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A viral Wall Street chart has kicked off a new round of AI bubble panic, but NLW argues the market is reading it wrong. The real story isn't collapsing demand — it's the shift from the token subsidy era to the token scarcity era, where companies are learning to route AI usage more efficiently. In the headlines: SpaceX's IPO, Bezos' Prometheus raise, Meta's Manus split, chip supply chain crunches, and Goldman's trillion-dollar AI infrastructure forecast.Check out the new https://aidailybrief.ai/Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taught at scale. Learn more at kpmg.com/us/SophisticatedBolt - Claim a free month of Bolt Pro - https://bolt.new/partner/aidb/Outsystems - Stop wondering how AI will change your business and start building the agents that will lead it - http://outsystems.com/Scrunch - The AI customer experience platform - https://scrunch.com/Zenflow Work - Agents for knowledge work - https://zenflow.free/Blitzy - Want to accelerate enterprise software development velocity by 5x? https://blitzy.com/AssemblyAI - The best way to build Voice AI apps - https://www.assemblyai.com/briefRobots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Our Newsletter is BACK: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? sponsors@aidailybrief.ai
VLOG June 11 On road to ICE acquittal of Brad Lander- extra on local pol / Goldman and UN Press ban https://matthewrussellleeicp.substack.com/p/unclear-brad-lander-acquitted-of Nadine Menendez no bail. Turkish Halkbank nolle prosequi citing Turkey's role in helping on Gaza hostages / remains https://patreon.com/MatthewRussellLee/posts/gaza-remains-on-160770663
The AI IPO race is heating up.In this episode of the Market Maker Podcast, we break down the latest developments surrounding the SpaceX IPO and OpenAI's confidential S1 filing to the SEC.We discuss Goldman Sachs' huge growth forecasts for SpaceX, the surge in retail investor demand, and why Elon Musk may be positioning SpaceX as one of the biggest AI infrastructure plays in the world.We also dive into OpenAI's reported internal tensions ahead of its IPO process, including concerns around governance, leadership and whether the company is truly ready to go public.If you're interested in AI, investing, IPOs, venture capital or the future of technology companies, this episode gives you a practical breakdown of what's happening behind the headlines.(00:00) Intro(01:03) SpaceX IPO Update(08:39) Bankers Selling the Vision(10:35) Retail Demand & Hype(14:20) OpenAI Files for IPO(18:57) OpenAI's Internal Issues(22:59) Why CEO/CFO Tension Matters(24:57) Goldman & Morgan Stanley
6/9/26: Co-Host Amilcar Shabazz Rep. Pat Duffy remembers Barney Frank, the first out gay Congressman, who recently passed. She attended the celebration of his life yesterday. UMass Prof Amilcar Shabazz on Juneteenth in Northampton. Third Graders at Hadley Elementary on their lobbying efforts to make asparagus the official state vegetable—meeting the governor, their state senator and rep. Civic engagement at its best! Pat Ononibaku, Pres of Black Business Assoc of Amherst: the upcoming 19th annual Juneteenth Jubilee & Black businesses in the Valley. The IL (Injury List) grows. It includes baseball itself. Why don't the owners care? We ask Duke Goldman, who also explains the masking tape over the NYY insignia on the Aaron Judge tee that Newman gave him.
Your home insurance bill is not going up because of inflation. It is going up because of a risk that was mispriced for decades and is now coming due. Episode Sponsor Coalition for an Insurable Future Website: https://coalitionforaninsurablefuture.com/ Facebook: https://www.facebook.com/people/Coalition-For-An-Insurable-Future/61584013622275/ What You'll Learn in This Episode Why home insurance is up 74% since 2008 and is not coming back down How one weather event turns into a coverage gap, an un-mortgageable home, and a collapsing property value Why insurance companies are not the villain here and who actually is What happens when state-backed insurance plans run out of money Why one in seven homeowners now has zero insurance coverage What every homeowner should do right now to reduce their exposure Why renters are not off the hook from this crisis either Start Here Join the community built to help you master your money, stay accountable, and reach financial freedom.
My guest today is Charles Ellis, founder of Greenwich Associates, longtime member of Yale's investment committee, and author of more than 20 books, including the classic Winning the Loser's Game. In today's episode, Charley reflects on writing the first major book on share repurchases 50 years ago, when the idea was so foreign that Goldman mailed it to 1,000 corporations as a “legitimizer.” Charley also walks us through his new book, Great American Investments: A History of the Bold Initiatives that Shaped a Nation, covering 14 audacious public investments from the Louisiana Purchase to the Marshall Plan. He explains how each came down to one or two obsessed individuals, why Alaska turned out to be the bargain of the century, and how Frances Perkins muscled Social Security into law. As the episode winds down, he shares the lunch with Sandy Gottesman in the early 1970s that led him to buy Berkshire Hathaway at $700 a share — and hold it ever since. (0:00) Starts (1:54) Charley on stock buybacks (8:06) Current state of investing and behavioral economics (11:37) Advice for young investors and long-term strategies (16:41) Charley's new book: Great American Investments: A History of the Bold Initiatives that Shaped a Nation (25:42) The origins of social Security (32:46) American entrepreneurship (36:43) Will AI be the next great American investment? (42:34) Most memorable investment ----- Sponsor: Ivy Invest - To learn more about Ivy Invest's SEC-registered endowment-style fund, view the prospectus, and learn how to invest, visit ivyinvest.co/fund ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! -----Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices
PODCAST LAS NOTICIAS CON CALLE DE 5 DE JUNIO - Zelensky pide negociaciones directas entre Ucrania y Rusia por actuales lineas de batalla dando a entender que percibe que está ganando la guerra - Economist Anthropic vuelve a pedir detente de inteligencia artificial tras lograr sucesores hagan su propio submodelo - SemaforNSA Susa Mythos aunque está en lista prohibida - Axios Las reservas de petróleo de EEUU cayeron a su nivel más bajo desde 2004 y Goldman advierte que el diésel podría bajar a 20 días de suministro para agostoHezbollah rechaza pacto de cese al fuego con Israel y Líbano - Economist Menos personas sin hogar en PR - El Vocero Senador Dalmau pide investigar examen de peritos electricistas, Colegio dice que quieren suspenderlo - El Vocero Circuito cuestiona si LUMA tiene legitimación sobre Stay de PROMESA en la AEE, bonistas piden levantar el stay para que paguemos la deuda - El Vocero Educación todavía no ha pagado a centros de educación especial aunque se prometió a hacerlo - El Vocero DACO disque pendiente a los aumentos de precios de la comida y alimentos expirados - El Vocero 4 jinetes boricuas en el Belmont Stakes Space X se queda fuera del S&P por no cumplir con requisitos - Reuters Jueza permite que Digimedia enmiende demanda contra Hacienda, mientras Hacienda se opuso - El Nuevo Día Demandaron a Trump por quitarle fondos a FEMA para energía renovable a entidades, hoy hay vista en Boston - El Nuevo Día Jefe de incentivos dice que se tenían que ir en entrevista con Tax NotesProyecto plantea que AEELA sea voluntario, pero lo derrotaron - El Nuevo Día La Junta dice que sí a reforma de permisos de la gobernadora - El Nuevo Día EEUU sanciona a Díaz-Canel y la cúpula cubana; Visa, Mastercard y Meliá se van - Semafor Fuera de control la basura en Cuba - El Nuevo Día Congreso aprueba ayuda a Ucrania desafiando a Trump con votos republicanos - WSJ#universalinsurance #incluyeauspicio LOS DATOS DEL DÍA Brent$96.50/barril (−1%) WTI$92.86/barril (−0.2%) Diésel mayorista EEUU~$3.45/galón (inventarios en mínimo desde 2003) S&P 500~7,590 (futuros −0.4%, racha en riesgo) Dow49,445 (+0.6%) Bono 10Y del Tesoro4.47% Euro/USD~1.07 Gas natural$3.30/MMBtu (máximo en 4 meses) Tasa hipotecaria 30Y~7.20%NotiCel publicó hoy que el salario mínimo de PR sigue bajo el nivel federal de pobreza.La Fed TIENE que subir tasas por el petróleoLa defensa de Anthonieska presentó una moción urgente alegando que declaraciones juradas confidenciales del sumario fiscal se filtraron y se manejaron frente a cámaras en un programa de redes sociales, lo que para ellos viola los derechos de su representada, y pidieron que el Inspector General investigue quién dentro del Estado las filtró. Aparte, anunciaron que irán por tercera vez al Tribunal Supremo insistiendo en que ella no está en condiciones mentales para ser procesada, algo que ya le negaron dos veces. Y mientras todo eso queda en suspenso, el reloj corre: el término de los 120 días vence el 7 de julio y el juicio está pautado para el 23 de junio, pero esa fecha está en veremos. - Bárbara Figueroa
JD reacts to the Blue Jays much-needed win against Chris Sale and the Atlanta Braves. JD and Shayna Goldman, national NHL writer at The Athletic, discuss the controversial no-goal call from Game 2, what they've learned about these teams through two games, how the teams may be feeling after splitting the first two games, the goaltending battle, the Hurricanes' unproductive top line, why Mitch Marner has worked so well with the Golden Knights, and Dylan Larkin's trade request. The week ends with JD's thoughts about the proposed Matthew Knies to Montreal trade that never went through. The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliates.
In this special episode, I'm joined by Dr. Alexandra Sowa and Rachel Goldman, Ph.D. for a powerful midlife health masterclass on the topics every woman deserves to understand. From perimenopause and menopause to hormones, symptoms, treatment options, metabolism, mindset, and the future of women's healthcare, this conversation brings together leading voices in the field to help educate, empower, and support women through midlife and beyond.Whether you are navigating symptoms yourself, supporting someone you love, or simply want to better understand what happens during this stage of life, this episode is packed with expert insight, practical guidance, and the kind of information too many women are still missing.Rachel Goldman's Book: https://whenlifehappensbook.com/Dr. Alexandra Sowa's Book: https://getsowell.com/products/the-ozempic-revolution
In this Part 1 of 2 ASCO 2026 Highlights episodes, hosts Dr. Narjust Florez and Dr. Stephen Liu are joined by Dr. Alice Shaw and Dr. Jonathan Goldman to review some of the most impactful targeted therapy data presented at the 2026 ASCO Annual Meeting. The discussion explores the practice-changing LIBRETTO-432 trial in early-stage RET-positive NSCLC, long-term outcomes with lorlatinib in ALK-positive disease, emerging data for neladalkib, and promising results for sunvozertinib in EGFR exon 20 insertion–positive NSCLC, highlighting how these findings may influence treatment decisions across disease stages. Guests: Dr. Alice Shaw. is a Professor of Medicine at Harvard Medical School, Chair of Medical Oncology, and a thoracic oncologist at Dana Farber Cancer Institute. She is widely recognized as a pioneer in the field of ALK-positive non-small cell lung cancer, having led landmark clinical trials that established crizotinib, ceritinib, and lorlatinib as standards of care. Dr. Jonathan W. Goldman is a Professor of Medicine and thoracic oncologist at the UCLA David Geffen School of Medicine, where he serves as a principal investigator in the Phase I drug development program. Dr. Goldman has been at the forefront of early-phase oncology trials across multiple tumor types, with a particular focus on novel therapeutics in lung cancer, and he was the presenting author of Libretto 432 at the plenary session at the 2026 ASCO
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A Victoria's Secret Angel and a Goldman Sachs investor built one of the most talked-about luxury body care launches in recent memory without raising a cent or paying a single influencer. Jasmine Tookes spent two decades on the world's biggest runways turning down incubator deal after incubator deal, waiting to build something real. When she finally met Sabrina Carstensen—who spent years evaluating consumer brands at Goldman—they launched Brunel bootstrapped, profitable, and with a two-person team that pushed their chemists harder than any brand they'd ever worked with. In this interview, the co-founders of Brunel break down how they built a luxury body care brand from scratch on a lean budget, why organic community came before paid ads, and what it actually takes to get suppliers and manufacturers to take a self-funded brand seriously. What you'll learn in this interview: • Why Jasmine turned down 15 years of incubator deals before building her own brand • How they kept capital in reserve for collection two before collection one ever sold • Why word of mouth and organic TikTok drove their entire early growth—no paid influencers • Why the three-oil bundle outsold every individual product on launch day • The packaging crisis four months before launch—and how sheer persistence solved it • Why they stayed fully organic for six months before turning on paid ads • How Sabrina's investor background shapes every capital decision at Brunel • Why they didn't hire until they were ready—not desperate • Why their chemists said no brand had ever pushed them this hard • What Miranda Kerr's 11 years building Kora taught Jasmine about legacy brands If you're building a beauty or lifestyle brand, trying to grow profitably without burning cash on paid ads before you're ready, or just want the real story behind what luxury brand building looks like on a bootstrapped budget, this conversation will change how you think about product standards, community, and building something that lasts beyond the founder's name. SAVE 50% ON OMNISEND FOR 3 MONTHS Get 50% off your first 3 months of email and SMS marketing with Omnisend with the code FOUNDR50. Just head to https://your.omnisend.com/foundr to get started. WANT TO GROW YOUR BRAND WITH META ADS? Join the Foundr Operators Waitlist → https://foundr.com/operators HOW WE CAN HELP YOU SCALE YOUR BUSINESS FASTER Learn directly from 7, 8 & 9-figure founders inside Foundr+ Start your $1 trial → https://www.foundr.com/startdollartrial PREFER A CUSTOM ROADMAP AND 1-ON-1 COACHING? → Starting from scratch? Apply here → https://foundr.com/pages/coaching-start-application → Already have a store? Apply here → https://foundr.com/pages/coaching-growth-application CONNECT WITH NATHAN CHAN Instagram → https://www.instagram.com/nathanchan LinkedIn → https://www.linkedin.com/in/nathanhchan/ CONNECT WITH BRUNEL Instagram → https://www.instagram.com/brunel/ Website → https://brunelbeauty.com/ Jasmin's Instagram → https://www.instagram.com/jastookes/ FOLLOW FOUNDR FOR MORE BUSINESS GROWTH STRATEGIES YouTube → https://bit.ly/2uyvzdt Website → https://www.foundr.com Instagram → https://www.instagram.com/foundr/ Facebook → https://www.facebook.com/foundr Twitter → https://www.twitter.com/foundr LinkedIn → https://www.linkedin.com/company/foundr/ Podcast → https://www.foundr.com/podcast
What does the World Cup have in common with Wall Street trading desks?In this episode of the Market Maker Podcast, we break down the hidden financial world behind the biggest sporting event on the planet. From Goldman Sachs' 100,000-run quant model predicting the winner of the tournament, to the rise of Polymarket and decentralised prediction exchanges, this is the World Cup through the lens of markets, trading and probability.We explore how bookmakers operate like market makers, why prediction markets are disrupting the betting industry, and how billions of dollars are now being traded on World Cup outcomes. We also dive into the data behind implied probabilities, elo ratings, liquidity, market inefficiencies and why England may be one of the most mispriced teams in the tournament.Plus, we uncover fascinating ECB research showing how football matches cause trading volume in London markets to collapse in real time.If you want to understand how finance, probability, trading and sport collide, this episode is for you.(00:00) The Finance Behind The World Cup(03:51) How Bookies Really Make Money(05:48) The Problem With “Smart Money”(14:03) Prediction Markets Explained(16:06) Polymarket vs The Bookies(20:23) Goldman Sachs Predicts The Winner(23:01) What Is An Elo Rating?(24:44) Goldman Predictions 5th to 1st(26:05) Argentina: Winners Slump Factor(26:54) France: Bracket Drag(27:26) Why England Is Overpriced(30:08) Goldman's Terrible Track Record(31:40) World Cup Impact On Markets(35:12) The Economic Boom Of Football(37:26) Final Predictions & Golden Boot
Robust demand from pensions and insurance companies will support corporate debt through macroeconomic headwinds and record supply, according to Goldman Sachs. “Spreads are tight to the prewar levels when the facts on the ground have unquestionably become more challenging,” Amanda Lynam, Goldman’s chief credit strategist, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Robert Schiffman in the latest Credit Edge podcast. “That is this uncomfortable tension that we have in the credit market,” Lynam says. “Sentiment around the yield-based buyer is really in the driver’s seat.” They also discuss the AI funding boom, private-credit risks, CCC underperformance and where to find value in structured products.See omnystudio.com/listener for privacy information.
It's Hump Day on The Majority Report On today's program: Progressive candidate Dr. Adam Hamawy wins the Democratic primary in New Jersey's deep-blue 12th congressional district in an otherwise muted primary day for leftist candidates. Michigan Senate candidate Abdul El-Sayed gives a perfect response to an MS NOW reporter asking him what he would say to Jewish Americans who are anxious about his critiques of AIPAC and Israel. Ben Freeman, author and director of the Democratizing Foreign Policy program at the Quincy Institute, joins the show for a conversation about his piece in Responsible Statecraft on congress trying to quietly intertwine U.S. and Israeli militaries. Congress is voting on this tomorrow so call your Congresspeople to tell them to In the Fun Half: Fox News posts Wisconsin's DSA-backed candidate for Governor Francesca Hong's platform in attempt to fearmonger but it backfires because her platform is common sense and pro-worker. At a House Foreign Relations Committee hearing, Rep. Ted Lieu (D-CA) showcases just how big of a sycophant Marco Rubio is by playing videos of Trump falling asleep during Cabinet meetings, only for Rubio to flatly deny that the president is asleep in the footage. Dan Goldman gives a horrible performance in his debate against Brad Lander. Goldman tries to attack Lander on his record on Israel when the day before Goldman had marched alongside Israeli terrorist Bezalel Smotrich in the Israel Day Parade. George Santos is under investigation by the DOJ for insider trading in the least surprising news story in history. We continue our weeklong reflection upon Dave Rubin's surrounded. All that and more. To connect and organize with your local ICE rapid response team visit ICERRT.com The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AM Quickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: RITUAL: Get 25% off during your first month. Visit ritual.com/MAJORITY. WILD GRAIN: Get up to 40% off @Ridge with code MAJORITYREPORT at https://www.Ridge.com/MAJORITYREPORT SUNSET LAKE CBD: Use coupon code "Left Is Best" (all one word) for 20% off of your entire order at SunsetLakeCBD.com Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech On Instagram: @MrBryanVokey Check out Matt's show, Left Reckoning, on YouTube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.
You look like you have it all handled. So why are you so exhausted?Kristen Baird-Goldman is a licensed therapist, ADHD specialist, and author of The CBT Workbook for Adults with ADHD. She has spent more than 15 years working with high-achieving neurodivergent women, and she is the owner and clinical director of the Neurodiversity Care Center in Los Angeles.Diagnosed with ADHD in her 40s, and someone medication never worked for, Kristen has built her practice around the quiet cost of high performance, especially for women moving through perimenopause. She treats ADHD as a whole-body issue, looking at the nervous system, hormones, and functional health instead of one more productivity hack.In this episode, Tracy and Kristen get into why hyperfocus fools you into thinking you are fine, what high performance is actually doing to your brain and body underneath the productivity, and what real recovery looks like. If you have built an identity around doing more and pushing through, this one is your permission slip to stop.Resources:Facebook: https://www.facebook.com/kristen.bairdgoldmanInstagram: https://www.instagram.com/theadhdguruLinkedIn: https://www.linkedin.com/in/kristen-baird-goldman-6178817Youtube: https://www.youtube.com/@KristenBaird-GoldmanSend a Message: Your Name | Email | Message If this podcast helps you understand your ADHD brain, Shift helps you train it. Practice mindset work in just 10 minutes a day. Learn more at tracyotsuka.com/shiftInstead of Struggling to figure out what to do next? ADHD isn't a productivity problem. It's an identity problem. That's why most strategies don't stick—they weren't designed for how your brain actually works. Your ADHD Brain is A-OK Academy is different. It's a patented, science-backed coaching program that helps you stop fighting your brain and start building a life that fits.
Scott Wapner speaks exclusively to John Waldron – Goldman Sachs President and COO – about market exuberance, the AI arms race, upcoming IPO's and more. Plus, top tech analyst Mark Mahaney gives his take on Alphabet's upsized stock sale. And, we run through all the key metrics to look for from Broadcom and Crowdstrike's reports in Overtime. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shayna Goldman from The Athletic joins the show to discuss Game 1 of the Stanley Cup Final, the biggest takeaways from the matchup, and what she's watching for as the series continues.
Tyler Yaremchuk and Liam Horrobin are back with another offseason edition of Oilersnation Everyday, as the guys continue to break down the latest rumours and storylines surrounding the Edmonton Oilers.The show kicks off with today's First Question before the conversation shifts to Game 1 of the Stanley Cup Final between the Carolina Hurricanes and Vegas Golden Knights. Despite entering the series with less hype than some expected, Game 1 delivered plenty of excitement, and the boys will break down everything that stood out from the opening game of the championship series.Later in the show, it's time for a fresh edition of "Is It Cake?" as Tyler and Liam sort through offseason rumours, free-agent speculation, and projections for teams heading into next season.After that, Shayna Goldman from The Athletic joins the show to discuss Game 1 of the Stanley Cup Final, the biggest takeaways from the matchup, and what she's watching for as the series continues. The boys will also continue discussing the latest rumours surrounding Edmonton and what could be ahead during a pivotal offseason.To wrap things up, they'll hand out some daily betting picks courtesy of Bet365.
DAMIONCarnival Corporation's data breach exposed personal data of nearly 6 million customers: An April social engineering attack on an employee account compromised names, dates of birth, and government-issued ID numbers. WHO DO YOU BLAMESkills: Technology & Cybersecurity: Experience with information technology and cybersecurity matters is increasingly important to mitigate the risks our business faces, promote innovation and maintain a competitive edge in a rapidly evolving technological ageLeast represented 5/11CEO Josh WeinsteinNO: at Carnival since 2002, started as General CounselSir Johathon BandNO: First Sea Lord and Chief of Naval Staff, the most senior officer position in the British Navy (2006 to 2009, when he retired); Admiral and Commander-in-Chief Fleet (2002 to 2006); Served as a naval officer in increasing positions of authority (1967 to 2002)Jason CahillyNO: CEO Dragon Group LLC, provides capital and business management consulting and advisory services worldwide; The NBA: CFO & Chief Strategic Officer; Goldman Sachs: Partner; Global Co-Head of Media and Telecommunications; Head of Principal Investing for Technology, Media & TelecommunicationsNelda ConnorsNO: CEO/Chair Pine Grove Holdings, a privately held investment company; CEO Atkore International, manufacturer of electrical, safety and infrastructure solutions; VP Eaton Corporation, electrical and automotive supplierLaura WeilNO: Founder Village Lane Advisory LLC, specializes in providing executive and strategic consulting services to retailers COO New York & Company, women's apparel and accessories retailer; CEO Ashley Stewart, women's apparel retailer; CEO Urban Brands, apparel retailer; COO AnnTaylor Stores, women's apparel retailer; CFO American Eagle Outfitters, apparel retailerAudit Committee: Oversee management's risk assessment processes to identify principal and emerging risks, including financial, IT, cybersecurity and non-HESS operational risksLaura Weil*: NOJason Cahilly: NOJeffrey Gearhart: NOWalmart Corporate Secretary and lawyerStuart Subotnick: NOCEO at Metromedia Company, wireless/communications, until 2010; Carnival director since 1987 Health, Environmental, Safety and Security Committee: Oversee management's processes to identify principal and emerging health, environmental, safety, security and sustainability-related risks, including those related to ship operations and cybersecurity, RAAS health, environmental, safety, security audits, IAG and external investigations into significant ship incidents, and health, environmental, safety, security-related hotline complaints, and assess the steps management has taken to minimize such risks.Sir Johathon Band*: NONelda Connors: NOHelen Deeble: NOFormer CEO P&O Ferries Division Holdings, shipping and logistics businessKatie Lahey: NOExecutive Chair Korn Ferry Australasia, leadership and talent firmMicky Arison (75%): Exec Chair and former CEO and 7% stockholderThe CEO Pay Ratio1,063:124 retail CEOs made as much in a day as their typical employee earned in a year — and a big one didn't. WHO DO YOU BLAMEThe separation of CEO and Chair: Hamilton E. James Chair/Ron Vachris MMNot uniqueOnly 50% of the board is men. WTF?uniqueOne share = one voteNot uniqueState of HQ = WashingtonAlso StarbucksState of Inc = WashingtonAlso StarbucksPledge of allegiance to stakeholdersCostco generally has: Higher wages; Better benefits; Lower turnover; Higher sales per employee.Industry-leading employee compensation AND Self-imposed low-margin pricing philosophyWalmart only low-margin pricingOther comps:Todd Vasos of Dollar General, Shane O'Kelly of AutoZone, Gerald Morgan of Texas Roadhouse, Jack Sinclair of Sprouts Farmers Market, William Stengel of Genuine Parts Company, Michael Creedon of Dollar Tree, Ronald Sargent of Kroger, Lauren Hobart of Dick's Sporting Goods, Joshua Kobza of Restaurant Brands Inc., Kecia Steelman of Ulta Beauty, Scott Boatwright of Chipotle, Ted Decker of Home Depot, Bob Eddy of BJ's Wholesale Club, Corie Barry of Best Buy, James Conroy of Ross Stores, Chris Turner and David Gibbs of Yum Brands, Chris Kempczinski of McDonald's, Marvin Ellison of Lowe's, Brian Cornell of Target, Ernie Herrman of TJX Companies, Doug McMillon of Walmart, Brian Niccol of Starbucks, Hal Lawton of Tractor Supply Co, Laura Alber of Williams-SonomaFigma Gets an Activist Investor. Exhibit A on Why Companies Don't Want to Go Public. Figma's first year as a public company hasn't gone well. Findell Capital Management said it needs to take steps to shed its unwarranted reputation as an artificial-intelligence “loser.” WHO DO YOU BLAME?Figma founder and CEO Dylan Field: Owns 10% of shares but 72% of voting power: Class B shares worth 15 votes per shareDylan owns 158 Class A Shares (or 0.00003556% of 444,278,887)And Chair$5B net worth$865M total summary compensation in 2025; $91M in 2024Nominating Agreement:Figma must nominate Dylan Field to be a director and include him in the proxy statementThe company must use its resources to back him up and actively convince other shareholders to vote for him In response to a question about how he was going to change the world, Dylan said he was going to build better software for drones.Bro fest sausage party2 of 9 directors are womenTop 5 NEOs all dudesPeter ThielForced Dylan to drop out of Brown for a dumb fellowshipVC Blowhardiness on the BoardVC dude John Lilly (Greylock): Lead Independent Director2nd longest tenure (2014)Member of the Audit Committee; Member of the Nominating Committee (only Lilly and Rimer)VC dude Andrew Reed (Sequoia)Director at debt-maker Klarna Group (also way down since IPO): down roughly 54% from its initial $40.00 IPO price, and down nearly 68% from its all-time highMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)VC dude Danny Rimer (Index Ventures)Director since 2014B.A. in History and Literature from HarvardMember of the Compensation Committee (which modeled Dylan's pay package after Elon Musk)Member of the Nominating Committee (only Lilly and Rimer)Luis von AhnDuolingo co-founder and CEO2025: shared an internal email outlining Duolingo's new "AI-first" strategy where Duolingo would “gradually stop using contractors to do work that AI can handle”Stated that "AI is a better teacher than humans" and that the future role of teachers would be reduced to providing "childcare."Blamed the controversy on a "lack of context" in his original statements"AI-First" memo goes viral: $389; today $118MATTDanone, Starbucks shine in methane-reduction rankingDanone is the only company in the group aligned with the Global Methane Pledge, an initiative backed by 150 countries that targets a 30 percent reduction in global levels of the gas by 2030. The French multinational also leads the pack in progress toward its target, having come close to hitting it five years ahead of schedule.WHO DO YOU CREDIT?Chair of the CSR committee Lise Kingo (9% influence), one of three directors tagged as merit directorsmaster's degree in Responsibility & Business from the University of Bathbachelor degrees in Religions and Ancient Greek Artbachelor's degree in Marketing and Economicscertificate as International Director from INSEADEx Novo Nordisk environmental affairs, internal audit, compliance, human resources, communication, branding and sustainabilityHelped create the UN SDGs and the UN Global CompactSomehow only bats 559 on carbon intensity (career) and 415 for scope 1/2 (career)Also, using deference metrics, the ONLY DIRECTOR tagged as fully independentEmployee rep member of the CSR committee Bettina Theissig (5% influence) and the employees of DanoneThe committee charter mandates employees get a say: At least two thirds of the CSR Committee must be independent, as defined by the AFEP-MEDEF Code. At least one Director representing employees must be a member of the Committee.In France (Danone's domicile), the European Investment Bank found that French employees were the most aware of environmental issues - 82% of French employees said they were highly concerned about environmental issues, highest in EuropeLead Independent Director and chair of the Nom/comp committee who put together the comp plan, Valerie Chapoulaud-Floquet15% influence, second to the 18% influence CEO (democracy!!), got 99.16% shareholder approval in April (even as CEO got 89.73% approval and pay got 93.19% approval)20% of short-term pay and 30% of long-term pay is based on hitting sustainability targetsWhen you pay a CEO to do a thing, they are more likely to do a thingEx-CEO Emmanuel FaberOusted in 2021 by the board of directors and activist investors, he transformed Danone into an “enterprise a mission” (a French version of a B corp)Investors voted 99% in favor of the move and a year later ousted Faber, the board resigned, and the new board and CEO are basically moving back towards being environmental leaders because it paid offShort term share price laggedHe said in 2024 that nature is “at the core” of Danone, It took the stock 3 years from Faber's ousting to return to Faber levels - and in the meantime, they were sued for plastics and emissionsIsn't this HIS win?Current CEO Antoine de Saint-AffriqueBecause CEOGM Board Director Jonathan McNeill Stepping DownCEO of DVx Ventures. Ex COO at Lyft Inc. and ex president, Global Sales, Delivery and Service at Tesla, current director at Lululemon, GM director since 2022, on the Governance and Corporate Responsibility committee and Risk and Cybersecurity committee.We know that half of boards on average think someone on the board should be replaced - did the GM board not like McNeill?WHO/WHAT WOULD WE BLAME FOR PUSHING MCNEILL OUT?Outsider dude bro DRLet's be honest, McNeill worked at much more… modern?... companies than GMThe board is OLD SCHOOL - ex Northrop Grumman, ex Visa, ex Lazard, ex HP, ex eBay, ex Novartis, ex Walmart, other directorships at Goldman, Huntsman, P&G… these are professional, insular boardsMeanwhile, he's investing as a VC in AI, other auto/mobility startups, comes from boards that are bro founder lead (Tesla, Lyft) He's invested in AI, crypto, heavy tech, intertwined with VCs all overNot deferential enoughBarra is connected to 94% - THE ENTIRE - boardMcNeill has the highest network power on the board at $9tn, higher than even Mary Barra (who is super connected), but is NOT a power player in the board community of GM - the dominant board communities for GM are massive blue chip US companies, where McNeill has deeper connections in smaller IT/tech focused companiesHe doesn't need the pay, he gets nothing for the connections really, he has connection to Barra but his network is different - was he too independent?Pissed he doesn't have enough influence McNeill has the LOWEST influence on the GM board at 4%He's relatively new, younger, working as a VC where you have a lot of power of capital allocation“I don't need this shit” effect?Too many womenMcNeill's dvX ventures portfolio team is 6 dudes and 1 womendvX entire operations staff is two woman - guess what they do“Chief of Staff” (ie, HR)Executive Assistant (yes, listed on the team)Board is 2 women, 3 men (McNeill not on board)This one seems unlikely I guess?Too busy, meh, move onOne of dvX portfolio companies is curbee, with GM Ventures' Kurt Baumgarten on the board (and the dvX co-founder is founder of Curbee)McNeill on at least 3 of his portfolio boards or advisory committees, plus LULU and GM…
Today's Post - https://bahnsen.co/3RD5fcA This Monday Dividend Cafe reviews a mostly routine market update: after May's strong gains (S&P 500 up over 5% in May and 10.7% YTD), stocks opened lower but finished higher with tech leading and utilities selling off; the 10-year yield ended flat at 4.46%. The episode highlights record household equity allocation, elevated valuations across large and small caps (Russell 2000 up 70% from its 2025 low), and a Goldman index showing concentration/valuation/rally conditions similar to 2021 and 2000. It notes inflation-adjusted IPO fundraising plans from SpaceX, OpenAI, and Anthropic exceeding 300 combined internet IPOs from 1999–2000. Iran's renewed Strait of Hormuz blockade threats lifted oil ~6%, Florida filed a lawsuit against OpenAI, manufacturing ISM rose to 54, rent growth slowed, and futures imply 50% odds of a rate hike with no cuts expected. Friday's episode will feature the host's graduation commencement address. 00:00 Intro 01:23 Market Recap and Valuations 04:51 IPO Mania and Tech Froth 05:42 Geopolitics and Policy Updates 06:50 Labor and Manufacturing Data 08:30 Housing Inflation and Fed Odds 09:44 Energy Oil and Midstream 10:38 Week Ahead and Friday Twist 11:32 Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Rabbi Dr. Bin Goldman, PsyD # 273Torah and therapy: Discovering how the inner work of Torah Can Guide Us Through Pain, Loss, Anxiety, and Life's Challengesbingoldman@gmail.comBin Goldman, PsyD
2,5% Zinsen p.a. auf ein unbegrenztes Guthaben mit bis zu fünfmal der gesetzlichen Einlagensicherung*. Auch für Kinder. Das gibt's bei Scalable Capital. Mehr Infos hier. Software-Aktien feiern. Okta springt dank KI-Sicherheit. Lenovo verdoppelt sich. Softbank plant 75 Mrd. € für Rechenzentren in Frankreich. Blue Origin explodiert. Eventim und Costco liefern. Durex leidet in China. Apollo & Blackstone finanzieren. Goldman schätzt WM. DHL (WKN: 555200) landet Milliardendeal mit der US-Post und wird deren zweitgrößter Kunde. Seefracht schwächelt, dafür verdreifacht sich der Umsatz mit KI-Rechenzentren. Dividendenrendite bei fast 4%. 130.000 Mobilfunkmasten, Verträge über 15 Jahre, unter 1% Kundenabwanderung. Cellnex (WKN: A14RZD) ist Europas größter unabhängiger Mastbetreiber. Star-Investor Chris Hohn hält 10% & drückt auf mehr Ausschüttung. Private Equity zahlt deutlich mehr als die Börse. Diesen Podcast vom 01.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
AI is blowing up McKinsey's old billable-hours model and forcing elite consultancies to charge for real outcomes, not 300-page decks. We break down why clients want results-based fees, how JPMorgan and Goldman are using AI to cut “gatekeeper” roles, and why true operators now have the leverage.
A reporter read Dan Goldman the actual criminal statute after Goldman claimed on camera that crossing the border illegally isn't a crime. Jerry Nadler was right there with him, telling the press conditions were "terrible" before he'd even walked inside. And Markwayne Mullin just revealed the real reason for the Newark hunger strike — it's not what Cory Booker and the Democrats have been selling you. Pledge to protect Social Security at https://aarp.org/WeEarnedIt SHOP OUR MERCH: https://store.townhallmedia.com/ BUY A LARRY MUG: https://store.townhallmedia.com/products/larry-mug Watch LARRY with Larry O'Connor LIVE — Monday-Thursday at 12PM Eastern on YouTube, Facebook, & Rumble! Find LARRY with Larry O'Connor wherever you get your podcasts! SPOTIFY: https://open.spotify.com/show/7i8F7K4fqIDmqZSIHJNhMh?si=814ce2f8478944c0&nd=1&dlsi=e799ca22e81b456f APPLE: https://podcasts.apple.com/us/podcast/larry/id1730596733 Become a Townhall VIP Member today and use promo code LARRY for 50% off: https://townhall.com/subscribe?tpcc=poddescription https://townhall.com/ https://rumble.com/c/c-5769468 https://www.facebook.com/townhallcom/ https://www.instagram.com/townhallmedia/ https://twitter.com/townhallcomBecome a Townhall VIP member with promo code "LARRY": https://townhall.com/subscribeSee omnystudio.com/listener for privacy information.
Rep. Dan Goldman is a Democratic congressman from New York and a former federal prosecutor. He joins Preet to discuss Trump's $1.776 billion “weaponization” fund, the future of Democratic oversight in Congress, his primary race, and the politics of Israel and Gaza. Then, Preet answers listener questions about the sentence commutation of Tina Peters, the former Colorado county clerk convicted of breaching election equipment, and about the original meaning of Memorial Day. In the bonus for Insiders, Preet and Goldman take on the impossible challenge of choosing DOJ's worst offense yet. Join the Insider community for access to bonus content from Stay Tuned and weekly episodes of the Insider podcast hosted by Preet and Joyce Vance. Head to cafe.com/insider to sign up. Thank you for supporting our work. Show notes and a transcript of the episode are available on our website. You can now watch this episode! Head to CAFE's Youtube channel and subscribe. Shop Stay Tuned merch and featured books by our guests in our Amazon storefront. Have a question for Preet? Ask @PreetBharara on BlueSky, or Twitter with the hashtag #AskPreet. Email us at staytuned@cafe.com, or call 833-997-7338 to leave a voicemail. Stay Tuned with Preet is brought to you by CAFE and the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices
You're listening to Voices of Your Village, and today we're talking about something I think so many of us are feeling right now: life is hard. And not in a “just think positive” kind of way-- In a real, full, sometimes overwhelming kind of way. In this episode, I'm joined by Dr. Rachel, and we're diving into how we can acknowledge that reality without getting stuck there. We talk about the difference between toxic positivity and actually supporting ourselves through hard moments, how our thoughts shape how we feel and what we do next, and why you don't have to overhaul your entire life to start feeling better. This conversation is really about coming back to what's actually in your control, building a toolbox that works for you, and taking one small, doable step at a time. Alright folks, let's dive in. Connect with Dr. Rachel: Instagram: @DrRachelNYC Website: www.DrRachelNYC.com Order the book: When Life Happens: The Mindset Shift You Need to Manage Stress, Build Confidence, and Break Free Connect with us: Instagram and TikTok: @seed.and.sew Seed and Sew's NEW Regulation Questionnaire: Take the Quiz Order Big Kids, Bigger Feelings now! Website: seedandsew.org Credits: Host: Alyssa Blask Campbell Co-host: Rachel Lounder Production/Editing: Kristin Mork-McVeigh Graphics: Kayla Kurland-Davis/ Beki Rohrig Music by: Ruby Adams and Bensound Learn more about your ad choices. Visit podcastchoices.com/adchoices
This week on The Audit Podcast, Aadesh Gandhre, CAE at DTCC, steps in as guest host for a conversation with his colleague, Idania Orengo, Chief of Staff, Internal Audit at DTCC, about the human side of audit transformation. Drawing from their experiences at DTCC, they discuss how culture, communication, and leadership help build high-performing audit teams. They explain that innovation is not always driven by technology. Sometimes it comes from simplifying processes, building trust, and creating an environment where people feel comfortable sharing ideas. The conversation also highlights the importance of mentorship, collaboration, and strong relationships in driving successful transformation within internal audit. 6:15 - Early Days at Goldman 7:45 - What Makes a Great Leader 9:55 - Feedback, EQ & Confidence 13:55 - The Human Side of Transformation 16:08 - Building DTCC's Audit Culture 18:58 - Leadership Behind the Scenes 23:27 - Strong Teams & Communication 25:36 - ERGs, Identity & Inclusion 27:48 - AI vs Human Connection 30:00 - Innovation That Actually Works 34:10 - Changing the View of Internal Audit 39:50 - Finding Your Voice 41:30 - Final Thoughts Be sure to connect with Aadesh and Idania on LinkedIn. Also, be sure to follow us on our social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule.
Oil is surging toward $100. Inflation fears are back. The Middle East remains highly unstable. Yet Wall Street trading desks are making record billions and major banks are raising their S&P 500 targets above 8,000.In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran break down how geopolitical volatility is creating huge profits for banks like J.P. Morgan and Bank of America through market making, flow trading and hedging strategies.They also explore whether the AI rally is becoming another dot-com bubble, why semiconductor stocks continue to explode higher and why firms like NVIDIA, Micron and Anthropic are now at the centre of global markets.The conversation covers oil markets, inflation, Fed policy, AI infrastructure spending, hedge fund trading mechanics, risk management and the future of the AI supercycle, explained in a way that is accessible for students, investors and anyone interested in financial markets.The episode also finishes with practical recommendations for free macro and finance resources to help students improve commercial awareness and stay ahead of market trends.(00:00) Oil, Iran & Market Chaos(05:40) Inflation, Rates & The Fed(08:07) Why Wall Street Is Printing Money(13:00) Flow Trading Explained(18:50) How Banks Hedge Risk(23:15) Jane Street & Quant Trading(31:13) Why Stocks Keep Rising(32:20) AI Bubble or Supercycle?(37:56) The Most Important AI Company(40:10) SpaceX's $28 Trillion Bet(44:19) Goldman's 8,000 S&P Call(47:10) Best Free Macro Resources*****Free daily Market Maker newsletterConnect with Anthony on LinkedIn
Josh Tupou gives the Giants another big veteran body inside, but the sacrifice is clear: this still may not be enough to fix a defensive line room that already needed help. Eddie Goldman's workout and Tupou's signing show the Giants know the problem is real, but the question is whether these moves are actual answers or just late-May patchwork.Follow on Spotify and leave a 5-star rating on Apple Podcasts if you enjoy no-BS Giants debate.Did the Giants do enough by signing Josh Tupou? Not yet — Tupou helps the depth chart, but Drew and Rob argue this move feels more like a band-aid than a real fix unless the Giants find another meaningful defensive line answer.Drew and Rob open with the Giants' continued search for interior defensive line help after working out veteran Eddie Goldman and signing Josh Tupou. Goldman is framed as an older but potentially fresher veteran because of the time he missed earlier in his career, while Tupou is treated as a massive run-stopping body who gives the Giants familiarity and size, but not necessarily a full solution. The core debate is simple: credit the Giants for finally reacting to a roster hole, but do not pretend a depth signing fixes the whole room.The Tupou discussion turns into the biggest football argument of the episode. Drew walks through Tupou's size, Bengals background, Ravens connection, limited recent production, and the obvious question of whether a player with six games over the last two seasons can be sold as a real answer. The hosts land in a practical middle ground: the signing is better than doing nothing, but Giants fans should not treat it like the defensive line problem is solved.Is this actual roster improvement, or just the best available move in late May?The show also covers Francis Mauigoa officially signing his rookie deal, leaving Arvell Reese as the last Giants rookie still unsigned. The hosts are not overly worried about Reese because rookie contracts are largely slotted, but they do spend time on why Mauigoa's edge and attitude make him an interesting fit at guard once padded practices begin.Should Giants fans care that Arvell Reese is still unsigned, or is this just normal rookie-contract timing?Later, Drew and Rob react to Mike Florio's theory about Joe Schoen's extension and whether John Harbaugh needs Schoen around as a potential scapegoat if the season goes wrong. The hosts strongly push back on that idea, arguing that Harbaugh does not fit the profile of a coach looking for a built-in excuse, and that if Harbaugh truly wanted Schoen gone, the Giants likely would have moved on already.The episode wraps with broader Giants roster talk, front-office frustration, and some classic Goofball tangents, including the hosts reacting to chat comments, joking about old friendships, weight loss, former Giants receiver Parris Campbell retiring, and a quick side conversation on Kyler Murray and the Cardinals.Merch: https://2giantgoofballs-shop.fourthwall.com/ Support: https://buymeacoffee.com/2giantgoofballs All episodes: https://2giantgoofballs.buzzsprout.com/Send us Fan MailSupport the show
On our radio show, we're kicking off a series of forums for candidates running for Congress in consequential, local races. On Today's Show:Dan Goldman, US representative (D, NY-10), and Brad Lander, former NYC comptroller and former mayoral candidate, discuss key issues as they campaign in the June primary election to be the Democratic nominee for Congress for New York's 10th congressional district. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla, Jim Cramer and David Faber led off the show with tech fueling stocks' record run: Micron rallies and lifts the memory chip makers after joining the $1 trillion valuation club. The anchors reacted to Goldman Sachs' call to raise its year-end price target on the S&P 500 to 8,000. Also in focus: SpaceX's IPO and new "fast entry" rules as the company gets ready to go public, Zscaler plummets, GE Vernova CEO's take on data centers in space, software woes ahead of Salesforce's after-the-bell earnings, JPMorgan Chase CEO Jamie Dimon on "high" asset prices, retail earnings winners and losers, the SpaceX "halo effect" on space stocks. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Adam, Willy and Derrick speak to the Athletic's Shayna Goldman on the Preds' path to contention and discuss whether Barry Trotz returns as GM.
SUMMARY DEL SHOW Futuros ligeramente en verde tras nuevos récords en $SPX y Nasdaq, con el mercado todavía montado en infraestructura AI, pero con el crudo alto y la geopolítica marcando el pulso. $MU lidera el rally por memoria para AI y contagia a $WDC, $STX y $SNDK, mientras fondos rotan desde software hacia semis según Goldman. $NVDA anuncia expansión grande en Taiwán con el campus Constellation y $IREN firma $1.6B con $DELL para Blackwell en Texas, reforzando que el ciclo de data centers sigue acelerando.
Today's top stories, with context, in just 15 minutes.On today's podcast:1) Texas Attorney General Ken Paxton won the state's Republican Senate runoff, defeating incumbent John Cornyn with approximately 63% of the vote. Paxton will face Democrat James Talarico in the November election, and Talarico has released a video focusing on Paxton's 2023 impeachment by the Texas House of Representatives. Republican leaders in Washington will have to decide how much to spend to back Paxton, who has significant baggage, including a history of scandal, to ensure the Texas seat stays in GOP hands.2) There is some optimism that the US and Iran will reach a peace deal despite fresh hostilities and uncertainty over the vital Strait of Hormuz. The strait remains essentially shut, subject to blockades by the US and Iran, but at least two non-Iranian supertankers exited the chokepoint on Tuesday. Secretary of State Marco Rubio has cautioned that any peace pact would likely take a few days to finalize. Meanwhile, US forces hit targets near the strait, while the Islamic Revolutionary Guard Corps said it fired at multiple US aircraft after they entered Iranian airspace.3) Strategists at Goldman Sachs Group Inc. joined peers at Morgan Stanley and Deutsche Bank AG in seeing a 17% return for the S&P 500 Index this year. Earnings growth powered by the AI boom will drive further gains in stocks, the Goldman team led by Ben Snider said as they increased their year-end target for the US benchmark to 8,000 points, ditching a previous forecast of 7,600.See omnystudio.com/listener for privacy information.
This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics include: Will AI Replace Entry Level Jobs? SpaceX IPO Explained, Bond Yields & The Future of Investing and more.Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Get mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramChapter Marks: 0:25 Intro & Welcome 0:55 How to AI-Proof Your Life 3:38 SpaceX S-1 & IPO Explained 13:21 Do Bond Yields Predict Recessions? 16:22 Will AI Replace Entry Level Jobs? 17:21 How to Make Your First $10K 20:16 Startup Advisors & Equity 23:01 Why SpaceX Is Different 26:41 Goldman & JPMorgan on SpaceX 27:38 How to Pass Multiple Choice Exams 29:04 Debt Levels & Market Risks 30:19 Hedge Fund Trading Firms 32:51 Investing in SpaceX Before IPO 34:46 Global Diversification 35:32 Rupees, Inflation & Currency Risk 35:58 Why Trump Would Want a Weak Dollar 38:08 Poker & Investing Skills 39:26 Zuckerberg, Xi & Global Politics 40:52 Is Nikkei in a Bubble? 41:54 High Frequency Trading 44:17 Trust & Ethics in Business 45:02 Bezos Interview Thoughts 47:34 Will AI Kill Cybersecurity? 48:28 Why Mutual Funds Underperform 53:33 Facebook, AGI & Layoffs 54:26 How to Buy SpaceX IPO 57:16 Is It Bad to Immigrate to the UK? 1:01:16 Mamdani vs The Rich 1:02:58 Staying Current on Financial News 1:04:09 Will Nvidia Eventually Pop? 1:05:04 CFA vs CPA 1:05:57 Ebola, Hantavirus & Lockdowns Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures TikTok: @chrisharoun
SpaceX filed its public S-1 with the SEC, revealing 2025 revenue of $18.7 billion — up 33% year over year — anchored by Starlink's $11.4 billion connectivity segment. The Goldman-led syndicate is targeting a $1.75 to $2 trillion valuation, more than double the December 2025 tender offer mark, with a Nasdaq debut under SPCX as early as June. If it prices at range, it will be the largest IPO in history.Cerebras just had one of the biggest tech IPO debuts in years. The AI chip company listed at $185, opened at $350, and closed up 68% at $311 — giving it a roughly $95 billion valuation and making it the largest U.S. tech IPO since Uber. The AI hardware window is officially open, and the market is now treating non-NVIDIA AI infrastructure as a real public-market category.Cisco shocked the market with a major AI infrastructure guide. Revenue hit $15.84 billion, AI infrastructure orders were lifted from $5 billion to $9 billion for fiscal 2026, and the stock jumped 15%. The same day, Cisco cut 4,000 jobs to fund the pivot. The AI capex boom is no longer just NVIDIA — it is spreading into networking, optics, security, and the second layer of the infrastructure stack.The Trump-Xi Beijing summit ended without a formal AI deal. The U.S. cleared major Chinese companies including Alibaba, Tencent, ByteDance, JD, and Lenovo to buy up to 75,000 NVIDIA H200 chips each, but Beijing paused the orders almost immediately. AI infrastructure is no longer just a company-level decision — it is now a geopolitical bargaining chip.Google disclosed the first confirmed AI-built zero-day exploit used in the wild. The attack targeted a two-factor authentication flow in a widely used open-source system administration tool, and Google says the planned mass exploitation event was stopped before it scaled. The cybersecurity impact of AI is no longer theoretical — AI is now accelerating both offense and defense.Inflation came in hot again. April CPI rose 0.6% month over month, the Fed held rates at 3.50-3.75%, and markets are now pricing a higher chance of a rate hike than a cut. And yet the S&P 500 still closed above 7,500, while the Nasdaq and Dow also hit major levels. The AI trade is overpowering the macro signal — for now.Runner-up: Anthropic and the Gates Foundation signed a $200 million four-year partnership directing grants, Claude credits, and engineering support toward global health, K-12 tutoring, and smallholder-farm agronomy. The deal lands the same week Anthropic absorbed Colossus 1 and signed Google for $200 billion in TPUs. The model lab is becoming an infrastructure-scale institution.Runner-up: VoltaGrid raised $1 billion from Blackstone and Halliburton at a $10 billion-plus valuation to build behind-the-meter power systems for AI data centers. Power, not just chips, is becoming one of the biggest constraints in the AI boom.Runner-up: Amazon is reportedly preparing another 14,000 corporate layoffs, which would bring 2026 reductions to roughly 30,000 jobs if confirmed. The AI labor reduction cycle is widening across Big Tech.Runner-up: A former Google engineer was convicted of stealing TPU trade secrets after transferring more than 500 confidential files tied to Google's AI chip architecture and software stack. It is one of the clearest legal templates yet for AI-era intellectual property enforcement.If you want a prize, send us a DM:instagram.com/rickerandbontiktok.com/@rickerandbonyoutube.com/@rickerandbon
Most of us know what we should be doing. The harder question is why we can't actually do it. In this episode, Dr. Rachel Goldman joins Kati to talk about food noise, GLP-1s, cognitive behavioral therapy, and the small mindset shifts that change everything. Dr. Rachel is a clinical psychologist, clinical assistant professor of psychiatry at NYU Grossman School of Medicine, and author of the new book When Life Happens. She specializes in cognitive behavioral therapy, stress, and the treatment of eating disorders and obesity, and she runs a private practice in New York City. Today we talk about why your brain defaults to worst-case scenario (it's survival wiring, not a personal flaw), the one-word shift that interrupts all-or-nothing thinking, and the cognitive distortions quietly running your day. Dr. Rachel walks us through what food noise actually is and why some people genuinely don't have it, how GLP-1 medications are changing the conversation around eating disorders and obesity treatment, and what most people misunderstand about both. We get into why the body sends signals that get louder until you finally listen, why "finding balance" is setting you up to fail, and the reframe that finally helped Dr. Rachel stop cancelling on herself. We also go personal: how a clinical psychologist talks to her own kids about mistakes, what's actually in her toolbox when life feels too heavy, and the moment that changed how she thinks about self-care. If you've been doing the work, reading the books, going to therapy, and still feel like you can't get traction, this conversation gives you a place to start that doesn't require overhauling your life. Shopping with our sponsors helps support Ask Kati Anything BiOptimizers Magnesium Breakthrough — Go to bioptimizers.com/kati and use code KATI for 15% off your entire order, plus a FREE bottle of MassZymes Reddit — Download the Reddit app today! Chapters (0:00) Why you keep starting over (1:30) Why she wrote this book (4:18) What a mindset shift looks like (6:00) All-or-nothing thinking (8:30) The one small thing rule (12:02) Worst-case scenario thinking (14:30) The thoughts running your day (16:13) When therapists share personal stuff (18:30) Did training prepare her for motherhood? (24:00) Working in obesity treatment (30:00) GLP-1s and food noise explained (37:20) Dance, eating disorders, the wake-up (42:30) Your body is sending signals (44:30) Managing a book launch and two kids (48:00) The Casey Neistat self-care moment (52:20) Why finding balance fails (55:00) Poker chips and resilience (58:30) What she hopes her kids learn (1:02:30) Dr. Rachel's three tools (1:04:30) Where to find Dr. Rachel Dr. Rachel's book When Life Happens is out now: whenlifehappensbook.comFind Dr. Rachel on Instagram: @drrachelnyc More from Kati YouTube: youtube.com/c/katimorton Instagram: @katimorton Kati's BooksWhy Do I Keep Doing This? geni.us/XoyLSQTraumatized geni.us/Bfak0jAre u ok? geni.us/sva4iUY Learn more about your ad choices. Visit megaphone.fm/adchoices
Trump just signed his biggest crypto executive order yet, giving the Fed 120 days to evaluate opening payment rails to Coinbase, Kraken, Circle, Ripple, and Anchorage. The move could break the bank monopoly on Fed plumbing right as Bitcoin sits at $76K after $1B in ETF outflows and $660M in liquidations. Add Warren's attack on OCC crypto charters, JPMorgan saying Bitcoin ETFs are recovering 2X faster than Ethereum, Goldman dumping XRP and Solana for Hyperliquid, and the SEC readying tokenized stocks, and you have one of the most pivotal weeks of the cycle. Is this the bottom, or the setup for Bitcoin's next leg higher? Learn more about your ad choices. Visit megaphone.fm/adchoices
Nick Valdez looks at the Solana and XRP charts given the recent news; Goldman Sachs has exited the position. What does this mean for the two major altcoins? Then we check the Bitcoin chart.
Millstreet week is here, and with it comes one of the biggest fixtures in Irish eventing. On this special Connolly's Red Mills preview show, Sam Watson joins Nicole Brown to look ahead to the four-star at Millstreet International Horse Trials, where championship contenders, rising stars, and experienced campaigners all collide. From Jonelle Price and Senor Crocodillo, to Joseph Murphy's Aachen hopefuls, Cosby Green's Highly Suspicious challenge, and Sam's own exciting young horse Goldman stepping up to four-star, there's plenty to unpack ahead of cross-country day at Green Glens. The pair also discuss the unique challenge of showjumping after cross-country, why Millstreet matters so much to Irish eventing, and what the new FEI Under 25 World Championships could mean for the future of the sport. Highlights Millstreet's role in Irish eventing The FEI Under 25 World Championships at Green Glens Jonelle Price's strong hand in the four-star Aachen hopes for Ireland, New Zealand, and the U.S. Sam Watson's four-star debutant Goldman Why showjumping after cross-country changes everything Guests Nicole Brown Sam Watson Massive thank you to Connolly's RED MILLS for their support of this episode and of eventing at every level, from grassroots right through to championship sport. You can learn more about their feed, supplements, and nutrition programmes at redmills.com.
We're dropping an interview I recently did with Dr. Brian Goldman, host of White Coat, Black Art, an excellent CBC radio show and podcast into our feed. We're chatting about hospital advertising. And because they rely on fundraising, we discuss how effective hospital advertising is. We thought you might find this topic interesting.Enjoy.We know you want to listen to all the ads in this show. On the off-chance you don't, subscribe ad-free here. Hosted on Acast. See acast.com/privacy for more information.
Welcome back to the Tom Bilyeu Show Live, broadcasting straight from London, where Tom Bilyeu and Drew break down the world's most pressing news, geopolitical power plays, and technological disruptions. In this episode, they unpack the historic Trump-Xi summit in China — what it means for the Thucydides Trap, dollar diplomacy, Iran, the Strait of Hormuz, and the looming question of Taiwan — and why Trump bringing 20 of the world's biggest CEOs (Musk, Huang, Cook, Boeing, BlackRock, Goldman) may signal the most important pivot in modern US foreign policy. The conversation moves into the Bernie Sanders and AOC bill to freeze every AI data center in the country, why young people and women are leading the pushback, and why Tom argues this is a Manhattan Project moment we cannot afford to lose to China. They debate whether AI is a doomsday weapon or the path to an age of abundance, the real cause of resentment driving anti-AI sentiment, and what happens to the workforce when the Industrial Revolution plays out in five years instead of one hundred. From there, Tom and Drew take on Kamala Harris's new policy pitch and the Democratic Party's identity crisis, Gavin Newsom's "balanced budget" sleight of hand, what Tom learned doing a deep dive on the Nordic model (spoiler: Sweden is begging us to stop calling them socialist), the math problem of open borders plus a welfare state, and why Christopher Nolan's Odyssey casting has the internet at war before the movie even hits theaters. If you want no-nonsense geopolitical analysis, a brutally honest take on AI's impact on your future, and a call to greater personal responsibility in a populist moment, this episode cuts through the noise with clarity, history, and a little bit of humor. Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodMonetary Metals: Future-proof your wealth at https://monetarymetals.com/impactTruemed: Check your eligibility and start saving at https://truemed.com/impactAT&T Business: Switch to AT&T Business at business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryQuo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impact What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Tom Bilyeu, Drew, Tom Bilyeu Show, Trump Xi summit, US China relations, Thucydides Trap, dollar diplomacy, Strait of Hormuz, Iran, Taiwan, rare earths, Xi Jinping, AI data centers, Bernie Sanders, AOC, Artificial Intelligence Data Center Moratorium Act, Kevin O'Leary, AGI, fast takeoff, AI race, China AI, Manhattan Project, age of abundance, job displacement, female dominated jobs, Kamala Harris, Supreme Court ethics, Clarence Thomas, gerrymandering, populism, Gavin Newsom, California budget, Nordic model, Sweden socialism, Mamdani, open borders, welfare state, immigration, Christopher Nolan, Odyssey, modern audience, GTA 6, Fourth Turning, geopolitics, 2026 Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Welcome back to the Tom Bilyeu Show Live, broadcasting straight from London, where Tom Bilyeu and Drew break down the world's most pressing news, geopolitical power plays, and technological disruptions. In this episode, they unpack the historic Trump-Xi summit in China — what it means for the Thucydides Trap, dollar diplomacy, Iran, the Strait of Hormuz, and the looming question of Taiwan — and why Trump bringing 20 of the world's biggest CEOs (Musk, Huang, Cook, Boeing, BlackRock, Goldman) may signal the most important pivot in modern US foreign policy. The conversation moves into the Bernie Sanders and AOC bill to freeze every AI data center in the country, why young people and women are leading the pushback, and why Tom argues this is a Manhattan Project moment we cannot afford to lose to China. They debate whether AI is a doomsday weapon or the path to an age of abundance, the real cause of resentment driving anti-AI sentiment, and what happens to the workforce when the Industrial Revolution plays out in five years instead of one hundred. From there, Tom and Drew take on Kamala Harris's new policy pitch and the Democratic Party's identity crisis, Gavin Newsom's "balanced budget" sleight of hand, what Tom learned doing a deep dive on the Nordic model (spoiler: Sweden is begging us to stop calling them socialist), the math problem of open borders plus a welfare state, and why Christopher Nolan's Odyssey casting has the internet at war before the movie even hits theaters. If you want no-nonsense geopolitical analysis, a brutally honest take on AI's impact on your future, and a call to greater personal responsibility in a populist moment, this episode cuts through the noise with clarity, history, and a little bit of humor. Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodMonetary Metals: Future-proof your wealth at https://monetarymetals.com/impactTruemed: Check your eligibility and start saving at https://truemed.com/impactAT&T Business: Switch to AT&T Business at business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/TheoryQuo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impact What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Tom Bilyeu, Drew, Tom Bilyeu Show, Trump Xi summit, US China relations, Thucydides Trap, dollar diplomacy, Strait of Hormuz, Iran, Taiwan, rare earths, Xi Jinping, AI data centers, Bernie Sanders, AOC, Artificial Intelligence Data Center Moratorium Act, Kevin O'Leary, AGI, fast takeoff, AI race, China AI, Manhattan Project, age of abundance, job displacement, female dominated jobs, Kamala Harris, Supreme Court ethics, Clarence Thomas, gerrymandering, populism, Gavin Newsom, California budget, Nordic model, Sweden socialism, Mamdani, open borders, welfare state, immigration, Christopher Nolan, Odyssey, modern audience, GTA 6, Fourth Turning, geopolitics, 2026 Learn more about your ad choices. Visit megaphone.fm/adchoices
Get 15% off OneSkin with the code BEAST at https://www.oneskin.co/BEAST #oneskinpod #ad Rep. Dan Goldman (D-NY) speaks with Sarah Ewall-Wice about what he calls the alarming transformation of Donald Trump's Justice Department into a tool for loyalty, intimidation, and political retribution, while sounding the alarm over the administration's handling of the Epstein files and the growing secrecy surrounding millions of unreleased documents. Goldman argues that Trump's inner circle is covering up damaging information, warns that the president's behavior and mental acuity are becoming increasingly erratic behind the scenes, and predicts explosive investigations if Democrats retake the House. The conversation moves from threats against the press and alleged weaponization of federal power to the Iran war fight in Congress, rising inflation, redistricting battles, and why Goldman believes the next election could reshape the balance of power in Washington. Learn more about your ad choices. Visit podcastchoices.com/adchoices