Podcasts about forecasts

In this episode of the Tacos & Tech Podcast, we sit down with Matt Ober, Managing Partner at Social Leverage, to unpack the future of fintech, the evolving landscape of wealth tech, and what it means to build and invest with long-term conviction. Matt shares his journey from hedge funds and quant trading to early-stage venture capital, with stops at Bloomberg, WorldQuant, and Third Point before joining Social Leverage. We talk about the firm's investing thesis, from Robinhood and Alpaca to the social side of investing with Stocktwits and the upcoming Stocktoberfest event in San Diego. From deep dives on compliance tooling and wealth advisor rollups to the convergence of trading, crypto, and sports betting - this episode maps the edges of where fintech is headed next. Key Topics covered: Matt's path from hedge fund data scientist to early-stage investor The origin story of Social Leverage and how its partners found each other Fintech then vs. now: what's changed and what hasn't Why wealth management is ripe for disruption Regulation, crypto, and the blending of gambling, investing, and community How Stocktwits still matters in a Robinhood world The magic of Stocktoberfest and how in-person density builds stronger networks What it's like building and investing from San Diego Links & Resources Social Leverage Stocktwits Stocktoberfest - October 20-22, 2025 Connect with Matt LinkedIn X Fintech, Forecasts, and Stocktoberfest

Today's episode dives into one of the most critical—yet often overlooked—pieces of the U.S. energy and water puzzle: midstream water in oil and gas. Host Reese Tisdale is joined by Sophie Washington, Senior Analyst at Bluefield Research, who recently authored Bluefield's new Insight Report: U.S. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts, 2025–2030. In this conversation, Reese and Sophie unpack how the midstream water sector has evolved from a cost center into a strategic enabler for U.S. shale producers. They explore what's driving the US$156 billion market through 2030, how water reuse and infrastructure investments are reshaping operations, and why water management in U.S. shale has become a key part of the global energy story. In this episode, Bluefield's water experts discuss: What is midstream water? How large is the market? Why should we care about this? What's driving market growth and change? Where are the regional hotspots? Who are the key players and how is the competitive landscape changing? If you enjoy listening to The Future of Water Podcast, please tell a friend or colleague, and if you haven't already, please click to follow this podcast wherever you listen. If you'd like to be informed of water market news, trends, perspectives and analysis from Bluefield Research, subscribe to Waterline, our weekly newsletter published each Wednesday. Related Research & Analysis: U.S. Midstream Water for Hydraulic Fracturing: Market Trends, Opportunities, and Forecasts, 2025–2030 Western Midstream Bets on Water with US$2 Billion Aris Acquisition Midstream Water Outlook Signals Increased Efficiencies, Infrastructure Investment

In this episode, Liz Ann Sonders and Kathy Jones begin by discussing the implications of the government shutdown on employment data and the Federal Reserve's dual mandate. They analyze the challenges posed by the potential lack of government data and the reliance on private sector indicators like ADP. Then, Kathy Jones speaks with Joel Levington, who has more than 25 years' experience in corporate credit research. Kathy and Joel discuss the overall current state of the credit markets, focusing on corporate credit health, the auto industry's challenges, and some of the impacts of economic disparities on consumer credit. They explore the significance of credit ratings, the rise of private credit, and the implications of inflation and government policies on the economic outlook.Finally, Kathy and Liz Ann discuss upcoming economic data and how earnings season could shape market expectations.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(1025-NWPB) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, the guys talk about as they close their fiscal year, and what that looks like for us here at Berg.

It's HUMP DAY! And he guys kicked things off with America's favorite pass time as the Wildcard got underway last night. Tobin shamefully admits that he loves him some Mormon Housewives content. Should FSU be upset that they had a Friday game ahead of the big game against Miami. Have we watered down the art of rushing the field? We are so happy to report that weather reports are back at the windowplex with Leroy. The Dolphins finally give up on their once high draft pick Cam Smith. We discuss what the future could look like for Tyreek and the Dolphins.

As summer fades into fall, what do recent job market changes mean for the economy? In this new Market Pulse podcast, Transamerica Asset Management, Inc., CIO Tom Wald analyzes unexpected job market revisions and their potential to lead to three rate cuts in 2025. Despite the cooling labor market, find out why stocks remain resilient and how these changes might pave the way for an economic “sweet spot.” With updates on the S&P 500® year-end target and a crucial Supreme Court decision on tariffs, Tom offers concise strategies to navigate this shifting landscape. Tune in for a brief, but insightful discussion on the season's economic outlook. 

Netskope, a competitor in cloud security and SASE, has just hit the public market with its new IPO (NTSK). While the company operates in the booming cybersecurity industry and is growing revenue at over 30%, there are several critical risks potential investors must consider.In this analysis, we run Netskope through our investing framework to uncover the opportunities and the red flags. We'll explore its innovative SASE platform, the ongoing "Browser Wars" in the AI era, and the complicated legal battles and shareholder structure lurking beneath the surface. Is this a top cybersecurity stock to buy now, or a high-risk bet for your portfolio?In this video, we cover:[00:00:00] A Hot New Cybersecurity IPO: Introducing Netskope and its role in the emerging "Enterprise Browser Wars".[00:01:00] The Venture Capital Connection: Examining the role of top shareholder Lightspeed Ventures and its connection to another recent IPO, Rubrik[00:03:00] The SASE Market Opportunity: A breakdown of Netskope's focus on the Secure Access Service Edge (SASE) market and how its platform unifies cloud security.[00:05:00] Patent Battles & Legal Risks: Netskope's ongoing legal proceedings with competitor Fortinet over patent infringement claims.[00:06:00] Complex Shareholder Structure: Unpacking the risks of the dual-class share structure, where Class B shares get 20 votes each, concentrating control among insiders and VCs.[00:08:00] The Financial Red Flags: Netskope's GAAP net losses and negative free cash flow, despite impressive revenue growth.[00:10:00] Balance Sheet Concerns: A look at potential burdens on common shareholders from convertible debt and preferred stock.[00:11:00] Our Final Takeaway: Why we are still interested in Netskope as a potential small bet and a hedge against SASE leaders like Palo Alto Networks and Fortinet.What are your thoughts on the Netskope IPO? Let us know in the comments below!

Welcome to the American Railroading Podcast! In this episode our host Don Walsh is joined by guest Eric Starks, Chairman of FTR (Freight Transportation Research Associates). Together they discuss the pending $85 billion dollar Union Pacific and Norfolk Southern merger, the current status of the U.S. economy, an update on U.S. manufacturing and production including new railcar production, rail traffic, market trends and risks, a forecast for 2026 and much more. We also announce our 2025 Honor our Heroes Award winner! Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode and more on the American Railroading Podcast's official website at www.AmericanRailroading.net , and watch our YouTube Channel at the link below. Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally, now downloaded in 57 countries around the world!The podcast continues to experience incredible growth in downloads and subscribers. Mr. Starks is a graduate of Indiana University and was an Adjunct Lecturer at Indiana University, Kelley School of Business for 4 years, teaching MBA students Transportation and Distribution Strategy, and was instrumental in creating the Indiana University Transportation Board.Eric does a deep-dive into our current U.S. economy and GDP and gives us his opinion on whether or not they are where we expected them to be.Don and Eric discuss Tariffs, what their intended use is by the current administration, and whether or not they are providing the intended results.Eric gives his opinion of the pros and cons of the pending UP and NS merger, and they discuss the recently announced BNSF and CSX partnership.Don and Eric do a thorough review of current rail traffic, velocity, dwell times, commodity and car type trends, and more.You don't want to miss Eric's 2026 forecast!Our 2025 – American Railroading Podcast - Honor our Heroes Award winner is……You'll have to listen to the end of the episode to find out.

US legislators are nearing a deadline on a budget agreement, and a government shutdown is possible this week, says Christian Nolting, the Private Bank's Global Chief Investment Officer. But he also says that any negative movements in markets would likely be both minor and temporary, should that come to pass. "That would rather be a buying opportunity in the market," Christian said. Meanwhile, recent inflation data in the US showed that price rises remain above the Federal Reserve's target. “It just confirms our view: Inflation stays higher for quite some time,” Christian said. “It limits a bit the ability for the Fed to massively cut [interest rates]. Although if you look at the labour market, I think there is room for the Fed to further cut.”For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Kathy Jones and Liz Ann Sonders look at the state of the markets a week after the quarter-point Fed rate cut. They also discuss the implications of the lower rate for the broader market, the particular dynamics of the Federal Reserve's economic projections, and the current state of the labor market. Next, Kathy speaks with Robin Brooks, senior fellow in the Global Economy and Development Program at the Brookings Institution. They discuss the current state of central bank policies, focusing on the recent Fed meeting and its implications for the dollar and global markets. They explore the complexities of market reactions to Fed easing, the long-term outlook for the dollar, and the importance of institutional integrity in maintaining the dollar's status as a reserve currency. Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Currency trading is speculative, very volatile and not suitable for all investors.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-KKW0) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Figma's (FIG) IPO was one of the most anticipated in tech, and the stock price action was CRAZY! After the initial fervor, the price has pulled back significantly. Is this the buying opportunity investors have been waiting for?CSI is taking a deep dive into Figma's first earnings report as a publicly traded company to find out.In this video, we cover:✅ New Acquisitions: Figma is already putting its IPO cash to work, acquiring Payload (a content management software company) and Modify (an AI-focused model context protocol).✅ The Big Vision: How these acquisitions fit into Figma's goal to become the go-to platform for creating usable software, easily and intuitively.✅ The Financials: We break down Q2 ✅ Future Outlook: Management is guiding for a growth slowdown to 33% for Q3 and taking a hit on margins for the sake of expansion. Is this a red flag or a smart long-term play?✅ The Verdict: Is Figma stock a buy, sell, or hold at its current price? We give our final analysis and key takeaways.Timestamps:[00:00:00] What Figma Does: A review of Figma's end-to-end platform that helps companies with fast, agile software development from ideation to shipping.[00:02:45] Q2 Acquisitions: Breaking down the purchases of Payload, a Content Management System (CMS), and the AI coding startup, Modify.[00:04:45] AI Strategy & New Products: How Figma is using AI to be a disruptor with new tools like Figma Make, Draw, Sites, and Buzz, which were announced at its Config developer conference.[00:06:45] Model Context Protocol (MCP) Explained: Understanding how Figma connects designs to LLMs for coding assistance, with its Gen AI product housed on Amazon AWS.[00:08:30] Q2 Earnings & Valuation: Analyzing the first public report with $250M in revenue and a $26B+ market cap, compared to Adobe's failed $20B acquisition offer from three years prior.[00:10:30] CapEx & Hidden Costs: Exploring why even an "asset-light" company like Figma spends millions on physical hardware and cloud infrastructure from partners like AWS.[00:12:30] Future Financial Guidance: Breaking down the outlook for Q3 and the full year, including an expected growth slowdown and lower margins to fuel expansion.[00:14:05] Our Investment Strategy: Why we are being patient due to the high valuation and would only consider a very small Dollar-Cost Averaging (DCA) approach if we were to buy now.What are your thoughts on Figma's strategy? Let us know in the comments below!

Schmerz, Impact, Entscheidung: Kundenqualifizierung mit der SPICED Methode Kundenqualifizierung Wenn Angebote versanden und Forecasts wackeln, fehlt oft eine saubere Qualifizierung. Deshalb zeige ich dir, wie du mit der SPICED Methode Kundenqualifizierung Gespräche fokussierst, Prozesse glasklar strukturierst und dadurch schneller zu belastbaren Entscheidungen kommst. Warum SPICED? Statt Bauchgefühl nutzt du eine gemeinsame Sprache im Team – vom Erstkontakt bis zum Closing. Dadurch entsteht eine realistische Pipeline, während Ressourcen zielgerichtet eingesetzt werden. Außerdem ist SPICED leicht trainierbar und passt besonders gut zu modernen B2B-, SaaS- und Service-Sales-Cycles. So funktioniert SPICED in der Praxis S = Situation: Kontext, Branche, Teamgröße, Tools, Prozesse. P = Pain: Was tut wirklich weh – und warum gerade jetzt? I = Impact: Welche Kosten, Risiken oder Umsatzverluste entstehen, wenn nichts passiert? CE = Critical Event: Welcher Stichtag zwingt zur Entscheidung? D = Decision: Wer entscheidet nach welchen Kriterien – und wie genau läuft der Prozess? Mein Gesprächs-Leitfaden 1) Schmerz messbar machen (Euro, Zeit, Risiko). Dadurch erhöhst du die Relevanz. 2) Impact verankern (Business Case, Priorität, Budget). Zudem schaffst du Commitment. 3) Critical Event sichern (Meilensteine, Deadlines). Somit entstehen klare Next Steps. 4) Decision Map klären (Personen, Kriterien, Prozess). Anschließend vereinbarst du verbindliche Aktionen statt „Wir melden uns“. SPICED vs. MEDDIC Beide helfen dir zu qualifizieren. Allerdings ist MEDDIC oft im Enterprise-Umfeld stärker, während SPICED mit Kundenzentrierung und Tempo punktet. Entscheidend ist Konsistenz: Wähle eine Methode, bilde sie im CRM ab, trainiere sie regelmäßig – und halte dich daran. Dadurch steigen Forecast-Qualität und Abschlussquote. Quick-Check für deine Top-Deals Kennst du den Schmerz und kannst ihn beziffern? Darüber hinaus: Gibt es ein Critical Event, das Handeln erzwingt? Ist der Decision-Prozess transparent? Wenn ja, hast du grünes Licht. Wenn nein, dann schärfe nach – oder disqualifiziere fair, damit du Zeit für die richtigen Opportunities gewinnst. Fazit Mit der SPICED Methode Kundenqualifizierung gewinnst du Klarheit, verkürzt Zyklen und erhöhst deine Abschlussquote. Zudem sorgt ein trainiertes Team für wiederholbare Ergebnisse. Deshalb: Verankere Fragenkataloge in jedem Funnel-Step – und verwandle gute Gespräche in planbaren Umsatz.  

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Season 18 of The IAB UK Podcast kicks off with the latest Digital Adspend results. Host James Chandler is joined by Elizabeth Lane, IAB UK's Head of Insight, and Jeff Youssef, Partner at Oliver Wyman, to unpack the findings from the first half of 2025. With Oliver Wyman newly on board as Adspend partner, this edition brings fresh depth to the UK's most authoritative digital advertising study – including forecasts for the rest of this year and beyond. Expect data, analysis and industry context to help you navigate the months ahead. Members can access the full Digital Adspend H1 report at iabuk.com/adspend Hosted on Acast. See acast.com/privacy for more information.

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Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Nvidia and Intel announced a partnership last week that has investors foaming at the mouth. Will the 5 billion dollar check written to Intel from Nvidia be the lifeline INTC needs to complete their turnaround story? What key takeaways from the co-conference can we glean. Your non-breaking semiconductor news team has a few points to consider. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #nvidia #nvda #intel #intc#semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Timestamps:(00:00) Nvidia's $5 Billion Investment in Intel(02:37) Intel's Balance Sheet and Turnaround Strategy(04:06) Nvidia and Intel Product Collaboration(06:19) Challenges and Market DynamicsNick and Kasey own shares of Nvidia

The economy had a worse than expected drop in the June quarter, shrinking 0.9%. Finance Minister Nicola Willis has blamed it on global turmoil, but the Reserve Bank of New Zealand says there's a need to provide more stimulus to the economy by cutting the OCR. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Kathy Jones and Liz Ann Sonders analyze the market reactions to this week's quarter-point Fed rate cut. They also look at the implications of the lower rate for the broader market, the particular dynamics of the Federal Reserve's economic projections, and the current state of the labor market. Then, Freya Beamish, chief economist for TS Lombard, joins Liz Ann in a discussion focused on tariffs and labor market conditions. She emphasizes the complexities of the labor market, particularly in relation to immigration and job creation. The discussion also touches on the legal aspects of tariffs and the potential reactions from the Federal Reserve. Beamish concludes with an optimistic outlook on productivity growth and the influence of AI on the economy.Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.You can keep up with Freya Beamish and follow her podcast Perkins Vs Beamish.On Investing is an original podcast from Charles Schwab. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Currency trading is speculative, very volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-GCNT) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Hey everyone! Welcome back to Chip Stock Investor with Nick and Kasey. This week marks three years since our first video, and we're celebrating by reviewing our journey and the performance of semiconductor stocks we've discussed. From Nvidia and AMD to Qualcomm, Broadcom and more, we'll recap how these companies have fared and our strategy for allocating investments in secular growth trends. We also discuss the performance of semiconductor ETFs like SOXX and SMH, and why handpicking stocks could be a better approach. Stick around until the end for our insights on future trends in the semiconductor industry and beyond. Thanks for being with us on for the last three years. Here's to many more!Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #chipstockinvestor #nvidia #asml #intel #qualcomm #amd #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapters:00:00 Reflecting on Past Videos and Investments02:13 Performance Review of Semiconductor Stocks03:27 Analyzing Semiconductor ETFs05:56 Understanding Secular Growth Trends09:54 Navigating Bull and Bear Markets16:59 Future Predictions and Market Cycles20:45 Closing Remarks and Future OutlookNick and Kasey own shares of what we told you in the video.

AP correspondent Ben Thomas reports Ford is cutting jobs in Europe.

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Welcome to CSI's first video about Rubrik, another competitor in the cybersecurity landscape. The episode covers Rubrik's role in protecting company data, their recent acquisition of Predibase, and their transition to a cloud-based subscription model. Financial updates and guidance are also discussed, including revenue growth, free cash flow, and market volatility. Tune in for a detailed analysis of Rubrik's strategies, partnerships, and future outlook. Don't forget to check out our live events and Q&A sessions on Semi Insider!Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Rubrik and Cybersecurity(01:23) Rubrik's Services and Market Position(03:52) Rubrik's Competitors and Partnerships(05:31) Recent Developments and Acquisitions(07:18) Financial Performance and Guidance(10:18) Investment Considerations and Risks#rubrik #cybersecurity #rbrkstock #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

This week, Liz Ann Sonders and Kathy Jones discuss the recent downward revision in job market statistics, the implications for the economy, and the likelihood of a rate cut next week. They analyze the broader economic context of the job revisions, the importance of indicators like the Producer Price Index, and the impact of global market volatility. Then, Steven Meier joins the show. He is the Deputy Comptroller and Chief Investment Officer for the New York City retirement systems. Liz Ann and Kathy discuss his role, the importance of education for retirement plan participants and trustees, the convergence of public and private markets, and the challenges of inflation and liquidity management. Meier shares his thoughts on particular investment strategies, mainly in private equity and fixed income, while also addressing the current state of the public markets and the impact of AI on future investments. The discussion highlights the complexities of asset allocation and the importance of understanding market dynamics.Finally, Kathy and Liz Ann discuss which key economic data to watch in the coming weeks.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Currency trading is speculative, very volatile and not suitable for all investors.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guarantee.Diversification and asset allocation do not ensure a profit and do not protect against losses in declining markets.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-CPRL)

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/We discuss Synopsys' recent performance including the most recent quarterly report. The video highlights Synopsys' challenges, including reduced revenue from China, issues with a major foundry customer, and the restructuring of their global headcount. Finally, Nick and Kasey talk about the importance of owning a basket of stocks and what CSI is doing with its portfolio.********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Overview of Synopsys and Ansys(01:10) Revenue and Free Cash Flow Analysis(02:17) Fiscal Year 2025 Targets(04:01) Challenges and Issues(06:46) Restructuring and Strategic Review(08:01) New Guidance and Future Prospects(11:36) Conclusion and Investment Strategy #synopsys #snps #ansys #anss #edasoftware #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Synopsys

In this episode, Anthony and Piers unpack a week of upside surprises, from inflation data clearing the path for Fed rate cuts to Oracle's shock $455 billion order book and the tech rally pushing markets to fresh highs.They question whether Wall Street's S&P 500 forecasts are still too cautious, explore why Klarna's IPO success might reignite deal flow, and dissect the $53 billion Anglo-Teck copper merger. More than just a headline deal, it's a masterclass in corporate defense, streamlining portfolios, leaning into future-facing assets like copper, and turning defense into offense with smart, strategic M&A.(00:00) Market Overview & Outlook(02:38) Inflation Data & Fed Policy(05:35) Tech Stocks & Performance(08:27) Oracle Earnings & AI(11:01) Musk's $1T Pay Package(14:11) Analyst Calls & Forecasts(16:47) Banks & Deal Flow(19:35) Klarna IPO & Markets(22:38) Anglo-Teck Merger

Free SEO Audit BFCM 2025 Free Video Download ResourceBlack Friday Is Coming: Are Your Ads, Forecasts & Creatives Ready to Perform?Every eCommerce brand wants massive Q4 revenue... but most sabotage their own results before the sale even starts.In this episode, Ryan Martin teams up with Blue Sense Digital Co-Founder Nathan Perdriau to expose the common pitfalls and overlooked tactics that make or break your Black Friday results. From Google Ads overspend, to bad creative timing, to forecasting flaws that derail growth, this conversation is a must listen if you're serious about scaling profitably in 2025.They break down what's working right now in eCommerce marketing and reveal how the savviest brands are preparing months ahead of major sales events. You'll walk away with a practical, BS-free playbook for building campaigns that convert, without burning budget or relying on guesswork.Link to Nathan's Post we discussed on the podcast hereCustomer Acquisition Tactics That Work in 2025: Why “set it and forget it” is dead, and how top brands are engineering growth loops that feed themselves.Creative Volume vs Quality: Why pumping out hundreds of ad variations won't save you, and how to focus on high performing angles that actually scale.Smart Use of Branded Search Ads: Discover when to defend your brand, and when it's just a tax on your own traffic.Forecasting for Growth (Not Fantasy): How to separate new vs returning customer revenue, and why blending the two can destroy your projections.What NOT to Do During Black Friday: The fatal mistake brands make by testing creatives mid-sale, and how to avoid diluting your ROAS when it matters most.VIP Lists & Loyalty Leverage: Build your own hype machine by segmenting your best buyers and giving them early access that drives urgency and repeat sales.Efficient Content Strategies: Learn how to repurpose top creatives to save production time without sacrificing performance, especially when the pressure is on.Google Ads Done Right: Understand the intent behind search terms to stop wasting money, and start converting high-intent buyers instead of browsers.

Stephen Grootes speaks to Sifiso Mkwanazi, Chief Economist at Alexforbes, about South Africa’s sluggish economy, after Stats SA reported 0.8% growth in the second quarter of 2025, the strongest in over a year and well above the 0.1% seen in the first quarter. It was driven by mining, manufacturing and household spending, though overall growth remains uneven, with GDP up just 0.6% year-on-year. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Send us a textDobar Dan!It's pretty hot for us over here at LLC HQ!So no better time to complain about it and talk about the weather. In this lesson Uncle Mike and Tony D. have some great new vocabulary to help you talk about whats going on outside.In this Super Slatko Report DJ MOE is going to talk our ears off on one of Zagrebs best modes of transportation, the ZET! Fun pod ahead, see you there!Visit our website:https://www.letslearncroatian.com/We have a YouTube channel:https://youtube.com/c/LetsLearnCroatianLLC Merch Store:https://www.letslearncroatian.com/llc-storeKeep the content flowing, donate to the LLC:https://www.letslearncroatian.com/llc-supporters-pageBuy the LLC a Cup of Coffee:https://www.buymeacoffee.com/infoKX Collaborate with LLC:https://www.letslearncroatian.com/become-a-sponsorDo you FaceBook, we do:https://www.facebook.com/llcpod/?__tn__=-UC*FWe even do Instagram:https://www.instagram.com/llcpod/?hl=enTeeDee's Soapshttps://www.teedeessoaps.comHello LLC Prieteljie!We launched a Buy Me a Coffee supporters page. Here's your opportunity to become an LLC Members. Lots of incentives, including: an LLC Members Only Magnet, automatic entrance to any LLC Member Only raffles & prizes and access to the LLC Members Only page on our website, where we upload new content monthly.Click on the link below.https://www.buymeacoffee.com/infoKXHvala, Bog!Support the show

Send us a textThe countdown to kickoff has officially begun, and we couldn't be more excited to share our comprehensive 2025 NFL season preview! In this passionate discussion, we break down every division in the league, offering our unfiltered predictions on who will rise, who will fall, and who might surprise us all.The conversation kicks off with some reflections on retirement before diving headfirst into our division-by-division analysis. We reach consensus on some divisions—like the AFC East with Buffalo on top—while sparking friendly debate on others. Perhaps our most controversial take? One host boldly predicts the Dallas Cowboys will win just five games this season, citing offensive struggles and defensive concerns. Meanwhile, we both agree the Philadelphia Eagles are primed to win the NFC East for the second consecutive year—a rarity in this traditionally competitive division.As we navigate through the AFC and NFC North divisions, we explore why the Ravens remain regular season juggernauts while the Packers might dethrone the Lions as division champions. The South divisions bring discussions about Houston's continued rise under CJ Stroud and Tampa Bay's surprising stability with Baker Mayfield at the helm. In the West, we debate whether anyone can challenge Kansas City's dominance in the AFC while considering if the Rams or Seahawks might claim the NFC crown.Our playoff predictions feature some familiar faces and a few surprises, culminating in Super Bowl matchup projections that have the Eagles facing either the Ravens or Bills. We wrap things up with MVP predictions, our top 10 teams heading into the season, and one final bold prediction: the New York Giants will finish with a better record than the Dallas Cowboys.Whether you agree with our takes or think we've lost our minds, this episode provides the perfect primer as we prepare for kickoff. The wait is over—football is back!

I spoke with Kalai Ramea at a timely moment. We recorded this conversation during a heatwave in the UK, which made her work at Planette AI feel very real. Kalai calls herself an all-purpose scientist, with a path that runs through California climate policy, Xerox PARC, and now a startup focused on the forecast window that most people ignore. Not tomorrow's weather. Not far-off climate scenarios. The space in between. Two weeks to two months out, where decisions get made and money is on the line. Kalai explains Planette AI's idea of scientific AI in plain words. Instead of learning from yesterday's weather patterns and hoping the future looks the same, their models learn physics from earth system simulations. Ocean meets atmosphere, energy moves, and the model learns those relationships directly. That matters in a warming world where history is a shaky guide. It also shortens time to insight. Traditional models can take weeks to run. If the output arrives after the risky period has passed, it is trivia.  tte AI is building for speed and usefulness. The value shows up in places you can picture. Event planners deciding whether to green-light a festival. Airlines shaping schedules and staffing. Farmers choosing when to plant and irrigate. Insurers pricing risk without leaning only on the past. Kalai shared a telling backcast of Bonnaroo in Tennessee, where flooding forced a last-minute cancellation. Their system showed heavy-rain signals weeks ahead. That kind of lead time changes outcomes, budgets, and stress levels. From Jargon To Decisions What I appreciate most about this story is the focus on access. Too many forecasts live in papers that only specialists read. Kalai and team are working to strip away jargon and deliver answers people can act on. Will it rain enough to trigger a payout. Will a heat threshold be crossed. Will the next month bring the kind of wind that matters for grid operations. The delivery matters as much as the math. NetCDF files might work for researchers, but a map, a simple number, or a chat interface is what users reach for when time is short. There is also a financial thread running through this work. Climate risk now shapes crop insurance, carbon programs, and balance sheets. Parametric insurance is growing because it is simple. Set a threshold. If it hits, the policy pays. Better medium-range signals make those products fairer and more useful. Kalai describes Planette AI's role as a baseline layer others can build on, a kind of AWS for climate intelligence. That framing fits. No single company will build every app in this space. A reliable core makes the rest possible. Kalai's path ties it all together. Policy taught her how decisions get made. PARC sharpened her instincts for practical AI. PlanetteAI is the result. If you care about planning beyond next week, this episode will give you a new way to think about forecasts and the tools that power them. I will add the blog link Kalai shared in the show notes. In the meantime, if you are in agriculture, travel, energy, or insurance, ask yourself a simple question. What would you change if you had a trustworthy signal three to eight weeks ahead. ********* Visit the Sponsor of Tech Talks Network: Land your first job  in tech in 6 months as a Software QA Engineering Bootcamp with Careerist https://crst.co/OGCLA

In this conversation, Kathy Jones and Liz Ann Sonders discuss the current state of the housing market, the implications of potential Fed policy changes, and the broader economic indicators that could affect market expectations. They explore the complexities of housing affordability, the yield curve, and the potential impact of this week's job reports on both the equity and bond markets. The discussion highlights the interconnectedness of various economic factors and the uncertainty surrounding future market movements.Check out Liz Ann Sonders's and Kevin Gordon's recent housing article "Take the Long Way Home: Is Housing Bottoming?" On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0925-9RZJ)

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSalesforce has started up the M&A train again. We focus specifically on the acquisition of Informatica for $8 billion. We analyze Salesforce's balance sheet, revenue segments, and quarterly results. Despite some stagnation in traditional business areas, Salesforce's new AI initiatives and data cloud ventures are driving revenue growth. We discuss the impact of these strategic decisions on Salesforce's financials and future prospects, including potential roadblocks and the importance of profit margin expansion.Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Salesforce's Recent Acquisitions(02:16) Financial Overview and Balance Sheet(03:31) Q2 Performance and Revenue Breakdown(06:53) Margin Expansion and Profitability(10:37) Informatica Acquisition Impact#salesforce #crmstock #software #softwarestocks #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Salesforce

We dive into the latest update to the AIA Consensus Construction Forecast and see what 10 industry experts are now predicting for next year. Not surprisingly, many expectations hinge on the durability of the market's capacity for more and more data centers...

Send us a textSeptember 2025 stands as a cosmic turning point—a month divided into two distinct phases as we navigate eclipse season and a quartet of retrograde planets reshaping our collective reality.The month opens with Saturn retrograding back into Pisces on 9/1, joining Pluto and Neptune already in backward motion. When Uranus goes retrograde in Gemini on September 6th, we'll have four major planets asking us to turn inward, integrate past lessons, and prepare for profound transformation. This retrograde symphony creates a powerful backdrop for the month's main events—the Blood Moon Lunar Eclipse in Pisces on September 7th and the Solar Eclipse in Virgo on September 21st.The Pisces Lunar Eclipse activates the axis of service and spirituality, challenging us to balance practical routines with spiritual surrender. With the Sabian symbol of "an officer instructing his men before a simulated assault," this eclipse calls for readiness, attentiveness, and cheerful preparation—even amid uncertainty. Expect emotional revelations, potential health concerns, and significant shifts in collective consciousness.After mid-month, Mercury enters diplomatic Libra while Venus moves into discerning Virgo, offering tools to process the eclipse energies with both grace and precision. The Solar Eclipse at the final degree of Virgo then arrives as a powerful reset point. Its Sabian symbol—"a seeker after occult knowledge reading an ancient scroll"—suggests hidden wisdom becoming accessible, perhaps even disclosure of long-concealed truths.The Fall Equinox follows on September 22nd as the Sun enters Libra, bringing a welcome moment of balance after weeks of intensity. This transition marks a period of harvest, both literally and metaphorically, as we gather insights from the month's transformative events.Whether you're feeling the direct impact of these eclipses or riding the retrograde waves of introspection, September 2025 offers extraordinary opportunities for release, renewal, and realignment with your authentic path. The cosmic energies may feel challenging, but they're preparing us for a more conscious, balanced, and truthful expression of both individual and collective potential.Get ready for the upcoming astrological shifts by getting your own Cosmic Tower!  https://thewellnessenterprise.com/product/cosmic-tower/?twe=AquarianWaveIntroducing the Cosmic Tower — a revolutionary energy harmonizing device designed to uplift your space, restore vitality, and bring coherence to your life. It's like plugging into the cosmos right from your living room.  These towers are transforming homes, clearing EMFs, and awakening higher frequencies — and now, you can experience it for yourself. Check out TheWellnessEnterprise.com and tap into the frequency of the future. Use code COSMIC10 at checkout for 10% off your own Cosmic Tower.Support the show

The 2025 NFL season is almost here, and Missing the Point is back with one of our most anticipated episodes of the year: our full-season NFL prediction special. Hosts Mike Marcangelo, Dave Clarke, Robert Kelly, and Rayshawn Buchanan take you division by division, team by team, and award by award—breaking down exactly how we see the 2025 season playing out from Week 1 to the playoffs. We start with NFC and AFC win-loss projections, debating everything from the Dallas Cowboys' shocking decision to trade Micah Parsons to the Green Bay Packers, to whether Lamar Jackson is primed for an MVP season, and how  Caleb Williams will fare under pressure in Chicago. This isn’t just hot takes for clicks—every prediction is backed by roster analysis, coaching matchups, schedule strength, and the chaos only the NFL can deliver. This episode covers: Full 2025 NFL win-loss predictions for every team in all eight divisions The new “steal system” that lets us compete with the so-called NFL experts A deep dive into the Micah Parsons trade fallout and Jerry Jones' legacy Why Lamar Jackson is our consensus MVP pick T.J. Watt, Saquon Barkley, and Trey Henderson headline our award ballots Why we expect Kevin Stefanski to be the first coach fired Coaching redemption for Matt LaFleur in Green Bay A debate over the most overrated and underrated teams in 2025 Whether you're prepping for your fantasy draft, laying down your futures bets, or just want the smartest NFL takes heading into the 2025 season, this is the episode you don't want to miss.00:00 – Introduction: Meet the Missing the Point Podcast Crew & What to Expect This NFL Season 03:15 – 2025 NFL Prediction Recap: What We Got Right & Wrong 06:30 – Setting the Rules: How Our NFL Prediction Game Works 09:00 – AFC North Predictions: Ravens, Bengals, Steelers, Browns Analysis & Record Projections  18:45 – NFC North Deep Dive: Packers, Bears, Lions, Vikings – Impact of the Micah Parsons Trade 28:00 – NFC North Team-by-Team Debates: Can the Packers Dominate? Are the Bears Ready to Surprise? 36:20 – AFC South Preview: Texans, Jaguars, Titans, Colts – Rookie QBs & Coaching Changes 45:10 – NFC South Breakdown: Panthers, Falcons, Buccaneers, Saints – Who’s the Dark Horse? 54:00 – AFC East Showdown: Bills, Dolphins, Patriots, Jets – Josh Allen’s MVP Chances & Tua’s Health 1:04:30 – NFC East Predictions: Eagles, Cowboys, Giants, Commanders – Can Philly Repeat? Dallas in Trouble? 1:15:00 – AFC West Power Rankings: Chiefs, Chargers, Broncos, Raiders – Mahomes vs. the Field 1:23:00 – NFC West Analysis: 49ers, Rams, Seahawks, Cardinals – Can San Francisco Stay on Top? 1:32:00 – Bold NFL Award Picks: MVP, Offensive & Defensive Player of the Year, Rookie of the Year 1:38:00 – Hot Seat Watch: First NFL Coach Fired in 2025? 1:41:00 – Fantasy Football Implications: Sleeper Picks & Busts to Avoid 1:45:00 – Super Bowl Predictions & Playoff Bracket Breakdown 1:50:00 – Final Thoughts: Biggest Surprises, Upsets

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Analog Devices (ADI) might seem like a boring semiconductor stock, but here at Chip Stock Investor, we are here to tell a different story. We'll cover ADI's hybrid business model, their market diversification, and their recent earnings performance. Key topics include ADI's role in various sectors like healthcare, automotive, and industrial markets, and their adaptation to current trends. Stick around for a look at ADI's free cash flow, growth projections, and why it might be a strong core chip stock holding. Don't forget to check out our website and Discord server for more updates and live workshops. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Overview of Analog Devices (ADI)(01:03) ADI's Market Position and Strategy(03:02) Analog Chips and Their Applications(05:07) Recent Financial Performance(07:17) Future Outlook and Valuation #analogdevices #adi #analogchips #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

James goes over one of the industry's best kept secrets and covers current market news during all time highs. He also discusses how headlines/articles are misleading and his preferred 8 indicators of what boom or bust actually looks like for markets and the economy.

In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down why model-based oil forecasts consistently miss the mark, highlighting Irina Slav's takedown of flawed IEA predictions. They dive into Fed Chair Powell's Jackson Hole speech and its implications for oil and gas capital markets, LNG export-driven shale growth, the myth of peak Permian, and ERCOT's $14B clean energy project cancellations. From misguided net-zero assumptions to underreported system costs in renewables, this episode covers the real data behind energy trends and what investors should really be watching.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:40 - Surging US LNG Exports Fuel Growth in US Shale08:13 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?10:43 - The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills13:33 - Why Model-Based Oil Forecasts Keep Missing the Mark18:13 - OutroLinks to articles discussed:What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShaleERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?The True Cost of Renewable Energy and the Impact on Consumers' Electrical BillsWhy Model-Based Oil Forecasts Keep Missing the Mark

This week, Liz Ann Sonders and Kathy Jones discuss the implications of political pressure on the Federal Reserve, particularly regarding the administration's attempts to influence monetary policy. They explore the potential risks of increased political control over the Fed, the current state of the bond and stock markets, and the importance of economic indicators such as labor market reports and inflation measures. Then, Kevin Gordon, director and senior investment strategist, joins Liz Ann to discuss the situation at the Fed, as well as the state of sectors and factors that could be sensitive to changes in interest rates. Kevin points out that housing is not acting as a traditional macro driver, and he explains the lack of correlation between mortgage rates and the fed funds rate.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Currency trading is speculative, very volatile and not suitable for all investors.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0825-6V35)

On this week's edition of the Talking Michigan Transportation podcast, a conversation with a trunkline pavement strategy specialist about how the work in his area helps inform investment decisions. Tim Lemon, who works in the Michigan Department of Transportation (MDOT) Bureau of Transportation Planning, talks about how pavement condition is measured and how the data is used.  He explains that remaining service life (RSL) is MDOT's primary pavement condition performance measure, which indicates the number of years before the pavement is anticipated to reach poor condition. It informs decisions about priorities and which roads and bridges to address.He also explains that while state trunklines (I, M and US routes) don't account for the majority of road miles in the state, they carry 53 percent of total traffic and more than 75 percent of commercial traffic in Michigan.   

Join us on Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Nvidia Q2 earnings are here, and while they may have disappointed on the surface, guidance for the rest of 2025 and into 2026 tells a different story. Chip Stock Investors Nick and Kasey briefly review, and how they are prepared for an eventual down cycle in hyperscaler CapEx, the main driver of Nvidia's growth.Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Nvidia's Quarterly Revenue Breakdown(00:50) Impact of China Sales on Nvidia's Revenue(01:25) Future Outlook and Q3 Guidance(01:41) Earnings Call Highlights(03:19) Hyperscaler CapEx Spending(05:57) Free Cash Flow and GAAP Net Income Analysis(07:44) Investment Strategy and Portfolio Insights #nvidia #nvdastock #nvidiaearnings #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 "Flash Drought"3:50 Price Action and Charts5:24 US/China Trade Talks8:59 Renewable Investments10:21 Russia's Wheat Crop Keeps Getting Bigger

Teal and early goose seasons are here! In this Feathered Report, we break down what hunters need to know heading into opener — from the Duck Stamp Modernization Act to North Dakota's brood survey numbers, new habitat stamps, and even pheasant updates. Quick hits, straight facts, and a dose of preseason excitement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Liz Ann Sonders and Kathy Jones discuss the implications of the Federal Reserve's annual Jackson Hole meeting, focusing on monetary policy, labor market dynamics, housing market challenges, and the impact of tariffs on inflation. They explore how these factors influence economic indicators and the Fed's decision-making process moving forward. Then, Cooper Howard, director and fixed income strategist at the Schwab Center for Financial Research, joins the show to discuss the state of the muni bond market and where there might be opportunities for investors. He and Kathy cover why munis have underperformed other parts of the fixed income market this year; the attractiveness of high-yield, or "junk," muni bonds; investing in individual bonds versus mutual funds or ETFs; and much more.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.This information is not a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this information.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0825-1W97)

Welcome back to Snafu w/ Robin Zander.  In this episode, I'm joined by Simone Stolzoff – author of The Good Enough Job and the upcoming How to Not Know – and our opening keynote speaker at Responsive Conference 2025. We explore what it means to have an identity beyond your job title, why rest is essential for high performance, and how ritual and community offer grounding in an age of uncertainty. Simone shares how Judaism and Shabbat have shaped his views on balance, the role of “guardrails” over boundaries, and how we can build more durable lives – personally and professionally. We talk about the future of religion, the risks and opportunities of AI, and why books still matter even in a tech-saturated world. Simone also offers practical writing advice, previews his next book, and explains why embracing uncertainty may be the most valuable skill of all. Simone will be speaking live at Responsive Conference 2025, September 17–18, and I can't wait for you to hear more. If you haven't gotten your tickets yet, get them here.   Start (00:00) Identity Beyond Titles (01:07.414) What identities do you hold that aren't listed on your LinkedIn? Simone's Answer: Ultimate frisbee player – “the entirety of my adult life” Aspiring salsa dancer – taking intro classes with his wife Former spoken word poet – “It was the most important thing to me when I was 19 years old.” New father – navigating life with a five-month-old "I encourage people to ask: what do you like to do, as opposed to what do you do?" Shabbat as a Sanctuary in Time (01:58.831) Robin references Simone's TED Talk, focusing on Shabbat as a metaphor for boundary-setting and presence. Simone expands: Shabbat offers a weekly rhythm to separate work from rest. Emphasizes the idea of "sacred time" and intentional disconnection from screens. Shabbat is a “sanctuary in time,” paralleling physical sanctuaries like churches or synagogues. Relates this to work-life balance, noting that intentions alone aren't enough – infrastructure is needed. "We have intentions… but what actually leads to balance is structural barriers." Boundaries vs. Guardrails (04:44.32) Cites Anne Helen Petersen's metaphor: Boundaries = painted lane lines Guardrails = physical barriers that actually keep you on the road There are calls for more guardrails (structural protections) in modern life. Examples: Airplane mode during playtime with his kid Attending yoga or activities where work can't creep in "Individually imposed boundaries often break down when the pressures of capitalism creep in." Religion, Ritual & Community (06:48.57) Robin asks how Judaism has shaped Simone's thinking around work and life. Simone reflects: Religion offers a “container” with a different value system than capitalism. As organized religion declined, people turned to work for identity, meaning, and community. Religion can offer rituals to process uncertainty — e.g., mourning rituals like sitting shiva. Religious or community spaces offer contrast: they don't care about your career success. "Religion is sort of like a container… with a value system that isn't just about growth charts." "It can be refreshing to say: Day 1, do this. Day 7, go for a walk." Personal journey: Simone reconnected with Judaism in his 30s as he built his own family. Once, went out of obligation, then rejected it, and now see beauty in ritual and intergenerational wisdom. The Future of Religion & Community (09:12.454) Robin theorizes a future rise in spiritual and communal gatherings: Predicts new spiritual movements or evolutions of old ones Notes a hunger for meaningful in-person connection, especially post-AI and amid tech saturation "There's a hunger... as AI and screens define how we relate, people want to gather in person." "I don't tend to make predictions, but I think this one's inevitable." Simone agrees... but offers data as contrast: Cites the decline in religious affiliation in the U.S. 1950s: 3–4% unaffiliated Today: Nearly 1 in 3 identify as “Nones” (no religion) Notes reasons: Rising wealth tends to increase secularism The internet creates alternate identity spaces "I do believe there is inevitability in the growth [of spirituality]... But the data points the opposite way." Simone reflects on the factors behind declining religious affiliation: Doubt now builds community – the internet has enabled people to connect around leaving religion as much as practicing it. Political entanglement – many young Americans, especially, are alienated by the perceived overlap between right-wing politics and Christianity. Yet despite this secular trend, the need for meaning, ritual, and purpose remains universal. “There still is this fundamental need to find meaning, to find purpose, to find ritual… even if it's not in the forms we're used to.” A Church in the Mission (13:07.182) Robin shares a formative experience from 2016: That year, he launched both Robin's Café and the first Responsive Conference. When he walked into the theater space that would become his café, he encountered a young, diverse Christian revival group – live music, dancing, and energetic worship happening in a Mission District theater. This juxtaposition – a traditional spiritual gathering inside a modern, “hip” venue – left a lasting impression. “It felt like a revival meeting in the South… except it was full of people my age and younger, partying on a Saturday morning – and it just happened to be church.” You Are More Than Your Work (14:51.182) Robin segues into the idea of multiple identities: He recalls how reading The 4-Hour Work Week helped him embrace not defining himself solely by his entrepreneurial work. Even on tough days running a business, movement and fitness have been a grounding force – something he does daily, independent of career performance. Quotes from Simone's TED Talk: “Some people do what they love for work; others work so they can do what they love. Neither is more noble.” Robin asks Simone to share the origin of this line and how it connects to the poet Anis Mojgani. Simone recounts a pivotal conversation during college: As a poetry and economics double major, he was wrestling with career path anxiety. He interviewed his favorite poet, Anis Mojgani, asking: “Do you believe in the idea, ‘Do what you love and never work a day in your life'?” Mojgani's response: “Some people do what they love for work. Others do what they have to so they can do what they love when they're not working. Neither is more noble.” This countered Simone's expectations and left a deep impression. He highlights two cases for cultivating a broader identity beyond work: Business Case: High performance requires rest. People with “greater self-complexity” — more identities outside of work — are more creative, more resilient, and more emotionally stable. Moral Case: Investing in other parts of ourselves makes us better citizens, community members, and humans. Singular identity (especially career-based) is fragile and susceptible to collapse — e.g., pandemic layoffs. Solely work-based identity also sets unrealistically high expectations that can lead to disappointment. “You're balancing on a very narrow platform… You're susceptible to a large gust of wind.” Robin reflects on how the Responsive Manifesto intentionally avoids prescribing one path: It's not anti-work or anti-grind. Recognizes that sometimes hard work is necessary, especially in entrepreneurship. Shares how his friend's newsletter, Just Go Grind, embraces the idea that seasons of hustle are sometimes required. “Everyone figuring out their own boundaries is actually the goal.” Work Isn't Good or Bad – It's Complex (18:34.436) Simone adds that society tends to polarize the narrative around work: Some say “burn it all down”, that work is evil. Others say, “Do what you love, or it's not worth doing.” His book The Good Enough Job argues for a middle way: It's not hustle propaganda. It's not a slacker's manifesto. It's about recognizing that we spend a huge portion of our lives working, so it matters how we approach it, but also recognizing we're more than just our jobs. He introduces the concept of temporal balance: “There's a natural seasonality to work.” Sometimes, long hours are necessary (e.g., startup mode, sales targets). But it should be a season, not a permanent lifestyle. What's the Role of Books in the Age of AI? (22:41.507) Robin poses a forward-looking question: In an age when AI can summarize, synthesize, and generate information rapidly, what's the role of books? Especially nonfiction, where facts are easier to reproduce. Simone responds with both uncertainty and hope: Human storytelling as a moat: His work relies on reporting, profiling, and character studies — something LLMs can't yet replicate with nuance. He doesn't know how long this will remain defensible, but will continue to lean into it. Books are more than information: Books have utility beyond facts: they are entertainment, physical objects, and cultural symbols. Quotes the vibe of being surrounded by books: there's even an untranslatable word (possibly German or Japanese) about the comfort of unread books. A vinyl-record future: Books may become more niche, collectible, or artisanal, similar to vinyl. But they still hold society's most well-formed, deeply considered ideas. The human touch still matters: A typed note that looks handwritten isn't the same as a note that is handwritten. People will crave authenticity and human creation, especially in a tech-saturated world. “You can appreciate when something has a level of human touch, especially in an increasingly tech-powered world.” He closes with a self-aware reflection: “I don't claim to know whether my career will still exist in five years… which is why I picked this topic for my second book.” “Created by Humans” (25:49.549) Robin references a conversation with Bree Groff, who imagined a world where creative work carries a “Created by Human” tag, like organic food labeling. “I think we'll see that [kind of labeling] in the next few decades – maybe even in the next few years.” As AI-generated content floods the market, human-made work may soon carry new cultural cachet. Simone shares a turning point: after submitting an op-ed to The New York Times, his editor flagged a bad metaphor. En route to a bachelor party, he opened ChatGPT, asked for new metaphors, chose one, and it made the print edition the next day. “Maybe I've broken some law about journalism ethics... but that was the moment where I was like: whoa. This sh*t is crazy.” The Home-Buying Crash Course Powered by AI (27:57) Robin's breakthrough came while navigating the chaos of buying a house. He used ChatGPT to upskill rapidly: Structural questions (e.g., redwood roots and foundation risk) Zoning and legal research Negotiation tactics “The rate of learning I was able to create because of these tools was 10 to 100 times faster than what I could've done previously.” How to Live Without Knowing (29:41.498) Simone previews his next book, How to Not Know, a field guide for navigating uncertainty. In an age of instant answers, our tolerance for the unknown is shrinking, while uncertainty itself is growing. “We're trying to find clarity where there is none. My hope is that the book offers tools to live in that space.” The “Three Horsemen of Delusion”: Comfort – we crave the ease of certainty. Hubris – we assume we know more than we do. Control – we believe certainty gives us power over the future. Robin asks how Simone finds his stories. His answer: chase change. Whether internal (doubt, transformation) or external (leaving a cult, facing rising seas), he seeks tension and evolution. Examples: A couple questioning their marriage An employee leading dissent at work A man leaving his religious identity behind A nation (Tuvalu) confronting its own disappearance “The story you find is always better than the one you seek.” Want to Be a Writer? Start Writing. (36:50.554) Robin asks for writing advice. Simone offers two pillars: Ask These Four Questions: What's the story? Why should people care? Why now? Why you? “Only you can tell the story of buying a café and selling it on Craigslist.” Build the Practice: Writing is not just inspiration—it's routine. Schedule it. Join a group. Set deadlines. “Writing is the act of putting your ass in the chair.” Robin applauds Simone's book title, How to Not Know, for its playfulness and relevance. He asks how Simone's own relationship with uncertainty has evolved through his research. Simone reflects on how writing his first book, The Good Enough Job, softened his stance, from a hot take to a more nuanced view of work's role in life. Similarly, with his new book, his thinking on uncertainty has shifted. “Uncertainty is uncomfortable by design. That discomfort is what makes us pay attention.” Simone once championed uncertainty for its spontaneity and freedom. But now, he sees a more complex dance between certainty and uncertainty. “Certainty begets the ability to become more comfortable with uncertainty.” He gives the example of a younger self traveling with no plan, and the maturity of seeing how some people use uncertainty to avoid depth and commitment. Durable Skills for an Unstable Future (43:57.613) Robin shifts to the practical: In a world where stability is fading, what should we teach future generations? Simone shares three core “durable skills”: Learn how to learn – Adaptability beats certainty. Tell compelling stories – Human connection never goes out of style. Discern control from chaos – Use a mental decision tree: What can I control? If I can't control it, can I prepare? If I can't prepare, can I accept? “Often we're more uncomfortable with uncertainty than with a certain bad outcome.” He cites research showing people are stressed more by maybe getting shocked than actually getting shocked. AI as Editor, Not Author (47:23.765) Robin circles back to AI. Simone explains how his relationship with it has evolved: He never uses it for first drafts or ideation. Instead, AI serves as a “sparring partner” in editing – great at spotting drag, less useful at solving it. “People are often right about something being wrong, but not about the solution. I treat AI the same way.” Simone defends creative friction as essential to craft: rewriting, deleting, struggling – that's the work. The Chinese Farmer & the Fallacy of Forecasts (50:27.215) Robin expresses cautious optimism – but also fears AI will widen inequality and erode entry-level jobs. He asks what gives Simone hope. Simone counters with the “Parable of the Chinese Farmer,” where events can't be judged good or bad in real time. His conclusion: we don't know enough to be either pessimistic or optimistic. “Maybe AI ushers in civil unrest. Maybe a golden age. Maybe yes, maybe no.” He's most hopeful about the growing value of human touch – gifts of time, love, and effort in an increasingly automated world. Where to Find Simone (53:44.845) Website: thegoodenoughjob.com Newsletter: The Article Book Club (monthly articles not written by him, thousands of subscribers) Robin reminds listeners that Simone will be the opening speaker at Responsive Conference 2025, September 17–18.   People Mentioned: M'Gilvry Allen Anne Helen Petersen Anis Mojgani  Bree Groff  Tim Ferriss Steven Pressfield Ernest Hemingway Justin Gordon   Organizations Mentioned:   Responsive Conference Zander Media Asana, Inc X, The Moonshot Factory (formerly Google X)  Waymo,  Jewish Community Centers (Boulder & Denver)  Robin's Cafe Amazon Google / Alphabet    Books & Newsletters The Good Enough Job  How to Not Know (upcoming book) The 4‑Hour Workweek Just Go Grind  Article Book Club   

Inflation is unpredictable—and it doesn't care what the experts think. Join us as we explore why traditional forecasting fails, how real assets like real estate and commodities can act as powerful inflation hedges, and whether Bitcoin truly deserves its "digital gold" title.   In this episode, we discuss:  Consumer vs. professional inflation expectations What it means to leverage “Real Assets” as a hedge Why equities still matter The role of diversification A planning framework to help safeguard against inflation Today's article is from the CFA Institute blog titled, Mind the Inflation Gap: Hedging with Real Assets. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation. Show Notes: HowardBailey.com/516

In this episode, Kathy Jones and Liz Ann Sonders dive into the latest economic data and its implications for the Federal Reserve's policy decisions. They analyze the recent Consumer Price Index (CPI) report and assess the risk of latent stagflation. They also examine the Fed's dilemma in considering a September interest rate cut, a possible 50-basis-point reduction, and ongoing labor market and inflation pressures. Kathy and Liz Ann stress the importance of looking beyond headline figures to understand revisions and underlying economic trends. They also address recent changes at the Bureau of Labor Statistics (BLS) and their potential impact on the reliability of economic data. Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Technical analysis is not recommended as a sole means of investment research.Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.This information is not a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this information.Rebalancing may cause investors to incur transaction costs and, when a non-retirement account is rebalanced, taxable events may be created that may affect your tax liability.Currency trading is speculative, very volatile and not suitable for all investors.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0825-YCMU)

The Rich Zeoli Show- Full Episode (07/30/2025): 3:05pm- On Wednesday, the Commerce Department released a report indicating that U.S. gross domestic product (GDP) grew by 3% in the second quarter—beating economic forecasts and rebounding from the first quarter's economic contraction. 3:15pm- Former Vice President Kamala Harris announces she will not run for Governor of California in 2026. 3:30pm A new American Eagle clothing advertisement features Hollywood star Sydney Sweeney bragging about her “great jeans.” Far-left social media users, however, are ridiculously saying that the commercial is secretly promoting eugenics—insisting the ad's “great jeans” line really means “great genes.” Now Dunkin Donuts has released a commercial in response to the Sweeney advertisement—mocking the far-left's outrage. 3:40pm- Does anyone in the audience want to see a video of Rep. Eric Swalwell lifting weights? NOPE! 3:50pm- On Wednesday, New York City mayoral candidate Zohran Mamdani held a press conference to address the mass shooting in Manhattan earlier this week. Mamdani was notably asked about his previous calls to defund the NYC police. 4:05pm- Brian Morgenstern—Head of Public Policy at Riot Platforms & former Trump Administration Official—joins The Rich Zeoli Show to discuss Treasury Secretary Scott Bessent's pledge to make America a “crypto superpower.” 4:30pm- Which TV shows and movies are you watching right now? Justin is rewatching Breaking Bad, Rich is still avoiding the Snow White remake, and Matt is watching Leave It to Beaver??? 4:40pm- From the White House, President Donald Trump delivers remarks on his administration's new initiative with tech companies to help modernize data access for Medicare recipients. 4:50pm- While appearing on Theo Vons podcast, Open AI CEO Sam Altman revealed that people are using ChatGPT like a therapist—which emphasizes the need for new laws to protect user privacy and chat histories. 5:05pm- Dr. Michael Busler— Professor of Finance and Finance Program Chair at Stockton University & Newsmax Contributor—joins The Rich Zeoli Show to discuss the Commerce Department's report indicating that U.S. gross domestic product (GDP) grew by 3% in the second quarter. 5:20pm- While appearing on Theo Vons podcast, Open AI CEO Sam Altman revealed that people are using ChatGPT like a therapist—which emphasizes the need for new laws to protect user privacy and chat histories. 5:25pm- On Tuesday, the king of grandstanding Sen. Cory Booker (D-NJ) delivered a fiery speech from the Senate floor saying that Democrats “need a wake-up call”—and screaming that no one should “question” his “integrity.” But even Morning Joe isn't buying his over-the-top antics any longer. 5:30pm- Jimmy Failla—Fox News Host & Author of Cancel Culture Dictionary—joins The Rich Zeoli Show to discuss the far-left melting down over Sydney Sweeney's new American Eagle advertisement. Have Democrats declared war on boobs??? Failla will be performing at SoulJoel's in Montgomery County, PA on August 9th. You can find information about tickets here: https://radio.foxnews.com/fox-news-talk/fox-across-america-with-jimmy-failla/. 6:05pm- While appearing on Fox News, FDA Commissioner Dr. Marty Makary explained that “the food pyramid was blind to ultra-processed food” and, consequently, will be rewritten “based on science and not what food companies want.” Rich notes that a 2016 Time magazine article documents how lobbyists connected to food manufactures had an outsized say in dietary guidelines—with dietician and doctor recommendations being a secondary concern. 6:30pm- On Wednesday, President Donald Trump stated: “Nancy Pelosi became rich by having inside information.” Will members of Congress finally be banned from trading stocks? Senator Josh Hawley has sponsored a new bill, “The Honest Act,” which passed through the Senate Homeland Security and Government Affairs Committee on Wednesday.

The Rich Zeoli Show- Full Episode (07/30/2025): 3:05pm- On Wednesday, the Commerce Department released a report indicating that U.S. gross domestic product (GDP) grew by 3% in the second quarter—beating economic forecasts and rebounding from the first quarter's economic contraction. 3:15pm- Former Vice President Kamala Harris announces she will not run for Governor of California in 2026. 3:30pm A new American Eagle clothing advertisement features Hollywood star Sydney Sweeney bragging about her “great jeans.” Far-left social media users, however, are ridiculously saying that the commercial is secretly promoting eugenics—insisting the ad's “great jeans” line really means “great genes.” Now Dunkin Donuts has released a commercial in response to the Sweeney advertisement—mocking the far-left's outrage. 3:40pm- Does anyone in the audience want to see a video of Rep. Eric Swalwell lifting weights? NOPE! 3:50pm- On Wednesday, New York City mayoral candidate Zohran Mamdani held a press conference to address the mass shooting in Manhattan earlier this week. Mamdani was notably asked about his previous calls to defund the NYC police. 4:05pm- Brian Morgenstern—Head of Public Policy at Riot Platforms & former Trump Administration Official—joins The Rich Zeoli Show to discuss Treasury Secretary Scott Bessent's pledge to make America a “crypto superpower.” 4:30pm- Which TV shows and movies are you watching right now? Justin is rewatching Breaking Bad, Rich is still avoiding the Snow White remake, and Matt is watching Leave It to Beaver??? 4:40pm- From the White House, President Donald Trump delivers remarks on his administration's new initiative with tech companies to help modernize data access for Medicare recipients. 4:50pm- While appearing on Theo Vons podcast, Open AI CEO Sam Altman revealed that people are using ChatGPT like a therapist—which emphasizes the need for new laws to protect user privacy and chat histories. 5:05pm- Dr. Michael Busler— Professor of Finance and Finance Program Chair at Stockton University & Newsmax Contributor—joins The Rich Zeoli Show to discuss the Commerce Department's report indicating that U.S. gross domestic product (GDP) grew by 3% in the second quarter. 5:20pm- While appearing on Theo Vons podcast, Open AI CEO Sam Altman revealed that people are using ChatGPT like a therapist—which emphasizes the need for new laws to protect user privacy and chat histories. 5:25pm- On Tuesday, the king of grandstanding Sen. Cory Booker (D-NJ) delivered a fiery speech from the Senate floor saying that Democrats “need a wake-up call”—and screaming that no one should “question” his “integrity.” But even Morning Joe isn't buying his over-the-top antics any longer. 5:30pm- Jimmy Failla—Fox News Host & Author of Cancel Culture Dictionary—joins The Rich Zeoli Show to discuss the far-left melting down over Sydney Sweeney's new American Eagle advertisement. Have Democrats declared war on boobs??? Failla will be performing at SoulJoel's in Montgomery County, PA on August 9th. You can find information about tickets here: https://radio.foxnews.com/fox-news-talk/fox-across-america-with-jimmy-failla/. 6:05pm- While appearing on Fox News, FDA Commissioner Dr. Marty Makary explained that “the food pyramid was blind to ultra-processed food” and, consequently, will be rewritten “based on science and not what food companies want.” Rich notes that a 2016 Time magazine article documents how lobbyists connected to food manufactures had an outsized say in dietary guidelines—with dietician and doctor recommendations being a secondary concern. 6:30pm- On Wednesday, President Donald Trump stated: “Nancy Pelosi became rich by having inside information.” Will members of Congress finally be banned from trading stocks? Senator Josh Hawley has sponsored a new bill, “The Honest Act,” which passed through the Senate Homeland Security and Government Affairs Committee on Wednesday.

With August about to begin the long-time Virginia election watchers say that this is when “it gets real.” The Washington Examiner just published election predictions made by the organization State Navigate that reported that by their estimates each Democrat candidate would win the statewide races by a minimum of 8 percent and that Lt Gov Winsome Sears would lose by 11. Moreover, they predict that the Democratic party will flip 7 seats in the House of Delegates. Flipping it to a GOP majority had been a key effort of the Republican Party leadership so that they could block the “Day Of” Abortion constitutional amendment. We sat down with one leader that is spending his time and campaign contributions on other candidates this year, Tom Garrett of Virginia's 56th district (Fluvanna, Louisa, Goochland) and asked him if the race had really turned so badly. Learn more about your ad choices. Visit megaphone.fm/adchoices

Adam Aizer and Jamey Eisenberg react to bold, AI-generated 2025 fantasy football predictions—and things get wild fast. Can Caleb Williams leap to overall QB1 in Ben Johnson's turbocharged Bears offense? Is Tetairoa McMillan set for a Ja'Marr Chase-level rookie breakout in Carolina? Is this finally the Year 4 breakout for Wan'Dale Robinson in Brian Daboll's offense? Could Colston Loveland crack the top 8 TEs right away in Chicago? Adam and Jamey break down which predictions hold water—and which are total fantasy. Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify and wherever else you listen to podcasts Watch FFT on YouTube⁠ https://www.youtube.com/fantasyfootballtoday⁠ SUBSCRIBE to FFT Express on Apple: ⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-express/id1528634304⁠ Follow FFT Express on Spotify: ⁠https://open.spotify.com/show/6qyGWfETSBFaciPrtvoWCC?si=6529cbee20634da8⁠ SUBSCRIBE to FFT Dynasty on Apple: ⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179⁠ FOLLOW FFT Dynasty on Spotify: ⁠https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1⁠ SUBSCRIBE to FFT DFS on Apple: ⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-dfs/id1579415837⁠ FOLLOW FFT DFS on Spotify: ⁠https://open.spotify.com/show/5zU7pBvGK3KPhfb69Q1hNr?si=1c5030a3b1a64be2⁠ Follow our FFT team on Twitter:⁠ @FFToday⁠,⁠ @AdamAizer⁠,⁠ @JameyEisenberg⁠,⁠ @daverichard⁠,⁠ @heathcummingssr⁠ Follow the brand new FFT TikTok account: ⁠https://www.tiktok.com/@fftoday⁠ Join our Facebook group⁠ https://www.facebook.com/groups/FantasyFootballToday/⁠ Sign up for the FFT newsletter⁠ https://www.cbssports.com/newsletter⁠ You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." Visit the ⁠betting arena on CBSSports.com⁠ for all the latest ⁠sportsbook reviews⁠ and ⁠sportsbook promos⁠. Fantasy Football Today is available for free on the Audacy app as well as Apple Podcasts, Spotify and wherever else you listen to podcasts Watch FFT on YouTube⁠⁠⁠⁠ https://www.youtube.com/fantasyfootballtoday⁠⁠⁠⁠ SUBSCRIBE to FFT Express on Apple:⁠ ⁠⁠⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-express/id1528634304⁠⁠⁠⁠ Follow FFT Express on Spotify:⁠ ⁠⁠⁠https://open.spotify.com/show/6qyGWfETSBFaciPrtvoWCC?si=6529cbee20634da8⁠⁠⁠⁠ SUBSCRIBE to FFT Dynasty on Apple:⁠ ⁠⁠⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-dynasty/id1696679179⁠⁠⁠⁠ FOLLOW FFT Dynasty on Spotify:⁠ ⁠⁠⁠https://open.spotify.com/show/2aHlmMJw1m8FareKybdNfG?si=8487e2f9611b4438&nd=1⁠⁠⁠⁠ SUBSCRIBE to FFT DFS on Apple:⁠ ⁠⁠⁠https://podcasts.apple.com/us/podcast/fantasy-football-today-dfs/id1579415837⁠⁠⁠⁠ FOLLOW FFT DFS on Spotify:⁠ ⁠⁠⁠https://open.spotify.com/show/5zU7pBvGK3KPhfb69Q1hNr?si=1c5030a3b1a64be2⁠⁠⁠⁠ Follow our FFT team on Twitter:⁠⁠⁠⁠ @FFToday⁠⁠⁠⁠,⁠⁠⁠⁠ @AdamAizer⁠⁠⁠⁠,⁠⁠⁠⁠ @JameyEisenberg⁠⁠⁠⁠,⁠⁠⁠⁠ @daverichard⁠⁠⁠⁠,⁠⁠⁠⁠ @heathcummingssr⁠⁠⁠⁠ Follow the brand new FFT TikTok account:⁠ ⁠⁠⁠https://www.tiktok.com/@fftoday⁠⁠⁠⁠ Join our Facebook group⁠⁠⁠⁠ https://www.facebook.com/groups/FantasyFootballToday/⁠⁠⁠⁠ Sign up for the FFT newsletter⁠⁠⁠⁠ https://www.cbssports.com/newsletter⁠⁠⁠⁠ You can listen to Fantasy Football Today on your smart speakers! Simply say "Alexa, play the latest episode of the Fantasy Football Today podcast" or "Hey Google, play the latest episode of the Fantasy Football Today podcast." Visit the⁠ ⁠⁠⁠betting arena on CBSSports.com⁠⁠⁠⁠ for all the latest⁠ ⁠⁠⁠sportsbook reviews⁠⁠⁠⁠ and⁠ ⁠⁠⁠sportsbook promos⁠⁠⁠⁠. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices