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“I was a rare commodity.” Champ Bailey Hall of Fame cornerback Champ Bailey joins Ryan Clark, Channing Crowder, and Fred Taylor for a conversation that goes far beyond football. Widely regarded as one of the greatest defensive backs to ever play the game, Champ reflects on the mindset, preparation, and discipline that helped build his legendary career. From his early days in the NFL to becoming a shutdown corner who rarely allowed quarterbacks to challenge him, he opens up about what made him different and the standards he held himself to every time he stepped on the field. Revealing one of the hardest experiences Champ went through, he shares the tough reality of learning business, that sometimes no matter how good you are at something, if you aren't a decision maker's pick, you won't be given the chance for success. He takes us inside one of the biggest trades in NFL history, recounting his move from Washington to Denver and how that moment reshaped the trajectory of his career. He also revisits his remarkable 2006 season, when he reached the peak of his powers and cemented his reputation as one of football's most feared defenders. He also weighs in on comparisons to fellow all-time great Darrelle Revis, offering his perspective on the debate and what separates elite cornerbacks from the rest. The conversation wouldn't be complete without reliving one of the most iconic plays of his career — the unforgettable 99-yard interception return against New England. Champ gives a play-by-play breakdown of what he saw, what he was thinking, and how close he came to finishing the touchdown that fans still talk about today. We have some good laughs as he takes us inside what was going through his mind running down the field before he was brought down. Now a father, Champ shares how life and leadership have evolved off the field, discussing family, fatherhood, and the lessons football taught him that he carries into raising his children. From humble beginnings in Georgia to Canton, Ohio, Champ Bailey's story is one of talent, sacrifice, and perseverance, as he reflects on the self-belief that took him from a small-town athlete with big NFL dreams to one of the most dominant cornerbacks the game has ever seen...sharing invaluable advice for the next generation of athletes and the conversation is truly a masterclass in greatness from one of the game's all-time legends. Don't miss this unforgettable Pivot with Champ Bailey. Learn more about your ad choices. Visit megaphone.fm/adchoices
European Heatwave, Commodity Prices, and UK Political Shifts. Guest: Simon Constable. A "Godzilla El Niño" has triggered record-breaking heatwaves across Europe, impacting energy demand and agriculture. Amid falling Brent crude prices, attention shifts to UK politics, where the potential rise of Andy Burnham within the Labour Party signals a move toward higher taxes and increased government spending. 7
Jun 23, 2026 – Global fintech expert Rich Turrin discusses the US government's ban on Anthropic's advanced AI models and its broader geopolitical impact. He explains how these restrictions disrupt global access, push international businesses...
Brian Strasser is an Iowa farmer who figured out that the same months the farm goes quiet on cash flow are the same months travelers fill up a rental car app — so he built a fleet, and turned the seasonal gap into a financial advantage.
Klue supply-chain attack impacts cybersecurity firms. Brand-new Prinz Eugen ransomware is surprisingly polished. ShinyHunters leak exposes sensitive data of 10,000 Council of Europe employees. Security agencies sound alarm over FortiBleed credential harvesting operation. Texas data breach affects hunting and fishing licensees. Microsoft ties Mastra AI supply chain attack to North Korean hackers. Vidar infostealer unveils new technique to defeat Chrome's encryption protections. Brazil investigates suspected hack of emergency alert system. We got your Monday business brief. On today's Industry Voices, Dave Bittner sits down with Mike Britton, CIO of Abnormal AI, as they discuss "AI-Powered Attacks Are Now a Commodity.” And not the kind of beats you want to drop. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest On today's Industry Voices, we are joined by Mike Britton, CIO of Abnormal AI, discussing "AI-Powered Attacks Are Now a Commodity — And Most Organizations Don't Know It Yet." If you enjoyed this conversation and want to hear the full interview, listen here. Selected Reading Klue OAuth breach victim list grows as Icarus hackers claim attack (BleepingComputer) Prinz Eugen ransomware: a deep dive into a new Go-based encryptor (ThreatDown by Malwarebytes) Council of Europe Data Breach: ShinyHunters Makes 10,000 Employees' Records Permanent (Tech Times) Global cybersecurity agencies warn of credential exposure in FortiBleed campaign targeting Fortinet firewalls, VPN gateways (Industrial Cyber) Everything's bigger and better in Texas – even data breaches (The Register) Microsoft links Mastra AI supply chain attack to North Korean hackers (BleepingComputer) Inside Vidar's ABE Bypass: From Memory Scanning to APC Injections (Gen Digital) Brazil probes emergency warning system after nationwide rogue alert (The Register) Ent emerges from stealth with $100 million in seed funding. (N2K Pro Business Briefing) Apple patches Beats Studio Buds flaw that could turn earbuds into a wiretap (Malwarebytes) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 22, 2026 – In this first installment of a two-part Lifetime Planning series, Senior Wealth Manager Brendan McMurtrie and Wealth Advisor Ryan Puplava reveal why the annual financial review is your most powerful planning tool...
As AI vendors hype “recursive self-improvement” and other scary features, we see more and more “mainstreaming” of AI technology in business. In other words, the AI does not solve problems by itself: we as HR and IT leaders need to clearly define our needs and then buy, build, and tune the technologies we buy. Some AI vendors (ie. Paradox, Radancy, Sana, Maki, others) are laser focused on very specific use-cases, and they are delivering solution-first offerings that really add value. The frontier vendors, however, are struggling to do this and much of their revenue still comes from “enabling others” to create solutions. And the new usage-based pricing is forcing this kind of pragmatic thinking. In this podcast I highlight this “commoditization” of core AI features and explain why your “problem identification” work is perhaps the biggest effort in the HR 2030 Agentic HR strategy. (Take our new HR 2030 course or sign up for our new Global HR Excellence Certification.) Additional Information Is AI A “Normal” Technology? The Rise of the Supermanager Our New Book Superpowered, Coming This Fall! New Course: Galileo Is Ready To Teach You What You Need to Know about HR 2030 Chapters (00:00:00) - A Lesson on AI in Software Engineering(00:09:44) - Bill Gates on the Need for People in AI
The June 22, 2026, Closing Market Report highlights a sharp contrast in global weather patterns and their developing impacts on crop conditions. In the United States, the Corn Belt and Southern growing regions are currently maintaining highly favorable soil moisture levels, setting a strong baseline for development. However, recent heavy rainfall and consecutive weeks of flooding in parts of the Midwest are expected to result in a 1% to 3% downgrade in the upcoming crop conditions report. In stark contrast, Europe is enduring a severe, record-setting heatwave with below-normal rainfall, raising significant moisture stress concerns for summer crops like corn and sunflowers, particularly in France. Meanwhile, South American harvests in Brazil are progressing smoothly with only minor, localized disruptions.Market attention is increasingly shifting toward the upcoming USDA grain stocks and acreage reports. Driven by rapid spring planting speeds and broader financial pressures, agricultural economists project a potential increase in both corn and soybean acres, as farmers frequently favor these traditional crops during tight financial periods. This shifting landscape is further framed by long-term structural changes in Southern U.S. agriculture, which has suffered a disproportionate loss of 32 million harvested acres over the past century. This massive historical decline has led analysts to question whether federal safety nets that heavily favor cotton, peanuts, and rice are inadvertently stifling regional innovation and crop diversification.In livestock and international trade, domestic beef demand continues to outpace expectations and remains robust, even with ongoing headline concerns regarding screwworm in Mexican cattle herds. On the geopolitical stage, Vice President J.D. Vance announced a proposed structural agreement regarding Iran, where any potential unfreezing of Iranian financial assets would require joint U.S. and Qatari oversight and be strictly earmarked for the purchase of American soy, corn, and wheat. While these geopolitical headlines introduce short-term volatility, market experts emphasize that traders must focus on strong domestic crop usage, robust export paces, and baseline supply and demand fundamentals to accurately navigate the marketplace.00:00 The About Southern Agriculture Edition02:02 Ag Markets with Curt Kimmel, AgMarket.net07:35 V.P. Vance mentions a possible Corn, Soy, Wheat Deal with Iran09:42 The Evolving US Southern Crop Problem12:14 Commodity Markets Discussion with Chad Hart17:50 Ag Weather with Mark Russo, Ever Stream Analytics ★ Support this podcast ★
Colleen Callahan and Annette Noland share the story behind The Little White Dogs Flower Farm in Kickapoo. Meteorologist Kate Hickford from the National Weather Service in Paducah, Kentucky recaps Sunday's severe storms in southern Illinois. Manager-to-Manager segment features the Madison County Farm Bureau. Joe Camp at Commstock Investments previews a new market week.
Grains mixed with soy oil strength on biofuel demand; wheat supported by Europe heat; Midwest rains pressure corn; cattle fade highs; crude and metals lower.
REGISTER FOR RICK'S UPCOMING SYMPOSIUM at https://thoughtfulmoney.com/rulesymposiumA number of commodities & commodity producers are trading at extreme bargains right now assesses natural resource investor Rick Rule.Not only for the long-term value of the ore in the ground.But also for the dramatic efficiencies AI is bringing in getting the ore out of the ground much more cheaply.For a detailed breakdown of the specific minerals and miners that have Rick's attention most right now, watch this video.#commodities #copper #uranium _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/disclosureThoughtful Money Agreement: https://thoughtfulmoney.com/agreementIMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
The hardest thing you do, you price at zero. The configuration anyone with a certification can deliver gets quoted down to the hour, then the integration thinking the platform was never built for, the architecture, the judgment, you throw in for free because it doesn't fit on a line item. In this episode, I break down the WHAT decision keeping most SaaS partners billing commodity hours while the platform's own AI eats the work they charge for. I share how an industrial automation partner took the thinking he used to give away, packaged it as something clients pay for monthly, and now runs consistent 30K plus months on the same skill. If you're tired of being the cheapest name on the shortlist, this one's for you.Resources and LinksNeed help with your WHO and WHAT decisions? Apply for a FREE Multiplier CallBook a Decision Session herePrevious episode: 689 - Why Building More Tools Won't Fill Your PipelineCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources
Jun 19, 2026 – Robert Rapier joins Jim Puplava for a revealing discussion on the true state of global oil markets following the Middle East peace deal. They explore depleted reserves, Iran's newfound leverage, the challenges of restarting production...
Jun 19, 2026 – The shortest Fed statement in history just signaled a major shift—and Wall Street may not be ready. Jim Puplava and Macro Tides' Jim Welsh dig into Kevin Warsh's surprising break from forward guidance, why plunging oil...
In this weekend's show, we take a step back from the daily price grinds to examine the massive, structural shifts occurring across the metals and...
Na Guerra das Commodities, o Brasil pode ser protagonista! O Marcos Jank, do Insper Agro Global, fala sobre o Plano Quinquenal da China, que quer diminuir a dependência das importações de Soja. E como deveríamos trabalhar para diminuir os impactos sobre o Agro brasileiro.
Jun 19, 2026 – Could a second Great Depression hit by 2030? Financial Sense Newshour's Jim Puplava unpacks ITR Economics' sobering forecast—exploding national debt, surging interest costs, and unsustainable entitlements converging...
Jun 18, 2026 – Adriano Bosoni, RANE's Director of Geopolitical Analysis, discusses the US-Iran deal signed yesterday and the most likely scenario markets face over the next several months when it comes to the flow of traffic through the Strait...
The June 18, 2026, Commodity Week panel analyzed current agricultural market fundamentals, prioritizing export demand, domestic crop conditions, and macroeconomic shifts. China recently purchased 4.8 million bushels of U.S. soybeans, yet long-term fulfillment of their 25-million-metric-ton commitment remains uncertain pending tariff adjustments and sustained export competition from Brazil. Domestically, the market is bracing for upcoming USDA acreage and grain stocks reports, with analysts anticipating slight increases in soybean acreage and noting discrepancies in feed and residual data driven by heavier cattle slaughter weights. The recent Cattle on Feed report indicated a 102% year-over-year inventory, though overall beef production projections remain inexplicably low according to the panel. Furthermore, U.S. corn crop conditions vary drastically based on planting dates, with early-planted corn thriving while late-planted fields struggle against excessive moisture. Finally, macroeconomic volatility is expected to persist as the new Federal Reserve leadership implements a strictly data-driven policy approach, strengthening the U.S. dollar and emphasizing the need for producers to actively execute pricing orders amidst shifting fundamentals.Panelists - Jim McCormick, AgMarket.net - Garrett Toay, AgTraderTalk.com - Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★
The June 19 Closing Market Report provides a historical overview of the legislative and military milestones that culminated in the abolition of slavery in the United States. The broadcast begins by outlining the Morrill Acts of 1862 and 1890, which established Land Grant Universities and Historically Black Colleges and Universities to expand equitable access to public education. It then details the 1863 Emancipation Proclamation, which strategically shifted the Civil War's primary objective toward ending slavery and authorized the enlistment of Black soldiers, a directive subsequently formalized by General Order 143 to create the U.S. Colored Troops. As the conflict concluded with the Confederate surrender at Appomattox, the Wade-Davis Bill established stringent Reconstruction protocols for readmitting the defeated states to the Union. The timeline concludes with the formal constitutional abolition of slavery through the 13th Amendment and the enforcement of emancipation in Texas via General Order No. 3 on June 19, 1865, the historic event now nationally commemorated as Juneteenth.00:43 The Morrill Acts & HBCUs05:37 The Emancipation Proclamation13:25 General Order 14317:14 Reconstruction and the Wade-Davis Bill19:02 Surrender at Appomattox20:29 The 13th Amendment21:04 June 19, 1865, General Order #3 ★ Support this podcast ★
On this week's podcast I get to chat with return guest, amazing pastry chef, chocolatier, small business owner and opinionated guy, Mr Thomas Haas. We try and tackle some of the bigger problems that we see out there in our industry right now. Commodity pricing, macro economics of chocolate and food, seeing if there is much sense to be made in our very unnecessarily complex system of food. We also delve a bit into a favourite show topic and the exponential increase in tipping culture and how there doesn't seem to be an end in sight. I really enjoyed this chat as we got to the meat of some our industry's issues. Send us your feedback
Joe Raia, Chief Commercial Officer at Abaxx Exchange, had a fun interview as he stopped by to give us an update. As a commercial tanker captain who moved into commodities trading, he has the knowledge and background to help guide the US Markets.Connect with Joe on his LinkedIn here: https://www.linkedin.com/in/joe-raia-4982a417/Follow Joe on X here: https://x.com/JoeRaia5Check out Abaxx Exchange information here: https://abaxx.exchange/1. Abaxx Exchange & LNG Futures ContractsThe core focus is on ABEX's innovative physically deliverable LNG futures contracts. Joe Rea explains how these contracts are unique because they price actual waterborne LNG molecules rather than using proxy benchmarks like Henry Hub or Brent crude oil. The contracts cover three key regions: Gulf of Mexico (FOB), DES North Pacific Asia, and Northwest Europe. This addresses a major gap in the market where there was no transparent, regulated pricing instrument for LNG.2. Pricing Benchmarks & Market InefficienciesA significant discussion centers on why traditional pricing proxies fail for LNG. Henry Hub has remained at $3 for 15 years while waterborne LNG ranges from $11-15, and Brent crude oil has no correlation to delivered LNG in Asia. ABEX's contracts provide proper pricing correlation, which is critical for midstream suppliers to get fair value for their molecules.3. Global LNG Market DynamicsThe conversation covers Europe's energy crisis following Russia's invasion of Ukraine, the shift from long-term contracts (40-50% of the market) to spot and shorter-term contracts, and the EU's struggle to refill natural gas reserves to 85-90% capacity. There's also discussion of Russia's new icebreaker LNG carriers and potential sanctions implications.4. Expansion of LNG Production & InfrastructureTopics include the U.S. becoming the world's largest LNG producer, with 200 MTPA coming online this year. There's discussion of floating LNG terminals (FSRUs) as faster alternatives to building permanent facilities, and potential expansion in the Middle East with pipelines connecting to floating LNG infrastructure.5. Precious Metals TradingAbaxx has expanded beyond energy into metals, launching gold and silver futures contracts with physical delivery capabilities in Singapore vaults. The silver contract has been particularly successful, and these contracts address logistical issues that previously plagued gold trading between London and New York.6. Energy Security & U.S. PolicyA major theme is energy security, including discussions of the Jones Act, U.S. tanker capacity, and the importance of American-flagged vessels. The conversation highlights how a 60-day Jones Act waiver resulted in more U.S. energy exports to Puerto Rico in 2 months than in the previous 20 years, and the need to rebuild U.S. shipbuilding capacity.7. Geopolitical ImplicationsDiscussion of Middle East pipeline infrastructure (Saudi Arabia's East-West pipeline, UAE expansion, Kuwait's plans), Iran's territorial claims, and how geopolitical tensions affect energy markets and shipping routes through critical chokepoints like the Panama Canal and Strait of Hormuz.8. Technology & Market IntegrationAbaxx's integration with major pricing platforms like Refinitiv, Bloomberg, and TradingView to make pricing data accessible globally. The conversation emphasizes the importance of having standardized, transparent pricing that can be referenced in trading agreements.This episode essentially showcases how ABEX is revolutionizing commodity trading by creating transparent, physically backed futures markets that better serve the global energy and metals industries.Thank you, Joe, for your service in the United States Merchant Fleet as a Captain and for your continued service in helping balance the markets.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
State and federal updates with Illinois Farm Bureau Executive Director of Governmental Affairs and Commodities Kevin Semlow in his "Seven with Kevin" segment.Tom Taylor details International Harvester East Moline plant. A couple of Father's Day snipits from Rita Frazer and Teagan Taylor.IHSA Friday Friday Friday segment features Tremont High School baseball coach Eddie Betson. The Turks win the IHSA Class 1A state title during the Tremont Turkey Festival weekend.
In this special Friday editorial edition of The KE Report, we sit down with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, to unpack a whirlwind week for global macroeconomics and central bank policy. Key Discussion Points: The New Era at the Federal Reserve: A deep dive into Fed Chair Warsh's debut meeting, his lean toward "strategic ambiguity," and why the market is now pricing in a hawkish trajectory for the end of the year. The Surging US Dollar Index: Why the dollar is breaking out of its year-long range, achieving new highs against the Japanese Yen and Canadian Dollar, and defying widespread expectations of a decline. Yield Curve and Global Rate Differentials: An analysis of the flattening 2-to-10-year yield curve and how widening interest rate differentials between the US, Europe, and Japan are acting as a powerful tailwind for the greenback. Commodities and Looming Macro Risks: Why a significant pullback in crude oil prices is reshaping inflation expectations, contrasted against potential supply shocks in agriculture and shifting geopolitical risks in the Middle East. Market Psychology: Optimism or Complacency?: A candid look at whether current equity markets are priced to perfection, the signals to watch next, and how investors can use disciplined trailing stops to protect their portfolios in a late-stage bull market. Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/ ------------------------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
The Canadian government is rushing to pass sweeping regulations that will change privacy and social media forever. The US and Iran reach an agreement. Oil tumbles. The Fed signals rate hikes are coming. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourJoin Seeking Alpha Premium And Get 25% Off Today!: https://link.seekingalpha.com/52636H6/4G6SHH/✉️ Media & Real Estate Inquiries: steve@stevesaretsky.comStay up to date with our information -
Oil is The global commodity. An assassination culture. They are going to get better. Why Trump was eager to make a deal? Oil prices are more than a dollar more at the pump. Follow The Jesse Kelly Show on YouTube: https://www.youtube.com/@TheJesseKellyShowSee omnystudio.com/listener for privacy information.
Simon Constable and John Batchelor discuss extreme summer heat in France and the potential for a "super El Niño." They analyze shifting commodity prices, noting significant drops in Brent crude, electricity, and precious metals, while rising copper prices signal increased manufacturing demand for data centers and new technology. (1)
Interview with Andrew Dennan, CEO of Halo MineralsRecording date: 16th June 2026Halo Minerals has emerged as a unique opportunity within the junior mining sector by focusing on the reprocessing of historical mine tailings rather than pursuing conventional greenfield mine development. Its flagship Playa Verde Project in Chile aims to recover copper and gold from legacy tailings deposits while simultaneously addressing a long-standing environmental liability.The company's most important achievement to date is securing approval of the project's Environmental Impact Assessment (EIA). For mining projects in Chile, permitting is often one of the largest barriers to development, creating uncertainty around timelines and project viability. With the EIA approved and formal written resolution received, Halo has substantially reduced a key project risk and can now focus on financing, engineering, and execution.The economics outlined in the recently published Competent Person's Report are compelling. The Playa Verde Project contains ore reserves of 32.2 million tonnes grading 0.25% copper, representing approximately 80,000 tonnes of contained copper. Using assumptions of US$5.30 per pound copper and US$4,300 per ounce gold, the project generates a post-tax NPV10 of approximately US$154 million and an estimated IRR of around 51%. These metrics compare favorably with the company's current valuation and suggest meaningful leverage to successful project development.Importantly, Halo is not relying on experimental technology. Management intends to utilize well-established dredging, flotation, and SX-EW processing methods that have been deployed successfully across the mining industry for decades. This reduces technical uncertainty and may improve financing prospects compared with projects dependent on novel extraction technologies.The broader copper market also provides supportive macroeconomic conditions. Demand continues to rise due to electrification, electric vehicle adoption, renewable energy infrastructure, and the expansion of AI-related data centres. At the same time, many industry analysts forecast structural supply deficits over the coming decade as permitting challenges and capital intensity limit the pace of new mine development. Tailings reprocessing projects such as Playa Verde offer a potentially faster route to supplying additional copper to the market.Another notable aspect of the investment case is management's financing strategy. Rather than relying heavily on equity issuance, Halo intends to pursue a combination of offtake agreements, vendor financing, royalty and streaming transactions, and project debt. If successfully executed, this approach could reduce shareholder dilution relative to many junior mining peers.Investors should nevertheless recognize the risks. The company remains pre-FID and must still secure financing and operating partners. Playa Verde currently represents the primary source of near-term value, creating concentration risk. Commodity price volatility, financing market conditions, and execution challenges could all affect outcomes.Looking ahead, the most important catalysts include completion of the updated feasibility study, finalization of financing arrangements, selection of operating partners, and progress toward a final investment decision targeted for late 2026. Success on these fronts would move Halo closer to its goal of first production in 2028 and provide a clearer indication of whether the project's attractive economics can be translated into shareholder value.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com
Canada's stock market has set repeated record highs in 2026, even as the domestic economy feels soft. Canadian equity portfolio manager Mark Rutherford explains the gap between the two, and why a large weight in financials can represent more diversification rather than less. He walks through how the team rotated within the sector as the banks re-rated, and the discipline behind trimming a gold position that had run. As indexes themselves have grown more concentrated, the conversation lands on a simple idea: knowing what you own matters more than ever. Key takeaways • The Canadian market and the Canadian economy can tell very different stories. Commodities and financials drive a large share of corporate earnings even though relatively few people work in those sectors, which helps explain record markets alongside near-zero real growth. • A large weight in financials is not a single bet. Beneath the label sit banks, life, property and casualty insurers, alternative asset managers, and exchanges, each with its own return drivers and correlations. • Position weights reflect what has worked, but they are not fixed. As the banks re-rated from roughly 10 to 12 times earnings toward 15 to 16 times, the team recycled capital into property and casualty insurers and alternative asset managers offering more attractive returns. • Gold earns its place through company economics, not a price forecast. Royalty businesses and selected miners were added for their free cash flow and differentiated correlation, then trimmed as the combined weight grew and the rate and inflation backdrop shifted. • Trimming winners is as much a part of the discipline as finding them. Allowing any single position or exposure to grow unchecked introduces risk that has nothing to do with the original thesis. • Indexes have become increasingly concentrated vehicles. Knowing what you own, and holding exposures by deliberate choice rather than by default, can be key to real diversification. Host: Andrew Johnson, CFA Institutional Portfolio Manager Guest: Mark Rutherford, CFA Portfolio Manager This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts
Jun 16, 2026 – The Boock Report's Peter Boockvar discusses the AI capex boom, SpaceX's valuation, data center overbuilding risks, inflation volatility, Fed policy, and why oil, gold, silver, and commodities may still have room to run...
Market Overview and Commodity TrendsThe June 17, 2026, broadcast of the Closing Market Report, hosted by Todd Gleason, provides a comprehensive update on agricultural markets, policy news, and global weather conditions. In the commodities segment, Greg Johnson of Total Grain Marketing details a recent market sell-off driven by favorable Midwest weather, expectations of higher planted acreage, and declining oil prices linked to a Middle East memorandum of understanding (MOU). This combination of factors has prompted investment funds to liquidate their long positions in corn and pare back on soybeans. Johnson advises farmers to adjust their pricing expectations, noting that a significant rally would require a major weather event later in the summer or a return of Chinese soybean purchases.Agricultural Policy and Global FinanceThe program also covers recent geopolitical and agricultural news, highlighting President Donald Trump's cautious public remarks regarding the finalization of the Middle East MOU, despite White House officials confirming its digital signing. Domestically, the broadcast outlines a legislative push in the Senate to permanently lift summertime restrictions on E-15 ethanol and reports on a growing New World screwworm outbreak threatening livestock in Texas. On the financial front, the US Farm Credit System remains stable despite broader economic challenges, presenting a stark contrast to Brazil, where lower grain prices and high interest rates are driving a surge in farm bankruptcies and loan defaults.Global Weather ImpactsMeteorologist Drew Lerner from World Weather, Inc. concludes the report with a global agricultural weather outlook. In the United States, unusually cool temperatures and excessive moisture are slowing crop development across the Midwest and Northern Plains, though warmer weather is expected by July. In Europe, a severe heatwave and prolonged dry spell are heavily stressing winter crops, particularly in France. Looking toward Asia, a strengthening El Niño is forecast to bring significant dryness to Indonesia, Malaysia, and the Philippines later in the year, while simultaneously causing excessive, crop-damaging rainfall across the rice and sugarcane regions of southern China.01:18 Ag Markets with Greg Johnson, Total Grain Marketing09:12 President Trump Hedges on MOU Signing15:16 Ag Weather with Drew Lerner, World Weather, Inc. ★ Support this podcast ★
פרק מספר 516 של רברס עם פלטפורמה - קרבורטור מספר 41. הפעם רן ואורי מארחים את נתי לשיחה על נקודת המפגש המרתקת שבין קוד פתוח לקידוד מבוסס סוכנים (Agentic Coding). דיברנו על העתיד הדיסטופי והאופטימי של מפתחי קוד פתוח, איך משווקים מוצרים ל-Agents, ולמה שורת הפקודה (CLI) חוזרת אלינו בענק. [01:04] העתיד המדומיין של AI (סיפורו של OpenClaw) נתי משתף סיפור משעשע על ניסיון לחקור את "OpenClaw". הזיות (Hallucinations) של מודלים: Claude מאשר את העובדות, בעוד ש-Gemini מנתח שמדובר בהמצאה עתידית (פברואר 2026). הבנה שמודלי שפה (LLMs) הם מנועים הסתברותיים ולא מנועי חיפוש עובדתיים. [05:58] החזון הדיסטופי: האם AI יהרוג את הקוד הפתוח? בעיית ההעתקה: בעבר קוד הוגן על ידי רישיונות (כמו AGPL), היום קל לבקש מהמודל לשכתב קוד משפה אחת לאחרת (למשל מ-NodeJS ל-Rust) בעלויות אפסיות. קריסת מודלים עסקיים: עלויות התמיכה והאופרציה (Operation) יורדות כי ה-Agent מתקן תקלות לבד, מה שחותך את ההכנסות של חברות כמו Red Hat. עומס על ה-Maintainers: קוד מג'ונרט על ידי Agents נראה מעולה ומתועד היטב, אבל לא תמיד נכון ארכיטקטונית או לוגית. גישות התמודדות: חלק דורשים לקבל את ה-Prompt (הכוונה) ולא את הקוד עצמו, בעוד שאחרים (כמו יוצר שפת Zig) אוסרים לחלוטין גישה של AI לפרויקט. [15:15] החזון האופטימי: שיווק לסוכנים (GEO) מעבר מ-SEO ל-GEO (Generative Engine Optimization): סוכני AI הם הלקוחות החדשים. איך Agent בוחר כלים? לפי איכות הקוד, הפופולריות שלו ב-GitHub, ובעיקר לפי התיעוד. קוד פתוח הופך לכלי שיווקי קריטי (Open Core) כדי שהסוכנים יוכלו למצוא, להבין ולהמליץ על המוצר. מודלים היברידיים ו-Freemium: מוצרים (כמו Postits) מציעים גישה ללא חומת תשלום (Paywall) בשלבים הראשונים, מה שמאפשר ל-Agents לעבוד איתם בקלות דרך API (Headless SaaS), ואפילו לבצע רכישות בעצמם בהמשך דרך Stripe. [30:29] שובו של ה-CLI ומגבלות ה-MCP הדיבייט סביב MCP (Model Context Protocol): הפרוטוקול כבד, "זולל" טוקנים (Token hungry) עבור הקונטקסט, ודורש תחזוקה של שרתים נוספים. למה Agents כל כך אוהבים CLI (שורת פקודה)? גישה ישירה לאקוסיסטם המקומי והרשאות (כמו Kubernetes או סביבות ענן) בלי לחשוף מפתחות לשירות חיצוני. יכולת לבצע מניפולציות מורכבות בצד הלקוח (Chaining, Grep, Sed) מבלי לשנות קוד ב-Backend, מה שהופך את המודלים לאנשי DevOps מעולים. [36:17] רישיונות קוד פתוח וה"נשמה" של המוצר האתגר באכיפת רישיונות (כמו GPL) בעולם שבו קשה להוכיח על איזה קוד המודל התאמן ואם בוצעה העתקה. הבדל חשוב בטרמינולוגיה: מודלים של "Open Weights" לעומת מודלים שה-Training Data שלהם באמת פתוח. תוכנה כיצירת אומנות מול קומודיטי (Commodity): האם קוד מג'ונרט יכול להחליף את החזון וה"נשמה" (Soul) של מפתחים בולטים? ההשוואה לעולם המוזיקה מדגישה שמשתמשים הולכים אחרי האומן והחזון, לא רק אחרי הקוד היבש. [50:25] רגולציה ומודלי Open Weights אורי מעלה נקודה מעניינת על החסימה של מודל Fable 5 / Mytos 5 (של Anthropic) למשתמשים מחוץ לארה"ב על ידי הממשל האמריקאי. ההשפעה של רגולציה: ה"תקרת זכוכית" הזו עלולה לפגוע בחברות המסחריות האמריקאיות בטווח הקצר, ודווקא לדחוף קדימה מודלים פתוחים (Open Weights) סיניים או אירופאים שאינם כפופים לאותן מגבלות. האזנה נעימה!
Newly elected Illinois FFA major state officers--Reporter Haven Cash, Sentinel Levi German and Secretary Owen Rigg. Illinois Farm Bureau Enivonmental Program Manager Bena Pegg highlights Nutrient Stewardship Field Days this summer. Tick and mosquito awareness from Ken Johnson with the University of Illinois Extension.
Set the context for a joyful, exuberant day with a short, powerful message from Sadhguru. Explore a range of subjects with Sadhguru, discover how every aspect of life can be a stepping stone, and learn to make the most of the potential that a human being embodies. Conscious Planet: https://www.consciousplanet.org Sadhguru App (Download): https://onelink.to/sadhguru__app Official Sadhguru Website: https://isha.sadhguru.org Sadhguru Exclusive: https://isha.sadhguru.org/in/en/sadhguru-exclusive Inner Engineering Link: isha.co/ieo-podcast Yogi, mystic and visionary, Sadhguru is a spiritual master with a difference. An arresting blend of profundity and pragmatism, his life and work serves as a reminder that yoga is a contemporary science, vitally relevant to our times. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, warns the market is exhibiting all the markings of late stage using a Warren Buffett 1999 quote: "when you get to the point where every single thing that people do, any kind of strategy is up in the market...you're probably toward the end." He describes it as a "lemmings market" where followers are piling in, notes IPOs are bursting (90% lose money over 135 years), and reveals the Mag 7 is mostly down since November with only semiconductors rallying. Oakley warns baby boomers are "brain dead" and way over-invested in stocks at historic highs as a percentage of assets—if a bear market hits like 2000-2003 (down 55%), they lack the liquidity to sustain their lifestyle during down years. He's adding back gold after it corrected from $5,500 to $4,000, buying copper and natural gas as plays on AI infrastructure needs, and positioning for a commodity supercycle in early innings driven by countries hoarding raw materials. Oakley reveals energy is "dramatically cheap" with 6-8% dividends, oil reserves are depleted, and he's building a "well to the end" strategy with producers and pipelines that "can't be replaced"—like railroads. He explains gold is becoming the new currency reserve as countries dump treasuries for gold, warns private credit is a blowup risk at 11.75% rates, and emphasizes that for SpaceX windfall employees, they should take money off the table and ice enough for life. His parting advice: stick with your principles and don't let the hype throw you off.Thank you to our sponsor Monetary Metals. Learn more at https://www.monetary-metals.com/julia/Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 0:00 Opening and introduction1:23 Market assessment 2:40 IPOs3:49 Late stage market indicators 7:14 Added back gold after trimming early year, mining stocks down 30%8:05 Copper and natural gas needed for AI infrastructure8:25 Companies on fundamentals, not macro chasing11:16 Next 10 years commodity-based market12:51 Commodity supercycle early innings18:54 Energy thesis21:47 Gold thesis - Currency reserve replacing treasuries28:30 Bifurcated economy29:18 Baby boomers way overinvested32:30 Everybody's in market more than any time37:25 Biggest risk - Government nobody believes in39:53 Private credit issue 42:24 SpaceX windfall employees - Take some off table44:07 Parting thoughts - Stick with your principles
HR3 - QBs in NFC South are mostly uncertain or unproven commodities In hour three Ali Mac, Mike Johnson, and Beau Morgan quickly touch on some of the biggest headlines around the local and national sports scene, continue to react to NFL writer Nick Shook ranking the NFC South division last when it comes to quarterback play, explain why they agree and think the NFC South does indeed have the worst quarterback play in NFL right now, continue to recap and react to the Atlanta Braves losing their third series of the season and losing back-to-back series for the first time this season after losing their rubber match with New York Mets 8-1 yesterday, continue to react to the news that the Braves placed starting pitcher Spencer Strider on the 15-day injured list on Saturday after imaging revealed inflammation in his right elbow, and explain why they think Strider's dip in velocity likely means he's facing a long term injury. Then, Mike, Beau, and Ali spend some time with 92.9 The Game's own soccer insider Madison Crews Mike, Beau, Ali, and Madison discuss what Madison thought about Team USA's 4-1 win over Paraguay on Friday in their opening 2026 FIFA World Cup match, what has been the biggest surprise of the 2026 FIFA World Cup for Madison so far, how important Tim Ream has been to Team USA as their captain, what Australia's kind of surprising 2-0 win over Türkiye last night means for Team USA and their group, Group D, which 2026 FIFA World Cup teams are flying under the radar right now that people should start paying attention to, if Germany's 7-1 win over Curaçao yesterday is more a result of who Germany played or proof of how much of a force Germany will be in this year's World Cup, and what non Team USA FIFA World Cup match Team USA fans should take time to watch.
The June 16, 2026, Closing Market Report covers commodity markets, international production costs, agricultural energy sectors, and midwestern weather forecasts. Analyst Susan Stroud notes that a recent geopolitical settlement in Iran has stabilized corn markets and prompted a slight rebound in soybeans. This recovery is driven by speculation of Chinese state-owned purchases and resilient U.S. crush demand, although impending acreage reports and shifting weather forecasts continue to inject volatility into the market. Providing a comparative analysis of international corn production, Joana Colussi explains that while both U.S. and Brazilian farmers have recently incurred financial losses, U.S. deficits are primarily linked to sticky overhead costs like land value, whereas Brazilian expenses are heavily influenced by direct inputs such as imported nitrogen. Furthermore, Dave Chatterton reports that the Iranian settlement is driving down agricultural energy and fertilizer prices, though a complete stabilization to pre-war levels will likely take several months. Chatterton also highlights that the recent release of Risk Management Agency (RMA) yields has promptly triggered ECO and SCO crop insurance payouts for numerous Midwest producers. Concluding the report, meteorologist Don Day forecasts a rapid, severe weather event across the Midwest—driven by the collision of a strong Canadian cold front and a tropical system from the Gulf Coast—which is expected to deliver heavy rainfall, damaging hail, and potential tornadoes to Iowa, Illinois, Indiana, and Ohio.00:00 June 16, 2026 | WILLAg.org01:08 Ag Markets with Susan Stroud, No Bull Ag10:04 U.S. and Brazilian Corn Production Costs Compared13:24 Ag Energies with Dave Chatterton, Strategic Farm Marketing17:52 RMA 2025 Yields Spur ECO / SCO Payments19:59 Ag Weather with Don Day, Day Weather ★ Support this podcast ★
There's still no new supply of land being built, but the demand side keeps strong as new entrants are looking for places to build data centers, hunting blinds and places to park other investment gains. Doug Adams, the CEO of National Land Realty looks at the big picture playing out now and a four-letter word is the big influence.
Set the context for a joyful, exuberant day with a short, powerful message from Sadhguru. Explore a range of subjects with Sadhguru, discover how every aspect of life can be a stepping stone, and learn to make the most of the potential that a human being embodies. Conscious Planet: https://www.consciousplanet.org Sadhguru App (Download): https://onelink.to/sadhguru__app Official Sadhguru Website: https://isha.sadhguru.org Sadhguru Exclusive: https://isha.sadhguru.org/in/en/sadhguru-exclusive Inner Engineering Link: isha.co/ieo-podcast Yogi, mystic and visionary, Sadhguru is a spiritual master with a difference. An arresting blend of profundity and pragmatism, his life and work serves as a reminder that yoga is a contemporary science, vitally relevant to our times. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 15, 2026 – Metabolic health expert Jim LaValle joins Jim Puplava to explain why being "disease free" doesn't mean you're truly healthy. They explore the overlooked drivers of premature aging, including chronic stress, poor sleep, and insulin resistance...
What happens when an asset's value depends entirely on what someone else is willing to pay? In this episode, Paul breaks down the key differences between investing in stocks and owning commodities like Bitcoin. He explains why stocks are backed by the earnings power of companies, while commodities rely on supply, demand, and investor sentiment. You'll also hear how a single influential voice can spark dramatic price swings in the crypto market — and what that means for investors. Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement. This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.
The June 15, 2026, edition of the Closing Market Report covers recent agricultural commodity market trends, global supply estimates, and international weather forecasts. Curt Kimmel of AgMarket.net notes that agricultural markets are currently stabilizing, with the recent Iran war settlement expected to reduce transportation and energy costs, thereby boosting investor confidence and global grain demand. Agricultural economist Ben Brown discusses the bearish impact of the latest World Agricultural Supply and Demand Estimates (WASDE) report, which revealed a 14 million metric ton increase in global corn production, largely driven by India. Brown also highlights strong domestic soybean crush demand and notes that global wheat production increases are currently overshadowing tightening U.S. supplies. Furthermore, Brown emphasizes the strong correlation between energy and grain prices while warning of potential agricultural trade disruptions if the USMCA agreement is not extended. Finally, Mark Russo of EverStream Analytics forecasts another round of severe storms and heavy rainfall for the U.S. Corn Belt before shifting to a drier pattern, while simultaneously warning of a prolonged heat wave and declining soil moisture threatening crops in Western Europe, particularly in France.- Ag Markets with Curt Kimmel, AgMarket.net- Commodity Markets Discussion with Ben Brown- Ag Weather with Mark Russo, EverStream.ai ★ Support this podcast ★
Even as geopolitical tensions roil financial markets, wealthy consumers are defying the gloom — private jet demand is surging at events like Monaco and Cannes, and Broadway just recorded a record 1.9 billion dollar season. This divergence between financial anxiety and high-end consumer spending raises important questions about where the real economy actually stands.Today's Stocks & Topics: Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB), Market Wrap, KPP Newsletter, CSX Corporation (CSX), The Wealth Effect Paradox: Why Rich Consumers Are Spending Big While Markets Wobble, Powell Industries, Inc. (POWL), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, AI Build-out and Commodities, Defense Sector.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Jun 12, 2026 – Dave Keller, president and chief strategist at Sierra Alpha Research, offers a technical read on where equity markets actually stand regarding the largest IPO in history...
Simon Constable reports from France on falling global commodity prices for food and energy due to supply meeting demand. He then shifts to the immigration crisis in Britain, where violent incidents in Belfast and Southampton have fueled public outrage. Constable attributes the unrest to a failure of both major parties to manage unfettered immigration and the lack of cultural integration. (13)1910 SUFFRAGE
June 11, 2026 – In this week's Smart Macro, Jim Puplava is joined by Chief Investment Officer Chris Puplava for a hard look at what comes next for oil, inflation, and global markets during the second half of 2026...
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWall Street couldn't be in love more with all things AI.But what it's missing is that the buildout for AI requires a lot more commodities. A TREMENDOUS amount more.Right now Wall Street is underpricing the coming boom in hard assets. Once it realizes its error, commodities will enter a super boom predicts Tavi Costa.#commodities #ai #copper _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
Jun 10, 2026 – Gold just fell through its 200-day moving average, and Jordan Roy-Byrne says this is the second chance investors have been waiting for...
Simon Constable reports from France on volatile commodity markets. While copper prices suggest economic growth, the continued closure of the Strait of Hormuz threatens to spike oil prices and trigger global economic downgrades. Constable also provides updates on regional weather and the health of his puppy, Lyra.1680