Podcasts about bubbles

The New York Fed released a troubling report detailing the risk of Collateralized Loan Obligation (CLO) exposure in the insurance industry. Over the past several years, private equity has taken larger and larger stakes in insurers who are historically risk averse. But now they’re acting more like hedge funds in their investment strategies and have more than $2 trillion in corporate debt exposure and nearly $300 billion of it is in mezzanine financing packaged much in the way mortgage backed securities (MBS) were in the run up to the Global Financial Crisis (GFC). Against the backdrop of persistent inflation, a renewed round of tariffs, elevated oil prices, the war in Iran and historic consumer debt, the economy is like a tinderbox. The jelly bean theory holds that you can only reach into the jar so many times before you eventually pick the black jelly bean. Apologies in advance to all those who like black licorice flavored jelly beans. Resources Bloomberg: Oil Takes Out $100 to Hit Two-Month High as Iran War Expands Reuters: Trump to impose ‘forced labor’ duties on Friday as temporary 10% US tariffs expire The New York Times: What to Know About Trump’s Tariffs on Canada, and What’s Next Brookings: Macroeconomic implications of immigration flows in 2025 and 2026: January 2026 update Bloomberg: The US Is Flirting With Its First-Ever Population Decline The New York Times: Alphabet Quadruples Profit to $112 Billion, Fueled by A.I. Investments CNBC: See how much prices have increased since 2020 — in one chart Bloomberg: Long Bonds Are Ringing a 2008 Alarm Bell New York Fed: Insurance Companies and the Growth of Corporate Loans’ Securitization Investopedia: Nationally Recognized Statistical Ratings Organization (NRSRO) Definition The DESK: Rules & Ratings: Ratings agencies spar in private ratings legitimacy debacle UNFTR Resources Video: Trump is Running Us Off a Cliff | CLOs Echo the Global Financial Crisis. Episode: Is Private Credit the Pin That Pops the Bubble? Essay: Trump and the Black Jelly Bean Theory. -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibilitySupport the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

[00:30] Elon Truth-Bombs the Economist (18 minutes) During a recent interview with the Economist, Elon Musk exposed journalism's double standard regarding right-leaning Americans. Objectivity in Western journalism is dead. [18:15] Celtic Throne II Feedback (3 minutes) [21:40] WorldWatch (4 minutes) [26:00] Key of David: ‘True Education' (Part 2) (27 minutes)

This week, comedian Hayden Johnson joins us to talk about bus friends, career day flops, light blaspheming, and so much more *Check out Hayden on Instagram *Go see Hayden on tour *Preorder The Amazing Venom *Check out more Amazing Spiderman content from Jordan. *Order Jordan's new Web of Venom comic. *Check out Jordan's comic Predator: Bloodshed. * Order Jordan's new 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!   ~ NEW 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. Produced by Christian Dueñas Help support this show and unlock bonus content! Become a member at https://maximumfun.org/joinjjgo

Where was Bubble Tea invented? How did Bubble Tea become so popular? What are Boba made of? Have you started your FREE TRIAL of Who Smarted?+ for AD FREE listening, an EXTRA episode every week & bonus content? Sign up right in the Apple app, or directly at WhoSmarted.com and find out why more than 1,000 families are LOVING their subscription! Get official Who Smarted? Merch: tee-shirts, mugs, hoodies and more, at Who Smarted?

On episode 474, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: the bloodbath in certain tech stocks, investor behavior in South Korea, a normal market environment, the Mag 7 shine has worn off, Nike lost its moat, why we don't have recessions anymore, boomers aren't downsizing, stocks vs. housing as an investment, Netflix is crashing, movies are back, and more. This episode is sponsored by YCharts and Vanguard. To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit https://go.ycharts.com/animal-spirits To learn more about Vanguard bonds, visit https://vanguard.com/audio Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Us On Social Media: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

ITB hosts Adam Caplan and Geoff Mosher finish a two-part podcast series examining which Eagles player is most on the bubble at each position.In the second and final part, they go through each defensive position.► Subscribe to our Patreon Channel for exclusive information not seen or heard anywhere else and become among smartest Birds fans out there (just ask our members!!) + get all of our shows commercial free and a lot more!!:https://www.patreon.com/insidethebirds► Sign up for our newsletter! • Visit http://eepurl.com/hZU4_n.For more, be sure to check out our official website: https://www.insidethebirds.com.►Support our sponsors!!► Camden Apothecary: https://camdenapothecary.com/Follow the Hosts!► Follow our Podcast on Twitter: https://x.com/InsideBirds► Follow Geoff Mosher on Twitter: https://x.com/geoffpmosher► Follow Adam Caplan on Twitter: https://x.com/caplannflNFL insider veterans take an in-depth look that no other show can offer! Be sure to subscribe to stay up to date with the latest news, rumors, and discussions.

(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health & AI: self-directed healthcare and biometric data (24:30) Politics, wealth tax, and AI as a truth-seeking force (35:12) Knicks & Sports Talk Thanks to our partners for making this possible! AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE Follow Mark: https://x.com/mcuban Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn:  https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

What do dinosaur fossils, Bubble Wrap, Super Soakers, Viagra, and Bob Ross have in common? More than you'd think. In this episode of The Box of Oddities, Jethro introduces the astonishing true story of Baron Franz Nopcsa—the eccentric Hungarian aristocrat who transformed himself into one of history's most visionary paleontologists. Decades before mainstream science caught up, he proposed that some dinosaurs were warm-blooded, cared for their young, and evolved through island dwarfism. But his remarkable life didn't stop there. Nopcsa also became an explorer, linguist, spy, and even launched a serious bid to become King of Albania. His extraordinary achievements, however, are overshadowed by one of the most tragic endings imaginable. Then Kat lightens the mood with a celebration of history's greatest happy accidents. Discover how forgotten experiments and unexpected mistakes gave us saccharin, Bubble Wrap, the Super Soaker, and even Viagra—proving that some of humanity's biggest breakthroughs happened because someone was curious enough to ask, "What else could this be?" It's an episode filled with brilliant minds, bizarre history, accidental inventions, dark twists, and the wonderfully unexpected. In this episode: * Baron Franz Nopcsa and the dinosaurs that changed science * The scientist who wanted to become King of Albania * Paleontology, espionage, and eccentric genius * The tragic final chapter of Franz Nopcsa's life * The accidental invention of saccharin * How Bubble Wrap went from failed wallpaper to shipping legend * The surprising origin of the Super Soaker * Why Viagra was originally developed for heart disease * Bob Ross, happy accidents, and the value of unexpected discoveries If you love strange history, forgotten inventors, scientific oddities, accidental discoveries, and true stories that are stranger than fiction, this episode belongs in your queue. Learn more about your ad choices. Visit megaphone.fm/adchoices

Danielle DiMartino Booth is the founder and CEO of QI Research, a global macroeconomic and market intelligence firm she launched in 2015 after spending nine years at the Federal Reserve Bank of Dallas, where she advised President Richard W. Fisher during the financial crisis. A leading expert on monetary policy and financial markets, she is the author of FED UP and a frequent contributor to CNBC, Bloomberg, Fox Business, Yahoo Finance, and The Wall Street Journal, bringing decades of experience from the Federal Reserve, Credit Suisse, and Donaldson, Lufkin & Jenrette. You can check out Danielle's youtube channel here: https://www.youtube.com/@DanielleDiMartinoBoothQI  Here's some of the topics we covered: From Wall Street to the Federal Reserve and why she became "Fed Up" How Federal Reserve policies fueled housing bubbles and distorted the economy Why inflation, jobs, and economic data may be telling the wrong story The growing distress in multifamily real estate and where the biggest opportunities lie Housing Bubble 2.0, changing demographics, and why home prices still have room to fall Recession risks, AI-driven job losses, and the future of the U.S. labor market What comes next for interest rates, inflation, and the American economy   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

ITB hosts Adam Caplan and Geoff Mosher start a two-part podcast series examining which Eagles player is most on the bubble at each position.In the first part, they go through each offensive position.► Subscribe to our Patreon Channel for exclusive information not seen or heard anywhere else and become among smartest Birds fans out there (just ask our members!!) + get all of our shows commercial free and a lot more!!:https://www.patreon.com/insidethebirds► Sign up for our newsletter! • Visit http://eepurl.com/hZU4_n.For more, be sure to check out our official website: https://www.insidethebirds.com.►Support our sponsors!!► Camden Apothecary: https://camdenapothecary.com/Follow the Hosts!► Follow our Podcast on Twitter: https://x.com/InsideBirds► Follow Geoff Mosher on Twitter: https://x.com/geoffpmosher► Follow Adam Caplan on Twitter: https://x.com/caplannflNFL insider veterans take an in-depth look that no other show can offer! Be sure to subscribe to stay up to date with the latest news, rumors, and discussions.

Plus: Oil prices finish higher. And shares in both Warner Brothers and Paramount decline after a judge temporarily blocked their $81-billion merger. Alexis Moore hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A fire department rescued a pony!See omnystudio.com/listener for privacy information.

In this episode, Barry and Phil are joined by their old friend and former colleague, John McHale, a seasoned creative leader and Chief Creative Officer now leading startups as they forge new creative frontiers in the age of AI. Barry, Phil, and John enjoy several trips in the wayback machine as they recognize both the similarities and differences between now and when they worked together in the 2010's. They also discuss how creative leaders need to build, lead, and mentor teams now that the "floor" is higher today than it has ever been. It is a lively, fun, and timely conversation that is sure to speak to both senior leaders wondering what's next, and junior designers trying to figure out "what now?" Enjoy!Drinks: Medusa Brewing Company Duchovni Pilsner, Founders Brewing Company Easy Drinking Beer Blonde Ale, Three Taverns Brewery Ukiyo Rice LagerLinks: https://www.mchaleportfolio.com/

AI spending is on pace to exceed $920 billion—but is Wall Street witnessing the start of a generational technology revolution or the early signs of another investment bubble?Windrock Wealth CIO Brett Rentmeester joins Maggie Lake to break down the unprecedented surge in AI infrastructure spending, why hyperscalers like Microsoft, Amazon, and Google continue pouring hundreds of billions into data centers, and whether investors should be worried that AI investment is getting ahead of demand.Brett also explains why he believes AI is still in its early innings, discusses the biggest risks facing today's market leaders, and shares his approach to portfolio management, including when to take profits, how to avoid concentration risk, and why disciplined investing matters more than chasing the hottest trend.

Asia's AI-fueled market rally has created huge winners — but also growing risks. In this episode, Merryn Somerset Webb speaks with Invesco fund manager Fiona Yang about why Korea's AI boom has become increasingly volatile, where she's still finding value in China and India and why the next generation of winners may be the companies using AI rather than building it.Join us in Edinburgh for Fringe Festival! https://www.edfringe.com/tickets/whats-on/the-butcher-the-brewer-the-baker-and-merryn-somerset-webbSee omnystudio.com/listener for privacy information.

Hallo und herzlich willkommen zu einer neuen, hochexplosiven Folge von Rektal Digital – Die Akte der Selbstdarsteller! Nach den heißen Tagen fühlen wir uns zwar wie ein Batzen Butter in der Sonne, aber beim Blick auf die aktuellen Ereignisse in der YouTube-Bubble gefriert uns glatt der Atem. Wir blicken heute tief in einen Abgrund, der selbst für diese dramatenerprobte Szene einen neuen, erschreckenden Tiefpunkt markiert. Was als passiv-aggressiver Beef, kleine Sticheleien und die übliche Spirale aus Provokationen begann, ist in den letzten Wochen völlig eskaliert. Im Zentrum der Akte steht diesmal Bernie (Bernies Nachtcafé). Wir rekonstruieren für euch die Chronologie des Konflikts: Der Ursprung des Bruchs: Wie alte True-Crime-Themen abflachten, neue Allianzen geschmiedet wurden und der moralische Kompass einiger Akteure zusehends liquider wurde. Das verfassungswidrige Thumbnail: Warum der gezielte Einsatz einer KI-Bildsprache mit Motiven des Auschwitz-Eingangstors gegen Moderatorin Jutta nicht nur geschmacklos, sondern ein handfester Skandal und eine unerträgliche Relativierung der NS-Verbrechen ist. Täter-Opfer-Umkehr par excellence: Wie nach einem viertägigen „Reset“ das Thema für erledigt erklärt wird und narzisstische Kommunikationsstrategien wie D.A.R.V.O. greifen, während juristische Konsequenzen drohen. Das Enthüllungs-Interview: Wir ordnen das emotionale Statement von Bridget und Marc bei Frank (Fernsehschatztruhe) ein – abseits verletzter Eitelkeiten, hin zu transgenerationalen Traumata. Die unsichtbaren Strippenzieher: Welche Rolle spielt die toxische Bubble rund um Impulsiva, die Content-Creator mit Love-Bombing überschüttet, solange sie als mediale Kettenhunde im Stellvertreterkrieg funktionieren? Wir blicken ganzheitlich auf beide Seiten, analysieren die Aufmerksamkeitsökonomie hinter dem obsessivem Hass und fragen uns: Wo endet die Dünnhäutigkeit und wo beginnt der totale Verlust der Menschlichkeit? Am Ende gibt es – trotz allem – natürlich auch wieder ein bisschen Situationskomik mit unserem Flattermann der Woche inklusive Fingerherz. Eure Meinung ist gefragt: Wie seht ihr die jüngsten Entwicklungen? Schreibt es uns in die Kommentare – aber wie immer gilt: Bleibt konstruktiv, respektvoll und sachlich. Bei uns wird händisch und extrem streng moderiert, um den Trollen keine Bühne zu bieten. Abonniert uns, aktiviert die Glocke auf „Alles“ (nicht personalisiert!), teilt das Ding und vergesst den Hype nicht!

C&R laugh about Rich's annual car wash! Last night at the ESPY Awards, Mike Tyson literally didn't know who Shohei Ohtani was. They talk bubbles & blind spots! Plus, Messi dropped dimes, Will Ferrell's Bday, & 'OLD-SCHOOL WHEN 50 HITS' launches!See omnystudio.com/listener for privacy information.

Disneyland opened on this day and find out who else performed at Taylor Swift's wedding.See omnystudio.com/listener for privacy information.

This week is the last Friday 5pm pod for a while, as we'll be on the road! Join us to talk about London Craft beer Festival's Top 50 Beers list, Jonny's foraging exploits, and why Jubel is the sign of craft's struggles.WATCH THIS WEEK'S VIDEO: https://www.youtube.com/watch?v=1VkDx4iyXWoSupport the showBrought to you by the team behind the Craft Beer Channel, The Bubble is a weekly podcast that gives you a way to wind down with your first beer of the weekend. Dig into craft beer, film and music culture as well as hearing what's going on in the wild world of Beer Tubing.BUY JONNY'S NEW BOOK! SIGNED COPIES: https://www.davids-bookshops.co.uk/products/the-meaning-of-beer-by-jonny-garrett-signed-pre-orderAMAZON: https://www.amazon.co.uk/Meaning-Beer-Jonny-Garrett/dp/1838959947/WATERSTONES: https://www.waterstones.com/book/the-meaning-of-beer/jonny-garrett/9781838959944SUPPORT US!Pledge on Patreon and get some cool merch & videos: https://www.patreon.com/craftbeerchannelCheck out our awesome sponsor The Malt Miller: https://www.themaltmiller.co.uk/Twitter – @beerchannelFacebook – http://www.facebook.com/thecraftbeerchannelInstagram – @craftbeerchannel

This week's discussion focused on encouraging inflation data, steady consumer spending, and the market implications of continued AI-driven investment. The team reviewed June CPI results, Fed Chair Kevin Warsh's congressional testimony, and the latest Beige Book findings ahead of the July FOMC meeting. While inflation showed signs of moderation, panelists noted that price pressures remain above target and are likely to keep the Fed on hold. The conversation also explored market rotation away from some AI leaders toward cyclical sectors, improving earnings trends, resilient credit markets, and the potential for broader economic participation as growth expands beyond mega-cap technology.03:43 — June CPI, Fed testimony, and Beige Book overview08:25 — Economic outlook, inflation trends, and AI-driven growth12:16 — Fed expectations, rates, and credit market dynamics17:28 — Market rotation, earnings season, and AI stock performance22:55 — Healthcare opportunities and broadening market leadershipAdditional ResourcesRead: Key Questions - Is Artificial Intelligence (AI) a “Bubble”?Read: IRS Releases Its Dirty Dozen Tax Scams and Schemes for 2026 Key QuestionsWeekly Investment BriefSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn 

The Chicago Bears enter the 2026 season with one of the most talented offensive cores they have had in years — but not every position group is built the same.On today's episode of Chicago Bears Central, Haize ranks the Bears position groups from best to worst heading into training camp. The tight end room led by Colston Loveland, Cole Kmet and Sam Roush may be the best position group on the entire roster — and possibly one of the best tight end rooms in the NFL. The offensive line, led by Joe Thuney, Darnell Wright and Jonah Jackson, also ranks near the top despite questions at center and left tackle.Haize also breaks down why Caleb Williams has pushed the quarterback room into the top three, why D'Andre Swift and Kyle Monangai give the Bears one of the NFL's best running back duos, and why the wide receiver room still has to prove itself after the departure of DJ Moore.On defense, the Bears have major questions. Can Jaylon Johnson and Kyler Gordon stay healthy? Can Malik Muhammad and Tyrique Stevenson stabilize cornerback? Will the linebacker room be fast enough? And is the defensive line still the biggest weakness on the roster?Plus, Haize looks at five Bears players on the roster bubble: Scotty Miller, Roschon Johnson, Stephen Carlson, Jaylon Jones and Daniel Hardy.Topics include: Chicago Bears position group rankings, Bears roster rankings, Colston Loveland, Cole Kmet, Sam Roush, Caleb Williams, Joe Thuney, Darnell Wright, D'Andre Swift, Kyle Monangai, Rome Odunze, Luther Burden, Bears defensive line, Bears linebackers, Bears roster bubble, Roschon Johnson, Scotty Miller, Daniel Hardy, Bears training camp.Podcast Links: https://linktr.ee/ChiBearsCentralGet at us:Email: ChicagoBearsCentral@gmail.comTwitter:@ChiBearsCentralPhone:  ‪(773) 242-9336‬Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

This week, we're joined by director and actor Kimmy Gatewood to talk about lesser-known Disney movies, clothes for birds, hidden sauce, and so much more.   *Follow Kimmy Gatewood on Instagram *Check out Descendants: Wicked Wonderland *Preorder The Amazing Venom *Check out more Amazing Spiderman content from Jordan. *Order Jordan's new Web of Venom comic. *Check out Jordan's comic Predator: Bloodshed. * Order Jordan's new 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!   ~ NEW 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. Produced by Christian Dueñas Help support this show and unlock bonus content! Become a member at https://maximumfun.org/joinjjgo

Dollywood opened on this day in history and Eric Stonestreet thought his invitation to Taylor Swift's wedding was spam.See omnystudio.com/listener for privacy information.

The Colonia Council has finally started preparing for its tenth anniversary celebrations, and it has called for vast amounts of a huge variety of commodities to be delivered to an Imperial system in the heart of the Bubble.

Wall Street has just posted one of its strongest quarters in history.The world's biggest banks delivered record profits as trading desks, investment banking and wealth management all fired at the same time. But with Jamie Dimon warning that conditions are "nearly as good as it gets", is this a peak or just the beginning of an even bigger cycle?In this episode, Anthony Cheung and Piers Curran break down what drove the blockbuster earnings from Goldman Sachs, J.P. Morgan, Morgan Stanley and Citi, why AI has become the biggest force behind investment banking, trading and capital markets, and whether today's record profits could be borrowing growth from tomorrow.They also analyse June's US inflation report, why the biggest monthly decline in CPI since 2020 isn't quite as straightforward as the headlines suggest, and what it means for Federal Reserve interest rate expectations.Finally, they revisit the biggest IPO of the year. After surging in its first few days of trading, why has SpaceX fallen back to its IPO price? From index fund buying and green shoe options to lock-up periods and insider selling, they explain the market mechanics that most investors never hear about.If you want to better understand what's driving global markets and how professionals think about the biggest financial stories each week, this episode is for you.(00:00) Wall Street's Record Quarter(02:55) Why Banks Made So Much Money(10:15) Morgan Stanley's Hidden Winner(15:24) Is This As Good As It Gets?(19:00) AI's $1 Trillion Spending Boom(25:14) US Inflation Cools(31:14) Why SpaceX Is Falling(35:10) Green Shoe Options Explained(38:36) SpaceX Lock-Up Risks(42:16) One IPO, Every Bank Wins

What's in the mind of Allyson?See omnystudio.com/listener for privacy information.

Explore Egypt  ***** with Billy Carson - Click Here -https://bit.ly/4BK_Sacred_Egypt_TourRegister ASAP! https://bit.ly/4BK-Sacred-Mexico-Tour30 Day Free Trial Of 4biddenknowledge.TV 30 Day Free Trial On 4biddenknowledge.TVSupport the show

Explore Egypt ***** with Billy Carson - Click Here - https://bit.ly/4BK_Sacred_Egypt_TourRegister ASAP! https://bit.ly/4BK-Sacred-Mexico-Tour

Is Wall Street chasing the wrong side of the AI boom?Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners, joins Maggie Lake to explain why the real bubble isn't artificial intelligence itself—it's the massive capital spending fueling the AI race.In this wide-ranging conversation, Boockvar discusses why investors should be cautious about semiconductor stocks, how China's rapidly advancing AI and memory-chip companies could pressure profit margins, and why he believes the market is entering a new phase where stock selection matters more than simply owning the hottest sector.Peter also explains why rising real interest rates are sending an important message, why government debt and deficits are becoming a bigger concern for markets, and why he continues to view gold as an attractive long-term investment despite its recent pullback.Whether you're investing in AI, technology, precious metals, or the broader market, this conversation offers valuable insights into the risks—and opportunities—that could shape the next phase of the investment cycle.

TMC Staff Mark Ramsey and Jennifer Watley Maxell continue their conversation with the Rev. Dr. Reggie Blount (Oikos Institute for Social Impact, Garrett Evangelical Theological Seminary) about partnering with those outside church's doors, the importance of seeing social impact as an act of discipleship, and the critical difference between theologies of ownership and stewardship.Episode Transcript.

July 15, 2026 — Is today's market another dot-com bubble, or is something fundamentally different this time? Zach argues that while parts of the market are clearly overheated, many of the underlying businesses are real—and that distinction matters. He explains why volatility may be the price investors pay for long-term opportunity, why relative valuations still matter, and where he believes investors should be looking despite the noise.Register Here for Zach's upcoming "Market Blind Spots" Webinar – July 23rd at 3:30 PM PST:KnowYourRiskPodcast.com

On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: why Apple vs. OpenAI could reshape Big Tech, IBM's surprising warning and what it says about the AI trade, whether we're living through an "anti-bubble," and the debut of a new high-yield ETF. They also break down the biggest takeaways from bank earnings, including JPMorgan's blockbuster quarter, Jamie Dimon's succession plans, and what AI is actually doing inside the banking industry. Plus, they discuss the launch of the Texas Stock Exchange, why competition is finally coming for QQQ, Josh makes the case for ServiceTitan, Michael brings another mystery chart, and much more. This episode is sponsored by Janus Henderson, Investing in a Brighter Future Together. Visit ⁠https://www.janushenderson.com/⁠ for more information. Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

The question is when, not if, the AI bubble is going to pop. As tech companies see share values skyrocket, it becomes more clear with each passing day that the value of these companies is built on a house of cards. So just how bad will the fallout be? Distinguished Fellow at the Center for Economic and Policy Research Dean Baker joins David Rothkopf to answer this question and more.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Want the cheat code to protect and grow your wealth? Check out Rebel Capitalist Pro https://rcp.georgegammon.com/pro

As part of our summer replay series, we're revisiting one of the standout conversations from Runtime, a16z's conference on AI infrastructure and the future of computing. Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George to examine the biggest questions surrounding today's AI investment cycle. Is AI a bubble? What does the unprecedented buildout of data centers, GPUs, and compute infrastructure mean for the economy? And how should investors think about the companies building the next generation of AI? The conversation explores frontier models, Nvidia, Google, custom silicon, AI infrastructure, application software, robotics, and why Baker believes today's AI investment cycle looks fundamentally different from the internet bubble of the early 2000s. Along the way, they discuss the economics of GPUs, enterprise software, AI business models, and what comes next as AI moves from experimentation into the broader economy.   Resources: Follow Gavin Baker on X: https://x.com/GavinSBaker Follow Atreides Management on X: https://x.com/atreidesmgmt Follow David George on X: https://x.com/DavidGeorge83 Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI hype is everywhere — and it's about more than AI taking over your job. It also affects the stock market, your investments, and even your student loan paydown strategy. Find out if we're living through another tech bubble moment, why student loan borrowers should pay attention, and how you might want to rethink where your extra cash goes in uncertain times.Key moments:(03:46) Deciding between paying extra on student loans vs. dollar-cost averaging into stocks(07:00) Using the 4% and 3% rules to calculate how much you need for financial independence(09:08) Regret-minimization (not just tax planning) should guide big financial decisions for student loan borrowers(12:40) Capturing tax loss harvesting benefits if the market crashes(13:41) Gauging which professions are most protected from AILike the show? There are several ways you can help!Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple PodcastsSubscribe to the newsletterJoin SLP Insiders for student loan loopholes, SLP app and member communityFeeling helpless when it comes to your student loans?Try our free student loan calculatorCheck out our refinancing bonuses we negotiatedBook your custom student loan planGet profession-specific financial planningDo you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!Mentioned in this episode:The SLP YouTube ChannelIf you're more of a visual learner or you like seeing charts, breakdowns, and exploring other topics, check out https://youtube.com/studentloanplanner

Donna & Steve open the show with some terrible "How hot is it???" joke, Shia LaBeouf saying his dad was a creep on his movie sets and Donna watched some of the new Little House on the Prairie on Netflix.In hour two, we play the Rosie O'Donnell edition of the College of Pop Culture Knowledge, why you shouldn't sit cross-legged too much and has clothing ever injured you?Finally, a new trailer dropped for Tom Cruise's new movie Digger, why people are replacing meals with snacks and we find out the Soup of the Day!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A reboot movie was released on this day in history and Kim Kardashian hard launches her new boyfriend.See omnystudio.com/listener for privacy information.

The question is when, not if, the AI bubble is going to pop. As tech companies see share values skyrocket, it becomes more clear with each passing day that the value of these companies is built on a house of cards. So just how bad will the fallout be? Distinguished Fellow at the Center for Economic and Policy Research Dean Baker joins David Rothkopf to answer this question and more.  This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Sophie, Chloe, and Kimmy as they go to the SitCenter, talking about all things sitting!  Then they talk a lot about bubbles (which is a metaphor for the push and pull of expectation and personal desire) and a lot about bubbles (which are things you put in the bathtub to make it fun).  Make sure to join the SubscribeStar to vote on this week's bet and get exclusive mini-episodes!Find us on BlueSky @theusualbet.bsky.socialEmail us at theusualmailbox@gmail.comSupport us at www.subscribestar.adult/sophieandpudding ★ Support this podcast on Patreon ★

Welcome to another episode of the Trader Joe's Wine Club, brought to you by Inside Trader Joe's. In this sip-sized segment, we're popping the cans on a new arrival in our wine section, Trader Joe's Calsecco. That whimsical name is a nod to the wine's California origins, as well as the Prosecco-style in which this brut bubbly is crafted. If you're looking for a super sipper for summertime barbecues, picnics, and pool parties… you'll want to listen in for a quick intro, then head to your neighborhood Trader Joe's to pick up a few four-packs! Transcript (PDF)

Part one of Secrets, River's interested in a new sport, Love 'Em or List 'Em!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us Fan MailLEARN THE CAPITAL RAISING STRATEGIES AND FRAMEWORKS used by alternative asset professionals: https://go.fundraisecapital.co/applyThis episode is brought to you by Reef Pass | Serial Acquisition Investors: Reef Pass Investors has spent the last 10 years focused on partnering with founders to launch and build long-term holding companies, and has a proven track record doing exactly that.To reach out to Reef Pass Investors, email holdcofounders@reefpassinvestors.comDOWNLOAD The AI Infrastructure Capital Scorecard: https://go.fundraisecapital.co/100m-blueprint-860536-648168-166304-426463-122119-538372-417197Download Ryan Miller's AI Infrastructure Capital Scorecard to evaluate AI investments, identify infrastructure opportunities, and avoid speculative risk. Is AI a bubble?AI infrastructure investing is the question defining private capital in 2026 and most fund managers are answering it wrong.In this episode of Making Billions, Ryan Miller asks the sharper question: where in the AI capital stack do contracted, asset-backed cash flows actually live? This episode delivers the framework every serious allocator needs. Not hype. A five-rung capital stack separating infrastructure money from bubble money and a scoring tool making it impossible to confuse the two in a live deal.The pattern has played out before. In 1999, dot-com equity was vaporized, trillions gone. The fiber laid during that bubble still carries traffic 25 years later. The bubble lived in the equity. The durable money lived in the infrastructure. AI is following the exact same pattern in real time. Allocators who see both things at once come out of this era wealthy.[THE HOST]: Ryan Miller is a fund manager, capital strategist, and former CFO turned angel investor in technology and energy. He is the founder of Fund Raise Capital and Aequor Capital Partners, and has mentored over 1,000 fund managers across private equity, private credit, venture capital, real estate, and alternative assets globally.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/ryanmilleroffical/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/Support the showSupport the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...

Every investor wants to identify the next market bubble before it bursts, but history shows that's far easier said than done. Whether it's technology stocks, housing, cryptocurrencies, or today's Artificial Intelligence leaders, distinguishing a true speculative bubble from a powerful long-term investment trend is one of the greatest challenges in investing. Lance Roberts explains why bubbles are so difficult to recognize in real time, the behavioral biases that cloud investor judgment, and how to manage portfolio risk without relying on perfect market timing. 0:00 INTRO 0:51 - Bank Earnings Kick off This Week 4:50 - Market Complacency is High 11:34 - AI Capex Risk Cuts Both Ways 16:02 - The Multiplier Effect of AI Cap-ex Spending 18:39 - Productivity Growth Illustrated 22:19 - Why Spotting Bubbles is Difficult - The Paradox 24:56 - A History of Stock Market Bubbles 28:00 - Valuations & Market Drawdowns 30:42 - Four Horsemen of Financial Bubbles 34:03 - The Bubble Checklist: Momentum vs Mania 42:53 - How to Stay Invested 46:45 - Order of Liquidation Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/7bEwrd8UCHM ------- Watch today's "Before the Bell" premarket commentary, "Momentum Meets Complacency," https://youtu.be/h4kEwVr7l-0 ------- Watch our previous show, "Yield Curve Warnings: Signal or False Alarm?" https://youtube.com/live/oFqAQg5DkiI ------- Articles mentioned in this report: "AI Capex Risk Cuts Both Ways In The American Economy" https://realinvestmentadvice.com/resources/blog/ai-capex-risk-cuts-both-ways-in-the-american-economy/ "Spotting Market Bubbles: Why History Says It's Nearly Impossible" https://realinvestmentadvice.com/resources/blog/spotting-market-bubbles-why-history-says-its-nearly-impossible/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #Investing #OilPrices #Semiconductor #MarketBubbles #BehavioralFinance #RiskManagement

Every investor wants to identify the next market bubble before it bursts, but history shows that's far easier said than done. Whether it's technology stocks, housing, cryptocurrencies, or today's Artificial Intelligence leaders, distinguishing a true speculative bubble from a powerful long-term investment trend is one of the greatest challenges in investing. Lance Roberts explains why bubbles are so difficult to recognize in real time, the behavioral biases that cloud investor judgment, and how to manage portfolio risk without relying on perfect market timing. 0:00 INTRO 0:51 - Bank Earnings Kick off This Week 4:50 - Market Complacency is High 11:34 - AI Capex Risk Cuts Both Ways 16:02 - The Multiplier Effect of AI Cap-ex Spending 18:39 - Productivity Growth Illustrated 22:19 - Why Spotting Bubbles is Difficult - The Paradox 24:56 - A History of Stock Market Bubbles 28:00 - Valuations & Market Drawdowns 30:42 - Four Horsemen of Financial Bubbles 34:03 - The Bubble Checklist: Momentum vs Mania 42:53 - How to Stay Invested 46:45 - Order of Liquidation Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/7bEwrd8UCHM ------- Watch today's "Before the Bell" premarket commentary, "Momentum Meets Complacency," https://youtu.be/h4kEwVr7l-0 ------- Watch our previous show, "Yield Curve Warnings: Signal or False Alarm?" https://youtube.com/live/oFqAQg5DkiI ------- Articles mentioned in this report: "AI Capex Risk Cuts Both Ways In The American Economy" https://realinvestmentadvice.com/resources/blog/ai-capex-risk-cuts-both-ways-in-the-american-economy/ "Spotting Market Bubbles: Why History Says It's Nearly Impossible" https://realinvestmentadvice.com/resources/blog/spotting-market-bubbles-why-history-says-its-nearly-impossible/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #Investing #OilPrices #Semiconductor #MarketBubbles #BehavioralFinance #RiskManagement

This week, we're joined by actor and MaxFun friend Hal Lublin to talk about McGruff the Crime Dog, travel rewards programs, jovial japes, and so much more.  *Follow Hal Lublin on Instagram *Check out Tights and Fights *Check out We Got This *Preorder The Amazing Venom *Check out more Amazing Spiderman content from Jordan. *Order Jordan's new Web of Venom comic. *Check out Jordan's comic Predator: Bloodshed. * Order Jordan's new 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!   ~ NEW 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. Produced by Christian Dueñas Help support this show and unlock bonus content! Become a member at https://maximumfun.org/joinjjgo

MacroVoices Erik Townsend & Patrick Ceresna welcome, Adam Parker. They discuss the U.S equity market. https://bit.ly/4aK7d1u        

Ben makes the case against it, and Emil makes the case for it. Plus a whole lot more. They're saying it's a banger episode. For bonus episodes, discord access, fan Q&A, merch, Ben's monthly playlist, and to support the show: https://benandemilshow.com/ The Chase Sapphire 100,000 point bonus is here! https://www.thecreditcardlist.com Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! For all you audio freaks: Spotify: https://open.spotify.com/show/7M0vN85aGO0zdh62hyg03I Apple: https://podcasts.apple.com/us/podcast/the-ben-and-emil-show/id1693270208 Amazon: https://music.amazon.com/podcasts/51280f1b-2fbd-4ea9-bdde-e96f70b5b1ae/the-ben-and-emil-show iHeart: https://www.iheart.com/podcast/269-the-ben-and-emil-show-117763570/ Follow us! TikTok - https://tiktok.com/@thebenandemilshow Instagram - https://instagram.com/benandemilshow Twitter - https://x.com/benandemilshow Ben - https://instagram.com/bencahn Emil - https://instagram.com/emilderosa https://www.youtube.com/emilderosa https://substack.com/@emilderosa Our newest acid video is out now so check it out! https://youtu.be/7vkFY3f5kkw Some other videos of ours you may enjoy: https://youtu.be/qX4pks0ASq8 https://youtu.be/_VOVxt3ZtIE https://youtu.be/5wsoc5pieuA https://youtu.be/dTbEk0pVh2w https://youtu.be/yGSs56bFzRU https://youtu.be/cIHWkY35cuc https://youtu.be/zBvVGHZBpMw https://youtu.be/1ZUWTkWV_MM https://youtu.be/_cM1XqA9n2U Chapters: 00:00 Intro + merch 07:10 Billionaire Tax Act 15:00 Decagon ad 16:53 Residence issues, legal precedence 30:50 Superpower ad 32:50 Nobody wants to move, Buffett rule 45:00 Too much money, arguments, ball torture 53:20 Trump accounts, Trump's trades 1:02:30 Bubble pop, gambling, robots __ MUD/WTR: Start your new morning ritual & get up to 43% off your @MUDWTR with code BAES at https://mudwtr.com/BAES ! #mudwtrpod Learn more about your ad choices. Visit podcastchoices.com/adchoices