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Chanticleer columnist James Thomson and technology editor Paul Smith on the multi-trillion dollar AI investment boom, where the opportunities are for Australia and what happens if it goes wrong. This podcast is sponsored by Acenda Further reading: OpenAI in Australian blitz as it woos start-ups, corporatesThe Silicon Valley giant behind ChatGPT will offer free services to major venture capital-backed tech companies as it attempts to steal a march on rivals. Burry, Buffett and boomers: How markets drive our ugly generation gapWhile investors love the contrarian wisdom of Michael Burry and Warren Buffett, capital-soaked markets mean the world they won in is gone, creating deep societal problems. Reasons the AI bubble doesn’t look like the dotcom crash (yet)It’s the biggest spending spree in history. Is the AI boom a bubble, and what does it mean for investors and the Australian economy if it bursts?See omnystudio.com/listener for privacy information.
The Giving TreeMichael and Susan Dell to donate $6.25 billion to fund 'Trump accounts' for 25 million U.S. kidsLyft CEO: This Giving Tuesday, I'm matching every rider's donationDavid Risher: $78M in 2023Jeff Bezos and Lauren Sánchez Bezos commit $102.5 million to organizations combatting homelessness across the U.S.: ‘This is just the beginning'The wedding of Jeff Bezos and Lauren Sánchez in Venice is estimated to have cost between $46.5 million and $55.6 millionMacKenzie Scott's $19 billion donations have turned philanthropy on its head—why her style of giving actually worksFighting back! (Stakeholders Rule!)New York City Council passes landmark AI oversight packageThe New York City Council unanimously passed a collection of bills that are designed to provide a heightened level of oversight for the city's use of artificial intelligence tools.Bernie Sanders and Mamdani joined the Starbucks picket line in Brooklyn More than 1,000 Amazon employees sign open letter warning the company's AI ‘will do staggering damage to democracy, our jobs, and the earth'Costco sues Trump administration over tariffs, seeks full refundCostco filed a lawsuit at the U.S. Court of International Trade on Friday, saying the administration's tariffs imposed under the International Emergency Economic Powers Act (IEEPA) are unlawful.The 1977 law has historically been used to impose sanctions against other nations.Exxon bid to dismiss Connecticut climate lawsuit failsA judge moved the case closer to trial after rejecting the company's request to toss it out.OpenAI Completed Its Conversion. A New Ballot Initiative Seeks to Reverse ItA coalition that tried and failed to block OpenAI's conversion earlier this year is back with a new tactic: a California ballot initiative aimed at reining in the startup's power.The planned initiative, dubbed the California Charitable Assets Protection Act, was filed Monday with California's attorney general. It doesn't mention OpenAI by name, but calls for the creation of an oversight board empowered to review and potentially reverse conversions to nonprofit organizations engaged in scientific and technological research that have happened in the state since January of 2024.Starbucks to settle with over 15,000 New York City workers for roughly $35 millionStarbucks will pay about $35 million to more than 15,000 New York City workers to settle claims it denied them stable schedules and arbitrarily cut their hours.The company will also pay $3.4 million in civil penalties under the agreement with the city's Department of Consumer and Worker Protection.It also agrees to comply with the city's Fair Workweek law going forward.Fighting back! (Shareholders Rule!)Michael Burry calls Tesla ‘ridiculously overvalued' and knocks tech industry for a widely used practiceThe post is critical of Tesla and the technology industry as a whole for its use of stock-based compensation and then ignoring it as a legitimate expense.Burry said Tesla share dilution should continue following shareholder approval of CEO Elon Musk's historic pay package.Second proxy adviser calls for vote against Westpac director over ASX stintA second influential proxy adviser has recommended institutional investors vote against re-electing Westpac non-executive director Peter Nash, citing his six-year stint on the board of the troubled Australian Securities Exchange (ASX).CGI Glass Lewis said in a new report on Tuesday that investors should vote against Nash who joined the Westpac board in March 2018 and chairs the board's audit committee.Norway wealth fund to back call for Microsoft human rights report at AGMMicrosoft AGM takes place on December 5Norway wealth fund is Microsoft's eighth-largest shareholderThe fund also said it would vote against the re-appointment of CEO Satya Nadella as chair of the board, as well as against his pay package.PotpourriOpenAI declares ‘code red' as Google catches up in AI raceIn the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT.This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said.Corporations say they prioritize people. So why do so few chief people officers become CEOs?Only 16 of the CEOs at the 1,000 biggest companies have HR experience.Stephanie Mehta is CEO and chief content officer of Mansueto Ventures, publisher of Inc. and Fast CompanyMATTUplifting stories:Costco sues Trump admin seeking tariff refunds before Supreme Court rules if they're illegalWhy it's uplifting:Costco is the retail bulwark against stupidity - and they're getting paid for it with persistent quarterly growthCostco board member defends DEI practices, rebukes companies scrapping policiesCostco Under Fire in 19 States for Taking Stand Against TrumpSecond proxy adviser calls for vote against Westpac director over ASX stintWhy it's uplifting:This IS NOT AN ACTIVIST DRIVEN VOTE, and it isn't about attendance! This is purely driven by conflict of interest - an ASX listed company using an ASX board member, a board member who up until 6 years ago lead KPMG in Australia - and KPMG is now Westpac's auditorThe move is underway - ISS/GL were never going to vote against directors in the US first, but Australia is much easier to targetGoogle's data centers could actually be going to the moonWhy it's uplifting:While we couldn't solve the climate crisis for the sake of HUMANITY, we WILL solve it for the sake of AI:one hundred trillion times more energy than we produce in all of Earth todayThe space pitch arrives when Earth is starting to look like a bad long-term landlord for the AI build-out. A 2024 Lawrence Berkeley National Laboratory report found that U.S. data centers already chew through about 4.4% of the country's electricity, and that share could climb to as much as 12% by 2028 as GPU farms multiply. McKinsey puts a price tag on the race to scale data centers: roughly $6.7 trillion in global data center capex by 2030, about $5 trillion of that aimed at AI-ready infrastructureextraterrestrial data centers could cut emissions by a factor of 10 compared with their earthbound cousinsAlso, GTFO!
EP209: Burry: Remember GameStop? Massie J6 Interview, Trump Voids AutoPen, NFL Week 13SPORTSNFL Week 13 - https://www.nfl.com/news/nfl-week-13-takeaways-what-we-learned-from-sunday-s-11-games CLICKSCME Shuts Down - https://open.substack.com/pub/dollarendgame/p/the-music-stops?r=2gng6&utm_medium=iosSilver $100? https://justdario.com/2025/12/why-silver-can-hit-100-by-march/FDA: COVID Vaccine Deaths in Kids - https://www.nbcnews.com/health/health-news/fda-covid-vaccines-children-deaths-rcna246437 Fauci 100% Part Off Origins Coverup - https://www.zerohedge.com/political/fda-chief-fauci-involved-massive-covid-19-origins-coverGameStop Michael Burry posts about GameStop - https://www.benzinga.com/trading-ideas/movers/25/11/49113442/michael-burry-gamestop-stock-jim-simons-ken-griffin; https://x.com/michaeljburry/status/1993908030430433460?s=46&t=ye-2GyAK2iDh3yT1vKjfJgPOLITICSMassie Interview https://www.theblaze.com/news/assistant-capitol-police-chief-accused-by-rep-massie-of-thwarting-congressional-j6-pipe-bomb-investigation-retires ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ J6 Pipebombs w/ Stephen Blake Blaze TV ⁃ ⁃ ⁃ ⁃ ⁃ FBI threatens investigation(VIDEO) ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ ⁃ Bush Video(VIDEO)##About the Sports, Clicks & Politics Podcast SCAPP is a weekly podcast with a Livestream every Monday at 12pm on eastern. Join hosts Shawn Hannon and Ben Hussong as they separate the latest news from the noise impacting New York State. The podcast has frequent guest interviews for additional perspectives in the worlds or sports, politics and beyond!Follow the show on social mediaFacebook: facebook.com/scappodcastTwitter: @SCAPPodcastFollow Shawn & Ben on social mediaFacebook: facebook.com/hannon44 Twitter: @hannon44Facebook: facebook.com/ben.hussong.3Twitter: @benhussong
En este video analizamos por qué Warren Buffett, Michael Burry y Ray Dalio, tres de las mentes más respetadas del mundo financiero, están enviando la misma señal de alerta. Mientras los CEOs tecnológicos predican optimismo, estos veteranos están actuando en silencio: Buffett acumula una cifra récord en liquidez, Burry apuesta contra gigantes de la IA y Dalio advierte que estamos entrando en la fase final del gran ciclo de deuda. ¿Estamos frente a una nueva burbuja tecnológica? ¿Qué está viendo esta élite inversora que el resto del mercado ignora? Aquí desglosamos sus razones, los riesgos ocultos y las señales que podrían anticipar un crash inminente. Prepárate, infórmate y no te pierdas este análisis imprescindible. Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a textIn this episode of The Skinny on Wall Street, Kristen and Jen unpack the story stirring up markets: Michael Burry's latest warning that Big Tech is overstating earnings by extending the “useful life” assumptions on their GPUs. The conversation becomes a real-time teach-in on depreciation, useful life estimates, GAAP vs. tax depreciation, and how a small shift in an accounting estimate can meaningfully inflate EPS—especially for mega-cap tech stocks that trade heavily on P/E multiples. Kristen walks through exactly how depreciation affects valuation, and why some metrics (like EBITDA) and methodologies (like the DCF) are untouched by the choice of useful life. The big question the duo wrestle with: is Burry identifying a real risk, or is this a nothingburger amplified by market paranoia? From there, Jen shifts to the fixed income landscape ahead of the December Fed meeting—one the central bank must navigate without key data (payrolls and CPI) that won't arrive until after the rate decision. She breaks down how Powell is managing optionality near the end of his term, how the market is pricing a December cut, and what a likely dovish successor (Kevin Hassett) could mean for rates in 2026. They also dig into credit markets: years of high coupons have fueled relentless reinvestment demand, but an uptick in issuance—especially from AI-heavy hyperscalers—may finally rebalance supply and demand. The duo look abroad as well, analyzing the UK's newly announced national property tax and what it signals about global fiscal stress.The episode wraps with big updates from The Wall Street Skinny: the long-awaited launch of their Financial Modeling Course, the continued fixed income course presale, and new January 2026 office hours, plus the return date for HBO's Industry (January 11!). To get 25% off all our self paced courses, use code BLACKFRIDAY25 at checkout!Learn more about 9fin HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.
Pakjesavond laat nog een week op zich wachten, maar de Tweede Kamer deelt deze week alvast cadeautjes uit. Zo gaat de voorgenomen verhoging van de vermogensbelasting toch niet door. Wat dat voor beleggers betekent, bespreken we in deze aflevering. Ook hebben we het over Arcadis, want het Nederlandse bedrijf wil zich gaan mengen in de AI-gekte. Het kersverse dochterbedrijf van Arcadis wint vier opdrachten in Duitsland om die te gaan bouwen. Daarmee zit de pijplijn bij Arcadis al vol met 229 projecten wereldwijd. En je hoort over de storing bij de Chicago Mercantile Exchange. Door een probleem met de koeling in datacenters lag de handel in opties, futures en ook valuta op z'n gat. See omnystudio.com/listener for privacy information.
Pakjesavond laat nog een week op zich wachten, maar de Tweede Kamer deelt deze week alvast cadeautjes uit. Zo gaat de voorgenomen verhoging van de vermogensbelasting toch niet door. Wat dat voor beleggers betekent, bespreken we in deze aflevering. Ook hebben we het over Arcadis, want het Nederlandse bedrijf wil zich gaan mengen in de AI-gekte. Het kersverse dochterbedrijf van Arcadis wint vier opdrachten in Duitsland om die te gaan bouwen. Daarmee zit de pijplijn bij Arcadis al vol met 229 projecten wereldwijd. En je hoort over de storing bij de Chicago Mercantile Exchange. Door een probleem met de koeling in datacenters lag de handel in opties, futures en ook valuta op z'n gat. See omnystudio.com/listener for privacy information.
Patrick Bet-David, Tom Ellsworth and Brandon Aceto are joined by Paul Barron as they break down Campbell's leaked racist recording, Michael Burry's explosive clash with NVIDIA, Google's Gemini 3 crushing ChatGPT, and the rise of a powerful new AI super-PAC heading to Washington.-------
John Johnston (JJ) breaks down how Goggle's Gemini 3 AI is outperforming OpenAI's ChapGPT, and also gaining market share month by month. JJ reacts to a clip from a recent All-In Podcast, in which they discuss the AI race between the AI company players, and their current AI chatbot models. Related episodes:AI Bubble Watch: Elon Ally Thiel Cuts TSLA Stock, Dumps NVDA https://open.spotify.com/episode/5ltDJvr3dmqc09V9Xw5E2nAI Bubble Watch: Sam Altman Admits Bubble, Bezos Welcomes It https://open.spotify.com/episode/0RIBSUAWMLusjwJxpZyJQCAI Bubble: Sam Altman Crashes Out, ‘Big Short' Burry Bets on Bust https://open.spotify.com/episode/1O91IczRNH180RpGAetiZlReferenced video:Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom | All-In Podcast https://youtu.be/4tgV87SM-r0Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Cette vidéo, c'est le résumé de la semaine, les pensées du lundi matin, un peu d'analyse musclée, un peu de sarcasme, beaucoup de caféine… et une météo mentale en mode neige, vent et envie de rhum. Au menu :
John Johnston (JJ) breaks down how Goggle's Gemini 3 AI is outperforming OpenAI's ChapGPT, and also gaining market share month by month. JJ reacts to a clip from a recent All-In Podcast, in which they discuss the AI race between the AI company players, and their current AI chatbot models. Related episodes:AI Bubble Watch: Elon Ally Thiel Cuts TSLA Stock, Dumps NVDA https://open.spotify.com/episode/5ltDJvr3dmqc09V9Xw5E2nAI Bubble Watch: Sam Altman Admits Bubble, Bezos Welcomes It https://open.spotify.com/episode/0RIBSUAWMLusjwJxpZyJQCAI Bubble: Sam Altman Crashes Out, ‘Big Short' Burry Bets on Bust https://open.spotify.com/episode/1O91IczRNH180RpGAetiZlReferenced video:Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom | All-In Podcast https://youtu.be/4tgV87SM-r0Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Who's going to win the Ashes? Find out on this week's PlayingFTSE Show!In a down week for the stock market, it's Steve W who's been making it happen for the show this week. He's down slightly less than Steve D – is that what winning looks like?Nvidia's earnings this week looked pretty good – sales growth was strong and is expected to be strong in the next quarter. But the stock went the wrong way the following day. One reason is the Bitcoin fall, but Steve W thinks there's more going on. Is the stock market getting suspicious of the firm's growth with everything going on right now?We haven't talked about Klarna on the show, but Steve D's about to change that. With US delinquencies going higher, this seems like a strange time to be thinking about that stock.There's more than this going on, though. There's a full-blown bank beneath the surface and if things go wrong with buy-now-pay-later, someone else might be holding the bag…WH Smith finally released the report from Deloitte into its accounting irregularities. And the stock was up as a result, despite the news that this year's profits are going to be lower. Steve W owns this one and is well down on it. But with some profits moved into the past and some lost, is it worth buying after the latest news?Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS7:02 NVIDIA26:19 KLARNA46:43 WH SMITH► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The Venetian Las Vegas for hosting us!: https://x.com/VenetianVegas Join us at the All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/RepClayHiggins/status/1990868089056219267 https://x.com/michaeljburry/status/1991289193037746579 https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025 https://x.com/Similarweb/status/1988879389992386897 https://x.com/PokerGO/status/1987406318832132256
Worried about a potential downturn? You're not alone — and the latest data from major fund managers, market movements, and big-name investors shows 4 major yellow flags that every retirement investor should be watching. In this week's Fastest Four Minutes in Finance, we break down what's really happening beneath the market's surface and why now is the time to reassess your risk. Here's what we cover: Surreal complacency on Wall Street — Fund managers running nearly $500 billion are bullish, even while admitting stocks are overvalued and AI may be in a bubble. Conflicting signals on interest rates and tariffs — emotional investing may be taking the wheel. Big-name caution — Gundlach urges moving 20% to cash/T-Bills, and Burry quietly hedges against AI high-flyers. Early signs of market momentum breaking — S&P dips below its 50-day moving average, and the Nasdaq slides over 5% in days. These yellow flags don't guarantee a crash — but they DO mean it's time to ask the real question: Is your retirement plan built to withstand a 20%, 30%, or even 50% decline?
Michael Burry se estrella con su corto a Nvidia. ¿Por qué ha sido uno de los peores shorts del año? ¿Qué está pasando con el CapEx en IA de Microsoft, Google, Amazon y Meta? En el vídeo analizamos el boom del gasto en inteligencia artificial, el impacto en los hyperscalers y por qué en un corto puedes quedarte sin liquidez antes de que el mercado cambie de dirección. DESCUENTO DE HASTA EL 70% INVESTING PRO - LWS Black Friday Anticipado — del 5 al 25 de noviembre • 50% en 1 año de Pro y Pro+ • 55% en 2 años de Pro y Pro+ Y lo mejor: podrás seguir disfrutando de un 15% adicional cuando uses el código + link. Eso significa que podrás conseguir hasta un 70% de descuento en InvestingPro durante estas semanas. https://www.investing-referral.com/lws Código: lws Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. #MichaelBurry #Nvidia #NVDA #IA #InteligenciaArtificial #Hyperscalers #Microsoft #Google #Amazon #Meta #CapEx #MercadosFinancieros #Inversiones #Bolsa #ConsultorioBursatil #LocosDeWallStreet #WallStreet #Tecnologia #Acciones #ShortSqueeze
Michael Burry, de belegger die naam heeft gemaakt met het voorspellen van de huizencrisis in 2008, stopt ermee. Tenminste hij blijft zelf wel beleggen, maar zijn hedgefonds Scion gaat dicht. En dan zijn zijn beleggingstransacties niet meer te zien. Dat is jammer. Michael Burry kan erg onafhankelijk en tegendraads denken. Daarmee was het een bron van bijzondere beleggingsideeën. Het sluiten van zijn fonds doet me een beetje denken aan het Tiger fonds. Dat ging dicht in maart 2000 op het hoogtepunt van de internetbubbel. De fondsmanager, Julian Robertson, gokte flink op dalende koersen van internet aandelen. En op het aller-aller-slechtste moment gooide hij de handdoek in de ring. Daarna gingen de koersen alleen maar omlaag, drie jaar lang. Tja, “markets can stay irrational longer than you stay solvent”, zei Keynes al. Eerlijkheidshalve moet ik er ook bij vermelden dat hij een flink koersverlies had opgelopen tijdens de Russische crisis en de LTCM crisis. Bovendien zat hij vol met aandelen US Airways. Die vliegtuigmaatschappij ging een paar jaar later failliet. Maar dat hoor je nooit over het Tiger fonds, want dat maakt het verhaal heel wat minder spectaculair. Tot op heden is Robertson nog steeds de posterchild, van iemand die de bubbel voorzag, maar er toch flink geld mee verloor. Michael Burry is bekend geworden omdat hij tegen de huizenmarkt in speculeerde. Hij voorzag de huizen bubbel en kocht een verzekering tegen het non betaling van de opgeblazen Amerikaanse hypotheek portefeuilles. Zolang de markt niet crashte moest hij enorme premies betalen en maakte zijn fonds verlies. Veel beleggers in zijn fonds konden de verliezen emotioneel niet meer verdragen en stapten uit. Maar degene die bleven verdienden ruim U$ 700 miljoen. En dat in een tijd dat heel veel beleggers juist flink geld verloren. Hijzelf hield er ongeveer U$ 100 miljoen aan over. In de afgelopen jaren zette Burry in op een koersherstel van Chinese internet aandelen. Deze aandelen zijn grofweg verdubbeld sinds hij zijn belang meldde, al stapte hij wel te vroeg uit. Voordat het fonds definitief sluit krijgen we nog een laatste beleggingstip mee. Burry heeft onder andere voor 9 miljoen dollar aan putopties op het AI- en defensie aandeel Palantir gekocht. Tot en met 2027 mag hij de aandelen verkopen op U$ 50. De huidige koers schommelt rond de U$ 200. Het zegt twee dingen. Hij verwacht dat de bubbel knapt. En dat dan de klap groot kan zijn. Dat hij van die hele lange opties heeft gekocht geeft ook aan dat hij geen idee heeft wanneer dat gaat gebeuren. Net als met de huizenbubbel. Tot die tijd is het pijn lijden. En daar kunnen veel beleggers blijkbaar niet zo goed tegen. Maar ja, Michael Burry, hoeft zich straks alleen maar aan de man in de spiegel te verantwoorden. Corné van Zeijl is analist en strateeg bij Cardano en belegt ook privé. Reageer via c.zeijl@cardano.com. Deze column kun je ook iedere donderdag lezen in het FD. See omnystudio.com/listener for privacy information.
Franco Macchiavelli, Analista de Mercados, nos da su visión sobre unos mercados, que abren en verde y describe un clima de perspectiva positiva, aunque matiza que “hoy tenemos la fiesta aguada al no conocer los datos de calidad, que marcan el rumbo del mercado”. Aun así, señala que el mercado encuentra cierto soporte, impulsado también por los resultados de NVIDIA. Sobre NVIDIA, Macchiavelli comenta que “todo el mundo está hablando de esa apuesta de Michael Burry”, recordando que el éxito del inversor se dio en un contexto (la crisis hipotecaria) cuya reacción no fue inmediata. Explica que los buenos resultados de la tecnológica no implican necesariamente que Burry se equivoque, pero sí anticipan una presión creciente hacia adelante. Para el analista, “lo de hoy podemos catalogarlo como un respiro; si hubiesen sido resultados negativos, estaríamos hablando del fin de la IA, y nada más alejado de la realidad”.
Tariff juggling - just moving them around - no studies, no rationale Big Moves - One of the worst Novembers since 2008 The Big Short - End of a Era? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Last Few Days for IBIT CTP - Closing Price This Friday - The Big Short - End of a Era? - What is happening to Bitcoin? - THC laws changing - interesting loophole closed Markets - Tariff juggling - just moving them around - no studies, no rationale - Big Moves - One of the worst Novembers since 2008 - Hindenburg Omen - Fed Losing Cred WHY? - If tariffs are not inflationary and this administration has brought down prices on groceries.... - President Trump signed an EO Friday lowering tariffs on beef, tomatoes, coffee and bananas, according to Bloomberg - So , just shooting from the hip on all of this are we? --- Seriously, where is the plan, where is the analysis, where are the results? Total horseshit More Tariffs - Switzerland and U.S. agree to trade deal; U.S. will lower tariffs to 15% from 39%; Swiss companies are planning to make direct investments in the USA amounting to $200 billion by the end of 2028 - Switzerland will reduce some import duties on US Imports - For other US export interests, a solution was agreed that takes Switzerland's agricultural policy interests into account: under the agreement, Switzerland will grant the US duty-free bilateral tariff quotas on selected US export products: 500 tonnes for beef, 1,000 tonnes for bison meat and 1,500 tonnes for poultry meat. - Furthermore, Swiss companies are planning to make direct investments in the USA amounting to $200 bln by the end of 2028. - What did we accomplish here? - Just going back to what it was with a slightly higher tariff on Swiss goods than before...BECAUSE WE WERE GETTING KILLED WITH FOOD COSTS Fed Update - Markets no longer view December as a sure bet - Lots of Fed speakers out with commentary that is hawkish - Currently, there is a 46% chance of a rate cut by 0.25% - a month ago it was at 95% - AND, they should not cut in the absence of all data (Stephan Miran looking for 0.50%, but he is a total tool) More Horseshit! - Former Federal Reserve Board Gov. Adriana Kugler broke the central bank's rules regarding stock trading, according to a report released by the U.S. Government Ethics Office. - Now we know why she abruptly resigned a few months ago - That disclosure shows two kinds of violations of Fed rules regarding financial transactions by senior officials at the central bank: purchases of stocks of individual companies, as opposed to mutual funds; and purchases of securities during so-called “blackout periods” leading up to and after Federal Open Market Committee meetings. - Oh - Supposedly her husband did it - but come on! - Fed losing more credibility - this is not the first time.... StampFlation - The Postal Service filed notice with the Postal Regulatory Commission for Shipping Services price changes to take effect Jan. 18, 2026. The proposed adjustments were approved by the governors of USPS this week. - The change would raise prices approximately 6.6 percent for Priority Mail service, 5.1 percent for Priority Mail Express service, 7.8 percent for USPS Ground Advantage and 6.0 percent for Parcel Select. BIG - Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The Big Short," is closing his hedge fund, Scion Asset Management. - In a letter to investors dated October 27, a copy of which was seen by Reuters, Burry said he would liquidate the funds and return capital, "but for a small audit/tax holdback" by the end of the year. - "My estimation of value in securities is not now, and has not been for some time, in sync with the markets," Burry said in the letter. - Put on a big OPTIONS short on NVDA and PLTR - We checked and his Registration expired.. Has about $155 million under management - not so much.. - He hinted that he will be back doing something and will announce on November 25th... Softbank - We know that they CUT all of their NVDA holdings - Looking at the 13F, also cut ORCL - New position in INTC - Looking to raise significant cast to outlay to private companies over the next couple of months. - Stock is up 120% YTD, DOWN 12% last week - Did you know He had for many years the distinction of being the person who had lost the most money in history (more than $59 billion during the dot-com crash of 2000 alone, when his SoftBank shares plummeted), a feat surpassed by Elon Musk in the following decades. THC Blues ??? - A new ban, tucked into legislation ending the longest shutdown in history, outlaws products containing more than 0.4 milligrams of total THC per container. == Industry executives said that threshold will wipe out 95% of the $28 billion hemp retail market when it takes effect in a year. - 300,000 jobs could be effected ($28 billion annually) - Possible that state laws will win out, but clearly Federal laws are not going the way of the industry. - Concern that the blackmarket will grow again - However, this can be seen in several ways as it may be cleaning up some of the selling of things like Delta-8 those weird knock-offs seen at gas stations) UK Tax Scrap - British government bond yields rose sharply on Friday morning as investors react to reports that Finance Minister Rachel Reeves will scrap an expected increase in income tax. - The moves came as investors reacted to a report from the Financial Times of an income tax U-turn. - Remember that they did a similar plan a few years ago that caused major havoc with markets and currencies until they withdrew the idea. How Does This Work? - House Republicans drafting legislation that will redirect Affordable Care Act subsidies to individuals and away from health insurance companies, according to Politico Some Eco ...?? - Employment Situation for September 2025 that was supposed to be released on Friday, October 3, 2025, will now be release Thursday, November 20, 2025 8:30 AM ET - What about October? White House says it may NEVER be released Hindenburg Omen - There was some excitement in the world of technical analysis the past two weeks as we saw 5 separate signals fire for something called the Hindenburg Omen. This is a warning signal of trouble, but trouble does not always come. What is fair to say is that Hindenburg Omen signals have appeared at every major stock market top going back several decades. - According to Tom McClellan: The current count of 5 signals is not as big as some other clusters. But we got 4 signals in a cluster at the end of 2021, ahead of the 2022 bear market. So 4 is enough, if the market is inclined to live up to this warning. And 2 signals were enough back in December 2024 and March 2025 to tell us about the trouble in the market which unfolded in the April 2025 tariff reaction minicrash. But 5 is better. Pied Piper - Losing Followers - OpenAi plans to invest $1.4 Trillion over the next 5 years or so - Biggest beneficiary - Oracle - Stock went from $250 to $340 overnight - now a $220 (Full Round-trip) - Oracle is looking to raise $38 billion in debt sales to help fund its AI buildout, according to sources with knowledge of the matter who asked not to be named because the information is confidential. Bloomberg reported on the planned debt raise last month. Disney Earnings - Hmmmmm...... - Shares fall 8% as revenue misses - Digging in for a prolonged flight with YouTube - The company also missed quarterly revenue expectations as the cable weakness overshadowed strong growth in the company's streaming and parks businesses central to its growth. - Family of 4 - Trip to Disney - A 3-night trip with tickets and dining is estimated to be between $6,000 and $9,000 Starbucks - Can it get any worse for this company? - Starbucks Workers United launched a strike in more than 40 cities and 65 stores on the day of chain's Red Cup Day sales event. - NY incoming Mayor Mandami says there should be a total boycott of the stores - The union is pushing for improved hours, higher wages and the resolution of hundreds of unfair labor practice charges levied against Starbucks. Buffett - Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL), and further reduced its stake in Apple (AAPL), detailing its equity portfolio for the last time before Warren Buffett ends his 60-year run as chief executive officer. - They also sold more Bank of America - *6% reduction - although still the thrid largest stockholder - Sold homebuilder DR Horton - Bought position in Domino's Pizza and Chubb ---- DPZ chart looks terrible Over to China - Economy not getting any better - Fixed-asset investment contracted 1.7% for the first ten months of the year, steepening from a 0.5% decline in the January-to-September period. - Retail sales climbed 2.9% in October from a year earlier, softening from a 3% year-on-year rise in September. - Industrial output expanded 4.9% in October, a slowdown from a 6.5% rise in the prior month. - The last time China recorded a contraction in fixed-asset investment was in 2020 during the pandemic, according to data going back to 1992 from Wind Information, a private database focused on the country. Electric Prices - We know that the new wave of data centers are requiring HUGE amounts of energy to keep them running - Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration.
50 EUR im ASUS Shop sparen mit dem Code: MeTacheles50 https://www.asus.com/de/deals/black-friday/ Apple und die KI – Geniale Strategie oder historische Fehlentscheidung?Seit zwei Jahren heißt es: Apple hat den KI-Zug komplett verpasst. Während Google, Meta, Microsoft, OpenAI, Nvidia und xAI Milliarden verbrennen, sitzt Apple auffällig entspannt auf der Tribüne. Sascha Pallenberg stellt in dieser Ausgabe die provokante Frage: Ist das wirklich ein Versagen – oder Apples klügster Move seit 20 Jahren?Apple investiert kaum in GPU-Farmen, baut keine eigenen Foundation-Modelle, kauft keine Hunderttausenden H100 oder Blackwell-Chips — und lässt die Konkurrenz stattdessen Milliardenlöcher in ihre Bilanzen reißen.Ist das Kalkül? Wartet Apple einfach, bis der KI-Hype in sich zusammenfällt? Oder plant Cupertino, die späteren Verlierer billig zu übernehmen?In diesem Podcast erfahrt ihr: ✅ Warum Apple Suchmaschinen, Social Media und sogar Gaming-Trends bewusst nicht mitgemacht hat ✅ Wie viel Geld OpenAI, xAI, Meta & Co. aktuell verbrennen ✅ Wieso Nvidia jede neue GPU-Generation Data Centers massiv entwertet ✅ Welche Rolle Michael Burry und seine Wette gegen den KI-Hype spielen ✅ Warum Apple möglicherweise die einzige Big-Tech-Firma ohne Milliardenverluste in KI bleibt ✅ Und weshalb Cupertino am Ende als großer Gewinner aus dem KI-Chaos kommen könnte
No surprise to me that there's a glut of apartments on the market I saw the potential for this oversupply happening in San Diego a couple of years ago. It seemed anywhere you drove within a short distance you would see the construction of new apartment buildings. It is not just here in San Diego though as the glut of apartments is happening around the country. With the dynamics of supply and demand, if you're looking for an apartment today, you're in for a treat. In September rental rates had the steepest drop in more than 15 years. Landlords are now offering months of free rent, gift cards, free parking and some are even paying for your moving expenses just to get you to sign a lease. You may want to play hardball because in some areas they'll even cut the rent on top of all those incentives. In September, 37% of rentals agreed to concessions like months of free rent. What caused the problem for landlords is during the early years of the pandemic, developers could not begin building apartments fast enough, especially in the Sunbelt area where there was a major population migration. It became the biggest apartment construction boom in 40 years, but because of the delay of construction permits and labor shortages, development took much longer than they had hoped. It seemed no one looked around to see all the apartments going up, and now they're all competing with each other for renters. The landlords are hoping they can raise rents by the end of 2026 or at least sometime in 2027, but I don't think they are factoring in how many apartments are online with more still to come. Based on the current apartment inventory and new apartments coming online, renters could be in for lower rent maybe perhaps until 2028. This will not be good for the housing market because rent for houses will be the next to fall and then people will have to factor in the affordability of renting vs buying a home. This would also likely hurt the demand for buying rental properties as an investment if you can't get as much rent as you thought. Are the large hyperscale companies like Meta, Microsoft, and Alphabet inflating earnings? Michael Burry, who was made famous by "The Big Short", made the claim that some of America's largest tech companies are using aggressive accounting to pad their profits. He believes they are understating depreciation expenses by estimating that chips will have a longer life cycle than is realistic. Investors are likely aware of the huge investment these companies are making in AI, but they likely don't understand how the accounting of the investments work. If a business makes an investment in these semiconductors/servers of let's say $100 B, that doesn't hit earnings when the money is spent as under generally accepted accounting principles, or GAAP, they are instead able to spread out the cost of that asset as a yearly expense that is based on the company's estimate of how rapidly that asset depreciates in value. From what I've seen, these companies are generally depreciating their Nvidia chips for over 5 to 6 years. This seems to be a stretch considering Nvidia is on a 1-year chip production cycle, and the technology is changing quite rapidly. Burry estimated that from 2026 through 2028, the accounting maneuver would understate depreciation by about $176 billion and if Burry is correct, hyperscale's will have to write off AI capex as a bad investment, due to depreciation-useful life mismatch. This would then produce a major hit on earnings. While I remain a believer that AI is here to stay, I do believe there will be some big-time losers in this space given all the money that is being spent. Be careful chasing the hype as I do worry the fallout for some of these companies could be larger than many things possible. Burry has also warned this year that AI enthusiasm resembles the late-1990s tech bubble and recently disclosed put options betting against Nvidia and Palantir. He also stated that "more detail" was coming November 25th, and that readers should "stay tuned." I know I'm definitely curious what other information he has! China is no longer just manufacturing; they are also beginning to innovate. For many years innovation was generally done here in the US, and we would have the products manufactured in China. China is no longer happy with this arrangement, and its research and development spending is up nearly 9% a year well above the 1.7% here in United States. In 2024, China filed 70,160 international patents which was about 16,000 more than the 54,087 patents the US filed. China also seems to be more advanced in robotics installing 300,000 industrial robots in 2024 compared with roughly 30,000 industrial robots in the US. It also has been noted that when it comes to worldwide sales of electric vehicles, 66% came from China. While these developments seem positive for China, the country is still experiencing problems with a slowing economy as they have seen fixed asset investment decline and a slowdown in retail sales. The population of China has also declined over the last three years, and the real estate market after four years has really taken away a lot of household wealth. China's public and private debt continue to climb rapidly, which is becoming a problem for them as well. It is estimated that China is spending around $85-$95 billion on AI capital spending yet their economy is struggling as noted by the China Merchants Bank which talked about a 11% decline in consumption among customers and retail loans are now under pressure. China's exports to the US are down 27% because of the tariffs, but worldwide their exports are up 8%. It was recently reported that Beijing banned foreign AI chips from Nvidia, Advanced Micro Devices and Intel from government funding data center buildouts. Currently, China cannot pass the US and its allies in producing the most advance semiconductors, but they're making very good progress in developing mid-level chips and parts of the AI ecosystem. The US must continue to forge ahead because if we rest, China will be the world dominant power Financial Planning: 50-year Mortgage: Helpful or Hurtful? A 50-year mortgage is being discussed as a way to reduce monthly payments and help with affordability, offering borrowers slightly lower costs that could help them qualify for homes otherwise out of reach. Critics argue that these loans would saddle buyers with far more interest paid to banks and that many borrowers would never pay off such a long mortgage, but those arguments often miss the bigger picture. Paying a low rate of interest to a bank is not inherently bad if it allows someone to invest money elsewhere at higher returns, just as today's homeowners with 30-year mortgages at 2% benefit greatly from not paying them off early. Also, most mortgages today are never fully paid off anyway because homes are sold, or loans are refinanced long before they reach maturity. A 50-year loan would be no different, especially since borrowers could always pay more than the minimum if they wanted to accelerate payoff. In practice, savvy investors would likely use the freed-up cash flow from 50-year mortgages to invest in higher-return opportunities, but most borrowers probably wouldn't resulting in slower wealth accumulation for the masses without addressing the root cause of housing affordability. If used correctly, this loan could be a useful tool, but I fear the overall impact could be damaging. Companies Discussed: Axon Enterprise (AXON), Zoetis Inc. (ZTS), Elf Beauty Inc. (ELF),Sweetgreen Inc. (SG)
Stock market update for November 14, 2025.Follow us on Instagram @therundowndailyThis video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
Le shutdown est fini, mais l'ambiance… comment dire… c'est plutôt “gueule de bois nucléaire”. Entre une tech hors de prix, un marché qui panique mais fait semblant de ne pas paniquer, Tesla en coma léger, Bitcoin en mode PLS avancée, les semi-conducteurs à l'hôpital et Ubisoft en blackout total… on se demande si on n'a pas tous raté un épisode. Et pourtant : les indices tiennent. Pas glorieux, mais debout. Comme un type qui a trop picolé et qui refuse de reconnaître qu'il aurait dû rentrer se coucher il y a trois heures. Dans cette vidéo, je te raconte : Pourquoi la séance d'hier a été l'une des pires de l'année Pourquoi tout le monde est devenu baissier d'un coup Pourquoi Nvidia pèse 16 % du PIB US (oui, tu as bien lu) Pourquoi Tesla souffre… et pourquoi ça ne devrait surprendre absolument personne Comment Trump solde le bœuf, les bananes et le café pour sauver sa côte d'amour Pourquoi les data centers deviennent les nouveaux “too big to fail” Et ce que nous raconte vraiment le chaos chez Ubisoft On est dans un marché qui tangue, qui flirte avec la panique, mais qui n'appuie toujours pas sur le bouton rouge. Est-ce le début du carnage… ou une opportunité en or ? Tu vas voir : la vérité est rarement là où tout le monde la cherche.
Michael Burry—the legendary investor who predicted the 2008 housing crash—has just placed a massive bet against the AI boom. His latest 13F filing reveals he's shorting Nvidia and Palantir, the two darlings of the AI revolution. Is this the beginning of the AI bubble bursting, or is Burry making the biggest mistake of his career?In this deep dive, we break down Burry's exact positions, the warning signs he's seeing that others are ignoring, and what this means for the future of AI investing. We also examine the counter-argument: why betting against this market could be incredibly dangerous.TIMESTAMPS(00:00) - Michael Burry's billion-dollar bet against AI(00:24) - How we know about Burry's bet: 13F filings revealed(00:44) - Burry's targeted bets: NVIDIA and Palantir put options(00:55) - Why shorting NVIDIA is significant(01:15) - Why shorting Palantir matters(01:36) - The two-pronged attack strategy(02:05) - Warning sign #1: Smart money is cashing out (SoftBank exits NVIDIA)(02:31) - Warning sign #2: Astronomical valuations(03:11) - Warning sign #3: Spending doesn't match profits(03:43) - Why Burry could be wrong: This isn't the dot-com bubble(04:05) - AI as a true platform shift(04:22) - Burry's past mistakes: The Tesla bet(04:38) - What this means for founders & investors(05:18) - Is this Big Short 2.0?(05:48) - Final thoughts and call to actionKEY TAKEAWAYS✅ Why Michael Burry is shorting Nvidia and Palantir specifically.✅ The three warning signs that suggest an AI bubble.✅ How smart money (like SoftBank) is quietly exiting AI stocks.✅ What founders and VCs should focus on in this new environment.SUBSCRIBE FOR MORE VC & STARTUP STRATEGYVC10X breaks down the most important stories in tech, startups, and investing every week. If you want actionable insights to help you build or invest in the next great company, subscribe now.LET'S CONNECTWebsite: https://VC10X.comLinkedIn: https://linkedin.com/in/choubeysahabCOMMENT BELOWDo you think the AI market is a bubble? Or is Burry making a massive mistake? Let us know in the comments.#MichaelBurry #Nvidia #Palantir #AI #BigShort #VentureCapital #TechBubble #Investing #Startup
Il manager Micheal Burry, reso celebre dal film “The Big Short”, torna a far parlare di sé perché ha chiuso il suo fondo Scion Asset Management. Ma cosa ci dice questa mossa di Burry? Ne parliamo nella puntata di oggi. Promozione esclusiva per gli ascoltatori di Black Box: se apri un conto FINECO con il codice FINBLACK hai 6 mesi EXTRA di canone gratuito e 10 ordini gratuiti per investire. Per maggiori info clicca qui. Learn more about your ad choices. Visit megaphone.fm/adchoices
En este video analizamos a fondo una de las cuestiones más críticas del momento: ¿estamos viviendo una burbuja de inteligencia artificial… y cuán grave es realmente? A partir del análisis de Michael Burry, las maniobras contables de las Big Tech y la fiebre inversora global, desvelamos cómo la IA podría estar reproduciendo los mismos patrones que llevaron a grandes crisis del pasado. Exploramos la concentración de poder tecnológico, el riesgo de un nuevo “tecno-feudalismo” y el verdadero impacto que esta revolución puede tener en nuestra economía y en nuestras vidas. Si quieres entender lo que está pasando detrás del hype, este video es para ti. No te lo pierdas, te va a abrir los ojos. Learn more about your ad choices. Visit megaphone.fm/adchoices
Market jitters over A.I. valuations persist. ‘Big Short' investor Michael Burry says hyper-scalers are overstating their earnings while Japan's Softbank sees its share price plunge following the sale of its stake in Nvidia. The company has pledged to double down on its OpenAI investment. Germany's Infineon hikes the FY forecast for its A.I. data centre revenue despite Q4 earnings coming in below expectations. CFO Sven Schneider is confident the A.I. boom will continue to drive the company's success. And in UK politics, a briefing war is raging with reports and counter-reports of a Labour leadership contest to oust Prime Minister Sir Keir Starmer just a fortnight before his Chancellor's high-stakes budget.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Beleggers zetten deze week in op een snel einde van de Amerikaanse shutdown, waardoor de beleggersriemen wat gelost lijken. Dit dus na een week vol dubbele signalen: een Nasdaq die kwakkelde en een shorter die een kanarie in de koolmijn aanwees. Was dat terecht van Burry? Onze voyeurs zoeken het uit, samen met Planet B-oprichter Tibbe Verschaffel. Hij is 'all in for the risk'. Beleggen is voor hem een hobby, waarbij hij wel eens risico durft nemen. Go big or go home? Ontdek het hier, in de nieuwste aflevering van De Beursvoyeurs!Wil je graag naar Finance Avenue komen?Dat kan! Schrijf je gratis in: https://www.financeavenue.be/Voor de live-opname van de podcast hoef je geen extra registratie te doen, enkel inschrijven voor het event volstaat. Wil je graag je kandidaat stellen als 'Superfan' voor de laatste aflevering van dit seizoen?Stuur je kandidatuur in via podcast@tijd.be. Host: Tomas De Soete Gasten: Geert Smet, Ellen Vermorgen en Tibbe VerschaffelRedactie en productie: Anne-Sophie MoermanSee omnystudio.com/listener for privacy information.
Timestamps:6:03 – Breakdown of FICO15:15 – Futures Trading Tip of the Week18:37 – Trump's $2K Tariff Plan34:46 – Burry's Shorts on NVDA & Palantir46:00 – What to Do After Becoming a Millionaire59:00 – Is Google the Sleeper AI Giant?1:04:10 – Holiday Market Play: Crypto or Stocks?1:08:20 – Trump x NVO x LLY Partnership Breakdown1:15:46 – Pre-Recession Indicators to Watch1:24:53 – CMG vs. CAVA Investment Outlook1:28:20 – End of Government Shutdown1:32:00 – Key Market Indicators for 20271:33:22 – Weekly Earnings RecapIn this week's Market Mondays, we break down everything from Trump's $2,000 plan to the future of AI and the latest market indicators signaling what's ahead for investors.We start with a deep dive into FICO scores and how they impact your financial future, then move into futures trading tips and Trump's bold plan to give every American $2,000 from tariff profits.We also discuss Michael Burry's short positions against Nvidia and Palantir, whether Google is the sleeper giant in AI, and what to do after you become a millionaire.Plus — we analyze Trump's new partnership with Novo Nordisk and Eli Lilly, what it means for biotech investors, and which markets — crypto or stocks — to focus on during the holiday season.As the government shutdown ends, we reveal key pre-recession indicators to watch, whether Chipotle (CMG) or CAVA are smart plays right now, and what signals could define the path to 2027.#MarketMondays #EarnYourLeisure #Investing #StockMarket #Crypto #FuturesTrading #TrumpEconomy #AIStocks #NVDA #Google #Palantir #NVO #LLY #FinancialEducation #WealthBuilding #RecessionPrep #EYLOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this episode, Chris, Saied, and Rajeil dive head-first into the fiery mess that is America's housing market. Where even 0% mortgage rates wouldn't make homes affordable, and Buffett and Zillow are suddenly on the same side of the doomsday table. From the longest government shutdown in U.S. history to first-time homebuyers now averaging forty (because apparently adulting got delayed a decade), the guys break down why affordability has officially left the chat and how the “Zero Interest Rate Period” turned into the world's most expensive hangover.➡️ Then it gets spicy... Michael Burry is back, betting billions against AI and the stock market like it's 2008 all over again. Meanwhile, Warren Buffett quietly agrees the math no longer works, and The Higher Standard crew connect the dots between social frustration, rising socialism vibes, and a government that can't even pay its own bills. Equal parts data, sarcasm, and therapy session — this one's a masterclass in how to laugh through an economic meltdown.
WS: record per il Dow, Nasdaq in calo;Shutdown: forse domani la fine;Micheal Burry (The Big Short) contro i Big Tech;Amd alza le stime di vendite ma il titolo soffre;NYC: il CEO di Bank of America vuole vedere Mamdani Learn more about your ad choices. Visit megaphone.fm/adchoices
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Dette er episode 341 av Tid er penger.Alle tjenester Tid er penger leverer til lyttere kan du finne på vår nye, enkle hjemmeside: www.tiderpenger.noDer finner du:LinkedIn-sideSpotfyRSSDiscord chatBlueskyNyhetsbrevFacebook-gruppePatreonBokanbefalingerPeters CVMail Hosted on Acast. See acast.com/privacy for more information.
Entre micro-news qui durent 12 minutes, traders qui changent d'avis toutes les 3 respirations et narratifs à deux balles qui justifient n'importe quel mouvement, on nage en plein délire collectif. Au menu: Trump qui bricole des deals avec la Chine, Michael Burry qui sort le lance-flammes sur l'IA, un shutdown qui coûte un bras par jour, les “Magnificent Seven” qui tournent au rouge tomate et un marché qui découvre qu'investir plus de 24 heures, c'est devenu old school. Le résultat? Des indices qui vacillent comme en 2008, un S&P500 qui fait un reverse à 110 points sur RIEN, des valorisations qui s'envolent comme des drones sans GPS, et un secteur IA qui perd l'équivalent du PIB du Luxembourg en trois tweets. Bref, un marché hyperactif, instable, accro au narratif et incapable de garder une direction plus de 6 heures. Le buy the dip marche encore, mais on joue avec des allumettes au-dessus d'un baril d'essence… et tout le monde trouve ça normal. Dans cette vidéo Swiss Bliss, je te raconte tout ça, avec du recul, de la mauvaise foi, des vannes et l'envie de comprendre ce foutoir plutôt que de le subir. Installe-toi, respire… Et bienvenue dans l'économie version 2025: la finance en mode TikTok.
– The importance of temperament – Burry’s big bearish bet – Westpac’s results out… And suffers the innovator’s dilemma? – Rates on hold… for years?See omnystudio.com/listener for privacy information.
Are these signs of a market bubble in the AI sector? JJ breaks down how OpenAI (the maker of ChatGPT) CEO Sam Altman had a very awkward moment in a recent interview, where he became very defensive about OpenAI's current revenue in relation to the company's huge financial commitments. Palantir CEO Alex Karp also had as similar moment in an interview, when asked his opinion about how famed “The Big Short” short seller Michael Burry is shorting Palantir stock (PLTR). Related episodes:Altman's AI BUBBLE WARNING vs Marks' Stock Market Bubble View https://youtu.be/NKw04UIarkkElon to Joe Rogan: Capitalist AI Will Bring Socialist Utopia https://youtu.be/RPWoDnk_q2EAll Elon's Tesla Q3 Earnings Call BS in One Dump https://youtu.be/tVUMRoFbELwReferenced video:Alex Karp on 'Big Short' investor Michael Burry: 'Bats--- crazy' for bets against Palantir, Nvidia | CNBC https://youtu.be/mqa1yEd891oDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
Are these signs of a market bubble in the AI sector? JJ breaks down how OpenAI (the maker of ChatGPT) CEO Sam Altman had a very awkward moment in a recent interview, where he became very defensive about OpenAI's current revenue in relation to the company's huge financial commitments. Palantir CEO Alex Karp also had as similar moment in an interview, when asked his opinion about how famed “The Big Short” short seller Michael Burry is shorting Palantir stock (PLTR). Related episodes:Altman's AI BUBBLE WARNING vs Marks' Stock Market Bubble View https://youtu.be/NKw04UIarkkElon to Joe Rogan: Capitalist AI Will Bring Socialist Utopia https://youtu.be/RPWoDnk_q2EAll Elon's Tesla Q3 Earnings Call BS in One Dump https://youtu.be/tVUMRoFbELwReferenced video:Alex Karp on 'Big Short' investor Michael Burry: 'Bats--- crazy' for bets against Palantir, Nvidia | CNBC https://youtu.be/mqa1yEd891oDisclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.
[00:05:06] – Hospital Murder & Medical TyrannyKnight revisits the case of Grace Schara, a Down-syndrome patient given a DNR order against her family's wishes. He calls it proof the medical system has become a state-run death regime prioritizing control over care. [00:17:09] – The Monster RNA LieKnight cites new data showing spike proteins persisting for years. He brands Trump “one of history's great poisoners” for bankrolling the shots through Operation Warp Speed. [00:42:39] – Orthodox Jews vs. Zionist PowerKnight features an Orthodox rabbi denouncing Zionism as political idolatry, praising Jews who separate faith from nationalism. [01:21:49] – Trump's SNAP Shutdown: Starving for LeverageKnight condemns Trump for using food stamps as political ransom during the shutdown. [01:47:38] – Michael Burry's Billion-Dollar AI ShortKnight analyzes investor Michael Burry's massive short against AI giants. [02:16:23] – AI Revolution: White-Collar Job ExtinctionKnight covers mass layoffs as AI replaces cognitive work. [02:31:15] – The Self-Driving Prison GridKnight warns that Musk's autonomous car agenda is rooted in DARPA's surveillance programs. Calling it the road to total mobility control. [02:40:21] – The Coming Greater Depression & Great ResetKnight predicts Burry's AI crash will trigger the “Next Great Reset,” a global collapse managed through digital rationing, war, and financial reprogramming. [02:55:10] – Trump's $300 Million Epstein BallroomKnight ends by revealing Trump's new ballroom funded by donors tied to government contracts. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
[00:05:06] – Hospital Murder & Medical TyrannyKnight revisits the case of Grace Schara, a Down-syndrome patient given a DNR order against her family's wishes. He calls it proof the medical system has become a state-run death regime prioritizing control over care. [00:17:09] – The Monster RNA LieKnight cites new data showing spike proteins persisting for years. He brands Trump “one of history's great poisoners” for bankrolling the shots through Operation Warp Speed. [00:42:39] – Orthodox Jews vs. Zionist PowerKnight features an Orthodox rabbi denouncing Zionism as political idolatry, praising Jews who separate faith from nationalism. [01:21:49] – Trump's SNAP Shutdown: Starving for LeverageKnight condemns Trump for using food stamps as political ransom during the shutdown. [01:47:38] – Michael Burry's Billion-Dollar AI ShortKnight analyzes investor Michael Burry's massive short against AI giants. [02:16:23] – AI Revolution: White-Collar Job ExtinctionKnight covers mass layoffs as AI replaces cognitive work. [02:31:15] – The Self-Driving Prison GridKnight warns that Musk's autonomous car agenda is rooted in DARPA's surveillance programs. Calling it the road to total mobility control. [02:40:21] – The Coming Greater Depression & Great ResetKnight predicts Burry's AI crash will trigger the “Next Great Reset,” a global collapse managed through digital rationing, war, and financial reprogramming. [02:55:10] – Trump's $300 Million Epstein BallroomKnight ends by revealing Trump's new ballroom funded by donors tied to government contracts. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Nvidia og Palantir setter stadig nye rekorder på Wall Street. Nå satser «Big Short»-legenden Michael Burry milliarder på at festen snart er over. Har han rett denne gangen – eller roper han «ulv» igjen?I ukens episode av Finansredaksjonen, en podkast som lages av DN, snakker vi om de ekstreme verdsettelsene av amerikanske teknologiselskaper – særlig Nvidia og Palantir – og hvordan investoren Michael “Big Short” Burry - som tjente grovt på kollapsen i det amerikanske boligmarkedet under finanskrisen - igjen satser på et markedsfall. Hør episoden her:Palantir - som utvikler programvare som hjelper organisasjoner med å samle og analysere data fra mange forskjellige kilder - har steget over 150 prosent hittil i år og verdsettes til 85 ganger omsetningen – høyest i S&P 500.Nvidia har steget nesten 50 prosent , og er blant de mest verdsatte selskapene globalt.Burry hevder at prisingen er helt løsrevet fra realøkonomiske fundamenter, og at vi befinner oss i en ny type AI-boble. Han advarer på X (Twitter):“Sometimes, the only winning move is not to play.”Amerikanske aksjer prises nå høyere mot salgsinntekter enn noen gang tidligere – også over nivåene fra dot.com-boblen.Flere på Wall Street, inkludert topper hos Goldman Sachs og Morgan Stanley, mener markedet trenger en 10–15 prosent korreksjon. Hosted on Acast. See acast.com/privacy for more information.
Remember - all the tools I use will have Black Friday sales. ADD THEM TO YOUR HOLIDAY WISH LIST. Get your family and friends to gift you these tools for the holidays instead of buying you underwear and sock. Here are the links to all the sales: TRENDSPIDER - HUGE SALE
Nonostante i risultati sopra le aspettative, le azioni di Palantir sono scese. In questo scenario è ricomparso un personaggio noto: Michael Burry, diventato celebre per aver previsto il crollo del mercato immobiliare statunitense nel 2008 e protagonista del film "La grande scommessa", in cui viene impersonato da Christian Bale. Burry ha scommesso contro Nvidia e Palantir stessa. Promozione esclusiva per gli ascoltatori di Black Box: se apri un conto FINECO con il codice FINBLACK hai 6 mesi EXTRA di canone gratuito e 10 ordini gratuiti per investire. Per maggiori info clicca qui. Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a Text Message (please include your email so we can respond!)Episode 75! We talk about melatonin! We highlight MELLOW because it has the best acronym (by Burry et al in CHEST 2025). Then we dive into our mailbag!MELLOW: https://pubmed.ncbi.nlm.nih.gov/39800236/DEMEL: https://pubmed.ncbi.nlm.nih.gov/40608082/Meta-analysis: https://pubmed.ncbi.nlm.nih.gov/40662882/If you enjoy the show be sure to like and subscribe, leave that 5 star review! Be sure to follow us on the social @icucast for the associated figures, comments, and other content not available in the audio format! Email us at icuedandtoddcast@gmail.com with any questions or suggestions! Thank you Mike Gannon for the intro and exit music!
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.What does Michael Burry really see in today's market? In this video, we break down his boldest portfolio moves in years, what he sold, what he bought, and what it all means for traders right now. This isn't just about following a famous name. It's about understanding the psychology, the timing, and the signals that drive conviction trades when the rest of the market is uncertain.While most investors are still stuck playing defense, Burry has gone on offense. After clearing out a dozen major positions in Q1—including giants like Alibaba, Baidu, and JD.com—he came back in Q2 with a shockingly tight portfolio. Just five names now make up nearly his entire book, and each one reveals a lot about how he's positioning for the next phase of the market.Here's what you'll learn in this video:➡️ Why Burry dumped Chinese tech, healthcare, and consumer brands in Q1➡️ The concentrated list of five stocks he loaded up on in Q2➡️ Why Lululemon, down 50% from highs, could be a contrarian play➡️ Bruker and Regeneron as health-care names with unique setups➡️ MercadoLibre's explosive growth and why it's Latin America's Amazon➡️ UnitedHealth as the classic Burry pick—cash-rich, stable, temporarily beaten down➡️ How OVTLYR's trend template and fear & greed models expose the difference between “crashing up” and “crashing down” stocks➡️ Why price action and moving averages beat so-called fair value every timeWe also dive into OVTLYR 4.0 and how new breadth models and sector heatmaps are delivering results up to 6X stronger than before. With upgrades like 10/20/50 EMA filters, sector vs. SPY strength comparisons, and real-time fear & greed scoring, traders now have a sharper edge to catch moves while avoiding traps.The big takeaway: don't confuse headlines with signals. Michael Burry, Warren Buffett, or anyone else trades on their own time frames, and blindly copying them rarely works. The key is building your own plan, sticking to your own risk rules, and treating your account like a fund manager would. That means respecting the trend, avoiding “hope” trades, and waiting for setups that align with your rules.Whether it's yoga pants at Lululemon, biotech instruments from Bruker, or e-commerce dominance from MercadoLibre, the lesson is the same: price trends and math-backed signals matter far more than hype or ratios. If you're serious about trading with clarity, OVTLYR gives you the framework to save time, cut risk, and take higher-probability trades.Trading isn't about chasing every move. It's about knowing when to sit out, when to press in, and when to let the market prove itself before you commit. Watch this breakdown to see how Burry's moves stack up against the data, and how you can use the same disciplined approach to sharpen your own edge.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today
En este episodio analizamos los movimientos más recientes de grandes gestores de inversión como Warren Buffett, David Tepper, Bill Ackman, Michael Burry y Steve Eisman. Desde nuevas apuestas en Amazon, Intel y UnitedHealth, hasta reducciones en Apple, Bank of America y empresas chinas, repasamos qué hay detrás de sus decisiones y cómo podrían impactar al mercado.Además, comentamos cómo se están comportando los mercados en medio de la volatilidad: el S&P 500 sigue mostrando resiliencia a pesar de la toma de ganancias en tecnológicas, el Nasdaq enfrenta presión tras la corrección de Nvidia y Apple, mientras que el Dow Jones se mantiene más estable con apoyo de sectores defensivos e industriales.Un episodio ideal para entender hacia dónde se mueven los grandes capitales y qué señales nos deja Wall Street en este momento.
Dr. Harish Kinni, a triple-board-certified emergency medicine and critical care physician and assistant professor at the Mayo Clinic, provides an overview of the fundamentals of ventilator care for emergency department professionals. We will review key modes that we should know, the variables to set, how to adjust them for your patient's needs, and provide troubleshooting tips and tricks for when things suddenly go awry. This is sure to be one of the most helpful chapters of Always on EM, but don't let it take your breath away! CONTACTS X - @AlwaysOnEM; @VenkBellamkonda YouTube - @AlwaysOnEM; @VenkBellamkonda Instagram – @AlwaysOnEM; @Venk_like_vancomycin; @ASFinch Email - AlwaysOnEM@gmail.com REFERENCES & LINKS Swart P, Nijbroek SGLH, Paulus F, Neto AS, Schultz MJ. Sex Differences in Use of Low Tidal Volume Ventilation in COVID-19-Insights From the PRoVENT-COVID Study. Front Med (Lausanne). 2022 Jan 3;8:780005. doi: 10.3389/fmed.2021.780005. PMID: 35300177; PMCID: PMC8923734. McNicholas BA, Madotto F, Pham T, Rezoagli E, Masterson CH, Horie S, Bellani G, Brochard L, Laffey JG; LUNG SAFE Investigators and the ESICM Trials Group. Demographics, management and outcome of females and males with acute respiratory distress syndrome in the LUNG SAFE prospective cohort study. Eur Respir J. 2019 Oct 17;54(4):1900609. doi: 10.1183/13993003.00609-2019. PMID: 31346004. Swart P, Deliberato RO, Johnson AEW, Pollard TJ, Bulgarelli L, Pelosi P, de Abreu MG, Schultz MJ, Neto AS. Impact of sex on use of low tidal volume ventilation in invasively ventilated ICU patients-A mediation analysis using two observational cohorts. PLoS One. 2021 Jul 14;16(7):e0253933. doi: 10.1371/journal.pone.0253933. PMID: 34260619; PMCID: PMC8279424. Evans, Laura1; Rhodes, Andrew2; Alhazzani, Waleed3; Antonelli, Massimo4; Coopersmith, Craig M.5; French, Craig6; Machado, Flávia R.7; Mcintyre, Lauralyn8; Ostermann, Marlies9; Prescott, Hallie C.10; Schorr, Christa11; Simpson, Steven12; Wiersinga, W. Joost13; Alshamsi, Fayez14; Angus, Derek C.15; Arabi, Yaseen16; Azevedo, Luciano17; Beale, Richard18; Beilman, Gregory19; Belley-Cote, Emilie20; Burry, Lisa21; Cecconi, Maurizio22; Centofanti, John23; Coz Yataco, Angel24; De Waele, Jan25; Dellinger, R. Phillip26; Doi, Kent27; Du, Bin28; Estenssoro, Elisa29; Ferrer, Ricard30; Gomersall, Charles31; Hodgson, Carol32; Hylander Møller, Morten33; Iwashyna, Theodore34; Jacob, Shevin35; Kleinpell, Ruth36; Klompas, Michael37; Koh, Younsuck38; Kumar, Anand39; Kwizera, Arthur40; Lobo, Suzana41; Masur, Henry42; McGloughlin, Steven43; Mehta, Sangeeta44; Mehta, Yatin45; Mer, Mervyn46; Nunnally, Mark47; Oczkowski, Simon48; Osborn, Tiffany49; Papathanassoglou, Elizabeth50; Perner, Anders51; Puskarich, Michael52; Roberts, Jason53; Schweickert, William54; Seckel, Maureen55; Sevransky, Jonathan56; Sprung, Charles L.57; Welte, Tobias58; Zimmerman, Janice59; Levy, Mitchell60. Surviving Sepsis Campaign: International Guidelines for Management of Sepsis and Septic Shock 2021. Critical Care Medicine 49(11):p e1063-e1143, November 2021. | DOI: 10.1097/CCM.0000000000005337 Fan E, Del Sorbo L, Goligher EC, Hodgson CL, Munshi L, Walkey AJ, Adhikari NKJ, Amato MBP, Branson R, Brower RG, Ferguson ND, Gajic O, Gattinoni L, Hess D, Mancebo J, Meade MO, McAuley DF, Pesenti A, Ranieri VM, Rubenfeld GD, Rubin E, Seckel M, Slutsky AS, Talmor D, Thompson BT, Wunsch H, Uleryk E, Brozek J, Brochard LJ; American Thoracic Society, European Society of Intensive Care Medicine, and Society of Critical Care Medicine. An Official American Thoracic Society/European Society of Intensive Care Medicine/Society of Critical Care Medicine Clinical Practice Guideline: Mechanical Ventilation in Adult Patients with Acute Respiratory Distress Syndrome. Am J Respir Crit Care Med. 2017 May 1;195(9):1253-1263. doi: 10.1164/rccm.201703-0548ST. Erratum in: Am J Respir Crit Care Med. 2017 Jun 1;195(11):1540. doi: 10.1164/rccm.19511erratum. PMID: 28459336. Alhazzani W, Møller MH, Arabi YM, Loeb M, Gong MN, Fan E, Oczkowski S, Levy MM, Derde L, Dzierba A, Du B, Aboodi M, Wunsch H, Cecconi M, Koh Y, Chertow DS, Maitland K, Alshamsi F, Belley-Cote E, Greco M, Laundy M, Morgan JS, Kesecioglu J, McGeer A, Mermel L, Mammen MJ, Alexander PE, Arrington A, Centofanti JE, Citerio G, Baw B, Memish ZA, Hammond N, Hayden FG, Evans L, Rhodes A. Surviving Sepsis Campaign: Guidelines on the Management of Critically Ill Adults with Coronavirus Disease 2019 (COVID-19). Crit Care Med. 2020 Jun;48(6):e440-e469. doi: 10.1097/CCM.0000000000004363. PMID: 32224769; PMCID: PMC7176264. Wang W, Scharfstein D, Wang C, Daniels C, Needham D, Brower R, NHLBI ARDS Clinical Network. Estimating the Causal Effect of Low Tidal Volume Ventilation on Survival in Patients with Acute Lung Injury. J R Stat Soc Ser C Appl Stat. 2011. PMC: PMC3197806 Brower RG, Thompson BT, NIH/NHLBI/ARDSNetwork. Tidal volumes in acute respiratory distress syndrome--one size does not fit all. Crit Care Med. 2006. Hager DN, Krishman JA, Hayden D, Brower RG, ARDSNet NIH / NHLBI. Tidal Volume Reduction in Patients with acute Lung Injury When Plateau Pressures Are Not High. Am J Resp Crit Care Med. 2005. Rubenfeld GD, Cooper C, Carter G, Thompson BT, Hudson LD. Barriers to providing lung protective ventilation to patients with acute lung injury. Crit Care Med. 2004. Chatburn RL, El-Khatib M, Mireles-Cabodevila E. A taxonomy for mechanical ventilation: 10 fundamental maxims. Respir Care. 2014 Nov;59(11):1747-63. doi: 10.4187/respcare.03057. Epub 2014 Aug 12. PMID: 25118309. Guo L, Wang W, Zhao N, Guo L, Chi C, Hou W, Wu A, Tong H, Wang Y, Wang C, Li E. Mechanical ventilation strategies for intensive care unit patients without acute lung injury or acute respiratory distress syndrome: a systematic review and network meta-analysis. Crit Care. 2016 Jul 22;20(1):226. doi: 10.1186/s13054-016-1396-0. PMID: 27448995; PMCID: PMC4957383. Rice TW, Wheeler AP, Bernard GR, Hayden DL, Schoenfeld DA, Ware LB, NIH NHLBI ARDS Network. Comparison of the Sp02/FI02 Ratio and the PaO 2/FI02 in Patients with Acute Lung Injury or ARDS. Chest. 2007. Zhang G, Burla MJ, Caesar BB, Falank CR, Kyros P, Zucco VC, Strumilowska A, Cullinane DC, Sheppard FR. Emergency Department SpO2/FiO2 Ratios Correlate with Mechanical Ventilation and Intensive Care Unit Requirements in COVID-19 Patients. West J Emerg Med. 2024 May;25(3):325-331. doi: 10.5811/westjem.17975. PMID: 38801037; PMCID: PMC11112664. WANT TO WORK AT MAYO? EM Physicians: https://jobs.mayoclinic.org/emergencymedicine EM NP PAs: https://jobs.mayoclinic.org/em-nppa-jobs Nursing/Techs/PAC: https://jobs.mayoclinic.org/Nursing-Emergency-Medicine EMTs/Paramedics: https://jobs.mayoclinic.org/ambulanceservice All groups above combined into one link: https://jobs.mayoclinic.org/EM-Jobs
ARK Innovation ETF (ARKK) founder Cathie Wood sells ARK's Circle holdings while buying Coinbase (COIN) and Robinhood (HOOD).~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON00:00 Intro00:18 Sponsor: Coinbase00:52 Robinhood stock flying higher01:55 Robinhood vs Charles Schwab02:30 Schwab marketcap02:50 Cathie = Top Super Investor of 202503:50 Michael Burry might be lower now 04:20 Cathie dumping tesla04:30 Cathie dumping circle04:45 Cathie buying robinhood05:05 Cathie buying coinbase05:20 Cathie addicted to Shopify05:43 Dumping square06:10 Robinhood event06:24 Robinhood ethereum (Arbitrum)06:58 CNBC: The Next Top 25 Nasdaq Index07:51 The Next Tech Order09:00 Senate Apple Death Bill09:23 ETH at Apple's marketcap09:50 Draft Kings vs Polymarket10:45 Cathie unloaded Draft Kings years in advance11:05 Polymarket Growth11:38 Genius Act incoming12:20 PBS: Boomer vs Boomer stablecoin debate15:45 Outro#bitcoin #Ethereum #crypto~Cathie Wood Major Repositions!
Michael Burry is famous for shorting the US housing market before the 2008 Global Financial Crisis. So when he sold all of the positions in his portfolio bar one - it caught our attention.Tune in to hear which one stock Burry is happy to keep in his portfolio as he sells everything else.That's not all we unpack in another big episode of Equity Mates:Over the past 20 years, has anything beaten Aussie property?Unhelpful Desk returns as we answer your questionsNvidia's latest earnings—------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Will You Haunt Me, With That Same Patience? Metelcore juggernaut, mental health worker and recently transformed gym beefcake, Dani Winter-Bates, is our guest on Episode 338 of Sappenin' Podcast! The Bury Tomorrow vocalist returns for his own solo takeover, to celebrate their new album, his promotion within the NHS and juggling the importance of life, for the last two decades. In this conversation, Dani reflects on the bands fresh sense of hype since changing line up, BT 2.0 mantras vs early fights, embarrassing MySpace selfies, touring strip bars, evolving as humans, meaningful lyric tactics, earning his scene status, obscure fan comments, well-being guidance, never taking time off, day-to-day tour mayhem, a new circus idea, ignoring frontman stereotypes and more! Turn it up and join Sean and Morgan to find out Sappenin' this week!Follow us on Social Media:Twitter: @sappeninpodInstagram: @sappeninpodSpecial thank you to our Sappenin' Podcast Patreons:Join the Sappenin' Podcast Community: Patreon.com/Sappenin.Kylie Wheeler, Janelle Caston, Paul Hirschfield, Tony Michael, Scarlet Charlton, Dilly Grimwood, Mitch Perry, Nathan Crawshaw, Molly Molloy, James Bowerbank, Amee Louise, Kat Bessant, Kieran Lewis, Alexandra Pemblington, Jonathan Gutierrez, Jenni Robinson, Stuart McNaught, Jenni Munster, Louis Cook, Carl Pendlebury, James Mcnaught, Martina McManus, Jason Heredia, John&Emma, Danny Eaton, RahRah James, Sian Foynes, Evan, Ollie Amesbury, Dan Peregreen, Emily Perry, Kalila Keane, Adam Parslow, Josh Crisp, Vicki Henshaw, Laura Russell, Fraser Cummings, Sophie Ansell, Kyle Smith, Connor Lewins, Billy Hunter, Harry Radford, George Evans, Em Evans Roberts, Thomas O'Neill, Sinead O'Halloran, Kael Braham, Jade Austin, Charlie Wood, Aurora Winchester, Jordan Harris, James Page, Georgie Hopkinson, Helen Anyetta, John Wilson, Lisa Sullivan, Ayla Emo, Kelly Young, Jennifer Dean, Tj Ambler-Shattock, Chaz Howkins, Michael Snowden, Justine Baddeley, David Winchurch, Jim Farrell, Scott Evans, Andrew Simpson, Shaun Croucher, Lewis Sluman, Ellie Gowers, Luke Wardle, Grazyna McGroarty, Nathan Matheson, Matt Roberts, Joshua Lewis, Erin Howard,, Chris Harris, Lucy Neill, Amy Thomas, Jessie Hellier, Stevie Burke, Robert Pike, Anthony Matthews, Samantha Neville, Sarah Maher, Owen Davies, Bethan Downing, Jessica Tiernan, Danielle Oldershaw, Samantha Bowen, Ruby Price, Jule Ferl, Alice Wood, Billy Parmiter, Emma Musgrave, Rhian Friggens, Hannah Kenyon, Patrick Floyd, Hayley Taylor, Loz Sanchez, Cerys Andrews, Dan Johnson, Eva B, Emma Barber, Helen Macbeth, Melissa Mercury, Joshua Ryan, Cate Stevenson, Emily Moorhouse, Jacob Turner, Madeleine Inez, Robert Byrne, Christopher Goldring, Chris Lincoln, Beth Gayler, Lesley Dargie-Walker, Sabina Grosch, Tom Hylands, Andrew Keech, Kerry Beckett, Leanne Gerrard, Ieuan Wheeler, Hannah Rachael, Gemma Graham, Andy Wastell, Jay Smith, Nuala Clark, Liam Connolly, Lavender Martin, Lloyd Pinder, Ghostly Grimoire, Amy Hogg.Diolch and Thank You x Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.
To get live links to the music we play and resources we offer, visit www.WOSPodcast.comThis show includes the following songs:Crista Phoenix - Jwsu (Just Wanna Satisfy You) FOLLOW ON SPOTIFYEmily Myers - Behind Closed Doors FOLLOW ON SPOTIFYAlexa Kate - I Want It FOLLOW ON SPOTIFYKierra Noelle - Identity FOLLOW ON SPOTIFYAUBRIANA - 14 FOLLOW ON SPOTIFYSarah Morgan - Black Velvet FOLLOW ON SPOTIFYEsther Forseth - Green Screen FOLLOW ON SPOTIFYAria Sai - Time Machine (Last Good Day) FOLLOW ON SPOTIFYGina French - Dream it all up again FOLLOW ON SPOTIFYOnce Great Estate - Everyone Else FOLLOW ON SPOTIFYRaddish - Chipped Tooth Daisy FOLLOW ON SPOTIFYDenise Dimin - Home To You FOLLOW ON BRAODJAMBurry - Pillow Princess FOLLOW ON SPOTIFYPony Talk - I Think That You're Bad FOLLOW ON SPOTIFYElizabeth Bowersox - Good Night FOLLOW ON SPOTIFYFor Music Biz Resources Visit www.FEMusician.com and www.ProfitableMusician.comVisit our Sponsor Profitable Musician Newsletter at profitablemusician.com/joinVisit our Sponsor Joan & John Kane at songwritergenies.comVisit our Sponsor Mandi Macias at http://www.mandimacias.com/Visit www.wosradio.com for more details and to submit music to our review board for consideration.Visit our resources for Indie Artists: https://www.wosradio.com/resources
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