Podcasts about Dotcom

This is Alex Heath. For my final episode as your Thursday episode guest host, I recently sat down with Bret Taylor, the CEO of AI startup Sierra and the chairman of OpenAI, for a live event in San Francisco hosted by Alix Partners.  Bret has worked at Google, Facebook, and Salesforce in high-level, executive roles, and he led Twitter's board during Elon Musk's takeover, so very few people have seen the tech industry up close like Bret has. Now, he's all in on AI. We covered a lot of ground in this conversation, and I hope you find Bret's perspective as fascinating as I did. Links: Ex-Salesforce co-CEO Bret Taylor's Sierra is the latest $10 billion AI startup | CNBC I talked to Sam Altman about the GPT-5 launch fiasco | Verge Sam Altman says ‘yes,' AI is in a bubble | Verge MIT study on AI profits rattles tech investors | Axios GPT-5 Pro can prove new, interesting mathematics | Sebastien Bubeck AI chatbots are ready to talk to customers. Sort of. | WSJ How is AI different than other technology waves? | Acquired Podcast Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Our producers are Kate Cox and Nick Statt. Our editor is Ursa Wright.  The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Susanne Ekström is a Swedish entrepreneur, world-renowned CEO coach, and #1 international bestselling author, as well as the founder of BeASmarterLeader and SEE Management. With a clear mission—to help CEOs lead with confidence, clarity, and impact—she's guided over 6,500 leaders across the US, Canada, and Europe to stronger teams, sharper focus, and smarter results. Her signature offer, “Boost your bottom line by $499K in 99 days,” has helped clients unlock over $30 million in new profit in just the past five years. Susanne's journey began in the aftermath of the 2001 DotCom tech crash, when her startup went bankrupt. That moment shaped her path forward: helping others build strong, sustainable companies that don't just succeed—they last. Today, her work is featured in magazines as Brainz Magazine, HR Tech Outlook, The Enterprise World, and USA Wire. Her CEO roundtables, books, and CEO/leadership signature programs continue to shape how the next generation of leaders grow—by design, not default. Click here for Suzanne's book, Leadership Development for Smarter Leaders: Confidently Build Lasting Habits, EQ & Team Motivation Skills You Need to Lead Successfully and Drive Results in 99 Days or Less.

You'll want to listen to this one. We discuss:(00:00) Introduction(05:19) Navigating the Dotcom bust(10:00) The Entrepreneurial Mindset in Investing(16:29) Investing books misleading investors(21:30) Understanding Rule Breaker Investing(27:59) Building a Rule Breaker portfolio(28:36) The Habits of a Rule Breaker Investor(32:57) Portfolio management and position sizing(38:53) The Psychology of Holding Stocks(43:15) Learning from Mistakes in Investing(54:12) The Snap Test: A Mindset Shift for InvestorsDavid's new book: https://www.amazon.com/Rule-Breaker-Investing-Stocks-Lasting/dp/1804091219*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The Government wants to deal with shoplifting offences in a quicker way instead of going through the entire court system. The Justice Minister's newly released Cabinet paper proposes the burden of proof should fall on the suspect to prove their innocence. This clashes with the right to be presumed innocent until proven guilty, as protected in the New Zealand Bill of Rights Act. But Paul Goldsmith told Mike Hosking this could be compared to a traffic offence. He says someone caught speeding is given a ticket and must pay a fine unless there is a reasonable excuse. He's also welcoming a High Court ruling that the decision to extradite Kim Dotcom was legal. The Megaupload millionaire had challenged Paul Goldsmith's decision to surrender him to the US earlier this year, arguing the charges against him are politically motivated. Dotcom fought the extradition process all the the way to the Supreme Court and his latest effort was a judicial review. The Justice Minister told Hosking he's pleased to see his decision upheld but notes there are still potential appeals to be had. The Dotcom legal battle began 13 years ago. LISTEN ABOVE See omnystudio.com/listener for privacy information.

A top official at the Federal Reserve said Saturday that this month's stunning, weaker-than-expected report on the U.S. job market is strengthening her belief that interest rates should be lower. Bowman said that “the latest labor market data reinforce my view” that the Fed should cut interest rates three times this year. ~This episode is sponsored by Gemini~Sign up for The Gemini Credit Card and get an extra $50 in crypto!➜ https://bit.ly/GeminiPBN00:00 Intro00:10 Sponsor: Gemini01:10 Rate cut cycle01:55 Odds skyrocket02:55 Mohamed El-Erian: The Fed's scope has been too narrow04:50 3 rate cut odds06:10 CNBC: Why this is a bad time to cut rates?08:00 Dotcom bubble vs now11:00 Diamond Circle11:40 Tom Lee: rate cuts and job data14:00 Tom Lee: BTC doubles from here15:30 $OCTO16:30 $BMNR Ethereum reserve17:10 Ethereum stablecoin supply hits $165B18:00 SOL Strategies18:30 Fidelity Token19:30 S&P all time highs21:00 2027 Peak21:45 Japan next Prime Minister22:30 Outro#Crypto #federalreserve #Bitcoin~Three Rate Cuts Now Likely

SummaryIn this conversation, Adam Walter and Skip Ziegler discuss the integration of AI into business practices, emphasizing the importance of security and the lessons learned from the dot-com era. They explore the potential risks associated with AI, particularly regarding data security and the need for proper safeguards. The discussion highlights the necessity for IT professionals to educate clients about AI's implications and to approach AI integration with caution and informed strategies.

All issues being reviewed on our podcast may contain spoilers without extra warning. We didn't record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 332 David Gloyd and Anthony Laatsch reveal each of their own brand new self-published comic books! Club Discussion: Uncle Scrooge: Earth's Mightiest Duck # 1, What If...? Goofy Became Spider-Man Weekly Reviews: Dewy's Adventures: The Strips, Bloodletter # 1, Lily and Stitch: Ohana Means Family # 1, The World of the Dragonlords, Paw & Order: The Grilled Cheese Caper, Ghost Pepper # 1 Go to crimsoncowl DOT COM for info! Go to the Youtube version of our show for all of the links!

Guest - Bill Kirk - Washington Gun Law Dot Com // Lawsuit: Seattle sues Glock over handguns that can be turned into machine guns // Sig Sauer P320 controversy: Separating fact from fiction in safety claims // Could the infamous “Slumpbuster” save the Mariners’ season? // LETTERS 

Mike Armstrong and Paul Lane discuss why a good economy can feel so bad. US stocks are now pricier than they were in the lead-up to the Dot-Com bubble pop. How bad could the fallout be from an AI bubble pop? What is the ultimate goal of the tariffs? A band of retail investors are beginning to flex their muscle. Musk now claims Tesla's profits will largely come from robots.

AI is set to create a once in a generation shift in how we work. But will it be worth it or are we looking at a repeat of the Dot Com crash from 25 years ago? ServiceNow is a giant Enterprise software company which provides all manner of consultancy and business support including AI to the largest companies in the world.All to discuss with Mark Cockerill is the country lead for ServiceNow here in Ireland.

09-01-25 - BR - MIX - 3x - The God Fish - Girls Pooping Dot Com - Lee Greenwood Fight BOSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

09-01-25 - BR - MIX - 3x - The God Fish - Girls Pooping Dot Com - Lee Greenwood Fight BOSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

De laatste paar maanden van het jaar lijken een heftige rit te worden. De risico's stapelen zich op: de Europese economie verzwakt, het oneindige AI-optimisme kalft af, de onafhankelijkheid van de Amerikaanse centrale bank ligt onder vuur, en er is nog altijd onzekerheid rond importheffingen vanuit de VS. Daartegenover wijst de Wall Street Journal op de enorm opgelopen waarderingen van de S&P 500 bedrijven. Die zijn zelfs duurder dan voor het barsten van de Dotcom-bubbel. Stevenen we op een nieuwe crisis af? Wat is de grootste bedreiging? En hoe zorg je dat je daar levend doorheen komt? Dat zoeken we deze aflevering voor je uit. Dan hebben we het ook over het crisismanagement bij Meta. Mark Zuckerberg had een paar maanden geleden nog een gat in z'n hand. Hij gaf miljarden uit om overal het allerbeste AI-talent vandaan te plukken. Maar dat hobbyproject lijkt uit te lopen op een miljardenflop. Die knappe koppen komen namelijk nu al tot de conclusie dat de beste optie misschien is om hun AI in te kopen bij de concurrent. Overigens hoor je ook over het bewijs dat de AI van Meta nog niet op het gewenste niveau is. Hun chatbots blijken namelijk nogal wel eens de regels te overtreden, en bekendheden na te doen die daar geen toestemming voor hebben gegeven. En daar blijft het niet bij... Verder gaat het nog over de schrik in het Witte Huis. Het federale hof van beroep heeft besloten dat Trump zijn importheffingen nooit zo had mogen doorvoeren. En er komen weer nieuwe exportrestricties voorbij. Op chipmachines. Gelukkig niet die van ASML of ASMI, maar van Amerikaanse bedrijven. Die mogen niet meer naar de fabrieken van Samsung en SK Hynix in China.See omnystudio.com/listener for privacy information.

In der heutigen #kassensturz Folge, unseren Marketing & eCommerce News, geht es unter anderem um folgende Themen:(00:00) Intro(02:29) Netflix eröffnet “Netflix Houses”(07:03) AI Blase als neue Dotcom Blase(15:43) JD startet JoyBuy in Deutschland(23:26) Pattern geht an die Börse(31:02) Macy's Media Network startet Amazon Retail Ad Service Pilot(34:25) Taz Patel, Head of Ads & Shopping, verlässt Perplexity(39:29) Spotify führt eine Messaging-Funktion einQuellenNetflix eröffnet Erlebniszentren “Netflix Houses”https://retail-news.de/erlebniszentren-netflix-house-start-usa-november/AI Blase als neue Dotcom Blasehttps://www.linkedin.com/posts/linasbeliunas_nailed-it-ai-is-one-of-the-most-exciting-activity-7363880052951789569-kz6FJD startet JoyBuy in Deutschlandhttps://excitingcommerce.de/2025/08/25/jd-startet-joybuy-in-deutschland-mit-same-day-in-nrw/Pattern geht an die Börsehttps://www.marketplacepulse.com/articles/pattern-the-anti-ankerMacy's Media Network startet Amazon Retail Ad Service Pilothttps://www.adweek.com/commerce/advertisers-will-soon-be-able-to-buy-macys-media-network-through-amazon/Taz Patel, Head of Ads & Shopping, verlässt Perplexityhttps://www.adweek.com/media/perplexity-advertising-chief-taz-patel-departsSpotify führt eine Messaging-Funktion einhttps://newsroom.spotify.com/2025-08-26/introducing-messages-a-new-way-to-share-what-you-love-on-spotify-with-friends-and-family/Max & Kristina auf LinkedIn>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Max Rottenaicher⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Kristina Mertens⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠CreditsLogo Design: Naim SolisIntro & Jingles: Kurt WoischytzkyFotos: Stefan GrauIntro-Video: Tim Solle

De laatste paar maanden van het jaar lijken een heftige rit te worden. De risico's stapelen zich op: de Europese economie verzwakt, het oneindige AI-optimisme kalft af, de onafhankelijkheid van de Amerikaanse centrale bank ligt onder vuur, en er is nog altijd onzekerheid rond importheffingen vanuit de VS. Daartegenover wijst de Wall Street Journal op de enorm opgelopen waarderingen van de S&P 500 bedrijven. Die zijn zelfs duurder dan voor het barsten van de Dotcom-bubbel. Stevenen we op een nieuwe crisis af? Wat is de grootste bedreiging? En hoe zorg je dat je daar levend doorheen komt? Dat zoeken we deze aflevering voor je uit.

De laatste paar maanden van het jaar lijken een heftige rit te worden. De risico's stapelen zich op: de Europese economie verzwakt, het oneindige AI-optimisme kalft af, de onafhankelijkheid van de Amerikaanse centrale bank ligt onder vuur, en er is nog altijd onzekerheid rond importheffingen vanuit de VS. Daartegenover wijst de Wall Street Journal op de enorm opgelopen waarderingen van de S&P 500 bedrijven. Die zijn zelfs duurder dan voor het barsten van de Dotcom-bubbel. Stevenen we op een nieuwe crisis af? Wat is de grootste bedreiging? En hoe zorg je dat je daar levend doorheen komt? Dat zoeken we deze aflevering voor je uit. Dan hebben we het ook over het crisismanagement bij Meta. Mark Zuckerberg had een paar maanden geleden nog een gat in z'n hand. Hij gaf miljarden uit om overal het allerbeste AI-talent vandaan te plukken. Maar dat hobbyproject lijkt uit te lopen op een miljardenflop. Die knappe koppen komen namelijk nu al tot de conclusie dat de beste optie misschien is om hun AI in te kopen bij de concurrent. Overigens hoor je ook over het bewijs dat de AI van Meta nog niet op het gewenste niveau is. Hun chatbots blijken namelijk nogal wel eens de regels te overtreden, en bekendheden na te doen die daar geen toestemming voor hebben gegeven. En daar blijft het niet bij... Verder gaat het nog over de schrik in het Witte Huis. Het federale hof van beroep heeft besloten dat Trump zijn importheffingen nooit zo had mogen doorvoeren. En er komen weer nieuwe exportrestricties voorbij. Op chipmachines. Gelukkig niet die van ASML of ASMI, maar van Amerikaanse bedrijven. Die mogen niet meer naar de fabrieken van Samsung en SK Hynix in China.See omnystudio.com/listener for privacy information.

In this episode, Robert tackles the question on everyone's mind: are U.S. tech stocks in a bubble? He unpacks why constant “bubble talk” misses the bigger picture, what history gets wrong about comparisons to the Dot-Com era, and how the rise of AI, liquidity cycles, and profit margins are changing the game. From Nvidia's explosive growth to Palantir's surge, he explains why valuations aren't the whole story and why any true AI bubble could dwarf 2000. Plus, a listener question on his strategy behind closing 11 straight options trades for profit opening up a discussion about risk, strategy, and how to build consistency in volatile markets.

All issues being reviewed on our podcast may contain spoilers without extra warning. We didn't record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 331 Club Discussion: It's Jeff!: Infinity Paws Weekly Reviews: Archie Meets Jay & Silent Bob, Thundercats/The Powerpuff Girls # 1, Godzilla vs. X-Men, Peacemaker Tries Hard!, Toxic Avenger # 1 News: August 2025 Previews Check out crimsoncowl DOT COM as well as the full video version of our show on YouTube for all of the links!

In 2000, internet darling Cisco was the world's most valuable company. Today it's worth half as much. AI juggernauts like Nvidia and Palantir are driving the tech-bloated S&P 500 today. Buyer beware. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Remember the Dot Com craze where anything that said dot com was trading for insane amounts only for 90% of the companies to fail? 

[01:05:38] MIT: 95% AI FlopsMIT review finds most enterprise AI deployments failing; Hertz's AI “hallucinations” billed fake damages to customers. [01:25:42] Artificial-Womb RobotsPitch for “pregnancy robots” compared to Brave New World, raising transhumanist fears while basic biology remains unsolved. [01:40:08] FBI Raids John BoltonReports surface of FBI searching Bolton's files over leaks; segues into broader distrust of U.S. intelligence power. [01:42:19] Cracker Barrel ‘Bud Light' MomentRestaurant's Pride rebrand triggers backlash likened to Bud Light; BlackRock/Vanguard's influence cited as driving cultural surrender. [02:18:31] BlackRock, Vanguard & Housing ControlDiscussion on how financial giants like BlackRock and State Street manipulate markets, block ownership, and outbid families on homes. [02:19:10] Mosque Controversy & DNA DebateCriticism of mosque construction in neighborhoods and a deep dive into DNA as evidence of intelligent design versus evolution. [02:23:54] California's AB495 & Parental RightsPastor Jack Hibbs warns about legislation allowing non-parents to take children with affidavits, sparking fears of state-enabled trafficking. [02:33:58] Trump's War Plans on CartelsAnalysis of Pentagon orders for potential U.S. military strikes against Mexican cartels, linked to prohibition's failures and police-state expansion. [02:43:10] Gaza Starvation & Israel DebateCoverage of starvation in Gaza, Lindsey Graham's defense of Israel, and criticism of U.S. figures like Charlie Kirk and Mike Huckabee defending IDF actions. [03:03:17] Dot-Com 2.0 WarningGerald Celente predicts the AI boom will collapse like the 2000 dot-com bust, with major consequences for stocks and gold. [03:05:38] Rate Cuts, Gold PopPowell signals rate cuts; markets jump as gold surges, reflecting inflation fears and a weaker dollar. [03:20:15] NAFTA/WTO Job DrainNAFTA and China's WTO entry blamed for offshoring U.S. jobs; robots seen as a future, but slower, replacement threat. [03:22:35] Stablecoin Power PlayDiscussion of Trump-world's stablecoin push and new legislation seen as paving the way for a surveillance-ready digital economy. [03:39:49] Kushner ‘Desert' RemarkKushner quoted suggesting Palestinians be pushed into the desert; plans for a “Middle East Riviera” called genocidal. [03:41:04] Why Fund Harvard?Criticism of Harvard's massive endowment and federal subsidies while the university pivots investments into gold. [03:41:50] ‘Fascism' & Peace RallyClosing segment brands America as corporate-state fascism and promotes an upcoming peace and freedom rally. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind 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.

[01:05:38] MIT: 95% AI FlopsMIT review finds most enterprise AI deployments failing; Hertz's AI “hallucinations” billed fake damages to customers. [01:25:42] Artificial-Womb RobotsPitch for “pregnancy robots” compared to Brave New World, raising transhumanist fears while basic biology remains unsolved. [01:40:08] FBI Raids John BoltonReports surface of FBI searching Bolton's files over leaks; segues into broader distrust of U.S. intelligence power. [01:42:19] Cracker Barrel ‘Bud Light' MomentRestaurant's Pride rebrand triggers backlash likened to Bud Light; BlackRock/Vanguard's influence cited as driving cultural surrender. [02:18:31] BlackRock, Vanguard & Housing ControlDiscussion on how financial giants like BlackRock and State Street manipulate markets, block ownership, and outbid families on homes. [02:19:10] Mosque Controversy & DNA DebateCriticism of mosque construction in neighborhoods and a deep dive into DNA as evidence of intelligent design versus evolution. [02:23:54] California's AB495 & Parental RightsPastor Jack Hibbs warns about legislation allowing non-parents to take children with affidavits, sparking fears of state-enabled trafficking. [02:33:58] Trump's War Plans on CartelsAnalysis of Pentagon orders for potential U.S. military strikes against Mexican cartels, linked to prohibition's failures and police-state expansion. [02:43:10] Gaza Starvation & Israel DebateCoverage of starvation in Gaza, Lindsey Graham's defense of Israel, and criticism of U.S. figures like Charlie Kirk and Mike Huckabee defending IDF actions. [03:03:17] Dot-Com 2.0 WarningGerald Celente predicts the AI boom will collapse like the 2000 dot-com bust, with major consequences for stocks and gold. [03:05:38] Rate Cuts, Gold PopPowell signals rate cuts; markets jump as gold surges, reflecting inflation fears and a weaker dollar. [03:20:15] NAFTA/WTO Job DrainNAFTA and China's WTO entry blamed for offshoring U.S. jobs; robots seen as a future, but slower, replacement threat. [03:22:35] Stablecoin Power PlayDiscussion of Trump-world's stablecoin push and new legislation seen as paving the way for a surveillance-ready digital economy. [03:39:49] Kushner ‘Desert' RemarkKushner quoted suggesting Palestinians be pushed into the desert; plans for a “Middle East Riviera” called genocidal. [03:41:04] Why Fund Harvard?Criticism of Harvard's massive endowment and federal subsidies while the university pivots investments into gold. [03:41:50] ‘Fascism' & Peace RallyClosing segment brands America as corporate-state fascism and promotes an upcoming peace and freedom rally. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind 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.

Tech stocks are overvalued and going down. AI is taking over, with China leading the way. Get Ready for Dot-Com Bust 2.0 Gold is up because of the geopolitical and economic uncertainty. Last week, President Donald Trump met with Russian President Vladimir Putin in Alaska, aiming to broker an end to the Ukraine War. Despite bold pre-meeting statements – including threats of “severe consequences” and promises to walk away if demands weren't met – the summit yielded no agreement, no roadmap, no meaningful progress, and no consequences were dealt. Tune in to see where the economy is heading, what's next, what to do and how to prepare.

In this episode of the BE SMART podcast, Jared and Cameron discuss various market trends and economic indicators, including the implications of the latest PPI report, the potential for stagflation, and the current state of market valuations compared to the dot-com bubble. They also explore the concentration of tech stocks in the S&P 500, the opportunities in small-cap investments, and the future demand for silver in the context of solar energy and AI.

Last week, OpenAI CEO Sam Altman said, “Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes”. Altman compared the widespread interest over Artificial Intelligence today, to the “tech bubble” of the late 1990s. But, the Magnificent 7 companies' valuations today are less than half what the top five technology companies were, at the peak of the dot-com bubble.With over 90% of S&P 500 index companies having already reported their Q2 results, earnings growth is settling in at 12.0%, and the consensus forecast of 4.8% for Q3 is starting to look too low. Higher-than-expected July producer prices and nominal retail sales may both be signalling that the full impact of tariffs is yet to come. We expect producers to pass on the increased cost to consumers in the months ahead.

We're excited to share the first episode of Peabody Award-nominated podcast Long Shadow’s new season, Breaking the Internet. Hosted by Pulitzer Prize finalist and historian Garrett Graff, Long Shadow: Breaking the Internet charts the evolution of the internet – from the optimistic days of the dot-com boom to our present moment. Produced by Long Lead and distributed by PRX, this seven-part series aims to tell the story of humanity's greatest invention, and how it's led us to the biggest crisis facing society today. In this specific episode, you’ll travel back to 1993. Gas is just over a dollar a gallon. Minimum wage is $4.25 an hour. Mass media is hitting its apex, and American culture is about as homogenous as it’s ever been. And somewhere in the background of all that, this new thing called the World Wide Web just became available to the general public…. then a computer bug threatened to shut it all down forever. To listen to more episodes, follow Long Shadow on Apple Podcasts, Spotify or your favorite podcast app. If you’re listening on Spotify, you can leave a comment there or email us at hello@tangoti.com! Follow Bridget and TANGOTI on social media! Many vids each week. instagram.com/bridgetmarieindc/ tiktok.com/@bridgetmarieindc youtube.com/@ThereAreNoGirlsOnTheInternet See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

The Trends Journal is a weekly magazine analyzing global current events forming future trends. Our mission is to present Facts and Truth over fear and propaganda to help subscribers prepare for What's Next in these increasingly turbulent times. To access our premium content, subscribe to the Trends Journal: https://trendsjournal.com/subscribe Follow Gerald Celente on Twitter: http://twitter.com/geraldcelente Follow Gerald Celente on Facebook: http://facebook.com/gcelente Follow Gerald Celente on Instagram: https://www.instagram.com/geraldcelentetrends Follow Gerald Celente on Gab: http://gab.com/geraldcelente Copyright © 2025 Trends Research Institute. All rights reserved.

This week on Talking Wealth, Dale compares the current AI revolution and the Dotcom boom to determine if this current trend is another boom-bust period. Right now, investors are piling into AI related stocks like Nvidia, Microsoft, and a host of lesser-known names that are seeing explosive gains. But is this growth grounded in reality, or are we replaying the dot-com bubble of the early 2000s?

Howard is joined by Katie Perry to dive headfirst into the "Degenerate Economy", a term he coined to describe the collision of speculation, vice, free time, and mobile tech. From the sin stocks of the 1980s to Robinhood, crypto, and Zyn pouches, this conversation unpacks how financial speculation has morphed into mainstream entertainment. They explore why the post-COVID world unleashed a wave of retail trading, how platforms like Twitter and Discord are the new Wild West saloons, and what it means when money becomes religion. Plus, Howard shares his own investment thesis behind the Degenerate Economy Index, including why CME, Philip Morris, and even Bitcoin make the cut. A must-watch for anyone wondering how speculation, technology, and culture are reshaping capitalism.Join Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/Chapters00:00 What Is the Degenerate Economy?02:45 From Booze to Zyn: Vice Meets Technology05:00 Speculation as Entertainment08:15 Why Everyone's a Gambler Now10:00 The Missing “Risk Score” for Investors12:00 Peak Grift and the Summer of Scammers15:00 How Speculation Went Mainstream17:00 Dotcom vs Degen: Are We in a Bubble?20:30 Crypto as the New Global Religion25:00 Building the Degenerate Economy Index27:00 Philip Morris, Zyn, and Modern Vice StocksDisclaimer:All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

Doug Cohen compares the market cycle to the dot-com bubble. He argues that while parts of the market, like meme stocks or cyber, are “frothy,” the 90's won't repeat themselves because the leadership of the market is the Mag 7. He thinks that these “well-established” companies that can be used for “offense or defense” and have strong balance sheets can continue to buoy the whole market. He also thinks that AI will make us “lose a lot of jobs” which will lead to further social dissension: “I worry about the societal fabrics.” But from an equity perspective, he says, “this is the golden era” of AI.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

August may be a seasonally-weaker month for markets, but for Summer Weather in Texas, it's hot! Lance shares weekend wedding events, and previews this week's economic data reports: Will inflation stoked by tariffs appear in the numbers? The only question that matters to investors his how the news will affect forward earnings estimates. There is now a 90% probability of a Fed rate cut by September; much will hinge on this week's CPI, PPI, and Retail Sales data. Lance reviews the similarities and differences between the Dot Com bubble and the AI boom. (Lance's ADD is triggered by a story on a TV monitor about adult pacifiers.) Revenues are key to economic growth, and employment is critical. Commentary on debts, deficits, and student loan defaults. Markets are sitting in a contraction zone: 80% of market is not growing. Global growth forecasts are dismal; debt is not the problem. Debts and deficits are a feature of the economy, not a bug. SEG-1a: August Weather & Weddings in Texas SEG-1b: CPI, PPI, & Retail Sales: Will Tariff Inflation Show Up? SEG-2a:The Only Question That Matters - How Does it Affect Earnings? SEG-2b: AI Today is a Lot Like 1999 SEG-2c: Adult Pacifier Distraction SEG-2d: Revenue is What Generates Earnings SEG-2e: Wage Growth Isn't Increasing SEG-2f: IMF Growth Projections SEG-2g: The Debt & Deficits Problem Isn't What You Think Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=Fszx_pdp-sA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Articles mentioned in this report: "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Markets are Set Up for Correction" is here: https://www.youtube.com/watch?v=ajVPyWtMA9I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Would a 20% Social Security Reduction Mean for Your Retirement?" https://www.youtube.com/watch?v=2eRpXL4yYQI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=55s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #MarketRally #AllTimeHighs #USDollar #Gold #USEconomy #EconomicGrowth #MarketOutlook #GDPTrends #RecessionRisk #InvestingAdvice #Money #Investing

August may be a seasonally-weaker month for markets, but for Summer Weather in Texas, it's hot! Lance shares weekend wedding events, and previews this week's economic data reports: Will inflation stoked by tariffs appear in the numbers? The only question that matters to investors his how the news will affect forward earnings estimates. There is now a 90% probability of a Fed rate cut by September; much will hinge on this week's CPI, PPI, and Retail Sales data. Lance reviews the similarities and differences between the Dot Com bubble and the AI boom. (Lance's ADD is triggered by a story on a TV monitor about adult pacifiers.) Revenues are key to economic growth, and employment is critical. Commentary on debts, deficits, and student loan defaults. Markets are sitting in a contraction zone: 80% of market is not growing. Global growth forecasts are dismal; debt is not the problem. Debts and deficits are a feature of the economy, not a bug. SEG-1a: August Weather & Weddings in Texas SEG-1b: CPI, PPI, & Retail Sales: Will Tariff Inflation Show Up? SEG-2a:The Only Question That Matters - How Does it Affect Earnings? SEG-2b: AI Today is a Lot Like 1999 SEG-2c: Adult Pacifier Distraction SEG-2d: Revenue is What Generates Earnings SEG-2e: Wage Growth Isn't Increasing SEG-2f: IMF Growth Projections  SEG-2g: The Debt & Deficits Problem Isn't What You Think Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=Fszx_pdp-sA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Articles mentioned in this report: "US Economic Growth Shows Cracks" https://realinvestmentadvice.com/resources/blog/us-economic-growth-shows-cracks/ "Meme Stock Trading & Livermore's Approach To Speculation" https://realinvestmentadvice.com/resources/blog/meme-stock-trading-livermores-approach-to-speculation/ ------- The latest installment of our new feature, Before the Bell, "Markets are Set Up for Correction" is here:  https://www.youtube.com/watch?v=ajVPyWtMA9I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Would a 20% Social Security Reduction Mean for Your Retirement?" https://www.youtube.com/watch?v=2eRpXL4yYQI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=55s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketCorrection #MarketRally #AllTimeHighs #USDollar #Gold #USEconomy #EconomicGrowth #MarketOutlook #GDPTrends #RecessionRisk #InvestingAdvice #Money #Investing

How can low beta stocks help savvy investors sidestep the pain of the Dot-Com Bust? Lance Roberts & Michael Lebowitz reveal why that lesson matters today...what low beta investing means, how it works in bear markets, and how it can protect your portfolio from bubbles and volatility. Lance reviews market reaction to tariffs coming completely online, and Apple's commitment to re-shore manufacturing to the US; the multiplier effect of domestic manufacturing. A look at Eli Lilly's successful completion of trials for its GLP pill; markets continue to hover along the 20-DMA. Lance and Michael discuss the AI phenomenon; what it really means when we're talking about "the market;" what is the cycle that is sustaining the stock market? How will younger investors' habits imprint market dynamics. What will trigger a crisis of confidence in the market; Lance and Michael discuss the importance of continuous risk management. SEG-1: Tariffs Are Fully in Effect - Market Response SEG-2a: Markets Continue to Defy Dire News SEG-2b: Is the AI Bubble the Same as the Dot-com Bubble? SEG-2c: Commentary on the Concentration on AI Stocks SEG-2d: What Do We Mean when We Say, "Market?" SEG-2e: The Virtuous Cycle Lifting Markets Higher SEG-2f: Impact & Influence of Younger Investors' Habits SEG-2g: What Will Be the Crisis of Confidence? SSEG-2h: The Importance of Risk Management Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=xW8-B15zzCk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- The latest installment of our new feature, Before the Bell, "8-7-25 Is the Correction Over?" is here: https://www.youtube.com/watch?v=UEX8Ev1PJgo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Build a Winning Investment Portfolio | What to Buy & What to Avoid in 2025 " https://www.youtube.com/watch?v=OYKQ9V4PIfU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TechnicalAnalysis #MarketRisk #MarketCorrection #MarketRally #20DMA #LowBetaStocks #DotComBubble #RiskManagement #StockMarketCrash #DefensiveInvesting#InvestingAdvice #Money #Investing

How can low beta stocks help savvy investors sidestep the pain of the Dot-Com Bust? Lance Roberts & Michael Lebowitz reveal why that lesson matters today...what low beta investing means, how it works in bear markets, and how it can protect your portfolio from bubbles and volatility. Lance reviews market reaction to tariffs coming completely online, and Apple's commitment to re-shore manufacturing to the US; the multiplier effect of domestic manufacturing. A look at Eli Lilly's successful completion of trials for its GLP pill; markets continue to hover along the 20-DMA. Lance and Michael discuss the AI phenomenon; what it really means when we're talking about "the market;" what is the cycle that is sustaining the stock market? How will younger investors' habits imprint market dynamics. What will trigger a crisis of confidence in the market; Lance and Michael discuss the importance of continuous risk management. SEG-1: Tariffs Are Fully in Effect - Market Response  SEG-2a: Markets Continue to Defy Dire News SEG-2b: Is the AI Bubble the Same as the Dot-com Bubble? SEG-2c: Commentary on the Concentration on AI Stocks SEG-2d: What Do We Mean when We Say, "Market?" SEG-2e: The Virtuous Cycle Lifting Markets Higher SEG-2f: Impact  & Influence of Younger Investors' Habits SEG-2g: What Will Be the Crisis of Confidence? SSEG-2h: The Importance of Risk Management Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=xW8-B15zzCk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- The latest installment of our new feature, Before the Bell, "8-7-25 Is the Correction Over?" is here:  https://www.youtube.com/watch?v=UEX8Ev1PJgo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Build a Winning Investment Portfolio | What to Buy & What to Avoid in 2025 " https://www.youtube.com/watch?v=OYKQ9V4PIfU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TechnicalAnalysis #MarketRisk #MarketCorrection #MarketRally #20DMA #LowBetaStocks #DotComBubble #RiskManagement #StockMarketCrash #DefensiveInvesting#InvestingAdvice #Money #Investing

It's time for our daily chat with KCBS Insider Phil Matier. In what may be a sign of how things are in San Francisco, an AI company is moving into office space that once housed Macy's online division.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featuredIs the stock market dangerously overvalued—or just different now?In this episode of Watchdog on Wall Street, Chris takes on the growing panic over "AI bubble" headlines and tech sector dominance in the S&P 500.You'll learn:Why today's tech titans are not like the dot-com duds of 1999How inflation and fewer publicly traded companies are rewriting market mathWhat “overvalued” really means (hint: fundamentals still matter)Why nobody actually knows what the “right” valuation is anymore. www.watchdogonwallstreet.com

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research. They take a look at the current earnings and valuation of the S&P 500 to determine whether or not there is still upside for investors buying stocks today. Jessica points out a nearly perfect parallel between the current AI driven rally and the original Dot Com boom from 25 years ago. Then at 39:57, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ and ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your RIA, your way by visiting: https://Betterment.com/advisors Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today.   Sign up for ⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 98.  Does having privilege help or hurt you in gaining success in your career? What if being an underdog actually helped?In this episode of the Lifetime at Work Podcast, host Greg Martin interviews Quang X Pham, a Vietnamese refugee and accomplished entrepreneur. Quang shares his incredible journey from escaping Vietnam as a child to becoming a Marine Corps veteran, a biotech entrepreneur, and an author of two books. He discusses the challenges and motivations behind his success, from joining the military to navigating the pharmaceutical sales industry and eventually founding successful companies. Pham also provides practical advice on overcoming adversity, the importance of defining personal success, and the value of self-confidence and adaptability. His latest book, 'Underdog Nation,' aims to inspire those who feel like underdogs in their professional and personal lives. The episode captures his inspiring story, insights on entrepreneurship, and reflections on the immigrant experience in America.00:00 Introduction to the Podcast00:24 Meet Quang X Pham: A Journey of Resilience01:53 Early Life and Escape from Vietnam04:02 Adapting to Life in America05:54 Military Service and Lessons Learned10:44 Transition to the Business World13:21 Becoming an Entrepreneur18:39 Writing and Motivating Underdogs21:12 Presenting Yourself and Being Relatable21:59 Lessons from Military to Civilian Life23:53 Defining Success on Your Own Terms25:32 Transitioning from Corporate to Entrepreneurship28:21 Balancing Risk and Passion32:19 Dealing with the Past and Moving Forward36:15 Reflections on Vietnam and American Dream40:41 Advice for Underdogs and Career Advancement42:36 Conclusion and Final Thoughts

John Garcia from Rivals.com joins larry Blustein to talk about the national college football recruiting for the state of Florida & why Texas is dipping its toe in Florida hot bed of recruiting.

In this episode of Misfit Monthly, Jason and Tyler discuss the possibility of an AI bubble, exploring historical market bubbles, investor behavior, and how to stay disciplined in the current investment landscape.01:28 The Concept of Investing Therapy03:49 Understanding Market Bubbles07:03 The Dot-Com Bubble and Its Lessons09:12 Comparing AI to Past Bubbles15:33 The Role of Investor Psyche in Market Bubbles17:27 Promotional Segment: Fiscal.ai and Chitchat Stocks Podcast18:56 Reflecting on the Dot-Com Bubble and SPACs21:47 Market Highs and AI Speculation22:53 The AI Bubble Debate25:22 Nvidia's Role in AI28:15 Historical Comparisons and Market Dynamics30:55 Investor Strategies and Market Outlook35:44 Valuation Perspectives and Final Thoughts*****************************************Check out Tyler's Misfit Alpha at https://www.misfitalpha.com/unscripted Follow Tyler on BlueSky: https://bsky.app/profile/misfit-alpha.bsky.socialJoin our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Intel (INTC) was once the most valuable company in the world. While that title now belongs to Nvidia (NVDA), Rick Ducat examines the chipmaker's history and its new leadership. From cost-cutting plans, A.I. adoption and a series of technical charts to track, join Rick and find out why Intel could be poised for a turnaround.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Trends Journal is a weekly magazine analyzing global current events forming future trends. Our mission is to present Facts and Truth over fear and propaganda to help subscribers prepare for What's Next in these increasingly turbulent times. To access our premium content, subscribe to the Trends Journal: https://trendsjournal.com/subscribe Follow Gerald Celente on Twitter: http://twitter.com/geraldcelente Follow Gerald Celente on Facebook: http://facebook.com/gcelente Follow Gerald Celente on Instagram: https://www.instagram.com/geraldcelentetrends Follow Gerald Celente on Gab: http://gab.com/geraldcelente Copyright © 2025 Trends Research Institute. All rights reserved.

Anthony Yero of 305 Sports dot com joins Larry Blustein to talk about the website, what they like covering high school football & so much more

My fellow pro-growth/progress/abundance Up Wingers,The 1990s and the dawn of the internet were a pivotal time for America and the wider world. The history of human progress is a series of such pivotal moments. As Peter Leyden points out, it seems we're facing another defining era as society wrestles with three new key technologies: artificial intelligence, clean energy, and bioengineering.Today on Faster, Please! — The Podcast, I chat with Leyden about American leadership in emerging technology and the mindset shifts we must undergo to bring about the future we dream of.Leyden is a futurist and technology expert. He is a speaker, author, and founder of Reinvent Futures. Thirty years ago, he worked with the founders of WIRED magazine, and now authors his latest book project via Substack: The Great Progression: 2025 to 2050.In This Episode* Eras of transformation (1:38)* American risk tolerance (11:15)* Facing AI pessimism (15:38)* The bioengineering breakthrough (24:24)* Demographic pressure (28:52)Below is a lightly edited transcript of our conversation. Eras of transformation (1:38)I think we Americans tend to reset the clock in which we get in these dead ends, we get in these old patterns, these old systems, and the things are all falling apart, it's not working. And then there is a kind of a can-do reinvention phase . . .Pethokoukis: Since World War II, as I see it, we have twice been on the verge of a transformational leap forward, economically and technologically. I would say that was right around 1970 and then right around 2000, and the periods of time after that, I think, certainly relative to the expectations then, was disappointing.It is my hope, and I know it's your hope as well, that we are at another such moment of transformation. One, do you accept my general premise, and two, why are we going to get it right this time?If I'm hearing you right, you're kind of making two junctures there. I do believe we're in the beginning of what would be much more thought of as a transformation. I would say the most direct parallel is closer to what happened coming off of World War II. I also think, if you really go back in American history, it's what came off of Civil War and even came off of the Founding Era. I think there's a lot of parallels there I can go into, I've written about in my Substack and it's part of the next book I'm writing, so there's a bigger way that I think about it. I think both those times that you're referring to, it seems to me we were coming off a boom, or what seemed to be an updraft or your “Up Wing” kind of periods that you think of — and then we didn't.I guess I think of it this way: the '50s, '60s, and '90s were exciting times that made it feel like the best was yet to come — but then that momentum stalled. I'm hopeful we're entering another such moment now, with so much happening, so much in motion, and I just hope it all comes together.The way I think about it in a bigger lens, I would just push back a little bit, which is, it's true coming off the '90s — I was at WIRED magazine in the '90s. I was watching the early '90s internet and the Digital Revolution and I sketched out at that time, in my first book but also cover stories in WIRED, trying to rough out what would happen by the year 2020. And it is true that coming off the '90s there was a Dot Com crash, but temporarily, honestly, that with the Web 2.0 and others, a lot of those trends we were talking about in the '90s actually just kept picking up.So depending how big the lens is, I would argue that, coming off the '90s, the full digital revolution and the full globalization that we were starting to see in the early to mid-'90s in some respects did come to fruition. It didn't play out the way we all wanted it to happen — spreading wealth all through the society and blah, blah, blah, and many of the things that people complain about and react to now — but I would argue that a lot of what we were saying in those '90s, and had begun in the '90s with the '90s boom, continued after a temporary pause, for sure.The Dot Com boom was just frothy investment. It crashed, but the companies that come out of that crash are literally trillion-dollar companies dominating the global economy now here on the west coast. That was some of the things we could see happening from the mid-'90s. The world did get connected through the internet, and globalization did, from a lens that's beyond America, we took 800 million peasants living on two bucks a day in China and brought them into the global economy. There's all kinds of positive things of what happened in the last 25 years, depending on how big your lens is.I would say that we've been through a largely successful — clearly some issues, “Oh my gosh, we didn't anticipate social media and that stuff,” but in general, the world that we were actually starting to envision in the '90s came about, at some level — with some flaws, and some issues, and we could have done better, but I'm saying now I think AI is bigger than the internet. I think the idea that humans are now working side-by-side with intelligent machines and being augmented by intelligent machines is a world historical event that is going to go beyond just connecting everybody on the planet through the internet, which is kind of what the '90s was, and the early Digital Revolution.This is a bigger deal, and I do think this transformation has the potential to be way bigger too. If we manage it right — including how we did it positively or negatively in the last 25, 30 years off the '90s — if we do this right, we could really pull off what I think is a reinvention of America and a much better world going beyond this. That's not a prediction that we're going to do that, but I think we certainly have the potential there.While I was preparing for our chat, I recalled a podcast I did with Marc Andreessen where we discussed AI — not just its potential to solve big problems and drive progress, but also about the obstacles, especially regulatory ones. He pointed out that those barriers are why we don't have things like widespread nuclear power, let alone fusion reactors.When I asked why he thought we could overcome those barriers this time around, he said we probably won't — that failure should be the baseline because these obstacles are deeply rooted in a risk-averse American society. Now, why isn't that your baseline?My baseline is that America — again, I'm taking a bigger lens here, which is we periodically come to these junctures in history in which you could say, from left and right, there's kind of an ossification of the old system. What happens is the old ways of doing things, the old systems, essentially get kind of stuck, and ossified, and just defunct, and long in the tooth, and all different ways you can describe it. But what happens at these junctures — and it happened coming off World War II, it happened after the Civil War, I happened after in the Founding Era too, coming off the colonial world — there is an incredible period of explosion of progress, essentially, and they usually are about 25 years, which is why I'm thinking about the next 25 years.I think we Americans tend to reset the clock in which we get in these dead ends, we get in these old patterns, these old systems, and the things are all falling apart, it's not working. And then there is a kind of a can-do reinvention phase that, frankly, is beyond Europe now. The great hope of the West is still going to be America here. But I think we're actually entering it and I think this is what's happening, and . . . I've read your book, The Conservative Futurist, I would call myself more of a “Progressive Futurist,” but I would say both left and right in this country have gone too extreme. The right is critiquing “government can't do anything right,” and the left is critiquing “the market, corporations can't do anything right.”The actual American framework is the Hamiltonian government, coming off Lincoln's government, the FDR government. There is a role for government, a vigorous kind of government presence that can drive change, but there's also a great role for the market too.There's this center left and center right that has now got to recalibrate for this next era of America. I think because the old system — and from the right, the old system might be big bureaucratic government that was born out of World War II, the great welfare state bureaucracies, also the Pax Americana. Trump is kind of banging against, dismantling that old thing that's been going for 80 years and, frankly, is kind of run out of steam. It's not really working. But the left is also coming out, carbon energy, and drilling for oil, and industrial pollution, and all that other stuff that was coming off of that scaling of the 20th century economy is also not working for the 21st century. We've also got to dismantle those systems. But together, looking forward, you could imagine a complete reinvention around these new technologies. AI is a huge one. Without question, the first among equals it's going to be the game changer around every field, every industry.Also clean energy technologies, I would argue, are just hitting the point of tipping points of scale that we could imagine a shift in the energy foundation. We could see abundant clean energy, including nuclear. I think there's a new re-appreciation of nuclear coming even from left-of-center, but also potential fusion on the horizon.I also think bioengineering is something that we haven't really got our heads into, but in terms of the long-term health of the planet, and all kinds of synthetic biology, and all kinds of things that are happening, we are now past the tipping point, and we know how to do this.I think there's three world historic technologies that America could get reinvented around in the next 25 years. I think the old system, left and right, is now done with this old thing that isn't working, but that opens up the potential for the future. So yes, what Andreessen's talking about is the late stage of the last gummed-up system that wasn't working. For that matter, the same thing from the left is complaining about the inequality, and the old system isn't working now the way it was, circulating wealth through society. But I think there's a way to reinvent that and I actually think we're on the verge of doing it, and that's what I'm trying to do for my project, my book, my Substack stuff.American risk tolerance (11:15)I think there is an elite on the right-of-center tech and the left-of-center tech that sees the same commonalities about the potential of the technology, but also the potential for transformation going forward, that would be healthy. Do you feel that there's enough ferment happening that, institutionally, there will be enough space for these technologies to flourish as you hope? That the first time that there's a problem with an AI model where people die because some system failed, we're not going to be like, “We need to pause AI.” That the next time with one of these restarted nuclear reactors, if there's some minor problem, we're not going to suddenly panic and say, “That's it, nuclear is gone again.” Do you think we have that kind of societal resilience to deal? I think we've had too little of that, but do you think there's enough now, for the reasons you're talking about, that we will continue to push forward?I think there's absolutely the chance that can happen. Now, like Andreessen said, it's not a prediction like, “Oh, this will be fine, it's all going to work out.” We could also go the way of Europe, which is we could get over-regulated, over-ossified, go back to the old days, be this nice tourist spot that, whatever, we look at our old buildings and stuff and we figure out a way to earn a living, but it's just getting more and more and more in the past. That's also a possibility, and I suppose if you had to bet, maybe that's the greater possibility, in default.But I don't think that's going to happen because I do believe more in America. I'm also living in Northern California here. I'm surrounded for the last 30 years, people are just jam packed with new ideas. There's all kinds of s**t happening here. It's just an explosive moment right now. We are attracting the best and the brightest from all over the country, all over the world. There is no other place in the world, bar none, around AI than San Francisco right now, and you cannot be here and not just get thrilled at the possibility of what's happening. Now, does that mean that we're going to be able to pull this off through the whole country, through the whole world? I don't know, there is a lot of ambiguity there and this is why you can't predict the future with certainty.But I do believe we have the potential here to rebuild fundamentally. I think there is an elite on the right-of-center tech and the left-of-center tech that sees the same commonalities about the potential of the technology, but also the potential for transformation going forward, that would be healthy. For example, I know Andreessen, you talk about Andreessen . . . I was also rooted in the whole Obama thing, there was a ton of tech people in the Obama thing, and now there's a ton of tech people who are kind of tech-right, but it's all kind of washes together. It's because we all see the potential of these technologies just emerging in front of us. The question is . . . how do you get the systems to adapt?Now, to be fair, California, yes, it's been gummed up with regulations and overthink, but on the other hand, it's opened itself up. It just went through historic shifts in rolling back environmental reviews and trying to drive more housing by refusing to let the NIMBY shut it down. There's a bunch of things that even the left-of-center side is trying to deal with this gummed-up system, and the right-of-center side is doing their version of it in DC right now.Anyhow, the point is, we see the limits on both left-of-center and right-of-center of what's currently happening and what has happened. The question is, can we get aligned on a relatively common way forward, which is what America did coming off the war for 25 years, which is what happened after the Civil War. There were issues around the Reconstruction, but there was a kind of explosive expansion around American progress in the 25 years there. And we did it off the Revolution too. There are these moments where left-of-center and right-of-center align and we kind of build off of a more American set of values: pluralism, meritocracy, economic growth, freedom, personal freedom, things that we all can agree on, it's just they get gummed up in these old systems and these old ideologies periodically and we've just got to blow through them and try something different. I think the period we're in right now.Facing AI pessimism (15:38)The world of AI is so foreign to them, it's so bizarre to them, it's so obscure to them, that they're reacting off it just like any sensible human being. You're scared of a thing you don't get.I feel like you are very optimistic.Yes, that is true.I like to think that I am very optimistic. I think we're both optimistic about what these technologies can do to make this country and this world a richer world, a more sustainable world, a healthier world, create more opportunity. I think we're on the same page. So it's sad to me that I feel like I've been this pessimistic so far throughout our conversation and this next question, unfortunately, will be in that vein.Okay, fair enough.I have a very clear memory of the '90s tech boom, and the excitement, and this is the most excited I've been since then, but I know some people aren't excited, and they're not excited about AI. They think AI means job loss, it means a dehumanization of society where we only interact with screens, and they think all the gains from any added economic growth will only go to the super rich, and they're not excited about it.My concern is that the obvious upsides will take long enough to manifest that the people who are negative, and the downsides — because there will be downsides with any technology or amazing new tool, no matter how amazing it is — that our society will begin to focus on the downsides, on, “Oh, this company let go of these 50 people in their marketing department,” and that's what will be the focus, and we will end up overregulating it. There will be pressure on companies, just like there's pressure on film companies not to use AI in their special effects or in their advertising, that there will be this anti-AI, anti-technology backlash — like we've seen with trade — because what I think are the obvious upsides will take too long to manifest. That is one of my concerns.I agree with that. That is a concern. In fact, right now if you look at the polling globally, about a third of Americans are very negative and down on AI, about a third are into AI, and about a third, don't what the hell what to make of it. But if you go to China, and Japan, and a lot of Asian countries, it's like 60 percent, 70 percent positive about AI. You go to Europe and it's similar to the US, if not worse, meaning there is a pessimism.To be fair, from a human planet point of view, the West has had a way privileged position in the last 250 years in terms of the wealth creation, in terms of the spoils of globalization, and the whole thing. So you could say — which is not a popular thing to say in America right now — that with globalization in the last 25 years, we actually started to rectify, from a global point of view, a lot of these inequities in ways that, from the long view, is not a bad thing to happen, that everybody in the planet gets lifted up and we can move forward as eight billion people on the planet.I would say so there is a negativity in the West because they're coming off a kind of an era that they were always relatively privileged. There is this kind of baked-in “things are getting worse” feeling for a lot of people. That's kind of adding to this pessimism, I think. That's a bad thing.My next book, which is coming out with Harper Collins and we just cracked the contract on that, I got a big advance —Hey, congratulations.But the whole idea of this book is kind of trying to create a new grand narrative of what's possible now, in the next 25 years, based on these new technologies and how we could reorganize the economy and society in ways that would work better for everybody. The reason I'm kind of trying to wrap this up, and the early pieces of this are in my Substack series of these essays I'm writing, is because I think what's missing right now is people can't see the new way forward. That's the win-win way forward. They actually are only operating on this opaque thing. The world of AI is so foreign to them, it's so bizarre to them, it's so obscure to them, that they're reacting off it just like any sensible human being. You're scared of a thing you don't get.What's interesting about this, and again what's useful, is I went through this exact same thing in the '90s. It's a little bit different, and I'll tell you the differentiation in a minute, but basically back in the '90s when I was working at the early stage with the founders of WIRED magazine, it was the early days of WIRED, basically meaning the world didn't know what email was, what the web was, people were saying there's no way people would put their credit cards on the internet, no one's going to buy anything on there, you had to start with square one. What was interesting about it is they didn't understand what's possible. A lot of the work I was doing back then at WIRED, but also with my first book then, went into multiple languages, all kinds of stuff, was trying to explain from the mid-'90s, what the internet and the Digital Revolution tied with globalization might look like in a positive way to the year 2020, which is a 25-year lookout.That was one of the popularities of the book, and the articles I was doing on that, and the talks I was doing — a decade speaking on this thing — because people just needed to see it: “Oh! This is what it means when you connect up everybody! Oh! I could see myself in my field living in a world where that works. Oh, actually, the trade of with China might work for my company, blah, blah, blah.” People could kind of start to see it in a way that they couldn't in the early to mid-'90s. They were just like, “I don't even know, what's an Amazon? Who cares if they're selling books on it? I don't get it.” But you could rough it out from a technological point of view and do that.I think it's the same thing now. I think we need do this now. We have to say, “Hey dudes, you working with AI is going to make you twice as productive. You're going to make twice as much money.” The growth rate of the economy — and you're good with this with your Up Wing stuff. I'm kind of with you on that. It could be like we're all actually making more money, more wealth pulsing through society. Frankly, we're hurting right now in terms of, we don't have enough bodies doing stuff and maybe we need some robots. There's a bunch of ways that you could reframe this in a bigger way that people could say, “Oh, maybe I could do that better,” and in a way that I think I saw the parallels back there.Now the one difference now, and I'll tell you the one difference between the '90s, and I mentioned this earlier, in the '90s, everybody thought these goofy tech companies and stuff were just knucklehead things. They didn't understand what they were. In fact, if anything, the problem was the opposite. You get their attention to say, “Hey, this Amazon thing is a big deal,” or “This thing called Google is going to be a big thing.” You couldn't even get them focused on that. It took until about the 20-teens, 2012, -13, -14 till these companies got big enough.So now everybody's freaked out about the tech because they're these giant gargantuan things, these trillion-dollar companies with global reach in ways that, in the '90s, they weren't. So there is a kind of fear-factor baked into tech. The last thing I'll say about that, though, is I know I've learned one thing about tech is over the years, and I still believe it's true today, that the actual cutting-edge of technology is not done in the legacy companies, even these big legacy tech companies, although they'll still be big players, is that the actual innovation is going to happen on the edges through startups and all that other thing, unless I'm completely wrong, which I doubt. That's been the true thing of all these tech phases. I think there's plenty of room for innovation, plenty of room for a lot of people to be tapped into this next wave of innovation, and also wealth creation, and I think there is a way forward that I think is going to be less scary than people right now think. It's like they think that current tech setup is going to be forever and they're just going to get richer, and richer, and richer. Well, if they were in the '90s, those companies, Facebook didn't exist, Google didn't exist, Amazon didn't exist. Just like we all thought, “Oh, IBM is going to run everything,” it's like, no. These things happen at these junctures, and I think we're in another one of the junctures, so we've got to get people over this hump. We've got to get them to see, “Hey, there's a win-win way forward that America can be revitalized, and prosperous, and wealth spread.”The bioengineering breakthrough (24:24)Just like we had industrial production in the Industrial Revolution that scaled great wealth and created all these products off of that we could have a bio-economy, a biological revolution . . .I think that's extraordinarily important, giving people an idea of what can be, and it's not all negative. You've talked a little bit about AI, people know that's out there and they know that some people think it's going to be big. Same thing with clean energy.To me, of your three transformer technologies, the one we I think sometimes hear less about right now is bioengineering. I wonder if you could just give me a little flavor of what excites you about that.It is on a delay. Clean energy has been going for a while here and is starting to scale on levels that you can see the impact of solar, the impact of electric cars and all kinds stuff, particularly from a global perspective. Same thing with AI, there's a lot of focus on that, but what's interesting about bioengineering is there were some world historic breakthroughs basically in the last 25 years.One is just cracking the human genome and driving the cost down to, it's like a hundred bucks now to get anybody's genome processed. That's just crazy drop in price from $3 million on the first one 20 years ago to like a hundred bucks now. That kind of dramatic change. Then the CRISPR breakthrough, which is essentially we can know how to cheaply and easily edit these genomes. That's a huge thing. But it's not just about the genomics. It's essentially we are understanding biology to the point where we can now engineer living things.Just think about that: Human beings, we've been in the Industrial Revolution, everything. We've learned how to engineer inert things, dig up metals, and blah, blah, blah, blah, and engineer a thing. We didn't even know how living things worked, or we didn't even know what DNA was until the 1950s, right? The living things has been this opaque world that we have no idea. We've crossed that threshold. We now understand how to engineer living things, and it's not just the genetic engineering. We can actually create proteins. Oh, we can grow cultured meat instead of waiting for the cow to chew the grass to make the meat, we can actually make it into that and boom, we know how it works.This breakthrough of engineering living things is only now starting to kind of dawn on everyone . . . when you talk about synthetic biology, it's essentially man-made biology, and that breakthrough is huge. It's going to have a lot of economic implications because, across this century, it depends how long it takes to get past the regulation, and get the fear factor of people, which is higher than even AI, probably, around genetic engineering and cloning and all this stuff. Stem cells, there's all kinds of stuff happening in this world now that we could essentially create a bio-economy. Just like we had industrial production in the Industrial Revolution that scaled great wealth and created all these products off of that we could have a bio-economy, a biological revolution that would allow, instead of creating plastic bottles, you could design biological synthetic bottles that dissolve after two weeks in the ocean from saltwater or exposure to sunlight and things like that. Nature knows how to both create things that work and also biodegrade them back to nothing.There's a bunch of insights that we now can learn from Mother Nature about the biology of the world around us that we can actually design products and services, things that actually could do it and be much more sustainable in terms of the long-term health of the planet, but also could be better for us and has all kinds of health implications, of course. That's where people normally go is think, “Oh my god, we can live longer” and all kinds of stuff. That's true, but also our built world could actually be redesigned using super-hard woods or all kinds of stuff that you could genetically design differently.That's a bigger leap. There's people who are religious who can't think of touching God's work, or a lot of eco-environmentalists like, “Oh, we can't mess with Mother Nature.” There's going to be some issues around that, but through the course of the century, it's going to absolutely happen and I think it could happen in the next 25 years, and that one could actually be a huge thing about recreating essentially a different kind of economy around those kinds of insights.So we've got three world-historic technologies: AI, clean energy, and now bioengineering, and if America can't invent the next system, who the hell is going to do that? You don't want China doing it.Demographic pressure (28:52)We are going to welcome the robots. We are going to welcome the AI, these advanced societies, to create the kind of wealth, and support the older people, and have these long lives.No, I do not. I do not. Two things I find myself writing a lot about are falling birth rates globally, and I also find myself writing about the future of the space economy. Which of those topics, demographic change or space, do you find intellectually more interesting?I think the demographic thing is more interesting. I mean, I grew up in a period where everyone was freaked out about overpopulation. We didn't think the planet would hold enough people. It's only been in the last 10 years that, conventionally, people have kind of started to shift, “Oh my God, we might not have enough people.” Although I must say, in the futurist business, I've been watching this for 30 years and we've been talking about this for a long time, about when it's going to peak humans and then it's going to go down. Here's why I think that's fantastic: We are going to welcome the robots. We are going to welcome the AI, these advanced societies, to create the kind of wealth, and support the older people, and have these long lives. I mean long lives way beyond 80, it could be 120 years at some level. Our kids might live to that.The point is, we're going to need artificial intelligence, and robotics, and all these other things, and also we're going to need, frankly, to move the shrinking number of human beings around the planet, i.e. immigration and cross-migration. We're going to need these things to solve these problems. So I think about this: Americans are practical people. At its core, we're practical people. We're not super ideological. Currently, we kind of think we're ideological, but we're basically common-sense, practical people. So these pressures, the demographic pressures, are going to be one of the reasons I think we are going to migrate to this stuff faster than people think, because we're going to realize, “Holy s**t, we've got to do this.” When social security starts going broke and the boomers are like 80 and 90 and it is like, okay, let alone the young people thinking, “How the hell am I going to get supported?” we're going to start having to create a different kind of economy where we leverage the productivity of the humans through these advanced technologies, AI and robotics, to actually create the kind of world we want to live in. It could be a better world than the world we've got now, than the old 20th-century thing that did a good shot. They lifted the bar from the 19th century to the 20th. Now we've got to lift it in the 21st. It's our role, it's what we do. America, [let's] get our s**t together and start doing it. That's the way I would say it.On sale everywhere The Conservative Futurist: How To Create the Sci-Fi World We Were PromisedFaster, Please! is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit fasterplease.substack.com/subscribe

I've been having coffee with lots of frustrated founders (my students and others) bemoaning most VCs won't even meet with them unless they have AI in their fundraising pitch. And the AI startups they see are getting valuations that appear nonsensical. These conversations brought back a sense of Déjà vu from the Dot Com bubble (at the turn of this century), when if you didn't have internet as part of your pitch you weren't getting funded.

Today's guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today's episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potential consequences of large scale passive investing. They also touch on the rapid change presented by AI, what it may be capable of, and its impacts on how we should view investing. Finally, they address the global investing environment and macro trends, instability, and the role of government in changing world markets. (0:00) Starts (1:46) Introduction of Rob Arnott & Cam Harvey (7:35) Passive investing risks (14:22) The opportunity in small caps and foreign markets (24:22) Similarities between today & the Dot-Com era (34:43) REITs, gold and investor sentiment (47:14) Government spending & US national debt concerns (1:03:27) US debt service, defense spending, and financial crisis risks (1:05:09) Cam on the inverted yield curve (1:08:09) Closing remarks and listener feedback ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

We've brought on serious friend of the show Josh Boerman to discuss the use of AI material made by and for evangelical Christians in the United States, and this leads to the discovery of Pray dot com, Gloo dot AI, and so much more. Check out the Worst of All Possible Worlds here! And check out Ill Conceived here!   Get the whole episode on Patreon here! *T-SHIRT ALERT!* We now have ‘Say Goodbye to His Uncle' shirts available for preorder, as well as a reissue of the TF ‘What If Your Phone Was the Cops' shirts from 2018! https://trashfuture.co.uk/collections/all *MILO ALERT* Check out Milo's tour dates here: https://www.miloedwards.co.uk/liveshows *TF LIVE ALERT* We'll be performing at the Big Fat Festival hosted by Big Belly Comedy on Saturday, 21st June! You can get tickets for that here! You can also get tickets for our show at the Edinburgh Fringe festival here! Trashfuture are: Riley (@raaleh), Milo (@Milo_Edwards), Hussein (@HKesvani), Nate (@inthesedeserts), and November (@postoctobrist)

Match Up With Moon goes off the rails.Fill Mo Holes is now in business.Is it alright to use AI to write your wedding vowels?What happens to a cremated body?Follow us @RizzShow @MoonValjeanHere @KingScottRules @LernVsRadio @IamRafeWilliams - Check out King Scott's Linktr.ee/kingscottrules + band @FreeThe2SG and Check out Moon's bands GREEK FIRE @GreekFire GOLDFINGER @GoldfingerMusic THE TEENAGE DIRTBAGS @TheTeenageDbags and Lern's band @LaneNarrows ⁠http://www.1057thepoint.com/RizzSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.