Podcasts about The Contrarians

Citi's Scott Chronert joins Squawk on the Street to explain why the Fed's next move may not be another rate hike. Plus, Accenture CEO Julie Sweet gives her first reaction to strong earnings and discusses the company's new AI safety partnership with Anthropic. And tech analyst Ben Reitzes breaks down Micron results as the stock falls following earnings.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Evercore's Julian Emanuel joins Squawk on the Street with a new contrarian call for the final stretch of the year. Plus, we look ahead to Micron earnings with one analyst who sees the potential for the stock to nearly double—even after a 275% gain this year. And Eli Lilly shares rise after promising mid-stage data for an experimental obesity-drug combination. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Poland's battery storage market is skipping the pilot phase, with its first projects starting at 200MW, a size it took Germany five years to reach. And because of the way Poland runs its grid, two identical batteries in different locations can earn very different amounts. With over 2GW of batteries expected on the grid by 2028, the market is about to change fast.Ed Porter is joined by Aleksandra Radwańska, Country Lead Poland at Entrix, and Jan Kłoczko at Entrix, to unpack what it takes to optimise batteries in a market scaling this fast.They cover:How two identical batteries in different parts of Poland can earn very different amounts, and why each needs its own scorecard.Why getting a new battery approved to support Poland's grid can take up to two years, while everyone is still learning the rules.How over 2GW of batteries expected by 2028, in a country that peaks at around 25GW, will change the way power is traded in Poland.What battery owners are choosing between: guaranteed-income deals that help secure loans, or betting on the market.Why Poland's single national electricity price is coming under strain as the grid gets more congested.Want to see how battery assets in Poland are performing? Ko, Modo Energy's AI analyst, is built for exactly these questions. CHAPTERS 0:00 Poland's battery storage market: straight to 200MW 1:17 Central dispatch and location-based battery revenues 4:11 Credible battery optimisers vs good pitch decks 6:46 Benchmarking optimiser performance per asset 9:08 Ancillary services prequalification in Poland 12:47 Starting with 100-200MW batteries: no sandbox 13:19 Intraday liquidity and the TSO balancing crackdown 15:27 Wholesale trading patterns and Poland's duck curve 18:44 Over 2GW of batteries by 2028 20:11 Route to market: floors, tolls and merchant 24:01 Flexible and asymmetric grid connections 27:29 Lessons from bringing large batteries online 28:48 Contrarian view: one national price, a constrained grid 30:47 Contrarian view: collaboration over complaint

Poland's battery storage market is skipping the pilot phase, with its first projects starting at 200MW, a size it took Germany five years to reach. And because of the way Poland runs its grid, two identical batteries in different locations can earn very different amounts. With over 2GW of batteries expected on the grid by 2028, the market is about to change fast.Ed Porter is joined by Aleksandra Radwańska, Country Lead Poland at Entrix, and Jan Kłoczko at Entrix, to unpack what it takes to optimise batteries in a market scaling this fast.They cover:How two identical batteries in different parts of Poland can earn very different amounts, and why each needs its own scorecard.Why getting a new battery approved to support Poland's grid can take up to two years, while everyone is still learning the rules.How over 2GW of batteries expected by 2028, in a country that peaks at around 25GW, will change the way power is traded in Poland.What battery owners are choosing between: guaranteed-income deals that help secure loans, or betting on the market.Why Poland's single national electricity price is coming under strain as the grid gets more congested.Want to see how battery assets in Poland are performing? Ko, Modo Energy's AI analyst, is built for exactly these questions. CHAPTERS 0:00 Poland's battery storage market: straight to 200MW 1:17 Central dispatch and location-based battery revenues 4:11 Credible battery optimisers vs good pitch decks 6:46 Benchmarking optimiser performance per asset 9:08 Ancillary services prequalification in Poland 12:47 Starting with 100-200MW batteries: no sandbox 13:19 Intraday liquidity and the TSO balancing crackdown 15:27 Wholesale trading patterns and Poland's duck curve 18:44 Over 2GW of batteries by 2028 20:11 Route to market: floors, tolls and merchant 24:01 Flexible and asymmetric grid connections 27:29 Lessons from bringing large batteries online 28:48 Contrarian view: one national price, a constrained grid 30:47 Contrarian view: collaboration over complaint

Four hours of Week 3 DFS prep and GPP strategy covering DraftKings, FanDuel, and Underdog. JM walks through the full slate position by position before building a DraftKings lineup with cascading projections, Youdacao tests head-to-head matchup theory and shares his favorite contrarian angles, Leone runs Solver builds around QB stacks, and Jon and Nez close it out with a full Underdog Battle Royale preview. Become a Youtube member for access to ⁠the Week 3 FanDuel free roll⁠.

A "Force Majeure" citation by Oracle (ORCL) over its New Mexico data center, which will primarily be used by OpenAI, sent shares of the company sliding on Thursday's session. Cory Johnson says he was initially worried about the headline, noting that it adds pressure on the lenders behind the contract. That said, he makes the case this will be an unsung advantage for Oracle. Cory explains how it gives the company a wider runway to stretch spending. What can't be ignored: who is going to be left with the deb?

Derek Moore is joined by Mike Snyder and Shane Skinner with the market pressing new all-time highs, semiconductors and hyperscalers ripping, and the dichotomy of bad soft data but positive hard data. Plus, is the Fed going to cause another yield curve inversion judging by the narrowing of spreads? Later, do we really need MLB baseball team etfs? All this and more this week including a contrarian indicator of bearish readings in the AAII investor surveys.     Warren Pies points out correlations between semis and hyperscalers at all-time lows If semis and hyperscalers get correlated and bullish, watch out all-time highs Why the Fed may have just caused a yield curve inversion The Fed mistake of raising rates? Coming soon major league baseball team ETFs to join NHL team ETFs Soft vs hard data contradictions Surveys and oversampling one group or another Contrarian indicators like surves AAII surveys get bearish so what does that mean for markets?     Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com            

You'd think the joint forces of James Cameron and Robert Rodriguez would produce an unstoppable box office juggernaut - a franchise that would capture the world's imagination for decades… but that didn't turn out to be the case with ALITA: BATTLE ANGEL. Its devoted audience is still holding out hope for a sequel, and who knows, we may get one someday, when Cameron tires of Pandora. But until then, all we can do is try to figure out what went wrong. Let's do that in this Real Talk segment!TIMELINE00:01:26 Berserker00:02:26 Real Talk00:45:23 The Future & Patreon Stuff- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!Up next, we go back to The 80s, both through the magic of movies AND through the magic of time travel in the sci-fi cult classic TRANCERS! In the meantime, let us know what you thought of Alita Battle Angel: Is it an accurate representation of the manga that inspired it? Would you watch a sequel or would you rather they rebooted the whole thing? Is there a better aesthetic approach they could take? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

From James Cameron, they said. From the mind behind Titanic and Avatar, they said. But Jimmy C couldn't even be bothered to let the actual director of ALITA: BATTLE ANGEL, Robert Rodriguez, play with the kind of tech that makes Cameron flicks so visually impressive. So poor Alita had to settle for a direct-to-video Temu Pixar aesthetic and relied on the passionate fanbase from its manga origins to crawl to a fresh Tomatometer score. Listen to Alex & Julio as they wonder when Christoph Waltz became a cuddly old man!TIMELINE00:01:26 Alita: Battle Angel00:11:53 Contrarians Corner- Wanna know how we really feel about ALITA: BATTLE ANGEL? Check out the Real Talk (RT) episode, on your feed RIGHT NOW! (or pretty soon — Spotify can be a pain when it comes to refreshing the feed)- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Post-Credits and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

Peter Sellis was the first product manager at Snapchat, where he spent seven years building one of the most beloved consumer products in history. He went on to serve as Head of Product at Discord, where he helped drive some of the fastest user growth the platform had seen. Having left his role at Discord, he gets to be especially real and unfiltered — nothing to promote, no PR, no comms team.In our in-depth conversation, we discuss:1. Why Peter designs teams like . . . terrorist organizations2. What it was really like to manage Nikita Bier3. Why the median PM is so bad4. Why Snapchat's ads business never reached its potential5. Why growth almost always comes from the core product6. Peter's three “oxymorons” of great product management—Brought to you by:WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and moreMercury—Radically different banking, now with Command—Episode transcript: https://www.lennysnewsletter.com/p/90-minutes-of-unfiltered-product—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Peter Sellis:• X: https://x.com/petersellis• LinkedIn: https://www.linkedin.com/in/disgruntled• Website: https://pjs.lol—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction(02:48) Why Peter avoided podcasts until now(05:44) Designing teams like terrorist organizations(10:35) Cult versus terrorist org: the key distinction(11:19) Managing Nikita Bier(12:56) Building orgs that handle spiky talent(15:16) Why the median PM is probably bad(18:28) Is the PM profession getting better?(20:49) Snap's three ads monetization challenges(25:03) Snap's underrated product track record(27:57) Systems thinking(32:19) Instagram copying Snapchat's worst features(33:32) Software moats(35:27) Taste, museum curators, and the art of saying no(40:05) OpenAI, ads, and the trust auction mechanism(46:25) Counterintuitive lesson: ride your best people hard(50:13) Why collaboration is often overrated(50:50) Growth lives in the core product(57:50) When to bet on something genuinely new(01:02:18) SpaceX and sunsetting the Falcon 9(01:07:01) Ambition as a learnable muscle(01:10:26) Long-term greedy: the ads philosophy(01:13:36) The Core Product Value framework(01:16:33) The three oxymorons of a great PM(01:20:29) Contrarian corner(01:26:00) Lightning round and final thoughts—References: https://www.lennysnewsletter.com/p/90-minutes-of-unfiltered-product—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

In this episode of Bring the Pain, Fuego Steve and I are back to talk about this week's DFS slate for the NFL. Like always, we'll be giving out our DFS plays of the week as well as using game theory to help build our lineups. That means you'll get Fuego Steve's Core Four, as well as my Macho Pick of the Week. In the end, I'll reveal this week's Ultra Contrarian Lineups so that we can continue our streak of slaying the slates. You better buckle up because this ride is about to take off. Have a great day, everyone, and may the fights be with you. Thank you for the support and contributions all of you make for my podcasts and articles each week. Y'all the real #Painbringers! Follow me at.... *Facebookhttps://www.facebook.com/Bring... *Twitterhttps://twitter.com/HeatOverid... *Spreaker Podcastshttps://spreaker.page.link/VS5... *Dr Roto Sports Websitehttps://drroto.com/author/robe... *You Tubehttps://youtube.com/@Heat00veride05?si=cVb49FjQD-Y6fKjT *Apple Podcastshttps://podcasts.apple.com/us/... *Spotify Podcastshttps://open.spotify.com/show/... *Podchaser Podcastshttps://www.podchaser.com/podc... *Iheart Podcastshttps://www.iheart.com/podcast... #sportsbetting #DFS #ultracontrarianshow #fuegopickoftheweek #corefour #ultracontrarianlineups #gametheory #nfl #nflweek2 #dfstheory #freelineupsBecome a supporter of this podcast: https://www.spreaker.com/podcast/bring-the-pain--3659369/support.

The primary elections have told us one thing loud and clear: Democratic voters want fighters. Progressive and moderate candidates alike who promise to fight back against this corrupt and anti-democratic administration succeeded across the board. The Contrarian's Jen Rubin joins David Rothkopf to discuss what Democratic politicians must do in the lead-up to the midterms—and after—to ensure not only the party's success, but the country's as well. Learn more about your ad choices. Visit megaphone.fm/adchoices

Four hours of Week 2 DFS prep. JM walks through the full slate by position before building a DraftKings lineup with cascading projections, Youdacao separates Week 1 signal from noise and reviews contrarian builds, Leone tests QB stacks on the Solver, and Jon and Nez close with a full Battle Royale breakdown, draft, and pick 'em predictions. Become a Youtube member for access to the Week 2 FanDuel free roll.

The primary elections have told us one thing loud and clear: Democratic voters want fighters. Progressive and moderate candidates alike who promise to fight back against this corrupt and anti-democratic administration succeeded across the board. The Contrarian's Jen Rubin joins David Rothkopf to discuss what Democratic politicians must do in the lead-up to the midterms—and after—to ensure not only the party's success, but the country's as well. Learn more about your ad choices. Visit megaphone.fm/adchoices

What changes when an investor encounters a founder who expands their sense of what is possible?Krishna Visvanathan, Co-Founder and Partner at Crane Venture Partners, reflects on meeting James Dacombe in 2019. At 19, James was proposing a non-invasive brain sensor inspired by the experiences of two grandparents with dementia. Krishna could not yet know whether the technology behind CoMind would work, but he believed James had the qualities to build more than one consequential company.Crane backed that potential. Several years later, the firm became the only institutional investor in the first round of James's second company, now OLIX.In this conversation, recorded during the EUVC Summit & Awards Show in April 2026, Krishna shares how working with James sharpened Crane's approach to identifying outlier founders. He explains why the firm considers whether every investment could return half or all of a fund and why a founder's humility, self-awareness and capacity to learn can matter as much as the initial idea.The discussion also explores how exceptional founders attract people with deeper specialist expertise, why Crane continues to increase its appetite for ambitious technical bets and what investors should search for when the next outlier will not resemble the last one.HighlightsWhy Krishna backed James before he could assess whether CoMind's technology was achievableHow James changed Crane's expectations of founders and potential outcomesWhy Crane underwrites investments for fund-returning potentialThe qualities that suggest a founder can keep learning and developingWhy searching for another version of a past success can obscure the next outlierHow founders without conventional credentials can assemble world-class technical teamsWhat gave Crane the conviction to back James's second companyTimestamps(00:00) Intro(01:29) Meeting James Dacombe and backing CoMind(04:05) Betting on the founder before the product(05:42) How James raised Crane's investment bar(07:23) Why Crane refuses to hedge(08:55) What another outlier founder looks like(10:03) Humility, self-awareness and maturity(11:46) The founder at the back of the room

For the latest Contrarian episode, Norm Eisen, Rep. Tom Malinowski, and Jen Rubin join Harry to stake out their cautious optimism about Trump's declining strength. The panel takes stock of the administration's vital Supreme Court defeat in the mail-in ballots case before looking at the ways the wheels are falling off the DOJ's opaque "grand conspiracy" investigation. Finally, with rising gas prices lifting Democrats' midterm hopes, the group assess what actions Democrats need to take if they regain the House or Senate come November. Mentioned in this episode:The Contrarian.Harry's column about the mail-in ruling.Harry's Substack Live with Steve Vladeck about the mail-in ruling. Jen's column about how Democrats should use the power of the purse.Tom's article about what Democrats should do with a majority. Learn more about your ad choices. Visit megaphone.fm/adchoices

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityRick Rule thinks silver is no longer a contrarian play, and he sees the silver mining stocks offering a far superior risk-reward proposition than the metal itself. Rick breaks down why he continues to believe the sector is cheap, along with where speculators should be looking to capture maximum value.Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/H0yjveELUa6EkrnqbWiIe0?s=cl&p=a&ilr=0Rule Investment Media: https://www.ruleinvestmentmedia.comBattle Bank: https://battlebank.comThe Rule Classroom: https://ruleclassroom.comSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Dr. Thema sits down with White House Correspondent April Ryan to discuss her personal journey of what it is like living in the spotlight and surviving and thriving in the midst of political attacks and political pressure. White House Correspondent April Ryan has a unique vantage point as the only Black female reporter covering urban issues from the White House – a position she has held for 28 years, since the Clinton era. She is now the longest-serving Black tenured White House Correspondent in the History of the United States. Her position as a White House Correspondent has afforded her unusual insight into the racial sensitivities, issues, and attendant political struggles of our nation's past presidents. April can be seen on MSNBC as a Political Contributor. In addition, April is the Host of Contrarian's “The Tea With April Ryan,” where she sits down each week with political leaders and activists shaping the future in real time. She has been featured in Essence, Vogue, Cosmopolitan and Elle magazines – to name a few. April Ryan has served on the board of the prestigious White House Correspondents Association. She is one of only three African Americans in the Association's over 100-year history to serve on its board. She is also an esteemed member of the National Press Club. In 2015, Ms. Ryan was nominated for an NAACP Image Award (Outstanding Literary Work - Debut Author) for her first book. Don't forget to like, subscribe, and share. Mixed & Edited by Next Day Podcast info@nextdaypodcast.com

Dave Sekera with Morningstar Wealth says he "can't see" the Fed doing anything other than an interest rate hike for Wednesday's meeting. As for equities, he believes the S&P 500 (SPX) outside of the Mag 7 is fairly valued, though it comes with the market pricing in growth differentials between 2027 and 2028. Dave tells investors to stick with AI leaders like Nvidia (NVDA), Broadcom (AVGO), Alphabet (GOOGL), and Microsoft (MSFT) while warning against high-fliers like Micron (MU) and SanDisk (SNDK). He then offers a contrarian SpaceX (SPCX) take. ======== 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

In this episode of Bring the Pain, Fuego Steve and I are back to help you slay the DFS slates again this year. We start off by walking through the positions while picking out our favorite plays for this week's DFS slate. After that, Fuego Steve will reveal his core four and his Fuego Pick of the Week. In the end, I reveal the Ultra Contrarian Lineups for both DraftKings and FanDuel before we wrap things up. So you better buckle up because this ride is about to take off. Have a great day, everyone, and may the points be with you. Thank you for the support and contributions all of you make for my podcasts and articles each week. Y'all the real #Painbringers! Follow me at.... *Facebookhttps://www.facebook.com/Bring... *Twitterhttps://twitter.com/HeatOverid... *Spreaker Podcastshttps://spreaker.page.link/VS5... *Dr Roto Sports Websitehttps://drroto.com/author/robe... *You Tubehttps://youtube.com/@Heat00veride05?si=cVb49FjQD-Y6fKjT *Apple Podcastshttps://podcasts.apple.com/us/... *Spotify Podcastshttps://open.spotify.com/show/... *Podchaser Podcastshttps://www.podchaser.com/podc... *Iheart Podcastshttps://www.iheart.com/podcast... #drroto #bringthepain #ultracontrarianlineps #ultracontrarianshow #nfl #dfs #dfstheory #gametheory #slateslayers #nflweek1 #fuegopickoftheweek #machopickoftheweekBecome a supporter of this podcast: https://www.spreaker.com/podcast/bring-the-pain--3659369/support.

Erick takes apart the Politico story out of the Republican midterm convention in Dallas claiming panic over the Senate map, siding with Chris LaCivita and walking through why a five point Democratic polling bias in September means Republicans in Ohio, Iowa, Michigan, Maine, Alaska, and Texas are actually ahead, not drowning. Then the August consumer […]

The thirteenth installment of Fresh Immigrants, Rotten Fascists takes us to Chile, where infamous dictator Augusto Pinochet is revealed to be a vampire. Just another off-kilter biopic from Pablo Larrain, the man who brought us Jackie, Spencer, and now… EL CONDE.Thank you for checking this new project out, whether you are a long-time Contrarians fan or someone who's just trying to listen to people talking positively about immigrants and negatively about fascism. If you have any recommendations for future entries in the series, let us know!Many thanks to the amazing Jordan Cooper for composing our intro and outro. Fantastic collaborator to work with - and he has a They Might Be Giants podcast: DON'T LET'S START. You can also check out Jordan's band TROUBLE'S AFOOT on Bandcamp!- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

The Schaumburg Boomers are in the playoffs - and they've opened their postseason run with a win, A look at when hyped technology becomes harmful and why nervous investors could keep the bull market charging through November.

New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to break down what he's hearing from the veteran investors in his network — and the shift he's watching in real time. Portfolio managers who spent two years as raging bulls have turned bearish on the financials and are quietly spending a slice of their gains on downside protection while volatility is cheap. McDonald walks through the mechanics of the data center financing boom: hundreds of billions in off-balance-sheet debt from the hyperscalers, the banks now holding that exposure, and the credit default swaps those same banks are buying on the Mag 7. He explains why he sees a late-2006 rhyme in private credit and the CCC market, why diesel prices could re-spark inflation over the next few CPI prints, and why the most crowded trade on Wall Street right now may be the bearish one on bonds. Plus: the "supernova" dynamic that turns a hot economy into a fast recession, why he's still long hard assets, and the one risk he thinks almost nobody is talking about.Thank you to our partners Augusta Precious Metals — To learn more, visit https://juliabuysgold.com/ or text “Julia" to 35052Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Colossal Failure of Common Sense: https://www.amazon.com/Colossal-Failure-Common-Sense-Collapse/dp/B002IFLWMKTwitter/X: https://twitter.com/Convertbond Bear Traps Report: https://www.thebeartrapsreport.com/0:00 — Intro1:18 — A million books sold, and what the ideas dinners reveal3:07 — Where the smart money is shifting right now4:39 — How investors are buying protection: CDS, puts, VIX ETFs5:35 — Late cycle: data center financing and the Mag 7's cash burn7:00 — Meta's $30B off-balance-sheet financing and what banks did next8:22 — Why banks are buying CDS on the companies they lend to9:42 — Lehman Systemic Risk Indicators: CCCs, LQD, private credit11:00 — "You're manufacturing Bernie Madoffs": no business cycle, no cleansing12:21 — Midterms, the Treasury, and the DSA risk to the long end17:00 — Why inflation isn't as tame as it looks — diesel is the tell18:56 — Scott Bessent vs. the "faculty lounge" Treasury21:44 — The Google bond at 88, the Apple bond at 4923:39 — Are there hidden SVBs out there?25:55 — The contrarian trade: buying duration when everyone's bearish27:42 — What the bond market is signaling29:40 — Why the bad news is 80-90% priced in31:49 — The supernova effect and how recessions actually start33:06 — Hedging equities: puts on the financials at record price-to-book34:30 — Biggest under-the-radar risk36:00 — What he's still long: energy, coal, copper, gold miners37:22 — Where to find the Bear Traps Report

Responsible innovation works best when it creates products people genuinely prefer, not when it asks them to accept a compromise.Rokas Peciulaitis, Founder and Managing Partner at Contrarian Ventures, argues that better products, longer lifecycles and stronger customer loyalty can make responsibility a competitive advantage. Using examples from Vinted, Patagonia and Mako, Rokas explores how founders can build companies around durability, reuse and purpose, and why he believes every euro spent is effectively a vote for the kind of future we want to create. HighlightsWhy “climate change” may be the wrong framingWhy responsible innovation has to win on productWhat Vinted, Patagonia and Mako get rightHow purpose can become a long-term moatWhy every euro spent is a voteTimestamps(01:00) The Titanic metaphor and why climate action is too slow(03:00) Why “climate change” may be the wrong framing(05:00) Why builders matter more than waiting for policy(07:00) Mako: giving materials another life(08:00) Vinted and making secondhand mainstream(09:20) Patagonia and killing a bestselling product(11:00) What responsible companies have in common(12:00) Why every euro spent is a vote(12:40) The climate worsens by default, but gets better by choiceThis session was recorded at the Love Tomorrow Summit, where EUVC curated the investor-focused programme.

Most lenders underwrite the property. Will Harvey underwrites the person — and it's the reason he's funded 45+ loans without a single dollar of principal loss.Will is the Founder and CEO of Harvey Capital, a private credit fund based in Richmond, VA that issues first-lien hard money loans in Central Virginia. Before building Harvey Capital, he sat on the borrower's side of the table as a GP and LP in private syndications, which is exactly why his approach flips the industry standard on its head: know the borrower well enough, and protecting principal stops being a guessing game.In this episode, Will lays out the contrarian beliefs that guide every deal he does; why diversification can actually hide bad underwriting, why the tenth loan to a proven borrower beats the first loan to a stranger, and why high yield was never the real risk in private lending, bad underwriting always was. We get into his conservative approach to leverage, why he caps loans well below full ARV, and why he puts his own money into every deal he funds. We also talk about how accredited investors, including those using Self-Directed IRAs, can access secured real estate income without chasing yield or taking on the risk most people assume comes with it.If you've ever wondered how private lending actually works, or whether there's a way to earn strong, secured returns without gambling on the next hot market, this conversation lays out a real, disciplined framework for doing exactly that.In this episode:Why Will built Harvey Capital around underwriting the borrower, not just the propertyThe case against diversification: how it can mask weak underwritingWhy high yield isn't the risk, bad underwriting isHarvey Capital's track record: 45+ loans funded, 0 principal losses, 70% max ARV LTVHow accredited investors can earn secured income through SDIRAsWill's non-negotiables: conservative leverage, never overpaying, and always having skin in the game Download our new AI Rental Property Calculator Book your mentorship discovery call with Cory RESOURCESGet business funding - Revenued.com/juice

Odyssey-mania has taken over the world, and it hurts to see so many people have forgotten its unofficial 2004 prequel, TROY. Sure, it wasn't a big hit with critics back then, but can we not appreciate the lost art of hot men trying to kill each other today? While Nolan's movie is all about Odysseus running away from fights, Wolfgang Petersen's adaptation of The Iliad is about Brad Pitt kicking butt and taking names. Listen to Alex & Julio geek out the way Homer intended!TIMELINE00:01:26 Troy00:12:53 Contrarians Corner- Wanna know how we really feel about TROY? Check out the Real Talk (RT) episode, on your feed RIGHT NOW! (or pretty soon — Spotify can be a pain when it comes to refreshing the feed)- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

Is the world big enough for standard Hollywood blockbuster adaptations of Homer's work and artsier, brainier takes on the fall of Troy? Can Wolfgang Petersen's TROY and Christopher Nolan's The Odyssey co-exist? This super-sized Real Talk segment explores our feelings about Petersen's epic AND also features a chat about Nolan's smash-hit!TIMELINE00:01:26 Careful, boy00:02:19 Real Talk00:45:16 The Odyssey01:28:08 The Future & Patreon Stuff- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!Up next, our FIRF journey takes us to Chile, where an infamous dictator is revealed to be a supernatural creature in EL CONDE! And the episode after that will tackle the unlikely Jim Cameron / Robert Rodriguez team-up, ALITA: BATTLE ANGEL! In the meantime, let us know what you thought of The Other Side of the Wind: Is it even remotely interested in appealing to a casual viewer? Would it have been better to let the mystery of the final Welles movie go on forever? Will this ever play at midnight screenings anywhere? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

President Trump and the GOP are in a growing panic over ICE. Trump's advisers are sinking into recriminations. Republican officials are publicly admitting that his immigration agenda “seems to be not working” and that the GOP is “losing” the political battle over it. Others are suggesting that Alex Pretti's killing was “murder” and that it's time to “recalibrate.” Yet MAGA figures are pulling in the other direction. Media Matters has a good roundup: Many are urging Trump to escalate, with white supremacist Nick Fuentes labeling Pretti a “race traitor.” MAGA doesn't want to let the GOP even appear to moderate. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, who has a new piece urging Democrats to seize this moment. We discuss how MAGA's white nationalism has landed “moderate” Republicans in a trap, why this provides an opening to divide the Trump coalition, and what Democrats can do to demonstrate that they side with the American people against Trump-MAGA's violent lawlessness.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Original air date: January 30, 2026 President Trump and the GOP are in a growing panic over ICE. Trump's advisers are sinking into recriminations. Republican officials are publicly admitting that his immigration agenda “seems to be not working” and that the GOP is “losing” the political battle over it. Others are suggesting that Alex Pretti's killing was “murder” and that it's time to “recalibrate.” Yet MAGA figures are pulling in the other direction. Media Matters has a good roundup: Many are urging Trump to escalate, with white supremacist Nick Fuentes labeling Pretti a “race traitor.” MAGA doesn't want to let the GOP even appear to moderate. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, who has a new piece urging Democrats to seize this moment. We discuss how MAGA's white nationalism has landed “moderate” Republicans in a trap, why this provides an opening to divide the Trump coalition, and what Democrats can do to demonstrate that they side with the American people against Trump-MAGA's violent lawlessness.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump and the GOP are in a growing panic over ICE. Trump's advisers are sinking into recriminations. Republican officials are publicly admitting that his immigration agenda “seems to be not working” and that the GOP is “losing” the political battle over it. Others are suggesting that Alex Pretti's killing was “murder” and that it's time to “recalibrate.” Yet MAGA figures are pulling in the other direction. Media Matters has a good roundup: Many are urging Trump to escalate, with white supremacist Nick Fuentes labeling Pretti a “race traitor.” MAGA doesn't want to let the GOP even appear to moderate. We talked to Jennifer Rubin, editor-in-chief of The Contrarian, who has a new piece urging Democrats to seize this moment. We discuss how MAGA's white nationalism has landed “moderate” Republicans in a trap, why this provides an opening to divide the Trump coalition, and what Democrats can do to demonstrate that they side with the American people against Trump-MAGA's violent lawlessness.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Sami Landri is the proudest Acadian you'll ever meet. The “trash-chic” Canadian drag queen has reached millions of fans with her Chiac accent and absurdly hilarious TikToks. After becoming a fan favourite on Canada's Drag Race Season 6, Sami returned to compete as a finalist on Canada's Drag Race All Stars. She joins Q guest host Garvia Bailey to talk about her Drag Race journey, her approach to drag, and how she's helping pioneer a new Acadian drag scene in Moncton, New Brunswick.

What if the AI arms race has no finish line?In this episode of Your AI Injection, Deep Dhillon sits down with Rob May, CEO of Neurometric, to challenge one of Silicon Valley's favorite assumptions, that whoever builds super-intelligence first gets to keep it. Drawing on over a decade of AI investing and two prior startups, Rob lays out a public prediction he's willing to stand behind. He believes that once any lab crosses the threshold into true super-intelligence, open source versions will follow within months, not years. The two also get into the "jagged frontier" of AI capability, the strange reality that today's most powerful models can be brilliant at one task and shockingly bad at the next, and what that means for how companies actually deploy AI. There's also a simpler question underneath it all. If AI keeps getting cheaper and easier to use, will we just find more excuses to use it, whether we need it or not?Learn more about Rob May here: https://www.lin kedin.com/in/robmay/ and Neurometric here: https://www.neurometric.ai/Check out some of our related content here: 90% of AI's Power for 10% of the Cost. Is the AI Arms Race a Giant Waste of Money? With Bruce Yang of AgnesAIExploring Artificial General Intelligence: Intent, Intellect, and Innovation with Lucas Hendrich of the Forte GroupIs This the End of Traditional Coding? How AI Orchestration Might Render Developers Obsolete with Laly Bar-Ilan of Bit

Welcome to the VRA Investing Podcast with Kip Herriage! In today's episode, Kip Herriage dives into the heart of September market seasonality, why bearish headlines shouldn't shake your confidence, and why he sees a “melt-up” rally ahead into the midterms and beyond. He unpacks key earnings reports from Dell and Nvidia, explains the importance of liquidity signals under the surface of the market, and reflects on global economic trends—highlighting the failures of globalism and the power of America First. With insights into gold, silver, energy, and leveraged ETFs, plus a candid take on financial media and contrarian investing, Kip Herriage delivers actionable market commentary you won't want to miss. Let's jump in!

Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions XCapital Gains Tax Solutions Linked In

El socio director de inversiones de Estela Capital, Arnaud Laigre y su director de relación con inversores Ignacio Olave, en Tu Dinero Nunca Duerme. En una nueva entrega de Tu Dinero Nunca Duerme los micrófonos reciben a Ignacio Olave y Arnaud Laigre, director de relación con inversores y socio fundador y director de inversiones respectivamente de Estela Capital. Durante la tertulia, Laigre explicó los pilares fundamentales de su proyecto, una gestora de reciente creación pero que cuenta con un sólido historial. La firma destaca en el mercado por aplicar una estrategia de inversión sumamente particular, que combina la búsqueda de la máxima calidad con un fuerte sesgo contrario. La filosofía de Estela Capital se centra en lo que ellos denominan quality contrarian. El equipo gestor parte de un universo preseleccionado de unas 400 empresas excelentes que poseen ventajas competitivas claras, escala, liderazgo en su sector y una fuerte alineación de intereses con sus accionistas. Sin embargo, a diferencia de otros fondos de calidad que compran a cualquier precio, ellos solo intervienen cuando el mercado sobrerreacciona. Estela Capital busca estas compañías únicamente cuando han sufrido un fuerte castigo en bolsa, con caídas de entre el 50% y el 90% en su cotización. Para evitar las trampas de valor, el equipo dedica la mayor parte de su tiempo a investigar las causas del desplome. Arnaud Laigre señala que el noventa por ciento de su trabajo consiste en verificar que los problemas que sufre la compañía son estrictamente coyunturales y no estructurales. Para lograrlo, recurren a una densa red de expertos sectoriales, clientes, proveedores y antiguos miembros del equipo directivo. Esta labor de investigación casi detectivesca les permite tener la seguridad de que el foso defensivo de la compañía sigue intacto y que el negocio recuperará su esplendor una vez pase la tormenta. La cartera resultante de este exhaustivo proceso es muy concentrada, compuesta por apenas 22 posiciones. Esta concentración es indispensable para realizar un seguimiento riguroso de cada activo. Los resultados avalan este método, pues la gestora ha obtenido una rentabilidad acumulada del cuarenta y cinco por ciento en tres años, lo que equivale a un 12% anualizado. Este rendimiento sitúa a Estela Capital en las posiciones de liderazgo dentro de los fondos de su categoría, demostrando que comprar calidad a precios de saldo es una de las vías más consistentes para batir al mercado en el largo plazo. Durante la conversación, se analizan varios casos prácticos de grandes multinacionales que cumplen estas condiciones, como Nike o Estée Lauder. En el caso de la marca deportiva, Arnaud Laigre detalla que la compañía cometió errores estratégicos al forzar la venta directa al consumidor, descuidando a sus distribuidores tradicionales y permitiendo el crecimiento de marcas menores. A pesar de haber visto su cotización dividida por cuatro, el liderazgo de la marca y su capacidad de negociación siguen siendo incuestionables, lo que motivó la entrada de la gestora tras el severo correctivo del mercado. Otro de los grandes nombres analizados es Diageo, el gigante mundial de las bebidas espirituosas. Frente al temor generalizado del mercado de que el consumo de alcohol esté sufriendo un declive estructural irreversible, el análisis de Estela Capital apunta a un factor macroeconómico. La inflación en el alquiler, la alimentación y los tipos de interés ha mermado la renta disponible de las clases populares, obligándolas a reducir el consumo o a optar por marcas más baratas. Para los gestores, se trata de una situación cíclica que se revertirá cuando la situación económica de los consumidores mejore. Finalmente, los invitados explican su aproximación al mercado español, donde actualmente cuentan con menos presencia debido a la abundancia de sectores regulados, aunque han tenido posiciones en empresas de gran nivel como Amadeus. Asimismo, analizan el caso de Puig, explicando por qué evitan acudir a las salidas a bolsa de manera generalizada. Prefieren mantenerse al margen mientras los fundadores venden y no existe un historial público claro, esperando a que se presenten ventanas de oportunidad óptimas donde los propios directivos vuelvan a comprar acciones, lo que constituye la mejor señal de confianza para el inversor contrario.

This week, Donald Trump aggressively highlighted a long screed from a MAGA influencer that sharply criticized the GOP for failing in all kinds of ways. This is aimed like a laser at depressing the Trump base. Making this matter more, Trump keeps saying stuff like this himself: He recently declared that his voters are not angry at him, they are angry at Republicans. Translation: Trump voters should hold the GOP accountable for failing him. This directly undercuts the GOP midterm strategy of campaigning on...the achievements of the GOP Congress. Note that Mike Johnson keeps attempting that strategy, only to see Trump undercut it again and again. We think this could actually matter, and to parse out why, we talked to Jennifer Rubin, editor-in-chief of The Contrarian. We discuss why Trump's attacks on the GOP really could make a huge difference in hard demographic terms, why Trump's political project requires him to keep doing this, and what Democrats must do now to avoid overconfidence and close out strong.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Donald Trump aggressively highlighted a long screed from a MAGA influencer that sharply criticized the GOP for failing in all kinds of ways. This is aimed like a laser at depressing the Trump base. Making this matter more, Trump keeps saying stuff like this himself: He recently declared that his voters are not angry at him, they are angry at Republicans. Translation: Trump voters should hold the GOP accountable for failing him. This directly undercuts the GOP midterm strategy of campaigning on...the achievements of the GOP Congress. Note that Mike Johnson keeps attempting that strategy, only to see Trump undercut it again and again. We think this could actually matter, and to parse out why, we talked to Jennifer Rubin, editor-in-chief of The Contrarian. We discuss why Trump's attacks on the GOP really could make a huge difference in hard demographic terms, why Trump's political project requires him to keep doing this, and what Democrats must do now to avoid overconfidence and close out strong.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Donald Trump aggressively highlighted a long screed from a MAGA influencer that sharply criticized the GOP for failing in all kinds of ways. This is aimed like a laser at depressing the Trump base. Making this matter more, Trump keeps saying stuff like this himself: He recently declared that his voters are not angry at him, they are angry at Republicans. Translation: Trump voters should hold the GOP accountable for failing him. This directly undercuts the GOP midterm strategy of campaigning on...the achievements of the GOP Congress. Note that Mike Johnson keeps attempting that strategy, only to see Trump undercut it again and again. We think this could actually matter, and to parse out why, we talked to Jennifer Rubin, editor-in-chief of The Contrarian. We discuss why Trump's attacks on the GOP really could make a huge difference in hard demographic terms, why Trump's political project requires him to keep doing this, and what Democrats must do now to avoid overconfidence and close out strong.  Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices

Adam and Adir are joined by negotiation expert Vicki Medvec to discuss how to negotiate better deals, use anchoring, understand BATNA, manage emotion, create multiple offers, avoid losing value at the finish line and solve the other side’s problem. Vicki also explains bucket issues, storytelling issues, negotiation power, cross-cultural differences and why the best negotiators focus less on themselves and more on what the other side really needs. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Buy Vicki's Book: https://www.amazon.com.au/Negotiate-without-Fear-Strategies-Maximize/dp/1119719097

Man, we cut Orson Welles way too much slack. The guy makes Citizen Kane at the beginning of his career, then he gets to coast for the rest of his life - and posthumously too! THE OTHER SIDE OF THE WIND, a Welles' joint he didn't even get to finish, was received with pure adoration by critics even though it's basically just a pretentious improv session from Orson and his buddies. Listen to Alex & Julio as they try to focus on the unexpected return of Peter Bogdanovich to the main feed, and close the Bedroom to Box Office Summer Event in style!TIMELINE00:01:24 The Other Side of the Wind00:14:55 Contrarians Corner- Wanna know how we really feel about THE OTHER SIDE OF THE WIND? Check out the Real Talk (RT) episode, on your feed RIGHT NOW! (or pretty soon — Spotify can be a pain when it comes to refreshing the feed)- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

Our Bedroom to Box Office journey has been a bit of a wild ride so of course the final stop would be Orson Welles' long lost movie. The adult film industry connection was already discussed in a bonus interview we dropped right before this episode (check it out, lots of fun) but there is a lot more to unpack about THE OTHER SIDE OF THE WIND. For example: did we actually like it? Listen to this Real Talk segment to find out!TIMELINE00:01:26 $40 Million00:02:21 Real Talk00:52:25 The Future & Patreon Stuff- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!Up next, we do our best to capitalize on current Greek mythology enthusiasm by tackling Wolfgang Petersen's TROY! In the meantime, let us know what you thought of The Other Side of the Wind: Is it even remotely interested in appealing to a casual viewer? Would it have been better to let the mystery of the final Welles movie go on forever? Will this ever play at midnight screenings anywhere? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

Gary Graver was the cinematographer on Orson Welles' final feature film, THE OTHER SIDE OF THE WIND. As a warm-up to our upcoming episode giving that movie the Contrarians Treatment, here's a special treat for all of you: an interview with Adam Graver, one of Gary's nephews.And yes, Gary Graver is the final adult movie industry connection in our Bedroom to Box Office Summer Event!Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Contrarians Merch is finally here! Check out our RED BUBBLE MERCH PAGE and buy yourself something nice that's emblazoned with one of our four different designs!- THE FESTIVE YEARS have been letting us use their music for years now and they are amazing. You can check out their work on Spotify, on Facebook or on their very own website.- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

In this episode of the Grow A Small Business Podcast host Troy Trewin interviews Murray Kent shares how he turned a $40,000 acquisition of Con-ex into a $10M+ business with 35 employees and consistent 15–20% annual growth. He reveals how customer diversification, niche marketing, financial discipline, and an open-book management culture helped drive that growth. Murray explains why reducing owner dependency and building a strong team ultimately increased Conex's value and helped him secure a sale at nearly 6.5× EBITDA. He also discusses managing stress, maintaining work-life balance, and helping employees break through their own limitations. Finally, Murray shares his advice for business owners thinking about their exit, including why you should start building Conex to sell from day one. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? Murray Kent shares that the hardest part of growing a small business is managing your own expectations and stress. He explains that stress is a constant part of business ownership, whether it comes from people, finances, or sales. The key is learning to manage it, stay healthy, and remind yourself that difficult periods will eventually pass. What's your favorite business book that has helped you the most? Murray Kent shares that his favorite business book is Built to Sell, which had a major influence on how he approached building his businesses. He says its focus on creating a business with the eventual exit in mind shaped his thinking throughout his journey. Murray believes this approach leads to a stronger, more attractive business for a future buyer. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Murray Kent shares that he regularly learns from podcasts and books featuring the experiences of other business owners. He recommends Built to Sell Radio and Mark Bouris's Straight Talk, along with Money Café and The Contrarians. Murray values hearing real business stories because they reveal what worked, what didn't, and lessons he can apply to his own experience. What tool or resource would you recommend to grow a small business? Murray Kent shares that the most valuable resource for growing a small business is becoming a better coach, encourager, and inspirer of people. He believes business owners should learn how to bring out the best in their team and help employees feel like owners. By developing and empowering people, leaders can create stronger engagement and drive sustainable business growth. What advice would you give yourself on day one of starting out in business? Murray Kent shares that he would remind himself that everything is going to be okay and encourage himself to take the leap. He believes it is important to consider the worst that could happen, but also think about the regret of not taking the opportunity. His advice is to have a plan, take the risk, and trust yourself to make it work.  Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success is having the freedom to live life on your own terms — Murray Kent Build a business that can grow without being dependent on you — Murray Kent If you want to take a leap, think about the worst that can happen, but also think about what you might regret if you do not do it — Murray Kent      

The twelfth installment of Fresh Immigrants, Rotten Fascists takes us all the way to Honduras for a complicated road trip toward the Mexico/US border - all courtesy of Cary Fukunaga, who would go on to depict another harrowing journey in Beasts of No Nation. This is his writing/directing debut, a chase movie called SIN NOMBRE.Thank you for checking this new project out, whether you are a long-time Contrarians fan or someone who's just trying to listen to people talking positively about immigrants and negatively about fascism. If you have any recommendations for future entries in the series, let us know!Many thanks to the amazing Jordan Cooper for composing our intro and outro. Fantastic collaborator to work with - and he has a They Might Be Giants podcast: DON'T LET'S START. You can also check out Jordan's band TROUBLE'S AFOOT on Bandcamp!- Interested in more Contrarians goodness? Join THE CONTRARIANS SUPPLEMENTS on our Patreon Page! Deleted clips, extended plugs, bonus episodes free from the Tomatometer shackles… It's everything a Contrarians devotee would want!- Our YouTube page is live! Get some visual Contrarians delight with our Contrarians Warm-Ups and other fun videos!- Our buddy Cory Ahre is being kind enough to lend a hand with the editing of some of our videos. If you like his style, wait until you see what he does over on his YouTube Channel.- THE LATE NIGHT GRIN isn't just a show about wrestling: it's a brand, a lifestyle. And they're very supportive of our Contrarian endeavors, so we'd like to return the favor. Check out their YouTube Channel! You might even spot Alex there from time to time.- Hans Rothgiesser, the man behind our logo, can be reached at @mildemoniospe on Instagram or you can email him at mildemonios@hotmail.com in case you ever need a logo (or comics) produced. And you can listen to him talk about economy on his new TV show, VALOR AGREGADO. Aaaaand you can also check out all the stuff he's written on his own website. He has a new book: a sort of Economics For Dummies called MARGINAL. Ask him about it!

Silicon Valley was built on semiconductors, but for nearly two decades, venture capital shifted its attention towards software. Today, AI is changing that as the demand for compute, memory and networking explodes, hardware is once again at the centre of the industry's biggest bets. In this episode of TechSurge, host Michael Marks speaks with Lip-Bu Tan, CEO of Intel and one of the semiconductor industry's most influential investors and executives. The conversation traces Tan's journey from studying nuclear engineering at MIT to leading Cadence's turnaround, investing in more than 500 technology companies, and now steering Intel through one of the most significant transformations in its history.Tan shares his VC conviction on backing semiconductor startups when most venture investors favored software, and why he believes AI's next breakthroughs will come from advances in memory, packaging, photonics, cooling and high-speed connectivity. He also opens up on the leadership philosophy that defined his time at Cadence, where listening to customers and building a culture of responsiveness became the foundation of the company's revival.Wearing his CEO hat, Tan explains Intel's long-term strategy, why vertical integration still matters, how the company plans to reconnect with the startup ecosystem, and why missing another technology wave is not an option. Speaker Profiles and LinksLip-Bu Tan: CEO of Intel Corporation, Chairman of Walden International, Founding Managing Partner of Walden Catalyst Ventures LinkedIn: https://www.linkedin.com/in/lip-bu-tan-284a7846/celesta.vc bio link Intel ceo bio link Further reading and resourcesReuters – “Intel's new CEO plots overhaul of manufacturing and AI operations”https://www.reuters.com/technology/intels-new-ceo-plots-overhaul-manufacturing-ai-operations-2025-03-17/ Intel – https://www.intel.comCelesta Capital – https://www.celesta.vcSIA – “Global annual semiconductor sales increase 25.6% to $791.7 billion in 2025” – https://www.semiconductors.org/global-annual-semiconductor-sales-increase-25-6-to-791-7-billion-in-2025/Infercom – “What is an RDU? Reconfigurable Dataflow Unit” – https://infercom.ai/glossary/rdu/SemiconductorX – “Advanced Packaging: CoWoS, Foveros, EMIB, 3D IC” – https://semiconductorx.com/packaging-overview.htmlTWIML AI Podcast – “Dataflow Computing for AI Inference [Kunle Olukotun]” – https://twimlai.com/go/751Chapters:00:00- Introduction03:03- Lip-Bu Tan's Journey to Silicon Valley04:12- Betting on Semiconductors Before AI06:25- Why Hardware Matters Again07:35- Investing in Deep Tech09:31- Learning Through Boardrooms12:10- Building the Next Generation of AI Infrastructure17:03- The Cadence Turnaround19:03- Customer Obsession as a Leadership Strategy23:02- Rebuilding Intel26:03- AI's Next Bottlenecks30:32- Looking Ahead: The Future of Computing 

Most people assume Great Britain's grid connection queue works on a first come, first served basis. It doesn't - and that misconception is costing developers time and money. Connections reform was meant to bring clarity to the queue, but projects that were declared protected and pushed to the front are still missing their connection dates, and new contract disputes are now stalling projects that should already be moving. It all comes down to what actually gets built — and whether Britain can get anywhere close to Clean Power 2030.Catherine Cleary, Specialist Connections Engineer at Roadnight Taylor and a returning Transmission guest, joins Ed Porter to unpack what's really determining who connects to the grid, and when.They cover:- Why the grid connection queue isn't ordered by application date and how a 20MW battery project can end up waiting behind a nuclear power station for the same network reinforcements.- Why gate two offers under TMO4+ are going out with technical errors, and why fixing something as small as a typo can take months once you're one of hundreds of affected projects.- Why NESO's oversubscription numbers might be the wrong problem to solve, and what bay sharing could do instead.- Why data centres and other demand customers are pushing for independent transmission owner (ITO) status, and what Ofgem's latest signal means for future connections.- Catherine's contrarian take after 15 years in the industry: why Britain might be about to build too much grid, not too little.Want to go deeper on grid connections and battery build-out? Sign up for free to Ko, Modo Energy's AI analyst https://modoenergy.com/product/ko?utm_source=podcast&utm_medium=podcast_apps&utm_campaign=catherine_cleary&utm_content=ko_signupChapters:0:00 Introduction1:13 Two myths about the grid connection queue2:05 Queue order vs. connection order: nuclear vs. battery example3:34 The 4.9MW de minimis threshold loophole4:12 TMO4+ and connections reform: from design exercise to rollout6:41 Gate two offer errors and technical query delays9:05 Clean Power 2030 deliverability under connections reform13:37 Engineering capacity for 30GW of battery storage16:01 Bay sharing and hybrid project connections17:49 CMP470: the oversubscribed technology commitment fee22:04 Co-location, AC/DC coupling and TMO4+ shortcomings for hybrids25:15 Fixing TMO4+ for hybrids: the parent/child concept28:05 Data centre and demand connections vs. generation33:39 Politics, policy and the connections queue36:35 Contract delays: the new longest pole in the tent39:16 The case for independent transmission owners (ITOs)41:50 Contrarian view: are we building too much grid?

Fonzie is back. And he came back with the thing every creator feels but nobody says out loud... "I already posted about this." You wake up. You know you have to publish. The idea shows up. And then that voice: wait, I said this already. It's an exhausting loop, and it's the reason most people quit before the content ever works. Here's what we get into: it started with a guitar lesson. Fonzie told his teacher he keeps falling into the same riff. The answer he got flipped the whole thing, and it connects straight back to one of the first phrases we ever coined on this show. Then we break down three ways to deliver the same message without burning out. Customer journey. Angles. Formats. Plus the real client ad we reviewed this week, the one metric that actually matters (it is not views), and the part nobody talks about... whether you and your team actually enjoy any of this. Pick one. Run it 30 days.

Our good friend Julio is back in the second ever episode of the NEW Stew World Order, and he’s got us listing the Top 5 [Butt]-Whuppings In Pop Culture! For more from The Contrarians, click HERE!