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Dr. Beckett and Rich Klein discuss Topps' “75 Greatest Cards” list finalized over a Zoom call with industry and hobby voices (including Nat Turner, writer Tim Kurkjian, collector Evan Longoria, historian John Thorn, Fanatics CEO Mike Mahan, and others). Josh Hall writes in criticizing the list for recognizing Barry Bonds and for placing Paul Skenes' card between legends like Jackie Robinson and Nolan Ryan in the top ten. Beckett explains why modern players must be represented, and they compare the process to Mike Payne's 1997 “300 Greatest Baseball Cards” book, and argues Skenes merits inclusion due to hobby relevance and sales, while noting career outcomes are uncertain. They cover how the top 10 was balloted and tabulated, Beckett's push for more Ohtani and Judge, and the importance of redemption “hits” that won't disappoint collectors. They debate including the Aurelio Rodriguez Bat Boy error card, Rich shares an anecdote about a 2006 Topps Heritage wrong-photo card signed “that's not me,” and critiques design choices that make names/numbers hard to read. The conversation also touches on buybacks, the hobby's shift toward hits over rediscovered commons, and how grading/pop reports influence list perception (including his view that a Topps Griffey “rookie” shouldn't outrank the iconic 1989 Upper Deck). Beckett addresses the tension between player popularity and performance, defends Bonds as having broken rules rather than committing “crimes against humanity,” and says he didn't rank Bonds in his own top 10, while noting Nolan Ryan's popularity despite a less-stellar win–loss record. They praise Topps/Fanatics' marketing savvy and both credit friend and longtime Topps' Clay Luraschi as a key behind-the-scenes contributor to the broader list that was narrowed down. 01:57 Why Modern Stars Belong 02:41 Inside the Voting and Making Redemption Cards Exciting 06:55 Buybacks vs. “Hits” in the Modern Hobby 07:41 Nat Turner/Grading/Pop Reports Shaping the Rankings 10:42 Barry Bonds Debate: Popularity vs Performance
This week, BP set a trend among supermajors as it hit the breaks on buybacks as International Energy Week kicked off in London and the UK government announced the winners of the non-offshore wind winners of Allocation Round 7. To run us through the headlines, Energy Voice's Ryan Duff, Mat Perry, and Erikka Askeland are joined by E-FWD editor Ed Reed. First off, Erikka discusses BP's world leading reserves and its move to step away from share buyback schemes while its fellow UK supermajor doubled down. As BP announced its full year results, University of Strathclyde's Centre for Energy Policy released a report on EnQuest's Sullom Voe Terminal and the impact an extension to BP's Clair field would have on jobs and the wider Shetland economy. Next up, Ed regales us with tales from International Energy Week, first touching on Shell CEO Wael Sawan's comments on the state of European energy policy as the continent finds itself the piggy in the middle between America's liquids production and China's electricity generation. Suffice to say, there is plenty to talk about from the event in London this week. Finally, Mat recounts the winners of the non-offshore wind winners from Allocation Round 7, also known as AR7a. His points to success, particularly in solar, as our journalists mull over the opportunities of tidal energy.
In deze nieuwe editie van Expert Talk bespreekt Nico Inberg met holding expert Joren Van Aken de stand van zaken omtrent de West-Europese beursgenoteerde holdings. Joren komt elke drie maanden langs om inzichten op zowel marktontwikkelingen als specifieke aandelen te geven.Onder andere bedrijven als Exor, D'Ieteren, Sofina, Peugeot Investments, GBL & HAL Investments komen voorbij.Tijdslijn:00:00 - 16:25 NAV groei & korting16:25 - 29:20 Buybacks & Dilutie29:20 - 35:30 Top Picks 202635:30 - 35:31 D'Ieteren35:31 - 38:00 Exor38:00 - 40:25 Brederode40:25 - 42:20 Sofina42:20 - 46:10 GBL46:10 - 47:25 Peugeot Invest47:25 HAL Investments
Warren Pies, founder of 3Fourteen Research, lays out his thesis for a "Goldilocks" first half of 2026, characterized by growth inflecting higher alongside continued disinflation — a very equity-positive environment. However, Warren identifies four key risks testing the market's delicate balance: vanishing MAG7 buybacks due to AI capex, software's existential disruption, Kevin Warsh's Fed nomination (which he calls "the worst pick for investors"), and precious metals volatility. Despite these headwinds, Warren argues the most bearish narratives are overdone. He notes that software has moved from overvalued to fairly valued, that post-GFC markets have returned double digits in every year with buyback contractions, and that extreme return dispersion near all-time highs historically resolves in six-month rallies. His core investment thesis: "When disruption is the risk, own that which cannot be disrupted" — rotate from bonds into commodities as the ideal portfolio hedge. Warren maintains his equity overweight, expects the bull case to remain intact through H1, and sees the recent rotation as healthy rather than ominous.Links: https://www.3fourteenresearch.com/https://x.com/WarrenPiesTimestamps: 0:00 Intro and welcome back Warren Pies 1:16 Macro picture: The secular debasement regime 3:30 Goldilocks for H1 2026 — growth up, inflation down 5:38 Four risks to the delicate balance 12:34 Is the market healthier than people think? The rotation argument16:38 Software went from overvalued to fairly valued 17:26 Markets at record highs 18:30 Extreme dispersion under the surface 22:18 Sentiment: More pessimistic than you'd expect near ATHs30:11 The four risks: Buybacks, software, Warsh, and precious metals30:52 Commodities thesis: When disruption is the risk, own that which cannot be disrupted 37:38 Kevin Warsh and the Fed 45:22 10-year 49:53 The economy53:33 Where to find Warren and parting thoughts
This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto's bloodbath, the next moves from the Fed and bond market. We also dig into credit risk, factor rotations, the Epstein list, and why gold is sending a louder signal than Bitcoin. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/1RPRDTwLzPJR9ggBsFnZ7jGUYUJUl-idb/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 02:16 De-Leveraging and Market Stress 05:20 AI CapEx vs Buybacks and Mag7 14:04 Crypto Bloodbath and Risk Assets 18:47 Ads (Grayscale) 21:42 Credit Risk, Factors, and Fed Path 32:52 Epstein Fallout 35:47 Ads (Grayscale, Coinbase) 37:19 Market Structure, Bond Market 46:18 Private Equity and AI CapEx 59:27 Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance
Gm! In this episode Danny, Dan and Ian discuss recent market volatility across crypto and commodities, onchain performance during stress events, chain fee dynamics, AI agents interacting with crypto rails, and Pump.fun's revenue, buybacks, and long-term value capture debate. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Kairos Research: https://x.com/Kairos_Res Follow Ian: https://x.com/Ian_Unsworth Follow Dan Smith: https://x.com/smyyguy Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:30) Market Stress and Onchain Performance (19:54) AI Agents and Crypto Rails (34:34) Pump.fun: Revenue, Buybacks, and Memecoin Markets (42:58) Solana and the Value Capture Debate (1:05:04) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
TNR Gold Corp (TSX-V:TNR, OTC:TRRXF) executive chairman Kirill Klip talked with Proactive's Stephen Gunnion about the company's strong start to 2026, highlighting the next key milestones after a 240% share price increase in 2025. Klip outlined how TNR Gold plans to minimize dilution, pursue share buybacks, and potentially introduce a dividend policy subject to regulatory approval. A major catalyst this year is the anticipated first royalty payment from Ganfeng Lithium tied to the Mariana Lithium project in Argentina. “Our general strategy will be to minimize dilution to absolute minimum... and to increase the returns for all our shareholders,” said Klip. He also noted a 60% increase in lithium resources at Mariana, with production scaling up and Ganfeng preparing an application for Argentina's large investment incentive program. On the copper front, Klip discussed the Los Azules project, now bolstered by copper prices surpassing $13,000 per tonne. He said royalties from this project could reach $8 million annually, while lithium royalties may climb to $1.6 million based on new estimates. Regarding gold, Klip discussed the Shotgun Gold project in Alaska, where TNR is seeking a strategic partner. He revealed plans for a potential spin-out named AmeriGold, in which existing shareholders would receive shares. Visit Proactive's YouTube channel for more interviews and updates. Don't forget to like this video, subscribe to the channel, and turn on notifications for future content.#TNRGold #KirillKlip #LithiumStocks #CopperMining #GoldExploration #MarianaLithium #LosAzules #ShotgunGold #GanfengLithium #MiningInvesting #ArgentinaMining #AlaskaGold #RoyaltyIncome #JuniorMining #StockMarketNews
In this episode we are joined by TN to discuss Pendle's transition from vePENDLE to sPENDLE, changes to emissions and buyback mechanics and evolving LP incentives. We also explore Boros, user adoption, V2 market design and Pendle's near- and long-term roadmap. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Pendle: https://x.com/pendle_fi Follow TN: https://x.com/tn_pendle?lang=en Follow Luke: https://x.com/0xMether Follow Boccaccio: https://x.com/salveboccaccio -- A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free. Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (0:45) sPENDLE: Incentives and Buybacks (12:29) Boros: Fixed Rates, Perps, and Volatility (25:41) Pendle V2: Emissions and Market Efficiency (41:02) What's Next for Pendle and Boros (43:31) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode we are joined by Charlie from Felix to discuss the evolution of trading platforms. We focus on market structure incentives, liquidity and user experience challenges, competition among protocols, and how revenue models and product strategy shape long-term direction. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Felix: https://x.com/felixprotocol Follow Charlie: https://x.com/0xBroze Follow Shaundadevens: https://x.com/shaundadevens Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free. Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (0:50) Spot Liquidity and UX Issues (17:21) Felix Tokenized Stocks (20:10) HIP-3 Competition (29:37) BLP Overview (36:03) Building on Top of BLP (40:26) Consumer Apps vs Power Users (43:02) Uniswap Ad (43:47) Hyperliquid's Path Forward (53:12) Revenue and Buybacks (1:01:22) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
In Episode 405, Ken and Dave discuss the mess in Minnesota, a real reduction in Georgia's state income tax, 2026 legislative priorities, the Secret Service investigating Marjorie Taylor Greene, Trump's war on capitalism, and buying Greenland. Georgia Political Landscape Stacey Abrams Will Not Run for Governor Again Stacey Abrams announced she will not run for a third term as governor. The hosts said her decision is already fueling speculation about who she may support in future statewide races, with Jason Esteves and Keisha Lance Bottoms discussed as potential beneficiaries of her backing. The hosts described Abrams as politically "toxic" after two losses to Governor Brian Kemp. Senate and State Races: Ossoff Outlook The hosts predicted Senator Jon Ossoff will win reelection in November, citing what they described as a lack of strong Republican challengers. They mentioned Mike Collins and Derek Dooley as possible GOP names to watch. Georgia General Assembly Back for 40-Day Session The Georgia General Assembly is back for its constitutionally limited 40-day legislative session. The hosts suggested lawmakers may aim to finish early (potentially by mid-March) so legislators can shift into campaign mode ahead of the May primary. Tax Reform Proposals and Property Tax Debate A Senate committee proposal discussed by the hosts would eliminate state income tax on the first $50,000 for individuals and $100,000 for joint filers by 2027. House Speaker Jon Burns' priorities were described as improving literacy, strengthening the medical workforce, and reducing property tax burdens. The hosts debated whether Georgia can realistically reduce both income and property taxes at the same time. One idea raised by Pullin was freezing property assessments at the time of purchase. National Policy and Trump's "War on Capitalism" Institutional Housing Ban Proposal Trump proposed barring large institutional investors from buying single-family homes. The hosts agreed institutional ownership can be a problem in places like Atlanta, but argued the President lacks the constitutional authority for such a ban. They also warned a sudden forced divestment could destabilize the housing market. Defense Industry Restrictions: Dividends, Buybacks, and Executive Pay Trump also suggested banning defense contractors from issuing dividends or conducting stock buybacks until production speeds improve, and proposed capping executive pay at $5 million. The hosts viewed these ideas as federal overreach into private company operations. Renewed Discussion of Buying Greenland The hosts also discussed renewed conversation about the U.S. purchasing Greenland from Denmark for strategic military reasons. They said Marco Rubio is reportedly planning to discuss the issue with Danish officials. Law Enforcement and Legal Issues ICE Shooting in Minneapolis Renee Nicole Good was shot and killed by ICE agents after she allegedly drove her vehicle toward an agent while agents were attempting to detain her for obstructing their operations. The hosts debated whether deadly force was necessary and argued agents should avoid standing in front of moving vehicles to reduce the risk of escalations. Marjorie Taylor Greene (MTG) and Leak Allegations The hosts said Trump reportedly sent the Secret Service to investigate whether Rep. Marjorie Taylor Greene leaked his dinner location to protesters. Greene denied the claim, but the hosts argued she is effectively "done" in politics following her resignation. Theodore Hamby Expected to Plead Guilty The suspended official Theodore Hamby is expected to enter a guilty plea this week. The hosts also remarked that his resignation letter appeared to be written with AI tools. "The Mule" of the Week The "Mule" title went to a former Hampton Inn in Lake View, Minnesota. According to the hosts, a franchisee or employee refused to house ICE agents despite Hilton having a government contract. Hilton reportedly pulled the location's accreditation, and the Hampton Inn signage was removed within 48 hours.
Token buybacks are about to change everything in 2026.In this episode, we sit down with Jordi Alexander of Selini Capital to explore the token buyback playbook that actually works. Jordi breaks down systematic vs strategic buyback approaches, the 2026 market outlook, real businesses going onchain in the tokenization wave, and which revenue-generating apps are undervalued right now.We discuss:-Why Token Buybacks Actually Work (Despite What Critics Say)-The Death of Altcoins vs. The Rise of Revenue Tokens-Systematic vs. Strategic Buyback Approaches-2026 Market Outlook: Q2 Liquidity Surge Coming-Real Businesses Going Onchain: The Tokenization Wave--Which Revenue-Generating Apps Are Undervalued Right Now-Canton, Layer Zero & The Neo-Finance MetaTimestamps:00:00 Intro00:54 2025 Performance Recap02:56 Token-Equity Dilemma07:24 Why Every Chart Goes Down09:42 The Buyback Debate12:17 Systematic Buyback Strategy14:29 Jupiter & Hyperliquid Cases18:29 Valuation Framework: Revenue vs. Speculation21:31 2026 Bullish Sectors23:35 Hibachi Ad, Kalshi Ad, YEET Ad24:04 Global Brand Tokenization Thesis27:36 On-Chain IPO Era29:20 DATs Post-Mortem34:00 Neo Finance & RWA Plays38:12 Trezor Ad, Halliday Ad, infiniFi Ad30:55 2026 Game Theory & Positioning44:14 Revenue Token Basket45:15 Canton Thesis49:03 Chainlink Discussion50:37 Rapid Fire: Bitcoin $150K?51:03 Best Quarter Prediction51:45 Health Maxing JourneyWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl
Nichts produziert so viele Tellerwäscher‑zum‑Millionär‑Geschichten wie Krypto. Jüngstes Beispiel ist ein bis dato unbekannter Trader, der mit dem Solana‑Memecoin WhiteWhale aus einem 400 US‑Dollar‑Investment fast 1 Mio. US‑Dollar gemacht hat. In dieser Folge von Alles Coin, Nichts Muss besprechen Julius Nagel und Florian Adomeit nicht nur alle Hintergründe zum vielleicht spektakulärsten Trade des Jahres, sondern auch, ob das ein Comeback des Memecoin‑Hypes einläuten könnte. Apropos Meme. Dazu avancierten auch Bilder von Maduro, nachdem die USA den venezolanischen Präsidenten in Nike‑Jogger entführt haben. Aus Perspektive eines Krypto‑Podcasts allerdings viel spannender: Venezuela verfügt nicht nur über massive Öl‑Reserven, sondern wohl auch über Bitcoin‑Bestände in Höhe von rund 60 Mrd. US‑Dollar – eine sogenannte Schattenreserve, über die seit Kurzem heiß spekuliert wird. Was dran an dem Gerücht ist und wie wahrscheinlich es ist, dass Trump das als Startkapitel für seine strategische Bitcoin‑Reserve nimmt, hört ihr ebenfalls im Podcast. Abseits davon diskutieren Julius und Flo über die Sinnhaftigkeit von Token‑Buybacks, welche Schuld MSCI am Oktober‑Crash trägt und eine Datenpanne bei Ledger. Last but not least gibt's natürlich eine druckfrische Ausgabe des Polymarket‑Wochenblattes. Diesmal im Programm: Lighter‑Airdrop, umgekehrte Psychologie beim Insider‑Wallet‑Tracking und die moralische Fragwürdigkeit des Wettens auf den Krieg.
Fortuna Mining Reports Additional Share Buybacks Fortuna Mining just reported another round of share buybacks as they continue to tighten their capital structure. To find out more click to watch this brief recap now! - To find out more about the latest news in Fortuna Mining, go to: https://fortunamining.com/news/fortuna-reports-progress-on-its-share-buyback-program-2/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Fortuna Mining, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-silver-mines/Subscribe to Arcadia Economics on Soundwise
Die Krypto Show - Blockchain, Bitcoin und Kryptowährungen klar und einfach erklärt
Daily Snippet vom 09.01.2026 Warum springen Aktien wie Lockheed Martin (+7 %) und Boeing (+4 %) an, obwohl Trump Dividenden und Buybacks verboten hat? Ganz einfach: Der Markt preist die Zukunft ein, nicht den Scheck von heute. Die 1.500 Milliarden Dollar frisches Budget sind der Treibstoff für die nächsten Jahre. In meinem neuen Blogpost analysiere ich, warum Kratos und Co. jetzt erst richtig spannend werden. Jetzt die Analyse anhören: —— Hier geht es zum Blog: https://www.julianhosp.com/de/blog/daily-snippet-09-01-2026 —— Folge mir für ehrliche Finanz-Einblicke! Montag bis Freitag: Dein persönliches Finanz-Audio. Kompakt, klar und mit den wichtigsten Marktinfos für deinen Vorsprung:
Gm! We're back with Lucas from Jito to break down the new IBRL dashboard on Solana validator behavior. We also dive into token buybacks versus growth, governance design, and more. Enjoy! -- Follow Lightspeed: https://twitter.com/Lightspeedpodhq Follow Jito Labs: https://x.com/jito_labs Follow Lucas Bruder: https://x.com/buffalu__?lang=en Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:21) IBRL Dashboard (9:58) Submitting Transactions (17:51) Social Shaming Validators (20:46) Sablier Ad (21:14) Limitations of Cutting Swap Times (28:17) Refining the IBRL Dashboard (32:05) Sablier Ad (32:34) Do Buybacks Actually Work? (41:14) Could Jito Adopt Futarchy Based Governance? (47:00) The Equity and Token Relationship (49:18) Price Discovery and Market Structure (55:23) Centralized Exchanges in 2026 (58:11) 2026 Predictions (1:01:25) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Today's Q&A Wednesday is driven entirely by live YouTube chat questions, covering the market topics investors are most focused on right now. Lance Roberts & Danny Ratliff address real-time concerns around market volatility, Federal Reserve policy, interest rates, inflation, portfolio risk, asset allocation, and year-end positioning—without hype or speculation. This interactive session is designed to help investors better understand what matters, what doesn't, and how markets typically behave during periods of uncertainty. Rather than making predictions, we focus on context, probabilities, and risk management—answering your questions as they come in live. If you have a market question, join the conversation in the chat. If you're watching the replay, timestamps and chapter markers are included for easy navigation. 0:00 - INTRO 0:19 - Economic Data Disappoints 5:50 - Markets Re-Test 50-DMA 11:26 - Reindeer & Dwarfs 13:54 - Volatility Commentary 21:23 - Effects of the One Big Beautiful Bill on Charitable Donations 24:37 - Buybacks vs Dividends 26:42 - Expectations for Gold and Silver in 2026 33:25 - Economic Summit Tease 34:41 - TLT Shorts & Speculative Bets 37:37 - Best Portfolio Allocations for 2026 39:35 - What Investments Should NOT Be Held in a Roth IRA? 41:54 - RSI vs Value, MACD, & Volume Trading? 45:38 - Retiring at 63? 48:07 - Dealing with Future Risk 51:50 - Sectors and Stocks for 2026 56:07 - 403b's vs 457's 57:58 - Energy Plays for 2026 Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=yJV-vnHx4Eg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Markets Consolidate After 50-DMA Test," is here: https://www.youtube.com/watch?v=X4PjkAGK804&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Year-End Checklist for Young Investors," here: https://www.youtube.com/watch?v=3Wyudzh3naw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketOutlook #StockMarketToday #TechnicalAnalysis #YearEndMarkets #RiskManagement #MarketQandA #InvestorQuestions #MarketVolatility #FedPolicy #RiskManagement
Today's Q&A Wednesday is driven entirely by live YouTube chat questions, covering the market topics investors are most focused on right now. Lance Roberts & Danny Ratliff address real-time concerns around market volatility, Federal Reserve policy, interest rates, inflation, portfolio risk, asset allocation, and year-end positioning—without hype or speculation. This interactive session is designed to help investors better understand what matters, what doesn't, and how markets typically behave during periods of uncertainty. Rather than making predictions, we focus on context, probabilities, and risk management—answering your questions as they come in live. If you have a market question, join the conversation in the chat. If you're watching the replay, timestamps and chapter markers are included for easy navigation. 0:00 - INTRO 0:19 - Economic Data Disappoints 5:50 - Markets Re-Test 50-DMA 11:26 - Reindeer & Dwarfs 13:54 - Volatility Commentary 21:23 - Effects of the One Big Beautiful Bill on Charitable Donations 24:37 - Buybacks vs Dividends 26:42 - Expectations for Gold and Silver in 2026 33:25 - Economic Summit Tease 34:41 - TLT Shorts & Speculative Bets 37:37 - Best Portfolio Allocations for 2026 39:35 - What Investments Should NOT Be Held in a Roth IRA? 41:54 - RSI vs Value, MACD, & Volume Trading? 45:38 - Retiring at 63? 48:07 - Dealing with Future Risk 51:50 - Sectors and Stocks for 2026 56:07 - 403b's vs 457's 57:58 - Energy Plays for 2026 Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=yJV-vnHx4Eg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Markets Consolidate After 50-DMA Test," is here: https://www.youtube.com/watch?v=X4PjkAGK804&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Year-End Checklist for Young Investors," here: https://www.youtube.com/watch?v=3Wyudzh3naw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketOutlook #StockMarketToday #TechnicalAnalysis #YearEndMarkets #RiskManagement #MarketQandA #InvestorQuestions #MarketVolatility #FedPolicy #RiskManagement
Ann Berry is joined in-studio by CLEAR's CEO Caryn Seidman Becker They review the company's latest quarter, the rollout of eGates and how the company is preparing for global expansion. Caryn shares what's driving CLEAR's growth across travel and enterprise, why healthcare is a major unlock and the ways digital identity is becoming a core layer of modern life. Highlights include: CLEAR's origin story and buyout from bankruptcy plus how the company navigated this fall's government shutdown. 00:00 — Caryn Seidman Becker Joins 00:53 — What's Powering Clear's Momentum 01:49 — eGates, CapEx & Free Cash Flow 02:13 — Airport Footprint & Expansion Plans 04:36 — Fixing Wait Times & Member Experience 06:07 — Travel During the Shutdown 07:23 — Signing Documents With Your Face 09:05 — DeepFakes & Identity Security 10:56 — Government Tech & Verification 11:19 — CLEAR in Entertainment & Events 13:21 — Cybersecurity & Holding Less Data 14:16 — Healthcare & “Killing the Clipboard” 18:49 — Global Travelers & Compliance 19:44 — Clear's Origin Story 23:59 — Stock Price, Buybacks & Free Cash Flow 25:44 — M&A Outlook After Earnings is brought to you by Stakeholder Labs and Morning Brew. For more go to https://www.afterearnings.com Follow Us X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out Email: afterearnings@morningbrew.com $YOU Learn more about your ad choices. Visit megaphone.fm/adchoices
Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book Want to schedule a consultation? Click here: https://app.hawsfederaladvisors.com/whatservicemakessense I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.
Dans cet épisode, Yannakis et Mike démystifient l'univers des breaks avec Allan Gilbert. Les gars discutent aussi du changement de format d'Upper Deck Ice et reviennent sur les buybacks de PSA qui ont fait apparaître des PSA 10 comme par magie! Vous y retrouverez également les segments habituels ainsi que les questions des auditeurs.C'est un rendez-vous à ne pas manquer !Merci à vous tous de prendre le temps de nous écouter : vous êtes précieux à nos yeux !Bon épisode !Pour s'abonner à du contenu exclusif et des avantages avec notre Patreon, c'est ici!Pour visiter notre page Youtube et avoir accès au contenu vidéo, c'est ici!Pour participer à des ouvertures de boîtes en direct avec STAKK, c'est ici!Pour participer à des ouvertures de boîtes en direct avec Zone Collection, c'est ici!Pour faire l'envoi de groupe de vos cartes au grading, Choose Your Grading est LA solution, joignez les ici!Pour toutes vos solutions de protection et de présentation de votre collection, retrouvez les produits d'Evoretro ici!Pour confier et vendre vos cartes par l'entremise d'un consignataire hors pair, retrouvez Consignation Savage ici!Pour vendre vos petites et moyennes cartes à moindre coûts, visitez https://thecards.shop/Pour voir les prochaines dates de la Foire aux Cartes, c'est ici!
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: The views shared on this show are the hosts' opinions only and should not be taken as financial advice. This content is for entertainment and informational purposes.
Tune in today for our latest wrap up on sports from around the globe. We delve into UFC, NBA, Football, Formula 1, NFL and a bunch more. Stick around for the 2nd half of the show, where we have hobby talk. Where we talk all things card collecting hobby!Hobby Talk : Please like and subscribe!Join our Group Breaks Page on Facebookhttps://www.facebook.com/groups/doublecoveragebreaksFollow us on Whatnothttps://whatnot.com/s/qDG0Mm79Checkout our website -www.doublecoverage.mediaFollow us on Socials: Double Coverage -Instagram |Facebook |Twitter |Tik Tok |LinkedinSign Up to Cardladder the No.1 card data analysis tool on the market!
Seeing green in share repurchasing programs? Simon Erickson, founder and CEO of 7 Investing, joins the “Investing with IBD” podcast to discuss why he sees winners in overlooked, undervalued stocks with solid buyback plans. He also talks about the challenges around consumer spending and the opportunities it creates for overlooked stocks like Cava (CAVA) and Lululemon (LULU). Learn more about your ad choices. Visit megaphone.fm/adchoices
36ONE's Steven Hurwitz says Prosus has finally shifted from promise to profit, with its e-commerce brands now earning real money beyond Tencent. Buybacks are shrinking the discount and a Just Eat turnaround could unlock major upside for South African investors. The only wildcard? China still holds the key to how big the payoff can be.
The Chopping Block unpacks crypto's DATpocalypse — NAVs collapsing, volumes drying up, and consolidation on the horizon. Plus: Vitalik sparks a wave of quantum panic, what Q-Day really means for Bitcoin and smart-contract chains, and why “qubits per share” might become the next great crypto meme. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode opens with the DATpocalypse: almost every DAT is now below NAV, volumes have collapsed outside Bitmine and MicroStrategy, and the market is finally confronting what happens when issuances outrun demand. We get into consolidation talk, preferred-share experiments, capital-structure pivots, and whether any DAT should actually be selling crypto to buy back shares at a discount. Then we shift into quantum mania. Vitalik's “2028” comment lit up Q-Day fears, and we separate genuine hardware progress from pure panic. We discuss why post-quantum upgrades are simple for Bitcoin but brutal for stateful chains, and how hype alone could trigger a wave of “quantum-resistant” speculation. And yes — the running gag: DATs using quantum machines to steal Satoshi's coins. Tough markets, weird narratives, and institutions quietly holding the line. Let's get into it. Show highlights
Simply Wall St Market Insights for the week ending 16th November 2025.To read the full article: The Return of Share Buybacks in TechCreate a FREE account for Simply Wall St to get access to these insights, and fundamental analysis on tens of thousands of stocks all over in the world!Get actionable insights with our upgraded Portfolio tool and make managing your stocks a breeze.Discover and follow new perspectives or share your ideas with other investors in our global community.Reduce your search time and find hidden opportunities that suit your goals with custom screeners.Learn our investing framework by following our comprehensive 6-part "Invest with confidence" series.Simply Wall St analyst Michael Paige has a position in NYSE:SPOT. Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Meer winst en meer omzet. Met die belofte trapte Adyen de beleggersdag vrolijk af. De marges gaan oplopen, tot boven de 55 procent zeggen ze zelf. Beleggers krijgen het kwijl in de mond ervan. En Adyen ziet ook nog eens een buitenkansje: ze kunnen een van de grootste jongens in hun sector worden. Wat daarvoor nodig is, en wat er gebeurt als Adyen die doelen een keer niet haalt, dat hoor je in deze aflevering. Verder gaat het over datacenterbouwer CoreWeave. Dat verlaagt juist de verwachtingen. Niet omdat het vraag tekort komt, maar omdat ze die vraag niet aankunnen. Het bouwen van die datacenters is duur, de chips die erin moeten ook, en de concurrentie zaagt ook nog eens aan de stoelpoten. Dus ze moeten toegeven dat het allemaal wat minder rooskleurig is dan ze eerder dachten. We vertellen je ook over Softbank. De Japanse investeringsbank casht voor een kleine 6 miljard dollar. Ze verkopen namelijk al hun aandelen Nvidia. En je komt ook nog te weten waarom beleggers zich opeens moeten buigen over de vraag: wat is de definitie van een vliegtuigstoeltje bij het raam?See omnystudio.com/listener for privacy information.
In this episode, we sit down with Victor Haghani, founder of Elm Wealth and one of the original partners at LTCM, to explore his journey from running complex hedge fund strategies to adopting a simplified, evidence-based investment approach. We discuss how investors should think about expected returns, portfolio construction, dynamic asset allocation, valuation signals, buybacks, managed futures, and the dangers of extrapolating past returns into the future.Topics covered:• Victor's journey from LTCM to simple, systematic investing• Why position sizing is as important as what you own• How to think about expected returns and valuation frameworks like CAPE and P-CAPE• The role of risk, risk premia, and personal utility in portfolio decisions• Why 60/40 and the permanent portfolio ignore expected returns• Buybacks, market elasticity, and capital flows• Indexing misconceptions and asset allocation discipline• The ETF structure and tax efficiency in asset allocation strategies• Concentration in large tech stocks and long-term equity returns• The importance of dynamic asset allocation vs static allocation• Key lessons for individual investors and avoiding “too good to be true” opportunities Timestamps:00:00 Intro and Victor's investing journey03:00 Lessons from LTCM and shift to simplicity09:00 Position sizing vs asset selection13:00 Risk as a cost and thinking in expected returns18:00 CAPE and the P-CAPE framework26:00 How to use expected return estimates34:00 The impact of buybacks on equity markets39:00 Indexing vs poor asset allocation habits43:00 Portfolio construction and global diversification46:00 Why the permanent portfolio falls short47:00 Managed futures and factors beyond stocks and bonds50:00 Inside Elm's dynamic allocation ETF55:00 Market concentration and equity issuance risks01:01:00 The case for dynamic allocation01:02:50 Victor's one investing lesson
The $100 million consists of a mixed financing package integrating private credit with blockchain-based DeFi loans. It will allow Propy to acquire title firms that it plans to upgrade to faster, safer and fully digital closings, powered by Propy's on-chain model.~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/coinbasePBNGuest: Natalia Karayaneva, CEO of PropyPropy website ➜ https://propy.com/home/00:00 intro00:05 Sponsor: Coinbase00:22 Propy $100mil Expansion02:29 Crypto Backed Loans04:58 Threat To Banks?06:00 A.I. Real Estate Agent - Avery08:42 Growth Outlook11:16 $PRO Token Buybacks & Utility13:39 Propy IPO15:15 Stablecoins in Real Estate19:49 outro#Crypto #Bitcoin #Ethereum~$100 Million Real Estate Power Play
Graham Witcomb and Gaurav Sodhi join John Addis on this week's episode of Stock Take to discuss the rapid appreciation of Pilbara Minerals, as well as the virtues and pitfalls of buybacks.See omnystudio.com/listener for privacy information.
Anthony Scilipoti is one of the sharpest minds in investing. He's the President and CEO of Veritas Group of Companies. He called the collapses of both Valeant Pharmaceuticals and Nortel before they happened, and now he has some thoughts on AI. We talk about asking better questions, reading the fine print, the role of short selling, and what it means to be wrong. We explore why AI gives you information but not insight, why cheap risk is often the most expensive, and why nothing matters until it does. It's a conversation about the difference between seeing and understanding and the discipline to notice what everyone else ignores. This episode is not investment advice. It's time to listen and learn. ----- About Anthony Anthony Scilipoti is one of the sharpest minds in investing. He's the President and CEO of Veritas Group of Companies. ----- Approximate Chapters: (00:00) Introduction (01:26) Early Career (02:53) The Enron Scandal (05:48) Lessons on Auditing (16:12) The AI 'Bubble' and the State of the Market (18:46) Ad Break (20:50) The AI 'Bubble' and the State of the Market (Cont.) (28:12) Parallels Between the Fall of Nortel Networks and the Current AI Economy (35:15) Ad Break (36:10) Parallels Between the Fall of Nortel Networks and the Current AI Economy (Cont.) (39:14) Investing Rules for Better Investments (42:14) Red Flags to Look Out for When Investing? (45:56) The Rise and Fall of Valeant Pharmaceuticals (53:04) Is a Complicated Corporate Structure Bad? (55:54) Companies Don't Start Out Being Crooked (57:53) Why is EBITDA a Disastrous Measurement? (1:00:47) How Should Investors See Stock Options / How to Account for Stock Options (1:06:30) What Incentives to Look for in a Company When Investing? (1:11:31) The Rise of Index Investing (1:15:41) Buybacks and Share Count (1:21:21) What Makes Warren Buffett a Unique Investor? (1:26:58) The Power of the Retail Investor (1:32:30) What Is Success for You? ----- Thank you to the sponsors for this episode: Basecamp: Stop struggling, start making progress. Get somewhere with Basecamp. Sign up free at http://basecamp.com/knowledgeproject reMarkable: Get your paper tablet at https://www.reMarkable.com today .tech domains: Nothing says tech like being on .tech https://get.tech/ ----- Upgrade: Get a hand edited transcripts and ad free experiences along with my thoughts and reflections at the end of every conversation. Learn more @ fs.blog/membership------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 ParrishX @ShaneAParrish Insta @farnamstreet LinkedIn Shane Parrish Learn more about your ad choices. Visit megaphone.fm/adchoices
We went live with leaders from across the Base DeFi ecosystem to discuss Aerodrome's tokenomics, buyback system, and relationship with Coinbase; Morpho's lending model, fixed-rate loans, and TradFi integrations; and Moonwell's vaults, Mamo agent, and card products. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Allora is the new AI standard for DeFi platforms and agents to achieve sharper, faster, and more reliable financial systems than any single language model can offer. Instead of choosing and managing models, users state their goal, and the system delivers the best result. To learn more about Allora Network, visit https://www.allora.network/ and https://x.com/AlloraNetwork -- Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr -- Follow Dromos Labs: https://x.com/DromosLabs Follow Morpho: https://x.com/MorphoLabs Follow Moonwell: https://x.com/MoonwellDeFi Follow Alexander: https://x.com/wagmiAlexander Follow Merlin: https://x.com/MerlinEgalite Follow Luke: https://x.com/LukeYoungblood Follow Marc: https://x.com/marcarjoon Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx -- Timestamps: (0:00) Introduction (1:59) Dromos Labs (4:46) Aerodrome's Foundations (11:54) Aerodrome's Buybacks (15:44) Relationship With Coinbase (29:26) Katana Ad (29:58) Morpho Overview (31:57) Morpho v2 (45:59) Undercollateralized Loans (48:27) The Morpho Token (58:42) Ads (Katana & Allora) (59:46) Moonwell Overview (1:02:11) Joining The Base Ecosystem (1:04:17) Coinbase's DeFi Mullet Playbook (1:10:35) The Mamo Bot (1:15:02) The Mamo Token (1:17:14) Moonwell Vaults (1:25:52) The Moonwell Card -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
Independent analyst Jimmy Moyaha says City Lodge's share buybacks and stronger results hint at renewed momentum — and possible opportunity. Anchor's Casey Sprake unpacks the inflation hangover and fallout from the US government shutdown. CFI South Africa's George Khoury looks at how money stress affects mental health and small steps to ease the strain.
Digital asset treasury companies are sitting on tens of billions in crypto, but it's mostly idle. That's changing fast.In today's episode, were joined by Mike Silagadze, CEO of Ether.Fi & Avichal Garg, GP at Electric Capital, to discuss:- Why DATs Will Send DeFi Into a Growth Mode Frenzy - What Assets Avichal Is Positioning In- Will There Be 5,000 New Crypto Billionaires by 2035?- Mike's Digital Asset Neobank Vision - Revenue, Buybacks, and Fundamental InvestingTimestamps:00:00 Intro00:38 Avichal's Crypto Journey04:18 Current Landscape: IPOs, DATs & ETFs11:58 Starknet Ad12:28 DeFi Is Maturing17:39 Avichal's Asset Selection Framework21:53 Mike Talks About Ether.Fi's Edge 25:15 The Billion Dollar Neobank Vision---Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl
Oliebedrijven zitten met de handen in het haar. Het lijkt maar niet beter te gaan in hun sector. De olieprijs staat ook nog eens op het laagste niveau in twee maanden tijd. TotalEnergies neemt daarom maatregelen en komt volgens de Financial Times met een besparingsplan van 7,5 miljard dollar. Groot punt: ze gaan beknibbelen op de cadeautjes voor de aandeelhouders. Het aandeleninkoopprogramma wordt teruggesnoeid. Wie volgt er met maatregelen? Gaat het cadeautjesprogramma van Shell er straks aan? Dat zoeken we deze aflevering uit. Dan hebben we ook beter nieuws. Het aantal fusies en overnames trekt eindelijk aan. Na jaren van droogte weten de beursbedrijven elkaar weer te vinden. Dit kwartaal waren al die deals onderaan de streep goed voor meer dan 1 biljoen dollar. En verder hoor je over een domper bij Spotify, een familieruzie die al 23 jaar duurt, een vrouw die vanwege het piepelen van JPMorgan zeven jaar celstraf krijgt... en je komt erachter hoe we Bassie en Adriaan weer eens in de aflevering hebben weten te fietsen. Olé!See omnystudio.com/listener for privacy information.
Right now nearly every asset class in rising in price simultaneously.And many indices and individual securities are hitting all-time highs.Investors are getting increasingly confident -- which explains the ongoing melt-up.How long will it last?And when it reverses, will it do so gently? Or violently?The longer the current momentum continues at this pace, the more likely the reckoning is sooner and more painful.Portfolio manager Lance Roberts and I discuss why, as well as the latest technical analysis, this week's FOMC release, gold, AI, social media, the just-announced TikTok deal, the housing market and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference#interestrates #marketcorrection #bullmarket 0:00 - Market Heat: High Correlation Across Asset Classes (Stocks, Gold, Bitcoin)2:48 - Why This Rally Isn't "Broken" Yet – Investment Committee Insights3:35 - Train Analogy: Momentum Hard to Stop Despite Slowing Economy4:36 - Earnings as Key Driver: Bull Case vs. Risk of Reversal7:16 - Broad Momentum: Accumulator Model +8%, All-Weather +6%, AI +9%8:14 - Outlook: Exuberance Leads to 5-10% Correction, But Hard to Time10:11 - Tax Cuts Minor; Deregulation & AI Could Drive Growth (Nvidia-Intel Stake)13:31 - Historical Parallels: 1998-99, 2021 Euphoria Ends in Corrections14:46 - Q4 Tailwinds: Earnings Beats, Buybacks +50% YoY, Manager Chasing16:42 - Bias Upward Through Year-End, But 3-5% Pullback Possible18:53 - Google Parabolic: 3-4 Std Dev Above Moving Averages19:35 - Standard Deviations Explained: 99% Odds of Correction24:18 - Gold Also Parabolic: Take Profits, Hedge Positions27:02 - Google AI Threat: Search Monopoly at Risk from Ad Revenue Loss37:47 - Mark Newton Outlook: Momentum to Oct/Nov, Then Correction into 202644:14 - Dot Plot: 4 More Cuts into 2026; Projections Show Slow Growth (1.8%)48:45 - TikTok Deal: Missed Chance to Curb Societal Harm from Social Media59:27 - Housing Cracks: Inventory Up in Midwest/Northeast (Boston +11%)1:04:54 - Idea: Incentive Kids to Live Nearby – Free House After Raising Family1:18:03 - Trades: Position Swaps Next Week – Max 30 Stocks for Outperformance1:20:21 - Rant: Lance's Wife Post-Chemo – Back to Work, Hilarious Wig Story1:26:40 - YouTube Wins: Nutritious, Authentic Content on Demand1:31:16 - Hater Drama: Troll Picks Fights for Visibility – Followers Defend_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
Interview with Pascal Hamelin, President & CEO of Abcourt Mines Inc.Our previous interview: https://www.cruxinvestor.com/posts/abcourt-mines-tsxvabi-gold-producer-ready-to-restart-sleeping-giant-mine-7160Recording date: 15th September 2025Abcourt Mines (TSXV:ABI) has successfully completed its first gold pour at the Sleeping Giant Mine in Quebec, marking a critical transition from development company to gold producer. Speaking at the Denver Gold Forum, President and CEO Pascal Hamelin outlined an aggressive production scaling strategy designed to capitalize on favorable gold market conditions.The company plans to ramp production from zero to 30,000 ounces annually within 18 months, following a detailed preliminary assessment released in 2023. This production target represents only 45% of the mill's total capacity, providing significant room for future expansion to potentially 60,000-70,000 ounces annually. The scalability provides multiple expansion avenues as the company develops additional mining fronts within the existing operation.Operationally, Abcourt maintains a strong cost structure with all-in sustaining costs projected at $1,600 USD per ounce and monthly operating costs of approximately $4 million. At current gold prices exceeding $3,600 per ounce, this creates substantial margins and positions the company for rapid cash flow generation.Beyond the Sleeping Giant operation, Abcourt has identified significant exploration potential at its Flordin project. The 2024 discovery exposed a vein measuring 300 meters long by over 10 meters wide, with drilling confirming continuity to 400 meters depth. Geophysical surveys suggest the vein could extend up to 2 kilometers in length, with management projecting a four to five-year timeline to operational status.The company maintains a portfolio of 15 projects within trucking distance of the Sleeping Giant mill, enabling potential infrastructure sharing and operational synergies. With plans for eventual share buybacks rather than dividends to optimize tax efficiency for shareholders, Abcourt appears positioned to benefit from sustained precious metals strength while building a scalable production platform in Quebec's mining-friendly jurisdiction.View Abcourt Mines' company profile: https://www.cruxinvestor.com/companies/abcourt-mines-incSign up for Crux Investor: https://cruxinvestor.com
In today's episode on 16th September 2025, we ask: are stock buybacks really value creation or just short term applause?
Het gaat goed op Wall Street de laatste tijd. Maar er blijkt iets aan de hand. We stevenen af op een recordjaar als het draait om de inkoop van eigen aandelen. 1,5 biljoen dollar aan eigen aandelen wordt er dit jaar ingekocht. En dat pompt de koersen op Wall Street flink omhoog. En het is nog niet klaar, want volgens JP Morgan gaat er de komende jaren nog zo'n 600 miljard dollar aan eigen aandelen meer worden ingekocht. Leuk voor de beurskoers, maar wat heb jij er als belegger op de lange termijn nou echt aan? Dat bespreken we in deze aflevering. Dan gaat het ook over een van de langst verwachte beursgangen van de afgelopen jaren. Na uitstel op uitstel op uitstel was die opeens een feit. Klarna beleefde een prachtige eerste beursdag met ruim 15 procent koersstijging. Maar kunnen ze die positiviteit nu ook vasthouden? Verder hoor je over het nieuwste rentebesluit van Christine Lagarde en haar ECB. De centrale bank houdt de beleidsrente nog even onveranderd. In haar speech houdt ze wel de deur open voor renteverlagingen komende maanden, maar beleggers geloven er juist steeds minder in.See omnystudio.com/listener for privacy information.
This week, our guest is Eric Nuttall, Partner and Senior Portfolio Manager at Ninepoint Partners. Eric manages the Ninepoint Energy Fund (NNRG) and the Ninepoint Energy Income Fund (NRGI). Here are some of the questions Peter and Jackie asked Eric: How would you compare investing in Canadian oil and gas producers versus U.S. companies? Do you still believe Canada is undervalued relative to the U.S., as you did when we spoke a few years ago? With OPEC announcing on September 7, 2025, that it will add even more supply to the market, why are oil prices remaining so resilient, and what is Saudi Arabia's strategy? What are your expectations for North American natural gas prices, particularly in Canada, which has experienced exceptionally weak pricing this year? Canada has seen a wave of consolidation in the oil patch—how do you view corporate consolidation in this context? You have long advocated for oil and gas producers to buy back shares, but if Canada succeeds in building new export pipelines for oil and gas, would you support companies growing production to create value rather than relying solely on buybacks? How can new export pipelines be built if investors continue to prefer buybacks over growth? Finally, do you believe Canadian oil and gas companies still trade at a “green discount” due to climate policies that burden the sector?Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
Altcoin froth meets political theater. The team dissects World Liberty Financial's explosive debut: a $22B token backed by the Trump family, a disputed Aave partnership, insider buybacks, and a “gold paper” instead of a whitepaper. We break down Justin Sun's role, why critics call it crypto's “garbage moat,” and how WLFi could become the Thanksgiving dinner debate of 2025. Plus: Gavin Newsom's meme coin tease, GDP data going on-chain, and the CFTC reopening U.S. markets to global exchanges. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, the crew dives into the wild debut of World Liberty Financial — Trump's $22B DeFi token that launched with a “gold paper,” insider allocations, and buybacks despite no product. We break down the Trump family's $5B paper fortune, the disputed Aave deal, and whether WLFi is a serious stablecoin project or just another garbage fire in crypto's moat. From Justin Sun's backing to Thanksgiving dinner debates, we unpack what WLFi means for politics, memes, and markets. Then we zoom out to Gavin Newsom's meme coin tease, the U.S. Commerce Department posting GDP on-chain, and fresh CFTC moves that could reshape crypto exchanges and ETFs. Show highlights
echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF
Helmut Jonen aka Waikiki5800 ist zurück bei echtgeld.tv! Was bewegt einen Investor mit über 40 Jahren Börsenerfahrung dazu, ausgerechnet jetzt bei CK Hutchison, Berkshire Hathaway, Diageo und Nestlé aufzustocken? In seinem Comeback bei echtgeld.tv beleuchtet Helmut Jonen gemeinsam mit Tobias Kramer nicht nur Bewertungs-Chancen, sondern auch politische Risiken – vom US-Wahljahr über China bis zur deutschen Rentenkrise. Und er spricht über Value-Chancen im Depot und wie man in unruhigen Zeiten nachjustiert.
Andrew and Hicks discuss the concerns surrounding Lisa Cook's firing, India's tariff jumping to 50%, and share buybacks hitting record highs. We got a new mixer. If the sound isn't great, please let me know. Still figuring it out. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure
In this August 2025 edition of Yet Another Value Podcast, host Andrew Walker returns with his signature monthly ramblings. Andrew unpacks the strange dynamics in today's bifurcated market — where AI giants soar while traditional sectors flounder. He explores whether buybacks post-earnings miss signal strength or delusion, muses on “hot girl marketing” with a focus on Sydney Sweeney's campaigns, and discusses what drives real ROI in celebrity partnerships. He closes with reflections on sizing up when holding a true edge, and a fascinating challenge trade: Paulson buying Icahn's full stake in Bausch Health._________________________________________________________[00:00:00] Intro and episode overview[00:00:57] Market state and personal screens[00:05:34] AI stocks outperforming traditional sectors[00:06:32] Retail sector earnings crash[00:08:30] Market split explained further[00:09:36] Buybacks on post-earnings dips[00:14:27] Sydney Sweeney, HeyDude tie-in[00:18:38] Swinging when you have edge[00:24:07] Challenge trades concept[00:27:47] BHC Paulson-Icahn block deal[00:30:41] Closing remarks and disclaimerLinks:Yet Another Value Blog: https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
Send us a textStock buybacks are hitting all-time highs in 2025, led by big banks and tech giants like Apple and Alphabet. In this episode, Namaan and Jenny Rae unpack what a buyback is, why companies do it, and what this surge signals about corporate balance sheets, sector trends, and the strength of the U.S. economy.Links:Investopedia: What is a Buyback?Wall Street Journal: American Companies Are Buying Their Own Stocks at a Record PaceChapters:03:35 Understanding Stock Buybacks06:44 The Mechanics of Buybacks and Their Implications09:38 Current Trends in Stock Buybacks12:38 Sector-Specific Insights on Buybacks15:31 The Role of Major Companies in Buybacks18:28 Evaluating the Impact of Buybacks on the Economy21:24 Conclusion and Future ConsiderationsJoin Market Outsiders live every weekday at 9:15AM ET on LinkedIn and YouTube.Subscribe to the Market Outsiders feed for daily episodes (Apple, Spotify).Follow Management Consulted on LinkedIn and subscribe on YouTubeConnect with Namaan and Jenny Rae on LinkedInListen to the Market Outsiders podcast, the new daily show with the Management Consulted teamConnect With Management Consulted Schedule free 15min consultation with the MC Team. Watch the video version of the podcast on YouTube! Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights! Join an upcoming live event - case interviews demos, expert panels, and more. Email us (team@managementconsulted.com) with questions or feedback.
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: You should never treat any opinion expressed by the hosts of this content as a recommendation to make a particular investment, or to follow a particular strategy. The thoughts and commentary on this show are an expression of the hosts' opinions and are for entertainment & informational purposes only.
Interview with Jeff Quartermaine, Managing Director & CEO of Perseus Mining Ltd.Our previous interview: https://www.cruxinvestor.com/posts/perseus-mining-asxpru-african-gold-producer-targets-25m-ounces-over-five-years-7295Recording date: 25th July 2025Perseus Mining's June 2025 quarter results demonstrate the compelling investment case for this African-focused gold producer, with cash and bullion balances reaching $827 million on continued operational excellence. The company delivered 121,237 ounces during the quarter at all-in sustaining costs of $1,417 per ounce, generating substantial margins of $1,560 per ounce at current gold prices. This performance extends Perseus's track record of consistent operational delivery across its three African mines, with full-year production of 496,551 ounces at $1,235 per ounce costs.The company's financial strength provides a solid foundation for growth initiatives while supporting shareholder returns. Perseus has consistently beaten its own cost guidance over multiple years, demonstrating disciplined capital allocation and operational efficiency. CEO Jeff Quartermaine's conservative guidance approach has resulted in the company regularly delivering below the bottom end of cost ranges, building credibility with investors seeking reliable performers in the volatile mining sector.Perseus's growth trajectory centers on the Nyanzaga project in Tanzania, scheduled for January 2027 production startup. Recent drilling results show spectacular intercepts that could significantly extend mine life beyond the current 11-year projection, with potential underground development adding substantial value. The company's five-year outlook demonstrates sustainable production above 500,000 ounces annually, dispelling concerns about production declines.The investment appeal extends beyond operations to strategic positioning. Perseus's diversified African portfolio provides exposure to underexplored geology while management's proven track record of community engagement and government relations mitigates jurisdiction risks. The company's dynamic hedging strategy offers downside protection while preserving upside exposure in the current favorable gold price environment. With strong cash generation, disciplined cost management, and multiple growth catalysts, Perseus Mining presents a compelling opportunity for investors seeking exposure to a well-managed, growing gold producer positioned to capitalize on sustained precious metals demand.—View Perseus Mining's company profile: https://www.cruxinvestor.com/companies/perseus-miningSign up for Crux Investor: https://cruxinvestor.com
Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.Buy our NFTJoin our DiscordCheck out our TwitterCheck out our YouTubeDISCLAIMER: You should never treat any opinion expressed by the hosts of this content as a recommendation to make a particular investment, or to follow a particular strategy. The thoughts and commentary on this show are an expression of the hosts' opinions and are for entertainment & informational purposes only.
How the "Bitcoin treasury" model is creating a bubble. Plus, breaking down today's ADP numbers… Microsoft's (MSFT) layoffs… The big bank stress tests… Buybacks vs. dividends… Why altcoins are losing their steam… And will Peter Schiff change his anti-Bitcoin tune? In this episode: Is the WNBA trying to kill its brand? [3:03] How today's ADP numbers will impact interest rates [8:32] What's behind Microsoft's mass layoffs [11:39] Key takeaways from the big banks' stress tests [16:50] Buybacks vs. dividends: Which is better for investors? [19:13] Michael Saylor created a crypto bubble… [26:47] Why altcoins are suddenly losing their steam [33:59] Why I think Peter Schiff will change his anti-Bitcoin tune [41:57] On tomorrow's show: Apple's upgrade… And a warning to investors [50:50] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
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