Podcasts about Colossus

Send us a text

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Palmer Luckey is a relentless builder and original thinker. He founded Oculus, bringing virtual reality to the mainstream, and is now reshaping the future of defense and technology with Anduril. I hope you enjoy this conversation. Palmer is the founder of Anduril, which makes next-generation military technology for the US and its allies. Since bringing the company to life in 2017, Palmer and Anduril have disrupted the established order in the Defense industry. Prior to Anduril, Palmer founded Oculus VR, a virtual reality business that he sold to Facebook for $2 billion. Palmer is only in his early 30s, but he has already experienced more than most people will in a 40-year career. We talk about innovation, invention, differentiated thinking, and so much more. Please enjoy this great discussion with Palmer Luckey. Listen to Patrick's Business Breakdowns with Anduril CEO. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by WorkOS. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. With a single API, developers can implement essential enterprise capabilities that typically require months of engineering work. By handling the complex infrastructure of enterprise features, WorkOS allows developers to focus on their core product while meeting the security and compliance requirements of Fortune 500 companies. Visit WorkOS to Transform your application into an enterprise-ready solution in minutes, not months. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @joincolossus Show Notes (00:00:00) Welcome to Invest Like the Best (00:01:15) Meet Palmer Luckey (00:02:03) The importance of synthetic long-chain hydrocarbon fuel (00:08:12) Ranking America's potential for innovation (00:11:18) Why there aren't more ⁠Thiel Fellowships⁠ (00:13:31) The principles that motivate and drive him (00:16:56) What it has been like working in the world of defense after the attack on Israel (00:19:09) Surprising lessons learned when building a large company (00:22:37) How to approach a new field initially (00:27:20) Meeting other out-of-the-box thinkers (00:31:46) Inventors working backward from existing systems versus forward from their ideals (00:33:26) The most pressing issue in national security (00:39:36) What matters most for America from a defense perspective (00:42:33) How to determine which problems to prioritize (00:48:59) Lessons learned from working with AI (00:55:56) How Apple is shaping the future of VR (01:00:11) Which videogame a prospective employee should excel at (01:02:41) Why ⁠Oculus⁠ was so successful in marketing (01:09:48) The kindest thing

Deep in the haunted realm of Averoigne, something ancient and profane is stirring. A vanished sorcerer, a trail of stolen corpses, and a ruined fortress whisper a single, terrifying secret—one only the bravest dare uncover. When strange lights blaze above the crumbling battlements of Ylourgne and the dead themselves begin to wander, a lone seeker of forbidden truths must confront the darkness his former master left behind. In this season-ending descent into Gothic terror, Horror Hill host Erik Peabody guides listeners through Clark Ashton Smith's legendary tale of necromancy, dread, and the monstrous consequences of unchecked ambition. Expect infernal rituals, eerie revelations, and the creeping certainty that some horrors were never meant to be unearthed. Brace yourself. The shadows are gathering, the earth is trembling, and something colossal is waking. Welcome to the finale. To watch the podcast on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://bit.ly/ChillingEntertainmentYT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Don't forget to subscribe to the podcast for free wherever you're listening or by using this link: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/HorrorHillPodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you like the show, telling a friend about it would be amazing! You can text, email, Tweet, or send this link to a friend: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/HorrorHillPodcast⁠⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of The Everyday Ironman Podcast, previous guest Chris Curtis returns to share his journey to becoming a first-time Ironman at Ironman Florida. Chris first joined us back in Episode 204 (May 2025), and this time he brings a full recap of what it took to get to Panama City Beach and how race week unfolded. From his experience volunteering at Athlete Check-In to balancing nerves and excitement, Chris offers a unique look behind the curtain of IMFL. His wife, Julie, joins the conversation briefly to share her own perspective on supporting an athlete through the big weekend. Chris also drops a race-day tip we've never heard before. And while he insists he won't be getting the M-Dot tattoo, he is proudly adding “Ironman Finisher” to his email signature.#IronmanFlorida #EverydayIronmanPodcast #AgeGroupAthlete #IMFL #TriathlonJourney #TriLife #FirstTimeIronmanFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the show

Send us a textHYROX Dallas did not disappoint! In this episode, we relive the highlights—from PRs and podiums to the incredible energy of the BCFitFam showing up big. We talk race-day wins, team moments, and what made this weekend one for the books. Then we shift gears into what's next: goals, upcoming events, and how to ride this momentum into the next phase of training. This is the post-race hype you  Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showBecome a member and support the show:https://patreon.com/RunningwithJames?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=creatorshare_creator&utm_content=join_link

In this special episode of The Everyday Ironman Podcast, we bring back four past guests—Tony Carveth, Shane Forsyth, Darryl Dalton, and Jason Korbel—to recap their journey to the 2025 Ironman World Championship in Nice, France. With six audio tracks in play, we opted for minimal editing to keep the conversation real, raw, and authentic.Each athlete shares what it really took to get to Nice, including travel logistics, gear considerations, and the overall cost of racing a World Championship event. They also break down the challenging course, the stunning scenery, and what stood out most about the culture and energy in France.Beyond the race, the guys reflect on the unforgettable connections they made with fellow Age Group Athletes and members of The Everyday Ironman Podcast community.#EverydayIronman #IronmanWorldChampionship #IMNice #AgeGroupAthlete #TriathlonLife #SwimBikeRun #IMWC2024Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the show

Send us a text#358 - Us runners know that Thanksgiving means one thing - Turkey Trots! This year, I not only give some updated numbers of just how much Turkey Trots have grown, but I also share a bit about the history of Thanksgiving itself! And to top it all off, just like that extra serving of whipping cream, I talk about gratitude! So, dive right in! Have some fun this week and enjoy your Turkey Day race! Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showMartha Runs the World websitehttps://www.martharunstheworld.com/Email:martharunstheworld@gmail.comInstagram:https://www.instagram.com/martharunstheworld/#

Clair Obscur: Expedition 33 dominated The Game Awards' 2025 nominations, but how many awards will it win? The boys predict the big TGA winners, share their announcement bets, and discuss the biggest news of the last three weeks! Timecodes: 00:00:00 - Intro/Housekeeping (Thanksgiving Week) | 00:03:28 - Three Weeks of News in 16 Minutes (Grand Theft Auto VI's Delay, Half-Life 3 Rumors, Steam Machine, Super Mario Galaxy Movie Trailer, Zelda Movie Images) | 00:20:05 - Main Topic: The Game Award 2025 Predictions (Announcements) | 00:30:44 - Main Topic: The Game Award 2025 Predictions (Award Winners) | 1:09:30 - Rotating Segment: Game of the Week of the Year (2013) | 1:11:46 - Draft Day Starring Kevin Costner (ARC Raiders, Lumines Arise, Dragon Quest I & II HD-2D Remake, Morsels, Demonschool, Kirby Air Riders) | 1:13:08 - Game, Watch, Listen (GAMES: ARC Raiders, Shadow of the Colossus, Donkey Kong Country: Tropical Freeze | MOVIES: The Running Man, Bugonia, Silence | TV: Slow Horses (S5), Pluribus | MUSIC: Rosalía - Lux, Mon Laferte - Femme Fatale) Shoutout to Mizuki Kuroiwa for the incredible podcast artwork and to Thomniverse Remix for the music. Send any questions, comments, or concerns to thesupermosherbrothersshow@gmail.com. Thanks for listening!

Our teacher today is Julian Flannery, co-founder and CEO of Summus, a company democratizing access to the world's leading doctors to drive better health outcomes and cost savings for employers and health plans. As we explore the future of human health, we turn to specialty care, where U.S. healthcare's spiraling costs, inadequate speed, and care disparities are most acute. Yet our system's greatest strength remains the expertise of our leading doctors—a national treasure that Summus was designed to connect with patients through an ecosystem of over 5,000 of the world's best physicians.  This special session explores Julian's fascinating journey from the White House and Morgan Stanley to pioneering the expert economy at GLG, and ultimately building what we can only describe as a miracle factory that's having an extraordinary impact on humanity. Please enjoy class with Julian Flannery For the full show notes, transcript, and links to mentioned content, check out the episode page⁠ here.⁠ —-- This episode is brought to you by⁠ ⁠Portrait Analytics⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at⁠ ⁠portraitresearch.com⁠⁠ —-- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit⁠ joincolossus.com/episodes⁠.  Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). Follow us on Twitter: ⁠@Buhrman_Rick⁠  | ⁠@PaulBuser⁠ | ⁠@JoinColossus⁠ Show Notes (00:00:00) Welcome to Joys of Compounding (00:02:09) Julian's Personal Healthcare Journey (00:02:41) Julian's Career and Leadership Insights (00:06:14) Julian's Early Life and Influences (00:13:18) Julian's College Years and Challenges (00:15:27) From the White House to Business School (00:22:03) Navigating the Business World (00:35:46) Building Summus: The Vision and Impact (00:42:51) Understanding the Healthcare System (00:49:42) Navigating Complex Healthcare Costs (00:50:44) Finding the Right Specialist (00:51:45) Building an Expert Marketplace (00:52:37) Challenges of Starting a Healthcare Startup (00:54:06) Trust and Expertise in Healthcare (00:56:02) How Summus Bridges Healthcare Gaps (00:58:32) The Role of Technology and Service (00:59:25) Creating a Doctor-First Culture (01:00:33) Summus' Impact on Employers and Employees (01:24:44) The Future of Healthcare and AI (01:29:04) Leadership and Building a Great Team (01:33:02) Personal Reflections and Gratitude

Send us a text

Tech billionaires have made an enormous bet on AI, the biggest bet that tech has made on anything in a very long time. Reporter Sruthi Pinnamaneni goes on a journey – from Data Center Alley to the shadow of Colossus – to see what the money's being spent on, and to learn what happens if things go wrong. Support Search Engine! To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In part two of our story about Elon Musk's growing data center empire, we visit the battle between people in Memphis and xAI. And we try to understand a strange, untested assumption at the heart of the AI financing boom. Support Search Engine! To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

My guest today is Cosmo Jiang, Partner at Pantera Capital. Pantera was one of the earliest institutional voices to embrace digital asset treasury companies, or DATs, and helped catalyze the Solana DAT wave. We begin by unpacking the DAT investment thesis using a traditional fundamental investing framework. We then discuss the role of DATs in the crypto-ecosystem, the convergence of crypto and traditional finance, and why Solana is their largest position. Please enjoy this conversation with Cosmo Jiang. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:04) Introduction to Digital Asset Treasury Companies (DATs) (00:01:44) Understanding the Role of DATs in the Crypto Ecosystem (00:02:48) The Investment Thesis Behind DATs (00:04:13) Comparing DATs to Traditional Financial Models (00:06:59) MicroStrategy's Strategy and Performance (00:09:53) Active Management vs. Passive Investment in DATs (00:13:40) Pantera Capital's Journey with DATs (00:16:51) The Rise of Solana DATs (00:20:20) Advocating for Solana and the Role of Spokespersons (00:22:46) Guiding Investors on Solana Exposure (00:23:28) Exploring AI Investment Strategies (00:24:10) The Role of ETFs in Digital Asset Management (00:25:19) Active Management vs. Spot Investments (00:25:53) The Future of Digital Asset Treasuries (00:27:43) The Intersection of TradFi and Crypto (00:29:24) Governance and Decentralization in Crypto (00:33:22) Solana: A Promising Layer 1 Blockchain (00:43:21) Current State and Future of Crypto Markets Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Everyday Ironman Podcast, we sit down with Dana Crews to unpack her powerful journey back to Ironman California. Dana's path to endurance sport is anything but ordinary—she grew up competing in basketball, cross-country, and track before majoring in Theatre in college. After losing her father, she returned to running as a way to raise money for cancer-related charities, only to face her own Thyroid Cancer diagnosis in 2014.With a background in CrossFit, Spartan Racing, and even coaching, Dana brings a unique blend of grit and creativity to triathlon. She completed her first Ironman at IMCA in 2023 and returned this year aboard her custom tie-dye Trek Speed Concept Project One. Dana shares what she loves most about the IMCA course, what she'd improve, and why her Great Danes keep her grounded.Follow Dana on YouTube: @Trihrdrgrl#EverydayIronman #IronmanCalifornia #AgeGroupAthlete #Trihrdrgrl #TriathlonJourneyFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the show

Send us a textThis week, James and the crew break down what it really takes to stay sharp in the final stretch before HYROX Dallas. From smart training adjustments to the art of the hype huddle, we talk mindset, movement, and the small details that make a big difference on race day. Whether you're chasing a PR or taking on HYROX for the first time, this episode gives you the focus, confidence, and game plan you need to hit the grid ready to dominate. Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showBecome a member and support the show:https://patreon.com/RunningwithJames?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=creatorshare_creator&utm_content=join_link

Send us a text#357 - There may be a time when something happens in our lives that completely upends our running plans. Maybe we have a serious injury or we lose our job or we go through a divorce. Whatever life-changing event it is, there are ways we can handle it that may help us to get through and still see that small light ahead. Not all is lost! Have faith. In my past, I have not always handled big changes the best, and I've had to learn how to manage them in better, more productive manners. Changes happen, we can't stop them from taking place, but we can work to make sure that these changes don't completely hurt our lives. And, in those rare times that the changes are so great there is not much we can do, we still need to remember that small light in the distance. It's there and it will always be there.   Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showMartha Runs the World websitehttps://www.martharunstheworld.com/Email:martharunstheworld@gmail.comInstagram:https://www.instagram.com/martharunstheworld/#

In this week's episode, Kacy and Tyler talk about 4mFit's plans for the rest of 2025 and what is coming soon for 2026.Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

Send us a textFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate.  Ramesh Narayanaswamy, co-founder and portfolio manager of Tourbillon Partners, joins me to explore what is now a pure-play aerospace business. We discuss the unique dynamics of the aerospace supply chain and the long-cycle nature that differentiates this industry. We also explore the complexity of aircraft engine manufacturing and how GE exemplifies the powerful model of selling services attached to equipment. Please enjoy our conversation on GE Aerospace. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠⁠ here.⁠⁠⁠⁠⁠ —- This episode is brought to you by⁠⁠ ⁠Portrait Analytics⁠⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at⁠⁠ ⁠portraitresearch.com⁠⁠⁠ — Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:01:52) Overview of GE Aerospace (00:04:01) Commercial Jet Engines: Market and Segments (00:08:16) Military and Defense Applications (00:10:07) Financials and Revenue Streams (00:15:57) The Legacy and Transformation of GE (00:20:31) Jet Engine Industry and GE's Role (00:22:04) Challenges and Partnerships in Jet Engine Manufacturing (00:28:39) Revenue Models and Customer Segments (00:30:29) Understanding the OE and Aftermarket Revenue Models (00:31:50) The Profitability of Aftermarket Services (00:34:25) Revenue Models in the Aftermarket (00:36:11) Growth Strategies and Market Dynamics (00:39:38) Impact of Economic Cycles and Resilience (00:43:33) Capital Intensity and Return on Capital (00:47:12) Competitive Landscape and Technological Risks (00:55:07) Valuation Approaches and Market Perception (00:57:39) Key Takeaways and Lessons from GE

This week's guest is Matt Leone, former Special Projects Editor at Polygon. Hear all about his new website Design Room, and his work on the oral history of Final Fantasy VII and and Shadow of the Colossus. Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Everyday Ironman Podcast, Mike and Ashley welcome Ryan Richter, a Canadian triathlete living in Atlanta, who recently raced Ironman 70.3 Augusta. Following last week's recap, Ryan's story highlights how two athletes can share the same race and conditions—but have completely different experiences.Ryan talks about his athletic background in volleyball, badminton, and adventure racing, and how that led him to triathlon. He also shares his training strategy, nutrition plan, and race-day logistics, along with insights into his Canyon Speedmax setup and thoughts on electronic shifting as a safety benefit.Mike tests his theory on the expansion of the earth giving Ryan (a professional Map Maker) the chance to educate us all on tectonic plates. They wrap up discussing walk breaks, pacing, and Ryan's future race goals.#EverydayIronman #TriathlonPodcast #Ironman703 #Augusta703 #AgeGroupTriathlete #TriLife #TriathlonTraining #CanyonSpeedmax #TriathleteStories #EnduranceSports #SwimBikeRunFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the show

Send us a textHYROX isn't just physical — it's mental.In Week 3 of our Building Your Best HYROX training series, James breaks down the mindset tools elite hybrid athletes use to stay calm under pressure, manage discomfort, and keep moving when the race gets tough.Inside this episode:

To me, my X-Men! The New X-Men burst on the scene 50 years ago and gave us some iconic stories that are still being adapted today. Not to be outdone, the original X-Men formed a new team called X-Factor ten years later. This week we look back at the legendary team ups of these mutants and see how they have evolved. Jay and Josh are mutant and proud on Superhero Suite.

Our teacher today is Matteo Franceschetti, co-founder and CEO of Eight Sleep, whose Pod technology ranks among the top five products that have meaningfully improved my quality of life. This conversation launches our series on founders and investors revolutionizing human health, covering everything from diagnostics to longevity science to biotechnology. Matteo's story is fascinating—he's an unlikely health tech founder who grew up in Italy pursuing law with little scientific or medical background, yet he's combined the discipline of an elite multi-sport athlete with the resilience of a serial entrepreneur to build a category-defining company. We discuss the challenges of building a consumer hardware company and how his team raised capital from world-renowned investors while achieving cash flow positivity to control their destiny. Please enjoy class with our friend Matteo Franceschetti. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠ here.⁠ —-- This episode is brought to you by⁠ ⁠Portrait Analytics⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at⁠ ⁠portraitresearch.com⁠⁠ —-- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit⁠ joincolossus.com/episodes⁠.  Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). Follow us on Twitter: ⁠@Buhrman_Rick⁠  | ⁠@PaulBuser⁠ | ⁠@JoinColossus⁠ Show Notes (00:00:00) Welcome to The Joys of Compounding (00:00:57) Meet Mateo Franceschetti: The Sleep Maestro (00:01:48) Mateo's Journey: From Italy to Health Tech (00:02:45) The Science and Impact of Sleep (00:05:57) Personal Stories and Early Ventures (00:15:23) From Law to Entrepreneurship (00:27:54) The Birth of Eight Sleep (00:32:20) Thought Partners and Business Ventures (00:32:42) The Importance of Sleep: Insights from Experts (00:34:29) The Evolution of Sleep Awareness (00:35:22) Innovating Sleep Technology (00:36:37) Building Eight Sleep: Challenges and Vision (00:40:04) Understanding Sleep Stages and Optimization (00:45:01) Balancing Execution and Vision in Business (00:47:39) Fundraising Journey and Lessons Learned (00:52:20) The Role of AI in Eight Sleep's Future (01:00:09) Future Ambitions and Product Roadmap

Send us a textFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

Send us a text#356 - On Veterans Day, I thought it was about time I give thanks to those to are willing to give the ultimate sacrifice so that we can live our lives and run our races. I give lots of veteran organizations that can help veterans and those who want to support vets, as well as races that we can participate in to help out. There's plenty of information this week for us to do what we can. Also, don't miss my update on the show website and what is going to happen next year as I plan for my upcoming retirement. All the links are on the show website. Just a quick note and something I should have noted in the episode: There are many unreputable companies and people who don't have the best intentions so be careful of what websites you visit. Make sure it's the real website before donating. If you have any doubts or questions, call the VA or look through the website itself to see if it's the one you want to give your hard-earned money to. Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showMartha Runs the World websitehttps://www.martharunstheworld.com/Email:martharunstheworld@gmail.comInstagram:https://www.instagram.com/martharunstheworld/#

On this episode, Richard & Tyler go over their home game of Daggerheart using the Colossus Of The Drylands campaign frame.Links to Stuff & Things:https://cults3d.com/en/3d-model/game/daggerheart-western-fear-trackerhttps://www.dh-brewing.com/adversaryhttps://www.patreon.com/cw/drmapzohttps://www.daggerheart.com/downloads/https://www.daggerheart.com/thevoid/Welcome to True Strike, a podcast for tabletop nerds.Each Tuesday, listen in while two friends discuss their completely unwarranted opinions about all things tabletop. Topics vary each week from D&D and Daggerheart, to whatever TTRPG or board game they happen to be playing!Hosts: Richard Cullen/Tyler WortheySong by: WILDJOE1

Send us a text

 This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss what this development could mean for all the counterparties involved. We put some numbers around the opportunity, cover what asset managers might be best positioned to capture it, the strategies that most naturally fit, and some of the risks to the investor base. It is a fascinating theme that I expect to continue gaining momentum. Please enjoy this Breakdown on Alternative Investing.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠ here.⁠⁠⁠⁠ —- This episode is brought to you by⁠ ⁠Portrait Analytics⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at⁠ ⁠portraitresearch.com⁠⁠ — Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:02:47) The $4 Trillion Opportunity in Alternative Investments (00:04:13) Headlines and Market Concerns (00:07:09) Regulatory Changes and Historical Context (00:09:31) Private Wealth Channel and Product Evolution (00:10:29) Investor Education and Liquidity Considerations (00:15:34) Future of Private Markets and Alternative Investments (00:27:27) The Role of Major Players and Market Dynamics (00:45:18) Lessons From the Alternative Investing  Industry 

My guest today is Chris Boettcher, co-founder of Boettcher Health. Chris has a rule: if a health plan isn't sustainable, it's not worth doing. Today, he breaks down how to build a health system that actually lasts. We talk about the myth of willpower, how modern food and medicine created dependency, and how to design a life that actually supports your body. Please enjoy this conversation with Chris Boettcher. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:00:24) The Battle Against Big Pharma and Big Food (00:01:47) Personal Health Journey (00:02:47) Balancing Health with a Busy Lifestyle (00:04:38) Convenience of Healthy Eating (00:05:49) Decision Fatigue and Willpower (00:08:12) The Role of Accountability in Health (00:10:57) The Impact of GLP-1 Drugs (00:13:23) The Value of Body Scans and Tech in Health (00:17:48) Social Media and Authenticity (00:21:03) Client Demographics and Business Philosophy (00:33:05) Popular Health Trends: Keto and Intermittent Fasting (00:35:40) Conclusion and Final Thoughts Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, returning guest Kristen Keane joins Mike and Ashley to recap her experience racing Ironman 70.3 Augusta. Kristen, who first appeared on episode 213 after our meeting at Ironman 70.3 Texas, has had an incredible season—racing Ironman 70.3 Gulf Coast, earning 1st place in her Age Group at a July sprint triathlon, and qualifying for USAT Sprint Nationals. As a TriDot athlete, Kristen discusses how her communication plan with her coach helps her stay consistent and confident on race day. She gives a detailed breakdown of Augusta 70.3, including the unique swim start waiting area inside a minor league baseball stadium. Later, the conversation takes a heartfelt turn as Kristen opens up about a personal loss she and her husband experienced. The crew closes with laughter over Garmin's newest “Sexy Time” activity.#TriathlonPodcast #EverydayIronman #Ironman703 #AgeGroupAthlete #TriDot #USATriathlon #IronmanTraining #RaceRecap #TriLife #GarminConnect #PodcastForAthletes #MotivationForTriathletesFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the show

Send us a textBuilding Your Best HYROX – Week 2: Power + Strength: The Engine That Carries YouIn this episode, James, Lauren, and Carlos break down the power behind performance — how building functional strength transforms your HYROX race from survival to domination. Learn how to develop the kind of strength that lasts — through sled pushes, farmer carries, wall balls, and walking lunges — while still maintaining your running performance. We'll dive into how to blend heavy lifts with endurance sessions, train under fatigue, and avoid the overtraining trap that derails so many athletes.Backed by sports science (Rønnestad & Mujika, Sports Medicine, 2014), this episode unpacks how the right kind of strength training improves running economy, endurance, and total race efficiency.In this episode:The key lifts every HYROX athlete needsHow to balance power and endurance without burnoutWhy strength is the ultimate endurance multiplierHow to structure your hybrid training weekWhether you're racing HYROX Dallas or just want to perform better in every event, this episode will help you build the engine that carries you to the finish line.

Send us a textFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

Send us a text#355 - It's THAT time of year! Daylight Savings Time just ended and sure, we got an extra hour of sleep this past weekend, but with that, the sunlight lessens each day until late December and the likelihood of us running in the dark grows. I did an episode on running in the dark a few years ago, but I thought it was a good time to do another one and cover a few points I didn't and maybe help each one of us remember some things. I need a reminder too! There was one website that was very helpful for me and I've included their link on my website. But the gear I mentioned was way too numerous for me to include links. They should be easy to find on Amazon, REI or your favorite running or sporting goods store. Just use caution, be visible and trust your instincts! And have fun! Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showMartha Runs the World websitehttps://www.martharunstheworld.com/Email:martharunstheworld@gmail.comInstagram:https://www.instagram.com/martharunstheworld/#

The Uncanny X-Men #293. Theme Music: Lazlo Hollyfeld – Buffaloallamericacity

Kwame Terra is on a mission to make movement a cultural norm and health an accessible part of everyday life. Through his community-based bEHR Health platform, the New Orleans athlete is reimagining wellness through walking, technology, and social connection. His mission: to make healthy choices desirable, accessible, and part of daily life, particularly within Black communities that have long faced systemic health gaps.Terra promotes walking as a low-cost, high-impact path to improved longevity and reduced health disparities. He's developed tools such as personal health scores and participation challenges that turn physical activity into an engaging, collective experience. Earlier this year, he walked more than two million steps in 30 days - a record-breaking endurance feat that underscored his message that modest, consistent movement can transform health outcomes. Now, with the launch of the bEHR Health app, he aims to deliver real-time health feedback and community-driven challenges directly to users' hands - turning wellness into a shared, sustainable habit.In this conversation with Peter Bowes, Terra discusses the role of culture, environment, and feedback in shaping lasting habits - and why small steps, taken together, can help close health gaps and extend healthspan.Related:  Check out our 20-part series, Move for Life-----This podcast is supported by affiliate arrangements with a select number of companies. We have arranged discounts on certain products and receive a small commission on sales. The income helps to cover production costs and ensures that our interviews remain free for all to listen. Visit our SHOP for more details: https://healthspan-media.com/live-long-podcast/shop/ PartiQlar supplementsEnhance your wellness journey with PartiQlar supplements. No magic formulas, just pure single ingredients, like NMN, L-Glutathione, Spermidine, Resveratrol, TMG and Quercetin. Get a 15% discount with the code MASTERAGING15 at PartiQlarFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifyEnergyBits algae snacksA microscopic form of life that could help us age better. Use code LLAMA for a 20 percent discountSiPhox Health home blood testingMeasure 17 critical blood biomarkers from home. Get a 20% discount with code LLAMA PartiQlar supplementsEnhance your wellness journey with pure single ingredients. 15% DISCOUNT - use code: MASTERAGING15Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showThe Live Long and Master Aging (LLAMA) podcast, a HealthSpan Media LLC production, shares ideas but does not offer medical advice. If you have health concerns of any kind, or you are considering adopting a new diet or exercise regime, you should consult your doctor.

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Kevin Kelly⁠ co-founded Wired magazine and has published a number of seminal books and essays on technology over the past three decades. I have devoured everything Kevin has put out into the world and many of his ideas shape the way I live today. Our conversation explores media, family, money, his concept of the Technium, AI, and more but the central theme of this episode is that we should be as generous and unique as possible. You will hear us refer to his latest book, Excellent Advice for Living, throughout and I highly recommend reading it if you haven't already. Please enjoy this great conversation with Kevin Kelly. Colossus Profile on Kevin Kelly: Flounder Mode For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠here⁠.  ----- This episode is brought to you by⁠ ⁠⁠⁠⁠⁠⁠WorkOS⁠⁠⁠⁠⁠⁠⁠. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. With a single API, developers can implement essential enterprise capabilities that typically require months of engineering work. By handling the complex infrastructure of enterprise features, WorkOS allows developers to focus on their core product while meeting the security and compliance requirements of Fortune 500 companies. Visit⁠ ⁠⁠⁠⁠⁠⁠WorkOS. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit ⁠joincolossus.com/episodes⁠.  Follow us on Twitter: ⁠@patrick_oshag⁠ | ⁠@JoinColossus⁠ Show Notes (00:03:05) ⁠Excellent Advice for Living⁠ - a journey towards authenticity (00:05:05) Uncovering the essence of oneself is a lifelong journey of self-reflection (00:06:47) What he would have done differently at 30 had he internalized this concept earlier (00:08:51) The highest form of self-expression is being authentically unique and redefining success (00:11:05) Conforming to others' definition of success and societal biases hinders progress (00:13:07) Surrender and collaboration are both essential in becoming your authentic self (00:14:38) Prototype your life to embrace imperfections and make ideas tangible (00:17:34) Mastering cultural photography in Asia and developing a keen ability to spot trends (00:19:59) Energy signatures reveal depth, breadth, discovery, and momentum  in events (00:22:02) The reward for good work is more work (00:23:42) Money is a tool for doing things, but beware its imprisoning burden (00:28:35) Imagination can be cultivated and improved, often by challenging expectations (00:31:38) Imaginative individuals include lateral thinkers who challenge norms (00:34:41) Rites of passage and rituals provide stability and identity for children (00:38:15) Mealtime without screens, family traditions, and cultivating a family identity (00:41:44) An overview of “The three gates” (00:43:02) Humans are naturally kind (00:47:23) The Technium: an evolving ecosystem of interdependent tech and their tendencies (00:52:01) Thoughts on AI (00:55:55) Overestimating the existential threat of AI (00:57:38) Idiosyncratic expression of creators (00:59:48) Lessons learned about media (01:01:34) Be the only, not the best. (01:05:09) The kindest thing anyone has ever done for Kevin

This is Matt Reustle. Today we are breaking down Robinhood. My guest is Arthur Olson, founding partner at Ravenswood Partners. We get into how Robinhood grew from a mobile-native brokerage idea that faced many challenges along the way into the third-largest broker in the USA.  Arthur educates on how the business model has evolved and diversified away from a pure pay-for-order market. We discuss how product velocity is the foundation behind everything in Robinhood's continued penetration and how new talent has made a material difference. Please enjoy this Breakdown of Robinhood For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠ here.⁠⁠⁠⁠ —- This episode is brought to you by⁠ ⁠Portrait Analytics⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at⁠ ⁠portraitresearch.com⁠⁠ — Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:01:51) Founding Story of Robinhood (00:04:29) The Rise of Mobile Trading (00:11:37) Payment for Order Flow Explained (00:15:39) Robinhood's Competitive Edge (00:22:28) Adapting to Market Changes (00:24:52) Product Evolution and Customer Retention (00:29:32) Analyzing Robinhood's Growth and Investor Behavior (00:30:16) Historical Parallels: Robinhood vs. Charles Schwab (00:31:19) Crypto and Regulatory Challenges (00:32:41) The Role of Prediction Markets and Sports Betting (00:34:41) Revenue Streams and Future Prospects (00:36:54) Banking and Financial Services Expansion (00:41:32) Cost Structure and Competitive Advantages (00:44:30) Account Growth and International Opportunities (00:50:10) Regulatory Relationships and Risks (00:55:15) Lessons from Robinhood

Send us a textFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify

In this episode of The Everyday Ironman Podcast, Mike and Ashley welcome Julia Day to talk all things triathlon! Julia, a member of Working Triathlete, shares how her strong swimming background helped her transition into triathlon and offers great advice for athletes who didn't grow up in the water. Since completing her first triathlon in 2022, Julia has continued to push her limits—getting comfortable descending at 50 mph and guiding visually impaired athletes at the NYC Marathon the last two years. The conversation dives into the important distinction between pain and discomfort, and Julia gives insight into how she qualified to apply for her pro card—and whether she plans to take that next step.Tune in for inspiration, practical tips, and a reminder that growth happens just outside your comfort zone.#Triathlon #AgeGroupAthlete #IronmanTraining #WorkingTriathlete #EverydayIronman #TriathleteLife #PodcastForTriathletesFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the show

Send us a textRace season is here — and it's time to lock in your HYROX game plan. In this episode, James and Lauren kick off a brand-new 4-week series, Building Your Best HYROX, breaking down what makes HYROX unique, how to structure your final month of prep, and the biggest training mistakes to avoid before race day.You'll learn how to balance endurance and strength without burning out, how to taper smart, and why training like a hybrid athlete is the key to peak performance.Whether you're chasing a PR or taking on your first HYROX, this episode will help you show up ready to race your best.Chapters:0:00 – Intro: Building Your Best HYROX3:00 – What Makes HYROX Unique8:30 – Balancing Strength & Endurance14:00 – Structuring the Final 4 Weeks21:00 – Avoiding Common Mistakes27:00 – Wrap-Up & Next Week's PreviewHosted by: James Wyatt & Lauren InmonPresented by: BC Fitness – Building Champions, One Rep at a Time Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showBecome a member and support the show:https://patreon.com/RunningwithJames?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=creatorshare_creator&utm_content=join_link

Today I am replaying my conversation with Ken Langone. Ken is a legendary American businessman best known for his co-founding of Home Depot. He is also a former director of the New York Stock Exchange and a passionate philanthropist. He shares with us a lifetime worth of wisdom, building Home Depot into a powerhouse and prioritizing his employees above all else. He says he still “bleeds orange” to this day. You'll hear as he recounts his business endeavors, his strict belief in keeping your word and his true pride in his country, what he knows to be the land of opportunity. We discuss his work with Ross Perot, the idea of an upside down hierarchy, and the power of loyalty. For anyone who may find it easier to follow along, we have a transcript of the episode on joincolossus.com. Please enjoy this conversation with Ken Langone.   For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:004:00) The Unforgettable Pitch to Ross Perot (00:08:37) Winning Over Perot with Honesty and Insight (00:16:08) The Art of Negotiation and Trust (00:19:31) Loyalty, Integrity, and the Power of Keeping Your Word (00:23:51) Home Depot's Culture of Service and Empowerment (00:29:16) Frank's Authentic Leadership and Its Impact (00:31:00) Transforming NYU Medical Center (00:33:45) Ken's Investment Philosophy: Long Hold Only (00:39:56) The Power of Resilience in Business (00:45:37) The Kindest Thing Anyone Has Ever Done For Ken

In this episode of The Everyday Ironman Podcast, Mike sits down with Ashley and Broccoli Rob for an insider preview of the 2025 TCS New York City Marathon, one of the six World Marathon Majors. Both are gearing up to race through the five boroughs on December 2, 2025, and they share how each earned the opportunity to take part in this iconic event.Rob, who raced NYC in 2022, explains what runners can expect on race morning—from the Staten Island start to the crowds in Central Park. Ashley shares her belief that the best way to experience a new city is by running through it, while Rob offers his top spots to take in unforgettable NYC views. Together, they discuss managing pre-race nerves, tackling the Expo, and post-marathon plans.#EverydayIronman #NYCMarathon #WorldMarathonMajors #AgeGroupAthlete #TriathlonLife #RunningCommunityFit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the show

Send us a text#354 - Every year, I release an episode about haunted places around the world. The prerequisite must be that they are near great running locations. This year is no exception as I talk about four amazing, majestic hotels with lots of reported paranormal activity. These are four of the great historic hotels and things are bound to happen hotels such as these. So, listen to this week's show, while you take a run through your neighborhood, enjoying the Halloween decorations and the sights of autumn! Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts Spotify Fit, Healthy & Happy Podcast Welcome to the Fit, Healthy and Happy Podcast hosted by Josh and Kyle from Colossus...Listen on: Apple Podcasts SpotifySupport the showMartha Runs the World websitehttps://www.martharunstheworld.com/Email:martharunstheworld@gmail.comInstagram:https://www.instagram.com/martharunstheworld/#

This is Matt Reustle. Today we are breaking down CompoSecure, a company that manufactures premium metal credit cards and payment cards. My guest is Parsa Kiai, Managing Partner at Steamboat Capital. What really made Parsa the ideal guest is that he has a history with CompoSecure from before the Dave Cote era, which started sometime in 2024.  We get into all of this: the niche market of premium metal credit cards, how CompoSecure has such a dominant position in that industry, the opportunity in digital storage, and perhaps most importantly, what Dave Cote's involvement means for the company—his M&A track record and the unique corporate structure they've created. I often get asked what you can do with the lessons you take from business breakdowns, and this is a perfect example of taking the lessons and lens from other companies and looking for pattern recognition in the market. Please enjoy this Breakdown on CompoSecure. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠ here.⁠⁠⁠⁠ —- This episode is brought to you by⁠ ⁠Portrait Analytics⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at⁠ ⁠portraitresearch.com⁠⁠ — Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:03:28) The Niche Business of Premium Metal Credit Cards (00:05:35) Dave Cote's Impact on CompoSecure (00:07:17) The Origin Story of CompoSecure (00:09:11) Innovations and Growth in the Credit Card Industry (00:11:19) The SPAC Era and New Growth Engines (00:15:09) The Future of Digital Wallets and Security (00:31:08) Financial Performance and Market Position (00:42:55) Dave Cote's M&A Strategy and Resolute Holdings (00:54:10) Lessons From CompoSecure

My guest today is Paul Bloch, co-founder and CEO of DDN. Once bootstrapped for decades, DDN is now a multi-billion dollar company partnering with Nvidia, Google, and Blackstone, helping customers train the largest models in the world and deploy AI at scale. We discuss how Paul and his team spotted the AI inflection point early, why infrastructure partnerships define the winners and losers in this space, and how DDN balances discipline with massive growth opportunities. Please enjoy this conversation with Paul Bloch.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:02) DDN's Role in AI Infrastructure (00:02:08) Competition and Collaboration in the AI Market (00:04:31) Customer Engagement and Use Cases (00:08:06) Economic Models and Government Involvement (00:11:49) Sovereign Cloud and Global AI Perspectives (00:16:19) AI's Rapid Evolution and Future Outlook (00:21:46) Partnerships and Strategic Decisions (00:35:01) Beliefs on AI Learn more about your ad choices. Visit megaphone.fm/adchoices

Keith sits down with Terry Kerr and Matthew Vanhorn, the leaders of America's oldest turnkey real estate provider, Mid South Home Buyers, to unpack the practical systems that keep thousands of rental units profitable and tenants happy. With national renter mobility dropping, longer stays are now the norm. Average resident stay is 4 years—double the industry average, thanks to proactive maintenance and relationship-driven management. Instead of fighting for eyeballs on Zillow, they target HR departments at hospitals, universities, and major employers, tapping into pre-screened, income-verified tenants with stable paychecks and predictable work schedules. Invest where returns still make sense. Visit midsouthhomebuyers.com to book your investor tour and get $500 off your first property. Resources: Switch to listening to the podcast on the Apple Podcasts or Spotify app, as the dedicated GRE mobile app will be discontinued at the end of the month. Show Notes: GetRichEducation.com/576 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  For predictable 10-12% quarterly returns, visit FreedomFamilyInvestments.com/GRE or text  1-937-795-8989 to speak with a freedom coach Will you please leave a review for the show? I'd be grateful. Search “how to leave an Apple Podcasts review”  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— text ‘GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript: Keith Weinhold  0:01   welcome to GRE I'm your host. Keith Weinhold, learn about how to cut your rental property vacancies and keep tenants twice as long. Why Memphis, Tennessee stays the cash flow King, and exactly where to find really low cost, quality properties today. That make sense from day one today on, get rich education.   Keith Weinhold  0:26   You know, most people think they're playing it safe with their liquid money, but they're actually losing savings accounts and bonds don't keep up when true inflation eats six or 7% of your wealth. Every single year, I invest my liquidity with FFI freedom family investments in their flagship program. Why fixed 10 to 12% returns have been predictable and paid quarterly. There is real world security backed by needs based real estate like affordable housing, Senior Living and health care. Ask about the freedom flagship program. When you speak to a freedom coach there, and that's just one part of their family of products, they've got workshops, webinars and seminars designed to educate you before you invest. Start with as little as 25k and finally, get your money working as hard as you do. Get started at Freedom family investments.com/gre, or send a text now it's 1-937-795-8989, yep, text their freedom coach, directly. Again, 1-937-795-8989,   Corey Coates  1:39   you're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  1:49   Welcome to GRE from New York's Long Island Sound to Washington's Puget Sound and across 188 nations worldwide. I'm Keith Weinhold, and you're listening to get rich education. There's an economic trend that you need to be aware of. We're going to talk about how you can play it in this era, sources ranging from Redfin to Housing Wire and others, you know they're all in agreement that the transiency rate, that mobility rate for Americans, is down. And what that means is, when people find a place to live, whether they're a property owner or a renter, they are staying put longer. They put this big, heavy anchor down, and that kind of goes along with employment. Although the unemployment rate is low right now, there aren't very many people moving jobs or changing jobs. So the rate of hiring is low, that's bad, but the rate of employer firings is low, that's good. So on balance, Americans are keeping their job if they've already got one, and they're keeping their home if they've already got one. But because movement has slowed, as we are in this slower housing market, I'll drastically oversimplify here. All right, a few years ago, you might have had a tenant stay for two years, and then there would be a one month vacancy between tenancies today, double both of those. You're more likely to see a four year stay, but two months between vacancies. So your occupancy rate, therefore, is the same in both scenarios, but there's less movement. Again, oversimplifying, but you can see the effect a longer vacancy period is bad, a longer tenant retention period is good, all right. Well, how do you increase your tenant's length of stay and decrease that vacancy in order to be more profitable as an investor and yet give your tenant a satisfactory experience too well. One thing that you can do is list your vacant unit with an employer. Yeah, advertise it through a local stable company. You're going to end up with higher quality tenants. See, there's already this built in screening that was done for you. The employer basically did that for you. So when you work directly with especially hospitals, universities, corporate campuses or military bases, what you're doing is you're fishing from a pond of already vetted, income verified and drug screened candidates. See these tenants what they had to do. They already had to pass HR background checks and employment verification in order to get their job. So for you, that saves you both risk and time compared to the you know, the Craigslist style roll the dice crowd. Now, Of course, we cannot discriminate against certain groups of people, and we'll get into that shortly. But of course, steady employment equals steady rent tenants sourced through employers. They usually have reliable paychecks, often through direct deposit. They've got predictable work schedules, and there's going to be less income volatility. So that means that you'll have fewer late payments and lower eviction risk. And some landlords, you know what they do, they even structure rent payments through payroll deduction. I mean that essentially automates the rent collection. Yes, you can do that. Employees who move for a job, they often sign longer leases, because relocating again would be a hassle. So many will stay in your unit as long as they stay employed. That could be two years or five years, especially in the health care, education and tech sector. So less turnover means fewer make ready costs for you, fewer showings and just more ease and peace of mind. So advertising through employers that is a really low competition marketing channel as well. You know, most landlords, they blast their listings on Zillow apartments.com or maybe Facebook marketplace. Well over there, your post is just one out of hundreds, instead of all that competition, what you're doing is you're finding quiet, uncrowded channels when you utilize these employer housing boards and their HR relocation departments, and this way you can even get inside that company's internal newsletters so you're reaching renters before they can even start scrolling listings over on Zillow and see employers love this too. It's not like the employer is having to do a favor for you. They love it, because when they can help new hires or transferees find housing, it's better for that company. It reduces the employee's stress. It improves the retention at that company. If they have an employer that's satisfied and has a good place to stay, and it really boosts that company's recruiting success. So you're helping yourself, you're helping that company, and you're helping their new employee, which is your tenant. So this makes HR departments. They are surprisingly receptive to you. They might even circulate your listing internally or add you to their housing resource list. So this is a perfect fit for these hands off turnkey investors. So if you're doing that or you're managing properties remotely, this employer outreach, it really gives you a nice extra layer of reliability. And as far as the people that will be your tenants, think about nurses, engineers. IT staff, sometimes teachers, sometimes military based personnel. I mean, they are all ideal long term tenants. Now the way that you can actually do this and put it into practice is identify major employers that are near your property, that could be hospital systems, that could be universities or manufacturing plants, then contact their HR or the relocation department, and after that, it's not hard just provide them with a concise PDF or a one page flyer with your property photos and the monthly rent amount. And one thing you can do, and you should in this case, is put the distance or the time it takes to travel to the employer from your rental unit, and then add your contact info. That is exactly how you do it. You can offer a small incentive, like $50 off the first month for employees. So this is a slick way to advertise your vacancy with employers and make you more profitable over time.    Keith Weinhold  7:02   Now today, we're going to talk to who is actually America's oldest turnkey real estate company. As far as we know, they're based in Memphis, Tennessee, and we'll learn how they advertise a vacant unit and screen prospective tenants and place them and maintain their units over time. They are called mid south homebuyers. You've heard them on the show before, and because of their success, both investors and other real estate companies, they actually listen in intently to what these people have to say. I mean, others study them and learn from them. These are the people other companies study, and you're still going to hear from their principal and their sales lead about reducing your vacancy time and increasing your tenant duration. And, you know, it's just kind of funny how often Memphis, Tennessee, which is where they're based, how often this comes up in cash flowing real estate conversations that you have out there over time? I mean. And Memphis consistently has the best cash flow, maybe, amongst any substantial Metro in the nation. We'll just say among metros that are big enough to have a major pro sports team. I mean, Memphis does have the NBA Grizzlies. There aren't many other cities that can even compete with Memphis as the cashflow King, although there are some that you can work into the conversation. Indianapolis, Cleveland and Oklahoma City are some of those places. Now, before we're done, you'll also learn about how, even following this generation's big inflationary wave, how purchase prices are still as affordable as they are in both Memphis and Little Rock. I mean, this is going to make you ask out loud today, how could they still be so low? We'll also talk about conventional, enduring property management techniques today, now next month here on the show, we're going to talk about how you can use AI to self manage your properties, and that show next month is going to be with an expert straight from Silicon Valley. We're going to talk to the CEO of hemlane then and their AI driven property management software. She used to work for Apple, and she's got a Harvard Business School degree. That is next month today. It's about tried and proven techniques to make you more profitable as an investor   Keith Weinhold  11:24   I'd like to welcome in longtime friends of the show, with the emphasis on long time since they were first here with us, nearly 11 years ago, They are those ever steady property providers based in Memphis, mid south homebuyers. They also serve Little Rock, Arkansas. I have physically walked their offices and properties in person myself. They are, in fact, America's oldest turnkey real estate provider. And it's the return of their founder and principal, Terry Kerr and a second guest who you'll meet shortly, Terry, welcome back on of the show.   Terry Kerr  12:04   Thanks so much, Keith, so glad to be back.   Keith Weinhold  12:07   Congrats on your success. Your model and operation is prominent and exemplary nationally. You've now grown to 110 w2 employees there, and your 13 plus year property management guru who's been leading that entire division is now your sales director. It's terrific to introduce him to the world today. Matthew Van Horn,   Matthew Vanhorn  12:31   Keith, so great to be on here. Long time listener of the show. Really great to meet you.    Keith Weinhold  12:36   Yeah. Appreciate it now you'll soon be listening to yourself on the show. GRE, listeners are familiar with the turnkey real estate model. What you do is buy a distressed property, you rehab it, and then you place a tenant in the property, and you hold on to that for investors across the nation for the production of long term cash flow. Well, let's get an update between Memphis and Little Rock. How many properties do you hold under management for investors now and then? What percent are single family rentals versus other types?   Terry Kerr  13:07   Right now, we're about 57 maybe a little closer to 5800 and the vast majority of them are single family houses. I'm going to say probably. What 5% are duplexes? Matthew, something like that. Yeah, something like that. So no other multis, just single family, most of them rehabs. And of course, now we're doing a new construction direct to rental as well.   Keith Weinhold  13:29   Interestingly, with 58 to 5900 rentals, I mean, you can easily sort of be your own surveying outfit in an informal way, in finding out what's happening with the market, what all the dynamics are. So why don't we start at the beginning, when you're marketing and advertising and looking to place a tenant, tell us about just what you look for, just what you need to avoid. I mean checking for the tenant. That typically involves an employment check, a credit check, a rental history. Sometimes something might appear like a red flag, say, a 590 credit score. Would you always accept tenants in that condition? Because there are times when there are extenuating circumstances when a tenant with a 590 credit score actually might be a good placement. So tell us more about that screening.   Terry Kerr  14:17   As you know, it is renters that drive our returns as investors, and so selecting the right renter is where the money is made in this business, for sure, we are doing as much screening as we can for our renters. There's a lot that goes into that. We actually have a whole processing department. You know some people here who spend their whole day working in the processing division. And what you really got to watch out for, as far as red flags, is just fraud. There are so many ways you can use machines to defraud, and we have people who are able to detect and weed out the bad actors there, but we know what works really well. We have, for instance, in. Arkansas, the main employer of our residents is Baptist Health Medical Center, and we love our healthcare workers there. So that's a place that, you know, starting from the marketing side, we're going to dial up our marketing in those places we're going to go to the HR department, or we're often in the HR department of Baptist Health Medical Center, pushing and asking for referrals from them, you know. And same with just referrals in general, good tenants tend to refer other good tenants. We're of course, looking for strong income that we can verify. And more than anything, we're looking for strong, credible current rental history, so someone who's paying the rent today somewhere to a verified landlord, not their sister, you know, but a very verified landlord. That's the big thing, Keith.   Keith Weinhold  15:50   Tell us more about that. That's great that you're being proactive and getting right in there with a stable, steady employer. That is where our rent comes from. After all, are there any other red flags, maybe things that people would not think about identifying as a red flag when it comes to that employment, in that credit, in that rental history   Matthew Vanhorn  16:11   one reason I bring up the localized marketing that some people may not think about is that renters who move from Out of state often will land in a place and then stay there for one year, which is fine, but then they often don't renew their lease and they'll move somewhere else. Now, of course, what we have to do above all is we have to be legal, you know, so we can't discriminate against someone from coming from out of town, but what we can do is dial up our localized marketing so that we're getting people who are in the neighborhood, who love the neighborhood already where they are, and so that contributes to longer residence days, and it's just little things like that. Once again, you're looking for employment that you can verify, so that you know that you're getting a quality renter.   Terry Kerr  16:59   I'll also say that one of the ways that we try to attract the most potential residents we can is by having a free application. So typically, a property management company is going to charge, you know, 50 to 75 bucks per applicant. And we're very fortunate that we've get a terrific deal from Equifax, because we're also lenders, we do some lending to our investors, which gives us a really good deal on paying for credit checks. And so we waive those fees for our residents. And so a lot more folks are going to apply with us, because it doesn't cost them anything to apply. And of course, the more people that apply, you've got a much better shot at a filling the property quicker, but also finding a much better resident.   Keith Weinhold  17:44   well this is a great part of building the connection. One of the first interactions they have with you is realizing that you don't have any application fee. And AI can be great for marketing and for doing things like writing listing descriptions, but you build that human connection there. For example, you do in person showings. You invite prospective tenants in current tenants into your physical office, kind of replacing society's trust crisis with humanity.   Matthew Vanhorn  18:14   Yes, that's right, Keith. In the last 12 months, we've spent more money than ever on technology, so we are leaning heavily into creating the systems and processes that allow us to get to our service quickly. And at the same time, we've invested more into staffing up in the past 12 months, into inviting people into our office, you know, and we can still do everything remotely. We can do it virtually for folks who want that, we found that a lot of residents love to look us in the face, and they like to come down to our office, and they like to sit across from Karen and across from Gabby, and they just love the personalized experience that we give them. It's hard to quantify it, Keith, but I just really believe that it drives longevity, right?   Keith Weinhold  19:04   Having a face behind that rental because your properties are freshly rehabbed, or, in some cases, they're new builds, so hopefully you won't have too many tenant service calls once they do become a resident, and you don't need to interact with them all the time, though you're there for them, but once you have chosen a tenant, and that tenant is placed, you know somebody has to be the adult in the lease, and we sincerely hope that the tenant is one of them. So with regard to that, how do you help ensure that tenants keep making on time payments, and you can keep tenants and not get ones that break the lease. So can you speak to us about that, how you can help identify that in the screening and then that ongoing relationship?   Matthew Vanhorn  19:47    I will say that perfect vetting does not necessarily lead to perfect collections, because it turns out that every one of our residents, they are humans, and as humans, we run into things you. Know, divorce can happen. Relationship breakups can happen, job losses happen. Just very human things happen. And so we like to stay in touch with our residents as often as possible, and very much encourage an open line of communication. We very much believe in compassion based collections here at Mid South. And so when residents fall upon hard times, we are truly there for them. Memphis actually has more nonprofits per capita than any place in America then. So when residents do fall on hard times, you know, and it happens, we're actually able to reach out. We have connections with several agencies that can help with rental assistance for renters who need it, we found that by pouring into our staffing with the resident support and solutions department that we've had a lot of success in collecting just by keeping that relationship intact when the pandemic hit. For instance, and I know that's been a few years from now, and maybe we all want to forget it, our collections rate actually went up during that time, and I attribute that largely to the fact that, number one, we had a relationship in place with our renters. We staffed up, and matter of fact, we had a full time person just working to get rent assistance for those renters who kind of had been disenfranchised by the pandemic   Keith Weinhold  21:26   during pandemic times or post pandemic times whenever it is us as investors, we're always interested in reducing that vacancy time. We seem to be in a period, at least nationally, where when people get a hold of a place, they want to keep it and hold on to it. In a lot of markets, the duration of a tenancy has been increasing. So despite what era that we're in, can you talk to us about some of the best practices for how you reduce the vacancy time? Because we all know vacancy and turnover is our biggest expense over time. As investors,    Terry Kerr  21:58   I like to say, you know, at the heart of what we do is making sure that when a hard working, single mother comes home at the end of the day, she can give her child a hot bath. And that's not possible if the water heaters out. And that's just one example, but our main job is to give a good quality of life to the residents that we are caring for, and if we can do that, and if we can treat them with respect when they do fall on hard times, like Matthew said, they're going to want to renew the lease. So we have got a almost twice the average length of stay as the industry average, which is we've got about a four year average resident stay. And when folks move out of a mid south house, it's not because they can find a better value they're going to get. They're already in the nicest house on the street. And if something breaks, we're out there lickety split to fix it. When folks move out of a mid south house. It's either because they're downsizing. Kids are moving out, or they're going up because they're having their family increases and they've got to move up, or maybe something happens to them, like Matthew mentioned, you know, death, divorce, disability, these things happen, right? But no one's moving out because they can find a better value or because they're not getting the service or respect that they deserve.    Keith Weinhold  23:25   That says a lot. Being managers of 5800 to 5900 properties, which gives you this sort of canvassing or de facto surveying ability that you have. What are we seeing for the direction of rents? We'll get into rents and prices later, because nationally, rents are just holding steady. They're really not rising very much. What do you see there?   Matthew Vanhorn  23:49   Yes, we saw them fairly stable. Over the course of 2024 I have started to see an uptick here in the past few months, I will say, which is encouraging for investors, for sure, each month, I'm looking at all of the renewal rates personally, to kind of look at that, engage the market. And like you said, it really is helpful. I mean, yes, we have all the tools, Zillow, rentometer, all these things, but there's nothing like just our own data of seeing, hey, what's the house across the street renting for? You know, how long did it take for that to rent and incorporating that into our data. And right now, our houses are moving at a faster pace on the leasing tip, which rent increases tend to follow that    Keith Weinhold  24:30   when it comes to optimizing rents, a lot of that coming back to reducing vacancy time. There are a number of strategies that one can employ now it's not with you guys, but I have a single family rental home in another market, and one promotion that that manager is running and encouraged me to participate in is a 50 inch flat screen TV having that and giving it away to the tenant. Somehow, that only costs $250 so I decided to do that. At for a vacancy that I have there in that market. Now, some investors might say, you know, why am I buying TVs for a tenant? I'm already providing them with a place. If the rent is 1500 bucks, a $250 TV only costs five days of vacancy, and that helps me reduce that vacancy period. Might even make a tenant want to stay longer, so sometimes you got to be thinking about how your tenant thinks, and you can come up with inventive ways to reduce vacancy. Do you have anything like that, any small concession that you've offered or have needed to offer in either market?   Terry Kerr  25:33   Well, we haven't done anything like that, Keith, but what we do like to do, and Matthew mentioned this earlier, is as great tenants tend to refer other great residents, and so we have a referral bonus that we pay out to our residents that refer other folks to us, and that does not come out of the pocket of our investors, that comes out of our pocket, because it's our job to make sure that We rent these properties as quick as we can to qualified residents.   Keith Weinhold  26:04   One thing that I've liked about Memphis, which few markets have, is that it's embedded within renter culture in Memphis, since it is such a renter city, that renters travel with their appliances, like the refrigerator, in their stove, in their dishwasher, which always seems crazy to me, so you're not providing those appliances. It seems like that fact alone might help with resident retention in Memphis. They're just less likely to move when they have more stuff to move.   Matthew Vanhorn  26:35   Yeah, it's really true. Yeah. And the longer people stay, the longer they tend to stay as funny as that sounds. And yeah, that's something that we found even in our new construction homes where we do provide the appliances we've been finding in many instances, still the residents are coming with their own appliances. And so we're storing our appliance, our brand new appliances, in our warehouse.   Keith Weinhold  26:58   Wow, yes, that's just something that you don't see in other places. And when it comes to retention, we're interested in maintaining the property like you talked about being proactive with are there some other things you do to help ensure that the maintenance expenses stay lower throughout the lifetime of that investor ownership? How do you approach that?   Terry Kerr  27:16   It really starts with doing a full blown rehab, right? So every once in a while, you know, we'll have houses that, you know, have some age on the components. But when we do a rehab, everything is brand spanking new, like a new roof, gut, the kitchen, got the bathroom, you know, all new electrical, all new plumbing, all new HVAC, a new water heater the whole nine yards. So it starts there, and then when a property turns over, we go into the property, and we are looking for safe and clean, right? So we want to make sure to keep the water out. We want to make sure that everything is safe and the property is tip top and super clean. Fortunately, the folks that are maintaining the houses for our investors. The technicians are the same technicians that did the renovations on the property, right? And it's the same materials. Yeah, it's like, we have an assembly line and a junky house jumps on the assembly line, and we rip everything off, and all the same materials jump back on the house. So we're able to keep costs low because of that, and also because the labor that we end up having to pay the technicians typically is a lot less than normal, because they're used to working on the same water heater, the same HVAC system, you know, the same furnace, the same dishwasher. So our volume model kind of helps with that.   Keith Weinhold  28:39   Oh, if you were listening closely, yes, what a huge efficiency that can be. You fellas, have any last thoughts about efficient property management, since that's what you've led for more than 13 years, Matthew,   Matthew Vanhorn  28:51   I resonate with what you said about how many investors overlook vacancy costs when properties turn over. And so I think it's just getting your rents right on the money, maybe just a little below, can actually drive returns, as opposed to maybe trying to get an extra 25 bucks more, which takes you three weeks longer to rent. You actually did not come out ahead in that, in that scenario, Keith   Keith Weinhold  29:14   today, with inflation, a $25 difference, I mean, we're down to what 12 hours of vacancy is, really how we're talking about there Property Management turning a passive income into an active lifestyle since forever. That's what they do. Property managers are the people that have never met a maintenance issue that waited until business hours. So that's why I'm grateful that my managers do what they do for me. That's what we're talking about today. More when we come back with Terry Kerr and Matthew Van Horn of mid south homebuyers, I'm your host. Keith Weinhold   Keith Weinhold  29:45   if you're scrolling for quality real estate and finance info today, yeah, it can be a mess. You hit paywalls, pop ups, push alerts, Cookie banners. It's like the internet is playing defense against you. Not so fun. That's why. It matters to get clean, free content that actually adds no hype value to your life. This is the golden age of quality email newsletters, and I write every word of ours myself. It's got a dash of humor. It's direct, and it gets to the point because even the word abbreviation is too long, my letter takes less than three minutes to read, and it leaves you feeling sharp and in the know about real estate investing, this is paradigm shifting material, and when you start the letter, you'll also get my one hour fast real estate video course, completely free as well. It's called The Don't quit your Daydream letter. It wires your mind for wealth, and it couldn't be simpler to get visit gre letter.com while it's fresh in your head, take a moment to do it now at gre letter.com Visit gre letter.com    Keith Weinhold  30:56   the same place where I get my own mortgage loans is where you can get yours. Ridge lending group and MLS, 42056, they provided our listeners with more loans than anyone because they specialize in income properties. They help you build a long term plan for growing your real estate empire with leverage. Start your pre qual and even chat with President chailey Ridge personally, while it's on your mind, start at Ridge lending group.com that's Ridge lending group.com   Tom Wheelwright  31:31   this is Rich Dad Advisor Tom wheelwright. Listen to get rich education with Keith Weinhold, and don't quit your Daydream.   Keith Weinhold  31:37   welcome back to get rich education. You've got the pleasure of listening to the voices of America's oldest turnkey real estate provider mid south homebuyers based in Memphis, Tennessee, and some years ago, they branched out to Little Rock, Arkansas as well, just about a two hour road trip west of Memphis. When us as investors buy a property, we've got to be cognizant of the fact that that property swims in an economic ocean, and therefore job vibrancy is, after all, how the tenant pays the rent. So tell us about economic developments in Memphis and Little Rock, because there are some exciting ones.   Matthew Vanhorn  32:24   So yeah, both in Memphis and in Little Rock, we've got the roads, we've got the rivers, we've got the rails, which drives both Memphis and Little Rock as distribution hubs here in the middle of America. And so of course, FedEx famously has their headquarters here in Memphis. Many of your listeners will know it's the largest cargo airport in America. We've had a resurgence of X. AI has actually come to Memphis and built the world's largest supercomputer here in Memphis, and they're actually working hard now on building a second called Colossus two, which is going to be even larger. They're saying it may hold as many as 1 million Nvidia chips, which I can't do that math, but that's a lot of money. And so x AI is has quickly become the second largest taxpayer here in Memphis and in Shelby County. And 25% of those tax proceeds, by the way are going, they're earmarked to go right into that local community beside where the plant is, and all the development is in Little Rock. You know, of course, it's Arkansas's largest city. It's the capital city, and so by nature of that, there are many stable state government jobs there that is a bulwark of the economic development there. There is a actually Fintech startup space is big in Little Rock as well. Lockheed Martin has been doing developments there, so a lot of aerospace development around Little Rock. Folks who look at our homes will also notice that we are in Jacksonville, which is a suburb of Little Rock that's anchored by the Air Force base there in Jacksonville. And there's actually a large munitions supplier there, Sig Sauer, which provides a lot of jobs to the locals there. And our number one, I may have mentioned it earlier, our number one employer in Central Arkansas is actually Baptist Health Medical Center. And just generally speaking, health care workers make up the largest portion of our residents in Central Arkansas. So a lot of great economic drivers that we're seeing bringing renters to Little Rock and and new jobs there. As a matter of fact, not just that, but I noted recently that the cost of living in Little Rock is now 10% below the national average. I think we had a report on our website a few years ago that it was 6% and that's actually. It's only becoming more favorable to live in Central Arkansas.   Keith Weinhold  35:04   You're talking about stable and growing drivers here, AI related businesses and healthcare. Let's talk about those rents and prices. Because really, this is one reason why national investors are so drawn to that area. It's that high affordability and that high ratio of rent income to purchase price. So what sort of rent and price ranges are we looking at in both markets now,   Matthew Vanhorn  35:29   it's not the same as it was when I started here in 2012 Reds have increased and so, you know, average rents around here start around 900 and now we're going up to about 1700 toward the high end there. And you know, the great news is that incomes have increased as well, and so our renters are able to afford this just as well as they were before. Or maybe even better, like I mentioned, cost of living in Arkansas has actually improved. And so what that means is people are actually making more money compared to the rent, even though rents have increased, which I believe is good news for investors, and it's been good news for us as a management company, as I think that contributes to the resident longevity there, once again,   Keith Weinhold  36:17   nowhere in the nation Do we hear enough about increased affordability stories, which is exactly what you have when your income rises faster than your rent, which is a harbinger of being able to increase the rent in the future. Tell us more about the rent in price ranges in both markets.   Matthew Vanhorn  36:35   In Memphis, if you get a two bed, one bath, you can often find that for as low as 808 850, something like that. As you step up into a three bed one bath, that's going to be somewhere between 1000 1200, depending on where you are in the city, there in Memphis, if you're in our new construction homes, those can range between 1395 all the way up to 1850 once again, depending on the size of the construction and the location out in Arkansas, rents tend to be just a little bit higher than in Memphis. So you see the rent starting there around 950 and going up to just under 2000   Keith Weinhold  37:19   and we're interested in that capital price, because a lot of times, investors think about their purchase through that perspective of the ratio of the rent income to the purchase price.   Matthew Vanhorn  37:30   As far as sales price goes, Keith, we started right around $100,000 on the low end, and those can range up to 240,000 thereabouts, on the high end, if you're talking about a new construction, three, two with a two car garage in an appreciating area. You can see that sort of range in Memphis, very similar, very similar. We have some of our smaller rehabs starting as low as 100,000 and going up to about that $215,000 range.   Keith Weinhold  38:04   Now, I would imagine, in the inflationary era that we're still in, that you get investors that call in there, and you do have these robust interactions with investors, where you talk with them on the phone like a human being, and people that say, come on. How can you get a respectable tenant in a single family rehab rental home that only costs $120,000 How do you handle questions like that?   Matthew Vanhorn  38:30   That's the whole job here is explaining that Sure, no where our renters are living. It's the best home that they've ever lived in, and it's it's in a affordable area. It's in an area where their friends live, where you just have workforce, just blue collar, but beautiful neighborhoods where they live. And I mean, they're proud to call these houses their home, and for many, it really is their dream home.   Keith Weinhold  38:55   People mold their lawns. The streets aren't littered with trash. I know where you guys invest. I've been on the streets there with you, checking them out. What percentage of investors finance the property, and how has that changed over time?   Terry Kerr  39:09   I'm going to say that it's probably about 75% finance, 25% cash. A lot of your listeners come with their own mortgage broker. The ones that don't, we have our tried and true mortgage brokers. Interest rates are not 4% anymore, and some folks are are wanting to pay cash, and they do, and some of them will pay cash, and then, you know, plan on refinancing later. But right now, that's probably about 25% cash, 75% finance.    Keith Weinhold  39:36   Yeah, it's interesting to see that direction, since rates did begin to get higher in 2022 you have this robust interaction with investors, but that doesn't only have to be over the phone. You guys are so proud of what you do that you've long offered investor tours. In fact, now you're doing more of those investor tours than you ever have. I believe you're doing 11. In tours per year in Memphis, and five in Little Rock as well.So tell us about that.    Terry Kerr  40:04   I guess it was maybe seven or eight years ago. We're so stoked that everybody wants to buy houses from us, and we've got, you know, a short wait list, and that's awesome, but we want folks to come visit us, and so, you know, we just started offering folks $500 off of the purchase of their first home, if they'll just come visit us. And so we know it's in our best interest to try to get to know our investors on a personal level, and the investors that do come to visit us, and we're able to pull back the curtain and show them, you know how operational efficiency benefits them as investors. I think they appreciate it, and then we do also just kind of like the nerd out on the nuts and bolts of the business. So it's fun to be able to pull that curtain back.   Keith Weinhold  40:48   Now, you don't have to be an investor to come on the tour, either prospective investors or regular investors that are already there can come on the tour. Is the Tour Free? Absolutely. So the tour is free, and you get a $500 credit if you end up purchasing there. Most investors never come physically see the property at all, but you sure can do that, and they make it really easy for you. Well, this is going to help a lot of people, especially when we think about how to manage the tenant and reduce our vacancy time in today's era. Before I ask how our listeners can learn more about you. Do you have any last thoughts at all about anything that we discussed management or properties or tenants or anything else? Maybe I did not think about asking you.   Matthew Vanhorn  41:32   I'll just go back to Keith talking about how well staffed we are here at Mid South. I think that's where we stand. Apart from a lot of our competitors is that we're not just two or three guys in an office here, we have over 100 employees. It takes speed to deliver good service. Service leads to satisfaction. Satisfaction leads to the residents staying. The resident staying leads to stacks of cash for you as investors, and the only way you can do that is if you're staffed up properly. And so that's something that you want to ask if you're ever vetting another property manager, is what does your staff look like? And really understand, can they actually provide the service to their residents and to their investors that they're reporting?   Keith Weinhold  42:17   You have helped more of our listeners than any other provider in the nation, certainly over 100 of them, perhaps hundreds by now. I'm not really sure if listeners want to get a hold of you, what's the best way for them to do that?    Terry Kerr  42:31   Invest at mid southhomebuyers.com   Keith Weinhold  42:34   that's a great starting place for you. And that way you can take a look at properties, get thinking about the market. Learn more about their management and get a hold of them. Terry and Matthew, it's been valuable as usual. Thanks so much for coming out of the show.   Matthew Vanhorn  42:49   Thank you, Keith.    Terry Kerr  42:49   Thank you, Keith.   Keith Weinhold  42:56   Oh yeah. Sharp insights from Terry and Matthew at mid south homebuyers today, waiving their application fee means more applicants, a bigger renter pool to choose from, which either shortens your vacancy time or it's going to get you a better quality tenant. Now, a lot of people, they think that real estate is unaffordable and even impossible, but few make it easier and more affordable than these people. And I think I shared with you before that, an 18 year old guy who I do know and have talked to in person, he bought his first ever rental property from mid south homebuyers. So it's kind of interesting. His goal was to own his first rental property when he was 18, and he closed just in time the day before his 19th birthday. I think he's age 20 now, but because fully renovated single family homes can be bought in a range of about 100 to 220k here, and you will put 20 to 25% of a down payment on that your monthly rent is about eight tenths of 1% of that purchase price. Okay, so that's renovated, and then new builds sell in a range of 200 to 260k rent to price ratios on those are a little lower. They're point seven five or so. Now we are here in an era where mortgage rates are in the low sixes for owner occupied that means you'll pay closer to 7% on income properties. But if you go new build, which is really something I've been suggesting to you for a while, if you can swing it, those rates are as low as five and a quarter percent for qualified buyers here, yes, at these low Memphis and Little Rock prices, they've got a few duplexes usually available as well, renting your residence. It's just something that's sort of in the culture there in Memphis, and that's why they're confident in offering a number of guarantees for investors. They just do things that. That other providers don't do in the rare event that your property is occupied and then it somehow falls vacant during your first year of ownership. Their releasing fee is free. They also have a guarantee that you will cash flow after you close. They have a one year bumper to bumper warranty on the renovations we're talking about from the doorknob to the ductwork, and there's a lifetime 90 day occupancy guarantee. What that means is, if your property were ever vacant for that long, they would start paying rent to you on day 91 but you know what's amazing? It's easy for them to offer that they'll tell you that they've never had to pay out on that, because they've never experienced the vacancy of more than 55 days. Just amazing. And all those guarantees I just told you about that is in writing on their website. So if you want to get a hold of them, there's virtually no one else in the nation that makes it easier and more affordable. I believe that's an email address that Terry gave there. Again, it is invest@midsouthhomebuyers.com their website is, as you might have guessed, midsouthhomebuyers.com that's midsouthhomebuyers.com interestingly, you can even look at their income properties. There some provider websites don't let you do that. And again, they offer free tours, and if you prefer, their phone number is 901-306-9009, this week, you learned some great techniques for reducing your vacancy and being more profitable, as well as a provider that can deliver it for you. Should you so choose? The proverb goes, give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime. Well, you've got the option of doing either one or both today, until next week. I'm your host. Keith Weinhold, don't quit your Daydream.   Speaker 1  46:59   Nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of get rich Education LLC, exclusively you   Keith Weinhold  47:27   The preceding program was brought to you by your home for wealth building, get richeducation.com  

Deepseek's AI Claims, Huawei's Chip Ambitions, and US/China Tech Competition Chris Riegel analyzed the escalating tech competition between the US and China, focusing on Chinese AI firm Deepseek and noting its claims of superiority were potentially misleading due to non-transparency and reliance on Nvidia technology. He discussed Huawei's chip fabrication efforts and ambitions, concluding that US sanctions, particularly restricting ASML tools, keep China one to one and a half generations behind. The US scale advantage, exemplified by investments like Colossus, remains significant in the AI competition.

CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT THE HAMAS DEAL... BARCELONA 1899 10-9-25 FIRST HOUR 9-915 The Genesis of Hamas, the Failure of "Land for Peace," and Theological Jihad Cliff May discussed the failure of the "land for peace" policy following Israel's 2005 withdrawal from Gaza and the violent takeover by Hamas. Hamas, representing the Muslim Brotherhood and born from theological jihad, views its mission as the destruction of Israel to establish an emirate. May emphasized that any cessation of hostilities is merely a hudna (truce), used by Hamas to rebuild for future battles, not a lasting peace. 915-930 Javier Milei's Dilemma: Midterms, the Wobbling Peso, and the Push for Dollarization Mary Anastasia O'Grady analyzed Argentinian President Javier Milei's economic and political dilemma as he faces midterms with a wobbling peso leading up to the October 26th elections. The peso is suffering due to fears that the opposition Peronist coalition will block Milei's reforms. O'Grady advocated for dollarization as the solution to stabilize the currency, reduce interest rates, and impose fiscal discipline on reckless spending. Powerful financial special interests prefer the status quo of an unanchored peso. 930-945 The Valdai Conference, Russia's Global South Strategy, and Warnings to the West Anatol Lieven discussed the Valdai conference in Sochi, where President Putin projected confidence but issued stark warnings against the US providing Tomahawk missiles to Ukraine and Europeans committing "piracy" by seizing Russian cargos. Attendees focused on the BRICS group and the Global South as Russia pursues alternative alliances. Russians express disappointment in Donald Trump's failure to deliver peace and worry about the war's slow progress. The conflict is fundamentally viewed by Russians as a struggle with NATO. 945-1000 The Valdai Conference, Russia's Global South Strategy, and Warnings to the West Anatol Lieven discussed the Valdai conference in Sochi, where President Putin projected confidence but issued stark warnings against the US providing Tomahawk missiles to Ukraine and Europeans committing "piracy" by seizing Russian cargos. Attendees focused on the BRICS group and the Global South as Russia pursues alternative alliances. Russians express disappointment in Donald Trump's failure to deliver peace and worry about the war's slow progress. The conflict is fundamentally viewed by Russians as a struggle with NATO. SECOND HOUR 10-1015   US Military Posturing, Venezuela's Cartel de Los Soles, and Instability in the Americas Professor Evan Ellis analyzed President Trump's escalating military posturing and actions against drug cartels, particularly impacting the Venezuelan regime of Nicolás Maduro and the Cartel de Los Soles. Senate members raised constitutional concerns over the use of military force. Ellis also examined political resistance to Argentinian President Javier Milei's austerity measures amid broader instability in the Americas, and noted positive strategic movements toward improved relationships with Mexico's Claudia Sheinbaum and Brazil's Lula da Silva. 1015-1030 US Military Posturing, Venezuela's Cartel de Los Soles, and Instability in the Americas Professor Evan Ellis analyzed President Trump's escalating military posturing and actions against drug cartels, particularly impacting the Venezuelan regime of Nicolás Maduro and the Cartel de Los Soles. Senate members raised constitutional concerns over the use of military force. Ellis also examined political resistance to Argentinian President Javier Milei's austerity measures amid broader instability in the Americas, and noted positive strategic movements toward improved relationships with Mexico's Claudia Sheinbaum and Brazil's Lula da Silva. 1030-1045 US Military Posturing, Venezuela's Cartel de Los Soles, and Instability in the Americas Professor Evan Ellis analyzed President Trump's escalating military posturing and actions against drug cartels, particularly impacting the Venezuelan regime of Nicolás Maduro and the Cartel de Los Soles. Senate members raised constitutional concerns over the use of military force. Ellis also examined political resistance to Argentinian President Javier Milei's austerity measures amid broader instability in the Americas, and noted positive strategic movements toward improved relationships with Mexico's Claudia Sheinbaum and Brazil's Lula da Silva. 1045-1100 US Military Posturing, Venezuela's Cartel de Los Soles, and Instability in the Americas Professor Evan Ellis analyzed President Trump's escalating military posturing and actions against drug cartels, particularly impacting the Venezuelan regime of Nicolás Maduro and the Cartel de Los Soles. Senate members raised constitutional concerns over the use of military force. Ellis also examined political resistance to Argentinian President Javier Milei's austerity measures amid broader instability in the Americas, and noted positive strategic movements toward improved relationships with Mexico's Claudia Sheinbaum and Brazil's Lula da Silva. THIRD HOUR 1100-1115 Marcus Tullius Cicero's Rise, Corruption Trials, and the Catiline Conspiracy Professor Josiah Osgood profiled the Roman "new man" orator Marcus Tullius Cicero and his dramatic rise through corruption trials and political intrigue. Cicero established his career by solving the murder case of Roscius and prosecuting corrupt Sicilian governor Verres for theft. His career climaxed with the suppression of the Catiline Conspiracy, elevating him as a patriot. However, Cicero made a grave political error by executing conspirators without trial, a move opposed by Julius Caesar. 1115-1130 Marcus Tullius Cicero's Rise, Corruption Trials, and the Catiline Conspiracy Professor Josiah Osgood profiled the Roman "new man" orator Marcus Tullius Cicero and his dramatic rise through corruption trials and political intrigue. Cicero established his career by solving the murder case of Roscius and prosecuting corrupt Sicilian governor Verres for theft. His career climaxed with the suppression of the Catiline Conspiracy, elevating him as a patriot. However, Cicero made a grave political error by executing conspirators without trial, a move opposed by Julius Caesar. 1130-1145 Marcus Tullius Cicero's Rise, Corruption Trials, and the Catiline Conspiracy Professor Josiah Osgood profiled the Roman "new man" orator Marcus Tullius Cicero and his dramatic rise through corruption trials and political intrigue. Cicero established his career by solving the murder case of Roscius and prosecuting corrupt Sicilian governor Verres for theft. His career climaxed with the suppression of the Catiline Conspiracy, elevating him as a patriot. However, Cicero made a grave political error by executing conspirators without trial, a move opposed by Julius Caesar. 1145-1200 Marcus Tullius Cicero's Rise, Corruption Trials, and the Catiline Conspiracy Professor Josiah Osgood profiled the Roman "new man" orator Marcus Tullius Cicero and his dramatic rise through corruption trials and political intrigue. Cicero established his career by solving the murder case of Roscius and prosecuting corrupt Sicilian governor Verres for theft. His career climaxed with the suppression of the Catiline Conspiracy, elevating him as a patriot. However, Cicero made a grave political error by executing conspirators without trial, a move opposed by Julius Caesar. FOURTH HOUR 12-1215 Fiscal Irresponsibility, the Cost of Debt, and the Loss of Welfare Reform Lessons Veronique De Rugy of the Mercatus Center criticized Washington's fiscal irresponsibility and the mounting cost of debt, arguing that enormous deficits create an anti-growth drag on the economy. She noted that failing to cut spending is a future tax hike. De Rugy lamented the loss of lessons from the 1996 welfare reform, which showed that work requirements reduced poverty, as politicians now prioritize spending checks over fiscal prudence.D 1215-1230 Deepseek's AI Claims, Huawei's Chip Ambitions, and US/China Tech Competition Chris Riegel analyzed the escalating tech competition between the US and China, focusing on Chinese AI firm Deepseek and noting its claims of superiority were potentially misleading due to non-transparency and reliance on Nvidia technology. He discussed Huawei's chip fabrication efforts and ambitions, concluding that US sanctions, particularly restricting ASML tools, keep China one to one and a half generations behind. The US scale advantage, exemplified by investments like Colossus, remains significant in the AI competition. 1230-1245 The Artemis Program, the New Space Race with China, and the Role of Elon Musk Mark Whittington discussed the Artemis program and the new space race with China, emphasizing that the US is driven back to the moon by competition with the People's Republic of China. The moon is viewed as a source for mining and a refueling stepping stone to Mars, with Elon Musk's SpaceX playing a central role. Co-host David Livingston questioned the engineering challenge of SpaceX's Starship and life support systems for Mars. The program's sustainability depends on phasing out the costly, expendable Space Launch System (SLS). 1245-100 AM The Artemis Program, the New Space Race with China, and the Role of Elon Musk Mark Whittington discussed the Artemis program and the new space race with China, emphasizing that the US is driven back to the moon by competition with the People's Republic of China. The moon is viewed as a source for mining and a refueling stepping stone to Mars, with Elon Musk's SpaceX playing a central role. Co-host David Livingston questioned the engineering challenge of SpaceX's Starship and life support systems for Mars. The program's sustainability depends on phasing out the costly, expendable Space Launch System (SLS).