Podcasts about drawdowns

✔️ Good timing, compounds.✔️ Descending broadening wedge breakout and retest✔️ Tracking the NVDA vs BTC fractal✔️ Bitcoin Gaussian Channel Turning Green✔️ Bitcoin Cycle Compass ✔️ I'm not betting against a chart like this.✔️ The recurring 2013, 2017 & 2021 pattern signals a $300K BTC pump✔️ The harsher the Bitcoin drawdown, the stronger the pump.✔️ This big move is still on the table✔️ Bullish divergence with higher highs and higher lows.✔️ We're already 35 weeks into this bear market.✔️ Jack Mallers from the audience asks Michael Saylor to clarify his real definition of mNAV.✔️ Someone on Reddit built a game where you ride a dirt bike on top of any company's stock chart.✔️ Sources:► https://x.com/maxpain_crypto/status/2064669806360502326► https://x.com/superbitcoinbro/status/2064743754041618780► https://x.com/superbitcoinbro/status/2064430005954941303► https://x.com/washigorira/status/2064775019440623743► https://x.com/washigorira/status/2064710606389903560► https://x.com/killaxbt/status/2064801402048684240► https://x.com/trendingbitcoin/status/2064589124959379850► https://x.com/bitcoinnewscom/status/2064677294870765589► https://x.com/assetsnorris/status/2064710927283556689► https://x.com/caffesatoshi/status/2064624456106914046► https://x.com/cryptojellenl/status/2064636026925072664► https://x.com/bitcoinnewscom/status/2064749611227459608► https://x.com/bitcoinnewscom/status/2064808723747348731► https://x.com/BitcoinNewsCom/status/2064758322125770885► https://x.com/hrdktwt/status/2064675373955342622► stonkrider.com► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

AI creatives just hit a new level and the most surprising convert is Playrix. After years of holding back, they've gone all-in on AI across Township, Gardenscapes, and Homescapes. Matej, Jakub, Felix (and Freddie the robot) review 100+ AI creatives to figure out what's actually working right now.The episode is a guided tour through the current AI creative landscape: AppQuantum's Golden Goblins running AI influencers from a creative team scaling toward 100 people, Playrix's full-AI pivot with the recurring "there are no ads in Township" concept (and Felix's repeated insistence that ads are coming anyway), the "getting slapped" husband concept that has spread across the entire 4X category in a single month, freezing-families intros rendered at near-Pixar quality, the pajama guy who quietly took over Last War / Dark War creatives, and the broader collapse of creative production timelines from a week to a single day. It's the clearest snapshot yet of how fast AI creative production is moving — and how quickly a single winning concept now propagates across an entire genre.The throughline: this isn't about whether AI creatives work anymore. It's about who's iterating fastest.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — Freddie the robot judges the AI creatives02:30 AppQuantum's Golden Goblins and the 100-person creative team04:00 Century portfolio downscaling AI (and near-Pixar quality)07:30 Playrix goes full AI across all three games08:00 "There are no ads in Township" — the recurring concept16:30 Freezing Families gets the full AI intro treatment22:20 The "getting slapped" concept takes over all of Forex33:30 Top Heroes, anime quality, and where this is heading━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━-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 Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------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 Lancaric

Katharine Wilkinson has a Ph.D. in geography and the environment, is well known for being a co-author of the book Drawdown and co-founder of The All We Can Save Project. She joins the Newscast this week to discuss her latest book Climate Wayfinding: Healing Ourselves and the Planet We Call Home. As a journalist, it's unhelpful for me to divorce myself from the topic of this interview, as I have experienced, time and again, the sense of "murky overwhelm" this book is specifically designed to address. But Wilkinson didn't just write this book for journalists like myself who cover ecological crises for a living. She wrote it for readers and listeners like you. "I think we're all in our own ways grappling with this increasingly mapless time, right? And that is quite literally true," Wilkinson says. "'Is there hope?' and 'What can I do?' I think these are fundamentally navigational questions as much as they are questions of action." What Climate Wayfinding does that I think is unique is it directly addresses the reader and takes them through a process of self-examination. Of sitting with the uncomfortable emotions one feels about our ecological crises, without judgment. And from that self-compassion, asking the reader to imagine the world they want to see instead and encouraging them to map out how they see themselves working to achieve it. Please take a minute to let us know what you think of our podcast here. Mike DiGirolamo is the host & producer for the Mongabay Newscast based in Sydney. Find him on LinkedIn and Bluesky. Thumbnail image: Climate Wayfinding with a design background. Image by Amerpsand, courtesy of Katharine Wilkinson. —— Timecodes (00:00) Facing our increasingly 'mapless' time (09:43) Following our emotions (15:07) "I don't feel hopeful today" (18:22) Possibilities that become reality (25:32) Culture as an accelerator for change (35:17) A crisis of leadership (41:40) To love something instead of fixing something

MUSKOKA DRAWDOWN GORD MILLER JUNE 6 2026

Block Out by Grand Games is scaling to $300K/day — and it doesn't even have an Android version yet. It's about to become Grand Games' biggest title, overtaking Magic Sword, and the whole thing is a masterclass in perfect execution over original innovation.Matej Lančarič, Jakub Remiar, and Felix Braberg break down Block Out, the deterministic sort puzzler that's quietly become one of the most aggressive scalers in mobile. The conversation covers how Block Out's iteration is now out-earning the game it borrowed from (Color Block Jam), the level-design difference that makes it more casual and more approachable, the UA upgrade that Jakub estimates at 500%+ over Grand's earlier games, the iOS-only / US-only / single-AppLovin-campaign soft launch playbook (the same one Pixel Flow used), the blended-ROAS interstitial strategy driving 32-36% ad revenue, and the 1,000+ creatives and 260 playables now powering the scale. Plus the bigger Grand Games story: a $70M raise, $105M+ total funding, and a template machine that takes proven concepts and executes them better than anyone.The thesis, straight from the episode: Grand Games doesn't do giant innovation. They do perfect execution.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 the 500% UA upgrade03:50 The numbers — $300K/day, 140K downloads/day, iOS only06:40 The Grand Games template — perfect execution, not innovation10:25 What a deterministic sort puzzler actually is13:25 Block Out vs Color Block Jam — the level design difference20:50 The soft launch playbook — one AppLovin campaign, US only21:45 The ad question — blended ROAS and 32-36% ad revenue26:30 The UA breakdown — Mintegral, 1,000 creatives, 260 playables--------------------------------------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.Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------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

Welcome back to the Alt Goes Mainstream podcast.Today's conversation provides a fascinating window into the world of how one of the industry's largest wealth managers approaches private markets.We sat down with the man who holds the keys to the kingdom.Mark Sutterlin is the Head of Alternative Investments within the Investment Solutions Group at Bank of America. He leads the firm's strategy and platform development across hedge funds, private credit, private equity, physical precious metals, and real estate, delivering a broad spectrum of institutional-grade investment solutions to advisors and their clients.Mark brings the advisor's perspective to bear as he builds the alternative investments menu for Merrill and Bank of America Private Bank and helps educate advisors and clients on how and where to thoughtfully and appropriately include private markets in portfolios.Mark and I had a fascinating discussion. We covered:How GPs can work with private banks.What one of the largest private wealth allocators looks for in GPs.How Merrill approaches different product structures to deliver solutions across the wealth client spectrum.What constitutes a manager's edge.I loved this conversation with Mark, who takes such a thoughtful approach and brings a true passion to helping clients and advisors build and protect wealth.Thanks Mark for sharing your expertise, wisdom, and passion on private markets and private wealth.Show Notes00:00 Investor Edge Beyond Returns00:32 Sponsor Message from Ultimus01:41 Meet Mark Sutterlin04:15 Advisor Trust and Responsibility04:24 Penetration Across Wealth Tiers04:38 Scaling Alts Across Books04:49 Evergreen to Drawdown Spectrum05:12 Building the Shelf Challenge05:32 Evergreen Role in Portfolios05:42 Serving Broad Client Needs06:06 Optionality Not One Product06:20 Diligence as Core Identity06:48 Nuance in Private Credit07:27 Long-Term Themes Overlay07:56 Core and Satellite Question08:28 Drawdown vs Evergreen Tradeoffs08:48 Advisor Client Feedback Loop09:25 Evergreens Now Dominate Flows09:49 Evergreen Growing Pains10:14 Education and Expectations10:42 Rotation Within Evergreens11:11 Who Can Run Evergreens Well11:35 Scale Deal Flow Allocation Policy12:29 Post Sale Servicing Matters12:52 How Managers Should Service13:23 Transparency Builds Loyalty14:03 Vetting Managers for Private Banks14:45 Investor Skill Is Table Stakes15:22 Thousand Funds Deep Diligence16:07 Unpacking Firm DNA16:23 Private Wealth Is High Touch16:53 Eyes Wide Open Expectations17:14 Best GPs Listen and Adapt18:12 Customization Versus Scale19:13 Specialists and Custom Funds19:57 Proposal Tools for Advisors20:43 Menu Design From Client Needs21:25 Differentiation in UHNW22:31 Co-Invest and Capacity Access24:43 Tech DLT and Streamlining25:38 Biggest Blocker Education Gap26:45 Misconception Complexity27:52 Alts Invitationals Bootcamp29:45 Where Advisors Are Today30:16 What Why How Framework31:32 Implementation Needs Support31:51 Scaling the Alts Business32:45 Open Architecture Platform33:01 Lifecycle Ops Risk Controls33:40 Where to Invest Next33:53 Infrastructure and DLT Readiness34:42 Future Growth Sources35:37 Advisors Yet to Adopt36:00 Balanced Growth Outlook36:58 Client Sentiment Today38:11 Patience and Long-Term Adoption38:51 Next Gen Investor Mindset40:43 Defining a Manager's Edge41:23 Specialization and Storytelling42:31 Building a Menu of Edges42:47 Business Plan Plus Open Mind43:44 Advice for GPs Pitching Merrill44:39 Platform Differentiation and Exclusivity46:47 What Worries Mark Today48:19 Excited About AI and Infrastructure50:42 Wrap Up and ThanksA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.

The post What Serious Investors Know About Drawdowns That Most Bettors Were Never Taught appeared first on FTS Income.

Voodoo wasn't supposed to be making this kind of money. For years their entire portfolio sat at sub-$100K/day games — Mob Control, Cap Heroes, the usual hyper-casual treadmill. Then something switched in early 2026 and now they're suddenly running at $1M/day in IAP across the portfolio. The flag-bearer for the new era is Marble Sort.We dig into Marble Sort by Voodoo — a sort-category puzzler that scaled from launch in February to $200K/day in IAP plus $52K/day in ad revenue by March. The conversation covers the sorter-category explosion (Pixel Flow's Scopely acquisition for close to $1B set the precedent), the 800-1,100 creatives running on AppLovin and what they tell us about Voodoo's creative production discipline, the level-design and APS-curve methodology that Tripledot-style studios actually use, why this game could be just a mini-game inside Royal Match (and why that matters), and the bigger story underneath: Voodoo just launched a mid-core PvP studio led by ex-Kameli Games French founders, signaling a serious IPO push in the next 1-2 years.If you want to understand the Voodoo renaissance — or just figure out why Jakub keeps insisting "the sort category is the new hot shit" — this is the episode.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — Voodoo is suddenly doing $1M/day in IAP02:24 The sorter category is the new hot shit (and why)05:36 The Voodoo portfolio renaissance — Castle Clashers + Marble Sort08:56 Walking the game — sorting mechanics, level curve, no live-ops yet13:40 The level design metrics — APS curve, booster win ratio17:38 32% ad revenue + $52K/day = roughly $250K/day total19:59 800-1,100 creatives in 30 days — AI + gameplay + AppLovin altered videos28:33 Voodoo's new mid-core PvP studio + the IPO setup--------------------------------------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 Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SAChapters---------------------------------------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

What if the climate crisis was also humanity's greatest wake-up call? Tune in for an empowering discussion with Dr. Katharine K. Wilkinson on her new book Climate Wayfinding: Healing Ourselves and the Planet We Call Home.Moments with Marianne Radio Show airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio Affiliate! https://www.kmet1490am.comDr. Katharine K. Wilkinson is a human on Earth. As a writer, teacher, and creator, she has inspired hundreds of thousands of climate journeys through transformational projects that shift our cultural narratives about what's possible and nurture engagement in renewing our world. Her publications include the bestselling anthology All We Can Save, the podcast A Matter of Degrees, and the New York Times bestseller Drawdown. Dr. Wilkinson co-founded and leads The All We Can Save Project, where she shaped the much-beloved programs All We Can Save Circles and Climate Wayfinding. She holds a DPhil in geography and environment from the University of Oxford, where she was a Rhodes Scholar, and a BA in religion from Sewanee: The University of the South. In 2019, Time magazine named her one of fifteen "women who will save the world.” https://www.kkwilkinson.comOrder on Amazon: https://a.co/d/0jcEoBYxTo learn more about the show and interview opportunities contact us at: https://www.mariannepestana.com

Gordon Hamilton, Senior Managing Director for Kayne Anderson, Portfolio Manager for the Kayne Anderson Energy Infrastructure fund, says that there will be a big call on U.S. energy infrastructure companies to meet global demand for propane, butane, crude oil and natural gas as the world gets through the current energy crisis created by war in Iran. Coupled with an energy "supercycle" driven by artificial-intelligence needs, it is creating a positive long-term demand picture where infrastructure should be able to have persistent performance even if current events or A.I. expectations add concerns to the market.

In this episode of The PDB Afternoon Bulletin: First up — the U.S. and Iran are still officially negotiating peace… while simultaneously exchanging drones, missiles, and retaliatory strikes for the second time in less than a week. We'll have the latest on the growing tensions near the Strait of Hormuz and why President Trump now says Iran is “negotiating on fumes.” Later in the show — new reports say the Pentagon plans to sharply reduce America's combat commitments to NATO as President Trump pushes European allies to shoulder more of their own defense burden. The proposed cuts could reportedly impact fighter jets, warships, and strategic bombers available to the alliance during a future crisis. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief.  YouTube: youtube.com/@presidentsdailybrief Blocktrust: Move your retirement into the next generation of assets, go to https://mikebakercrypto.com now to claim your $2,500 Bitcoin bonus. QUO: Make this the season where no opportunity slips away. Try QUO for free PLUS get 20% off your first 6 months when you go to https://Quo.com/PDB Chapter: Compare every medicare plan call 915-671-5252 today! Chapter and its affiliates are not connected with or endorsed by any government entity or the federal Medicare program. Chapter Advisory, LLC represents Medicare Advantage HMO, PPO, and PFFS organizations and stand alone prescription drug plans that have a Medicare contract. Enrollment depends on the plan's contract renewal. While we have a database of every Medicare plan nationwide and can help you to search among all plans, we have contracts with many but not all plans. As a result, we do not offer every plan available in your area. Currently we represent 50 organizations which offer 18,160 products nationwide. We search and recommend all plans, even those we don't directly offer. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact https://Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options. Learn more about your ad choices. Visit megaphone.fm/adchoices

One guy. Five helpers. $30 million a year in revenue. 97% profit margin. Zero UA. 700 million lifetime downloads. The most successful solo developer in mobile gaming history is Swedish and you've probably never heard of him.Matej Lančarič, Jakub Remiar, and Felix Braberg return with another One Man Wonder episode — this time on Robert Topala (RobTop Games) and Geometry Dash. The game launched in 2013 as a premium $1.99 title, spawned a free-to-play Lite version, and has been compounding ever since. Active users just hit an all-time high of 10 million DAU — double where they were in October last year. Daily revenue is $75K, with 2025 trending toward $27M after a record $33M in 2024.The most uncomfortable part isn't the revenue. It's that Topala has literally one UA creative running, his entire growth engine is organic, and his profit margin has stayed between 93% and 97% every single year since 2015. He's still in Sweden paying full Swedish tax because he can't be bothered to relocate. The lesson for everyone else? Either build something so good that creators on TikTok and YouTube market it for free for a decade — or accept that you'll never operate at this margin profile.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — $27.4M revenue, one employee02:32 One Man Wonder #N — meet Robert Topala from Sweden05:18 All-time-high 10M DAU and the growth curve doubling14:32 Ad revenue breakdown: $75K/day total revenue16:35 The Swedish financial filings — 93-97% profit margin since 201520:12 How AppLovin mediation 3x'd revenue from 2022 to 202422:41 Third biggest platformer by downloads — just one person26:34 TikTok and YouTube as the real UA engine--------------------------------------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 Lancaric⁠#mobilegaming #useracquisition #gamedesign #geometrydash #robtop #onemanwonder #f2p #geometrydashshowcase Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------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

AppQuantum's Golden Goblins is five years old and still dropping new creatives nobody else is matching. Magic Sword is running 5,000+ new playables per month. Match Villains just flipped the "save the king" formula and is converting harder than ever. And AI creatives are now indistinguishable from human ones in roughly half of the libraries we looked at.Matej Lančarič is joined by Felix Braberg and John Wright (Playable Maker, sitting in for Jakub) to walk through Sensor Tower's April creative trends and figure out what's actually winning right now. The conversation covers the Golden Goblins production machine and why they're still using gates (yes, gates), Match Villains flipping the king-rescue formula into peasant-rescue, the AI invasion of creative libraries, why near-death experience hooks are showing up everywhere, the $40 vs $10 CPI gap between 4X and idle arcade creatives, the brutal volume race (Magic Sword 5K, Royal Match only 300), and the 80/20 iteration rule that separates winners from everyone else.If you ship creatives every week and want to know what's actually working in April 2026, this is the episode.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — "what signals do you look for anymore?"02:14 Golden Goblins is still dropping new stuff (and using gates)09:13 The 5,000 creatives per month volume race13:55 The 80/20 rule — iteration beats new concepts21:00 "Save the Peasants" — Match Villains flips the king formula30:40 The Royal Match Apple billion-dollar problem35:30 AI creatives are now 50% of some libraries39:13 The $40 vs $10 CPI gap and the Tasty Travels playbook━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Special guest: John WrightJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------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 Lancaric

A 5-year-old location-based game just 5x'd its downloads. There were no new creatives. No new geos. No marketing push. Just one regional event that changed how the game actually works in Taiwan.We break down Pikmin Bloom by Niantic — the quiet survivor of the post-Pokemon-Go location-based wave that everyone forgot about, but which has been quietly making $30-50M/month for years and just spiked dramatically in early 2026. The conversation covers the Pikmin IP history, the game's walking-based resource-conversion mechanics, why 58% of revenue comes from Japan, the brutal scale comparison to Pokemon Go ($85M in 5 years vs $75M in 30 days), and the most interesting product story of the episode: Niantic's regional experiment in Taiwan where they moved mushroom locations weekly from November to February, driving a 5x download spike that's still scaling.The takeaway isn't about Pikmin specifically. It's about what product-driven UA looks like when creative-led UA stops moving the needle.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — Pikmin Bloom is scaling, why?03:16 Pikmin history lesson — Nintendo IP, RTS origins06:16 The actual game: walking, flowers, Pikmin work for you13:01 The 5x download spike and Taiwan's surprise dominance14:53 The brutal comparison — Pikmin Bloom vs Pokemon Go17:01 The Japan IP rule: everything Nintendo touches is sacred24:12 The Niantic Taiwan experiment that changed everything━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Long-form playables aren't just back — they're crushing it. The top playable in April hit 75% impression share. Whiteout Survival is doing it with 3 new playables a month. And the format that's winning everywhere is the one your mum would recognize.Matej Lančarič is joined by Ondrej Monsberger and John Wright for another Playable Trends deep-dive. The crew goes through Sensor Tower's top playable creatives for April, focusing exclusively on long-form playables and what's actually driving impression share right now. The conversation covers the production trick of building one playable script and shipping 20 variations, why the "mum test" puzzle format is dominating, the BitLife "find the shoes" frustration mechanic, Royal Match's redirect-then-return experiment, and the awkward truth that Whiteout Survival made only three new playables in April but still has 99% impression share on puzzle creatives.If you make playables — or you're trying to understand why CPI keeps climbing despite shipping more creatives — this is the episode to bookmark.⏱️ TIMESTAMPS00:00 the "mum test" and recognizable formats02:24 Welcome — the never-ending playables debate revisited06:15 Sensor Tower setup and April's top long-form playables09:27 One script, 20 variations — the production playbook13:50 The completion-rate vs engagement-clicks tradeoff21:00 The 75% impression share playable of April25:48 Royal Match's redirect-then-return experiment30:05 Whiteout Survival: 99% impression share, 3 new playables38:24 Predictions for next month — and the arrows trend

EcoRadio KC is glad to encourage awareness and protection of our world.  Our goal is to ensure our listeners are aware of how we can create a sustainable present for a sustainable future! We experience more extreme temperatures because of global energy increase. As we move to the future, it will take ALL of us to make the world habitable for millennia to come. You can trust that KKFI will strive to broadcast relevant, accurate, and timely information. You share KKFI's mission of providing an independent voice to information underserved or ignored by mainstream media. Host Terri Wilke with speak with Dr. Katharine Wilkinson, author of Climate Wayfinding: Healing Ourselves and the Planet We Call Home, published by Amber Lotus Publishing, May 5, 2026. https://www.kkwilkinson.com/ When maps come up short and the path ahead is uncertain, how do we find our way? Visionary climate leader Katharine K. Wilkinson offers a compassionate and empowering guide to navigating from ache to action, doubt to possibility. Through transformational programs and books, including the national bestseller All We Can Save, Wilkinson has inspired hundreds of thousands of climate journeys. Whether steeped in climate or newly curious, readers will discover something grounding and generative in these pages. She shares a proven process for looking inward with care, outward with curiosity, and forward with courage. Ultimately, readers chart a course toward playing their unique part in our collective healing. Wilkinson lights the way through stirring personal essays, interwoven with the wisdom of other climate leaders and the beauty of poetry, art, and song. Whether steeped in climate or newly curious, readers will discover something grounding and generative in these pages. Dr. Katharine K. Wilkinson's publications include the bestselling anthology All We Can Save, the podcast A Matter of Degrees, and the New York Times bestseller Drawdown. Dr. Wilkinson co-founded and leads The All We Can Save Project, where she shaped the much-beloved programs All We Can Save Circles and Climate Wayfinding. She holds a DPhil in geography and environment from the University of Oxford, where she was a Rhodes Scholar, and a BA in religion from Sewanee: The University of the South. EcoRadio KC supports the work for a future in which humans flourish as members of a thriving ecosphere. We are all in this together and it will take all of us to make the world safe. This will be a great radio hour! “The whole world is one neighborhood.”  Franklin D. Roosevelt

AP Washington correspondent Sagar Meghani reports several Republican lawmakers are pushing back against President Trump's treatment of traditional U.S. allies.

AP Washington correspondent Sagar Meghani reports on a bipartisan grilling about the Iran war for Defense Secretary Pete Hegseth on Capitol Hill.

A Chinese-developed Farmville replacement just shipped 4,000 AI-generated creatives in 30 days. And it's only making $30K/day. What's actually going on?We dig into Cozy Florist by Rift Sky Games — the Western counterpart to "My Garden Tale," which is already doing $10M/month in China. The game is a remarkably polished Farmville without the annoying resource puzzle, with stacked cores including flower-merging mechanics, Solitaire-association customer orders, gacha-style flower rarities, social raids, and TikTok Live integration baked into the metagame.But the puzzle is the creative volume. 4,000 ads in 30 days is Forex-scale UA output. The game is testing primarily in Philippines despite being released globally in December. And the revenue isn't moving in proportion. The hosts spend half the episode trying to figure out what's happening — and the conclusion they land on is uncomfortable for Western UA: this is what "second generation" Chinese UA looks like, and the West isn't ready.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 What's going on02:55 Cozy Florist walkthrough — Chinese fonts, sad-story onboarding05:21 Stacked cores — flower merging, Solitaire customers, gacha13:00 TikTok Live integration baked into the metagame16:44 Revenue reality — 90% China, 2% US, $30K/day21:31 4,000 AI creatives in 30 days — Forex-scale output25:21 Why this game isn't soft-launching like a Western game27:55 The "second generation UA" gap Chinese studios are openingGet 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 Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------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

Your Pain ain't Random… it's carrying your Promotion. See, most people try to escape the pressure, but pressure is where the transformation happens. GOD ain't punishing you, He positioning you. Every loss, every setback, every moment where it feel like you getting stretched… that's preparation for a level you asked for. You can't pray for elevation and then fold when the weight show up. The market teach you that same lesson. Drawdown builds discipline. Losses build awareness. It's sharpening you, not breaking you. What hurt you is actually building the capacity you gonna need when it's time to handle more. So instead of asking “why me,” you gotta start asking “what is this shaping me into?” Because your pain is training your mindset, refining your spirit, and developing the version of you that can actually sustain the promotion when it arrives.Your Pain is Carrying Your Promotion | Wallstreet Trapper (Episode 192) Trappin Tuesdays⚖

Every new mobile game is now a copy of a copy. And that's not a complaint — it's the strategy.We dig through the soft launch charts to surface 15+ new games released in the last three months. Voodoo's Block Pals (which is literally just Block Jam 3D again). Moon Active's two new merge games are chasing Gossip Harbor. Spike's Hexa Out, Quick Send, and Solitaire Sort. Grand Games hiding its new Aerogem on the Zimbabwe App Store to dodge takedowns. SuperSend's template-driven creative-first approach with FROZIA and Daily Farm Harvest Empire. Plus the bigger structural question: is Overwatch Rush actually going to make it?The pattern is clear - 80% works, 20% iteration. Every serious studio is following the same playbook. The question is who executes it best.⏱️ TIMESTAMPS00:00 Cold open — merge is the new match-304:04 Field Day by Bitod — ex-Supercell startup goes GTA06:15 Overwatch Rush — Blizzard's mobile play (high CPI face)09:53 Moon Active's merge wave — Reality Bay + Family Bay12:43 Voodoo's Block Pals + Century's DakiMage Color Puzzle15:35 Turkish section — Rolik, Spike, Grand Games dominance25:16 Aerogem hidden on the Zimbabwe App Store27:00 Arrows hits 6.5M DAU — the new template everyone copies28:38 SuperSend's creative-first templates: FROZIA, Daily Farm— "80% works, 20% iteration" is now the default soft launch strategy. Every game in this episode is an iteration on a proven winner — Block Jam, Gossip Harbor, Pixel Flow, Lesmore's Arrows, Township, Last War Creative.— Merge is officially being treated as the new match-3. Moon Active alone has two new merge games in soft launch. Caveat: merge is much harder to balance and live-ops than match-3, so most of these will fail.— Grand Games is hiding its new game Aerogem on the Zimbabwe App Store specifically because legal teams from incumbents (likely MiniClip / Lesmore) don't operate there. This is apparently a real soft launch tactic now.— Spike has abandoned its main App Store account and is publishing everything from a new "testing" account, releasing Hexa Out, Quick Send, and Solitaire Sort in rapid succession with the same template strategy.--------------------------------------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 Lancaric⁠Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiarPlease 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

Robin Lustig and Alex von Tunzelmann discuss the American troop drawdown in Germany and Mark Carney joining a summit of the European Political Community in Yerevan. Plus: Joe Luc Barnes’s book, ‘Farewell to Russia’See omnystudio.com/listener for privacy information.

AP correspondent Karen Chammas reports on Europe's response to President Trump's decision to pull out thousands of U.S. troops from Germany following a spat with its chancellor.

MoonActive just launched the obvious counter-punch to Monopoly Go — and it's already pulling 2.2M monthly downloads against Monopoly Go's 1.8M, with 10x fewer creatives.We break down Coin Master Board Adventure end-to-end: the stacked core loops (board + merge + Klondike + bombs + idle tree pets), the static-vs-seasonal album split, the 5-pop-up energy trap, the UA creative library, the launch trajectory, and why social casino monetization is still a money printer that the rest of the industry can't crack.Plus the question that opens the episode and pretty much defines the genre: what is the D365 retention of users spending $5,000+ a month? (Spoiler: basically 100%.)If you work on UA, live-ops, or social casino product, this one's required viewing.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Cold open — D365 retention of $5K/month whales02:55 The setup: MoonActive's counter-launch to Monopoly Go04:13 Coin Master is a $70M/month plow horse — for years08:50 Walking the actual game: pop-ups, energy, board core13:12 Five stacked cores: merge, Klondike, bombs, idle tree20:00 Launch trajectory — $300K/day, 80K downloads/day21:27 UA creatives: 1.5K running, why CPIs stay at $90+31:21 Year-end predictions and the Las Vegas granny--------------------------------------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 Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA---------------------------------------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

Simon's live update for Matt Frei's Saturday morning programme on the UK's LBC.

Welcome to Review Radar #11 — the "broken dreams and hopes" edition. We revisit every game they reviewed between September and December last year to see which ones survived, which ones got killed, and which ones genuinely broke through.The verdict is brutal. AceCraft dropped from 800K downloads a day to 4K. Galaxy Defense never scaled. The Squad Busters of the world joined Supercell's graveyard. But there were real winners: The Tower, Level Devil, Sunday City (the "Casino GTA"), and Heads Down all proved that smart design beats hype every time.If you want to understand what actually predicts mobile game survival, this is the episode.#mobilegaming #gamedesign #useracquisition #liveops #f2pGet 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 Lancaric⁠ Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SA⏱️ TIMESTAMPS00:00 Cold open — "broken dreams" radar incoming01:51 AceCraft, Galaxy Defense and the September graveyard07:54 The Tower — one of the best games we've reviewed12:01 Sudoku Master and the puzzle category check-in20:11 The Supercell post-2018 graveyard + MoCo's slow death28:38 Sunday City — the "Casino GTA" winning at $100K/day34:00 Final verdict — who survived and who didn't---------------------------------------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

Township just hit $45M/month - at 17 years old. How?We sit down with Erno Kiiski (Game Refinery, a Liftoff company) to dissect what is arguably the most underrated transformation in mobile gaming: how Playrix quietly turned an evergreen farming tycoon into a stealth match-3 game with the tycoon repurposed as a UA funnel.We trace 17 years of Township across five eras — from Facebook Canvas farming sim to hyper-casual mini-game platform to its current form, where match-3 is the main engine and the tycoon is essentially the onboarding. Plus a year-by-year archaeology dig through Township's UA creatives from 2019 to 2026: Pull the Pin, Golden Goblins, Idle Lumber, King Shot iterations, and AI-generated ads.If you work in mobile games, product, or UA — this episode will change how you think about evergreen titles, portfolio strategy, and the CPI/LTV equation.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,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matej Lancaric⁠Special Guest: Erno Kiiski https://www.linkedin.com/in/erno-kiiski/Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-3bckldvr8-8PXvzciMWdheOzED9hq0SAChapters00:00 - Epic intro01:23 - Welcome + Game Refinery intro with Erno Kiiski03:36 — Why Township now ($45M/month)07:29 — The five eras of Township20:37 — Pull the Pin and the Playrix portfolio play23:00 — 2021: when the puzzle became the core38:24 — Disco Ball and sense-of-urgency design57:47 — The January 2026 currency inflation play1:18:21 — Township is a UA funnel, not a tycoon1:19:32 — The Reverse 4X concept1:23:08 — UA creatives archaeology: 2019 → 20261:47:38 — Is Playrix now bigger than Dream Games?---------------------------------------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

Habby goes ALL-IN on midcore… and removes adsToday, we break down Dicero, the latest game from Habby — and honestly, it's one of the most surprising strategy shifts we've seen in a while.

This week's blogpost - https://bahnsen.co/42ccBWB In this week's Thoughts on Money, Trevor, Blaine, and Brett discuss Blaine's article, “The Next Bear Market,” which argues that a 20% market decline will happen at some point and that recent, fast recoveries (COVID, 2022, 2023 bank failures, and a short-lived 2025 ~19% drawdown) may be breeding investor complacency. They distinguish corrections (10%) from bear markets (20%), highlight how intra-year drawdowns often fade in annual returns, and emphasize the market's interconnected participants, leverage-driven selling, and the expectation that the Fed will intervene. The group focuses on preparing through adequate liquidity and safety nets to avoid selling at the wrong time, understanding why you own assets, and emphasizing dividends and income as part of total return. They note risk surveys can misstate real behavior, advisors act as guides to help clients endure volatility, and premium returns require accepting volatility as the price of admission. 00:00 Podcast Intro 00:30 Why Bear Markets Happen 03:05 Drawdowns vs Annual Returns 05:02 Statement Pain Explained 07:19 Too Big to Fail Mindset 10:17 Complacency After Long Runs 18:40 Corrections vs Bear Markets 20:37 Risk Tolerance Reality Check 23:04 Long Horizon Portfolio Buckets 24:15 Focus on Dividends Not Price 25:47 Dividends And Total Return 26:22 Safety Nets And Inflation 27:31 Bear Markets And Labels 28:57 Recession Versus Bear 29:37 Markets Versus Economy 30:40 Why Cash Reserves Matter 32:51 Leverage And Forced Selling 34:24 Liquidity And Buyer Shortages 35:24 Life Transitions And Risk 37:00 Advisor Psychology And Coaching 40:38 Guides Expand Risk Tolerance 41:42 Portfolio Rules Of Thumb 43:38 Volatility Price Of Returns 45:32 Time Horizon Is The Edge 46:35 Wrap Up And Disclosures Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

In this episode of Two and a Half Gamers, we break down over 120 AI-powered creatives and uncover what's actually working in 2026.From Golden Goblins physics hooks to Last Asylum's 70% AI-assisted pipeline, the scale is insane — with some games launching thousands of creatives and iterating faster than ever.We dive into:

We break down the latest creative trends shaping mobile game marketing in 2026.And honestly… things are getting weird.We cover:

As the conflict in the Iran continues, it only adds to other major market hurdles to come in 2026. History would suggest the biggest market drop is still looming and, it's worth remembering, many new high-flying funds are too young to have witnessed any major test at all.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets rarely offer clarity when it matters most. In this episode, together with Katy Kaminski and Harry Moore, we reflect on a first quarter defined by sharp reversals, energy shocks, and rising dispersion across strategies. They explain how trend following adapted as leadership flipped across asset classes, and why results varied more than many expected. The conversation moves beyond performance to examine portfolio construction, from market selection and speed to the growing relevance of portable alpha. Along the way, they revisit periods of drawdown, investor behavior, and the role of liquidity in crisis environments, offering a grounded perspective on how systematic strategies respond when conditions change quickly.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Katy on LinkedIn.Follow Harry on LinkedIn.Episode TimeStamps:00:00 - Introduction and episode framing01:38 - Market backdrop and Q1 volatility07:29 - Trend following performance through Q109:36 - Diversification vs equities and bonds11:21 - Dispersion across managers explained14:32 - Trend vs non trend strategies18:40 - A month that tested every component of trend21:17 - Optimal market mix and research insights30:00 - Macro factors and what trend captures35:57 - Portable alpha and cash efficiency42:23 - Risks in portable alpha construction49:04 - Drawdowns and investor behavior53:37 - Why trend recovers after shocks01:00:51 - Measuring alpha in macro strategies01:06:51 - Geopolitics and future opportunitiesCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(05:23) Exploring Alternative Asset Managers(15:26) Nike's Earnings (21:08) Bill Ackman's Controversial Strategies(39:06) Nicotine Pouches and Market Competition(40:59) Universal Music Group: Valuation and Future Prospects(44:03) Tesla's Production and Delivery Challenges(48:57) Asian Market Investments and ETF Strategies(52:00) SpaceX IPO and Market Implications(57:13) NASDAQ Changes and Retail Investor Impact**********************************Subscribe to Emerging Moats Research: emergingmoats.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. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************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.

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 hereAre market drawdowns making you question your retirement plan—or tempting you to panic when your portfolio drops?When markets pull back, it is easy to feel like everything is suddenly at risk—especially if retirement is getting closer or you are finally starting to build real momentum with your money. This episode digs into the emotional side of investing during uncertain times and shows why drawdowns feel very different depending on your timeline, income needs, and overall strategy. Whether you are a business owner, a salaried employee, or someone trying to make smarter wealth decisions, this conversation helps you think more clearly when volatility hits.In this episode, you'll hear how to:understand the real “cost of admission” that comes with investing in growth assets like index fundstell the difference between risk tolerance and risk capacity so your plan actually matches your stage of lifecreate simple rules and strategies for handling market pullbacks without making emotional decisions you regretPress play now to learn how to stay calm, stay strategic, and make better financial decisions when the market gets shaky.

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(03:06) Luxury Stocks: Analyzing the Drawdown(12:31) Fundrise Innovation Fund: A New Venture in Private Tech(30:16) Grab's Expansion into Taiwan: Strategic Acquisition(42:28) Autonomous Vehicles and Delivery Efficiency(50:07) Small Cap Spotlight: Loar Holdings(55:16) Meta's New Legal Challenges*****************************************************Subscribe to Emerging Moats Research: emergingmoats.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 2026 annual TORCH fundraiser is happening right now at giveTORCH.org. Every donation is doubled at giveTORCH.org. Every donation is matched at giveTORCH.org Please support TORCH and the Parsha Podcast with a generous contribution right now at giveTORCH.org. Give what you can give at giveTORCH.org and ensure that the Parsha Podcast and the other great […]

The 2026 annual TORCH fundraiser is happening right now at giveTORCH.org.Every donation is doubled at giveTORCH.org.Every donation is matched at giveTORCH.orgPlease support TORCH and the Parsha Podcast with a generous contribution right now at giveTORCH.org. Give what you can give at giveTORCH.org and ensure that the Parsha Podcast and the other great work of TORCH continues in 2026.– – – – – – – – – – – – – – – – – – – – – –The concept of sacrifices is quite foreign to us. It's been nearly 2,000 years since our nation merited to bring a sacrifice in God's Temple. We hope and pray and yearn for the rebuilding of the temple and the resumption of sacrifices. But as of today, sacrifices are hard for us to appreciate. The Torah spends a lot of time on sacrifices. Adam brought a sacrifice. Cain and Abel brought sacrifices. Noah, after departing the ark, Noah brought a sacrifice. Abraham brought sacrifices. Jethro brought sacrifices. The pastel lamb is a sort of sacrifice. And the entirety of our Parsha relates to sacrifice us. What could be the the deeper meaning behind these rituals? In this very interesting podcast, we share a profound and insightful idea that won't forever reshape how we understand sacrifices but truthfully how we understand the mechanism of divine interaction with our world.– – – – – – – – – – – – – – – – – – – – – –DONATE: Please consider supporting the podcasts by making a donation to help fund our Jewish outreach and educational efforts at https://www.torchweb.org/support.php. Thank you!– – – – – – – – – – – – – – – – – – – – – –NEW TORCH Mailing Address POBox:TORCHPO BOX 310246HOUSTON, TX 77231-0246– – – – – – – – – – – – – – – – – – – – – –Email me with questions, comments, and feedback: rabbiwolbe@gmail.com– – – – – – – – – – – – – – – – – – – – – –SUBSCRIBE to my Newsletterrabbiwolbe.com/newsletter– – – – – – – – – – – – – – – – – – – – – –SUBSCRIBE to Rabbi Yaakov Wolbe's PodcastsThe Parsha PodcastThe Jewish History PodcastThe Mitzvah Podcast This Jewish LifeThe Ethics PodcastTORAH 101 ★ Support this podcast ★

Carbon is life, not the enemy. And in this wide-ranging conversation with the legend that is Paul Hawken, we get into all of it. Paul is an activist, entrepreneur with Project Drawdown and Project Regeneration and prolific writer who started a natural food brand back in the 1970s. We trace his journey through writing Drawdown, Regeneration, and Carbon: The Book of Life and why people loved Drawdown so much even though that was never really the point. Regeneration got closer to the core. And Carbon is chuck-full of nuggets of wisdom about the magical, magnificent role carbon plays in our lives. Yes, there's too much of it in the atmosphere, but there are also many places it can go, quickly and safely.We talk about his work with large food companies, and the pure joy of bringing top executives to real regenerative farms and watching the lightbulbs go off, followed immediately by the panic of realising just how far their current supply chains are from anything like that. We get into food as medicine, and how furious Paul was with the healthcare and food system after he cured his lifelong asthma at 18 simply by changing what he ate. He had never taken a full breath of air until that moment. And we talk about his genuine excitement about the new generation of scientists coming up.One advice: just go outside for as long as possible, and listen to this episode somewhere beautiful and alive.More about this episode.==========================In Investing in Regenerative Agriculture and Food podcast show we talk to the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return. Hosted by Koen van Seijen.==========================

A series of “extraordinary” events has made the environment more challenging for growth stocks. But “this level of trepidation can't go on forever”, says Baillie Gifford partner Stuart Dunbar in this latest episode, suggesting that patient investors will benefit when stability returns and the markets value exceptional companies at a premium again. Stuart Dunbar is a director in Baillie Gifford's Clients Department and is responsible for helping shape and communicate the firm's investment philosophy.In this conversation, he considers how a succession of disruptive events – the most recent being the current war in the Middle East – has rattled markets and led investors to focus on companies' short-term profits rather than their long-term potential.However, this period of flux will not last forever, he argues. And when we re-enter a period of stability, patience should be rewarded as markets recognise exceptional companies' future earnings potential and price them accordingly. In the meantime, Baillie Gifford's investment teams remain focused on finding and supporting businesses that will prosper from change and supporting their management to take the long view. And as Dunbar reveals, as the sources of growth broaden out, we are backing some companies that come as a surprise.  Portfolio companies discussed include:Astera Labs – the semiconductor chip designer, whose products tackle data bottlenecks in AI datacentresIREN – the datacentre operator whose clients include MicrosoftMedpace – a contract research organisation that biotech and pharmaceutical companies hire to run their clinical trialsNu Holdings – owner of the Latin American fintech NubankSpotify – the audio streaming platform that lets people listen to music, podcasts and audiobooksWillScot – North America's largest provider of temporary space rentals, leasing out modular offices, portable storage containers and classroom units  Resources:Actual investors hubActual investing revisitedBaillie Gifford podcastsPrivate growth investingThe Compound and Friends podcastThe Success Equation Companies mentioned include:AJ BellAmazonAnthropicAstera LabsByteDanceIRENMedpaceMicrosoftNu HoldingsNVIDIASpotifyWillScot Timecodes:00:00  Introduction02:00  Active v passive03:35  “Know what we own”06:15  Building relationships with company leaders07:55  Causes and effects of uncertainty11:05  Beyond the Magnificent 712:45  A period of relative stability17:50  Compressed valuations19:25  Nubank and Medpace's promise23:10  Meetings with clients25:40  Broader sources of growth28:15  Private equity growth31:25  Better-informed stock picking33:25  Staying independent and standalone35:45  “Wait until the market comes to its senses”37:10  Book choiceGlossary of terms (in order of mention):  Latent heat: energy absorbed or released during a change of state, like ice melting, without a change in temperature.Active investing: trying to beat the market by choosing investments based on research and judgement.Passive funds: investment funds that track a market index rather than picking stocks actively.Quantitative approaches: investment methods that use data, models and statistics to make decisions.Market capitalisation weights: an index method that gives bigger companies a larger influence based on their total market value.Alignment of incentives: making sure different parties are rewarded in ways that encourage the same goals.Drawdowns: significant falls in the value of an investment from a previous peak.R&D: research and development – spending on innovation and new products or technologies.Backdate options: setting share-option dates retrospectively to make them more valuable, often controversially.Shareholder registers: the official records of who owns a company's shares.Benchmark: a standard, often an index, used to compare investment performance.Magnificent 7 / Mag 7: the seven giant US tech stocks that have dominated market performance in recent years.GPU: graphics processing unit – a specialised chip often used for AI computing because it handles parallel tasks well.Sub-market multiple: a valuation lower than the market average.Strategic asset allocation: deciding how much to invest in broad asset classes like shares, bonds or private markets.Benchmark-aware: closely focused on performance relative to a benchmark index.Venture capital: investment in early-stage, high-growth private companies.Private equity buyout funds: funds that buy controlling stakes in companies, often using debt.Private equity growth: investing in more mature private companies that are expanding but not yet public.Roadshow: presentations by company leaders to investors ahead of an IPO or fundraising.Alternative asset classes: investments outside traditional shares and bonds, such as private equity or infrastructure.Path dependency: the idea that outcomes are shaped by the sequence of earlier decisions and events.  

When Dave Mabe backtested his strategy, it outperformed his own discretionary trading — and changed how he approached everything. In this episode, we discuss gapping breakouts, expectancy, systematic trading, drawdowns, and the reality gap between backtests and live execution. A practical conversation for traders serious about building durable edge. In this episode, we explore: ·        How Dave got introduced to markets: From early exposure to investing through his family to actively seeking more control over his capital and moving from swing trading into day trading. ·        Why rules matter: The transition from discretionary decisions to systematic frameworks — and why trading without a process is a fast path to inconsistency. ·        Backtesting as a “superpower”: What backtesting really does for strategy development and confidence in your edge. ·        Reconciling backtests with real life: Practical realities of execution, slippage, and market structure — and how to build a feedback loop so your live results get closer to your imulations. ·        Drawdowns and mindset: How to handle periods where a strategy doesn't behave as expected, and why many traders quit in drawdowns rather than at all-time highs. ·        Scaling a trading business: The difference between scaling size versus scaling breadth — and why uncorrelated strategies matter. ·        Practical first step for systematic traders: How to start adding structure to your trading with backtesting, even if you're not a programmer.   About the guest:   Dave has been a professional trader and technologist for over two decades. As a former CTO of Trade-Ideas, he has unique experience at the intersection of algorithm design, real-time market data, and automated execution. Outside trading, he writes a popular daily newsletter on backtesting and systematic strategy development, and hosts the Line Your Own Pockets podcast focused on systematic approaches to markets. Links + Resources: · Link to Better Backtesting —Dave's free multi-day email course on building strategies and improving them over time. · Trade-Ideas, Amibroker, RealTest — examples of backtesting and strategy development platforms discussed in context.   Sponsor of Chat With Traders Podcast:  Trade The Pool:  http://www.tradethepool.com Time Stamps: Please note: Exact times will vary depending on current ads. 00:00 Intro and Background 08:29 Stock Selection and Systematic Trading Rules 11:32   Position Sizing, Expectancy and Risk Management 16:50   Discovering Backtesting and First Backtests 18:40   Backtesting Principles, Sample Size and Common Pitfalls 20:34   Gradual Automation and Live Trading Implementation 22:17   Trading Journal and Reconciling Backtest vs Live 27:27   Scaling through Automation: More Trades, Better Results 29:26   Drawdowns, Psychology and Handling Setbacks 34:14   Tools, AI and Software for Backtesting and Coding 39:56   Common Trading Myths Debunked (Partials, Stops) 48:01   Getting Started: Practical Steps, Resources and Closing   Trading Disclaimer:   Trading in the financial markets involves a risk of loss. Podcast episodes and other content produced by Chat With Traders are for informational or educational purposes only and do not constitute trading or investment recommendations or advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Kline is the COO & Co-Founder of Bitcoin IRA. In this conversation, we discuss how wealthy investors use retirement accounts to reduce taxes, why volatility can create opportunities like Roth conversions, and the mistakes people make by holding assets in the wrong account. We also cover bitcoin in retirement portfolios, estate planning strategies, and how macro conditions like inflation, deflation, and Fed policy may impact long-term asset allocation.========================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp========================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/========================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.========================0:00 - Intro1:55 – How to use the tax code to get in better position2:51 – How 401(k)s replaced pensions (why it mattered) 6:20 – Tax advantages of non-W2 income & retirement accounts 9:08 – Long-term asset allocation & bitcoin in retirement 13:12 – Using Roth conversions during bitcoin drawdowns 21:10 – How taxes create massive long-term performance drag 22:39 – Borrowing against bitcoin instead of selling 28:29 – Inflation, deflation, & why government data lags reality 33:15 – What macro headwinds mean for assets and portfolios 36:38 – Bitcoin IRA tools, incentives, & next steps

Daniel Mahncke and Shawn O'Malley take a deep dive into Constellation Software — the popular Canadian compounder that has turned buying “boring” vertical market software into one of the most effective capital-allocation machines in public markets. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:03:33 - How Mark Leonard founded Constellation 00:08:43 - What principles drive Mark Leonard 00:15:23 - What Constellation looks for in acquisition targets 00:19:20 - About the metrics that matter to Constellation 00:21:15 - How Constellation is structured and incentivized 00:46:26 - Whether AI is a threat or chance 01:04:50 - Why Constellation considers investing outside of VMS 01:08:50 - Whether Shawn and Daniel add Constellation to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track ⁠The Intrinsic Value Portfolio⁠. Shawn & Daniel use ⁠Fiscal.ai⁠ for every company they research — use their ⁠referral link⁠ to get started with a 15% discount! WSB episode on Constellation Software. Synopsis Podcast on Constellation Software. Business Breakdown Podcast on Constellation Software. Mark Leonard Shareholder Letters. Saber Capital: How to Think about ROIC. Check out our previous Intrinsic Value breakdowns: ⁠Transdigm⁠, ⁠Salesforce⁠, ⁠Berkshire Hathaway⁠, ⁠FICO⁠, ⁠PayPal,⁠ ⁠Uber⁠, ⁠Nike⁠, ⁠Amazon⁠, ⁠Airbnb⁠, ⁠Alphabet⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

White House Border Czar Tom Homan says 700 federal agents will be leaving Minnesota after months of aggressive immigration enforcement, protests, and the killing of two U.S. citizens by federal agents.A new NPR/PBS/Marist poll finds most Americans now say ICE has gone too far, as the Trump administration shifts its tone on immigration enforcement.And the last remaining nuclear arms control treaty between the United States and Russia, the New START Treaty, is set to expire, raising new fears about unconstrained nuclear competition.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Eric Westervelt, Dana Farrington, Robbie Griffiths, Mohamad ElBardicy, and Alice Woelfle.It was produced by Ziad Buchh and Nia DumasOur Director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Carleigh Strange.Our deputy Executive Producer is Kelley Dickens.(0:00) Introduction(01:58) Partial Drawdown in Minnesota(05:36) NPR Poll: Trump and ICE(09:18) Nuclear Treaty ExpiresLearn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

The search for missing 84-year-old Nancy Guthrie enters day five as Savannah Guthrie makes a direct plea to the abductor. Border Czar Tom Homan announces an immediate drawdown of 700 federal personnel in Minneapolis, citing increased local cooperation with immigration enforcement. Two major U.S. medical organizations reverse course and say permanent gender-transition surgeries for minors should be delayed until adulthood, citing insufficient evidence and potential harms. Attempted Trump assassin Ryan Routh is sentenced to life in prison, with his attorney immediately signaling plans to appeal.  Done with Debt: https://www.DoneWithDebt.com & tell them Megyn Kelly sent you! All Family Pharmacy: Order now at https://allfamilypharmacy.com/MEGYN and save 10% with code MEGYN10 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The news to know for Thursday, February 5, 2026! We'll tell you why the federal government is pulling hundreds of agents out of Minnesota and what local leaders want to see next. Also, the Supreme Court just weighed in on a case that could reshape the midterms—we'll explain. And: "Today Show" anchor Savannah Guthrie is pleading with whoever may be holding her missing mother. Plus: possible new and controversial plans for a White House statue, which celebrities have already been spotted in Super Bowl commercials, and the Winter Olympics action has already begun—even before the opening ceremony. Those stories and even more news to know in about 10 minutes!    Join us every Mon-Fri for more daily news roundups!  See sources: https://www.theNewsWorthy.com/shownotes Become an INSIDER to get AD-FREE episodes here: https://www.theNewsWorthy.com/insider Get The NewsWorthy MERCH here: https://thenewsworthy.dashery.com/ Sponsors: Wildgrain is offering our listeners $30 off your first box - PLUS free Croissants for life - when you go to Wildgrain.com/NEWSWORTHY to start your subscription today. Refresh your wardrobe with Quince. Go to Quince.com/newsworthy for free shipping on your order and 365-day returns. To advertise on our podcast, please reach out to ad-sales@libsyn.com

Border czar Tom Homan says 700 immigration officers are leaving Minnesota, and those that remain will get body cameras, while Congress gives itself mere days to negotiate a funding bill with ICE reforms. Plus, the government publishes three million pages of Epstein files, with victim details inadvertently left unredacted. Learn more about your ad choices. Visit megaphone.fm/adchoices

If you ever wondered if the people - We The People - can make a difference, can have an impact, can do anything to effectively fight against a runaway lawless president, executive branch, and a plainly out-of-control ICE agency, over the past few days we got the answer loud and clear: you're DAMN RIGHT We The People can make a difference!From horribly unfit law-enforcement officer Greg Bovino being ousted from his position, to a judge issuing a crushing opinion regarding ICE operations, to Tom "Bagman" Homan announcing a possible ICE drawdown in Minneapolis, the people absolutely have the power.Find Glenn on Substack: glennkirschner.substack.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

January 29, 2026; 8pm: Tonight, will the backlash to Trump's toxic policy be enough to stop it in Minnesota and beyond? Then, the fight to stop Stephen Miller and ICE in Congress. Plus, Maryland Gov. Wes Moore on his pushback to Trump's attack on democracy. And what on Earth is happening in Fulton County, Georgia? Want more of Chris? Download and follow his podcast, “Why Is This Happening? The Chris Hayes podcast” wherever you get your podcasts.To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.