Podcasts about drawdowns

Today, we sit down with Supersonic's Samantha Benjamin and Guy Agiv to discuss the hit game Screw Master 3D. From adapting trends out of China to hybrid monetization tricks and creative secrets, this episode is packed with actionable insights for anyone in mobile gaming.What you'll learn:How Screwmaster 3D's physics-puzzle and meta layers drive insane engagementThe models and tactics behind maximizing eCPMs and LTV in ad-heavy gamesThe secret to rapid adaptation, culturalization, and scaling trends globallyA-B testing, skip-its, and boosters—hybrid casual best practices for monetization without killing UXCreative production at Supersonic: data-driven, AI-boosted, always iteratingThe new era of hybrid casual is ruthless: if you want to compete, you need to move fast, master ad monetization, and out-iterate everyone on creative and product. Screwmaster 3D is proof that the real money is in the details.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/OmGzUDUiPsQJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Screw Master 3D02:37 Game Mechanics and Design Insights05:39 Adapting for Global Markets08:38 User Engagement and Retention Strategies11:50 Monetization Strategies and Challenges14:33 Future Developments and Game Evolution26:56 Balancing Game Difficulty and User Engagement27:50 Analyzing User Metrics and Revenue Streams29:09 Retention Rates and User Engagement Strategies31:09 Ad Monetization Strategies and User Experience35:34 Optimizing Ad Experience and User Segmentation40:14 ECPM Management and Ad Impression Strategies45:26 Implementing Skip It Feature in Game Design49:19 User Acquisition Strategies and Channel Mix52:44 Channel Mix and Budget Allocation55:43 The Power of Playable Ads01:00:21 Creative Testing and Iteration Strategies01:01:53 Balancing Playable Lengths for User Engagement01:05:00 Testing New Channels and Creative Strategies01:12:19 Exploring New Channels for Growth---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

We just dropped a new Review Radar episode in which we examined every major mobile game from the last three months. Some are breaking the ‘podcast curse' and scaling up, others are stuck in stable dinosaur mode, and a few are just… lost.Highlights:Triple Match City and Color Block Jam are stacking revenue with surprising ARPU and ad mixesRoyal Kingdom and Pokémon Sleep show that audience and IP still trump any new featureCloning is the new normal, but most ‘copy-paste' games never hit the KPIs of their genre leadersMonetization is where dreams die, great engines, weak revenueUA and creative discipline are still the biggest differentiatorsOur verdict? Build fast, adapt faster, and don't be afraid to kill what isn't scaling. In mobile gaming, the only thing worse than a failed experiment is a boring one.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.https://www.vibe.co/---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/vaa1d1Evif0Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to the Review Radar04:39 Game Performance Insights: Triple Match City07:16 Core Survival and Its Revenue Growth10:32 Acero 2: Launch and Revenue Analysis13:37 Top Girl: User Engagement and Revenue Trends16:37 Royal Kingdom: Celebrity Campaign Impact19:36 Path of Exile 2: Community Reactions and Revenue22:40 Dark and Darker: Soft Launch Insights25:34 Magic Sword: Future Potential and Market Position27:06 Revenue Insights: Comparing Game Performance28:48 Block Blast: The Unexpected Contender29:42 Project Rise: Anticipation and Delays33:27 ColorBlockJam: A Rising Star in Mobile Gaming36:35 Hi-Sees Hero: Challenges in Game Development39:48 Candy Crush Solitaire: Stagnation in a Competitive Market41:50 Goods Puzzle: A New Player in the Market---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠Scalable⁠⁠⁠⁠⁠⁠⁠⁠,⁠ 3,5% di interessi (*) (#adv). Investire in singole azioni vuole dire sperimentare crolli superiori all'80% quasi con certezza. Gli sconvolgenti numeri dell'investimento azionario, perché è un'esperienza terribile e perché proprio per questo fa la differenza nel lungo termine. M. Mauboussin, Drawdowns and Recoveries W. Grey, Even God would get fired as an active Investor =============================================== Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠Fineco⁠⁠⁠⁠⁠⁠⁠⁠⁠, 60 trade gratis nei primi tre mesi con il codice ⁠⁠⁠⁠⁠⁠⁠⁠⁠TRD060-TB⁠⁠⁠⁠⁠⁠⁠⁠⁠ Prova gratis la newsletter di ⁠⁠⁠⁠DataTrek⁠⁠⁠⁠ per 15 giorni. Investi con ⁠⁠⁠⁠⁠⁠⁠⁠Scalable⁠⁠⁠⁠⁠⁠⁠⁠, 3,5% di interessi sulla liquidità (**) Naviga in totale sicurezza con ⁠⁠⁠⁠⁠⁠⁠NordVPN⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠4Books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ premium gratis fino al 31/05/2025 I link sono sponsorizzati e l'Autore potrebbe percepire una commissione. (*) fino al 04/06/2025, si applicano termini e condizioni. (**) fino al 31/12/2025, offerta valida per i nuovi clienti. Si applicano termini e condizioni. =============================================== ATTENZIONE: I contenuti di questo canale hanno esclusivamente finalità di informare e intrattenere. Le informazioni fornite sul canale hanno valore indicativo e non sono complete circa le caratteristiche dei prodotti menzionati. Chiunque ne faccia uso per fini diversi da quelli puramente informativi cui sono destinati, se ne assume la piena responsabilità. Tutti i riferimenti a singoli strumenti finanziari non devono essere intesi come attività di consulenza in materia di investimenti, né come invito all'acquisto dei prodotti o servizi menzionati. Investire comporta il rischio di perdere il proprio capitale. Investi solo se sei consapevole dei rischi che stai correndo. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this special episode recorded LIVE at MAU, Matej Lančarič sits down with Noa Gutterman (VP UA, Misplay) and Brett (Senior Manager, UA, Misplay) for a no-BS deep dive into the business and creative secrets powering Misplay's explosive growth, and their high-stakes launch on iOS.Brutally honest breakdown:How Misplay overcame App Store hurdles to launch on iOSIncrementality testing, the “always-on” strategy that's blowing up the myth of last-touch attributionBuilding a predictive PLTV signal stack for maximum partner valueWhy culturalization, not just localization, is driving insane ROI in APAC marketsCreative strategies that actually convert: negative hooks, modular iteration, and next-gen UGCReal talk on AI in UA, where it works, where it fails, and what's nextMisplay's playbook is a wake-up call for UA and product teams: “Question every channel. Obsess over incrementality. Creative is king, but speed and structure are the emperor. And don't just localize, culturalize, or leave millions on the table.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.https://www.vibe.co/---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/xUCAnvTHcYQJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Misplay and the Team03:24 Challenges and Opportunities in iOS Gaming06:51 User Acquisition Strategies for iOS09:31 Incrementality Testing in User Acquisition12:38 Measurement and Data Strategies15:40 Signals and Optimization in Campaigns18:48 User Segmentation and Geo Strategies23:31 Culturalized Marketing Strategies in Korea25:43 Creative Strategies and User-Generated Content29:47 Innovative Brainstorming and Team Collaboration32:43 Creative Testing and Iteration36:38 The Role of AI in Creative Development42:19 Future Directions for Misplay---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

In this brutally honest episode, the 2.5 Gamers crew and puzzle expert Laura Taranto dive into Century Games' match-3 ambitions, dissecting new titles like Family Farm Match, Party Match, and Truckstar. Once a 4X and farming powerhouse, Century is now flooding the puzzle genre with games and wild creative tests, but is there any real strategy?We break down:The copy-paste engine and meta behind Party Match and Family Farm MatchTruckstar's unique angle and why it's struggling to scaleUA and creative strategy: random, borrowed, or just desperate?Why failing to use rewarded ads and proper player segmentation is costing millionsPolished engines but way-too-easy level design, can this team ever push players to pay?What's next? Will slow and safe ever beat bold and brilliant in match-3?Key TakeawayCentury Games has the tech, the team, and the budget, but without a killer UA and creative strategy and the guts to actually experiment, segment, and scale, they'll keep missing out on match-3's billion-dollar club. “Spray and pray” isn't a strategy!Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.https://www.vibe.co/---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Special Guest: Laura TarantoYoutube: https://youtu.be/LV1FK7kqLJcJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Epic intro03:07 Exploring Century Games' Portfolio and Revenue Streams08:54 Casual Gaming Strategy and Market Positioning11:55 Discussion on Match-Three Games and Their Performance18:47 Evolution of Match Games20:28 Engaging Male Audiences in Gaming22:24 Revenue Strategies and User Acquisition29:39 Core Mechanics and Level Balancing35:29 Challenges in Game Differentiation45:23 Analyzing User Acquisition Tactics49:34 Understanding Creative Strategies in Marketing51:45 Evaluating Game Engine Performance56:57 Final Thoughts on Game Strategy and Development---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

Running UA on AppLovin in 2025? Don't waste another dollar until you hear this.In this episode, we sit down with Alexis Lejeune (ex-AppLovin, now UA advisor) to dive deep into how AppLovin's UA stack really works — including how to scale, when to use D28 ROAS, how to test creatives, and how Axon 2 finds your payers before you do.What we cover:Axon 2: How AppLovin's black box blends mediation + advertiser dataD0 vs. D7 vs. D28: Which ROAS model works best and whenWhy $500 budgets won't calibrate for IAP gamesCampaign caps, crashes, and recovery strategiesWhy campaign goals should be set per geo & not touched every 2 daysWhy playables matter more than ever and how they qualify usersHow to refresh creatives based on spend volume (5–10/week at $10K/day)Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.https://www.vibe.co/---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Special guest: Alexis Lejeunehttps://www.linkedin.com/in/alexis-lejeune/Youtube: https://youtu.be/V3TJwkPBXOMJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Guest Introduction05:03 Alexis Lejeune's Journey in Gaming07:45 Understanding Applovin and Its Reputation11:28 Exploring Axon 2 and Its Functionality14:17 Campaign Strategies: D0, D7, and D28 Models22:43 Common Mistakes in User Acquisition27:22 Optimizing Campaigns on Applovin32:40 Data-Driven Campaign Strategies34:50 The Importance of Playable Ads38:09 Creative Optimization and User Engagement39:51 Creative Refresh Strategies44:45 Aplovin and TikTok: A Strategic Merge47:12 Facebook's Advertising Ambitions48:03 Maximizing ECPMs for Publishers54:51 Ad Formats: Length and User Experience56:34 Banner Refresh Rates and Optimization---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

Today, we take on Lands of Jail, a Chinese-built 4X survival-sim mashup that combines Frozen City onboarding, Whiteout Survival progression, and King Shot-style map layering, all dressed in prison jumpsuits, toy factories, and riot suppression mechanics.Lands of Jail is one of the weirdest, deepest, and most well-executed SLG hybrids we've seen in 2025. Built by Chinese studio eWorld, it mixes:Frozen City-style idle onboardingHardcore 4X warfareSaga events, riots, gacha, and Discord-forced alliance spamA prison toy factory (yes, really)And some of the most absurd AI-generated creatives on mobileIn this episode of 2.5 Gamers, we go deep on:What's working in monetization, pacing, and theme alignmentWhy King Shot might be its closest cousinWhere the game borrows from Whiteout Survival, and where it improvesHow creative strategy blends GTA, toilet humor, AI anime, and frozen family failsWhy this might be the next 4X template other Chinese devs will clone

We go “Full Steam Ahead” with a special guest, Adam Telfer, unpacking how Steam hits influence mobile game development in 2025: from Dreamdale-ified Palworld clones to digging simulators, idle RPG mashups, and more.The crew explores:Why some Steam-inspired mobile games (like Repo Online) hit 10M+ downloads and $1.3M in adsWhy others (like Lilith's Palworld clone) flop despite a powerful IP remixWhich genres (like Plinko roguelites and digging sims) are best suited for mobileThe risks of literal copy-paste ports — and what actually works insteadThe role of TikTok trends, Steam reviews, and organic play patterns in predicting successWhy execution, not inspiration, is the differentiatorIf you're scouting Steam hits for mobile adaptation, this episode is your blueprint for what works and what crashes.

In this solo 2.5 Gamers Monologue, Felix walks you through a full setup and strategy guide for AppLovin MAX mediation, from the basics to advanced performance optimization.Whether you're new to MAX or want to stop leaving revenue on the table, this video covers:How to set up ad units correctlyWhich networks to start with in 2025How to manage fill rates, waterfall placements, and API syncingWhat to monitor daily (like ad ARPDAU, viewer rates, and impressions per DAU)Real-world benchmarks for rewarded, interstitial, and banner formatsWhat advanced reporting still matters now that placements are being deprecatedThis is your complete starter guide to Applovin MAX.Using AppLovin MAX for ad monetization?This video is your complete, updated walkthrough — from setup to optimization — based on years of real-world experience.Felix breaks down:✅ How to set up ad units without overcomplicating things✅ Which networks to prioritize for rewarded, interstitial, and banner✅ How to connect APIs for accurate reporting (and avoid surprise payout gaps)✅ What to track daily: ad ARPDAU, viewer rates, and revenue trends✅ How to run clean A/B tests on bidders and placement floors✅ What to look for in advanced reports before placements go awayIf you're building any ad-monetized game or app, this is the baseline you need.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.https://www.vibe.co/---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/LtEJuyad7dYJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Max Mediation02:05 Understanding Max Mediation's Market Position05:37 Getting Started with Max Mediation09:24 Setting Up Ad Units and Networks12:46 Analyzing Performance Data18:16 A/B Testing Strategies20:36 Advanced Reporting Techniques24:14 Conclusion and Next Steps---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

Derek Moore reflects on market reaction to the 2011 US debt downgrade and explains what S&P, Fitch, and Moody's have for ratings. Plus, are markets poised for more positive returns based on several indicators? The bear case against the markets would be a reduction in profit margins. Later, Derek reviews some data of future 12-month returns when consumer confidence is low as a contrarian indicator. Finally, looking at several current indicators and random musing in markets for clues about the future. All that and more this week.    S&P 500 Index net profit margins for Q1 2025 Consumer confidence and consumer sentiment are low but is that a good thing? Looking at how often intra year lows on average are -14% but often markets end higher 12-month inflation expectations are now 7.3% highest since 1981 Hard vs soft data Velocity of M2 Money Stock  What has been working asset class wise in 2025 YTD 15 biggest rallies since 1950 and subsequent forward total returns Atlanta Fed GDP Now Investment banks starting to reduce recession probabilities Attribution of earnings EPS growth DeGraaf and Zweig Breadth Thrusts occurring within 1 month of each other  Explaining the difference between Moodys, Fitch, and S&P bond ratings Moodys downgrades US Debt     Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com           

How do you build a mobile game that does $168K/day in ad revenue… with no fail states, no IAP pressure, and a monetization wall that doesn't even kick in until level 24?You study Word Search Explorer, the latest word game from the Lands of Jail studio (PlaySimple/MTG), and a masterclass in calm, deliberate ad monetization.In this episode, we break down the ad placement strategy, retention metrics, and soft pacing systems that power one of the most deceptively profitable games on the App Store in 2025.

Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you building your financial or investment portfolio just to watch it bleed during a downturn?If recent market drawdowns and dips have you wondering whether your DIY strategy is holding up, you're not alone. Many investors are facing steep market drawdowns—some as high as 36%—and struggling to recover. This episode tackles a sobering truth: when your portfolio drops, the climb back up is steeper than you think. Jon Orr and Kyle Pearce break down why a “protect first, grow second” mindset could be the most important shift in your investing journey. Here's what you'll walk away with:A clearer understanding of how market drawdowns impact long-term growth—and why avoiding them matters more than you think.The core elements of a rules-based system to manage risk like the pros, even if you're investing on your own.A side-by-side look at popular assets like the S&P 500 and Bitcoin, showing how trend tracking and volatility signals can guide smarter entry and exit decisions.Press play now to learn how top investors manage risk and why that could be the missing piece in your wealth-building strategy.Hit play now to get clear on how to optimize your financial strategy and make smarter moves for your personal and corporate wealth growth!Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Understanding drawdowns is critical for anyone serious about wealth building and financial independence. In today's volatile stock market, a strong rules-based system can help investors—especially business owners and DIY planners—prioritize risk management over blind growth. This episode explores how smart diversification, trend tracReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Want real ROAS benchmarks from 300+ games and $200 M+ in spend?This episode of 2.5 Gamers goes deep with ZJ from PVX Partners, who brings an insane dataset from UA financing across puzzle, casual, strategy, and 4X games.We cover what's really happening in 2025:

We talk with the Drama Pops team from Codeway — one of Turkey's top mobile app publishers — about how they scaled a short drama app from scratch into one of the most promising products in the entertainment app space.www.codeway.cohttps://play.google.com/store/apps/details?id=com.deepvision.shortdrama&hl=en

MUSKOKA DRAWDOWN JUDI SMELKO MAY 10 2025

Paul Hawken is one of the great elder statesmen of environmentalism, a bestselling author, and the mind behind Drawdown and Regeneration.  This conversation explores the biosphere's intrinsic intelligence through the expansive lens of Paul's latest book, Carbon: The Book of Life. We discuss carbon's improbable origins, examine the mycelial networks that function as Earth's connective tissue, and challenge our extractive relationship with nature.  He methodically deconstructs our reductive approaches to climate solutions, highlighting how humility and wonder might be our most powerful tools for planetary stewardship. Paul's perspective represents not merely a shift in environmental thinking, but a fundamental reimagining of our relationship with the living world. Enjoy! Show notes + MORE Watch on YouTube Newsletter Sign-Up Today's Sponsors: Eight Sleep: Get $350 off your Pod 5 Ultra w/ code RICHROLL

In this episode, the 2.5 Gamers crew — Matej, Felix, and Jakub — dissect the top mobile ad creative trends spotted across platforms in April 2025.From AI-generated hooks dominating 5-second ad intros, to IP-mirroring creatives, TikTok-style POV playables, and Freezing Families never going away — this is a masterclass in what's hot (and not) in mobile game UA right now.You'll see:⚙️ The rise of AI-generated 5-second hooks — and how top studios use them

Ever wonder why some gacha systems print money, while others crash in weeks?In this special solo deep-dive, Jakub from 2.5 Gamers breaks down everything you need to know about gacha system design, from token economies to deck-building, duplicate handling, meta shifts, and the subtle art of collection drivers.If you're building a game with gacha mechanics — or just want to understand why Genshin, AFK Arena, and Clash Royale all work so differently — this episode is essential viewing.What You'll Learn:The 3 core gacha models: Solid Token, Shard, and Merge GachaWhy deck size and collection drivers are make-or-breakThe truth behind duplicate value, token pacing, and gacha depthHow games like Monster Strike, Puzzle & Dragons, and Survivor.io manage their meta and scale contentThe trade-offs between luck, grind, and progression frictionWhy Asia and the West design gacha systems so differentlyThis is a GDC-level masterclass packed into one podcast.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Gacha Systems02:21 Understanding Gacha and Loot Boxes04:10 Core Components of Gacha Systems15:17 Exploring Solid Token Gacha27:39 Understanding Shard Token Gacha40:53 Exploring Merge Token Gacha48:21 Future of Gacha Systems---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

MAU Events:May 20, Tuesday Pre-Game 4pm PT https://lu.ma/919nx0pqMay 21, Wednesday brunch 11am PT https://lu.ma/krnfc16qMay 2,1 Wednesday Gaming Soiree 4pm PT https://lu.ma/il21m7r7Disney Solitaire is scaling fast. Today, we break down how SuperPlay + Playtika + Disney IP = one of the smartest casual game executions in years.From a familiar Domino Dreams-style template to a scaling UA strategy (with estimated $1.5M/day in spend), Disney Solitaire targets nostalgia-rich audiences with high production polish, deep progression systems, and sneaky monetization.

It's so easy to spiral into a climate doom loop. But solutions to the crisis are out there! Even as federal action stalls, states, local organizers and innovators across the U.S. are charging ahead with climate progress. What responsibility does the media have in elevating the solutions that exist and are working? And how can artists help reframe the climate conversation and shift the narrative from foregone conclusion to a reimagining of what's possible?  This episode features conversations recorded live during SF Climate Week — with Jonathan Foley, executive director of Project Drawdown, Nikhil Swaminathan, CEO of Grist, and author and artist Jenny Odell — all exploring how solutions-focused storytelling today can help shape the future we dare to imagine tomorrow. Guests: Jonathan Foley, Executive Director, Project Drawdown Nikhil Swaminathan, CEO, Grist Jenny Odell, Artist; Author, “Saving Time,” “How to Do Nothing” Mina Kim, Co-host of Forum, KQED Support Climate One by going ad-free! By subscribing to Climate One on Patreon, you'll receive exclusive access to all future episodes free of ads, opportunities to connect with fellow Climate One listeners, and access to the Climate One Discord. Sign up today. For show notes and related links, visit our website. Ad sales by Multitude. Contact them for ad inquiries at multitude.productions/ads Learn more about your ad choices. Visit megaphone.fm/adchoices

It's so easy to spiral into a climate doom loop. But solutions to the crisis are out there! Even as federal action stalls, states, local organizers and innovators across the U.S. are charging ahead with climate progress. What responsibility does the media have in elevating the solutions that exist and are working? And how can artists help reframe the climate conversation and shift the narrative from foregone conclusion to a reimagining of what's possible?  This episode features conversations recorded live during SF Climate Week — with Jonathan Foley, executive director of Project Drawdown, Nikhil Swaminathan, CEO of Grist, and author and artist Jenny Odell — all exploring how solutions-focused storytelling today can help shape the future we dare to imagine tomorrow. Guests: Jonathan Foley, Executive Director, Project Drawdown Nikhil Swaminathan, CEO, Grist Jenny Odell, Artist; Author, “Saving Time,” “How to Do Nothing” Mina Kim, Co-host of Forum, KQED Support Climate One by going ad-free! By subscribing to Climate One on Patreon, you'll receive exclusive access to all future episodes free of ads, opportunities to connect with fellow Climate One listeners, and access to the Climate One Discord. Sign up today. For show notes and related links, visit our website. Ad sales by Multitude. Contact them for ad inquiries at multitude.productions/ads Learn more about your ad choices. Visit megaphone.fm/adchoices

What if a cozy puzzle game could generate $80K/day — with 89% of that from ads? Dreamy Room is the breakout hit you didn't see coming. It's not Royal Match. It's not hypercasual. It's deterministic puzzling at its finest — and it's scaling fast.We break down why Dreamy Room is crushing downloads, how its simple-but-hard core loop drives ad revenue at scale, and why it's one of the most innovative ultra-casual games of 2025.

The Brewers Association's Craft Brewers Conference has taken over Indianapolis, and the Brewbound team gives a vibe check on the first day of the largest meeting of craft brewers in the U.S.    Justin, Jess and Zoe recap early presentations from BA board chair Leah Cheston, president and CEO Bart Watson and Trillium founders JC and Esther Tetreault and the overarching theme of resilience in the face of adversity.    Plus, Jess interviews Liz Nicol, the founder of Drawdown Brewing in Boston's Jamaica Plain neighborhood, on her brewery's embrace of women's sports, community building and running a membership club.

$400M/year from all apps? 40M downloads for a 15-minute book summary?In this 2.5 Gamers episode, we explore how Genesis became one of the biggest non-game mobile app publishers in the world, with over $35M/month in revenue, and 400 M+ total downloads.Forget games for a minute. This is the app industry's secret playbook, and it's scaling like crazy.

John Deni is a Research Professor of Joint, Interagency, Intergovernmental, and Multinational (JIIM) Security Studies at the U.S. Army War College's Strategic Studies Institute. He just wrote an article for Foreign Policy titled: A Drawdown of U.S. Forces in Europe Is All but Certain. As this is a very hot topic, I wanted to know more about it. So why does John think a drawdown is basically certain, and what would it mean? And what does it have to do with the American nuclear deterrent in Europe and potential Russian plans? Listen to our conversation. And if you enjoy what I do, please support me on Ko-fi! Thank you. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ko-fi.com/amatisak

In this episode, we dive deep into the wild world of ad monetization trends in mobile gaming for 2025. From Vietnamese studios like ABI Games printing money daily to hypercasual reskins and even mobile rip-offs of popular Steam games, we break it all down.

Subscribe to Finance Unfiltered Newsletter: ⁠⁠⁠https://app.slice-app.io/p/traders/tGOrEACVVwS0e3WhgPUb4o9v2sX2-Can a hedge fund really profit from market panic?David Meyers, founder of Vixy Hedge Fund, joins The Futures Edge Podcast with Jim Iuorio and Bob Iaccino to unpack the complex world of VIX trading and volatility strategies. David dives deep into the structure of VIX ETFs, the role of contango, and how traders can profit from the natural decay in volatility instruments. Learn about the crucial role of risk management, market timing, and why non-correlated assets can be powerful tools in any portfolio.This episode also explores:-How weather impacts a trader's mindset-The psychological dynamics of managing investor expectations-What drawdowns really mean—and how to bounce back-Why baseball strategies may actually mirror successful trading habitsIf you're an investor, trader, or financial professional interested in volatility, ETF mechanics, or how to structure a fund with staying power, this conversation offers practical insights and big-picture thinking.Chapters:00:00 Introduction to the Futures Edge and Guest Introduction02:57 Weather and Lifestyle Impact on Trading Mindset06:06 Understanding ETFs and the VIX Hedge Fund08:55 Contango and Its Effects on Trading Strategies11:55 Risk Management and Margin Calls in Trading14:54 Market Volatility and Trading Opportunities17:53 The Nature of the VIX and Its Trading Dynamics21:00 Drawdowns and Performance Expectations in Hedge Funds31:01 Understanding Profit Fluctuations and Market Timing34:17 The Nature of Non-Correlated Assets36:07 Risk Management and Investor Expectations39:34 The Psychology of Fund Management40:55 The Future of Investment Structures44:02 The Role of Accredited Investors45:28 Baseball Insights and Analogies in Investing

No UA. No App Store tricks. Chess.com - just 650 remote workers, a Netflix show, a cat bot named Mittens, and a $500M/year business.We dive deep into one of the most fascinating growth stories in mobile: chess.com.From Queen's Gambit virality to Magnus Carlsen's meme-worthy genius, we explore how chess.com built a mobile app empire on subscriptions, community, and strategic chaos — all without running a single ad campaign.

What do you get when you mash Fallout Shelter, AFK Journey, and Batman?

Instagram: https://www.instagram.com/antiwarcom/Phone bank for Defend the Guard: https://defendtheguard.us/phonebankChapters00:00 - Intro00:21 - US May Back Ground Offensive in Yemen06:08 - Dozens of US Airstrikes Reported in Yemen09:19 - Israeli Strikes in Gaza Kill 17 in 24 Hours11:07 - Hamas Says It Lost Contact With Guards of US-Israeli Captive13:50 - Father and Baby Son Killed in Their Sleep by Israeli Strike14:45 - Witkoff: Iran Must 'Eliminate Nuclear Enrichment'17:37 - Khamenei: Talks With US Went 'Well' but May Lead Nowhere20:07 - US Tells Israel It Will Drawdown Troops in Syria23:25 - Syrian State Forces Continue Sectarian Killings of Alawites24:34 - Witkoff Says Progress Made in Talks With Putin26:04 - Israeli Strike Kills One in Southern Lebanon27:08 - UN: RSF Attacks in Sudan's Darfur Kill 30029:12 - Dan Caldwell Put on Leave in Pentagon Leak Probe31:00 - Viewpoints/Outro

In this episode, Ben and Sachin examine recent cuts to foreign aid spending and consider the effects of it being removed. 

We already have the solutions to climate change — we're just not using them. Dr. Jonathan Foley, Executive Director of Project Drawdown, joins us to share why climate solutions are also humanity solutions: they improve jobs, health, and quality of life. We unpack how food waste, deforestation, and outdated energy habits hold us back—and how small steps today can lead to big change. A hopeful, clear-eyed look at what's possible now.

We kick off this episode with a deep dive into the latest U.S. tariff announcements. Braden shares his candid thoughts on the rationale (or lack thereof) behind these so-called “reciprocal” tariffs, including how the formula used is fundamentally flawed, and why some of the moves feel more like political theater than economic strategy. We also unpack the unintended consequences of targeting key low-cost manufacturing partners outside of China, and how this could backfire on American businesses. In the second half, Simon goes through 10 companies on his watchlist as recent drawdowns have opened up some compelling long-term opportunities. Ticker of stocks discussed: TSM, NVDA, CP.TO, UBER, V, MA, AXP, CNQ.TO, MPC, TOU.TO, ASML, ISRG, GOOG Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

What if Royal Match and EverMerge had a baby… and it made $250K/day?That's Matching Story, the surprise hit that blended match-3, merge, and classic narrative-driven creatives into one of the most polished casual games of 2025.Today, we dissect how Matching Story, which soft-launched in 2021, took its time, perfected its systems, and is now out-earning most casual titles on the charts.

In this replay of episode 57, clipped for brevity and timely relevance, we bring you the final installment in our Regeneration Series, originally inspired by Paul Hawken's seminal book, Regeneration: Ending the Climate Crisis in One Generation. As we head into Thanksgiving week and Giving Tuesday, this episode dives deep into the final theme of Hawken's book—Action and Connection—and explores the personal, practical, and planetary steps we can all take to regenerate life on Earth.This replay includes a passionate reflection from host Corinna Bellizzi on her own climate action punch list, progress made, lessons learned, and the deeper motivations behind creating Care More Be Better. You'll also hear Paul Hawken share his vision for the future, the inseparability of humans and nature, and the powerful role language and indigenous wisdom play in reshaping our climate narrative.

What if we told you that the biggest mobile game hits right now are recycling 5-year-old concepts and adding AI?Today, we break down March 2025's biggest creative trends in mobile gaming — from AI-generated dress-up ads to the rise of near-death experiences in Royal Match clones. You'll see what's scaling, who's winning, and how games pull record revenue by recycling, remixing, and reinvigorating.

Struggling to squeeze more $$$ from your ads? You might be losing thousands just by misusing AdMob.Today, Felix Braberg reveals the exact setup, tips, and optimization tactics he uses to scale ad revenue for games earning $350M+ in lifetime revenue.

What happens when a cat simulator, born as a VR meme on Meta Quest, lands on mobile with aggressive monetization and viral magic? You get a $300,000/day monster hits. I am Cat with I am Security = 300k/day ad revenue!Today, we break down the bizarre and brilliant rise of I Am Cat and I Am Security — the mobile games that took over app stores in March 2025 with:Over 2.6M DAU$170K/day from I Am Cat$120K/day from I Am Security60s interstitial loops and mandatory rewarded adsOrigin story: a team call about cats turned into a Goat Simulator-style sandbox hitFrom VR on MetaQuest to top-ranked free games on Android & iOSAlmost no IAP – ads are the economyInsane virality via YouTube Shorts & TikTok (34M+ views!)Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/zVjfrpqeKSwJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Game Overview04:24 The Rise of Astotti and Their Games06:50 Exploring the Success of 'I'm Cat' and 'I'm Security'10:24 The Transition from VR to Mobile Gaming13:10 Ad Monetization Strategies in Mobile Games16:30 User Engagement and Game Mechanics19:31 Revenue Insights and Market Performance20:19 The Rise of Simulation Games23:37 Analyzing Game Revenue and User Engagement24:51 Exploring IAM Security Game Mechanics29:23 Revenue Insights and Market Sustainability32:35 Future of Game Development and Marketing Strategies36:28 Viral Marketing Strategies in Gaming39:56 The Impact of Social Media on Game Popularity43:40 Analyzing Game Monetization and Profitability46:50 The Evolution of Game Concepts and Trends52:06 Conclusion and Future of Gaming---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysVR to mobile = untapped goldmine, especially for meme-ready contentAggressive ad placement can work if player retention is fueled by curiosity + chaosLow CPI + high engagement = ideal organic UA funnel"I Am Cat" and "I Am Security" are a masterclass in viral design, zero-to-monetization speed, and how to turn meme energy into millions..---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

A single cell of carbon contains trillions of molecules, and its role in connecting all life is immeasurable. American environmentalist Paul Hawken decided to study indigenous languages to further explore the beauty of the most versatile element on the planet that animates the entirety of the living world. Joining Corinna Bellizzi, he talks about his book “Carbon: The Book of Life” and how it opened his eyes to the fact that regeneration is the singular key to humanity's survival. He stresses the importance of embracing regenerative agricultural practices, nature-based solutions, and indigenous knowledge to ensure the planet's longevity and sustainability. Paul also explains why he considers “we” as the most dangerous pronoun and how to rethink our daily choices in a world addicted to overconsumption.About Guest:Paul Hawken starts ecological businesses, writes about nature and commerce, and consults with heads of state and CEOs on climatic, economic and ecological regeneration. He has written nine books published in 30 languages including six national and New York Times bestsellers: Growing a Business, The Next Economy, The Ecology of Commerce, Blessed Unrest, Drawdown and Regeneration: Ending the Climate Crisis In One Generation. He is the founder of Project Drawdown, Regeneration.org, and just completed his latest work, Carbon: The Book of Life which is published by Penguin Random House. It was released on March 18, 2025.Guest LinkedIn: https://www.linkedin.com/in/paul-hawken-0792b/ Guest Website: https://paulhawken.com/ Guest Social: https://www.instagram.com/paulhawken/ Show Notes: Final audio00:02:07 - Writing The Book ‘Carbon'00:10:15 - The Growing Impact Of Regenerative Agriculture00:21:57 - Regeneration: The Only Path Forward00:34:46 - Living In A Consumerist And Capitalist Society00:42:49 - Changing The Topography Of Living Spaces00:52:24 - How Life Exists Within A Single Cell00:59:40 - Some Regenerative Solutions From ‘Carbon'01:07:05 - Episode Wrap-up And Closing WordsJOIN OUR CIRCLE. BUILD A GREENER FUTURE:

Today, we are tearing down Kingshot by Century Games – a new free-to-play mobile strategy game blending 4X strategy and idle survival mechanics. Our provides a detailed, data-driven look at Kingshot's gameplay design, monetization strategies, creative marketing trends, and its competitive context.We examine how Kingshot builds on Century Games' previous hit, Whiteout Survival. The video dissects Kingshot's core gameplay loop – from its survival city-building and fixed-base progression to its 4X alliance warfare on the world map – highlighting how familiar mechanics are executed and improved​.Beyond gameplay and revenue, this teardown highlights creative trends in user acquisition. You'll learn how Kingshot's ad creatives leverage popular trends – from fake gameplay mini-games to AI-generated characters. Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/lZAAOCS2GkMJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Personal Anecdotes04:23 Game Overview: Kingshot by Sentry Games07:27 Game Mechanics and Design Elements10:25 Onboarding and Gameplay Experience13:34 Monetization Strategies and Player Engagement21:05 The Importance of Game Mechanics23:38 Analyzing Game Revenue and Player Retention29:00 Funding and Scaling Game Development32:20 Comparative Analysis of Game Portfolios35:24 The Future of Game Genres and Market Trends40:08 The Evolution of Game Mechanics42:28 Creative Inspirations in Game Development46:11 AI and Creative Trends in Gaming50:35 Marketing Strategies and Spending in Mobile Games52:35 Future Prospects of Game Titles---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Takeaways King Shot Is a Genre Mashup Done RightThe “In-Game Bank” Monetization Is Next-LevelKing Shot runs hundreds of creatives, from Rush Royale clones to fake survival stories and AI-generated UGC—proving that creative variety is king.Built on a Proven Template for Rapid ScalingWith pressure from River Game's stacked portfolio, King Shot isn't just a game—it's a strategic move to stay competitive in the 4X mobile space.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric

This is not just another mobile puzzle game. Screwdom 3D is a MASTERCLASS in hybrid casual design, monetization, and creativity.In this episode, we dive deep into how a small Vietnamese studio is scaling up Screwdom 3D into a $3.6M/month beast, powered by killer rewarded ads, smart boosters, and wildly satisfying 3D physics. Think Screw Jam meets Pinout Master meets genius-level iteration.

Last Z: Survival shooter is basically a Top Girl with AI girls as heroes mixed with a Last War 4X core. Top Girls are everywhere. It's a new Waifu game in the West. We explore the mobile game Last Z Survival Shooter's gameplay mechanics, character dynamics, and monetization strategies. We discuss the game's onboarding process, the integration of AI, and the cultural references embedded within the game. The conversation also touches on regulatory challenges facing the gaming industry and the future of the 4X genre, highlighting the trends and metrics that indicate growth in this sector.Ending with reflections on the implications of these trends for the gaming landscape.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Context04:06 Game Review: Last Z: Survival Shooter07:11 Analyzing Game Metrics and Trends10:16 Onboarding and Gameplay Mechanics13:14 Character Dynamics and AI Integration16:09 Monetization Strategies and User Engagement19:10 Cultural References and Game Design22:07 Conclusion and Future Insights25:44 Game Mechanics and Character Development28:11 Creative Strategies in Game Marketing31:07 Trends in Game Advertising and Regulation37:07 AI and Game Development Innovations41:10 Revenue Trends in the 4X Genre---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Takeaways'Last Z: Survival Shooter' blends familiar mechanics from previous titles.AI integration is becoming increasingly prevalent in mobile games.Monetization strategies are evolving, focusing on user engagement and character dynamics.Cultural references in games can enhance player connection and engagement.Regulatory challenges are emerging as the industry grapples with content standards.The 4X genre is experiencing significant growth, driven by successful titles.Character dynamics play a vital role in player engagement and game success.The gaming industry is increasingly leaning towards content that appeals to basic human needs.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricLatest article - https://open.substack.com/pub/lancaric/p/match-3d-ua-playbook-real-data-inside?r=7qqaf&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

In this episode, Jakub goes into the intricacies of game economies, focusing on the concepts of spend depth and effective spend depth. He explains how these metrics are crucial for understanding player engagement and monetization strategies in games. Through practical examples from popular games like Clash Royale and Survivor.io, he illustrates how to calculate and increase spend depth while managing content effectively. The monologue also touches on the challenges of maintaining a balanced game economy and the importance of supporting new content with appropriate progression layers.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/3YcIfmBLZw8Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Game Economies02:58 Understanding Spend Depth and Effective Spend Depth07:49 Calculating Spend Depth in Different Game Genres11:35 Increasing Spend Depth: Case Study of Survivor.io17:11 Advanced Game Economies: Honkai Star Rail and Beyond---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysSpend depth represents the total money a user can spend in a game.Effective spend depth is the specific resources needed to access end-game content.Calculating spend depth requires understanding the game's currency and upgrade costs.Different game genres have unique methods for calculating spend depth.Increasing spend depth involves adding new layers of progression and content.Content management is crucial to support new progression layers in games.Game economies can become bloated if not managed properly.Understanding competitor spend depth can inform your game's economy design.Player engagement metrics are essential for balancing game economies.The longevity of a game depends on its ability to introduce new content and challenges.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricLatest article - https://open.substack.com/pub/lancaric/p/match-3d-ua-playbook-real-data-inside?r=7qqaf&utm_campaign=post&utm_medium=web&showWelcomeOnShare=trueDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

Derek Moore is back to discuss markets, volatility, and the economy through the prism of intra year drawdowns, Spot VIX vs Vix Futures prices, and LEI or Leading Economic Indicator. Why are the Fed's Dot Plots useless (still). Thoughts on the idea that Buffered strategies don't beat the market. How different markets have performed since the first Fed rate cut in September and much more.    Since September Rate Cut Mag 7 vs SPX vs Equal Weight Intra Year Drawdowns vs full year return Comments on AQR post on Buffered funds VIX Index vs VIX Futures in the coming months AAII Bull Bear Spreads says way bearish still Fed dot plots Fed Funds Futures rate expectations Multiple Contraction is the reason for the drawdown not a reduction in earnings estimates LEI Leading Economic Indicator   Mentioned in this Episode   Conference Board Leading Economic Indicator https://www.conference-board.org/topics/us-leading-indicators#:~:text=Using%20the%20Composite%20Indexes:%20The%20Leading%20Economic,economy%20is%20heading%20in%20the%20near%20term.&text=The%20CEI's%20four%20component%20indicators%E2%80%94payroll%20employment%2C%20personal,used%20to%20determine%20recessions%20in%20the%20US.   CME Fed watch Tool https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html   Federal Reserve Dot Plots Summary of Economic Projections March 2025 https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20250319.pdf   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com     

Most struggling traders try to overcome drawdowns by trading more size & trading more frequently. This trading act is called revenge trading which does nothing more than increase the size of your drawdown leaving you in a bigger hole than you started with.In this episode of The Trading Coach Podcast, we're going to talk about how to eliminate revenge trading & strengthen your trading psychology so that you can emotionally deal with drawdowns.Your Trading Coach - Akil

In his new book “Carbon: The Book of Life,” Paul Hawken guides readers through the integral role of carbon in our world and daily lives. Carbon is a miracle element that is the basis of life on earth, and yet, it has become maligned as the culprit of our climate change crisis. Hawken, a Bay Area native and longtime environmentalist and entrepreneur, offers a hopeful re-consideration of carbon, as a way to embrace our connection to the planet and guide us to climate solutions. We talk to Hawken about his new book, his work on environmental sustainability and how to reimagine our complex relationship with carbon and the planet as a whole. Guests: Paul Hawken, environmentalist, entrepreneur and author; his latest book is "Carbon: The Book of Life." His other books include "Regeneration," "Drawdown," "Blessed Unrest" and "The Ecology of Commerce."

In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the recent drawdown in stocks and explores if the outperformance in international developed stocks over domestic stocks could be a sign of an investable trend shift. Click here to view supporting charts referenced in today's episode. 

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:41) Analyzing Short Reports and Company Trustworthiness(16:28) Concerns from the Short Report(21:14) Market Turmoil and Stock Performance(25:15) Recession Impacts on Holdings(34:25) Delta Airlines: Revenue Forecasts and Market Reactions(36:37) Impact of Government Changes on Financial Results(40:15) American Express: Valuation and Market Position(42:36) Spotlight on Perion Network: A Unique Investment Opportunity(47:45) Bubble Watch: Market Valuations and Investment Strategies(56:09) CoreWeave: AI Startup and IPO Speculations*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************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 big things you need to know: First, we review our basic framework for thinking about drawdowns in US equities, a topic that's been coming up in client meetings over the past few weeks, as investor uncertainty regarding the economy has increased. Second, we have refreshed the math behind our YE 2025 bear case of 5,775, specifically our valuation/EPS stress test. Third, we run through our latest updates on the vibes breakdown in the US, where investor sentiment has plunged to crisis lows on one key metric. Fourth, some of our work suggests opportunity is opening up in Small Caps, though we think it's too early to go overweight.