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Trump wants $95 billion more for his Iran war while oil giants cash in — and DNI pick Jay Clayton confesses to victimizing Epstein's victims. In this episode: • Hegseth testifies war money runs dry by August 1 — demands $87 to $95 billion more on top of a nearly $1 trillion budget • Hegseth admits $37.7 billion already spent, then warns we're low on ammo on camera • US bombing hits civilian desalination systems — 10,000 Iranians without drinking water • Oil near $90 a barrel, gas near $4 — Chevron, Exxon, ConocoPhillips feast while Hormuz stays shut • Jay Clayton clears committee 9–8 for Director of National Intelligence after he spilled Epstein victims' names, addresses, and photos • Clayton won't say Biden won 2020 — and shrugs at Tulsi helping seize Fulton County ballots • Tillis and Cornyn freeze Todd Blanche's Attorney General path after Epstein survivor meeting left victims more traumatized • Cornyn holds Kari Lake and Mastriano ambassadorships hostage over PEPFAR AIDS funding — Lancet warns 14 million dead if cuts stand, one third children • Ed Martin's pardon office ignores nearly 6,000 pleas for clemency so he can free Trump donors and Clean Air Act polluters • Sunny Hostin's Harvard grad son handcuffed jogging in New Rochelle Key figures covered: Donald Trump, Pete Hegseth, Jay Clayton, Todd Blanche, Thom Tillis, Jon Cornyn, Kari Lake, Ed Martin, Kash Patel, Chelsi "Sunny" Hostin Subscribe for live shows Sunday, Tuesday, and Thursday at 6:05 PM Eastern. Recorded live on the David Feldman Show July 21, 2026 #IranWar #EpsteinFiles #ToddBlanche #PeteHegseth #Trump #JayClayton #PEPFAR #WarSupplemental #OilPrices #DavidFeldmanShow
Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI models are closing the gap without top-tier Nvidia chips. Micron cratered from its all-time high of $1,255 to $800 in a matter of weeks, and the DRAM ETF whipsawed right along with it. Guy and Dan dig into whether this is a routine flush or something bigger. Google sold off 10% after Gemini news broke the hyperscaler rotation narrative, and they debate whether the moat still holds given decelerating margins and ballooning capex. On the China front: DeepSeek raised $7B at a $52B valuation, Alibaba announced $50B in capex, and Moonshot's new model is narrowing the gap with US labs — all without access to Nvidia's most advanced chips. Dan and Guy also revisit the Nvidia-vs-component-suppliers margin debate, unpack Apple's surprising rally into earnings, and call the technical line in the sand on Netflix after its cash flow miss cut the stock in half. Plus: a quick check on crude, refiners hitting new highs, and what's next for energy names like Exxon and ConocoPhillips. Show Notes Google Gemini Launch Delayed as Tech Falls Short of Internal Goals (Bloomberg) Chinese Models vs. Frontier Models (The Daily Spark) China's Moonshot Unveils AI Model That Narrows Gap With US Firms (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Welcome to the Energy News Beat Standup, where host Stu Turley breaks down the 10 biggest energy stories reshaping global markets. In this episode, we dive into a world in flux: Russia's refining capacity is crumbling under Ukrainian drone strikes, Iraq is suspending exports and seeking independence from Iranian energy, and new pipeline projects are being fast-tracked to bypass the Strait of Hormuz. Meanwhile, back home, data centers are driving unprecedented energy demand, New York is doubling down on restrictive policies while Texas and Virginia race ahead, and grid vulnerabilities are becoming impossible to ignore. From geopolitical disruptions to emerging security threats—including rumors of Iranian drones in Cuba—this episode explores how energy markets are rebalancing, how new trading blocs are forming, and why now is the time to prepare for what's coming next.1. Global Oil Market RebalancingThe podcast opens with discussion of how the global oil market is undergoing significant rebalancing due to geopolitical disruptions, particularly Russia's degraded refining capacity from Ukrainian drone strikes. Russia's refining capacity has been slashed to 39 million barrels per day, forcing a shift in global trade dynamics.2. Russia's Refining Crisis & Ukraine's Drone CampaignA major focus is Ukraine's successful drone campaign against Russian refineries. Ukraine has struck over 24 of Russia's 34 major refineries, and all of Russia's major refineries are now within reach of Ukrainian drones. This has fundamentally changed how the war is being fought and has disrupted global energy supplies.3. Iraq's Energy Independence & Export ChallengesIraq has suspended crude loading at all export terminals (impacting 4 million barrels per day). The discussion covers Iraq's negotiations with major oil companies like Exxon and Chevron, and efforts to become energy independent from Iran by developing domestic natural gas instead of importing it.4. Strategic Pipeline Development & Hormuz BypassGoldman Sachs projects that new pipelines could divert 45% of Strait of Hormuz oil by 2027 and 60% by 2028. This reflects global efforts to circumvent potential disruptions at this critical chokepoint, which is bad news for Iran's economic recovery.5. Canada's Shale Gas RenaissanceLong-dormant shale gas reservoirs in Alberta are being revitalized through oil plays, particularly in the Basal Belly River Formation. This represents a significant opportunity for Canadian energy production.6. Data Center Energy Demands & New York's MoratoriumNew York has imposed its first moratorium on data centers (affecting only 5 facilities), which the host criticizes as "virtual signaling." The discussion contrasts New York's restrictive energy policies with other states like Texas, Virginia, and Georgia that are attracting data centers due to better energy availability and lower costs.7. Grid Resilience & Security ThreatsThe podcast warns about potential grid vulnerabilities, citing Exelon's CEO prediction that Americans could face blackouts as soon as 2027. There's also concern about 136 Iranian drones rumored to be in Cuba that could potentially target U.S. grid infrastructure in Florida.8. Energy Market Prices & Investment OutlookThe episode concludes with current market prices (WTI crude at $82.72, Brent at $88.77, natural gas at $2.91) and emphasizes the importance of energy awareness and personal preparedness for potential emergencies.Check the articles on https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
In 1978, an Exxon scientist asked a question in capital letters: were the oceans dissolving coral reefs? By 1982, Exxon's own scientists had the answer, in writing. So did Shell by 1986. This episode traces a newly published Oxford University study that dug through more than fourteen thousand pages of fossil fuel industry documents and found that the world's biggest oil and gas companies understood, decades before the public did, exactly how their product would wreck coral reefs. We walk through what the industry knew and when, how a funded think tank report in 2012 was built to look like an official government climate assessment while contradicting the industry's own internal science, and where coral reefs stand today after the largest global bleaching event ever recorded. Along the way, we cover the coral chemistry that makes reefs vulnerable to rising CO2, the internal Exxon and Shell documents at the center of the Oxford study, and how this paper trail is now showing up as evidence in real courtrooms, including a landmark January 2026 ruling in The Hague. This isn't a story to leave you paralyzed. It closes with four concrete actions you can take this week, from sharing what you now know to pushing the emissions lever that actually moves the needle. If you care about coral reefs, or you just want the receipts on one of the biggest corporate cover-ups tied to the ocean, this episode is for you. Support Independent Podcasts: https://www.speakupforblue.com/patreon Need help with your ocean non-profit, company, or project? Get the help you need with Pisces Oceans Inc.: https://www.piscesoceans.ca Connect with Speak Up For Blue Website: https://bit.ly/3fOF3Wf Instagram: https://bit.ly/3rIaJSG TikTok: https://www.tiktok.com/@speakupforblue Twitter: https://bit.ly/3rHZxpc YouTube: www.speakupforblue.com/youtube
Armored Against Demon Invasion (audio) David Eells – 7/15/26 Bundle of Serpents Attacks John David Feagin - 10/31/2011 (David's notes in red) In the brief dream I had, there was a bundle, like the old-fashioned bundle of wheat that was being passed down from two others in line to me, only this bundle was a bundle of serpents. I could tell that they were very venomous serpents, like sea snakes, cobras, mambas, or coral snakes. They tried to bite my arm and, naturally, I did not like this. I did remember that we are immune to the bites of serpents if we are covered in the Blood of Jesus, so this is where I put my trust. I was no longer so concerned and set them aside. At the time I awoke, this was puzzling to me, but now, after some thought, I believe I understand it more fully. The snakes involved have neurotoxins, which attack the brain, that is, our thoughts. We are strictly warned to take captive our every thought (that is, against the knowledge of God's Word) and this now means much more to me than it ever has before. I am certainly no expert with such things or spiritual warfare, but I do know that demons associated with pornography, bitterness, criticism, faction, etc., are very powerful and deadly. I also know that demons can be transferred by men, and inadvertently opening doors, even with the best of intentions, can invite personal attack. I personally believe this was a warning to be very careful, but it may also be a general warning to others as well, and may be applied to all sorts of demonic or thought influence. If the enemy can truly read our thoughts and insert them, as has been shown in a previous UBM study, then this is particularly devious. It is difficult to reject such thoughts if you think they are your own. Then, this morning, as a sort of confirmation, I saw the UBM update about the bug detector and casting such thoughts to hell immediately in the name of Jesus. I also noticed that when I was praying, in the Word, and seeking wisdom in such matters, my thoughts were clear, but when my guard was down, my own thoughts and emotions in the matter, no matter how well-intended, were somewhat intoxicating. So, forewarned is forearmed. God bless always in His service. Be careful of slander and criticism for the purpose of making disciples. It comes only from demons, and those they can use, and it comes for only one reason -- to impart demons and poison minds against someone the devil hates. Demons impersonating aliens to turn the world to the mark of the beast to destroy Christianity. The Word for “heresies” or “parties” in Galatians 5:20 means “a self-willed opinion leading to division”. The word for factions among these works of the flesh means separating followers through selfish ambition. Demons impersonate righteous indignation but are actually criticism or new revelation. {Jas.3:14} But if ye have bitter jealousy and faction in your heart, glory not and lie not against the truth. {15} This wisdom is not [a wisdom] that cometh down from above, but is earthly, sensual, devilish. {16} For where jealousy and faction are, there is confusion and every vile deed. Bluffing Demons & Spiritual Authority Sandy Shaw 11/09/2011 (David's notes in red) The way this dream starts is that I'm walking into this room, and I'm watching a group of men (some I know, some I don't know) who are turning around and leaving the room. I ask the ladies there, “Where are the men going?” (These men are the chosen.) The women who are there tell me not to worry because they need to go -- they have to go. The Lord wants them to go. When this happens, I feel like all the women are in unity that the men needed to go. (The spiritual catching up to the throne anointing of those who will return as the Man-child reformer ministry.) I then grab Tina's hand and ask, “Don't you feel the winds of change?” She answers, “What?” Then I say, “The change. The winds of change. Don't you feel the winds of change?” (From this point on, everything will change both positively for those who love God and are called according to His purpose and negatively for the wicked; a separation of the wheat from the tares. Tina ended up going factious, the opposite of Sandy.) Then I go from there to an ancient-looking town square or plaza. People are walking all around. There are archways all around the square leading into different hallways, buildings, or rooms. It looks and feels like it's an ancient city. (Archways were made famous by the ancient Romans, who were the first to apply the technique to a wide range of structures. We are seeing a revival of the iron and clay of Daniel's end-time vision of the 10 toes of the world beast kingdom. There is no dispute that the iron is the seed of the Roman Empire.) As I'm walking slowly through this square, I'm praying. I'm praying continuously because I can feel the presence of evil so strongly there. (Great darkness is about to descend as the principality of the old Roman Empire prepares to take charge and make the covenant with many, as spoken of in Daniel 9:26,27.) As I'm looking at some of the people, they look human, but for a brief moment, I can see certain demons that are controlling them. (As we watch this progressive revelation, the people who belong to the body of the beast become less and less human and more and more demon, just as those who belong to the body of Christ become less and less human and more and more sons of God. Those from among the people of God who do not forsake their evil will go with the wicked. {Rev.22:11} He that is unrighteous, let him do unrighteousness still: and he that is filthy, let him be made filthy still: and he that is righteous, let him do righteousness still: and he that is holy, let him be made holy still. In the days before the coming of the Lord, at the end of the tribulation, Jesus will come in and then with His saints. {2Th.1:7} and to you that are afflicted rest with us, at the revelation of the Lord Jesus from heaven with the angels of his power in flaming fire, {8} rendering vengeance to them that know not God, and to them that obey not the gospel of our Lord Jesus: {9} who shall suffer punishment, [even] eternal destruction from the face of the Lord and from the glory of his might, {10} when he shall come to be glorified in his saints, and to be marvelled at in all them that believed (because our testimony unto you was believed) in that day.) As I'm praying, some man grabs my arm and pulls me into one of the hallways. As he is pulling me into the hallway, I hear someone in the square saying, “We gotta find her. We gotta find her. We have to stop her. Her prayers are reaching the throne of Heaven!” (These voices are the demons speaking through men). (Our prayers do reach the throne when sent by faith, and the demons' plans are thwarted. {Psa.10:17} Jehovah, thou hast heard the desire of the meek: Thou wilt prepare their heart, thou wilt cause thine ear to hear. {Rom.10:13} for, Whosoever shall call upon the name of the Lord shall be saved. {Jer.33:3} Call unto me, and I will answer thee, and will show thee great things, and difficult, which thou knowest not.) So the man pulls me into this room, and there are mostly men and a few women there. This room is full of uniforms of all different kinds. The people are trying to figure out which uniform to put on. Some of the uniforms are military. As they are excited about finding the right uniform to wear, they are trying them on. I know in the dream that these people are Christians. (The “Christians” will be worried about how to appear to the world in this dangerous time and what lifestyle to put on besides Christ's. A military uniform indicates a militant lifestyle in dealing with this beast system, which will be disastrous since “they who take the sword will die by the sword”. We must put on the uniform of the new man, who is in the image of Jesus and His actions, according to the knowledge of the Word. {Col.3:9} lie not one to another; seeing that ye have put off the old man with his doings, {10} and have put on the new man, that is being renewed unto knowledge after the image of him that created him.) I tell them that they have it wrong and that the full armor that they need to put on is the full armor of God, not one of these physical uniforms made by man. The people just look at me, not receiving anything I'm saying (as apostate patriotic Christians). A man asks me to sit down and take a look at this uniform. Then this man puts on some kind of uniform with a jacket. The jacket and uniform cover his legs, feet, and everything. There is a hood to the jacket that covers his whole head with a face-covering mask. The material of the jacket is a material I've never felt before. They then pour chemicals over it, resulting in no damage. Then they turn a blowtorch on it, and the torch doesn't burn or damage it. (As a volunteer fireman for Exxon, they gave us shirts that had metal woven into them to reflect heat. Our government is allying with alien impersonating demons like the galactic federation or alliance in hopes of profiting from their “higher technology.” But these hate Christians and will help to bring about the mark of the beast to be rid of them.) They are really excited about the uniform/jacket and are picking it to be the one they will use. (There is no safety outside of God's will. He sent the curse, and no man can defend from it. {Jer.17:5} Thus saith Jehovah: Cursed is the man that trusteth in man, and maketh flesh his arm, and whose heart departeth from Jehovah. ... {7} Blessed is the man that trusteth in Jehovah, and whose trust Jehovah is. {8} For he shall be as a tree planted by the waters, that spreadeth out its roots by the river, and shall not fear when heat cometh, but its leaf shall be green; and shall not be careful in the year of drought, neither shall cease from yielding fruit.) I tell them again, “No, you have it wrong; it's the full armor of God that you need to put on. There is nothing manmade that will help you. You only need the full armor of God”. I then get up and walk out of there into the long hallway. As I walk down the hallway, it is full of men lining up to put on the uniform they think is going to help them in the battle ahead. {Psa.33:16} There is no king saved by the multitude of a host: A mighty man is not delivered by great strength. {17} A horse is a vain thing for safety; Neither doth he deliver any by his great power. {18} Behold, the eye of Jehovah is upon them that fear him, Upon them that hope in his lovingkindness; {19} To deliver their soul from death, And to keep them alive in famine. {20} Our soul hath waited for Jehovah: He is our help and our shield. ... {Psa.34:7} The angel of Jehovah encampeth round about them that fear him, And delivereth them. {8} Oh taste and see that Jehovah is good: Blessed is the man that taketh refuge in him.) After leaving the “Christians” in their false confidence, I kept walking and went back to the square. The ground in the square has changed: it's all dirt now, and I could see through the dirt. I see under the dirt different piles of bones all over the place. No one knows that those bones are there, and no one sees them either. I'm not quite sure why I'm seeing them. (The hidden bones represent those who are martyred behind the scenes because they are not prepared for the battle by putting on the Lord Jesus Christ, as in Romans 13:12-14. Notice that putting on Jesus IS putting on God's armor or protection. Notice that it is always called the “armor of God” because it is God Himself. {Eph.6:11} Put on the whole armor of God, that ye may be able to stand against the wiles of the devil. {12} For our wrestling is not against flesh and blood, but against the principalities, against the powers, against the world-rulers of this darkness, against the spiritual [hosts] of wickedness in the heavenly [places]. {13} Wherefore take up the whole armor of God, that ye may be able to withstand in the evil day, and, having done all, to stand. {14} Stand therefore, having girded your loins with truth, and having put on the breastplate of righteousness, {15} and having shod your feet with the preparation of the gospel of peace; {16} withal taking up the shield of faith, wherewith ye shall be able to quench all the fiery darts of the evil [one]. {17} And take the helmet of salvation, and the sword of the Spirit, which is the word of God: {18} with all prayer and supplication praying at all seasons in the Spirit, and watching thereunto in all perseverance and supplication for all the saints. Notice that putting on all of these attributes: truth, righteousness, the Gospel, and salvation are manifestations of the Word, Who is Jesus. Putting on Jesus is putting on God. It is the armor of GOD Himself.) I'm walking through the square again, and I'm praying because I need to get to the other side of the square. (Contrary to popular opinion, we will all have to pass through this time of the revived Roman beast with America at the head.) As I'm walking and praying, the people that I saw with demons controlling them, I now see as full-blown demons, but to the natural eye, they still looked human. (The worldly people will be totally possessed, though they appear to each other as normal, and we are seeing more of this happening now. The D.S. can only be picked out by their leftist demon doctrines.) There was one demon that would walk really fast. So fast that it seemed as if he was flying. This demon went right in front of my face, standing right in front of me but he could not see me. He was really angry and talking with authority, telling the other demons, “We have to find these people who are praying! NOW! NOW, I say! Find them! (Prayer by those who believe in its power will be both destructive to Satan's kingdom and defensive to those who walk in the Lord's Kingdom. {Jas.5:16} Confess therefore your sins one to another, and pray one for another, that ye may be healed. The supplication of a righteous man availeth much in its working. {17} Elijah was a man of like passions with us, and he prayed fervently that it might not rain; and it rained not on the earth for three years and six months. {18} And he prayed again; and the heaven gave rain, and the earth brought forth her fruit.) I was standing right in front of him, praying, and the demon had no clue that I was there. (In other words, I was hidden in Christ.) So, I keep walking and when I get to the right-hand corner of the square, I look. I stop, turn around, and I'm looking! I'm watching these people. And the room is not really a room. The way that it feels is completely off, like when you walk into a room, and you can see the light, yet you can see shadows behind things. This was now completely reversed. There was light where shadows would normally be. There were bits and pieces of light. It was completely off, completely out of order. It just didn't feel or look right. (When the light is dark, and the dark is light, it is when good is called evil and evil is called good. This is where demon-possessed society is and has been going. {Isa.5:20} Woe unto them that call evil good, and good evil; that put darkness for light, and light for darkness; that put bitter for sweet, and sweet for bitter! We see this with demon-possessed people now.) After I walked through there, I saw what looked like some kind of old train depot-type thing. I know it's some kind of old transportation system. I'm in this room where there are two big fences with gates -- a cement-type fence. There is a gate, and people are going in and out of the gate. And then there is like a middle part where a lot of people are walking -- a lot of traffic. (To get where they want to go, Christians can't walk where the masses do in their bondage, spiritually speaking. {Mat.7:13} Enter ye in by the narrow gate: for wide is the gate, and broad is the way, that leadeth to destruction, and many are they that enter in thereby. {14} For narrow is the gate, and straitened the way, that leadeth unto life, and few are they that find it. We must be conformed by the Word within.) On the other end is the same kind of gate that people are entering this place from somewhere else. When I go there, I'm waiting for Tina, Sam, and my mom. I feel like Tina and Sam went to get my mom wherever she was to bring her here. I knew that it hadn't been very long since I had seen Tina and Sam, but that I hadn't seen my mom in a while. Tina and Sam were getting ready to go through the gate that's on the other side to go to the middle. My mom stopped them and said, “No, we can't go that way. We have to go the other way”. (Sandy said that she felt that if they had gone into the middle, they would have died. This warning was not taken seriously by them and they spiritually died. They did not listen. This is where the people of God need to go from the worldly to the spiritual; there cannot be ‘a halfway', ‘a lukewarm'. This would mean spiritual death to them in this time and a spewing out of the body of Christ. {Rev.3:15} I know thy works, that thou art neither cold nor hot: I would thou wert cold or hot. {16} So because thou art lukewarm, and neither hot nor cold, I will spew thee out of my mouth.) If you walked all the way around to the end, there was another part that was covered by the fence. They did not walk in the middle part. They had to walk all the way around to where I was. (The path of least resistance, or the shortcut, is the wrong way. The worldly church offers many of these. Just listen to them, and they will show you the quick and easy way to get saved and fly away, but the end is death.) They were almost down to that part, and there was another little gate to walk to the middle. My mom stopped and turned around and told Tina, “Grab Sam. He cannot walk in the middle. There is no middle; he can't walk in the middle”. (None of those who are lukewarm, middle-of-the-road walkers will spiritually survive.) As Sam goes toward the middle, Tina grabs him and they walk all the way around to where I was. I greet them and hug them. (This awakening was temporary.) Then I tell them, “Things are not what they seem to be”. My mom then says, “It's okay, it's okay, because everything that is happening is according to God's will. We just need to stay in constant prayer. {Pro.14:12} There is a way which seemeth right unto a man; But the end thereof are the ways of death. We just need to stay in constant prayer”. (In the days of strong delusion and deception, there's much advanced technology now using AI, CGI, and programming through drugs, mind control and manipulation, etc., we cannot walk according to our carnal mind or senses, or we will stumble. Prayer without ceasing is our command.) So, I'm walking ahead of them. Tina is walking on one side, my mom on the other side, both holding Sam's hand. Sam was not as old as he is now. He looked to be eight or nine years old. (We will have to help guide those Christians who are not yet mature in discernment. God will hear their prayers, too. Samuel is Hebrew for “God heard” or “God's name”. Shem is a variant of Sam, meaning “name”. Shem was the father of the people of the name, as Christians are now. Shem was the father of the Israelites.) Sam was trying not to act afraid when there was the presence of evil all around us. Even amongst all the evil, we knew we were under the protection of the Lord. There was no safe place other than the arms of God. I bent down to talk to Sam in his ear, saying, “It's okay to be afraid; you just fear the Lord. Don't fear anyone else or anything else. Nothing can harm you because they have to go through the Father first. Don't be afraid”. (Fear permits faith to be robbed and the enemies to take advantage of us. It is faith in reverse. {Psa.23:4} Yea, thou I walk through the valley of the shadow of death, I will fear no evil; for thou art with me; Thy rod [of correction] and thy staff [of direction], they comfort me. {5} Thou preparest a table before me in the presence of mine enemies: Thou hast anointed my head with oil; My cup runneth over. (With this anointing of the Holy Spirit, we should give the good confession.) {6} Surely goodness and lovingkindness shall follow me all the days of my life; And I shall dwell in the house of Jehovah for ever.) Then we started walking back to the square. The dirt has changed again. The dirt now seems like it's a mud-like consistency. But to the natural eye, it looks just like dirt. I still see the piles of bones now with the mud going between the fingers, toes, etc. But now I also see something like a circle; it's a tunnel and I can see it at weird angles and kind of far. The things that I'm seeing in these tunnels are body parts with the flesh. I'm seeing arms cut off, legs, face, head, all different kinds of body parts. They look to be freshly cut off from the body because I can still see the blood. The blood is still wet. I can see the nerves on some of these parts still shaking and moving. (The ‘powers that be' have made many underground tunnels connecting cities, where the military and special forces have found remains of countless people who were murdered by satanists. According to other dreams and prophecies I have seen, it is in these tunnels that the saints will be expected to renounce Jesus or die. It behooves us to walk carefully so we fill out both our days and our ministry.) I'm getting ready to step, and I stop. I put my hand out to stop my mom, Tina, and Sam as I watch the details of the body parts freshly cut off. It was gross. I then asked them if they saw those parts. Tina and my mom saw it; Sam closed his eyes. He didn't want to see it. I then asked, “But it's not there?” My mom said, “Oh, but it is there under the dirt”. We stopped then and there, and we started praying. We were praying in tongues. While we were praying, I told Tina to take my mom and Sam to the outer part of the square, find a place, and begin praying and interceding. And that's what they did. (As with the Nazi persecutions in the death camps of World War 2, many will deny for the sake of soothing their own conscience that these persecutions are happening, but they will be out of sight and out of mind, “under the dirt”.) I was taking very small steps as the Lord was guiding me and telling me to. (Every step in these days will need to be according to the Father's will because of the dangers. {Eph.5:15} Look therefore carefully how ye walk, not as unwise, but as wise; {16} redeeming the time, because the days are evil.) And I was just praying and praying and praying. As I was starting to pray, I saw the people in the square now completely as demons. I no longer saw them as humans. (The righteous will be able to see in the spirit realm those who have been displaced by demons.) As I was walking, I felt as if they were trying to find me, and they were bumping into me, but didn't know they were hitting me. I kept praying more and more. I prayed out loud, and they could hear me but couldn't see me. (Invisibility in the spirit realm makes for peace from the flesh realm.) That big demon I saw earlier that walked really fast was now there, and there were more demons of his stature and size. They were frantic, upset and mad. One of them said, “Now there are more praying. Do you hear them praying? We have to find them NOW! I'm telling you, their prayers are reaching the throne room of Heaven. Things are going to change. Find them NOW!” There was such an urgency to find us. I walked all the way to the end of the square and I turned around and asked, “Okay, Lord. What is it that You want me to do?” (Truly, “things are going to change.” Walking to the end of the square represents that the saints will go through this beast tribulation and bring the Gospel to the whole world. Watch volume one of Hidden Manna for the End Times.) I don't know where the Lord took the men whom I saw at the beginning of the dream or what had happened, but I just knew that they were coming back. The demons were still looking really hard for the people who were praying. Not just us, but they were looking to stop everyone everywhere from praying. The Lord told me to step a foot back in the square, and I did. When I stepped back in the square, I was speaking the Word out loud. Everything that the Lord was saying to me, I was speaking out loud. The demons could now see me and were in my face, trying to intimidate or scare me. I knew that they could not touch me. They were telling me to shut up, be quiet, that my prayers were dead, and I was doing no good. “Don't you know we can kill you? We can take you out! You are nothing!” Many of them kept saying those things to me over and over. (Demons are full of threats to discourage the prayers and works of God, but most Christians don't recognize them as coming from demons, but feel they are their own thoughts and are defeated. The knowledge of God's Word will enable them to defeat the deceivers. {2Co.10:3} For though we walk in the flesh, we do not war according to the flesh {4} (for the weapons of our warfare are not of the flesh, but mighty before God to the casting down of strongholds), {5} casting down imaginations, and every high thing that is exalted against the knowledge of God and bringing every thought into captivity to the obedience of Christ.) I said to them, “I am nothing, but through Christ Jesus He is everything. He is my all and all. Everything that I need, God is. God is the source. God is the strength. God is the great I AM! One of the demons was so close to my face that I could smell his stench. So close that he was almost touching me. I told him, “You are nothing! You can't do anything other than what my God allows. You are nothing! (God is sovereign over all, but He will allow many things that we allow because He has delegated authority over all the power of the enemies. {Mat.18:18} Verily I say unto you, what things soever ye shall bind on earth shall be bound in heaven; and what things soever ye shall loose on earth shall be loosed in heaven. {19} Again I say unto you, that if two of you shall agree on earth as touching anything that they shall ask, it shall be done for them of my Father who is in heaven. ... {Luk.10:19} Behold, I have given you authority to tread upon serpents and scorpions, and over all the power of the enemy: and nothing shall in any wise hurt you. {20} Nevertheless in this rejoice not, that the spirits are subject unto you; but rejoice that your names are written in heaven. I heard a noise behind me, and I turned around and saw all the men who had gone out, and there were more with them coming, and with what looked like Christ in the middle. Everyone was dressed in white. When Christ and all those men came on the scene, some of those demons became smaller and smaller. The ones that were already small were trying to run, but they couldn't go anywhere, as you have seen in cartoons, only this was not a cartoon; they were liquefying before me into a puddle on the floor, and then they were gone. I was backing up as the men were going forward. I went with Tina, Sam, and my mom to this place where I saw a lot more people who were praying and interceding. Then I woke up. (Who are these men whom the demons fear? The Lord is in the Man-child ministry to raise up many in the image of the Lord. These are coming to wreak havoc on the spiritual hosts of wickedness. Hallelujah!) After I woke up from the dream, I heard the Lord say, “Write this down: “You have all power and authority in the name of Jesus Christ. Understand and know the power of His blood. For you are adopted, therefore you are entitled to everything. Hear Me! Understand Me! Know Me! For then the enemy cannot deceive you for what's ahead.” The Men Whom the Demons Fear Seven spiritual shepherds who are sent by the Man-child to minister to the seven Churches, which is mentioned in Hidden Manna for the End Times. First, Jesus is coming to be manifested in the Man-child ministry. (Mic.5:2) But thou, Beth-lehem Ephrathah, which art little to be among the thousands of Judah, out of thee shall one come forth unto me that is to be ruler in Israel; whose goings forth are from of old, from everlasting. Obviously, this is Jesus. (3) Therefore will he give them up, until the time that she who travaileth hath brought forth (the man-child body): then the residue of his brethren shall return unto the children of Israel. Jesus left because of rebellion and will return in the Man-child who is born of the travailing woman in Revelation 12. As Jesus fed the former rain woman in a body of flesh, so He will feed the latter rain woman in a corporate body of flesh. (Mic.5:4) And He shall stand, and shall feed [His flock] in the strength of the Lord, in the majesty of the name of the Lord His God: and they shall abide; for now shall He be great unto the ends of the earth. The Jesus of the former rain was revered by the disciples and feared by His enemies, but because of apostasy, this has not been true for many centuries since because they have had “another Jesus.” The Man-child body and those disciples who follow in His/their steps will restore this, and He shall be “great unto the ends of the earth”. The Man-child's teaching will bring peace to the seven churches that are at war with the beast and harlot. (5) And this [man] shall be [our] peace, When the Assyrian shall come into our land, and shall tread in our palaces, then shall we raise against him seven shepherds and eight principal (Hebrew: “princes among”) men. The corporate body of the Man-child is “this man” who brings peace to the corporate woman with his teachings, which enable her to resist the beast invasion. He brings peace because the “Prince of peace” is in his heart. Spiritually speaking, we are the “land” with the “palaces” that the corporate beast is trying to invade. (1Co.3:9) For we are God's fellow-workers: ye are God's husbandry (Greek: “tilled land”), God's building (“palaces”). As we shall see, the beast is a corporate spirit from the abyss (Rev.17:8) that inhabits the body of the wicked (3) and seeks to inhabit the righteous and mark them. Notice that the “Assyrians” are called “him” which shows that they are seen as the corporate body of the beast. Since the Assyrian beast kingdom passed away over 600 years before Christ, they could not have been connected with Jesus or the Man-child. Therefore, God, as usual, was using the beast of that day to represent a particular aspect of the end time beast. As the Assyrian beast did not conquer Jerusalem, so the end time beast will not conquer those spiritually abiding in the New Jerusalem. (Mic.5:5) ...Then shall we raise against him seven shepherds and eight principal (Hebrew: “princes among”) men. The Man-child Jesus raised up twelve apostolic shepherds primarily to restore those of the “twelve-tribes of Israel” who would listen (Mat.10:5; Act.26:7; Jas.1:1; 1Pet.1:1). In exact parallel, the corporate Man-child will raise up “seven” corporate apostolic “shepherds” primarily to restore the “seven churches”. The Man-child's primary job is to feed the unleavened bread of the Word to disciples in order to manifest Christ in them. These will be the new leadership for the seven churches in the last 3 1/2 years. These “seven shepherds” are not sectarian religious leaders but one man in Christ and are inhabited by one “prince of peace”, Jesus, hence “eight princes among men”. In the next chapter of Micah, we will see that even after the Man-child Jesus' 3 ½-year ministry, He promised to be with the shepherds in spirit “unto the consummation of the age,” (Greek: Mat.28:20) hence “eight princes among men”. These princes are sons of the King and have authority over His realm of the seven churches. The seven churches of Revelation are a type of seven different types of Christians in the Church. (Isa.4:1) And seven women (the Church) shall take hold of one man in that day. The “one man” here is Jesus manifested in the Man-child. Then He will be manifested in the seven shepherds and then in the true Church. One of God's solutions to the apostasy in the Church is new leadership. (Isa.1:26) And I will restore thy judges as at the first, and thy counselors as at the beginning. The same type of counselors in the former rain will be given in the latter rain. Here is another confirmation of the Man-child giving His revelation to seven shepherds, who passed it on to the seven churches. When the Man-child Jesus sent His shepherds out, He called them “apostles”, meaning “one sent forth”. In other words, the shepherds were the Man-child's messengers to the churches. As a type of the Man-child, John on the Isle of Patmos was “a partaker with you in the tribulation” (Rev.1:9) when he was caught up to the throne of God and given a revelation of the coming tribulation to give to the seven churches. (4:1) After these things I saw, and behold, a door opened in heaven, and the first voice that I heard, [a voice] as of a trumpet speaking with me, one saying, Come up hither, and I will show thee the things which must come to pass hereafter. (2) Straightway I was in the Spirit: and behold, there was a throne set in heaven, and one sitting upon the throne. Like Jesus, he was given a revelation of the apostasy in the Church and told to send it to the seven churches by the hand of seven angels. (1:11) ...What thou seest, write in a book and send [it] to the seven churches.... (Rev.2:1,8,12,18; 3:1,7,14) To the angel of the church in Ephesus (and so with Smyrna, Pergamum, Thyatira, Sardis, Philadelphia, Laodicea) write.... “Angel” in these cases is the Greek word angelos meaning “messengers” and is also used of ministers in the New Testament (Example: Luk.4:24,27; 9:52). The equivalent Hebrew word in the Old Testament is translated “messenger” when speaking of priests (Mal.2:7), John the Baptist, and Jesus (Luk.3:1). Since it doesn't make sense that John sent the revelation by angels, he must have sent it by seven minister messengers to the seven churches. This is exactly what Jesus did as Man-child. He shared His revelation with minister messengers, who shared it with the seven churches.
Neoliberales Schattennetzwerk, rechte Weltverschwörung, Milei-Macher: Kaum eine Organisation zieht so viel Misstrauen auf sich wie das Atlas Network. Correctiv zählt es zu einem Netzwerk aus Klimaleugnern, das ARD-Magazin Monitor rückte es in die Nähe eines rechten Lobby-Apparats. Hinter Atlas stehen 500 Think Tanks auf allen Kontinenten und ein Budget von 25 Millionen Dollar. CEO Brad Lips sagt, es gebe keine Verschwörung von oben, sondern Wandel von unten.Steckt Atlas hinter Milei und Project 2025? Warum ist die Heritage Foundation kein Partner mehr? Und wer bezahlt eigentlich das Ganze – Koch, Exxon, Tabak? Ein Gespräch über Einfluss, Geld und die Frage, wo der Liberalismus falsch abgebogen ist.(Die Untertitel sind mit KI erstellt. Es könnte Fehler in der Übersetzung geben.)*Transparenzhinweis: Der deutsche Think Tank Prometheus ist Teil des Atlas Netzwerks. Wir waren 2024 Teil eines Prometheus -Fellowships für Change Entrepreneure. Neben einer Geldzahlung sind wir für unsere unternehmerische Tätigkeit geschult worden. Heute mieten wir noch gemeinsame Räume an, sind bereits auf ihren Veranstaltungen als Speaker aufgetreten, sind aber redaktionell oder inhaltlich nicht miteinander verbunden.--------------------------------------------------------------------Heute am Mikro: Benjamin Scherp und Dominik SteffensUnterstütze uns auf Paypal oder werde Patreon und erhalte Exklusiv-Content!Folgt uns auf Instagram, um nichts zu verpassen: @based_medienbasedpodcast.de
Hello Interactors,Welcome to summer where Interplace turns its attention to physical geography and the environment. It's already a crazy El Niño — thanks in large part to global warming — and the United States is having a big birthday. How might these be related and what to do about it?What follows is not a celebration or a condemnation, but more of a reckoning. I look at what was built, what was deliberately forgotten, and what is now continually arriving, season by season, in forms of weather the founders could not have imagined.Although Alexander Humboldt — one of the world's most famous scientists at the time — did warn Jefferson of the effects of human-induced climate change in 1804. He based his prediction on changes he observed in forests and water systems as a result of mono-crops and industrial “steam and gas”. Jefferson ignored him.BUILDING, BURNING, BILLOWING BACKOn this momentous 250th Fourth of July, when the world is experiencing record level extreme weather events, let's reflect on how over the last 250 years the United States helped build, extract, and then burn the material and political conditions that made climate change possible. From the beginning, it tied itself to land, extraction, mobility, and expansion. Over time those commitments became an energy system built on coal, oil, gas, highways, suburbs, industrial agriculture, and a development model that treated nature as an inexhaustible storehouse. That legacy is now legible in the atmosphere itself. Let's light a Roman Candle in celebration!Even before the 4th of July fireworks celebrations create another nationwide 42% average increase in fine particulate matter (Seidel, et al., 2015), the United States bears the single largest share of cumulative historical CO₂ emissions of any nation . We represent roughly 20 percent of the global total since 1850 contributing approximately 0.2°C of warming to date (Carbon Brief, 2021; UNEP, 2023). To represent four percent of the world's current population and be responsible for nearly a fifth of its cumulative warming is not a coincidence of geography or fake news. It is the outcome of deliberate choices about how a republic would be organized, energized, and expanded across two and a half centuries.The United States has long imagined freedom in spatial terms: movement, property, settlement, mastery, frontier, and circulation. Those abstract ideals were made real through land theft and remade landscapes, as well as through infrastructure built in significant part by African and African American enslaved labor. Each step along the way depended on ever-greater throughput of energy, labor, and material. In that sense, the country's history is also a history of how thought became organized around extraction and exploitation, until those thoughts and actions themselves became a kind of common sense. But by the late nineteenth century and early twentieth centuries increased industrialization meant emissions grew. They surged during the postwar era and peaked in the early 2000s — a trajectory that maps almost exactly onto the spatial project of suburban expansion, highway construction, and fossil-fuel-dependent agriculture (Climate Change Tracker, 2024). Two-thirds of the country's cumulative warming impact derives from fossil CO₂ alone. The built environment of American freedom is as inseparable from the chemical footprint it left behind as a firecracker's scattered debris and carbon residue.This leaves us with a climate crisis that is not just the result of a few bad policy choices in the late twentieth century. We exist in a cumulative outcome of a long national project that normalized combustion as prosperity and treated atmospheric consequence as some distant abstraction. Kind of like turning up the radio to drowned out the sound of your car making a funny noise. The federal state government played a central role in this process. Not only through direct policy and subsidies, but through the development of roads, ports, power systems, agricultural regimes, and military logistics that expanded the scale of fossil dependence at every scale of national life.The fossil fuel industry understood this trajectory earlier than the public was permitted to know. A systematic analysis published in Science found that ExxonMobil's own scientists accurately projected and skillfully modeled global warming due to fossil fuel burning from as early as 1977. These projections are consistent with subsequent observations. And yet, for decades, the company publicly pushed doubt and denial (Supran, Rahmstorf, & Oreskes, 2023). Consequently, what America projects as “economic growth”, fueled enormously by the fossil fuel industry, is embedded not only in a collective national memory but in the scientific record.The irony is that America's confidence in its own permanence rested on a false sense of geography. The landscape seemed stable because the costs were displaced in the form of upstream mining, downstream pollution, hidden emissions, imported and exported harm, and deferred climate effects. The effects on the atmosphere made that displacement impossible to sustain. The ‘progress' that had been scattered across space and time returns as heat, drought, fire, flood, and increasingly volatile weather. We built a world in which the rewards of extraction were immediate while the penalties were delayed. Call it what you will — the climate crisis is just the debt of delay, dressed as disaster.KNOWING, NEGLECTING, NEUTERING KNOWLEDGEThe USA did not simply keep burning and expanding on autopilot. By the late twentieth century, it had also begun to lose the institutional capacity to understand what its own trajectory meant. The problem was no longer that the 1970's scientific picture Exxon had already portrayed was absent. The evidence was clear. By the early 1990s the United States had ratified the United Nations Framework Convention on Climate Change (UNFCCC) and formally accepted the goal of returning greenhouse-gas emissions to 1990 levels by the end of the decade.The barrier to progress was not ignorance, but a degraded relationship between knowledge and power. This was engineered in part by more fossil fuel industry campaigns to sow doubt about science it privately accepted. Historians of science Naomi Oreskes and Erik Conway documented how a loose-knit network of industry-connected scientists ran effective campaigns to mislead the public on issues from tobacco to climate change. They exploited the media's tendency toward false balance and keeping controversy alive long after scientific consensus had been reached (Oreskes & Conway, 2010). The strategy was to make certainty seem uncertain, and it worked. For decades, political inaction persisted through every window of action that may have helped.By the mid-1990s, climate change had become legible enough for federal institutions to name, study, and plan around, but the machinery of governance was being bent in the opposite direction. Newt Gingrich and the Republicans who rose with him may not have invented anti-government politics, but they weaponized it. Curiously, through pro-governmental politics. While their rhetoric promised efficiency and modernization, in practice it often meant cutting staffs, weakening committees, abolishing subcommittees, and treating the legislature less as a site of deliberation than as a theater of permanent combat. After all, their own staffers affectionately referred to Gingrich and his wrecking crew as ‘jihadists' — even as those same politicians promulgated and attached that term as a slur toward Muslims. One of the most consequential acts of this period was the 1995 defunding of the Office of Technology Assessment. This was a bipartisan, independent body that had produced over 750 reports on complex scientific and technical questions since 1974, including major studies on energy policy, environmental risk, and the long-range consequences of atmospheric change. Gingrich had vowed to kill the OTA during his 1994 election campaign. He kept his promise, and with it eliminated one of Congress's primary mechanisms for converting scientific knowledge into durable legislative capacity (Wikipedia, Office of Technology Assessment; AAAS Science, 2019).A legislature cannot respond intelligently to a long-range atmospheric crisis if it has stripped away the very mechanisms designed to synthesize evidence, test assumptions, and tackle complex questions over time. What replaced deliberations mediated by experts was a vacuum quickly filled by industry lobbyists — the same industry that, amongst themselves, knew exactly what Gingrich was doing. Research on institutional dynamics in climate governance consistently finds that fragmented policy, weak intergovernmental coordination, and the erosion of technical capacity are among the most significant barriers to effective long-range climate action (Jaisridhar et al., 2025; Birchall, Bonnett, & Kehler, 2023).The thinning of Congress's own cognitive infrastructure in 1995 was a bureaucratic adjustment that disabled the country's capacity to govern on topics beyond the timescales and dimensions of a single administration. The political system was becoming less capable of converting recognition into sustained action precisely as the need for that conversion became most urgent. The United States not only helped create the conditions for warming but undermined its own capacity to govern the effects warming created. The atmosphere was warming and so was the willful weakening of the world's most powerful potential partner in planetary protection.CASCADES, CRISES, AND COMING TO TERMSWhat follows is not simply a warmer world, but a less legible and actionable one. Once a political system weakens its own capacity to think long-term, it becomes ill-equipped to face a future that arrives not as a single rupture but as a cascade of self-reinforcing disruptions. We've all experienced or read about hotter summers, fire, more erratic rainfall, stressed coasts, shifting storm tracks, and weather that no longer behaves as the old seasonal calendar once did. Anthropogenic warming is already increasing variability in frequency and severity of weather systems. This in turn can alter local precipitation variability, storm behavior, and the climatic conditions on which seasonal expectations have long depended (Robinson, 2021; Wang et al., 2017; Scher & Messori, 2019). In several regions, climate change is expected not only to shift average conditions but to change seasonal predictability itself — especially for rainfall — making the future harder to read through the calendars and risk assumptions modeled and built from the past (Le et al., 2023; Delsole et al., 2014).Even now, the atmosphere offers a live demonstration of this instability. On June 11, 2026, NOAA officially declared that El Niño has arrived — with a 63 percent probability of reaching “very strong” intensity, defined as sea surface temperature anomalies of at least +2°C in the equatorial Pacific. This would rank it among the largest events in the historical record (NOAA, 2026). What makes 2026 categorically different from prior super events is not just its projected intensity but its baseline. This El Niño begins from the warmest ocean temperatures in human history, layered onto anthropogenic warming that has already pushed the planet to 1.55°C above preindustrial levels.As one paper argued in April, the El Niño is the accelerant; the fuel was already stacked (Hansen et al., 2026). The World Meteorological Organization (WMO) has placed an 86 percent probability on at least one year between 2026 and 2030 surpassing 2024 as the warmest on record, with 2027 — when El Niño's thermal lag typically produces its most extreme global signals — as the most likely candidate (WMO, 2026).When that variability is layered onto long-term warming, the result is not just discomfort but a deeper erosion of climatic predictability. ENSO — the El Niño-Southern Oscillation, the coupled ocean-atmosphere system that drives El Niño's periodic warming and its counterpart La Niña's cooling across the tropical Pacific — is not a new phenomenon, but its behavior is changing. Model evidence indicates that ENSO-related rainfall variability is likely to intensify and shift eastward under greenhouse warming, creating more severe and sometimes novel climate conditions across the terrestrial tropics (Cai et al., 2021; Rifai, Li, & Malhi, 2019). The question is no longer whether the climate will change, but how many of the social and political structures built on climatic regularity can survive that change.Climate change is often presented as a technical or environmental problem to be solved. Especially amidst a culture of pervasive techno-optimism. But climate change is way more fundamental than this. It's a reordering of the relationship between how we need to think and the geography in which we exist. This includes political geography and a reordering of political imagination as it relates to physical geography. The old originally envisioned republic of the USA assumed that land could be mastered, seasons could be predicted, and institutions could absorb shock without losing coherence. Those assumptions no longer hold.The old assumption that infrastructure could be planned around stationary baselines is increasingly at odds with the evidence. We can already see how energy systems show measurable vulnerability to climatic uncertainty and extremes. Modeled systems evidence declines in reliability and large performance gaps when future weather variation is not adequately incorporated into planning (Perera et al., 2020; Ouyang et al., 2023).As a result, the challenge ahead is not adaptation to these changes in the narrow sense, but reconstruction of our relationship to them in the broad sense. This may seem impossible in today's American political system, but truly Democratic societies will need stronger scientific institutions, more durable legislative capacity, and trustworthy public agencies able to interpret risk before disaster becomes routine. They will need not only infrastructure, but intelligence. Embodied intelligence — embodied engagement with physical and social environments rather than as a purely singular-brain augmented by LLM computation. This includes a renewed ability to gather, preserve, and act on knowledge over long horizons.The literature on adaptation governance is clear that resilience depends on organizational learning, intergovernmental collaboration, inclusive planning, and long-term institutional capacity. Short-term, reactive, market or donor-driven interventions that respond to emergencies without building the durable frameworks that prevent them won't work (Birchall et al., 2026; Rahman & Islam, 2024). What this means practically is the reconstitution of the kind of congressional expertise that was dismantled in 1995. We need not merely revive the OTA but to imagine a broader democratic intelligence infrastructure capable of thinking on the timescales that climate change demands — decades, generations, and centuries. Without that, climate change will continue to be experienced as a succession of emergency, political, or market conditions rather than as a governable transformation.We can do this. After all, a country that once imagined itself through movement, expansion, and mastery made a certain kind of freedom seem natural. A new kind of freedom can be made to seem natural too. But right now our current system returns prosperity for many — but heat, flood, instability, and constraint for all. What was built now must be lived within — good and bad — while what was extracted must now live in the atmosphere — all bad. What gets burned today, will burn more later. The political order that was built through extraction, combustion, and territorial expansion must confront the atmospheric and hydrological consequences of those choices.That confrontation will only intensify. Past century's cumulative emissions have already committed the planet to changes that will outlast any government, living generation, or institution that exists. Including you and me. The next 250 years will belong less to societies that imagine escape than to those that can build the institutional intelligence, infrastructural redundancy, and long-term public capacity required to inhabit a less legible and hospitable climate (Ouyang et al., 2023; Jaisridhar et al., 2025).So, as you watch the rocket's red glare and bombs bursting in air — sending even more smoke, chemicals and debris everywhere — know the flag will still be there. But to endure, it must repair an institution to be once again knowledgeable and fair.ReferencesBirchall, S. J., Villeneuve, K., Rose, D., Baran, N. 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Atmospheric Environment.World Meteorological Organization. (2026). Global annual-to-decadal climate update 2026–2035. WMO. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit interplace.io
Sarah Thomas is a force of nature. As Strategic Partnerships and Programs Manager at The Venture Center in Little Rock, she helps entrepreneurs at every stage find their footing — from building a first website to navigating complex government contracts. But that's just one of her many hats. She's also a published author, a yoga instructor, president of Women in Tech Central Arkansas, and a woman living with Multiple Sclerosis who refuses to let any of it slow her down.In this episode, we cover:What The Venture Center is and how it supports entrepreneurs in Arkansas Their 12-week program for veteran-owned businesses, connecting vets with SBA resources, attorneys, marketing pros, and moreArkansas's emerging role as a lithium hub — what's happening in South Arkansas, who's involved (think Standard Lithium, Exxon, Tetra, and others), and what it could mean for jobs, schools, and communities statewideSarah's book, Chair Yoga for Multiple Sclerosis and Chronic Pain, available now at Barnes & Noble, Amazon, and WalmartHow her yoga mindset shows up in her work with entrepreneurs: breathe, get present, focus on what you can do todayWhat it's like being the only woman — and often the only woman of color and person with a disability — in high-level rooms, and how she handles itHer advice for women and girls interested in STEM: always be a student, find mentors, and then turn around and teachResources mentioned:The Venture Center: venturecenter.coWomen in Tech Central Arkansas (sponsored by Google and Walmart)National MS SocietySarah's mantra: Don't waste your breath on negativity. Use it for positivity. Be your own hero.
CCS steht für Carbon Capture and Storage: Kohlenstoff auffangen und speichern. Im Winter hat die Bundesregierung den Weg für diese Technik geebnet, die den Klimawandel eindämmen soll. Jetzt bringen sich erste Unternehmen in Norddeutschland in Stellung! Aber was bringt die Technik, die wiederum viel Energie benötigt? Und welche Risiken gibt es? Das klären Arne Schulz und Alex Drost in 10 Minuten Wirtschaft. Links: CO2-Speicherung in der Nordsee https://www.ndr.de/nachrichten/niedersachsen/co2-speicherung-in-der-nordsee-bundestag-macht-weg-frei,kohlenstoffdioxid-100.html CO2 im Meer verpressen: eine gute Idee? https://www.ndr.de/podcast/co2-im-meer-verpressen-eine-gute-idee,audio-337794.html Weg für Export und Speicherung von CO2 ist frei https://www.tagesschau.de/inland/innenpolitik/co-zwei-speicherung-bundestag-100.html Wie das CCS-Verfahren funktioniert https://www.tagesschau.de/video/video-1550518.html Heidelberger Unternehmen setzt CCS-Verfahren in Norwegen um https://www.tagesschau.de/video/video-1522796.html
En este nonagésimo séptimo episodio del ¡Bipartidismo Strikes Back! (una producción del #PodcastLaTrinchera), Christian Sobrino y Luis Balbino discuten la victoria primarista de varios candidatos al Congreso del DSA en Nueva York, la comparecencia reciente de Juan Dalmau en el podcast de El Tony, la decisión del Tribunal Supremo de los Estados Unidos en el caso de Exxon Mobil Corp. v. Corporación CIMEX, S.A. (Cuba) y mucho más.Este episodio es presentado a ustedes por:- San Juan Lincoln, donde encontrarán una exclusiva colección de vehículos de lujo diseñados para satisfacer todas sus expectativas. Allí descubrirán la presencia imponente de la Navigator, la elegancia dinámica de la Aviator, la sofisticación refinada de la Corsair y el diseño moderno de la Nautilus. Pueden visitarlos en la Avenida Kennedy en San Juan para explorar lo que una SUV de lujo debe ser. Su equipo está listo para ofrecerles una experiencia inigualable. Para más información u orientación, llamen al 787-331-5023.- La Tigre, el primer destino en Puerto Rico para encontrar una progresiva selección de moda Italiana, orientada a una nueva generación de profesionales que reconocen que una imagen bien curada puede aportar a nuestro progreso profesional. Detrás de La Tigre, se encuentra un selecto grupo de expertos en moda y estilo personal, que te ayudarán a elaborar una imagen con opciones de ropa a la medida y al detal de origen Italiano para él, y colecciones europeas para ella. Visiten la boutique de La Tigre ubicada en Ciudadela en Santurce o síganlos en Instagram en @shoplatigre.Por favor suscribirse a La Trinchera con Christian Sobrino en su plataforma favorita de podcasts y compartan este episodio con sus amistades.Para contactar a Christian Sobrino y #PodcastLaTrinchera, nada mejor que mediante las siguientes plataformas:Facebook: @PodcastLaTrincheraTwitter: @zobrinovichInstagram: zobrinovichTikTok: @podcastlatrincheraYouTube: @PodcastLaTrinchera
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
What a great day when you can get a panel together with Steve Reese, President, Reese Energy Consulting, Kirk Edwards, President, Latigo Petroleum, and Kimberly Page with Reese Energy Consulting to cover the huge issues of the Strait of Hormuz, AI, natural gas, and Data Centers. 1. US Energy Independence & Global GeopoliticsThe panel emphasizes America's strategic advantage in energy production, particularly in contrast to struggling regions like Europe and Asia. They discuss how the Iran crisis has highlighted the vital importance of US oil and natural gas production, and how the US is well-positioned compared to other countries facing energy shortages.2. Natural Gas Markets & PricingA significant focus on natural gas dynamics, including:Regional price differences (Permian vs. Western Oklahoma vs. Waha)The potential for natural gas to lose its cyclical nature due to new demand sourcesEurope's critical storage situation (at 37% capacity when it should be at 51-61%)The arbitrage opportunity between domestic gas prices and LNG export prices (3x to 10x markup)3. Data Centers as a New Demand DriverThe panel discusses the emerging data center industry as a major new consumer of natural gas:Companies like Chevron, Exxon, Liberty Energy, and EQT entering the hyperscaler spaceConcerns about whether 30% of planned data centers will actually be builtThe importance of proper siting (Texas's approach vs. other states)Data centers' indifference to gas prices and their potential to consume 16-18 BCF/day4. LNG Export & International MarketsDiscussion of:LNG prices in Europe ($16-25 per unit)Steve Reese's involvement with American Gas Partners and a $5.5 billion acquisition effortThe shift from regional to global commodity marketsCompetition between data center demand and LNG export demand for natural gas5. Western Oklahoma & Permian Basin OperationsComparison of operating conditions:Western Oklahoma emerging as a "boom town" with better economicsLower service costs and better workforce quality in OklahomaNo seismicity or water disposal issues in OklahomaPermian's shift toward disciplined, shareholder-focused operations6. Strategic Petroleum Reserve (SPR) ConcernsCritical analysis of US SPR management:Cushing storage at operational minimum (19.5% capacity)Concerns about depleting strategic reservesThe contrast between US and China's SPR strategiesIssues with paper vs. physical oil pricing7. Infrastructure & Pipeline ChallengesDiscussion of:New pipeline construction needs (Transco repositioning)Gas routing from Waha to the Gulf CoastStargate data center's infrastructure requirementsThe need for new capacity to handle increased demand8. Renewable Energy vs. Fossil FuelsThe panel debates:The role of wind and solar with proper environmental vettingSubsidies and fair competitionThe reliability and predictability of natural gas vs. renewablesThe importance of energy density and fossil fuels' role in modern life9. Small Modular Reactors & Alternative EnergyDiscussion of nuclear energy's potential but current limitations:Still 5-7 years away from commercial viabilityNatural gas turbines remain the most reliable optionPotential use of military boneyard jet turbines as a solution10. Political & Regulatory EnvironmentCommentary on:The Trump administration's energy policiesConcerns about voting fraud and political dysfunctionSenator Ted Cruz's support for oil and gasCriticism of subsidies and calls for level playing field competitionThe need to maintain oil prices around $75/barrel11. Training & Workforce DevelopmentReese Energy Consulting's expansion of:Online Natural Gas Basics 101 courseRe-synergy training programsPreparing workers for industry transitions12. Operational Excellence in Oil & GasKirk Edwards' emphasis on:Discipline in drilling operationsShareholder returns over debt accumulationThe importance of field experience vs. private equity managementProper site selection for data centers and other infrastructureThe podcast presents a bullish outlook on US energy, particularly natural gas, driven by new demand from data centers and LNG exports, while emphasizing the need for proper policy support and infrastructure investment.Connect with Steve Reese on his LinkedIn here: https://www.linkedin.com/in/steve-reese-185a86/Connect with Kirk Edwards on his LinkedIn here: https://www.linkedin.com/in/kirk-edwards-99757412a/Connect with Kimberly Page on her LinkedIn here: https://www.linkedin.com/in/kimberly-page/Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/
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
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. ...
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
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.
* 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
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.
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
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
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.
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.
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.
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.
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.
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.