Podcasts about Buffett

Dave welcomes everyone back for Episode 2 of Nothing to Hyde…by once again calling it Nowhere to Hide. Fortunately, Kim Bokamper is there to keep Dave somewhat on track as the guys tackle some much bigger questions surrounding the Miami Dolphins heading into the 2026 season.The Dolphins have one of the youngest rosters in football, could start as many as eight rookies, and are coming off what Bo calls one of the most “hideous” three-game stretches of preseason football he's ever seen. So what exactly should Dolphins fans expect this season?Dave and Bo discuss Malik Willis, the addition of former Syracuse quarterback Kyle McCord, Miami's young receiving corps, the massive role this rookie class could play and why this season may need to be judged by something other than wins and losses.Then Dave poses the question nobody wants to hear: Is Miami more likely to win four games…or none at all?But this is Nothing to Hyde, so naturally the conversation doesn't stay on football.Dave celebrates Warren Buffett's 96th birthday with an incredible story about calling Berkshire Hathaway and unexpectedly finding himself talking to Buffett for 30 minutes. That sends Bo down memory lane with stories involving Buffett, Don Shula, Edwin Pope—and his daughter having absolutely no idea she was standing near one of the richest men in the world.And finally, the guys tackle perhaps the most important Dolphins debate of all:Who has the greatest mustache in Miami Dolphins history?Jacob Rodriguez? Larry Csonka? Manny Fernandez? Or is Bo shamelessly voting for himself?Plus, Bo reveals why his daughters once cried when he shaved his mustache—and the questionable facial-hair decision he made immediately before his wedding.To follow Dave Hyde's Substack, visit https://davehyde.substack.com/

In this episode, Ben Felix and Dan Bortolotti take on 10 of the biggest myths in personal finance and investing. From the idea that young people should save every possible dollar to benefit from compounding, to assumptions about economic growth, dividends, index funds, valuation ratios, stock picking, bonds, gold, and homeownership, they examine the subtle details that can make  conventional wisdom misleading.   Ben and Dan explore why personal finance is often about balance rather than absolute rules, why spending decisions can be just as important as saving decisions, and how investors can confuse familiar stories with useful financial principles. Along the way, they discuss consumption smoothing, marginal utility, total returns, diversification, valuation, risk, inflation, and the trade-offs between renting and owning.   They also announce a new podcast initiative: future episodes featuring PWL clients discussing their experiences and the impact that financial planning has had on their lives.   Key Points From This Episode: (0:00:00) Highlights. (0:00:35) Ben and Dan return to the podcast and discuss recording from PWL's Montreal office. (0:01:09) A new podcast initiative: PWL clients will join future episodes to discuss their experiences with financial planning. (0:01:43) A new podcast initiative: PWL clients will join future episodes to discuss their experiences with financial planning. (0:02:18) How greater clarity about their finances can affect clients' important life decisions. (0:05:30) Introducing the main topic: 10 of the biggest myths in personal finance. (0:06:24) Myth #1: You should save as much as possible when you're young to maximize the benefits of compounding. (0:08:54) Why the marginal utility of consumption may be highest when income and living standards are comparatively low. (0:11:26) How health, skills, and experiences can also compound over time. (0:12:31) Why aggressive saving habits can sometimes lead to an inability to spend accumulated wealth. (0:13:37) Helping retirees identify what they actually enjoy spending money on. (0:15:35) Why spending and saving decisions can become emotionally charged and feel irreversible. (0:17:30) Saving as deferred consumption—and why the answer for most people is some balance between spending now and saving for later. (0:18:50) The life-cycle model and the idea of smoothing consumption across a lifetime. (0:20:23) Building a saving habit while also learning to spend thoughtfully. (0:21:09) Myth #2: Economic growth is good for stock returns. (0:21:30) Why economic headlines can influence investor psychology and investment decisions. (0:25:12) Why strong economic growth does not necessarily translate into strong stock returns. (0:25:12) Myth #3: Dividends explain a large percentage of historical stock market returns. (0:27:52) Why the source of a company's return does not make one component inherently more valuable than another. (0:30:57) Myth #4: Index funds only give investors average returns. (0:30:57) Why an index fund can outperform most active investors. (0:33:14) The difference between average performance and the performance of the average investor. (0:36:31) Myth #5: Future market returns are always low when the Shiller CAPE ratio is above 40. (0:36:31) What the Shiller cyclically adjusted price-to-earnings ratio measures. (0:41:25) Why valuation can contain information about expected returns without providing certainty about what markets will do next. (0:43:24) Myth #6: Warren Buffett proves that investors can beat the stock market by picking stocks. (0:43:24) Buffett's extraordinary career, the importance of his early performance, and the difficulty of using exceptional outcomes as a general strategy. (0:46:17) Myth #7: Bonds and cash are safe investments. (0:46:17) Why reducing stock exposure does not eliminate investment risk. (0:50:03) The distinction between short-term volatility and other risks, including inflation and purchasing-power risk. (0:53:59) Myth #8: Gold is an inflation hedge. (0:53:59) Why gold's long-term preservation of purchasing power does not necessarily make it a reliable hedge over intermediate periods. (0:56:28) Myth #9: Gold is the one true currency. (0:56:28) The long-running debate over what money is and who should control it. (1:00:42) Myth #10: Renting a home is throwing money away. (1:00:42) Why paying rent provides housing while allowing renters to retain capital for other purposes. (1:08:04) Why simple rules of thumb can sometimes be useful even when they are not financially optimal in every situation. (1:09:52) Wrapping up the 10 myths in personal finance.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Oil Reserves taking a hit. Finally getting to the recent high profile earnings. Market Top Calls (again). ALL TIME HIGHS – Then some consolidation (then highs again). Situational Awareness Update. SpaceX Bounces… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Reserves taking a hit - Getting to the recent high profile earnings - Market Top Calls (again) Markets - ALL TIME HIGHS - Then some consolidation - Lets round out earnings - Situational Awareness Update - SpaceX Bounces... Etsy - Layoffs With Better Numbers - Etsy is cutting about 220 jobs, or 12% of its workforce. - Management said the cuts were not primarily about cost savings or AI. ----- CEO Kruti Patel Goyal stated the restructuring aims to simplify the organization, remove management layers, and speed up decision-making to better compete against massive rivals like Amazon, Temu, and TikTok Shop - Q2 revenue was about $668 million and core marketplace sales improved. - Etsy also authorized another $2 billion share buyback. - Comes after selling Depop to eBay for about $1.4 billion. Polysilicon - Tariffs Plus Price Floors - U.S. policy adds a 15% tariff and minimum import prices on polysilicon and solar products. - Goal is to protect domestic production from low-cost foreign competition. - U.S. share of global polysilicon capacity fell from about 50% in 2005 to under 2% in 2024. - First Solar and T1 Energy jumped on the announcement. ---- The same playbook - rinse and repeat Chipotle - Salmonella Returns - Minnesota officials linked a salmonella outbreak to jalapenos served at Chipotle. - Chipotle removed the affected pepper supply and switched growers. - Shares fell roughly 8%-10% as investors remembered the company's earlier food-safety problems. - This is on top of the lettuce situation with Sweetgreen- look at  STOCK CHART FOR SG Michael Burry - Calling a Major Top - Michael Burry says the market may be near a "major top." - Warned of the possibility of a 1987-style market drop. - He is short names including Nvidia, Palantir, Tesla and semiconductor stocks. - Main concern is stretched valuations and crowded trades unwinding quickly. - This may be the 100th top he has called since the GFC ---- NVIDIA TURNS GPUs INTO AN ASSET CLASS - Nvidia signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. - The Wall Street firms would create dedicated pools of capital to finance Nvidia-based data centers and compute infrastructure at what Nvidia calls attractive rates for customers. - Jensen Huang: “This is really the first time that technology chips have become an investable asset class.” Nvidia says the compute assets now generate revenue and can increasingly be financed like infrastructure. - Nvidia could backstop as much as 25% of individual investments on a case-by-case basis - potentially up to about $125 billion if applied across the full program. STRATEGIC PETROLEUM RESERVE BREAKS 300 MILLION - The Strategic Petroleum Reserve fell by 6.1 million barrels to 298.7 million barrels for the week ended Aug. 7 - below 300 million for the first time since January 1983. - The SPR started 2026 around 415 million barrels, meaning more than 100 million barrels have already come out this year as releases were used to offset disruptions from the Iran conflict. - The reserve's authorized storage capacity is roughly 714 million barrels, leaving current inventories at about 42% of capacity. - Oil on the rise last week Earnings and such Toyota - Big Buyback, Better Outlook - Toyota raised its annual operating-profit forecast 13%, helped by the weaker yen. - Announced a share buyback worth up to $6.3 billion. - Quarterly operating profit still fell 9%, hurt by China weakness and higher Middle East-related costs. McDonald's - Value Problem - U.S. same-store sales rose just 0.8%, below expectations and well below last year's 2.5% growth. - Management blamed weak execution of value promotions and fewer digital deals. (and probably because everyone is taking weight loss drugs - see above) - Lower-income customer traffic remains a major pressure point. - McDonald's is bringing back more digital offers and loyalty promotions to drive traffic. Eli Lilly - Weight-Loss Machine - Lilly crushed Q2 expectations as Mounjaro and Zepbound drove most of the growth. - Mounjaro sales hit $9.94 billion; Zepbound brought in $4.93 billion. - Raised 2026 revenue guidance to $85-$87 billion. - Verzenio, its major breast-cancer drug, remains one of Lilly's biggest non-obesity products. - Lilly continues widening its lead over Novo Nordisk in the obesity-drug market. Disney - Parks Keep Printing Money - Quarterly adjusted EPS rose 28% to $2.06, beating the $1.86 estimate. - Parks and experiences revenue increased 10% to nearly $10 billion. - Global park attendance grew 4%. - Disney is selling its 50% stake in A+E Networks to Hearst for an estimated $1.2 billion. Oil - OPEC Adds Barrels, Maybe - OPEC+ agreed to raise September production targets by another 188,000 barrels per day. - The increase completes the rollback of a 1.65 million-barrel-per-day supply cut dating back to 2023. (In other words - planned so not a surprise) - Actual supply remains constrained because several producers are already pumping below quota. - Any normalization around the Strait of Hormuz could suddenly make OPEC+'s additional barrels much more important. Berkshire Hathaway - Greg Abel Starts Spending - Q2 operating earnings rose 16% to about $13 billion. - Berkshire bought $23.5 billion of stocks and sold just $3.7 billion - its first quarter as a net stock buyer in 14 quarters. - Bought back $4.5 billion of Berkshire shares, versus only $235 million in Q1. - Cash dropped from roughly $380 billion to $365 billion as Abel starts putting the massive cash pile to work. - Important shift: Buffett is still chairman, but this is one of the clearest signs yet of how Greg Abel may allocate capital differently as CEO. Situational Awareness - Nearly Blows Up, Investors Want Back In - The fund lost 67% in July after leveraged AI bets collapsed and forced a major stock sale to Citadel. - Despite the blowup, Situational Awareness was still up about 80% for 2026 because of huge earlier gains. - Bloomberg says Silicon Valley investors are already asking to put more money into the fund. - Situational Awareness is currently telling prospective investors it is not accepting new capital. - The fund has also continued making large private investments even after the near-collapse. --- Most recent was a $400B ---- There is some talk that Citadel made out like a bandit on the rescue Mercedes AMG - The Car Literally Brands You - Two Mercedes AMG owners filed a class-action lawsuit claiming the metal AMG logo embedded in the seat becomes dangerously hot in the sun. - One driver says he suffered first- and second-degree burns, with a dermatologist describing the injury as "AMG inscribed." - The lawsuit wants Mercedes to cover damages and remove the metal logos from affected vehicles. - Hard to beat this one: pay AMG money and get the logo branded into your back. Europe's Drought - History Starts Popping Out - Extreme drought and low river levels are exposing things that have been underwater or hidden for decades or centuries. - In Serbia, sunken German World War II warships have reappeared in the Danube. - In Britain, dry ground revealed outlines of medieval buildings; mammoth remains and ancient structures have also surfaced elsewhere. - Serious drought story, but visually one of the strangest side effects of the summer. Golden Toilet - $6 Million Flush - The 18-carat gold toilet was ripped out of Blenheim Palace in a five-minute raid and has never been recovered - but there is a conviction. - Prosecutors used phone data, forensic evidence and planning activity to link the gang to the theft. - One defendant had cased the palace beforehand and photographed entry points; another man had already pleaded guilty and admitted helping move the stolen gold. - Prosecutors believe the 98-kilo toilet was quickly cut up or melted down and sold as gold. - So the conviction was based on evidence of the robbery and disposal - not on recovering the actual toilet. Final Follow Up SpaceX - Space Junk Smashes Into the Moon - A dead SpaceX Falcon 9 rocket stage crashed into the moon at about 5,400 mph after drifting through space since January 2025. - The roughly 4-ton, school-bus-size object kicked up a lunar dust plume that astronomers detected from Chile. - The impact was accidental - solar activity and gravity gradually pushed the abandoned rocket stage onto a collision course. - NASA and SpaceX are now discussing ways to prevent future lunar crashes as more hardware heads toward the moon. - NEED Space garbage Trucks - something we have discussed on show for years (see next) Space Garbage Trucks - This Is Becoming a Business - Astroscale is building spacecraft designed to inspect, capture and remove dead satellites and other orbital debris. - Its ADRAS-J mission demonstrated close approach and inspection of a large piece of existing space junk - a key step before actually grabbing and removing debris. - ClearSpace is developing similar debris-removal spacecraft, including missions designed to rendezvous with and capture abandoned rocket hardware. - The business model is basically orbital towing: governments and satellite operators pay to remove dangerous junk or service aging spacecraft. - With tens of thousands of tracked objects already in orbit, "space sanitation" could become a real infrastructure business.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Die Wall Street startet uneinheitlich in die neue Woche, wobei der Nasdaq mit einem Plus führt, während der Dow Jones nachgibt. Im Tech-Sektor richtet sich der Blick erneut auf den gigantischen Kapitalbedarf des KI-Booms. Nvidia reduziert zwar die direkte Absicherung für das geplante OpenAI-Rechenzentrum in Ohio von ursprünglich 250 auf rund 120 Milliarden US-Dollar, könnte über die Finanzierung von Chipkäufen aber weitere rund 350 Milliarden US-Dollar bereitstellen und damit insgesamt weiterhin für bis zu 470 Milliarden US-Dollar im Risiko stehen. Gleichzeitig erwägt Nvidia eine Investition von bis zu 3 Milliarden US-Dollar in den Rechenzentrumsentwickler SB Energy. Für Aufmerksamkeit sorgt außerdem Berkshire Hathaway, das seine Beteiligung an Google um fast 50 Millionen Aktien auf rund 106 Millionen Aktien erhöht hat, aktuell etwa 36 Milliarden US-Dollar wert und damit inzwischen die drittgrößte Aktienposition des Konzerns hinter Apple und American Express. PayPal profitiert von Berichten über Übernahmegespräche mit Stripe und Advent International, nachdem ein erstes Angebot von 60,50 US-Dollar je Aktie offenbar als zu niedrig abgelehnt wurde, während Piper Sandler das Kursziel auf 59 US-Dollar erhöht. Positiv bleibt auch die Stimmung bei Cybersecurity: Wells Fargo stuft Okta hoch und sieht eine zunehmende KI-getriebene Nachfrage, während die Kursziele für Palo Alto Networks, CrowdStrike und Zscaler angehoben werden. Belastend wirkt dagegen der Ölpreis, Brent steigt auf rund 89 US-Dollar, nachdem sich das Verhältnis zwischen den USA und Iran zuletzt wieder verschlechtert hat. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

What does investing like Warren Buffett look like now that the Oracle of Omaha has retired? Michelle Martin follows the money at Berkshire Hathaway as the Greg Abel era takes shape, with fresh bets on US housing and a bigger position in Alphabet. What might Berkshire be seeing in a difficult housing market, and is its growing appetite for tech really such a departure from the Buffett playbook? In China, Goldman Sachs is looking beyond the usual AI names to companies supplying the hardware behind the boom. Could printed circuit boards, data centres and robotics components offer another way into the AI trade - and how much should investors factor in geopolitics? On Wall Street, Home Depot, Target, Lowe’s and Walmart put the American consumer under the microscope, while minutes from the Federal Reserve’s divided July meeting could offer clues on where rates go next. Plus, Michelle goes Up or Down on Stripe’s US$7 billion OpenRouter deal, WuXi AppTec after its huge rally and Alibaba as Qwen passes three billion downloads. And why are Chinese consumers more optimistic about AI than Americans? Where might Singapore sit? Finally, Spider-Man crosses US$2 billion as Hollywood rediscovers the power of the big-screen blockbuster. Hosted by Michelle Martin.See omnystudio.com/listener for privacy information.

HEY PARROTHEADS… READY TO FALL IN LOVE? This Friday at 5:00 PM Eastern, we're raising a glass to LOVE on Buffett on the Radio with Jersey Jon Persons!Because let's face it—love has inspired some of the best songs ever written… and probably a few questionable decisions along the way. From falling hard to falling apart, from heartbreak to happily-ever-after, we're exploring the songs and stories that prove love belongs on the island, at the beach, and definitely on the radio. Tune in Friday at 5 PM Eastern RadioA1A.com Miss the live show? Catch the replay later on your favorite podcast app.So grab your captain's hat, pour something cold, and bring somebody you love—or just bring your favorite playlist.Buffett on the Radio with Jersey Jon Persons Stories. Songs. Sunshine. Love.Friday at 5. Be there.And remember… good vibes are mandatory. Support this show http://supporter.acast.com/a1a-media-network. Hosted on Acast. See acast.com/privacy for more information.

August 12, 2026 - Zach and Chase discuss why one of the most valuable skills in investing may be the willingness to admit when you're wrong—and why political identity, ideology and confirmation bias can make that increasingly difficult. They also break down the latest developments around Iran and the Strait of Hormuz, why a prolonged stalemate could actually increase Iran's incentive to escalate, Washington State's tax debate, the federal deficit, Berkshire Hathaway's post-Buffett capital allocation, and another unusual day across AI, semiconductors and volatility.

The Alan Cox Show

What if your service drive became one of your dealership's most powerful—and consistent—vehicle sales channels? In this episode of Service Drive Revolution, Chris Collins, Hogi, and Adam reveal how dealerships can turn everyday service appointments into organic sales and trade-in opportunities without making customers feel pressured. The key isn't occasionally sending a salesperson into the drive—it's building a dedicated system where sales and service operate as one team. You'll discover how to: • Embed dedicated salespeople inside the service department • Use equity mining to identify the right opportunities • Incentivize advisors to facilitate strong customer handoffs • Introduce trade-in conversations before the appointment • Acquire valuable used inventory without relying on auctions • Use maintenance programs to create familiarity, trust, and retention • Build toward the future "portfolio manager" model—one person managing the customer's entire ownership journey The team also breaks down leadership lessons from Hard Knocks, explains why attention reveals a leader's true priorities, and explores how great systems make exceptional performance repeatable. If your dealership has "tried selling from the service drive" before and it didn't work, this episode will show you what was probably missing. #ServiceDriveRevolution #FixedOps #AutomotiveLeadership #AutomotiveSales #ServiceDrive #DealershipTraining 

Andrew, Ben, and Tom discuss Berkshire Hathaway finally deploying its cash pile with the $6.8 billion purchase of Taylor Morrison Homes, a $10 billion new stake in Google now among its top five holdings, and $4.5 billion in buybacks, prompting the question of whether Buffett's years of caution are giving way to optimism, operating earnings up 24% and utilities profit up 27% even as BNSF and Geico continue to lag, TSMC's strong July sales supporting Q3 guidance for 46-48% revenue growth, a rough stretch for agriculture with Taylor Farms recalling jalapeño products in a salmonella outbreak following an earlier Cyclospora scare, and Treasury Wine Estates taking a $500 million charge and retreating from its US "masstige" strategy as global wine consumption hits its lowest level since the 1960sJoin our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Der Tunnelbau-Unternehmer findet lobende Worte für Bahnchefin Evelyn Palla. Von der Politik fordert Herrenknecht volle Rückendeckung für sie – die kann sie gut gebrauchen.

Die Wall Street startet verhalten in die neue Woche. Im Fokus steht Intel mit einer geplanten Kapitalerhöhung über 15 Milliarden US-Dollar, zuzüglich einer möglichen Mehrzuteilung von 2,25 Milliarden US-Dollar, was wegen der Verwässerung zunächst belastet. Berkshire Hathaway meldet mit 12,98 Milliarden US-Dollar einen 16 Prozent höheren operativen Gewinn und 101,8 Milliarden US-Dollar Umsatz, allerdings profitiert das Ergebnis stark von sonstigen Erträgen, während GEICO schwächelt. Der Cashbestand sinkt auf rund 365 Milliarden US-Dollar, zugleich kaufte Berkshire für etwa 4,5 Milliarden US-Dollar eigene Aktien zurück. Im Tech-Sektor bleibt die KI-Nachfrage robust, TSMC meldet für Juli rund 45 Prozent Umsatzwachstum, während Nvidia bis zu 3 Milliarden US-Dollar in den Rechenzentrumsentwickler Lancium investieren will. Geopolitisch bleibt die Straße von Hormus ein Unsicherheitsfaktor, der Ölpreis zieht entsprechend an. Im Wochenverlauf stehen vor allem die Verbraucherpreise am Mittwoch, die Erzeugerpreise am Donnerstag und die Einzelhandelsumsätze am Freitag im Fokus. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Robert Hagstrom joins Matt Zeigler and Bogumil Baranowski to revisit the 25th anniversary edition of The Warren Buffett Portfolio and explain why volatility is not the same as investment risk.They discuss concentrated portfolios, active share, business valuation, behavioral finance, complex adaptive systems, and Warren Buffett's warning that the market's casino can overwhelm its cathedral.Matt Zeigler and I had the privilege of hosting Robert Hagstrom for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Available now on Excess Returns Podcast and Talking Billions.

Value investing spent fifteen years out of fashion. This year, it's beating the index almost everywhere you look — energy up roughly 20%, industrials 17%, healthcare 15%, utilities 14%, financials 12% — while the S&P 500 sits near 8–9%. This week we dig into the return of value investing and what the greatest investors of all time can teach us right now. On this week's Money On Tap, we go deep on the tradition that runs from Benjamin Graham through Warren Buffett and Charlie Munger: buying good businesses at sensible prices, collecting the dividends they pay you, and letting compounding do the heavy lifting. We explain why value went dark from roughly 2009 to 2025 — cheap money was rocket fuel for growth stocks — and why higher interest rates have flipped the script: growth borrows, value pays you. We connect the rotation to worn-out tech traders taking gains, the 401(k) flywheel, and the demographic engine underneath it all — roughly 10,000 baby boomers reaching retirement age every day, all needing present-day income. Plus Pepsi's 53-year dividend streak and a candid conversation about when mutual funds and ETFs stop making sense and direct stock ownership starts. What you'll learn:The sector scoreboard: energy ~20%, industrials ~17%, healthcare ~15%, utilities ~14%, financials ~12%, staples ~9% — vs. the S&P 500 near 8–9%Graham vs. Buffett: buy cheap and sell at fair value, or buy outstanding businesses and hold for decadesMunger's rule: "The big money is not in the buying or the selling, but in the waiting"Why low interest rates buried value for fifteen years — and why higher rates brought it backMargin of safety: the idea that protects you when you're wrongWhy money is rotating into companies that pay you to own them — dividends over promisesThe demographic engine: 10,000 boomers a day retiring and the demand for present-day incomeThe compounding story: Buffett's American Express dividends now exceed his entire original investment — every yearWhen funds stop making sense: the case for direct stock ownership at higher net worthPlus Money In The News:SpaceX says it's coming for AT&T, Verizon, and T-Mobile customers — but does satellite cell service actually work?The Treasury has refunded $100 billion in invalidated tariff revenue to companies — and none of it is coming back to youA tale of two housing markets: luxury demand surges while starter-home buyers finally see inventoryWant a white paper on this week's topic? Email us at info@yourmoneyontap.com and we'll send it over. Read our most recent Blog Post on this topic here: https://www.fmgwebsites.com/d772de05-9833-44e4-9676-f510f85cef74/blog/the-return-of-value-investing-why-boring-profitable-companies-are-winninSchedule a free consultation: https://app.greminders.com/t/9f3ce72e/initialconsultaBrowse the full Money On Tap library: https://www.brayshawfinancial.com/money-on-tap Contact UsPhone: 855-226-8551Email: info@yourmoneyontap.comOffice: 116 South River Road, Bedford, NH 03110Web: brayshawfinancial.comSecurities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. All other services offered through Brayshaw Financial Group, LLC are independent of Osaic Wealth, Inc. Osaic Wealth, Inc. and Brayshaw Financial Group do not provide tax or legal advice. Index and sector figures cited are approximate year-to-date values as of the air date, drawn from sources believed reliable, and subject to change. Dividend payments are not guaranteed and may be reduced or eliminated at any time. Past performance is not a guarantee of future results.What is value investing and why is it working again in 2026?Value investing means buying strong, profitable, often dividend-paying companies at sensible prices and holding them patiently — the approach built by Benjamin Graham and made famous by Warren Buffett and Charlie Munger. It struggled while near-zero interest rates favored growth stocks, but higher rates flipped the equation: in 2026, value sectors like energy (~20%), industrials (~17%), and healthcare (~15%) are outpacing the S&P 500's roughly 8–9%. The appeal is simple — instead of borrowing to chase growth, these companies pay shareholders real income today, and reinvested dividends compound over decades.

Calling All Parrotheads! Some songs are inspired by life. Others are inspired by Jimmy Buffett.Join Buffett on the Radio with Jersey Jon Persons this Friday at 5:00 PM Eastern on Radio A1A as we celebrate five incredible songs that trace their roots back to three of Jimmy's biggest classics. You'll hear how Buffett's music continues to inspire today's Trop Rock artists—and why his influence still stretches far beyond Margaritaville. If Trop Rock is your thing, you've found your happy place.So grab your captain's hat, pour your favorite drink, settle into your favorite chair—or your favorite hammock—and let us provide the soundtrack for your next island escape. Listen live Friday at 5:00 PM EasternRadioA1A.comStreaming 24/7 with the finest independent singer-songwriters in Tropical Americana—because paradise is never more than a click away. Can't catch us live?No worries! The replay will be waiting on your favorite podcast app whenever you're ready to drop anchor, unwind, and enjoy a little escape. Sunshine. Stories. Music inspired by the man who reminded us that changes in latitude can still lead to changes in attitude.Radio A1A — Music for the Road to Paradise.We'll see you Friday! Until then, keep chasing that saltwater state of mind... and remember, the flip-flops are optional—but the good vibes are mandatory. Support this show http://supporter.acast.com/a1a-media-network. Hosted on Acast. See acast.com/privacy for more information.

The important thing, the essential thing, is that we endeavor so to live that when we come to die even the undertaker will be sorry…

Will Harvey got into real estate the way a lot of people do. He dropped out of college after a double hip surgery ended football, landed on a mortgage desk in 2015, and figured out fast how leverage worked. He bought his first house on a $30,000 salary with his dad as a co-signer, rented out two of the three bedrooms, and house hacked a deal before he knew the word for it.Then came the part nobody puts in the brochure. Three rentals in an expensive market, no money left, and the discovery that owning property is not passive. As Will puts it, the only genuinely passive position in real estate is limited partner, and you pay for it by giving up control.So he kept moving. He left a high-paying W2 to flip houses, rolled the flip profits into syndications, took bonus depreciation against the gains, did a couple of deals as a GP. And somewhere in there he figured out what actually excites him is the finance side of the table, not the operating side.That led to a friends-and-family fund in 2023, an accidental first hard money loan, and eventually a dedicated 506(c) fund built on a specific idea: that hard money underwriting is due for a rebuild from first principles.Will walks through the seven risks he underwrites against, why he thinks most lenders collect the wrong paperwork while skipping the single most predictive input available, and how he uses AI to compress an underwriting file from hours to about ten minutes without giving up the verification step.He also talks about the $70,000 he lost on a deal he already knew he should not have taken, what he looks for in an investor conversation before he will accept a wire, and why the boring end of real estate is the point rather than the compromise.What you will learnWhy Will chose debt over equity, and what that decision has to do with temperament rather than returnsThe first-principles exercise he ran on lending, and the seven risks it producedWhich document lenders over-collect, and which input they skip entirelyHow AI actually sits in his underwriting stack, and where he still verifies by handWhat he screens for in a first conversation with a prospective investorWhy he charges points and has no prepayment penaltyConnect with Will HarveyWebsite: harvey-capital.comEmail: will@harvey-capital.comLinkedIn: search Will Harvey, Harvey CapitalThis week's bookTitan: The Life of John D. Rockefeller, Sr. by Ron ChernowWill also mentioned The Book of Elon, a compilation of Elon Musk's own thinking pulled from interviews. He reads both the same way: printed out, at night, when his mind has slowed down enough to actually absorb it.Chapters00:00 Cold open: the first call with a borrower00:35 Welcome01:40 Who Will Harvey is and what Harvey Capital does02:27 Dropping out, double hip surgery, and the mortgage desk03:43 House hacking the first deal before he knew the term04:44 Nothing about owning rentals is passive05:29 Leaving a high-paid W2 to flip houses06:31 The realization: he is not an operator, he is a finance guy06:58 The 2023 friends-and-family fund07:50 The accidental first hard money loan08:06 Graduating from a 506(b) to a 506(c)10:02 Why debt instead of equity13:13 How he protects capital13:32 Applying SpaceX first principles to lending15:53 The seven risks he underwrites against16:25 Over-documenting what does not matter17:00 The borrower's story as the real underwriting input18:49 A word from Elevista Connect19:52 Screening investors on temperament, not just accreditation20:04 Why the one-year term filters people out21:00 Boring is the whole point23:20 Where the borrowers actually come from23:30 Google ads, and turning them off24:15 The REIA coin flip28:39 How Will uses AI to run the business28:44 Claude Code on the terminal30:40 Recording borrower calls as a data point31:52 Compressing hours of underwriting into ten minutes32:36 Incumbent lenders move like turtles33:01 Why flippers actually buy speed35:09 No prepayment penalties, and the reason why36:23 Lightning round36:52 What drives him37:50 The best advice he ever got38:25 Buffett: price and value are two different things39:40 The decision he would take back40:44 Losing $70,000 on a deal outside the buy box41:32 The return on brain damage41:52 What is on his nightstand41:58 Titan, and The Book of Elon43:33 Ed's NotebookLM workflow for books he never gets to45:55 How Will defines success46:12 Outcomes are a distraction, focus on the process47:50 You only get 18 summers48:56 How to reach Will49:03 harvey-capital.comThis has been the Real Estate Underground. Don't forget to subscribe, it helps us grow.Elevista - Speed as a Service™Elevista Connect is the first AI-powered lead conversion system built for real estate investors.

Two prosecution bosses down, and counting. The Madlanga Commission has just claimed its second casualty, and a leaked recording shows exactly how bad it got. Meanwhile fresh polling suggests the ANC is about to lose over 500 council seats, Interpol has crowned South Africa the ransomware capital of the continent, and the FSCA has landed a R2.8 billion fine on the company behind those Elon Musk deepfake ads, the same scam BizNews first exposed. On the markets side, Nedbank, Telkom and Stor-Age all moved today, Lewis Group looks like a Buffett-style bargain hiding in plain sight, and Amazon just delivered one of the biggest single day gains in its history. Andy Jassy explains, in his own words, exactly why.

The Morning XTRA with Tug and Los delivers conservative talk on the biggest political, cultural, and news stories of the day. Smart analysis, unapologetic opinions, and real conversations every weekday morning. Every weekday from 6a to 10a! The 8 o'clock hour is brought to you by Central Heating & Air, your Atlanta Carrier Experts. 770-GET-HEAT, Centralheat.com First Thing To Know: You wanna see the DSA’s plan for when they are elected? Florida’s AG is already planning a case against Fauci Are you in on Buffet’s? Atlanta's ONLY All Conservative News & Talk Station.: https://www.xtra1063.com/See omnystudio.com/listener for privacy information.

The Morning XTRA with Tug and Los delivers conservative talk on the biggest political, cultural, and news stories of the day. Smart analysis, unapologetic opinions, and real conversations every weekday morning. Every weekday from 6a to 10a! Tug and Los break down the Democratic Socialists of America's vision for governing, the growing legal scrutiny surrounding Dr. Anthony Fauci as Florida's attorney general prepares a potential case, and the increasing criticism of Fauci from across the political spectrum, including Stephen A. Smith. The guys also discuss whether there's such a thing as a "regular Democrat" anymore, revisit how Fauci was portrayed in pop culture, and examine what they see as the growing influence of socialism in American politics. On today's show:• A great day at Dr. Rich McCormick's Job Fair• Why Tug and Los say they don't warn about communism for attention• A walk down memory lane of how Covid lies fell apart• The Babylon Bee's satire of the Left's support of Hitler• Woody Harrelson sums up Big Pharma• Are you in on Buffett's?Atlanta's ONLY All Conservative News & Talk Station.: https://www.xtra1063.com/See omnystudio.com/listener for privacy information.

The Warren Buffett conversation continues! After the response to our 400th episode, Mark Longo and Dan Passarelli head back to the mailbag to tackle even more listener questions about the Oracle of Omaha and his approach to options. On this episode, we discuss: Are covered calls compatible with Buffett's buy-and-hold philosophy? Would Buffett ever use LEAPS instead of buying stock? Is "getting paid to wait" really the same thing as selling option premium? Does Buffett care about implied volatility when selling options? How might Buffett use options once he owns a stock he plans to hold forever? The unusual economics behind some of Buffett's legendary long-term put trades Why the "magical Buffett premium" may be something ordinary options traders can only dream about Plus, a trip deep into the Options Boot Camp archives

The Warren Buffett conversation continues! After the response to our 400th episode, Mark Longo and Dan Passarelli head back to the mailbag to tackle even more listener questions about the Oracle of Omaha and his approach to options. On this episode, we discuss: Are covered calls compatible with Buffett's buy-and-hold philosophy? Would Buffett ever use LEAPS instead of buying stock? Is "getting paid to wait" really the same thing as selling option premium? Does Buffett care about implied volatility when selling options? How might Buffett use options once he owns a stock he plans to hold forever? The unusual economics behind some of Buffett's legendary long-term put trades Why the "magical Buffett premium" may be something ordinary options traders can only dream about Plus, a trip deep into the Options Boot Camp archives

On the latest 100 Year Thinkers, Robert Hagstrom joins Matt Zeigler and Bogumil Baranowski to revisit the 25th anniversary edition of The Warren Buffett Portfolio and explain why volatility is not the same as investment risk.They discuss concentrated portfolios, active share, business valuation, behavioral finance, complex adaptive systems, and Warren Buffett's warning that the market's casino can overwhelm its cathedral.The Warren Buffett Portfolio – 25th Anniversary Editionhttps://amzn.to/3TVXoruRobert Hagstrom on Xhttps://x.com/RobertGHagstromEquity Compasshttps://www.equitycompass.com/Topics coveredWhy Markowitz's definition of risk as variance shaped modern portfolio theoryWhy Buffett views permanent capital loss, not volatility, as the real investing riskWhat Hagstrom's study of 3,000 portfolios revealed about concentration and market outperformanceThe difference between know-something investors and investors better served by indexingHow benchmark awareness creates closet indexers and weakens active managementWhat loss aversion and prospect theory explain about investor behaviorWhy Darwin, William James, and complex adaptive systems offer better models for marketsBuffett's cathedral and casino metaphor for business ownership versus speculationThe El Farol problem, Jim Simons, and why successful market models stop workingWhy options trading, leveraged ETFs, and record single-stock dispersion may be strengthening the casinoHow to evaluate portfolios using cash flow, return on invested capital, and look-through earningsWhy permanent capital and System 2 thinking are essential for focused investingTimestamps00:00 Intro04:00 Why Markowitz defined risk as variance11:47 What 3,000 portfolios revealed about concentration17:17 Know-something versus know-nothing investors22:23 Kahneman, loss aversion, and modern portfolio theory26:58 Darwin, pragmatism, and adaptive markets32:28 Buffett's cathedral and casino metaphor37:37 The El Farol problem and why markets resist prediction42:08 Why investors crave market forecasts46:16 Why investing is most intelligent when businesslike51:38 Record stock dispersion, options, and leveraged ETFs56:00 Measuring portfolio progress through business economics01:00:43 Why permanent capital enables focus investing01:04:43 How markets survive widespread investor mistakesLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms, or their clients.

Most of us think we're pretty good drivers. But even experienced drivers develop bad habits without realizing it. Fortunately, a few simple adjustments can make you a safer, more alert driver—and could even help you avoid a serious crash.https://www.nhtsa.gov/road-safety Ask people to name the greatest investor of all time and chances are Warren Buffett will top the list. So what does he know that the rest of us don't? What principles has he followed for decades that allowed him to build one of history's greatest fortunes—and how can ordinary investors put those same ideas to work? Here to explain is John Longo, Professor of Professional Practice in the Finance and Economics Department at Rutgers Business School and Chief Investment Officer of Beacon Trust, a $3+ billion registered investment advisor. He is co-author of the book, Buffett's Tips: A Guide to Financial Literacy and Life.(https://amzn.to/4fjckqZ) No matter how hard we try to avoid them, disagreements are a part of life. The problem is that too many of them quickly turn into arguments where no one changes their mind and everyone walks away frustrated. But research shows there are surprisingly effective ways to disagree that make people more willing to listen, preserve relationships, and often lead to better outcomes. Here with that practical advice is Julia Minson, a behavioral scientist whose work focuses on the psychology of disagreement. Her research has been featured in TIME, The Atlantic, The Washington Post, and The New York Times. She is a professor at Harvard Kennedy School and author of the book How to Disagree Better (https://amzn.to/4wHHbEx). Many of us are making a common mistake with modern dishwashers that actually makes them clean worse. It feels like the right thing to do, but it can prevent the dishwasher from doing the job it was designed to do—and waste water in the process. https://www.consumerreports.org/appliances/dishwashers/how-to-load-a-dishwasher-a6704518317/ PLEASE SUPPORT OUR SPONSORS WAYFAIR: Ready to upgrade your home for way less? Head to ⁠⁠⁠⁠https://Wayfair.com⁠⁠⁠⁠ right now to shop all things home and get your space ready for less.  QUINCE: Elevate your summer wardrobe. Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365-day returns. Now available in Canada, too! SHOPIFY: It's time to turn those "what ifs" into CHA CHING with Shopify Today! Sign up for your $1 per month trail and start selling today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Shopify.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ INDEED: Get a $75 Sponsored Job credit to help get your job the premium status it deserves at ⁠⁠⁠https://Indeed.com/PODCAST⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, William Green chats with Christopher Begg, a renowned hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris is also an adjunct professor at Columbia Business School, where he teaches the prestigious Security Analysis course that Ben Graham taught to Warren Buffett in 1951. Here, Chris shares rich insights about Tesla, Alphabet, SpaceX, Constellation Software, & the art of discovering great investments hidden in plain sight. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:30) How writing helps Chris Begg to “compress complexity into essence” (00:10:38) How to succeed by slowing down, training your attention, & going deep (00:32:48) How Alphabet embodies everything he seeks in a long-duration compounder (00:38:44) How fears of AI disruption created enticing bargains among software stocks (00:43:18) Why he focuses on great businesses with 8 layers of competitive advantage (00:55:04) What he learned from Buffett & Munger about the power of deserved trust (01:02:17) What ancient cathedrals can teach investors about businesses that endure (01:08:15) Why he steered clear of Elon Musk, then changed his mind & bet big on Tesla (01:24:58) What investors don't yet see about the emerging capabilities of SpaceX (01:33:04) Why he reveres right-brained investment giants like Bill Miller & Nick Sleep (01:38:52) How Chris structures his life to create enduring value (01:51:43) How to prosper mightily without engaging in “extractive short-termism” (01:59:00) How a magical experience with his son reveals the true meaning of wealth Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Inquire about William Green's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Richer, Wiser, Happier Masterclass⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Christopher Begg's investment firm, East Coast Asset Management. Robert Pirsig's books Zen & the Art of Motorcycle Maintenance & Lila. Iain McGilchrist's books The Matter with Things & The Master & His Emissary. Christopher Begg's song, The Great Work. William Green's podcast episode with Daniel Goleman & Tsoknyi Rinpoche. William Green's 2025 podcast episode with Christopher Begg. William Green's 2023 podcast episode with Christopher Begg. William's book, ⁠⁠Richer, Wiser, Happier⁠⁠. Follow William Green on ⁠⁠⁠X⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠⁠⁠sponsors⁠⁠⁠⁠: ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate und auf der hauseigenen European Investor Exchange, die genau auf Privatanleger zugeschnitten ist. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Huthi greifen Saudi-Öltanker an, Ölpreis über 100 $. Zinsen steigen global. NASDAQ, Alphabet und Tesla unter Druck. T-Mobile und STMicro leiden unter Fluch der hohen Erwartungen. Nestlé sinkt auch, aber verkauft Wasser. Hedgefonds-Legende Terry Smith galt als britischer Buffett. Jetzt läuft sein Fonds dem Markt hinterher und Investoren ziehen Milliarden ab. Sein Ausweg: Momentum statt Qualität. Mit Applovin, TSMC und GE Vernova. Nokia (WKN: 870737) ist zurück. Börsenwert in einem Jahr von 20 auf 50 Mrd. € verdoppelt. Der Grund: KI-Rechenzentren. Der Umsatz im AI & Cloud-Bereich wächst 105%. Nokia produziert eigene Indiumphosphid-Chips für optische Datenübertragung. Diesen Podcast vom 24.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Can one of the world's greatest long-term investors teach options traders a thing or two? To celebrate the 400th episode of Options Boot Camp, Mark Longo welcomes Dan Passarelli and special guest Russell Rhoads for a fascinating deep dive into Warren Buffett's real options strategies. While Buffett famously called derivatives "financial weapons of mass destruction," the reality is far more nuanced. The panel explores how Berkshire Hathaway has used cash-secured puts, covered calls, long-dated index options, warrants, and over-the-counter derivatives to build positions, generate income, and manage risk. The discussion also covers Buffett's famous global index put trades, why he prefers selling puts to enter positions, how he thinks about valuation, risk management, and knowing when to admit mistakes. Whether you're a buy-and-hold investor or an active options trader, this milestone episode offers timeless lessons on patience, discipline, and using options as investing tools rather than speculation. In this episode: Celebrating 400 episodes of Options Boot Camp The truth behind Buffett's "financial weapons of mass destruction" quote Why Buffett sells cash-secured puts Covered calls and long-term investing Buffett's legendary global index put trades OTC derivatives vs. listed options Risk management lessons every options trader can use Buffett's biggest investing mistakes—and what they teach us

Can one of the world's greatest long-term investors teach options traders a thing or two? To celebrate the 400th episode of Options Boot Camp, Mark Longo welcomes Dan Passarelli and special guest Russell Rhoads for a fascinating deep dive into Warren Buffett's real options strategies. While Buffett famously called derivatives "financial weapons of mass destruction," the reality is far more nuanced. The panel explores how Berkshire Hathaway has used cash-secured puts, covered calls, long-dated index options, warrants, and over-the-counter derivatives to build positions, generate income, and manage risk. The discussion also covers Buffett's famous global index put trades, why he prefers selling puts to enter positions, how he thinks about valuation, risk management, and knowing when to admit mistakes. Whether you're a buy-and-hold investor or an active options trader, this milestone episode offers timeless lessons on patience, discipline, and using options as investing tools rather than speculation. In this episode: Celebrating 400 episodes of Options Boot Camp The truth behind Buffett's "financial weapons of mass destruction" quote Why Buffett sells cash-secured puts Covered calls and long-term investing Buffett's legendary global index put trades OTC derivatives vs. listed options Risk management lessons every options trader can use Buffett's biggest investing mistakes—and what they teach us

1% Bonus und eine Beteiligung an Anthropic. Das gibt's grad beim BlackRock Private Equity Fund im Broker von Scalable Capital. Mehr Infos hier. Hasbro hebt Prognose dank Magic. 3M drückt 350 neue Produkte raus. Intersnack kauft US-Snackfirma Utz für 2 Mrd. $. NVIDIA hält fast 10% an Nebius. Biotech-IPOs boomen mit 55% Rendite. Jamie Dimon warnt. Novo Nordisk klagt. Chip-Aktien steigen. Einen Dollar für 50 Cent kaufen. Das koreanische Spieleunternehmen Gravity (WKN: A14SPA) sitzt auf 400 Mio. $ Cash, ist aber kaum mehr wert. Jetzt kommt die erste Dividende ever. Startschuss für den Abbau des Cashbergs? Coca-Cola (WKN: 850663) bringt seinen indischen Abfüller 2027 an die Börse. Bewertung: 10 Mrd. $. Gleichzeitig greift Indiens reichster Mann mit einer 10-Cent-Cola an. Reliance Industries (WKN: 884241) als Indien-Wette? Diesen Podcast vom 22.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Hinweis: Es gelten Teilnahmebedingungen. Kapitalanlagen bergen Risiken. Es bestehen Liquiditätsbeschränkungen. Bitte beachte die spezifischen Produktinformationen. Teilnahmebedingungen: www.scalable.capital Learn more about your ad choices. Visit megaphone.fm/adchoices

College degrees that don't pay off. Rising foreclosures. Warren Buffett's warning about a culture obsessed with gambling instead of investing. Plus, Art answers two important listener questions: How much should you really spend on an engagement ring, and what's the biggest financial mistake a man can make in his 30s?Resources:8 Money MilestonesAsk a Money Question!

Ralph welcomes back his old running mate, Native American activist, Winona LaDuke, who has devoted her life to advocating for Indigenous control of their homelands, natural resources, and cultural practices to talk about her latest incarnation: hemp farmer. Then, we'll speak to Hal Weitzman, from the University of Chicago's Booth School of Business, about how Elon Musk's feud with Delaware may transform corporate America. Plus, we tick off Robert Reich's ten policy prescriptions the Democratic Party should fight for to beat the GOP in the upcoming midterms.Winona LaDuke is an activist, economist, and author, who has devoted her life to advocating for Indigenous control of their homelands, natural resources, and cultural practices. She is also a two-time vice-presidential candidate with Ralph Nader. Ms. LaDuke lives and works on the White Earth Ojibwe reservation in northern Minnesota, where she runs Winona's Hemp & Heritage Farm. She is also a member of the Indigenous Hemp & Cannabis Farmer's Cooperative.I'm looking first at seed sovereignty. We're growing [European hemp] varieties and then we're growing these feral hemp varieties. They're called feral varieties (which of course, that's something that I love) which means that when they eradicated hemp in the 1930s with the Marijuana Prohibition Act—well, they missed some spots. And those guys kept growing. And so 80 years of being illegal—isn't that great? Something that's illegal for 80 years is still with us, rocking out. And so I figure if you grew illegally for 80 years, you are really a tough hemp plant…And so we are growing out these hemp varieties and built a cooperative because we want to own the seeds and we want to own the technology (the value-added processing), and we want to use this hemp as a part of our future as tribes.Winona LaDukeMy grandsons are farming. I don't know who else can say their grandchildren are farming—let me know. My grandchildren are farming. They're running the horses. They're running the farms. You know, that's a retirement plan. My 401k will be worth nothing, but my grandchildren will feed me. This is my strategy.Winona LaDukeHal Weitzman is Executive Director for Intellectual Capital at the University of Chicago Booth School of Business, editor-in-chief of Chicago Booth Review, and host of The Chicago Booth Review podcast. A former Financial Times editor and foreign correspondent, he is the author of Latin Lessons: How South America Stopped Listening to the United States and Started Prospering and What's the Matter with Delaware?: How the First State Has Favored the Rich, Powerful, and Criminal—and How It Costs Us All.There is a race to the bottom. There's been a race to the bottom for many decades. That's not new. I think it's accelerated somewhat. Delaware has joined that race from having been something of a “premium product” in terms of incorporating companies—Delaware has become a bit more “cut-price” I would say, and in that sense has followed Texas and Nevada. So the conclusion that we have a race to the bottom and it may be worse than Delaware—actually I think Delaware's already there. So it's not that it's getting worse outside of Delaware, it's getting worse including Delaware.Hal WeitzmanThe trend I think we're seeing is the exclusion of small shareholders completely—regardless of the status of your shares, this is about how big you are. And if you're a small shareholder there is no corporate democracy for you… It was practice in the past for activist groups, campaigning groups, to buy one share of a company and then to go to the shareholder meeting so they could make the point that they wanted to make. Now that kind of shareholder democracy is being encroached on. And the extent now is to say: unless you have a large position (regardless of the size of the company and the cost of the shares), you will not be allowed to bring suits against the executives for the correct running of the company.Hal WeitzmanNews 7/17/26* Our top story this week is New York Governor Kathy Hochul's decision to impose a one-year “pause” on the construction of AI data centers across the state. ABC7 reports that this is the first such moratorium in the nation, despite similar attempts in several states, most notably Maine where Governor Janet Mills vetoed a bill to this effect. Hochul argues that the pause is necessary so lawmakers and regulators can formulate “Guardrails to reduce the risk to our energy grid, minimize land disruption, noise pollution, and protect our natural resources, especially our water supply.” Hochul's move comes amidst a broader push against AI data centers from the left. Semafor reports Senator Bernie Sanders proposed a nationwide ban in March and many progressives running for state and local office in the midterms have made this a cornerstone of their campaigns. According to this piece, “In February, polling from Marquette Law School found 70% of all Wisconsinites agreeing that ‘the costs of the data centers outweigh the benefits.' Among Democrats, the number was 85%.”* Another progressive Member of Congress quite literally stepped into another hot-button political issue this week. While visiting a Palestinian village in the occupied West Bank Wednesday, Al Jazeera reports armed settlers stopped the van of Representative Ro Khanna and were “later joined by Israeli soldiers who continued to block the road.” In a video, Khanna points out, settlers can be seen “brandishing M4s [rifles], kicking the tyres of our van, laughing at us, mocking at us, videotaping us.” This continued for over an hour and was only resolved when he reached out to the American Embassy, according to Khanna. Israel has responded to this fiasco by blaming Khanna, accusing the congressman of failing to coordinate his trip with the Israeli government; Khanna retorted that “The [Israeli military] is lying” and called for the arrest of the violent settlers. Conservative political commentator Tucker Carlson excoriated U.S. Ambassador to Israel Mike Huckabee, writing “An American member of congress is threatened by foreign terrorists carrying American rifles, backed by a foreign military paid for by American taxpayers, and the US ambassador to that country says not a word in defense of his own countryman…It's too much, too insulting and humiliating to America.”* Following his return from occupied Palestine, Khanna again teamed up with Republican Congressman Thomas Massie of Kentucky to sponsor an amendment to the National Defense Authorization Act (NDAA) which would have removed the “United States-Israel Defense Technology Cooperation Initiative” from the must-pass legislation. Responsible Statecraft describes the initiative as “an unprecedented integration of the U.S. and Israeli military industrial complexes,” by creating “an executive agent within the Department of Defense whose sole responsibility is furthering U.S. and Israeli military tech integration across nearly every facet of the defense process.” This article also notes that “Israeli Prime Minister Benjamin Netanyahu has described this shift in the U.S.-Israel relationship as ‘my plan.'” However, House leadership is not backing this commonsense, bipartisan amendment. In a letter, Minority Leader Hakeem Jeffries said he would vote against the amendment, calling it “overly broad” and claiming the amendment would “restrict our country's ability to confront Hamas, Hezbollah and other terrorist organizations in the region who are sworn enemies of both the United States and Israel,” per the Times of Israel. However, Jeffries pledged not to whip votes against the amendment and indeed the House Minority Whip, Congresswoman Katherine Clark, voted for the amendment as did Speaker Emerita Nancy Pelosi, despite the opposition of Jeffries and House Democratic Caucus Chair Pete Aguilar. The Congressional Progressive Caucus reportedly whipped votes in favor of the amendment.* In more Israel-related news, this week Marco Rubio – who serves as Secretary of State as well as the acting National Security Advisor – announced that the State Department will launch a “sweeping campaign to dismantle…the International Criminal Court.” CNN observes that “The administration's ire against the ICC goes back to President Donald Trump's first term, when it targeted the ICC for seeking to investigate alleged war crimes committed by US forces in Afghanistan,” and that since taking office for the second time, the Trump administration has “imposed a slew of sanctions against ICC officials for their attempts to investigate the US and Israel.” CNN also quotes a State Department official who said that top officials, including Secretary Rubio and US ambassadors, “are calling countries as part of a campaign to diplomatically isolate the International Criminal Court.” It is worth noting that “all American presidents since the ICC's ratification have maintained that the ICC does not have jurisdiction over Americans,” and that Congress even passed a law calling for an invasion and occupation of the Hague if any American serviceman was ever prosecuted by the ICC, implying that this crackdown on the court is not about American sovereignty at all but rather the prosecution of Israeli officials for their war crimes in Gaza.* In another stunning story starring Marco Rubio, the New York Times reports the Secretary of State is functionally “running Venezuela from afar.” The Times story characterizes Rubio's position as the “de facto viceroy of Venezuela,” effectively controlling the country's “finances, the distribution of its natural resources and its government.” This story makes clear that while Delcy Rodríguez, the former Vice President of Venezuela under Nicolás Maduro, nominally occupies the presidency, Rubio is the one really calling the shots, with Rubio setting the conditions on what Venezuela's export revenue “can be spent on, and by whom,” and having the authority to approve or deny key governmental appointments in the country, such as the minister of defense. In short, the United States has established a shocking explicitly neo-colonial regime in the country, fulfilling the gravest prognostications of anti-imperialist critics of American intervention in the Bolivarian Republic.* Closer to home, Bloomberg reports the federal government has officially launched a grand jury investigation into the United Auto Workers and the union's outspoken president, Shawn Fain. The investigation stems from accusations made by the union's Vice President, Rich Boyer, who alleged that Fain used his position to secure benefits for his fiancée and her sister – and when Boyer refused to approve the benefits, Fain retaliated by stripping Boyer of his duties as chief negotiator with Stellantis NV. Fain has called the allegations “false” and is accusing Boyer of seeking to influence the upcoming UAW leadership election. Fain also claims that Boyer is the one retaliating after Fain “refused the vice president's request to hire family members to positions in the union.” Fain has long maintained that the Justice Department, and specifically the DOJ-appointed monitor, Neil Barofsky, has a political grudge against him because “the UAW took an anti-war stance about what was happening in Gaza.” According to Bloomberg, “Both Fain and Boyer have slates running and each is accusing the other of attempting to abuse their positions to benefit family.”* This week, another victim of harassment by the federal government, student activist Mahmoud Khalil, filed a landmark civil rights suit alleging that the government conspired with a number of private groups – including the Heritage Foundation, Betar, and Canary Mission – to “suppress criticism of Israel through a coordinated campaign to dox, jail and ultimately deport student activists.” According to the lawsuit, said activists were “nearly automatically targeted by the Federal Defendants for arrest and removal.” Khalil's lawyers argue that this “public-private partnership” could violate the “Ku Klux Klan Act, a Reconstruction-era law that sought to restrict government coordination with vigilante groups.” The suit is led by the Center for Constitutional Rights. The AP reports “Soon after his arrest, both Canary Mission and Betar boasted of their role in flagging Khalil's noncitizen status to the government.” Since Khalil's arrest, Betar has agreed to “dissolve its nonprofit status,” following a lawsuit filed by New York Attorney General Letitia James accusing Betar's members of harassing Palestinians.* Turning to the state level, this week 12 state attorneys general, led by California's Rob Bonta, filed an antitrust lawsuit seeking to block the acquisition of Warner Bros. Discovery by Paramount Skydance, controlled by the Trump-aligned David Ellison. The proposed, $110 billion merger was approved by the Antitrust Division of the Justice Department last month, which reached the dubious conclusion that the merger is “not likely to result in harm to competition or American consumers.” In the filing, Bonta and the state AGs for Arizona, Colorado, Connecticut, Massachusetts, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon, and Washington allege that the merger “would extinguish competition between Paramount and Warner Bros. and inflict substantial harm on movie theatres, basic cable distributors, and, ultimately, audiences nationwide.” This from Reason.* In the world of philanthropy, CNBC reports Warren Buffett, the billionaire chairman of Berkshire Hathaway, has “excluded the Gates Foundation from his sizable annual charitable donations.” As this report notes, the Gates Foundation has been among the top recipients of his annual Berkshire donations, totaling $47 billion worth of Berkshire stock since 2006. The reason for the exclusion of the Gates Foundation has been much speculated upon, in particular, whether it was due to the recent revelations about Gates' relationship with Jeffrey Epstein. Asked about this, Buffett said that he had “read a great deal…in terms of what happened, with Bill and Epstein,” calling their relationship “distasteful,” but also saying that he “found nothing in there that was beyond what [he] could picture [himself] doing.” Instead of the Gates Foundation, all of this year's donations will go to foundations linked to the Buffett family.* Finally, British multinational diamond conglomerate De Beers, famous for coining the “A Diamond is Forever” tagline in 1947, reported this week that they plan to halt work at their “flagship” Venetia mine in South Africa as demand for the stones wanes. The BBC highlights both slackening consumer demand as well as competition from lab-grown diamonds, particularly those produced in China. That said, the closing of the Venetia mine – the biggest in South Africa, accounting for over 40% of the country's diamond production – will send shockwaves through that country's already shaky economy. That mine alone employs more than 4,000 people, while the mining sector employs nearly half a million. De Beers said they plan to reopen the mine in two years; in the meantime, they are looking to expand copper mining to keep up with demand from AI data centers.This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe

Warren Buffett left the Gates Foundation out of his annual charitable donations for the first time, directing roughly $6 billion in Berkshire Hathaway stock instead to four foundations connected to his family. The omission followed renewed disclosures about Bill Gates' meetings and correspondence with Jeffrey Epstein. Buffett also accelerated his broader estate plans, announcing that his remaining Berkshire shares, valued at nearly $146 billion, will be donated to those four foundations by December 31, 2034. The Gates Foundation has received most of Buffett's previous charitable giving, totaling more than $61 billion since 2006.Buffett and Gates were once exceptionally close, but Buffett said they had not spoken for months following the release of additional Epstein-related documents in late 2025. Gates has denied knowing about Epstein's crimes and has not been accused of wrongdoing, maintaining that he met Epstein because he believed the financier could help raise money for charitable projects. The Gates Foundation has hired an outside reviewer to examine its past engagement with Epstein and its procedures for vetting potential partners. Buffett declined to directly judge Gates' conduct, but said he wanted to avoid involvement in anything that might later become the subject of an investigation.to contact me:bobbycapucci@protonmail.comsource:Warren Buffett omits annual donation to Bill Gates' foundation after his Epstein ties were disclosed - ABC News

Investing Guide: https://clickhubspot.com/epkr Episode 841: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to legendary investor Howard Marks about AI and making decisions in the face of fear and uncertainty.  — Show Notes: (0:00) AI Hurtles Ahead (8:26) second level thinking (10:21) investing through the end of the world (14:47) raising $11B at a time of crisis (17:54) investing with fear (20:22) the key to a successful partnership (25:01) being a good father (27:37) only 1 success: to live your life your way (34:17) Having lunch with Warren Buffett (37:18) What people don't know about Buffett (39:37) cigar butt investing (41:35) recommended reading — Links: • AI Hurtles Ahead - https://www.oaktreecapital.com/insights/memo/ai-hurtles-ahead  • A Short History of Financial Euphoria - https://www.amazon.com/History-Financial-Euphoria-Penguin-Business/dp/0140238565  • Fooled by Randomness - https://www.amazon.com/Fooled-Randomness-Hidden-Markets-Incerto/dp/0812975219  — Check Out Sam's Stuff: • Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Shaan uses Mercury for banking across all of his companies. you can too: http://mercury.com/  Mercury is a fintech company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC • I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out: beehiiv.com/mfm-challenge My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

Warren Buffett plans to give away all of his Berkshire shares within eight years, but he has ended his 20-year-long philanthropic relationship with the Gates Foundation. In a sit-down interview with Becky Quick, Buffett discusses the decision to omit the Gates Foundation from his annual charitable gift. Plus, Buffett explains Berkshire's expanded stake in Alphabet, and he weighs in on a market driven by speculative trading.    In this episode: Becky Quick, @BeckyQuick Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a "Faber Report": Sources tell David that Stripe and Advent International have jointly offered $60.50 per share to acquire PayPal, whose shares surged on that news. The anchors reacted to what Berkshire Hathaway Chairman Warren Buffett told CNBC's Becky Quick exclusively about investing in Alphabet. Speaking of exclusives, BlackRock CEO Larry Fink joined the program for a wide-ranging interview -- discussing earnings, the investment climate and the AI boom. Also in focus: An unexpected decline in June producer prices, Morgan Stanley and Johnson & Johnson earnings, IBM shares coming off their worst day ever, SpaceX shares trading near their IPO price.   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.

Warren Buffett left the Gates Foundation out of his annual charitable donations for the first time, directing roughly $6 billion in Berkshire Hathaway stock instead to four foundations connected to his family. The omission followed renewed disclosures about Bill Gates' meetings and correspondence with Jeffrey Epstein. Buffett also accelerated his broader estate plans, announcing that his remaining Berkshire shares, valued at nearly $146 billion, will be donated to those four foundations by December 31, 2034. The Gates Foundation has received most of Buffett's previous charitable giving, totaling more than $61 billion since 2006.Buffett and Gates were once exceptionally close, but Buffett said they had not spoken for months following the release of additional Epstein-related documents in late 2025. Gates has denied knowing about Epstein's crimes and has not been accused of wrongdoing, maintaining that he met Epstein because he believed the financier could help raise money for charitable projects. The Gates Foundation has hired an outside reviewer to examine its past engagement with Epstein and its procedures for vetting potential partners. Buffett declined to directly judge Gates' conduct, but said he wanted to avoid involvement in anything that might later become the subject of an investigation.to contact me:bobbycapucci@protonmail.comsource:Warren Buffett omits annual donation to Bill Gates' foundation after his Epstein ties were disclosed - ABC NewsBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Jay Woods, chief market strategist at Freedom Capital Markets, says that the market has a "Janet Jackson - What Have You Done for Me Lately" attitude, which has made earnings cycles particularly volatile, and he thinks that will be amplified with the earnings on tap right now powering market moves, especially around market misses. While he believes earnings will be strong, he warns in the Market Call that "prices may not follow them," particularly as the market enters its slowest time of the year around a mid-term election cycle. Woods says that the stock market has seen a healthy rotation, but he expects a pullback before a year-end rally; in the meantime, he warns against chasing rallies. Adam Mead of Mead Capital Management and Watchlist Investing — author of "The Complete Financial History of Berkshire Hathaway" — talks about the evolution of legendary investors Warren Buffett and Charlie Munger, how the company they ran is changing with Buffett's retirement and the legacy they will; have in the decades ahead. The new edition of the book was inspired after Mead saw Buffett at Berkshire's annual meeting after the nonagenarian announced his retirement. Plus, Chuck answers a listener's question about hiring a financial adviser and whether working with the brand-name firm that has renewed its nationwide advertising blitz on television would be all that it's cracked up to be. (Spoiler alert: Not exactly.)

Find me on Substack, search for my name.Robert P. Miles is an author, educator, and the world's foremost authority on Berkshire Hathaway's management culture. Robert has written three bestselling books on Warren Buffett, created the only graduate MBA course dedicated to Buffett's philosophies, and founded the Value Investor Conference in Omaha. His journey from an entrepreneur to a globally recognized Buffett scholar began with a single Berkshire annual meeting in 1996 — and Warren Buffett himself has been paying attention ever since.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/Notes:3:00 – Bob Miles is introduced as the world's foremost Berkshire Hathaway culture scholar, author of three (now four) bestselling Buffett books and creator of the only graduate MBA course on Buffett's philosophies.5:30 – His path began with Napoleon Hill's Think and Grow Rich and a failed high school "movie day" venture. The lesson that stuck: "you got to understand what business you're in."7:23 – His first 1996 annual meeting: Buffett tells a small shareholder, "between you and I we own half the company," and calls Wall Street "the legal pickpocket of the average investor."14:24 – The Dairy Queen story: a self-published "101 Reasons to Own Berkshire Hathaway," a line around the block, and Buffett walking through the door — leading to a two-book deal with Wiley.31:18 – On concentration: Buffett put 65% of his $20,000 net worth into Geico at 19, tied to his "star player" basketball analogy for conviction investing.36:41 – The three unchanging lessons of The Intelligent Investor — stocks are businesses, your partner is a manic-depressive Mr. Market, and margin of safety — because "principles are principles because they don't change."42:59 – A contrarian aside: private equity "has done more harm than good," with the Berkshire system as its inversion.53:43 – On Berkshire's real edge: "I see the moat as cash," the roughly $400 billion war chest that lets Ajit Jain write insurance the day after disasters strike.1:08:58 – On character over credentials: concentrating on admirable traits "there's no cost," regardless of background.1:10:34 – Miles' definition of success: stay humble enough to be taught, and "go to bed a little bit smarter" every day.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

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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

How did a boy who bought his first stock at age 11 become one of the greatest investors of all time? This week on BullCast, we're diving into the life and legacy of Warren Buffett. Join us as we share fun facts, trace the history of Berkshire Hathaway, discuss Buffett's remarkable generosity, and unpack the investing wisdom that earned him the title "The Oracle of Omaha." The List: Fun Facts About Warren Buffett Visit us online: www.bullcastpodcast.com Produced by Cameron Spann | Powered by Pickler Wealth Advisors Sound effects obtained from https://www.zapsplat.com

The future of Meta with Chief Data Officer Alex Schultz. Alex Schultz, Chief Data Officer at Meta, joins Sam for a wide-ranging conversation covering why Meta believes agentic commerce could become the majority of its business, why stablecoins are a foregone conclusion, and why human taste and creative conviction matter more in an AI world than ever before. - Timecodes: 0:00 - Cold open: Warren Buffett's "man, machine, and dog" quote 0:29 - Show intro & Alex Schultz background (CMO → Chief Data Officer at Meta) 8:52 - Using data to find non-average insights: Asia trends, shoppertainment, conversational commerce 11:33 - Staying ahead of the puck: Stories, Messenger, missing TikTok's rise 13:32 - Creators, shoppertainment, and human vs. AI balance 18:00 - Bad AI work is bad work: Alex's Claude/Antarctic cruise data project 20:16 - Taste and conviction matter more than ever; Buffett quote revisited 23:07 - Fear-mongering vs. job creation (radiologists, software engineers) 24:39 - Agentic commerce, Meta's Libra history, and business agents on WhatsApp 27:21 - Stablecoins as the future of digital payments 35:42 - Agentic economy's impact on marketing and the funnel 38:56 - The metaverse, AR glasses, and Meta Ray-Bans/Oakleys 44:25 - Closing remarks - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠ realfi.co⁠. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at⁠ ⁠⁠ledn.io⁠ - JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets:⁠ https://x.com/jpegtrading⁠ - "Spotlight" features host Sam Ewen.

On this episode of CFO at Home, Vince speaks with Andy Parrillo of Parrillo Investors about the importance of investors understanding the fees that financial advisors charge to manage their money, and the true all-in cost of investing in mutual funds and ETFs. Andy shares a bit on the history of these fees, and advocates for investors to have their advisors provide performance reports showing their returns after fees, against the performance of the appropriate benchmark. Andy also discusses how investment portfolios can have too little risk as well as too much, investing behavioral pitfalls, market timing, fear-driven decisions, and staying the course through downturns. For more resources, including Andy·s book Beat the Wealth Management Hustle, visit parrilloinvestors.com Key Topics: 01:10 Why Fees Matter 02:57 Legacy Fee Model 04:58 Index vs Advisor Value 05:44 Fee Calculator Demo 10:35 Compounding Fee Drag 13:16 Basics of Staying Invested 15:03 Measuring Risk Tolerance 17:44 Behavioral Finance and Fear 19:22 Bear Markets and Staying Course 23:11 Advisor Value and Advantage 24:23 Diversification and Global Shift 27:12 DIY Strategy and Buffett 28:52 Market Timing Myth 30:02 Closing Thoughts on Knowledge Key Links: https://parrilloinvestors.com/ Beat the Wealth Management Hustle Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

Mohnish Pabrai's Interview with Kim Kiho at Knowledge Inside podcast on June 8, 2026. (00:00:00) - Introduction (00:01:44) - Lunch with Warren Buffett vs. Eric Schmidt; Introduction to Charlie Munger (00:11:47) - Impact of declining population of South Korea; SK Hynix, Samsung & Micron (00:17:19) - KOSPI  (00:17:57) - My Investment checklist - an inspiration from the FAA; Buffett's Dexter Shoes investment (00:25:27) - Three most important items in a checklist; IKEA & Amorepacific (00:31:19) - Active vs. Passive investing; Look for risk-free investments (00:35:10) - Investing in Turkey; Reysas (00:39:24) - The Dhandho investing: Heads I win, Tails I do not lose much (00:41:20) - Investing in AI; Do not buy shiny items (00:43:39) - How to build wealth; The Rule of 72 & The Manhattan island deal in 1623 (00:50:24) - Giving back; The Dakshana Foundation (00:53:52) - Advice to listeners The contents of this website are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser. Views expressed on Chai with Pabrai are exclusively those of Mohnish Pabrai and not of any affiliated firm or organization.

Warren Buffett has reportedly paused his usual mid-year donation to the Gates Foundation while he waits for the results of an outside review into the foundation's past ties to Jeffrey Epstein. Buffett has given more than $47 billion in Berkshire Hathaway stock to the foundation over the years, making him one of its most important donors, but renewed scrutiny of Bill Gates' relationship with Epstein has now put that giving under a cloud. The review was ordered by Gates Foundation CEO Mark Suzman after recently released Justice Department emails showed Epstein communicating with foundation staff and trying to insert himself into Gates-linked philanthropy.Bill Gates has said his meetings with Epstein were about philanthropy and global health funding, while also admitting the relationship was a mistake. During private testimony to House Oversight lawmakers, Gates reportedly said Epstein later tried to pressure him using knowledge of Gates' extramarital affairs, though Gates denied witnessing criminal activity. Buffett's decision to hold back until the review is complete shows how Epstein's fallout is still reaching into the highest levels of philanthropy, raising questions about what the Gates Foundation knew, how close Epstein got to its network, and whether one of its biggest benefactors is willing to keep writing massive checks without clearer answers.to contact me:bobbycapucci@protonmail.comsource:Warren Buffett freezes Gates Foundation donation as Epstein questions resurface: report | The Independent

Daniel Mahncke and Shawn O'Malley take a deep dive into Copa Holdings — the Panama-based hub-and-spoke airline whose investment case now turns on two of the most debated questions in the stock today: whether Copa is a structural exception to the airline curse — protected by a geography no rival can copy and a cost base only a handful of carriers in the world can match — or whether even the best airline in the Americas eventually gets pulled into the same gravity that has destroyed value for nearly every other carrier. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:01:35) Why airlines are such a tough business to be in (00:03:55) What Buffett and other superinvestors think (00:16:47) Why Copa is different than other airlines (00:35:58) How being the best-in-class business can change the investors' outcome (00:38:38) How Copa built its moat (01:01:14) How Copa can defend its moat (01:22:37) Valuation discussion of Copa (01:24:36) Whether Copa is valued attractively (01:27:30) Whether Shawn and Daniel add CPA to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠The Intrinsic Value Portfolio⁠ Check out our previous Intrinsic Value breakdowns: ⁠⁠Transdigm⁠⁠, ⁠⁠Berkshire Hathaway⁠⁠, ⁠⁠FICO⁠⁠, ⁠⁠PayPal⁠⁠, ⁠⁠Uber⁠⁠, ⁠⁠Nike⁠⁠, ⁠⁠Amazon⁠⁠, ⁠⁠Airbnb⁠⁠, ⁠⁠Alphabet⁠⁠. Follow Shawn on ⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠. Follow Daniel on ⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠. 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:⁠ Plus500 Netsuite Vanta Shopify References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI stock market boom is creating a massive wealth gap, and asset owners are winning bigger than ever. In this video, I'm breaking down Nvidia, SpaceX, AI investing, the stock market, Buffett's cash pile, and why red days should not shake you out of position if you understand the long-term game.The stock market is now bigger than the actual U.S. economy, and that tells you one thing clearly: ownership matters. This episode is about understanding where money is moving next, how AI is reshaping the market, why Nvidia validates the entire artificial intelligence space, and why the ecosystem around SpaceX could create major opportunities before and after the IPO.⚖