Podcasts about drawdowns

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Most traders think success is all about being right on the very next move. Call the top, call the bottom, nail the perfect entry. But this video flips that whole idea on its head in the best way possible. What really separates profitable traders from frustrated ones is not prediction. It is having a real edge, trusting the math, and sticking with the plan when things feel uncomfortable.This breakdown walks through why judging yourself or anyone else based on one trade, five trades, or even ten trades is a massive mistake. A single win does not make you a genius. A single loss does not make you a failure. Trading does not work that way in real life. What matters is how your results stack up over hundreds and thousands of trades using a proven strategy.You will see exactly what a true mathematical edge looks like in action. A system with a realistic win rate around 55 percent might not sound exciting on the surface. But when that edge is applied consistently, with clean risk control and zero guesswork, the long-term results can be powerful. The uncomfortable truth is that even great systems still go through painful drawdowns, flat periods, and strings of losses. That is not broken trading. That is normal trading.Halfway through the video, the message becomes impossible to ignore:✅ One trade is noise, not proof✅ Even profitable traders hit long losing streaks✅ Small edges compounded over time create big results✅ Drawdowns are part of the process, not a failure✅ Discipline matters more than being right todayThere is also a real look at how different plans perform over time. From active strategies to cash-based approaches to retired systems, you see how returns actually behave in the real world. Some years are great. Some years are slow. Some years are frustrating. But over time, the systems with positive expectancy do what the math says they should. They grow.The most important lesson here is psychological. Most traders quit right before the edge can even show up. Two losses turn into doubt. Doubt turns into abandoning the system. Abandoning the system wipes out any chance of long-term success. This video shows why patience is not optional if you want to win consistently.There is also a big reminder that you do not trade for the internet. You trade for yourself. You do not need to prove anything with one lucky win or spiral after one bad loss. The real power comes from staying locked in on the long game, trusting tested data, and executing without emotion.If you have ever questioned a good strategy too early, felt shaken by a drawdown, or wondered whether your edge actually works, this video will snap your perspective back into place. Profitable trading is a marathon, not a highlight reel. Once that really sinks in, everything changes.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

https://tradingnut.com/trader-nick/ - Nick's Links

Ball X-Pit is one of the most creative roguelite hits on Steam - a blend of Arkanoid, Vampire Survivors, and base-building meta that delivers insane depth. In this episode, we dive into the full gameplay loop, the fission/fusion/evolution system, the “two games in one” base mechanic, and why this could be a massive mobile hit if executed properly.What you'll learn• How Ball X-Pit sold 367k units & $4.4M in under a week• Why its roguelite mechanics go deeper than Balatro/MegaBong• How fission → evolution → fusion creates multi-layer combos• The innovative base-building/harvesting system• Why it's trending on Steam, TikTok, Reddit, and Twitch• Why this will definitely come to mobile• Why Devolver publishing matters for reach & discoveryKey takeawayBall X-Pit proves that roguelites can still innovate - especially when they merge physics, skill, and deep buildcraft with a completely new meta layer.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — What is Ball X-Pit & why it's trending04:20 — Roguelite design: fission, fusion, evolution mechanics10:56 — Combat depth: balls, builds, synergies, boss fights17:56 — The base-building metagame (the real innovation)26:50 — Why this could work on mobile + final thoughts---------------------------------------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

In vorherigen Videos haben wir eine direktionale Aktienstrategie vorgestellt, mit der sehr hohe Renditen möglich sind. Dazu haben uns einige Nachfragen erreicht, die wir in dieser Folge beantworten möchten. Aber eines vorweg: Die RSL-Strategie funktioniert und wir handeln sie selbst. Überzeugt euch selbst!Powered by CapTrader  Erwähnte Videos:• +40% YTD mit dieser einfachen Aktienstrategie!• +40% YTD – kein Hexenwerk, nur Strategie! Eure FragenMehr zum Thema professioneller Optionshandel:  • ⁠Homepage⁠ • ⁠Der Optionsbrief • ⁠Kostenloser Newsletter⁠ • ⁠Unsere kostenfreie E-Books⁠ • ⁠Instagram⁠ • ⁠Twitter⁠  Unsere Tools  • ⁠ Unser Chartanalyse Tool TradingView⁠ * ($15 Guthaben)   • ⁠ Zum Backtesting unserer Optionsstrategien verwenden wir OptionOmega⁠ * (50% Rabatt!)   • ⁠ Fastgraphs zur fundamentale Analyse unserer Aktieninvestments⁠ *   • ⁠ Optionstrat zur Visualisierung und Analyse unserer Optionsstrategien⁠ *   * Affiliate-Links. Wir erhalten eine kleine Provision, wenn du dich über diesen Link anmeldest.     Alexander Eichhorn und Maximilian Bothe sind erfahrene Optionshändler und Trainer & Coaches bei Eichhorn Coaching. In Seminaren und in Einzelcoachings lehren sie den erfolgreichen Optionshandel von den Grundlagen bis hin zum professionellen Handel von Future-Optionen. Trade-Ideen, Hintergrundinformationen und ihre Echtgeld-Performance veröffentlichen sie regelmäßig in Blogbeiträgen, Live-Webinaren und im Eichhorn Coaching Newsletter. Risikohinweis: Dieser Podcast dient nur der Information und stellt keine Aufforderung zum Kauf oder Verkauf der eventuell erwähnten Wertpapiere dar. Der Handel mit börsennotierten Wertpapieren kann zum Teil erheblichen Kursschwankungen unterliegen, die zu erheblichen Verlusten bis hin zum Totalverlust führen können. Bei jeder Anlageentscheidung, die Sie aufgrund von Informationen, welche aus Inhalten dieses Podcast hervorgehen, treffen, handeln Sie immer eigenverantwortlich, auf eigene Gefahr und eigenes Risiko. Die in diesem Podcast zur Verfügung gestellten Inhalte, wie z.B. Handelssignale und Analysen, beruhen auf sorgfältiger Recherche, welchen Quellen Dritter zugrunde liegen. Diese Quellen werden von Eichhorn Coaching als vertrauenswürdig und zuverlässig erachtet. Eichhorn Coaching übernimmt gleichwohl keinerlei Gewährleistung für die Aktualität, Richtigkeit oder Vollständigkeit der Inhalte und haftet nicht für materielle und/oder immaterielle Schäden, die durch die Nutzung oder Nichtnutzung der Inhalte oder durch die Nutzung fehlerhafter und unvollständiger Inhalte verursacht wurden.    #Optionen #Aktienoptionen #Optionenhandeln #Optionshandel #Optionshändler #Optionsstrategien #Futures #Indexoptionen #Optionstrading #Options #Börse #Geld #Finanzen #Handel #Investor #Investment #Trader #Trading #Aktien #ETF #ETFs #VIX #Vola #Volatilität #Margin #Margincall #Tradingsteuer #Vermögenssteuer #Dividenden #Dividendenaktien #Rohstoffoptionen #0DTE #Wheel #Cashflow #Wheelstrategie #Cashsecuredput #gedeckteoptionen #Verlustverrechnungsbegrenzung #Tradingsteuer #0DTE   Kapitel 00:00 Begrüßung 03:27 RSL- Strategie erklärt 13:25 Funktioniert das auch auf den DAX? 14:17 Kein Stop bei der RSL-Strategie? 14:54 Absicherung mit Optionen? Ausstieg mit Covered Call? 16:10 Achtet ihr auf Earnings? 16:50 Warum handelt ihr 5 Aktien und nicht 10? 17:43 Wie hoch war der maximale Drawdown? 18:30 Warum nicht mit dem gesamten Depot handeln? 19:42 Verabschiedung 

In this classic April 2021 conversation, Independent Americans host Paul Rieckhoff sits down with actor Jon Bernthal for a raw, unfiltered look at America at a breaking point—through the eyes of a storyteller who has spent years playing warriors, cops and complicated men on the edge. They dig into service, violence, fatherhood, justice and what it really means to “have someone's back” when the cameras are off and the country is in crisis.​ Bernthal and Rieckhoff get real about the distance between Hollywood's image of war and the lived experience of veterans and military families, and why listening to people who have carried the weight is more urgent than ever. They talk about policing, accountability and communities that feel both over‑policed and abandoned—and how to hold two hard truths at once without hiding behind a party jersey.​ This episode is independent, unapologetically patriotic and fully bullshit‑free—two dads, both committed to service, wrestling with what we owe our kids, our neighbors and our country in the middle of a pandemic, political extremism and cultural chaos. If you are tired of hot takes and partisan spin, this is a powerful, human conversation you will feel long after it ends. Because every episode of Independent Americans with Paul Rieckhoff breaks down the most important news stories--and offers light to contrast the heat of other politics and news shows. It's independent content for independent Americans. In these trying times especially, Independent Americans is your trusted place for independent news, politics, inspiration and hope. The podcast that helps you stay ahead of the curve--and stay vigilant. -WATCH video of this episode on YouTube now. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power.  -Check the hashtag #LookForTheHelpers. And share yours.  -Find us on social media or www.IndependentAmericans.us.  -And get cool IA and Righteous hats, t-shirts and other merch now in time for the holidays.  -Check out other Righteous podcasts like The Firefighters Podcast with Rob Serra, Uncle Montel - The OG of Weed and B Dorm.  Independent Americans is powered by veteran-owned and led Righteous Media. Spotify • Apple Podcasts • Amazon Podcasts  Ways to watch: YouTube • Instagram  X/Twitter • BlueSky • Facebook  Ways to listen:Social channels: Learn more about your ad choices. Visit megaphone.fm/adchoices

West Game 2 is the first real King Shot clone built by a Chinese 4X team acquired by Tripledot, layered on top of Frozen City / Whiteout Survival onboarding, and wrapped in Western cowboy aesthetics.In this breakdown, we dive into:• Full onboarding → Lucky Luke opener → King Shot 1:1 copy• Frozen City mechanics, chapter quests, invasion timers• Why 4X innovation happens only in onboarding, not the core• Webshops & D2C: now up to 50% of revenue for some studios• The creative madness: Red Dead cinematics, Idle Lumber, Goblins, Save the Dog, Lens of Jail, ASMR mining, drama Playrix, Sims life-sims, TikTok memes• Why running 1000 creatives in 30 days is “normal” now• And how they cloned King Shot's onboarding in under 7 monthsKey takeawayWest Game 2 is proof: onboarding = everything. Whoever controls the first 10 minutes controls CPI… and 4X revenue.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — Why West Game 2 Matters: The First Real King Shot Clone04:20 — Onboarding Breakdown: Lucky Luke → King Shot → Frozen City Mix10:45 — The Chinese Production Engine: 1000 Creatives in 30 Days18:00 — Creative Chaos: Red Dead Cinematics, Goblins, Idle ASMR & More23:30 — The New 4X Meta: Onboarding beats Gameplay + Webshops Rising---------------------------------------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

In this Australian Retirement Podcast episode, your hosts Drew Meredith from Wattle Partners and James O'Reilly from Northeast Wealth tackle a diverse range of retirement topics that matter right now. They kick off with market optimism - CBA is floating around $168, and the hosts ask the provocative question: What if everything goes right? What if Middle East tensions ease, Russia-Ukraine resolves, China stabilizes, and tariff wars end? They also discuss the potential impacts of Australian government policy changes on housing, negative gearing, superannuation, and land tax. The Boomer Briefing covers a crucial development: the ATO is ramping up its use of anti-avoidance laws to target professionals like lawyers, accountants, doctors, and tradies who are using family trusts to redirect income to spouses and children to minimize tax. With AI tools like ChatGPT potentially automating these strategies, the scrutiny is only increasing. Topics Covered Today: - Road tripping to Gippsland and Daylesford - The optimism scenario: What if everything goes right? - ATO crackdown on family trust tax avoidance - AI revolution - What happens when ChatGPT automates tax strategies? - What's happening with AI investments globally - should retirees be invested? Rask Resources All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Bitcoin Crashes 30%: What Sparked the Drawdown? MSCI Considers Excluding Bitcoin Treasuries From Indices; Strategy's Michael Saylor Responds Is Quantum a Threat to Bitcoin? JPMorgan Chase Accused of Enabling Epstein's Sex-Trafficking Ring Rep. Davidson Introduces New Bitcoin Bill OCC Gives Banks the Green Light to Hold Bitcoin BIS Moves to Ease Harsh Crypto Rules Pubkey D.C. Opens and Welcomes Treasury Secretary Scott Bessent ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Order Natalie's new book "Bitcoin is For Everyone," available now! https://harriman-house.com/authors/natalie-brunell/bitcoin-is-for-everyone/9781804091135  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  ---- References mentioned in the episode: Bitwise's Table of Bull Market Corrections  $2 Billion More in Leveraged Liquidations  Bitcoin Drawdowns From All-Time Highs Bitcoin: Worst Month Since Crypto Winter Jan van Eck's Comments on CNBC Ray Dalio Comments on CNBC Nic Carter's Paper on Quantum Lyn Alden's Monetary Matters Interview Jamie Dimon's Critique of Bitcoin Senator Wyden's Epstein Memorandum Ron Wyden's Thread on Epstein Scandal JPMorgan Research on MSCI Exclusion Michael Saylor's MSCI Index Response OCC Confirms Banks Can Hold Bitcoin  MSCI Announcement on MSTR Exclusion FT: Global Crypto Rules Need Reworking Bitwise CIO on Banking Rule Changes  The Bitcoin for America Act Gets Introduced Scott Bessent Seen at Pubkey Grand Opening ---- Upcoming Events: Bitcoin MENA and Bitcoin 2026 will be here before you know it. Get 10% off your passes using the code HODL: https://b.tc/conference ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

This is the ultimate AI creative breakdown: 112 creatives in 36 minutes.Jakub, Matej, and Felix review the best (and worst) AI-generated ads across rise of castles clones, tasty travels madness, fluffy animals, Pixar-style mutations, fake physics, and high-production AI cinematics that now rival outsourcing studios.AI is no longer “experimental.”It is the creative pipeline.What you'll learn• How to spot AI in 2025 (lighting errors, physics breaks, muscle glitches)• The new top AI hooks (animals, food, POV inward movement, waifus, chaos)• The rise of “high-production AI” replacing studio cinematics• Why Rise of Castles, Golden Goblins, Tasty Travels, and Whiteout Survival dominate AI usage• How top teams use loras, inpainting, upscaling & 20-step workflows• The new East–West gap in creative production• Why by end of 2026, 50% of ads will be AI-driven• And the moment Candy Crush uses AI bear attacks

Unpacking the crypto market drawdown with Hyperion Decimus Co-Founder Chris Sullivan. In today's Markets Outlook, Hyperion Decimus Co-Founder Chris Sullivan joins CoinDesk's Andy Baehr to discuss the current crypto market drawdown, explaining why this period of "seller exhaustion" is the best time to accumulate hard assets. Plus, they dive into how trend-following strategies and derivatives skew prove the asset class is maturing and setting the stage for a vicious V-shaped recovery. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Need liquidity without selling your crypto? Take out a ⁠⁠⁠Figure Crypto-Backed Loan⁠⁠⁠, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! ⁠⁠⁠https://figuremarkets.co/coindesk⁠⁠⁠ - Genius Group has partnered with CoinDesk for Bitcoin Treasury Month, launching the Genius x CoinDesk Quest. Participants can join the Bitcoin Academy, complete free microcourses from experts like Natalie Brunell and Saifedean Ammous, and enter to win 1,000,000 GEMs (worth 1 BTC) promoting bitcoin education and adoption.Learn more at:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠geniusgroup.ai/coindesk-bitcoin-treasury-month/⁠⁠⁠⁠⁠⁠⁠⁠⁠ - This episode was hosted by Andy Baehr.

Unpacking the crypto market drawdown with Hyperion Decimus Co-Founder Chris Sullivan. In today's Markets Outlook, Hyperion Decimus Co-Founder Chris Sullivan joins CoinDesk's Andy Baehr to discuss the current crypto market drawdown, explaining why this period of "seller exhaustion" is the best time to accumulate hard assets. Plus, they dive into how trend-following strategies and derivatives skew prove the asset class is maturing and setting the stage for a vicious V-shaped recovery. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠midnight.network/break-free⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Need liquidity without selling your crypto? Take out a ⁠⁠⁠Figure Crypto-Backed Loan⁠⁠⁠, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! ⁠⁠⁠https://figuremarkets.co/coindesk⁠⁠⁠ - Genius Group has partnered with CoinDesk for Bitcoin Treasury Month, launching the Genius x CoinDesk Quest. Participants can join the Bitcoin Academy, complete free microcourses from experts like Natalie Brunell and Saifedean Ammous, and enter to win 1,000,000 GEMs (worth 1 BTC) promoting bitcoin education and adoption.Learn more at:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠geniusgroup.ai/coindesk-bitcoin-treasury-month/⁠⁠⁠⁠⁠⁠⁠⁠⁠ - This episode was hosted by Andy Baehr.

Level Devil (solo dev) proves that level design is a UA channel. The game's “troll but fair” traps create clips that people have to share, fueling TikTok/YouTube reach with essentially zero paid spend. Monetization is light: interstitials triggered by deaths on a cooldown, occasional rewarded skip, one ad network (Unity), no mediation. We est.: $5–7K/day; with mediation + a couple of safe placements, $11–14K/day looks realistic.What we cover• How the level-design craft creates infinite hooks (rage → laughs → shares)• The actual ad logic (death-based interstitials; rewarded skip after streak)• Why copycats fail (it's the hours-per-trap polish, not the theme)• Monetization gaps (no mediation; limited placements) and easy wins• Viral geos & creator angles (Brazil/ES longform shout-casts = IPM rocket fuel)When the product manufactures shareable moments, you don't need paid UA to grow - just enough monetization hygiene (mediation + safe placements) to convert all that free attention.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipg00:00 — Cold open: product-led growth in a troll platformer01:20 — The solo-dev story and why it resonates03:10 — Virality loop: die → laugh → share → install06:15 — Core monetization today: death-based interstitials + rewarded skip09:40 — What's missing: no mediation, limited placements12:05 — Safe add-ons: menu banner, app-open, regional “remove banners” IAP15:10 — Creator/geography angles (why BR/ES clips pop)18:30 — Retention pattern and how level craft sustains it22:10 — Why copycats fail: the craft, not the theme34:00 — Wrap-up: ops to turn virality into $$$---------------------------------------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

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/WAYT Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. See terms and conditions of Public's ACATS & IRA Match Program. Matched funds must remain in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 9/26/25. APY is variable and subject to change. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This month's creative trends episode exposes the real state of mobile UA:We've officially entered the Era of Creative Theft 2.0 - not “heavily inspired,” but direct 1:1 stolen ads, chopped end cards, mirrored clips, watermarks still visible… and nobody cares because they convert 4-5× better.Three mega-trends emerge:1) The “Stolen but Performing” Era• Social casino, idle, 4X… everyone is lifting creatives from other genres.• Teams aren't even recreating the concept - they're copying the whole video, trimming it, mirroring it, or leaving the watermark.• Networks don't police it, platforms don't care, and small studios can't compete with the CPI gap.2) The Golden Age of ASMR / Wood / Cleaning Satisfiers• The “Idle Lumber” effect: anything with chopping, slicing, scrubbing, wood, logs, dust → crushing low CPI.3) The King Shot → Royal Kingdom → Everyone Else Pipeline• King Shot's onboarding + mass battle + RTS-style transitions have reshaped the entire industry's ads.• Royal Kingdom straight-up used the formula for a match-3 playable.• 4X games (Last War, Last Z, Total Battle) are adopting the mass-battle → puzzle fusion.Key takeawayThe best-performing creatives aren't the most original - they're the most optimized. The industry now rewards speed, iteration, theft-based inspiration, and cross-genre pattern-breaking above everything else.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — Hook: The “Creative Theft Era” has arrived01:30 — Missing a month & why trends feel different now03:10 — ASMR cleaning & wood: why the motif is everywhere05:20 — Exposed: 1:1 stolen creatives (no end cards, mirrored, trimmed)08:40 — Why theft works: CPI vs LTV beats morals11:50 — The ecosystem problem: no creative police, no consequences14:30 — New industry rule: cross-genre stealing = normal17:40 — King Shot → Royal Kingdom → Everyone copy30:10 — The future: watermark creatives, mirror hacks, and AI hooks43:00 — Wrap-up: where the creative meta goes next---------------------------------------Matej 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

Sean 'FI Tax Guy' Mullaney and Cody 'Measure Twice' Garrett are two of the smartest financial planning pros who are best known for sharing their deep knowledge in the financial independence community and beyond. They join us today to break down tax planning in a way you may not have ever heard before. They don't agree with some of the conventional advice and make a case for the contrarian views they share in their new book, 'Tax Planning To and Through Early Retirement'. In this conversation, we dive into: Top year-end tax tips for later starters Affordable Care Act (ACA) premium tax credits Drawdown principles Moving through the 5 phases of retirement How a little tax awareness can go a long way This discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Bill, Jackie, and the Catching Up to FI podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services.    ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

We break down Supercell's new twin-stick “boat game” (second alpha): a PvE → PvPvE loop where we farm island quests, haul up to three chests on a fast boat, and can flip a “go bad” switch to steal other players' chests - triggering bounties and protections for non-PK players (revenge respawns).What worksFast, readable boating and clear risk/reward moments when we carry 2–3 chests.A theft moment (“go bad”) that can create highlight-reel clips for UA if tuned right.What doesn't (yet)Flat progression (gear score + light passives/chips) limits long-term goals.Ultra-light economy and shaky matchmaking make the loop feel aimless/punishing.Audience fit feels unclear (Gen-Z, Fortnite-lite vibe vs. strategy/4X loyalists).Market lensSupercell's portfolio still leans on legacy hits; competitors with genre focus + aggressive UA (e.g., strategy/4X) scale more reliably.Without deeper economies, UA-product co-design, and a clearer genre thesis, this boat may never scale past alpha.Key takeawayDepth beats novelty. We need deeper economy + UA-ready moments or this won't sail beyond alpha.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Why this alpha matters01:10 Core loop—quests → 3 chests → extract05:00 Twin-stick feel & aiming on mobile07:40 Progression—gear score, passives, chips10:50 “Go bad” theft, bounties, anti-grief15:30 Matchmaking & PvE→PvPvE tension19:10 Economy depth vs. moment-to-moment fun24:20 Portfolio & market reality checks30:30 UA-product integration: what creatives need36:30 What would actually ship (templates & seasons)43:00 Verdict & 2025 predictions---------------------------------------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

Jesse returns for the 10th "Ask Me Anything" episode to tackle three listener questions that cut to the core of modern wealth planning. He opens with a deep dive into direct indexing, separating substance from sales pitch. While advocates tout it as the next evolution of indexing—combining personalization and tax-loss harvesting—Jesse explains why, for most investors, the extra complexity, cost, and tracking error outweigh the modest tax advantages, making low-cost ETFs the better long-term choice. Next, he answers a question from a listener whose retirement timeline doesn't align with their spouse's, exploring how couples can navigate income changes, healthcare coverage, and tax strategy when one partner stops working years before the other. He breaks down the pros and cons of filing jointly versus separately, showing why joint filing almost always leads to lower overall taxes and greater flexibility. Finally, Jesse delivers a masterclass on decumulation—the art and order of withdrawing money in retirement. From spending taxable assets first to preserving Roth and HSA accounts for last, he maps out how smart sequencing, Roth conversions, and bracket management can extend portfolio life, minimize taxes, and keep retirees financially steady through every stage of the journey. Key Takeaways:• Direct indexing isn't revolutionary for most investors—it's often an overhyped, higher-cost alternative to low-cost ETFs with limited long-term benefits. • Married filing jointly is almost always the better tax choice, offering lower overall tax rates, higher standard deductions, and broader eligibility for credits. • Before changing filing status, couples should test both scenarios using online 1040 tax calculators to see the real impact on their total tax bill. • Guardrail and Monte Carlo strategies help retirees adjust withdrawal rates dynamically based on market performance, rather than using a rigid 4% rule. • HSAs can be used as stealth retirement accounts, reimbursing decades-old medical expenses tax-free or even acting as traditional IRAs after age 65. • The key to successful retirement planning is flexibility—balancing tax efficiency, market uncertainty, and personal goals to ensure sustainable income for decades. Key Timestamps:(02:24) – Tax Loss Harvesting: Strategies and Examples (10:06) – Direct Indexing: Pros and Cons (17:18) – Financial and Tax Planning for Lopsided Retirements (24:09) – Retirement Withdrawal Order of Operations (32:39) – Real-Life Financial Planning Experiences (40:56) – Roth Conversions and Tax Bracket Management (45:37) – Optimizing for Post-Death and Social Security Timing (52:26) – Common Mistakes in Retirement Withdrawal Strategies Key Topics Discussed:The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions:https://bestinterest.blog/retirement-withdrawal-order-of-operations/ https://www.guidestone.org/resources/education/calculators/tax/tax1040 https://bestinterest.blog/0-capital-gains-vs-roth-conversions-how-to-optimize-in-your-financial-plan/ https://bestinterest.blog/spousal-survivor-divorced-social-security/  More of The Best Interest:Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.  

Today, Jakub Remiar breaks down the Scopely-style “sticker album” collectible mechanic—popularized at scale by Monopoly Go (global April 2023)—and why it's sweeping casual and now encroaching on mid-core. Hallmarks: time-limited albums, gacha booster packs, duplicate sinks → premium packs, and peer trading that drives massive social engagement (e.g., official trading groups). It adds perceived depth to shallow economies (soft currency + energy) without adding gameplay complexity, resets cleanly by season, and monetizes whales via “double bottom” albums (a second, higher-reward album with ~50% more rewards and exclusive cosmetics). Implementations span Royal Match (135 cards/≈60 days), Travel Town (162), Monopoly Go (~200), and mid-core experiments like Whiteout Survival and Acecraft (smaller sets, licensed collabs). The open questions: optimal card counts, season length, and how mid-core will standardize the pattern. What you'll learnHow the Scopely/Monopoly Go sticker album works: time-limited albums, gacha packs, duplicate exchanges, trading, seasonal resets, and whale “double albums.”Why this mechanic adds depth to shallow economies and boosts engagement, retention, and monetization—with examples from Royal Match, Travel Town, Monopoly Go and mid-core tests (Whiteout Survival, Acecraft).Practical knobs: card counts (≈135–200), season length (30–60 days), guaranteed-missing pack, and social/trading ops.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 investorsJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 — Cold open & why albums exploded01:20 — The template: pages, rarities, grand prize, timebox03:45 — Rewards & pressure: limited window, page bonuses, grand prize06:10 — Gacha everywhere: pack sources & duplicate sink design08:30 — Social engine: trading loops (in-clan & community)10:20 — Seasonal resets & cosmetics: depth without UX bloat12:10 — “Double/Grand Album” for whales (~50% more rewards)14:00 — Case studies: Monopoly GO, Royal Match, Travel Town17:00 — Mid-core spillover: Whiteout Survival, Acecraft experiments19:00 — Tuning knobs: card counts (≈135–200), 30–60 day seasons, guarantees20:30 — Actionable checklist & pitfalls---------------------------------------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

Today's guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today's episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it's such a unique sector, and what has kept investors and companies frozen the past few years. He also explains the different perspectives of venture capitalists and public market investors, the current regulatory environment and how AI may reshape drug development. (0:00) Starts (1:20) Biotech industry overview (18:09) Can you be a quant in biotech? (25:09) Biotech market cap distribution and benchmark underweighting (34:47) Addressing biotech volatility, market outlook, and non-pro investing tips (47:02) Private vs. public biotech investments (1:01:32) Global biotech markets (China) (1:09:48) AI and regulatory impact on biotech (1:21:14) US healthcare spending (1:33:48) Chris' most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Legend of Elements is a 3D idle RPG from the LoM lineage. Core fantasy is “numbers go up,” delivered via auto-progress + layered upgrades, then monetized through stacked gachas and step offers. Ads exist but are effectively a decoy; there isn't even a “remove ads” pack. UA is ~98% Google (YouTube + AdWords) with AI/UGC and “fake gameplay” motifs.Systems & sinks (what actually drives playtime/spend)• Two gachas: character (spirits) and skill, with very low SSR rates; also ad-summon entries (“2 free summons for an ad”).• “Online chest”: ~5x/day random gacha ticks, granted every ~5 minutes online.• 3–4 battle passes active during launch window; heavy event stack and daily quests.• Notification-baiting tactic: tiny “free” rewards (e.g., 5 soft-currency) inside every shop/offer to create badge-clearing behavior and force shop opens.Monetization architecture (how money happens)• Ads are a decoy to lift IAP; no VIP/no-ads pack to sell the removal.• Primary pay drivers: gachas + step offers (offer ladders surfaced early/often).• Panel consensus: at ~$100K/day IAP scale, there's little incentive to optimize ads.UA mix & creatives (why it scales on Google)• ~98% of impressions from YouTube + AdWords; almost nothing elsewhere.• Creative pillars: AI faces/VO, UGC narratives, meme remakes, Genshin/Diablo-style “fake gameplay.”• Uses creator placements (e.g., known Supercell YouTubers featured as ad talent).Servers & competitive pressure (why shard)• Thousands of small shards opened continuously; servers “die,” then merge, resetting the race.• Keep leaderboards small so winning feels plausible; too many whales per shard depresses motivation.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 investorsFor 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.With Playablemaker, you can finally create playable and interactive adsNO-CODE + ON-BUDGET + LIGHTNING FASThttps://playablemaker.com/25gamersThis 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-2um8eguhf-c~H9idcxM271mnPzdWbipg00:00 intro00:48 Positioning & lineage04:40 Core loop & systems10:10 Monetization architecture14:40 Live-ops cadence18:00 UA strategy (98% Google)33:30 Creatives that convert41:20 Verdict & KPI checklistMatej 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

This is a "briefing" episode where we read our weekly Investor's Briefing newsletter that covers financial news of the week. If you wish to read it, you can find it here.  ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. ~*~ You can get a free trial to AlphaSense through this link here and read 200k+ Expert Call Interviews. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00)  — Updates & Announcements (1:30)  — Financial News (2:52)  — Constellation Software (6:07)  — Perplexity AI (9:16)  — McDonald's (11:45)  — Coverage News (14:12)  — Memo of the Week -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here. Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Chaos Zero Nightmare is the spiciest deck-builder gacha of 2025! Lovecraft vibes, anime polish, Slay-the-Spire runs, Honkai-style meta, and launch numbers that slap: ~$500K/day, peak ~$800K/day, ~$8M in 2 weeks.WHAT YOU'LL LEARNCore loop: deck thinning, evolving cards, run sequencingMeta design: pity/duplicates, banner cadence, progression layersWhy community is more than broad UA (Discord ≈50k, Reddit ≈120k)Creative strategy for high-LTV audiences (what to show, what to skip)Monetization & live-ops beats that actually move revenueKEY TAKEAWAYFor hardcore, high-LTV audiences, authentic, system-forward storytelling + community momentum beats shortcut UA tactics. Frame content around runs, banners, and boss mastery moments; use paid to amplify the community, not replace it.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgCHAPTERS00:00 — Cold open: “How much money?”03:31 — What is CZN? Tone, horror-anime polish03:43 — Design DNA: Slay the Spire / Darkest Dungeon / Honkai / “save data”09:36 — Core loop & tactics: combos, turn order, auto-off for bosses20:23 — Company context & positioning22:20 — Revenue reality: ~$500K/day → ~$800K/day; ~$8M in two weeks26:08 — UA vs Community: closed betas, brand-safe creatives, Discord/Reddit---------------------------------------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

In this Two & a Half Gamers special, Felix Braberg breaks down how to maximize ad monetization during Black Friday weekend - the new “Q5” for mobile games.

Drawdowns, corrections, and valuation worries. Top Wall Street voices weigh in on the rally and what's next. Plus, the Supreme Court revisits Trump's tariff tactics. And later, a big bet against Palantir despite its earnings beat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two big bank CEOs warning of a coming correction played a role in Tuesday's selling action as Marley Kayden and Sam Vadas take a closer look at two industries that saw the biggest impact: chipmakers and crypto. As they explain, that pressure extended to markets overseas.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Kevin Green says the Morgan Stanley (MS) and Goldman Sachs (GS) CEO commentary should be treated as a "blip on the radar" for now. When it comes markets getting a lack of data due to the record-setting government shutdown, he says investors are okay with it. That could change once the shutdown ends as Kevin expects volatility to ramp higher once we get a hold of all the delayed economic data. On the FOMC, he still expects a December interest rate cut due to the persistent weakness in the labor market. Kevin later offers his take on why Humana (HUM) and Cameco Corp. (CCJ) are "under the radar" earnings plays.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Ever wondered how some traders seem to dodge every crash while others get crushed? The secret isn't luck or insider info. It's the math behind the 10/20 EMA crossover. In this video, we're breaking down a simple but powerful strategy that's helped traders at OVTLYR sidestep massive drawdowns, capture big wins, and stay calm when the market goes wild.If you've ever stared at a red screen wondering what went wrong, this one's for you. The beauty of this method is that it's not built on guesses or hype. It's built on pure math. When the 10 EMA crosses above the 20, and price trades above the 50, that's your green light. When it flips the other way, it's time to hit the brakes and protect your gains. It's not about predicting the future. It's about reading what's already happening and reacting smarter than the crowd.Let's be honest, most traders make it way too complicated. They chase news headlines, watch ten indicators at once, and end up doing the exact opposite of what they should. This video simplifies it all. You'll see how this one crossover rule has worked through every market condition — dot-com, housing crash, pandemic, inflation, you name it.Here's what you'll learn today:➡️ How the 10/20 EMA crossover reveals real trend direction➡️ Why every crash starts with the same simple setup➡️ How to protect your capital by staying in cash when trends flip➡️ Why “buying as stocks crash up” beats trying to catch falling knives➡️ How professional traders use OVTLYR data to plan entries and exitsYou'll also see how this method would've kept traders out of trouble in 2000, 2008, and 2022, while still catching the upside when markets recovered. The 10/20 EMA crossover gives you mechanical clarity — no emotions, no stress, just data and direction.And here's the crazy part. Most active funds underperform the S&P 500, but traders following this crossover have consistently outpaced buy-and-hold results. The reason? They avoid drawdowns. When you're not stuck waiting years just to get back to even, your compounding stays alive. That's the power of following the trend instead of fighting it.Trading doesn't have to be about guessing tops or bottoms. It's about capturing the middle — that big juicy part of the move where money's actually made. The 10/20 EMA crossover helps you do exactly that, whether you're trading daily charts, weeklies, or even intraday moves.So grab your chart, load up those EMAs, and see for yourself how simple math can completely change the way you trade. Once you see how the 10/20 setup lines up with price action, you'll realize you've been overcomplicating the market all along.Stop guessing. Start following the trend. Let the math work for you.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Monopoly Bingo: How Hasbro turned nostalgia Into RevenueToday, we dig into Monopoly Bingo - the latest Hasbro IP game climbing the charts.

In this solo episode, Matej Lančarič dives into the new era of creative optimization — where AI tagging, unified dashboards, and ROAS-based insights replace manual testing and spreadsheet chaos.Everyone can create ads with AI, but the REAL BOTTLENECK is knowing which ones actually work. AppsFlyer's Creative Optimization tool analyzes millions of real-world insights to reveal what drives performance - so you can scale winners, cut wasted spend, and make smarter creative decisions.Check it out: https://www.appsflyer.com/products/creative-optimization/?utm_source=influencer&afc_source=influencer&utm_medium=referral&afc_medium=referral&utm_campaign=Marvelsnap_creative&afc_campaign=Marvelsnap_creative&utm_content=matej&afc_content=matej&utm_term=YouTube&afc_term=YouTube

In this episode, we play Sudoku Master - the latest “numbers” hit from the makers of Block Blast.They uncover how Hungry Studio uses 6,000 creatives, constant A/B testing, and ruthless ad optimization to dominate one of the oldest mobile genres.

From transforming how business thinks about nature, to mapping the first global plan to reverse global warming, Paul Hawken has spent his life showing us that regeneration isn't just possible — it's already happening. As the author of landmark books like The Ecology of Commerce, Natural Capitalism, Drawdown, and Regeneration, and now Carbon: The Book of Life, Paul has inspired generations of leaders to see the economy not as something separate from nature — but as part of it. In this powerful episode, we explore how his vision has evolved from early entrepreneurship to global systems thinking — and what it truly means to lead for life in an age of crisis. 

What happens when a Chinese studio perfects fake funnels? You get X-Clash - a 4X strategy game disguised as 5 different mini games.

Brian Hayes, CEO of the Banking and Payments Federation Trevor Grant, Chairperson of the Association of Irish Mortgage Advisers

Today, we dissect Huntopia, a bizarrely successful idle RPG that's part World of Warcraft, part casino. Meh, just WoW from Wish.

In this Two & a Half Gamers solo episode, Jakub Remiar breaks down how UA product funnels and templatization dominate every major studio playbook - from River Game's $7M/day 4X empire to Habby's action roguelite evolution.

In this week's lecture, I talk about investing and saving in the S&P 500, which has historically shown strong long-term growth. But before investing, it's important to understand drawdowns — the periods when the market pulls back. I explain what drawdowns mean, why they happen, and how to think long-term when investing in the S&P 500.

We break down The Tower - an idle-defense hybrid that turned a solo dev into a millionaire.We spoke directly with Anthony (Tech Tree Games) about design, monetization, and UA strategy.

We talk to David Pan, Director of Business Development at Habby, for the first-ever Western podcast appearance from the famously low-profile publisher behind Archero, Survivor.io, Capybara Go, and Whittle Defender.This isn't a press interview - it's a brutally honest deep dive into Habby's evolution, UA philosophy, shift from hybrid-casual to IAP-focused midcore, and its global ambitions beyond Asia.

We sit down with Chen Yang (Iwae) from Cocos again to unpack how AI is transforming the Chinese mini-game ecosystem across development, UA, and operations.The conversation reveals how AI-generated 3D, playable automation, LoRA fine-tuning, and instant meme cloning are redefining speed, scale, and creativity in the world's most dynamic mobile market.

Today, we talk with Colm Hayden, Head of Growth at Triumph - the app redefining real money gaming for a new generation of players.

In this Two and a Half Gamers special, Matej, Felix & Jakub talk with Chen Yang (Iwae) from Cocos about how mini-games on WeChat, Douyin, Alipay, and Huawei stores are reshaping the mobile industry.

We go two and a half steps ahead into the new era of AI-generated creatives - dissecting what's trending, which studios are using them, and what it means for the future of game marketing.Key insights:Adoption is risingIn 2024 only a handful of studios used AI for hooks.By late 2025, top performers such as Lands of Jail, King Shot, and Rise of Castles will be fully embracing AI-assisted pipelines.Jakub predicts 50% of all mobile ads will be AI-driven by end of 2026.AI Creative Formats Taking OverHooks: 60–70% of AI output focuses on hyper-realistic or surreal opening shots.Full Creatives: Only ~30–40%, limited by coherence and model smoothness.Transitions are now indistinguishable from live action - especially in POV-style TikTok ads.Contrast Art Styles: Realistic → cartoon → pixel mashups catch the eye.POV Narratives: First-person sequences with “AI girlfriend” narration dominate TikTok.Localization via AI: Same creative, instantly re-rendered for JP, KR, EN markets.Freeze/Prison Metas: Prison Life-style “frozen prisoner” AI scenes trending hard.“No Ads” UGC Spoofs: King Shot's “no ads” meme now a running trend.Brain Rot & Chaos: nonsensical motion = attention-grabbing hook.AI Interviews: VEO3 and Kling 2.5 are redefining talking-head realism.Kling 2.5 = new industry benchmark (4x cheaper, faster scene rendering).2025: AI is mainly used for hooks.2026: Half of all creatives will be AI-produced end-to-end.Takeaway: AI creatives are here, fast, and chaotic. The best teams use them not to replace creativity, but to scale it.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to AI Creatives03:52 Current Trends in AI Creatives06:24 The Evolution of Art Styles in AI12:01 AI Creatives and Marketing Strategies14:46 Localization and Cultural Adaptation in AI22:52 The Rise of AI in Creative Content28:01 The Evolution of Game Graphics and AI31:21 The Future of AI in Advertising37:38 Predictions for AI in the Creative Industry---------------------------------------Matej 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

In this episode of The PDB Afternoon Bulletin:  First—The White House alerted Congress on Thursday that the U.S. is now essentially at war with Latin America's drug cartels, issuing a memo that declares cartel members to be enemy combatants subject to the full force of the U.S. military. Later in the show—the U.S. military has begun drawing down its mission in Iraq under an agreement inked with Baghdad last year, signaling the end of America's two-decade-long military presence in the country. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Stash Financial: Don't Let your money sit around. Go to ⁠https://get.stash.com/PDB⁠ to see how you can receive $25 towards your first stock purchase. TriTails Premium Beef: Reclaim dinner from the jaws of school-year chaos Visit ⁠https://trybeef.com/PDB⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Share your Field Stories!Welcome back to Environmental Professionals Radio, Connecting the Environmental Professionals Community Through Conversation, with your hosts Laura Thorne and Nic Frederick! On today's episode, we talk with Matt Scott, Director of Storytelling and Engagement at Project Drawdown and founding director of Drawdown Stories about Storytelling, Opportunities through Connections, and Everyday Changemakers.   Read his full bio below.Help us continue to create great content! If you'd like to sponsor a future episode hit the support podcast button or visit www.environmentalprofessionalsradio.com/sponsor-form Showtimes: 1:32 - Power of Stories7:56 - Interview with Matt Scott Begins15:08 - What is Project Drawdown24:26 - Bringing everyday people into the convo35:50 - Draw to Reality TVPlease be sure to ✔️subscribe, ⭐rate and ✍review. This podcast is produced by the National Association of Environmental Professions (NAEP). Check out all the NAEP has to offer at NAEP.org.Connect with Matt Scott at https://www.linkedin.com/in/matt-scott-6ba55a28/Guest  Bio:Matt Scott (He/Him) is the Director of Storytelling and Engagement at Project Drawdown and founding director of Drawdown Stories, where he helps everyday people connect with climate solutions. He hosts Drawdown's Neighborhood, a climate solutions docuseries, highlighting local climate heroes across the U.S. with a focus on passing the mic to voices who often go unheard. Previously, Matt led global community engagement for NASA's Space Apps Challenge, the world's largest problem-solving hackathon, earning two NASA awards and collaborating with organizations including the UN, USAID, Nike, and the Obama White House. He's also the creator of Let's Care and the film 20s & Change: San Francisco, which has been recognized at three film festivals. Matt's work has been featured by The Weather Channel, National Geographic, Grist, PBS, FEMA, NOAA, the Society of Environmental Journalists, the Hollywood Climate Summit, and more. Music CreditsIntro: Givin Me Eyes by Grace MesaOutro: Never Ending Soul Groove by Mattijs MullerSupport the showThanks for listening! A new episode drops every Friday. Like, share, subscribe, and/or sponsor to help support the continuation of the show. You can find us on Twitter, Facebook, YouTube, and all your favorite podcast players.

Kristina Hooper, chief market strategist at Man Group, says that investors need to "keep on dancing" while the music is playing, but she says the tunes are about to change or stop, with valuations setting the market up for a decline of up to 20 percent that could might take a while to get here but which could show up this year if the market has a bad reaction to the Federal Reserve cooling on rate cuts. She notes that the rate-cut cycle could cut short the current small-cap rally, contributing to a down or sideways period. Hooper isn't backing away from domestic markets, but says investors should rebalance portfolios and lean into the better valuations available in foreign markets. She's not the only one expecting the market to take a breather or more here, as Mike Passante, director of financial planning at Focused Wealth Management says that technical indicators show that the stock market may be hitting resistance levels now, which could lead to a small pullback as the market resets and refreshes itself. Passante says the market has room to rebound to levels that are slightly higher than today, but he notes any more significant gains this year would require a big increase in investors' animal spirits near year-end. In the Book Interview, Victoria Bateman discusses “Economica: A Global History of Women, Wealth, and Power,” and introduces us to some women whose roles helped to make the world rich but whose exploits have mostly been ignored or forgotten by history.

Brad welcomes Aubrey Williams, a financial advisor and member of the ChooseFI community. They discuss innovative strategies for financial independence (FI), focusing on flexible withdrawal rates, dynamic spending adjustments using historical analysis, and how adopting a more adaptable mindset can potentially lead to earlier FI. Timestamps & Discussion Topics: 00:00:00 Intro to Financial Independence Overview of the FI journey and the community's philosophy. 00:03:00 Aubrey's Background Aubrey shares his journey from a corporate career to becoming a financial advisor, emphasizing experiences with the FI community. 00:15:00 Understanding Withdrawal Rates Discussion on the traditional 4% withdrawal rule and its limitations; the importance of knowing what your portfolio should allow you to spend. 00:18:04 The Forces Influencing Spending Recognizing the various external influences that shape financial decisions and how awareness can help mitigate these. 00:29:57 Community Engagement—CampFI and Meetups The value of attending CampFI and other local FI meetups for motivation and networking, enhancing personal journeys toward financial independence. 00:53:00 Risk-Based Guardrails Explained Introducing the concept of risk-based guardrails to adjust spending dynamically based on portfolio performance. Key Quotes: "Adjusting spending when your portfolio hits a certain number is key for financial confidence. Historical analysis provides the guidance you need." - Aubrey (00:20:18) "Stay aware of the powerful forces that influence your financial decisions." - Aubrey (00:18:04) "Reaching FI requires a mindset shift towards thoughtful spending." - Aubrey (00:38:26) Actionable Takeaways: Understand Your Spending: Regularly evaluate your monthly expenses to identify areas to cut back, as small reductions can significantly lower your FI target. Utilize Historical Analysis Tools: Use resources like FIREcalc or Engaging Data to guide your financial decisions and explore various withdrawal strategies. Engage with the Community: Attend local meetups or events like CampFI to build relationships with others on a similar path, gaining insights and encouragement. Related Resources: Open Path Financial - Financial planning services by Aubrey. CampFI - Community events for personal finance enthusiasts. Projection Lab - Financial modeling tools. Discussion Questions: How can adjusting your spending habits affect your journey towards financial independence? What are some effective strategies for managing your withdrawal rate in retirement? How can community gatherings like CampFI enhance your understanding of financial independence? Action Items: Calculate your FI number based on your current expenses and savings rates. Download resources provided at Open Path Financial to better understand risk-based guardrails. Join a local FI meetup to connect with others and share insights about your financial journey. This episode provides insightful perspectives on achieving financial independence through flexible spending and community engagement. Listeners are encouraged to adopt a more dynamic approach to their finances, making use of historical tools and community resources to enhance their journey toward FI.

Join Mindy Jensen and Scott Trench on the BiggerPockets Money Podcast as they welcome retirement tax experts Sean Mullaney, The FI Tax Guy, and Cody Garrett, a certified financial planner, to break down their game-changing retirement drawdown order of operations. This isn't your typical retirement advice - it's a strategic blueprint that could save early retirees and traditional retirees thousands in taxes while ensuring their money lasts a lifetime. Discover the four critical retirement drawdown fundamentals that form the backbone of any successful retirement strategy, plus advanced tactics for optimizing your tax burden, managing healthcare costs, and timing Roth conversions for maximum impact. Sean and Cody don't just explain what to do - they walk through exactly when and why each strategy matters most, covering everything from your retirement date through the challenging widow and widower years. This episode covers: The four fundamental retirement drawdown rules that could save you thousands Why you should spend taxable accounts first and traditional accounts second The strategic case for delaying Social Security until age 70 How to use HSAs and Roth IRAs as powerful tax-free tools The five distinct phases of retirement and what each one means for your strategy Advanced Roth conversion tactics and optimal timing How to keep income low to maximize ACA premium tax credits Managing required minimum distributions and minimizing their impact Healthcare cost planning and insurance strategies for retirees Why working with a qualified tax planner is essential for your unique situation And SO much more! 00:00 Retirement Drawdown Strategies 01:22 Fundamentals of Retirement Drawdown 03:37 Phases of Retirement and Taxable Accounts 07:23 Managing Income and Premium Tax Credits 09:22 Roth Conversions and Standard Deductions 19:52 Hidden Roth IRA and Tax Planning 28:36 Navigating Healthcare Subsidies and Early Retirement 29:26 Balancing Benefits for Early Retirees and Self-Employed 33:34 Strategic Tax Planning for Retirement 35:50 Understanding Required Minimum Distributions (RMDs) 36:59 Mitigating the Impact of RMDs 40:51 The Widow's Tax Trap and Effective Tax Planning 46:30 Connect with Sean and Cody! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we dive into the realities of dealing with portfolio drawdowns as dividend growth investors. From personal examples to strategies for averaging down, price anchoring, and knowing when to hold or sell, we share how we manage the emotions that come with falling share prices.We also cover the latest news and dividend hikes, including:Novo Nordisk – promising results from its new oral weight-loss drugLondon Stock Exchange Group – stepping into blockchain with MicrosoftIntel & Nvidia – surprising partnerships in the chip industryTexas Instruments, Microsoft, W.P. Carey, and Philip Morris – dividend hike updatesPlus, we review Bradley's dividend portfolio and answer listener questions on hedging against USD, quick dividend stock screeners, reinvestment strategies, tax-efficient accounts, and more.

“If you're trying to find the very best growth businesses on the planet – a benchmark isn't a sensible place to start.” Baillie Gifford's chief executive Tim Campbell explains the advantages of our style of active investing, the importance of long-termism and how AI fits into our process. Background:In April, Tim Campbell became Baillie Gifford's chief executive and one of its managing partners. Earlier in his career, he was an investment manager before switching to Client Services, where he led our Emerging Markets Clients Team.In this podcast, he explores how our investment teams adopted a conviction-led approach that centres on each company's merits, regardless of its weighting in benchmark stock indices. He describes what we mean by long-termism and the importance of having the right incentives in place. And he explains why being “out of step” with some market trends helps us serve both society and our clients' interests.The second half of the show focuses on changes afoot, ranging from further private company investments – including a recent holding in AI lab Anthropic – to our own adoption of artificial intelligence technologies and an exploration of new ways to access our strategies. Resources:Baillie Gifford: Actual investorsDisruption WeekDrayton and MackenzieOne Useful Thing: Ethan Mollick's blogOur historyPrivate company investmentsShort Briefings on Long Term ThinkingThe Friction Project Companies mentioned include:AnthropicAmazonMercadoLibreNVIDIARunway AITimecodes00:00 Introduction02:10 From music in the Middle East to investing in Edinburgh03:15 Making the move to Client Services05:00 Rewriting the investment playbook06:30 Client hunger for benchmark agnosticism07:40 Active versus passive investing10:20 A mutual understanding with clients11:55 Drawdowns and hold discipline14:30 Defining long-termism17:00 Private company investments19:30 Investing in Anthropic and Runway AI24:55 ‘The mission doesn't change'27:35 Book choice

ChooseFI unveils a new feature on the website that allows listeners to have their financial independence questions answered by experts. Featuring in-depth discussions with Karsten Jeske (Big Earn) and Fritz Gilbert, the episode explores the ramifications of potentially increasing the safe withdrawal rate and provides critical insights into retirement strategies, including cash flow considerations like Social Security and required minimum distributions (RMDs). Key Topics Discussed: Introduction to New Features (00:00:00) Introduction of a Q&A functionality on the ChooseFI website for community engagement. Listener Questions Segment (00:00:36) Introduction to the expert answers provided by Karsten and Fritz. Discussion on Safe Withdrawal Rates (00:05:26) Explanation of the traditional 4% rule and its significance. Karsten's Perspective on the 5.5% Rate (00:07:45) Critique of Bill Bangan's proposed increase in the safe withdrawal rate and why it may be misleading. Nuances of Early Retirement (00:34:25) Insights on adjusting retirement strategies when planning for longer horizons, emphasizing the time value of money. Fritz on RMDs and Safe Withdrawal Rate (00:36:16) Explanation of how RMDs impact withdrawal strategies, highlighting that RMDs apply only to pre-tax accounts. Actionable Takeaways: Adjust SWR to account for extended Retirement horizons Incorporate potential income sources such as Social Security into your retirement planning. (00:35:01) Carefully consider your asset allocation to manage risks related to early retirement (e.g., sequence of return risk). (00:48:06) Key Quotes: "The proposed 5.5% withdrawal rate is misleading and overly optimistic." (00:09:21) - Karsten Jeske "A safe withdrawal rate must not fall below 3.25% for financial security." (00:35:41) - Karsten Jeske "Plan for additional income sources like Social Security in retirement." (00:35:01) - Karsten Jeske "RMDs do not dictate your total spending in retirement." (00:39:00) - Fritz Gilbert "Behavioral finance warns against the pitfalls of emotional investing." (00:51:16) - Brad Barrett Timestamps: 00:02 - Invitation to submit questions at choosefi.com/feedback. 00:05 - Introduction of Karsten Jeske and Fritz Gilbert. 00:09 - Discussion on the safe withdrawal rate controversy. 00:35 - Required minimum distributions explained. 00:49 - Dynamic withdrawal strategies overview. Discussion Questions: How do you view the proposed increase in safe withdrawal rates? What strategies are you incorporating to prepare for early retirement? In what ways can Social Security impact your withdrawal strategy? How do you reconcile RMDs with your personal withdrawal goals? Related Resources: Early Retirement Now Blog: Insights into safe withdrawal rates. Retirement Manifesto: A guide to successful retirement strategies