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Neoborn Caveman is back with the untamed, unedited live radio show — marble-mouthed, vivid, nothing planned. He starts on America founded as a republic by the people for the people, and on how little of the official story still stands. From there NC looks at a UK car park where cash is banned, only the app still counts, and the fine is what you get for showing up with money and a working phone — sovereignty taken one payment at a time. After that Neoborn turns to Chinese cabbage dipped in formaldehyde and sold in Australia, but fear not, he offers a solution anyone can do to stay healthier. Later he takes the Havasupai trail in Arizona, a mother slashed after asking for directions. NC then investigates Network for Hope in Kentucky, the organ outfit HHS began decertifying under RFK Jr. after procurement started while patients still showed signs of life. He closes on the 1980s Pizza Hut revival and the real reasons people are driving back to those rooms, and finally on schools that spent three trillion and left three in ten proficient, and on heaven starting from within.Music guests: Big Sexy, Carlyle, Inoxidables, Van Hechter 00:00:00 On This Day Today - (no freedom yet)00:06:06 Big Sexy: Hiding in Romeo00:09:46 Fined for Not Having the App00:18:28 Carlyle: Without the Weed00:21:51 Formaldehyde Cabbage and Eating Where You Live00:30:14 Inoxidables: Sirena00:33:59 Wash Your Fruit and Veggies: Pesticides, Glyphosate, and Bayer00:44:00 Neoborn Caveman: Counterfeit Love00:46:28 A Hike, a Knife, Tolerating Crime00:56:08 Van Hechter: Boy Problems01:00:20 Organ Harvesting Comes Home: Network for Hope01:06:57 Big Sexy: This City Knows My Name01:10:17 Retro Pizza Hut, Hollowed-Out Schools, and Heaven Within01:23:05 Neoborn Caveman: Final ShowKey TakeawaysAmerica was founded as a republic by the people for the people. The rest of that sentence is the part he tells you to add yourself.Cash banned at the gate is not a parking story. It is sovereignty taken one payment at a time.Wash produce. Tap water takes some of the spray off. Baking soda or vinegar takes more. Do not soak strawberries.Glyphosate showed up in most of the urine samples he cited. IARC called it carcinogenic. Bayer, which once sold heroin as cough syrup, still defends the spray.A mother was slashed in the neck on the Havasupai trail after asking a stranger for directions. Tolerating that is accepting the next one.Network for Hope began procurement while patients still showed signs of life. HHS started decertification under RFK Jr.Retro Pizza Hut rooms are filling again.Sound Bites“Shouldn't we have, I don't know, an American Republic instead of the American Empire?”“We absolutely know nothing about anything. Or we know nothing about everything. Or we know everything about nothing.”“How can we be satirical when we live already in hell?”“Smartphones are tracking devices, so only dumb people use smartphones.” “Hey, I am dumb, are you?”“For a glass of water you have to have an app. To wipe your buttocks you have to have an app.”“So kids, what a book is? It's a phone you could open, okay?”“We should have a constitutional right for cash.”“You won't live longer if you embalm your body from within.”“The same company that invented the synthetic cocaine called, ready, steady go, heroin.”“Tolerating crime is idiocy.”“Not overrun by… we can't say this in the show.”“GET THE FORK OUT OF OUR LIVES!”“Sex is better if you do at home, not at Pizza Hut.”“We are humans for heaven's sake. Not for hell, but heaven.”“Heaven starts from within.”“The new old world order can't take away unless you give it up, voluntarily.”Join the tea house at patreon.com/theneoborncavemanshow. Support the show. Be real.Remember: you are worthy, you are amazing, you are one of a kind!Keywords: Overrun by Life, republic, cash, parking app, digital control grid, formaldehyde cabbage, wash produce, glyphosate, Bayer, Havasupai, Network for Hope, organ harvesting, RFK Jr., Pizza Hut, Rockefeller education, heaven starts from withinHumanity centered satirical takes on the world & news + music - with a marble mouthed host.Free speech marinated in comedy.Supporting Purple Rabbits.Viva los Conejos Morados. Hosted on Acast. See acast.com/privacy for more information.
Neoborn Caveman lets loose a marble-mouthed satirical ramble on who gets to rule whom. He starts on Operation Banner, the British army on the streets of Northern Ireland from 1969, and on a government that treats Magna Carta as expired. From there NC looks at Defense Secretary William Cohen's 1997 admission that the United States has the means to steer weather, earthquakes and volcanoes, at Hurricane Sandy's 2012 left turn into New Jersey, and at Kings Mountain, North Carolina — lithium in the ground, a Pentagon supply deal, then the floods. After that Neoborn turns to ENMOD, Project Popeye over the Ho Chi Minh Trail in 1967, HAARP, and the 1977 UN ban on hostile environmental modification that the United States and the Soviet Union both signed. Later he takes the flattering story every nation tells about the day it began to school its children. NC then investigates Horace Mann's Prussian model, Massachusetts compulsory school in 1852, and Rockefeller's General Education Board from 1902. He closes on the manufacture of obedience, and finally on the question he will not let go of: why don't we want to be free?Music guests: Big Sexy, DAV-EL, Carlyle, Reverend Genes00:00:00 On This Day Today - Operation Banner00:20:48 Big Sexy: This City Knows My Face00:24:36 William Cohen, Hurricane Sandy, and the Kings Mountain Floods00:28:54 DAV-EL: Lost In Your Love00:32:26 ENMOD, HAARP, and the UN Ban on Environmental Warfare00:48:43 Carlyle: Without the Weed00:52:33 The Manufacture of Obedience01:07:44 Reverend Genes: Everyday PeopleKey TakeawaysOperation Banner put British soldiers on the streets of Northern Ireland. Military at home is not police work.In 1997 Defense Secretary William Cohen said the United States already had the technology to control weather, including earthquakes and volcanoes.Kings Mountain, North Carolina sits on one of the largest identified lithium deposits in the country. The same ground took the floods.In 1977 the UN banned hostile environmental modification. The United States and the Soviet Union signed it.There was a time no American law required a child to go to school, and the country that skipped the requirement read better than most of the empires that enforced it.Horace Mann brought the Prussian model home. Massachusetts made attendance compulsory in 1852. By 1918 every state had followed.Rockefeller's General Education Board, founded 1902, funded a school meant to fit each student into a slot already cut for him.The child who reads to satisfy his own conscience answers inside himself. The child who memorizes for an examiner answers outside himself.Sound Bites“Am I a hack? Hopefully not. Well, I am more real and authentic than your government.”“Military, domestically, is not the solution. Ever.”“He who controls the weather will control the world.”“The evidence can be proved only by the same people who cause the problem.”“I have nothing to hide so I am not going to show you.”“Idiot in Greek means not taking part meaningfully in political and other decision making.”“It's my water, it's your water, dear listeners.”“Truth starts when you are ridiculed.”“The modern school was built to order a mind rather than open one.”“It's not benevolent, it's man-evolent what is happening to us.”“Why don't we want to be free?”The tea house is at patreon.com/theneoborncavemanshow. Sit down. Support the work. Stay real. Remember: you are worthy, you are amazing, you are one of a kind! Humanity centered satirical takes on the world & news + music - with a marble mouthed host.Free speech marinated in comedy.Supporting Purple Rabbits.Viva los Conejos Morados. Hosted on Acast. See acast.com/privacy for more information.
Ken is Founder, President and CEO of Churchill Asset Management, one of the largest private credit managers in the U.S., overseeing more than $66 billion of committed capital. A veteran of leveraged finance with leadership roles at Churchill, Carlyle, RBC, and Chase, Ken shares how private credit has evolved, where middle-market opportunities remain, what investors misunderstand about risk and scale, and why relationships, trust, and disciplined underwriting continue to matter in an increasingly data-driven world.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)
Story of the Week (DR):L3Harris ousts CEO after investigation into conduct MML3Harris Technologies, the company that overhauled a Qatari plane now used as Air Force One, has replaced Christopher Kubasik as chairman and chief executive after an investigation determined he violated the defense contractor's code of conduct.Kubasik's alleged conduct didn't involve and has no impact on the Melbourne, Fla., company's financial reporting, controls, customer relationships or operational performance, L3Harris said Monday.The company didn't give details on when it received a report of the potential violation. With the aid of independent counsel, the board determined that Kubasik's removal would be in the company's best interest, L3Harris said. He will be allowed to retain and exercise some previously vested stock options but won't receive severance payments, benefits or accelerated stock-based awards.L3Harris Technologies Appoints Sam Mehta, Proven Aerospace and Defense Executive, as President and Chief Executive Officer“The Board determined that the Executive engaged in conduct that was not consistent with the values of the Company as outlined in its Code of Conduct.”Kubasik will still hold onto some of his options that can net him stock worth about $23 million, as well as more than 200,000 shares of stock in L3Harris that he already owns, valued at nearly $57 million. L3Harris has paid Kubasik compensation valued at $66.3 million during the past three years, including $25.6 million in fiscal 2025.The separation disclosure says the L3Harris board decided to reach a deal with Kubasik to get him to leave rather than trying to fire him for cause. Kubasik did not admit to any violation of the company code of conduct, and the deal expressively forbids any of the parties or their representatives from making public statements “inconsistent” with Monday's disclosure.AND THIS:Women at L3Harris Shared Concerns About CEO's Behavior Years Before OusterIt was a warning that was shared among women who worked for Chris Kubasik: Avoid being alone with the executive and be careful on the corporate jet.Multiple women at defense contractor L3Harris Technologies LHX had raised concerns about Kubasik's behavior, including a formal complaint from one woman to human resources that was made around 2023, according to people familiar with the matter. The employee accused the CEO of sexual harassment, the people said.Kubasik stayed on in his role. The woman left L3Harris. Not all L3Harris board members were briefed on the 2023 complaint and it is unclearOusted L3Harris CEO was previously forced out of Lockheed Martin jobChristopher Kubasik's ouster as the L3Harris CEO was not the first time he was forced out of a company amid an allegation of misconduct.In 2012, Kubasik was set to become the CEO of Lockheed Martin when he was forced to resign after an ethics investigation confirmed that he had a close personal relationship with a subordinate employee.Why Do Boards Keep Giving Misbehaving CEOs Second Chances?L3Harris Technologies' LHX chief executive is out because of misconduct allegations, and it isn't the first time: More than a decade ago, Christopher Kubasik resigned from Lockheed Martin because he was accused of having a relationship with a subordinate.The Crucial Moment That Companies Miss After They Oust a CEOIt matters how a company responds to a scandal once it's caught in one, most blow the moment by choosing secrecy over transparency. It's an opportunity to reset the culture that led to the breach in the first place, but instead “your PR team and your legal team tell you ‘Don't dig into these things—it's not good for the company,' so you silence all the debates.”.Meta faces a $1.4 trillion threat that could mean ‘turning in the keys and walking away'—but the stakes of the case reach across techThe trial involves a coalition of 29 state attorneys general in a unified case against Meta that was brought in 2023, and will be argued by lawyers representing California, Colorado, New Jersey and Kentucky. The stakes are enormous as leading government officials across the country push for Meta to be held accountable for allegedly violating federal and state laws, including the Children's Online Privacy Protection Act, or COPPA, and various consumer protection statutes.States accuse Meta of targeting children for Facebook, Instagram addiction: 'The young ones are the best ones'Meta whistleblower told jury the company took a 'don't ask, don't tell' approach to kids' safety‘Harvest their data and hide the truth from the public': Four states seek billions from Meta over child safety practicesSEC says it will stop responding to no-action requests ‘entirely'The Securities and Exchange Commission plans to stop responding to no-action requests “entirely … effective immediately,” the agency said in a statement Friday.The decision comes after the SEC sat out the bulk of the no-action process during the 2025-26 proxy season. Investor advocates have since sued the agency, alleging the change violates the Administrative Procedure Act.AI data center outrage is showing up everywhere from ads to electionsAI data center outrage is showing up everywhere from ads to electionsGOP Begs AI Firms to Fix Data Centers' “Toxic Brand” to Help Midterm Chances As A.I. Data Centers Spread, Pressure Mounts to Share ProfitsThe Data Center Industry's PR Blitz Is BackfiringData center backlash echoes fossil-fuel politicsMajor data center bills advance in California despite industry pushbackThe ‘Country Hicks' Who Refused $26 Million from an AI Data Center Bad news for Jason Kelce: Postal Service rules say you shouldn't mail pee to data centersPoliticians Who Once Championed Data Centers Are Now Bashing ThemPennsylvania Gov. Josh Shapiro cracks down on data centers, says speculators are 'scaring our communities'Data centers are using more electricity than anyone predicted. What happens next?Trump oblivious to voter fury about data centers, saying ‘the jobs are enormous and the money paid, the taxes paid, are just enormous'Politicians Turn Against Data Centers as Anger Over AI SpreadsAmazon is buying rare books and destroying them to train its AI modelsThe team's logo features a dinosaur holding a book.Data center hysteria is the new woke | OpinionBring back the corporate death penaltyMore formally known as judicial dissolution, the corporate death penalty basically happens when the government is so pissed off by the corruption or damage a corporation causes that it yanks away their charter.Andreessen Horowitz Focus of DOJ Probe Over Board DirectorsVenture capital firm Andreessen Horowitz is the focus of a Justice Department antitrust probe over whether its investment partners are improperly serving on the boards of competing artificial intelligence companies, according to people familiar with the matter.The companies at issue include Databricks Inc., one of the most valuable privately held technology companies in the world, and Fivetran Inc., both backed by the VC firm, according to the people, who asked not to be named discussing a confidential matter. Andreessen Horowitz co-founder Ben Horowitz serves on the board of Databricks, and partner Martin Casado is a board member of Fivetran. Both companies help businesses collect, organize and analyze massive troves of data.Goodliest of the Week (MM/DR):MacKenzie Scott gave California public education $461 million—and let the recipients decide how to spend every dollarMM: Andreessen Horowitz Focus of DOJ Probe Over Board Directors DRAssholiest of the Week (MM):Bill Brown and Robert Millard DRNever accountable for anything directorsL3Harris ousts CEO after investigation into conductHistory lesson:Kubasik hired in 2015 after Lockheed disaster firing, hired as COO and PresidentPresiding CEO: Michael Strianese, Chair from 2008, CEO from 2006Board: Claude Canizares (71, MIT physics professor, 2003)Thomas Corcoran (72, Carlyle, consulting, 1997)Ann Dunwoody (64, only woman, US Army Gen, 2013)Lewis Kramer (69, EY accountant, 2009)Robert Millard (66, MIT Chair, Lehman until 2008 collapse, LID, 1997)Lloyd Newton (74, only PoC - token black guy - US Air Force General, 2012)Vincent Pagano, Jr (66, lawyer, Simpson Thacher, chair of nom, 2013)Hugh Shelton (75, US Army Gen, 2011), Arthure Simon (85, accountant, 2001)8 white men, 1 woman, 1 black dude2018, Kubasik named CEO of L3 TechnologiesMichael Strianese retires and Kubasik takes overSame exact board minus Strianese2019, L3 and Harris merge to be L3HarrisKubasik added to L3Harris board, named COO and President of the company under Bill Brown, CEO and ChairSurviving the board merger:Thomas CorcoranRobert Millard - LID, nom memberLloyd Newton - chair of nomLewis KramerAdjacent - Roger Fradin of Carlyle on board, Corcoran also of CarlyleJune 2021, Kubasik becomes CEO and Bill Brown moves to exec chair (obviously)Board:Sallie BaileyBill BrownPeter ChiarelliThomas CorcoranThomas Dattilo (nom) - ex tire CEORober GradinHarry HarrisLewis Hay III (nom) - lawyer, ex CEo of NextEraLewis KramerRita LanRobert Millard (nom) - MIT Chair, LehmanLloyd Newton (nom chair) - generalSo given that the CEOs choose their successors, the nom committees approve them, the rest of the board rubber stamps it… we can thank:Michael Strianese - hires Kubasik, names him CEO at L3, despite Lockheed problemsNom approval: Ann Dunwoody (64, only woman, US Army Gen, 2013), Vincent Pagano, Jr (66, lawyer, Simpson Thacher, chair of nom, 2013), Hugh Shelton (75, US Army Gen, 2011) - a nom committee composed of the ONLY woman, two generals and a lawyer - all of whom are the LOWEST TENURED ON THE BOARD at the timeThen Bill Brown - names Kubasik CEO of combined L3Harris, one year of babysitting as exec chairNom approval: Thomas Dattilo (nom) - ex tire CEO, Robert Millard (nom) - MIT Chair, Lehman, Lloyd Newton (nom chair) - generalFamiliar names: Millard and Newton - see Kubasik all the way throughAnd the CEOs and directors can keep failing… Bill Brown on the Becton Dickinson boardRobert Millard on the Green Dot Corp (nom!), iHeartMedia, Evercore (nom!) boardsBrought on to iHeart board just 3 years after an exec there went on a racial slur rant, the company was sued for gender and wage discrimination, and a radio host of the companies were accused of severe harassment - not sure what will change?Dario Amodei“Public benefit corporation” Anthropic: Anthropic Prepares Supervoting Power for Founders as it Readies for Mega-IPOBoard: Dario Amodei, Daniela Amodei (President, Dario's sister), Yasmin Razavi (VC, crypto and prediction market investor), Reed Hastings (Netflix), Chris Liddell (ex Trump WH Deputy Secretary), and Vas Narasimhan (Novartis) - zero “public benefit” (or even public safety) peoplePublic Benefit Corporation: “A benefit corporation's directors and officers operate the business with the same authority and behavior as in a traditional corporation, but are required to consider the impact of their decisions not only on shareholders but also on employees, customers, the community, and the local and global environment”What is the impact of supervoting shares? AI on society? AI on the environment? Who on this board is even remotely qualified to answer those questions?Paul AtkinsExhausting and perpetual gaslightingSEC says it will stop responding to no-action requests ‘entirely'In order to focus Division resources on the review of Securities Act and Exchange Act filings, including those reviews that are statutorily required, for the protection of investors and facilitation of capital formation, and in light of the extensive body of guidance from the Commission and the staff available to both companies and proponents on Rule 14a-8, the Division has determined to discontinue responding to Rule 14a-8 no-action requests entirely, including those submitted under Rule 14a-8(i)(1),[2] effective immediately, unless and until the Division announces otherwise. It also will no longer respond to notices filed under Rule 14a-8(j) with a letter indicating that it will not object if a company omits a proposal from its proxy materials.From the 1934 House Report about the importance of Rule 14a-8: “Fair corporate suffrage is an important right that should attach to every equity security bought on a public exchange.”“Managements of properties owned by the investing public should not be permitted to perpetuate themselves by the misuse of corporate proxies. Insiders having little or no substantial interest in the properties they manage have often retained their control without an adequate disclosure of their interest and without an adequate explanation of the management policies they intend to pursue. Insiders have at times solicited proxies without fairly informing the stockholders of the purposes for which the proxies are to be used and have used such proxies to take from the stockholders for their own selfish advantage valuable property rights. Inasmuch as only the exchanges make it possible for securities to be widely distributed among the investing public, it follows as a corollary that the use of the exchanges should involve a corresponding duty of according to shareholders fair suffrage. For this reason the proposed bill gives the . . . Commission power to control the conditions under which proxies may be solicited with a view to preventing the recurrence of abuses which have frustrated the free exercise of the voting rights of stockholders.Investors Slam SEC Plan to Remove Best-Price RuleAtkins also is listening to the crypto bros who want to offer “tokenized securities” off exchanges and is hoping to eliminate a really basic rule that says “investors are entitled to the best price available for stocks they buy”Separately, DOJ Withdraws Antitrust Guidance for Proxy Advisory Industry - no antitrust protections for ISS (good!) but still can't do anything about the socialist NFL, MLB, NHL, NBA (bad!)Headliniest of the WeekDR: Popular breakfast chain closes half its restaurantsDR: The man leading Trump's RTO charge for government workers says he filmed a video in front of a blank wall to avoid work-from-home suspicionOffice of Personnel Management (OPM) Director Scott Kupor, the key driver of President Donald Trump's return-to-office agenda, admitted in a hot mic moment that he intentionally filmed a video in front of a blank wall while he was working from home so he wouldn't get blowback over working at home.“I was in my bedroom, but I was trying to find—because I knew someone was going to give me shit if like, they knew, ‘You were out of the office.' …I was trying to find something that was not recognizable as being in my house, basically. So I was just trying to find a plain corner with a white wall, which was not that easy to find.”Kupor was the first employee hired by Andreessen and Horowitz's venture capital firm, Andreessen Horowitz.MM: Flock Says It's “Taking a Break” From Responding to Media RequestsMM: Eric Schmidt is selling his superyachtWho is this headline for? Billionaire yacht buyers? Poor people who hate billionaires with yachts?Who Won the Week?DR: The women at L3Harris Shared Concerns About CEO's Behavior Years Before OusterMM: Joshua Ramer, the CEO at PeopleReturn (one of the last vestiges of diversity data in the US), whose newsletter today did the most Free Float thing I've seen anyone other than us do: they tracked a single Getty Image across SIX different company reportsThe image was called 1325876463 “Young Boy Leaping Into Father Arms In Playground”, mostly for sustainability reports because it's brown peopleThey found it in Danaher, Crown Castle, TD, Capital One, CSL Plasma, and Toyota EuropePredictionsDR: The meritocro-mano-sphere-o hires Christopher Kubasik again without any push back from anything or anyoneMM: We decide that, since everyone is trying to make companies immune from climate change lawsuits, that we just make CEOs personally immune for any behavior
Bill Stone, Founder and CEO of SS&C How do you keep buying companies without eventually losing control of the company you built? SS&C Technologies founder and CEO Bill Stone has spent four decades avoiding exactly that. Rather than treating each acquisition as an isolated transaction, SS&C built a system around protecting ownership, using debt when the economics make sense, paying it down quickly, and creating enough value after close to preserve capacity for the next deal. Bill walks through the decisions behind acquisitions including FMC, GlobeOp, and Blue Prism, his experience taking SS&C private with Carlyle, and the discipline that has allowed the company to keep acquiring across changing markets. What You'll Learn How Bill Stone kept 15% of SS&C through 100 acquisitions The exact revenue-per-head and EBITDA thresholds SS&C screens for Why strategic buyers almost always outbid private equity How to tell a motivated seller from one just fishing for a premium When rollover equity can help retain the management team How Carlyle overruled Stone's own unanimous board vote The one rule that makes Stone walk from a deal every time Every financing decision changes what you can do on the next deal. If you're financing an acquisition and don't have a hard leverage ceiling you actually stick to, DealPilot, powered by M&A Science, has the deal guidance layer to help you set one before you're over-levered on the next deal. ____________________ This episode of M&A Science is presented by DealRoom. DealRoom is the AI-powered operating system for Buyer-Led M&A™ — one connected system for pipeline, diligence, integration, and reporting. No tool-switching, no manual updates, no data gaps. See how it works: https://hubs.ly/Q04mcGKy0 ____________________ Episode Chapters [00:00] Intro and Guest Bio Check [04:27] Protecting Ownership From Bankers [07:32] Pivoting to the Buy Side [12:12] Cutting a Client's Cost 91% [12:32] Technology Cycles From Excel to AI [15:14] First Acquisition and Going Public [16:26] Balancing Investors and Founder Control [20:08] The Carlyle Take-Private Story [27:23] Screening Deals and Cutting Costs Fast [32:02] Reading a Seller's True Motivation [35:29] Winning FMC Under Canadian Rules [42:10] Beating TPG for GlobeOp [45:22] The Leverage Ceiling and Debt Paydown [49:06] Topping Vista for Blue Prism [53:17] Walking Away From a Lying Seller [54:23] Diligence Speed and Trust But Verify [54:58] Valuations and Capital Abundance
It is already changing how firms conduct research, construct portfolios, manage risk, and make investment decisions. In this special compilation episode, we bring together three perspectives from across public markets, hedge funds and private markets, to explore how AI is transforming investment management today and where it may lead tomorrow. Andrew Veglio, founder and CEO of Vantage Investment Management, examines where AI sits in the evolution of technologies and argues the end game is replacement not improvement of much of what we, as investors, do. Kristian West, Head of Investment Platform at J.P. Morgan Asset Management discusses how they are embedding AI across their global investment platform, sharpening research, investment process and execution. Then Lucia Soares, Chief Information Officer and Head of Tech Transformation, shares how Carlyle is using AI to accelerate decision-making, improve portfolio and risk management, and create value across its portfolio companies. Together, they discuss AI's impact on alpha generation, research, trading, portfolio construction, productivity, and the implications for the role of human judgement in our investing world. The Money Maze Podcast is kindly sponsored by J.P. Morgan Asset Management*, IFM Investors, World Gold Council and LSEG.*During the episode we cite J.P. Morgan Asset Management as Europe's leading active ETF provider by assets under management. This is sourced from J.P. Morgan Asset management and Bloomberg, data as of 30 March 2026.
TJ starts this Friday program talking about Pre-season football, then gets a mouthful from Carlyle bursting his bubble. Then tripping in the house, TJ and Gaba go back and forth on this issue. Lastly Merritt Allen joins TJ to talk about the USS Abraham Lincoln which is in the Gulf. All this and more on News Radio KKOB See omnystudio.com/listener for privacy information.
David Rubenstein, co-founder and co-chairman of the Carlyle Group, one of the world's largest private equity firms, was the first person in his family to go to college. Born to blue-collar parents in Baltimore, Maryland, he didn't set out to be an investor. “I was always interested in politics,” Rubenstein tells Sanil Rajput, MBA '26, in a conversation recorded live at Stanford Graduate School of Business. Though he got his JD from the University of Chicago, “I wasn't really interested in the law, and the law wasn't interested in me,” he says.A roundabout series of events resulted in a job advising Jimmy Carter; that role, in turn — and the abrupt end of it when Carter lost the presidency to Ronald Reagan in 1980 — would eventually lead him to private equity.“I struggled for a while to get a job,” Rubenstein recalls. “Because when you're out of power in Washington, you're a dead man.” After reading that a former Treasury secretary had turned $1 million into $80 million in 18 months on something called a leveraged buyout, Rubenstein co-founded Carlyle in 1987. “‘When you're getting kicked out of town, get out in front and pretend you're leading a parade,'” he says, quoting former Illinois Senator Everett Dirksen. “What does that mean? It means take advantage of the situation you find yourself in. If you're getting kicked out of town, say you're leading a parade. If you're in Washington, D.C., say you understand companies heavily affected by the federal government better than the guys in New York do.” Today, Carlyle manages several hundred billion dollars and has offices in more than 30 countries. Rubenstein has since become a prolific philanthropist, interviewer, and as of 2024, owner of the Baltimore Orioles.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
“Obituaries are about life, about the lives that people have lived. Death only figures in one sentence.” — Sam Roberts This is, remarkably, episode 3,000 of Keen On America — three thousand conversations since the show launched on TechCrunch in 2010. Fitting, then, that today's guest has written nearly 1,500 obituaries for the New York Times. Sam Roberts is a reporter on the Times' obituaries desk and has a new book about the art of the obit entitled Are They Dead Yet? We recorded this a week before airtime, so I began by asking who's going to die in the interim. He wasn't sure — but noted that the Times keeps 2,000 advance obituaries ready. There are, he added, never enough. Beware, though, the Rockefeller curse. Roberts wrote David Rockefeller's advance obituary, whereupon he learned that three other Times reporters had written Rockefeller advance obits — and all three were dead. (Rockefeller made it to 101.) Borrowing from Citizen Kane, Roberts hunts for the Rosebud moment, the epiphany that defines a life. He hunts for the soul of the subject, not the résumé. Hence his cheerful paradox that obituaries are about life, whereas death only figures in one sentence. As for famous last words, he's a skeptic — most were composed later by better writers. The real ones, he suspects, are “help,” or “get me a drink.” And the obituarist's own Rosebud moment? We have to go back to Brooklyn when he was a six-year-old boy. His father walked him to the corner to watch the Rosenberg funeral procession pass. “I want you to see history as it's happening,” he explained. Half a century later, Roberts got David Greenglass to admit he had lied about the testimony that sent his own sister, Ethel Rosenberg, to the electric chair. From the Times' Portraits of Grief after 9/11, Roberts learned the book's deepest lesson. There are no ordinary lives. Who would you miss more — your mayor or your mailman? Or maybe your obit writer (or even your podcaster)? Sam promised that if he died before airtime, he'd call. The phone hasn't rung. I'm still going too. On to episode 3,001. Five Takeaways • 2,000 Obits, Never Enough. The Times keeps some 2,000 advance obituaries on file, regularly updated — and people still surprise the desk (and presumably themselves) by dying unexpectedly. Print once had a deadline or two a day; now there's a deadline every minute. The occupational hazards are real: three Times reporters wrote advance obits of David Rockefeller and predeceased him — Roberts, the fourth, survived to see his run when Rockefeller died at 101. And the genre changes its readers: “no man who has seen his own obit is ever the same again.” Alfred Nobel, mistakenly obituarized as dynamite's merchant of death, endowed the Nobel Prizes in response — proof that a premature obituary can be the most consequential document a man ever reads.• The Rosebud Method. Roberts' organizing device comes from Citizen Kane: the Rosebud moment, the epiphany — a teacher, a meeting, an accident — that changed the trajectory of a life and made it worth recording. The model, via The Economist's Ann Wroe, is the soul rather than the stenography: Wikipedia has the chronology; the obituary hunts the essence. Advance obits are never vetted by their subjects — facts checked, yes; the portrait, never — because an obituary is a news story, not a eulogy. And the form's great secret is optimism: obituaries are about life. Death gets one sentence. (Famous last words, meanwhile, are mostly posthumous fiction. The real ones: “help,” or “get me a drink.”)• Giuliani, Trump, Epstein. The hardest working file on Roberts' desk: Rudy Giuliani — aggressive prosecutor, the mayor who proved New York governable, then a bitter Trump apologist indicted under the same statutes he once used on mobsters. How do you compress that into a lead paragraph? Andrew's suggestion — a narrative of somebody who had a soul and then sold it — requires Shakespeare; Roberts insists on newspaper objectivity, omitting nothing and editorializing never. The Trump obituary already exists (its subject, Roberts guesses, would sue). And context keeps moving after death: Bush the defeated loser became Bush the elder statesman; Epstein's reputation kept falling posthumously. Of the 150,000 people who die each day, three or four make the Times.• The Rosenberg Rosebud. Roberts' own epiphany arrived at age six, on a Brooklyn street corner where his father took him to watch the Rosenberg funeral procession: “I want you to see history as it's happening.” His family otherwise met death with denial — six months after his father died, an aunt asked how Arthur was doing could only answer “so-so.” The Rosenberg thread ran through his whole career: decades later, for his book The Brother, David Greenglass admitted to Roberts that he had lied about the most incriminating testimony against his sister Ethel — evidence that, truthfully given, would likely have spared her the electric chair. When Roberts assigned graduate students to write his own advance obituary, none of them led with that. He would.• No Ordinary Lives. From Portraits of Grief — the Times' profiles of virtually every victim of the World Trade Center attack — Roberts drew the book's central lesson: there are no ordinary lives. Who would you miss more, your mayor or your mailman? Carlyle asked whether history belongs to Hannibal or to the anonymous man who invented the spade. The desk has honored the principle in both directions: a front-page obituary for Hercule Poirot (the most famous Belgian, as Andrew noted), and a Jesus of Nazareth obituary written as the Times would have run it in AD 33 — ending, for lack of further confirmation, with the report that he was buried and his body disappeared. No beat generates more reader feedback. “As long as they're reading it, I'm happy.” About the Guest Sam Roberts is a fifty-year veteran of New York journalism, an obituaries reporter and former Urban Affairs correspondent at the New York Times, and the host of the Times' “Close Up,” which he inaugurated in 1992. His many books include The Brother, Grand Central, A History of New York in 101 Objects, and Only in New York. A history adviser to Federal Hall, he lives in New York with his wife and two sons. Are They Dead Yet? The Art of the Obit (Bloomsbury, August 11, 2026) draws on the nearly 1,500 obituaries he has written for the Times. References: • Are They Dead Yet? The Art of the Obit by Sam Roberts (Bloomsbury, August 11, 2026). Carl Hiaasen: “Mordantly wonderful.” Roz Chast: “I almost died laughing.”• The Brother by Sam Roberts — in which David Greenglass admitted lying about the testimony that sent his sister, Ethel Rosenberg, to the electric chair.•...
Neoborn Caveman delivers a marble-mouthed pro-humanity hour, opening on the AI datacenters built to predict and contain rather than serve and the lockdowns that were never overreach but something more sinister, taking the title question to Cardiff professor Ronald Eccles and the nasal cycle that rests one nostril while the other filters and warms the air no mouth can, moving into the dementia the WHO now announces as inevitable while the Lancet Commission leaves nearly half of all cases preventable by anyone who can afford it, weighing the eighty-two-year-old run over on a Publix crosswalk and still reported “allegedly killed” in the most surveilled country on Earth against the algorithmic governance such events are built to sell, and closing on Spain's opened borders, the five-drug prescriptions that shorten the lives they manage for the equity firm that owns the pharmacy, and the one sovereignty no system can predict, surveil, or medicate away: the person who still matters to someone.Music guests: DAV-EL, Big Sexy, Van Hechter, Carlyle, Inoxidables00:00:00 Segment 100:08:02 DAV-EL – Lost In Your Love00:11:30 Segment 200:20:30 Big Sexy – This City Knows My Face00:24:20 Segment 300:42:59 Van Hechter – Boy Problems00:47:21 Segment 400:56:31 Carlyle – Without the Weed01:00:00 Segment 501:08:27 Inoxidables – SirenaKey TakeawaysThe AI datacenters multiplying across the country were never built to hand you a chatbot; they were built to predict you and keep you home when you are judged unfit for the street.The lockdowns were not overreach, and calling them overreach is how the more sinister thing keeps its name clean.The nose runs a nasal cycle nobody taught you, one nostril working while the other rests, warming and filtering the air your mouth never could.The clogged nostril in a cold is doing its job, heating the passage to drive the virus out, so the body is smarter than the medicine sold against it.Walking will not save you from dementia, and the WHO does not predict the coming epidemic so much as announce it.Nearly half of dementia cases are theoretically preventable, but the prevention costs money, so health becomes another thing only the rich can afford.When the antique libraries are chopped up and scanned and the past is erased, a person with no roots has no agency; know your past or float.America, not China, is the open air prison, and a grandmother run down in broad daylight on a surveilled crosswalk is not an accident the system wants solved.Manufactured events train the masses to beg for algorithmic governance, and freedom, liberty and sovereignty are inherently against any algorithmic system, fascism and communism included.A country without enforced borders is not a country, and the pharmaceutical industry serves the equity firm that owns it, not the elderly it medicates to death.Sound Bites“America is only designed to satisfy the hunger, wormholes, black holes of the warhawks”“You have a communist nostril! Free! There is nothing free in America! You have to pay for that!”“those small particles, tiny, tiny, tiny shit pieces, are already in your nose, not your own shit pieces, but somebody other's shit pieces.”“I think this is the reason why politicians are so dumb, because they don't walk. They always use cars.”“If you don't breath, you won't be demented. You won't be alive for so long.”“how can you be allegedly killed? I mean, you are dead or not.”“America is the open air prison.”“I know reading is bad, I know, because if reading was good more people would do that.”“older individuals have 100% death rate. By the way, this equals with the 100% death rate in younger individuals.”Join the tea house at patreon.com/theneoborncavemanshow, free to enter, real talk, lives, no ads, no algorithms.Keywords: nose, nasal cycle, Ronald Eccles, AI datacenters, surveillance, dementia, Malthusians, WHO, FINGER study, Alzheimer's, sovereignty, open air prison, algorithmic governance, polypharmacy, pharmaceutical industryHumanity centered satirical takes on the world & news + music - with a marble mouthed host.Free speech marinated in comedy.Supporting Purple Rabbits.Viva los Conejos Morados. Hosted on Acast. See acast.com/privacy for more information.
Seattle Mayor Katie Wilson continues to navigate the controversy around the dismissal of Shon Barnes. The Mariners traded away beloved pitcher Luis Castillo. // LongForm: GUEST: Former State Sen. Reuven Carlyle says Katie Wilson is already at a tipping point in her term. // Quick Hit:Another loss: Judge rejects Attorney General Nick Brown’s Medicaid work rules lawsuit.
Apprendre à investir en bourse ➡️ https://www.rachelfinance.com/weinvest/youtube (We Invest)
For three decades, most of Wall Street has treated energy and commodities as a rounding error, or as a small slice of the portfolio rather than the physical foundation everything else runs on. But in mid-2026, with the Strait of Hormuz disrupted, tankers burning in the Red and Black Seas, and nearly half of Russia's refining capacity knocked offline, that complacency is being tested in real time. The noise around increasing crude oil prices is loud, but this week's guest argues that the signal beneath it – the decline of refined products like diesel and jet fuel – is already sounding the alarm bells of a world in crisis. In this episode, Nate is joined by Jeff Currie for a wide-boundary look at what happens when the buffers that have suppressed energy price signals for fifty years finally run dry. Using his decades of experience as a former commodity strategist at Goldman Sachs and as a current senior advisor at The Carlyle Group, Jeff walks through why the "crack spread" between crude and refined products just hit its highest level in three decades. He also describes why draining strategic reserves is, in actuality, simply a bet that scarcity can be avoided rather than solved – in Currie's eyes, the West's refusal to admit scarcity since the 70s has left it structurally unprepared, particularly compared to China's security-driven build-out of nuclear, solar, and battery capacity. He also lays out the "Grand Bargain" underlying the postwar dollar system, wherein the U.S. protects global sea lanes in exchange for global trade running through New York. Jeff explains why a failure to reopen the Strait of Hormuz could unravel this arrangement, bringing forward consequences that would land hardest on middle-class Americans' access to credit and consumption. Is the world entering a new commodity supercycle driven by scarcity and deglobalization, or is the market going to keep shrugging off these shocks? What might it mean for ordinary people if the credit and dollar system that has funded American consumption for eighty years starts to break down? And if, as Jeff argues, we are only in "the foothills of the Himalayas," how much higher does this climb go before societies are forced to reckon with the physical limits behind the price signals? (Conversation recorded on July 23rd, 2026) About Jeff Currie: Jeff Currie is the Chief Strategy Officer at Altis Partners. Previously, Jeff served as Chief Strategy Officer of Energy Pathways at Carlyle and currently serves as a Senior Advisor to the firm. Jeff's analysis focuses on the energy and commodity markets and the supply chain central to an energy transition. Jeff is the former Global Head of Commodities Research at Goldman Sachs, where he helped to build their commodities business. During his nearly three decades at the firm, he became one of the leading commodity market strategists on Wall Street, known for advising clients through the commodity "super cycle" of the 2000s, the shale supply shock of the 2010s, and most recently the twin shocks of the pandemic and the Russia-Ukraine war. Show Notes and More Watch this video episode on YouTube Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie. --- Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Hylo channel and connect with other listeners
1 · SummaryPart 2 of 2. Part 1 laid out the bet: a fund built only for Indian consumer brands, back when the idea sounded absurd, and the anti-power-law machine Kanwal Singh built to make it work. This half is the person. The near-decade at Hindustan Lever that gave him his love of consumer, the Intel years, and the Paper Boat conviction that taught him to back the founder over the idea. Then the man himself: parents who came to India as refugees from Pakistan, a father who kept collecting degrees while feeding the family, the coach he started seeing in his sixties and what separates coaching from therapy, and how he reads a founder by meeting their family. He turned down twice the money he could have raised. He rates his life a 10.2 · Chapters0:00 Part 2 intro 1:22 The Hindustan Lever decade that started it all 2:25 Intel Inside, and bringing the inside out 4:22 The Paper Boat conviction: backing the founder 6:38 What he adds as Fireside's "CEO," and value of good 17:53 Capping the fund: turning down 2x the money 20:24 Hiring: read the person, meet the family 27:01 Refugees, and a father who never stopped studying 30:39 Three words, and a 100%-locked calendar 33:30 Motivating through the down days 34:51 The coach, and coaching vs therapy 43:40 How he learns, and consumer vs tech founders 51:27 Rating his life a 10, and success redefined 52:47 Cotswolds, golf, and the empty nest refilled3 · Pull-quotes[17:56] "I could have raised 2x of this. Genuinely, we could have raised 2x of this."[23:55] "You cannot build to sell. You build for sustenance, you build for good."[27:04] "Both my parents were refugees from Pakistan."[51:34] "A 10." (asked how happy he is with his life)4 · Frameworks & mental modelsFounder assessment through the family: read a founder by their story and support system, often over a meal with their spouse, on the belief that no one survives a decade-long build without one.Build for sustenance, not to sell: the best businesses are bought, not sold; you build for the long run and treat a sale as a business decision along the way.Value of good ("do good to do well"): founder first, planet first, one Fireside, with goodness as the foundation of doing well.Coaching vs therapy: therapy addresses a medical issue; coaching is vulnerability and honesty in a business context, and only works once you have the self-awareness to accept there's a problem.This episode was produced by Rohin Dharmakumar and mixed and mastered by Rajiv CN.Write to us at fp@the-ken.com with your feedback, suggestions, and guests you would want to see on First Principles.If you enjoyed this episode, please help us spread the word by sharing and gifting it to your friends and family.
What if the infinite shelf of e-commerce hasn't made customers more confident, but has instead created a new kind of friction: the paralysis of endless choice?Agility requires brands to shift their focus from simply providing more options to actively helping customers navigate them.Today, we're going to talk about:- Understanding the modern customer journey when discovery is no longer the primary problem.- Building value as a "decision layer" that sits on top of commerce, rather than competing with it.- Using AI not just for personalization, but for simplification and decision support.To help me discuss this topic, I'd like to welcome, Dan Bennett, CMO, and Alexandra Seaman, Co-Founder and SVP at Furniture.com.About Dan BennettDan Bennett is Chief Marketing Officer and founding team member at Furniture.com, where he's reshaping furniture retail through AI, data, and an open marketplace model. Since 2022, Dan has helped scale the company to 80+ employees across two offices, connecting millions of shoppers with hundreds of brands. Before Furniture.com, he was CMO at Packable, a Carlyle-backed e-commerce platform that grew into Amazon's largest third-party marketplace partner and reached a $2 billion valuation. Earlier, Dan spent over a decade leading digital and brand strategy at McCann and Grey, driving growth for global names like P&G, Facebook, Microsoft, and Nike. Dan brings a focus on clear priorities, fast execution, and building teams that fuel sustainable growth.Dan Bennett on LinkedIn: https://www.linkedin.com/in/bennettdaniel/About Alexandra SeamanAlex Seaman is Co-Founder and SVP at Furniture.com, where she leads strategy and partnerships for a fast-growing furniture shopping platform redefining how people discover and buy furniture. Since launch, she has expanded the platform to more than 70 participating retailers and earned recognition as one of Furniture Today's “40 Under 40.”---------- Resources ----------Furniture.com: https://www.furniture.comThe Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fChaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other generative AI tools, Chaser is the only platform that brings AI-powered project management into Slack, where teams already work. Chaser is based in Toronto, Canada. Learn more at trychaser.com.The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716baCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.comThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.
How can boutique consultancies scale, diversify, and prepare for exit without losing the culture that made them successful?In this episode, Professor Joe O'Mahoney speaks with Martin Mehalchin, a former Lenati leader who helped build the Seattle-based customer strategy and experience design firm into a nationally recognised consultancy before its 2018 merger with PK. Martin reflects on the growth journey from a locally anchored boutique to a broader North American player, including the role of clear positioning in customer experience, the importance of client diversification, and the value of developing a more productised niche around loyalty.The conversation explores how Lenati's employee-first culture supported client retention, internal promotion, and low churn. Martin also discusses the firm's PE-backed acquisition, why the fit with PK and Carlyle worked, and how a careful approach to integration helped preserve momentum. The episode closes with Martin's view on AI in consulting, especially its impact on junior roles and why firms should build AI capability through experimentation rather than top-down mandates.In this episode you will learn:Why clear specialist positioning can drive both sales and talent attractionHow Lenati reduced dependence on Microsoft by building new verticalsHow employee-first cultures can support client outcomes and firm valueWhat made the PK and Carlyle acquisition a positive experienceHow boutique firms should approach AI through team-led experimentationChapters:(00:00) Introduction(07:22) Building an Employee-First Consulting Culture(09:00) Scaling From Local to National(13:00) Turning Local Case Studies Into National Growth(19:10) Low Churn and Promoting From Within(20:55) Choosing a PE-Backed Acquisition(24:50) What Made the Private Equity Experience Work(29:30) Lessons Learned From Growth and Exit(33:50) Keeping the Fundamentals While Adopting AI(35:15) Final ThoughtsFollow Martin on LinkedIn:https://www.linkedin.com/in/mehalchin Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe's Website:https://www.equitysherpa.comSend us Fan MailProf. Joe O'Mahoney helps boutique consultancies scale and exit. Follow Joe on LinkedIn:https://www.linkedin.com/in/joeomahoney/Follow Joe on Twitter:https://twitter.com/joeomahoneyVisit Joe's Website:https://www.equitysherpa.com
How will Carlyle's massive €7.7 billion acquisition of BASF's automotive and industrial coatings division reshape the global coatings landscape—and what does it mean for smaller market players? In the latest episode of the European Coatings Podcast, host Yeray Arauco sits down with private equity and M&S expert Alex Comanita to dissect the ramifications of this landmark transaction.
What if the infinite shelf of e-commerce hasn't made customers more confident, but has instead created a new kind of friction: the paralysis of endless choice?Agility requires brands to shift their focus from simply providing more options to actively helping customers navigate them.Today, we're going to talk about:- Understanding the modern customer journey when discovery is no longer the primary problem.- Building value as a "decision layer" that sits on top of commerce, rather than competing with it.- Using AI not just for personalization, but for simplification and decision support.To help me discuss this topic, I'd like to welcome, Dan Bennett, CMO, and Alexandra Seaman, Co-Founder and SVP at Furniture.com.About Dan BennettDan Bennett is Chief Marketing Officer and founding team member at Furniture.com, where he's reshaping furniture retail through AI, data, and an open marketplace model. Since 2022, Dan has helped scale the company to 80+ employees across two offices, connecting millions of shoppers with hundreds of brands. Before Furniture.com, he was CMO at Packable, a Carlyle-backed e-commerce platform that grew into Amazon's largest third-party marketplace partner and reached a $2 billion valuation. Earlier, Dan spent over a decade leading digital and brand strategy at McCann and Grey, driving growth for global names like P&G, Facebook, Microsoft, and Nike. Dan brings a focus on clear priorities, fast execution, and building teams that fuel sustainable growth.Dan Bennett on LinkedIn: https://www.linkedin.com/in/bennettdaniel/About Alexandra SeamanAlex Seaman is Co-Founder and SVP at Furniture.com, where she leads strategy and partnerships for a fast-growing furniture shopping platform redefining how people discover and buy furniture. Since launch, she has expanded the platform to more than 70 participating retailers and earned recognition as one of Furniture Today's “40 Under 40.”---------- Resources ----------Furniture.com: https://www.furniture.comThe Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fChaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other generative AI tools, Chaser is the only platform that brings AI-powered project management into Slack, where teams already work. Chaser is based in Toronto, Canada. Learn more at trychaser.com.The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716baCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.comThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.
As America marks its 250th anniversary, there's no better time to ask: what has kept this nation standing? Elizabeth Carlyle's answer is simple — prayer. Elizabeth learned that at age eleven, when her father suffered a heart attack and was rushed away in an ambulance. She rode her bike to the end of the street, watched it go by, and prayed. He survived. And fifty years later, she still prays every time she hears a siren. That moment became the foundation of a life built on the belief that prayer isn't a last resort — it's the first and most powerful thing you can do. Elizabeth is an author, attorney, and Bible study teacher, and the CEO of First Freedom Art Company — the stewards of Arnold Freeberg's famous painting of George Washington, Prayer at Valley Forge. It's also the cover of her book Americans Who Pray: Uniting a Nation in Faith and Freedom, released in honor of America's 250th anniversary. In this conversation, she shares the stories behind gathering prayers from founding fathers, presidents, and current leaders — including Ben Carson, Tim Tebow, and June Hunt — and what she learned about prayer along the way. This is an encouraging conversation on the importance of prayer in the Christian life and in the history of our country as we celebrate America's 250th anniversary. Subscribe to the podcast and tune in each week as Haley and Dustin share with you what the Bible says about real-life issues with compassion, warmth, and wit. So you have every reason for hope, for every challenge in life. Because hope means everything. Hope Talks is a podcast of the ministry of Hope for the Heart. Elizabeth Carlyle Resources Get Elizabeth's book, Americans Who Pray: https://tinyurl.com/2889mtdz Learn more about Elizabeth Carlyle & First Freedom Art: https://www.firstfreedomart.com/ Hope for the Heart resources Connect with Hope for the Heart on social! Facebook: https://www.facebook.com/hopefortheheart Instagram: https://www.instagram.com/hopefortheheart Learn more about the ministry and resources of Hope for the Heart: https://www.hopefortheheart.org/ Learn more about Hope Talks and catch up on past episodes: https://www.hopefortheheart.org/hopetalks/ Want to talk with June Hunt on Hope in the Night about a difficult life issue? Schedule a time here: https://resource.hopefortheheart.org/talk-with-june-hope-in-the-night God's plan for you: https://www.hopefortheheart.org/gods-plan-for-you Give to the ministry of Hope for the Heart: https://hopefortheheart.donorsupport.co/page/hope-talks -------------- Bible verses mentioned in this episode Philippians 4:6: "Do not be anxious about anything, but in every situation, by prayer and petition, with thanksgiving, present your requests to God." John 3:16: "For God so loved the world that he gave his one and only Son, that whoever believes in him shall not perish but have eternal life." Matthew 6:9: "This, then, is how you should pray: 'Our Father in heaven, hallowed be your name.”
Michael Santoli and Sara Eisen kicked off the hour with the state of stocks following Fed Chairman Warsh's hawkish press conference - and more on the key tech stories of the day, from Apple's price hike warning to a new partnership sending Intel shares surging. Plus: oil prices falling as the U.S. and Iran sign a preliminary cease-fire deal, hear one energy market veteran break down the move and what could come next... along with more on how the Knick's win could be a big opportunity for MSG shareholders as the team's blockbuster celebration parade shuts down lower Manhattan. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
bto - beyond the obvious 2.0 - der neue Ökonomie-Podcast von Dr. Daniel Stelter
Im April 2005 nannte der damalige SPD-Chef Franz Müntefering Finanzinvestoren „Heuschrecken" – auf der internen SPD-Liste standen elf Namen: KKR, Apax, Goldman Sachs, BC Partners, Carlyle, Permira, Blackstone, CVC, Advent, Saban und WCM. Münteferings Lehrstück war die Grohe AG. Einundzwanzig Jahre später ist Grohe globaler Marktführer im Sanitärbereich, Hauptsitz Düsseldorf, mehrere tausend Beschäftigte. Bei Grohe ist die Heuschrecke zu einem Aufbauhelfer geworden.Im Juni 2026 fand in Berlin die SuperReturn International statt – das weltgrößte Branchentreffen mit über 6.000 Investoren aus 80 Ländern und rund 50 Billionen Dollar Anlagevermögen. Die deutsche Realität dazu: Jedes vierte Startup erwägt laut Digitalwirtschaftsverband Bitkom, das Land zu verlassen, weil es hier keine Wachstumsfinanzierung findet. Über 75 Prozent des Wagniskapitals im ersten Quartal 2026 kamen aus dem Ausland. 2,8 Billionen Euro Anlagekapital liegen in deutschen Versicherungen, Pensionskassen und Stiftungen. 14 Milliarden Euro davon könnten jährlich in deutsche Wachstumsunternehmen fließen – wenn die Regeln passen würden. Die deutsche Wachstumsfrage ist eine deutsche Kapitalfrage.Daniel Stelter spricht darüber mit Ulrike Hinrichs, Hauptgeschäftsführerin des Bundesverbandes Beteiligungskapital (BVK), der sich selbst als Stimme der Venture-Capital- und Private-Equity-Branche in Deutschland bezeichnet.Hinweis ABSTURZ – So retten wir Deutschland: das neue Buch von Daniel Stelter. Jetzt überall, wo es Bücher gibt. Auch bestellbar bei Thalia, Amazon, geniallokal.HörerserviceBitkom Startup-Report 2025: https://tinyurl.com/bddhdt3j Bitkom-Befragung 2026 Kapitalmangel treibt Startups ins Ausland: https://tinyurl.com/2s4c84ta KfW Venture-Capital-Dashboard KfW-Report: 1,7 Miliarden Euro VC-Kapital in Q1/26: https://tinyurl.com/yntpnk6n beyond the obvious – Neue Analysen, Kommentare und Einschätzungen zur Wirtschafts- und Finanzlage finden Sie unter think-bto.com.Newsletter – Den monatlichen bto-Newsletter abonnieren Sie hier.Redaktionskontakt – Wir freuen uns über Ihre Meinungen, Anregungen und Kritik unter podcast@think-bto.com.Handelsblatt – Ein exklusives Angebot für alle „bto – beyond the obvious – featured by Handelsblatt”-Hörer*innen: Testen Sie Handelsblatt Premium 4 Wochen lang für 1 Euro und bleiben Sie zur aktuellen Wirtschafts- und Finanzlage informiert. Mehr erfahren Sie unter: https://handelsblatt.com/mehrperspektiven Werbepartner – Das Angebot von Allianz Trade finden Sie unter: allianz-trade.de/bto.Weitere Informationen zu den Angeboten unserer aktuellen Werbepartner finden Sie hier. Hosted on Acast. See acast.com/privacy for more information.
When real and internal maps come up short, and the path ahead is uncertain, how do we find our way? In her new book “Climate Wayfinding," Dr. Katharine Wilkinson (co-founder of the All We Can Save Project) offers a compassionate and empowering guide for navigating through ache to action, doubt to possibility. Whether we're steeped in climate or newly curious, we can look inward with care, outward with curiosity, and forward with courage to shape our unique contributions to healing the planet we call home. In Florida, social media star Uncle Pappy blends his unique mix of philosophy, humor, and love of nature into his own brand of inspirational messages. “I feel a moral imperative to nature to try to remind people of how incredible it is, and at the same time, I feel a moral imperative to people to remind them of how incredible nature is.” Guests: Katharine Wilkinson, Author, “Climate Wayfinding;” Co-founder & Executive Director, The All We Can Save Project Blair Carlyle (aka Uncle Pappy), Instagram influencer; Law student For show notes, transcript, and related links, visit https://www.climateone.org/podcasts Highlights: 00:00 – Intro 04:15 – Katharine Wilkinson's climate journey 10:45 – Climate is big, global, multifaceted, yet impacts are close and intimate 17:45 – How to transform overwhelming grief into power, joy, and meaning 21:00 – Answering the question, “What can I do?” 29:15 – Reading of the poem “Equinox" by Tamiko Byer 33:00 – How Blair Carlyle, aka Uncle Pappy, pivoted to environmental subjects 36:15 – Carlyle's Connection to the outdoors 40:00 – “Pappy is the realest version of me, the version I aspire to be” 45:00 – Carlyle on reaching people of all political beliefs, regardless of their climate views 53:30 – Climate One More Thing ********** Support Climate One by going ad-free! By subscribing to Climate One on Patreon, you'll receive exclusive access to all future episodes free of ads, opportunities to connect with fellow Climate One listeners, and access to the Climate One Discord. Sign up today at patreon.com/ClimateOne. Ad sales by Multitude. Contact them for ad inquiries at multitude.productions/ads Learn more about your ad choices. Visit megaphone.fm/adchoices
When real and internal maps come up short, and the path ahead is uncertain, how do we find our way? In her new book “Climate Wayfinding,” Dr. Katharine Wilkinson (co-founder of the All We Can Save Project) offers a compassionate and empowering guide for navigating through ache to action, doubt to possibility. Whether we're steeped in climate or newly curious, we can look inward with care, outward with curiosity, and forward with courage to shape our unique contributions to healing the planet we call home. In Florida, social media star Uncle Pappy blends his unique mix of philosophy, humor, and love of nature into his own brand of inspirational messages. “I feel a moral imperative to nature to try to remind people of how incredible it is, and at the same time, I feel a moral imperative to people to remind them of how incredible nature is.” Guests: Katharine Wilkinson, Author, “Climate Wayfinding;” Co-founder & Executive Director, The All We Can Save Project Blair Carlyle (aka Uncle Pappy), Instagram influencer; Law student For show notes, transcript, and related links, visit https://www.climateone.org/podcasts Highlights: 00:00 – Intro 04:15 – Katharine Wilkinson's climate journey 10:45 – Climate is big, global, multifaceted, yet impacts are close and intimate 17:45 – How to transform overwhelming grief into power, joy, and meaning 21:00 – Answering the question, “What can I do?” 29:15 – Reading of the poem “Equinox" by Tamiko Byer 33:00 – How Blair Carlyle, aka Uncle Pappy, pivoted to environmental subjects 36:15 – Carlyle's Connection to the outdoors 40:00 – “Pappy is the realest version of me, the version I aspire to be” 45:00 – Carlyle on reaching people of all political beliefs, regardless of their climate views 53:30 – Climate One More Thing ********** Support Climate One by going ad-free! By subscribing to Climate One on Patreon, you'll receive exclusive access to all future episodes free of ads, opportunities to connect with fellow Climate One listeners, and access to the Climate One Discord. Sign up today at patreon.com/ClimateOne. Ad sales by Multitude. Contact them for ad inquiries at multitude.productions/ads Learn more about your ad choices. Visit megaphone.fm/adchoices
It's Casual Friday on The Majority Report On today's program: Carlyle's Chief Strategy Officer of Energy Pathways, Jeff Currie says U.S. oil reserves will run empty somewhere in the July 4th period. The CFO at household appliance manufacturer Whirlpool says that they haven't seen demand this low since the 2008 great recession. As oil and gas prices soar and the economy continues careen towards a recession Trump tells America that it's worth it because now Iran won't have the nuclear weapon that they've two weeks away from developing for the last 47 years. Heather 'Digby' Parton, friend of the show and contributing writer at Salon, joins the show to recap the week that was. In the Fun Half: Red state republicans are working hard, successfully, to disempower black voters. The Republican party - through the big, beautiful bill - have forced millions of Americans off of Medicaid. Secretary of Transportation Sean Duffy has spent the last 7 months filming a reality TV show as planes fall from the sky. Pete Hegseth makes a case that the $1.5 trillion-dollar military budget will be used efficiently and not involve payouts to fat cat CEO's Zohran Mamdani shows what it means to be a real leader in his press conference announcing $31 million in fines for a negligent slum lord in the Bronx. Ben Shapiro is desperate for a ratings boost as he tries to throw himself into the Candace Owens - Erika Kirk beef. All that and more. To connect and organize with your local ICE rapid response team visit ICERRT.com The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AMQuickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: AURA FRAMES: Exclusive $25-off Carver Mat at https://on.auraframes.com/MAJORITY. Promo Code MAJORITY SUNSET LAKE CBD: Now through May 11th, you can save 35% on all CBD and THC Gummies when you use code Mom26 at SunsetLakeCBD.com Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech On Instagram: @MrBryanVokey Check out Matt's show, Left Reckoning, on YouTube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.
Irán estudia la propuesta de paz de EEUU mientras Donald Trump se muestra optimista sobre la marcha de las negociaciones. Los inventarios de petróleo y de combustibles en EEUU podrían llegar a niveles críticos el próximo 4 de julio, según advierte Carlyle. La Confederación Española de Transporte de Mercancías rechaza la propuesta de Seopan de implantar un sistema de peajes por uso de las carreteras.
Welcome to another edition of Carlyle Live: The Carlyle International Elementary School Media Club Podcast. This podcast, produced by Dan Laxer, features students from Carlyle International Elementary School in TMR. On this episode, the students chat with Lorraine Carpenter and Tim Salhany of Cult MTL and Content Creator Arielle Wizman.
As warmer weather approaches, many of us are heading to coast. Make sure Daphne in Astoria is on your list of to-dos. Here's our conversation with Jake Martin from last November. Original Post: Jake Martin began his culinary journey at 15, washing dishes in Northern California before moving sight unseen to Seattle in 1999. There, he taught himself the craft, working his way up through kitchens like Union and Maria Hines' Tilth. He moved to Portland in 2007, eventually running acclaimed restaurants Carlyle and Fenouil. This success was followed by a period of intense personal and professional difficulty, including high-profile restaurant closures, a severe depression, and a series of unfulfilling jobs that left him feeling burnt out and disconnected from the food he wanted to cook. After hitting a low point, his partner, Silqet, urged him to stop working for others and create his own vision. With her support and help from the Small Business Development Center, he wrote a business plan and secured a loan to open their new restaurant, Daphne, in Astoria. Today, his focus is hyper-local, sourcing nearly all ingredients from within a 75-mile radius. He champions a philosophy of simplicity, letting high-quality ingredients speak for themselves, and aims to educate the community on the exceptional produce, meats, and seafood their own region provides. www.daphneastoria.com @restaurant.daphne Right at the Fork is made possible by: Zupan's Markets: www.zupans.com RingSide SteakHouse: www.RingSideSteakhouse.com Portland Food Adventures: www.PortlandFoodAdventures.com
Liquified natural gas, or LNG, is a natural gas that has been super-cooled into a liquid so that it can be stored and shipped. It's been touted as a bridge fuel to wean the world off of fossil fuels and onto renewable energy. In December 2024, Sea Change hosts Carlyle Calhoun and Halle Parker investigated the liquified natural gas exports being built on the Gulf Coast in a series called “All Gassed Up.” And they followed those exports around the world from Louisiana to Germany to Japan. What they found was that LNG may not be a cleaner fuel after all. It releases an even more dangerous gas called methane into the atmosphere. And the export terminals are negatively impacting air and water quality for our Gulf coast communities. Today, Carlyle returns to the LNG story with Gulf States Newsroom reporter Drew Hawkins. They talk about how LNG exports are affecting your electricity bills and what the war in Iran means for this industry.What started out as a wordplay joke among friends quickly turned into one of New Orleans most popular bands. LSD Clownsystem is an LCD Soundsystem clown-themed cover band, and since launching on Halloween of 2018, has amassed a cult following with members and fans dressing up like clowns for sold out shows. In the last year they've made their music available through the New Orleans Public Library's Crescent City Sounds. And now, they're gearing up for their French Quarter Fest debut, today April 17 at 5pm on the Jack Daniels Stage.Three of the band's members, bass guitarist Ricky Ostry, singer Howe Pea and singer and percussionist Brooke Paulus, join us for more on creating an imaginative world at their performances. ___Today's episode of Louisiana Considered was hosted by Alana Schreiber. Our managing producer is Alana Schreiber. Matt Bloom and Aubry Procell are assistant producers. Our engineer is Garrett Pittman.You can listen to Louisiana Considered Monday through Friday at noon and 7 p.m. It's available on Spotify, Google Play and wherever you get your podcasts. Louisiana Considered wants to hear from you! Please fill out our pitch line to let us know what kinds of story ideas you have for our show. And while you're at it, fill out our listener survey! We want to keep bringing you the kinds of conversations you'd like to listen to.Louisiana Considered is made possible with support from our listeners. Thank you!
The Carlyle, suite envy, Coachella takes, and a vulnerable Bieber moment - this week covers it all. Stassi and Taylor kick things off with Taylor accidentally showing up in “Stassi blue,” which leads to a conversation about all the things Stassi thinks she owns, from silky pants and ranch to period pieces and the Carlyle itself. They get into Stassi's deep love of the iconic hotel, discovering a whole new tier of Carlyle rooms she now wants to stay in, and why off-season travel might be the real luxury hack. Plus, they cover Coachella's shift from carefree to content-driven, Taylor's mortifying Justin Bieber interview, why his recent performance felt more vulnerable than lazy, and the latest Alex Cooper and Alix Earle feud that has them hooked.Thanks for supporting our sponsors:Hiya: Receive 50% off your first order at hiyahealth.com/STASSI.Boll and Branch : Take off 20% sitewide plus free shipping at BollAndBranch.com/stassi with code stassi.Kindred Bravely: Right now, Kindred Bravely is offering our listeners 20% off your first order when you go to KindredBravely.com/STASSI.Wayfair: Head to Wayfair.com April 25th through the 27th to shop Way Day.Vivrelle: Go to www.vivrelle.com and apply for a membership today using referral code STASSITAY for your first month of membership FREE.Booking.com: Don't miss out on consistent bookings and global reach. Head over to Booking.com and start your listing today.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The CFO of Wells Fargo in his first interview after reporting results. Why the company decided to break out its exposure to private credit. Then the CEO of Carlyle on whether he thinks the private credit fallout is systemic after the firm's fund saw redemption requests top 15%. And Boeing reporting March orders and deliveries. We break then numbers, this hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
https://rhr.tv/stream Iran Proposes Bitcoin Oil Toll https://www.yahoo.com/news/articles/iran-wants-bitcoin-payments-oil-142809623.html + https://primal.net/e/nevent1qqs2k4fh032uxuhnmh5r7s6ra3cx4tczkhhc9tt4yuqu3xfl2juxx7skudrk5 France Repatriates Gold Reserves https://x.com/clashreport/status/2041076906280309046 Bitcoin ETF Fastest to $100B https://x.com/mtanguma/status/2041865673110962555 Square Phases Bitcoin Payments https://x.com/milessuter/status/2040154587232182565 Salvadoran Bitcoin Students Join Mempool https://primal.net/e/nevent1qqsqcfhdguz5x4hy6zhhur3f72nvjypw4an9ln7lcs0rek6cl5arxgc4rdqj5 Strike updates https://x.com/Strike/status/2041273272587686035 OpenSats 16th Nostr Grants https://opensats.org/blog/sixteenth-wave-of-nostr-grants Russia | Banks to Use State Messenger for Transaction Verification Russia's Ministry of Digital Development is drafting legislation that would require banks to confirm customer financial operations through Max, a Kremlin-controlled messaging app. In practice, instead of confirming transactions within their banking app (or via SMS), users would receive a message in the Max app and must approve the action there to complete it. The proposal applies to undefined “significant” actions, granting officials broad discretion over which financial activities require approval. This would insert state-run app verification into everyday banking. And if Max goes down, significant financial activity may stop entirely. FinancialFreedomReport.org Sprout Nostr AI Relay https://github.com/block/sprout Mesh LLM Distributed Inference https://github.com/michaelneale/mesh-llm Nunchuk CLI for AI Agents https://x.com/nunchuk_io/status/2041878908547821872 Iran Blackout Day 41 https://x.com/netblocks/status/2042140068509290961 Bitchat iOS banned in China, Bitchat android hits 3.2M installs https://primal.net/e/nevent1qqs8k3n72knrtm3nvz5vqp4cm9dctxtuc627zz8kttxvqssnl7z60mqfj4rr7 + https://primal.net/e/nevent1qqspne9a0e40ulra9uhvht6mdgad40m63w3xr6h6tuh77rsthue0nlgg66x3y Google AI Finance Global Launch https://x.com/thefox/status/2041910855479259400 03:33 - Big week 06:13 - Dashboard 08:43 - Hormuz 28:53 - France wants their gold 33:33 - BTC ETF growth 36:18 - Square update 39:23 - Hot Style Takeover 40:43 - Salvadorans join Mempool 43:48 - Strike loan update 45:28 - OpenSats 50:48 - HRF Story of the Week 53:33 - Boosts 57:28 - Software updates 1:26:23 - Carlyle redemptions 1:32:33 - S&P Shoutout to our sponsors: Coinkite https://coinkite.com/ Strike https://strike.me/ Stakwork https://stakwork.ai/ Salt of the Earth https://drinksote.com/rhr Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/marty Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/ Follow Odell: Nostr https://primal.net/odell Newsletter https://discreetlog.com/ Podcast https://citadeldispatch.com/
Last year, FAU Basketball was decimated by the portal. This year was following the same path...until now. Kanaan Carlyle WILL return for a second season and it not only changes the complexion of next year's FAU Hoops squad but also sends an early salvo at the rest of the league. Ken LaVicka breaks down all of the implications of Carlyle's decision, why it's so important, what it says about the coaching staff (and FAU) and tries to predict what's next. SUBSCRIBE to "The Florida Atlantic Voice" podcast: Spotify l Apple Podcasts Follow Ken LaVicka on social media: X - @KLVsays For sponsorship/business opportunities, e-mail klavicka84@gmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Do you like Meow Wolf? That's an interesting question TJ poses to Trujillo and Carlyle, ohhhh kay, out of left field but he's intrigued. Then UFO's and Artemis, another dumb conspiracy. Gaba has a story about a sewage spill in the Pecos, and lastly Iran's Ten Cease Fire Proposals. All this and more on News Radio KKOBSee omnystudio.com/listener for privacy information.
Today is a good day for a beer, yes today is a beer Friday, but before that hour, let's talk about what TJ talked about in hour one. First he paid up his bet at last with Carlyle, with Trujillo coming along. Unfortunately Gaba didn't go, as it was an impromptu date. Also TJ talks about the big "No KINGS rally" happening this Saturday. All this and more on News Radio KKOBSee omnystudio.com/listener for privacy information.
Carlyle's Jeff Currie says even if the Iran war stops now, surging oil prices will impact the economy for months. Databricks CEO Ali Ghodsi on his new cybersecurity product and AI disruption within the space. Plus, Anthropic and the Department of Defense head to court. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
We have moved beyond the duration discussion. The damage has been done and the oil markets will not return to the ante-bellum state any time soon if ever. What happens when financial markets - both for oil and more broadly catch up to the physical reality? Molecule Contagion as our guest for this special episode Jeff Currie of Carlyle puts in. The revenge of the old economy just got teeth and the ramifications are being discounted at best and denied at worst. What are the longer term impacts of the events in the Gulf. Accelerating decoupling, de-dollarization and a shot in the arm for the energy transition. The only safety....HALO stocks.
Dan Nathan and Guy Adami welcome Jason Thomas, Head of Global Research and Investment Strategy at Carlyle, to discuss why equities often react far less to geopolitical risk than to financial shocks, and how a “security premium” is emerging as policymakers prioritize reliable energy supplies, potentially boosting demand via stockpiling. Thomas explains how markets adapted to tariffs after an initial shock, but argues wars are harder to “end” because multiple parties must agree. They explore a richly valued dollar, limited alternatives driving central banks and investors toward gold, and why supply-chain invoicing reinforces dollar dominance. Thomas expects S&P 500 concentration—largely tied to data centers and the Mag 7—to drive diversification toward equal-weight, small/value, and “old economy” industries amid shifting energy-transition timelines and rising defense needs. They also examine AI's capex-revenue gap, hyperscaler valuation challenges from heavy infrastructure spending, and argue systemic-risk fears around private credit are overstated versus other leverage risks. Show Notes Bubbles as a Feature Not a Bug (Carlyle) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
What if the biggest friction point in your customer's journey isn't your checkout page, but the overwhelming paradox of choice you've intentionally created for them?Agility requires not just reacting to consumer behavior, but proactively re-architecting the entire purchase journey based on what the data tells you they *truly* need, even before they know it themselves.Today, we are here at eTail Palm Springs, and we're going to talk about tackling one of the biggest challenges in e-commerce: the high-consideration purchase. We'll explore how brands can move beyond simply offering endless options and instead use AI and behavioral data to create a guided, trust-based experience that actually simplifies decision-making and leads to conversion.To help me discuss this topic, I'd like to welcome Dan Bennett, CMO at Furniture.com. About Dan Bennett Dan Bennett is Chief Marketing Officer and founding team member at Furniture.com, where he's reshaping furniture retail through AI, data, and an open marketplace model. Since 2022, Dan has helped scale the company to 80+ employees across two offices, connecting millions of shoppers with hundreds of brands.Before Furniture.com, he was CMO at Packable, a Carlyle-backed e-commerce platform that grew into Amazon's largest third-party marketplace partner and reached a $2 billion valuation. Earlier, Dan spent over a decade leading digital and brand strategy at McCann and Grey, driving growth for global names like P&G, Facebook, Microsoft, and Nike.Dan brings a focus on clear priorities, fast execution, and building teams that fuel sustainable growth. Dan Bennett on LinkedIn: https://www.linkedin.com/in/bennettdaniel/ Resources Furniture.com: https://www.furniture.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Take your personal data back with Incogni! Use code AGILE at the link below and get 60% off an annual plan: https://aglbrnd.co/r/c43e68ce5cfb321e Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.
What if the biggest friction point in your customer's journey isn't your checkout page, but the overwhelming paradox of choice you've intentionally created for them? Agility requires not just reacting to consumer behavior, but proactively re-architecting the entire purchase journey based on what the data tells you they *truly* need, even before they know it themselves. Today, we are here at eTail Palm Springs, and we're going to talk about tackling one of the biggest challenges in e-commerce: the high-consideration purchase. We'll explore how brands can move beyond simply offering endless options and instead use AI and behavioral data to create a guided, trust-based experience that actually simplifies decision-making and leads to conversion. To help me discuss this topic, I'd like to welcome Dan Bennett, CMO at Furniture.com. About Dan Bennett Dan Bennett is Chief Marketing Officer and founding team member at Furniture.com, where he's reshaping furniture retail through AI, data, and an open marketplace model. Since 2022, Dan has helped scale the company to 80+ employees across two offices, connecting millions of shoppers with hundreds of brands.Before Furniture.com, he was CMO at Packable, a Carlyle-backed e-commerce platform that grew into Amazon's largest third-party marketplace partner and reached a $2 billion valuation. Earlier, Dan spent over a decade leading digital and brand strategy at McCann and Grey, driving growth for global names like P&G, Facebook, Microsoft, and Nike.Dan brings a focus on clear priorities, fast execution, and building teams that fuel sustainable growth. Dan Bennett on LinkedIn: https://www.linkedin.com/in/bennettdaniel/ Resources Furniture.com: https://www.furniture.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703 Take your personal data back with Incogni! Use code AGILE at the link below and get 60% off an annual plan: https://aglbrnd.co/r/c43e68ce5cfb321e Drive your customers to new horizons at the premier retail event of the year for Retail and Brand marketers. Learn more at CRMC 2026, June 1-3. https://aglbrnd.co/r/d15ec37a537c0d74 Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716ba Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company
Kevin survived the New York blizzard … and lived to tell the tale! Jenna and Kevin catch up FaceTime-style - from snow days in Central Park to Dianna Agron commanding the stage at Café Carlyle, and Matthew Morrison taking over for Jonathan Groff in Just in Time on Broadway. Plus, a backstage update on Kevin’s Traitors game at Spelling Bee … and yes, he reveals his role. Add in the Glee clips making the rounds, what they’ve been binge-watching, and more. For fun, exclusive content, and behind-the-scenes clips, follow us on Instagram @andthatswhatyoureallymissedpod & TikTok @thatswhatyoureallymissed!See omnystudio.com/listener for privacy information.
You don't need another “industry podcast” that talks around the work while your onsite teams carry the weight.Mike Brewer welcomes Carlyle Swafford to the Multifamily Media Network, and you immediately hear why this show matters.Carlyle built his career the hard way.He started in property management in 1990 as a maintenance tech.He worked his way through engineering, leasing, property management, regional leadership, and VP roles, and now sits as a COO.That path gives him the one thing most leadership content lacks.Credibility with the people actually doing the work.Here's the answer to what Carlyle's podcast is built to do.Multifamily Ethos exists to equip the site-based professionals and regionals who drive outcomes.Not the title-chasers.Not the “policy says so” crowd.The people who solve real problems under pressure.What does “ethos” mean in multifamily leadership?Ethos is the set of principles and practices that show up as character, integrity, and trust when the job gets messy.It's how you lead a team.It's how you make decisions when the script fails.It's how you build confidence in yourself before you ask anyone else to believe in you.Carlyle's angle is simple.Every level has challenges.Maintenance has pressure.Leasing has the race to the bottom with concessions.Managers carry the team.New regionals go from one asset to eight and realize they're not “doing the work” anymore.They're leading the people doing the work.And that transition breaks a lot of talented operators.This is where the episode hits.You can't answer residents with “corporate office said so.”You have to think.You have to choose.You have to own the outcome.And you have to learn without calling every miss a failure.Carlyle doesn't use “failure.”He calls them opportunities.That matters because language shapes identity.If your team believes one bad call means they “broke the company,” they stop making decisions.If they learn that one person can't break a company, they start building judgment.The most operator-real moment is this.Titles can become a roadblock.When a COO walks onsite, people see the title before they see the human.Carlyle wants to flatten that.Same level conversations.Same respect for every role.Different responsibilities.Same importance.Where to find Carlyle.LinkedIn: Carlyle SwaffordEmail: Carlisle.Swafford@multifamilyethos.comCall to action.Subscribe when Multifamily Ethos drops.If you lead onsite teams or regionals, this is the show that will sharpen your judgment and strengthen your people.MultifamilyCollective Blog: https://www.multifamilycollective.comThe Daily Collective Book: https://amzn.to/3YI6BDaHosted by: https://www.multifamilymedianetwork.com
The Supreme Court struck down Trump's tariffs, but the president is warning countries to not back off from trade deals. Further AI disruption could lead to another round of software destruction. Plus, Carlyle's Jeff Currie breaks down the other capex cycle quietly brewing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Scott Becker reviews the YTD performance of the largest private equity and alternative asset managers, ranking Carlyle, Apollo, Blackstone, TPG, and KKR from best to worst.
This week on the Market Maker Podcast, Anthony and Piers unpack one of the most eventful weeks in global markets and business strategy.Donald Trump nominates Kevin Warsh for Fed Chair. What does this mean for inflation, rate cut expectations, and the sharp reversal in gold and silver?Microsoft and Meta post strong earnings - but only one stock soars. Why did investors rotate out of Microsoft and into Meta, and what role does OpenAI play?Tesla announces a major strategic shift, ending Model S/X production and pivoting toward robotics and robo-taxis. Is this a bold long-term play or a risky execution challenge?Apple delivers a record-breaking quarter but faces investor hesitation amid rising costs and muted AI positioning.A deep dive into ANTA Sports' $2.2B acquisition of a 29% stake in Puma — and what it tells us about global brand strategy, China's sportswear ambitions, and geographic arbitrage.Ideal for finance professionals, students, and anyone tracking markets, tech, and M&A trends.(00:00) Fed Chair Shake-Up: Kevin Warsh Named(04:01) Big M&A Moves: Clorox, CVC, Alibaba, Carlyle(06:37) Microsoft vs Meta: A Tale of Two Earnings(09:48) Azure Growth, Copilot Struggles, OpenAI Exposure(15:12) Meta's AI Spend Pays Off(18:59) Tesla's Strategic Pivot to Robotics(24:53) CapEx Surge, Optimus, and Execution Risk(31:50) Apple's Record Quarter & AI Gaps(33:26) ANTA's Puma Deal: Global Brand Strategy
We wrap up Setting Course 2026 this week with part two of our conversation with Robert Friedland and Jeff Currie. Robert is Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle. David Greely sits down with Robert and Jeff to discuss what's happening at Davos, what the revenge of the miners and the real economy means for copper and other commodity prices, and the other big themes that Jeff is seeing for 2026 and beyond. We'll pick up with last week's conversation as Jeff discusses how the need to build out infrastructure for AI data centers is leading traditionally asset-light big tech companies to become asset-heavy.
About Rasmus Holst:Rasmus Holst is the CEO of Zensai (formerly LMS365), where he built a learning management business from $0–30M ARR, bootstrapped, completed three acquisitions, and pioneered the “Human Success” category as a replacement for Human Resources. He has been part of management teams delivering exits just shy of $1bn, raised +$50m for companies like Wire and Huddle, and worked across PE-backed (Carlyle, Warburg Pincus) and VC-funded (General Atlantic, Index, Vertex, Morpheus, Iconical) environments.His experience spans scaling start-ups from zero revenue, operating +$300M Lines of Business at Syniverse, and leading branding and B2B storytelling efforts, including Zensai's Red Dot Award and Great Place to Work recognition. Rasmus has managed global teams across 14 countries, traveled to +100 nations, and lived in Denmark, Luxembourg, and San Francisco, making him a leader with a uniquely international view on culture, growth, and balance. In this episode, Dean Newlund and Rasmus Holst discuss:Turning HR into Human Success and redefining what organizations measureLinking performance, learning, and engagement into one real-time scoreFeedback rituals and kudos culture as engines of team identityMeasuring soft skills through sentiment and peer behaviorAI as a teammate that amplifies human contribution instead of replacing it Key Takeaways:Replace annual HR lag metrics with weekly human success check-ins tied to learning, performance, and engagement.Institutionalize positive feedback (e.g., weekly kudos) to normalize critique, build confidence, and surface soft-skill leaders.Track soft skills through peer sentiment and recognition patterns rather than relying solely on manager evaluations.Use generationally agnostic baselines (showing up as a good human and delivering success) to align multicultural/global teams. "There's a high correlation between people who get a lot of kudos and those who are really good at a lot of soft skills.” — Rasmus Holst Connect with Rasmus Holst: Website: https://zensai.com/LinkedIn: https://www.linkedin.com/in/rasmusholst/ See Dean's TedTalk “Why Business Needs Intuition” here: https://www.youtube.com/watch?v=EEq9IYvgV7I Connect with Dean:YouTube: https://www.youtube.com/channel/UCgqRK8GC8jBIFYPmECUCMkwWebsite: https://www.mfileadership.com/The Mission Statement E-Newsletter: https://www.mfileadership.com/blog/LinkedIn: https://www.linkedin.com/in/deannewlund/X (Twitter): https://twitter.com/deannewlundFacebook: https://www.facebook.com/MissionFacilitators/Email: dean.newlund@mfileadership.comPhone: 1-800-926-7370 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
This week on Setting Course 2026, we bring you part one of a two-part conversation with Robert Friedland and Jeff Currie. Robert is Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle. David Greely sits down with Robert and Jeff to discuss what's happening at Davos, what the revenge of the miners and the real economy means for copper and other commodity prices, and the other big themes that Jeff is seeing for 2026 and beyond.
Blair Carlyle (Uncle Pappy! C.B. Carlyle & the Desert Angels!) makes it weird! Check out Little Saints and discover your Magic Hour. Visit littlesaints.com and use code WEIRD to get 15% off your first order Get a free can of OLIPOP! Buy any 2 cans of Olipop in store, and they’ll pay you back for one. Works on any flavor, any retailer. Go to drinkolipop.com/WEIRD See omnystudio.com/listener for privacy information.
On today's episode, Ali is joined by Tara Carlyle—influencer, girl mom, and outspoken advocate for women navigating infertility, including the reality of secondary infertility. Tara shares her personal journey and the emotional whiplash of struggling to conceive again after already having a child—grappling with guilt, grief, and what it's like to feel dismissed by the medical system. Tara also talks about her advocacy work for a TTC blood panel and deeper investigation into women's health, especially when symptoms are brushed off or labeled “normal.” Follow Tara on IG: @taracarlyleEPISODE SPONSORS: THE WORK OF ART BOOK SERIESAli's Children's Book Series about IVF, IUI and Family Building Through Assisted Reproductive Technology https://www.infertileafgroup.com/booksThe latest book in the Work of ART series, “You Are a Work of ART," is for every kiddo born through ART -- and the people who love them.Order "Work of ART," "Beautiful Bird" and "You Are a Work of ART," now at https://www.infertileafgroup.com/booksFERTILITY RALLYIG: @fertilityrallywww.fertilityrally.comNo one should go through infertility alone. Join the Worst Club with the Best Members at fertilityrally.com. We offer 5 to 6 support groups per week, three private Facebook groups, tons of curated IRL and virtual events, and an entire community of more than 500 women available to support you, no matter where you are in your journey.Join today at link in bio on IG @fertilityrally or at www.fertilityrally.com/membershipPHERDALIG: @pherdal_sciencePherDal is the world's first and only FDA-cleared, sterile, at-home insemination kit designed to help people build their families in the comfort of home. Created by parents who've been there, PherDal is safe, simple, and affordable—putting more options in your hands as you grow your family. Explore at PherDal.com.Go to PherDal.com today and use code INFERTILEAF for $10 off.Support this podcast at — https://redcircle.com/infertile-af-infertility-and-modern-family-building-through-art/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
A Musical Journey Through One of New York’s Most Storied Rooms Step into the timeless elegance of Bemelmans Bar at The Carlyle Hotel, where jazz, cabaret, and American musical history come alive beneath the iconic Ludwig Bemelmans murals. In this episode of Takin’ a Walk, host Buzz Knight explores the rich legacy of this legendary Upper East Side destination—a room that has welcomed everyone from presidents to pop stars since 1947. Featuring intimate conversations with Rita Wilson, the acclaimed actress, singer, and songwriter, Hamilton Leithauser, the celebrated vocalist known for his work with The Walkmen and his acclaimed solo career; and the masterful Earl Rose, whose piano artistry has defined the Bemelmans sound for years. Bemelmans Bar has been graced over the years by performances from everyone from the one and only classic musician Bobby Short, to Miley Cyrus. Even the legendary actor/comedian Bill Murray stopped by for an impromptu performance. Dimitrios Michalopoulos, General Manager of The Carlyle (a Rosewood Hotel), offers a behind-the-scenes look at preserving this cultural landmark while keeping its musical tradition vibrant and relevant. Discover the stories behind the whimsical Madeline-inspired murals, learn why this intimate cabaret room remains a crown jewel of New York nightlife, and hear how these artists connect with audiences in one of Manhattan’s most magical settings.Support the show: https://takinawalk.com/See omnystudio.com/listener for privacy information.