Podcasts about bubbles

Retired Alaska State Trooper Richie joins Tony to recount decades of high-strangeness encounters spanning the Arctic and Appalachia. He describes driving through a dome-like anomaly on Alaska's Dalton Highway where temperatures plunged sixty degrees instantly, along with years of policing inside the Alaska Triangle, an area known for UFOs, Bigfoot, and ancient Native warnings about giant people and underground little people. After moving to Kentucky, Richie encountered massive footprints, wood knocks, forest structures, and a small humanoid being running at impossible speed in broad daylight. He also shares firsthand experiences with demonic manifestations, a clear angelic visitation, and a mysterious woman who appeared to emit light before vanishing. This is a sober, firsthand account from a veteran lawman reporting what he witnessed, while theorizing what he thinks it might be. Please pray for Tony's wife, Lindsay, as she battles breast cancer. Your prayers make a difference! If you're able, consider helping the Merkel family with medical expenses by donating to Lindsay's GoFundMe: https://gofund.me/b8f76890 Become a member for ad-free listening, extra shows, and exclusive access to our social media app: theconfessionalspodcast.com/join The Confessionals Social Network App: Apple Store: https://apple.co/3UxhPrh Google Play: https://bit.ly/43mk8kZ The Counter Series Available NOW: The Counter (YouTube): WATCH HERE The Counter (Full Episode): WATCH HERE Tony's Recommended Reads: slingshotlibrary.com If you want to learn about Jesus and what it means to be saved: Click Here Bigfoot: The Journey To Belief: Stream Here The Meadow Project: Stream Here Merkel Media Apparel: merkmerch.com My New YouTube Channel Merkel IRL: @merkelIRL My First Sermon: Unseen Battles SPONSORS SIMPLISAFE TODAY: simplisafe.com/confessionals GHOSTBED: GhostBed.com/tony CONNECT WITH US Website: www.theconfessionalspodcast.com Email: contact@theconfessionalspodcast.com MAILING ADDRESS: Merkel Media 257 N. Calderwood St., #301 Alcoa, TN 37701 SOCIAL MEDIA Subscribe to our YouTube: https://bit.ly/2TlREaI Reddit: https://www.reddit.com/r/theconfessionals/ Discord: https://discord.gg/KDn4D2uw7h Show Instagram: theconfessionalspodcast Tony's Instagram: tonymerkelofficial Facebook: www.facebook.com/TheConfessionalsPodcas Twitter: @TConfessionals Tony's Twitter: @tony_merkel Produced by: @jack_theproducer OUTRO MUSIC Joel Thomas - Walking In My Skin YouTube | Apple | Spotify

On today's episode, we welcome comedian Myq Kaplan to the show to chat with us about Tom Jones, veganism, and his ability to fill-in for Taylor Swift at a moment's notice! Myq's latest comedy special Rini is out now!* Follow Myq on Instagram. *Check out his new stand-up special “Rini.”*Celebrate 25 years of Bullseye!*Visit bit.ly/coolfight for the new comic series Predator Bloodshed, which drops Feb 25, 2026! *Order Jordan's Predator comic: Black, White & Blood!* Order Jordan's new Venom comic!* Donate to Al Otro Lado.* Purchase signed copies of *Youth Group* and *Bubble* from Mission: Comics And Art!JJGo MERCH ~Get Bronto Dino-Merch!Get our ‘Ack Tuah' shirt in the Max Fun store.Grab an ‘Ack Tuah' mug!The Maximum Fun Bookshop!Follow the podcast on Instagram and send us your dank memes!Check out Jesse's thrifted clothing store, Put This On, and use CODE JJGO for 10% off.Follow beloved former producer, Steven Ray Morris, on Instagram.Follow new producer, Jordan Kauwling, on Instagram.Visit Factormeals.com/JJGO50OFF for 50% off.

Harry talks to veteran reporter Chris Whipple to get the inside scoop on his bombshell account of the Trump White House's inner workings. The two discuss why Trump's Chief of Staff Susie Wiles was so unguarded in her interviews with Whipple. They cover Wiles's sharp criticisms of administration officials and her admissions of serious wrongdoing by the president, including misleading the public on the Epstein files. The two dig deep into the details—several as yet overlooked—from one of most important stories written about Trump. Mentioned in this episode:  Whipple's reporting:  https://www.vanityfair.com/contributor/chris-whipple Harry's interview with Marty Lederman: https://youtu.be/JhN8PZNic9Y Learn more about your ad choices. Visit megaphone.fm/adchoices

2025 is coming to a close, and we're reflecting on our reading goals for the year. We're looking at what we set out to accomplish, what we actually achieved, and how we each approach goal-setting in our reading lives. Members of the Dog-Eared team shared what goal-setting looks like for them, how they measure their reading successes, and what matters most when it comes to making reading a meaningful part of their year. Ellyn's Currently Reading | American Werewolves by Emily Jane & Evil Genius by Claire Oshetsky Amanda's Currently Reading | Anne of Green Gables by L M Montgomery & Theo of Golden by Allen Levi ______________________________________________________________________ Make sure to subscribe and rate the Bubbles & Books Podcast. And don't forget to share it with your friends. Follow us on Instagram: @bubblesandbookspodcast Follow Dog-Eared Books on Instagram: @dogearedbooksames Shop Dog-Eared Books and pick up your books in store or have shipped HERE. Interested in audiobooks? Listen while supporting Dog-Eared Books HERE. Interested in e-books? Listen while supporting Dog-Eared Books HERE. Learn more about a Dog-Eared Books book subscription HERE. Visit us! www.dogearedbooksames.com

The debate between market bulls and bears continues over if we are experiencing an A.I. bubble, and David Lundgren gives some historical context on how investors can navigate the current market. Lundgren says its best to be long companies that are rapidly adapting to the new economic environment, and to go short on those companies that are over-levered and ahead of their skis on innovation.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

There's been a lot of talk lately about blood on the streets of Silicon Valley and this time, it's not just hype. Some of the biggest names in artificial intelligence have seen billions wiped off their market value in recent weeks, as investors start asking a blunt question: where's the money?Adrian Weckler, Tech Editor with The Irish Independent, joined Pat Kenny on the show to discuss all things AI.

In this special Christmas episode, Helen's annual Guru Quiz returns, lightly dusted with Trump, podcast tours, and the unsettling realisation that the Guru-sphere and the MAGA-sphere have quietly fused into a single, monetised, vibes-based organism. That's right, the regular decoding team are joined by renowned journalist, author, podcaster... and occasional DTG quiz master, Helen Lewis, who once again brings her festive cheer, an uncanny ability to identify exactly who will be unbearable next year, and a quiz designed to torture Matt.Points are awarded, dignity is lost, and Matt briefly considers revising for the quiz before remembering that preparation has never helped him before.The episode also covers MAGA and UK political manoeuvres, the movers and shakers of the Gurusphere in 2025, and a lament for the collapse of the ancient boundary between editorial content and hawking pants.So join us for a festive episode about gurus, geniuses, authoritarian comedy festivals, and the slow erosion of shame. Merry Christmas to all, and to all a good night... and that includes you, Bubbles!LinksHelen Lewis on SubstackHelen's Article on the Riyadh Comedy FestivalHelen's Article on Olivia Nuzzi's BookThe Genius MythThat Dave Chappelle picture

Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble star Oracle. This is big, especially since before now Blue Owl and Oracle worked together on seemingly everything. We've even got Tether's CEO feeling the winds shift, admitting how Bitcoin's struggles, for example, are a reflection of both the credit cycle and bursting AI anxiety. Eurodollar University's conversation w/Steve Van Metre------------------------------------------------------------EDU LIVE PRESIDENT'S DAY FEBRUARY 2026If you're a serious investor and want to capitalize on what the monetary system is signaling right now, plus deep discussions about what truly is the greatest threat we all face, join me, Hugh Hendry, George Gammon, Steve Van Metre, Brent Johnson, Mike Green at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To reserve your spot just go here but you better hurry, there aren't many spots left:https://eurodollar-university.com/event-home-page---------------------------------------------------------------------------------EDU's Webinar Series REPLAYThere is a ton of smoke coming out from the credit markets right now. But is there fire? For the next hour and a half, join us in examining the issue from all the relevant angles and perspectives. Just how big is the "garbage pool"? What is the driving force behind the credit cycle? How can we tell if it is turning, or maybe has turned? The most important funding system in the world is flashing warning signals, and almost no one is paying attention. Replay the full webinar at the link below:https://event.webinarjam.com/m9wym/go/replay/1ym21cpxh8zfw3f4---------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Today, we're stepping outside the Disney bubble to experience something truly epic—Universal's Epic Universe. During our most recent Orlando trip, we took a full day to explore the newest theme park and see how it stacks up against our Disney favorites. And spoiler alert… we were impressed. In this episode, we cover: Our first impressions of Epic Universe

There's a difference between awakening and avoidance—and 2026 draws the line. These are my predictions for 2026.⬇️Becoming the Medicine https://www.nicolefrolick.com/becoming-the-medicine-s⬇️The 3-Day 180 Retreat (Feb 26, 2026)https://www.nicolefrolick.com/3-day-180-retreat⬇️Work With Nicole 1:1https://www.nicolefrolick.com/work-with-nicole⬇️Healing Game Changerhttps://www.nicolefrolick.com/healing-breakthroughSUBSCRIBE & FOLLOWIf you're enjoying the show, please subscribe to iTunes and leave me a 5 star review!  This is what helps the podcast stand out from the crowd and allows me to help people find a refreshing spin on spirituality with a great blend of entertainment and credible advice.Newsletter: https://tinyurl.com/3wa5dnwjWebsite: http://nicolefrolick.com/Meditations: https://www.nicolefrolick.com/meditationsYoutube: https://www.youtube.com/user/nicolefrolickInstagram: https://www.instagram.com/nicolefrolick/Tiktok: https://tiktok.com/@nicolefrolickSpotify: shorturl.at/fikF7iTunes: http://apple.co/2ve7DtE

What's in the brain of Allyson?!

It wouldn't be Christmas without a bit of Oh My Dog! chaos.This festive special kicks off with technical hiccups (missing Seann, misbehaving mics), before a gift exchange that goes slightly off-plan but is full of genuine festive joy - and Dolly absolutely smashing it.Along the way we talk dogs ageing and dog years, whether any of us are ready for a second dog, share an update on animal testing, and end with an AI-generated Christmas joke in the style of Jack Dee before Seann bravely tries the meaty bubbles! Merry Christmas!See Seann live: https://www.seannwalsh.com/Dont forget to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SIGN UP TO OUR NEWSLETTER⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: http://tiny.cc/pjwu001Email us and send in your voice notes: hello@omdpod.comFollow us on IG: @omdpod @juniperomdStill a way to go so please SIGN THE CAMP BEAGLE PETITION: https://petition.parliament.uk/petitions/736578Find out more here: https://thecampbeagle.com/ @thecampbeagle 00:00 Intro00:10 Technical hitches begin, no Seann, Sara and Jack discuss Jack's Christmas jumper and Sara's tree01:20 Seann's community fibre anecdote02:01 Jack's technical issues with his mic03:52 Jack is back, Seann's festive hair clips are discussed05:30 Oh My Dog!'s gift giving goes slightly wrong, apart from Dolly's06:50 Jack opens Sara's gift07:30 Jack opens Mildred and Seann's gifts, Bonio and strawberry sippy cups09:55 Sara opens her gifts from Dolly, Pawbons and peanut butter flavoured bubbles10:42 Seann opens his gifts from Dolly, beefy steak flavoured bubbles and Puppy Dodgers11:59 Seann describes his gift to Sara, a “My dog only barks at ugly people” doormat13:10 Sara explains why Seann doesn't have his gift14:15 Sara gives Seann a gift idea for Grace15:18 Mildred's bedroom turd and Seann tries to report a fraud18:29 Seann's bleach stain on the floor19:54 Mildred is working with the foxes on the hole in the fence22:56 Sara's train story about an overzealous ticket inspector and a fined young couple24:40 Jack hates trains, Seann agrees26:20 Seann has been watching Sara's Camp Beagle reels and the OMD mini-doc27:54 Sara shares an animal testing update29:37 Discussion about dog ageing and dog years from Dr Paul Manktelow's reel33:34 Grace asks Jack and Sara about getting a second dog, Seann shares their thoughts too37:37 Juniper is quiet this week39:30 AI Christmas joke in the style of Jack Dee40:21 Signing off and Seann tries the meaty bubbles42:06 A very merry Christmas from Seann, Jack and Sara#OhMyDogPodcast #ChristmasSpecial #FestivePodcast #DogPodcast #ComedyPodcast #ChristmasWithDogs #PodcastLife #JackDee #SeannWalsh

A Note from James:One of my favorite conversations on this show was with Peter Thiel. Yes—PayPal, Facebook, Palantir, and a dozen other hits. I first ran this episode years ago, and the advice still holds up. The same stories, the same frameworks—and the same challenge to think from first principles. Here's Peter Thiel, one of the most influential entrepreneurs of our time. Episode Description:In this redux, James pressure-tests the core ideas from Peter Thiel's Zero to One—why competition is for losers, how real monopolies are built, and why starting “narrow” is often the only path to something huge. They cover Facebook's early moat (real identity), PayPal's network-effect wedge on eBay, and the “10x or nothing” bar for proprietary technology. Peter shares a contrarian read on bubbles, why biotech's slump may be opportunity, and how to hire, divide roles, and keep teams from fighting. The through-line: seek secrets, combine disciplines, and make something so different that it becomes its own category. What You'll Learn:How to pick markets the Zero to One way: start with a “small, winnable monopoly,” then expand in concentric circles. The four classic moats—and which to favor first: proprietary tech, network effects, economies of scale, and brand (with a bias toward real tech). A practical rule for virality vs. network effects: growth is a tactic; enduring value comes from the network that forms once users arrive. Team design that prevents internal warfare: make roles uniquely owned; if two people own the same thing, you're paying for a fight. How to hunt “secrets”: believe they exist, look where consensus is stale, and borrow from adjacent fields to see what specialists miss. Timestamped Chapters:[02:00] A Note from James — Why this conversation still ranks among the best. [03:00] Zero to One, in one line — “Do something new, different, fresh, strange.” [05:17] Competition vs. Capitalism — Why perfect competition kills profits; aim for uniqueness. [07:28] Facebook's original edge — Real identity as the breakthrough vs. MySpace's alt-persona culture. [09:14] Bits vs. Atoms — Stagnation outside software and how biology could become an information science. [12:05] Personality and perseverance — Why mild contrarian wiring helps founders ignore status games. [15:21] “10x or nothing” — The technology and/or experience must be an order of magnitude better. [17:00] Monopoly thinking, ethically done — Create abundance by creating something truly new. [23:30] The PayPal pre-history — Why long-running trust among teammates births more companies. [30:10] Early Facebook investment logic — College-only looked “small,” which was exactly the point. [32:03] Turning down $1B — The boardroom debate, optionality, and founder conviction. [36:23] Moats in practice — Picking the right advantage (and why brand alone is shaky). [37:06] Network effects ≠ virality — How value compounds after growth. [39:54] PayPal's wedge — eBay power-sellers and the $10 incentive as a growth accelerant. [41:22] Beware the “Chinese refrigerator” TAM slide — Start small, win big. [42:01] Uber vs. Airbnb — Investor bias and why some models get over- or undervalued. [44:18] Bubbles and the public — What changes across tech, housing, and today's “government bubble.” [48:00] War on cash & credit — Why Peter favors unlevered, opaque innovation over fixed income. [51:10] Biotech headwinds (and upside) — Regulation, Eroom's Law, and why sentiment can misprice breakthroughs. [53:50] Secrets — If you assume they exist, you'll be the one to find them. [57:56] Interdisciplinary bets — CS × biology; CS × transportation; why university silos miss the action. [59:51] Silicon Valley on HBO — The “Peter Gregory” caricature and what the show gets right. Additional Resources:Zero to One: Notes on Startups, or How to Build the Future (book) — Amazon hardcover. AmazonFounders Fund — Peter Thiel profile (bio & portfolio highlights). Founders Fund“PayPal Mafia” overview (alumni companies: YouTube, Yelp, LinkedIn, Tesla, SpaceX, Palantir, Yammer). WikipediaYahoo's 2006 $1B offer for Facebook (background reporting). Business InsiderEroom's Law (pharma R&D productivity; Nature Reviews Drug Discovery). NatureSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This one is a bit different and I admit that. But I like opportunities to speak with incredibly intelligent people so I took it. I sit down with Arman Verjee today and discuss a book he is finishing up: A Brief History of Financial Bubbles. The conversation is much more of a back and forth than an interview. But I think our discussion of the Dotcom Bubble and its application to the present AI circumstances is worth the listen.You can preorder Aman's book HERE.Western Civ 2.0 

After two 20%+ years of returns for the S&P in 2023 and 2024, 2025 looks like it will close with another big double digit performance.Three back to back to back years of performance like this is somewhat rare in markets.What's the likelihood the streak will continue in 2026?Or is performance more likely to mean-revert?To discuss, we're fortunate to speak today with market veteran Kevin Muir, founder and editor of The Macro Tourist, the highly-acclaimed newsletter that currently ranks as one of the top financial Substacks in the world. Kevin is extremely concerned about the bubble-conditions of the stock market and is confident shares of the Mag 7 companies will -- as they have before -- experience another 33-50% price correction.#nvidia #aibubble #marketcorrection WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Welcome back to Bri Books! When you're hosting, choosing wine can feel daunting. Whether it's a dinner party, work event, last-minute gathering, or impromptu holiday shenanigans, here's the simple framework I rely on that never fails. In this episode, we'll cover: The three-bottle wine buying formula (red, white, wildcard) How to taste wine at home: My 4 Pillars of Place: Temperature, Terrain, Soil, and Touch How to build a wine list for parties or dinner How to Build a Wine Menu: Bri's 3-Bottle Formula To avoid overwhelm at the wine shop, use this formula: One white wine One red wine One wildcard. That's it. Simple, flexible, and stress free. Let's dig in: Crisp white as the Opener. This white wine is your opener—the bottle people drink while they arrive, settle in, chat, and snack. White wins are crisp, flexible, and food-friendly. I look for wines with high acidity and good minimality, the kind that leave you gently puckering and refreshed. A crisp white wine creates an immediate sense of ease and joy at the table. My go-to white wine categories: Chablis Gruner Vetliner Albrino Sauv blanc, from Loire Why this works: These wines pair well with almost anything: cheese, vegetables, oysters, seafood They don't overpower food They make excellent aperitif wines They set the tone for the meal by brightening flavors and waking up the palette Red wine as the main event. Your red wine is your main event. You're looking for a crowd-pleaser that's food friendly, adaptable, and easy to drink. it can be tempting to bring a big, heavy, dramatic, oak-driven red-but gatherings call for something more communal. Look for reds with: Medium body moderate tannins high drinkability Red wines I recommend: Boujulais Tempranillo (especially rioja joven) Etna Rosso reds Cotes du Rhone These red wines shine with soups and stews, tomato based dishes, roasted vegetables, poultry, and cozy winter meals. The wildcard: the personality hire wine. Go for an orange wine, a sparkling red like Lambrusco, a pet-nat, or a liter bottle of something fabulous and weird like a Madiera dessert wine. Bubbles are always a win. A dessert wine course moves your guests through the final stages of the evening, and a liter bottle keeps things flowing. Use the wildcard to spark conversation about what there wine comes from, how it's made, and why it tastes the way it does.   How to Do an At-Home Wine Tasting Using the 4 Pillars of Place My 4 pillars framework helps you understand where your wine comes from, even without the label. Temperature: Look at the wine. Color intensity can give you climate clues. Terroir: Smell the wine. Aromas reflect whether grapes grew near the sea, mountains, forests, or plains ltitude = floral, lifted flavors Warm climate = ripe, deeply drinkable Coastal = salty, breezy, fresh finish Mountain = Sharp, linear, mineral Valley floor = lush, smooth Volcanic = smoky, stony, earthy flavors Soil: Taste the wine. Texture reveals the soil type. As a reminder: limestone = chalky, saline wine Volcanic = smoky, ashy flavors in the wine Granite = crunchy, bright, often 'cool' flavors in the wine Clay = smooth, plush, slightly pucker-y in flavor High a Touch: Notice winemaking styl. Is it bright? Clean? Raw? Heavy sediment? Is it sharp? Does it grip? Touch is the easiest pillar to learn and the quickest path to understanding what you like.

Welcome back to another minisode of Doctor Who holiday specials but instead of getting all Christmassy-wismassy I'll be talking about Jodie Whittaker's 13th Doctor and her New Year's episodes. Also known as the Festive Specials. How did these episodes compare to the Christmas episodes of past? Will they hold up to Christmas episodes of the future? You'll just have to join me in the present in my bubble to find out.   Thanks for listening and Keep Streaming!   Find, follow, support the pod → https://linktr.ee/mystreamingbubble     Don't forget about Twin It to Win It → https://linktr.ee/twinittowinitpod 

Chinese state media hailed it as one of China's “Four Great Inventions” of modern times. Today, what most people remember are the graveyards. Or the thousands of bikes left on streets and public areas. In less than a year, 70+ bike-share startups burned billions of dollars to put 20+ million bikes on Chinese streets. It was insane. It was unsustainable. Oh boy. In this video, we dive into the bonkers Chinese bike-share bubble of 2017-2018.

Introduction Is artificial intelligence the next investment gold rush—or are we watching another government-subsidized bubble inflate before our eyes? With Ford Motor Company writing down $19.5 billion on electric vehicles and tech giants pouring hundreds of billions into AI infrastructure, investors over 50 face a critical question: how do you separate genuine opportunity from dangerous speculation? In this episode of The Tom Dupree Show, Tom Dupree, Mike Johnson, and James Dupree examine the dramatic collapse of EV investments and the explosive growth in AI and data center buildouts. Drawing on research from Dupree Financial Group’s six-person investment committee—including direct calls with data center developers—they reveal how to evaluate hot investment trends without getting burned. With 47 years of investment experience, Tom brings hard-earned skepticism to separate sustainable opportunities from the kind of government-backed disasters that just shut down Kentucky’s Blue Oval battery plant. Ford’s $19.5 Billion EV Disaster: A Cautionary Tale Kentucky’s Battery Plant Shuts Down Ford Motor Company shocked investors with a $19.5 billion write-down on its electric vehicle business, abandoning ambitious plans for full-size EVs like the Ford Lightning pickup truck. The casualty? Kentucky’s Glendale Blue Oval Plant near Elizabethtown—once promised to employ 5,000 workers—has laid off all 1,500 current employees indefinitely. “Ford takes a 19 and a half billion dollars write down on their EV business,” Mike Johnson reported. “Essentially they are getting away from full-size electric vehicles.” Tom Dupree had predicted this outcome over a year ago: “I think it might be that guy named Tom Dupree who said a year and a half ago that that thing would never happen.” Government Mandates vs. Market Demand The Blue Oval failure illustrates a critical investment principle: government subsidies create artificial markets that collapse when support ends. “All of this was coming from government mandates. This was not driven by market demand for electric vehicles,” Mike explained. “The demand was not there because the infrastructure is not there yet. It was this heavy hand of government forcing the market to accept this product that they didn’t want.” What went wrong: Political mandates drove investment, not consumer demand EV infrastructure remains inadequate for mass adoption Manufacturing costs exceeded profitable pricing When subsidies decreased, the business model collapsed Why Toyota Won and Ford Lost While Ford chased government EV subsidies, Toyota focused on hybrid technology—matching actual consumer readiness and avoiding financial catastrophe. “You know who didn’t do that? Toyota,” Mike noted. “Toyota was focusing on hybrid. That was their core focus. And so they’re not taking a 19 and a half billion dollars write down.” Investment lesson for retirees: Companies building products consumers actually want—rather than products governments mandate—create sustainable returns. From Battery Hype to AI Hype: History Repeating? The 18-Month Investment Shift “A year and a half ago it was all about batteries,” Tom observed. “Look up some of these battery stocks, James. I bet a lot of ’em are just in the doldrums.” The investment landscape shifted with stunning speed from battery plant euphoria to AI infrastructure mania. The question: is AI different, or are investors making the same mistake twice? Inside Dupree Financial Group’s Data Center Research James Dupree coordinates research for the firm’s six-person investment committee, scheduling calls with company management and conducting initial analysis. The entire committee recently participated in a research call with Applied Digital, a data center developer leasing facilities to tech giants. “We talked about Applied Digital on the last show,” James explained. “They’re the data center landlord. They build and rent out the data centers.” The Hyperscaler Spending Analysis James’s research revealed critical distinctions between sustainable AI investment and dangerous speculation. “The first thing that the guy showed us was he pulled up a list of the hyperscalers—Microsoft, Amazon, Meta, Oracle, OpenAI, all these guys,” James reported. “And he was showing their sales and then he told us how much they’re gonna spend.” James’s assessment: “Amazon good, Microsoft good, Meta okay—they’re kind of getting on that bubble where they’re spending a little bit too much. Meta does 160 billion in sales and they’re supposed to spend 70 billion,” James detailed. “And then where it really gets dicey is Oracle. They do 50 billion in sales and they’re supposed to spend 500 billion. So that’s a red alert there.” This granular analysis—comparing capital spending to revenue—separates professional investment management from amateur speculation chasing headlines. Data Centers: Real Demand or Another Subsidy Bubble? The Power Shortage Reality Unlike EVs, data centers address a genuine infrastructure shortage: 40-90 gigawatts of power capacity needed in the United States. What makes data centers potentially valuable: Legitimate power shortage driving demand Long-term triple-net leases (Applied Digital secured 15-year, $11 billion lease) Potential conversion to REITs for steady income The critical risk—chip obsolescence: “Inside that data center, you’ll literally have $3 billion in chips in that building,” Mike explained. “And right now we don’t know exactly what the useful life of those chips are. Who’s gonna take the liability if these things only have a use life of three years instead of five years?” Government Involvement: Red Flag or Validation? James reported recent news about Core Weave, Applied Digital’s anchor tenant: “Core Weave had some big news today. That stock’s up 23% on the news. The government came out and said that they would be a part of a program related to energy, so the government’s backing that company.” But Tom immediately questioned the parallel to Ford’s disaster: “I kind of have a problem with governments picking winners and losers. That’s something that the Democrats were known as doing, and now the Republicans are doing it.” Examples of government market intervention failing: MP Materials: Government backing, stock dropped from $50+ to $15 Intel: Massive subsidies, uncertain outcomes Kentucky’s Blue Oval Plant: Complete shutdown after enormous investment Tom Dupree’s Investment Skepticism: The Voice of Experience Learning from 47 Years of Market Cycles Tom’s experience provides essential counterbalance to research enthusiasm about hot new sectors. “People are suckers for deals. If they think something’s hot, they jump on it, buy into it. They don’t spend much time thinking about whether it’s feasible or not,” Tom cautioned. “Two and a half years ago people were all over the battery plant thing. It was never gonna work. It was all just hype.” Historic bubbles Tom has witnessed: Dot-com crash (2000-2002) Housing bubble (2008) Battery/EV hype (2022-2024) Potentially: AI overinvestment (2024-?) The “Bigger Money, Bigger Dummies” Principle Tom’s most provocative observation challenges assumptions about tech giant spending: “If the seven largest companies are putting all this money in it, do you think they’re gonna go to zero? No, but the bigger the money, the bigger the dummies sometimes,” Tom warned. “They follow each other. If so-and-so’s doing it, we gotta do it. That’s FOMO. They don’t wanna get left behind.” The Picks and Shovels Strategy Rather than betting on which AI platform wins, Tom advocates investing in essential infrastructure. “I think you invest in not the project itself, but in the people that surround the project—selling picks and shovels to the gold miners,” Tom explained. “Levi’s sold workwear to the gold miners and they became a much bigger company than the gold miners ever did.” Modern picks and shovels: Cooling system manufacturers (like Vertiv) Power infrastructure companies Industrial automation suppliers Data center construction firms The Investment Committee Advantage How Six Perspectives Beat One This episode revealed Dupree Financial Group’s collaborative research process—a six-person investment committee evaluating every opportunity. “What I think is really interesting about this entire conversation is the listeners have gotten a snapshot of why, how we research companies. What information comes out of research, questions asked, and then you get the snapshot of Tom shooting holes through it.” The committee process: Research coordination (James schedules calls, conducts initial analysis) Committee participation (All six members join company calls) Analytical framework (Mike examines spending ratios, cash flow) Devil’s advocate (Tom stress-tests with historical perspective) Risk-based sizing (Committee determines appropriate positions) “With any investment, you identify what the risks are,” Mike explained. “And when you identify the risks, then you can make a better decision as to, okay, does the potential reward justify those risks? That’s why these are small positions in the portfolio, but they serve a purpose in the overall grand scheme.” Market Discipline: Encouraging Signs Investors Punishing Excessive Spending Unlike past bubbles where markets rewarded unlimited capital deployment, current market behavior shows healthy skepticism. Recent examples: Meta’s stock rewarded for reducing metaverse spending Oracle’s stock punished for excessive debt-fueled AI investments Market demands cash-flow funding, not leverage “What was scary is when the market just didn’t care,” Mike noted. “That’s when you get major issues with bubbles and speculation. And now you’re starting to see some discernment there.” Warning Signs to Watch

Jakob Augstein gilt als einer der bekanntesten Linken in Deutschland - und rechnet bei Paul einmal grundlegend ab: mit dem politischen Betrieb, dem Journalismus und den Fronten im Land.Im Studio geht es um die Frage, was „links sein“ heute überhaupt bedeutet, warum sich viele Menschen in Bubbles bewegen - und wieso rechte und rechtsradikale Bewegungen so erfolgreich sind. Augstein spricht über Identitätspolitik, das Erstarken der AfD, die Krise der SPD und die Fehler, die Medien im Umgang mit AfD-Wählern gemacht haben.Großer Streitpunkt: der Ukraine-Krieg. Augstein erklärt, warum er in Teilen näher an der AfD-Linie liegt als an CDU-Positionen, kritisiert westliche Doppelstandards und warnt vor einer „Rückkehr des Krieges“ in unser Denken - inklusive Debatten um Aufrüstung und Wehrpflicht. Und er nimmt sich auch einen prominenten Namen vor: Jan Böhmermann und das, was Augstein als „wokes Ausschließerdenken“ beschreibt.Wenn euch der Podcast gefällt, dann lasst gerne Like & Abo da! Ihr habt Fragen, Kritik oder Themenvorschläge? Schreibt an ronzheimer@axelspringer.comPaul auf Instagram | Paul auf XUnd ganz neu: Paul jetzt auch auf YouTube!Redaktion: Filipp Piatov & Lieven JenrichExecutive Producer: Daniel van Moll Hosted on Acast. See acast.com/privacy for more information.

Higher education is about transformation: research shows that the most well-prepared graduates are those who have experienced changes in how they think about and experience the world around them. Combined with flexible information-seeking and evaluation skills, learning ways to break information bubbles is essential for dealing with today's challenging, complex information environment. Jack Mezirow's transformative learning theory, which frames how adults think about and interact with the world around them, offers a way forward. In Information Literacy and Critical Thinking: Using Perspective Transformation to Break Information Bubbles (2025, ALA) Amanda Nichols Hess invites academic librarians to consider critical librarianship, pedagogy, and information literacy instruction in tandem with transformative learning theory, demonstrating tangible ways to integrate these concepts into their practice. Readers will discover an overview of critical library pedagogy and transformative learning theory, showing how reflection and action lie at the core of both ideas; in-depth exploration of the ten phases of the perspective transformation process and how they relate to key facets of critical librarianship, critical pedagogy, and critical information literacy; important theoretical and research viewpoints that elucidate perspective transformation; real-world scenarios modelling how one's own praxis can support learners; and a myriad of ideas, reflection questions, opportunities for action, and additional resources to spur readers to look beyond their own information bubbles and facilitate environments where learners can do the same. Guest: Amanda Nichols Hess, PhD, is the coordinator of instruction and research help at Oakland University in Rochester, Michigan. She holds a PhD in educational leadership, an education specialist certificate in instructional technology, and a Master of Science in information. Amanda's research focuses on information literacy, instructional design, online learning, and the intersections of these topics—particularly in library-centric professional learning. Her work has been published in College & Research Libraries, Communications in Information Literacy, Journal of Academic Librarianship, and portal: Libraries and the Academy, among other venues. In addition to editing and authoring books for ACRL and ALA Editions, Amanda also authored Transforming Academic Library Instruction (Rowman & Littlefield, 2019). Host: Dr. Michael LaMagna is the Information Literacy Program & Library Services Coordinator and Professor of Library Services at Delaware County Community College. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein's book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculation, and apply those lessons to avoid future manias. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:03:33 - Why stock options often misalign executives and long-term shareholders 00:08:51 - How financial engineering was abused in the 1990s market boom 00:12:45 - How distorted incentives fueled the dot-com bubble 00:27:51 - Why revolutionary technologies don't guarantee successful investments 00:31:47 - The role Wall Street analysts and the media played in amplifying speculation 00:39:19 - How Enron's deception exposed systemic failures in governance and oversight 01:11:34 - Clay's lessons for avoiding hype-driven bubbles in the future Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Learn how to join us in Omaha for the Berkshire meeting ⁠here⁠. Roger Lowenstein's book: Origins of the Crash. Mentioned Episode TIP693: The Power Law: Unlocking Venture Capital's Secrets w/ Clay Finck. Follow Clay on ⁠LinkedIn⁠ & ⁠X⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: ⁠Simple Mining⁠ ⁠Human Rights Foundation⁠ ⁠Unchained⁠ ⁠HardBlock⁠ ⁠Linkedin Talent Solutions⁠ ⁠Onramp⁠ ⁠Amazon Ads⁠ ⁠Alexa+⁠ ⁠Shopify⁠ ⁠Vanta⁠ ⁠Public.com⁠ - see the full disclaimer ⁠here⁠. ⁠Abundant Mines⁠ ⁠Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

John has a fix for bowl games. Also the galvanize meter.

As we approach the end of 2025, Greg and Doug reflect on recent market volatility, particularly in the AI sector. They also discuss predictions from last year and the upcoming year, including trends in electric vehicles and potential geopolitical conflicts, and break down the economic environment that usually accompanies the bursting of bubbles.  Key Takeaways [00:17] - An AI reset [03:33] - Ford switches gears on all-electric trucks [06:58] - Earnings, interest rates, oil, and other 2026 predictions [15:52] - What history tells us about bubbles bursting View Transcript Links Ford to record $19.5 billion in special charges as it pulls back on EV plans Zaccardi: Analysts expect 14% SPX EPS growth next year, 19% for the Nasdaq 100 BofA: Major asset bubbles in global equities in the last ~180 years have all seen financial conditions tighten before the end Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

Enjoy this meditation recorded on the New Moon of December 19, 2025.

In this episode, the trio dives deeper into the iconic Sunscreen lyrics, exploring how our perspectives on worry, fear, and growth evolve with age. Lee reflects on how life has a way of blindsiding us when we least expect it, while Jose shares a personal transformation from chronic worrier to someone who embraces the unknown. Ryan brings a fresh perspective on turning 30 and facing the mortality of invincibility, sparking a heartfelt discussion on the mental battles we all face as we grow older.With themes of self-awareness, personal growth, and the power of doing one thing each day that scares you, this episode blends humor, honesty, and wisdom. Whether it's cleaning cat litter or confronting big life decisions, the hosts remind us that the real race is only with ourselves.

The final major week of the year in macro is in the books. Group Chief Economist Neil Shearing joins The Weekly Briefing to explain why the latest US inflation report should be taken with a “bucketful of salt,” while reviewing the year-end moves from the BoE, BoJ, and ECB. He reviews the latest moves from the Bank of England, the Bank of Japan, and the ECB, and talks about why a growing Chinese trade surplus has a corresponding deficit that could present a key risk to global macro stability.Plus, Deputy Chief Markets Economist Jonas Goltermann discusses one of our most prominent calls for 2026: why, despite recent wobbles, the AI-driven equities bubble will continue to inflate.

On today's episode, we welcome the hugely talented comedian, author and actor Aparna Nancherla to the show to chat with us about Etsy witch curses, Christmas movies, experiencing childlike wonder at Costco, and so much more.*Watch Aparna's new standup special, Hopeful Potato, on Dropout.*Follow Aparna on Instagram, Substack, TikTok, Facebook and Threads.*Celebrate 25 years of Bullseye!*Visit bit.ly/coolfight for the new comic series Predator Bloodshed, which drops Feb 25, 2026! *Order Jordan's Predator comic: Black, White & Blood!* Order Jordan's new Venom comic!* Donate to Al Otro Lado.* Purchase signed copies of *Youth Group* and *Bubble* from Mission: Comics And Art!JJGo MERCH ~Get Bronto Dino-Merch!Get our ‘Ack Tuah' shirt in the Max Fun store.Grab an ‘Ack Tuah' mug!The Maximum Fun Bookshop!Follow the podcast on Instagram and send us your dank memes!Check out Jesse's thrifted clothing store, Put This On, and use CODE JJGO for 10% off.Follow beloved former producer, Steven Ray Morris, on Instagram.Follow bedazzled new producer, Jordan Kauwling, on Instagram.Visit Auraframes.com and use Promo Code: GO

In this episode of The Liquidity Event, AJ and Shane dig into the trillion-dollar AI ecosystem, from NVIDIA's massive market cap to the circular funding loops tying together OpenAI, Microsoft, and the rest of the AI stack. They debate whether today's infrastructure buildout is necessary progress or a replay of past bubbles, and what happens if one key player breaks the chain. The conversation then shifts to SpaceX's active tender offer, what employees need to know right now, and why timing across tax years can be life-changing for equity holders. Along the way, AJ and Shane explore high-tax residency decisions, year-end planning pressures, and the real-world implications of building massive data centers, including job creation, community development, and energy costs. The episode wraps with behind-the-scenes updates on Gemini, market optimism for 2026, and a refreshingly silly mid-December detour or two. Key Timestamps (00:00) Welcome, holiday vibes, and guest appearance from Charlie Mason (03:00) California pride, taxes, and why people still stay (05:00) How AJ and Shane pick articles (and why tangents win) (08:30) Philly cheesesteaks, grills, and peak mid-December chaos (10:30) NVIDIA, OpenAI, and the trillion-dollar AI money loop (13:30) Circular deals, AI bubbles, and "being right no matter what" (16:30) Infrastructure scale: AI vs. telecom vs. AWS (19:30) Data centers, job displacement, and AI's real costs (22:00) SpaceX tender offers, liquidity timing, and tax strategy (29:00) Gemini updates, 2026 optimism, and wrapping the silliness

President Trump escalates tensions with Venezuela by ordering a partial oil blockade and asserting U.S. claims over foreign assets, sparking global concern and market jitters. The administration also reclassifies illicit fentanyl as a weapon of mass destruction, reframing the opioid crisis as a national security threat. Plus, Wall Street’s AI boom draws uncomfortable comparisons to the dot-com bubble, while communities across the Southwest push back against massive data-center developments, questioning whether Big Tech’s promises still carry weight. See omnystudio.com/listener for privacy information.

Chinese investment crashed yet again in November, the second straight month of bigtime declines. Only this time FAI was joined by consumer spending. Retail sales over in China also crashed last month, dropping by almost half a percent in November alone. That's enormous. It follows terrible data on household lending and bank credit. All of it points to an increasingly familiar topic and condition: China big economic slide is sliding right onto flat Beveridge. Eurodollar University's Money & Macro Analysis---------------------------------------------------------------------------------EDU's Webinar SeriesThursday December 17, 6pm ETA Trillion-Dollar Eurodollar Bomb is going Off on Wall StreetThe most important funding system in the world is flashing warning signals, and almost no one is paying attention.https://event.webinarjam.com/channel/risks---------------------------------------------------------------------------------------------------------------------------------------------If you're a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: https://eurodollar-university.com/event-home-page------------------------------------------------------------Bloomberg China's Labor Market Distress Spreads at Worst Time for Deflation Fighthttps://www.bloomberg.com/news/articles/2025-09-22/china-s-labor-distress-spreads-at-worst-time-for-deflation-fighthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Jason presented upcoming investment opportunities, particularly focusing on co-living properties and Empowered Investor Live events, while emphasizing the urgent need for housing solutions and providing contact information for investment counselors. He discussed Redfin's market predictions, including trends in mortgage rates, affordability, and home sales, while examining the impact of quantitative easing on credit availability and interest rates. The discussion concluded with an analysis of apartment rental trends, household changes, and regional variations in real estate markets, along with the potential for remodeling and policy responses to the affordability crisis. Market predictions: https://www.redfin.com/news/housing-market-predictions-2026/   Jason then interviews Aman Verjee, author of "A Brief History of Financial Bubbles," to discuss historical market bubbles and their relevance to current financial conditions. They examine various historical examples including the Tulip bubble, South Sea and Mississippi Company bubbles, and explore how government involvement and monetary policies have influenced these events. The discussion concludes with insights about modern market valuations, particularly regarding AI stocks, and Aman encourages listeners to learn from historical bubbles through his website. https://empoweredinvestor.com/ Connect with investment counselor today! (714) 820-4200 Ext. 2 or check out these amazing products https://www.jasonhartman.com/properties/ #CoLivingInvestment #RealEstateInvesting #CashFlowProperties #FinancialBubbles #QEIsBack #QuantitativeEasing #EasyMoney #MortgageRates #HousingAffordability #RedFinPredictions #InvestmentOpportunities #WorkingPoorCrisis #IncredibleROI #PropertyMarket #WagesOutpacingHousing #CreditAvailability #MultiDimensionalAsset #RealEstatePrices #RentGrowth #SingleFamilyMarket #ReshapingHouseholds #MoreRoommates #RefiAndRemodel #LockInEffect #RemodelingBoom #AIinRealEstate #GoodInventory #UnintendedConsequences #HomeSalesVolume #EmpoweredInvestor Key Takeaways: Jason's editorial 1:21 Big Opportunities in 2026 3:44 Housing predictions 2026    Aman Verjee interview 18:02 What is a bubble 20:52 Two companies, two countries 25:39 Government involvement and bubble 28:42 Dot.com and the LCTM 33:37 The Great Recession 35:11 Where are we now  39:50 https://www.bigbubbletrouble.com   Transcript HERE   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Esports podcast specializing in feeding and Overwatch. Support Plat Chat and become a member today!https://www.youtube.com/channel/UC38VAZEq3chAIPf4i2AIq7Q/joinFeaturing Reinforce, Raelyni, FunnyAstro & SeicoeProduced by Slmn - https://x.com/slmnioThumbnail by Uberchain - https://x.com/uberchain

MRKT Matrix - Wednesday, December 17th Stocks fall as tech rout deepens on Oracle concerns (CNBC) Oracle's $10bn Michigan data centre in limbo after Blue Owl funding talks stall (FT) Open source could pop the AI bubble — and soon (FT) Look around: Bubbles are everywhere. (Bloomberg) Warner Rejects Paramount's Hostile Bid, Saying Netflix Deal Still Superior (WSJ) Robinhood is betting big on betting (Axios) Wall Street Gets a Taste of Blockbuster Stock-Market Debuts Ahead (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Chris Hill on the Strangest Economy Ever. In this episode of 'Worth Knowing' with Matt Robison, joined by business expert Chris Hill, former host of 'Motley Fool Money' and current host of 'Money Unplugged', they dive into the peculiarities of the current economy. They discuss the potential AI bubble, the impact of Donald Trump's tariffs, and ponder the future of media with the Warner-Netflix-Paramount merger. Hill also shares his cautious optimism about the stock market and economy. 02:14 Eight Points of Light: Good News Stories14:09 Chris Hill Joins the Conversation19:15 Gifts and Financial Anxiety25:29 AI Bubble and Economic Lessons35:53 Tariffs and Supreme Court Ruling40:24 Supply Chain Disruptions and Economic Chaos44:21 Media Mergers and the Future of Content47:47 Streaming Services and Consumer Behavior56:21 Economic Resilience and Optimism58:52 Closing Remarks and Announcements

On this episode we crack a bottle of Ardnahoe's Inaguarl Release while talking distillery pronunciations, wild episodes, passing by Ardnahoe on the way to Bunnahabhain, Scottish hug in your haggis, a pseudo epiphany, deep metaphors,  illustrating how we engage in new ideas, bubble paitings, the blending of pigments, arts and crafts to deep philosophies, saying the word bubble 75 times, how we move through knowledge and understanding, experiences shaping who you are, burden to gain the colors, the freeing message, Jake Gyllenhall and toothpasty bubble gum.  Support Us On Patreon: https://www.patreon.com/DrepandStone We'd love to hear from you! https://linktr.ee/DrepandStone Don't forget to subscribe! Music by @joakimkarudmusic Episode #325  

Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay was at Morgan Stanley, where he was ranked #1 by Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy. In this podcast, we discuss:  Tripolar World (TPW) - regional integration in Asia, Europe, and Americas. Global growth long cycle driven by spending on AI, defense, and climate across regions. China-US AI competition The shift from chip quality to power costs as the key AI competitive advantage. Brazil and Spain's clean energy plays Why 2025 is not like the 2000 dotcom bubble Private credit opportunities Attractive China tech valuations China's five-year plan Europe's potential Countries pressuring institutions to invest domestically rather than in US markets. 

All of us have routines and patterns that create bubbles for us. This week, Meg and Alex talk about that value in reaching outside of our bubbles and share how that can benefit us personally and benefit the world around us. 

Futurum CEO, Daniel Newman, pounds the table in favor of the A.I. trade. He maintains that we're not in an A.I. bubble but instead some parts of the tech trade may just be overheated. Nvidia (NVDA) is the company he expects to hold A.I. leadership as the company generates overwhelming amounts of revenue amid data center buildout. On chatbots, Daniel doesn't consider them the high point of A.I., though he believes they will be the backbone to innovation. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Esports podcast specializing in feeding and Overwatch. Support Plat Chat and become a member today!https://www.youtube.com/channel/UC38VAZEq3chAIPf4i2AIq7Q/joinFeaturing Reinforce, Raelyni, FunnyAstro & SeicoeProduced by Slmn - https://x.com/slmnioThumbnail by Uberchain - https://x.com/uberchain

Fairy lights bring sparkle, a faux fireplace adds cozy vibes, a magnetic maze challenges the mind, Chad blows bubbles in Crappy Corner, and Dick's warehouse delivers another gem.

It’s the holiday season, a time that brings out our desire to please those we love, particularly the kids in our lives. There’s a red hot toy every year, but what happens when that toy puts dollar signs in the eyes of grownups? This is about one toy that caused a lot of folks financial ruin and divorce, while it made a billionaire out of the guy who created it. Feel free to DM me if you have a story you’d like me to cover . . On Facebook it’s Patty Steele and on Instagram Real Patty SteeleSee omnystudio.com/listener for privacy information.

By now, many of us have seen our Spotify Wrapped... but now it's time for the bookish edition. In today's episode, we're diving into a year's work of bookstore data to reveal our most-read genres, best-sellers, biggest surprises, and interesting trends. It's our official Bookstore Wrapped. Listen along, and let us know if anything of these stats surprised you! Plus, listen to see what our #1 selling book of 2025 is. Hint: This author has an event with us in January 2026! Ellyn's Currently Reading | Imposter by LJ Ross Amanda's Currently Reading | Invasive Species by Ellery Adams ______________________________________________________________________ Make sure to subscribe and rate the Bubbles & Books Podcast. And don't forget to share it with your friends. Follow us on Instagram: @bubblesandbookspodcast Follow Dog-Eared Books on Instagram: @dogearedbooksames Shop Dog-Eared Books and pick up your books in store or have shipped HERE. Interested in audiobooks? Listen while supporting Dog-Eared Books HERE. Interested in e-books? Listen while supporting Dog-Eared Books HERE. Learn more about a Dog-Eared Books book subscription HERE. Visit us! www.dogearedbooksames.com

In Episode 453 of Hidden Forces, Demetri Kofinas speaks with Jason Furman, the former chair of the Council of Economic Advisers, about the state of the U.S. economy, the AI Bubble, monetary policy, inflation, price controls, and much more. Jason and Demetri spend the first hour of their conversation exploring his economic framework, what he learned from his time working inside the Clinton and Obama White Houses, and how these experiences shaped his perspective on the role of government in the economy. The two then delve into Furman's thoughts on artificial intelligence. They discuss whether we're living through an AI bubble, where Jason anticipates the greatest productivity gains from the adoption of AI in the U.S. service sector, and his perspective on AI regulation. They also discuss the limitations of our inflation models, whether we have a good working understanding of the causes of inflation, whether the Fed has implicitly raised its inflation target, and how large, structural deficits and political constraints will shape the Fed's ability to manage that target in the years ahead. In the second hour, Kofinas and Furman shift to a discussion about the politics of affordability and a growing sense, especially among younger Americans, that the costs associated with achieving the American dream have become insurmountable for almost all but the very wealthy. They debate the political appeal and efficacy of price controls, as well as the extent to which tariffs, industrial policy, and currency depreciation can or should be used to reshape global supply chains and rebuild U.S. domestic manufacturing in areas deemed critical for national security. They also discuss the US trade deficit and capital account surplus, what a weaker dollar may tell us about the government's policy objectives, how corruption, rule of law, and institutional decay might eventually feed back into foreign appetite for US assets, and what is at stake in the choice of the next Fed chair—both for the independence of the central bank and for the long-term credibility of American monetary policy. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Joining our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 12/08/2025

[Original airdate: 1/9/25] Mary Danielsen welcomes back Britt Gillette and his wealth of knowledge about all things economic. Today’s system that seems to be held together with duct tape reminds me of the children’s nursery rhyme that says, “when the bough breaks…” – and then spells out the end quite clearly. Considering that the economy now global impacts us all on earth, what might 2025 bring? The last couple years have seen threats of bank closures and the cancelling of accounts of those the globalists don’t like, namely, conservatives and Christians. Alarming enough, but there is so much more going on, in particular the over-valuation of the stock market. We will rely on Britt to help us sort that out, along with the real estate market, Asian economics and their stock markets, and how AI will affect the economy in the next several years. According to the IMF, AI is a game changer for labor in particular, but also how considerable funds will be poured into the global markets from everything tech. A complex subject made easier by Britt Gillette, because while most of us rely on our pocketbook to tell us things have gone haywire, we can also rely on people with his expertise to help us dig deeper. His extensive YouTube channel can be found here. Stand Up For The Truth Videos: https://rumble.com/user/CTRNOnline & https://www.youtube.com/channel/UCgQQSvKiMcglId7oGc5c46A

IBM's CEO said there is “no way” that the massive spending on AI and data centers will ever pay off. For the first time in this bubble cycle people are finally wondering if maybe he is right. It couldn't have come at a more critical time in light of Oracle's shocking results. And then Broadcom failed to live up to the hype. In many ways, AI is the last pillar holding the forgot how to grow economy together, from both investments and stock-fueled consumer spending. Eurodollar University's conversation w/Steve Van Metre---------------------------------------------------------------------------------EDU's Webinar SeriesThursday December 17, 6pm ETA Trillion-Dollar Eurodollar Bomb is going Off on Wall StreetThe most important funding system in the world is flashing warning signals, and almost no one is paying attention.https://event.webinarjam.com/channel/risks---------------------------------------------------------------------------------------------------------------------------------------------If you're a serious investor and want to capitalize on what the monetary system is signaling right now, join me at Eurodollar University's very first Live Event, President's Day Weekend February 2026. To get your spot, just go here: https://eurodollar-university.com/event-home-page------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with new housing data and fresh developments in the race for the next Fed Chair - before breaking down one Chief Market Strategist's sky-high S&P price target into the year ahead. Plus: longtime market veteran Ruchir Sharma joined the team with what he calls "the 4 O's of a bubble" that are flashing warning signs right now... while Moody's Chief Economist Mark Zandi brought his expectations for tomorrow's blockbuster double jobs report.  Also in focus: a fresh read on the consumer out of CNBC's latest All-America Survey - hear the surprising results, this hour...  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Critiquing Isolationism and the Risks of Disengagement: Colleague Henry Sokolski critiques isolationist arguments, comparing current sentiments to pre-WWII attitudes, warning against relying solely on missile defense bubbles and discussing the distinct threats posed by Russia and China, emphasizing that US disengagement could lead to global instability and unchecked nuclear proliferation. 1932

We are living through what may be the largest economic bubble in history, spanning AI, cryptocurrency and tech company stocks, says financial analyst Henrik Zeberg. He explores why the current AI-crypto bubble mirrors the great economic frenzies of the past, revealing the psychological forces behind them — and why it looks like we're repeating the same patterns again. Hosted on Acast. See acast.com/privacy for more information.