Podcasts about diverge

Commercial real estate just hit an all-time high at $129 per square foot median price, however the pricing records mask stark divergences in property transaction patterns; Multifamily buildings are 23% smaller than 2019 yet selling for record prices. Older stock is outpricing newer product. Deal sizes are hitting all-time highs while building sizes shrink. The team breaks down the Q1 2026 Investment and Transactions Quarterly report to surface these inversions, and why CRE pricing showed surprising resilience through Q1's macro shocks.Key moments01:31 What is the US CRE Investment and Transactions Quarterly report?03:05 National activity trends04:58 Deal size and property age07:01 Pricing headlines by sector12:05 Subtype pricing winners and losers17:14 Pricing by property vintage22:09 Building size and deal size records26:34 Large deal share by sector32:34 Key surprises and takeaways35:35 Inflation-adjusted deal analysis38:57 Where to find the reportResources mentionedUS CRE Investment and Transactions Quarterly Report – Q1 2026 -https://www.altusgroup.com/featured-insights/cre-transactions/

Thanks to the Fed's creation of asset bubbles, the US economy is producing many billionaires. However, the savvy entrepreneur is becoming increasingly scarce.Original article: https://mises.org/mises-wire/great-disconnect-when-wealth-and-productive-ability-diverge

Thanks to the Fed's creation of asset bubbles, the US economy is producing many billionaires. However, the savvy entrepreneur is becoming increasingly scarce.Original article: https://mises.org/mises-wire/great-disconnect-when-wealth-and-productive-ability-diverge

Investidores ignoram nova escalada nos ataques americanos contra alvos iranianos e mantêm foco na diplomacia.

Investidores ignoram nova escalada nos ataques americanos contra alvos iranianos e mantêm foco na diplomacia.

KPMG Australia Workplace Advisory Partner Hayley Lock and Consultant Tania Moes, along with KPMG New Zealand's Nick Cooke, unpack how the fringe benefits tax (FBT) operates in Australia and New Zealand, from structural differences and valuation approaches to compliance pain points and reforms reshaping both regimes. Register for KPMG Tax Now for regular updates. 

This episode of Peak Pursuits starts with an interview with Alice McGushin to get to know Alice and recap the first edition of Diverge SkyRuns that happened over the weekend (Start - 53min). Then Sim and Vlad catch up on where their training is at and cover some of the news of the week, including Jim Walmsley returning to WSER and Dragons Back + Northern Traverse being bought by Ultra X. Finishing up with some results and some very cool races to look forward to this weekend, we hope you enjoy!Results: Diverge Sky Runs (TAS) Ikara Ultra (SA) Wilsons Prom Running Festival (VIC) Nail Can Hill Run (NSW) Forest Trail Run (NSW) Hamilton Island Hilly Half Marathon (QLD) Hidden Vale Trail Running Festival (QLD) OMFG Trail Running Festival (WA)***Don't forget, use code PEAK at https://bix-hydration.myshopify.com/en-au for 20% off Bix products, exclusive to PPP listeners!***Join us on Patreon HEREConnect with us on Instagram @peakpursuits.pod to share your thoughts, questions, and your own trail stories. Until next time, keep hitting the trails and chasing those peak pursuits!Follow Alice: Instagram | StravaFollow Vlad: Instagram | StravaFollow Sim: Instagram | StravaMusic from #Uppbeat (free for Creators!):https://uppbeat.io/t/mood-maze/trendsetter License code: K08PMQ3RATCE215R

In this special preview episode, Brodie takes the reins alongside James to break down Diverge Sky Runs, a new Tasmanian event bringing steep, exposed, rocky and largely off-track skyrunning-style terrain to the Australian scene.The team hear from Lincoln about the 25K and 50K courses, then unpack why this race may reward patience, smooth movement and mental composure as much as pure fitness. They also dive into the key names across both fields, including Trish McKibben, Toby Sparks, Sam Woolford, Piotr Babis, Angus Tolson, Emma Cook-Clark, Simone Brick and Alice McGushin.A different kind of race, a stacked 50K field, and a proper mountain challenge in Queenstown, Tasmania.Diverge Sky Runs***Don't forget, use code PEAK at Bix's website for 20% off Bix products, exclusive to PPP listeners!***Thanks for tuning in to Peak Pursuits! Connect with us on Instagram @peakpursuits.pod to share your thoughts, questions, and trail stories. Until next time, keep hitting the trails and chasing those peak pursuits!Follow James: Instagram | Strava | WebsiteFollow Brodie: Instagram | Strava | WebsiteMusic from #Uppbeat (free for Creators!):https://uppbeat.io/t/mood-maze/trendsetterLicense code: K08PMQ3RATCE215R

Hello and welcome to another episode of Trudge Report. Thank you for listening and supporting the show. We begin this week with some quick life updates. Greg's week took a turn for the not so good but he's keeping a positive attitude and looking at it as an opportunity rather than a negative. Dan continues to be baffled by the hot and cold weather swings in his neck of the woods and also taking his daughter and her softball team to go watch Ohio State v Penn State softball. Corey power washes his mom's driveway and admits that it is mediocre at best. Followed by some late night Taco Bell runs. The recovery portion of the show this week surrounds the necessity or choice of whether we in recovery practice any type of religion or belong to religious bodies. We make it clear that religion or religious membership is not mandatory for happy and lasting sobriety. However, there is some overlap for many of us and there are many people in recovery that choose to take up membership in religious organizations. We discuss what we feel works and does not work in religion, keeping it plain in sight that we are not telling anyone how they must or must not believe. We discuss each of our childhood religious upbringings and where we are now with these beliefs and practices."When you pray, take time to thank God for the blessings you already have.” -Anonymous- Don't forget to like, share, rate, and download the podcast on all of your listening platforms. Check out and subscribe to our YouTube channel, @trudgrereportpod, for other content surrounding sports and trending topics. Trudge on good people. Contact the Guys:Instagram: @trudgereportpodFacebook: Trudge ReportTikTok: trudgereportpodYouTube: @trudgereportpod 

In this Workday Playdate, Erin brings together innovation experts Rich Braden and Tessa Forshaw to challenge everything you thought you knew about creativity at work. This episode proves that innovation is not reserved for a select few, but something everyone can access through mindset, play, and small, intentional actions.If you've ever thought “I'm not the creative type,” this conversation will expand your definition of innovation and give you practical ways to bring more curiosity, experimentation, and whole-brained thinking into your day.About the Guests:Rich Braden is an innovation strategist, educator, and global speaker who helps organizations unlock creativity through human-centered design, play, and experimentation. With experience spanning corporate, startup, and academic environments, Rich is known for making innovation accessible, actionable, and energizing.Tessa Forshaw is a creativity and innovation expert, educator, and consultant focused on helping individuals and teams activate their innate creative capacity. Her work blends research, facilitation, and playful practice to challenge limiting beliefs and build cultures where innovation thrives.Inside This Episode:Innovation Isn't Exclusive: Why the biggest barrier to creativity is the myth that only certain people (or roles) are “allowed” to innovate.Whole-Brained Thinking Wins: How blending analytical rigor with creative exploration leads to better problem-solving, smarter decisions, and more innovative outcomes.The Play Advantage: Why improvisation, curiosity, and experimentation aren't “nice to have”—they're essential tools for unlocking new ideas and embracing failure.Mindset > Talent: How small, intentional mindset shifts can reignite creativity and help you move from “right vs. wrong” to “what's possible?”Diverge, Then Converge: The airplane metaphor for brainstorming that helps you generate bold ideas and actually land them.Innovation in Action: Practical ways leaders can lower the bar, model experimentation, and create cultures where risk-taking is rewarded (not punished).Small Moves, Big Impact: Why innovation isn't about big breakthroughs—it's about consistent, everyday experimentation.What to Do Now:Try “Yes, And” Today: In your next meeting, build on someone's idea before critiquing it. Watch how quickly energy and creativity shift.Run a 10-Minute Diverge/Converge Sprint: Set a timer. Generate as many ideas as possible (no judgment), then switch modes and narrow to your top 1–2 actions.Lower the Bar for Innovation: Pick one small experiment you can run this week.Model the Behavior You Want: As a leader (or future leader), openly share a risk you took or a failure you learned from to create psychological safety for others.Your FreebieYou already have strengths that make you a powerful leader. But chances are, one of them is doing more heavy lifting than you realize.Enter your free resource: The Human Leadership Edge Quiz. In just 10 quick questions, you'll discover the leadership strength that sets you apart in the age of AI and how to use it more intentionally with your team.Take the Human Leadership Edge Quiz here.And thank you to our sponsors Intuit Quickbooks Payroll. To learn more visit: https://quickbooks.intuit.com/workforce/Connect with Rich Braden and Tessa ForshawRich's LinkedInTessa's LinkedInRich and Tessa's book, innovation-ishConnect with Erin Diehl x improve it!Leadership Playground online membership communityErin's websiteErin's InstagramErin's TikTokErin's LinkedInimprove it!'s websiteimprove it!'s InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, we discuss Claude's harness, OpenAI's ongoing drama, and whether Backstage is still a thing. Plus, Coté gives up on the green screen. Watch the YouTube Live Recording of Episode 568 Runner-up Titles It's clearly an AI chair. I've given up on the green screen No animals, only buttholes I don't know if I can think on my own Make your pecans really pop Did they shut it down? I wasn't paying attention Always take the first offer for a billion dollars Bad Parking The Apple IIE had this problem I was paying attention but I might have had a mouthful of cereal. Rundown Anthropic Anthropic vs. OpenAI Revenue Why Anthropic's new model has cybersecurity experts rattled Workday CTO Joins Anthropic Amid Startup's Push to Build HR Apps Clouded Judgement 4.10.26 - Long Live the Harness (Wrapper?) ! Anthropic closes in on OpenAI as US business use surges Anthropic says Claude Code subscribers will need to pay extra for OpenClaw usage Anthropic Buys Stealth Dimension-Backed Coefficient Bio in $400M+ Stock Deal Claude Command /powerup Post-Mortem of Anthropic's Claude Code Leak OpenAI Palace Intrigue OpenAI's Fidji Simo takes medical leave, announces leadership changes OpenAI CEO and CFO Diverge on IPO Timing Industrial policy for the Intelligence Age OpenAI is getting weird again - Casey Newton OpenAI has bought AI personal finance startup Hiro Let Us Learn to Show Our Friendship for a Man When He Is Alive and Not After He Is Dead OpenAI buys TBPN Exclusive | OpenAI Buys Tech-Industry Talk Show TBPN OpenAI Buys Tech-Industry Talk Show TBPN OpenAI acquires TBPN | OpenAI OpenAI acquires TBPN, the buzzy founder-led business talk show OpenAI Buys Streaming Show ‘TBPN,' Aiming to Change Narrative on A.I. Sam Altman May Control Our Future—Can He Be Trusted? Backstage Backstage is dead Observability Cisco to grab Galileo for AI observability supercharge - SDxCentral Dynatrace to Acquire Bindplane to Establish Telemetry Pipelines for AI and Cloud‑Native Observability Cursor and Coding Agents Cursor's $2 billion bet: The IDE is now a fallback, not the default Cursor's New Tool Lets Users Delegate to a Team of Coding Agents Cursor, Claude Code, and Codex are merging into one AI coding stack nobody planned Relevant to your Interests Here's what that Claude Code source leak reveals about Anthropic's plans Starlink satellite tracker A Secure Chat App's Encryption Is So Bad It Is ‘Meaningless' Coinbase's AI payments system joins Linux Foundation Trump's AI framework targets state laws, shifts child safety burden to parents | TechCrunch TIME100 AI 2025: Chris Lehane Jack Dorsey says Block employees now bring prototypes — not slide decks — to meetings Post Mortem: axios npm supply chain compromise · Issue #10636 · axios/axios · GitHub Addressing GitHub's recent availability issues Iran threatens ‘complete and utter annihilation' of OpenAI's $30B Stargate AI data center Social media is turning into a freak show The Building Block Economy Giant Mac mini cluster powers Overcast podcast transcripts without the cloud How Amazon Dies: A Possible, Maybe Likely Future Maine Is About to Become the First State to Ban New Data Centers Introducing Muse Spark: Scaling Towards Personal Superintelligence SiFive raises $400 million from Atreides, Nvidia for data-center chip technology Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter Giving external agents access to Xcode | Apple Developer Documentation France orders all government ministries to ditch Windows for Linux in digital sovereignty push You can now easily call LLMs from your messaging engine. Should you? Microsoft exec suggests AI agents will need to buy software licenses, just like employees Meta creating AI version of Mark Zuckerberg so staff can talk to the boss Little Snitch for Linux — Because Nothing Else Came Close AI infrastructure budgets set to triple as demand soars: Deloitte Amazon jumps deeper into space race Amazon buying Globalstar, to rival SpaceX's Starlink Meta is making an AI Zuck to chat with employees Sponsors WebRTC.ventures – Real-time communication & Voice AI integration WeAreDevelopers World Congress North America Sept 23–25, San José, CA Use Code DEVPOD26 — 15% off, stacks with group rates for 4+ Nonsense NASA sends Outlook around Moon, immediately needs IT help Top FEMA Official Doubles Down on Claim He Teleported to Waffle House AI CEO vs Engineer (2026). Poor Blue Blob Paul McCartney Banned From Reddit After Promoting Himself in Paul McCartney Subreddit Listener Feedback Michael Neal: built mesh-llm — Decentralised LLM Inference Shaun built: workworkwork Brandon's App: Milestone Birthday and Anniversary Tracker Conferences DevOpsdays Atlanta 2026, April 21-22, 2026 DevOpsDays Austin, May 5-6, 2026 DevOpsDays + AI Nashville, May 14-15, 2026 KCD Texas, May 15, 2026, use code MEDIA_THANK_YOU for free pass WeAreDevelopers Europe, July 8-10, 2026 Berlin, Coté speaking. DevOpsDays Graz, Sept 4-5, 2026 DevOpsDays Dallas, Sept 28-29, 202 WeAreDevelopers NA, Sept 23-25, 2026, Discount Code: Community_SoftwareDefined DevOpsDays Vilnius, Sep 30 - Oct 1. 2006 DevOpsDays Istanbul, October 24th, 2026 - Coté keynoting. VMware User Groups (VMUGs): Minneapolis (April 7-9, 2026) Toronto (May 12-14, 2026) Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Sponsor more podcasts with Failover Media Recommendations Brandon: macOS Video Effects Matt: Thom York at the Sydney Opera House IKEA Klippbok water sensor Coté: AutoMounter

OpenAI dominated this week's headlines — and it wasn’t all flattering. Reed Albergotti (Semafor) breaks down the chaos: IPO drama and Ronan Farrow's probing New Yorker profile of Sam Altman paint a picture of a company under pressure, even as it remains the most talked-about name in AI. Taylor Lorenz (User Mag) tells us about the AI tools marketed to schools as safety solutions that end up tracking students in ways with real consequences for kids and adults alike. And Kyle Chayka (The New Yorker) reviews the new book, Techno-Negative, tracing the long, often misunderstood history of anti-technology movements. Spoiler: it goes way deeper than the Luddites. Additional Reading: Leap of Faith | Semafor Sam Altman May Control Our Future—Can He Be Trusted? | The New Yorker OpenAI CEO and CFO Diverge on IPO Timing | The Information They're Putting AI on School Buses | User Mag The Age-Old Urge to Destroy Technology | The New Yorker Download SAILY in your app store and use our code techstuff at checkout to get an exclusive 15% off your first purchase! For further details go to https://saily.com/techstuffSee omnystudio.com/listener for privacy information.

Israel atacou o Líbano, na maior ofensiva em cinco semanas. Lançou 160 mísseis, em dez minutos. O Irã reagiu e ameaçou romper o cessar-fogo com os Estados Unidos. O presidente Donald Trump disse que o Líbano não faz parte do acordo, mas a Guarda Revolucionária voltou a fechar o Estreito de Ormuz. O Supremo começou a julgar o modelo de eleição para o governo no Rio. Um incêndio destruiu a cobertura do velódromo, no Parque Olímpico do Rio. Flamengo e Palmeiras estreiam na Conmebol Libertadores nesta quarta-feira à noite.

Dan Nathan and Gene Munster of Deepwater Asset Management discuss tech stocks heading into Q1 earnings, focusing on why Google and Broadcom outperformed on news of an Anthropic compute deal using Google TPUs and Broadcom, which they view as validating accelerating AI demand. They explore investor anxiety around AI hardware multiples and hyperscaler CapEx, noting street expectations for calendar 2027 spending growth and how that affects Nvidia and Broadcom sentiment, while arguing AI remains early despite massive costs. Munster outlines Deepwater's view that premium “high-end” tokens may not commoditize as quickly as costs fall, citing their machine-driven Intelligent Alpha (GPT) ETF. They explain why they don't own Microsoft, pointing to seat-growth concerns and disappointment with Copilot, and discuss Apple's need for an AI narrative shift, including privacy-focused personalized AI. Munster previews his SpaceX views, saying it doesn't need to go public but IPOs can broaden access and lower capital costs, and they consider whether a SpaceX listing impacts Tesla positioning. Show Notes Read Ben Thompson's Stratechery OpenAI CEO and CFO Diverge on IPO Timing (The Information) Gene's Piece on SpaceX (X) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who drop out of college? And maybe that two person unicorn I shared with you in the longreads is not what it was cracked up to be. OpenAI CEO and CFO Diverge on IPO Timing (The Information) Anthropic essentially bans OpenClaw from Claude by making subscribers pay extra (The Verge) Samsung Messages will be discontinued in July as part of Google Messages upgrade (9to5Google) Software job openings surge this year, defying AI fears (Business Insider) These AI Whiz Kids Dropped Out of College and Got Investors to Pay Their Bills (WSJ) The back story behind the first “$1.8 Billion” dollar “AI Company” (Marcus on AI) Learn more about your ad choices. Visit megaphone.fm/adchoices

This Week in Global Dev: #137: Latin America and Africa paths diverge amid global shocks by Devex

At a time when capital markets remain volatile and fundamentals continue to shift, property appraisals are no longer a straightforward exercise. In this episode of FTI Experts' Hub, Commercial Property Executive Senior Editor Laura Valean sits down with Mark Dunec, co-leader of Real Estate Valuation Services at FTI Consulting, to unpack a common challenge in today's commercial real estate market: diverging property valuations.  While differences in appraisals are often most visible in litigation settings, they can also stem from deeper issues, ranging from inconsistent assumptions and flawed methodologies to a fundamental misunderstanding of the valuation problem itself, according to Dunec. If you're a CRE professional navigating refinancing, acquisitions or asset management decisions, this episode will offer you a timely and practical look at how valuations are being formed today, and how to avoid costly surprises in an increasingly complex environment.

We've got teams going in all different directions these days, and Wednesday we saw every type! The Jazz and Wizards had a tank battle, the Pacers are playing good teams so the real players are back in the rotation, the Bulls lost their entire center collection, and that's just the tip of the iceberg from an absurd night of silly season hoops. The Old Man Squad has a PATREON now. It's $1 and doesn't get a single benefit. It is entirely to support the mission here but won't change anything we do. https://www.patreon.com/cw/oldmansquad Follow Dan Besbris on Twitter: https://x.com/danbesbris Find Dan on the brand new BlueSky social network: https://bit.ly/3Vo5M0N Check out Dan's Google Sheet with Ranks, Weekly Streaming Schedule Charts & Injury Replacement Adds FREE! https://bit.ly/3XrAdEW Listen and subscribe on iTunes: https://apple.co/3XiUzQK Listen and subscribe on Spotify: https://spoti.fi/3ACCHYe Float on over to the new Old Man Squad Sports Network YouTube page to watch videos from the network's top talent: https://bit.ly/46Z6fvb Join the Old Man Squad Discord to chat with Dan and all the other hosts: https://t.co/aY9cqDrgRY Follow Old Man Squad Fantasy on Instagram for all our short videos: https://bit.ly/3ZQbxrt Podcast logo by https://twitter.com/freekeepoints Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As Israel continues to pound Iran and expands its offensive against Hizbullah in Lebanon, there are rumblings of disunity with America over the path and goal of the conflict. Why now is the time to buy rubbish stocks. And celebrating the life of grand-clown Philippe Gaulier. Guests and host:Anshel Pfeffer, Israel correspondentJosh Roberts, capital markets correspondentAnn Wroe, obituaries editorRosie Blau, host of “The Intelligence”Topics covered: Israel, Iran, Lebanon, Netanyahu, Trump, Hizbullah, refuelling planeMarkets, oil prices, quality stocks, junk stocks, investmentPhilippe Gaulier, clowns, obituaryListen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

As Israel continues to pound Iran and expands its offensive against Hizbullah in Lebanon, there are rumblings of disunity with America over the path and goal of the conflict. Why now is the time to buy rubbish stocks. And celebrating the life of grand-clown Philippe Gaulier. Guests and host:Anshel Pfeffer, Israel correspondentJosh Roberts, capital markets correspondentAnn Wroe, obituaries editorRosie Blau, host of “The Intelligence”Topics covered: Israel, Iran, Lebanon, Netanyahu, Trump, Hizbullah, refuelling planeMarkets, oil prices, quality stocks, junk stocks, investmentPhilippe Gaulier, clowns, obituaryListen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"Holiday spending trends diverge in Asia" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup  

The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We'll dig into all of this and more! The index is now made up of the following 25 stocks: SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc CYBR Cyberark Software Ltd TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-435

The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We'll dig into all of this and more! The index is now made up of the following 25 stocks: SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc CYBR Cyberark Software Ltd TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc Show Notes: https://securityweekly.com/bsw-435

The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We'll dig into all of this and more! The index is now made up of the following 25 stocks: SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc CYBR Cyberark Software Ltd TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-435

The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We'll dig into all of this and more! The index is now made up of the following 25 stocks: SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc CYBR Cyberark Software Ltd TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc Show Notes: https://securityweekly.com/bsw-435

Google parent company Alphabet on the move as the tech giant reports results. The details and numbers from their latest quarter, and why tech analyst Gene Munster sees the stock topping the Mag7 group this year. Plus Eli Lilly and Novo Nordisk heading in opposite directions as the weight loss drug race enters its next leg. Why one top health care analyst is flagging management confidence and pricing algorithms as the difference makers.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Corporate blow-ups, property whiplash, and a brand-new segment where the Equity Mates community pitches investment ideas and YOU (plus Bryce & Ren) build a portfolio to try and beat the ASX 200.In this episode:00:33 Today's menu02:02 Corporate Travel Management: the 5-month trading halt story05:25 House prices: Sydney/Melbourne flat, everyone else running hot09:12 Introducing the Community Portfolio: rules + the ASX 200 “bar”14:46 Pitch #1 AINF: AI infrastructure “picks & shovels”19:46 Pitch #2 Catapult: Wearable sports techWin a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV ———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.  The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2026. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12981Date of first use: January, 2026

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SEGMENT 15: MUSK, CARLSON, AND VANCE DIVERGE FROM REPUBLICAN ORTHODOXY Guest: Peter Berkowitz Berkowitz discusses Michael Doran's Tablet article examining three Trump celebrities—Elon Musk, Tucker Carlson, and Vice President J.D. Vance—whose views diverge from traditional Republican policies. Musk favors government subsidies and China partnership, Carlson platforms hate speakers, and Vance promotes isolationism over American global leadership.UNDATED BRUSSELS

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Confira no Morning Show desta terça-feira (06): O presidente dos Estados Unidos, Donald Trump, afirmou que não haverá eleições na Venezuela nos próximos 30 dias e descartou qualquer possibilidade imediata de realização de um pleito no país. Questionado sobre uma eventual transição de poder, o republicano declarou que a Venezuela precisa ser “consertada” antes que qualquer processo eleitoral possa ser organizado. A bancada do Morning Show debateu o assunto. A aprovação do presidente dos Estados Unidos, Donald Trump, voltou a subir e alcançou 42%, o maior patamar dos últimos três meses, segundo pesquisa Reuters/Ipsos realizada entre 4 e 5 de janeiro de 2026. O índice repete o nível registrado em outubro e representa uma oscilação dentro da margem de erro em relação ao levantamento de dezembro. O avanço ocorre no mesmo período em que o governo americano conduziu uma operação militar em Caracas para capturar Nicolás Maduro, então presidente da Venezuela, deposto após a ofensiva. Luis Kawaguti, jornalista especialista em cobertura militar, concedeu entrevista ao Morning Show e explicou como deve funcionar o julgamento do ditador venezuelano Nicolás Maduro nos Estados Unidos. Maduro foi preso pelos EUA em uma ofensiva dos norte-americanos na Venezuela. A partir desta terça-feira (06), os usuários do transporte público em São Paulo passam a pagar mais caro pelas passagens. A tarifa de ônibus na capital paulista será reajustada de R$ 5,00 para R$ 5,30, enquanto o valor do sistema metroferroviário da Região Metropolitana, que inclui metrô, trens da CPTM e linhas operadas pela ViaMobilidade, sobe de R$ 5,20 para R$ 5,40. A oposição ao governo Lula alcançou o quórum necessário para a criação de uma CPMI destinada a investigar possíveis crimes financeiros envolvendo o Banco Master. O anúncio foi feito pelo deputado Carlos Jordy (PL-RJ), vice-líder da oposição na Câmara, que informou que o pedido já reúne 229 assinaturas, sendo 196 de deputados federais e 33 de senadores. A ex-primeira-dama Michelle Bolsonaro afirmou que o ex-presidente Jair Bolsonaro sofreu uma queda durante a madrugada desta terça-feira (06) e bateu a cabeça em um móvel dentro de sua cela, na Superintendência da Polícia Federal. Segundo Michelle, o acidente teria ocorrido após uma “crise”, e o atendimento médico só teria sido prestado quando ela chegou para visitar o marido, por volta das 9h. O relato foi feito por meio de publicação nas redes sociais. Essas e outras notícias você confere no Morning Show.

Financial Times columnist Gillian Tett predicted that the Magnificent 7 tech stocks were not going to fall, but they wouldn't ride a lot higher either in 2025. What actually happened was a bit of a mixed bag, and Gillian says that sets these companies up for diverging paths in 2026. The era of an artificial intelligence tide lifting all boats seems to be drawing to an end. Mentioned in this podcast:Forecasting the World in 2025 Forecasting the world in 2026Note: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Sonja Hutson, and produced by Victoria Craig and Marc Filippino. Our show was mixed by Kent Militzer. Additional help from Gavin Kallmann, Michael Lello and David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Este boletim traz um resumo das principais notícias do dia na análise de Samuel Possebon, editor chefe da TELETIME.TELETIME é a publicação de referência para quem acompanha o mercado de telecomunicações, tecnologia e Internet no Brasil. Uma publicação independente dedicada ao debate aprofundado e criterioso das questões econômicas, regulatórias, tecnológicas, operacionais e estratégicas das empresas do setor. Se você ainda não acompanha a newsletter TELETIME, inscreva-se aqui (shorturl.at/juzF1) e fique ligado no dia a dia do mercado de telecom. É simples e é gratuito.Você ainda pode acompanhar TELETIME nas redes sociais:Linkedin: https://www.linkedin.com/company/teletimenews/Facebook: https://www.facebook.com/Teletime/ Ou entre em nosso canal no Telegram: https://t.me/teletimenews Hosted on Acast. See acast.com/privacy for more information.

Crain's residential real estate reporter Dennis Rodkin talks with host Amy Guth about news from the local housing market, including how Illinois counties are split on handling delinquent tax sales after a Supreme Court rebuke.Plus: Pritzker pushes back on head tax and Bears breaks — and urges transit action, Aqua tower apartments hit the market, Industrious opening second LaSalle Street co-working space, O'Hare sets record for summer travel and a Michael Jordan rookie card reportedly fetches $2.7 million in record sale. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Justin Nielsen and Mike Webster analyze Friday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

People are WATCHING, live like it. Titus 2:1-3 The households of followers of Jesus should look DIFFERENT. Titus 2:4-8, 9-10 The household codes aren't what they first APPEAR What was the world that Paul lived in? How do Paul's household codes DIVERGE from the views of the day? Are we assuming a 21st Century American […]

Allison and Justin have a frank conversation about what it feels like now that their caregiving lives are at such different stages: with Allison enduring ongoing crises and Justin no longer considering himself an active caregiver. They also discuss what they have heard from caregivers whose loved one has passed away about the grief they have experienced at no longer feeling at home with their caregiver friends. --- Join us for an online support group related to this episode on Sunday, October 12, from 6:00-7:15pm CT. Register Here!

Environmentalists have been stunned by President Donald Trump's rapid-fire attack on many of their achievements. From Joe Biden's climate law to longstanding regulations – green groups now find themselves on the defensive seemingly everywhere. But this week, they're rallying in New York City for Climate Week to try to forge a new path ahead. The only problem: two roads may be diverging as environmentalists debate different strategies to win back power. Plus, new guidance from the U.S. Army Corps of Engineers that may be more bad news for renewables.  James Bikales is a reporter for POLITICO. Zack Colman covers climate change for POLITICO. Nirmal Mulaikal is the co-host and producer of POLITICO Energy.   Alex Keeney is a senior audio producer at POLITICO.   Ben Lefebvre is the deputy energy editor at POLITICO.  Matt Daily is the energy editor for POLITICO.    For more news on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch    And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy  Learn more about your ad choices. Visit megaphone.fm/adchoices

Macro analyst Luke Gromen (FFTT) returns to Coin Stories with Natalie Brunell to explain why markets keep rising while Main Street struggles and why the “rules-based global order” is already over. We dig into: Whether the Fed will cut rates and the market reaction BRICS and the push toward gold settlement Is U.S. strategy to use stablecoins/Bitcoin to pay U.S. debt?  Rare-earth mineral chokepoints and China's leverage Fourth turning and political assassinations What it all means for Bitcoin, gold, bonds, and stocks ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month. Learn more at https://www.gemini.com/natalie  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Bitdeer Technologies Group ($BTDR) is a global leader in Bitcoin mining and high-performance computing for AI, with operations spanning four continents. Learn more at https://www.bitdeer.com ---- Natalie's Bitcoin Product and Event Links: For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  Genius Group (NYSE: $GNS) is building a 10,000 BTC treasury and educating the world through the Genius Academy. Check out *free* courses from Saifedean Ammous and myself at https://www.geniusacademy.ai.  Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

Katy Kaminski returns to explore why results in trend following rarely look alike, even when the rules sound the same. Using fresh research from Man Group and Quantica, she and Niels trace the fingerprints of design choices: the pace of signals, how portfolios tilt, whether to add carry, and the impact of alternative markets. Along the way they connect these differences to today's landscape, from the Fed's looming decision to Europe's bond jitters, from gas and power's outsized role in recent Alternative CTA returns to the risks of crowding. It's a clear-eyed discussion about how systematic strategies evolve - and why dispersion matters.Get Your FREE Copy of the latest Research Paper from DUNN Capital.-----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 Katy on LinkedIn.Episode TimeStamps:01:12 - What has caught our attention recently?06:44 - Industry performance update12:01 - How different can managers really be in the trend following space?22:30 - Is Andrew Beer onto something about the sharpe ratio of trend indices?24:26 - Why Katy and Alex are obsessed with return dispersion30:34 - What drives dispersion the most?32:41 - Designing a trend following benchmark35:46 - Quantifying turbulence in CTAs39:46 - The importance of simplicity as a CTA42:30...

Aero is... not everything? Forget about the wind tunnel, kammtail tube shapes, and 65mm deep rims because Cervelo's just-released R5 proves that light isn't just right, it's also fun. Alvin has been testing the new climbing-focused R5 and tells us what it's like to ride and why it might make more sense than an objectively faster aero bike, especially if you swap the tires. We headed off-road as Specialized debuted the 4th-generation Diverge gravel bike in Slovenia, and tech editor Josh Ross was there to find out how it performs. He explains all the updates, including room for 2.2" wide tires, its evolved geometry, and why it has an even bigger hole. We also dig into Specialized's decision to spec every model with their Future Shock suspension stem, and how it compares to a heavier and more complex suspension fork. We also discuss the latest updates to the Garmin 550 and 850 computers as well as Garmin's Rally power meter pedals, now available with rechargeable batteries. And last but not least: the Lazer VeloVox begs the question of who among us needs walkie talkies built into their helmets. Further reading Review: The Cervélo R5 Doesn't Try to Appeal to Everyone, and It's Better for It Review: Specialized Diverge 4 Fits a 2.2 Tire but You Have to Love Future Shock Special Bianchis, a Walkie Talkie for Group Rides, New Scope Wheels, and | This Week in Bike Tech Garmin Launches New, Brighter Edge 550 & 850 Alongside Updated Rally Power Meter Pedals

Jack Luke is joined by Simon von Bromley and Ollie Smith to break down the biggest tech stories in cycling this week. The team dive into Garmin's new Rally power meter pedals and Edge computers, with Simon offering his take on the steeply priced pedals. Ollie shares his first impressions of the freshly launched Specialized Diverge 4, which brings bigger tyre clearance, tweaked geometry and the latest Future Shock suspension. Looking back to last week's top story on BikeRadar, Tom Marvin asked ChatGPT to design the mountain bike of the future – with results ranging from realistic to wildly fanciful. And in Rant of the Week, we argue the case for more shiny groupsets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Nvidia and Broadcom heading in opposite directions, as stocks wrap up the first week of September trading. What the chip stock divergence means for the broader tech trade, and if the jumps and drops will continue. Plus payrolls coming in lighter-than-expected in August, further solidifying hopes of a September rate cut by the Fed. What the data says about a weakening U.S. economy, and if a 50 basis point cut is on the table for the central bank.Fast Money Disclaimer

In this episode of The Innovation Storytellers Show, I sit down with Thai Nguyen, Managing Director of Diverge, the corporate venture and innovation arm of Hensel Phelps. With more than 20 years of experience in architecture and construction, Thai is charting a bold new path for the built environment by reimagining how disruptive solutions are discovered, tested, and scaled. From laser scanning and drones to the rise of robotics and generative AI, Thai shares how innovation is reshaping everything from fieldwork to leadership mindsets. We explore why simplicity is key to adoption, how “field first” thinking drives sustainable change, and why empathy is critical when overcoming resistance to new technology. This conversation goes far beyond blueprints and buildings. Thai opens up about his nonlinear career journey, the appetite for change that has guided him, and his vision for creating a culture of open collaboration across the construction industry.  Whether you are in tech, design, or business leadership, his insights on navigating complexity, balancing people with technology, and leading through uncertainty will resonate.  

On today's show we are looking at a divergence between lumber futures prices and current lumber composite prices. These two graphs always tend to track each other, sometimes with a small delay. But the prices always follow the futures. However, this is a moment in time when the lumber futures are diverging. The week-to-week framing lumber composite price fell by 0.5% on June 27, 2025, declining to $422 per 1,000 board feet. This was the 12th consecutive week of declines, and the lowest price since October 2024. The falling prices reflect falling demand for lumber as construction starts continue their steady decline. Production also fell in response to the fall in demand. But the July Futures price is $615, September is $664 and November is $675. That's a 60% premium over the current spot price. Holding physical lumber (spot price) incurs costs. This includes warehousing, insurance, and the cost of capital tied up in inventory. Futures prices reflect these "carrying costs" that would be avoided by buying a contract for future delivery rather than purchasing the physical commodity today and storing it. Storing that lumber incurs interest costs if the inventory is financed. So part of the difference in price is explained by the cost of carrying physical inventory. There is anticipation of future increase in demand for new construction later this year and into next year. So the market is forecasting growth, even though the market is clearly experiencing a decline over the past 6 months. Finally, the trade war is anticipating supply side constraints as we have already seen a 6% decline in lumber from Canada entering the US. This is further anticipated to amplify as the trade dispute continues. This will make forecasting of construction costs more difficult for the foreseeable future in the US which will put downward pressure on new construction until the uncertainty is removed. ------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)