Podcasts about Exxon

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Headline Brief of The Wright Report, Bryan breaks down why gas prices are still stuck above where they should be despite oil falling to pre-war levels, and covers a volcanic confrontation between President Trump and Republican Senators on Capitol Hill over the SAVE America Act and the filibuster. Bryan tracks a wave of federal court rulings blocking the America First agenda, from judges stopping ICE arrests near courthouses to a ruling protecting illegal aliens from voter roll checks, and explains why he thinks the judiciary is now a front line in what he calls an Islamist and Communist revolution. He then documents a slate of newly elected New York candidates openly calling for the destruction of Western civilization and the American empire, and draws a sharp parallel to young Brazilians who are now turning conservative after living through years of Leftist governance. Plus, breaking news of two major earthquakes in Venezuela with potentially catastrophic casualties, the Arab states taking shots at Trump through the Washington Post while Secretary Rubio reassures the region, and a bipartisan housing bill sitting in limbo as the White House weighs whether to sign or kill it. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: The Wright Report, Bryan Dean Wright, gas prices, oil prices, Exxon, Chevron, SAVE America Act, Senate filibuster, John Thune, judicial rulings, lawfare, Democrat judges, voter rolls, ICE arrests, New York Socialists, Communist revolution, Daria-Liza Avila Chevalier, Zohran Mamdani, Brazil conservatives, Bukele, Venezuela earthquake, Marco Rubio, Middle East, housing bill, daily news podcast

Ginger Clark shares her personal journey battling breast cancer. Despite the challenges, she expresses gratitude and highlights the importance of early detection through regular mammograms. The episode also delves into rural healthcare issues, emphasizing the struggles small hospitals face in providing adequate services. Ginger speaks to Dorothy about healthcare access, particularly for uninsured women, and the complexity of reconstructive surgery decisions. On a broader scale, Ginger discusses the inception of Medicare and changes in the industry, reflecting on her involvement in various non-profits post-retirement. Aging, healthcare policies, and the significance of getting mammograms form the core of this insightful conversation. Support The Rose HERE. Subscribe to Let’s Talk About Your Breasts on Apple Podcasts, Spotify, iHeart, and wherever you get your podcasts. Key Questions Answered 1.) How does Ginger feel about medical interference and its consequences? 2.) What advice does Ginger Clark offer regarding cancer prevention? 3.) What important learning did Ginger gain from switching to Baylor's Stratus clinic? 4.) What critical risk for the elderly does Ginger mention? 5.) What options and decisions did Ginger face during her breast cancer treatment? Timestamped Overview 00:00 Retired from Exxon, involved in nonprofit work. 05:11 Access to health is important for everyone. Women have more health needs. Example: higher insurance costs for reproductive age. System inefficiencies lead to suboptimal results. 09:29 Eye-opening insights on healthcare and aging. 10:56 Exxon changed insurance, strategic maneuvering for cost control. 14:33 Early detection, family history, genetic link. 18:43 Surgeon explains reconstructive surgery procedure and expectations. 20:20 Young vs. old women's concerns, oncologist's insight. 25:51 Lack of women's healthcare access in rural areas. 28:01 Tragic article details fatal outcome of pregnancy. 29:55 Futile medical spending prolonging inevitable death.See omnystudio.com/listener for privacy information.

Gerald Celente and David Knight call the ceasefire a fake agreement built to buy 60 days while oil reserves hit tank bottom, with Exxon executives privately warning of $6 gas once the buffer runs dry. Trump's own words on camera — "we'll go back to shooting at them, dropping bombs on their head" if he doesn't like the deal — get read as exactly the kind of statement that would end any other world leader's career. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Gerald Celente and David Knight call the ceasefire a fake agreement built to buy 60 days while oil reserves hit tank bottom, with Exxon executives privately warning of $6 gas once the buffer runs dry. Trump's own words on camera — "we'll go back to shooting at them, dropping bombs on their head" if he doesn't like the deal — get read as exactly the kind of statement that would end any other world leader's career. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/j0TuosYDQe4?si=7mzUwBe4PrQ-eB2E In this insightful session from the Ultimate Partner Live event in Bellevue, Washington, Vince Menzione sits down with Stephen Boyle, Corporate Vice President for Enterprise Partners at Microsoft, to pull back the curtain on the tectonic shifts redefining the tech ecosystem. Boyle details Microsoft's massive organizational pivot into enterprise and SME/channel divisions , explaining how artificial intelligence acts as the foundational thread unifying systems integrators, software vendors, and digital natives. Moving past market noise surrounding competing foundational models , he highlights Microsoft's strategy to become the ultimate “platform of platforms” by prioritizing user choice, security, and trust. Emphasizing a shift away from infrastructure technicalities and toward practical business outcomes , Boyle delivers an urgent mandate for partners to scale technical talent, eliminate traditional operational silos, and brace for the incoming consumption-driven, agent-based future of enterprise computing. Key Takeaways Microsoft has restructured its global sales divisions into distinct Enterprise and SME/Channel organizations to better target its massive total addressable markets. Artificial intelligence is fundamentally altering the partner ecosystem by dismantling traditional software and systems integrator silos to build interconnected, multi-party solutions. Rather than forcing alignment to a singular model, Microsoft aims to be the definitive platform of platforms by offering extensive choice across over 1,100 language models. The enterprise landscape is rapidly moving past experimental AI pilot phases and entering production setups completely focused on transforming core business outcomes. Tomorrow's service organizations are aggressively evolving into software-minded operations that deploy repeatable, highly specialized internal autonomous agents. Managing tokens and monitoring usage metrics represents the emerging operational baseline for balancing efficiency against the scaling expenses of large language models. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Key Tags AI frontier, platform of platforms, enterprise partners, global systems integrators, digital natives, language models, token consumption, agent sprawl, citizen developers, shadow IT, business outcomes, technical enablement, marketplace growth, hyper-scalers, processing fluency, sovereign AI, industry ecosystems, data governance. Transcript [00:00:00] Stephen Boyle: This is the biggest, most transformative, iterative change in technology we’ve ever seen, where, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:00:12] Vince Menzione: We just came back from Ultimate Partner live in Bellevue, Washington, where we hosted incredible leaders for two amazing days. Come join us for this next session where we explore the tectonic shifts we’ve all been seeing. Uh, I am thrilled to invite our next guest up on stage. I’ve known this gentleman for several years back in my days at Microsoft, and, um, we’ve been friends, actually Microsoft, and then we both went and did different things, came he’s come back to Microsoft in a big way. [00:00:46] Vince Menzione: Uh, Steven Boyle, for those of you don’t know, is recently a named the C. We will talk about it in a second, but I, I need to announce you properly. Is the corporate vice president, which by the way in Microsoft is a big deal for enterprise partners. He and Nicole De and I would say are the two Microsoft leaders in the organization. [00:01:06] Vince Menzione: Nicole is the channel chief. Steven has a, a big remit and we’ll talk about that up on stage. But I’m just so delightful for his support and for making the time in a very busy week at Microsoft ’cause this is CEO summit this week to make some time to come with us and be on stage with me. Please welcome my good friend Steven Boyle. [00:01:29] Vince Menzione: Good to see you, sir. To see. So I’m gonna put you on this side. [00:01:33] Stephen Boyle: Okay. [00:01:35] Vince Menzione: The hot seat. So I’m gonna, I, I didn’t do a justice and I, I wanted you to explain your role. I, I think I know, but I think for the, for the people in the room, uh, talk to us what Enterprise Partners means at Microsoft and what that role remit and remit looks like. [00:01:50] Stephen Boyle: Um, CVPs may or may not be important, but one thing they don’t do is get invites to the CEO summit. So I’m super pleased to be here with you guys. No, no, it’s totally cool. It’s totally cool if that phone rings. No, I’m kidding. Doesn’t. So what does it mean? So I’d like quickly, um. January last year, uh, we split the sales organization into enterprise and small to medium enterprise and channel. [00:02:15] Stephen Boyle: You guys probably familiar with that? Nicole is the, uh, chief partner officer lives in the SMA and C world and drives the channel, um, drives our marketplace business and, and a lot of other things. Um, for that 60 billion, um, you know, total addressable market that we have. Down there in SME and C. Um, at the same time, we established enterprise partner as part of Nick Parker’s overall organization. [00:02:40] Stephen Boyle: Um, but for most of 2025 we ran it as global systems integrators and advisories, ISVs and digital natives. So three separate footprints all focused entirely on, on, on enterprise. Um, in December, January, we talked about establishing an enterprise partner leader that would. You know, aggregate all of this stuff. [00:03:00] Stephen Boyle: Um, I was fortunate to come through, um, some frankly, pretty hairy, uh, experiences, I bet with some of our senior leaders. Um, I, I’ve loved to [00:03:08] Vince Menzione: been in the room for that [00:03:09] Stephen Boyle: questions like, why Steven Boyle and things like that, right? And really have to dig deep to, uh, to justify. Anyway, uh, I’m blessed and honored, uh, to run that entire portfolio of partners, uh, for the entirety of the enterprise partner world, which now from a chief revenue officer perspective, belongs to Deb. [00:03:25] Stephen Boyle: Deb Co. So Deb is the enterprise leader for all of our sales that we do into that space. Awesome. Um, I have three regional leaders, Nina Harding here in the United States, Ehab Ra in in Europe, and Heather Gordon in Asia that mirror and replicate and flow down the things that we decide to do from a strategy perspective for the, uh, for the core. [00:03:45] Vince Menzione: And we love Nina. She’s been, she was at our last event, [00:03:47] Stephen Boyle: super, super lady. And, uh, you know, the US is still 50% of our overall business. [00:03:53] Vince Menzione: Yeah. [00:03:53] Stephen Boyle: Too big to fabric. Every time I talk to Nina, I’m like, Nina, you’re too big to fail. We can’t cover you anywhere else. So you know, you’ve gotta be successful here in the Americas. [00:04:01] Vince Menzione: So I think just for breaking it up, I, ’cause I do want to like, it’ll lead to the next question, right? So you have the global systems integrators, all these systems integrators. Essentially you have all of the software companies we used to call ISVs, we now call SDCs or software development corporations. [00:04:17] Vince Menzione: And then you also have the AI stack, I’ll call it. Right? So under Jason Grafe. Yeah. Many, many might know. Jason’s been a guest on the podcast and was Satya’s chief of staff at one time, eight years. Eight years. Wow. I didn’t realize there was that many. [00:04:31] Stephen Boyle: Carry carried a lot of bags for Satya over the years. [00:04:34] Vince Menzione: Unbelievable. Well, let’s, I mean, so AI is an important component, right? And you saw Jay’s, Jay talking, just talking about AI and all these things. I would love to start here, right? Because, uh, you’re, you’re, I wanna get your perspective as Microsoft, your perspective as Microsoft on the biggest shifts you’re seeing in defining this we’ll call AI Frontier. [00:04:54] Vince Menzione: We’re seeing right now, how should partners translate that into how they position and go to market externally? How, how do we need to think about this time? [00:05:02] Stephen Boyle: Yeah, that is, uh, that is a huge question and I’m not sure we’ve got enough time to go into the, into all of the detail. Um, so let me sort of up level it a little bit for you. [00:05:10] Stephen Boyle: And I think, look, the move that we meet at made a couple of months ago and pulling together those three aspects. Nicole had already done it in SME and C. Right. One partner organization across the world with a very common set of goals. We were working closely together, Sandy Gupta, on ISV, Jason on ai, and myself on on si. [00:05:29] Stephen Boyle: But we were still working closely together across silos. So the opportunity for me, 60 days into this role is AI just allows you to wire the partner ecosystem together differently. Right? And even if you look at how we’re going to market an AI today, um. You know, with, with, with chat GPT, with Claude, with Anthropic, um, I think there’s something like 1100 different, you know, language models on Microsoft today. [00:05:55] Stephen Boyle: So the way I think about AI is we are absolutely gonna be the ultimate platform of platforms. Yeah, choice is incredibly important. Um. It’s, it’s, you know, turn the clock back 12 months, everybody was chat gpt five point x, you know, and then six months ago it was Gemini and now it seems to be clawed. And honestly I don’t know what it’s gonna be next quarter. [00:06:15] Stephen Boyle: So the only thing I can do is offer you choice. [00:06:18] Vince Menzione: Yeah. [00:06:18] Stephen Boyle: And from a partner perspective, I think that minimizes or reduces the risk that you have betting on the Microsoft platform because you can go in a multitude of different directions. I know we’re not in Europe, but if you were in Europe and you were worried about G-G-D-P-R and Jay mentioned sovereignty, you’d probably be like lining up really closely to Misra. [00:06:37] Stephen Boyle: Yeah. And a bunch of other Europe, European partners. So wherever you are in the globe, I wanna be that platform choice. Um, and we will lead with our own first party solutions. I hope they’re not coming for me. Um. I parked safely in the hotel. It can’t be me. Um, but you weren’t vibe coding in the room. Um, but you know, wherever you are in the world, in whichever industry you are in, um, it is our intent to, to offer that platform of platforms and to give the broadest set of partners the opportunity to engage with us. [00:07:07] Vince Menzione: I think that’s really important because I, I have found, especially in the last month or two, people are, it’s almost like a knee jerk. Don’t you feel like people don’t know what to do? There’s been so much noise in the press and the media and, and the markets around open AI and anthropic especially. Where do I go? [00:07:26] Vince Menzione: Seems to be like when I, when I sit, I watch everybody in the room here. I think they’re, they’ve all been thinking that as well. So you can, [00:07:31] Stephen Boyle: there’s a, a little bit of a deer in the headlights moment. Yes. And even I like, I get that. Yeah. Um, you know, I saw, uh, Jay slides. Jay, love the presentation. Love the slides, man. [00:07:40] Stephen Boyle: I’m gonna steal several of them. Um, we’ll talk about that later. We, we [00:07:43] Vince Menzione: have the deck, [00:07:45] Stephen Boyle: but, but in all seriousness, you know, this, this is like. It’s a new paradigm. I will date myself a little bit. Some of you might heard me say this. I sold many computers in the 1980s. Mini computers. Some of you in the room are going, what’s a mini computer? [00:07:59] Stephen Boyle: Um, I sold client server for Sun Microsystems in the nineties. I sold an awful lot of Oracle databases in the Auts, I think they’re called, and I’ve done two stints with Microsoft. This is the biggest, most transformative. Iterative change in technology we’ve ever seen. What, if you wanna call it a paradigm shift or whatever word comes after paradigm shift. [00:08:18] Stephen Boyle: Um, and we are building intelligent systems at scale faster than we’ve ever seen. Scalable, mission critical solutions being implemented today inside of Microsoft and with our most important customers. So, and we can’t do it without partners, right? There is absolutely nothing we can do in this industry. I will, I will put the, you know, the elephant in the room out there. [00:08:40] Stephen Boyle: Our ISD organization has between five and 7,000 people. Our forward deployed engineering organization is about a thousand people. [00:08:47] Vince Menzione: Yeah. [00:08:48] Stephen Boyle: So when you look at the scale of the total addressable market that Jay just talked about. We are gonna service directly like this much [00:08:55] Vince Menzione: used to be 5%. Was it even, is it even that high? [00:08:58] Stephen Boyle: I doubt it’s, I doubt it’s even that. And the billions of dollars that we spend every year helping our customers transform to what we’re now calling frontier firms is gonna be, have to be driven with every single person in this room in some way, shape, or form. Judson is not asking Marla to significantly increase ISD. [00:09:15] Stephen Boyle: Not asking John to significantly increase FDE, although we probably will hire in that area just because of the, the newness and the, you know, bright shiny object that everybody’s like, oh, FDE, I’ve gotta have those. We’ve got a thousand already today that have been around in John’s organization for 10 plus years doing the things that we are doing today. [00:09:32] Stephen Boyle: But we are gonna build out that muscle. But the real way we’re gonna build out that muscle is with all of you in this room. That’s like categorical. That is my like, probably number one goal for the next one to three years is make sure that, that story that Jay just told about Microsoft not being involved in AstraZeneca. [00:09:48] Stephen Boyle: I probably won’t tell Judson that Jay, but I love the story. Um, like if you could all do that for me, like win, um, that is so, you know, from our worldwide learning, through our skilling enablement through our cloud solution architects that I personally own. We are pivoting aggressively towards making sure that the partners understand our platforms better than any other job, number one for me right now, if you don’t understand what I’m selling, like I’m kind of dead in the water obviously. [00:10:15] Stephen Boyle: Well, [00:10:15] Vince Menzione: I was gonna ask you why now? Why Microsoft? Why now? Right? Because there is a lot of noise. You know, Google just announced, you all announced your results on the same day, which was astounding. That was freaky, wasn’t it? It was. It was the first time. And the, the total commitment, customer commitment is over a trillion dollars now, I think 1.2 trillion is what I counted up. [00:10:33] Stephen Boyle: Yeah. [00:10:34] Vince Menzione: But it’s saying a lot about like, what do I do now, like as these partners in the room. Um, how, I think you kind of already, and you’ve talked about this, about differentiating where Microsoft is, I think J Slide does a lot of justice there. It says how, uh, Microsoft Partners came into the room, surrounded the customer. [00:10:52] Vince Menzione: It feels like Microsoft has always leaned in big time on partners. Uh, more so I would say than any other organization out there. What would [00:10:59] Stephen Boyle: you say Joe Roses, my chief of staff, business manager and so many other things was telling me last night that, you know, we used to say 500,000 partners. [00:11:05] Vince Menzione: Yeah, [00:11:06] Stephen Boyle: it’s a, it’s a significantly higher number than that as well. [00:11:09] Stephen Boyle: So there’s an element of, you know, back to the deer in the headlights, which partners are, are more important. One of my other phrases that I say on a regular basis, the winners and losers are yet to be decided in this next wave. Like, I want all of us to on the right side of that argument. Right? But, but it’s gonna be a challenge and, and companies are going through shifts. [00:11:28] Stephen Boyle: You know, Accenture, maybe, possibly doesn’t need 750,000 employees in the not too distant future. Maybe TCS at 600,000 doesn’t need 600,000 human employees. So we’re going through this dramatic shift of, you know, what’s the right balance going forward. What I would say about Microsoft is notwithstanding the fact that we’ve figured this out for 51 years, which is a little bit mind blowing, um, that you know, all the way back in the seventies we’ve gone through so many iterative changes. [00:11:56] Stephen Boyle: People have questioned just like they’ve questions. A lot of other technology companies, are you gonna be around for the long haul? I think we’ve proven time and time again, and I love Jay’s story. I’ve used that myself about how many companies disappear on a, on a decade to decade, you know, business. 10 years ago I had the opportunity to listen to Craig Clayton Christensen, who’s sadly no longer with us. [00:12:15] Stephen Boyle: Yeah. But you know, the books that he wrote and the story that he told to Microsoft 2014, we were nowhere in cloud. [00:12:21] Vince Menzione: Yeah. [00:12:22] Stephen Boyle: AWS was so far ahead of us, it was crazy. And he came in and he’s like. You know what? You guys need to be successful. You need to figure out how to cross this chasm again, and we’ve done it time and time again. [00:12:32] Stephen Boyle: You can go back. You know, Microsoft used to be known as a fast follower in ai. I don’t think we’re a fast follower. I think we’re right up there. We’re right at the front, but that race is still being run and the winners are losers are yet to be decided. [00:12:44] Vince Menzione: I was in that room with Clayton Christensen with you, by the way. [00:12:46] Vince Menzione: I remember, I remember that. That was at a Prism conference. [00:12:49] Stephen Boyle: Yeah. Yeah. [00:12:50] Vince Menzione: You men, you touched on this with the GSIs a little bit. How do you see the roles evolving? You know, we, we, we bucketed all, we’ve always been. Fantastic about bucketing ISVs or SDCs and sis and digital natives. Yeah. How does it, how does that all come together? [00:13:06] Vince Menzione: Does it come together any differently in this new AI platform era, or is it the same? [00:13:11] Stephen Boyle: I look, I, I’ve said this for a long time, like if you go into AstraZeneca, the six plus, you know, frontline partners, there’s probably a whole board of second, third tier that, that we don’t know about doing, you know, things across the AstraZeneca group. [00:13:25] Stephen Boyle: It takes several villages and sometimes a small town, especially in my world, in the enterprise world, strategic five hundreds. Yeah. Um, you know, we, we ran some reports a few years ago and it is shocking how many global systems integrators have a footprint in Shell or Exxon or, you know, bank of America or whatever else. [00:13:44] Stephen Boyle: So I’ve always believed that partner to partner is critical. Yeah. I think it became even more critical in the, in the AI world, and I’ll take my new friends at Anthropic. So I went to the first Anthropic partner Summit. Some of you might have been down there in, in San Diego, um, just a couple of months ago. [00:13:59] Stephen Boyle: Same partners, same people from the same partners. In the room, you know, talking about what they’re gonna do together with Anthropic. Um, and I’m looking out across this audience going, okay, well I know him and I know her and I know those guys, and like, I need to figure out how I’m gonna weave this together. [00:14:14] Stephen Boyle: So it’s not just an Accenture and Anthropic or an NTT data and anthropic, but it’s an NTT data plus anthropic plus Microsoft. Story going forward. And then who’s best at delivering those services capabilities? So it’s it at every juncture that I see in the, in the partner community, and this is the, the reason why I argued vehemently with Nick, that it has to be one organization I’m gonna create maybe given a little bit away. [00:14:40] Stephen Boyle: So if you’re recording, stop now. Um, I’m gonna create an enablement organization that is partner agnostic. I don’t necessarily care. I do care about the digital natives, but I don’t care about how I train them. Right. What I’m more important of is how do I train the digital natives in what the sis are doing, and how do I train the sis and what the ISVs Plus digital Natives are doing. [00:15:01] Vince Menzione: Yeah. [00:15:01] Stephen Boyle: That is my, that’s my game plan. If I fail there, then I think we fail to raise the bar and be differentiated in an AI world, and I’m not set up like that today. [00:15:12] Vince Menzione: I wanna, I wanna ask you, uh, uh, because I was looking at Jay’s slide and the, the managed piece is. And we have a lot of managed service providers in this room today. [00:15:20] Vince Menzione: A lot of them, by the way, come from the old school of managed services. The managed piece seems to be like, if I’m doing something today with ai, we’re gonna talk about security next, uh, up on stage here. It seems like there’s a new set of skills or a different approach to the customer, don’t you? Don’t you agree? [00:15:37] Stephen Boyle: I I [00:15:37] Vince Menzione: think you need to keep your hands on the steering wheel at all [00:15:39] Stephen Boyle: times. I think what it boils down to is you can’t do AI unless you do certain other things. [00:15:44] Vince Menzione: Yeah. [00:15:44] Stephen Boyle: Right. You could be a modern work specialist and you could make a lot of money being a modern work specialist, or you could be a, a dynamic specialist. [00:15:52] Stephen Boyle: We just held our, uh, inner A in a circle conference last last week, which I was disappointed to miss for the first time in a few years. Those, those days are, are, are fast becoming over. [00:16:03] Vince Menzione: Yeah. [00:16:04] Stephen Boyle: Um, why? Because everything that I’ve just said is tied together by ai. Yes. And in order to do good ai, you need good data. [00:16:12] Stephen Boyle: And in order to trust everything that you’re getting, as Judson talks about trust and intelligence, you need to wrap that in a really secure [00:16:19] Vince Menzione: Yes. [00:16:19] Stephen Boyle: You know, en en environment. Now we will do our best to provide levels of security into how we deliver ai. But that’s not the end of the game, right? You have to take it all, all the way to the edge. [00:16:30] Stephen Boyle: So that’s why a siloed partner or a singular commercial solution area partner in Microsoft’s terms, has got to transform its business. ’cause if you’re gonna do ai, you’ve gotta do those other things as well. [00:16:41] Vince Menzione: Agreed. I must see the model changing, and in fact, I see like bigger organizations becoming managed service providers in many respects. [00:16:48] Stephen Boyle: Yeah. Yeah. I mean, look, there’s still, there’s still a role for all the old terminology you mentioned is SV to sdc. Yeah. I’m like, I’m been around long enough. Look, it’s ANB still anv, it’s still an isv. Thank you. Independent software vendor. Um, and it’s, you know, where, where AI is allowing software to be, you know, frankly developed in a number of different places. [00:17:07] Stephen Boyle: We are all citizen developers. Um, you know, I was on a call with our internal leadership yesterday, um, and you guys might have heard this story ’cause I think it came out at Ignite. When we turn the agent 365, around and on ourselves. We found 130,000 agents running across Microsoft that had been developed and deployed internally with, I mean, you could call it shadow it. [00:17:28] Stephen Boyle: I guess that would be one phrase that you would use for it, but the reality is if you, if you haven’t got something to do your job today, you have the tools. To build it really, really fast. Um, and that, you know, that’s, that’s a great opportunity for people to be able to do their work, you know, in a better and in a different way. [00:17:45] Stephen Boyle: But it’s also a huge opportunity to make sure that data governance and security and all the other things that we need to deliver are there out of, out of the gate and out of the platform that we deliver. So security’s absolutely critical. Not saying that managed services won’t grow, um, at, at some level as well, but only if they transform into this multifaceted way. [00:18:04] Stephen Boyle: Yeah. Thinking [00:18:05] Vince Menzione: about, well, that’s what I was, I was gonna lead to here with innovating. It’s happening across, I mean, we’re talking about chips, we’re talking about foundational models, LLMs, we’re talking about applications, we’re talking about agents. How should we think about where to play and how to differentiate as partners in this room? [00:18:22] Stephen Boyle: I think. [00:18:25] Stephen Boyle: So look, I mean, one, one of the ways that Judson talks about it is I think silicon’s gonna change over time. Yes. NVIDIA’s definitely the 800 pound gorilla, maybe the 8,000 pound gorilla. Yeah. Uh, but you know, if you read the press, there’s, there’s things happening in, in different places as first party silicon, which we clearly are, are developing, um, in a quantum direction for sure. [00:18:45] Stephen Boyle: Um, there’s lots of different language models that haven’t even been launched on, on, on the marketplace yet, so. You know, Judson’s trying to uplevel our conversations. You’ll hear us talking about conversations more and more as we go into FY 27, um, that obviate all of those layers. Just like even when I was selling Sun Microsystems, it was about the business outcome and the business solution that we were solving for not necessarily the fastest piece of hardware or the best client service solution on, on the market. [00:19:17] Stephen Boyle: So I think what’s gonna happen over the next 12 to 24 months is we’ll have so many different models to choose from. We’ll have more silicon to choose from, but those won’t be the real buying decisions. The real buying decisions of what? How am I trying to transform my finance organization, my HR organization, and my supply chain? [00:19:36] Stephen Boyle: Because the underlying technology, Judson says commodity I, I guess I can go with that. It will be commoditized and we’ll really start to focus back on what the important things are. We’re moving a lot from pilot to production. You guys have probably seen that. The numbers that Jay just showed about how many. [00:19:52] Stephen Boyle: Projects are failing, is getting less and less because we’re getting smarter and smarter about what it takes to actually drive the business outcome. And I need all of us to be talking that same language. Yeah. Having conversations with head of HR about how we’re gonna transform human capital management in the, in the age of agents, if you like, like the underlying platform. [00:20:14] Stephen Boyle: It’s not, don’t worry about it. You wanna be on a secure platform. Don’t get me wrong. But at the same time, I don’t think we, we spent too much time worrying about that. [00:20:21] Vince Menzione: Yeah. We’re not, what you’re saying is we’re not spending enough time on outcomes. On the business outcomes. Right. And that’s where we need to focus. [00:20:27] Vince Menzione: We’re, we’re focusing on, I, I feel like we’re, it’s a signal to, to noise ratio that we’re living through right now. There’s too much noise. [00:20:33] Stephen Boyle: Yeah. [00:20:34] Vince Menzione: And we’re not focusing on the signal. I think that’s what you’re saying. [00:20:36] Stephen Boyle: I, it’s got to be, I mean, to be honest with you, it’s always been, you know, even when I sold what I would perceive, you know, sun in the nineties was a rockman ship to the stars and, you know, kind of sad what happened to that company. [00:20:47] Stephen Boyle: Um, but we, we were, we were fixated on, we had the best client server. But, but nobody was buying, you know, a piece of Sun hardware as a room heater, which is all it did, you know, like for the longest. But if you had SAP, if you had Cybase, if you had Bond, remember Bond, I mean all of those applications that drove the business outcomes, we’ve gotta get back to that kind of mentality. [00:21:09] Stephen Boyle: Yes. And worrying a little bit less about the underlying architecture. Yeah. It needs to be, it needs to be part of the conversation. ’cause it needs to deliver trust and security and intelligence and everything else. Then you need to rapidly move to what are you trying to achieve and how can we ensure the, the, the success of, of your business outcome. [00:21:27] Stephen Boyle: And look, I mean, Palantir pri you know, sort of came out and said, well, the way we do that is through forward deployed engineering. Um, and they stole the show. And, and, you know, they’re, they’re doing very well as a result of doing that. Uh, but if you go and talk to, um, Tom Siebel’s organization at C3 ai. [00:21:43] Stephen Boyle: They’ve had FDS for quite a while. You know, I told you about John Chuchu 10 years ago. John Chu, Chuck’s job was to go and get all the applications that we needed on the Microsoft phone. Remember that? [00:21:54] Vince Menzione: Yes. Um, [00:21:55] Stephen Boyle: you know, so we’ve pivoted John o over the years to doing what he’s doing now, which is to go sometimes in partnership with, with partners into the customer and say, what is it you’re trying to achieve? [00:22:05] Stephen Boyle: Let me show you how I can build that for you in three weeks or three months. That might have taken you three years. We literally just did a hackathon with one partner last, last, last week with, uh, with our ISE organization, the, the, the forward deployed, uh, group that John runs. Um, and one of the big customers said, I’ve just done in three days what would’ve taken me three months. [00:22:26] Stephen Boyle: Now he hasn’t productized it and rolled it out and blah, blah, blah. But the reality is that is how fast things are changing. And this was not a small company. This was a very, very large oil company, and they were like blown away by how much we can achieve. We’ve gotta do that at scale. [00:22:41] Vince Menzione: Yeah. [00:22:42] Stephen Boyle: You know, we, we have a commitment to scale our FDE community through partnerships to touch all of the S 500 in a very personalized way. [00:22:51] Stephen Boyle: And then, you know, at a slightly, you know, lower ratios down through the, through the majors and into, into Nicole’s SME and C world as well. [00:22:59] Vince Menzione: Jay talks about the decade of the ecosystem. He coined that term back, back on a podcast way back in nine, in, uh, in 2020. Microsoft has been at the, for, we used to call partner to partner back, back in the day. [00:23:10] Vince Menzione: Mm-hmm. Do you remember those days? How do you think about this ecosystem evolving and what steps are you taking to help bring these organizations together? Because I, I, again, we look at the seven seats or 6.3 seats at the table. The customer has the power now that they didn’t have before. ’cause they have the commitment with like with Microsoft and they can buy off of the marketplace and pull together multiple organizations to go, go do that. [00:23:34] Vince Menzione: How do you think about helping to orchestrate that as the leader of the enterprise partner business? [00:23:39] Stephen Boyle: So I’ll start with a really big example, and I’ll try and sort of scale it down a little bit. But my friends at Accenture, with the Accenture, Microsoft Business Group, we spend an awful lot of time, you know, in, in each other’s pockets, in each other’s deals. [00:23:51] Stephen Boyle: We know everything that’s going on in the Accenture, Microsoft Business Group. And a couple of weeks, or maybe a month or so ago, I was told that the Microsoft Business Group is now larger than the SAP Business group. It probably flip flops. [00:24:03] Vince Menzione: Yeah, [00:24:04] Stephen Boyle: it won’t be too long before the Anthropic Business Group is bigger than both of those. [00:24:08] Stephen Boyle: So what I need my Microsoft team to do is to not spend all of their lives in the. A MBG, the Azure, the Accenture, Microsoft Business group, but to go make friends in the Anthropic Accenture Business group and frankly still to make friends in the SAP business group and maybe in the Oracle Business Group and the list goes on. [00:24:27] Stephen Boyle: So at a macro 11, in the very largest accounts where we haven multiple practices, where we haven’t spent time before, I’m gonna. Push my people into uncomfortable zones and I’m gonna push them to go into those other areas and I’m gonna load them up with technical talent and cloud solution architects and ai, you know, forward deployed engineers. [00:24:45] Stephen Boyle: And I’m gonna force different people to talk together that haven’t talked together. So I can do that in TCS. I can do that, Capgemini, I can do that. Um, you know, in Europe with Capgemini and Misra is a classic example. Um, with the, with the Indian sis, Indian based sis, they’re all big enough where I know all the practices exist. [00:25:04] Stephen Boyle: I just need to do a better job of, of talking to them. Now, when you downsize that into, you know, into a, a company that doesn’t have all of that scale, this the same truth still holds. I need to talk to people who aren’t necessarily motivated every single day to do something with Microsoft. I need to talk to people who are motivated to do something with an AI partner or even a traditional SaaS partner. [00:25:27] Stephen Boyle: I noticed yesterday, actually no, this morning I got a notification that we just passed, um, a billion dollars in revenue on the marketplace with ServiceNow. [00:25:35] Vince Menzione: Nice. [00:25:36] Stephen Boyle: Um, and I think AWS announced the same thing, by the way this month as well. Um, so thank you to the ServiceNow people. Yeah. Um, you know, that is that there’s a tremendous demonstration of how far we’ve come in marketplace. [00:25:48] Stephen Boyle: ’cause that’s another one where we trailed AWS quite significantly. But with the right partnerships. And driving the right motions, we can, you know, we can definitely catch up and we will continue to pass, uh, some of, some of the other hyperscalers in, in, in that way. So really the bottom line to your question is partner to partner is still real. [00:26:08] Vince Menzione: Yeah, [00:26:08] Stephen Boyle: how we do it and what we use to tie things together. And I know that compensation drives behavior and we’re not gonna get into a compensation about like how we get compensated and everything else, but the reality is I’ve gotta break down those barriers and those silos and I’ve gotta deliver real meaningful enablement and practice development so that, so that the people who sit in the Anthropic business group and the people who sit in the Microsoft Business Group are spending as much time together as they are with me. [00:26:34] Stephen Boyle: That makes sense. Simply put, that’s what I, I need to achieve at scale rapidly. [00:26:40] Vince Menzione: So to, we’re getting close to time here, but as you look forward, what would define the most successful partnerships in this ecosystem? Is it, is it what you described, the opening up the aperture or for the, for the leaders in the room here today, what should they go do better and differently? [00:26:58] Stephen Boyle: Um, so obviously we’re closing out this fiscal, we’ve got Microsoft start and Microsoft start for partners coming up in July. Um, I mentioned the fact that we’re, we’re driving. Cu customer engagement through the lens of conversations and how do we achieve business outcomes? I would encourage you to, to gravitate, if you like, above the commercial solution areas where you might have understood, this is how I interact with Microsoft today. [00:27:23] Stephen Boyle: Um, and abstract it up to that AI layer. You know, think about trust, think about intelligence, think about business outcomes, and how do I potentially weave together a story? If I’m in the dynamic space, how do I get better in data? If I’m in the data space, how do I get better in. In that modern work environment, but really use AI as the overlay to, to help tie that together. [00:27:44] Stephen Boyle: That’s one thing. The second thing is if we’re not training you in the right direction, it’s stevenBoyle@microsoft.com. Let me know. Awesome. Um, we’ve got programmatic stuff, um, you know, and we’ve got high touch stuff as well. So I think this is, this is another time where Microsoft is gonna over pivot on all of the training and enablement that we need to do to make sure that you’re, you know, you’re grounded in our platform. [00:28:07] Stephen Boyle: Um, I think there’s a huge opportunity with this agenda future to become more of a software partner. You know, even the deepest services organizations are going to need agents, and the more successful ones will be the ones that can turn on those agents in a repeatable way. So. Our agents, the new SaaS. I’m not exactly saying that, but I think that the agen future is one where even the more services oriented companies will, will have teams of agents that they’re deploying. [00:28:35] Stephen Boyle: In fact, I had a very, very large systems integrator, um, in, in the EBC just about a month ago, three weeks ago. Um, and I was sat next to their head of consulting and he showed me what he called his God dashboard. Uh, and right in the middle of his God dashboard there are like 450 accounts. All of whom I recognized, ’cause they were all in the enterprise, right in the middle of his dashboard was, how many tokens am I spending? [00:29:00] Vince Menzione: Yeah. [00:29:01] Stephen Boyle: Like, not like what’s my daily runway? You know, not am I making a profit on that account or anything else like that is like, how many tokens have I consumed? Yeah. Because there is an awful lot of, that is the new juice, if you like. That’s, that’s driving the success. You can have the smartest people on the planet, but you’ve got to still arm them with all the best tools that are available out there. [00:29:22] Stephen Boyle: So it’s fascinating to listen to him, how he had gone through that thing of, you know, agent sprawl, how many are really working, how many are not working? How can we prove that? You can prove it through, you know, managing your tokens. There’s a new version of. Finops for tokens, for want of a better phrase, that’s gonna be critical for us all to understand. [00:29:40] Stephen Boyle: ’cause they’re not cheap, they’re not free, that’s for sure. And, and they might not be cheap if you’re not, if you’re not managing them and using them effectively. Yeah. So that’s the other thing that I would really get on top of. And, you know, we’re gonna make some announcements in the not too distant future about the consumption driven future. [00:29:56] Stephen Boyle: Um, that, that we will, that we will deliver with our first party and third party platforms going forward. So that’s another. Another critical thing [00:30:03] Vince Menzione: sounds like some exciting announcements. Pretty soon. [00:30:06] Stephen Boyle: Yeah, could look close. Quarter four, help me close. Quarter four. Yes. That’s priority number one, two, and three right now. [00:30:12] Stephen Boyle: Uh, but get ready for some, you know, for some new announcements in July. Um, look, the future is incredibly bright with Microsoft. It’s incredibly bright in the industry as a whole, right? I mean, let, let’s be honest, the, the growth targets that we will have for ne next year are astronomical, and we will not make them without the partner community that we have, without training and enabling the partner community that we need for tomorrow. [00:30:34] Stephen Boyle: So like, stay close, you know, stay engaged. Talk to your partner development managers, talk to the talk to field reps, talk to the accounts that that, that you are in, and stay as close as you possibly can to our emerging strategy. And, um, you know, look, I, I think if I had fivefold or tenfold the people I have today, I still wouldn’t be able to touch everybody that I would like to touch in the partner community. [00:30:58] Stephen Boyle: So I’ll apologize in advance. Um, but we’re gonna have some, you know, some really cool ways of learning. Um, and we’re gonna make sure that they’re available to the widest possible audience. [00:31:07] Vince Menzione: Well, we bring the practitioners and the experts in the room to help with that as well. Right? Yeah. Because you can’t always have a partner development manager tied to everybody in the room. [00:31:14] Stephen Boyle: I, I would do hackathons on AI every week with every partner and every part of the world, but I can’t. [00:31:19] Vince Menzione: Yeah, exactly. Well, so good to have you today. Thank you. So good to see you again. I don’t know what your schedule is like. I, we didn’t, we don’t have enough time for questions. [00:31:28] Stephen Boyle: That’s cool. [00:31:28] Vince Menzione: From the audience. [00:31:29] Stephen Boyle: I’m gonna stay around for a little [00:31:30] Vince Menzione: while this [00:31:30] Stephen Boyle: morning and I’m coming back [00:31:31] Vince Menzione: for cocktails. Alright, terrific. So. Stephen Boyle will be here for cocktail hour. Thank you. Four 30 and uh, I wanna thank you, sir. So good to have you. Thank you. Good to see you. Absolutely. [00:31:42] Stephen Boyle: So much. Absolutely. Hey, thanks everybody. [00:31:43] Stephen Boyle: Thanks for what you do today, and hopefully thank you for what you do tomorrow as well. [00:31:46] Vince Menzione: Thank you. An incredible leader. [00:31:49] Stephen Boyle: Don’t forget, ultimate [00:31:51] Vince Menzione: partner Alive is coming soon, June 18th at our executive breakfast in New York. I hope to see you there.Description The Future of Tech is Here. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ I

Fred Laluyaux has spent 25 years on the same problem: enterprises are drowning in decisions no human should be making. With 50 million digitized decisions across companies like Unilever, Exxon, and Hershey, he now has the data to prove it. When operators override the machine, performance goes down. Not sometimes — in aggregate, every time. In this episode, Fred breaks down the agentic vs. deterministic tradeoff most CIOs are getting wrong, why the software stack most companies rely on today is heading for collapse, and what a company whose entire stack is just SAP and Aera tells you about where enterprise software is going. Hit play. 3 Takeaways: After 50 million digitized decisions, the data is clear: when operators override the machine, performance drops. One Aera customer runs their entire operation on SAP and Aera. Nothing in between. That's where the stack is going. Fred calls them "born in digital" decisions — they can't be made by humans because the value is gone before the meeting starts. Chapters: [03:08] Fred's Career Journey and Lessons Learned [05:17] Why Aera Was Created [05:45] The Vision for a Self-Driving Enterprise [08:28] The Decision Memory Problem in AI [10:28] The Reality of AI ROI [11:58] From Analytics to Decision Intelligence [12:56] Humans vs Fully Autonomous Systems [15:28] What It Means to Digitize Decisions [18:42] How Aera Actually Works [22:42] Trust, Governance, and the Waymo Analogy [27:51] Deterministic vs Agentic AI [29:13] The Cloud Capacity Wake-Up Call [30:15] Where Aera Fits in the Enterprise Stack [31:54] Fast ROI and the “4-4-4” Framework [32:55] Why the Software Stack Is Collapsing [36:21] Delayering Organizations and New AI Roles [39:02] Born-Digital Companies and Micro-Decisions [43:57] Explainability, Governance, and Feedback Loops About Fred:  Fred Laluyaux is Co-Founder, President, and CEO of Aera Technology, the leader in decision intelligence and creator of Aera, the first decision intelligence agent. An entrepreneur and Silicon Valley veteran, Fred brings an impressive track record building successful startups and driving technology innovation. Prior to launching Aera, Fred was the CEO of Anaplan, which he grew to a $1 billion valuation. He has held several executive positions at SAP, Business Objects, and ALG Software. As a thought leader on the future of work and host of the Decision Intelligence podcast, Fred frequently shares his vision with influencers through media interviews and speaking engagements at industry conferences. His views have been published in business and trade publications. A technology and startup advisor, Fred is an investor and active board member of several startups in the U.S. and Europe. Guest Highlights: "We're in 2026, and the reality is that our models have not changed for 100 years. We're still relying on people to decide how to forecast, how to allocate inventory, how to change a plan." "We've got enough data, I mentioned the 50 million decisions, to demonstrate that whenever the humans are touching the system and are messing with the recommendation, they actually degrade the performance." "The autonomy is not another version or better version of my planning tool or my replenishment tool. It replaces the need to have a human touch with that software, and therefore I don't need that software anymore." Get Connected: Ian Faison: https://www.linkedin.com/in/ianfaison Fred Laluyaux: https://www.linkedin.com/in/flaluyaux/ Our Sponsor:  This episode is brought to you by Aera Technology. Enterprise AI has hit its stride. Across industries, companies are moving beyond pilots and proofs of concept, and into real, enterprise-wide results: better decisions, faster execution, and meaningful bottom-line impact.  Aera's agentic decision intelligence is built to help you seize the opportunity. Aera dynamically composes decision flows using unified decision data and multi-engine orchestration to drive action at scale. It continuously senses what's happening across your enterprise, recommends and executes the best course of action within your transaction systems, and learns from every outcome to keep improving. Leading global companies are already using Aera across supply chain, inventory, logistics, and finance, delivering rapid ROI through reduced costs, lower working capital, and better customer outcomes. This is the self-driving enterprise. And it's here now. Visit AeraTechnology.com to book a demo Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Steve Cress shares Pro Quant Portfolio's impressive returns (0:45) 3 stocks from the brand-new Quant Growth & Income Portfolio (6:30) Q&A with Steve (13:30) Thoughts on SpaceX IPO (37:25)Show Notes:Know When To Hold 'Em And When To Fold 'EmA Free Peek Inside The Quant Growth & Income Portfolio: 3 Top Stocks3 Stocks To Buy From Alpha Picks/Pro Quant PortfolioTranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Look Forward breaks down the $1.776 billion anti-weaponization slush fund collapsing in spectacular fashion. Ted Cruz said GOP senators literally "screamed" at Acting AG Todd Blanche in one of "the roughest meetings" of his Senate career. The fund is officially dead per Blanche, but Trump called it "a beautiful thing" and refused to commit to permanently scrapping it. Dead but not buried.The House passes a war powers resolution 215-208 in which four Republicans (Barrett, Davidson, Fitzpatrick, Massie) finally joining Democrats to push back on Trump's three-month unauthorized Iran war. Thirteen US service members dead, $25 billion spent, $5 gas and Congressional Republicans are just now getting on board to end this. A federal judge orders Trump's name removed from the Kennedy Center. Debbie Wasserman Schultz primary challenge debate: obligation to step aside or are critics targeting the wrong person?Exxon warned this would happen and now oil inventories are depleting as the Strait of Hormuz stays disrupted. DOGE axed screwworm prevention programs, and now screwworm is back in Texas cattle ready to drive up beef prices. Trump admin moves to give OMB total control over science grant distribution in yet another move to consolidate power. SCOTUS hands us another "we told you so" on Alabama gerrymandering. Trump's new director of national intelligence (DNI) pick Bill Pulte has literally never worked in intelligence. Lastly, Trump endorses "hardworking" NJ congressman Tom Kean Jr. who has not been seen for three months.Look Forward is a weekly progressive political podcast covering U.S. politics, government policy, Democratic strategy, elections, voting rights, Supreme Court rulings, and political news. Featuring progressive commentary, political analysis, and unapologetic opinions on the fight for democracy. Hosted by Jay and Brad. A TNP Studios production. New episodes weekly on Spotify, Apple Podcasts, YouTube, and all major platforms. For more TNP Studios content, check out The Nerdpocalypse (movie & TV news), Black on Black Cinema (Black film reviews), and Dense Pixels (video game news).

Join Jim and Greg for the Tuesday 3 Martini Lunch as they wade into the major Democratic Party infighting over Graham Platner, oil company executives warning gas prices could get much higher soon, President Trump scrapping his $1.8 billion "anti-weaponization fund," and Illinois Democrats on the brink of losng the Chicago Bears.First, Jim and Greg discuss the intense divide among Democrats over scabdal-ridden Maine U.S. Senate candidate Graham Platner and whether Platner will really be the nominee come November.Next, executive from Exxon and Chevron warn that gas prices could go much higher very soon as oil and gas reserves shrink. Jim and Greg consider the economic and political impacts.Then,they discuss President Trump agreeing to end his Justice Department fund reimbursing Americans that Trump sees as victims of Biden administration prosecutions.Finally, Jim and Greg explain why Illinois Democrats seem to be forcing the Chicago Bears to move to Indiana.Please visit our great sponsors:QuoMoney is on the line. Always say hello with QUO. Try QUO for FREE PLUS get 20% off your first 6 months when you go to https://Quo.com/3ML ZocDocStop putting off those doctors' appointments and visit https://Zocdoc.com/3ML to find and instantly book a top rated doctor today.Pocket HoseFor a limited time, get two free gifts—a 360° rotating pocket pivot and a thumb drive nozzle—when you buy the Pocket Hose Ballistic; just text MARTINI to 64000, message and data rates may apply.New episodes every weekday. 

Join Jim and Greg for the Tuesday 3 Martini Lunch as they wade into the major Democratic Party infighting over Graham Platner, oil company executives warning gas prices could get much higher soon, President Trump scrapping his $1.8 billion “anti-weaponization fund,” and Illinois Democrats on the brink of losing the Chicago Bears. New episodes every […]

A core role of the US Department of Justice is to protect people from abusees by giant corporations.But DOJ's present inhabitants have twisted that mission bassackwards – using the agency to protect corporate abusers from people seeking justice. For example: Big Oil. This massive polluter is insisting that government authorities must save it from its own transgressions. For decades, multibillion-dollar behemoths like Exxon have known that their fossil fuel emissions are increasing climate change, causing catastrophic destruction and deaths from intensified fires, floods, etc. Numerous lawsuits have now been filed demanding that the profiteers behind these horrific losses pay a fair share of the damage they've done.“Noooo,” whined the petro-perpetrators, scampering to Washington and to Republican statehouses to lobby for retroactive blanket immunity from all responsibility. Sure enough, top GOP officials are racing to bail out this murderous industry, which – by the way – finances the political campaigns of those oily officials.But wait… there's much more:* Our so-called “Justice Department” has sued Hawaii and Michigan to deny a “state's right” to sue energy corporations that cause climate change.* A GOP group of state attorneys general are proposing a nationwide “liability shield” that would preemptively excuse oil, gas, and coal polluters from any responsibility for climate damages.* The same group wants the federal government to cut funding to any state or city that sues energy corporations.* And King Donald has decreed that the justice department stop all laws, policies, and suits that “threaten” fossil fuel production.This is blantantly corrupt plutocracy… not to mention stupid! To help stop it, go to Center for Climate Integrity. ClimateIntegrity.orgJim Hightower's Lowdown is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jimhightower.substack.com/subscribe

SHORT DESCRIPTION Major corporations are abandoning blue-state headquarters, and the reason may not be what most people think. Tara and Roger examine claims that companies are increasingly relocating because of legal environments and court systems rather than taxes. Plus, a closer look at high-profile lawsuits, corporate relocation trends, and concerns about judicial fairness. FEATURED STORIES 1. Corporate Headquarters Continue Moving South A growing number of major corporations have relocated headquarters from traditionally blue states to states such as Florida and Texas. While tax policy is often cited as the primary reason, Tara argues that legal and judicial environments are becoming a larger factor in relocation decisions. 2. Exxon Signals Court Concerns Exxon's relocation was highlighted as one of the first examples where company leadership openly referenced legal and regulatory concerns. Executives emphasized the importance of operating in jurisdictions where judges, juries, and lawmakers understand the energy industry. 3. Florida Emerging as Corporate Safe Haven The discussion focused on Florida's growing appeal to large corporations seeking what they view as a more predictable legal environment. Tara argues that businesses increasingly view certain states as offering greater legal certainty and protection from politically motivated litigation. 4. The Zuckerberg Example Meta founder Mark Zuckerberg was cited as an example of a corporate leader facing legal challenges in blue-state jurisdictions. Tara argues that lawsuits targeting major technology companies are influencing where executives choose to base operations and investments. 5. Trump Cases Continue To Influence Corporate Thinking The show examined several legal cases involving President Trump, arguing that corporate executives are closely watching how courts handle politically charged litigation and adjusting business strategies accordingly. KEY TAKEAWAYS Corporate relocations may increasingly be driven by legal concerns rather than tax policy alone. Florida and Texas continue attracting major corporate headquarters. Business leaders are paying close attention to litigation risks and court jurisdictions. Concerns over judicial predictability are becoming a larger factor in corporate decision-making. High-profile political and corporate lawsuits are shaping relocation strategies nationwide. QUOTE OF THE DAY "They're not moving because of taxes anymore. They're moving because of the courts." SOCIAL MEDIA TEASER

EPISODE DESCRIPTION Something bigger than taxes is driving America's corporate headquarters out of blue states—and executives are finally saying it out loud. In this episode, we break down the accelerating migration of major companies like Exxon and Silicon Valley giants into red states, not for payroll or tax relief, but for something far more fundamental: the legal system itself. From claims of “hostile courts” and unpredictable verdict environments to high-profile cases shaping corporate risk calculations, this conversation explores whether America is splitting into competing legal realities—and what that means for business, politics, and the future of investment in the United States. OPENING HOOK Finally, somebody said the quiet part out loud. For years, we were told corporations were fleeing blue states because of taxes, unions, or cheaper labor. But now executives are saying something different entirely: It's the courts. Not the tax code. Not the workforce. The legal system itself. SEGMENT 1: THE GREAT CORPORATE RELOCATION Big corporations are moving headquarters out of states they've been in for decades. California, New York, New Jersey—places that once anchored American business power—are losing companies at a steady pace. And according to executives, it's not about simple economics anymore. It's about legal predictability. Companies are increasingly choosing jurisdictions where courts are seen as more stable, more consistent, and less politically driven. Florida and Texas keep coming up—not just for taxes, but for legal structure and federal court alignment. SEGMENT 2: THE EXXON SIGNAL The clearest admission yet comes from ExxonMobil. When the company moved its legal headquarters from New Jersey to Texas, leadership didn't center taxes as the deciding factor. Instead, they pointed to something more sensitive: “Regulatory environment” and “hostile courts.” Executives emphasized the importance of operating in a state where legislators, judges, and juries “understand the business” and where legal exposure feels more predictable. Even more significant, the company aligned itself with a federal court jurisdiction outside Houston—highlighting how granular legal geography has become in corporate strategy. SEGMENT 3: THE ZUCKERBERG EFFECT Tech is following a similar pattern. High-profile legal battles involving major platforms have raised concerns about jury-driven damages, regulatory pressure, and politically charged litigation environments. Meta's legal challenges in certain jurisdictions, particularly in California, have intensified debates about whether social media companies are being shaped through courts rather than legislatures. The result: increasing interest in relocating operational or legal structures to states seen as more protective. SEGMENT 4: JUDGE SHOPPING AND LEGAL STRATEGY Behind the scenes, corporate legal teams are adapting. One growing practice is “judge shopping”—strategically filing cases in jurisdictions believed to offer more predictable outcomes. This isn't new, but it's becoming more central to corporate survival strategy as legal variability increases between states and federal districts. The concern from executives is not just losing cases—but facing inconsistent legal interpretations depending on geography. SEGMENT 5: THE BROADER DIVIDE What emerges is a fractured map of the United States: Some states are seen as business-friendly legal environments Others are viewed as high-risk litigation zones Federal court districts are now part of corporate relocation strategy In this framework, companies aren't just choosing where to operate. They're choosing which legal universe they want to live in. CLOSING TAKE Whether this trend represents a correction, a warning sign, or a permanent restructuring of American legal geography, one thing is clear: Corporate America is no longer just following the money. It's following the courts. And that changes everything. ...

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  After more than a century in New Jersey, Exxon shareholders overwhelmingly backed moving the company's corporate home to Texas. The decision highlights how taxes, regulation, and business costs can influence where major corporations choose to operate—and reignites the debate over competition between states and the concentration of power in Washington.

Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he covers today's top stories shaping America and the world. In this Monday Headline Brief of The Wright Report, Bryan reveals that Iranian President Masoud Pezeshkian has reportedly offered his resignation, admitting the IRGC, not the civilian government, is now firmly in control of Iran and its stalled peace talks with President Trump. Bryan tracks satellite images showing Iran using the ceasefire to dig out buried missiles and drones, a US Hellfire strike on a cargo ship running the naval blockade, and warnings from Chevron, Exxon, and Aramco that global oil supplies could hit a panic-buying breaking point in just two to three weeks, with prices potentially spiking past $150 a barrel. He also covers Israel's deepest push into Lebanon in 25 years and the capture of the Crusades-era Beaufort Castle, then makes the case that Trump's best play now is a bare-bones Iran deal so he can pivot to the bigger threat at home: an Islamo-Marxist Democrat movement organizing violent ICE protests with funding from Roy Singham and George Soros. Plus, Bryan unpacks the concept of Taqiyya and what it means for vetting figures like Zohran Mamdani, a screwworm case creeping toward Texas cattle country, a promising new blood test that distinguishes four forms of dementia with 92% accuracy, and surprising research on how multiple AI chatbots can fact-check each other to deliver better medical answers. "And you shall know the truth, and the truth shall make you free." - John 8:32   Keywords: Bryan Dean Wright, The Wright Report, Monday Headline Brief, Masoud Pezeshkian resignation, IRGC control Iran, Iran peace talks, Trump Iran deal, Strait of Hormuz blockade, Hellfire missile cargo ship, oil supply crisis, $150 oil price, Chevron Exxon Aramco warning, Israel Lebanon invasion, Beaufort Castle, Hezbollah disarm, Benjamin Netanyahu, Gaza war, drug boat strikes, Caribbean cartel operations, screwworm outbreak Texas, Eileen Wang Arcadia California, Chinese Communist infiltration, Roy Singham, George Soros, Hassan Piker, Delaney Hall ICE protests, Brandon Greer, New Jersey ICE attacks, Mikie Sherrill, Markwayne Mullin self deportation, Zohran Mamdani, Fadhel Al-Sahlani, taqiyya, political Islam, dementia blood test Washington University, CBD nerve pain study, AI medical chatbots, ChatGPT Gemini Llama health accuracy

Trump and Bessent's $250 bill photo sums up the current moment, but under the surface the economy is tearing apart. AI stocks are ripping while credit card delinquencies hit 2008 levels. We get into why oil is artificially cheap, why data centers are becoming a political target, and the Bitcoin developments everyone is ignoring.

Today we´re talking about the kind of crime that makes you stop and ask a simple question: what were they thinking? In November 1992, Sidney Reso—a respected executive, a husband, and a father—stepped out of his home on what should have been an ordinary morning. Then within moments, he was gone. What followed is a […] The post From Routine to Ruin: The Kidnapping of Exxon Exec Sidney Reso appeared first on Tiegrabber.

Between May 26 and May 31, Strategy sold 32 coins for $2.5 million, and at an average of $77,135 per coin, according to a Monday filing. The sale comes after the company said it will pivot from Saylor's longstanding “never sell” strategy in favor of actively managing its balance sheet if it strengthens the company's financial position. ~This episode is sponsored by Uphold~ Uphold Staking ➜ https://bit.ly/UpholdXRPCard 00:00 Intro 00:10 Sponsor: Uphold 00:45 Strategy Sells Bitcoin 03:15 Phong Le: Did Strategy lose the plot? 05:00 Mike Novagratz CLARITY odds 06:30 Bitcoin $71K 07:00 Tom Lee: Investors rage quitting crypto 08:40 Stock market bubble 09:30 Anthropic 10:00 Andreas Steno: Road: Huge IPO sell signal 11:00 SpaceX 11:45 Iran talk suspended 12:40 Exxon warning 13:15 CLARITY  odds 14:00 Raoul Pal: Retail will be back 15:45 SWIFT #Crypto #Bitcoin #bitcoinnews  ~Michael Saylor Sells Bitcoin?

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Energy insiders are warning that global oil inventories are approaching dangerously low levels, leaving markets vulnerable to a massive price spike. With ongoing conflict disrupting supply chains and emergency reserves being drained, executives from Chevron and Exxon say crude prices could surge to $150+ per barrel if inventories fall further. Chris explains why the world economy may be far closer to an energy-driven recession than most people realize.

Louisiana reached an agreement with Exxon over “coastal land disputes.” We'll break down what we know about the deal and the different coastal damages lawsuits that have been going on with Keith Hall, Director of LSU's John P. Laborde Energy Law Center.

* Saints OTAs are underway, and we'll check in with Mike Hoss, the Voice of the Saints, about what we're seeing and what he's watching * Louisiana reached an agreement with Exxon over “coastal land disputes.” We'll break down what we know about the deal and the different coastal damages lawsuits that have been going on

What if the biggest AI winners aren't AI companies at all? Hosted by Michelle Martin, we unpack how Jardine Matheson is preparing its next chapter after a US$10 billion transformation spree, while BYD unveils China's most advanced EV chip in a push to dominate smart driving. Ford is also surprising investors as its energy-storage business emerges as an unexpected AI play, helping power a sharp rally in its shares. Meanwhile, Wall Street continues its march to record highs on strong corporate earnings, even as investors keep one eye on a fragile US-Iran truce and the risk of an oil price shock. In UP or DOWN, we track Brent crude, Dell's blockbuster AI-fuelled growth, Costco's record fuel sales, The Gap's stumble, plus Singapore-listed Valuetronics and OKP Holdings. Companies in focus: Jardine Matheson, BYD, Ford Motor, Dell, Costco, The Gap, Exxon, Valuetronics and OKP Holdings.See omnystudio.com/listener for privacy information.

P.M. Edition for May 28. Treasury Secretary Scott Bessent told reporters today that the U.S. and Iran are near an agreement, but that President Trump hasn't signed off on it yet. Iran signaled that a final deal isn't ready. Plus, 19 years after leaving Venezuela, Exxon Mobil is weighing whether to restart operations there. WSJ reporter Collin Eaton discusses the negotiations between Exxon and the Venezuelan government…and the company's dilemma. And in New York City, wealthy retirees are buying “med-à-terres” to have a place to stay when they come back to see their doctors. Journal residential real estate reporter Jessica Flint explains what's driving the trend. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcSnowflake just absolutely ripped the market apart after earnings, and honestly… this is the kind of move traders dream about catching early. We're talking about a monster gap up after announcing a massive AWS deal, raising guidance, and completely blowing past expectations. Meanwhile, OVTLYR had already flashed a buy signal weeks before the explosion happened.But here's where things get really interesting…While tech stocks are heating up hard, there are some weird signals showing up underneath the market right now. The S&P 500 and Nasdaq still look bullish on the surface, but fear and greed data is starting to tell a different story. That's the stuff most traders miss.In this breakdown, we're looking at the stocks and sectors getting real momentum right now:✅ Snowflake going full beast mode after earnings✅ Navitas Semiconductor flashing fresh bullish momentum✅ Groupon, Spotify, and Meta setting up strong✅ Carnival Cruise Lines quietly turning around✅ Energy stocks like Exxon and Chevron starting to crackThere's also a look at meme stock momentum coming back with AMC and BlackBerry making noise again.If you're trying to stay ahead of the next big move instead of reacting late, this is the kind of market breakdown you need in your routine.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Government seems to move slower than the pace of climate change, so do our votes for climate candidates and policies actually make a difference? ‍In this episode, we're connecting the dots between climate and policy and hearing from people around the world about how their governments' policies are affecting their lives and their regions. We're also catching up with HEATED editor-in-chief Emily Atkin to hear how climate reporting has changed over the past couple of presidential terms and how she keeps her head above water after a decade of reporting on climate. We'll also talk to Commons founder Sanchali Seth Pal about climate policies around the world that have actually worked. ‍If you're looking for resources to help you vote for the planet in the 2024 U.S. presidential election, or any upcoming U.S. election, here are some resources that could help: Vote Climate U.S. PAC's Voter Guide, Climate Cabinet's Climate Scorecard, League of Conservation Voter Scorecard.

In Ep. #128, Jerry talks with Tom Carter, president and co-founder of Ridgeline Research. Join us for a conversation on: Why companies like Exxon and Starbucks are moving to business-friendly red states Navigating corporate impact as part of a conservative coalition How Ridgeline’s American Conservative Values ETF handles corporate engagement See omnystudio.com/listener for privacy information.

──────────────────────────────────────── [00:02:10] Massey Lost — Turnout Rose 356% While Massey's Votes Rose Only 19%; Knight: I Don't Believe the Results Massey led until Hegseth visited and everything flipped. His votes rose 19% but overall turnout rose 356%. Knight: are we supposed to believe boomers who never voted before all showed up for Galerine? ──────────────────────────────────────── [00:08:22] The Most Expensive House Primary in US History Cost $32 Million — Reagan Won the Presidency for $58 Million The Massey/Galerine primary cost $32 million for one House seat. Knight: Ronald Reagan defeated an incumbent president in 1980 for $58 million. That's how far the corruption has risen. ──────────────────────────────────────── [00:17:34] Massey's Last Speech: 'Hegseth Was Here Yesterday — and You Stopped the War for a Day' Massey told his final rally crowd: Hegseth came here to campaign against me, and you stopped the war for a day. Knight: that's the clearest summary of what this race was actually about. ──────────────────────────────────────── [00:25:14] Marjorie Taylor Greene: Only Four Republicans Signed the Epstein Petition — Trump Came After Each of Them Greene: Trump told Johnson to block the Epstein vote. Johnson shut Congress early and refused to seat a new member whose vote would have mattered. Knight: if that isn't a confession, nothing is. ──────────────────────────────────────── [00:38:42] Jonathan Pollard Boasted on Camera That Israel Threatened Nuclear Weapons to Force the 1973 US Arms Airlift Pollard: Israel parked a plane with 'unconventional weapons' at Tel Nof and told the US to look — the airlift started the next day. The OPEC embargo followed as payback. ──────────────────────────────────────── [01:24:37] Trump Is the Swampiest Swamp Creature Ever — Mona Charen Documents the $1.776 Billion Slush Fund Charen: Trump set up a $1.776 billion slush fund, arranged that the Trump family will never be IRS-audited, and makes daily trades using insider knowledge through a family trust — not a blind one. ──────────────────────────────────────── [01:32:47] Transparency International Dropped the US From 16th to 64th in Corruption Rankings Since 2015 The US ranked 16th on Transparency International's index in 2015 — now 64th and falling. Celente: this is fascism — the merger of state and corporate power. ──────────────────────────────────────── [01:44:01] The Iran Crisis Traces Back to 1953 — Churchill Telegraphed Roosevelt to Overthrow Iran's Government for Oil Celente: our history with Iran goes back 73 years. Declassified Churchill-Roosevelt telegrams confirm the CIA overthrow of Mosaddegh was about BP and Exxon's oil — not democracy. ──────────────────────────────────────── [01:48:34] IEA: Iran War Turned an Oil Glut Into a Deficit — Gas From $2.91 to $4.55 Since the War Started The IEA reports reserves dwindling at a record pace. Gas was $2.91 the day before the Iran war; now $4.55 nationally, diesel up 60%. Turkey and Russia are selling gold to cover their losses. ──────────────────────────────────────── [01:55:39] Trump Said 'Peace Deal,' 'Hit Much Harder,' and 'Major Attack Tomorrow' — All on the Same Day Celente: Monday Trump told Axios Iran would be hit harder, told the Post they know what's coming, said at the White House they're preparing 'a very major attack tomorrow' — then announced a ceasefire. Minute by minute. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

   Ok, there is one thing we can all agree on.  Rashee Rice is not worthy of playing for the Kansas City Chiefs.  The terrible teammate, terrible friend and terrible partner is a continuing crap show that isn't good enough to stay.  Reports, as he's in jail for 30 days, indicate he broke his probation by getting high.  Other reports try to tamp it down and say this should have been served a year ago.  Then another report that he's hurt and out for two months.  Stop.  Just stop.    On to less controversial things like NPR having two listeners, yes two, that gave them gifts totaling $113 million and they still want to lay off employees.    The Trump ballroom is suddenly a military installation and security facility for the White House.  Yes please.    Bill Self opens up with the Athletic and his non retirement sounds even more confusing.    The new, biggest star in the NBA should be the last straw that leads to raising the hoop a foot and making the court bigger.    I got an email from a strange source encouraging me to get FIFA Fan Fest tickets.  This doesn't pass the smell test.    And in our Final Final an overnight clerk at and Exxon station tries to steal money without hurting his employer and gets arrested.

──────────────────────────────────────── [00:02:10] Massey Lost — Turnout Rose 356% While Massey's Votes Rose Only 19%; Knight: I Don't Believe the Results Massey led until Hegseth visited and everything flipped. His votes rose 19% but overall turnout rose 356%. Knight: are we supposed to believe boomers who never voted before all showed up for Galerine? ──────────────────────────────────────── [00:08:22] The Most Expensive House Primary in US History Cost $32 Million — Reagan Won the Presidency for $58 Million The Massey/Galerine primary cost $32 million for one House seat. Knight: Ronald Reagan defeated an incumbent president in 1980 for $58 million. That's how far the corruption has risen. ──────────────────────────────────────── [00:17:34] Massey's Last Speech: 'Hegseth Was Here Yesterday — and You Stopped the War for a Day' Massey told his final rally crowd: Hegseth came here to campaign against me, and you stopped the war for a day. Knight: that's the clearest summary of what this race was actually about. ──────────────────────────────────────── [00:25:14] Marjorie Taylor Greene: Only Four Republicans Signed the Epstein Petition — Trump Came After Each of Them Greene: Trump told Johnson to block the Epstein vote. Johnson shut Congress early and refused to seat a new member whose vote would have mattered. Knight: if that isn't a confession, nothing is. ──────────────────────────────────────── [00:38:42] Jonathan Pollard Boasted on Camera That Israel Threatened Nuclear Weapons to Force the 1973 US Arms Airlift Pollard: Israel parked a plane with 'unconventional weapons' at Tel Nof and told the US to look — the airlift started the next day. The OPEC embargo followed as payback. ──────────────────────────────────────── [01:24:37] Trump Is the Swampiest Swamp Creature Ever — Mona Charen Documents the $1.776 Billion Slush Fund Charen: Trump set up a $1.776 billion slush fund, arranged that the Trump family will never be IRS-audited, and makes daily trades using insider knowledge through a family trust — not a blind one. ──────────────────────────────────────── [01:32:47] Transparency International Dropped the US From 16th to 64th in Corruption Rankings Since 2015 The US ranked 16th on Transparency International's index in 2015 — now 64th and falling. Celente: this is fascism — the merger of state and corporate power. ──────────────────────────────────────── [01:44:01] The Iran Crisis Traces Back to 1953 — Churchill Telegraphed Roosevelt to Overthrow Iran's Government for Oil Celente: our history with Iran goes back 73 years. Declassified Churchill-Roosevelt telegrams confirm the CIA overthrow of Mosaddegh was about BP and Exxon's oil — not democracy. ──────────────────────────────────────── [01:48:34] IEA: Iran War Turned an Oil Glut Into a Deficit — Gas From $2.91 to $4.55 Since the War Started The IEA reports reserves dwindling at a record pace. Gas was $2.91 the day before the Iran war; now $4.55 nationally, diesel up 60%. Turkey and Russia are selling gold to cover their losses. ──────────────────────────────────────── [01:55:39] Trump Said 'Peace Deal,' 'Hit Much Harder,' and 'Major Attack Tomorrow' — All on the Same Day Celente: Monday Trump told Axios Iran would be hit harder, told the Post they know what's coming, said at the White House they're preparing 'a very major attack tomorrow' — then announced a ceasefire. Minute by minute. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Dan Doyle, oil entrepreneur and author of Of Roughnecks and Riches, brings a ground-level view of what's actually happening in the American energy industry — a rig count in freefall as of February that flipped to a boom overnight when Iran closed the Strait, well costs up 65-70% driven by steel prices, and a shale sector that can't survive at $50 oil. Doyle and David Knight walk through the strategic logic of Venezuela — three million barrels a day under Nixon, now barely a million after socialist confiscation, with Exxon and the major service companies now quietly circling back in. The bigger picture is a potential Western Hemisphere energy bloc: U.S., Canadian, Alaskan, and South American production that could get America off Middle Eastern oil entirely — if the political class doesn't kill it first, the same way Biden cancelled mandatory BLM lease sales on day one and the same way New York bans Marcellus shale extraction while 26% of its children live in poverty. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Dan Doyle, oil entrepreneur and author of Of Roughnecks and Riches, brings a ground-level view of what's actually happening in the American energy industry — a rig count in freefall as of February that flipped to a boom overnight when Iran closed the Strait, well costs up 65-70% driven by steel prices, and a shale sector that can't survive at $50 oil. Doyle and David Knight walk through the strategic logic of Venezuela — three million barrels a day under Nixon, now barely a million after socialist confiscation, with Exxon and the major service companies now quietly circling back in. The bigger picture is a potential Western Hemisphere energy bloc: U.S., Canadian, Alaskan, and South American production that could get America off Middle Eastern oil entirely — if the political class doesn't kill it first, the same way Biden cancelled mandatory BLM lease sales on day one and the same way New York bans Marcellus shale extraction while 26% of its children live in poverty. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Send us Fan MailSupply chain disruptions, like those we're seeing now around energy supplies from the Persian Gulf, can cause long-term business and profitability impacts. Leadership skills in those tense situations can make or break a company's response to these unforeseen events. Jeff Zudock, a 35-year veteran of ExxonMobil and an expert in commercial and supply chain management, joins us to share his insights around managing a major supply disruption. Jeff shares with us details of a major incident that he worked at Exxon and the cascading series of challenges that leadership faced navigating the unexpected outage.  The stakes are high when raw materials go in short supply, and quick action is needed to avert losses that can quickly reach millions of dollars per day if manufacturing facilities are idled owing to a kink in the supply chain. You'll hear Jeff discuss leadership principles that help guide him when leading a crisis team, and he also offers insight into best practices to avoid supply chain disruptions.This episode originally aired in November 2023.#supplychain #supplychaincrisis #crisis #crisiscommunicationsWe'd love to hear from you.  Email the show at Tom@leadinginacrisis.com.

The climate crisis is upon us. The upcoming summer is expected to be brutal with dangerous heatwaves, severe drought across the country, wildfires, and extreme storms. We know the solution to the climate crisis is to stop burning fossil fuels, yet, despite his commitment to divest from fossil fuels in 2020, Comptroller DiNapoli continues to invest heavily in Exxon, Shell, Chevron and other Big Oil companies that continue to destroy our climate. In addition, continued investments in risky fossil fuels have hurt the pension fund. Ruth Foster of Divest NY talks with Mark Dunlea of Hudson Mohawk Magazine as to why the group decided to endorse comptroller candidates Drew Warshaw and Raj Goyle in the democratic party primary. Ruth also discusses the effort to shut down the Sheridan Ave. Steam Plant and convert the Capital Complex to renewable energy, including geothermal.

We moeten het echt even hebben over chipmaker SK Hynix. Dat wordt volgens persbureau Reuters agressief benaderd door grote techbedrijven. Die bedrijven willen kosten wat kost geheugenchips in handen krijgen. Er is wereldwijd een tekort aan die chips, nu techondernemingen als een gek investeren in kunstmatige intelligentie. Daarom proberen die techreuzen iets anders te verzinnen, om bij SK Hynix aan geheugenchips te komen. Ze zijn bereid ver te gaan. Zo bieden ze geld (investeringen, geld naar speciale productielijnen) en ze zetten zelfs ASML in. De peperdure machines van ASML om precies te zijn. Ze zouden die machines willen kopen, in ruil voor de zekerheid op geheugenchips. Deze aflevering staan we stil bij die bijzondere manier om aan chips te komen. Staan we óók stil bij het bezoek van Donald Trump aan China. Hij gaat volgende week met Xi Jinping om de tafel. In zijn kielzog reizen er ondernemers bij. Nvidia-topman Jensen Huang voelt zich niet te groot om openlijk te solliciteren voor een plekje in die Amerikaanse delegatie. We hebben het nog een keer over Trump, maar dan over zijn heffingen. Die zijn opnieuw illegaal verklaard. In februari werden de heffingen van de president illegaal verklaar en nu is zijn back-up plan dat ook. Verliest hij hiermee zijn ultieme drukmiddel? Verder hebben we het over de ECB. Dat hint op een renteverhoging. Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

Ignacio Vacchiano, country manager en Iberia de Leverage Shares, analiza las Bolsas en Estados Unidos, pendientes del conflicto en Irán, el momento del petróleo y las caídas en after hours de Coinbase y Core Weave. “El mercado está anticipando ese fin del conflicto y por eso vemos los récords”, afirma el invitado. Eso sí, deja claro que “cree que todavía van a quedar muchas incertidumbres, sobre todo precio de petróleo, que va a tardar mucho en relajarse”. De hecho, al analista todo esto le ha recordado a la burbuja del año 2000 y como estalló. El experto también ha comentado lo que espera del dato de paro de hoy en Estados Unidos, del cual cree que “se batan las expectativas” y que “el dato hace caer un poco al mercado”. También son protagonistas Coinbase y Coreweave en el after hours, ya que se desploman después de presentar cuentas. Las acciones de Coinbase bajan en las operaciones fuera de hora un 4%. La plataforma de comercio de criptomonedas ha presentado unos ingresos que superan los 1.400 millones de dólares, pero que se quedan por debajo de lo estimado por el mercado. Los ingresos de Core Weave, sin embargo, suben en este periodo un 111%, hasta rebasar los 2.000 millones de dólares y son superiores a las previsiones. “Esto se ha debido a la bajada de volúmenes y de trading en este trimestre”, afirma el invitado. Además, el country manager en Iberia de Leverage Shares comenta las últimas noticias acerca de Donald Trump, que viajará a China acompañado por los CEO de Nvidia, Apple, Boeing o Exxon. El presidente estadounidense tiene previsto reunirse con su homólogo chino Xi Jinping los días 14 y 15 de mayo. Sobre esta reunión, Ignacio Vacchiano ha dejado claro que “se lleva todos esos CEOs para tratar de acercar o vender más esas compañías en China”.

The Rizzuto Show kicks off with something simple — rain. But because it's this crew, that quickly spirals into a full conversation about muddy dogs, accidental tornado sirens, and the eternal question: is there actually a giant red button somewhere… or are we all just trusting computers a little too much?From there, things take a sharp left turn (as they do) into one of the most uncomfortable “what would you do” debates yet — if you see a pregnant stranger smoking and drinking, do you say something… or mind your business? The answers range from “absolutely intervene” to “I'm leaving immediately and judging silently for the rest of my life,” which honestly feels about right for this group.We kick things off with what might be the most aggressively awkward sales pitch in history: a pest control guy rolling up on a Segway, calling people “big man,” and somehow making things worse with every sentence. It quickly turns into a full-blown breakdown of door-to-door etiquette—like, is 7pm too late to knock? And how fast is too fast to slam the door in someone's face?From there, the show pivots (hard) into National Concert Day, which triggers a flood of stories ranging from “that was awesome” to “I think I lost blood and dignity.” The crew debates mosh pits, crowd surfing, and whether filming concerts has officially ruined the experience… or if we're just old now.Then comes the real chaos: a 17-year-old wants to drive to Chicago for a concert. On a school night. With a questionable plan. And suddenly the entire show becomes a live parenting intervention. Do you let them go for the “adventure,” or do you step in before it turns into a true crime podcast?We also hit celebrity chaos, music debates (including the greatest guitar solos ever), and somehow end up arguing about shock rock like it's a courtroom case. Waymo vehicles have officially rolled into St. Louis… kind of. They've got drivers behind the wheel for now, which raises the obvious question: are these cars actually autonomous, or just pretending until they figure things out?Naturally, the conversation spirals into whether we trust robots more than humans (honestly… debatable), and what happens when these cars encounter real-world chaos like emergency vehicles. Spoiler: freezing in front of a fire station is apparently not ideal.“Just The Two of Us” turns into the most unintentionally intense brand showdown imaginable. We're talking ketchup debates that get way too passionate, bottled water loyalty, cookie choices, and one absolutely wild gas station answer that derails everything. From there, it's a rollercoaster of Gatorade flavors, tire brands, movies, sunglasses, and laundry detergent — because apparently this is what peak competition looks like now.Things escalate when energy drinks divide the room (Red Bull vs. Monster turns into a full-on identity crisis), yogurt brands confuse everyone over the age of 12, and a toilet paper debate somehow becomes personal. By the time mayonnaise brands hit the table, it's less of a game and more of a psychological breakdown.This comedy podcast is everything you expect from The Rizzuto Show — loud opinions, questionable logic, accidental comedy gold, and just enough real-world relevance to make you wonder if we're all doomed… or just entertained on the way down.Follow The Rizzuto Show → linktr.ee/rizzshow for more from your favorite daily comedy show.Connect with The Rizzuto Show Comedy Podcast online → 1057thepoint.com/RizzShow11 felony counts: Florida woman accused of running over, killing baby ducklingsFlorida man confesses to killing, eating his pet peacocks after dispute with neighbor, court records showThermos Recalls 8.2 Million Jars And Bottles—Check If Yours Are AffectedAmazon driver caught in vile act outside of customer's SoCal homeBetween Life And Death—Waymo Robotaxis Are Blocking Emergency VehiclesDietitians Explain What ‘Fart Salad' Really Does to Your GutSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's Post - https://bahnsen.co/42MhQwc David Bahnsen reviews a modest market pullback amid escalating Iran-related rhetoric and Strait of Hormuz risks: the Dow fell 557 points, the 10-year yield rose to 4.4%, and oil jumped above $105 while energy was the only S&P 500 sector up. He notes the unusually fast rebound from March volatility and points listeners to prior analysis on corrections vs bubbles and AI. In policy news, Spirit Airlines failed to secure a rescue and may face Chapter 7 liquidation. He discusses midterm dynamics favoring GOP Senate odds, very low initial jobless claims (190k), steady ISM manufacturing (52.7) with weaker employment, and travel-agency employment as a disruption case study for AI. CapEx is increasingly concentrated in large-cap tech/AI while small business investment plans hit a 2009-low. He covers administration frustration with Powell, futures implying little chance of cuts, and growing scrutiny of Fed independence. He cites Exxon on inventories masking supply stress and notes OPEC+ developments, midstream strength, and flat US rig counts. 00:00 Market Jitters and Iran 02:16 Correction Recovery Context 03:47 Sector Moves and Energy 04:04 Spirit Airlines Policy Fallout 04:56 Midterm Math and Senate Outlook 06:42 Jobs and Manufacturing Pulse 07:25 Travel Jobs and AI Disruption 08:55 CapEx Concentrated in AI 10:08 Fed Politics and Rate Path 11:46 Fed Independence and Swap Lines 13:02 Oil Inventories and Hormuz Impact 14:44 Energy Earnings and Rig Count 15:45 Wrap Up and Viewer Q&A Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Ep 341: Reconsidered: 58 - Jessica Heeringa Women & Crime: Reconsidered is where we revisit our episode catalog and bring new insights, behind the scenes or updates. Original Airdate: 09/21/21 Brand new episodes are STILL every Tuesday! On an April evening in 2013 a young woman working alone in an Exxon mart was just about to closing after her night shift when she suddenly vanished into thin air. Did she leave of her own will or did something much more sinister happen to her? Sources for Today's Episode: Mlive.com Woodtv.com Episode of Disappeared Muskegon Chronicle Testimony featured on Law and Crime Credits: Written and Hosted by Amy Shlosberg and Meghan Sacks Produced & Edited by James Varga Music by Dessert Media Help is Available: If you or someone you know is in a crisis situation, or a victim of domestic, or other violence, there are many organizations that can offer support or help you in your specific situation. For direct links to these organizations please visit https://womenandcrimepodcast.com/resources/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Ayako Yoshioka of Wealth Enhancement Group talks positioning after a strong April and where investors should focus next. Oil stays front and center: Sam Margolin of Wells Fargo breaks down how energy stocks are reacting to Exxon and Chevron earnings. Katie Stockton of Fairlead Strategies analyzes the technical setup and whether recent momentum can continue.  Mike Santoli is in Omaha, NE ahead of Berkshire's annual meeting, previewing what to expect from CEO Greg Abel as he takes charge for the first time. Longtime Berkshire watcher Chris Bloomstran of Semper Augustus on what he is watching most closely tomorrow. Barbara Doran of BD8 Capital highlights the biggest winners and what's working in this market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The NASA astronauts from the Artemis II mission join the show from the floor of the New York Stock Exchange, discussing data centers in space, Elon Musk's impact on the industry and much more. Then earnings from Chevron and Exxon help paint a picture of just how much the Iran war is impacting global oil markets. And Apple results showing strong demand, but how will memory prices impact outlook? All that on Money Movers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

US President Trump said Iran is dying to make a deal and stated that Iran cannot be nuclear-armed. He added that he doesn't know if the ceasefire with Iran needs to be broken, but "we may do".The US may allow Israel to target Iran's energy facilities if negotiations fail, according to Channel 12 cited by Al Arabiya.Apple (AAPL) Q2 2026 (USD): EPS 2.01 (exp. 1.95), Revenue 111.2bln (exp. 109.45bln). Raised its dividend by 4% to USD 0.27/shr. Apple provided Q3 revenue growth guidance that beat estimates (+14-17% vs exp. +9%). Shares +2.4% after-market. Japan's Top FX Diplomat Mimura will not comment on intervention speculation and reiterated being in close contact and shares understanding with the US.Looking ahead, highlights include Global Manufacturing Final PMIs (Apr), US ISM Manufacturing (Apr), Speakers include BoE's Pill, Earnings from Chevron, Colgate, Exxon, Moderna, Estee Lauder & NatWest. Holiday: Labour Day (Eurozone cash and derivatives closed).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Conditions in Europe thin amid Labour Day, FTSE 100 dragged by NatWest and AstraZeneca.US equity futures are modestly mixed. Apple (+2.8%) gains after strong results, driven by iPhone sales; SanDisk (-6.1%) dips despite a strong Q3 report.DXY is a touch lower; USD/JPY sank to a 155 handle, potentially on intervention.Fixed income futures are contained in limited conditions, with US data ahead.Crude futures remain elevated heading into another weekend of geopolitical risk.Looking ahead, highlights include US ISM Manufacturing (Apr), Speakers include BoE's Pill, Earnings from Chevron, Colgate, Exxon, Moderna, Estee Lauder.Holiday: Labour Day (Eurozone cash and derivatives closed).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den absurden SOX-Kursanstieg, die erste große Polymarket-Verhaftung und was sonst noch so wichtig wird in dieser Woche. Außerdem geht es um Nvidia, Alphabet, Amazon, Meta, Microsoft, Apple, Robinhood, Coca-Cola, eBay, Booking, Starbucks, T-Mobile US, Carvana, Chipotle, Visa, Mastercard, Merck, Altria, Roblox, Exxon, Chevron, Linde, Deutsche Börse, Airbus, adidas, Deutsche Bank, Mercedes-Benz, Scout24, BASF, BNP Paribas, Deutsche Post, ING, MTU Aero Engines, Volkswagen, TEQ General Artificial Intelligence ETF (WKN: A41AXG) und Inyova Impact Investing Active Equity Fund EUR (WKN: A4193H). Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/ Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Katie and Matt discuss the weather, NewBird AI, Long Blockchain, floating-strike convertible financing, meme AI diversification, dot AI, the meme ETF, public listing option value, shareholder voting, Exxon’s grudges, comptroller trolling, the horrifying sounds of coffee grading, spot vs. futures commodity quality and banks foreclosing on shrimp to eat it.See omnystudio.com/listener for privacy information.

MRKT Matrix - Tuesday, April 14th S&P 500 marches higher one day after benchmark wipes out Iran war losses (CNBC) Wall Street banks break records as Iran war drives trading boom (FT) $133 vs. $99. What Is the Real Price for a Barrel of Oil? (WSJ) US Gasoline, Diesel Pump Prices Reach All-Time Seasonal Highs (Bloomberg) Dow, Exxon and Rivals Are Raising Plastic Prices as Iran War Convulses Oil Market (Bloomberg) Bessent: US should ‘wait and see' before lowering interest rates (Semafor) What a United-American merger would mean, from antitrust hurdles to airfare (CNBC) Nvidia stock is on a 10-day winning streak and up 18% over that stretch (CNBC) Apple could win the AI race without running (Axios) US Treasury Seeking Access to Anthropic's Mythos to Find Flaws (Bloomberg) Why Amazon Is Buying Starlink Rival Globalstar in $11 Billion Deal (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Trump's MAGA base appears to be disillusioned. Recently, former Trump campaign spokesperson Caroline Sunshine told CNN's Elex Michaelson…“Who's MAGA? Because what I'm hearing from everyone is, I'm a ‘three-time Trump voter, and I'm not MAGA anymore. I'm not. I'm now non-MAGA,'”  “MAGA, the base is leaving because they don't agree with this conflict, and they don't believe that this is what they voted for and they're correct.”She's joined by a chorus of former MAGA voices now turning away from Trump and a war that broke the MAGA promise. We will talk about it with John Rothmann. He is a presidential historian and political analyst well versed in Middle East history. Our eco-journalist Belinda Waymouth returns with a great edition of “It's the Planet, Stupid!” We'll look at Exxon's drilling habits and a pair of moon bears rescued from a Facebook sale!The Mark Thompson Show 4/8/26Patreon subscribers are the backbone of the show! If you'd like to help, here's our Patreon Link:https://www.patreon.com/themarkthompsonshowMaybe you're more into PayPal.  https://www.paypal.com/donate/?hosted_button_id=PVBS3R7KJXV24And you'll find everything on our website: https://www.themarkthompsonshow.comThe Mark Thompson Show has an official new Facebook page.  Please join! Here's the link: https://m.facebook.com/TheMarkThompsonShow/Show sponsors:coachellavalleycoffee.com  - use code MarkT at check out to save 10%Suite 106 Bakery use code MarkT to save 15%Here's a special link:https://suite106bakery.com/discount/MARKT

The conflict in Iran is a reminder of how quickly global energy markets can be disrupted. It also underscores why advances in things like battery technology — from electric transportation to grid-scale storage — are becoming central to energy resilience and security. It has been about 50 years since British chemist Stanley Whittingham laid the foundation for the first lithium-ion battery at an Exxon research lab in New Jersey. In 2019, he and two other scientists, John Goodenough and Akira Yoshino, earned a Nobel Prize for the breakthrough. By then, lithium-ion batteries had transformed consumer electronics and a growing segment of the transportation sector. And today, battery storage is playing an increasing role in supplying new capacity to the eclectic power sector. So what is the state of battery innovation today? Are there battery chemistries that could dethrone lithium-ion technology? How do mineral availability and environmental health play into the battery market? And what does the federal government's waning support for renewable energy mean for the battery industry?   Today on the show, Bill Loveless speaks with Dan Steingart about the arc of innovation in the battery space, and how different energy storage applications are evolving. Dan is the Stanley-Thompson Professor of Chemical Metallurgy and a professor of chemical engineering at Columbia University. He also chairs the Department of Earth and Environmental Engineering and co-directs the Columbia Electrochemical Energy Center. Prior to joining Columbia in 2019, Dan was an associate professor at Princeton University. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.  

Story of the Week (DR):Elon Musk's SpaceX set to go public in $1 trillion share listingElon Musk's rocket and satellite company SpaceX has confidentially filed for an initial public offering with the Securities and Exchange CommissionThe firm could seek a valuation of $1.75 trillion with a public listing around June.A confidential filing means that SpaceX will submit its financials to the SEC before revealing them to the public, which must occur at least 15 days before the IPO roadshow.Musk owns 42% of the SpaceX now, according to Pitchbook, though that figure will change with the IPO when new owners are issued shares.Among current SpaceX owners is Donald Trump Jr, the president's oldest son. He owns a shares through 1789 Capital. That venture capital firm made him a partner shortly after his father won the presidency for a second time and has been buying up federal contractors seeking to win taxpayer money ever since.The White House and Trump himself have repeatedly denied there are any conflicts of interest between his role as president and his family's businesses.Public investors may get low-vote shares, while insiders could hold super-voting stock with roughly 10 to 20 votes per share, if the reported structure is adopted.Reports suggest SpaceX has been adding board members as it prepares for the IPO process.The company's board has historically included Elon Musk, Gwynne Shotwell, Antonio Gracias, Luke Nosek, Steve Jurvetson, and Donald Harrison in reporting about its governance.Gwynne Shotwell is widely reported as president and COO, and Bret Johnsen as CFOBig Banks Seeking a Piece of SpaceX's I.P.O. Must Subscribe to Elon Musk'sMusk is requiring Wall Street firms to purchase subscriptions to his A.I. chatbot if they want to advise on one of the largest initial public offerings in history.Air Canada CEO will retire this year after his English-only crash message was criticizedMichael Rousseau is stepping down following a massive public outcry after he delivered a condolence video almost entirely in English regarding a fatal plane crash that killed a French-speaking pilot.Critics and politicians, including Quebec's Premier, were outraged that Rousseau failed to fulfill a high-profile 2021 promise to learn French, viewing his English-only response to a tragedy as a sign of deep cultural disrespect.Air Canada's board has launched a global search for a successor and explicitly stated that fluency in both English and French is now a non-negotiable requirement for the next CEO.The company clarified that while a "comprehensive internal development program" has been in place for two years, the recent controversy accelerated the timeline for his departure.Rousseau will officially retire at the end of the third quarter (September 30, 2026), staying on until then to ensure a "seamless transition" and assist the board during the handover.Air Canada CEO Michael Rousseau initially stated he did not intend to step down following backlash over an English-only video regarding a runway incidentElon Musk called the decision “crazy” and suggested “it is not reciprocal.”“There are many one-sided laws in Canada that mandate French at the expense of English,” he posted to X, along with a Grok answering his request to provide a list of Canada's French language laws and explain “how this is hypocritical compared to no English mandate laws.”“Extremely hypocritical and unfair!”Oracle fired up to 30,000 workers via email after a 95% profit surge. Tech companies are cutting almost 1,000 jobs/day DROracle Corp.'s mass layoffs on Tuesday were part of the company's cost-cutting measures as it continues to build out expensive data centers for powering artificial intelligence.But one aspect of the mass layoffs — which were estimated to be as many as 30,000 people — was alerting workers over email at 6 a.m. Eastern that Tuesday would be their last day.The terse message, sent to workers in multiple regions and time zones, carried no executive name and was instead signed off simply as 'Oracle Leadership.'“We are sharing some difficult news regarding your position.After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role as part of a broader organizational change. As a result, today is your last working day.We are grateful for your dedication, hard work, and the impact you have made during your time with us.After signing your termination paperwork, you will be eligible to receive a severance package subject to the terms and conditions of the severance plan. You will receive an email from DocuSign to your Oracle email address with details on your severance and termination date.Immediate Action RequiredTo receive important follow-up information, including FAQs and separation documents to help you through this transition, you must provide a personal email address.Please click here to submit a personal email address immediately. If you make a submission error, please re-submit a new form. Please Note: The personal email address will only be used for correspondence regarding separation-related information and severance agreements.Access to your computer, email, voicemail, and files will be deactivated soon, and you will be unable to log into your computer. As a reminder, you are prohibited from downloading, copying or retaining (including emailing yourself) any Oracle confidential information.Thank you for your contributions to our organization. If you have additional questions, please reach out to the HR team via the Ask HR page or at (888) 404-2494.Oracle Leadership”“After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role,” an email to one affected employee, obtained by MarketWatch, read.Survivors of the cuts were allegedly told by senior management that they would need to 'ramp up efficiency' and 'stretch' to cover the workload left by departed colleagues, a suggestion that many are resisting.Allegations that automated tools influenced redundancy decisions have become a central issue in the fallout.Iran Claims Oracle Strike in UAE as Dubai Attack Fears EscalateAnti-DEI crusade:Trump ousts Pam Bondi as attorney generalTrump Tells Karoline Leavitt She's 'Doing a Terrible Job,' Asks 'Should We Keep Her?'Is Kash Patel Getting Fired? FBI Director Might Be Next After Pam Bondi OustingHegseth ousts top Army generalArmy Chief of State Gen. Randy George.Defense Secretary Pete Hegseth and the Army's chief of staff had recently clashed over promotions, leading to his eventual ouster.Hegseth reportedly told Gen. Randy George to pull the names of four Army officers from a list of promotions to the rank of one-star general. The list consisted of about three dozen officers, most of whom were white men. However, two of them were Black and two were women, and those were the names Hegseth wanted removed.According to The New York Times, George refused, citing the officers' history of exemplary service. George reportedly asked Hegseth to meet two weeks ago to discuss the matter, but Hegseth declined. The defense secretary then struck the officers' names from the promotion list, even though it's not clear he has the authority to do so, per The Times.Hegseth has repeatedly taken steps to block or delay the promotions of Black and female senior officers in all four branches of the military.Secretary of the ArmyLabor Secretary Lori Chavez-DeRemerArmy Secretary Daniel Driscoll (26th Secretary of the Army)2004–2007 Student (B.S. Business Administration)2007–2011 Military service: Officer2011 Investment Banking Associate2011–2014 JDCandidateYale Law School2014–2015 Judicial Clerk2016–2019 Venture Capital Executive Winston-Salem, NC2020Congressional Candidate (NC-11)US House of Representatives (Campaign)2021–2023 Chief Operating Officer (COO) Flex Capital Management LLC2023–2024 Chief Strategy Officer On Call Physician StaffingJ.D. Vance / Senior Advisor 2024 Senior Advisor Donald Trump Presidential Campaign2025–26th Secretary of the ArmyChristine Wormuth (25th Secretary of the Army)1995–1996 Presidential Management Intern Department of Defense1996–2002 Policy Officer / French Desk Officer Office of the Secretary of Defense2002–2006 Principal (Consulting) DFI Government Services2007–2008 Staff Director (Jones Commission) Independent Commission on Iraq Security Forces2008–2009 Senior Fellow Center for Strategic & International Studies (CSIS)2009–2010 Prin. Dep. Asst. Secretary (Homeland Defense) US Department of Defense2010–2012 Special Asst. to the President / Senior Director National Security Council (White House)2012–2014 Dep. Under Secretary (Strategy, Plans, Forces) US Department of Defense2014–2016 Under Secretary of Defense for Policy US Department of Defense2017–2021 Director, International Defense & Security Center RAND Corporation2021–2025 25th Secretary of the Army Goodliest of the Week (MM/DR):DR: Judge rules Trump order eliminating NPR, PBS funding is unconstitutionalDR: United Airlines and flight attendants reached a tentative deal with $740 million in bonusesMM: Amazon to add 3.5% fuel and logistics surcharge for sellers as Iran war drives up energy pricesGO TO A LOCAL STORE!Assholiest of the Week (MM):Lying-iestChevron and Microsoft Team Up for Giant Texas Gas Power PlantTeam includes Chevron, Microsoft, and ENGINE NO 1Microsoft pledged to be carbon NEGATIVE by 2050Since they keep doing things like building gas plants, they're relying on carbon credits through reforestation to hit their targetSo they went out to buy the credits and picked a company called Mombak, a startup that has signed massive reforestation deals for Amazon reforestation but has yet to actually produce a carbon credit yet, has only started in theory, and the company admits there's still little information on how to quantify the carbon absorption in restoration projects.Despite that, Microsoft and Google both made massive investments to look green as they build out data farms for AI no one asked forEngine No 1, meanwhile, after its climate-darling turn at Exxon 5 years ago, has taken its all white male executive team AND board with climate investment banking and VC/PE expertise to partner with Chevron, who celebrated the Big Bullshit BIll that rolled back renewables and decided to happily take Venezuelan oil at the behest of TrumpInvestor-iestFirst, the results from investors at Starbucks:Average 95.7% approve of the boardMarissa Mayer, the new and highly interlocked director, got a team high 99% approvalResults were more correlated with drink disclosures by directors than performance metricsDespite campaigns by New York State, NYC, Mercyside, Trillium, and others to target Beth Ford and Jorgen Knudstorp, as well as advice from ISS to target just Beth Ford (absurd), given labor issues, Andy Campion instead had the lowest vote total at 87% for reasons that are unclearAnd of course…Then, the reason why there was a campaign to vote out directors in the first place:Starbucks to offer baristas up to $1,200 a year in bonusesWith this nugget:Baristas at unionized locations are unlikely to see the bonus program right away. At approximately five percent of its U.S. locations where employees have union representation, Starbucks acknowledged that federal labor law requires the bonus program to go through the collective bargaining process before it can take effect. According to CNBC, the two sides have not made meaningful progress at the bargaining table in over a yearAI-iestJack Dorsey says he wants 6,000 Block employees reporting straight to himThey already do asshat, you have dual class controlSam Altman says he 'miscalibrated' the mood of distrust toward AI and the government in the Pentagon dealNvidia CEO Jensen Huang's advice to workers scared of AI: You're just confusing your job with the tools you use to do itLarry Ellison Says AI Now Does Oracle's Coding Amid Mass Layoffs—3 Strategic Moves for Tech Workers (Oracle Fires 30,000 With a Cold 6 a.m. Email: Here's What It Said That Devastated Teams)Marc Andreessen says AI layoffs are a farce: Companies are 75% overstaffed, and AI is the ‘silver bullet excuse' to clean house DR“Essentially, every large company is overstaffed,” he said. “It's at least overstaffed by 25%. I think most large companies are overstaffed by 50%. I think a lot of them are overstaffed by 75%.” He added, “Now they all have the silver bullet excuse: Ah, it's AI.”So despite record profits every single year, increasing CEO pay, companies are OVERSTAFFED? They get paid less than inflation, and they have TOO MANY people? Some populist math:Assume “every large company” is companies with market cap > $20bn (~415 companies)Total employment as of last year: 27,795,346Total estimated employed people in US: 162,900,000 (62% labor participation)“Every large company” is 17% of all US employmentCurrently, 7,239,000 unemployed in USAndreessens mid point - “most large companies are overstaffed by 50%” - means he thinks they'll blame AI but that they “overemployed” by 13,897,717He is suggesting they are ALL FIREABLE because they are OVERSTAFFEDEmployment goes from 162,900,000 to 149,002,283, unemployment goes to 21,136,717, and the unemployment rate goes to 12% overnight - a 3x increase on the 4% it's at nowBecause Marc Andreessen thinks we're overstaffed… I wonder why…Studies historically have shown that the few days after layoffs stocks are down - but it depends on the reason for the layoff. Proactive layoffs (not a result of down financials, for instance) are rewardedRecent studies show that layoffs actually push stocks UP as time goes one - up to 22% cumulative return over normal 30 days out, and 5% 10 days out. Let's assume a 5% bump for all the proactive AI job cut assholes - the Block and Oracles of the world Other studies show that CEO pay goes up after layoffs if performance improves - so cutting staff for AI pushes stock up, stock up is better performance, CEO pay goes up Using the CEO pay ratio, the “cost savings” of cutting 14m employees is ~$1.4 TRILLION dollars (that's $1.4tn no longer in the hands of people who would be buying stuff like food and houses and gas and rubber chickens and inflatable pool floats)The cuts would add $3tn to market cap of all companies, save $1.4tn in employee costs - the average CEO pay ratio would go from 306 to 319, and the average CEO would make $22m moreThis isn't about overstaffing or AI - this is about CEOs getting paidHeadliniest of the WeekDR: CEO of Epic Games apologizes after laying off employee with terminal brain cancerDR: BlackRock CEO admits 'woke' era went too farDR: Raising Cane's CEO says he doesn't care for this one menu item, but had to sell it anyway: he always substitutes coleslaw for an extra piece of toastMM: New lawsuit alleges DraftKings and FanDuel are digital heroinMM: Scientists Say Half the World Could Be Nearsighted by 2050, and It's Not Just Screens. This Indoor Habit May Be WhySITTING IN THE DARK. This is where we're at as a society.Jamie Dimon Says…Jamie Dimon's warning: More geopolitical risk for America than since WWIIJamie Dimon blasts remote work as JPMorgan staff revolts over office mandateJamie Dimon says JPMorgan could do prediction markets — with big guardrailsJamie Dimon says the American Dream is ‘slipping out of reach'—and JPMorgan is spending billions to fix itJPMorgan's Jamie Dimon predicts AI will cut the working week to 3.5 days, cure cancers, and free up time for hobbiesWho Won the Week?DR: Angry French people in QuebecMM: Headhunting firms who suddenly can expect as much as 75% of large company employees to be calling them to find them workPredictionsDR: Air Canada hires a woman who speaks 845 languages who continually apologies for something she never didMM: Jamie Dimon says speaking French is stupid

Day 30. 2,000 tankers trapped in the Persian Gulf. Oil at $107. Gas at $5. Trump says we're winning. Iran has launched 79 waves of strikes. We've dropped 10,000 bombs and we're running out of them. Putin is selling oil at a premium. Exxon just posted record profits. Congress is being handed a $200 billion tab. Nobody voted for this. Everybody's paying for it. This is The Mop-Up. Award-losing journalism.