Podcasts about Buildout

Opened in 2009, The Keefer Bar quickly became one of Vancouver's essential cocktail destinations. But what happens when a beloved local institution suddenly finds itself on the national—and international—stage? In 2026, Keefer was named Best Bar in Canada, and a new wave of attention followed. On this episode of The Buildout, we tell the story of The Keefer Bar: how it helped shape Vancouver's cocktail culture, influenced Canada's bar scene at large, and is now navigating what comes next after reaching the top.Follow us: https://www.instagram.com/buildoutpodcastThe Keefer Bar: https://www.instagram.com/thekeeferbarKeenan Hood: https://www.instagram.com/keenanhoodAmber Bruce: https://www.instagram.com/amberbruceVinePair: https://www.instagram.com/vinepairHosted by VinePair Co-Founder: https://www.instagram.com/adamteeterProduced and edited by: https://www.instagram.com/dolldoctor Hosted on Acast. See acast.com/privacy for more information.

What happens when the biggest AI companies in the world borrow hundreds of billions of dollars to build infrastructure before the demand is fully proven?In this episode of Corporate Finance Explained, we unpack the corporate finance behind the AI boom and explore how Amazon, Microsoft, Meta, and Alphabet are funding one of the largest private capital investment cycles in modern history. With projected AI infrastructure spending approaching $700 billion, the real story is not the technology itself. It's the debt, capital structures, and financial risk sitting beneath the headlines.We break down how hyperscalers are using project finance, special purpose vehicles (SPVs), private credit, and long-term power contracts to build massive AI data centers at unprecedented speed. Along the way, we examine the growing debate around GPU depreciation, AI infrastructure economics, and whether today's AI buildout resembles past capital cycles like railroads and telecom networks.

In this week's episode of WSJ's Take On the Week, host Telis Demos and Heard on the Street columnist Jonathan Weil sit down with Kevin Koharki, principal at CAE Consulting and professor at Purdue University, to pull back the curtain on the opaque world of tech companies' financial statements. They dig into why the massive infrastructure spend on AI data centers might be obscuring other fundamental corporate costs, specifically stock-based compensation. Koharki explains why tech giants like Meta, Microsoft, Nvidia and Google's parent company Alphabet need to provide clearer financial reporting. He breaks down the challenge investors face in distinguishing between necessary AI capital expenditure and other underlying costs, and why greater transparency is critical to accurately valuing these businesses in the current market. This is WSJ's Take On the Week where co-hosts Telis Demos, Heard on the Street's banking and money columnist, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Meta Rakes It In, Yet Still Borrows Billions for AI  Turbocharged Earnings Are Pushing Stocks Higher. There's a Catch. For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Tobias Carlisle joins Excess Returns to discuss why today's market may be setting up a major opportunity in value stocks, small caps and micro caps. We cover stretched market valuations, AI capex, SpaceX and other massive IPOs, the risk of speculative growth assumptions, and how Tobias builds systematic deep value portfolios in ZIG and DEEP.Tobias Carlisle on Xhttps://x.com/GreenbackdAcquirers Fundshttps://acquirersfunds.com/Topics covered:Why elevated market valuations point to lower forward returns, not necessarily an immediate exit from stocksThe case for small value, micro-cap value and mid-cap value after a long large-cap growth cycleWhy equal-weight indexes and small caps may be signaling a market leadership shiftWhether AI capex will create lasting profits or mostly benefit consumersThe parallels and differences between AI, the dot-com boom, railroads and fiber optic buildoutsHow AI spending is being financed and why the stock market may be demanding more compute investmentWhat the SpaceX IPO, OpenAI and Anthropic could mean for market supply and investor psychologyWhy base rates are being challenged by the growth of major technology platformsHow disruption can create value traps and why traditional valuation metrics can struggle in disrupted industriesThe energy demand implications of AI data centers and why nuclear and natural gas could matterHow Tobias combines valuation, quality, financial statements and portfolio construction in ZIG and DEEPWhy quarterly rebalancing may be a practical balance between timing luck, momentum and trading costsTimestamps:00:00 Why AI value may accrue to consumers04:00 What extreme market valuations say about future returns08:22 Small caps, equal weight and the Mag Seven reversal14:15 AI capex and lessons from past technology booms19:47 Who gets the profits from AI?23:00 Cash flow, debt and the AI spending race28:06 SpaceX, giant IPOs and market supply31:00 OpenAI, Anthropic and Mauboussin's base rates35:17 Is buying the S&P 500 more speculative than investors realize?36:57 Value investing during disruptive technology cycles41:07 War, energy prices and the broadening trade45:32 Semiconductor valuations and aggressive growth assumptions47:30 How Tobias builds the ZIG and DEEP portfolios54:17 ETF rebalancing, timing luck and systematic value investing

SpaceX just paid $60 billion for Cursor. On this week's Bricks, Bucks & Bytes, Patric wasn't buying the logic:"Why in the world would you buy an independent gas station chain and think that makes you more competitive with your bigger oil producing rival?"His take: Cursor is a reseller of tokens. Owning it doesn't make you a better model company — just a bigger, more exposed gas station.We also dug into Autodesk's $3.6B MaintainX deal, why Palantir won't win construction, and the $8 trillion data center buildout.Full episode out now.

The big takeaway from the Fed's interest rate decision and following press conference with Kevin Warsh is an intensifying focus on inflation, says Jed Ellerbroek. He believes the task forces announced are a "bid for time" to help stabilize the economy. On AI ROI, Jed says the demand for compute is only accelerating as Alphabet (GOOGL), Amazon (AMZN), Microsoft (MSFT), and Meta Platforms (META) account for 70% of data center construction. He later turns to winners he sees in the aerospace and defense industry. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Seema Shah and Stephen Sopko discuss the state of the AI trade and continuing impacts infrastructure buildout will have on markets. Seema explains the trends on user consumption in generative AI apps, which she sees increasing. Stephen talks about the timeline to AI driving growth and how adoption will broaden into the wider economy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

When Ross Simon left London for the States, he set out to make his mark on the American cocktail scene. What he didn't know was that mark would be made in Phoenix, Arizona — a city that, at the time, was hardly known for its drinks culture.But maybe that was part of the magic. Ross landed in Phoenix and, a few years later, opened Bitter & Twisted, a cocktail bar that not only helped make his name, but also put the city on the map as a serious cocktail destination.On this episode of The Buildout, Ross joins Adam to tell the story of Bitter & Twisted and how its success helped transform Phoenix into one of America's most exciting cocktail cities.Follow us: https://www.instagram.com/buildoutpodcastBitter & Twisted: https://www.instagram.com/bitterandtwisted_azVinePair: https://www.instagram.com/vinepairHosted by VinePair Co-Founder: https://www.instagram.com/adamteeterProduced and edited by: https://www.instagram.com/dolldoctor Hosted on Acast. See acast.com/privacy for more information.

James Kurz talks about hidden bottlenecks in the AI buildout and data gravity as a headwind. He says the moving of data is becoming a challenge because most things are being bult in “data deserts.” James believes the permanent storage they need for the AI buildout is being bottlenecked by storage.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Helen Calvin didn't take a straight line to the CEO seat at Buildout — and she'll be the first to tell you that's exactly the point. In this episode, host Jenna Hille and Helen cover the real reason CRE has lagged on tech adoption, why the brokers with the highest EQ are about to pull away from the pack, and Helen's controversial take on women-only events that might just make you rethink how inclusion actually works. Plus the mentor advice she wishes she'd heard 15 years ago and why she thinks CRE has the most resilient entrepreneurial community of any industry she's worked in.

Brendan Burke says now is the time for tech, and Intel (INTC) has a growing role in the AI buildout. He believes current CEO Lip-Bu Tan will turn Intel into a core collaborator with AI hyperscalers that serves as a compelling foundry alternative to TSMC (TSM). Brendan also expects Intel to serve as a strong inferencing and CPU manufacturer as spending for AI accelerates. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Knowledge Project: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Bill Gurley spent years on Wall Street, built his career as a partner at Benchmark, worked through Uber's hypergrowth era, and now serves on the board of the Santa Fe Institute, where he studies complexity and systems thinking. In this episode, Bill shares the mental models he returns to most, including systems thinking, second- and third-order effects, and the importance of understanding both the bedrock of your field and the bleeding edge. He explains what separates great founders, why storytelling and product instincts matter, how he uses AI across different models, and what he sees coming in open source, China, stablecoins, tokenization, payments, and venture capital.  ------ Timestamps: (00:00) Key Mental Models (02:02) Investing Journey and Key Players (05:21) Knowing the Bedrock of the Industry (08:50) Obsessive Learning in Founders (10:04) The Silent Edge (11:44) Surprising AI Use (13:13) The Future of AI Models (14:17) Global AI Regulation (18:12) Impacts of AI on Investing (19:53) Are There Limitations on Training AI Models? (23:04) Would You Sit in the Back Seat While Your Tesla Drives? (24:15) Non-Consensus Opinions (24:53) Are We Overfunding this Buildout? (29:40) The Role of Retail Investors and Tokenization (34:26) What is a Stablecoin? (37:58) Competitive Mode: Visa and Mastercard (39:55) AI and Debt Analysis (45:05) The Craft of Storytelling and Writing (48:07) Founder Advantage: Product Instinct (50:12) Real World Lessons from Working With Uber (52:10) Inside Benchmark's Success (59:42) What is Success for You? ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Follow Shane Parrish: X: ⁠⁠⁠⁠⁠⁠https://x.com/shaneparrish⁠ Insta: ⁠https://www.instagram.com/farnamstreet/⁠ LinkedIn: ⁠https://www.linkedin.com/in/shane-parrish-050a2183/⁠ Follow Bill Gurley LinkedIn: https://www.linkedin.com/in/billgurley/ X: https://x.com/bgurley?lang=en Check out Runnin' Down a Dream: How to Thrive in a Career You Actually Love ------ Thank you to the sponsors for this episode: +CoinShares: Delivering Reason to Digital Asset Investing. ⁠https://coinshares.com/⁠ +Granola AI, The AI notepad for people in back-to-back meetings: https://www.granola.ai/shane Check out the Granola Notes +HeyGen is a message-first AI video platform that helps people and AI agents turn ideas into professional video in minutes. Try for free at https://www.heygen.com/ +LMNT: My go-to zero sugar electrolytes — get a free LMNT Sample Pack here: DrinkLMNT.com/TKP Learn more about your ad choices. Visit megaphone.fm/adchoices

Can Apple Update the 16-Year-Old Siri? This week marked Apple's annual Worldwide Developers Conference (WWDC) in Cupertino, California. One of the biggest storylines is Apple's effort to reinvent Siri, which many users now view as one of the least capable AI assistants on the market…   The Housing Market Is Finally Starting to Look Normal Again For the last several years, the housing market has felt anything but normal. Ultra-low mortgage rates, limited inventory, bidding wars, and rapidly rising home prices created an environment that left many buyers frustrated and many sellers expecting unrealistic prices…   Inflation Hits a Three-Year High, But the Details Tell a Different Story The latest Consumer Price Index (CPI) report showed inflation rising 4.2% year-over-year, the highest reading since April 2023. At first glance, that sounds concerning. But a deeper look shows that the inflation story is being driven largely by a handful of categories, especially energy and travel…   How long will the AI buildout cycle really last? The market has rewarded virtually every company connected to AI infrastructure. Chip manufacturers, networking companies, power providers, cooling suppliers, data center REITs, and cloud providers have all benefited from an unprecedented surge in spending. But history tells us that every capital spending boom eventually slows…   SpaceX IPO Finally Come To the Market, Should You Buy Now?   Live Market Discussion!   Companies Discussed: Docusign, Inc (DOCU), Broadcom Inc. (AVGO), and Viasat, Inc. (VSAT)  

Luke Yang and Alexis Browne Roberts discuss why Oracle (ORCL) shares are moving lower after posting an earnings beat. Luke believes part of the issue was the software performance coming in lower than expected. Alexis says the numbers themselves were encouraging growth wise, but the company's additional spending makes it appear unattractive to some investors. They also break down Oracle's role in the larger AI infrastructure buildout.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

On today's show Andrew and Bill begin with takeaways from Xi's visit to North Korea this week, including the conspicuous silence on North Korea's nuclearization, Kim Jong Un's assistance to Russia's war in Ukraine, Beijing as Kim's top priority, U.S.-Japan dialogue on regional nuclear threats, and an email about the PRC as a communist country. From there: CPPCC Chairman Wang Huning leads an inspection tour of Xinjiang ahead of the July 1st implementation of the national ethnic unity law, plus thoughts on Xinjiang's strategic importance generally and why Beijing sees its recent efforts as successful. At the end: China preps for an AI infrastructure buildout, the Pentagon alleges that Alibaba, Baidu and BYD are linked to the PLA, the Busan truce is being tested by both sides, and two Knicks stars wish students good luck on the GaoKao.

From the moment Joseph Leonard opened, it was nearly impossible to get a table. The restaurant had an energy from day one that made diners want to spend their evenings there — even if it meant waiting hours for a seat.Owner Gabe Stulman credits that energy, at Joseph Leonard and across all great restaurants, to the bar. On this episode of The Buildout, Gabe joins Adam to discuss Joseph Leonard, the heartfelt ode to his grandfathers that helped launch his hospitality company, and cement his place as one of New York City's most influential restaurateurs.Follow us: https://www.instagram.com/buildoutpodcastJoseph Leonard: https://www.instagram.com/josephleonardnyGabe Stulman: https://www.instagram.com/gabestulmanVinePair: https://www.instagram.com/vinepairHosted by VinePair Co-Founder: https://www.instagram.com/adamteeterProduced and edited by: https://www.instagram.com/dolldoctor Hosted on Acast. See acast.com/privacy for more information.

WSJM Afternoon News for 06-10-26See omnystudio.com/listener for privacy information.

Bill Gurley spent years on Wall Street, built his career as a partner at Benchmark, worked through Uber's hypergrowth era, and now serves on the board of the Santa Fe Institute, where he studies complexity and systems thinking. In this episode, Bill shares the mental models he returns to most, including systems thinking, second- and third-order effects, and the importance of understanding both the bedrock of your field and the bleeding edge. He explains what separates great founders, why storytelling and product instincts matter, how he uses AI across different models, and what he sees coming in open source, China, stablecoins, tokenization, payments, and venture capital.  ------ Timestamps: (00:00) Key Mental Models (02:02) Investing Journey and Key Players (05:21) Knowing the Bedrock of the Industry (08:50) Obsessive Learning in Founders (10:04) The Silent Edge (11:44) Surprising AI Use (13:13) The Future of AI Models (14:17) Global AI Regulation (18:12) Impacts of AI on Investing (19:53) Are There Limitations on Training AI Models? (23:04) Would You Sit in the Back Seat While Your Tesla Drives? (24:15) Non-Consensus Opinions (24:53) Are We Overfunding this Buildout? (29:40) The Role of Retail Investors and Tokenization (34:26) What is a Stablecoin? (37:58) Competitive Mode: Visa and Mastercard (39:55) AI and Debt Analysis (45:05) The Craft of Storytelling and Writing (48:07) Founder Advantage: Product Instinct (50:12) Real World Lessons from Working With Uber (52:10) Inside Benchmark's Success (59:42) What is Success for You? ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Follow Shane Parrish: X: ⁠⁠⁠⁠⁠⁠https://x.com/shaneparrish⁠ Insta: ⁠https://www.instagram.com/farnamstreet/⁠ LinkedIn: ⁠https://www.linkedin.com/in/shane-parrish-050a2183/⁠ Follow Bill Gurley LinkedIn: https://www.linkedin.com/in/billgurley/ X: https://x.com/bgurley?lang=en Check out Runnin' Down a Dream: How to Thrive in a Career You Actually Love ------ Thank you to the sponsors for this episode: +CoinShares: Delivering Reason to Digital Asset Investing. ⁠https://coinshares.com/⁠ +Granola AI, The AI notepad for people in back-to-back meetings: https://www.granola.ai/shane Check out the Granola Notes +HeyGen is a message-first AI video platform that helps people and AI agents turn ideas into professional video in minutes. Try for free at https://www.heygen.com/ +LMNT: My go-to zero sugar electrolytes — get a free LMNT Sample Pack here: DrinkLMNT.com/TKP Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew, Ben, and Tom discuss China's $295 billion AI infrastructure plan that hands 80% of the buildout to Huawei and squeezes out Nvidia and AMD, Taiwan's tightening AI chip export controls, Korea's 8% rebound after yesterday's circuit breaker, OpenAI's S-1 filing as it races Anthropic to be the first AI lab to go public, the finalized $36 billion Apollo-Blackstone-Google-Anthropic-Broadcom TPU financing deal, and Apple's underwhelming WWDC keynote with a slow Siri AI rollout limited outside the US.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Jun 4, 2026 – Kurt Kallaus at ExecSpec.net discusses what the prediction markets are pricing in for the Iran War and the Strait of Hormuz in addition to discussing his outlook for the US stock market and US economy in light of growing inflationary...

What are the 4Qs? (1) Three favorite films. (2) An underrated film. (3) An overrated film. (4) A lesser-known film people should seek out.’ Zeshaan Younus came on the podcast to speak about his film “I've Seen All I Need To See,” which was a SOFF 2025 Official Selection: Feature Film – Drama and took home an extremely long list of Grand Jury and Audience Awards. I so enjoyed chatting with Zeshaan and did not see all I needed to see but rather wanted to more- hence the 4 Questions follow up! Click here to see where to watch Zeshaan’s feature film I’VE SEEN ALL I NEED TO SEE Click here to watch Zeshaan’s previous feature film THE BUILDOUT on Tubi for free. Click here to watch Zeshaan’s short film PREFIGURED on Youtube/Dust. You can also find out more on IG @isaintsfilm _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Discover Indie Film Links DIF Podcast Website – DIF Instagram – DIF BlueSky Discover Indie Film Foundation (nonprofit for the arts) Website Sherman Oaks Film Festival Film Invasion Los Angeles

In our latest episode of Syndication Nation, leveraged finance reporter Sunny Oh sits down with Mark Melchiorre, chief investment officer of Forza Investment Group, to discuss how insurance-focused asset managers are helping to finance America's new “Manhattan Project” — the rapid buildout of tech and AI-driven digital infrastructure.Melchiorre discusses his journey through credit markets and the appeal of hybrid capital in a world of growing dispersion. He also talks about the prospects for small modular nuclear reactors, which have garnered interest as power proves to be a key bottleneck in the race to develop new data centers.Check out coverage on leveraged finance and private credit at 9fin.com.Have any feedback on the podcasts? Send us a note at podcast@9fin.com — thanks for listening!

Stay informed on current events, visit www.NaturalNews.com  - Financial Analysis of OpenAI and Market Dependence (0:10) - SoftBank's Investment and Market Risks (7:33) - Comparison with Amazon and AI Model Development (14:10) - Economic and Technological Challenges (21:10) - Impact on Global Economy and AI Development (27:49) - The Great Stupining and Technological Dependence (34:12) - Interview with Professor Morandi on Middle East Conflict (40:00) - Netanyahu's Political Future and US-Israel Relations (46:17) - Cultural Cohesion and Resilience in Iran (52:52) - Conclusion and Call for Peace (59:40) - American Perception of International Relations (1:06:48) - Impact of American Policies on International Relations (1:13:48) - Decline of American Infrastructure and Global Reputation (1:20:51) - Call for Change and Peace (1:26:35) - Financial Advice and Conclusion (1:33:03) Watch more independent videos at http://www.brighteon.com/channel/hrreport  ▶️ Support our mission by shopping at the Health Ranger Store - https://www.healthrangerstore.com ▶️ Check out exclusive deals and special offers at https://rangerdeals.com ▶️ Sign up for our newsletter to stay informed: https://www.naturalnews.com/Readerregistration.html Watch more exclusive videos here:

Ask anyone in the cocktail world where the energy is on the West Coast right now, and one name keeps coming up: True Laurel.On this episode of The Buildout, Adam sits down with Nicolas Torres to talk about how the San Francisco bar went from beloved neighborhood spot to one of the most talked-about cocktail destinations in the country. While the techniques Nicolas and his team are using may feel perfectly suited to this current moment in drinks, many have been part of True Laurel's DNA since it opened in 2017.Nicolas reflects on building the bar before Covid, watching it gain national and international attention after the pandemic, and what it means to receive acclaim without having to become something else.Follow us: https://www.instagram.com/buildoutpodcastTrue Laurel: https://www.instagram.com/truelaurelsfNicolas Torres: https://www.instagram.com/key2_thecityVinePair: https://www.instagram.com/vinepairHosted by VinePair Co-Founder: https://www.instagram.com/adamteeterProduced and edited by: https://www.instagram.com/dolldoctor Hosted on Acast. See acast.com/privacy for more information.

Welcome back for another exciting Discovery of Indie Film! Zeshaan Younus came on the podcast to speak about his film “I've Seen All I Need To See,” which was a SOFF 2025 Official Selection: Feature Film – Drama. I’m clearly not the only one who saw what they needed to see to know this was a terrific film because it took home the Grand Jury Award – Best Feature Film –Drama,  Grand Jury Award – Best Director – Feature Film – Zeshaan Younus, Grand Jury Award – Best Score – Feature Film – Benjamin Doherty, Grand Jury Award – Best Sound Design – Feature Film – Aidan Neuner AND the Audience Award – Best Feature Film. You probably want to watch this film right now and you can! Click here to see where to watch Zeshaan’s feature film I’VE SEEN ALL I NEED TO SEE Click here to watch Zeshaan’s previous feature film THE BUILDOUT on Tubi for free. Click here to watch Zeshaan’s short film PREFIGURED on Youtube/Dust. You can also find out more on IG @isaintsfilm _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Discover Indie Film Links DIF Podcast Website – DIF Instagram – DIF BlueSky Discover Indie Film Foundation (nonprofit for the arts) Website Sherman Oaks Film Festival Film Invasion Los Angeles

A.M. Edition for June 2. Google parent Alphabet plans to issue $80 billion in equity this year to pay for its massive spending tied to the AI race. Plus, California voters head to the polls in a closely-watched primary to choose Governor Gavin Newsom's successor. And WSJ foreign correspondent Stephen Kalin details a new demand by President Trump complicating efforts to negotiate an end to the Iran war: that Arab states establish diplomatic relations with Israel. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic Expands Mythos AI Model Access to 150 Global Partners, Meta’s new AI support assistant for account recovery was exploited by hackers to hijack Instagram accounts, and Tencent Integrates WeChat Pay with PayPal for QR Code Payments in China. MP3 Please SUBSCRIBE HERE for free or get DTNS shows ad-free. A special thanks to allContinue reading "Alphabet to Raise $80B, Including $10B from Berkshire Hathaway, to Fund Massive AI Infrastructure Buildout – DTH"

CNBC's MacKenzie Sigalos reports on Alphabet as the tech giant plans to raise $80 billion to fund its AI build-out, including $10 billion from Berkshire Hathaway. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market update for Tuesday June 2, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Anthropic filing to go public, kicking off what could be the biggest IPO wave ever alongside SpaceX and OpenAIGoogle raising $80 billion by selling stock to fund its AI buildoutMarvell surging after Jensen Huang calls it a potential trillion-dollar companyShake Shack tumbling after cutting guidanceFun Fact: SoftBank overtakes Toyota as Japan's most valuable company for the first time since the dot-com bubble

Suzane Porske outlines the biggest market headwinds she sees for investors. She talks about the state of the housing market and ways AI is making parts of Wall Street overvalued. Suzane believes we're in the "sixth inning stretch" of the AI buildout and offers advice on where investors can find value in the trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel Warren talks with Jay Jacobs, US Head of Equity ETFs at BlackRock, about the firm's 2026 Thematic Outlook: why the AI infrastructure boom is still in its infancy, how thematic ETFs can give retail investors more precise exposure than traditional sector funds, and what the rise of agentic AI, physical robotics, and tokenization means for your portfolio. Host: Rachel Warren Guest: Jay Jacobs Producers: Bart Shannon, Lauren Budabin Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Most of the AI timeline debate happens in software. Benchmark scores, model releases, the shape of the capability curve. Jon Billow watches a different number for a living: lead times.Billow is on the leadership team at BNS, a firm that manufactures and installs electrical and communication infrastructure. The same critical power equipment his teams put into data centers also goes onto Navy and Coast Guard ships, more than 150 of them. He emailed John Sherman because he thinks the people forecasting AI's arrival are missing what he sees on the construction side every week. The buildout can only move as fast as its slowest part, and right now almost every part is backed up for years.That email is what got him on the show. Here is the heart of what he laid out.The constraint nobody prices inTo bring a large data center online, Billow says, a long list of things has to land at the same time: permitting, grid interconnect, critical power, cooling, and the compute itself. Miss one and the whole project waits. And nearly every item on that list carries a backlog measured in many months, sometimes years.The pinch point he keeps returning to is critical power equipment. According to Billow, the orders all funnel back to roughly five manufacturers, Eaton, ABB, Schneider, GE Vernova among them, and all of them are slammed. He notes that even the US government is having a hard time getting its allocation for ship programs, because it is standing in the same line as every hyperscaler. On top of that, more municipalities are now requiring data centers to bring their own behind-the-meter power generation, which adds another category of equipment backlog and a skill most operators have never needed before. Hooking up to the grid is one thing. Building gas turbines and finding electricians who can parallel generators is another, and the skilled trades are already stretched thin.A factor of five to sevenSherman pushed him to put a number on the gap. If a company says a project lands in a year, how far off is that really?Billow's read: the US has roughly 50 gigawatts of total data center capacity today, with about a quarter of it allocated to AI. Around five gigawatts are under active construction and another seven to twelve sit in backlog. Set that against the order-of-magnitude jumps the labs are talking about and his estimate is blunt. “If I was to be a betting man I would say it's in the order of five to seven years.” Whatever timeline you have been handed, in other words, multiply it.The tells from inside the labsHe pointed to two recent signals that the infrastructure is already the limiting factor. OpenAI walking back a large commitment tied to its Sora video product, which Billow reads as a company looking at finite compute and deciding where to spend it. And Anthropic delaying a model, which he attributes partly to security concerns and partly to the reality of constrained compute capacity. The software keeps leapfrogging. The ground underneath it does not move at the same speed.Why this could be good newsBillow does not frame any of this as a reason to relax. He frames it as time. If the physical buildout runs years behind the hype, that is runway to get governance and alignment right rather than scrambling after the fact. He drew the parallel Sherman's audience knows well, comparing the moment to how the world slowly built doctrine around nuclear risk, and argued the work now is to use the delay deliberately.His closing image stuck with us. He said he wants to tell his grandkids that we were building the car while it was going down the road at 55 miles an hour, but we had the presence of mind to put in seat belts because we knew who was in the back seat.Where they did not agreeThe conversation did not paper over the tension. Sherman described his time in Holly Ridge, Louisiana, a town of about 2,000 mostly elderly people living next to a data center he compared to the size of Manhattan, with construction dust in the air and water residents will not drink. He found it overwhelmingly sad. Billow sees the same structures differently, as a testament to human ingenuity that can be sited and built responsibly if we choose to. Both things sat in the room at once, and the episode is better for letting them.Going deeperWe pulled the headline argument into this piece. The full breakdown for paid subscribers goes into the parts that get more technical and more political:* Compute governance as the most feasible near-term guardrail, including chip tracking and why the industry pushes back hard* The anonymous-compute problem and why “confidential computing” worries safety researchers* China's narrow-AI approach and what it implies about the data center race* Recursive self-improvement, Jevons paradox, and whether you even need new data centers to reach the danger zone* The regulatory carve-out tech enjoys, and the NDA story coming out of LouisianaIf you want that version, upgrade your subscription and it lands in your inbox. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit theairisknetwork.substack.com/subscribe

Host Brian Walsh takes up ImpactAlpha's top stories with editor Amy Cortese. Up this week: Two different approaches that impact investors are taking to address Big Tech's AI data center buildout; who wins when access to private equity is opened up to American retirees; and, how 2x is spurring a global race to the top in gender-lens investing.To try ImpactAlpha Edge, ⁠⁠⁠⁠click here⁠⁠⁠⁠. This week's stories:“Investors must push for transparency on AI's water risks,” by Ceres' Kirsten James."Elemental Impact teams with hyperscalers to deploy clean tech solutions," by Amy Cortese.“In the name of ‘democratization,' private equity firms eye US retirement savings,” by Isaac Silk and Amy CorteseSubscribe to Impact(ed) on Spotify, Apple or wherever you listen.“Spurring a global race to the top in gender-lens investing,” by David Bank

Host Brian Walsh takes up ImpactAlpha's top stories with editor Amy Cortese. Up this week: Two different approaches that impact investors are taking to address Big Tech's AI data center buildout; who wins when access to private equity is opened up to American retirees; and, how 2x is spurring a global race to the top in gender-lens investing.To try ImpactAlpha Edge, ⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠. This week's stories:“⁠Investors must push for transparency on AI's water risks⁠,” by Ceres' Kirsten James."⁠Elemental Impact teams with hyperscalers to deploy clean tech solutions⁠," by Amy Cortese.“⁠In the name of ‘democratization,' private equity firms eye US retirement savings⁠,” by Isaac Silk and Amy CorteseSubscribe to Impact(ed) on ⁠Spotify⁠, ⁠Apple⁠ or wherever you listen.“⁠Spurring a global race to the top in gender-lens investing⁠,” by David Bank

What does it mean to mourn a bar? When a place becomes more than a business — a home for its staff, a gathering place for its regulars, and a defining chapter in a city's cocktail culture — how do you come to terms with closing the door for good?On this episode of The Buildout, Adam sits down with Ivy Mix, co-founder of the beloved Brooklyn bar Leyenda, to talk about the full arc of the venue: how it began, what made it matter, and the difficult decision to ultimately close it. Ivy reflects on the grief that comes with ending something so personal, the complicated emotions of letting go, and what it takes for a founder to find the desire — and the courage — to build again.Follow us: https://www.instagram.com/buildoutpodcastIvy Mix: https://www.instagram.com/ivymixWhoopsie Daisy: https://www.instagram.com/whoopsiedaisybarFiasco: https://www.instagram.com/fiascobrooklynVinePair: https://www.instagram.com/vinepairHosted by VinePair Co-Founder: https://www.instagram.com/adamteeterProduced and edited by: https://www.instagram.com/dolldoctor Hosted on Acast. See acast.com/privacy for more information.

Jeffrey Small turns to the greater AI trade and offers his bullish insights for its impact on the stock market. His firm is holding the Mag 7 with names like Nvidia (NVDA) and Alphabet (GOOGL) still showing signs of growth. That said, Jeffrey sees names beyond mega caps benefitting from Mag 7 strength, pointing to rising energy companies like Bloom Energy (BE) and Eaton (ETN) as AI infrastructure grows. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

AI data centers are becoming the backbone of the global economy, and Applied Digital CEO Wes Cummins says we're still in the early innings. In this episode, Wes breaks down how his company went from building crypto infrastructure to making a massive early bet on AI before the rest of Wall Street caught on. He explains why hyperscalers like CoreWeave, Meta, and Microsoft are scrambling for power and compute capacity, why North Dakota unexpectedly became a hotspot for AI infrastructure, and why he believes data centers, not GPUs, will become the biggest bottleneck in AI. We also dig into the company's explosive growth, the risks around debt and energy demand, and whether today's AI boom could end like the dot-com bubble.

This conversation on how we're going to power the AI data center buildout is between US Secretary of Energy Chris Wright and Scott Nolan, Founder and CEO of General Matter.

Michael Bull sits down with Tyson Hubar of Yardi Matrix to unpack what's really driving self-storage demand, from gas prices and home sale cycles to current occupancy trends, street rents, cap rates, and the broader economic forces reshaping the sector.    TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.com Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/ Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/

At a time when many new cocktail bars are chasing acclaim with high-tech techniques and elaborate presentations, Jen Murphy went in the opposite direction: perfectly poured Guinness, ice-cold martinis, and the kind of easy hospitality that makes a bar feel instantly essential. The result is Banshee, a true East Village neighborhood bar built on simplicity, precision, and a very clear point of view. On this episode of The Buildout, Jen joins Adam to talk about why New York needed a bar like Banshee, how she found her business partner, and why the perfect pint is anything but simple.Follow us: https://www.instagram.com/buildoutpodcastBanshee: https://www.instagram.com/banshee_nycJen Murphy: https://www.instagram.com/jenmnycVinePair: https://www.instagram.com/vinepairHosted by VinePair Co-Founder: https://www.instagram.com/adamteeterProduced and edited by: https://www.instagram.com/dolldoctor Hosted on Acast. See acast.com/privacy for more information.

With their scale and 130-gigawatt pipeline of new large-load customers, the planned combination of electric utility and wholesale power giants NextEra Energy and Dominion may substantially accelerate the buildout of new gas-fired power plants and, with that, the need for more pipeline capacity.

Chris Versace sets the table for Nvidia's (NVDA) earnings ahead of the Mag 7 giant's report after Wednesday's closing bell. He favors the stock and explains why Nvidia will be a long-term disruptor as use cases for AI develop. Chris then turns to the greater AI trade and what it means for job productivity. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Here's what you'll learn: Why natural gas demand may continue rising: From LNG exports to AI adoption and electrification trends What pipeline constraints are signaling: How the growing need for infrastructure can support U.S. production How AI is reshaping power demand: As more data centers arise, so does the need for reliable, around-the-clock electricity What's supporting the AI infrastructure buildout: How we're seeing increased capital being spent across energy and technology How it all affects investors: And why energy infrastructure may remain a long-term strategic opportunity Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

The AI buildout is accelerating, with spending expected to reach trillions. Sid Choraria says the cycle is driven by profitable companies, not speculation, as demand flows to leaders like Nvidia (NVDA), TSMC (TSM), and Broadcom (AVGO), along with broader supply chain and infrastructure plays. The focus remains on where capital is going and which companies can sustain growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Amor y Amargo was only supposed to be a six-month pop-up. Instead, it became one of the most influential bars of the modern era—a place with a distinct philosophy, a fiercely loyal audience, and a legacy that still matters.On this episode of The Buildout, Sother Teague joins Adam to tell the story of Amor y Amargo, explain why the drinks are always stirred and never shaken, and reflect on legacy, longevity, and why it still feels important for the bar to exist today.Follow us: https://www.instagram.com/buildoutpodcastAmor y Amargo: https://www.instagram.com/amoryamargoSother Teague: https://www.instagram.com/creativedrunkVinePair: https://www.instagram.com/vinepairHosted by VinePair Co-Founder: https://www.instagram.com/adamteeterProduced and edited by: https://www.instagram.com/dolldoctor Hosted on Acast. See acast.com/privacy for more information.

Michael Bull with Bull Realty interviews Anthony Graziano, CEO of Integra Realty, a national appraisal firm on the state of valuations. They explore lender behavior, property level performance and interest rate expectations. Discussions include the impact of AI, rising gas prices and a new Fed Chair.  TCN Worldwide Real Estate Services - A global network of over 1,500 leading commercial real estate professionals delivering integrated, expert sales, leasing, management and consulting services across 200 U.S. and global markets. https://www.tcnworldwide.com/ Buildout - Aconnected software platform built for commercial real estate brokerages—combining CRM, marketing, data, and back-office automation. https://www.buildout.com Bull Realty, TCN Worldwide - Commercial Real Estate Asset & Occupancy Solutions in Atlanta and throughout the Southeast U.S. https://www.bullrealty.com/ Commercial Agent Success Strategies - Twenty-one cloud accessed commercial broker training videos with slide deck action notes. Learn more at https://www.commercialagentsuccess.com/

Christian Westbrook discusses the omnicrisis being used to engineer social control. Globalist entities are utilizing food scarcity, energy rationing, and AI-driven surveillance—a “beast system”—to dismantle national sovereignty and individual autonomy. Both Western and Eastern powers are equally complicit in implementing these oppressive technologies. To counter this neo-feudalism, Westbrook advocates for spiritual resilience and practical self-sufficiency.  Watch on BitChute / Brighteon / Rumble / Substack / YouTube *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Listen Ad-Free for $4.99 a Month or $49.99 a Year! Apple Subscriptions https://podcasts.apple.com/us/podcast/geopolitics-empire/id1003465597 Supercast https://geopoliticsandempire.supercast.com ***Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics American Gold Exchange https://www.amergold.com/geopolitics Escape The Technocracy (15% off w/ GEOPOLITICS) https://escapethetechnocracy.com/geopolitics Expat Money (Free “Plan B” report) https://expatmoney.com/geopolitics PassVult https://passvult.com Sociatates Civis https://societates-civis.com StartMail https://www.startmail.com/partner/?ref=ngu4nzr Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Unshadowed https://unshadowed.org YouTube https://www.youtube.com/@UNSHADOWED2 X https://x.com/UnshadowedShow Telegram https://t.me/iceagefarmer *Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Jeff Bell may be best known for PDT, but as much as the bar reflects his influence, it wasn't something he built from the ground up. That bar is Kees. A deeply personal project, Kees gave Jeff the chance to create something entirely his own—and to do it under the weight of expectations that come with being so closely associated with one of the most famous bars in the world.On this episode of The Buildout, Jeff joins Adam to talk about his second act, the pressure of opening a new bar when your name is already tied to an iconic one, and the intentionality behind building Kees from scratch.Follow us: https://www.instagram.com/buildoutpodcastKees: https://www.instagram.com/seekkeesnycJeff Bell: https://www.instagram.com/jeffreymbellVinePair: https://www.instagram.com/vinepairHosted by VinePair Co-Founder: https://www.instagram.com/adamteeterProduced and edited by: https://www.instagram.com/dolldoctor Hosted on Acast. See acast.com/privacy for more information.

Cat & Cloud Podcast Cat & Cloud Coffee www.catandcloud.com/ Episode Summary This episode explores what it really takes to build a café from the ground up—starting with a blank slate but bringing hard-earned experience along. The conversation moves from practical decisions like choosing the right neighborhood and building authentic community connections, to deeper reflections on mindset, motivation, and the emotional realities of ownership. Along the way, the hosts break down coffee program philosophy, hiring approaches, and the importance of aligning values with operations. The episode closes with a candid look at the mental load of running a business, offering a grounded perspective on sustainability, self-awareness, and building support systems as things grow. Chapters  00:00 – Climbing and a Shout out to Kiera 04:00 – Starting a Café from Scratch 06:30 – Why Location Matters Most 10:30 – Building Community Before Opening 14:30 – Authenticity vs Over-Marketing 18:00 – Feeling Like You're Doing Everything at Once 22:00 – Defining Values and Systems 26:00 – Designing the Coffee Program 30:00 – Innovation and Brewing Concepts 33:00 – Choosing the Right Roasting Partner 36:00 – Space, Buildout, and Constraints 40:00 – Hiring for Culture and Fit 44:00 – Motivation and Early Ownership Mindset 47:00 – The Mental Load of Ownership 49:30 – Sustainability and Building Support Systems
  Cat & Cloud: Instagram www.instagram.com/catcloudcoffee/. é Webstore www.catandcloud.com/ Roasters Choice Subscription www.catandcloud.com/collections/subscriptions Wholesale Partners! Interested in serving our coffee at your business? Learn more about our Partner Program https://catandcloud.com/wholesale Cat & Cloud Coffee was founded in 2016 by three friends who believe experiences and connections shape our lives. Former barista champions and lifelong coffee professionals, they envisioned a better way to do business and set out to create a values-driven organization that put culture first. Our mission is to inspire connection by creating memorable experiences. Whether it's with guests in our 4 retail locations in Santa Cruz, our team members, or our wholesale partners across the country, we strive to leave everyone better than we found them.  The Cat & Cloud Podcast is a space for us to share our experiences and adventures in coffee and business in hopes of inspiring more people to create culture and values-driven organizations.  Hosted by Chris Baca and Jared Truby Produced by Casey Ryan May 2026