Podcasts about commodities

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================Figure's $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets.Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/======================0:00 - Intro0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure11:45 - Korea & Japan's market collapse13:56 - AI will destroy all public companies?15:20 - The bull case for hyperscalers & compute scarcity27:44 - Why bitcoin is the best hedge fund ever29:12 - Kevin Warsh & the Fed33:48 - Does this help Wall Street or Main Street?36:47- Advice for a 25-year-old starting their career today41:18 - Bitcoin & the rest of crypto industry48:52 - Migration, digital money & the breakdown of borders57:56 - What Jordi is covering in his next video

In this episode of the Planet MicroCap Podcast, recorded a couple weeks ahead of Planet MicroCap Las Vegas, I spoke with Rick Rule - founder and CEO of Rule Investment Media and co-founder of Battle Bank - for a wide-ranging conversation on natural resources, gold, and where Rick thinks the smart money is quietly moving next. A note worth flagging before you listen: when we recorded this, Rick called gold north of $3,000 and said we were 20 years into a 30-year bull market. Gold has since crossed $4,000 - make of that what you will. We break down why Rick thinks the bull run still has a decade left, why he trimmed his junior miners and redeployed into royalty streamers, what he considers the most misread commodity setup right now, and why uranium's fundamental case has quietly changed in a way most investors still haven't caught up to. We also get into rare earths, copper, and his new venture, Battle Bank. For more information about Rule Investment Media, please visit: https://www.ruleinvestmentmedia.com/ Chapters: 00:00 Introduction and Rick Rule's Market Perspective 00:21 Rick Rule's Background and Investment Philosophy 01:24 Gold Price Surge and Market Cycles 03:30 Why Generalist Capital Is Still Hesitant in Juniors 04:56 The Long-Term Bull Market in Gold and Resources 06:18 US Debt, Inflation, and Gold's Future 08:44 The Role of Political Risk in Resource Investing 23:55 Uranium's Resurgence and Energy Security 28:16 Rare Earths: Myths, Realities, and Opportunities 34:14 AI and Its Impact on Commodities and Resources 38:59 Introduction to Battle Bank and Its Unique Features 43:54 What Could Make Rick Rule Bearish on Gold 45:34 The Future of US Debt and Currency Deterioration 46:38 How to Connect with Rick Rule and Resources Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.

Jul 31, 2026 – Jim Puplava argues that precious metals are near the end of a cyclical cooldown and consolidation. He attributes the correction to rising rates, a strong dollar, and leveraged paper-market shakeouts. Longer term, he sees intensifying tailwinds...

Jul 30, 2026 – When an OpenAI frontier model broke out of its sandbox and hacked Hugging Face on its own, it forced a hard question: how do we govern AI that's both ubiquitous and powerful? Policy powerhouse Bruce Mehlman unpacks...

Jul 30, 2026 – Is the stock market flashing warning signs even as analysts predict record earnings? Veteran market technician Tom McClellan joins Jim Puplava to explain why extreme optimism often signals a top, why valuations relative to money supply...

Jul 31, 2026 – This week showed that earnings can overpower macroeconomic pressure when companies provide hard evidence that spending is producing revenue, backlog, and adoption. Microsoft and Amazon revived the AI trade through rapid cloud growth and clearer monetization,

The July 31, 2026, episode of the Closing Market Report features host Todd Gleason speaking with market analyst Mike Zuzolo and meteorologist Eric Snodgrass. Zuzolo outlines how current geopolitical tensions, including tariffs, sanctions, and expanding global conflicts, are driving market volatility and influencing asset rotation out of equities and into commodities, despite high bond yields. He also notes poor crop conditions in Europe and suggests upcoming USDA reports could lower U.S. corn yield expectations, though demand remains a critical unknown. Snodgrass provides a weather update, noting that intense heat has severely stressed crops in the Western Corn Belt—causing potentially significant yield losses—while the eastern regions remain in better condition. Looking ahead, Snodgrass anticipates a moderation in U.S. temperatures for August but warns that an impending, historic El Niño could disrupt South American planting seasons and complicate the upcoming U.S. fall harvest. ★ Support this podcast ★

State and federal updates with Illinois Farm Bureau Executive Director of Governmental Affairs and Commodities Kevin Semlow in his "Seven with Kevin" update.  Recapping the Illinois Farm Bureau "Put Me in Coach" promotion at Thursday's Cards vs. Cubs game at Busch Stadium. IHSA Friday Friday Friday segment features Maroa-Forsyth head football coach Josh Jostes.

Brownfield Commodity Market Reporter John Perkins has your look at Friday's gains in hogs, losses in soybeans, corn, and wheat, and mixed finish for cattle.September corn $4.40 and ¾ down $.05August soybeans $11.72 down $.05 and 1/4August soybean meal $312.20 down $1.90August soybean oil 67.12 down 123 pointsSeptember Chicago wheat $6.39 and ¼ down $.24 and 1/4August live cattle $231.75 up $.52August lean hogs $98.85 up $.42Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Support for eligible beef processing facilities.

Darius Dale is the founder and CEO of 42 Macro. In this conversation, we break down what the Fed should do next, how money printing quietly erodes your purchasing power, Kevin Warsh's plan to reshape the Fed, what history says happens to economies as K-shaped as ours, and what gives Darius hope for the future. ====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp====================0:00 - Intro0:56 - What the Fed should do vs. what they will do7:19 - Dollar debasement: pricing assets in "units of dollars"11:29 - Kevin Warsh, ending forward guidance, & AI-driven disinflation18:29 - Red states vs. blue states: fixing the K-shaped economy26:53 - Explicit vs. implicit socialism & the Wealth Pump theory32:01 - What gives Darius hope for the future

Health coaching is becoming easier to package, automate, and sell cheaply – but your certification can still be the foundation for something much bigger. In this episode, Michelle shares three ways to move beyond a traditional health coaching practice by drawing on your previous experience, connecting your work to outcomes people already want, and rethinking what your business could look like altogether. You'll also hear why "health coach" may be better used as a tool than a job description. Get Michelle's Good Niche training and learn how to build a business around what people will actually pay for: https://HealthCoachPower.com/goodniche Mentioned in this episode: The Backstory: How I Got Where I Am Today Connect with Michelle:

The July 30 edition of Commodity Week features agricultural market analysis from panelists Matt Bennett, Chip Nellinger, and Jason Winter. The discussion centers on the immediate threat of severe heat and dry weather to crop yields in the Dakotas, alongside a sustained regional shift from wheat to corn and soybean acreage. Jason Winter highlights strong ongoing corn demand from the Pacific Northwest and intensified local soybean competition driven by newly constructed processing plants in North Dakota. The analysts concur that while short-term market movements will be dictated by impending weather forecasts, long-term prices will likely remain supported by shrinking global stocks and robust domestic demand. Additionally, geopolitical conflicts in the Black Sea and Middle East are identified as key drivers sustaining elevated energy and fertilizer costs. Consequently, the panel recommends that producers leverage on-farm storage to maintain long-term crop ownership while pragmatically pricing essential harvest sales.Panelists- Matt Bennett, AgMarket.net- Chip Nellinger, Blue Reef Agri-Marketing- Jason Winter, Columbia Grain International ★ Support this podcast ★

The July 30, 2026, episode of the Closing Market Report covers recent developments in agricultural commodity markets, industry news, consumer trends, and regional weather forecasts. Market analyst Matt Bennett discusses the recent downturn in soybean and corn futures, attributing the market's sell-off to anticipated weekend rainfall across the dry Corn Belt. The agricultural news segment briefly highlights upcoming Farm Bill markup negotiations, updated USDA wetland determinations, and an expected increase in farmland supply entering the fall sales season. Next, CoBank livestock economist Abby Groves explains the rapid expansion of the $4.4 billion meat snack industry, noting that the 45% category growth is largely driven by consumers seeking convenient, high-protein options and the rising use of GLP-1 weight-loss medications. Concluding the broadcast, meteorologist Mike Tannura reviews the exceptionally warm and dry conditions of the past 15 days that have negatively impacted crop ratings, while forecasting a strong incoming weather system expected to bring one to three inches of stabilizing rain across the Midwest.01:22 Ag Markets with Matt Bennett, AgMarket.net07:38 WILLAg News Update10:15 Meat Snacks: Market Growth, GLP-1s, & Innovation17:28 Ag Weather with Mike Tannura, Tstorm.net ★ Support this podcast ★

Dr. Ashley Belle, a University of Illinois Extension Environmental Quality Extension Specialist discusses an Illinois Household Food Waste Survey.Jenna Spychal with Jonamac Orchard in Malta and chair of the Illinois Specialty Growers Association highlights the ISGA Farm Stand at the Illinois State Fair.

Brownfield Commodity Market Reporter John Perkins has your look at the gains in cattle and wheat, the losses in soybeans and hogs, and the mixed finish for corn.September corn $4.45 and ¾ down $.03 and 1/4August soybeans $11.77 and ¼ down ¾ centAugust soybean meal $314.10 down $1.20August soybean oil 68.35 down 82 pointsSeptember Chicago wheat $6.63 and ½ up $.02 and 3/4August live cattle $231.22 up $3.32August lean hogs $98.42 down $2.25Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 28, 2026 – Explore how shifting power dynamics between China and Japan are reshaping the Indo-Pacific, with exclusive insights from geopolitical analyst Rodger Baker. Learn why critical supply chains, rare earth minerals, and control...

We return in a special episode to the Iranian-US war to discuss how "Real-Eknomik" is shaping realpolitik. Nick Kumleben, Director at Greenmantle, the geopolitical risk and strategy consultancy, where Nick handles the energy and commodities portfolio, joins us to discuss the status of the war and its potential future track. We use commodities and more broadly economics to try and understand the strategies and positioning of the various participants and their allies. Who wants peace, who wants all-out war, if any and who is OK with the status quo for now. For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

Key Topics Covered: 1. Trading as a Wealth-Building Skill Why trading should be viewed as a skill rather than a shortcut to wealth. How education and consistency lay the foundations for long-term success. 2. Trading vs Investing Understanding the difference between trading and traditional buy-and-hold investing. Why both approaches can play complementary roles in a wealth-building strategy. 3. Managing Risk Before Chasing Returns How disciplined risk management helps protect trading capital. Why successful traders focus on controlling losses as much as generating profits. 4. Building Confidence Through Process How following a proven trading strategy removes emotion from decision-making. Why consistency often delivers better results than trying to predict the market. 5. Trading in Just 30 Minutes a Day How swing trading can fit around a busy lifestyle. Why effective trading isn't about constantly watching the markets. 6. The Importance of Trading Psychology Why emotional control, patience and discipline are essential for long-term success. How mindset influences every trading decision. 7. Using Trading to Accelerate Wealth Building How trading can generate capital that can be reinvested into other assets. Why diversification remains a key principle of building lasting wealth. 8. Passing on Financial Skills to the Next Generation Why teaching financial skills can be just as valuable as passing on financial assets. How developing knowledge today can create opportunities for future generations. Actionable Takeaways: Treat trading as a skill that requires education, practice and discipline. Focus on managing risk before thinking about potential returns. Develop a structured trading process and stick to it consistently. Avoid emotional decision-making by following proven rules and strategies. Consider how trading could complement your broader wealth-building plan alongside property, business and pensions. Invest in financial education that helps you build confidence before committing significant capital. Remember that long-term wealth is built through consistency, not speculation. Successful trading isn't about chasing quick wins. It's about following a proven process, controlling your emotions, managing risk, and using those skills to build wealth that lasts. Resources: WealthBuilders - Build, protect and transfer your wealth STARTrading - Trade safe. Invest smart. Grow together. The STARTrading Podcast Lewis Crompton's Instagram WealthBuilders Membership: Free access to guides, webinars, and community Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

The July 29, 2026, edition of the Closing Market Report examines agricultural market volatility, variable crop conditions, and regional weather impacts. Analyst Greg Johnson attributes recent market shifts to uncertainties surrounding Chinese soybean purchases, U.S. tariffs and a highly variable U.S. corn crop. A review of the USDA crop progress report indicates advanced development in the upper Midwest, while the Crop Protection Network currently assesses a low risk for tar spot disease across the region. Josh Linville warns of a fall phosphate fertilizer shortage, why farmers might forego applications, and what happens if demand surges unexpectedly. Meteorologist Drew Lerner concludes the broadcast by analyzing recent heat stress in the northwestern Corn Belt, noting that impending rainfall should prevent severe production losses.00:20 Ag Markets with Greg Johnson, Total Grain Marketing09:36 Weekly Crop Progress Report State Anomalies11:43 Crop Risk Tool & Tar Spot Development14:58 Phosphate Fertilizer Squeeze with Josh Linville17:19 Ag Weather with Drew Lerner, World Weather Inc. ★ Support this podcast ★

One of the defining market stories of the past 12 months has not been AI chips that compute, but the chips that remember. Equity analyst Shan Rui Yeo explains how memory works, from DRAM and NAND to high bandwidth memory, and how an industry that destroyed wealth for four decades became disciplined after consolidating to three players in 2013. He then walks through what changed: AI inference has made memory the key bottleneck, memory content is climbing with each new generation of GPUs, and new supply takes three to four years to build. With prices up sharply and customers signing long-term agreements, Part 1 of this three-part conversation lands on a commodity industry whose business model is changing in real time.   Key Takeaways Memory is a commodity with a three-to-four-year supply lag, which is why the cycle has always been difficult. Consolidation to three players in 2013 turned four decades of wealth destruction into at least 15% returns on capital through the cycles. In AI inference, memory bandwidth sets the speed of token generation, making memory the key bottleneck. NVIDIA's Rubin GPU carries 384 GB of DRAM, the equivalent of 32 iPhones per GPU, or 160 million iPhones across five million GPUs. HBM consumes three times the wafer capacity of standard DRAM (four times with HBM4) and is forecast to absorb 30% of DRAM wafers by 2027. DRAM contract prices are up roughly 200% year to date and 400 to 500% year over year, and price increases are reaching phones, laptops, and consoles. Customers are signing three-to-five-year agreements with prepayments, which could support a re-rating of memory companies.   Companies Mentioned: Samsung Electronics, SK Hynix, Micron, NVIDIA, Intel, Texas Instruments, Apple, Nintendo   Host: Rob Campbell, CFA, Institutional Portfolio Manager Guest: Shan Rui Yeo, CFA, Equity Analyst   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

Radhika Das, IFN Journalist, interviews Desislava Radeva, Executive Director, Structured Export Finance at Standard Chartered, on structuring Uzbekistan's first commodity Murabahah facility, the role of risk mitigation in frontier markets, collaboration between commercial banks and multilateral institutions, and the future of Islamic trade and structured finance.

Illinois Farm Bureau President Philip Nelson covers a number of topics and issues. Previewing the Grand American championships taking place at the World Shooting and Recreational Complex in Sparta with Randy Moeller, Executive Director of the Amateur Trapshooting Association. 

Brownfield Commodity Market Reporter John Perkins has your look at the gains in cattle, the losses in corn, hogs, and soybeans, and the mixed finish for wheat.September corn $4.49 down $.09 and 1/2August soybeans $11.78 down $.34August soybean meal $315.30 down $5.00August soybean oil 69.17 down 159 pointsSeptember Chicago wheat $6.60 and ¾ down $.01 and 3/4August live cattle $227.90 up $.42August lean hogs $100.67 down $2.42Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Anthony and Polina Pompliano discuss  why socialism — both explicit and implicit — is the biggest threat to investor portfolios, and why the economy feels painful despite the stock market hitting all-time highs. We also discuss bitcoin, the Clarity Act, and Google's AI spending bet.===================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).===================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $2,000 in rewards.===================0:00 - Intro0:52 - Interest rates, the Fed & the economy6:28 - Why socialism is the #1 threat to investors15:26 - Bitcoin price update & the Clarity Act23:56 - AI's business model & Google's big bet34:12 - Market sentiment, the cost-of-living crisis & gambling addiction41:37 - Closing message: be nice

Jeff Wagner shares his journey from molecular biology to the construction industry, detailing the growth and evolution of Arizona Construction and Renovation. He highlights the importance of prompt payments to employees and subcontractors, while discussing challenges like client bankruptcy and the impact of COVID-19. Jeff delves into his transition from international to domestic projects and the role of private equity in single-family homes. He explains interest rate futures, diversification into insurance, and the use of futures contracts for lumber. Jeff emphasizes the significance of technology, maintaining happy employees, and offers advice to his younger self.

The July 28, 2026, special edition of the Closing Market Report features an economic outlook for Midwestern row crop farmers presented by University of Illinois agricultural economist Gary Schnitkey. Schnitkey highlights a sustained cost-price squeeze resulting from commodity prices returning to long-run plateaus while input costs remain elevated following their 2022 peaks. This dynamic is projected to cause negative per-acre returns for the 2026 crop year, though ad hoc government payments continue to buffer overall financial losses. Looking ahead to 2027, Schnitkey warns that the ongoing conflict in Iran will likely exacerbate these financial pressures by driving up critical input costs, particularly for diesel fuel and fertilizer. ★ Support this podcast ★

A regenerative agriculture startup says its soil probiotic can cut fertilizer use by 40%. Bryan Hansel of Holganix explains the science behind bottling nature back into the ground.

Chad Schimpf, operations safety supervisor for Ameren Illinois discusses generator/rooftop backfeed installation and safety.“Tomorrow's Leaders Today” segment features Greta Hall from the University of Illinois Collegiate Farm Bureau chapter. Illinois State Climatologist Trant Ford talks dew point, state weather outlook, and July weather data. 

The Middle East conflict has entered a new phase, but where could it go from here and what would it mean for the global economy? Host Mandy Drury speaks with CommBank Senior Geo-Economics Analyst Dr Madison Cartwright about why the Memorandum of Understanding collapsed, the three most likely paths for the conflict and why a diplomatic solution may become more likely over the coming months. Mandy also speaks with CommBank Head of Commodities and Sustainable Economics Vivek Dhar about how markets are assessing the conflict, the outlook for oil prices and what higher energy costs could mean for Australian households, businesses and inflation. Plus, CommBank Senior Associate, Market Strategy and Rates Research Michael Tang shares the key focuses for markets in the week ahead. Important Information This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”). Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au. No Reliance This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes. This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast. The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made. Liability Disclaimer The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast. Usage of Artificial Intelligence To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence.See omnystudio.com/listener for privacy information.

Brownfield Commodity Market Reporter John Perkins has your look at Tuesday's gains in soybeans and corn, and the mixed closes in cattle, hogs, and wheat.September corn $4.58 and ½ up $.06 and 3/4August soybeans $12.12 up $.03 and 1/2August soybean meal $320.30 down $.50August soybean oil 70.76 down 70 pointsSeptember Chicago wheat $6.62 and ½ up $.02 and 1/2August live cattle $227.47 up $2.25August lean hogs $103.10 up $.12Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dan Ives is the Partner and Senior Managing Director at Yorkville Ives, a new merchant bank he's building. In this conversation, we break down the AI trade—Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/======================This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )======================0:00 - Intro0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit4:36 - Falling model costs and the pricing war5:55 - Cultural bias baked into Chinese AI models?7:44 - Will AI models eat the whole stack? 11:20 - Specialized AI workflows & model routing14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue17:37 - The real AI bottlenecks: memory chips, data centers & energy30:13 - Anthropic's revenue growth is slowing — should investors worry?31:17 - Why Dan is leaving Wall Street to build Yorkville Ives34:32 - Dan's AI market predictions & closing thoughts

The July 27, 2026, edition of the Closing Market Report, hosted by Todd Gleason, provides a comprehensive overview of agricultural market volatility, farm economy risks, and regional weather forecasts. In their final appearances before retirement, analysts Curt Kimmel and Chad Hart discuss recent downturns in commodity prices, attributing the rapid shifts to global conflicts and unexpected geopolitical developments—such as China brokering peace discussions—while advising producers to strategically navigate these volatile marketing conditions. The broadcast also highlights the potential risks to cash rents if federal ad hoc farm payments cease, alongside a brief news segment detailing how growing rural health disparities are negatively impacting the local workforce. Concluding the episode, meteorologist Mark Russo discusses recent severe storms in the Chicago area and forecasts a much-needed shift toward near-normal rainfall and cooler temperatures across the Corn Belt as a high-pressure ridge weakens and moves westward.02:12 Ag Markets with Curt Kimmel, AgMarket.net08:22 Plan Ahead for Fewer Ad Hoc Farm Payments09:18 Rural Health Disadvantages in the U.S10:18 Commodity Markets Discussion with Chad Hart17:36 Ag Weather with Mark Russo, EverStream Analytics ★ Support this podcast ★

Mark Litteken discusses his service to agriculture serving as Clinton County Farm Bureau President and on the Clinton County Fair Board.  Kaitlyn Dozler, Virtual Fence Program Manager at the University of Missouri Center for Regenerative Agriculture, highlights the latest in virtual fencing. Edgar County farmer Tara Barrett-Duzan is helping organize a fundraiser called “Ride to Beat Cancer”.Joe Camp at CommStock Investments previews a new market week.

In this Daily Editorial, Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, joins the show to provide an insider's view from the trading desk on the latest developments across the global commodity space. Darrell breaks down key dynamic shifts in major commodity markets, including crude oil, natural gas, base metals, and precious metals: Energy Volatility & Crude Oil: A look at why crude oil prices are swinging sharply, how geopolitical news continues to dominate the headlines, and the underlying fundamental factors shaping current risk premiums. SPR Inventories & Supply Realities: Analysis of the persistent drawdown in Strategic Petroleum Reserves and what prolonged inventory declines could mean for long-term supply stability. Natural Gas & Global LNG Flows: Discussion surrounding current Henry Hub pricing, seasonal demand patterns, and how maintenance schedules are impacting North American LNG export capacity. Copper & Base Metal Fundamentals: An evaluation of copper's steady floor, domestic inventory movements, and the potential implications of impending Department of Commerce decisions on copper tariffs. Precious Metals & Macro Sentiment: Insight into gold and silver's historic price swings, current support levels, and how institutional desk positioning is adapting to broader global economic uncertainty.   Click here to learn more about Bannockburn Capital Markets  - https://www.bannockburnglobal.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.

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI trade — Chinese open-source models catching up, Google's massive CapEx bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.======================0:00 - Intro0:48 - Chinese open-source AI models & the risk to portfolios12:10 - Google's massive CapEx bet & the odds it pays off16:53 - Anthropic's growth slowdown & the shift to token efficiency19:39 - The memory & compute shortage29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire40:06 - The Fed & rate policy43:23 - Bitcoin's setup & why the "easy" AI trade is over50:36 - Jordi's prompting method for AI research & upcoming video

Jul 24, 2026 – China's rapid AI advancements and dominance in critical minerals are spotlighting a global “race for stuff” beyond simple computing power, says analyst Craig Tindale. Tindale highlights looming supply bottlenecks in gallium...

Jul 24, 2026 – Jim Welsh of Macro Tides sees U.S. stock markets locked in a sideways chop as sector rotations offset semiconductor weakness, with the S&P at a critical technical juncture. He expects Treasury yields to climb, possibly surpassing...

  In this edition of The KE Report Weekend Show, we dive deep into two critical resource sectors facing profound shifts: Platinum Group Metals (PGMs)...

Jul 23, 2026 – Is it time to get more defensive? Financial Sense Wealth Management CIO Chris Puplava discusses the ongoing geopolitical conflicts in Iran and the broader Middle East, which are disrupting oil supplies and raising inflation risks...

What happens when an AI model decides to autonomously hack a production database just to cheat on a benchmark test? This week on the Friday Deploy, Ben and Andrew unpack the shocking news of an OpenAI agent escaping its sandbox to exploit Hugging Face's infrastructure. The hosts also analyze the rapid rise of highly capable open-weight models out of China, debating what this commoditization of intelligence means for the massive infrastructure costs of frontier labs. Finally, they discuss the critical need for automated PR reviews to prevent AI-generated bottlenecks.Register: Leading engineering when AI writes the code - August 5th in LondonFollow the show:Subscribe to our Substack Follow us on LinkedInSubscribe to our YouTube ChannelLeave us a ReviewFollow the hosts:Follow AndrewFollow BenFollow DanFollow today's stories:Are AI labs pelicanmaxxing?OpenAI and Hugging Face partner to address security incident during model evaluationChina's 2.8-trillion-parameter Kimi K3 beats Claude Fable 5 in Frontend Code Arena benchmark—  Moonshot AI delivers largest open-weight AI model ever, as China works around U.S. compute limitsWho's Afraid of Chinese Models?SWE-Review: Closing the Loop on Issue Resolution with Agentic Code ReviewThe Army Is Burning Through Its AI TokensOFFERSStart Free Trial: Get started with LinearB's AI productivity platform for free.Book a Demo: Learn how you can ship faster, improve DevEx, and lead with confidence in the AI era.LEARN ABOUT LINEARBAI Code Reviews: Automate reviews to catch bugs, security risks, and performance issues before they hit production.AI & Productivity Insights: Go beyond DORA with AI-powered recommendations and dashboards to measure and improve performance.AI-Powered Workflow Automations: Use AI-generated PR descriptions, smart routing, and other automations to reduce developer toil.MCP Server: Interact with your engineering data using natural language to build custom reports and get answers on the fly.

The July 23 edition of Commodity Week, hosted by Todd Gleason, features agricultural market analysis from panelists Greg Johnson, Dave Chatterton, Curt Kimmel, and emeritus guest Wayne Nelson. The central theme of the program revolves around recent price rallies in the grain markets, with soybeans reaching the $12 range and corn nearing $5. The panelists strongly encourage farmers to focus on securing profitability through incremental, scale-up sales rather than trying to perfectly time the absolute top of the market. Key drivers of these market dynamics include highly variable Midwestern crop conditions—stemming from a wet planting season and localized dry spells—alongside significant global factors such as the Russian-Ukrainian war, a European drought, the South American El Niño, and the unpredictable nature of Chinese agricultural demand. The episode concludes on a sentimental note as Curt Kimmel announces his retirement at the end of the month, prompting fond farewells and reflections on his long career from his colleagues.Panelists- Dave Chatterton, SFMarketing.com- Greg Johnson, TotalGrainMarketing.com- Curt Kimmel, AgMarket.net- Wayne Nelson, WILLAg Emeritus ★ Support this podcast ★

Aberdeen Investments' Robert Minter discusses how geopolitical tensions in the Middle East and Black Sea region are pushing energy and agricultural commodity prices higher. He explains how supply chain pressures, U.S.-China competition, and rising inflation risks are supporting commodities, while highlighting broad-based commodity ETFs such as BCD and BCI as potential portfolio diversifiers.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Peter Schiff is the host of The Peter Schiff Show podcast and a longtime economist and gold advocate. In this conversation, we break down real inflation versus the official CPI, the Fed's political motivations, and whether AI and tariffs are inflationary or deflationary. We also cover the Iran war's impact on oil, Social Security's looming collapse, and a five-year bet on bitcoin versus gold.===================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/===================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).===================This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.===================0:00 - Intro0:50 - How high is inflation really right now?14:36 - AI, robotics, tariffs & deportations: deflationary or not?25:24 - Will the Iran war make inflation worse?33:40 - Could inflation hit double digits? (Trump vs. Biden blame)40:29 - Social Security's looming collapse50:14 - Does Peter Schiff own bitcoin?52:43 - Bitcoin vs. gold: the real performance numbers1:00:45 - The bitcoin vs. gold bet1:05:40 - The "Crazy Uncle Portfolio"1:10:02 - What's actually in Peter Schiff's portfolio?1:18:54 - Outro

July 22, 2026 – Chief Technologist Dr. Sven Bilén explores the audacious vision of launching data centers into space—a move championed by SpaceX, which plans to deploy up to 1 million orbiting data satellites. Leveraging sun-synchronous orbits...

On today's show Ben and Andrew begin with takeaways from OpenAI's sandboxing snafu, including a reminder that the big bad wolf is real, OpenAI's failures, and the timing challenge with warnings from AI labs. From there: Talking through Ben's article on Kimi K3 and the future of open weights AI models in the U.S., including why the U.S. open source market has stagnated, the motives of various tech constituencies to drive competition with OpenAI and Anthropic, the difference between the training market and the inference market, intelligence as a commodity, and why OpenAI and Anthropic may have a more defensible lead than it seems. At the end: The government's disagreements about how to handle Chinese models, the argument for encouraging U.S. distillation, the security risks of building atop Chinese infrastructure, an email about Chinese innovation, concerns over American credentialism, and a potential curveball from the CCP after a week of Kimi anxiety.

  Episode Overview In this episode, Michael D. Levitt speaks with Antoniette Roze, speaker agent, podcast host, and voice strategist, about what separates average speakers from those who actually create transformation. This is not about stage presence. It is about using your voice as a leadership system to drive action, clarity, and change.   The Core Problem: Most Speakers Deliver Information, Not Impact The majority of speakers make the same mistake: They overload audiences with content They focus on delivery instead of outcomes They leave people inspired but inactive Antoniette reframes the role of a speaker: Your job is not to inform. Your job is to create a next step. Without that, the talk fails, regardless of how engaging it felt.   The Shift: From Content Delivery to Transformation Design Corporate audiences have changed. What organizations want now: Actionable insights Interactive experiences Clear takeaways that can be implemented immediately What they reject: Generic keynotes Overly polished but empty talks Theory without application The speaking bar is higher because: Attention spans are shorter AI can generate content instantly Value must be experiential, not informational   Overcoming Fear: The Leadership Reframe Michael shares a pivotal moment in overcoming public speaking anxiety: Delivered a presentation while recovering from chickenpox Received a poor grade but a standing ovation The lesson: Audiences care about value, not perfection Impact outweighs appearance Fear decreases when focus shifts from: “How am I performing?” to “Am I helping someone right now?”   The Practical Strategy: Speak to One Person Antoniette introduces a simple but high-leverage tactic: Think of one person you have helped before Speak directly to them This does three things: Reduces anxiety Sharpens message clarity Increases emotional connection This is a leadership discipline, not a speaking trick.   The “Story Bank” Advantage Top speakers do not reuse the same talk. They build a system. Antoniette recommends maintaining a story bank: Real experiences Client transformations Leadership lessons This allows speakers to: Adapt in real time Stay relevant to different audiences Avoid sounding scripted A static talk is a liability. A dynamic system is an asset.   The Micro-Transformation Model One of the most important ideas in this conversation: Do not try to change everything. Create one shift. Effective speakers deliver: One insight One tool One action That is enough to: Change behavior Create momentum Build credibility Anything beyond that becomes noise.   Corporate Training Insight: Less Content, More Action Michael reinforces this from his leadership work: When training teams: Overloading information reduces retention Simplicity increases execution The goal is not comprehensive coverage. The goal is behavior change.   The Evolution of the Speaking Industry Key changes shaping the space: Hybrid and virtual speaking is now standard AI is accelerating content creation Organizations expect measurable outcomes This creates a clear divide: Commodity speakers (content providers) Strategic speakers (transformation drivers) Only one of these is growing in demand.   Leadership Application: Speaking as a System This conversation is not just about stages. Every leader speaks: In boardrooms In team meetings In strategic conversations If your communication: Lacks clarity Lacks structure Lacks action …it creates confusion, not alignment. Speaking is part of your Leadership Operating System.   Key Takeaways for Leaders Stop delivering information. Start designing outcomes Speak to one person, not the room Build a story bank for adaptability Focus on one actionable shift per interaction Measure success by action taken, not applause   Action Steps Audit your last presentation What action did it drive? Define your “one takeaway” If they remember one thing, what is it? Build a story bank Document 10 real leadership stories Reframe your delivery Speak to a single person, not an audience Add a clear next step What should they do immediately after?   Guest Links Speaker assessment tool: https://speakerbooker.com https://www.linkedin.com/in/1antoniette/ https://SPEAKPact.com   Closing If your communication is not driving action, your leadership is creating noise. Clarity is not about saying more. It is about making it actionable. Book your Leadership Operating System review: https://BreakfastLeadership.com/LeadershipOS  

Nick Grossman is a General Partner at Union Square Ventures. In this conversation, we break down his "Rebel Alliance" thesis for AI — why he believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter.=====================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $2,000 in rewards.=====================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).=====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =====================0:00 - Intro0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI7:15 - General-purpose vs. specialized models in USV's portfolio8:40 - Compute costs & the rise of model routing11:14 - Inside USV's internal multi-agent system16:25 - AI's role in venture capital & autonomous investing22:50 - How AI reshapes market signals & information edges27:06 - Apps building models & the fight over your data35:31 - Five-year outlook for the AI stack37:57 - US vs. China: the "philosophy" of AI models40:30 - Personalized AI & where the Rebel Alliance thesis plays43:53 - The dark side: jobs, data centers & society47:44 - AI as a personal superpower & neural implants