Podcasts about Circular

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/investing/trading-platforms Fidelity Investments and Risk Reversal are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity products or services discussed are offered by Fidelity Brokerage Services LLC, Member NYSE, SIPC. The trademarks and service marks appearing herein are the property of their respective owners. Dan Nathan sits down with Imran Khan, CIO and founder of Proem Asset Management, to break down one of the wildest weeks in tech earnings. They dig into Nvidia's latest quarter and why the stock keeps trading well below the market multiple despite the growth — and make the bull case for why that's about to change. From there: the increasingly circular web of financing between Nvidia, OpenAI, Microsoft, and CoreWeave, why OpenAI is building a chip to compete with its own biggest investor, and what Imran learned on a recent trip to South Korea about the memory market (Micron, SK Hynix, and the trade that's already up huge). They also unpack Salesforce's surprise post-earnings pop after Marc Benioff and Anthropic's Dario Amodei sat down with Jim Cramer, and close out with the question everyone's asking: are we in an AI bubble, and if so, who's left holding the bag? Articles Referenced Would There Be an AI Revolution If There Were No Nvidia? (WSJ) Nvidia's $279 Billion Supply-Chain Gamble (WSJ) Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground (WSJ) OpenAI Claims Its New Chips Can Outperform Nvidia Processors in Tests (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

What can monogamous relationships learn from ethical non-monogamy (ENM) to deepen sensual connection and sexuality? In this episode of Please Me! A Sexuality Podcast, Eve Hall welcomes back Taylor Sparks, ethical non-monogamy coach, sexual health and wellness educator, author, founder of Organic Loven, and creator of an AI agent designed to help people navigate ENM, answer questions, and work through relationship challenges. Eve and Taylor explore radical honesty, authentic communication, boundaries, consent, jealousy, trust, relationship autonomy, and emotional maturity. They discuss how ENM can offer valuable relationship skills that apply to both non-monogamous and monogamous relationships. The conversation also explores polyamory and circular hierarchy, relationship sovereignty, vetting potential partners, sexual boundaries, and managing jealousy. Whether you're curious about ethical non-monogamy, open relationships, polyamory, or simply want healthier communication and intimacy, this episode offers practical insights for creating more authentic relationships. In This Episode Ethical non-monogamy and lessons for modern monogamous relationships Radical honesty and authentic communication How to vet potential partners Boundaries, consent, and relationship autonomy Circular vs. linear relationship hierarchy Understanding and managing jealousy Building trust in open relationships Relationship sovereignty and emotional independence Healthy communication during conflict Exploring ENM readiness and relationship dynamics Connect with Taylor Sparkshttps://www.organicloven.com/ Taylor's Products & Services  ENM Companion App : ENM Companion App: AI Coaching by Taylor K. Sparks (Not Dating) Connect with Eve: Reach out for questions, partnerships, retreats, speaking engagements, or collaborations. Boudoir posters of Eve are also available by request, with donations starting at $150. Only five signed copies of each image will be available.  Contact - Please Me!  Explore the Sexual Longevity Protocol:  https://pleaseme.online/the-sexual-longevity-protocol/ A science-based on demand 3 module course by Eve Hall, a Sexual Health Physical Therapist to help you improve sexual function, confidence, and pleasure for life. Lifetime access for just $47. Affiliate Deals & Partners:• Join the Please Me! Media Newsletter:(1) Eve Hall | Substack  • Become a Patreon of Please Me! Media: https://www.patreon.com/PleaseMePodcast • Parlor Games Bioidentical Hormones: Parlor Games | Shop  • Shameless Care: Sex Positive Healthcare: (Code: PLEASEME): STD Testing, STD Prevention, and ED Meds - Shameless Care  • Become a member for free monthly webinars (Code: PLEASEME): SDC Swingers Lifestyle: Seek, Discover, Connect | SDC.com  • Lady Pump: Lady Pump – TheLadyPump  • Penis Pump: Auto GRO Pump - Dr. Joel Kaplan  • Cakes Nipple Covers: (Code: CAKES-PLEASEME 10% off) Sticky Starter Pack | Our Best Sticky Offer, $33 Savings – CAKES body  Thank you for supporting my affiliate partners. Every purchase helps support Please Me! Media's mission. The Mom Economy Magazine:  Check out my featured article of this magazine for only $2.99 here:  The Mom Economy Magazine | July 2026 Edition | She Rises Studios  The Mom Economy Anthology Book is A USA Bestseller! Now available in Hard Cover or Paperback.  I'm proud to be part of this collaboration. My chapter is deeply personal and shares what I most want my daughters—and the next generation of women—to know.  Purchase ALL version here:  https://a.co/d/01HpPGN2  Be a Guest On Please Me! A Sexuality Podcast: :Be a Guest on Please  Me! PodcastShare your story or expertise on relationships, sexual health, and personal growth

In this episode, I'm teaching you my Circular Thinking Roadmap, a powerful reframing exercise that will help you get your thoughts out of your head, separate facts from stories, and finally close the mental loop. ✅ ‌ FREE CLASS! LEARN HOW TO STOP CARING WHAT PEOPLE THINK ‌ Don't forget to sign up for our free “How to Stop Caring What People Think” webinar masterclass at https://www.trishblackwell.com/stopcaring ‌ ✅‌ GET ACCELERATED RESULTS: Our next-level coaching happens at: http://www.collegeofconfidence.com ✅ STAY CONNECTED.

This week begins with a busy Monday, as angry Mars faces off with compassionate Neptune; Mercury trine Saturn offers mental discipline and seriousness; and Venus sextiles Jupiter, bringing opportunities for collaboration. The emotionally charged Scorpio First Quarter Moon deals with the aftermath of the Leo eclipse, and relationships and finances get a realistic review as Venus opposes Saturn. The Sun enters its practical and analytical Virgo season. And in this week's mini-lesson, April revisits a listener question about how to use eclipses from the past to instruct, rather than terrify us! Plus: Balancing Leo's razzle dazzle; sweating out your grievances; and the zoomies! Read a full transcript of this episode. Have a question you'd like answered on the show? Email April or leave it here! Subscribe to April's mailing list and get a free lunar workbook at each New Moon! Love the show? Make a donation! Timestamps [1:28] Mars squares Neptune (Aug. 17, 2:52 AM PDT) at 3°59' Cancer-Aries. Mars is on Sabian symbol 4 Cancer: A cat arguing with a mouse.  Neptune is on 4 Aries: Two lovers strolling through a secluded walk. It's not a great day for constructive arguments, with both sides trying to make points the other completely misses. [3:18] Mercury trines Saturn (Aug. 17, 8:27 AM PDT) at 14°20' Leo-Aries. Cut through the noise, stay organized, and get the most critical tasks across the finish line [4:48] Venus sextile Jupiter (Aug. 17, 9:15 AM PDT) at 10°37' Libra-Leo. Dress to impress and lead with charm—a little polish and sweet persuasion will go a long way with the people who hold the keys. [6:14] Moon Report! Scorpio First Quarter Moon (Aug. 19, 7:46 PM PDT), at 27°07' Scorpio-Leo is an action point for the New Moon Solar eclipse (Aug. 12, 20°01' Leo. Look deep within and acknowledge frailties. [8:26] Lunar Phase Family Cycle (LPFC). This is the First Quarter Moon (first action phase) in an LPFC that began on Nov. 19, 2025 at 28°11' Scorpio. The Full Moon (awareness point) is on May 20, 2027, at 29°13' Scorpio. The Last Quarter Moon (last action phase) occurs on Feb. 17, 2028, at 28°10' Scorpio. [10:08] Void-of-Course (VOC) Moon periods. The Moon in Libra sextiles the Sun in Leo (Aug. 17, 4:30 AM PDT). It's VOC for 10 hours, 16 minutes, then enters Scorpio (2:46 PM PDT). Use this VOC Moon period to tackle creative and romantic endeavors that will brighten someone's day and give you a sense of well-deserved pride. [11:09] The Moon in Scorpio squares the Leo Sun (Aug. 19, 7:46 PM PDT). It's VOC for 5 hours, 44 minutes, then enters Sagittarius (Aug. 20, 1:30 AM PDT). Use this VOC Moon period to get in the habit of sweating out your grievances. [12:09] The Moon in Sagittarius trines the Leo Sun (Aug. 22, 1:31 PM PDT). It's VOC for 28 minutes, then enters Capricorn (1:59 PM PDT). Use this VOC Moon period to institute a habit of taking a pause in your day to soak up some rays and appreciate the beauty of the great outdoors. [13:32] Venus opposes Saturn (Aug. 21, 5:43 AM PDT) at 14°11' Libra-Aries. Venus is on Sabian symbol 15 Libra, Circular paths. Relationships and finances get a reality check. [16:06] Sun enters Virgo (Aug. 22, 7:19 pm PDT). The Sun will be in Virgo until Sep. 22, 2026. Virgo season is when we gear up for new challenges and figure out step by step how to manage them. [18:19] Mini-lesson: April revisits a previous listener question about scary eclipse repeats! [24:01] Got a question? Leave a message of one minute or less at speakpipe.com/ bigskyastrologypodcast or email april (at) bigskyastrology (dot) com; put “Podcast Question” in the subject line. Free ways to support the podcast: subscribe, like, review and share with a friend! [24:35] A tribute to this week's donors! If you would like to support the show and receive access to April's special donors-only videos, go to BigSkyAstropod.com and contribute $10 or more. You can make a one-time donation in any amount or become an ongoing monthly contributor. [26:09] The Big Sky Astrology Seventh Annual Podathon is coming up on Labor Day week – mark your calendar!

In this episode of Canadian Macro, Simon and Dan break down the disconnect between headline economic data and what households are actually experiencing. They discuss why strong jobs and GDP numbers may not tell the full story for Canadian consumers, how mortgage renewals and rising housing costs are putting pressure on household finances, and why the Bank of Canada may be stuck waiting for clearer signals before making its next move. They also dive into the growing debate around the AI boom — including Nvidia’s massive AI financing plans, the risks of circular financing, whether AI companies can eventually generate enough profits to justify current spending, and what could happen if investor expectations shift. Plus, they discuss oil markets, inflation risks, bond yields, the Fed’s difficult choices, and what a potential slowdown could mean for investors. Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Send us Fan MailThis episode of our “Future of Technology” series features EACCNY members, from Steelforce Packaging:  Davide Padovani, Chief Executive Officer and Isabella Bolivar, Conversion to Metal Manager. Together with Yvonne Bendinger-Rothschild, Executive Director of the EACCNY, they discuss innovations in metal recycling that are shaping the future of metal packaging. Thank you for listening! Please be sure to check us out at www.eaccny.com or email membership@eaccny.com to learn more!

How can businesses sell circular propositions in a world that's rapidly changing? This episode of the Circular Economy Show tackles the marketing challenges and opportunities head-on. Pippa sits down with Jonathan Hall, Managing Partner at Kantar's Sustainable Transformation Practice, and Amanda Gandolpho, former Head of Brands at bike subscription service Swapfiets, to explore how to connect with today's consumers and drive demand for circular products and services. In this episode you'll discover: The surprising shift in societal values that's reshaping consumer buying habits     How to overcome marketing roadblocks like the value-action gap (where consumers say they want sustainability but don't always buy it) and the greenwashing problem     Practical strategies for marketing circularity effectively: Focus on consumer benefits, convenience, and solving real problems     Real-world examples: Learn how Swapfiets is using a circular business model (bike subscription) to disrupt transportation and prioritise customer experience This August on the Circular Economy Show, we're revisiting four conversations that help to navigate the marketing challenges and opportunities of switching to a circular economy. So listen in if you want to learn how to take something from a good idea to something that actually sells. Subscribe to The Ellen MacArthur Foundation for more insightful videos: https://www.youtube.com/channel/UCQAC2otE5_agzHZPnk3mE5w?sub_confirmation=1 Follow us online on these channels: Instagram: http://instagram.com/EllenMacArthurFoundation LinkedIn: https://www.linkedin.com/company/ellen-macarthur-foundation/ Website: http://www.ellenmacarthurfoundation.org

Circular economy is dropping worldwide even as sustainability talk is louder than ever and that's the wake-up call we can't ignore. We're consuming more than 100 billion tons of materials a year, yet only a small share loops back into the economy. So what does “circularity” actually mean when you're running a business, managing risk, and trying to hit net zero targets without getting buried in competing frameworks and reporting demands? We sit down with Sunil Sawani, CEO of Quality Indeed Consulting and founder of the Circular Economy Forum and Awards, to translate circular economy from concept into action. We unpack “keep materials in use” through real examples: designing products to last and be repaired, dismantling buildings for certified reuse, secondary materials exchanges, and the rise of pay-per-use models where service replaces ownership. Sunil also shares how ISO 59000 brings structure by clarifying whether you're pursuing value creation, value retention, or value recovery and why that clarity matters in the boardroom. We also get honest about what slows implementation: missing material flow mapping, limited lifecycle assessment data, uneven data quality, procurement habits that favor virgin inputs, and policy friction around moving used materials across borders. Along the way, we connect circular economy to organizational excellence and systems thinking, showing how circularity has to live inside strategy, KPIs, processes, and governance to last. If you care about sustainability strategy, supply chain resilience, digital product passports, and practical circular economy business models, this conversation gives you a grounded path forward. Subscribe for more conversations on excellence and sustainable transformation, share this with a leader who needs a clearer circularity roadmap, and leave a review with your biggest takeaway.Send us Fan Mail

RNA therapeutics has had its defining moments. Antisense oligonucleotides. siRNA. And then, of course, mRNA — which went from a niche academic curiosity to the backbone of a global vaccine program in a matter of months. The next chapter may be circular RNA.CircRNA is more stable than linear mRNA, longer-lasting in the body, and potentially re-dosable. And one company has quietly built what may be the most advanced independent circRNA platform in the world — and with barely a single line of English-language press coverage, until now.My guest today is Dr. Lu Gao, CEO of Therorna Inc., a clinical-stage biotech headquartered in Beijing and Shanghai. The company recently presented three posters at ASGCT in Boston, and their lead program has just entered a first-in-human trial. We're going to talk about the science, the clinical strategy, and why Western pharma hasn't paid enough attention to what's being built in China.01:33 Meet Lu Gao and Therorna 09:29 How Therorna's approach differs 15:42 How TI-0032 reprograms T cells in the body 21:22 Off-the-shelf and re-dosable: what it means for patients 24:38 Why no Chinese biotech has landed a major in vivo deal 31:27 What a successful US IND clearance would mean Interested in being a sponsor of an episode of our podcast? Discover how you can get involved here! Stay updated by subscribing to our newsletterTo dive deeper into the topic: The therapeutic potential of circular RNA: Could it soon trump mRNA technology?mRNA, RNAi, circRNA, ASOs: A comparative guide to RNA therapeuticsTherorna funding to accelerate circRNA-based platform

The tailoring workforce in the US has been shrinking for decades. And the ones that remain aren't easy to find or get an appointment with.In this episode of HappyPorch Radio, Barry O'Kane speaks with Robin Atkinson and Cash Acrey, the husband-and-wife co-founders of Upkept, an online clothing repair platform based in Northwest Arkansas. You mail in clothes you want fixed, they repair them in a centralised facility, and they send them back. Robin says this should be as easy as ordering delivery.Robin's journey began with a different question: how do you create meaningful sewing jobs in America? Along the way she discovered something unexpected. The people learning these skills weren't excited by repetitive manufacturing. They loved repair, where every garment is different and every project demands creativity and problem-solving.That insight sits at the heart of Upkept: the technology isn't the product. Repair is the product, and the software exists to reduce friction so the human craft can scale.✨ In this episode:Robin explains why repair creates more fulfilling work than garment manufacturing, and why the workforce she trained took to it more quicklyCash shares how AI coding tools helped build Upkept's platform from scratch on a shoestring budget, and why no off-the-shelf solution fitRobin and Cash discuss balancing one-of-a-kind craftsmanship with operational scaleWhy Upkept's technology works as a mediation layer between a customer who needs simplicity and a production team that needs detailRobin's honest take on turning down the wrong investment to protect the mission, the workforce, and the size of the opportunityThe vision for brand partnerships and a future where it's embarrassing for a company not to offer a link to repair

Demonstração da fórmula da área de um setor circular.

Episode 530 00:00 Introduction 00:19 S&P 500 is at record high 01:18 Inflation and Fed rate hike 06:20 Stagflation not a problem for USA 06:50 Disruption of Strait of Hormuz 08:28 AI Bubble and Circular investing 13:57 Extreme daily stock price volatility 17:36 Sold Anheuser Busch InBev $BUD Watch the VIDEO Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

¡¡Bienvenid@s a Mochileros!! Ya estamos de vuelta con un nuevo programa de Mochileros Podcast, para cerrar la temporada como se merece!! Con una ruta asequible y sencilla pero que la podemos llegar a complicar tanto como nos apetezca. Una ruta circular enclavada en la Sierra de Segura, en la provincia de Albacete que nos llevará desde el Collado Tornero y nos hará disfrutar de montaña y de cañones, nos complicará la vida con una preciosa cresta, nos volverá locos sin dejar que nos orientemos y si, también disfrutaremos de rio, así que estaremos fresquitos fresquitos!!! Desde Mochileros Podcast queremos trasladar todo el animo y la fuerza del mundo a todas las personas que están sufriendo en las últimas semanas el azote de los incendios que están asolando "la península". Un fuerte abrazo para todo el mundo!!! Coged vuestros bastones que empezamos!!! ------------------------------------------------------------------------------------------------------------------ + Enlace de referidos a la web del CLUB DEL GPS . com: https://clubdelgps.com/mochileros ------------------------------------------------------------------------------------------------------------------ + Programa en Spotify: MOCHILEROS PODCAST SM + La música de Mochileros podcast: https://open.spotify.com/playlist/6ZFjhE50vqOdkklXmVoqXW?si=af395167a586491e +Weblog del Podcast: https://mochilerosoficial.wixsite.com/podcast + Grupo de Telegram de Mochileros Podcast: t.me/Mochileros_Podcast Puedes encontrarnos en iVoox, en iTunes, en Spotify, en Youtube y en tu podcatcher favorito. mail: mochilerosoficial@gmail.com twitter: @mochileros_ofi instagram:@mochilerosoficial facebook: mochilerospodcast Foto de cabecera: Hugo Mollà

Come si fa ricerca culturale in una collezione di moda? Ne parliamo con Gaia Schiavetti di Restyled by G, tra upcycling, subculture e il rischio di appropriazione.Parliamo di appropriazione commerciale delle subculture, delle sfaccettature dello streetwear che non tutti conoscono, di designer che hanno fatto ricerca culturale, di danza, musica, fashion stylist e altri stimoli che fanno parte del percorso di Gaia.La moda diventa significativa quando è radicata in una ricerca culturale profonda, consapevole e responsabile.Qui trovi l'indice dei contenuti, le foto e i riferimenti di Restyled by G:https://dress-ecode.com/oltre-lestetica-quando-la-moda-e-linguaggio-e-cultura-restyled-by-g/Voce: Arianna De Biasi, Gaia SchiavettiMusica: Quiet flight, Paul Yudin, Upbeat License code: LITDGBJNGCKWGHWZ Looming, Yeti Music, Upbeat License code: PHVBHPKWWIRYVL8W

Most people live in a circular world, running the same Groundhog Day over and over instead of moving in a known direction. In this solo episode, John Kitchens breaks down straight line coaching, a framework for getting yourself and the people you lead out of that cycle and moving from point A, where you are, to point B, where you want to go, as fast as possible. John unpacks why a coach or leader is the guide in someone else's story, not the hero, and why the fastest path forward comes down to operating with both wisdom and power. He walks through the maze exercise he uses with clients, Mel Robbins' five-second rule for breaking through paralysis, and why real commitment only happens once you have reverse engineered exactly what it will take to get there. The throughline: it is not more information that moves people forward. It is transformation. Key Topics Covered: The difference between living in the circular world and moving in a straight line Why a coach or leader is the guide, not the hero, in someone else's story Wisdom versus power: awareness and accountability versus the choice to shift Using clear distinctions to build awareness and make better choices Why transformation, not more information, is what actually moves people forward The maze exercise: finding the fastest path from where you are to where you want to go Mel Robbins' five-second rule for breaking through paralysis Real commitment: reverse engineering the required actions before you commit Wanting versus creating, and why wanting drains the energy you need to get there Notable Quote: "Wanting robs us of the energy that's going to allow us to ever get it." — John Kitchens Connect With Us: Ready to buy back 15-plus hours a week without guessing between AI and hiring? Save your seat at 7FigureBP.com for our live Thursday training. Want a plan built around your business? Book your 7 Figure Audit at 7figurecall.com. Follow us on Instagram, LinkedIn, and Facebook @johnkitchenscoach. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit johnkitchenscoachpodcast.substack.com

Espacio creado para Ecoembes. A partir del 12 de agosto de 2026 entra en vigor la nueva normativa europea sobre envases y residuos, un reglamento que redefine las responsabilidades de todos los actores implicados en la cadena de producción y consumo. Con el objetivo de reducir el impacto ambiental y acelerar la transición hacia una economía circular, el compromiso ya no recae únicamente en depositar los residuos en el contenedor correspondiente, sino también en garantizar que los envases, desde su diseño hasta el fin de su vida útil, estén concebidos para minimizar residuos, facilitar su reutilización y reincorporarse al mercado de forma limpia y segura. En una conversación con Javier Clemente, ambientólogo y divulgador de Todos Somos Reciclaje, Rosa Trigo, CEO de Ecoembes, y Mariano Martínez, presidente y patrono de la Fundación para la Economía Circular, descubrimos cómo se aplicará esta normativa en España, qué cambios supondrá para las empresas productoras de envases, cuál será el papel de los consumidores y qué transformaciones empezaremos a ver en supermercados, comercios, restaurantes y otros espacios cotidianos. Más allá del reciclaje, este episodio explica cómo el nuevo reglamento apuesta por un cambio de modelo que sitúa el ecodiseño, la reutilización y la prevención de residuos en el centro de la gestión de los envases. Créditos: Realiza: Bárbara Cervantes Presenta: Elia Fernández Diseño de sonido: Lisi Búa Coordina: José Juan MoralesDirige: Ana Alonso

Na série de conversas descontraídas com cientistas, chegou a vez da Professora, Pesquisadora, graduada em Arquitetura e Urbanismo, com Mestrado em Engenharia e Doutorado em Engenharia Civil e Ambiental, e atual Vice Presidente de Pesquisa da Universidade do Texas em Austin, Fernanda Leite. Só vem! >> OUÇA (79min 32s) * Naruhodo! é o podcast pra quem tem fome de aprender. Ciência, senso comum, curiosidades, desafios e muito mais. Com o leigo curioso, Ken Fujioka, e o cientista PhD, Altay de Souza. Edição: Reginaldo Cursino. http://naruhodo.b9.com.br * Fernanda Leite é Professora, Pesquisadora, graduada em Arquitetura e Urbanismo, com Mestrado em Engenharia e Doutorado em Engenharia Civil e Ambiental, e atual Vice Presidente de Pesquisa da Universidade do Texas em Austin, Estados Unidos. Especialista em modelagem de informação da construção (BIM), engenharia de construção e engenharia de sistemas resilientes, sua pesquisa explora a integração de modelagem 3D e inteligência artificial (IA) para criar infraestruturas sustentáveis e adaptáveis. Como decana associada de pesquisa da Cockrell School of Engineering, Leite ajudou a lançar grandes iniciativas interdisciplinares em semicondutores, ciência quântica, robótica e IA. Também liderou esforços em todo o campus, incluindo o grande desafio Planet Texas 2050. Leite possui doutorado pela Carnegie Mellon University e é engenheira profissional licenciada. Fernanda traz uma abordagem colaborativa e voltada para o futuro à liderança em pesquisa – avançando a missão da UT Austin de se tornar a universidade pública de pesquisa de maior impacto do mundo. Qualificações Acadêmicas Ph.D., Carnegie Mellon University, 2009 M.S., Federal University of Rio Grande do Sul, 2005 B.S., Federal University of Ceara, 2002 Prêmios e Honrarias Selecionados Daniel W. Halpin Award – American Society of Civil Engineers (2019)  IAspire Leadership Academy fellow (2019) Ervin S. Perry Student Appreciation Award – Fariborz Maseeh Department of Civil, Architectural and Environmental Engineering (2018)  Dean's Award for Outstanding Engineering Teaching by an Assistant Professor – The University of Texas at Austin (2013-14)  Outstanding Early Career Researcher Award – FIATECH (2013)  Áreas de Pesquisa Construction Engineering and Project Management Sustainable Systems Interesses de Pesquisa Building information modeling (BIM); Scan-to-BIM; Circular economy in the built environment; Sustainable systems engineering; Visualization and collaboration technologies Publicações Selecionadas https://scholar.google.com/citations?user=MGRRt2YAAAAJ * APOIE O NARUHODO! O Altay e eu temos duas mensagens pra você. A primeira é: muito, muito obrigado pela sua audiência. Sem ela, o Naruhodo sequer teria sentido de existir. Você nos ajuda demais não só quando ouve, mas também quando espalha episódios para familiares, amigos - e, por que não?, inimigos. A segunda mensagem é: existe uma outra forma de apoiar o Naruhodo, a ciência e o pensamento científico - apoiando financeiramente o nosso projeto de podcast semanal independente, que só descansa no recesso do fim de ano. Manter o Naruhodo tem custos e despesas: servidores, domínio, pesquisa, produção, edição, atendimento, tempo... Enfim, muitas coisas para cobrir - e, algumas delas, em dólar. A gente sabe que nem todo mundo pode apoiar financeiramente. E tá tudo bem. Tente mandar um episódio para alguém que você conhece e acha que vai gostar. A gente sabe que alguns podem, mas não mensalmente. E tá tudo bem também. Você pode apoiar quando puder e cancelar quando quiser.  O apoio mínimo é de 15 reais e pode ser feito pela plataforma ORELO ou pela plataforma APOIA-SE. Para quem está fora do Brasil, temos até a plataforma PATREON. É isso, gente. Estamos enfrentando um momento importante e você pode ajudar a combater o negacionismo e manter a chama da ciência acesa. Então, fica aqui o nosso convite: apóie o Naruhodo como puder. bit.ly/naruhodo-no-orelo

Is the past truly fixed, or is it merely waiting for someone brave enough to rewrite it? The Twilight Zone loved toying with the idea that time itself might bend for the right person, and few episodes explore that temptation as directly as "The Last Flight" and "No Time Like the Past." The post Circular History appeared first on Golden Spiral Media- Entertainment Podcasts, Technology Podcasts & More.

Is the past truly fixed, or is it merely waiting for someone brave enough to rewrite it? The Twilight Zone loved toying with the idea that time itself might bend for the right person, and few episodes explore that temptation as directly as "The Last Flight" and "No Time Like the Past." Both send their protagonists hurtling across decades, driven by guilt and the desperate hope that history can be corrected. On this episode of the podcast, we dig into what these two stories reveal about fate, cowardice, and whether men can ever truly outrun their own choices. In "The Last Flight," a World War I pilot named Terry Decker flies through a strange fog and lands in 1959, forced to confront the cowardly act he committed decades earlier and given one impossible chance to make it right. In "No Time Like the Past," Paul Driscoll travels backward hoping to prevent history's greatest tragedies, only to learn that altering the past comes with consequences he never expected. Two men, two eras, one haunting question: if you could change the past, would you have the courage, or the right, to actually do it? Connect with Entering the Fifth Dimension: Facebook community Follow us on Twitter Contribute Listener Feedback

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En entrevista con Luis Cárdenas, José Luis Samaniego, subsecretario de Desarrollo Sostenible y Economía Circular, advirtió sobre la dimensión del problema y el destino natural del alga.See omnystudio.com/listener for privacy information.

Niles Investment Management Founder Dan Niles joins with his expectations for big tech earnings this week. Then, Former Fed Economist Vincent Reinhart shares his outlook for rates ahead of the upcoming Fed meeting. Plus, we discuss the implications of AI's circular funding economy as OpenAI is in talks with Nvidia to help fund a data center project.   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.

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Peso inicia la jornada estable frente al dólar Crean Polo de Economía Circular para el Bienestar en Quintana RooDíaz-Canel agradece respaldo a Cuba desde la Ciudad de MéxicoMás información en nuestro podcast#grc

Most commercial kitchens have no clear picture of what they are throwing away, when, or why.In this episode of HappyPorch Radio, Barry O'Kane speaks with Anastasia Dellis, CEO of Orbisk, a platform that uses AI and computer vision to make food waste visible in commercial kitchens. The Orbi monitor sits above a waste bin, captures every item discarded, recognises over 800 ingredients, and feeds it all into a dashboard that tells chefs, GMs, CFOs, and sustainability teams what is happening and what to change first.Anastasia's path to Orbisk runs through two decades of scaling businesses, from Africa's largest retailer to Gorillas, one of Europe's fastest-growing startups in quick commerce. She describes recognising the intersection of her professional experience with a personal connection to food scarcity she grew up with in South Africa.What comes through most clearly is her conviction that kitchen technology only works at scale if it demands nothing of the people using it. No training, no buttons, no extra steps. That principle, which Orbisk calls "No Pause Dispose," is not an afterthought; it is the product.✨ In this episode:Anastasia explains how the Orbi monitor works: above the bin computer vision that captures every discard automatically, with no interaction from kitchen staffHow different stakeholders use the same data differently: a CFO sees margin gains, a chef sees ingredient-level waste patterns, and a sustainability team sees carbon metrics pulled into their auditing environmentAnastasia's path from growing up in her father's shop in South Africa to corporate retail to scaling Gorillas across nine markets, and how she found purpose alignment at OrbiskWhy mission alignment matters for the team and investors, even when customers buy purely on the business caseHow Orbisk's AI culinary assistant goes beyond dashboards to offer production, recipe, and training changes tailored to a hotel brand's standardsThe longer-term vision: moving from waste monitoring into forecasting and purchasing to become the intelligence layer inside every kitchen

David Daoud. Iraq has issued a circular to banks to comply with U.S. sanctions against Hezbollah financiers and pro-Syrian politicians. However, David Daoud argues this measure is largely symbolic, as it does not touch powerful local militias like Kata'ib Hezbollah. Furthermore, Iraqi religious shrines continue to provide financial support to Hezbollahthrough various media and charitable branches, allowing Iraq to remain a significant financial channel. (15)1994

For years, the circular economy conversation has generated significant research, policy development, and business action around finite materials. But the same attention has not been given to bio-based materials. How can products and components made from these materials circulate and create value in a circular economy? In this episode of The Circular Economy Show, Fin is joined by Guilherme Suertegaray, co-author of the Ellen MacArthur Foundation's new report — Circular by nature: a policy agenda for bio-based materials in a circular economy — and Beto Bina, CEO and founder of Farfarm, to explore why circular economy and bio-based material policies have developed in silos, and what's needed to align them. We cover the policy gap on both sides, real supply chain examples, and the social stakes for smallholder farmers and rural communities. We also explore bio-based resource production as a key driver of biodiversity action as well as the policy recommendations the report puts forward ahead of COP17 — where we'll be demonstrating that the circular economy offers a practical route to tackling biodiversity loss and meeting national biodiversity targets. For more on COP17, listen to our previous episode on this topic — Circular economy, biodiversity, and the road to COP17 — and look out for the next one in September. If you enjoyed this episode, then please share it with your colleagues, or leave us a review or comment on Apple Podcasts, Spotify, or YouTube.  Circular by nature: a policy agenda for bio-based materials in a circular economy Subscribe to The Ellen MacArthur Foundation for more insightful videos: https://www.youtube.com/channel/UCQAC2otE5_agzHZPnk3mE5w?sub_confirmation=1 Follow us online on these channels: Instagram: http://instagram.com/EllenMacArthurFoundation LinkedIn: https://www.linkedin.com/company/ellen-macarthur-foundation/ Website: http://www.ellenmacarthurfoundation.org

Send us Fan MailWhat if the secret to building a successful business isn't going "all in"—it's building in a way that actually fits your life?For years, entrepreneurs have been told that success requires sacrificing everything: your career, your family time, your financial security, and even your well-being. But what if there's another way?In this episode of The Good Enough Mompreneur Podcast, Angela sits down with Vale Siegrist, founder of Circular Club, customer operations leader, and mom, who is proving that sustainable success doesn't have to come at the expense of your family or your mental health.While balancing a full-time career and raising her young daughter, Vale is intentionally growing her business at a pace that aligns with her current season of life. Together, Angela and Vale discuss why more founders are rejecting hustle culture, choosing intentional growth over hypergrowth, and redefining what entrepreneurship can look like for working moms.Whether you're just starting your business or wondering how to keep growing without burning out, this conversation will encourage you to embrace a path that's both profitable and sustainable.In this episode, you'll learn:✔️ Why you don't have to quit your job to build a successful business.✔️ How to create a business that works around your family instead of competing with it.✔️ Why slow, intentional growth can lead to long-term success.✔️ The importance of protecting your mental health while building your business.✔️ How to manage risk and validate your business idea before making major investments.✔️ Practical ways to prioritize your time during different seasons of life.✔️ Why building sustainably may be one of the smartest business decisions you'll ever make.Memorable Quote"Your mental health comes first. Without your health, there is no business." – Vale SiegristConnect with Vale Siegrist

Rising temperatures across Europe are sharpening attention on climate action and wasted food. Ever Wonder Adventure connects prevention, responsible consumption and anaerobic digestion with a circular energy future, while its Save Earth merchandise uses on-demand production to support awareness of threatened landscapes worldwide and ecosystems. Ever Wonder Adventure City: Singapore Address: One Oxley Rise Website: https://www.everwonderadventure.com

Send us Fan MailJoin WTR's Tim Gerdeman and Peter Gastreich to unpack why the circular carbon and environmental solutions sector just hit an inflection point. After two rough years of oversupply and policy uncertainty, 2026 brings a structural reset, and the Strait of Hormuz crisis has reframed domestic renewable fuels and critical minerals. Drawing on WTR's new Primer covering approximately 50 public companies across five subsectors, Peter and Tim dig into the nine investment themes that matter most right now, why carbon intensity has become a direct revenue driver rather than a sustainability checkbox, and what separates the winners from the losers, from feedstock security to balance sheet strength through commissioning. They close with the near-term catalysts every investor should be watching.

Episode Summary What if the future of seafood sustainability starts with everything we leave behind? Across global seafood systems, fish skins, heads, frames, roe, and other processing leftovers are often treated as low-value material or discarded entirely. Yet growing interest in full utilization is challenging long-held assumptions about seafood waste and creating opportunities that extend well beyond the plate. Dallas Abel's work sits at the intersection of fisheries, circular economy thinking, conservation, and product innovation. Drawing from experience as a fisheries observer and later through New Zealand's Kai Ika initiative, his work explores how overlooked parts of the fish can become valuable resources for communities, education, and entirely new product categories—including fish leather. The conversation highlights how greater utilization can strengthen seafood system resilience, reduce waste, create economic opportunity, and encourage a broader cultural shift toward valuing the whole fish. Featured Guests Dallas Abel — Founder, Ofishal Leather Key Topics Covered Fisheries observation and insights into seafood processing practices Seafood waste and opportunities for full fish utilization The origins and growth of the Kai Ika community redistribution model Cultural perspectives on consuming different parts of the fish Fish leather production and the tanning process Comparing traditional and vegetable tanning approaches Selecting fish species based on leather performance and aesthetics Circular economy innovation within seafood systems Consumer perceptions of seafood byproducts and waste Conservation through value creation and resource efficiency Key Takeaways Significant portions of harvested fish remain underutilized across seafood supply chains. Whole fish utilization can create environmental, social, and economic benefits simultaneously. Fish skins can become durable premium materials through established leather-making techniques. Cultural food traditions offer valuable lessons in reducing seafood waste. Innovation in seafood often begins by rethinking existing resources rather than harvesting more. Creating more value per fish may help reduce pressure on fisheries over time. Education and storytelling play an important role in changing consumer behavior. Links and Resources Mentioned Ofishal Leather: Instagram: @ofishal_leather LinkedIn Facebook Global Seafood Alliance: Website!: https://www.globalseafood.org/podcast Follow us on social media! Twitter | Facebook | LinkedIn | Instagram Share your sustainability tips with us podcast@globalseafood.org! If you want to be more involved in the work that we do, become a member of the Global Seafood Alliance: https://www.globalseafood.org/membership/   The views expressed by external guests on Aquademia are their own and do not reflect the opinions of Aquademia or the Global Seafood Alliance. Listeners are advised to independently verify information and consult experts for any specific advice or decisions.

The same handbag. Thirty different platforms. Hundreds of dollars between listings. And no way to know what it's actually worth.In this episode of HappyPorch Radio, Barry O'Kane speaks with Chris Lucas, founder and CEO of Secondsense, a platform that aggregates luxury resale listings from over 30 vendors, normalises their attributes, and tells consumers what a product is really trading at. Chris describes it as the Google Flights for luxury resale.Chris's background is unusual for the fashion space. Stanford AI, senior machine learning engineer at Instagram, then Harvard Business School. He built a prototype while still a student, a TikToker put it on her channel, the site crashed overnight, and Chris opened a fundraise the next morning. He didn't wait until the product was ready. He didn't wait until he graduated. He just ran.What's most striking about the conversation is Chris's view on where value sits now. He argues the modelling layer, the application layer, and the hardware layer are all effectively democratised. Someone can duplicate a website in minutes using tools like Lovable or Claude Code. The only thing that can't be replicated is years of clean, structured, proprietary data and the domain expertise to know what to do with it. For Secondsense, that means knowing that a caviar leather Chanel sells differently from lambskin, or that champagne hardware changes the price, details a layperson would never spot.✨ In this episode:Chris explains why the secondhand luxury market is broken: fragmented supply, opaque pricing, and one-of-one SKU processing that leads to chronic supply-demand mismatchWe hear the story of the TikTok video that crashed his prototype and the snap decision to fundraise before graduating HarvardChris shares his framework for thinking about the AI stack (data, models, applications, hardware) and why only one of those layers is defensibleBarry and Chris discuss why domain knowledge matters as much as technical skill, and why hiring people who understand both is a sportChris gives an honest account of Secondsense's sustainability story: it's real, but it's not what's driving his customers' purchasing decisionsWe explore the vision for scaling beyond luxury handbags into any product category that trades inefficiently on the resale market, from liquor and art to wine, electronics, and even equestrian saddlery

“Reducing the Noise of AI Investing”: In this Wealth Actually episode, Frazer Rice speaks with KEVIN SHEA, Senior Equity Analyst at BNY Wealth, about AI Investing and how investors should think about artificial intelligence as an investment theme rather than just a headline-driven trend. They discuss the difference between hype and durable fundamentals, how to segment AI opportunities across infrastructure, software, and end-user adoption, and why free cash flow still matters when evaluating companies tied to AI. https://open.spotify.com/episode/1NGM8j2KqdiUFWSLguBMEH?si=YmB4s0OVSqyy6U3Mpg7OaA https://youtu.be/Wnlub-HoiUo The conversation also explores circular financing risk, the role of management vision in fast-moving markets, which industries may be disrupted or strengthened by AI, and how large institutions are using AI internally to improve productivity, analysis, and client service. Chapters 00:00 – Intro and episode setupFrazer Rice introduces the episode, frames AI as a dominant investment theme, and welcomes Kevin Shea to help unpack AI Investing for the audience. 01:00 – Hype versus disciplined investingKevin explains that disciplined investing is what allows investors to separate hype from durable opportunity, and argues that AI adoption, spending, and earnings revisions point to real underlying fundamentals. 03:00 – How to bucket AI investment themesThe discussion turns to how investors can organize AI exposure, including beneficiaries versus disrupted companies, technology bottlenecks such as GPUs and networking, and industry adoption themes across sectors. 05:30 – Valuation, momentum, and free cash flowKevin discusses why free cash flow per share growth remains one of the most important drivers of stock performance and why parts of the semiconductor ecosystem may deserve a valuation re-rating. 08:15 – Circular financing and risk in the AI ecosystemFraser asks about the growing concern that AI companies are financing one another, and Kevin outlines both the bullish “escape velocity” case and the downside risk if business models do not become independently profitable fast enough. 11:45 – Infrastructure buildout and competitive uncertaintyUsing analogies like railroads and golf courses, the conversation highlights the risk that early builders may not be the ultimate winners, especially in a market with heavy spending and rapid leapfrogging among competitors. 13:00 – AI Investing: Public versus private market exposureThey examine whether owning public companies such as Alphabet offers meaningful AI exposure, versus gaining more direct but harder-to-access exposure through private investment vehicles. 15:45 – What strong AI management teams look likeKevin emphasizes that in an environment with no clear historical playbook, vision, execution, and the ability to identify durable differentiation are critical traits in management teams. 19:15 – Adaptability and strategic pivotsFraser adds that thoughtful adaptation matters, and Kevin notes that sometimes acquisition activity can signal whether a company is innovating ahead of the curve or scrambling to catch up. 20:45 – Which industries are most exposed to disruptionThe conversation shifts to sectors under pressure, especially parts of software and IT services, while stressing that disruption does not necessarily mean extinction. 24:45 – Why law and accounting may evolve, not disappearFraser offers a contrarian view that AI may make strong legal and accounting professionals more valuable, and Kevin compares that to earlier fears that Excel would eliminate accountants. 26:15 – How Kevin uses AI in practiceKevin describes how AI has made his team materially more productive, especially in data aggregation, scenario analysis, industry research, and portfolio risk work, while also helping BNY operationally across onboarding, security, and client communication. 29:10 – Where to find Kevin and closing remarksThe episode closes with Kevin sharing where listeners can connect with him and Fraser noting how quickly the AI landscape continues to change. Links KEVIN SHEA on Linkedin RICK FERRI on BRING SIMPLICITY BACK TO INVESTING Transcript of AI INVESTING Frazer (00:01)Welcome aboard, Kevin. Kevin Shea (00:03)Yeah, thanks for having me. Appreciate it, Frazer. Frazer (00:06)We're going to tackle two words that have basically taken over the investment world for the last six months: artificial intelligence. Before we do that, whether it's AI or crypto or tulips or anything with a lot of hype or buzz around it, how do you think about delineating between investing based on hype and doing it within the confines of a disciplined approach? Kevin Shea (00:32)They really do go hand in hand. You need a disciplined approach in order to recognize whether it's hype or not. The reality is that it's pretty impressive, the adoption we're seeing with AI: the amount of spend, the companies that are participating in and benefiting from AI. There was some concern with the stock movements that many of these companies have seen about whether the market was getting ahead of itself. Yet we have seen significant estimate increases throughout the year. If you take a look at some of the networking companies, their earnings expectations for 2027 are up almost 50% versus where they were just six months ago. The same is true with memory, GPUs, and CPUs. Fundamentally, we're seeing a lot of these companies have expansion in revenue growth and earnings growth, which is quite supportive of a durable trend. What's also very important is that adoption of AI is increasing. You can look at enterprise adoption: nearly two‑thirds of enterprises pay for an AI service. You can look at token usage — that's how much companies are using AI — and that has been parabolic as well. Look at the revenue generation of these AI models. Right now, they are some of the largest, fastest‑growing companies that have ever existed. So we don't really see this as a tulip scenario, or even comparable to the internet bubble. We find it very different. We think there are fundamental drivers to this trade, and we're seeing that through earnings growth. Frazer (02:37)Cool. AI to me is a term that encompasses a lot of different things, and in some ways it's become like real estate or water — it's starting to touch a lot of different industries. It's not just a thing unto itself, but something that's becoming integrated into a lot of other types of things. How do you define and bucket the investment themes so that it's digestible for the investor, and it's not just, “I'm investing in Anthropic or Google,” but people can parse out where it fits within a portfolio? Kevin Shea (03:14)It's a great question and probably one of the most important ones. Part of our overarching thesis is that for AI to fulfill its promise, it has to be in every geography, in every industry, at every company, and at almost every employee layer. We're seeing that when you look at the business units that are adopting AI: customer service, product development, marketing — basically divisions that almost every single company in every geography has. You phrased it as water, how it touches everything, and we're seeing that. So how do you segment it? There are a number of different ways: First, you can break it into: who are the AI beneficiaries, and who are those that will be disrupted by AI? Second, you can break it down into different bottlenecks. That's a way I frequently use within the technology landscape: GPUs, CPUs, memory, networking, storage, data centers. Then you look at that framework and see which companies are most exposed to those bottlenecks. Third, you can ask: which industries will benefit from adoption? Is that biotech, transportation, warehousing? Which companies could be more negatively influenced — maybe that's software? That's how we try to create an AI Investing framework for where we should focus our investment efforts and determine the allocation that our clients can benefit from. Frazer (05:17)As we dive a little bit into how you've bucketed these themes across different areas, there's the concept of benefiting from momentum or valuation versus maybe the cash flow and fundamentals of these different investments. I could imagine that, with the hype and mania around the space, there's a lot of interest. How do you temper that valuation play versus analyzing what the cash flows look like? Kevin Shea (05:49)One of the most highly correlated metrics to stock outperformance is free cash flow per share growth. That's often the most important metric, and we watch that heavily. What's incredible — and we talked about this earlier with estimate revisions — is that many within the AI ecosystem are generating extremely healthy free cash flow growth and margins. A lot of that is in AI infrastructure. They're being paid to supply all the equipment and semiconductors. There's also this concept that valuation multiples shift to where there's value creation. I'll give an example: The SOX, the semiconductor index, used to trade at parity with the S&P. But there's been a paradigm shift. A lot of the intelligence that's being created through these models is powered by semiconductors, networking, packaging, and hardware. You've seen semiconductors go from trading at parity to trading at almost a 50% premium. At the same time, the market is intelligent; it's shifted its view of software. Software used to trade at a 70% premium, and we think the intelligence layer has moved just one layer above where software applications normally sit. As a result, you've seen valuation compression for the IGV, the software index, from that 70% premium down to about 20%. Some people might look at the semiconductor index and say it's more expensive than where it historically trades — maybe that's hype. But we actually view it as a shift in where the value creation is occurring. So we think it's a healthy, understandable move within the market. Frazer (08:16)One of the questions that pops up is that there's a lot of news around the circular flow of cash, where a lot of these companies are all investing in each other. You hear “five hundred billion is going from Google into Anthropic,” or different flavors of that, where it seems like the money is rotating. And there's a question as to whether it's rotating and expanding, given sales and so on. How do you think about that and make sure that we aren't wandering into more of the sort of things that are happening off balance sheet that we don't see, while still recognizing the investment that's taking place? Kevin Shea (08:57)At minimum, it raises the risk profile. There are many circumstances and scenarios where this has occurred in the past — the internet being the most commonly referenced — and that obviously did not work out. There are multiple scenarios that could happen, but for simplicity we'll break it down into two. The first scenario is that this is such a capital‑intensive expansion that companies are doing an “all‑hands‑on‑deck” effort. The faster you can get capital from well‑capitalized firms, the faster you can build your infrastructure and reach scale so that these large language models are profitable. If you can expand and take capital from everywhere, then you can provide enough compute for all enterprises and consumers to utilize your product and your model. You reach “escape velocity” in the sense that your scale allows you to lower costs and become more profitable faster. That's the glass‑half‑full environment. Glass‑half‑empty is that they do not reach escape velocity. The business models needed more time to bring the cost of delivering AI down enough to be profitable on their own; they didn't need this extra capital to reach an enormous amount of scale, and they're moving too fast. If that scenario plays out, and these companies are not able to be profitable on their own, and the financial markets become tighter, that creates more downside risk for everybody in the ecosystem. We don't see that right now because, at the moment compute is available, it's being taken right away. We still feel comfortable with the financing occurring right now, but it is one of the top risks that we monitor. It's not that it's systemic, but it provides less clarity and disclosure, and it creates a riskier profile as we go through this expansion. Frazer (11:43)In the back of your mind, you're probably saying, “We want to make sure, if there are winners and losers in AI Investing, that we avoid the railroad scenario,” where you build this whole infrastructure and companies have to go bankrupt twice before they actually reach profitability. Or the bromide that golf courses only become profitable, if they ever do, because the person who built it — a passion project — didn't make it work, then it goes bankrupt, then the bank is stuck with it and doesn't know how to run it, then they get rid of it, and then the third person has learned the lessons from the first two and is able to push forward. Kevin Shea (12:23)That's a good point. When we look at all these different models being created, right now you have an environment where everyone is spending and keeps leapfrogging each other at different times. It's still a very unknown outcome for all of these players. There's a lot of competitive intensity in the large language model space and the broader AI ecosystem. It's certainly a very dynamic environment right now. Frazer (12:59)As investors are trying to access this, there are the public companies. You can go on your Fidelity account or talk to your advisor at BNY Mellon or anybody else and say, “I've heard about Anthropic or Google or all of these things.” As far as a good proxy for exposure, how do you think about that? For example, if I looked at Google and understand that they have underlying investments in their portfolio — in addition to their regular businesses — into these different scenarios, is that a way to get shorthand exposure? As opposed to trying to access a venture fund where the entry points are difficult, the hurdles are high, you need to write big checks, and access is gated? Kevin Shea (13:53)It's a very astute point when you mention circular financing. That doesn't just happen with public companies; a lot of these vendors and companies in this ecosystem are investing in private companies as well. When those private companies go public, you find out that Company XYZ is a top owner, and one of their suppliers. There has been a growing awareness that, with certain public companies, you have exposure to a handful of private companies. For BNY, our Fujio funds do a lot of our private investments. That's usually the best way to gain direct exposure. Frazer (15:37)Sure. Not to be flippant, but you're getting paid to own it at that point via their dividend, as opposed to you paying — at the SPV or LP level — to gain access to it. But yes, it's definitely not a pure play. I wouldn't buy Google just to be in a venture fund. And just to reiterate for listeners, this is not investment advice. We're trying to learn and talk through different types of scenarios. As you're thinking about this and looking at these different companies, what does a good management team look like? You'd think: a bunch of PhDs, great at coding, lots of experience in the venture community, maybe hung out in Silicon Valley. But everything is so new and dynamic. When you're evaluating these businesses, what does a good management team look like as they're trying to scale at warp speed, while profitability may or may not be a thing? Frazer (17:49)I'd add that I think there's an interesting component to AI Investing: a track record of what I would call thoughtful adaptation. When your business plan gets punched in the face and you're able to pivot — meaningfully pivot — I'm not talking about a dog food company suddenly putting “.ai” at the end of its name, but someone who can shift and take advantage of opportunities as they come up, as you say, without being so rigid in their vision that they end up getting lapped. I think that's an interesting facet to focus on. Frazer (20:50)When I try to get my arms around this, I bucket things in terms of: Disruption: blowing up something traditional Optimization: taking something that's already good and turning it into great World‑building: taking a vision, starting from zero, and building something that didn't exist before On that first point, what industries do you think are under attack, and how do you invest around that so you're not left holding the bag — you're not a buggy‑whip company as Tesla releases their next issue? Frazer (24:48)As an example, I run into all sorts of law firms and accounting firms, and I hear the comment that law firms are going away. I have a contrarian view. First, I think law has a wonderful ability to metastasize, to find issues, and I think AI is going to be great at finding those and keeping lawyers busy. Second, for lawyers who are good, I think the ability for AI to make them more efficient and help them graduate to even more detailed and “higher‑value” discussions will only increase. So when people say, “Law is going to be dead,” I don't really agree. I think that ties into your point that AI will help some companies that can adapt and use it well to drive further value, probably even charge more. For others, they'll be left behind or become cottage industries. Frazer (26:11)And there will be more and more issues to solve. I don't underestimate that. I think AI is going to start poking holes in different things we didn't think about. Then it will take good brainpower, made more efficient by AI, to deal with these new issues as they pop up. In your day‑to‑day job, what are you using AI for? Maybe through Bank of New York, and maybe informally, when you're doing other research — to be smart not only about the company areas, but what you're doing personally to be more efficient, take advantage of AI, and learn about cool stuff. Frazer (29:11)Cool stuff. How do people find Kevin Shea, and any final thoughts? Kevin (29:20) KEVIN SHEA on AI Investing Frazer (29:29)Terrific. Thanks for being on, and we'll be sure to stay in touch, as I'm sure everything will be completely different in not just six months — probably six weeks. https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/ Keywords: AI Investing

This week on CMO Confidential, we are revisiting one of our favorite conversations with Rob Ward from January of 2026.A CMO Confidential Interview with Rob Ward, co-founder and General Partner of Meritech Capital, a top Silicon Valley venture firm. Rob shares his take on what he calls a "super terrifying and exciting time" and provides perspective on AI receiving the most capital of any technology in history, the "durability of revenue" and how quickly start-ups are now reaching $100 million in revenue. Key topics include: why VC's focus on growth vs. profitability; the risks associated with massive long-term capital investment; why marketers should pick a "trusted advisor" as their AI partner; and why your data strategy needs "context. Tune in to hear how Astronomer handled the "Coldplay Concert Incident" which immediately became a PR classic and the "VC Foie Gras Effect."What happens when a top venture capitalist pulls back the curtain on AI, valuations, hype cycles, and what's actually working?In this episode of CMO Confidential, host Mike Linton sits down with Rob Ward, Co-Founder and General Partner at Metech Capital, to unpack the realities behind the AI boom. Rob has spent more than 26 years investing in category-defining companies like Facebook (Meta), Snowflake, NetSuite, Zipcar, and Cloudera — and he brings a rare, grounded perspective to today's AI frenzy.Together, they explore: • Why AI adoption is still early — despite explosive growth • The real risks behind inflated valuations and “AI-washing” • How VC decision-making changes during platform shifts • What marketers and executives should actually look for when choosing AI partners • Why data strategy, change management, and trust matter more than tools • What layoffs, productivity, and the future of work really look like beneath the headlines • A masterclass in crisis communications, featuring Ryan Reynolds, Gwyneth Paltrow, and ColdplayIf you're a CMO, CEO, board member, founder, or agency leader trying to make sense of AI without getting swept up in the hype — this is a must-listen conversation.⸻Chapter Markers00:00 – Welcome to CMO Confidential00:19 – Introducing Rob Ward and today's AI conversation01:13 – Where we really are in AI adoption02:26 – Explosive AI growth: what's real vs hype03:35 – Why enterprise AI adoption is still a slog04:37 – Vendor spend, hyperscalers, and the trillion-dollar buildout06:12 – Is this an AI bubble? Public vs private market realities07:20 – Accelerating investment rounds and lack of diligence08:12 – AI-washing and durability of AI businesses09:46 – Proof-of-concepts, switching costs, and fragile loyalty10:55 – Big Tech vs startups: why this cycle is different11:40 – Why VCs chase platform shifts despite the risks13:05 – How AI is changing profitability and headcount math16:11 – “FOGRA” investing and capital distortion17:00 – Circular investing and data-center risk18:23 – Data centers, GPUs, and betting on the wrong future19:38 – Credit default swaps and financial warning signs21:45 – How executives should choose AI vendors22:58 – Change management and why culture matters most24:09 – Why data strategy is the real AI strategy26:36 – “Frequently wrong, never in doubt” and AI hallucinations27:01 – Practical AI use cases for marketers30:00 – Layoffs, productivity, and what's really happening to jobs33:05 – The best questions to spot real AI fluency35:00 – AI safety, geopolitics, and long-term risks36:38 – Crisis management masterclass: Astronomer, Coldplay & Ryan Reynolds39:58 – Final advice and closing thoughts⸻Subscribe for weekly episodes featuring world-class marketing leaders, board members, and C-Suite executives.#CMOConfidential, #MarketingLeadership, #BrandStrategy, #CorporateActivism, #MarketingStrategy, #CMO, #AIinMarketing, #ExecutiveLeadership, #BrandReputation, #ConsumerTrust, #DigitalMarketing, #MarketingInsights, #ThoughtLeadership, #BusinessStrategy, #CustomerCentricSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This month: three stories worth your time.   The WEF published a piece on EV battery recycling that reframes the whole conversation. These batteries contain the critical minerals governments are scrambling to secure. The recycled minerals market could be worth $200 billion by 2050. That value needs to be designed for now, not chased later.   Up until now the policy agenda for bio-based materials, wood, paper, natural fibres, rubber and leather has largely been ignored. The Ellen MacArthur Foundation has published a report that sets out to fix that.   And the International Finance Corporation, alongside five major development banks, put a number on circular economy employment: 121 to 142 million people. Nearly half in repair and maintenance. Over half in the informal economy. The opportunity is real. So is the gap.   Plus four quick headlines on Scotland's material flows, Europe losing critical minerals through its own waste streams, fashion resale and repair policy, and flexible packaging. Story 1: EV Battery Recycling Why recycling EV batteries is an industrial opportunity, not a waste challenge (WEF): https://www.weforum.org/stories/2026/06/ev-battery-recycling-waste-challenge-industrial-opportunity/ Story 2: Circular by Nature — Bio-Based Materials Circular by nature: a policy agenda for bio-based materials (Ellen MacArthur Foundation): https://www.ellenmacarthurfoundation.org/circular-by-nature-a-policy-agenda-for-bio-based-materials-in-a-circular-economy Story 3: Circular Economy Jobs Circular Jobs: How MDBs Are Supporting Job Creation through a Circular Economy (IFC): https://www.ifc.org/content/dam/ifc/doc/2026/how-mdbs-can-support-job-creation-in-a-circular-economy.pdf   Quick Headlines Scotland's Material Flow Accounts (Zero Waste Scotland): https://www.zerowastescotland.org.uk/resources/zero-waste-scotland-publishes-nations-most-depth-material-flow-accounts-date Europe losing critical minerals in its waste streams (Yahoo Finance / The Cool Down): https://uk.finance.yahoo.com/news/europe-losing-hidden-stockpile-lithium-222500520.html The New Bottom Line: Policy levers for resale & repair in fashion (Ellen MacArthur Foundation): https://www.ellenmacarthurfoundation.org/policy-levers-for-resale-and-repair/report Unilever and PepsiCo on the challenges of flexible packaging (Packaging News): https://www.packagingnews.co.uk/news/markets/household-products/unilever-and-pepsico-unlock-the-potential-of-paper-based-flexible-packaging-across-the-globe-01-06-2026 Find out more about our work here: www.ellenmacarthurfoundation.org Follow us online on these channels:  Instagram: http://instagram.com/EllenMacArthurFoundation  LinkedIn: https://www.linkedin.com/company/ellen-macarthur-foundation/  Website: http://www.ellenmacarthurfoundation.org

Send us Fan Mail00:00 Brought to You by Quantra00:22 Intro00:32 UK Silicosis Sweep Nets Four Shops02:44 A Word from Quantra03:57 International Stone Alliance Moves Forward06:08 Centrorochas Joins Brazil Tariff Depate08:01 NSI Expands Industry Safety Advocacy10:34 EU Pushes "Circular" Products12:13 ISFA Plans Seattle-area Meet This Month13:09 Outro13:35 Brought to You by QuantraRadio Stone Update is presented on the second and fourth Wednesdays every month at 9 a.m. everywhere on Earth with the latest news and insights in hard surfaces. Check our archives at www.radiostoneupdate.com.

This week we're covering some Circular 230 guidance specific to tax professionals using AI.

In this episode, Cory Connors welcomes Adam Brundage from Nike to discuss the company's wide-ranging sustainability efforts. Adam shares his unconventional path into sustainability beginning with a degree in meteorology and atmospheric science and how that led him to learning about life-cycle assessments, discovering greenhouse gas analysis, and pursuing a decade-long career at one of the world's most iconic brands.Key Topics Discussed:Adam's background in meteorology and atmospheric science and how it shaped his passion for climate impactLife cycle assessment (LCA) as a foundational tool for understanding Nike's environmental footprintNike's full value chain focus: raw materials, manufacturing, transportation, and packagingPackaging's role in Nike's overall carbon footprint (approximately 7%) and the Nike OneBox initiativeThe five major materials Nike focuses on: cotton, polyester, leather, foam, and rubberRecycled and organic material adoption: approximately 25% of Nike's current products contain at least one sustainable or recycled materialScaling renewable energy across Nike's global store and supplier networkThe evolution of Nike's shoe recycling program: from "Reuse a Shoe" (early 1990s) to the current "Recycle and Donate" modelNike's Refurbished program: cleaning and reselling lightly used returns to reduce wasteExtended Producer Responsibility (EPR) and its growing relevance to the apparel and textile industryTextile-to-textile recycling technology: converting old polyester garments back into raw polyester for new productsBio-based and biomass-balanced materials as the future of sustainable packaging and apparelThe challenge of translating complex climate data into actionable understanding for employees across all departmentsThe tension between cost and doing the right thing, and finding opportunities where sustainability and savings alignAI's promise and concern: its power consumption and the importance of powering data centers with renewable energyThe influence Nike's sustainability efforts can have on the broader apparel, footwear, and consumer goods sectorsResources Mentioned:Nike RecycleNike Refurbished programSway (seaweed-based bio material)Adam BrundageContact:Listeners can connect with Adam Brundage via LinkedIn or explore Nike's sustainability initiatives at Nike.com by searching "sustainability" or "recycle." More information on the Recycle and Donate program is also available through Nike's sustainability web pages.Support our Sponsors Learn more here:- 3M- Specright- Forest Thank you for tuning in to Sustainable Packaging with Cory Connors!https://anewearthproject.com/collections/new-earth-approvedConnect with CoryConnect with Cory on LinkedIn here: https://www.linkedin.com/in/cory-connors/I'm here to help you make your packaging more sustainable! Reach out today and I'll get back to you asap. This podcast is an independent production and the podcast production is an original work of the author. All rights of ownership and reproduction are retained—copyright 2022.

In this episode of C-Suite Perspectives, Barbara Mendes-Jorge, Sustainability Communications Expert and guest host, is joined by Arnaud Marqui, Chief Sustainability and Safety Officer at Tarkett, to explore how the circular economy is transforming business models and helping companies build long-term resilience.   Together, they discuss Tarkett's circular economy journey, the role of product design and take-back programs in reducing waste, and how business leaders can balance sustainability investments with commercial success while preparing for a more resource-constrained future.  More from The Conference Board:   EU Regulatory Outlook: The Way Ahead for 2026  Corporate Governance in an Era of Sustained Disruption  Europe 2026: Competitiveness, Clean Industrial Policy, and Institutional Reform  How Businesses Can Turn Sustainability Ambition into Commercial Opportunities  

Florida agriculture quietly underpins everyday life in the Sunshine State, shaping everything from grocery prices and water quality to how communities bounce back after a hurricane. In this episode of the Climate Correction Podcast, host Shannon Maganiezin sits down with the team behind the newly released report, Voices of Florida Farmers: Building a Circular Bioeconomy, to explore how the state's farmers, ranchers, foresters, and aquaculturists are producing more with less land, water, and resources, while keeping food affordable and local economies strong.  Leading the conversation is Courtney Girgis, the report's lead author, who grew up on a beef cattle, corn, and soybean farm in northern Missouri and now writes about agriculture from her family's small-acreage farm in Oklahoma. Courtney unpacks what a "circular bioeconomy" means in practice: an approach to agriculture that moves away from the linear "make, use, waste" model and instead keeps nutrients, water, and materials cycling, starting with healthy soil and extending outward into partnerships across the food system.  Joining her are three of the Florida producers featured in the report. Beaver Yoder, a Florida Panhandle cattle rancher, partners with neighboring crop farmers to graze his herd on cover crops between cash crop seasons, a practice that builds soil health, fertilizes fields, and creates a new revenue stream for everyone involved. Lanette Sobel, founder of Fertile Earth Worm Farm (now the largest commercial composting operation in South Florida), works across a wide network of distributors, food pantries, and farms to make sure food scraps go to their "highest and best use," feeding people first, then animals, then soil. Timothy Solano, a second-generation clam farmer and operations manager at Cedar Key Aquaculture Farms, raises clams that filter pollutants like nitrogen and carbon from Florida's coastal waters before being harvested for sale at Costco and Whole Foods. The clams' crushed shells go on to repair roads and surface local school parking lots.  Together, the conversation moves from real-world examples of circularity on the farm and on the water, to the regulatory and economic obstacles that keep these practices from being more widespread, and to what listeners can do to support a more circular Florida. Along the way, the guests speak candidly about the realities of thin margins, volatile markets, red tide, local ordinances, and the long arc of agriculture's shift from generalist to specialist, and back again.  Voices of Florida Farmers: Building a Circular Bioeconomy was made possible through a grant from VoLo Foundation. The full report is a substantive look at the 44,400 farms and ranches that make up Florida agriculture, the pressures they face from rapid development and a changing climate, and the policy, research, and market support that would allow them to go further in cycling nutrients, rebuilding soil, sequestering carbon, and strengthening local economies. The link is in the show notes. Florida agriculture deserves your attention, and this report is a great place to start.  Links: Read the Report: bit.ly/Florida-Voices-Circular-Bioeconomy    Florida Smart Agriculture's work:  www.solutionsfromtheland.org/flcsa   Connect with Beaver Yoder: https://www.thisfarmcares.org/steveyoder Connect with Lanette Sobel: https://fertileearth.net/ Connect with Timothy Solano: https://www.instagram.com/clamcaptain/ Learn more about "Fresh from Florida": https://followfreshfromflorida.com/      

Featuring Haroldo Andrade, North American Commercial and Logistics Director for Unimetals Episode Summary In this episode, Mike sits down with Haroldo Andrade of Unimetals for a timely conversation about synthetic graphite, sustainability, and the critical materials needed to power heavy industry, battery production, AI data centers, and the energy transition. Haroldo explains why synthetic graphite is essential to modern manufacturing and infrastructure, how circular carbon practices can reduce environmental impact, and why the United States faces a major domestic supply gap as demand grows. The conversation also explores the tension between decarbonization goals and manufacturing costs, regional differences in sustainability strategy, workforce development, and Unimetals' global expansion. Key Topics Discussed Why synthetic graphite is a critical material for steelmaking, battery anodes, and energy storage The projected U.S. synthetic graphite supply deficit and why domestic production matters How China's dominance in graphite processing affects global supply chains The role of circular carbon and petroleum coke feedstock in reducing environmental impact Balancing decarbonization goals with the realities of manufacturing cost and competitiveness How higher-quality carbon products can improve furnace efficiency, reduce energy use, and lower emissions The growing energy demands of AI data centers and their connection to energy infrastructure Regional differences in sustainability approaches across North America and Latin America University partnerships, workforce development, and the need for new technical talent Unimetals' international expansion through acquisitions in Germany and the United States About the Guest Haroldo Andrade is the North American Commercial and Logistics Director for Unimetals. In his role, he works at the intersection of industrial supply chains, premium carbon products, and strategic growth across North America and global markets. Why It Matters Synthetic graphite is becoming increasingly important as industries modernize, electrification expands, and demand rises for batteries, renewable energy storage, steel, and advanced infrastructure. Haroldo highlights why reliable domestic supply, cleaner production practices, and international collaboration will be essential as companies navigate energy transition, industrial growth, and economic volatility. Listener Takeaway This episode offers a practical look at how critical materials, circular carbon, and resilient supply chains shape the future of heavy industry and clean energy. Listeners will come away with a clearer understanding of why synthetic graphite is more than a niche industrial input—it is a strategic material tied to manufacturing, energy security, and global competitiveness. Become a Green Insider Be sure to subscribe to The Green Insider, powered by ERENEWABLE, wherever you get your podcasts—and don't forget to leave us a five‑star rating! To learn more about our guests or to inquire about sponsorship opportunities, please contact ERENEWABLE and The Green Insider Podcast. #SyntheticGraphite #CriticalMaterials #EnergyTransition #CircularCarbon #SupplyChain #BatteryMaterials #IndustrialSustainability #ManufacturingInnovation The post Synthetic Graphite, Circular Carbon, and the Future of Critical Materials appeared first on eRENEWABLE.

Today we return to open QnA on any topic (not low tier debates) as we discuss the major recent news as well as the upcoming big formal debates and perhaps new history text / global elite texts I've read. Superchats at any time here: https://streamlabs.com/jaydyer/tip Join this channel to get access to perks: https://www.youtube.com/channel/UCnt7Iy8GlmdPwy_Tzyx93bA/join Philosophy Course is here: https://marketplace.autonomyagora.com/philosophy101 Set up recurring Choq subscription with the discount code JAY60LIFE for 60% off now https://choq.com Subscribe to my site here: https://jaysanalysis.com/membership-account/membership-levels/ Music by Dr Evo the Producer, Jay Dyer and Amid the Ruins 1453 https://www.youtube.com/@amidtheruinsOVERHAUL Join this channel to get access to perks: https://www.youtube.com/channel/UCnt7Iy8GlmdPwy_Tzyx93bA/joinBecome a supporter of this podcast: https://www.spreaker.com/podcast/jay-sanalysis--1423846/support.

On this episode of Fifty Shades of Green, Adam Lake and Katie Lanegran dive into the intersection of theatre and climate with Molly Braverman, Executive Director of the Broadway Green Alliance. If you love Broadway — or care about practical climate action — this conversation reveals how the theatrical world backstage and onstage is being transformed to reduce emissions, cut waste, and inspire audiences.Molly explains Broadway Green Alliance's two-part mission: make theatre operations more sustainable (lower emissions, boost circularity, change backstage practices) and use the cultural power of Broadway to reach audiences with climate solutions. She walks us through concrete, replicable programs that show sustainability can be both creative and cost-effective — and often a better business decision.Highlights from the episode:Green Captains: A volunteer program with over 1,600 green captains across Broadway, touring productions, colleges, unions, and community theatres. These sustainability champions receive department-specific toolkits and one-on-one support to implement changes that fit each show's needs, from stage management to props.Rechargeable batteries at Wicked: A striking example of impact — Wicked moved from 15,000 single-use alkaline batteries per year to 96 rechargeable batteries, dramatically reducing e-waste and costs while maintaining show safety.LED marquees: A Broadway-wide transition from incandescent bulbs to LEDs has saved over 10,000 tons of carbon to date and delivered substantial financial savings while preserving the iconic look of Times Square.Front-of-house and dressing room changes: From reusable glassware and reusable “sippy” cups to composting in dressing rooms, Molly shares how small visible shifts reduce waste and normalize sustainable behavior for audiences and performers alike.Circular programs and collections: BGA runs specialty collections (flowers and vases, instrument strings, binders and props) partnering with organizations like TerraCycle, D'Addario, Materials for the Arts, and local florists to keep materials in use across the community.Binder lending library: A Midtown lending system for binders (complete with library slips) to reduce single-use purchases for readings and rehearsals — a charming example of theatre's inherently reuse-friendly culture.Audience engagement & storytelling: BGA leverages Broadway's reach — from Earth Month concerts in Times Square to livestreamed events — to educate and inspire audiences. Molly describes using existing shows to “tell climate stories” and creating short climate-themed pieces (e.g., a 30-minute “Climate Talk” with showtune puns) to meet people where they are.Global connections: BGA collaborates with international counterparts (Julie's Bicycle, Theatre Green Book) to share best practices and amplify the performing arts sector's climate leadership worldwide.How to get involved: Molly invites theatre professionals, students, and fans to join BGA's free membership, follow @BroadwayGreenAlliance on social, sign up for the quarterly newsletter, attend public drives in Times Square, or support local theatres by asking what they're doing to be greener.Throughout the episode, Adam, Katie, and Molly keep the chat lively, full of theatre nerd energy and practical optimism. Whether you're a stage manager curious about digitizing paperwork, a performer wanting to start a compost routine, a fan wondering about reusable cups, or a student pursuing theatre and climate studies, this episode shows there's a place for you in the movement — and that “every job is a climate job.”Find out more at BroadwayGreen.com or follow Broadway Green Alliance on Instagram. Hosted on Acast. See acast.com/privacy for more information.

Technology isn't magic. And neither is the bin, even though most of us treat it like one.In this episode of HappyPorch Radio, Barry O'Kane speaks with Tom Passmore, CIO and co-founder of Dsposal, a company that has spent a decade building technology for the UK waste sector. Tom has a vivid way of describing the core problem: the moment someone decides they don't want something, it's dead to them. All the nostalgia, all the value, gone. It goes to the magic away place.But what actually happens in that magic away place matters enormously, and the UK has something most countries don't: roughly 10 years of structured public waste data. Dsposal's work is about joining that data together, building tools on top of it, and helping organisations move from simply complying with waste regulations to genuinely understanding what's happening with their waste and why.Tom is unusually candid about the pace of change. A customer portal his team built sat untouched for eight years before usage suddenly accelerated post-COVID. The data didn't change. The questions did. And that shift, from asking what and where to asking why, is where Tom sees real change beginning.The conversation also gets into the UK government's new Digital Waste Tracking programme, where Tom plays the role of critical friend, broadly supportive of the direction but direct about the gaps, particularly around who gets to see the data and whether phase two will track waste or just the vehicles carrying it.✨ In this episode:Tom explains why the "magic away place" mindset is the root problem in waste managementWe explore the three public datasets that underpin Dsposal's products and what they reveal when connectedTom describes the shift from compliance-driven questions to "why" questions, and what triggered itBarry and Tom discuss Digital Waste Tracking: what's working, what's missing, and why the technology is the easy partTom shares what 10 years of building waste tech has taught him about naivety, humility, and behaviour changeWe hear Tom's vision for using data to map every take-back scheme in the country, and his honest assessment of AI readiness in the waste sector

La utilización de recursos naturales finitos y el aumento de los residuos a nivel mundial nos indican la necesidad de replantearnos seriamente el modelo de producción y consumo que tenemos. En la mayor parte de los países del mundo la llamada economía circular apuesta por un modelo económico y social más responsable con el medio ambiente y más justo con las personas. Reparar, reciclar, reducir y reutilizar son conceptos claves para hacer frente a los retos que tenemos planteados.Esta semana hablamos de la economía circular con Manuel Guerrero, director de la Fundación Economía Circular. Áureo Díaz Carrasco, director ejecutivo de FEDIT, Federación Española de Centros Tecnológicos. Pablo García Fernández, Senior Manager del Departamento de Transformación Sostenible, responsable del Grupo de Acción Economía Circular de Forética. Y Félix Antonio López, investigador del CSIC en el Centro Nacional de Investigaciones Metalúrgicas, miembro de la Plataforma Temática Interdisciplinar de Sostenibilidad y Economía Circular, Coautor del libro 'Economía circular'.Escuchar audio

Resale is forcing brands to rethink product design, pricing, and customer acquisition from the ground up. Ryan Rowe (Archive) and Alison Buchanan (Lululemon) join Brian and Alicia to unpack how lululemon's Like New evolved from a sustainability pilot into a meaningful commercial channel. We unpack messy reverse logistics, the AI agents now quietly running warehouse decisions, and the organizational vision required to make circular commerce work across a vertically structured enterprise. When the Future of Commerce Is Circular, Every Brand Is A Secondhand Brand Key takeaways: Resale has shifted from a sustainability gesture to a commercial channel with P&L accountability. Branded resale wins where third-party marketplaces can't: data integrity, trust, and brand language. Like New must operate to tackle a fundamentally different eCommerce problem — one-of-one inventory breaks mainline systems. AI is moving from assisting warehouse operators to serving as autonomous agents that optimize pricing and routing. Circular commerce is an acquisition engine; roughly half of resale shoppers are new to the lululemon brand. Key quotes: [02:41] "It's a very technical problem. It's a large-scale platform problem that touches virtually every piece of a brand's business." — Ryan Rowe [06:12] "Commerce is, is obviously just a space that we are starting to realize is a strong commercial lever… Like New for our business is really sitting at this intersection of business and impact." — Alison Buchanan [08:40] "Resale of lululemon was happening at scale already all around us. And it was either let it happen without us… or uphold our brand standards." — Alison Buchanan [26:26] "A lot of customers are actually trying brands for the first time with a used item… because it's a way for them to test things like fit and material and quality at a much lower barrier to entry." — Ryan Rowe In-Show Mentions: Archive Like New by Lululemon Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lucy Mortimer of Archipelago Ventures joins David Bank. Archipelago is a UK-based early-stage climate fund investing in materials innovations that enable a truly circular economy. They speak about Lucy about why materials are a sleeper cell in the climate crisis and how Archipelago is innovating in the fund raising process itself, with “collective diligence” - in which Archipelago's prospective partners work together to ask the hard questions. 

The economy was designed to serve life. At some point, it forgot. This article traces how that happened - through colonial extraction, currency manipulation, and centuries of treating the Earth as an inexhaustible resource - and more importantly, what is already being built in its place. It is also worth naming what is being built against it. Central Bank Digital Currencies (CBDC), digital identity systems, and the broader technocratic agenda advancing through institutions like the World Economic Forum represent a competing vision of the future - one where economic participation is surveilled, programmable, and ultimately controlled by the few. That is not a regenerative economy. It is the extractive economy in a new interface. The regenerative economy moves in the opposite direction: toward decentralization, sovereignty, reciprocity, and life. From Time Banks in New York to community currencies in Ecuador to worker cooperatives in Spain, it is not a future vision. It is a present reality, waiting to be joined. And while blockchain and regenerative finance are real and important parts of this picture, the regenerative economy is bigger than any single technology. It is a whole-systems redesign - cultural, spiritual, and practical - of how human beings relate to value, to each other, and to all living beings on Earth.A System Feature | Designed to ExtractA president steps up to the podium in Manila, praising the economic progress their country has fulfilled after, what many of us call “ the plandemic”. Outside the auditorium, a young mother carries her child on her hip, knocking on car windows at a red light, eyes down, asking for alms. The applause inside the hall doesn't reach her. It never does.The president says the currency has strengthened. That prices are coming down. Meanwhile, across the city, a farmer named Rodrigo is standing in the field he has worked for thirty years, calculating whether this harvest will cover the loan he took out before the last typhoon swept his crop away. It didn't. This is not an exception to the economic system. It is a feature of it. A reflection of a culture that does not care about those actually in need.Many nations measure their health through GDP - Gross Domestic Product - which essentially dictates whether or not an economy is “progressing.” It runs under one quiet assumption: that the Earth will keep giving. Indefinitely. Without asking anything in return. That before the calculations around supply, demand, and the balance of everything else, all the raw materials are already ideally supplied.The Earth is answering. Typhoons that once came once a generation now arrive like clockwork. Harvests that fed communities for centuries are failing across the Andes, the Sahel, the Mekong delta. The seasons that indigenous peoples read as living calendars have become erratic, unreliable, grieving. None of this is random. It is a response - accurate and proportional - to an economy built on the assumption that extraction has no cost.If we were truly “abundant” financially, we would not have billions of people at risk of starvation, homelessness, and other manifestations of neglect and poverty. The economy was supposed to serve all life. It has forgotten this. And in forgetting it, it has begun to abandon human life itself.The Story We InheritedMoney was supposed to be a promissory note for the gold reserves one actually held. The paper was a symbol - pointing at something real, something held in a vault somewhere, something that could be touched.Then the notes began circulating. And the longer they circulated, the more people forgot what they were pointing to. Eventually, the circulation gave rise to the idea of turning the notes into currency itself. The symbol became the standard. It became backed not by gold, but by story - a story so strong, so repeated, so programmed into every transaction of daily life, that we began to mistake it for the truth.We placed a middleman between ourselves and our needs. And somewhere along the way, we forgot we had done it. Perhaps, by design. Here is what the story never tells you: the gold itself did not arrive innocently.In 1302, Pope Boniface VIII issued Unam Sanctam, declaring papal authority supreme over all earthly power - making the Earth itself, philosophically, ownable. A century and a half later, that claim became economic policy. Dum Diversas (1452) authorized the enslavement of non-Christians across the globe. Romanus Pontifex (1455) granted Portugal the right to colonize and extract across Africa and the New World. Inter Caetera (1493) extended the same to Spain and the Americas.These were the founding economic legislation of the extractive world we live in - all cloaked in religious language.What followed was centuries of forced extraction. Economists Flynn and Giráldez have documented that colonial American silver - mined through indigenous forced labor in Potosí and across Peru and Mexico - became the standard monetary foundation of early global trade. The gold in the vault was never simply there. It was coercively taken.And then, on August 15, 1971, even that material trace was erased. President Nixon closed the gold window, ending the Bretton Woods system and severing the dollar's convertibility to gold. According to the Federal Reserve's own record, the international community was not consulted. From that moment, currency was backed by nothing but the authority of the government printing it.Knowing that we wrote ourselves into this story, we are now remembering that we can write ourselves out of it. Not only by writing new stories, but by reconnecting with stories that existed long before our current economic situation - stories that are still alive, still practiced, still remembered by the communities that never abandoned them.What Has Always WorkedBefore the conquest of certain nations to centralize power into their hands, other societies practiced more communal and regenerative ways of exchanging value. To them, considering other people and the Earth itself was not an ethical add-on. It was integral to the flourishing of their economies.Pre-colonial PhilippinesLong before the Spaniards arrived, the Philippine archipelago was a major hub in the maritime Silk Road - one of Asia's most active trade networks. Communities exchanged with Chinese, Japanese, Arab, and Indian traders at coastal ports and river settlements.The archipelagic geography made it impossible to consolidate wealth in any single place. Different tribes like the Maranao exchanged surplus agricultural produce, textiles, metalware, and forest products through robust barter systems built on kinship ties and alliances among polities. Value moved between two people who chose to relate. No middleman. Mutual trust was the economic infrastructure.Andean PeoplesThe Quechua people organized their economy around a relational foundation that lives in the language itself. Ayni - sacred reciprocity. Minka - collective community work. Randi-Randi - generalized reciprocity, the understanding that what circulates returns. All three connect to the broader principle of Sumak Kawsay: good living in right relationship with community, land, and the living world.Sumak Kawsay does not separate prosperity from the wellbeing of ecosystems. It understands them as one thing. This recognition runs so deep that Ecuador enshrined it as the central guiding principle for its national development in its 2008 constitution - the living legal inheritance of an ancient economy that knew how to stay.Haudenosaunee in North AmericaIn their 1981 formal statement to the United Nations, the Haudenosaunee Council of Chiefs articulated what their communities had practiced for centuries: that the earth was created for all to use, forever - not for the present generation to exhaust. Under their law, land is held by the women of each clan, who farm and care for it for the benefit of future generations.The Haudenosaunee saw land as a responsibility to be stewarded in trust. Anthropologist Kurt Jordan from Cornell University documented their economic practices and described them as “a reasonably sustainable, localized economy” even under intense external pressure. They had embodied communal stewardship long before theories about such things were written down.Southern Africa“I am because we are.”This is Ubuntu - the philosophy at the core of both social and economic life across Southern Africa. Communities in South Africa and Mozambique relied on mutual aid networks, intergenerational knowledge systems, and participatory rituals as practical economic infrastructure. These systems enhanced community cohesion and collective resilience precisely in the moments when extractive economies failed them. They understood, bone-deep, that no human being thrives in isolation.Diversity of Regen Economic SystemsMany communities across continents are actively rebuilding economic systems beyond the extractive model. The following are not theoretical. They are actively running. Hence, the more diversity of economic systems each person and community practices, the more abundant, unbreakable and independent we are from degenerative systems from governments and corporations that want to control it all. The Commons FoundationOne body of research forms the intellectual foundation for nearly all of them: the life's work of Elinor Ostrom, the first woman to receive the Nobel Prize in Economics. Ostrom spent decades documenting over 800 cases of communities successfully governing shared resources - in Switzerland, Kenya, Guatemala, Nepal, and beyond - without either privatization or state control.Her conclusion was simple and radical: communities do not inevitably destroy what they share. Given the right institutional design, they protect it and pass this duty to the next generation. And her eight design principles for successful commons governance - the framework that emerged from all that fieldwork - describe, as she herself acknowledged, the same governance systems that indigenous communities had been practicing for centuries.Her work is not a new idea. It is a confirmation of ancient ones.Regenerative Economics | Beyond ReFi - The Whole-Systems VisionWhen most people first encounter the term “regenerative economy,” they arrive through crypto. Through ReFi - regenerative finance - and the promise of blockchain as a tool for funding ecological restoration, decentralizing power, and making impact transparent. These are real contributions. They matter.But John Fullerton, founder of the Capital Institute and one of the most rigorous thinkers in this field, spent two decades on Wall Street before arriving at a different and more fundamental question: what if the entire framework of modern finance is running in conflict with how life actually works?Fullerton's work focuses on building an economic framework that supports the long-term health of people, communities, and the planet - not by tweaking the existing system, but by replacing its underlying logic. His core argument is that we are running our society in conflict with the patterns and principles that explain how life works.His answer is what he calls regenerative economics: eight principles drawn from living systems science that describe how healthy economies - like healthy ecosystems - actually function. Diversity. Balance. Circular flow. Robust circulation. Surplus financial capital, in his framework, needs to be recycled and regenerated into other forms of capital - natural, social, and cultural. Not hoarded nor extracted. Composted back into the living system that produced it.ReFi, in Fullerton's framing, is one tool within this larger architecture. Blockchain can decentralize power. Tokenized nature credits can make ecological value legible to markets. Community currencies can circulate value locally. But the technology is only as regenerative as the values underneath it. A crypto project built on extraction logic is still extraction, regardless of the chain it runs on.Regenerative economy is not a financial product. It is a civilizational shift - in how we measure wealth, in what we decide to protect, in whose voices count when decisions are made. ReFi is welcome in that shift. It is one current in a much larger river.Time BanksIn Jackson Heights, Queens, a retired nurse named Gloria hasn't touched the formal economy in months for the things that matter most to her. She spends three hours teaching English to a recent immigrant. Those hours become credits. She spends them on home repairs from a neighbor who knows carpentry. He spends his credits on childcare. The loop keeps moving.This is a Time Bank - a community exchange system built on one radical premise: everyone's time is worth the same. One hour of legal advice equals one hour of gardening equals one hour of emotional support. The hierarchy of market wages disappears. What remains is a web of people who need each other.Edgar Cahn, who developed Time Banking in the 1980s after surviving a near-fatal heart attack, called it “co-production” - the idea that the economy needs what the market can never price: care, community, civic participation, the work of raising children and holding elders. Time Banks make that invisible labor visible, and circulate it back into the community that produced it.Today there are over 500 Time Banks operating in more than 30 countries. Some have formalized into neighborhood institutions. Others run through apps. All of them rest on the same foundation the Quechua called Ayni - sacred reciprocity - translated into the language of modern urban life.Mondragon CorporationThe Mondragon Corporation in Spain's Basque region remains the most studied proof that democratic ownership functions at scale. Founded by six worker-owners in 1956, it now comprises 96 cooperatives employing over 70,000 people, with annual revenues exceeding €11 billion. Workers own the company collectively, vote on strategy at general assemblies, and operate under a constitutionally capped pay ratio of 6-to-1 between the highest and lowest earners.Traditional Dream FactoryIn a 25-hectare village in Alentejo, Portugal, Traditional Dream Factory is a living prototype of the self-sustaining regenerative community - blending collective ownership, ecological restoration, intentional community, and decentralized economy in one working place. They have raised over €1.25 million in total capital across 280+ token holders. Their 2026 build phase is completing co-living rooms, artist studios, a farm-to-table restaurant, a mushroom farm, and a biopool wellness space.AtreyuInvestment, as most of us have encountered it, prioritizes short-term financial returns above all else. Atreyu challenges this at the root by approaching investment through living systems principles and deep relational due diligence. They support their investees to ensure that both the enterprises and the ecosystems they steward realize their potential - together. They focus on early-stage businesses and actively encourage steward-ownership models that enshrine self-governance and purpose orientation.Muyu CoinOne of the first social coins in South America, Based in Ecuador - Muyu serves as an alternative exchange system rooted in community trust and an understanding of sacred economy. It protects the sovereignty of communities in their production, distribution, exchange, consumption, and post-consumption - keeping the loop of value inside the community rather than extracting it outward. It uses Cyclos, an enchrypted platform, a base.It first did an attempt to start in 2015, but not many people showed interest. It then came back very strong in 2020, due to the “plandemic”. People felt the need to have alternative ways to transact that was not controlled by limiting governments. Giving communities complete independence. Currently with over 150+ members who are exchanging goods and services in different nodes throughout the country. From food produce, clothing and art -to- car mechanic, dentists and school teachers serving to the community.Grassroots EconomicsFounded in Kenya, Grassroots Economics supports communities in building their own self-sustaining economies - even when national currency is scarce - through a model called Commitment Pooling.Consider Wanjiru, a vegetable seller in Mombasa's Bangla Pesa network. During a slow week when Kenyan shillings are tight, she issues a Community Asset Voucher - a commitment to provide vegetables - and deposits it into a communal pool. Her neighbor, a carpenter named Kamau, redeems it. He offers his own labor in return. The loop closes. Food reaches a family that needed it. A roof gets repaired. No national currency changes hands.This is not a workaround. It is a return to how value was always supposed to move.Since Grassroots Economics was established in 2010, they have supported 26,600 people across 290+ communities, issuing over 2,140 vouchers. Their protocol is inspired by indigenous Rotational Labor Associations similar to Kenya's mwethya and harambee traditions. It is open-source and blockchain-agnostic - meaning any community, anywhere, can deploy it.The Choice in Front of UsThese regenerative endeavors share one answer to the core assumption of the extractive economy: the economy does not need to extract in order to function. Value can circulate and regenerate rather than accumulate. Ecological health, community resilience, and the wellbeing of the next generations are not costs to minimize - they are the actual metrics that demonstrate economic success.The question is no longer whether it is possible. It is happening. The question is whether enough of us choose to participate in building it, and whether we remember our roles as stewards of the Earth that has always sustained us.We get to choose the future we want for ourselves, our children, and the seven generations that come after.Your Role in the Regenerative EconomyReading this is already a kind of remembering. The question that follows is simple: where do you begin?The regenerative economy is not waiting to be invented. It is waiting to be joined. Every one of the models described here started with a small group of people who decided to practice a different relationship with value - before it was proven, before it was popular, before it was funded.Here are real entry points, available now:Start with your immediate circle. Identify three skills or resources you have in excess - time, knowledge, food from a garden, tools sitting unused. Offer them. Ask for what you need in return. This is Ayni. It requires no platform, no signup, no permission.Relocalize your spending. Every dollar (fiat currency) that circulates inside a local economy multiplies its impact without leaving the community. Farmers markets, community-supported agriculture, local cooperatives, regenerative small businesses - these are not lifestyle choices. They are votes for a different system, cast weekly.Find or start a Time Bank in your area. hOurworld.org and TimeBanks.org maintain active directories. If nothing exists near you, starting one requires little more than a spreadsheet and a Telegram/Whatsapp group.Join a community working on this. It can be our Regenerative Leadership Community from www.regenerativeculture.life is one place. There are others - transition towns, ecovillages, commons networks - in most regions of the world. Find your people. The regenerative economy is, at its root, a relationship economy. It does not work alone.Learn the language. Permaculture design, commons governance, cooperative economics, sacred reciprocity - these are not abstract concepts. They are practical skills with deep traditions behind them. The more fluent you become, the more useful you are to the communities building this.The scale of what needs to change can feel paralyzing. It is not meant to. The models described in this article did not begin at scale. Mondragon began with six people. Grassroots Economics began in one neighborhood in Mombasa. The Quechua did not design Ayni for a movement - they designed it for a harvest.Start where you are. With what you have. With whoever is near you. That has always been enough to begin. It's not easy, but it is possible.Written by Gertie Farenas and Yoshi Pantera - 90% by us humans and 10% AI assisted.This Audio is recorded by a true voice - Yoshi PanteraThis article is part of the Regenerative Culture Chronicle - a publication exploring the ideas, practices, and communities building a world that benefits all life.Learn more at RegenerativeCulture.LifeThanks for reading Regenerative Culture Chronicle! This post is public so feel free to share it.Regenerative Culture Chronicle is a reader-supported publication. To receive new posts and support our work, consider becoming a free or paid subscriber. Thank you! Get full access to Regenerative Culture Chronicle at regenerativecultureworld.substack.com/subscribe

Oil Drops – Still highest cost for Memorial Day in years Consumer Sentiment Drops again New Fertilizer coming – Kinda Soilent Green vibe Everyone is talking about SpaceX PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Drops - Still highest cost for Memorial Day in years - Consumer Sentiment Drops again - New Fertilizer coming - Kinda Soilent Green Concept - Everyone is talking about SpaceX Markets - Nothing Really Matters - Anyone can see - New HIGHS - Governments picking the winners again - CHIPS ! - Concentration NVDA - Over the weekend, Jensen Huang said that his forecast of a $200 billion market for CPUs includes China, signalling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions. - During an earnings call on Wednesday, Huang said Nvidia's new "Vera" central processors give it access to a new $200 billion market. - So, once again the PR machine is running overtime to make sure there is no reason for anyone to sell the stock - needed to make this clarification over the weekend - Nvidia has received licenses from the U.S. government to sell its H200 chips but has not received approval from Chinese officials who are fostering China's own chip suppliers. Consumers - Consumer sentiment has tumbled to a fresh record low in May as fears of higher prices grow due to the U.S.-Iran war and elevated oil prices, the University of Michigan's Surveys of Consumers said Friday. - The index of consumer sentiment fell to 44.8 from a preliminary reading of 48.2. It's also well below the 49.8 level seen at the end of April. Consumers Upset South Korea - Record after record... - This is an impressive chart - Two companies -Samsung and SK Hynix -----40% of the entire KOSPI index's total market capitalization. Kospi Index Who Believes this Crap? - U.S. forces have conducted “self defense” strikes in southern Iran early Tuesday, with U.S. Central Command saying that this was to “protect our troops from threats posed by Iranian forces.“ - “U.S. Central Command continues to defend our forces while using restraint during the ongoing ceasefire,” Hawkins added. - Meanwhile there was some talk over the weekend that --- 1) We are very close to a deal and it will happen soon ----2) We are in no rush for a deal ----3) How many times is this same line going to be used to try to push the price of oil down (it did move towards $90 after the weekend resumption of futures trading) - Neither side can agree on anything... Secretary of State Marco Rubio said on Friday that the United States has seen some progress towards a deal but that more work was required, while Iran's foreign ministry said the differences remained deep and significant. - Tiresome CEO of Ford - Did you know -??? - The CEO of Ford (Jim Farley) is cousin to Chris Farley Farley and Farley Crops - Farmers worldwide are under pressure due to the Iran war disrupting supplies of conventional nitrogen fertilizers, forcing them to improvise ahead of the fall planting season. - Some farmers are turning to age-old solutions like manure, while others are experimenting with newer technologies, including waste-based inputs and microbial products. -----Circular bio-economy The crisis is giving fresh momentum to products that have long struggled to gain widespread adoption, with demand for biofertilizers and biostimulants rising and companies seeing rising interest and increased sales. - Municipal wastewater and treated human urine, which contain high levels of nutrients that can be processed. ---- So, if your corn is a little extra yellow this summer - now you know... Government's Hand - Quantum computing shares popped last Thursday, as the U.S. government said it would award $2 billion in grants to nine firms operating in the space. - IBM is the biggest beneficiary of the package, with the U.S. Commerce Department agreeing to give the firm $1 billion. - Chipmaker GlobalFoundries is receiving $375 million, while other grant recipients D-Wave Quantum, Rigetti Computing and Infleqtion will be awarded $100 million. - Shares of D-Wave added 33%, Rigetti soared 30% and Infleqtion skyrocketed about 31%. - Funding will come from the 2022 Chips and Science Act. More Money Throwing - Nvidia Corp. bought $500 million worth of rights for shares in Corning Inc. as part of a partnership to expand artificial intelligence infrastructure. - Corning pledged to increase US fiber production capacity by more than 50% to supply more optical fiber for AI data centers. - The partnership includes Corning's plan to construct three new complexes in North Carolina and Texas, which is estimated to create more than 3,000 new US jobs. DEBT - Global debt hits new record, IIF (institute for International Finance) report shows - Global debt rose for a fifth consecutive quarter in Q1 2026, increasing by more than $4.4 trillion to a record high of over $350 trillion, with the increase concentrated largely in the United States and China. - Investors shows signs of shift away from Treasuries - Global debt-to-GDP ratio stable around 305% - NOTHING TO SEE HERE Global Debt More Charts AI Reality? - Starbucks retires AI tool nine months after North American deployment - Tool was part of CEO Brian Niccol's campaign to fix product shortages - AI tool miscounted items, leading to errors, Reuters has reported Starbucks cites need for consistency, supply chain improvements in ending program More AI - Elon Musk's Grok is seeing minimal adoption in US government - even though it's cheap- - Grok lags far behind OpenAI and other rivals that analysts call more capable - Data shows uptake by corporations is also weak, suggesting Grok's problems stretch beyond government - Is it possible that corps don't trust Musk after the way he heavy handled the DOGE process? - Is this going to impact SpaceX growth story? Employment and Ai - The co-founder of AI company Anthropic said on Monday that the development of artificial intelligence cannot be left solely to technology companies, urging greater oversight from religious leaders, governments and civil society. - Speaking at the presentation of Pope Leo's first encyclical, addressing the challenges posed by artificial intelligence, Chris Olah said there was "a real possibility" that AI will displace human labour "at very large scale". Scared - China is restricting overseas travel for top AI professionals in private firms, requiring them to get approval from relevant authorities before embarking on overseas travel. - The government is targeting talent within the AI sphere, including startup founders, researchers, and executives, and adding individuals to the list based on assessments of their critical importance to the country. - The restrictions risk undermining the ability of AI firms in China to recruit and retain talent, and may force engineers with global ambitions to choose between staying home or going abroad earlier in their careers. CHIPS - Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 18%, driven by insatiable artificial intelligence demand for its memory chips. - The stock surge came as UBS tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing. - “We believe the market will start to put a more ‘normal' multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex,” the firm wrote. SpaceX - Lots of interest on this... - Lots of clients calling on this and we are working on this for them - Here is a bit of a reality check... --- First - company still losing billions of dollars - some may look past that - - Weird inclusion period for indices and that may take stock up due to required buying ahead of the inclusion (keeping a floor on prices in the beginning) ---- SpaceX plans to allow a large portion of its shares to become eligible for resale before the usual six-month restriction period post-IPO, under a staged system conditioned to the company's performance, a company filing shows. - The approach, designed to avoid a large wave of shares hitting the market at once, would depart from the standard 180-day lock-up that has prevailed in the U.S. Most companies going public restrict early investors from selling shares to help stabilize the stock. - Valuation somewhere between $1.5T and $2T (a year ago it was like $400 million) - Valuation in December was $750 M - Rationale for the big valuation: SpaceX is leveraging its satellite network to build massive, space-based AI data centers, which take advantage of limitless solar energy and off-planet cooling Retail  - Ross Stores Inc. raised its sales and profit guidance after first-quarter results surpassed consensus estimates, aided by strong customer traffic among younger shoppers. - The company reported sales of $6.01 billion and earnings of $2.02 per share, with same-store sales growing 17% in the period, a record for Ross. - Ross now expects full-year same-store sales to grow 6% to 7%, and earnings of $7.50 to $7.74 per share, with executives citing increased customer traffic as a key driver of profit. Meanwhile - Walmart issued a worse-than-expected financial outlook amid soaring gas prices. - Finance chief John David Rainey said high tax returns may have muted some of the impact high gas prices had on shoppers in the first quarter, indicating consumer pressures could rise in the current quarter - The big-box retailer issued fiscal first-quarter results that beat Wall Street's expectations on the top line but were only in line on the bottom. - The retailer said it's expecting adjusted earnings per share to be between $2.75 and $2.85, lower than expectations of $2.91, according to LSEG. - Walmart said it anticipates net sales will rise between 3.5% and 4.5% for the year. Ferrari - Electric - Ferrari (RACE) is trading lower today after the company unveiled its first fully electric vehicle, the Ferrari Luce, marking a major strategic shift away from its traditional combustion-engine supercar identity. - The Luce is a four-door, five-seat ultra-luxury EV developed with former Apple (AAPL) design chief Jony Ive, featuring a quad-motor setup producing over 1,000 horsepower, a 0--60 mph time of roughly 2.5 seconds, and a price tag around $640,000. - Despite these headline-grabbing performance specs, investors reacted negatively because the design is seen as a sharp break from RACE's iconic styling, with many critics arguing it looks closer to a mass-market EV than a traditional Ferrari. Saying goodbye - One of America's once-dominant beer brands is being discontinued after more than 175 years. - Schlitz Premium, a beer brand that traces its roots to Milwaukee in the 1840s and was once among the largest breweries in the country, is being put "on hiatus," parent company Pabst Brewing Co. confirmed Friday after Wisconsin Brewing Company announced it would brew the brand's final batch later this month. - "Unfortunately, we have seen continued increases in our costs to store and ship certain products and have had to make the tough choice to place Schlitz Premium on hiatus," Zac Nadile, Pabst head of brand strategy, said in a statement to Milwaukee Magazine. Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM)   Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter