Podcasts about Goldman Sachs

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.

You can earn half a million dollars a year and still have nothing left by the end of the month. That's not a theory. A Goldman Sachs study found 40% of people making over $500,000 are living paycheck to paycheck. The income isn't the problem. The identity is. George Kamel, #1 national bestselling author of Breaking Free from Broke and co-host of The Ramsey Show, has taken thousands of calls from people who earned great money and lost it all. People who confused looking rich with building wealth. Couples who kept separate bank accounts right up until the marriage fell apart. His take: debt is never just a math problem. It's a behavior problem. And no budget in the world sticks until you decide what kind of person you're going to be with money. In this conversation, George breaks down why buy now pay later apps are engineered to increase your cart size by 40%, why prediction markets like Polymarket are doing to young men what gambling apps did to the last generation, and why the moment someone calls a financial decision an "opportunity," they've usually already started justifying a terrible one. The path to financial peace is simpler than you've been told. And it starts with creating friction, not removing it. Breaking Free From Broke: The Ultimate Guide to More Money and Less Stress Amazon Ebook Audiobook Smart Money Happy Hour George Kamel YouTube George's Instagram In this episode you will: Discover why debt is a psychology problem, not a math problem, and the identity shift you must make before any budget will actually stick Recognize the doom loop of emotional spending and how buy now pay later apps are designed to make you spend more, feel worse, and repeat the cycle Learn the seven Ramsey Baby Steps framework that has helped millions get out of debt and build real generational wealth Apply the SMART Spender framework from Breaking Free from Broke to make intentional purchases without guilt or impulse Understand how financial infidelity quietly destroys marriages and the warning signs hiding in plain sight For more information go to https://lewishowes.com/1936 For more Greatness text PODCAST to +1 (614) 350-3960 Follow The Daily Motivation for essential highlights from The School of Greatness More SOG episodes we think you'll love: Lewis Howes Solo [5 Money Habits To Financial Freedom] Dan Martell Vivian Tu TOPICS George Kamel, financial freedom, debt snowball, Baby Steps, financial infidelity, lifestyle creep, doom loop, buy now pay later, SMART Spender framework, Breaking Free from Broke Get more from Lewis! Get my New York Times Bestselling book, Make Money Easy!Get The Greatness Mindset audiobook on SpotifyText Lewis AIYouTubeInstagramWebsiteTiktokFacebookX Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research's Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee on Goldman Sachs Exchanges, Covello discusses where we've seen economic value accrue to date and why semiconductor companies can't continue to be the sole beneficiaries of the AI buildout. This episode was recorded on May 26, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at ⁠http://www.gs.com/research/hedge.html⁠ Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases regarding the AI trade: Alphabet plans to raise $80 billion in equity capital to fund AI investments, shares of Marvell Technology soared after Nvidia CEO Jensen Huang called the chipmaker the next "trillion-dollar company," Hewlett Packard Enterprise shares surged on a quarterly beat and guidance. The anchors discussed highlights from David's exclusive interviews with OpenAI CEO Sam Altman and Oracle CEO Clay Magouyrk at Stargate's data center in Michigan. Also in focus: President Trump names housing finance chief Bill Pulte as acting director of intelligence, Goldman Sachs says "Sell" Intuit, McDonald's new growth strategy, bitcoin falls below $70,000. 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.

This week, we explore some contrasting opinions about artificial intelligence. Paul Downs has serious doubts that AI will ever have a significant impact on his business. Paul, who builds custom conference tables, says his business depends on something AI still lacks: real world experience. While AI can generate impressive images and concepts, he argues that it has no understanding of manufacturing constraints, material properties, production processes, or the capabilities of the people and machines that have to bring an idea to life. “An image of a thing that looks cool is not a design,” Paul says. “A design is a set of information that's informed by intelligence and experience.”Ted Wolf, who helps companies implement AI, agrees that AI can't replace the collective creativity and judgment of skilled people. But he believes Paul may be looking at the problem too broadly. Instead of asking whether AI can design and build custom furniture, Ted suggests breaking the workflow into smaller pieces and experimenting with targeted applications. “You know your business better than anybody else,” Ted tells Paul. “But don't look at the big picture and think that's the entire thing. There are many small pieces that people can start doing today.”The result is a thoughtful debate about one of the biggest questions facing small business owners: Is AI going to change everything, or are there businesses where human expertise will remain irreplaceable?Plus: Channon Kennedy shares what she learned from participating in a Goldman Sachs program for Black women entrepreneurs. And the owners discuss what debt can—and cannot—do for a business: “Funding does not fix a broken business model. It makes it die faster.”

Michael R. Caplan is the Chief Operating Officer of Lowenstein Sandler, where he oversees the firm's business, financial, and administrative operations. Before joining Lowenstein, Mike served as COO at an Am Law 50 firm for nearly a decade and spent years leading legal operations at Goldman Sachs and Marsh McLennan, giving him a client-side perspective most law firm COOs simply don't have. With more than 25 years of experience across accounting, financial services, and consulting, he has worked with more than 30 general counsels on data analytics, technology implementation, and law firm relationship management. His leadership has earned him recognition as one of the Financial Times North America's top five Legal Intrapreneurs, Legal Innovator of the Year from The Changing Lawyer Awards, and a spot on NJBIZ's Law Power List for two consecutive years. WHAT'S COVERED IN THIS EPISODE ABOUT HOW A CLIENT-FACING COO IS CHANGING THE BUSINESS OF LAW Law firm COOs typically manage operations and execute on what firm leadership puts forward. They respond to partners, oversee administration, and stay behind the scenes while lawyers own every client relationship. Even when clients have their own operational counterparts who would benefit from connecting with their law firm's business professionals, those introductions rarely happen. Michael Caplan has spent the last decade building a different model. At Lowenstein Sandler, he and his Business Enterprise Solutions Team work alongside lawyers in pitches, RFP negotiations, and client meetings, bringing expertise in pricing, technology, project management, and data analytics directly into the relationship. The approach requires internal trust, a firm culture that supports it, and the right people on both sides of the conversation. But when it works, clients get a partner that understands both the practice of law and the business of law, and the firm differentiates itself in ways that go beyond the legal work. In this episode of The Lawyer's Edge, Elise Holtzman talks with Michael Caplan of Lowenstein Sandler about what it looks like when business professionals are embedded in client development, how to build internal trust so lawyers bring operations leaders into client relationships, the financial discipline that separates good revenue from bad revenue, and where private equity and AI may reshape law firm operations in the years ahead. 2:43- How Mike's client-side experience at Goldman Sachs and Marsh McLennan shaped his approach 5:53 - Building the Business Enterprise Solutions Team (BEST) at Lowenstein 7:18 - Getting lawyers on board and building internal trust 8:55 - Showing wins to bring more lawyers into the model 9:27 - The financial side of the COO role and negotiating pricing with clients 12:49 - Where emerging partners need the most help on collections and client management 15:14 - What smaller and midsize firms should think about when building an operations team 20:02 - Non-lawyer ownership, private equity, and the MSO model in law firms 22:26 - AI, legal technology, and why firms that invest in business resources will be more profitable 27:22 - Why most COOs wouldn't do this podcast and what holds firms back 33:31 - What clients actually get from a firm that embeds operations into relationships 36:19 - Getting the right people in front of the right clients Mentioned in How a Client-Facing COO is Changing the Business of Law Lowenstein Sandler | LinkedIn Michael Caplan on LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE This episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm that has been focused exclusively on lawyers and law firms since 2008. Each member of the team is a trained, certified, and experienced professional coach—and either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress. To get connected with your coach, fill out our contact form.

The conversation begins with a discussion on the record-setting market optimism and the caution required in such a scenario. It then transitions to the shutdown of Spirit Airlines and the impact on employees and customers. The focus then shifts to the warning signals from Goldman Sachs and the market's resilience, seasonal headwinds, and institutional restraint. Finally, the conversation concludes with a call to action for financial planning and portfolio analysis, emphasizing the need to assess personal financial goals and avoid complacency in the current market environment.TakeawaysRecord-setting market optimismWall Street warning signalsChapters00:00 Introduction and Market Optimism09:25 Spirit Airlines Shutdown28:20 Goldman Sachs Warning Signals43:33 Financial Planning and Portfolio Analysis

On today's episode of The CLS Experience we have a transformational conversation with the brilliant Marcus Weston, diving deep into Kabbalah, ego mastery, conscious leadership, and building true wealth consciousness. Marcus shares his powerful journey from Goldman Sachs and Citibank into becoming a global thought leader helping people reconnect to purpose, soul alignment, and fulfillment. Together, Craig and Marcus unpack why stress is often created by the gap between who we truly are and who we think we need to be, and how Kabbalah offers a lifelong path of awakening deeper desire, consciousness, and meaning. Marcus reframes ego not as something to destroy, but as an “energy intelligence” designed to strengthen us through challenges and resistance. They discuss comfort versus growth, why most people unknowingly make “bad trades” for temporary certainty, and how slowing down reactions creates freedom and power. The conversation also goes deep into money mastery, wealth blocks, receiving and sharing, and why wealth cannot shrink itself to meet your current identity - you must rise energetically to meet it. From purpose and wholeness to pain, leadership, sports psychology, and spiritual tools like Zohar practice and service, this episode is filled with wisdom for anyone looking to elevate their consciousness, leadership, and life.6:19 Awakening Big Desire14:20 Ego Defined by Kabbalah24:32 False Battles to Freedom41:02 Money Mastery Myths45:57 Hidden Wealth BlocksCheck out Marcus on Instagram HERE:Check out Marcus HERE:Check out this podcast live on YouTube:Early Bird Tickets now available for our October live event, CLS: Formation HERE:To join our community click here.➤ Order a copy of Craig's book The Reinvention Formula today! ➤ Join our CLS texting community for free daily inspiration and wisdom to elevate your life, text (917) 634-3796➤ INSTAGRAM➤ FACEBOOK➤ TIKTOK➤ YOUTUBE➤ WEBSITE➤ LINKEDIN➤ X

On this episode of CoinDesk's Public Keys at the New York Stock Exchange, Jennifer Sanasie is joined by CoinDesk Indices President Dave LaValle to unpack a $2.97 billion outflow streak from Bitcoin ETFs and what it really means for institutional adoption.Bloomberg Intelligence Senior ETF Analyst Eric Balchunas joins the show to explain why the recent outflows may be more noise than signal, share his bullish outlook on the fast-rising HYPE ETFs, and discuss how firms like Morgan Stanley, Goldman Sachs, and BlackRock are expanding access to Bitcoin through new investment products. In this week's 10X segment, LaValle breaks down the fundamentals of margin trading, explaining what separates professional traders from retail investors when it comes to managing leverage, risk, and conviction. Plus, Stellar Development Foundation CEO and Executive Director Denelle Dixon discusses DTCC's decision to select Stellar as the first public blockchain connected to its upcoming tokenized securities settlement platform, and what it means for the future of tokenization and institutional blockchain adoption. - This episode of Public Keys is brought to you by Kraken. For more: ⁠https://pro.kraken.com/⁠ - Timecodes: 00:00 Welcome to Public Keys 00:54 Jamie Dimon vs Brian Armstrong on Stablecoin Yields 03:21 Bitcoin ETFs Shed $2.97B in Outflows 05:50 BTC ETFs Post Worst Week Since January 06:50 Grayscale Amends HYPE ETF Filing 08:36 Bloomberg Intelligence's Eric Balchunas Joins Public Keys 09:39 Why BTC ETF Outflows Are Just 'Noise' 13:00 Wall Street's New BTC Products: Goldman, Morgan Stanley, iShares 15:33 HYPE Is the 'Hansel from Zoolander' of Crypto ETFs 17:57 Will SpaceX ETFs Pull Capital from Crypto? 20:42 10X: What Separates Pro Traders from Retail 22:25 Knowing Your 'Out': The Biggest Mistake in Margin Trading 25:06 Stellar Development Foundation's Denelle Dixon on the DTCC Tokenization Deal 26:14 Stellar Hits $3B in Tokenized Assets in Five Months 28:46 Can Blockchains Handle DTCC-Level Volume? 30:21 Digital Twins and the Issuer-Led Tokenization Question 31:50 Will One Blockchain Win the RWA Race? - This episode was hosted by Jennifer Sanasie.

Derek Moore is joined by Shane Skinner this week to talk about the typical IPO performance within the first 30 days of trading. Then, they compare how Google vs Tesla performed after their IPOs. Later, Goldman Sachs calls for 8000 by year in in the S&P 500 Index, how May has seen stellar returns last couple years, a bunch of ETF filings for SpaceX adjacent products, and surprising forward EPS valuations.    Nvidia forward PE vs Costco and Walmart Google vs Tesla IPO performance Surprising Google State Post IPO SpaceX adjacent ETFs see a lot of filings How does this IPO issuance period compare to past ones? When day 100 is up nearly 10% what does the rest of the year historically look like? Bond vs Equity Valuations S&P 500 May Performance 1945-2026 Intel vs Nvidia   Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com    

El episodio 117 llegó con verdades incómodas y números que no se pueden creer.Arrancamos con Antonio Gracia, el inversor más silencioso y más importante de SpaceX. Fue el primero en poner plata cuando Elon lo necesitaba y nunca paró. Hoy tiene el 4% de la compañía. Si el IPO sale a 2 trillones, se lleva 100 billones solo en carry. El mayor retorno en dólares de cualquier inversor en la historia, hecho en silencio y sin ruido.Después viene algo que cualquier founder o inversor debería leer: la jerarquía del bullshit corporativo. Si una empresa tiene caja, te muestra caja. Si no, te muestra ganancias ajustadas. Si no, gross profit. Si no, revenue. Si no, GMV. Si no, usuarios activos. Si no, descargas. Y si no tiene nada de eso, te habla del mejor lugar para trabajar. Ahora ya sabés cómo leer entre líneas lo que te están diciendo.También hablamos de los exits que son mentira. La mayoría de los press releases de adquisiciones no significan que alguien ganó plata. Muchos son quick hires disfrazados, asset sales donde los inversores se fueron a cero, o simplemente ego de founder que necesita contar una historia. El exit real no necesita comunicado de prensa.Cerramos con tres historias que no te podés perder. Warren Buffett cerró una inversión de 5 billones en Goldman Sachs en 40 minutos, sin negociar, sin due diligence y sin abogados. Patrick Collison, co-founder de Stripe, se tomó una cerveza con un fan por su cumpleaños porque su novia le mandó un mail en frío y él respondió en tres minutos. Y la bolsa de Corea subió 203% en un año, con Micron pasando de 96 a 942 dólares, mientras todos miraban para otro lado.

Patrick Moorhead and Daniel Newman cover Daniel's acquisition of Enterprise Technology Research, IBM's historic $15 billion single-day commitment spanning quantum and open-source security, Anthropic's Claude Opus 4.8, and the heaviest single earnings night of the season featuring Dell, Marvell, Salesforce, Synopsys, Snowflake, HP, and Micron crossing $1 trillion in market cap. The handpicked topics for this week are: Anthropic Releases Claude Opus 4.8: Six Weeks After 4.7 Anthropic dropped Opus 4.8 just six weeks after 4.7, claiming it surpasses GPT-5.5 and Gemini 3.1 Pro on agentic coding, knowledge work, and computer use. Benchmark improvements across the board: agentic coding up from 64.3% to 69.2%, knowledge work from 1753 to 1890, agentic computer use from 82.8% to 83.4%. Three new features ship alongside it: Dynamic Workflows for multi-subagent orchestration inside Claude Code, Effort Control for managing token spend, and mid-task system messages via the API. Fast mode is now 2.5x faster and 3x cheaper. Pat's honest take: what it says on paper is good, particularly on tool triggering and citation precision, but he has lost significant trust in the company and is watching closely. (The Decode)   IBM Commits $10 Billion to Quantum: The Largest Single Quantum Bet in History IBM announced a $10 billion commitment over five years targeting a large-scale fault-tolerant quantum computer by 2029, landing the same day as the $5 billion Project Lightwell announcement for a single-day IBM strategic commitment of $15 billion. Pat has been calling 2029 to 2031 as the realistic commercial quantum window and calls this the strongest single corporate financial signal yet that the timeline is real. Daniel's framing: IBM wants to be the NVIDIA of quantum, and with a $10 billion commitment, it's sending a flare to the entire industry that pure-play quantum companies cannot compete at this balance sheet level. (The Decode)   IBM and Red Hat Launch Project Lightwell: $5B to Secure Open-Source Software IBM and Red Hat committed $5 billion and a global force of 20,000 engineers to secure open-source software for enterprises through frontier agentic AI, anchored by 11 of the largest US and Canadian banks including Bank of America, Goldman Sachs, JPMorgan Chase, Mastercard, and Visa. Pat's read: this is the productization answer to Anthropic Mythos. Mythos found the vulnerabilities. Lightwell is the industrial-scale patching and validation layer enterprises can actually buy on a subscription. Daniel adds that IBM is flexing its engineering talent base as a premium strategic asset, a direct counter to the narrative that AI replaces engineers. (The Decode)   Anthropic Project Glasswing: 23,000 Vulnerabilities Found Across 1,000 OSS Projects Anthropic's Claude Mythos scanned more than 1,000 widely deployed open-source projects and surfaced approximately 23,000 candidate vulnerabilities, with 1,094 confirmed as critical severity. The Cyber Verification Program now gates the strongest cyber-capable Claude variant behind vetted defenders only. While the tool creates real value, the surface of attack will likely grow as fast as any tool built to defend it. (The Decode)   Anthropic in Talks to Run Claude on Microsoft Maia 200 CNBC and The Information reported Microsoft is in active negotiations to supply Anthropic with its custom Maia 200 inference chip, which would make Anthropic the only frontier lab simultaneously running production workloads on four distinct silicon stacks: NVIDIA, AWS Trainium, Google TPU, and Microsoft Maia. Pat's context: Maia 200 delivers 30% better tokens per dollar than the latest Azure fleet per Satya Nadella, and this deal would be Maia's first major external deployment. Daniel's read: what can be built will be sold right now, and Anthropic chasing every available compute source is simply the structural reality of growing at 80x when you planned for 10x. (The Decode)   The Flip: Is AI CapEx Too Expensive to Earn Its Return? Pat takes the affirmative. With $725 billion in hyperscaler CapEx tracking for 2026, likely $1 trillion next year, memory has become the choke point making it even more expensive, and open-source models have closed enough of the quality gap for most enterprise tasks that the premium of frontier APIs is increasingly hard to justify. A recent Signal65 white paper shows on-prem payback at 18 months. Daniel's counter: Dell just booked $24 billion in AI orders in a single quarter. Agentforce crossed $1 billion ARR at 169% growth. NVIDIA guided to $91 billion. Only 20% of enterprises are using AI and only 2% of consumers. Both hosts admitted off the flip their notes looked nearly identical. (The Flip)   Micron Crosses $1 Trillion Market Cap Micron became the 12th US company ever to cross $1 trillion in market cap, surging 19% on May 26th as UBS raised its price target to $1,625, implying a $1.8 trillion market cap. Samsung's Q1 memory ASP jumped 146% year over year. DRAM spot prices spiked 55 to 60% quarter over quarter. Daniel has been pounding this call since sub-$100 and calls it a cycle elongated beyond anything seen in the 27 prior memory cycles, driven by HBM capacity reallocation away from consumer DRAM creating structural shortage. (Bulls and Bears)   Dell Technologies Q1 FY27: The Biggest Enterprise AI Infrastructure Print of 2026 Record $43.8 billion revenue, up 88% year over year, crushing the $35.7 billion consensus by $8 billion. AI-optimized servers at $16.1 billion, up 757% year over year. $24.4 billion in AI orders booked in a single quarter. FY27 AI server revenue guide raised from $50 billion to $60 billion. Non-GAAP EPS of $4.86 beat the $2.96 consensus by 64%. Stock up 18% after hours. Pat's framing: Dell was very clear about what they were going to do. Rack engineering, sales, and service. The basics. And they executed the basics at an extraordinary level while building a special relationship with NVIDIA who views Dell as a market maker for both enterprise and NeoCloud. Daniel's add: play nice and win. Michael Dell navigated the political landscape brilliantly and pulled the entire Dell brand along with him. (Bulls and Bears)   Marvell Technology Q1 FY27: Record Revenue, Data Center at 76% of Mix Record $2.418 billion revenue, up 28% year over year. Data center at $1.833 billion, up 27% year over year, now 76% of total revenue. Q2 guide of $2.7 billion at midpoint accelerates growth to 35% year over year. Operating cash flow a record $638.8 million. Daniel went on TV and said it's "written in the stars," arguing the market had misunderstood this one for too long by conflating its custom AI ASIC story with the full breadth of its connectivity and networking portfolio. Pat's closing: the shorts are eating it now and the custom AI ASIC versus merchant GPU debate is finally settling into the right answer, which is both in lockstep. (Bulls and Bears)   Salesforce Q1 FY27: Agentforce Crosses $1 Billion ARR Revenue $11.13 billion, up 13% year over year. Non-GAAP EPS of $3.88 crushed the $3.12 consensus by 24%. Agentforce ARR crossed $1 billion, up 169% year over year, with 28.6 trillion tokens processed, up 152% quarter over quarter. 50% of Agentforce bookings came from existing customers expanding. Daniel flagged the $25 billion accelerated buyback funded by new debt as an interesting signal worth watching. Pat's bottom line: it's not perfect, but certainly no "SaaSpocalypse" in those numbers. (Bulls and Bears)   Synopsys Q2 FY26: First Full Quarter With Ansys Integrated Revenue $2.276 billion, up 42% year over year, beating consensus. Non-GAAP EPS of $3.35 beat $3.15. FY26 guide raised to $9.665 billion midpoint. Daniel's framing: every chip runs through Synopsys tools, and the Ansys addition makes it the full-stack co-design platform Jensen Huang keeps talking about. Synopsys is not just the pick and shovel of current AI silicon. It is the pick and shovel of quantum, robotics, and space as well. (Bulls and Bears)   Snowflake Q1 FY27: Strongest Sequential Dollar Growth in Company History Product revenue $1.33 billion, up 34% year over year, the strongest sequential dollar growth in Snowflake history. Net revenue retention 126%. FY27 product revenue guide raised to $5.84 billion. Natoma acquisition announced for secure agentic enterprise connectivity. New $6 billion multi-year AWS commitment. Daniel's closing: proprietary unique data is the real moat of the agentic era, and that data has to live somewhere. It is going to go to platforms like Snowflake. (Bulls and Bears)   HP Inc. Q2 FY26: Eight Straight Quarters of Growth With AI PCs at 44% of Shipments Revenue $14.4 billion, up 9% year over year, the company marks its eighth consecutive quarter of top-line growth. Non-GAAP EPS of $0.86 beat the prior guide. Personal Systems at $10.2 billion, up 13%, with 30% operating profit growth. AI PCs jumped from 35% to 44% of shipments quarter over quarter, with HP guiding to 60 to 70% next fiscal year. FY26 EPS guide raised. Pat's note: they still need a permanent CEO, which would help investors sleep better at night. Daniel's add: the real explosive moment for device companies comes when AI moves to the edge and enterprises shift from expensive frontier model consumption to on-device inference. (Bulls and Bears)   Everpure Q1 FY27: Record Revenue, Rebrand Complete Record revenue of $1.1 billion, up 35% year over year. Product revenue $577 million, up 55%. Subscription ARR at $2 billion. FY27 guide raised to $4.41 to $4.51 billion. Pure Storage officially completed its rebrand to Everpure. Daniel's emerging thesis: the agentic era has focused enormous attention on memory and compute, but after the inference runs, the data has to sit somewhere. Storage has not seen its full inflection yet and Everpure is well positioned when that wave arrives. (Bulls and Bears)   The Decode Anthropic Releases Claude Opus 4.8 May 28  https://techcrunch.com/2026/05/28/anthropic-releases-opus-4-8-with-new-dynamic-workflow-tool/ IBM Commits $10B Over Five Years to Quantum Computing the Same Day as $5B Project Lightwell, Bringing IBM's One-Day AI https://www.barrons.com/articles/ibm-stock-quantum-computing-aafbb1eb IBM + Red Hat Announce Project Lightwell  https://newsroom.ibm.com/2026-05-28-ibm-and-red-hat-commit-5-billion-to-redefine-the-future-of-open-source-in-the-ai-era Anthropic Project Glasswing / Claude Mythos Finds 23,000 Potential Vulnerabilities Across 1,000+ Open-Source Projects https://www.securityweek.com/anthropic-mythos-detected-23000-potential-vulnerabilities-across-1000-oss-projects/ Anthropic Negotiating to Run Claude on Microsoft's Maia 200 AI Chips  https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html OpenAI + Anthropic Walk Back the AI Jobs Apocalypse Ahead of IPOs https://finance.yahoo.com/sectors/technology/articles/ai-chiefs-walk-back-job-193605798.html https://x.com/RiskCentre/status/2059397756016611668 The Flip Is AI Capex Becoming Too Expensive to Earn Its Return — and Will the Result Be a Forced Shift to Open-Source and Smaller Use-Case-Specific Models, or a Continued $725B+ Hyperscaler Buildout That Vindicates the Capex on Productivity Gains? FOR:  The shift is to open-source + smaller use-case-specific models with better token economics, not away from AI https://x.com/danielnewmanUV/status/2059822712122400975 DeepSeek 75% permanent price cut + Anthropic Claude Code restriction reversal https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026 $190B Microsoft capex + $725B+ aggregate hyperscaler capex with no analog ROI yet  https://www.buildfastwithai.com/blogs/ai-news-today-may-26-2026   AGAINST:  Salesforce Agentforce ARR crossed $1B this quarter on 28.6T tokens processed  https://www.stocktitan.net/sec-filings/CRM/8-k-salesforce-inc-reports-material-event-3b8ead2852bb.html Lenovo +105% AI revenue, +84% Q4; Dell $43B AI backlog: the AI infrastructure flywheel is converting capex to revenue today https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results NVIDIA $91B Q2 guide + $1T Blackwell+Vera Rubin CY25-CY27 reaffirmed  https://www.cnbc.com/2026/05/20/were-raising-our-price-target-on-nvidia-after-another-knockout-quarter-and-guide-.html DeepSeek + Chinese price war is a Chinese export-controls story, not a US economic ceiling story https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   Bulls & Bears Micron (NASDAQ: MU) Crosses $1 TRILLION Market Cap for the First Time https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html Dell Technologies Q1 FY27 ACTUALS  https://www.cnbc.com/2026/05/28/dell-q1-earnings-report-2027.html Marvell Technology Q1 FY27 ACTUALS https://investor.marvell.com/news-events/press-releases/detail/1023/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2027-financial-results Salesforce CRM Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS  https://investor.salesforce.com/financials/quarterly-results/ Synopsys SNPS Q2 FY26 ACTUALS https://investor.synopsys.com/events-and-presentations/events/event-details/2026/Q2-Fiscal-Year-2026-Earnings/default.aspx Snowflake SNOW Q1 FY27 ACTUALS  https://www.businesswire.com/news/home/20260527027931/en/Snowflake-Reports-Financial-Results-for-the-First-Quarter-of-Fiscal-2027 HP Inc. HPQ Q2 FY26 ACTUALS  https://finance.yahoo.com/markets/stocks/articles/hp-q2-earnings-call-highlights-230459161.html Everpure (NYSE: P, formerly Pure Storage) Q1 FY27 ACTUALS https://www.prnewswire.com/news-releases/everpure-announces-first-quarter-fiscal-2027-financial-results-302783502.html

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Jarred Kessler, CEO and founder of EasyKnock, is a real estate and finance expert with leadership experience at firms like Goldman Sachs, pioneering the first residential sale-leaseback platform. Top 3 Value Bombs 1. The world is messy, but some companies and people genuinely want to help. 2. Think outside the box, be tenacious, have thick skin, and expect to hear NO often. 3. Grit is underrated, and without it, problems hit from every direction. Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. 50 - Join JLD on his free '50 days to something' video series on YouTube and create something special in 50 days.

Tech stocks have surged in the past two months. What's behind the move, and where are the opportunities for investors now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on May 28, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of Simply Money presented by Allworth Financial, Bob and Brian break down why Goldman Sachs says the AI-driven market boom may not be a bubble after all, what investors need to understand before chasing hot new ETFs and IPOs like SpaceX and OpenAI, and the growing risks of letting AI trade and spend your money. Plus, they tackle costly estate planning mistakes involving retirement account beneficiaries, explain how direct indexing can create meaningful tax savings for high-net-worth investors, and discuss smart ways to think about long-term care planning without derailing your retirement lifestyle.See omnystudio.com/listener for privacy information.

How to navigate friendship at work without losing the relationship, with Brooke TaylorShe's your lunch buddy, your Slack confidante, your person at work. But what happens when boundaries get blurry, or you start sensing competition where there used to be camaraderie? Workplace friendships between women are some of the most meaningful connections we form as adults, and some of the most complicated to maintain.In this episode, Danielle sits down with executive career coach and former Google marketing lead Brooke Taylor to tackle three of the most common questions women ask about navigating friendship at work. They dig into why mismatched expectations between "colleagues first" and "friends first" cause so much friction, how the success wound fuels jealousy and comparison with the women closest to you, and what happens when entrepreneur friendships blur the line between support and strategy-sharing.

What if the biggest threat to your business isn't your competition… but your cybersecurity blind spots?

The episode reveals a growing governance gap as the central structural shift in the IT services sector, driven by accelerated AI adoption and increasing automation. Companies such as OpenAI, Anthropic, Veeam, and Auvik are reframing their market positions around the operational risks and requirements introduced by AI agents, data automation, and new service delivery models. This evolution is underscored by the rising number of AI agents—projected by IDC to reach 2.3 billion by 2030—operating largely outside of current oversight and frequently with excessive or inappropriate permissions. The principal development discussed is Veeam's announcement of its Data AI Command Platform. According to Dave Sobel and Rich Freeman, this platform is intended to address data-centric failures beyond traditional ransomware or accidental deletion. Veeam's platform is designed to handle issues such as AI-generated data hallucinations, inappropriate data exposure, and policy enforcement failures. The platform's architecture builds on the acquisition of Security AI, combining data security posture management with backup, compliance, and governance capabilities, although, as of now, key remediation features are only available for Microsoft 365, with further expansion expected over the coming months. Supporting developments include Auvik's expansion of automated network management based on a large historical dataset and the simultaneous entrance of OpenAI and Anthropic into direct services for mid-market clients, backed by billions in private capital from entities such as Goldman Sachs and Blackstone. Both companies now embed applied AI engineers at client sites, bypassing traditional channel partners. Channel operator feedback, reflected in research by Techisle and discussions at vendor conferences, indicates a lack of MSP readiness and a slow response to developing governance and compliance services, despite evidence from end-user data pointing to significant unmet demand and risk exposure. Operationally, MSPs face a growing liability trap where the speed and delegation of decisions to AI systems increase the potential for unnoticed errors or breaches. There is a disconnect between customer demand for governance, compliance, and data controls, and the preparedness of MSPs to deliver those services. This exposes providers to heightened contractual, operational, and reputational risk, particularly as vendors and large AI companies move directly into the mid-market service delivery space. Practical safeguards, clear accountability frameworks, and objective benchmarks for automation and governance effectiveness will be required to mitigate exposure and support safe, durable service offerings. Supported by: CometBackup HaloPSA Moovila 

Tom Shapiro is the President and Founder of GTIS. In addition, Mr. Shapiro is the Chief Investment Officer responsible for overseeing all investment activity and strategy of the firm. Mr. Shapiro is also Chairman of the General Partner's Investment Committee and is a member of the Board of Directors of Brazil Hospitality Group, one of the largest owners and managers of hotels in Brazil.   Mr. Shapiro's experience in the real estate industry began in 1988. Prior to starting GTIS, Mr. Shapiro was a Senior Managing Director at Tishman Speyer and a member of the firm's Investment and Management Committees. Most recently, Mr. Shapiro was responsible for Tishman Speyer's global equity capital markets and dispositions groups. Previously, Mr. Shapiro ran GTS Properties, an acquisitions joint venture between Tishman Speyer and Goldman Sachs.   Mr. Shapiro serves on the Undergraduate Executive Board and the Carol and Lawrence Zicklin Center for Business Ethics Review's Private Sector Advisory Board for The Wharton School, University of Pennsylvania from which Mr. Shapiro received a B.S. and graduated magna cum laude.

In this episode, we speak with Mike McGinn, Partner and Co-Head of Growth at Sixth Street.  He is based in New York and focuses on private investments in growth-oriented companies. Sixth Street Growth provides growth equity and bespoke capital solutions to mid- and late-stage technology companies. It is the dedicated growth investing platform of Sixth Street, a leading global investment firm with over $130 billion in assets under management and committed capital. Through its Growth strategy, Sixth Street has invested over $13 billion in more than 90 companies. Prior to Sixth Street, Mike was a Managing Director in AmSSG at Goldman Sachs. Previously, he was Co-Head of PCI, AmSSG's growth capital business, and worked in AmSSG's multi-strategy investing group and specialty lending group. Earlier in his career, Mike worked in the Global Investment Research division at Goldman Sachs. Sixth Street Growth was recognized as a Top Growth Equity Firm of 2025 by GrowthCap. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

↴    ↴    ↴Descubre aquí tu perfil de inversor.En este podcast te explico por qué el 92% del crecimiento económico de Estados Unidos en 2025 depende exclusivamente de la inteligencia artificial y por qué este nivel de concentración puede ser una señal de posible burbuja. Analizo contigo qué es una burbuja financiera, cómo encaja la inversión en IA dentro de este patrón histórico y por qué las Magnificent Seven han alcanzado un nivel de dominio sin precedentes dentro del S&P 500.Después te muestro los datos más recientes de Goldman Sachs para entender si realmente las valoraciones actuales justifican el precio de las acciones tecnológicas. Revisamos el PER, el crecimiento real de beneficios y casos como NVIDIA para evaluar si estamos ante una burbuja especulativa o un crecimiento fundamentado en ingresos reales.Más adelante profundizo en el enorme riesgo que supone el Capex en inteligencia artificial, la financiación circular, la deuda oculta y el papel de la IA como columna del PIB estadounidense. También te cuento por qué expertos como Andrej Karpathy contradicen las predicciones optimistas sobre la llegada de la AGI y qué implica este desacople entre expectativas tecnológicas y realidad.Finalmente te doy cuatro consejos prácticos como inversor para navegar este escenario: cómo invertir a largo plazo, cómo diversificar en la cadena de valor de la IA, cómo evitar el FOMO y cómo priorizar empresas con fundamentales sólidos. Cerramos analizando si estamos ante una burbuja, una revolución o ambas cosas a la vez, y qué significa esto para tus inversiones en los próximos años.

Is this the moment the Global Elite officially declared war on America First?  A secret, closed-door meeting in Toronto just blew the lid off a massive international chess match—and it involves former President Barack Obama, Canadian Prime Minister Mark Carney, and a coordinated globalist network operating right on America's doorstep. When Mark Carney posted a video of a handshake with Obama, the internet absolutely exploded. While the mainstream media calls it a routine speaking engagement, the truth is far more explosive. This wasn't a friendly visit; it was a high-level "war council" packed with global elites, Clinton-Obama operatives, and international billionaires strategizing on how to crush the populist wave sweeping the West. The epicenter of this gathering? A closed-press gala hosted by Canada 2020—the powerful progressive think tank acting as the literal spine of the Canadian Liberal establishment—paired with the Global Progress Action Summit, co-hosted alongside Washington's influential Center for American Progress (CAP) Action Fund. Backed by the Open Society Institute funding architecture and heavily staffed with World Economic Forum (WEF) alumni, this massive apparatus is no longer operating in the shadows. In this deep-dive episode, we pull back the curtain on the multi-billion-dollar trade rift, escalating 50% tariffs, and Donald Trump's shocking suggestion that Canada become the 51st state. Inside this episode, we break down: The Handshake Scandal: Why the American Right is demanding arrests over Logan Act violations while the Left claims "nothing to see here." The Institutional Blueprint: How Canada 2020 and the Center for American Progress convened a "war council with catering," drawing in heads of state, top-tier 2028 U.S. presidential prospects, and intelligence alumni. The Ultimate Showdown: How Prime Minister Mark Carney—a Goldman Sachs alumnus, Bilderberg Group member, and WEF board member—is leveraging transnational networks to lead the international resistance against Trump. The July 1st CUSMCA Deadline: The ticking economic time bomb that could strip tariff exemptions from 90% of Canadian exports and send shockwaves through American supply chains. The Hidden Strategy: The globalist ecosystem's plan of exhaustion, replication, and entrapment designed to bypass domestic voter mandates and outlast the nationalist movement. CHAPTERS 00:00 - Intro 01:12 - A Silent Coup? 02:08 - The 4 Layers of Trump's Assault on Canada 04:50 - The Ronald Reagan Ad That Broke Negotiations 06:04 - Mark Carney / Ultimate Globalist 07:51 - Carney's Davos Speech: An Iron Curtain for the West 09:42 - The Blackout Gala 11:44 - The Globalist War Council Exposed 14:41 - The CUSMCA Ticking Time Bomb 16:56 - Logan Act Violations & Political Double Standards 22:03 - Washington's Secret Backchannel Punishment 23:47 - The Global Elite's Hidden Interdependence Trap 26:44 - The 3-Step Strategy to Destroy America First 29:27 - Who Truly Holds the Power? They are no longer hiding. They are operating in plain sight. Tune in to find out where the power really lives, who is holding the ultimate leverage, and what this means for the future of the free world. Don't forget to LIKE, SHARE, and SUBSCRIBE to stay ahead of the narrative! Learn more about your ad choices. Visit megaphone.fm/adchoices

Heela Yang built Sol de Janeiro, one of the most beloved body care brands, from her dining room, but her path there looked nothing like a typical business plan. After twelve years in corporate beauty following stints at Goldman Sachs and a Harvard MBA, she left New York for Brazil for love, only to find herself pregnant, isolated, and unable to do the work that had always defined her. A single afternoon on a beach, surrounded by women of every shape in a very small bikini she'd been talked into, changed everything. In this episode, Heela shares how that moment became the emotional blueprint for Sol de Janeiro, the cult-favorite brand that launched a craze for mists and body care and built a business around embracing your body and skin as it is, no matter what size or shape. Chapters: 00:00.160 Welcome to She Pivots 01:36.360 From Korea to America: A Cultural Shift 06:37.279 The Importance of Skincare in Korean Culture 09:16.400 Early Entrepreneurial Ideas 12:13.440 Moving to Brazil: A New Beginning 13:33.559 Pregnancy and Isolation in a Foreign Country 17:41.941 The Pivotal Beach Moment 23:19.000 Building a Brand Around Embracing Yourself 27:50.280 The Power of Being Welcomed, Not Just Accepted 29:10.440 Low Point to Launch 33:24.520 Reflecting on Heela's Journey 34:18.680 Podcast Credits You can check out Sol de Janeiro basically anywhere you get skincare or body care products– and keep up with what they’re up to on Instagram @soldejaneiro Be sure to subscribe so you never miss a pivot story, leave us a rating (it really helps!), and share this episode with a woman in your life who you think needs a little inspiration. She Pivots is a podcast created by host Emily Tisch Sussman to highlight influential women voices, share stories of bold career moves, and inspire women with interviews about career reinvention and how personal pivots can redefine professional success. Join our Substack community! Subscribe here for exclusive content and to connect with other pivoters: shepivots.substack.com Learn more about the inspiring women in our pivoter community by following us on instagram @ShePivotsThePodcast, and check out our website shepivotspod.com for resources and updates. She Pivots is proud to be an iheart podcast.Support the show: https://www.shepivotsthepodcast.com/See omnystudio.com/listener for privacy information.

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.

Mentor Sessions Ep. 073: Why Capitalism Is in Its Dying Phase, Why Trillion-Dollar AI IPOs Are a Massive Ponzi, and How the Iran Deal Is Pure Theater | Simon Dixon & Dave CollumCapitalism is in its final gasping phase — and the $3 trillion AI IPO push, bond market stress, and China's triple rug-pull setup are the proof. Simon Dixon and Dave Collum break it all down.Simon Dixon (BnkToTheFuture) and Cornell professor Dave Collum join BTC Sessions for one of the most wide-ranging macro and Bitcoin sovereignty conversations of 2026. You'll learn why Simon believes the Iran deal is already signed and the current headlines are pure theatrics timed to IPO liquidity needs. You'll see why Dave views the Space X IPO at 100x sales as a dying capitalism's last gasp — and why the gamma squeeze unwinding could trigger a simultaneous bond, equity, and commodity collapse. You'll understand how BlackRock's Aladdin technology has replaced Goldman Sachs as the true node of global capital flows, and why Larry Fink, Strategy, and 21 Capital are NOT friends of Bitcoin sovereignty. Most importantly, you'll walk away understanding why self-custody and a circular Bitcoin economy are the only real exits from transnational capital control.⏱️ Timestamps:0:00 - Intro1:27 - Simon Moves Goalposts on Iran Deal5:27 - Timing Iran Deal with Major IPO Liquidity8:08 - Dave Collum Calls Space IPO Fantasy at 100x Sales9:33 - Gamma Squeeze Driving Equity Ponzi Scheme11:32 - Dave's Nightmare: Simultaneous Bond and Equity Bears13:56 - America Not Sovereign, Controlled by Financial Complexes15:15 - Fed Must Expand Balance Sheet to Fix Bonds16:39 - $3 Trillion IPOs: OpenAI and SpaceX Index Inclusion22:17 - Passive Flows Insufficient for $3 Trillion IPOs37:11 - China Could Rug Pull Bonds, Stocks, Commodities42:18 - DeepSeek Moment Reveals China's AI Advantage49:38 - Gold Squeeze: London Derivatives vs Shanghai Physical53:26 - BlackRock Aladdin Directs All Institutional Flows1:00:31 - Central Banking Ponzi Scheme Math Exposed1:14:31 - Thomas Massie and Mafia Model of Power1:38:33 - Bitcoin Self-Custody: Exit from Transnational Capital1:44:24 - Larry Fink, Strategy Not Bitcoin Allies1:47:50 - Build Circular Bitcoin Economy to Exit System1:57:46 - Follow Simon Dixon and Dave Collum• About Simon DixonX: @SimonDixonTwittYouTube: https://www.youtube.com/@UC_wNYJCyycXXPmWni2JNZhQ • About Dave CollumX: https://x.com/DavidBCollum• Sovereign Sessions — AI, Privacy, and Bitcoin education: http://youtube.com/@SovereignSessions?sub_confirmation=1

Hosts Chuck Zodda and Marc Fandetti break down a bizarre trading day as standard market correlations completely break down. They unpack Micron Technology's historic surge from $79 billion to a $1 trillion valuation in record time, debating whether AI data center demand can save semiconductor stocks from their traditional, brutal boom-bust cycles. Plus, a look at Goldman Sachs hiking its S&P 500 target to 8,000 and an analysis of why the classic 4% early retirement rule might be fundamentally broken for the modern era. Watch Live on YouTube: youtube.com/thefinancialexchangeshowFollow us on X: @TFEshowSupport Our Veterans: dav5k.boston

Advent Co-Chair James Brocklebank explains why complex markets can create opportunities for private equity investors. This episode was recorded on April 21st, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at ⁠http://www.gs.com/research/hedge.html⁠ Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

For the first time in this cycle, the money going out of major private credit vehicles has surpassed the money coming in. That is the headline, how private credit machine is now facing sustained investor outflows. Stage 2. And here's the other big part of that – these net outflows are indeed forcing asset sales onto an industry that was never really built for this. That means we're already deeper into Stage 2 than most people would think.  Eurodollar University's Money & Macro Analysis--------------------------------------------------------------------------------Learn more about Augusta Precious Metals and what they have to offer - including physical gold for IRA accounts - by going to: https://EurodollarGold.com or text EURO to 35052. --------------------------------------------------------------------------------Private Credit BDC Redemptions Exceed Fundraising for First Timehttps://www.bloomberg.com/news/articles/2026-05-14/private-credit-bdc-redemptions-exceed-fundraising-for-first-timePrivate Credit's Unthinkable Becomes Reality as Trading Revs Uphttps://www.bloomberg.com/news/articles/2026-05-21/private-credit-s-unthinkable-becomes-reality-as-trading-revs-upFitch Ratings' U.S. Private Credit Default Rate Hits a High of 6.0% in April 2026https://www.fitchratings.com/research/corporate-finance/fitch-ratings-us-private-credit-default-rate-hits-high-of-6-0-in-april-2026-18-05-2026?cs=0&hl=en-US&biw=1600&bih=731Private Credit Fund Touts Quick Profit Buying Debt at 65 Centshttps://www.bloomberg.com/news/articles/2026-05-05/private-credit-fund-touts-quick-profit-buying-debt-at-65-centsGoldman Sachs Private Credit Fund's Share of Bad Loans Riseshttps://www.bloomberg.com/news/articles/2026-05-07/goldman-sachs-private-credit-fund-s-share-of-bad-loans-increasesHSBC Drags Feet on $4 Billion Private Credit Investment Efforthttps://www.bloomberg.com/news/articles/2026-05-15/hsbc-drags-feet-on-4-billion-private-credit-investment-effortAMP Trims ‘Frothy' Private Credit Assets in Investment Pivothttps://www.bloomberg.com/news/articles/2026-05-18/amp-trims-frothy-private-credit-assets-in-investment-pivothttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

The data doesn't lie, and in Q1 2026, it's telling a story the freight industry hasn't seen in years.In this special episode of Supply Chain Now, Scott W. Luton and Karin Bursa welcome Bobby Holland, Director of Freight Business Analytics at U.S. Bank, and Bob Costello, Chief Economist and Senior Vice President at the American Trucking Associations, for a deep dive into the latest U.S. Bank Freight Payment Index for Q1 2026.The episode unpacks seven critical takeaways from the quarter, including a historic 12.9% spike in freight spending, a rare supply-side recovery driven by tightening capacity and surging fuel costs, and regional breakdowns across the West, Southwest, Midwest, Northeast, and Southeast, with stops on tariff impacts, cross-border trade with Canada and Mexico, and what a $7.22-per-gallon diesel price in California means for the broader economy.Together, they explore why this recovery is unlike anything we've seen since the pandemic boom, what the Goldman Sachs recession outlook gets right (and wrong), and how supply chain leaders can use real, verified freight data, not feelings, to make smarter decisions in an unpredictable 2026.Jump into the conversation:(00:00) Intro(03:29) Introducing the dynamic duo: Bobby Holland & Bob Costello(06:23) Bobby's headline summary(09:47) How industry leaders use the Freight Payment Index(10:01) National-level results: spending jumps 12.9%(10:54) A rare supply-side recovery(13:10) West region: highest shipment levels since 2023(17:20) Southwest region: 10th straight quarter of declines(21:40) Midwest region: strongest quarter since Q1 2018(26:05) Winter storms break the streak(28:11) Canada & Mexico trade: tariff impact on cross-border freight(33:20) Southeast region: the only region posting declines(41:32) Goldman Sachs vs. economic reality(44:28) Freight market forecast: what's ahead in 2026Additional Links & Resources:Connect with Bob Costello: https://www.linkedin.com/in/robert-costello-444bb670/Connect with Bobby Holland: https://www.linkedin.com/in/bobby-holland-4a9355/Connect with Karin Bursa: https://www.linkedin.com/in/karinbursa/Learn more about American Trucking Associations: https://www.trucking.org/Learn more about U.S. Bank: https://www.usbank.com/index.htmlLearn more about our hosts: https://supplychainnow.com/aboutLearn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://supplychainnow.com/media-kit/WEBINAR- From AI Pilots to Performance: How Supply Chain Leaders Are Scaling Agentic AI: https://bit.ly/49hCqIqWEBINAR- Amazon Supply Chain 101: Enabling efficiency and growth for businesses everywhere–and everywhere they sell: https://bit.ly/49r8N7DWEBINAR- The Expanding Role of Supply Chain Optimization Teams in Driving Business Impact: https://bit.ly/3PHRAAfThis episode was hosted by Scott Luton and Karin Bursa and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/analysis-q1-2026-us-bank-freight-payment-index-1588

Something unusual is happening in the gold market. Central banks may be buying far more gold than official data shows—and Goldman Sachs just exposed a major reporting gap.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310 

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In this episode, Kimberly Snyder and Brooke Taylor explore the deep roots of success related struggles, sharing insights on how cultural and intergenerational beliefs shape our worth. Brooke's practical-spiritual approach offers tools to align your ambitions with your authentic self, ending the cycle of never feeling enough.Chapters00:00 Introduction to the Success Wound02:54 Cultural Influences on Self-Worth05:58 The Archetypes of Success Wound09:02 The Grinder and the Pleaser12:04 The Hider and the Impact of Motherhood15:06 Navigating Ambition and Personal Power18:08 Finding Your North Star19:32 The Journey of Writing and Self-Discovery22:05 Navigating Vulnerability and Intentions in Publishing25:49 The Archetypes of Success and Their Impact29:30 Healing the Success Wound: Emotional and Behavioral Strategies34:41 Finding Wholeness Through Connection and AbundanceSponsors: LMNTOFFER: Right now, for my listeners LMNT is offering a free sample pack with any LMNT drink mix purchase at DrinkLMNT.com/FEELGOOD. That's 8 single serving packets FREE with any LMNT any LMNT drink mix purchase. This deal is only available through my link so. Also try the new LMNT Sparkling — a bold, 16-ounce can of sparkling electrolyte water.USE LINK: DrinkLMNT.com/FEELGOODBrooke Taylor Resources: Book: Healing the Success Wound: Align Your Ambition, Find Lasting Career Fulfillment, and End the Cycle of Never-Enough Website: www.brooketaylorcoaching.comBio: Brooke Taylor is a globally recognized transformational career coach, keynote speaker, and the leading authority on a phenomenon she pioneered known as the “Success Wound™.” With a career that began in the high-pressure hallways of Silicon Valley, Brooke spent years as a Marketing Lead at Google, where she was honored with the Google Global Sales Award. Despite her outward accolades, she experienced firsthand the "manic ambition" and burnout that often plague high achievers, leading her to a profound personal transformation and the eventual founding of her coaching practice.Brooke's highly anticipated first book, "Healing the Success Wound" (published by Hachette, May 2026), which serves as a definitive guide for women to reclaim their identities from the "Success Wound". Today, Brooke is the secret weapon for executive women at the world's most influential firms, including Goldman Sachs, McKinsey, Uber, Salesforce, Coinbase, and Meta. She has helped over 5,000 leaders decouple their self-worth from their achievements, allowing them to trade chronic burnout and workplace anxiety for a career rooted in deep fulfillment and sustainable power.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if the thing standing between you and financial freedom wasn't a lack of opportunity - it was the story you were telling yourself?   In this episode, I sat down with Kam Dasani (@ProfitWithKam), a futures and options trader who generates $3–5 million per year through his algorithmic trading platform, built with a team of ex-Goldman Sachs traders. But before the seven-figure income and the system, there was a version of Kam who had to demolish every limiting belief he had about money, markets, and what he was actually capable of.   We get into all of it: how he built a skill set from scratch, how the platform actually works, why most people never get there (hint: it's a mindset problem before it's a strategy problem), and what it really takes to treat trading like a business instead of a gamble.   If you've ever thought options trading was too complex, too risky, or just not for someone like you, this episode will make you rethink that entirely.   Tune in and follow Kam on Instagram: @ProfitWithKam   Get working capital for your business - revenued.com/juice Book your call with Neo Home Loanshttps://www.neoentrepreneurhomeloans.com/wealthjuice/ Book your mentorship discovery call with Cory RESOURCES

Bitcoin is stuck at $77K while Hyperliquid's HYPE just ripped 53% in seven days, with Goldman Sachs dumping its XRP and Solana ETF positions to rotate straight into HYPE infrastructure. Bloomberg ETF analyst James Seyffart joins the show live to break down what's really happening: the $6.25 billion options expiry showdown on May 29, Bitcoin ETF outflows hitting $1 billion in a single day, Truth Social abandoning its spot Bitcoin ETF race, and why Wall Street's smart money is suddenly more interested in HYPE than the king. Is this a generational rotation, or just another setup before Bitcoin reclaims the spotlight? Learn more about your ad choices. Visit megaphone.fm/adchoices

Dylan is the founder of arcMacro, where he analyses macro and private markets. His previous roles include serving as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey.  In this podcast, we discuss: The Hormuz Supply Shock Stagflation as the New Base Case AI Capex vs. Energy Headwinds A Hawkish Fed Outlook Canada's Productivity Pivot The USMCA Trade Cloud Private Market Maturation Normalizing Credit Defaults AI's Private Market Future

What's driving the rise in US Treasury yields, and what could be ahead for the bond market? Phillip Lee, head of Real Money Rate Sales in Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey. Recorded on May 21, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever done everything "right", followed the plan, built the skills, put in the work, and still found yourself burned out, stuck, and wondering what went wrong? That's exactly where Susan Glusica found herself. Signs of career misalignment are often hardest to see in the people who appear the most successful on the outside. After 20 years on Wall Street at firms like Goldman Sachs, Reuters, and Guardian, Susan understood money better than almost anyone. And yet — despite checking every box — she ended up in bankruptcy, drowning in shame and a pattern she couldn't see her way out of. In this episode, Blake sits down with Susan to unpack what happens when highly capable people keep pushing through frustration, burnout, and misalignment without addressing the real root cause — and what finally changes when they do.   Episode Highlights The Hidden Signs of Career Misalignment  [03:46] – The "crisis of legacy": when success stops feeling meaningful  [06:30] – Why the most capable people often miss misalignment the longest  [09:20] – How self-reliance quietly becomes a trap From Wall Street to Bankruptcy  [13:00] – Excited, not terrified: why her transition felt right ( until it didn't)  [18:37] – Doing all the things right while something underneath was off  [20:43] – What was actually happening day to day when it all fell apart Why Highly Capable People Stay Stuck Longer  [26:07] – Whisper, knock, bang and the house comes down  [28:10] – The shame of "I should have known better"  [32:39] – How strength and resilience become the very thing keeping you stuck The Turning Point: Asking for Help  [36:01] – Discovering your Unique Fingerprint for Success™  [40:43] – How desperation cracked open the willingness to receive  [43:05] – What changes when you stop coming from a place of fear Rebuilding a Life That Feels Aligned  [46:38] – Why courage isn't forced, it comes through the heart  [50:04] – Trusting your inner compass even when it makes no sense  [51:35] – What becomes possible when you stop solving the wrong problem   Powerful Quotes "I would wake up with my stomach in knots every single day. That's not a good way to live." – Susan Glusica "The signs of misalignment are always there. It's how we're interpreting them that changes everything." – Blake Schofield "Nothing is easier than fully expressing your God-given innate talents in exchange for equal money for the betterment of humanity." – Susan Glusica "It is the ways that we guilt and shame ourselves that keep us trapped, that keep us from seeking help, that keep us from recognizing that what's happening to us is not about our worth or our value." – Blake Schofield Connect with Susan Glusica  LinkedIn: https://www.linkedin.com/in/susanglusica/  Instagram: https://www.instagram.com/moneyenergymastery/   Resources Mentioned   Let's explore what's possible for your team: If your company is investing in burnout, wellness or adaptability initiatives, but seeing rising burnout, disengagement, or retention risk, it may be time to address the root cause.   We identify & diagnose organizational risk - surfacing the key drivers of burnout, leadership capacity and adaptability strains impacting your team; reduce leadership attrition, disengagement and preventable turnover; equip your leaders with the skills to increase their productivity & lead effectively during pressure and uncertainty.    Explore Workshops, Leadership Capacity Risk Assessments, Leadership Development or Consulting at https://impactwithease.com/corporate-training-consulting/   Executive Coaching:  For founders, executives, and senior leaders who are successful but feeling drained, stagnant, or uncertain about their next step. Whether you're burned out, standing at a crossroads, or simply know you're meant for more—you don't have to figure it out alone.  Go to impactwithease.com/coaching to apply!   Discover what is driving your burnout:  In just 5 minutes, learn your unique burnout type™ & how to restore your energy, fulfillment & peace at www.impactwithease.com/burnout-type  

CannCon and Ashe in America close out Chapter 3 of G. Edward Griffin's The Creature from Jekyll Island and the hits keep coming. Continental Illinois triggers the world's first electronic bank run, and the FDIC quietly covers 96% of uninsured deposits while small banks down the street get shut down the same week. The chapter then jumps to 2008: Fannie Mae, Freddie Mac, AIG, TARP, the auto bailouts, and the Merrill Lynch forced merger. Henry Paulson engineers the demolition of his Goldman Sachs rivals while protecting his alma mater. Banks announce they "repaid" loans using other government money, and the whole thing gets called a success. By the end, the government quietly owns 56% of GMAC and 80% of AIG, but nobody calls it nationalization. CannCon and Ashe also compare the third and fifth editions of the book, finding key sections merged and updated. Griffin's second reason to abolish the Fed lands hard: it is not a protector of the public. It is a cartel operating against it.

The equity story across Asia has split into two very different paths this year, with North Asian markets pulling ahead on the strength of the artificial intelligence trade while remaining more insulated from the energy supply shock tied to the Middle East. Goldman Sachs Research's Tim Moe explains what is driving the divergence, why he sees the semiconductor memory cycle lasting three to five years, and what could determine whether North Asia's outperformance continues. This episode was recorded on May 19, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at ⁠http://www.gs.com/research/hedge.html⁠ Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. 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.

Patrick McClymont still remembers the moment at IMAX when the numbers began moving in the wrong direction. Hired to help drive external growth through acquisitions and partnerships, he instead found himself sitting with CEO Rich Gelfond building what he calls an “early warning system.” Together, they agreed to monitor the next three film titles and “hold ourselves accountable” to a short-term scorecard, McClymont tells us. If the numbers shifted further, strategy would have to shift with them.That experience reinforced a lesson McClymont carried from his earlier years at Goldman Sachs and into multiple CFO roles: “the numbers don't lie,” he tells us. Before Goldman, he worked in real estate development, where he learned to “boil it down to the numbers” and find clarity quickly. At Goldman, advising transportation giants including UPS and major airlines exposed him to CEOs and CFOs navigating large-scale operational complexity.When he joined Sotheby's as CFO, however, McClymont discovered that financial fluency alone was not enough. The art specialists running major parts of the business “didn't think about the world the way that Goldman Sachs people do,” he tells us. Rather than force financial terminology into conversations, he changed his communication style, using “brown bag lunches” to connect financial priorities with the realities of individual business units.Today at Hagerty, that same mindset shapes his focus on customer economics, profitability, and building “one version of the truth,” he tells us.

President Trump making new comments on the Iran War and what went in, to what he says, was his decision to hold off on new strikes. Also reiterating while everyone is telling him the war is unpopular, he thinks it is “very popular.” Then Goldman breaks down how the move in yields could present an opportunity for investors. And Google hosting its I/O event, showcasing the latest AI technology. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Good GameFormer Google CEO Eric Schmidt booed by graduates at mention of AI And yet: College students are booing commencement speakers celebrating AI, but the wave of hate hasn't stopped them from using it to cheat on their examsElon Musk loses court battle against Sam Altman and OpenAI after 3-week trialA federal jury in Oakland, California, on Monday said Elon Musk waited too long to sue OpenAI and its CEO Sam Altman over claims they allegedly violated an agreement to run their artificial intelligence venture strictly as a charitable nonprofit.The advisory jury's verdict, which came after less than two hours of deliberations, was immediately adopted by District Court Judge Yvonne Gonzalez Rogers.In a post on his social network X, Musk called the decision a “calendar technicality … There is no question to anyone following the case in detail that Altman & Brockman did in fact enrich themselves by stealing a charity. The only question is WHEN they did it!”And yet: Jury Throws Out Musk's OpenAI Lawsuit in Under Two Hours, Clearing Path for Sam Altman's IPOPope Leo launches an AI commission days before he releases a papal letter alongside Anthropic cofounder Christopher OlahThe Vatican is treating AI as a core moral issue, not a side topic.Pope Leo is moving fast: a new AI commission lands just before his first major AI-focused encyclical.The message is clearly human-centered: dignity, justice, labor, and protection of people come first.Bringing in Anthropic cofounder Christopher Olah signals the Church wants direct dialogue with top AI builders, not just criticism from the sidelines.This looks like an attempt to shape AI norms early, before the technology's social impact hardens into policy and cultureThe AI economy is rewriting the American Dream — and blue-collar workers are poised to winThe rapid spread of AI across corporate America is creating a crisis for young adults with college degrees who are finding a slowdown in hiring for entry-level positions in AI-exposed industries.And yet: Don't hold your breath for the great AI job reshuffle, says Goldman Sachs—there's little evidence of ‘too many coders and not enough plumbers'And yet: Despite degrees being slammed as ‘useless' by Gen Z, data shows graduates have had the lowest unemployment rate of anyone for the last 20 yearsDSE, IFC host 'women on boards' session to strengthen female corporate leadershipDhaka Stock Exchange (DSE) PLC and International Finance Corporation (IFC) jointly organized an on-boarding session titled "Women on Boards (WOB)" aimed at enhancing women's participation in corporate leadership and decision-making processes.Starbucks Korea sacks CEO over controversial 'Tank Day' promotionStarbucks Korea thought it would be a brilliant idea to promote their new "Tank" line of coffee tumblers by declaring a special marketing event called "Tank Day." The catastrophic oversight? They launched it on May 18—the highly sensitive national anniversary of the 1980 Gwangju Democratic Uprising. For South Koreans, the word "tank" on this specific day immediately evokes the horrific memory of the military dictatorship deploying actual armored tanks to brutally crush and massacre pro-democracy protestersThe promotion featured the tagline: "put it on the table with a sound of 'Tak!'" (or "thwack on the desk"). In South Korea, "Tak!" is chillingly famous. In 1987, when the military regime tried to cover up the torture-induced death of student activist Park Jong-chul, police absurdly claimed the student just suddenly collapsed and died because an investigator struck a desk, making a "tak" soundSon Jung-hyun (Sohn Jeong-hyun), the CEO of Starbucks Korea, was summarily fired within hours of the campaign going livethe retail conglomerate that operates Starbucks Korea (Shinsegae Group) also fired the unnamed executive who planned and oversaw the campaign, while launching disciplinary proceedings against every other employee who let this pass the review stage.Shinsegae Group Chairman Chung Yong-jin was reportedly "furious" and ordered the immediate sacking of the CEO to "make an example."South Korean President Lee Jae Myung them as "low-class peddlers" engaging in "inhumane, bottom-feeding behavior" that mocked a blood-stained struggle for basic human rightsStarbucks US headquarters reportedly apologized as well, saying it deeply regretted the “unacceptable” marketing incidentBYD surges, Toyota falters as oil crisis boosts EVs in Australia AND Gas prices are rising. So is public transit ridershipAnd yet: EPA Claims ‘Overwhelming Rejection' of EVs as It Moves to Loosen Air Pollution RulesSPEED ROUNDFree gas from Cracker Barrel this summer: Here's how you can get it Sports Illustrated Just Deleted Every Article by One of Its Writers After Accusation of AI PlagiarismMayor Zohran Mamdani says first of NYC's five government-run grocery stores will open in the Bronx next yearAI CEOs Baffled by Hatred of Their Technology Southwest Airlines is banning humanoid and animal-like robots from its flights after a robot flies to DallasSwarm of Empty Waymos Descends on Unsuspecting Suburb, Circle Cul-de-Sacs for Hours on End Like Strange GhostsBeing a Crappy Boss to AI Chatbots Pushes Them Toward Spouting Marxist Rhetoric and Organizing With Their Compatriots, Researchers Find Elon Musk Says If We Don't Do Something About Corruption And Waste, 'The Ship Of America Is Going To Sink' —And We're All Going Down With ItHantavirus Ship Has Docked in Rotterdam As Its Passengers Face a 42-Day Quarantine Amid Nonexistence Cure

Bitcoin is hanging on the edge at $76K as Treasury yields surge to multi-month highs — sending a clear warning to risk assets across the board. The 10-year is climbing on hot inflation, the Iran war's oil shock, and growing doubts that new Fed Chair Kevin Warsh can deliver the rate cuts Trump is demanding. Spot Bitcoin ETFs just bled nearly $1 billion in 24 hours, BlackRock's IBIT led the redemptions, and Goldman Sachs quietly dumped its entire XRP and Solana ETF stacks while rotating into Hyperliquid. Add Toyota's motor oil shortage, grocery prices jumping 3.2%, NYDIG warning the CLARITY Act could stall past the midterms, and the House finalizing the bipartisan PARITY Act on crypto taxes — and the macro picture is shifting fast. Is Bitcoin on the verge of a deeper breakdown, or is the bond market warning us right before the biggest setup of the cycle? Let's break it all down. Learn more about your ad choices. Visit megaphone.fm/adchoices

This month's Q&A, we're getting into everything: the three books that changed how I think about money, how I went from Goldman Sachs to sick in bed on day one of my own company, and why I still say my biggest do-over would be working for Donald Trump. No scripts, no filters, just me, your questions, and the truth right off the cuff. Please keep submitting your questions below.

This week, Jason is joined by designer, entrepreneur, former Goldman Sachs executive, and social media powerhouse, Galey Alix, for a conversation about reinvention, resilience, and what happens when you bet on yourself before anyone else does.Before becoming one of the most recognizable names in home design, Galey spent 13 years at Goldman Sachs, where she rose from a $27,000-a-year call center role to becoming one of the firm's top-performing sales executives — eventually generating billions for the company and earning seven figures along the way. She opens up about the mindset, competitiveness, and “story selling” techniques that helped her succeed in one of the most intense corporate environments in the world.But behind the career success, Galey was privately struggling. She shares the deeply personal story of losing her fiancé just weeks before their wedding after opening up about her battle with an eating disorder — a moment that sent her into one of the darkest periods of her life. What followed unexpectedly changed everything.While stepping away from social media to focus on healing, Galey's home renovation videos quietly began going viral online. What started as decorating projects for fun soon exploded into a completely new career path — eventually leading to millions of followers, major brand partnerships, product lines carried nationwide, and her own television show, Home in a Heartbeat.Galey breaks down the business behind her success — from how she built a massive social media platform through “story selling” and emotional content, to why she believes creators today should focus more on digital platforms than traditional television. She also explains the financial realities of entrepreneurship, including the “Double Tarzan” strategy she used to transition out of corporate America while minimizing risk.Jason and Galey also dive into the economics of the design industry, how she approaches ROI in home renovations, why most designers structure their businesses incorrectly, and the surprising financial systems she uses to protect both herself and her clients.Beyond business, Galey opens up about perfectionism, burnout, anxiety, relationships, identity, and the pressure of constantly needing to achieve at the highest level. She shares why vulnerability ultimately became her greatest strength — both personally and professionally.From Wall Street to home design, and from heartbreak to building a multi-platform empire, Galey reveals what it really takes to reinvent yourself while staying relentlessly authentic along the way.Galey reveals all this and so much more in another episode you can't afford to miss!Subscribe to the Trading Secrets podcast!Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Video: Marc Colcer Guest: Galey AlixWealthfrontWealthfront's high-yield cash account: https://www.wealthfront.com/tradingsecrets.This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. Jason Tartick receives cash compensation from Wealthfront Brokerage for paid endorsement in his podcast, creating a conflict of interest. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC, member FINRA/SIPC.  Wealthfront Brokerage is not a bank. The base APY is 3.30% on cash deposits as of January 30, 2026, is representative, subject to change, and requires no minimum. If eligible for the overall boosted rate of 4.05% offered in connection with this promo, your boosted rate is also subject to change if the base rate decreases during the 3 month promo period. Additional terms and conditions apply, which can be found on wealthfront.com/tradingsecrets.  Funds in the Cash Account are swept to program banks, where it earns the variable APY. Same-day withdrawal or instant payment transfers may be limited by destination institutions, daily transaction caps, and by participating entities such as Wells Fargo, the RTP® Network, and FedNow® Service. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, bank-guaranteed or FDIC-insured, and may lose value.

Explore the fascinating intersection of culinary prestige and brand strategy as host Phillip Ramsey delves into the unexpected origins of Michelin star restaurants and their connection to the tire company. Uncover the ingenious marketing move that reinvented the Michelin brand. Phillip encourages listeners to think creatively about capturing market share through unconventional strategies. Reflecting on initiatives like Goldman Sachs' support for small businesses, he emphasizes impactful, long-term thinking. Tune in to discover how forward-thinking can lead to memorable brand success and inspire your own uncommon journey.

#715: She grew up with a Goldman Sachs dad. She still ended up broke in her 20's. Here's what changed. Haley Sacks - known online as Mrs. Dow Jones - joins us to talk about the five-step financial framework she calls IBIZA. Despite every advantage, she spent her twenties anxious, financially dependent, and charging dinners to her parents' credit card. One birthday trip to a Toronto restaurant crystallized the problem: she couldn't afford the life she wanted, so she borrowed someone else's money to fake it - and spent the rest of the night avoiding her phone while her mom texted about the charge. We talk about how money beliefs form by age seven, even when parents never say a word about finances. Haley's father had watched wealthy clients' children lose ambition and kept money out of the family conversation entirely. The lesson Haley absorbed anyway: money comes from outside yourself. The IBIZA framework walks through five steps - identify your earliest money memory, interrupt the patterns it created, zhuzh your mindset by replacing limiting beliefs, and act. The final step is tactical: a 15-minute timer, one small action, and a monthly money date to review spending and set goals. We also get into the concept of financial energy - the idea that you have a finite amount of mental bandwidth for money decisions each day. Spending it on coupons and skipping lattes leaves nothing left for the moves that actually build wealth: negotiating a raise, automating savings, maxing out tax-advantaged accounts. Haley also breaks down learned financial helplessness - the belief that the system is too broken to bother trying - and why pushing back against it puts you ahead of most people before you've done a single thing. Timestamps: Note: Timestamps will vary on individual listening devices based on dynamic advertising run times. The provided timestamps are approximate and may be several minutes off due to changing ad lengths. (00:00) — Your Childhood Is Running Your Bank Account (08:42) — Money beliefs form by age 7 (11:35) — Why financial independence matters (13:00) — The Momofuku story (17:04) — "Financial energy" — and why you're wasting it (24:35) — The IBIZA framework, explained (28:32) — I: Identify your money origin story (31:07) — "If you don't control your money, it controls your life" (32:31) — How pop culture shapes money beliefs (46:51) — I: Interrupt old patterns (54:24) — Learned financial helplessness (55:59) — Z: Zhuzh your mindset (59:06) — The Tyra Banks story (1:02:54) — A: Act — the 15-minute starter move (1:06:18) — The monthly money date Resource: Haley's book - Future Rich Person: The New Rules for Building Wealth (Even if You're Stuck, Broke, and that Billionaire Won't Text You Back...) Learn more about your ad choices. Visit podcastchoices.com/adchoices

Major Wall Street banks are now pushing back their expectations for Federal Reserve rate cuts as inflation risks and jobs data complicate the picture. We discuss what a longer wait for rate relief means for your bond portfolio, mortgage, and stock valuations.Today's Stocks & Topics: Golar LNG Limited (GLNG), Market Wrap, Bentley Systems, Incorporated (BSY), Jacobs Solutions Inc. (J), MercadoLibre, Inc. (MELI), Is Goldman Sachs Right About the Fed Rate Cut Forecast?, Autodesk, Inc. (ADSK), Newmont Corporation (NEM), VanEck Gold Miners ETF (GDX), Rio Tinto Group (RIO), Schwab U.S. Dividend Equity ETF (SCHD).Our Sponsors:* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.comAdvertising Inquiries: https://redcircle.com/brands