Podcasts about Buildout

Building a celebrated restaurant group in New Jersey is already an accomplishment. Bringing that success across the Hudson to New York City is another challenge entirely—one many restaurateurs never even attempt. But Sidharth Sharma and Sammeer A. Raajpal were determined to try.With Kidilum, their celebration of Kerala cuisine in Manhattan, they are betting that the same commitment to hospitality and showing guests a wonderful time that fueled their success in New Jersey can also resonate in New York.Sidharth and Sammeer join Adam on this episode of The Buildout to discuss how they built their restaurant group, why they were confident their approach would translate to New York City, and what it takes to make the leap into one of the world's most competitive dining markets.Follow us: https://www.instagram.com/buildoutpodcastKidilum: https://www.instagram.com/kidilum.nycVinePair: 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.

Top of the hour - hear CNBC's breakdown of Consumer Confidence and New Home Sales data, alongside the latest out of Washington as Iran vows retaliation after the U.S. widened its 'Economic D-Day' sanctions... Plus: JPMorgan's Head of AI Infrastructure financing gave his take on where the industry is headed (despite growing data center backlash) - and more on billionaire investor Stanley Druckenmiller's new warning for the Treasury: let the bond market speak.  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.

AI's enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupattur takes stock of this summer's key financing developments. Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today: Why the summer of 2026 is all about AI Financing and the evolution of credit markets. It is Friday August 21st at 2pm in New York. The summer of 2026 may ultimately be remembered not for a new model release or a breakthrough chip, but for developments in AI financing that highlighted how quickly capital markets are adapting to the demands of the AI buildout. The starting point of our analysis remains unchanged: the demand for compute continues to outstrip supply of compute, resulting in upward revisions in AI infrastructure capex expectations as hyperscalers commit additional capital to secure future capacity. Our equity research colleagues now estimate that the total capex for the four largest hyperscalers will rise 57 percent in 2027 versus 2026. These spending plans reflect growing conviction that such investments can generate 25 percent plus returns on invested capital. At the same time, the lag between capex deployment and monetization continues to pressure near-term cash generation, with our analysts' 2027 free cash flow estimates for the four hyperscalers continuing to move lower. To a credit analyst, what this means is that the result is a widening financing gap in 2027. That means AI-related credit issuance will remain substantial and may even need to increase further before cash flows from these investments begin to catch up. Developments in credit spreads this summer have been equally telling. Credit spreads for hyperscalers have widened meaningfully. More notable even than the absolute level of widening is the divergence across financing channels. For example, spread widening was most pronounced in unsecured bonds, where issuance volumes accelerated sharply and investors remained exposed to a broader range of risks tied to the AI investment cycle. By contrast, spread widening in data center ABS and CMBS was much more modest. These structures are backed by operating assets that have already been constructed, powered, and leased, with contractual cash flows largely established. Combined with a more measured pace of issuance, these characteristics helped insulate securitized credit products from the volatility seen in unsecured credit markets. The divergence across credit markets also reflects the differences in issuer incentives and sensitivity to funding costs, which will shape issuance volumes going forward. At the higher end of the quality spectrum, the major hyperscalers, with average ratings of roughly AA, combine substantial financing needs with significant ratings flexibility. Given their ROIC expectations, these issuers are relatively insensitive to modest changes in borrowing costs. Higher funding costs alone are unlikely to materially slow capital raising by the highest-quality participants in the AI ecosystem. The opposite is true further down the quality spectrum. Lower quality hyperscalers and data center developers, including former bitcoin miners and REITs, have less balance-sheet flexibility and lower tolerance for higher funding costs. For these borrowers, wider spreads represent a more meaningful constraint, making funding costs a natural stabilizer of future supply. The next phase of AI financing is also likely to look quite a bit different as incremental capex shifts from data center shells toward compute equipment, particularly servers and chips, as well as energy assets. While some of these assets have already been financed through high-yield bonds and leveraged loans, compute infrastructure is particularly well-suited to asset-level financing, creating a larger role for private capital. The emergence of large-scale component financing is likely to be enabled by the highest-quality issuers flexing their ratings as well as balance-sheet strength. We expect these issuers to increasingly provide backstops, credit support arrangements, and residual value guarantees, helping private capital underwrite ever-larger pools of AI infrastructure assets. As AI scales from a technology cycle into a capital cycle, understanding the nuances of financing is becoming increasingly important. In the next phase of the AI buildout, understanding the flow of capital may prove nearly as important as understanding the flow of innovation itself. AI is no longer just a technology story. It is increasingly a capital markets story as well. Thanks for listening. If you enjoy the podcast, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

New York Distilling Company was born out of New York's cocktail renaissance. Founded by Allen Katz, an entrepreneur obsessed with cocktails and the bars creating them, the distillery was built as a brand for New York bartenders.Katz also turned New York Distilling into a destination for the liquid-curious, creating a hands-on experience in Williamsburg where both aficionados and novices could learn more about spirits and cocktails. Since its founding, the brand has become a mainstay behind bars across New York, but Katz always believed it could become something bigger. That ambition ultimately led him to sell the company this past year.Allen joins Adam on this episode of The Buildout to discuss founding one of New York State's first distilleries after Prohibition, building the brand, and preparing it to go global.Follow us: https://www.instagram.com/buildoutpodcastNew York Distilling: https://www.instagram.com/nydistillingAllen Katz: https://www.instagram.com/nydistillerymanVinePair: 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.

Tiernan Ray, longtime tech journalist and editor of The Technology Letter, examines the lessons learned from 2Q tech earnings, the state of the chip trade and what's behind the volatility in memory stocks. Tiernan also takes a closer look at the state of A.I. infrastructure financing.======== 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

Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ Dan Nathan welcomes Vincent Daniel, partner at Seawolf Capital and one of the investors who called the 2008 housing crash, for a deep dive into where markets stand heading into year-end. They break down new Fed chair nominee Kevin Warsh's "immaculate economy" problem, why passive fund flows are quietly the most powerful force in the market, and the hedge-fund blowup that briefly rattled the S&P. From there, Dan and Vincent get into the real meat of the episode: the new wave of GPU-backed financing deals from Nvidia, Apollo, and Blackstone, why Vincent thinks the AI trade is less a Ponzi scheme and more a "debt-infield CapEx initiative," and where the credit risk is really hiding. They also debate capital availability, return on invested capital, which software names survive the AI shakeout, and whether this all ends up looking more like the dot-com bust or the GFC. Plus: an unprompted case for why Vincent should be the next GM of the Mets. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

"We've seen a strong shift in company selling compute versus buying compute," says Noah Kann. He points out Alphabet (GOOGL) signaling negative free cash flow in earnings and its following stock sell-off as an example. Noah says it's all about the race to create the first "true" AI model that will generate phenomenal profits. Nvidia (NVDA) and several financial firms seek to finance $500 billion to AI infrastructure as a way to ease these woes, giving the Mag 7 giant a "kingmaker" role.======== 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

Opening a restaurant in New York is difficult, even when the people behind it come from one of the best restaurants in the world.When Cedric Nicaise and chef Andy Quinn set out to open The Noortwyck, they wanted to create a true West Village neighborhood restaurant—something very different from the three-Michelin-starred Eleven Madison Park, where they had both previously worked. But building the restaurant has not been easy, a reality Cedric is refreshingly candid about. Some days, he admits, it can still feel nearly impossible.At the same time, The Noortwyck created the opportunity for them to open Oriana, their more approachable take on fine dining, which is already attracting attention and acclaim.Cedric joins Adam on this episode of The Buildout to discuss learning from mistakes, the importance of service and hospitality, and what restaurant critics get right—and wrong—about the dining experience.Follow us: https://www.instagram.com/buildoutpodcastOriana: https://www.instagram.com/oriana.nycCedric Nicaise: https://www.instagram.com/cedlovesbaconVinePair: 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.

CoreWeave (CRWV) "will have to beat expectations by a lot" to show they can compete with other companies emphasizing AI compute, argues Brian Mulberry. He sees the company's backlog and revenue growth as a huge plus but the "inside out" CapEx approach as one that remains shaky. Brian turns to CoreWeave's key competitor in Nebius (NBIS) and highlights its "full stack" approach as more capital-aware. ======== 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

Lumentum (LITE) reports earnings after the close Tuesday, and Cory Johnson says the company makes "crucial components" that are "just as important" as semiconductors. While some push back against data center construction, he argues "there are zero signs" that it's impacting business momentum. ======== 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

Handshake Speakeasy seems to be everywhere these days, from starring in commercials for 1800 Tequila to being named the number one bar in the world. For anyone visiting Mexico City, missing the chance to have a drink at this acclaimed bar can inspire some serious FOMO.But its success was far from inevitable. It took years of starts, stops, and setbacks to finally get Handshake off the ground. Once it opened, however, the response was immediate. The bar offered something distinctly different from the cocktail destinations that had come before it in Mexico City, and its arrival helped further cement CDMX as one of the world's most exciting drinking destinations.Co-owners Eric and Rodrigo join Adam on this episode of The Buildout to tell the story of how Handshake Speakeasy came to be.Follow us: https://www.instagram.com/buildoutpodcastHandshake Speakeasy: https://www.instagram.com/handshake_barEric van Beek: https://www.instagram.com/ericvanbeek.carinoRodrigo Urraca: https://www.instagram.com/rurracaVinePair: 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.

Dryden Pence says the AI industry has moved from proof of concept to rapid adoption, which has positive impacts on companies like hyperscalers. He says those hyperscalers are buying into the AI infrastructure of the future, taking their own profits and re-investing into memory and chipmakers. Dryden lists Micron (MU), Nvidia (NVDA) and Microsoft (MSFT) among his stock picks. ======== 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

Spencer and Laurie discuss AI, data centers and the possibility of ethical guidelines from the Church and other sources in this July 2026 episode of Dustbowl Diatribes. The "Secret Grange," for patrons of the Maurin Academy only, followed.

Chase Sinzer knew from an early age that he wanted to own a restaurant, pursuing that dream through high school and college before making his way to New York City to work for some of the best restaurateurs in the business. His first project, Claud, has been a breakout success, earning three stars from The New York Times, becoming one of the city's hardest reservations to land, and establishing itself as one of the best places in New York to drink wine. But the thing that may have put Claud on the map in the first place wasn't the service, the wine, or the entrées. It was a slice of chocolate cake. On this episode of The Buildout, Chase joins Adam to talk about building Claud, how to move from one success to the next, and why he offers finance classes to any member of his restaurant staff who wants to learn.Follow us: https://www.instagram.com/buildoutpodcastClaud: https://www.instagram.com/claud_nycVinePair: 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.

Shares of Coca-Cola hit an all-time high on the back of results. CEO Henrique Braun sits down for his first interview since taking over the job, live from the company's headquarters in Atlanta. Then the CEO of UPS on the back of results and the “glide down” of its business with Amazon. And the CEO of utility Southern Company, on the data center buildout and power demand. 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.

Nitin Sacheti talks about the state of the AI trade as the buildout accelerates. He focuses on small-cap companies tied to AI infrastructure and discusses what to watch in today's earnings for the firm. Nitin also touches on the next phase of the AI investment cycle and separates winners from the rest of the tech crowd.======== 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/watch Watch onVizio - https://www.vizio.com/en/watchfreeplus-exploreClassification: Schwab InternalWatch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X –https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetwork Follow us onLinkedIn - https://www.linkedin.com/company/schwab-network

Knowledge Project Key Takeaways The dating site story is systems thinking in one anecdote: a large dating site hypothesized longer profiles would drive more engagement They tested it. It was true. They rolled it outMany, many months later they discovered it was negative for conversion — when people knew that much about each other, they converted lessThat is a second-derivative effect, and you only find it way after the factThe combination is the whole point: know the really old stuff (the history of your field, which signals passion) and really understand the new edge. Do both and you're a power playerApplying for a marketing job at P&G or Pepsi? Know the legends of marketing and genuinely get TikTok. That's a wildly differentiated candidateThe built-in filter: if learning the history of your field sounds tedious, you're in the wrong lane. Tedium is the signal that the passion isn't thereWall Street is the buyer of the product venture capitalists create, since liquidity is either M&A or an IPO and that's where the price gets set — so even at two people on a PowerPoint, you're asking whether this thing grown up is something that buyer gets excited aboutChina has roughly 10 good open source models and the farmer metaphor explains why that matters: two agricultural societies, in one the farmers come to market, sell goods, go home. In the other, they're forced to share best practices with every other farmer. Which one evolves faster? They're open sourcing weights and publishing the new techniques. Meanwhile a lot of US startups are quietly forking those modelsThe chart that tells the AI funding story: losses of the category-leading company before going cash flow positive. Amazon was two or three billion. Uber was around 15 billion. These AI companies will be way bigger than thatBurn rate used to be the risk metric: ten years ago a million a month was terrifying. Now companies burn five billion a year, over a hundred million a month, and at that speed it's genuinely hard to know what your unit economics even areStablecoins are functionally a workaround for regulation the banks lobbied into existence. ACH takes three days, a same-day wire costs $25 and a page of forms, and credit cards charge 2 to 2.5% — “there's zero reason why it should cost two or three percent, just zero” UK Faster Payments did instant bank-to-bank 20 years ago, Pix hit 60-70% of transactions within six years, and the US built FedNow but it went nowhereBill once asked Jeff Bezos how his angel portfolio was so successful given he has zero free time. The answer: when he meets an entrepreneur there is only one question he asks himself, is this person going to do this no matter what, come hell or high water?Benchmark made the partnership flat — no lead partner, no king, no president, just five equal partners, which makes recruiting easy, actually develops new partners, and eliminates all the annual comp politics. The one huge negative: with no CEO, nobody owns anything firm-wide, which is why the site is still a single splash page 15 years laterRead the full notes @ podcastnotes.orgBill 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. 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Dan Nathan sits down with Rick Heitzmann, co-founder and partner at FirstMark Capital, to kick off a new Okay, Computer. series on AI investing. They dig into the circular financing behind the AI infrastructure boom — from Nvidia backstopping Apollo's private credit for xAI to Meta's off-balance-sheet data center deals with KKR and Blue Owl — plus the shift from "tokenmaxxing" to an efficiency era, the rise of Chinese open-source models, memory stock froth, and what's next for the IPO market after SpaceX. Show Notes Big Tech Is Hiding $1.65 Trillion in Debt. How Worried Should Investors Be? (Yahoo Finance) SpaceXAI Explores Major Data Center Expansion in Texas (The Information) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Adam and Zach discuss some of Adam's takeaways from hosting The Buildout, in particular about the tremendous importance of hospitality, and on making the guest experience welcoming and accommodating, as well as the need to be willing to change your concept, why you have to know your marketplace very well, and more. Please remember to subscribe to, rate, and review The VinePair Podcast on Apple Podcasts, Spotify, or wherever you get your episodes, and send any questions, comments, critiques, or suggestions to podcast@vinepair.com. Thanks for listening, and cheers!Zach is reading: Monarch Tractors Promised to Save American Wine With AI. Then, It Closed. What Happened?Adam is reading: More Than Functional Fungi: How Mushrooms Are Flavoring Wine and SpiritsInstagram: @adamteeter, @jcsciarrino, @zgeballe, @vinepair Hosted on Acast. See acast.com/privacy for more information.

Allegory DC was never supposed to become a 50 Best bar. But when Covid hit, the entire team left, and Deke Dunne found himself the last man standing. What followed was a complete transformation: a bar built around storytelling, creativity, and craft. On this episode of The Buildout, Deke joins Adam to talk about how that disruption gave him the chance to create the bar he had envisioned from the start, assemble one of D.C.'s most talented bar teams, and turn Allegory into a destination bar that helped raise the profile of the hotel it's located in.Follow us: https://www.instagram.com/buildoutpodcastAllegory: https://www.instagram.com/allegory_dcDeke Dunne: https://www.instagram.com/deke_dcVinePair: 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.

Farm+Food+Facts host Joanna Guza talks with Rob Fox, director of CoBank's Knowledge Exchange research division, and Corey Geiger, lead dairy economist at CoBank and an advisor to the US Farmers and Ranchers in Action board of directors. They discuss highlights from CoBank's most recent report, The Quarterly. To stay connected with USFRA, join our newsletter and become involved in our efforts, here.  

Ben Sturgill talks about the U.S.-Iran war as a known downside risk that investors are continuously revaluating as the conflict shifts. He believes it will contribute to a choppy trading environment that will ultimately end with a higher year. Ben explains how the AI trade and more liquidity backing tech trends helps paint a clearer bullish picture for markets.======== 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

This week host @Jackgreenstalk (aka @Jack_Greenstalk on X/instagram backup account) [or contact via email: JackGreenstalk47@gmail.com] is joined by @spartangrown on instagram or X f.k.a. Twitter at https://x.com/grown43626 or email spartangrown@gmail.com for contacting spartan outside social media, any alternate profiles on other social medias using spartan's name, and photos are not actually spartan grown be aware, TheAmericanOne on youtube aka @theamericanone_with_achenes on instagram who's amy aces can be found at amyaces.com and @NoahtheeGrowa on instagram .... This week we missed Rust Brandon of @fulcrop.sciences / fulcrop.ceo regained @Rust.Brandon instagram page, and products can be found at bokashiearthworks.com ,@DrMJcoco from cocoforcannabis.com as well as youtube where he tests and reviews grow lights and has grow tutorials and @drmjcoco on instagram, , Matthew Gates aka @SynchAngel on instagram and twitter @Zenthanol on youtube who offers IPM direct chat for $1 a month on patreon.com/zenthanol , and @ATG Acres Aaron The Grower aka @atgacres his products can be found at atgacres.com view his instagram to find out details about drops!

Tech companies are spending hundreds of billions on infrastructure to power AI, but they've run into a major roadblock: government regulation. From the U.S. to Europe, a growing backlash over zoning, land, and energy use is putting the brakes on data centers. WSJ reporters Will Parker and Yusuf Khan join host Alex Ossola to discuss how governments in the U.S. and Europe are stalling the AI buildout. Further Reading These Cities and States Are Taking Aim at Data Centers Can a Prettier Data Center Curb the Community Backlash?  These Rural Americans Are Trying to Hold Back the Tide of AI  Bring Your Own Power, Ireland Tells Tech Titans Hungry for Data Centers The American Rebellion Against AI Is Gaining Steam  We Tracked the Growing Pushback Against Data Centers  A Data Center Revolt in Missouri  Learn more about your ad choices. Visit megaphone.fm/adchoices

I'm way overdue for reviewing Rock 'n' Roller Coaster Starring the Muppets--there's several reasons for that, but I'm excited to share my thoughts on this remake--not just for the coaster but for the muppets in the park. And that's not all that's going on at Disney's Hollywood Studios. Monsters Inc. is in big build mode--everything in scaffolding and iron girders going vertical. We'll talk about the approach to this land. And then I share my emotional impressions of the new Magic of Disney Animation courtyard, which now has an opening date of September 14th, 2026. All this and more, plus a really good churro makes what's happening at this park really exciting. Join us for this Muppets Rock & Roller Coaster Review, Monsters Inc. buildout & Magic of Disney Animation Opening Date. Be sure to check out my latest endeavor, Disneyland Insights: Inspiration, Ideas & Magic for You and Your Organization. __________________________________________________ Disney Insights YouTube Page--Check it out and subscribe. DisneyInsights.com--So many resources at our home site. Be sure to subscribe to receive notice of upcoming podcasts. My newest book, A Century of Powerful Disney Insights, Volume I 1923-1973, The Walt & Roy Disney Years is available!  Also, check out my two of my other books, The Wonderful World of Customer Service at Disney and Disney, Leadership and You.  Also, for those examining other business benchmarks beyond Disney, check out Lead with Your Customer: Transform Culture and Brand Into World-Class Excellence. _______________________________________________________ Check out Zanolla Travel to book your next vacation!  David & Leah Zanolla ZanollaTravel.com Owner/Agents (309) 863-5469 _________________________________________________________ Performance Journeys This podcast and post is provided by J. Jeff Kober and Performance Journeys, which celebrates more than 20 years as a training and development group bringing best in business ideas through books, keynotes, workshops, seminars and online tools to help you take your organization to the next level. Want a Keynote Speaker? More than just nice stories, I offer proven insight and solutions having worked in the trench. Need Consulting? I've worked for decades across the public, private and non-profit arena.  Need Support? We offer so many classroom, online, and other resources to help you improve your customer service delivery, leadership excellence, and employee engagement. Contact us today, and let us help you on your Performance Journey!  

For many, Dante is the bar that put New York's modern cocktail scene back on the map. After rising to the top of the World's 50 Best Bars list in just a few short years, it helped usher in a new era of cocktail culture in the city. But what exactly is Dante? A cocktail bar? A restaurant? Something in between? And how do you grow a brand nationally and internationally without losing the magic that made it special in the first place? On this episode of The Buildout, owner Linden Pride joins Adam to tell the story behind Dante, and how he and his wife and partner, Nathalie, have expanded it beyond anything they first imagined while preserving the spark that made it iconic.Follow us: https://www.instagram.com/buildoutpodcastDante: https://www.instagram.com/dantenewyorkcityLinden Pride: https://www.instagram.com/lindenprideVinePair: 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.

Derek Matthews discusses the growing strain AI and advanced manufacturing place on the U.S. power grid and why new infrastructure is needed. He explains how self-sufficient innovation hubs can generate their own energy, support local communities, and help meet rising demand while advancing national security goals.======== 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

[Recorded July 7, 2026]  Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to discuss his investing outlook across multiple resource and energy sectors in the current macroeconomic environment. He shares how he is managing his portfolio as it relates to gold, gold stocks, oil, oil stocks, A.I. Stocks, and those infrastructure stocks adjacent to the massive A.I. datacenter buildouts.   The conversation kicks off around the precious metals sector, noting that the extreme selling pressure and downside momentum has stalled and that we did see a recent small bounce in gold and gold stocks off their lows since the middle of last week. Sean acknowledged the bear market price action in gold and gold stocks since the tops in late January and February to present, and would like to see the PMs just quit going down and stop making lower lows. We discussed the growing number of calls for entering a more a bullish period of seasonality, where the PM sector often bottoms in late July into early August. Sean has been nibbling a little bit on quality PM producers into the overall sector correction, such as Aura Minerals (NASDAQ: AUGO), but ultimately wants to see more follow-through strength and a definitive break up out of the bearish downtrend, before getting more aggressive in adding to new positions. He is constructive on the upcoming Q2 earnings, where producer margins were still very robust, even despite the higher energy inputs for the quarter. Now with oil prices down very close to levels before the war started, he'll also be reviewing carefully the forward guidance from companies as it relates to projected costs for Q3.   Next we dove further into the WTI oil price movements into the $70s, and how that may play into current opportunities in the energy stocks, along with expectations around Fed policy. Sean his hanging on to his energy stocks for now, especially if they have solid fundamentals at these current prices, and pay a good dividend. He sees the markets as having become very tilted to overly hawkish expectations from Kevin Warsh's comments on price stability in lieu of rising inflation concerns. It's possible that we may see 1 token rate hike from the Fed later in the year, but then it's more likely to see neutral to dovish policies take back over, especially if energy prices stay in the $70s or low $80s and inflation moderates.   Sean weighs in on the narratives circulating about the potential overspend and over-commitment from big tech companies into the AI datacenter buildout.  Sean already exited profitable positions in the semiconductor chips, and recently pulled a 2nd wave of profits in most of the companies he held in his portfolio exposed to the infrastructure buildout of AI data centers, like Sterling Infrastructure, Inc. (NasdaqGS: STRL). He notes several large mega-cap tech companies like Meta and Google now renting out some of their A.I. capacity as sign of an overbuild in compute; and draws parallels to the overbuild of fiberoptic cable during the dotcom bubble of the late 1990s into the internet stock crash in 2000-2001. The rise of China's less costly and equally efficient A.I. platforms pose a threat to domestic tech companies and may temper any further advances. He points to the dangerous trends of previously cashflowing tech companies pivoting from profitability to now taking on massive amounts of corporate debt to keep building more compute capacity. Sean outlined that there needs to be a market rationalization for how much further compute capacity and infrastructure buildout is actually needed, and that this industry may be out over its skis at this point.   Click here to follow along with Sean's work at Weiss Ratings Daily and Wealth Megatrends . Click here to learn more about Resource Trader    For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

What happens when a celebrated cocktail journalist and one of the country's foremost rum authorities join forces? The result is Echo Lake. But opening the bar proved more challenging than either expected. Chloe Frechette had spent her career covering bars, not opening them, while Paul McGee had built his reputation in Chicago, not New York. On this episode of The Buildout, Chloe and Paul join Adam to talk about the challenges they faced, the lessons they learned, and how they created one of the most exciting new additions to the cocktail and rum scenes.Follow us: https://www.instagram.com/buildoutpodcastEcho Lake: https://www.instagram.com/echolakebarChloe Frechette: https://www.instagram.com/chloefrechettePaul McGee: https://www.instagram.com/bagchatterVinePair: 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.

Plus: South Korean tech giants Samsung and LG Electronics forecast record breaking quarters amid AI boom. Imani Moise hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kaitlyn Albertoli, CEO of Buzz Solutions, says we are seeing accelerating demand for electric infrastructure as the AI boom continues. However, adoption still faces challenges, especially in renewable energies like solar. Kaitlyn believes time and storage issues will become the biggest hurdles facing the AI 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 the heels of a headline filled economic panel at the ECB's monetary forum - Carl Quintanilla, David Faber, and Leslie Picker broke down key investor takeaways and what could come next for stocks with former Fed Governor Frederic Mishkin. Plus: more on Meta's move higher following potential moves on a new AI cloud business... And elsewhere in the hour: details on the numbers sending General Mills shares to their best day in years, why the options market thinks MSTR shares will rebound, and a read from the ground on the cost of the AI buildout with the CEO of Martin Marietta... fresh off a huge deal to buy limestone supplier LHoist. 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.

Taking over a decades-old family restaurant is daunting enough. Turning it into a cocktail bar in Chicago's Chinatown — a neighborhood without a high-end cocktail destination — raises the stakes even more. But partners Lily Wang and Joe Briglio embraced the challenge, bringing Lily's family along for the ride. The result is Nine Bar, one of the most exciting new additions to Chicago's cocktail scene, drawing drinkers to a neighborhood many had never considered for cocktails. On this episode of The Buildout, Lily and Joe join Adam to share how it came together, from navigating family dynamics to honoring the culture of the neighborhood.Follow us: https://www.instagram.com/buildoutpodcastNine Bar: https://www.instagram.com/ninebarchicagoLily Wang: https://www.instagram.com/lw4ngJoe Briglio: https://www.instagram.com/joebrigsVinePair: 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.

Kurv Investment Management's Howard Chan talks about his firm's KMEM ETF and how it offers investors exposure to global AI memory businesses. He then talks about memory's role in AI infrastructure by highlighting chipmakers Micron (MU), Samsung and SK Hynix. ======== 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

"As society evolves, so does the infrastructure," says Luke Taylor when referencing the ways AI demand is accelerating business needs for data centers and chipmakers. He talks about opportunities he sees in the AI buildout, from the companies creating data centers to energy producers. ======== 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

Eric Clark highlights “diamonds in the dumpster,” pointing to Netflix (NFLX), Amazon (AMZN) and Visa (V) as quality names at attractive prices. He also discusses the LOGO ETF and how AI-driven capital spending is fueling energy and industrial plays like GE Aerospace (GE), Quanta Services (PWR) and Eaton (ETN). Clark adds the next phase of AI could drive earnings growth and margin expansion across companies adopting the technology.======== 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

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.

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

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.

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.

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...

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.

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

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