Podcasts about The Contrarians

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Latest podcast episodes about The Contrarians

TD Ameritrade Network
Expect Interest Rate Cut, Not a Hike: Kyle Reidhead's Contrarian Take

TD Ameritrade Network

Play Episode Listen Later Jul 13, 2026 7:32


While Wall Street is pricing in a high probability that the Fed will hike interest rates, Kyle Reidhead sees the opposite. He believes inflation will fade as the U.S. adopts what he considers a deflationary environment. In equities, Kyle expects AI spending to accelerate and adds muscle to the AI trade long-term. ======== 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

Vertical Research Advisory
VRA Podcast: Optimism in the Markets: Contrarian Insights on Iran Tensions, Oil Prices, and Bull Flags - Kip Herriage - July 13, 2026

Vertical Research Advisory

Play Episode Listen Later Jul 13, 2026 25:05


Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage unpacks a topsy-turvy start to the market week, sharing his contrarian perspective on breaking geopolitical news—especially renewed conflict involving Iran and its impacts on oil prices and the broader market. He dives into why the headlines might not tell the full story, examines the resilience and unique rotations happening beneath the surface of US equity indexes, and previews the major economic events and earning reports shaping this pivotal week. Whether it's the rumored national security address from President Trump, the latest moves in the energy sector, or the outlook for interest rate-sensitive stocks, Kip Herriage brings clear-eyed analysis and actionable insights for investors navigating today's uncertainty. Stay tuned for strategies, market signals, and key data points to watch as the week unfolds.

The Contrarians
FIRF #11 - Jojo Rabbit

The Contrarians

Play Episode Listen Later Jul 11, 2026 57:02


The eleventh installment of Fresh Immigrants, Rotten Fascists forces us to confront what happens when hateful ideologies spread to children, and features Taika Waititi prancing around as an imaginary Hitler. It's JOJO RABBIT!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 Michael Yardney Podcast | Property Investment, Success & Money
The 10 Most Important Life Lessons of a Property Investor with Adam Hubbard

The Michael Yardney Podcast | Property Investment, Success & Money

Play Episode Listen Later Jul 8, 2026 33:05


What if someone handed you the answers before you sat the exam?   That's essentially what today's guest is doing.   After decades of personal property investing and working alongside hundreds of investors at Metropole, Adam Hubbard has distilled everything he's learned - the wins, the near-misses, and the lessons that only time and experience can teach - into 10 principles that could genuinely reshape how you approach building wealth through property.   These aren't theories. They're hard-won truths from someone who has lived through multiple market cycles, seen investors make the same costly mistakes over and over, and quietly built significant wealth by staying the course when others panicked.   By the end of this conversation, you'll know exactly what separates investors who achieve real financial independence from those who stay stuck, why the most successful investors often look boring compared to everyone else, and what Adam would do differently if he were starting out today.   Takeaways    • Mindset shifts are crucial for evolving as a successful property investor. • A clear investment plan is essential for navigating property markets effectively. • Long-term perspectives help investors outperform short-term market fluctuations. • Research is key to identifying high-growth property locations. • Effective debt management is both an art and a science. • Contrarian thinking helps investors ignore media hype and focus on fundamentals. • Building a professional team treats property investment as a business. • Market cycles and economic uncertainty require strategic navigation. • Inflation supports long-term property wealth creation. • Avoiding analysis paralysis is crucial for taking decisive investment steps.   Links and Resources:   Answer this week's trivia question here - https://www.PropertyTrivia.com.au/ ·        Win a hard copy of Negotiate Influence Persuade. ·        Everyone wins a copy of a fully updated property report.   Michael Yardney   Get the team at Metropole to help build your personal Strategic Property Plan. Click here and have a chat with us.   Adam Hubbard – Senior Wealth Strategist Metropole  https://metropole.com.au/expert/adam-hubbard/   Get a bundle of free reports and eBooks: www.PodcastBonus.com.au   Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future.   About The Michael Yardney Podcast | Property Investment And Wealth Creation Australia   The Michael Yardney Podcast is one of Australia's leading property investment podcasts, helping investors understand the Australian property market and build long-term wealth through strategic property investing.   Each week we explore: • Australian property market updates• Property investment strategies in Australia• Melbourne property market trends• Sydney property market forecasts• Brisbane property investment opportunities• Capital growth property strategies• Property cycles in Australia• Negative gearing and tax strategy• Interest rates and their impact on property• Buyer's agent insights and investment planning   If you're serious about building a high-performance property portfolio and creating financial freedom through real estate, this podcast will give you the clarity and strategy you need.   Learn more at:https://propertyupdate.com.auhttps://metropole.com.au

Top Traders Unplugged
GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren

Top Traders Unplugged

Play Episode Listen Later Jul 1, 2026 79:43 Transcription Available


While much of the world is focused on geopolitical conflict, inflation and rising global tensions, Pippa Malmgren argues that a very different future may already be taking shape. Joining Niels Kaastrup-Larsen and Cem Karsan, she explores how artificial intelligence, advanced energy, shifting diplomacy and technological innovation could reshape the global economy and even reduce the risk of war. From the future of the US dollar and China to nuclear energy, robotics and non human intelligence, this conversation challenges conventional thinking and offers an unusually optimistic perspective on one of the most consequential periods in modern history.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Pippa on X.Episode TimeStamps: 00:00 - Why Pippa believes the future is far more optimistic than most expect01:05 - Reuniting after four years and revisiting major geopolitical themes03:11 - Digital finance, transparency and the changing role of the US Treasury06:40 - Ukraine, foreign policy and the debate over hidden funding networks12:01 - Why Pippa believes the world is moving toward a superpower rapprochement22:17 - The US dollar, China and competing visions of global leadership30:49 - Lessons from history, diplomacy and the search for lasting peace39:38 - Nuclear energy, AI and the race toward technological abundance45:48 - Populism, inequality and whether AI will widen or close the wealth gap55:32 - How societies can prepare for an AI driven future58:10 - Greenland, the Arctic and the strategic battle for space infrastructure01:04:20 - Pippa's father, diplomacy and the lessons that shaped her worldview01:09:28 - Non human intelligence, AI and the profound questions facing humanityCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

The Contrarians
270 - Pt. 1 - Romance (CC)

The Contrarians

Play Episode Listen Later Jun 30, 2026 48:38


Foreplay is over, as Bedroom to Box Office goes full-artsy, full-French, full-frontal. Most people think of movies like The Matrix and The Phantom Menace when they think of 1999, but real film buffs think of Catherine Breillat's ROMANCE - an underappreciated sexual drama that deserves more than its rotten 49% Tomatometer score. Listen to Alex & Julio as they navigate the treacherous waters surrounding the most explicit movie they've covered in a long time!TIMELINE00:01:24 Romance00:13:58 Contrarians Corner- Wanna know how we really feel about ROMANCE? 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!

The Contrarians
270 - Pt. 2 - Romance (RT)

The Contrarians

Play Episode Listen Later Jun 30, 2026 59:22


You'd think that after spending an hour trying to be funny about ROMANCE for Contrarians Corner, having an honest conversation about the movie for Real Talk would be much easier. Not quite. This one's very much not for us, so we may end up with more questions than usual - which doesn't mean it isn't a good talk. Just don't expect us to “get it”.TIMELINE00:01:26 Kermode on Romance00:01:56 Real Talk00:51:57 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, our FIRF journey takes us to a recent awards darling, Taika Waititi's JOJO RABBIT! Then the Bedroom to Box Office saga continues as Sasha Grey teams up with Steven Soderbergh in THE GIRLFRIEND EXPERIENCE! In the meantime, let us know what you thought of Romance: Did they really kill that kitty? Is Ebert's review more insightful than the movie itself? Are the nuances of the dialogue getting lost in translation? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

Talking Feds
Kick Out Your Tired and Poor

Talking Feds

Play Episode Listen Later Jun 29, 2026 54:18


Our latest Contrarian episode comes with the end of the SCOTUS term looming, primaries shaking the Democratic party, and a key court ruling threatening Trump's slush fund. A pair of Contrarian stalwarts—Maria Cardona and Norm Eisen—join Harry to break it all down. Has the Supreme Court just further broken our immigration system? And what will its final rulings of the term bring? Have mainstream Democrats lost their mojo? And could a new avenue of judicial scrutiny doom Trump's ugliest self-deal? Mentioned in this episode: The Contrarian: https://www.contrariannews.org/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Pomp Podcast
OG Crypto Investor SOLD HIS BITCOIN For AI | Avi Felman

The Pomp Podcast

Play Episode Listen Later Jun 29, 2026 74:34


Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he's thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.========================BitcoinIRA: Save up to 37% in capital gains taxes on your retirement investments. 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 lp.bitcoinira.com/after-crypto to win up to $4,000 in rewards.========================Bitget is the world's largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget's Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on Bitget.com today!========================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.========================0:00 - Intro1:03 - Why he sold all his bitcoin & crypto6:52 - The Hyperliquid thesis & the broken social contract20:01 - What would make him buy bitcoin again?21:58 - Strategy + STRC & how to gain an edge in the markets 33:40 - What comes after the memory stock boom?37:58 - Biotech, defense, & rare earth minerals39:29 - Robostrategy, private markets & NAV premiums44:08 - Why index fund returns may be lower going forward55:40 - Contrarian investing & spotting a bubble1:07:44 - Meme stocks, retail & future outlook1:13:25 - The 1000x Podcast

The Contrarians with Adam and Adir
Canva's AI Crisis, Karl Stefanovic's Podcast Genius, Labor's CGT Shambles, and Claude Design Changes Everything

The Contrarians with Adam and Adir

Play Episode Listen Later Jun 29, 2026 111:15


Adam and Adir break down whether Canva has missed its golden window to sell, why Karl’s split with Nine might be a brilliant media move, and how the government’s startup tax carve-outs could smash founders and employees. Plus, Will joins for a quick behind-the-scenes update on The Contrarians as a standalone media business. 00:00 - Update from Will18:00 - Choosing a Chair for a Business35:00 - World Cup Lessons41:00 - Karl Stefanovic1:02:00 - Claude Design1:23:00 - More CGT Discussion Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ See omnystudio.com/listener for privacy information.

Financial Sense(R) Newshour
'It's Impossible to Get Bearish on Oil' – Mish Schneider's Contrarian Call on China, Metals, and Oil

Financial Sense(R) Newshour

Play Episode Listen Later Jun 27, 2026 27:22


Jun 26, 2026 – Market Gauge's Mish Schneider joins Jim Puplava to break down the latest market rotation as investors shift from tech high-flyers to overlooked sectors like biotech, small caps, and regional banks. Schneider unpacks oil's potential price floor...

BigTentUSA
BigTent Podcast: Uncovering the Epstein Network w/ COURIER Newsroom & Amb. Norm Eisen

BigTentUSA

Play Episode Listen Later Jun 26, 2026 54:49


On Thursday, June 11, our Spotlight Speaker event centered on COURIER's ongoing reporting into Jeffrey Epstein's network and the launch of an AI-powered database designed to make thousands of pages of public records more accessible to journalists, researchers, advocates, and the public. COURIER Journalist Camaron Stevenson and CEO of Thorian AI, Josh Levine, demonstrated how technology can help uncover connections, identify patterns, and accelerate the search for facts hidden within massive volumes of documents.Panelists Nina Burleigh of COURIER and Ambassador Norman Eisen, co-founder of Democracy Defenders Action, emphasized that transparency, accountability, and persistence remain essential to protecting democracy. They discussed the critical role of investigative journalism, litigation, and public engagement in exposing corruption, combating disinformation, and ensuring abuses of power do not go unchecked.A consistent theme emerged throughout the discussion: meaningful change requires informed citizens who stay engaged, support independent journalism, and demand accountability.Find out the latest from COURIER Newsroom:https://couriernewsroom.com/Check out COURIER's “Cover Up” project:https://epsteincoverup.us/Explore COURIER's Epstein Database:https://search.epsteincoverup.us/Read the latest from Nina Burleigh in her Substack newsletter, “American Freakshow”:https://www.americanfreakshow.news/Check out Thorian AI:https://thorian.ai/Follow Camaron Stevenson's reporting in his Substack newsletter “Below The Beltway”:https://www.beltway.news/Explore Amb. Eisen's newsletter “The Contrarian” on Substack:https://www.contrariannews.org/Learn more about Amb. Eisen's organizations Democracy Defenders, States United, and CREW:https://www.democracydefendersaction.org/https://statesunited.org/https://www.citizensforethics.org/ ABOUT THE SPEAKERS:Nina Burleigh is a a journalist, best-selling author, documentary producer, and publisher of a Substack on politics called "American Freakshow". A contributing editor at "The New Republic" and frequent contributor to "The New York Times" and "New York Magazine", her journalism has been published widely including in translation in the Norwegian and Italian press. She's the author of eight books on an array of topics including archaeological forgery, scientists in 18th Century Egypt, James Smithson, Amanda Knox in Italy, and the Trump women, which were reviewed, excerpted or covered in "The New York Times", "The Wall Street Journal", "The Nation", "New York Magazine", "BBC", "ABC", "MSNBC", and other media outlets.Ambassador (ret.) Norman Eisen is a co-founder and board member of Democracy Defenders Action, which has been helping lead the successful national court fights against the Trump Administration, helping secure multiple landmark orders against its authoritarian moves. His work in the courts of law is matched by his efforts in the court of public opinion as the co-founder and publisher of The Contrarian. He is also the co-founder and former chair of other major non-profits including CREW and States United.Camaron Stevenson is a national correspondent for "COURIER Newsroom" and publisher of the "Below The Beltway" newsletter on Substack. A veteran political journalist, he spent more than a decade reporting in Phoenix and served as the Founding Editor and Chief Political Correspondent of "The Copper Courier". His reporting focuses on politics, policy, and the forces shaping American democracy at the national and local levels.Josh Levine is a multi-time entrepreneur (1x exit) building at the nexus of AI, public policy, and the future of data. After an initial career in public finance, Josh founded companies in the education technology and small business M&A spaces. He is now building Thorian AI, which specializes in data processing, extraction, and automation-building across massive, multi-modal datasets. Thorian serves as a data backbone for local government permitting processes, state and federal compliance processes, and complex grant applications/management while keeping costs low through the use of data methods that allow us to use the smallest possible language models for the job. For his efforts, Josh was recently named one of Austin's top five technologists under 40 for the second time in 2026. A native of Texas, he holds a Master of Public Affairs from the LBJ School of Public Affairs and an undergraduate degree from Vanderbilt University. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bigtentnews.substack.com

Property Profits Real Estate Podcast
The Psychology of Contrarian Investing with Brent Guyor

Property Profits Real Estate Podcast

Play Episode Listen Later Jun 25, 2026 18:10


Everyone talks about contrarian investing. Very few people actually do it. In this episode, Brent Guyor from Ironton Capital explains why investors often struggle to buy during downturns even when opportunities are clearly forming. Brent shares lessons from buying real estate during the 2008 housing collapse in Denver and why he believes today's multifamily market may offer similar long term opportunities. The conversation also explores investor psychology, herd mentality, and how media narratives shape investment decisions. Brent also explains Ironton Capital's diversified investment strategy and breaks down how medical receivable factoring works inside one of their income funds. Key topics and takeaways Why contrarian investing is harder than it sounds Lessons from buying real estate during the 2008 downturn Why Brent believes multifamily opportunities are improving How herd mentality affects investor behavior What medical receivable factoring actually is Why income funds are attracting more investor interest in 2026 Guest Information Brent Guyor CEO of Ironton Capital Website: irontoncapital.com Call to Action Visit Ironton Capital to learn more about their diversified investment funds and income strategies.

Vertical Research Advisory
VRA Podcast: Meltdown or Melt-Up: Why Contrarian Investors Stay Bullish This July - Kip Herriage - June 25, 2026

Vertical Research Advisory

Play Episode Listen Later Jun 25, 2026 29:50


Welcome to the VRA Investing Podcast with your host, Kip Herriage. In today's episode, Kip Herriage breaks down why he believes we are at a pivotal turning point for the markets—a moment he calls the beginning of a “rug pull” for the old school Federal Reserve thinkers and mainstream media skeptics. He challenges the prevailing narratives around inflation, interest rates, and Fed policy, highlighting how modern data tells a very different story than what you're hearing on TV. Kip Herriage dives into the bullish trends emerging across small caps, housing, and semiconductors, making the case for a major market move higher as we head into July. He also covers gold, the dollar, and the big-picture forces driving the current economic expansion—while laying out why now may be the perfect time for contrarians to capitalize. Get ready for an insightful, data-driven look at where smart investors should focus in the weeks ahead.

The Julia La Roche Show
#380 Peter Schiff: End Game Coming, Bubble Popping, $2 Trillion Interest by Next Year

The Julia La Roche Show

Play Episode Listen Later Jun 23, 2026 48:07


Peter Schiff warns the bubble is popping as crypto leads the decline, while the bond market faces another breakdown with the 10-year potentially breaking above 5%. He emphasizes inflation is a choice—all Fed chairs chose it, and Warsh will too despite tough talk, because the alternative is politically unacceptable. He reveals the May deficit surged 30% while interest expense jumped 44%, with annual interest payments now hitting $1.6 trillion and will be $2 trillion by next year. Schiff identifies Japan as a looming harbinger with 250% debt-to-GDP, yields climbing above 4%, and the yen collapsing below 160 with potential for another 30-50% decline. His end game thesis: the US dollar loses reserve currency status, US assets get repriced down, and he's positioning to "have all the chips" at the finish line. Gold's pullback from $5,600 to $4,200 is a "buy the rumor, sell the fact" move, while silver at $65 is headed to $200 and Bitcoin at $64,000 should be sold. GDP growth is an illusion created by faulty deflators that understate inflation; the economy hasn't really expanded, just become more expensive, and stagflationary depression is locked in.Thank you to our sponsors: Kalshi - download the Kalshi app and use code JULIA to get $10 when you trade $10. kalshi.com/julia Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links:https://x.com/PeterSchiffhttps://www.youtube.com/@peterschiffTimestamps: 0:00 Intro and welcome Peter Schiff 00:50 Air coming out of bubble 1:16 Markets too complacent on inflation risks1:45 Warsh has a problem - Hike or no hike, both bad3:36 Inflation is a choice - All Fed chairs chose it5:11 Warsh will choose inflation despite tough talk5:24 Bond market breakdown coming - 10-year to 5%, 30-year to 5.5-6%7:42 May deficit up 30%, interest expense up 44%8:13 Interest payments $1.6 trillion/year, will be $2 trillion next year9:39 Government spending up 50% since COVID, taxes reduced10:57 Inflation is hidden tax - Government prefers it11:52 Iran war costs through inflation, not direct taxation13:49 Wealth tax - Slippery slope, will hit middle class eventually19:56 Japan crisis - Debt to GDP 250%, yen collapsing below 16020:29 Japanese bond yields at 4% on 30-year, rising fast21:45 Japan could sell $1 trillion in US treasuries24:41 Japan harbinger for US crisis24:54 Treasury Secretary Paulson says crisis inevitable27:18 Gold warning sign - Pullback to $4,200 from $5,600 normal29:24 Silver at $65, headed to $20032:39 Stock market at highs but economy worse than Biden36:56 GDP illusion - Deflator too low, just prices not growth39:48 End game - Dollar won't be reserve currency40:40 Playing for end game, wants all chips at finish43:31 Contrarian predictions - Higher rates, higher oil, higher gold44:30 Japan crisis first domino, then dollar next45:01 Summary - Stagflation and end game thesis

The Contrarians
269 - Pt. 1 - The Running Man - 1987 (CC)

The Contrarians

Play Episode Listen Later Jun 21, 2026 59:18


We like Glen Powell as much as the next film fan, but let's get real. There's only one Running Man, and his name is Arnold Schwarzenegger. Critics and audiences weren't quite ready for Arnie in full wisecracking mode though, and Paul Glaser's 1987 adaptation of Stephen King's THE RUNNING MAN is branded with a rotten 59% Tomatometer score. Listen to Alex & Julio as they welcome a cavalcade of favorite performers back to the show and luxuriate in 80s nostalgia!TIMELINE00:01:24 The Running Man (1987)00:14:25 Contrarians Corner- Wanna know how we really feel about THE RUNNING MAN (1987)? 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!

The Contrarians
269 - Pt. 2 - The Running Man - 1987 (RT)

The Contrarians

Play Episode Listen Later Jun 21, 2026 58:47


Well, Alex stretched the B2B gimmick pretty thin for this episode - no, Kurt Fuller did not star in an adult film early in his career - but the important thing is we got THE RUNNING MAN in Contrarians Canon. The better version too (not that Edgar Wright's take offered much competition.) So why did Arnie's failed to connect with the world the way his other 1987 movie, Predator, did? We have theories. Listen to them in this Real Talk segment!TIMELINE00:01:26 The One With The Boat00:01:59 Real Talk00:52:22 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, our Bedroom to Box Office event gets very European and very pretentious, as we hit one of the most explicit movies every covered on the show, the French drama ROMANCE! In the meantime, let us know what you thought of the 1987 version of The Running Man: Is Arnie the better, funnier, buffer protagonist when compared to Glen Powell? Does Maria Conchita Alonso get more to do here than in Predator 2? Can you ever watch Family Feud the same way again? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

IBM Analytics Insights Podcasts
In case you missed it.... The Contrarian AI Takes Most People Won't Say Out Loud — with Dr. Sean Falconer, AI Entrepreneur in Residence, Confluent

IBM Analytics Insights Podcasts

Play Episode Listen Later Jun 17, 2026 45:54


Send us Fan MailMost people building with AI are working from the same playbook. Dr. Sean Falconer isn't.As AI Entrepreneur in Residence at Confluent, Sean sits at the intersection of real-time data streaming and production AI — where the decisions get hard and the stakes are real. In this episode, he and Al get into what it actually looks like to run multiple LLMs simultaneously, what happened when Sean tested autonomous agents in real-world conditions, and why some of the loudest claims in AI deserve a second look.Sean also pulls back the curtain on Confluent's technology, explains why he chose the company, and shares his framework for thinking about where AI is actually headed — not where the headlines say it is.If you want a grounded, experienced perspective on building at the edge of AI innovation — from someone who is doing it — this one is worth a replay.Timestamps04:38  Meet Sean Falconer11:11  Lifelong Learning12:31  AI Entrepreneur in Residence16:28  Multiple LLMs in Action21:07  The Tech Behind Confluent25:51  Why Sean Chose Confluent28:40  Invest or Short?36:58  Testing Agents IRL40:51  The Contrarian AI Take42:27  Looking Ahead: The Future of AI Guest LinksLinkedIn: linkedin.com/in/seanf/Substack: softwarehuddle.substack.com/Medium: seanfalconer.medium.com/Want to be featured as a guest on Making Data Simple?  Reach out to us at almartintalksdata@gmail.com and tell us why you should be next.  The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun. 

Making Data Simple
In case you missed it.... The Contrarian AI Takes Most People Won't Say Out Loud — with Dr. Sean Falconer, AI Entrepreneur in Residence, Confluent

Making Data Simple

Play Episode Listen Later Jun 17, 2026 45:54


Send us Fan MailMost people building with AI are working from the same playbook. Dr. Sean Falconer isn't.As AI Entrepreneur in Residence at Confluent, Sean sits at the intersection of real-time data streaming and production AI — where the decisions get hard and the stakes are real. In this episode, he and Al get into what it actually looks like to run multiple LLMs simultaneously, what happened when Sean tested autonomous agents in real-world conditions, and why some of the loudest claims in AI deserve a second look.Sean also pulls back the curtain on Confluent's technology, explains why he chose the company, and shares his framework for thinking about where AI is actually headed — not where the headlines say it is.If you want a grounded, experienced perspective on building at the edge of AI innovation — from someone who is doing it — this one is worth a replay.Timestamps04:38  Meet Sean Falconer11:11  Lifelong Learning12:31  AI Entrepreneur in Residence16:28  Multiple LLMs in Action21:07  The Tech Behind Confluent25:51  Why Sean Chose Confluent28:40  Invest or Short?36:58  Testing Agents IRL40:51  The Contrarian AI Take42:27  Looking Ahead: The Future of AI Guest LinksLinkedIn: linkedin.com/in/seanf/Substack: softwarehuddle.substack.com/Medium: seanfalconer.medium.com/Want to be featured as a guest on Making Data Simple?  Reach out to us at almartintalksdata@gmail.com and tell us why you should be next.  The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun. 

Web3 with Sam Kamani
401: Airbnb for EV Chargers: How DeCharge Is Tokenizing the Fuel Pumps of the Future with Guest Speaker Prakash Kamaraj

Web3 with Sam Kamani

Play Episode Listen Later Jun 15, 2026 42:01


 EPISODE DESCRIPTION In this episode, I sit down with Prakash Kamraj, co-founder of DeCharge Network, to explore one of the most overlooked intersections of Web3 and the physical world: EV charging infrastructure. Prakash walks me through how DeCharge is building an Airbnb-style model for EV chargers, where anyone , from a business owner to a crypto community member , can host a charging station and earn passive income from it. We dig into why the B2B market is the real engine of EV growth, how DeCharge keeps the user experience dead simple with a scan-and-pay web app, and why autonomous charging powered by crypto payment rails could be the next massive wave. We also get into the surprising EV adoption stories across India, China, Southeast Asia, Ethiopia, and beyond. Whether you're an EV owner frustrated by fragmented charging apps, a crypto builder looking for real-world use cases, or an investor trying to spot where energy infrastructure is heading, this conversation is packed with sharp thinking and hard-won lessons from the ground up. DISCLAIMERNothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend. Be a guest on the podcast or contact us - https://www.web3pod.xyz/ CONNECT DeCharge Website: https://www.decharge.ioScout App: https://scout.decharge.ioTwitter/X:https://x.com/DeChargeTelegram: https://t.me/dechargecommunityWeb3 with Sam Kamani: https://www.web3pod.xyz KEY POINTS WITH TIMESTAMPS • [00:01] Sam introduces Prakash Kamraj and DeCharge Network, framing it as an Airbnb for EV chargers• [01:09] Prakash shares his background , from medical field to engineering, health tech startups, and catching the crypto bug in 2017• [03:36] How deep involvement in the early Solana ecosystem in India shaped Prakash's builder mindset• [05:33] The core problem: not enough EV charging infrastructure globally, with one charger for every 80 vehicles on average• [06:33] Sam shares firsthand observations from Guangzhou , nearly 100% EV adoption on the streets• [09:25] The personal range anxiety story that validated the problem , getting stuck at 9% battery in Denver in winter• [10:30] Why copy-pasting the Helium model doesn't work and why a more nuanced distributed model was needed• [11:00] DeCharge's three-pillar model: community-owned slow chargers, fast charger funding pools, and a software network incentive for charge point operators• [14:15] How the business model works , revenue share with hosts, transparent dashboards, and community-funded infra• [17:01] The user experience: scan a QR code, pay as you go, no app download required• [19:31] Why DeCharge integrates with default local payment apps (UPI, Promptpay, Stripe) instead of forcing new behavior• [23:16] Why India isn't lagging , 70% of EV usage is commercial, driven by food delivery riders and ride-sharing fleets• [25:40] Southeast Asia generates 80% of DeCharge's current network revenue• [27:21] Biggest challenges: avoiding R&D rabbit holes, sticking to first principles, and iterating fast across hardware and software• [29:05] Funding journey: seed round led by Lemniscap, first Asian startup in Colosseum's hackathon ecosystem• [32:06] Contrarian view: autonomous EV charging powered by crypto payment rails is the next major wave• [33:30] Energy is the truest form of currency , especially as AI data centers drive massive power demand• [35:14] The ask: charge point operator partnerships, community members, and VC conversations welcome• [39:19] The Scout app , a community-curated tool to map charger density and identify demand hotspots at scout.decharge.io

The Contrarians
FIRF #10 - The Namesake

The Contrarians

Play Episode Listen Later Jun 11, 2026 68:02


The tenth installment of Fresh Immigrants, Rotten Fascists introduces us to the Gangoli family - first generation Indian immigrants to America. Familiar faces Irrfan Khan and Tabu play the parents, but the big marketing angle was Kal Penn's dramatic turn as their son, he of the multiple names throughout the movie. THE NAMESAKE, based on a novel by Jhumpa Lahiri, directed by Mira Nair, was certainly an important step in Penn branching out from his Harold and Kumar persona, but it's also a gentle, heartfelt portrayal of what it's like to have two homelands.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!

Investing Experts
Market shifts from risk on to risk off

Investing Experts

Play Episode Listen Later Jun 10, 2026 50:57


David Keller returns to talk volatile markets, sentiment and his investment portfolios (0:20) Emerging strength coming outside of growth sectors (7:40) Fusion analysis: marrying technicals and fundamentals (11:50) The very unique SpaceX IPO (14:30) Trulieve, uplistings and cannabis ETFs (18:10) Equity indexes from a technical perspective (21:20) USD (24:50) Gold and silver (26:35) Contrarian on Bitcoin (29:10) Charts, momentum and relative performance (33:15)Show Notes:The Death Of Buy And Hold Has Been Greatly ExaggeratedTaking Note Of Market PatternsMarket MisbehaviorTranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Capital Allocators
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)

Capital Allocators

Play Episode Listen Later Jun 8, 2026 64:57


Rajiv Jain is the Chairman and CIO of GQG Partners, a global equity manager he founded in 2016 that has soared to $160 billion in assets, rebuffing the challenging decade for active managers.    Our conversation covers Rajiv's path from trading in India to his long tenure at Vontobel and founding of GQG. We discuss the periodic crisis lessons that shaped his approach, his definition of quality, team dynamics, and portfolio construction to avoid losses. We then turn to Rajiv's contrarian views, including current significant positions in energy, utilities, steel, tobacco, and emerging markets, avoidance of hyperscalers and semiconductors, and nimbleness to change his mind.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

10-Minute Contrarian
Ep258: Fire Sale, Vol II

10-Minute Contrarian

Play Episode Listen Later Jun 6, 2026 16:47


It's the most wonderful time of the year, Contrarians!  It's cheap buying time, and there is one sector where this is the case more than anywhere else.  We will go over the opportunities, how VP's portfolio has changed during this past week, and how the mushy middle narrative cycles will always tell us exactly what to do, every single time.   The ByBit Blog - https://nononsenseforex.com/cryptocurrencies/best-crypto-trading-platform/   The ApeX Omni Blog (US/Privacy Friendly) - https://nononsenseforex.com/top-defi-trading-platform-apex-omni/   Blueberry Markets Blog (Top FX Broker) - https://nononsenseforex.com/uncategorized/blueberry-markets-review-my-top-broker-for-2019/   Get a Discount On Any Trading View Package - https://www.tradingview.com/?aff_id=159841   The Old Blog Has Moved to My New Free Substack - https://thecontrarianinvestorblog.substack.com/p/what-to-expect-and-what-not-to?r=16orow   Follow VP on Twitter https://twitter.com/This_Is_VP4X   Check out my Forex trading material too! https://nononsenseforex.com/   The host of this podcast is not a licensed financial advisor, and nothing heard on this podcast should be taken as financial advice.  Do your own research and understand all financial decisions and the results therein are yours and yours alone.  The host is not responsible for the actions of their sponsors and/or affiliates.  Conversely, views expressed on this podcast are that of the host only and may not reflect the views of any companies mentioned. Trading Forex involves risk.  Losses can exceed deposits. We are not taking requests for episode topics at this time.  Thank you for understanding.

The Contrarians
268 - Pt. 2 - 52 Pick-Up (RT)

The Contrarians

Play Episode Listen Later Jun 4, 2026 59:40


How much sleaziness is too much sleaziness? Is Elmore Leonard's 52 PICK-UP as nasty as its John Frankenheimer adaptation? Does the movie deserve its somewhat forgotten status in the director's filmography, or should we all push for a 52 PICK-UP re-evaluation? This and more in this Real Talk segment - including a roll call of all the adult performers in the infamous party sequence!TIMELINE00:01:26 Second Feature00:02:23 Real Talk00:53:27 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, our FIRF journey takes us back to 2006, with Kal Penn honing his chops as a dramatic lead in THE NAMESAKE! Then Arnold Schwarzenegger shows Glen Powell how it's done in the 1987 adaptation of THE RUNNING MAN! In the meantime, let us know what you thought of 52 Pick-Up: Does John Glover have the Embry locked down? Are you curious about Elmore Leonard's novel? Is that Roy Scheider's real hair? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

The Contrarians
268 - Pt. 1 - 52 Pick-Up (CC)

The Contrarians

Play Episode Listen Later Jun 4, 2026 47:45


The second chapter of B2B - Bedroom to Box Office - brings us a gaggle of porn stars smack dab in the middle of a mean, nasty, supremely entertaining John Frankenheimer joint. Sadly, 52 PICK-UP was too sleazy for critics and not even the Elmore Leonard connection or having Roy Scheider as its star saved it from a rotten Tomatometer score. Listen to Alex & Julio as they welcome the man behind Reindeer Games back to the show with another banger!TIMELINE00:01:24 52 Pick-Up00:08:34 Contrarians Corner- Wanna know how we really feel about 52 PICK-UP? 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!

The Distribution by Juniper Square
A Contrarian's Vindication: Why Grocery-Anchored Retail Is Entering a 7-Year Rental Growth Super Cycle - Brian Kosoy - Managing Principal and CEO of Sterling Organization

The Distribution by Juniper Square

Play Episode Listen Later Jun 2, 2026 55:43


Brandon Sedloff and Brian Kosoy explore the transformation of retail real estate from distressed contrarian bet to institutional favorite. Kosoy, CEO of Sterling Organization, explains how his firm built a $4 billion vertically integrated shopping center platform by staying committed to retail through 15 years of headwinds—from the financial crisis through the retail apocalypse and COVID-19. He shares his unconventional path from failing out of Canadian schools to practicing real estate law in New York, then launching Sterling Organization in the summer of 2007, just as credit markets froze. They discuss: - Why vertical integration creates competitive advantages in tenant relationships and lease structuring that third-party management cannot replicate - The structural supply-demand imbalance driving a potential seven-year rent growth supercycle in grocery-anchored shopping centers - How being pigeonholed as "the shopping center guys" during a 15-year downturn created a durable moat as institutional capital returns to the sector - Why the average shopping center deal size makes it nearly impossible for large allocators to deploy $500 million quickly with quality managers - The difference between generating alpha in negative beta environments versus riding positive beta waves This episode examines how conviction through market cycles builds institutional platforms that can't be replicated by trend-followers or capital chasers. Links: Sterling Organization - https://www.sterlingorganization.com/about/ Juniper Square - https://www.junipersquare.com/ Brandon on LinkedIn - https://www.linkedin.com/in/brandonsedloff/ Topics: (00:00:00) - Intro (00:02:01) - Brian's background and career (00:16:08) - Building Sterling Organization (00:25:48) - Key stats for Sterling Organization (00:30:16) - Building conviction in the shopping center business (00:33:54) - Structural changes and themes for the industry in the future (00:40:23) - Vertical Integration (00:43:49) - Institutional Capital (00:46:20) - Common misconceptions about retail (00:50:19) - Things to keep an eye on

The Julia La Roche Show
#375 Howell: Liquidity Slowing, Speculation Phase Ending, Why A Fed Hike Might Be Coming

The Julia La Roche Show

Play Episode Listen Later Jun 2, 2026 43:44


Michael Howell, CEO of CrossBorder Capital, an investment advisory firm, and author of Capital Wars, returns to The Julia La Roche Show for an in-studio episode. In this episode, Howell reveals money is flowing out of financial markets into the real economy, marking the end of Wall Street's era and the beginning of Main Street's turn. He warns the market is in a "speculation phase" with low quality returns built on narrow foundations—only AI and semiconductors are racing while most securities stagnate—and the next phase will be "turbulence" as liquidity slows and the bearish flattening yield curve continues. Howell details how the system has monetized with the Treasury refinancing $600 billion per week in short-term bills, notes there is "unquestionably way too much debt," and makes the contrarian call that the Fed will raise rates in the next 12 months because the economy is too strong at 7-8% nominal GDP growth. He positions commodities and energy as the place to be, argues gold is a hedge against monetary inflation (not CPI), and suggests the gold-oil ratio could imply oil prices of $200 per barrel.Thank you to our sponsor Monetary Metals. https://monetary-metals.com/julia Links:  Website: http://www.crossbordercapital.com/ Twitter/X https://x.com/crossbordercapSubstack: https://capitalwars.substack.com/ Book: https://www.amazon.com/Capital-Wars-Rise-Global-Liquidity/dp/30303929020:00 Opening - Money leaving financial markets for real economy1:29 Speculation phase - Low quality returns on narrow foundations6:49 Liquidity rolling over - Rate of change critical7:38 Money flowing from financial sector to real economy13:23 Debt refinancing phenomenon - 4 out of 5 transactions15:25 Way too much debt, only monetization is the way out16:40 China monetizing like Japan did with Abenomics19:32 US monetization already happening - $600B weekly debt refinancing24:28 MOVE index suppressed through treasury buybacks30:12 Kevin Warsh expectations for new Fed chair32:01 Inflation no longer transitory - Now illusionary35:48 Monetary inflation hurdle 7-8% per year37:26 What to own - Diversified into commodities, energy, gold40:10 Gold-oil ratio could mean oil $200 per barrel40:50 Contrarian call - Fed must raise rates in 12 months43:15 Find him at Capital Wars Substack

Lead-Lag Live
China's Contrarian Trade Is Finally Working — Here's Why | KWEB

Lead-Lag Live

Play Episode Listen Later May 27, 2026 25:15 Transcription Available


Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

The Contrarians with Adam and Adir
New Contrarians CEO, Boomer's Budget, GYG Comes Home, EY Parental Leave Rort

The Contrarians with Adam and Adir

Play Episode Listen Later May 25, 2026 97:53


Adam and Adir welcome The Contrarian’s new CEO, discuss the federal budget and get clear on who loves it (and why), catch up on Guzman y Gomez and why leaving the US is the right call, and talk through the EY parental rort and what good parental leave should look like. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ 00:00 - Will Hayward joins The Contrarians21:40 - Brian Cox's Business30:00 - LE Live38:00 - Lime Bikes42:22 - More Budget News1:14:00 - Guzman y Gomez 1:28:26 - EY's Parental Leave Updates Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrariansSee omnystudio.com/listener for privacy information.

The Adam Friedland Show Podcast
TIM HEIDECKER Talks Contrarian Comedy, Sincerity, and Playing the Long Game

The Adam Friedland Show Podcast

Play Episode Listen Later May 23, 2026 78:30


Check out https://www.squarespace.com/TAFS to save 10% off your first purchase of a website or domain using code TAFS. -- See Adam on tour https://theadamfriedland.show/pages/tour -- JOIN THE FRIEDLAND FAMILY FOUNDATION / PREMIUM SUBSCRIPTION: https://www.youtube.com/@TheAdamFriedlandShow/join -- Patreon: https://www.patreon.com/cw/TheAdamFriedlandShow -- Buy our merch!: https://theadamfriedland.show/collections/new -- The Adam Friedland Show - Season Two Episode 47 | Tim Heidecker X: https://x.com/adam_talkshow Instagram: https://www.instagram.com/theadamfriedlandshow TikTok: https://www.tiktok.com/@adamfriedlandshowclips YouTube: Subscribe to @TheAdamFriedlandShow here: https://www.youtube.com/c/TheAdamFriedlandShow Subscribe to @TAFSClips here: https://www.youtube.com/@tafsclips -- Limited Time Offer – You Need Fiber. Yes you! Boost your fiber with Huel today using my exclusive offer of 15% OFF online with my code TAFS at https://www.huel.com/TAFS. New Customers Only. Thank you to Huel for partnering and supporting our show! Get 20% off your first order when you buy online at lucy.co/TAFS with promo code TAFS For simple, online access to personalized and affordable care for Hair Loss, Weight Loss, and more, visit Hims.com/TAFS — #adamfriedland #theadamfriedlandshow #TimHeidecker Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Adam Friedland Show Podcast
TIM HEIDECKER Talks Contrarian Comedy, Sincerity, and Playing the Long Game

The Adam Friedland Show Podcast

Play Episode Listen Later May 23, 2026 76:42


Check out https://www.squarespace.com/TAFS to save 10% off your first purchase of a website or domain using code TAFS.--See Adam on tour https://theadamfriedland.show/pages/tour--JOIN THE FRIEDLAND FAMILY FOUNDATION / PREMIUM SUBSCRIPTION: https://www.youtube.com/@TheAdamFriedlandShow/join--Patreon: https://www.patreon.com/cw/TheAdamFriedlandShow--Buy our merch!: https://theadamfriedland.show/collections/new--The Adam Friedland Show - Season Two Episode 47 | Tim HeideckerX: https://x.com/adam_talkshowInstagram: https://www.instagram.com/theadamfriedlandshowTikTok: https://www.tiktok.com/@adamfriedlandshowclips YouTube: Subscribe to @TheAdamFriedlandShow here: https://www.youtube.com/c/TheAdamFriedlandShowSubscribe to @TAFSClips here: https://www.youtube.com/@tafsclips --Limited Time Offer – You Need Fiber. Yes you! Boost your fiber with Huel today using my exclusive offer of 15% OFF online with my code TAFS at https://www.huel.com/TAFS. New Customers Only. Thank you to Huel for partnering and supporting our show!Get 20% off your first order when you buy online at lucy.co/TAFS with promo code TAFSFor simple, online access to personalized and affordable care for Hair Loss, Weight Loss, and more, visit Hims.com/TAFS—#adamfriedland #theadamfriedlandshow #TimHeideckerSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sports Cards Live
Why Collectors Follow Consensus + GOAT Cards vs Contrarian Thinking + Hidden Hobby Opportunities

Sports Cards Live

Play Episode Listen Later May 22, 2026 54:48


Jeremy, Chris McGill, Joe Poirot, David Chase, and Josh Adams explore: Whether GOAT collecting truly reduces hobby risk Why not all GOAT cards are created equal The difference between hobby relevance and on-court greatness Why Kobe Bryant currently commands enormous hobby attention How consensus shapes hobby demand Whether collectors independently arrive at “GOAT” conclusions or inherit them socially Why cultural influence matters as much as statistics and accolades The conversation becomes increasingly philosophical as Chris McGill breaks down: Groupthink and social consensus in collecting Why iconic cards command premiums How collectors identify hidden value before the broader hobby catches on The concept of “iconic traits without the iconic premium” Why some collectors intentionally search for overlooked cards with elite characteristics Jeremy also reflects on eye appeal, low-grade high-I-appeal cards, contrarian collecting, and the importance of applying hobby concepts to your own lane rather than simply copying others. Later in the episode: Josh Adams discusses owning over 100 copies of the 1990 Leaf Frank Thomas rookie The panel talks about eccentric personal collections and hobby identity Jeremy shares his binder collection of hobby creator cards and custom collectibles Jeremy officially closes the episode by discussing the launch of the new Sports Cards Live Hangover series with the Sports Card Clubhouse crew A fittingly thoughtful and entertaining close to one of the most philosophical Sports Cards Live episodes to date.

The Contrarians
267 - Pt. 1 - Rabid - 1977 (CC)

The Contrarians

Play Episode Listen Later May 21, 2026 55:35


Our Bedroom to Box Office Summer Event begins with David Cronenberg's sophomore effort, RABID - a horror ditty starring iconic adult movie star Marilyn Chambers. The concept of patient zero using an armpit-stinger to infect other people must have blown critics' minds back in the 70s, leading to a fresh 78% Tomatometer score. To us? It's basic, uninspired Cronenberg. Listen to Alex & Julio as they analyze this awkward takedown of plastic surgery culture!TIMELINE00:01:24 Rabid (1977)00:12:42 Contrarians Corner- Wanna know how we really feel about RABID (1977)? 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!

The Contrarians
267 - Pt. 2 - Rabid - 1977 (RT)

The Contrarians

Play Episode Listen Later May 21, 2026 61:06


The real surprise when it comes to RABID is that Cronenberg meant it to be about the dangers of mishandling an epidemic. As much as we can all relate to that, it can be difficult to connect to that theme when it's carried by a movie that plays like a parody of the director's body-horror obsessions. But how does Marilyn Chambers do, regardless of the film's shortcomings? Listen to this Real Talk segment and find out!TIMELINE00:01:26 Get out of there!!!!00:02:25 Real Talk00:56:33 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, John Frankenheimer returns to the show with an Elmore Leonard adaptation, 52 PICK-UP! In the meantime, let us know what you thought of Rabid: Did you enjoy the Contagion vibes? Did Marilyn Chambers' past work influence your experience? Will you remember this movie ten years from now? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

The Contrarians
Bonus! - Haywire Commentary Track

The Contrarians

Play Episode Listen Later May 15, 2026 103:38


As the long-awaited(?) Ronda Rousey Vs. Gina Carano fight looms, Julio and Alex are, once again, joined by Joe and STEVE(!) to reflect on a fighter crossing over to film.As the four travel back to 2012 for Steven Soderbergh's Haywire, the conversation takes some wild, and some very expected, turns.The perfect appetizer for Saturday's Netflix MMA event is here. Grab a drink and join the boys for an (semi)action-packed jaunt!- 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!

The Contrarians
FIRF #9 - Wag the Dog

The Contrarians

Play Episode Listen Later May 13, 2026 63:17


The ninth installment of Fresh Immigrants, Rotten Fascists features a presidential sex scandal, and the (fake) war the White House creates to distract from it. WAG THE DOG could have been written yesterday! Although you could argue DeNiro, Heche, and Hoffman are waaaaaay more competent than the crooks we get in the real world…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 Crexi Podcast
Ken Ashley: The Prescription for Building a Career in CRE Brokerage

The Crexi Podcast

Play Episode Listen Later May 13, 2026 56:35


Cushman & Wakefield Executive Director Ken Ashley on breaking into CRE brokerage, his book The Prescription, CREI Summit, office market trends, and why the fortune is in the follow-up. The Crexi Podcast connects commercial real estate (CRE) professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.   Ken Ashley has spent 30 years helping companies translate business strategy into real estate as a top 1% producer at Cushman & Wakefield. He founded CREI, mentored thousands of early-career brokers, and distilled it all into The Prescription — a field guide for building a CRE brokerage career. In this episode, Ken joins host Shanti Ryle on what separates brokers who make it, following up without being annoying, why AI is not coming for this industry the way people fear, and what the office market looks like right now. Ken Ashley's background and 30 years at Cushman & Wakefield What is The Prescription and why he wrote it The COVID passion project that became a field guide Who the book is for: entry-level, mid-career, and senior brokers The fortune is in the follow-up, and why most people miss it Follow-up one: send something they love with no ask Follow-up two: ask for advice, not a job How to close with "If you were me, what would you do?" Never say "pick your brain" or "let me know when you're available" The minimum viable yes: reduce the cognitive burden on decision makers Analyst, researcher, or broker: how to choose your path You can change your niche: Ken did, from industrial to office Self-awareness and hustle: the honest conversation you need first The Prescription as a filter before meeting with someone new What is CREI and why Ken started it in March 2020 The badge idea that accidentally built a community Six lists, volunteer curators, and the abundance mentality CREI Summit in Savannah: AI, Create Labs, and pirates Three warnings: stack bloat, over-reliance, and AI-generated emails Two bright lines: serve clients better and grow your book Listening tools, trigger events, and calling at the right moment Sensor data and propensity-to-return tools for office decisions Atlanta: 1.6M square feet leased, 1.1M in the suburbs Flight to quality is real and Class B is getting a second look MOB conversions, tech startups, and who is taking Class B space Return to office: leverage has shifted back to employers in 2026 Speed of business and kicking rocks: the case for being in office Flexible design, soft seating, and earning the commute Autonomous vehicles and what happens to all those parking garages Paying your civic rent: the imperative to give back What still makes Ken passionate after 30 years Rapid fire: $10M into STNL as a limited partner Worst advice: win at all costs, including badmouthing competition Contrarian belief: the office market can turn on a dime For show notes, past guests, and more CRE content, please check out Crexi's blog. Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi: https://www.crexi.com/​  https://www.crexi.com/instagram​  https://www.crexi.com/facebook​  https://www.crexi.com/twitter​  https://www.crexi.com/linkedin​  https://www.youtube.com/crexi   About Ken Ashley: Ken Ashley is an Executive Director at Cushman & Wakefield and has spent the last 30 years helping businesses translate strategy into real estate decisions. He is a top 1% producer nationally and holds SIOR, CCIM, and MCR designations—credentials earned by fewer than 1% of practitioners in the industry. Ken and his team are perennial top producers in Atlanta and at Cushman & Wakefield nationally. In 2020, Ken founded CREi (Commercial Real Estate Influencers), a community built to help brokers adapt to a changing industry by leveraging modern tools, social media, and intentional relationship-building. Through CREi, Ken has taught and mentored thousands of aspiring and early-career brokers, helping them get hired, get meetings, build confidence, and gain real traction. Ken recently released his book, The Prescription, a field guide for people who want to build something real in commercial real estate brokerage. The book distills 30 years of frameworks, systems, and patterns into actionable steps for breaking into the industry and building a sustainable career. Ken is an award-winning instructor in CoreNet Global and believes strongly in "paying your civic rent." He serves on the Board of Leadership Atlanta, the National Properties Committee for Boy Scouts, the Atlanta Police Foundation's Crime Stoppers Task Force, and the youth-serving organization Spirit of Atlanta Drum and Bugle Corps. Ken has been married to his wife Karen for 34  years and is the proud father of four kids and two lazy pugs. For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi About Crexi:Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights with Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction— Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has subsidized over $2.74 trillion in property value, 26 billion square feet listed, and supports a growing community of more than 23 million yearly users.

The Kevin Jackson Show
Life on the Up and Up - Weekend Recap 05-10-26

The Kevin Jackson Show

Play Episode Listen Later May 10, 2026 38:40


Why can't politicians just tell the truth? Particularly Leftists?And I know for a fact they lie. Almost all the time. I'm replaying a clip from this woman who want Smith-Mundt back. And with good reason.[X] SB – Woman wants Smith-Mundt back…Passed in 1948, the law governed how the U.S. government could conduct public diplomacy abroad. Think Cold War messaging like Voice of America beaming into Eastern Europe.One key restriction: The government wasn't supposed to aim those materials at domestic audiences. The idea was to prevent Uncle Sam from running a propaganda loop on its own citizens.Lying has become second-nature for Leftist politicians and the media.They are philosophically tied to lying. I speak of Contrarians often and have recently, because I'm sick of them.I hate Trump!Why? Because of inflation. He didn't cause it.Why? Because of the deficit.He didn't cause it.Why? Because I just do and I've run out of excuses to rationalize being a LEMMING.People hate to be wrong. It causes physical and psychological pain with the latter being the worst.What does it say about a person unwilling to admit he or she is wrong? I know the answer, but will leave it for others to ponder.I know this, I hate being ignorant, which is why I detest the ignorant who won't admit it.I'm dumb in so many things. And I freely acknowledge it. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Wedding Business Solutions
Do you seek contrarian views?

Wedding Business Solutions

Play Episode Listen Later May 6, 2026 7:33 Transcription Available


Are you open to hearing opinions that challenge your own, or do you find yourself surrounded by people who always agree with you? What could you gain by inviting critical feedback before sharing your own perspective? In this episode, I share why the best leaders actively look for dissenting voices and how doing so leads to better decisions, using examples from both business and science (like Darwin!). Learn how questioning your assumptions can reveal blind spots, prevent costly mistakes, and ultimately help you grow—if you're willing to listen.Listen to this new 6-minute episode for practical ways to welcome different viewpoints, and see how asking tough questions can lead to stronger results.If you have any questions about anything in this, or any of my podcasts, or have a suggestion for a topic or guest, please reach out directly to me at Alan@WeddingBusinessSolutions.com or visit my website Podcast.AlanBerg.com Please be sure to subscribe to this podcast and leave a review (thanks, it really does make a difference). If you want to get notifications of new episodes and upcoming workshops and webinars, you can sign up at www.ConnectWithAlanBerg.com  View the full transcript on Alan's site: https://alanberg.com/blog/AI For The Real World - A Practical Guide to AI for Wedding & Event Pros is your easy way to learn how to harness the power of AI, no matter which AI tools you use. Get Yours Today at www.ShopAlanBerg.com  I'm Alan Berg. Thanks for listening. If you have any questions about this or if you'd like to suggest other topics for "The Wedding Business Solutions Podcast" please let me know. My email is Alan@WeddingBusinessSolutions.com. Look forward to seeing you on the next episode. Thanks. Listen to this and all episodes on Apple Podcast, YouTube or your favorite app/site: Apple Podcast: http://bit.ly/weddingbusinesssolutions YouTube: www.WeddingBusinessSolutionsPodcast.tv Spotify: https://spoti.fi/3sGsuB8 Stitcher:  http://bit.ly/wbsstitcher Google Podcast: http://bit.ly/wbsgoogle iHeart Radio: https://ihr.fm/31C9Mic Pandora: http://bit.ly/wbspandora ©2025 Wedding Business Solutions LLC & AlanBerg.com 

The Crexi Podcast
Pablo Barreiro: Building Preschools and Solving the Childcare Desert Crisis

The Crexi Podcast

Play Episode Listen Later May 6, 2026 42:59


Pablo Barreiro of Fortec on childcare real estate, daycare deserts, preschool development, and the investment case for early education CRE.  The Crexi Podcast connects commercial real estate (CRE) professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.   Pablo Barreiro started in real estate at 18 and spent years learning the business before co-founding Fortec: a Miami-based developer focused exclusively on early childhood education real estate. Since 2020 he has led more than $240 million in preschool developments across 14 states, building the case that childcare real estate deserves its own institutional asset class. In this episode, Pablo joins host Shanti Ryle to talk about what a childcare desert actually is, why 51% of the US lives in one, how Fortec underwrites and scales preschool developments nationwide, and why finding the right investors matters more than finding the right deal. Pablo Barreiro's background and path to founding Fortec Getting licensed at 18 and learning real estate before the degrees Why he pursued law and economics alongside development From general CRE to spotting the childcare niche in Hollywood, Florida What early childhood education real estate actually is Greenfield builds, retrofits, and repositioning mom-and-pop centers Why he went exclusively national instead of picking one market The social economic case: 40 jobs per preschool, community infrastructure Hiring local GCs and architects to earn community trust Spending on entitlements before acquiring the property The new $30M fund and the goal of becoming the institutional player What a childcare desert is: 3x demand for every available seat 51% of the US lives in a childcare desert 88% of employees late to work cite childcare issues How reducing rent helps reduce tuition for families The 5% tuition increase versus 8% cost increase problem The biggest investor misconception: this is not a standard triple net Children, jobs, and community impact — what makes this asset class different Where the need is greatest: follow the housing buildout Multifamily developers calling Fortec to handle the school component Permit timelines: 12 to 14 months total, six to eight of actual construction Construction costs: slight decreases giving some breathing room How to enter the childcare real estate space — capital network comes first The real risk: doing four deals and running out of investors What success looks like for Fortec in 10 to 15 years Rapid fire: invest in the company over any single deal Worst advice: find the deal first, find the money later Contrarian belief: preschool beats every other retail asset class   About Pablo Barreiro: Pablo Barreiro is the chairman and co-founder of Fortec, a Miami-based real estate developer focused exclusively on early childhood education real estate. He has played a pivotal role in helping define and scale this emerging sector, leading more than $240 million in developments over the past five years and drawing on more than two decades of commercial real estate experience as the niche has rapidly gained momentum nationwide. Under his leadership, Fortec has emerged as a category-defining platform in education-focused development, earning recognition as Best Developer by Aventura Magazine and ranking among the South Florida Business Journal's fastest growing companies. Pablo has also been individually recognized on Worth Magazine's Worthy 100 list for his impact and leadership in business. His work addresses critical infrastructure gaps such as child care and daycare deserts, while advancing a scalable investment model that aligns real estate performance with long-term community impact. A University of Miami graduate, Pablo holds multiple undergraduate degrees and a master's degree and earned his Juris Doctor from Florida International University. He has been a member of The Florida Bar since 2017, bringing a rare blend of legal and real estate expertise to complex, high-value transactions. His market insights and commentary have been featured in leading outlets, including CNBC, Bisnow, The Real Deal, and other real estate and business publications. For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi About Crexi:Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights with Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction— Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has subsidized over $2.74 trillion in property value, 26 billion square feet listed, and supports a growing community of more than 23 million yearly users.

The Kevin Jackson Show
The Up and Up - Ep 26-177

The Kevin Jackson Show

Play Episode Listen Later May 5, 2026 38:40


Why can't politicians just tell the truth? Particularly Leftists?And I know for a fact they lie. Almost all the time. I'm replaying a clip from this woman who want Smith-Mundt back. And with good reason.[X] SB – Woman wants Smith-Mundt back…Passed in 1948, the law governed how the U.S. government could conduct public diplomacy abroad. Think Cold War messaging like Voice of America beaming into Eastern Europe.One key restriction: The government wasn't supposed to aim those materials at domestic audiences. The idea was to prevent Uncle Sam from running a propaganda loop on its own citizens.Lying has become second-nature for Leftist politicians and the media.They are philosophically tied to lying. I speak of Contrarians often and have recently, because I'm sick of them."I hate Trump!"Why? "Because of inflation."He didn't cause it.Why? "Because of the deficit."He didn't cause it.Why? "Because I just do and I've run out of excuses to rationalize being a LEMMING."People hate to be wrong. It causes physical and psychological pain with the latter being the worst.What does it say about a person unwilling to admit he or she is wrong? I know the answer, but will leave it for others to ponder.I know this, I hate being ignorant, which is why I detest the ignorant who won't admit it.I'm dumb in so many things. And I freely acknowledge it. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Contrarians
266 - Pt. 1 - Dennis the Menace (CC)

The Contrarians

Play Episode Listen Later May 5, 2026 58:23


We've been around our fair share of children and we can assure you, there is far worse than poor Dennis out there. That's not to say that DENNIS THE MENACE doesn't work as a brutal takedown of bad parenting and the crux carried by the community that has to deal with a spoiled kid. With a 28% on the Tomatometer, this Walter Matthau vehicle (no, he doesn't play Dennis) is screaming for a Contrarians defense! So listen to Alex & Julio as they celebrate the return of Lea Thompson to the show and commiserate for the unfairly reviled Mr. Wilson.TIMELINE00:01:24 Dennis the Menace00:16:46 Contrarians Corner- Wanna know how we really feel about DENNIS THE MENACE? 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!

The Contrarians
266 - Pt. 2 - Dennis the Menace (RT)

The Contrarians

Play Episode Listen Later May 5, 2026 59:59


It's hard to think anyone could argue against the cast of this DENNIS THE MENACE adaptation. It's not just Matthau, Thompson, and Christopher Lloyd doing solid work, but also Mason Gamble as Dennis, holding his own against them. And it's directed by Nick Castle, the original Michael Myers? We can all agree it's an artifact of interest at least. But is it a good movie too, or does it only work if you let nostalgia for the 90s (and perhaps your own childhood) overwhelm you?TIMELINE00:01:26 Only been around for five years00:02:27 Real Talk00:49:59 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, our FIRF journey takes us to a time when Robert DeNiro, Anne Heche, and Dustin Hoffman faked a war to distract from a presidential sex scandal in WAG THE DOG! Then, our 2026 Summer event begins: FROM BEDROOM TO BOX OFFICE opens with a Contrarians episode about the David Cronenberg horror RABID! In the meantime, let us know what you thought of Dennis the Menace: Did it make you yearn for simpler, screen-less times? Will there ever be a better Mr. Wilson than Walter Matthau? Would you sign up for the Lea Thompson spinoff? E-mail us at wearethecontrarians@gmail.com or share your thoughts with us on Threads or BlueSky!

Lenny's Podcast: Product | Growth | Career
Why cultivating agency matters more than cultivating skills in the AI era | Max Schoening (Head of Product, Notion)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later May 3, 2026 87:22


Max Schoening is head of product at Notion, where he's been especially effective at getting designers and PMs to ship code, prototype in the terminal, and launch extremely successful AI products. He was previously a PM at Google, ran design at Heroku, was VP of Design (and a part-time engineer) at GitHub, and is a two-time founder. He's one of the most AI-forward product leaders out there and one of the deepest thinkers on how AI changes how we build and use software.We discuss:1. What's most worked in getting designers and PMs to embrace AI2. Why agency—not skills—is the thing that separates people who thrive from those who fall behind3. How the first 10% of every project is now “free,” and what that means for product development4. Max's “tiny core” theory of great products: iPhone multitouch, the GitHub pull request, Notion blocks, Dropbox's menu bar icon5. Why the SaaSpocalypse is overstated6. Why the amount of software has exploded but the quality hasn't, and why that gap creates opportunity—Brought to you by:WorkOS—Make your app Enterprise Ready, with SSO, SCIM, RBAC, and more: https://workos.com/lennyVanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny—Episode transcript: https://www.lennysnewsletter.com/p/why-cultivating-agency-matters-more—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Max Schoening:• X: https://x.com/mschoening• LinkedIn: https://www.linkedin.com/in/max-schoening• Website: https://max.dev—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 to Max Schoening(01:55) The origin story of designers coding at Notion(06:30) How much designers and PMs are shipping today(08:24) The balance between shipping code and strategic work(10:32) Why agency will help you thrive in the AI era(11:49) Examples of high agency at Notion(13:52) What we might lose as roles merge(15:56) Advice for developing agency(17:42) Malleable software explained(20:43) The Dieter Rams video and design philosophy(24:00) The SaaS apocalypse debate(28:25) How product building has changed in the past two years(30:27) What's next in how we build products(34:16) Token spend and ROI conversations(37:39) Getting people to change how they work(39:04) Max's AI stack(41:41) Which roles AI will transform next(44:26) When companies will start caring about ROI(48:38) Why Notion AI is so successful(51:47) How to ship more quickly while maintaining quality(56:40) Building taste through iterations(1:00:09) What matters most in building successful products(1:05:06) Using the jobs-to-be-done framework(1:07:28) Hot take on universal basic income(1:09:26) What Max would do with AGI(1:10:53) Contrarian corner(1:13:14) Failure corner(1:16:20) Advice for young people in Silicon Valley(1:19:20) Lightning round and final thoughts—Referenced: https://www.lennysnewsletter.com/p/why-cultivating-agency-matters-more—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

Talking Feds
Trump's "Absolute Fiasco"

Talking Feds

Play Episode Listen Later Apr 20, 2026 58:36


In our latest Contrarian episode, Norm Eisen, Norm Ornstein, and Jen Rubin join Harry to assess new flashpoints in Trump's nonstop quest to escape accountability and his hasty efforts to claw free of his war in the Middle East. The group takes stock of Trump's stumbling attempts to find a deal with Iran, which seem likely to leave the U.S. weakened and isolated. The panel also weighs the bombshell state charges against an ICE agent and the odds that Trump could name two new Supreme Court justices before year's end.  Mentioned in this episode: The Contrarian:  https://contrarian.substack.com/ Norm Ornstein's podcast: https://podcasts.apple.com/us/podcast/dsrs-words-matter/id1420216970 The Robert Kagan article about America's changing place in the world: https://www.theatlantic.com/magazine/2026/03/trump-national-security-greenland-spheres-of-interest/685673/  The profile of Justice Alito: https://www.theatlantic.com/ideas/2026/04/samuel-alito-supreme-court-conservative/686756/  Norm Ornstein's kakistocracy article: https://www.theatlantic.com/politics/archive/2017/10/american-kakistocracy/542391/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Lenny's Podcast: Product | Growth | Career
Hard truths about building in the AI era | Keith Rabois (Khosla Ventures)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Apr 12, 2026 82:39


Keith Rabois was an early executive at PayPal (part of the famous PayPal Mafia), COO at Square, VP of Corporate Development at LinkedIn, and an early investor in Stripe, DoorDash, Airbnb, YouTube, Ramp, and Palantir. Currently he's managing director at Khosla Ventures. Also, he hasn't touched a computer since September 2010 (he does everything from an iPad).In our in-depth conversation, Keith shares:1. The barrels vs. ammunition hiring framework (and how to spot barrels)2. Why talking to customers is actively harmful for consumer products3. How to identify undiscovered talent4. Why the PM role is dying5. The three traits of the best-performing companies right now6. The specific interview question he asks every senior candidate7. Why CMOs (not engineers) are becoming the #1 consumer of tokens—Brought to you by:WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUsVanta—automate compliance, manage risk, and accelerate trust with AI—Episode transcript: https://www.lennysnewsletter.com/p/hard-truths-about-building-in-the-ai-era—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Keith Rabois:• X: https://x.com/rabois• LinkedIn: linkedin.com/in/keith• Website: https://www.khoslaventures.com—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 to Keith Rabois(01:59) Why Keith hasn't used a computer since 2010(04:52) The team you build is the company you build(07:40) How Keith learned to identify talent at PayPal(10:05) Tactics for getting better at hiring(15:31) The barrels vs. ammunition framework(18:52) What makes someone a barrel(22:36) How to attract the best talent(26:18) Building companies on undiscovered talent(27:53) Why better performance requires more pressure(32:36) Career advice in the age of AI(35:14) The future of the product triad(41:03) Why design and code are merging(49:35) What practicing law taught Keith about entrepreneurship(51:22) Contrarian takes on customer feedback(1:02:33) Identifying great AI opportunities(1:05:13) Advice for evaluating statrups (1:12:36) Criticizing in public vs. private(1:15:05) Failure corner(1:17:29) Lightning round—Referenced:• Square: https://squareup.com• Jack Dorsey on X: https://x.com/jack• Head of Claude Code: What happens after coding is solved | Boris Cherny: https://www.lennysnewsletter.com/p/head-of-claude-code-what-happens• Simon Willison's Weblog: https://simonwillison.net• Vinod Khosla on X: https://x.com/vkhosla• Peter Thiel on X: https://x.com/peterthiel• Max Levchin on X: https://x.com/mlevchin• David Sacks on LinkedIn: https://www.linkedin.com/in/davidoliversacks• Tony Xu on X: https://x.com/t_xu• David Sze on X: https://x.com/davidsze• Faire: https://www.faire.com• Max Rhodes on X: https://x.com/MaxRhodesOK• Jeffrey Kolovson on LinkedIn: https://www.linkedin.com/in/jeffreykolovson• Uncapped | Comparative Advantages w/ Keith Rabois: https://www.khoslaventures.com/posts/uncapped-comparative-advantages-w-keith-rabois• Lattice: https://lattice.com• Taylor Francis on LinkedIn: https://www.linkedin.com/in/taylor-francis-4ba49640• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein• The art of hiring: insights from Khosla Ventures, Airbnb, Ramp and Traba: https://ramp.com/velocity/the-art-of-hiring-insights• Eric Glyman: Seek out super individual contributors (ICs): https://ramp.com/velocity/the-art-of-hiring-insights#Eric-Glyman:-Seek-out-super-individual-contributors-(ICs)• Eric Glyman on X: https://x.com/eglyman• Mike Moore on LinkedIn: https://www.linkedin.com/in/mike-moore-802223177• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Why you should work much harder RIGHT NOW: https://marginalrevolution.com/marginalrevolution/2026/03/why-you-should-work-much-harder-right-now.html• Opendoor: https://www.opendoor.com• The Craft of Early Stage Venture | Peter Fenton, General Partner at Benchmark | Uncapped with Jack Altman: https://www.youtube.com/watch?v=vRiblwiXt-Q• Lovable: https://lovable.dev• The rise of the professional vibe coder (a new AI-era job) | Lazar Jovanovic (Professional Vibe Coder): https://www.lennysnewsletter.com/p/getting-paid-to-vibe-code• Building Lovable: $10M ARR in 60 days with 15 people | Anton Osika (co-founder and CEO): https://www.lennysnewsletter.com/p/building-lovable-anton-osika• Marc Andreessen: The real AI boom hasn't even started yet: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom• Jeremy Stoppelman on X: https://x.com/jeremys• The design process is dead. Here's what's replacing it. | Jenny Wen (head of design at Claude): https://www.lennysnewsletter.com/p/the-design-process-is-dead• Andy Warhol: https://en.wikipedia.org/wiki/Andy_Warhol• Curation and Algorithms: https://stratechery.com/2015/curation-and-algorithms• Ernest Hemingway: https://en.wikipedia.org/wiki/Ernest_Hemingway• William Shakespeare: https://en.wikipedia.org/wiki/William_Shakespeare• Evan Moore on X: https://x.com/evancharles• Andrew Mason on X: https://x.com/andrewmason• Read Taylor Swift's Full Viral Speech After Record-Breaking Awards Sweep: https://www.newsweek.com/entertainment/read-taylor-swift-full-acceptance-speech-record-breaking-awards-sweep-11745941• The Chainsmokers: Stories Behind the Songs, AI's Impact on Music, and Venture Investing | Uncapped with Jack Altman: https://www.youtube.com/watch?v=9GMSC-2pYnw&list=PLtpH7YnTL8ihy0nR2BV32n5VkRtqlDAS1&index=16• How to spot a top 1% startup early: https://www.lennysnewsletter.com/p/how-to-spot-a-top-1-startup-early• David Weiden on LinkedIn: https://www.linkedin.com/in/davidweiden• Alfred Lin on LinkedIn: https://www.linkedin.com/in/linalfred• Keith's post about vertical integration on X: https://x.com/rabois/status/870673635375104000• Jon Chu on X: https://x.com/jonchu• Kanu Gulati on X: https://x.com/KanuGulati• Rogo: https://rogo.ai• Profound: https://www.tryprofound.com• Basis: https://www.getbasis.ai• Spellbook: https://www.spellbook.legal• Roelof Botha on X: https://x.com/roelofbotha• Delian Asparouhov on LinkedIn: https://www.linkedin.com/in/delian-asparouhov-87447742• Lessons From Keith Rabois, Essay 1: How to become a Venture Capitalist: https://delian.io/lessons-1• Velocity over everything: How Ramp became the fastest-growing SaaS startup of all time | Geoff Charles (VP of Product): https://www.lennysnewsletter.com/p/velocity-over-everything-how-ramp• Nuremberg on AppleTV+: https://tv.apple.com/us/movie/nuremberg/umc.cmc.3sg4y0382byupy76bfy7307k4• Eight Sleep: https://www.eightsleep.com• “NO DAYS OFF”—Bill Belichick on X: https://x.com/SNFonNBC/status/829036279069364224—Recommended books:• Creativity, Inc.: Overcoming the Unseen Forces That Stand in the Way of True Inspiration: https://www.amazon.com/Creativity-Inc-Overcoming-Unseen-Inspiration/dp/0812993012• The Jordan Rules: The Inside Story of One Turbulent Season with Michael Jordan and the Chicago Bulls: https://www.amazon.com/Jordan-Rules-Sam-Smith/dp/0671796666• The Upside of Stress: Why Stress Is Good for You, and How to Get Good at It: https://www.amazon.com/Upside-Stress-Why-Good-You/dp/1101982934—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

Optimal Finance Daily
3523: Is Value Investing Dead by Vitaliy Katsenelson of Contrarian Edge on Value Investing

Optimal Finance Daily

Play Episode Listen Later Apr 12, 2026 11:38


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3523: Vitaliy Katsenelson challenges the idea that value investing is obsolete, explaining how low interest rates and inflated expectations have skewed performance in favor of growth stocks. Drawing on timeless principles from Benjamin Graham and Warren Buffett, he presents value investing as a disciplined, long-term philosophy that prioritizes price and realism over market hype. Quotes to ponder: "Value investing to me is a philosophy that is governed by what I call the six Commandments of value investing" "Something is overvalued doesn't mean it can't get more overvalued" "You can turn any investment into a bad deal by paying too much" Episode references: The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661 Learn more about your ad choices. Visit megaphone.fm/adchoices

Deep State Radio
The Daily Blast: Finally, Trump's Ex-Allies Call for 25th Amendment: “He's Gone Insane”

Deep State Radio

Play Episode Listen Later Apr 8, 2026 21:34


Donald Trump's deranged threat to obliterate Iranian civilization entirely has prompted powerful pushback from some former MAGA allies. Some are suggesting it's time to invoke the 25th Amendment to remove him, including Alex Jones, Anthony Scaramucci, and Marjorie Taylor Greene, who tweeted that “he has gone insane.” Tucker Carlson called on military officials not to follow illegal orders to attack civilian infrastructure. After we recorded, Trump temporarily postponed the assault. But the conversation about his unfitness has been reopened. We talked to Jennifer Rubin, editor-in-chief of The Contrarian and author of a good piece on Trump's vow of genocide. We discuss the gravity of Trump's war-crime threats, the cowardice of Republicans who keep enabling this madman, and how we can keep the removal talk alive. Looking for More from the DSR Network? Click Here: https://linktr.ee/deepstateradio Learn more about your ad choices. Visit megaphone.fm/adchoices