Podcasts about Disruption

March 20, 2026Israeli forces hit South Pars gas field, Trump criticizes NATO for not joining the Iran war, International Energy Agency says conflict in Middle East has created the largest supply disruption in the history of the global oil market, Trump claims troops aren't being sent to Iran but Pentagon is moving Marines to the Middle East, Administration is considering an assault on Kharg Island, Key inflation measures show higher prices, War is costing over $1 billion a day, Iran war is historically unpopular, Republicans in Congress won't hold hearings demanded by Democrats, Concerns about an extended war drive down the stock market.Watch today's recording here: https://www.youtube.com/live/g9TUa1Rwd6U?si=T8_KKcHQZElhpnZ-Get full, free access to Letters from an American here: https://heathercoxrichardson.substack.com/subscribeYou can also find me:Bluesky: https://bsky.app/profile/hcrichardson.bsky.socialInstagram: https://www.instagram.com/heathercoxrichardson/?hl=enFacebook: https://www.facebook.com/heathercoxrichardson/YouTube: https://www.youtube.com/@heathercoxrichardson Get full access to Letters from an American at heathercoxrichardson.substack.com/subscribe

Tout le monde voulait que Heetch crève... et personne n'avait encore osé raconter ce que ça a vraiment coûté de tenir. Teddy Pellerin, co-fondateur, choisit Off the Record pour briser ce silence.Né d'un besoin simple  (rentrer en sécurité après une soirée parisienne) Heetch a incarné l'économie collaborative avant que le terme soit galvaudé. Mais dès que le modèle décolle, il devient la cible de tous : taxis, État, et même de ses propres alliés supposés.La guerre avec les taxis monte, menaces, intimidations, des centaines de gardes à vue de chauffeurs, puis des fondateurs eux-mêmes, pendant qu'Uber propose un rachat. Refuser semblait évident à l'époque, mais cette décision plonge Heetch dans une spirale judiciaire qui aurait pu bien finir avec la boîte.BlaBlaCar, seule licorne française de l'époque, aurait pu les sauver mais elle choisit de se protéger et contribue à écrire la loi qui les condamne. Relancés en VTC, présents en Afrique, ils misent aujourd'hui sur un modèle inédit où les chauffeurs fixent leur prix. La vraie question reste ouverte : peut-on encore exister dans un marché où la taille finit toujours par gagner ?Heetch incarne un dilemme que l'écosystème français n'a pas encore tranché : peut-on bâtir une alternative durable sans l'échelle de ceux qu'on combat ?La newsletter de Heetch : https://www.linkedin.com/newsletters/tout-ne-fut-pas-rose-7423832158483406848/ ===================❤️ NOS PARTENAIRES===================QONTO, découvrir l'outil de facturation électronique inclus dans toutes les offres Qonto : https://qonto.com/fr/invoicing/e-invoicing CODE PROMO : SILICON50CORUM USA, La première SCPI aux États-Unis pour emmener votre épargne encore plus loin : https://www.corum.fr/nos-scpi/corum-usa========================❤️ LIKE, FOLLOW & PARTAGE========================

This is The Zone of Disruption! This is the I AM RAPAPORT: STEREO PODCAST! His name is Michael Rapaport aka The Gringo Mandingo aka aka The People's Pickle aka The Jewish Brad Pitt aka Captain Colitis aka The Disruptive Warrior aka Mayor Rapaport 2029 and he is here to discuss: Turning 56 Cade Cunningham collapsed lung NBA Playoffs Push Oscars Reaction To The Winners Doc Recomendation & a whole lotta mo'. This episode is not to be missed! CaptainPicks To Win In Sports Betting: https://www.winible.com/checkout/1357777109057032537?store_url=/captainpicks&c=kickoff Rate & Review on Apple Podcasts or Spotify Send questions & concerns to: iamrapaportpodcast@gmail.com Subscribe to Rapaport's Reality Feeds: iHeartRadio: https://www.iheart.com/podcast/867-rapaports-reality-with-keb-171162927/ Apple Podcasts: https://podcasts.apple.com/us/podcast/rapaports-reality-with-kebe-michael-rapaport/id1744160673 Spotify: https://open.spotify.com/show/3a9ArixCtWRhfpfo1Tz7MR Pandora: https://www.pandora.com/podcast/rapaports-reality-with-kebe-michael-rapaport/PC:1001087456 Amazon Music: https://music.amazon.com/podcasts/a776919e-ad8c-4b4b-90c6-f28e41fe1d40/rapaports-reality-with-kebe-michael-rapaport Stand Up Comedy Tickets on sale at: MichaelRapaportComedy.com If you are interested in NCAA, MLB, NBA, NFL & UFC Picks/Parlays Follow @CaptainPicksWins on Instagram & subscribe to packages at www.CaptainPicks.com www.dbpodcasts.com Produced by DBPodcasts.comFollow @dbpodcasts, @iamrapaport, @michaelrapaport on TikTok, Twitter & InstagramMusic by Jansport J (Follow @JansportJ) www.JansportJMusic.comSee omnystudio.com/listener for privacy information.

The day after the U.S. and Israel began the war with Iran, President Trump said the strikes would last four to five weeks. Now, as the war begins its fourth week, Iran's regime is severely weakened, but is still retaliating. Compass Points moderator Nick Schifrin discusses where the war goes from here with Michael Doran, Miad Maleki, Vali Nasr and Dana Stroul. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Oil and water are both strategic in the war with Iran. Disruptions to either resource in the Middle East could further impact energy, food prices, fertilizer and other goods here at home. Amy Jaffe, director of the energy, climate justice, and sustainability lab at New York University, and Shafiqul Islam, director of the Water Diplomacy Program at Tufts University, join The Excerpt to explain the impact on Americans.Let us know what you think of this episode by sending an email to podcasts@usatoday.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kevin Green updates viewers on the latest crude oil news as countries struggle to make up supply. He notes that oil and the dollar are, unusually, moving in lockstep. Kevin explains how attacks on LNG facilities are adding to the energy pressures, and why they will be more difficult to bring back online – and how it's impacting Taiwan, the preeminent semiconductor maker. He highlights Cheniere Energy (LNG) as a “stable player” in this space and covers how U.S. energy exports could change.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

The bigger crisis with the Strait of Hormuz isn't oil — it's fertilizer, says Jake Hanley. He walks investors through how disruption in the strait impacts one-third of the world's fertilizer supply and will impact how people across the globe get their food. ======== 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In this latest episode of the More From Sam series, Sam and Jaron talk about current events. They discuss the Iran war and the Trump administration's shambolic messaging, antisemitism and moral confusion on the left and right, the spread of conspiracism, finding contentment in uncertain times, AI's looming disruption of white-collar work, wealth inequality and the ultra-rich's failures of philanthropy, Louis Theroux's documentary on the manosphere, and other topics. If the Making Sense podcast logo in your player is BLACK, you can SUBSCRIBE to gain access to all full-length episodes at samharris.org/subscribe.

Chief Marketing Officer Jessica Jensen is positioning the platform as a "port in the storm" for job seekers navigating a tough market. She discusses how the message is coming to life in a new campaign from McCann NY. Plus, Jensen describes how LinkedIn is changing its tactics as AI and macroeconomic factors reshape the future of work. She also talks about how LinkedIn is attracting new users, including creators and advertisers beyond its typical B2B target audience.

Small businesses affected by ICE crackdowns could get relief, Applebee's is shifting its marketing strategy, and agentic AI is cropping up more in restaurants

In this episode, James Patterson discusses navigating life's disruptions and shares insights on adapting and thriving in life.. He also discusses managing negative thoughts and balancing ambition with contentment. James shares insights from his writing career, co-authoring experiences, and personal life, including parenting and the importance of prioritizing family, health, friends, and spirit. The conversation blends practical advice, engaging stories, and reflections on adapting to change, offering listeners inspiration and tools for navigating both personal and professional challenges. Exciting News!!! Coming in March, 2026, my new book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠How a Little Becomes a Lot: The Art of Small Changes for a More Meaningful Life is now available for pre-orders!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Key Takeaways: Discussion of James Patterson's new book, Disrupt Everything and Win: Take Control of Your Future. Exploration of how individuals and organizations can adapt to change and leverage disruption. The metaphor of the “two wolves” representing positive and negative qualities within individuals. Insights into Patterson's writing process and creative journey. Reflections on co-writing experiences with various collaborators. The balance between ambition and contentment in personal and professional life. The importance of storytelling and practical tools in business and self-help contexts. Patterson's early career in advertising and its influence on his writing and approach to disruption. The significance of maintaining balance in life, using the metaphor of juggling five balls. Personal anecdotes and reflections on travel, parenting, and life philosophy. For full show notes:⁠⁠ ⁠⁠⁠⁠click here⁠⁠⁠!⁠⁠⁠ If you enjoyed this conversation with James Patterson, check out these other episodes: How to Find Real Life in Stories with George Saunders Life Transitions with Bruce Feiler By purchasing products and/or services from our sponsors, you are helping to support The One You Feed, and we greatly appreciate it. Thank you! This episode is sponsored by: Pebl – an AI-powered platform that helps companies hire and manage global teams in 185+ countries. Get a free estimate at hipebl.ai Brodo Broth: Shop the best broth on the planet with Brodo.  Head to Brodo.com/TOYF for 20% off your first subscription order and use code TOYF for an additional $10 off. Alma is on a mission to simplify access to high-quality, affordable mental health care. Visit helloalma.com to learn more! Learn more about your ad choices. Visit megaphone.fm/adchoices

Major shipping routes including the Strait of Hormuz face potential blockages while countries from Kuwait to Vietnam implement emergency energy measures. This emerging supply chain crisis is reshaping global trade patterns and creating both risks and opportunities across multiple sectors.Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Prudential Financial, Inc. (PRU), Global Supply Chain Crisis 2.0: Energy Disruption and Investment Implications, Are We in Trouble?, Meren Energy Inc. (MRNFF), Altria Group, Inc. (MO), Substantially Equal Periodic Payments (SEPP-72t), Shale Oil.Introducing our Third Annual InvestTalk Market Madness! Join the mayhem before May 18th at 11:59 pm PST for the chance to win $1,500! Fill out your bracket below: https://kppfinancial.com/investtalk-madnessOur Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

"It's our belief this could end up lasting longer" than markets are pricing in, says Sam Stovall on the U.S.-Iran War. He turns back the pages of history books to explain how prior crude oil disruptions which led to bear markets compare and contrast to what we're seeing today. Sam also notes Archer-Daniels-Midland (ADM), Walmart (WMT), and Nvidia (NVDA) as stocks to watch ahead. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

PREVIEW FOR LATER: John Hardieexamines how the Iran war affects Ukraine's defense and global oil markets. He details U.S. Treasury waivers on Russian oil sanctions intended to mitigate supply disruptions caused by the Strait of Hormuz closure. (3)UKRAINE

────────────────────────────────────────00:00:44:04 — Trump Accused of Triggering Global Economic PanicEscalating conflict with Iran and erratic policy decisions raise fears of shortages, supply disruptions, and global economic instability. Emergency consultations inside the White House signal growing concern about the fallout. ────────────────────────────────────────00:10:19:06 — Growing Public Suspicion About COVID Vaccine DeathsPolling shows a majority of Americans now suspect the COVID-19 vaccines contributed to mass deaths. The shift reflects collapsing public trust in pharmaceutical companies and health regulators. ────────────────────────────────────────00:25:32:10 — Strait of Hormuz Conflict Threatens Global Semiconductor ProductionHelium shipments essential for semiconductor manufacturing pass through routes now threatened by war. Disruptions could halt chip fabrication and ripple through the global technology industry. ────────────────────────────────────────00:30:38:20 — Global Shipping Gridlock Emerges in the Persian GulfContainer carriers report vessels trapped in the Gulf as attacks on shipping intensify. Even if fighting stops, weeks of backlog could disrupt global trade flows. ────────────────────────────────────────00:40:11:24 — Military Warned Iran Would Likely Close the Strait of HormuzU.S. military briefings predicted Iran could mine the strait or deploy missiles and drones against shipping. Despite these warnings, escalation continued. ────────────────────────────────────────00:53:54:03 — Industrial Supply Chains Begin Failing as Energy Shock SpreadsEnergy disruptions begin affecting manufacturing and heavy industry. Rising fuel costs and shipping interruptions ripple across global supply chains. ────────────────────────────────────────00:56:58:26 — Trump Calls for Foreign Navies to Help Secure Strait of HormuzThe United States urges other countries to send warships to reopen the vital shipping corridor. The request underscores the scale of the unfolding energy crisis. ────────────────────────────────────────01:02:09:11 — Iranian Drone Strikes Threaten Gulf Financial InfrastructureDrone attacks expand beyond military targets and begin threatening financial institutions tied to Gulf oil trade and dollar settlement systems. Banks move staff and operations as economic risks escalate. ────────────────────────────────────────01:07:42:01 — Strait of Hormuz Effectively Shut Down by Missile and Drone ThreatsMissile and drone strikes against commercial vessels create a de facto closure of the strait. Tankers and cargo ships avoid the area as global energy supplies face severe disruption. ────────────────────────────────────────01:12:50:26 — Rumors Spread That Netanyahu Was Killed in AirstrikeClaims circulate that Israeli Prime Minister Benjamin Netanyahu was killed or seriously injured in an attack near his residence. His disappearance from public meetings intensifies speculation about his condition. ────────────────────────────────────────01:27:46:27 — Pentagon Deploys Marines and Assault Ship Toward HormuzThe USS Tripoli and roughly 2,500 Marines are sent toward the Persian Gulf to help reopen the strait. Military analysts warn that operations in the region could be extremely dangerous. ────────────────────────────────────────02:01:00:06 — Religious Liberty Commissioner Removed After Criticizing ZionismCarrie Prejean Boller says she was removed from a federal religious liberty commission after questioning whether criticism of Israel should be labeled antisemitism. The dismissal sparks debate over free speech and religious liberty. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

────────────────────────────────────────00:00:44:04 — Trump Accused of Triggering Global Economic PanicEscalating conflict with Iran and erratic policy decisions raise fears of shortages, supply disruptions, and global economic instability. Emergency consultations inside the White House signal growing concern about the fallout. ────────────────────────────────────────00:10:19:06 — Growing Public Suspicion About COVID Vaccine DeathsPolling shows a majority of Americans now suspect the COVID-19 vaccines contributed to mass deaths. The shift reflects collapsing public trust in pharmaceutical companies and health regulators. ────────────────────────────────────────00:25:32:10 — Strait of Hormuz Conflict Threatens Global Semiconductor ProductionHelium shipments essential for semiconductor manufacturing pass through routes now threatened by war. Disruptions could halt chip fabrication and ripple through the global technology industry. ────────────────────────────────────────00:30:38:20 — Global Shipping Gridlock Emerges in the Persian GulfContainer carriers report vessels trapped in the Gulf as attacks on shipping intensify. Even if fighting stops, weeks of backlog could disrupt global trade flows. ────────────────────────────────────────00:40:11:24 — Military Warned Iran Would Likely Close the Strait of HormuzU.S. military briefings predicted Iran could mine the strait or deploy missiles and drones against shipping. Despite these warnings, escalation continued. ────────────────────────────────────────00:53:54:03 — Industrial Supply Chains Begin Failing as Energy Shock SpreadsEnergy disruptions begin affecting manufacturing and heavy industry. Rising fuel costs and shipping interruptions ripple across global supply chains. ────────────────────────────────────────00:56:58:26 — Trump Calls for Foreign Navies to Help Secure Strait of HormuzThe United States urges other countries to send warships to reopen the vital shipping corridor. The request underscores the scale of the unfolding energy crisis. ────────────────────────────────────────01:02:09:11 — Iranian Drone Strikes Threaten Gulf Financial InfrastructureDrone attacks expand beyond military targets and begin threatening financial institutions tied to Gulf oil trade and dollar settlement systems. Banks move staff and operations as economic risks escalate. ────────────────────────────────────────01:07:42:01 — Strait of Hormuz Effectively Shut Down by Missile and Drone ThreatsMissile and drone strikes against commercial vessels create a de facto closure of the strait. Tankers and cargo ships avoid the area as global energy supplies face severe disruption. ────────────────────────────────────────01:12:50:26 — Rumors Spread That Netanyahu Was Killed in AirstrikeClaims circulate that Israeli Prime Minister Benjamin Netanyahu was killed or seriously injured in an attack near his residence. His disappearance from public meetings intensifies speculation about his condition. ────────────────────────────────────────01:27:46:27 — Pentagon Deploys Marines and Assault Ship Toward HormuzThe USS Tripoli and roughly 2,500 Marines are sent toward the Persian Gulf to help reopen the strait. Military analysts warn that operations in the region could be extremely dangerous. ────────────────────────────────────────02:01:00:06 — Religious Liberty Commissioner Removed After Criticizing ZionismCarrie Prejean Boller says she was removed from a federal religious liberty commission after questioning whether criticism of Israel should be labeled antisemitism. The dismissal sparks debate over free speech and religious liberty. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Mark Neale, founder and chief executive of Mountain Warehouse - the outdoor clothing company - joins Will Bain for this episode of Big Boss Interview to discuss how conflict in the Middle East, tariff volatility and UK economic policy are affecting retailers and the wider economy.Disruption to global shipping routes is already pushing up costs for businesses importing goods from Asia. Prior to the latest US/Isarael war against Iran ,attacks on commercial vessels in the Red Sea had effectively closed the Suez Canal to many freight ships for nearly a year, forcing cargo to travel around the Horn of Africa instead. That detour adds roughly two weeks to delivery times and significantly increases freight costs. Neale says companies have built greater resilience into supply chains since the pandemic, but sustained disruption in from the latest conflict will eventually feed through into higher prices if the situation continues.Trade policy is creating further uncertainty due to the impact of American tariffs. Neale questions what such tariff policies are designed to achieve, arguing that no realistic trade regime is going to bring garment manufacturing back to the United States. He also says they've tried diversify away from Chinese made clothes as a result.The interview also examines the state of the UK economy. Neale argues the country has lost “the best part of a year of growth” because the government repeatedly emphasised how broken parts of the country were — from the NHS to the economy — without setting out a clear positive vision for growth. When the new administration arrived, he says, inflation and interest rates were already beginning to fall and there were early signs of recovery emerging. Neale compares the situation to a new chief executive taking over a struggling company: you acknowledge the problems, but you also need to rally the workforce with a plan.Hiring and labour regulation are another concern. Neale describes the government's proposed Employment Rights Bill as “the let's make it more difficult for people to get a job Bill”, warning that additional regulation may make businesses more cautious when recruiting. With around a million people in the UK currently out of work due to long-term sickness, he argues that policies which increase perceived hiring risk could make it harder for people trying to re-enter the workforce to get an opportunity.Competition for jobs is already intense. When Mountain Warehouse opened a new store in Wigan, 493 people applied for just ten roles, including more than 100 applicants for the store manager position alone. Neale says that when employers face such large applicant pools alongside stricter employment rules, they are more likely to choose the safest candidate — potentially shutting out those who most need a chance.Presenter: Will Bain Producer: Olie D'Albertanson Editor: Henry Jones00:00 Sean and Will start the show 01:45 Mark Neale joins BBI 02:28 From rollerblades to Mountain Warehouse 08:17 Freight concerns & Middle East disruption 11:38 Diversifying supply chain away from China 17:44 Government stamping out green shoots of recovery & lost year of growth 25:39 Employment Rights Bill impact & unintended consequences for hiring 29:33 De minimis, ideal high street & long-term confidence

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Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Shawn Kim, Head of Morgan Stanley's Asia Technology Team.Today: why the Strait of Hormuz closure may matter to the global technology industry.It's Friday, March 13th, at 8 pm in Taipei. AI and advanced chips may represent the cutting edge of technology, but they depend on something far more basic: that's energy. And a large share of that energy flows through one narrow shipping lane in the Middle East – the Strait of Hormuz. When energy supply chains are disrupted, the effects can quickly ripple into semiconductor manufacturing.Advanced semiconductor fabrication is, in fact, one of the most energy‑intensive industrial processes in the world. Take Taiwan, for example – home of the world's largest share of leading-edge chip production. Just one major manufacturer alone accounts for roughly 9–10 percent of the country's total electricity consumption. That scale of energy use means the stability of power supply is critical.Taiwan relies heavily on imported LNG to generate electricity. But storage levels are limited. It maintains roughly one and half weeks worth of LNG inventory, with several additional weeks supplied by vessels currently at sea. If shipping through the Strait of Hormuz were significantly disrupted, that supply chain could come under pressure. The immediate impact might not necessarily be an outright shortage – but rising energy costs could still affect semiconductor production economics. And that's important because advanced chips are foundational to everything from cloud computing to artificial intelligence systems.Energy isn't the only potential bottleneck. Another lesser-known input in the semiconductor ecosystem is sulfur. More than 90 percent of the world's sulfur supply is produced as a by‑product of oil refining. That sulfur is then used to produce sulfuric acid, a key chemical that supports semiconductor materials, metal processing, and battery components.Disruptions in oil refining tied to shipping constraints or energy market shocks could also affect sulfur supply. In other words, a disruption in energy markets could trigger second‑order effects across multiple layers of the technological supply chain. And those effects extend beyond chips themselves. The downstream impact touches industries tied to electrification, data centers, and advanced electronics manufacturing.History also offers some lessons learned about how technology markets react when energy prices spike. During periods of major oil price surges – such as in 2008 and again in 2021 through 2022 – semiconductor equities experienced significant drawdowns. In both cases, semiconductor stocks declined by roughly 30 percent before reaching an inflection point. The mechanism is fairly intuitive. Higher oil prices raise costs across the economy and can weaken consumer spending. At the same time, companies building energy‑intensive infrastructure – like large‑scale AI data centers – may face higher operating costs and low revenues.So when energy markets move sharply, technology markets often move with them. A disruption in the Strait of Hormuz wouldn't automatically halt chip production, but it could ripple through power costs, materials supply, and the economics of building AI infrastructure. And that highlights an important reality for investors: the future of technology isn't just written in code. It's powered by energy, by infrastructure, and the fragile global networks behind the digital economy.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Let's talk about Iran's new leader, oil disruptions, intelligence, and Trump's lack of planning....

When life gets in the way of your plans, you can throw it all out the window or you can accommodate by designing what happens next. Was this helpful? If so then you need to check out the 7 Fundamentals Of Self Improvement which features short summaries of the most popular and impactful episodes from the past 7 years.Takes only 5 minutes to read through them today but it'll help you avoid years of making things so much harder than they need to be. Plus, I bet you'll be surprised to learn what they are...

AI just learned how to make itself smarter. That's not a hypothetical anymore. Recursive self-learning is here, and it's changing everything about how AI develops.   This week on AI For Humans, we break down Andrej Karpathy's new AutoResearch project and what recursive self-improvement actually means for the rest of us. Plus, Anthropic's massive Time magazine profile reveals just how fast Claude is writing its own code, Meta quietly acquired an AI agent social network called MoltBook, Replit drops V4, Perplexity launches computer use, Gemini finally shows up in Google Docs and Maps, Cloudflare does a full 180 on web scraping, Figure's robot cleans an entire living room, and there's a robot horse.    We're sure that's fine.   AI IS IMPROVING ITSELF AND WE'RE JUST SITTING HERE WATCHING.   #ai #artificialintelligence #aiforhumans  Come to our Discord: https://discord.gg/muD2TYgC8f Join our Patreon: https://www.patreon.com/AIForHumansShow AI For Humans Newsletter: https://aiforhumans.beehiiv.com/ Follow us for more on X @AIForHumansShow Join our TikTok @aiforhumansshow To book us for speaking, please visit our website: https://www.aiforhumans.show/ // Show Links // Karpathy's AutoResearch: Recursive Self-Learning https://x.com/karpathy/status/2031135152349524125?s=20 AutoResearch GitHub Repository https://github.com/karpathy/autoresearch Sam Altman on Multi-Day and Multi-Week AI Agent Work https://youtu.be/sTnl8O_BuuE?si=xaWYyqYbVJYzOvYZ HBR: When Using AI Leads to Brain Fry https://hbr.org/2026/03/when-using-ai-leads-to-brain-fry Anthropic's Big Time Magazine Profile: Claude, the Pentagon, and Disruption https://time.com/article/2026/03/11/anthropic-claude-disruptive-company-pentagon/ Claude's Rapid Shipping Pace https://x.com/claudeai/status/2032124273587077133?s=20 Paperclip Open Sourced: AI-Powered Company Management https://x.com/dotta/status/2029239759428780116?s=20 Meta Acquires MoltBook AI Agent Social Network https://www.axios.com/2026/03/10/meta-facebook-moltbook-agent-social-network Replit V4 Launch https://x.com/amasad/status/2031755113694679094?s=20 Perplexity Computer Use https://x.com/perplexity_ai/status/2031790180521427166?s=20 Claude Code Makes Videos Now https://x.com/josephdviviano/status/2031196768424132881?s=20 Gavin's Claude Code Video Experiment https://x.com/gavinpurcell/status/2031487595717226955?s=20 Gavin's Claude Code Bio Video https://x.com/gavinpurcell/status/2031620238689898770?s=20 Gemini Comes to Google Docs and More https://x.com/OfficialLoganK/status/2031374503599567113?s=20 Gemini in Google Maps: Ask Maps with Immersive Navigation https://blog.google/products-and-platforms/products/maps/ask-maps-immersive-navigation/ Gemini Embeddings https://x.com/OfficialLoganK/status/2031411916489298156?s=20 Runway Characters https://x.com/runwayml/status/2031028120971571687?s=20 Cloudflare Launches /Crawl So All Sites Can Be Scraped https://x.com/CloudflareDev/status/2031488099725754821?s=20 Figure Robot Does Full Autonomous Living Room Cleanup https://x.com/Figure_robot/status/2031038981333565949?s=20 Deep Robotics Robot Horse https://x.com/DeepRobotics_CN/status/2031910951465992535?s=20 Real-Time Skeletal Visualization with Three.js https://x.com/nick_bisesi/status/2031728629592289591?s=20 Taking Halo ISO and Getting It to Play on Mac https://x.com/JasonBotterill/status/2031855986303254926?s=20 AI Tennis Prediction https://x.com/phosphenq/status/2031400355167117498 Green Code YouTube Channel: AI Explainers https://www.youtube.com/@Green-Code LotR x Pawn Stars AI Video Mashup https://www.reddit.com/r/aivideo/comments/1rqgolw/wrong_universe_lotr_vs_pawn_stars_ai_mashup/  

Nader is Argus' Middle East editor, based in Dubai. Argus is a leading independent provider of global energy and commodity market intelligence. Nader has more than 15 years of experience covering oil and gas in the region, and today heads up the company's Middle East and OPEC coverage. Prior to moving to Argus in 2015, Nader spent five years with the Middle East Economic Survey (MEES) weekly in Cyprus. In this podcast, we discuss: Inevitable Escalation with Iran  Iran's Decentralised Resilience The Rise of Mojtaba Regional Retaliation Strategy The Hormuz Choke Point Modern Tanker War Risks 8 Million Barrels Offline Limits of the Global SPR Sentiment-Driven Volatility Houthi Autonomy and the Red Sea 

We assess the situation in the Strait of Hormuz as the US secretary of defense, Pete Hegseth, downplays the disruption. Plus: Joanna Dudley and Rufus Didwiszus look ahead to their arts projects around the world. See omnystudio.com/listener for privacy information.

Mark Gibbens and Matt Maher comb through Adobe (ADBE) earnings. Matt says fundamentals are “really strong,” highlighting their growth in monthly active users and tripling annual recurring revenue in AI products. However, two major headwinds come from AI-native tools and the CEO stepping down. Mark agrees that the CEO succession is a “pretty big deal,” but thinks it's the right move in the long run. He argues the market is thinking that “the numbers look pretty good…but what about five years from now?”======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

A.M. Edition for Mar. 12. Oil prices briefly topped $100 a barrel following a wave of new Iranian attacks on vessels in the Persian Gulf. WSJ reporter Chelsey Dulaney helps break down the economic winners and losers of what the International Energy Agency now says is the biggest oil supply disruption ever. Plus, President Trump returns to the tariff drawing board. And a new study finds AI isn't lightening workloads. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

More than 30 countries have agreed to release 400 million barrels of oil from strategic reserves as the war-driven supply shock sends crude above $100 a barrel. U.S. Energy Secretary Chris Wright discusses America's plan to release 172 million barrels from the Strategic Petroleum Reserve, the effort to stabilize oil prices, and whether the U.S. Navy could help escort tankers through the Strait of Hormuz. Then, CNBC's Dan Murphy reports on Iran's escalating attacks on shipping and energy infrastructure across the Gulf. And, Defense Department CTO Emil Michael takes aim at Anthropic's AI models over concerns about ideology in military supply chains. Plus, Elon Musk unveils the new Tesla-xAI project “Macrohard,” and CNBC's Eamon Javers reports on the Trump administration's next tariff steps.   Sec. Chris Wright - 15:39 Emil Michael - 33:28   In this episode: Sec. Chris Wright, @SecretaryWright Eamon Javers, @EamonJavers Andrew Ross Sorkin, @andrewrsorkin Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A couple of weeks ago, a blizzard basically brought New England to a standstill, and Cape Cod was hit even harder- no power and heat for three days.  So when power was restored, it got us thinking about not only weather-related training disruptions, but also ANY training disruptions.  From illness to injury to just life- what do you do when you can't train consistently and how do you get back on track safely?  

In this episode of Mottek on Money, host Frank discusses the ongoing Iran war and its impact on the global economy. Steve Forbes, Chairman of Forbes Media, joins the show to share his insights on the situation. They dive into the latest news on oil prices, inflation, and the potential consequences of the war. Steve also shares his thoughts on the US economy, the Federal Reserve, and the importance of addressing the private credit situation. The conversation also touches on the potential risks of a global liquidity crisis and the importance of maintaining a strong stance on trade with China.See omnystudio.com/listener for privacy information.

If you are dealing with fatigue that won't lift, brain fog that clouds your thinking, or immune symptoms that flare unpredictably, this episode will help you understand why your gut may be influencing all of them.In this episode of Renegade Remission, we explore how the microbiome regulates immune balance, neurological function, and systemic signaling far beyond digestion.You'll hear a real clinical example from ulcerative colitis research showing that when the microbial ecosystem shifts, immune behavior shifts alongside it. From there, we break down the mechanisms linking gut imbalance to fatigue, cognitive changes, barrier dysfunction, and immune dysregulation. Finally, we look at immune training in the gut, intestinal permeability, the gut–brain axis, short-chain fatty acids, and microbial roles in detoxification..In this episode, you'll understand:Why gut imbalance can influence energy, cognition, and immune stabilityHow microbial signaling shapes systems far beyond digestionThe connection between barrier integrity and whole-body symptomsWhy neurological and immune symptoms often overlapThe most realistic ways to begin supporting gut balance without restrictive dietsInstead of treating symptoms as separate problems, you'll see how they may share a common regulatory hub.Listen now to understand how your gut may be influencing fatigue, cognitive clarity, and immune function and choose one gentle shift you can begin this week.DisclaimerThis podcast is for educational purposes only and does not offer medical advice. Consult your licensed healthcare provider before making any changes to your treatment or health regimen. Reliance on any information provided is solely at your own risk.This podcast explores stories and science around ALS, dementia, MS, cancer, mind body recovery, healing, functional medicine, heart disease, regression, remission, integrative medicine, autoimmune conditions, chronic illness, terminal disease, terminal illness, holistic health, quality of life, alternative medicine, natural healing, lifestyle medicine, and remission from cancer, offering hope and insights for those seeking resilience and renewal.

What does the Bible actually say about women in ministry — and what does it look like when a church builds a culture around it? Heather Schott sits down with four women who pastor, preach, lead campuses, and raise families inside Mercy Culture — Pastors Jasmine Weiler, Dehavilland Ford, Maggie Wakefield, and Nikki Cody — for an honest, unfiltered conversation about biblical empowerment of women in the church. They cover: Ordaining by calling — not gender or marital status Breaking free from "stay in your lane" limitations Being equipped to lead, not just placed as a trophy Raising kids in the calling — not around it How women lead men through spiritual authority, not competition Navigating ministry with an unsaved or unsupportive husband Real stories of breakthrough, prophetic dreams, miracles, and healing Closing prayers to break the spirit of religion — and for the Deborahs, Esthers, and Marys to rise This isn't a debate. It's a living display of what healthy, biblical empowerment of women looks like in practice.

What if the reason you still feel “off” — despite eating well, managing stress, and taking supplements — lies deeper than hormones alone? In this episode of The Hormone Genius Podcast, Teresa Kenney and Jamie Rathjen sit down with Star Edwards, MS, RD, LD, a Registered Dietitian specializing in Integrative and Functional Medical Nutrition Therapy. Star has a deep passion for the rapidly evolving science of the gut microbiome and works to help healthcare practitioners better understand how microbiome testing and restoration strategies can support patient care. Star's work bridges the gap between emerging microbiome research and practical clinical application. With experience spanning functional medicine testing, provider education, public speaking, and product development, she brings a unique perspective on how clinicians can incorporate microbiome insights into everyday practice. During this conversation, Star explains why the gut microbiome plays such a critical role in whole-body health. The trillions of microbes living in the gut influence digestion, immune function, metabolism, hormone balance, and even mood and sleep. Disruptions in the microbial ecosystem — sometimes called dysbiosis — have been linked to a wide range of chronic conditions, including metabolic disorders, inflammatory conditions, and hormonal imbalance. One of the challenges clinicians face is understanding how to accurately measure the microbiome and translate that information into meaningful action for patients. Star discusses the role of advanced microbiome testing and how newer technologies are helping practitioners gain deeper insights into microbial communities and their functions. In this episode, we also explore the work of Tiny Health, a health technology company focused on microbiome testing across all stages of life. Their testing platform uses shotgun metagenomic sequencing, considered a gold-standard method in microbiome research, which analyzes microbial DNA to identify bacteria, viruses, fungi, and other organisms present in the gut or vaginal microbiome. This technology can screen for more than 120,000 microbes and provide strain-level insights into the microbiome ecosystem. Star shares how microbiome testing may be especially relevant for women navigating fertility challenges, hormone imbalance, pregnancy, postpartum recovery, and perimenopause. Because the gut microbiome interacts closely with hormone metabolism, immune regulation, and metabolic health, improving microbial balance may help address underlying contributors to symptoms rather than simply treating them. Throughout the episode, Teresa, Jamie, and Star discuss the importance of a root-cause approach to women's health. By combining clinical wisdom, lifestyle medicine, and emerging microbiome science, practitioners can gain a more complete understanding of the factors shaping a patient's health. Sponsors We Heart Nutrition Thoughtfully formulated supplements designed to support women's health at every stage of life. 20% off with code: GENIUS We're excited to partner with Salt & Light by Sami Their thoughtfully crafted candles offer a simple way to enjoy beautiful scent at home without harsh chemicals an easy, intentional swap for women who care about what they bring into their living spaces. Hormone Genius listeners receive 10% off Use code HORMONEHAPPY at checkout Grazing Beauty Tallow Skin Care! Grazing Beauty is a small-batch, mama-inspired skincare brand specializing in grass-fed tallow products like body balms, bar soaps, and lip balm. Listeners can use the affiliate code HORMONEGENIUS at checkout for 10% off their order. grazingbeauty.com/ Disclaimer: The views expressed by our guests are their own and do not necessarily reflect those of The Hormone Genius Podcast. This content is for information is not intended to be a substitute for actual medical or mental health advice from a doctor, psychologist, or any other medical or mental health professional.

Credit index spreads have been largely unchanged this year — but the calm surface belies a more complex picture underneath. Rising dispersion, AI-driven disruption fears, widening BDC spreads, and the military conflict in the Middle East are reshaping the risk landscape for fixed income investors — without much additional compensation showing up at the credit index level.  On this episode of Disruptive Forces, host Anu Rajakumar sits down with Ashok Bhatia, Neuberger's Chief Investment Officer and Global Head of Fixed Income, to unpack what's really going on beneath the surface in credit markets. Together, they discuss the growing pressure on BDCs and their software loan exposures, why a crude oil price spike historically favors Fed easing over hiking, how AI disruption is forcing a repricing of software company capital structures, labor market risks that could unlock additional Fed cuts, and where Neuberger's fixed income team is selectively finding opportunity across emerging markets, repriced technology names, and more.   This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other "forward-looking statements." Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.  Use of Artificial Intelligence Tools. Neuberger Berman may utilize AI tools in its business operations to improve operational efficiency and for assistance in research and analyzing data among other uses. AI tools are dependent on historical data, consequently, if the content or analyses that AI applications assist Neuberger in producing are or are alleged to be deficient, inaccurate, or biased, a client account may be adversely affected. Additionally, AI tools used by Neuberger may produce inaccurate, misleading or incomplete responses that could lead to errors in Neuberger's and its employees' judgement, decision-making, investment research or other business activities, which could have a negative impact on the performance of a client account. The application of AI in investment processes, research, or analysis is evolving and subject to limitations, including data quality, algorithmic biases, and interpretive errors. AI outputs should not be relied upon as the sole basis for investment decisions. No assurance is given regarding the accuracy, completeness, or timeliness of information generated by AI. This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC. © 2026 Neuberger Berman Group LLC. All rights reserved. WF2921150  

"We are in a commodity bull market extending beyond precious metals to oil, gas, and agriculture," says Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and author of The Boock Report on Substack. In an interview with Daniela Cambone, Bookbar sheds light on the future of oil, gold, and the private credit market. He argues that the market is undergoing a major secular shift, warning that buying the dip in tech is risky because the market's foundation is changing. He also emphasizes that gold's price pressure is due to short-term dollar dynamics and algorithmic trading, not a change in fundamentals. When it comes to the Iran conflict, Boockvar emphasizes that while the situation is serious, the market's reaction hinges entirely on duration. "It all comes down to how long this lasts," he states, "and that's impossible to really game out."

What does it really mean for a food system to be resilient, and why does it matter for public health? In this episode, we hear from Elsie Moore, Postdoctoral Associate in the Division of Nutritional Sciences at Cornell University, who breaks down the concept of food system resilience and why it goes far beyond simply maintaining food supply. True resilience, she explains, means ensuring that food remains sufficient, appropriate, and accessible to all communities. Moore explores the complexity of modern food systems, from farms and distributors to government agencies and public health programs, and explains how shocks like hurricanes, supply chain breakdowns, workforce shortages, or rising food costs, can ripple across the system and impact population health. She also discusses how state-level food system resilience councils can help coordinate across sectors, institutionalize lessons learned from crises like COVID-19, and plan proactively for future challenges. Food System Resilience: A Planning Guide for State Governments | ASTHOMeeting Home PageLeadership Power Hour: Your Launchpad for Impact | ASTHO

When momentum shows up, it feels amazing.But momentum can also hide what's about to break.That's why Episode 204 of the Fly on the Wall Podcast is such an important conversation.I sit down with my buddy Nathan (pastoring a great church in Ohio) to talk about how to bring out the best in your team—and how to keep getting better even when things are going well.Nathan asks a question every leader needs to wrestle with:How do you keep growing in seasons of momentum… instead of getting comfortable and plateauing again?In this episode, we cover:Why asking tough questions is one of the greatest leadership skills you can developThe “Think Tank” rhythm: setting aside time to improve systems on purposeA question that exposes weak systems fast: “If we doubled, what would break?”Why leaders must resist stability and embrace disruption before the bell curve hitsHow to raise leaders who stay strong when things get hard—not just when things are easyWhy every leader needs a growth plan (career path + accountability)The difference between pioneers, builders, and maintainers—and how churches drift into maintenancePractical framework for running a capital campaign with clarity and momentumIf you're seeing momentum again—or praying for it—this episode will help you stay ahead of the curve and build leaders who can carry what's coming next.

Today's episode explores a growing issue in both dentistry and public health: microplastics and nanoplastics, often called MNPs. What are micro- and nanoplastics? Microplastics are tiny plastic particles smaller than 5 millimeters, while nanoplastics are even smaller—less than 1 micrometer. These particles are now found everywhere in the environment, including water, air, soil, and even inside the human body. Researchers have already detected them in blood, lungs, placenta, breast milk, and stool. Plastics contain over 13,000 chemicals, and thousands of these substances may be harmful to human health, including carcinogens, endocrine disruptors, and neurotoxic compounds. Why does this matter for dentistry? Dentistry is both a source and pathway of exposure to micro- and nanoplastics. Several common dental materials and devices release these particles, including: Resin-based composite fillings Clear aligners and orthodontic appliances Prosthetic materials like dentures Impression materials used for dental molds These materials can release microplastics through wear, degradation, polishing, and everyday use. Oral care products as another source Daily oral hygiene products also contribute to exposure. Examples include: Toothpastes Toothbrushes Dental floss Mouthwashes Over time, these products can release small plastic particles that may be ingested or inhaled, leading to chronic exposure. Possible effects on oral health Research suggests that micro- and nanoplastics may affect the oral environment in several ways, including: Irritation of oral tissues Disruption of the oral microbiome Damage to oral cells Potential genotoxic effects Some studies also suggest that long-term exposure could contribute to oral cancer, although more research is needed. Systemic health concerns Because these particles are so small, they can cross biological barriers and spread throughout the body. Experimental studies show they may cause: Oxidative stress Inflammation Immune system disruption Hormonal interference Microbiome imbalance Potential effects on fertility, brain health, and development Microplastics can also act as carriers for other environmental toxins, which may increase their harmful effects. Awareness and regulation Despite the growing evidence, the review highlights that clinical awareness in dentistry is still limited, and regulatory oversight remains insufficient. Many dental professionals may not yet consider microplastic release when selecting materials or products. Want to see more of The Holistic Dentistry Show? Watch our episodes on YouTube! Do you have a mouth- or body-related question for Dr. Sanda? Send her a message on Instagram! Remember, you're not healthy until your mouth is healthy. So take care of it in the most natural way. Key takeaway: (00:00) Unveiling Microplastics in Dentistry (03:07) Sources and Health Implications of Microplastics (05:57) Dental Materials and Microplastic Release (08:17) Health Risks of Microplastics in Dentistry (11:06) Consumer Awareness and Material Choices (13:59) Environmental Impact of Dental Plastics (16:38) Strategies for Reducing Microplastic Exposure (19:00) Future of Dentistry and Material Safety (25:08) Official Outro Holistic Dentistry Connect With Us:  AskDrSanda | YouTube BeverlyHillsDentalHealth.com | Instagram  DrSandaMoldovan.com | Instagram  Orasana.com | Instagram

This is The Zone of Disruption! This is the I AM RAPAPORT: STEREO PODCAST! His name is Michael Rapaport aka The Gringo Mandingo aka aka The People's Pickle aka The Jewish Brad Pitt aka Captain Colitis aka The Disruptive Warrior aka Mayor Rapaport 2029 and he is here to discuss: NYC First Day of Spring ISIS inspired attack on Upper East Side of NYC Zoron The Moron Being Worse Than We Ever Imagined Zoron's wife caught celebrating October 7th War with Iran & The Israeli People In Shelters NBA Foul Baiting JFK Jr. Love Story & a whole lotta mo'. This episode is not to be missed! CaptainPicks To Win In Sports Betting: https://www.winible.com/checkout/1357777109057032537?store_url=/captainpicks&c=kickoff Rate & Review on Apple Podcasts or Spotify Send questions & concerns to: iamrapaportpodcast@gmail.com Subscribe to Rapaport's Reality Feeds: iHeartRadio: https://www.iheart.com/podcast/867-rapaports-reality-with-keb-171162927/ Apple Podcasts: https://podcasts.apple.com/us/podcast/rapaports-reality-with-kebe-michael-rapaport/id1744160673 Spotify: https://open.spotify.com/show/3a9ArixCtWRhfpfo1Tz7MR Pandora: https://www.pandora.com/podcast/rapaports-reality-with-kebe-michael-rapaport/PC:1001087456 Amazon Music: https://music.amazon.com/podcasts/a776919e-ad8c-4b4b-90c6-f28e41fe1d40/rapaports-reality-with-kebe-michael-rapaport Stand Up Comedy Tickets on sale at: MichaelRapaportComedy.com If you are interested in NCAA, MLB, NBA, NFL & UFC Picks/Parlays Follow @CaptainPicksWins on Instagram & subscribe to packages at www.CaptainPicks.com www.dbpodcasts.com Produced by DBPodcasts.comFollow @dbpodcasts, @iamrapaport, @michaelrapaport on TikTok, Twitter & InstagramMusic by Jansport J (Follow @JansportJ) www.JansportJMusic.comSee omnystudio.com/listener for privacy information.

Tanker traffic dries up, oil, gas and fertilizer prices soar, and the world holds its breathThe Strait of Hormuz has long been discussed as one of the single greatest vulnerabilities in global energy supply. Now the risk has become reality. Host Ed Crooks is joined by Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, and Chris Aversano, Director of Maritime Partnerships at Wood Mackenzie, to assess what the disruption means for energy markets, supply chains, and the people at the centre of it all.Oil prices briefly spiked to around $119 a barrel before falling back. European natural gas prices have nearly doubled. But those numbers only tell part of the story. In normal times, between 150 and 175 ships would pass through the Strait of Hormuz every day. Since the war began, that has fallen to perhaps 10 to 12 a day. The Strait is a vital artery for the world's energy and fertilizer supplies. If it is blocked for long, the results could be catastrophic.Amy puts the market's reaction in context. She has been studying the Strait of Hormuz since the 1990s, and says that although the geography is still the same, the technology is different. The threat from drones, drone boats, and other weapons of asymmetric warfare may be harder to neutralise than the weapons that shaped earlier thinking. As she puts it, modern threats to shipping are “not your father's Oldsmobile”.Chris highlights the human dimension of the conflict. An estimated 20,000 seafarers are currently trapped inside the war zone, alongside a further 15,000 people on cruise ships and ferries. Seven merchant mariners have been killed so far, in 13 confirmed or suspected attacks. These are civilians, Chris reminds us: workers sending money home to countries such as the Philippines, Bangladesh and India, or in Eastern Europe, who never expected to find themselves victims of an armed conflict.The discussion also gets into the practicalities of what it would take to restore flows through the Strait. The US government has announced a $20 billion insurance facility to cover hull, machinery and cargo for ships in the Gulf. As Chris explains, that still leaves indemnity insurance, covering liability for spills and other damage, entirely unaddressed. A fully-laden VLCC (Very Large Crude Carrier) tanker and its cargo is worth upwards of $300 million. Cleaning up a spill of its cargo of 2 million barrels of oil could cost multiples of that.Routes to bypass the Strait of Hormuz are already being activated. Saudi Arabia's East-West pipeline to Yanbu, on the Red Sea coast, has seen throughput surge from around 730,000 barrels a day to as much as 2.5 million b/d. The UAE pipeline to Fujairah offers additional relief. But as Amy makes clear, these routes cannot come close to replacing the Strait of Hormuz in full. They do not help Iraq or Kuwait. They carry no LNG. And for refined products, there is no pipeline alternative at all.The episode closes with a broader look at what this crisis means for the future of energy. Amy argues that it reinforces the case for clean technology: when an oil price shock arrives, investment in renewables, EVs, and energy storage tends to follow. Ed points to Europe, now seeing its gas prices spike for the second time in four years, as a place where the arguments for renewables, nuclear, transmission, and demand response are becoming even harder to ignore. Green hydrogen could also benefit, thanks to potential for replacing natural gas in fertilizer supply chains. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this wide-ranging episode Steve Dennis and Michael LeBlanc are joined by special guest co-host Kevin Ertell, retail veteran, former Nike executive, and author of The Strategy Trap. The episode blends breaking retail news with a live interview recorded at the NRF Big Show featuring Malin Andrée, Global Retail Sector Leader at EY, and Jon Copestake, Global Lead Retail Analyst at EY Insights. The episode begins with an analysis of one of the most significant geopolitical developments impacting the global economy: the escalating Iran war and its ripple effects on retail markets. Rising oil prices and potential disruptions through the Strait of Hormuz threaten to increase shipping costs and add new uncertainty to global supply chains. The hosts also dive into the latest retail earnings reports, highlighting challenges and future opportunities under new leadership at Target, mixed performance at Gap and continued momentum from Costco. They also examine the rapid growth of athletic brand On, whose strong sales growth contrasts with cautious forward guidance, and discuss what it signals about competition with legacy players like Nike with Kevin's expert and experienced analysis. The episode then shifts to a fascinating interview with Malin Andrée, EY Partner, Global Retail Industry Leader and Jon Copestake Global Lead Retail Analyst, EY Insights, who share insights from EY's latest consumer research and industry analysis. Their discussion explores the changing dynamics of luxury retail, including growing consumer interest in resale and second-hand luxury markets, which are being driven by affordability concerns, sustainability awareness and improved authentication platforms. Andrée and Copestake also address the accelerating role of retail AIl, from operational improvements to emerging consumer-facing applications such as AI-driven product discovery and shopping assistance. While AI investment is surging across the industry, they emphasize the importance of balancing technology with human-centered retail experiences, arguing that the human touch will remain a key differentiator even as AI capabilities become table stakes. The episode concludes with the hosts' Remarkable Story of the Week and What's on the Radar segments, including discussions about Simon Property Group's strategic maneuvering around the Saks Global bankruptcy and Walmart's rollout of digital shelf labels across its stores. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

In this solo episode, Michael reflects on the biggest lessons he's learned over the past 30 days—from the state of the multifamily market to the power of relationships, networking, and emerging technologies like AI. Drawing from recent conferences, conversations with industry leaders, and personal experiences, he shares key insights that could shape how investors approach the next phase of the market cycle.Michael discusses why many experts believe multifamily is near the bottom of the cycle, why diversification beyond real estate matters, and how building community and meaningful relationships can dramatically impact both business success and personal fulfillment. He also shares why he believes artificial intelligence will fundamentally transform productivity and entrepreneurship in the years ahead.Whether you're an active investor, aspiring syndicator, or simply looking for clarity in a shifting market, this episode delivers practical insights and mindset shifts that can help you navigate the next stage of your investing journey.Key TakeawaysWhy many industry experts believe the multifamily market may be at or near the bottom of the cycleThe role of interest rate stability and supply constraints in shaping the next phase of growthWhy absorption rates and concessions are becoming key indicators to watch in apartment marketsHow diversification into other asset classes—and even operating businesses—can strengthen your portfolioThe unexpected opportunities that come from networking and getting out of your comfort zoneWhy investing in your closest relationships may be the most important investment you makeHow artificial intelligence is rapidly transforming productivity, analysis, and entrepreneurshipWhy building community is becoming increasingly important in a world with declining online trustConnect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the Nighthawk Equity Investor ClubReview the Podcast on Apple PodcastsSyndicated Deal AnalyzerGet the Book, Financial Freedom with Real Estate Investing by Michael BlankFor full episode show notes visit: https://themichaelblank.com/podcasts/session514/

As global oil and gas prices spike during the war with Iran, G7 leaders are working on a short term fix. Iran has picked a new leader, though its unclear how it will shape the conflict. Another missile was intercepted on its way to Turkey, as European countries weigh deeper involvement. The NYPD says the improvised explosive devices used at dueling protests outside the mayor's home are being investigated as ISIS-inspired terrorism. Plus, travelers across the US are facing hour-long delays as the partial government shutdown drags on.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Oil surged above $100 a barrel as the war with Iran disrupts global supply and tanker traffic through the Strait of Hormuz remains at a standstill. Amos Hochstein, TWG Global managing partner and former senior advisor to President Biden, discusses the state of the conflict, the historic shock to oil markets, and what a possible endgame could look like. Then, Goldman Sachs President of Global Affairs Jared Cohen examines what the war means for the future of Iran's regime and the broader geopolitical fallout, including China's potential role. Plus, CNBC's Dan Murphy breaks down the latest developments in the region.   Dan Murphy: 3:09 Amos Hochstein: 12:53 Jared Cohen: 26:28   In this episode: Amos Hochstein, @amoshochstein Andrew Ross Sorkin, @andrewrsorkin Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

LEARN MORE at http://teach4theheart.com/377 Blurting. Side conversations. Students out of their seats. We as teachers experience these distractions that make it hard to teach and even harder for students to focus. Is it really possible to reduce disruptions or is this just the new normal? Listen in as Linda and Beki share practical, realistic strategies you can use to cut down on common classroom interruptions at any grade level and create a calmer, more focused environment! 00:00 Classroom Dynamics: The Impact of Teacher Authority 05:03 Setting Expectations: The Key to Classroom Management 10:02 Approach and Confidence: The Teacher's Mindset 14:57 Insistence and Results: Nipping Problems in the Bud 17:29 Building Relationships: The Balance of Firmness and Fun Resources/Links Mentioned: Chatter Workshop: https://teach4theheart.com/chatter CM 101: https://teach4theheart.com/cm101

Global markets are rightly on edge about the situation in Iran and the disruption of the lifeline of crude oil, LNG and other supplies through the Strait of Hormuz, but the damage to confidence looks restrained relative to what awaits if the oil and gas don't begin to flow this week. This and much more on today's pod, which features Saxo Head of Commodity Strategy Ole Hansen and is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Miki Agrawal is a visionary entrepreneur, bestselling author, and founder of THINX, TUSHY, WILD, and HIRO. Known for disrupting taboo industries with bold ideas and cultural impact, she builds mission-driven companies that challenge the status quo and spark meaningful change. Connect with Miki: Website: https://mikiagrawal.com/ Hello Tushy: https://hellotushy.com/ Thinx: https://www.thinx.com/ Eat, Drink Wild: https://wildrestaurantnyc.com Instagram: @mikiagrawal Books: Amazon Books

John Chang shares his five-year outlook for commercial real estate and reflects on the future forces that could shape the industry. He explains how AI, geopolitical uncertainty, and stock market valuations may influence economic growth, investor behavior, and commercial real estate demand. Chang also breaks down sector-specific expectations, noting that multifamily may offer strong opportunities at today's repriced valuations, while office and industrial will likely remain more selective and market dependent. He concludes that despite economic and political uncertainty, commercial real estate may outperform stocks over the next five to ten years for investors who buy assets in today's market conditions. Visit ⁠trustetc.com/bestever⁠ for more info. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit ⁠www.tribevestisc.com⁠ for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Did cutting the internet help kidnap Nancy Guthrie? Investigators weigh in Investigators from the FBI and Pima County Sheriff's Office are now examining a disturbing new possibility in the Nancy Guthrie kidnapping — was the neighborhood Wi-Fi deliberately disabled the night she disappeared? If true, it could mean the suspect intentionally shut down security cameras before approaching the home, revealing a level of planning that could change the entire direction of the investigation. Tonight we break down the **digital evidence, the timeline, and what this shocking development could mean for finally identifying the kidnapper. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Live from Morgan Stanley's TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. Thematic and Equity Strategist here at Morgan Stanley.Today we've got a special episode on AI adoption. And this is a first in a two-part conversation live from our Technology, Media and Telecom conference.It's Thursday, March 5th at 11am in San Francisco.We're really excited to be here with all of you taping live. And we've got on stage with me. Stephen Byrd, he's our Global Head of Thematic and Sustainability Research; Josh Baer, Software Analyst; and Lindsay Tyler, TMT Credit Research Analyst.So, Stephen, I want to start with you, pretty broad, pretty high level. We recently published our fifth AI Mapping Survey that identifies how different companies are exposed to the broad AI theme. Can you just share with us some insights from that piece and how stocks are performing with this AI exposure?Stephen Byrd: Yeah, it's interesting. I mean, we've been doing this survey now, thanks to you, Michelle, and your excellent work, for quite a while. And every six months it is pretty telling to see the progression.I would say a few things that got my attention from our most recent mapping was the number of companies that are quantifying the adoption benefits continues to go up quite a bit. And to me that feels like that's going to be table stakes very soon as in every industry you see two or three companies that are really laying out quite specifically what they expect to be able to do with AI and lay out the math. I think that really is going to pull all the other companies to follow suit. So, we're seeing that in a big way.We do see adopters, with real tangible benefits performing well. But a new thing that we're seeing now, of course, in the market is concerns that in some cases adoption can lead to dramatic deflation, disruption, et cetera. That's coming up as well. So, we're seeing greater concerns around disruption as well.But broadly, I'd say a proliferation of adoption, that that universe of companies continues to grow, increases in quantification of the benefits. So, that is good. What's really surprised me though, is the narrative among investors has so quickly moved from those benefits which we've talked about into flipping that to toggle all negative, which I know some of our analysts have to deal with every day. The mapping work suggests significant benefits. But the market is fast forwarding to very powerful AI that is very disruptive in deflation. And that's been a surprise to me.Michelle Weaver: Mm-hmm. Josh, I want to bring software into this. Your team has been arguing that AI is actually good for software. And it's really something that you need that application layer to then enable other companies to adopt AI. Can you tell us a little bit about how much GenAI could add to the broader enterprise software market? And how are you thinking about monetization these days?Josh Baer: Of course. I think the best starting place is a reminder that AI is software, and so we see software as a TAM expander. And in many ways, even though this is extremely exciting innovation, it's following past innovation trends where first you see value accrue and market cap accrue to semiconductors, and then hardware and devices, and then eventually software and services. And we do think that that absolutely will occur just given [$]3 trillion in infrastructure investment into data centers and GPUs.There's got to be an application layer that brings all of these productivity and efficiency gains to enterprises and advanced capabilities to consumers as well. And so we see AI more as an evolution for software than a revolution. An evolution of capabilities and expansion of capabilities. LLMs and diffusion engines absolutely unlocked all of these new features of what software can do. But incumbents will play a key role in this unlock.And our CIO surveys really support that. Quarterly we ask chief information officers about their spending intentions, and these application vendors who we cover in the public markets are increasingly selected as vendors that companies will go to, to help deploy and apply AI and LLM technologies.So, to answer your question, we estimate GenAI could unlock [$]400 billion in incremental TAM for software; for enterprise software by 2028. And this is based on looking at the type of work able to be automated, the labor costs associated with that work, the scope of automation, and then thinking about how much of that value is captured typically by software vendors.Michelle Weaver: And you have a bit of a different lens on AI adoption. So, what are some of the ways you're hearing software customers using these AI tools and anything interesting that popped up at the conference?Josh Baer: To echo what Stephen laid out, I mean, all of our software companies are using AI internally, both to drive efficiencies, but also to move faster. So thinking about product. Innovation, you know, the incumbents are able to use all of the same coding tools and, you know, …Michelle Weaver: Mm-hmm.Josh Bear: … products geared to developers to move faster and more efficiently on R&D. So, they're doing more. From a sales and marketing perspective, a G&A perspective, every area of OpEx, our software companies are in a great position to deploy the AI tools internally.I think more important[ly], speaking to this TAM and expanded opportunity, is our companies have skews that they're monetizing. It might be a separate suite that incorporates advanced AI functionality. It might be a standalone offering, or it might be embedded into the core platform because the essence of software is AI and it, you know, leading to better retention rates and acceleration from here.Michelle Weaver: Mm-hmm. And Stephen, going back to you on the state of play for AI, we had the AI labs here and we heard a lot about the developments and what's to come. So, what's your view on the trajectory for LLM advancements and what are some of the key signposts or catalysts you're watching here?Stephen Byrd: Yeah, this is for me, maybe the most important takeaway of the conference – is this continued non-linear improvement of LLMs, which we've been writing about for quite some time. And just to give you an example, we think many of the labs have achieved a step change up in terms of the compute that they have, in some cases 10 x the amount of compute to train their LLMs. And that [if] the scaling laws hold – and we see every sign that they will – a 10x increase in compute used to train the models results in about a doubling of the model capabilities.Now just let that sink in for a moment. Let's just think about that. A doubling from here in a relatively short period of time is difficult to predict. It's obviously very significant and I think several of the LLM execs at our event sounded to me extremely bullish on what that will be. A lot of that I think will be evident in greater agentic capabilities.But also, I'd say greater creativity. It was about three weeks ago, three of the best physics minds in the world worked with an LLM to achieve a true breakthrough in physics – solving a problem that had never been solved before. A couple of days ago, a math team did the same thing. And so, what we're seeing is sort of these breakthrough capabilities in creativity. This morning I thought Sam speaking to, you know, incredible increases in what these models can do – which also brings risk. You know, I think it was interesting he spoke to, you know, the risk of misalignment, the risk of what these models are doing.But for me, that's the single biggest thing that I'm thinking about, and that's going to be evident in the next several months.Michelle Weaver: Mm-hmm.Stephen Byrd: So, you know, on the positive side, it leads to greater benefits from AI adoption. And to Josh's point that, you know – more and more the economy can be addressed by AI, I do get concerned about the risk that that kind of step change will create greater concerns about disruption and deflation.That causes me to think a lot about that dynamic. Interestingly, we think the Chinese labs will not be able to keep pace just for one reason, which is compute. We think the Chinese labs have everything else they need. They have the talent, the infrastructure. They certainly have the energy, power. But they don't have the chips.If what we laid out with the American models turns out to be true, I could see a chain reaction where the Chinese government pushes the Trump administration for full transfer of the best technology to China. And China could use their rare earth trade position to ensure that. So, that's sort of the chain reaction I've been thinking about.Michelle Weaver: Mm-hmm. So, let's think about then bottlenecks in the U.S. Power is still one of the main bottlenecks. We had several of the solutions providers here at the conference. So, what are you thinking in terms of the size of the power bottleneck in the U.S. and how are we going to fix that?Stephen Byrd: Yeah, absolutely. I am bullish on the companies that can de-bottleneck power, not just in the U.S., a few other places. Let's go through the math in terms of the problem we face and then the solution.So, we have this very cool – it is cool if you're a nerd – power model that starts in the chip level up, from our semiconductor teams. And from that, we build a global power demand model for data centers. We then apply that to the U.S.Through 2028 we need about 74 gigawatts of data centers, both AI and non-AI to be built in the United States. I don't think we'll be able to achieve that for lots of reasons. But starting from that 74, we have sort of 10 gigs that have been recently built or are under construction. We have 15 gigs of incremental grid access, but after those two, we have to go to unconventional solutions, meaning typically off-grid solutions, over 40 gigawatts of unconventional solutions.So that will be repurposing Bitcoin sites, which could be sort of 10 to 15 gigawatts. That'll be big. Renewable energy, fuel cells will be part of the solution. Gas turbines will be a big part of the solution. Co-locating at a few nuclear plants. I'm less bullish than I used to be on that. But when we net all that out, we think the U.S. is likely to be 10 to 20 percent short of the data center capacity that will need to be in.It's not just a power grid access issue, though, that's a big one. Labor is now showing up as a huge issue. Many of the companies I speak to trying to develop data centers struggle with availability of labor. Electricians being one very tangible example. In the U.S. we need hundreds of thousands of additional electricians.So, for any of your children, like mine, thinking about careers, you know, you'd be surprised [at] the amount of money that people are making in the infrastructure business that does feel like it's a labor shift that's going to have to happen, but it's going to take years. So, in that context, we had a number of the Bitcoin companies at our event here. And the economics of turning a Bitcoin site into hosting a data center are extremely attractive. I mean, extremely attractive.To give you a sense of that. Before this opportunity presented itself to these Bitcoin players, those stocks tended to trade at an enterprise value per watt of about $1 to $2 a watt. Then we started to see these deals in which the Bitcoin players build a data center and lease them to hyperscalers. Those deals – depends a lot on the deal but – have created between $10 and $18 a watt of value. Let me repeat that. 10 to 18 – relative to where these stocks were at 1 to 2.Now many of these stocks have rerated, but not all of them. And there's still quite a bit of upside. And what we've noticed is the economics that the hyperscalers are paying are trending up and up and up. Because of this power shortage that we're dealing with. So, a lot of exciting opportunities are still in the power space.Michelle Weaver: Great. Well, I think that's a good place to wrap this first part of our conversation around AI adoption and the state of play. We'll be back again tomorrow with Part Two, looking at financing and risks.To our panelists, thank you for talking with me. And to our audience, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

This is The Zone of Disruption! This is the I AM RAPAPORT: STEREO PODCAST! His name is Michael Rapaport aka The Gringo Mandingo aka aka The People's Pickle aka The Jewish Brad Pitt aka Captain Colitis aka The Disruptive Warrior aka Mayor Rapaport 2029 and he is here to discuss: NYC Being Brick Cold Dilema Days New York Knicks Beating The Spurs at MSG Turning 56 Enjoying The Charlotte Hornets Inside The Castle Insight & Sleeping Pill Reunion War vs. The Evil Islamic Terror Regime of Iran & a whole lotta mo'. This episode is not to be missed! CaptainPicks To Win In Sports Betting: https://www.winible.com/checkout/1357777109057032537?store_url=/captainpicks&c=kickoff Rate & Review on Apple Podcasts or Spotify Send questions & concerns to: iamrapaportpodcast@gmail.com Subscribe to Rapaport's Reality Feeds: iHeartRadio: https://www.iheart.com/podcast/867-rapaports-reality-with-keb-171162927/ Apple Podcasts: https://podcasts.apple.com/us/podcast/rapaports-reality-with-kebe-michael-rapaport/id1744160673 Spotify: https://open.spotify.com/show/3a9ArixCtWRhfpfo1Tz7MR Pandora: https://www.pandora.com/podcast/rapaports-reality-with-kebe-michael-rapaport/PC:1001087456 Amazon Music: https://music.amazon.com/podcasts/a776919e-ad8c-4b4b-90c6-f28e41fe1d40/rapaports-reality-with-kebe-michael-rapaport Stand Up Comedy Tickets on sale at: MichaelRapaportComedy.com If you are interested in NCAA, MLB, NBA, NFL & UFC Picks/Parlays Follow @CaptainPicksWins on Instagram & subscribe to packages at www.CaptainPicks.com www.dbpodcasts.com Produced by DBPodcasts.comFollow @dbpodcasts, @iamrapaport, @michaelrapaport on TikTok, Twitter & InstagramMusic by Jansport J (Follow @JansportJ) www.JansportJMusic.comSee omnystudio.com/listener for privacy information.