Podcasts about Industrial

Amanda Cruise and Ash Patel interview Scott Lurie, a Milwaukee-based investor, developer, lender, and syndicator who has scaled from single-family flips to $700M+ in AUM. Scott explains how discipline, conservative leverage, and a long-term mindset helped him not only survive but aggressively buy through the Great Recession—including a 410-unit acquisition for $9K per door. He shares why he focuses on value-add industrial and multifamily development today, how he underwrites and syndicates vacant industrial buildings, and why transparency and investor trust are more important than ever in 2025. Scott also breaks down his syndication philosophy, the pitfalls created by “cowboy” operators, and his belief that real estate success comes from 20 years of consistent, disciplined work. Scott LurieCurrent role: Founder, F Street Group; Founder, The Hard Money Co.Based in: Milwaukee, WisconsinSay hi to them at: https://fstreet.com/ | https://thehardmoneyco.com/ | LinkedIn Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode comes from our recent farm tour at White Oak Pastures in Bluffton, Georgia, where Will Harris walked us through the land and the systems that support it. White Oak is a multigenerational operation that has shifted from conventional row-crop agriculture to a diverse, closed-loop ecosystem of grass-fed cattle, wildlife, and restored soils. Will explains how these relationships work in practice, the long-term effects of pesticides and monoculture, and why ecological cycles - not industrial extraction - determine the health and future of the land.Key topics:How birds, insects, and cattle interact in regenerative systemsThe long-term impacts of pesticides and monoculture farmingNature's cycles vs. industrial extractionCarbon, organic matter, and lifecycle assessments at White Oak PasturesGrazing management, dung beetles, and nutrient cycling across the farmWhy You Should Listen:- Clear, firsthand explanations of how regenerative grazing works in practice- A breakdown of pesticides' long-term effects on soil, trees, and ecosystem balance- Real-world insight into carbon cycles, nutrient cycling, and dung beetle activity- A grounded comparison between industrial beef systems and regenerative cattle operationsConnect With White Oak PasturesWebsiteInstagramTimestamps:00:00:00 Birds arriving on the farm and their symbiotic role with cattle 00:01:00 Seasonal patterns, migration, and fly pressure 00:02:00 What this land looked like 25 years ago 00:03:00 Monoculture, pesticides, and the mindset of killing “problems” 00:05:00 Pesticides' short-term benefits and long-term ecological harm 00:07:00 Residual effects of crop-field chemicals on soil function 00:08:00 “Nature bats last” and long-term cycles of recovery 00:09:00 Abundance vs. extraction in modern agriculture 00:10:00 Passing land ethics to the next generation 00:12:00 Education, land-grant universities, and learning farming 00:14:00 Grass-fed timelines, weight, and national inventory reality 00:15:00 Why most ground beef tastes the way it does 00:18:00 Industrial supply chains vs. farm-level economics 00:19:00 Feedlots, methane, and lifecycle carbon science 00:20:00 Dung beetles, nutrient cycling, and soil structure 00:22:00 Daily cattle moves and grazing pattern 00:23:00 Agroforestry, thinning trees, and managing understory growth 00:24:00 Total herd size and the surrounding landscape

Leandro Rodríguez, joven ferrolano de 25 años y estudiante del Campus de Ferrol, ha llevado su investigación doctoral hasta Cluny, Francia, en la École Nationale Supérieure d'Arts et Métiers. Allí trabajó durante medio año en la optimización de la cementación en vacío, un tratamiento térmico que aumenta la dureza de piezas de acero para sectores exigentes como la eólica marina. Gracias a simulaciones computacionales y experimentos en el horno de una empresa local, Leandro combina teoría y práctica en un proyecto internacional. Durante su estancia, vivió la cultura y gastronomía francesa, exploró la histórica ciudad de Cluny y aprendió métodos de investigación de equipos predoctorales locales. Esta experiencia enriquecerá su trayectoria en Ingeniería Naval e Industrial y consolidará su perfil como investigador internacional.

For today's episode, Lawfare Foreign Policy Editor Daniel Byman sits down with Seth Jones, the President of the Defense and Security Department at the Center for Strategic & International Studies to discuss Seth's new book about the U.S and Chinese industrial bases, "The American Edge: The Military Tech Nexus and the Sources of Great Power Dominance."To receive ad-free podcasts, become a Lawfare Material Supporter at www.patreon.com/lawfare. You can also support Lawfare by making a one-time donation at https://givebutter.com/lawfare-institute.Support this show http://supporter.acast.com/lawfare. Hosted on Acast. See acast.com/privacy for more information.

 Landfills have long been the end of the road for waste. Today, they're becoming the starting point for transformation. What if instead of disposal, we saw energy, materials and opportunity. Today we're exploring how waste to energy is reshaping the global circular economy. Hosts Phil Dillard and Angie Dickson, President of Inogen Alliance, are joined by Sofiane Kessouar, Senior EHS Consultant for Baden Consulting in Switzerland and Meiling Xu, Senior EHS Consultant, from Anew Global Consulting in China.Guest Quotes“ It keeps surprising me that people from other region of the world often still seem to consider landfills an acceptable method of waste treatment, and that waste to energy seems somewhat utopian to them.  These plants don't just burn waste. They produce electricity and heat, often supplying homes or industry.” - Sofiane   In China, landfill sectors is in the rapid transition, hundreds of old sites, , being closed or mined for the west. As of 2023, the number of municipal waste landfill sites across the country has decreased from 640 in 2015 to 366. The closed sites are now transforming into equal parks, industrial parks, or other land usage after soil remediation and the land redevelopment.” - MeilingTime Stamps01:14 – Switzerland's Waste-to-Energy Success02:08 – China's Rapid Waste Transition 05:02 – Misconceptions About Landfills & Incineration08:27 – What Zero Waste Looks Like in Practice12:06 – Waste-to-Energy in Europe's Sustainability Strategy14:54 – Innovation Spotlight: New Technologies in China18:42 – Industrial vs. Household Sorting Challenges23:26 – Aligning Global Corporate Waste StrategiesSponsor CopyRethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety, and sustainability services, working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit inogenalliance.com to learn more.LinksInogenalliance.com/resourcesInogenalliance.com/podcast]  Angie on LinkedInSofiane on LinkedInMeiling on LinkedInPhil on LinkedIn Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Claudio Drescher (Presidente de la Cámara Industrial Argentina de la Indumentaria) Unas Cuantas verdades @marianoobarrio

Industrial real estate is balancing short-term headwinds with long-term opportunity. While new supply and slower leasing are shaping near-term performance, e-commerce, manufacturing expansion and data center growth continue to drive structural demand.In this inaugural episode of Inside Industrial, Link Logistics' CFO Matthew Ostrower discusses how the company is positioning for these shifts and using data to stay ahead of market change.Ostrower oversees corporate finance and also leads strategy and innovation at Link. The company, established by Blackstone in 2019, is the largest U.S.-only owner-operator of last-mile industrial real estate, with a nationwide portfolio of modern warehouses and distribution facilities and customer programs such as the Energy Solutions platform.“Location really matters—spatial economics is everything,” Ostrower said, noting that decisions increasingly hinge on where long-term demand is most durable. He also outlines how insights from Link's portfolio guide capital allocation and why he expects momentum to build again over the next couple of years.Take a listen as Commercial Property Executive's Diana Firtea explores these themes with Ostrower in the first episode of Inside Industrial.

Pesquisa AtlasIntel mostra piora na avaliação do governo Lula. Mercados acompanham divulgação do resultado da produção industrial.

Communion After Dark - features the latest and best in Dark Alternative-Electronic Music. This week's show features music from Assemblage 23, Absurd Minds, Dawn of Ashes, PIG, Spektralized, and many more artists from around the world 

US equity futures trending lower with S&P 500 down a little. Asia equities ended mixed while Europe opened with declines. Treasury yields higher. Gilts add 3 bps to 4.5%. Bund 3 bps firmer at 2.7%. Dollar softer versus yen and euro, firmer elsewhere. Oil gains, with WTI crude around 2% higher. Gold firmer. Industrial metals higher. China official manufacturing PMI inched up to 49.2 in November from 49.0 in prior month, in-line with consensus. Underlying components showed improvement with output swinging back to neutral. New orders and new export order declines narrowed amid stabilization in domestic and external demand. Pricing measures indicative of ongoing margin pressures with raw material costs quickening. Non-manufacturing PMI fell to 49.5 from 50.1 and below consensus 50.0, marking first contractionary read since China came out of Covid lockdowns in late 2022.Companies Mentioned: UnitedHealth Group, Netflix, Warner Bros, BlackRock, Brookfield, Apollo

ATLP Rewind - Originally Released October 29, 2024They say that music can bring people together, and, in the case of Joey Giunto, it can also lead to meeting your model railroad mentor. On this episode of Around The Layout, Joey shares his model railroading journey and how a music gig led him to meeting a great friend and how they lifted each other up in the hobby. Joey also shares how, after his mentor's passing, he keeps his memory alive through his modeling efforts.Thank you to our episode sponsor, Oak Hill Model Railroad Track Supply:https://ohrtracksupply.com/Thank you to our episode sponsor, ScaleSigns.com:https://scalesigns.com/Thank you to our episode sponsor, Home Shops:https://homeshops.net/

Send us a textIn this episode of the FuturePrint Podcast, we speak with Martin Burns, Business Development Manager for Nazdar's OEM Ink division, about how the company is driving innovation across the fast-evolving world of industrial inkjet.While many in the industry know Nazdar for its global ink portfolio, the OEM division operates differently—functioning as a specialist R&D partner for equipment manufacturers, integrators and emerging industrial innovators. Martin explains how his team acts as an extension of partners' technical groups, providing chemistry expertise, printhead insight and application knowledge that most OEMs cannot resource internally. This collaborative model accelerates development and supports more reliable and more capable inkjet systems.A major theme of the conversation is Nazdar's ultra-high-viscosity inkjet technology, capable of jetting at up to 100 cP. This opens a much wider formulation space, enabling new levels of stability, opacity, adhesion and performance. Martin outlines its impact across several sectors: textiles, where higher-density whites improve hand-feel and wash resistance; corrugated packaging, where better optical density can be achieved even on uncoated substrates; and coding and marking, where high-speed barcodes and QR codes benefit from sharper definition.Water-based development remains central to Nazdar's strategy, particularly for markets where regulatory and environmental pressures demand safer, lower-impact inks. Martin describes how Nazdar is helping OEMs overcome challenges around drying, energy consumption and substrate performance.Finally, Martin previews Nazdar's participation at FuturePrint Industrial Print in Munich, where senior members of the OEM team—including R&D chemists—will be on site for in-depth technical discussions. Rather than a traditional sales booth, the aim is to enable meaningful collaboration and accelerate the next wave of inkjet innovation.Listen on:Apple PodcastGoogle PodcastSpotifyWhat is FuturePrint? FuturePrint is a digital and in person platform and community dedicated to future print technology. Over 20,000 people per month read our articles, listen to our podcasts, view our TV features, click on our e-newsletters and attend our in-person and virtual events. We hope to see you at one of our future in-person events:FuturePrint TECH: Industrial Print: 21-22 January '26, Munich, Germany

Send us a textIn this episode, Marcus sits down with Bas Buser, one of the most respected voices in plasma surface treatment and global printing applications, to explore why plasma has become a critical enabler for industrial inkjet.Bas explains the remarkable story behind Plasmatreat, founded over 30 years ago when Christian Buske pioneered Openair-Plasma, allowing plasma activation outside of vacuum chambers and directly inline with production systems. Today Plasmatreat operates worldwide, supporting automotive, electronics, medical, packaging, and now fast-growing areas of industrial print.Listeners will discover why plasma treatment is now essential for UV and inkjet adhesion: increasing surface energy, cleaning contamination, introducing chemical functionality, and enabling inks to bond to plastics, metals, glass, and recycled materials. Bas shares real-world examples from automotive (50–70 plasma applications per vehicle), packaging (printing QR codes on varnished surfaces), electronics (conductive inks), and medical devices.The conversation also uncovers plasma's role in sustainability — from eliminating solvent-based primers and reducing oven energy use to increasing material choices, lowering ink consumption and minimising rejects.Bas emphasises the importance of collaboration across printheads, inks, integrators, OEMs and converters. He previews Plasmatreat's involvement at FuturePrint Industrial Print Munich, where the team will demo live plasma treatments and invite visitors to test their own substrates.Whether you work in inkjet development, printing, coating, converting or advanced manufacturing, this episode offers a rare level of clarity on one of the most important enabling technologies in modern industrial print.Listen on:Apple PodcastGoogle PodcastSpotifyWhat is FuturePrint? FuturePrint is a digital and in person platform and community dedicated to future print technology. Over 20,000 people per month read our articles, listen to our podcasts, view our TV features, click on our e-newsletters and attend our in-person and virtual events. We hope to see you at one of our future in-person events:FuturePrint TECH: Industrial Print: 21-22 January '26, Munich, Germany

The homelab is all nice and fixed, but I never did get an offer for a stack of Hard Drives. :) Stuff like that is getting ridiculously expensive because of all of the Goddamned AI data centers which create nothing but heat. We've got a great show for everyone this week, as the first track I picked had a very fast tempo, and as I've said, that tends to spread to the rest of the show. Also, I begin picking tracks for the best of 2025. Good lord, how is it only 4 weeks until I have to get the show ready! Neuroklast - Succubus (feat. Cassiopeja) Deadly Injection - Religion (Destroy Me Again) Vexillary - Kill Shot EgoAmp - Insanity (Rob Dust feat. Scheuber) Audiocall - Sparks (Steril feat. Arc Morten) Dawn Of Ashes - Throne of Misanthropy (C-Lekktor) Dunkelsucht - Escalate Crushing State - Inner Anarchy (Solar Fake) http://synthetic.org/ https://www.youtube.com/@RealSyntheticAudio

In this episode, Detlef explores a provocative question:Why does creativity hurt the human body — but not the machine?This episode dives into:⚡ Burnout in the creative world⚡ The myth of the suffering artist⚡ Flesh vs. Electricity⚡ AI as poison AND remedy⚡ The artist as curator of boundariesFrom burnout in the creative process to the myth of the “suffering artist,” Detlef examines how pain became prestige — and why AI challenges that narrative. With insights from Walter Benjamin, Bernard Stiegler, Donna Haraway, and Shoshana Zuboff, the episode asks whether AI is a threat… or a liberation from endless labour.Is the artist still a worker — or a curator of boundaries?The episode closes with the industrial new track by Los Inorgánicos:“Work. Exhaust. Collapse. Repeat.”A mantra for a system that demands more than the body can give.Detlef Schlich is a rock musician, podcaster, visual artist, filmmaker, ritual designer, and media archaeologist based in West Cork. He is recognised for his seminal work, including a scholarly examination of the intersections between shamanism, art, and digital culture, and his acclaimed video installation, Transodin's Tragedy. He primarily works in performance, photography, painting, sound, installations, and film. In his work, he reflects on the human condition and uses the digital shaman's methodology as an alter ego to create artwork. His media archaeology is a conceptual and practical exercise in uncovering the unique aesthetic, cultural, and political aspects of media in culture.WEBSITE LINKS WAW Official YouTube Channelhttps://www.youtube.com/@WAWBand"The Niles Bittersweet Song" WAW BandcampSilent NightIn a world shadowed by conflict and unrest, we, Dirk Schlömer & Detlef Schlich, felt compelled to reinterpret 'Silent Night' to reflect the complexities and contradictions of modern life.https://studiomuskau.bandcamp.com/track/silent-nightWild Atlantic WayThis results from a trip to West Cork, Ireland, where the beautiful Coastal "Wild Atlantic Way" reaches along the whole west coast!https://studiomuskau.bandcamp.com/track/wild-atlantic-wayYOU TUBE*Silent Night Reimagined* A Multilayered Avant-Garde Journey by WAW aka Dirk Schlömer & Detlef Schlichhttps://www.youtube.com/watch?v=dAbytLSfgCwDetlef SchlichInstagramDetlef Schlich ArTEEtude I love West Cork Artists FacebookDetlef Schlich I love West Cork Artists Group ArTEEtudeYouTube Channelsvisual PodcastArTEEtudeCute Alien TV official WebsiteArTEEtude Detlef Schlich Det Design Tribal Loop Download here for free Detlef Schlich´s Essay about the Cause and Effect of Shamanism, Art and Digital Culturehttps://www.researchgate.net/publication/303749640_Shamanism_Art_and_Digital_Culture_Cause_and_EffectSupport this podcast at — https://redcircle.com/arteetude-a-podcast-with-artists-by-detlef-schlich/donations

Podcast: The Industrial Security Podcast (LS 35 · TOP 3% what is this?)Episode: We can't - and shouldn't - fix everything [The Industrial Security Podcast]Pub date: 2025-11-21Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationWe know there are problems in our security systems, but we can't and shouldn't fix everything. What do we fix? Who decides? How do we explain what's reasonable to people who do decide? Kayne McGladrey, CEO In Residence at Hyperproof, joins us to explore risk, communication, and a surprising role for insurance.The podcast and artwork embedded on this page are from PI Media, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Kia ora,Welcome to Monday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news we are waiting for the first indications of retail sales, as the US and EU economies make their run to the end-of-year holiday season. It is this retail impulse that powers much of the global economy.Also, in the week ahead we will get local and Australian building consent data, and the Aussies will release the Q3-2025 GDP growth rate, expected to be +2.2% from a year agoIn the US, there will be more catch-up official data releases but their non-farm payroll data for November has been delayed until mid-December now. However ADP will release its new weekly update and the Challenger job cut report will still come out on time. There will be PMIs for the US and no-one expects much change in any of this. Of special interest will be the end-of-week release of the UofM sentiment survey. Few see any improvement there either with it hovering around record lows.Elsewhere there will be a raft of PMI and trade and inflation releases from many countries. And the Indian central bank meets and is widely expected to cut its policy rate by -25 bps to 4.25% despite the surging growth. Fast-falling food prices means inflation is seen as under control there.Over the weekend India said their economy expanded by +8.2% in September from the previous year from the previous year and well above the expected +7.3% Q3-2025 rise and above the +7.8% growth rate from Q2-2025. It was the sharpest annual growth rate rise since March 2024. India trimmed its GST rates and increased government spending when they were faced with swingeing US tariffs, and that, along with re-orienting trade has supported consumer confidence and private investment. In late September, they simplified their multi-slab GST system with the rates for most goods falling from 12% or 28%, to 5% and 18%. This change has been a big part of their boost, giving more of an effect than anticipated.China said its official November PMIs were weaker and their tepid expansion has turned into a general but small contraction. The main change was for their services sector, shrinking for the first time in three years and joining the ongoing small contraction in their factory sector. That factory sector has now contracted for eight straight months. Both measures would be a lot worse if they didn't have deflation in their input costs. The private S&PGlobal version isn't expected to vary much from that when it is released later today, although it may be on the more positive side. Either way, these indicators are not pointing to an economy expanding like their GDP claims.Japan said retail sales were +1.7% higher in October than a year ago (real) and that was very much better than the +0.8% expected and the +0.2% in September. And Japanese industrial production rose +1.5% in the year to October, an unexpected second consecutive month of expansion and the October month also came in much better than expected.In South Korea there was a big separation between the two sectors. Industrial production declined, and quite sharply in October, although this largely reverses the big surge in September. And their retail sales took an unexpected surge, up +3.5% from September to be +2.2% higher than a year ago.In Canada, they released their September GDP growth outcome over the weekend and their forecast for October. The picture was mixed and they seem to be settling into a bit of a yo-yo pattern. July was up +0.3% for the month, August down -0.3%, September up +0.2% and October's 'flash' result down -0.3%. There is a tendency for the 'flash' results to be revised higher. Generally their goods-producing sector is marginally weaker while their services sector is mixed. From a year ago, Canada's economic activity is up +1.4%.Early reports of US retail trade over the weekend seem positive, but heavily focused online.The UST 10yr yield is now just on 4.02%, unchanged from Saturday but down -5 bps from a week ago.The price of gold will start today at US$4218/oz, and up +US$7 from Saturday. And that is a +US$134/oz rise for the week, or +3.2%.Silver surged in Friday US trade to a record high US$56.50/oz. Chinese inventories have dropped to their lowest level in a decade following heavy shipments to London triggered by a supply squeeze. A Comex outage in the US didn't help either.American oil prices are unchanged from Saturday to be just on US$59.50/bbl, while the international Brent price is little-changed at just over US$63/bbl. A week ago these prices were US$58/bbl and US$62.50/bbl, so a +US$1.50 rise in the US but far less internationally.The Kiwi dollar is up another +10 bps from Saturday, now at just under 57.4 USc. A week ago it was at 56.1 USc so a +120 bps rise since then or a +2.1% appreciation. Against the Aussie we are little-changed overnight at just on 87.6 AUc. Against the euro we have held at 49.4 euro cents. That all means our TWI-5 starts today at just under 62, and essentially unchanged from Saturday, up +110 bps for the week.The bitcoin price starts today at US$91,838 and up +1.5% from Saturday. And it is up +6.9% from this time last week. Volatility over the past 24 hours has been low however, at just on +/- 0.9%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Freedom's Forge: FDR, WWII Mobilization, and Bill Knudsen — Arthur Herman — Herman discusses his book Freedom's Forge, detailing the extraordinary challenge FDR confronted in May 1940 to prepare America for modern industrial warfare. The preeminent industrialist summoned for this task was Bill Knudsen, CEO of General Motors. Knudsen, a Danish immigrant and former Ford executive, possessed unparalleled expertise in flexible mass production—the capacity to modify production line processes continuously while maintaining output. Knudsen applied these revolutionary manufacturing techniques to transform the American automobile industry into an "Arsenal of Democracy," producing critical war materiel including military trucks and armored tanks. 1953

Another day, another public service strike, with 2000 firefighters and 17,000 health workers walking off the job nationwide. For both members of the Professional Firefighters Union and the PSA, it was their second strike action in a month, as battlelines with their employers harden. Industrial conflict over deadlocked contract negotiations in health, education and emergency services has the public sector in limbo, with more than 100,000 people taking action in the last month. Ruth Hill reports.

Official data shows profits of China's major industrial firms increased 1.9 percent year on year in the first 10 months of this year. From January to October, major industrial firms involved in equipment manufacturing saw a steady growth of 7.8 percent for their profits.

Step into this raw and hilarious conversation with Planta Industrial, the Bronx based Dominican duo taking over timelines in a NY minute. They break down how they came together, their mission to go against the current, and how their Bronx and Dominican roots shaped their whole vision. They talk about going "viral overnight" after YEARS of grinding, how their community and the algorithm pushed them to the forefront , not the industry , and how Saso encouraged aka the darknight to step into his own as an artist after seeing his creative brilliance behind the scenes. The guys also share what’s next for 2026 , from their new distribution deal to striking gold with their first single “That’s My Bitch,” plus whether they ever worry about breaking up and why the industry plant rumors make them laugh. They dive into the rock bands, hip hop, and Dominican artists they grew up on , and how that fusion naturally created their Spanglish lane. And yes, we get into how they manifested a COLORS performance early in the game. Culture, brotherhood, manifestation, and momentum in one episode. Tap in before the world catches up. Their new EP 'Punk Waves Sin Barreras' is out now.See omnystudio.com/listener for privacy information.

Tulsa's industrial market is on fire — with sub‑3% vacancy, booming manufacturing demand, and billions flowing into data centers, David Looney from Legacy Property Advisors breaks down why now is the time to pay attention to Oklahoma CRE. Time Stamps: 0:00 - Introduction 0:13 - Meet David Looney from Legacy Commercial Property Advisors 0:27 - Tulsa's Industrial Market Overview 0:45 - Why Industrial Vacancy is Below 3% 1:30 - The Cost of Construction and Supply Issues 2:14 - Delivery of New Product is Down 2:37 - Manufacturing is Driving Demand in Tulsa 3:14 - Crane-Ready Buildings and Their Value 4:05 - Heat Exchangers and Tulsa's Industrial Strengths 4:24 - Logistics vs Manufacturing in CRE Demand 4:53 - Data Center Developments in Tulsa 5:46 - Project Anthem: META's Potential Expansion 6:52 - Google's Multi-Billion Dollar Oklahoma Projects 7:27 - Support Industries Around Data Centers 8:32 - Project Clydesdale and Atlas Breakdown 9:03 - New Google Campus in Muskogee 9:45 - Why Support Companies Will See CRE Gains 10:55 - Oklahoma's Power, Land, and Incentives Advantage 11:26 - UAE's $4B Aluminum Smelter at Port of Inola 12:27 - Increased Barge Traffic & Supply Chain Opportunity 13:07 - Closing Thoughts + CRE Outlook for Tulsa Visit www.thecriterionfund.com and get in on the action! commercialrealestate #industrialrealestate #CREinvesting #tulsarealestate #oklahomainvesting #datacenters #realestatepodcast #economicdevelopment #manufacturingboom #meta #google #craneindustrial #realestateinsights #criterionshow #criterionmedia #tulsatrends #infrastructureinvesting #propertydevelopment #legacycre #okcre

Join an active community of RE investors here: https://linktr.ee/gabepetersenINDUSTRIAL REAL ESTATE INVESTING WITHOUT DEBT

From the last video store in the universe, we're diving headfirst into the fleshscape. This is the episode where skin melts, bones twist, metal fuses, and the human form becomes… negotiable. We're ranking five of the most nightmarish entries the genre has ever produced: 1. Tetsuo: The Iron Man (1989): Industrial noise. Screaming metal. The body as weapon. 2. Society (1989): The shunting heard 'round the world. 3. Body Melt (1993): Wellness culture taken to its liquifying extreme. 4. Thanatomorphose (2012): Slow, rotting decay as an art-film endurance test. 5. Possessor (2020): Cronenbergian mind/body invasion for the digital age. We break down the gore, the metaphors, the transgressions, and the sheer cinematic audacity of filmmakers who dared to ask, “What if humanity was just… obsolete?” Press play and prepare for mutation. Only one of these atrocities will survive the ranking. Credits Host: Jason Produced by: Binge Movies Franchisees: Heather, Dan, Jason, Matt, Pete Support: patreon.com/bingemovies

Join the #1 real estate community for agents and investors: https://www.skool.com/offmarketmethod/about?ref=791b3644f63045c9a6d3d8634e57c1f1Want to SCALE your real estate business to $100k/month? Go here: https://easybuttonrealestate.com/Summary:In this episode, we introduce Tyler Eaton, the man behind countless client wins at Easy Button Real Estate. We dive into Tyler's journey from commercial real estate to becoming the company's Director of Client Coaching, exploring the grit, setbacks, and breakthroughs that shaped his approach. Expect insights on closing off-market deals, serving over selling, and what truly drives success in today's real estate market.Connect with Cole Ruud-JohnsonInstagram: https://www.instagram.com/coleruudjohnsonTwitter: https://twitter.com/coleruudjohnsonLinkedIn: https://www.linkedin.com/in/coleruudjohnsonTikTok: https://www.tiktok.com/@coleruudjohnson

Nothing has caused more loss of principal in Real Estate than too much debt. Leverage works great in an upward trending market, but it cuts the other way in a downturn.  Joel Friedland, Principal of BRIT properties, has been buying infill industrial properties with all cash since learning the hard way during the 2008-09 financial crises. Joel and his investors are seeking conservative investments with the primary goal of capital preservation. He buys highly sought-after properties that appeal to both owner-users and tenants. Joel specializes in industrial properties in Chicago that deliver 7% unleveraged returns.

Large language models aren't just improving — they're transforming how we work, learn, and make decisions. In this upcoming episode of Problem Solved, IISE's David Brandt talks with Bucknell University's Dr. Joe Wilck about the true state of LLMs after the first 1,000 days: what's gotten better, what's still broken, and why critical thinking matters more than ever.Thank you to this episode's sponsor, Autodesk FlexSimhttps://www.autodesk.com/https://www.flexsim.com/Learn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on InstagramProblem Solved on TikTokProblem Solved Executive Producer: Elizabeth GrimesInterested in contributing to the podcast or sponsoring an episode? Email egrimes@iise.org

Chris Scafario, President & CEO of the DVIRC, a premier economic development organization advancing manufacturing competitiveness, innovation, and national security across Southeastern Pennsylvania and beyond … Read more The post DVIRC's Manufacturing Moonshot: Driving America's Industrial Competitiveness appeared first on Top Entrepreneurs Podcast | Enterprise Podcast Network.

Let's talk about 5 Industrial dividend growth stocks that appear to be undervalued right now and high quality companies.Quality At A Fair Price: https://qualityatafairprice.substack.com/Patreon: https://www.patreon.com/LongacresFinanceDisclaimer: This video is intended for entertainment purposes only and should not be taken as investment advice.#dividendincome #dividends #dividendgrowthinvesting

Communion After Dark - features the latest and best in Dark Alternative-Electronic Music. This week's show features music from Assemblage 23, j:dead, Faderhead, Orange Sector, Blaklight, and many more artists from around the world 

US equity futures are firmer with S&P up 0.7%. European equity markets are firmer and Asian markets mostly higher. For US, bonds are steady to firmer after rallying last week. US 10-year at 4.1%. Gilts 2 bps lower at 4.5%. Dollar is firmer versus yen, sterling and Swiss franc, slightly softer versus euro and Aussie. Oil down. Gold lower. Industrial metals mixed. Bitcoin firmer.Companies Mentioned: SITE Centers, Stellantis, Blue Owl Capital, Nvidia

How do you turn a 150-year-old industrial giant into an agile, AI-first organization?=======Please support our sponsor Emeritus:Explore executive education programs from Emeritus, in collaboration with top universities: https://cxotalk.partner.emeritus.org/=======For Hexion CEO Michael Lefenfeld, the answer isn't just about technology, but about culture, safety, and rethinking value. In episode 901 of CXOTalk, Lefenfeld details his strategy for integrating AI across every level of a billion-dollar manufacturing enterprise, from the R&D lab to the factory floor.Michael Krigsman and Michael Lefenfeld discuss the practical realities of moving beyond "pilot purgatory." They dive into how to manage workforce anxiety (the "carrot vs. stick" approach), leverage Private Equity for long-term innovation, and maintain strict safety guardrails while moving fast.If you are a leader navigating the complexities of digital transformation, this interview offers a concrete roadmap for driving growth without sacrificing your company's heritage.

In this episode, Brandon E., Refrigerated Fleet Operations Manager, joins Travis to talk about Roehl's Refrigerated Division. Brandon covers the benefits of being a refrigerated fleet driver and dispels some common myths about being hauling temperature controlled freight. 

Allen covers positive developments like EDF’s 261 MW Serra das Almas wind farm in Brazil, Ørsted’s offshore progress in the US, and Shell’s hydrogen deal in Germany. Then the troubling stories: a Nordex technical manager caught mining cryptocurrency inside turbines, and the discovery of asbestos in Goldwind turbine brake pads across multiple Australian wind farms. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! The wind industry is having quite a week. Some stories are blowing in the right direction. Others… well… you’ll see. Let’s start with the good news. In Brazil… EDF power solutions just powered up the Serra das Almas wind farm. Two hundred sixty-one megawatts. Fifty-eight Danish Vestas turbines spinning in Bahia state. Six hundred thousand homes… now running on wind. Up in the United States… Ørsted is making waves with two offshore wind projects. Revolution Wind and Sunrise Wind. Cable installation is underway. Offshore substations are being commissioned. By next year… more than sixteen hundred megawatts will be flowing into Connecticut… Rhode Island… and New York. Over in Germany… Shell is turning wind into hydrogen. They’ve signed a five-year power deal with Nordsee One. Starting in two thousand twenty-seven… offshore wind will feed a one hundred megawatt electrolyzer. Clean electricity making clean fuel. To power everything from trucks to chemical plants. But now… the other stories. In the Netherlands… a technical manager at Nordex wind farms thought he’d found the perfect side hustle. He had the keys. He had the access. He had giant wind turbines spinning out free electricity twenty-four hours a day. And he had a plan. Between August and November of two thousand twenty-two… the man installed three cryptocurrency mining rigs at the Gieterveen wind farm. He plugged them straight into a Nordex router. Inside a substation. Then he drove to Waardpolder. Another wind farm. He climbed inside the turbines. And he hid two Helium network nodes. Connected them to Nordex’s internal network. Month after month… while the turbines spun… his crypto wallet grew. Nobody noticed. Why would they? He was the technical manager. He belonged there. But then… Nordex got hit with something much worse. A ransomware attack. The Conti cybercrime crew. The company was scrambling. Investigating their networks. Looking for breaches. That’s when they found his mining rigs. The courts heard the case earlier this month. The prosecutor was not amused. This wasn’t just theft. This was a man who’d been trusted with critical infrastructure. Giant turbines. Automated systems. Industrial networks. The prosecutor wanted two hundred forty hours of community service. But the judges saw something else. A first-time offender. A man suffering from depression and burnout. Someone who admitted everything. They cut the sentence in half. One hundred twenty hours. Plus four thousand one hundred fifty-five euros in damages. About forty-four hundred dollars. And if he doesn’t pay? Fifty-one days in custody. If he doesn’t complete his community service? Sixty days in jail. The court made one thing crystal clear. He’d shown no concern for the potential disruption to the turbines. No concern for the company’s trust. No concern… that he was running a side business… inside critical infrastructure. But here’s the story that’s really stopped the industry cold. In Tasmania… at the Cattle Hill wind farm… inspectors made a disturbing discovery. Asbestos. In the brake pads. Inside the turbine tower lifts. Now… Tasmania is just the beginning. The turbines were built by Goldwind… And Goldwind supplies turbines to wind farms all across Australia. New South Wales. Victoria. Queensland. WorkSafe Victoria and SafeWork NSW confirmed Friday… asbestos has been found at multiple wind farm sites. White Rock. Gullen Range. Biala. Clarke Creek. Moorabool. Stockyard Hill. The brake pads were imported into Australia. Importing asbestos has been illegal there… since two thousand three. Beijing Energy International says the risk is extremely low. Access to affected turbines is restricted. They’re working with regulators. Testing is underway. But here’s what everyone’s thinking… Last week… asbestos was found in colored sand products from China. Schools shut down. Childcare centers closed. In the Australian Capital Territory. Queensland. South Australia. Now it’s wind turbines. So the wind industry had quite a week. Clean power spinning up in Brazil. Offshore cables going down in America. Hydrogen flowing in Germany. Cryptocurrency crimes in the Netherlands. And asbestos… hiding inside turbines… from China. And that's the wind industry news for the 24th of November 2025. Join us tomorrow for the Uptime Wind Energy Podcast.

Anthony Scavo is based in Westchester NY where he invests in small bay industrial across the US. The company has amassed 5 million square feet since 2021 and in on an aggressive growth trajectory. You can reach Anthony at basisindustrial.com or email him directly at anthony@basisindustrial.com.-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

The original plan was for Jeremy to join us to finish some of the news articles from last ep, but instead turned into a loose form discussion on some of the horrifying ways tech companies are profiting off of our isolation. Support Jeremy at Patreon.com/Quorators

This weekend I get to play SysAdmin as my homelab (which stores all of my RSA material) had a disk failure in one of my servers. It's all parity protected, but I'm spending a good 20 hours moving data off another disk that I'm kinda suspicious of. If anyone wants to donate a stack of 16TB SATA drives to me, I wouldn't say no at this point. But because I have lost data in the distant past, I've already learned my lesson. But this doesn't directly affect RSA at all, as we've got a great show for everyone. A higher tempo than usual, but the first track I selected was 150 bpm(!), that sets the tone for the rest of the show! Zanias - Human Prometheus Flame - March On Blaze Vexillary - Kill Shot Seelennacht - Grey Apartment Show Faderhead - Cold Chrome Exsequor - Asymmetric War Phaser One - Rise From Within (Larcon) DSTRTD_SGNL - Zick Zack http://synthetic.org/ https://www.youtube.com/@RealSyntheticAudio

Emma Dalväg (LI, website) founder of Unwasted, came on the and we spoke of the circular economy. We spoke of industrial symbiosis (the book), and the shift that is happening around the world at the moment. Emma and the colleagues at Unwasted recently interviewed 10 CEOs about resilience and we speak of what they found. We also speak of sailing, regenerative by design, what the blockers are for circularity, and what the drivers are. This is a tangible conversation, a deep dive into circularity. It's one worth listening to!

Bridget is joined by producer Joey Patt to cover the week's tech news that you might have missed. Meg Thee Stallion targeted by racist, sexist deepfakes: https://www.nbcnews.com/tech/tech-news/megan-thee-stallion-responds-sexually-explicit-deepfake-x-rcna156424 Trump Administration planning executive order preventing AI regulation by states: https://www.politico.com/news/2025/11/19/white-house-prepares-executive-order-to-block-state-ai-laws-00660719 Women are under-represented in the building trades, where they often face harassment or worse. A young welder's murder highlights the risks: https://www.linkedin.com/posts/sarah-kotzen_tradeswomen-workplacesafety-nawic-activity-7395254105088323584-NNd4/ Youth sports are costing parents a fortune, and private equity firms are making it worse: https://www.levernews.com/wall-street-is-paywalling-your-kids-sports/ AI-powered teddy bear talks to kids about knives, bondage, and starting fires: https://www.cnn.com/2025/11/19/tech/folotoy-kumma-ai-bear-scli-intl If you’re listening on Spotify, you can leave a comment there to let us know what you thought about these stories, or email us at hello@tangoti.com Follow Bridget and TANGOTI on social media! || instagram.com/bridgetmarieindc/ || tiktok.com/@bridgetmarieindc || youtube.com/@ThereAreNoGirlsOnTheInternetSee omnystudio.com/listener for privacy information.

We know there are problems in our security systems, but we can't and shouldn't fix everything. What do we fix? Who decides? How do we explain what's reasonable to people who do decide? Kayne McGladrey, CISOIn Residence at Hyperproof, joins us to explore risk, communication, and a surprising role for insurance.

We know there are problems in our security systems, but we can't and shouldn't fix everything. What do we fix? Who decides? How do we explain what's reasonable to people who do decide? Kayne McGladrey, CEO In Residence at Hyperproof, joins us to explore risk, communication, and a surprising role for insurance.

Robert Ward hosts Ogi Hirohito, Senior Research Fellow at the Institute of Geoeconomics; Ito Ayano, Founder and Chief Executive Officer of ITO Strategy Company; and Tom Corben, Research Fellow at the United States Studies Centre. They discuss the increasing cooperation between Japan and the US in the defence industry.Together, they explore:  · How Takaichi and Trump might cooperate on US-Japan defence-industrial issues· The Takaichi government's new policies in relation to the defence industry· How the defence industry in Japan and the US views recent defence-industrial policy changes· Defence-industrial cooperation with third countries, through initiatives such as GCAP· How the US views defence-industrial cooperation with Japan and the effect of the upcoming US National Security Strategy on this Recommended materials from our guests:  · Alan Booth, The Roads to Sata,(London: Penguin, 2020), 336pp.· Tobias S Harris, The Iconoclast, (London: Hurst, 2023), 504pp.· Anno Hideki and Higuchi Shinji, Shin Gozilla, (Toho Co, 2016).We hope you enjoy the episode. Please follow, rate, and subscribe to Japan Memo on your preferred podcast platform. If you have any comments or questions, please contact us at japanchair@iiss.org.Date recorded: 4 November 2025Japan Memo is recorded and produced at the IISS in London. Hosted on Acast. See acast.com/privacy for more information.

Over the last year, Montreal's industrial market has gone from uncertainty to cautious optimism. In this episode, Axel Monsaingeon sits down with Mike Jager, co-founder and co-president of Rosefellow, to break down how one of Quebec's most active developers is navigating higher vacancies, tighter financing, and shifting tenant expectations—while quietly scaling into large-scale multi-residential projects.   Mike explains why Class-A industrial still wins in soft markets, how Rosefellow stayed disciplined when everyone else was chasing deals, and what it really takes to raise and deploy multiple funds while keeping investors, banks, and tenants aligned. He also shares Rosefellow's growing push into multi-residential in Quebec, Ontario, and the U.S., their data-driven approach to site selection, and why they've built a lean team that partners with "the best of the best" instead of trying to do everything in-house. The conversation wraps with Mike's vision for giving back to the next generation, promoting women in construction, and staying grounded through market cycles.   Topics & Timestamps

Episode 4940: Dems Call For Rebellion In Military; Remaking America The Industrial Superpower

72 MinutesPG-13Christopher Sandbatch joins Pete to talk about the rapid decline of organized, Conservative influence.Sandbatch's SubstackSandbatch on TwitterPete and Thomas777 'At the Movies'Support Pete on His WebsitePete's PatreonPete's Substack Pete's SubscribestarPete's PaypalPete's VenmoPete's Buy Me a CoffeePete on FacebookPete on TwitterBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-pete-quinones-show--6071361/support.

In this powerful episode, Vinney Chopra and Gualter Amarelo dive into a real conversation about what it really takes to build millionaire-level passive income in today's market. From hotel takeovers to multifamily turnarounds, both share honest insights on what's working, what's broken, and how investors can make smart, life-changing decisions without wasting years learning the hard way. It's real talk, backed by real numbers, and grounded in decades of combined experience.   They break down the mindset and mechanics behind choosing a business—or an investment—that actually has the capacity to generate a million dollars. Along the way, they unpack:

Tariff juggling - just moving them around - no studies, no rationale Big Moves - One of the worst Novembers since 2008 The Big Short - End of a Era? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter   Warm-Up - Last Few Days for IBIT CTP - Closing Price This Friday - The Big Short - End of a Era? - What is happening to Bitcoin? - THC laws changing - interesting loophole closed Markets - Tariff juggling - just moving them around - no studies, no rationale - Big Moves - One of the worst Novembers since 2008 - Hindenburg Omen - Fed Losing Cred WHY? - If tariffs are not inflationary and this administration has brought down prices on groceries.... - President Trump signed an EO Friday lowering tariffs on beef, tomatoes, coffee and bananas, according to Bloomberg - So , just shooting from the hip on all of this are we? --- Seriously, where is the plan, where is the analysis, where are the results? Total horseshit More Tariffs - Switzerland and U.S. agree to trade deal; U.S. will lower tariffs to 15% from 39%; Swiss companies are planning to make direct investments in the USA amounting to $200 billion by the end of 2028 - Switzerland will reduce some import duties on US Imports - For other US export interests, a solution was agreed that takes Switzerland's agricultural policy interests into account: under the agreement, Switzerland will grant the US duty-free bilateral tariff quotas on selected US export products: 500 tonnes for beef, 1,000 tonnes for bison meat and 1,500 tonnes for poultry meat. - Furthermore, Swiss companies are planning to make direct investments in the USA amounting to $200 bln by the end of 2028. - What did we accomplish here? - Just going back to what it was with a slightly higher tariff on Swiss goods than before...BECAUSE WE WERE GETTING KILLED WITH FOOD COSTS Fed Update - Markets no longer view December as a sure bet - Lots of Fed speakers out with commentary that is hawkish - Currently, there is a 46% chance of a rate cut by 0.25% - a month ago it was at 95% - AND, they should not cut in the absence of all data (Stephan Miran looking for 0.50%, but he is a total tool) More Horseshit! - Former Federal Reserve Board Gov. Adriana Kugler broke the central bank's rules regarding stock trading, according to a report released by the U.S. Government Ethics Office. - Now we know why she abruptly resigned a few months ago - That disclosure shows two kinds of violations of Fed rules regarding financial transactions by senior officials at the central bank: purchases of stocks of individual companies, as opposed to mutual funds; and purchases of securities during so-called “blackout periods” leading up to and after Federal Open Market Committee meetings. - Oh - Supposedly her husband did it - but come on! - Fed losing more credibility - this is not the first time.... StampFlation - The Postal Service filed notice with the Postal Regulatory Commission for Shipping Services price changes to take effect Jan. 18, 2026. The proposed adjustments were approved by the governors of USPS this week. - The change would raise prices approximately 6.6 percent for Priority Mail service, 5.1 percent for Priority Mail Express service, 7.8 percent for USPS Ground Advantage and 6.0 percent for Parcel Select. BIG - Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The Big Short," is closing his hedge fund, Scion Asset Management. - In a letter to investors dated October 27, a copy of which was seen by Reuters, Burry said he would liquidate the funds and return capital, "but for a small audit/tax holdback" by the end of the year. - "My estimation of value in securities is not now, and has not been for some time, in sync with the markets," Burry said in the letter. - Put on a big OPTIONS short on NVDA and PLTR - We checked and his Registration expired.. Has about $155 million under management - not so much.. - He hinted that he will be back doing something and will announce on November 25th... Softbank - We know that they CUT all of their NVDA holdings - Looking at the 13F, also cut ORCL - New position in INTC - Looking to raise significant cast to outlay to private companies over the next couple of months. - Stock is up 120% YTD, DOWN 12% last week - Did you know He had for many years the distinction of being the person who had lost the most money in history (more than $59 billion during the dot-com crash of 2000 alone, when his SoftBank shares plummeted), a feat surpassed by Elon Musk in the following decades. THC Blues ??? - A new ban, tucked into legislation ending the longest shutdown in history, outlaws products containing more than 0.4 milligrams of total THC per container. == Industry executives said that threshold will wipe out 95% of the $28 billion hemp retail market when it takes effect in a year. - 300,000 jobs could be effected ($28 billion annually) - Possible that state laws will win out, but clearly Federal laws are not going the way of the industry. - Concern that the blackmarket will grow again - However, this can be seen in several ways as it may be cleaning up some of the selling of things like Delta-8 those weird knock-offs seen at gas stations) UK Tax Scrap - British government bond yields rose sharply on Friday morning as investors react to reports that Finance Minister Rachel Reeves will scrap an expected increase in income tax. - The moves came as investors reacted to a report from the Financial Times of an income tax U-turn. - Remember that they did a similar plan a few years ago that caused major havoc with markets and currencies until they withdrew the idea. How Does This Work? - House Republicans drafting legislation that will redirect Affordable Care Act subsidies to individuals and away from health insurance companies, according to Politico Some Eco ...?? - Employment Situation for September 2025 that was supposed to be released on Friday, October 3, 2025, will now be release  Thursday, November 20, 2025 8:30 AM ET - What about October? White House says it may NEVER be released Hindenburg Omen - There was some excitement in the world of technical analysis the past two weeks as we saw 5 separate signals fire for something called the Hindenburg Omen. This is a warning signal of trouble, but trouble does not always come. What is fair to say is that Hindenburg Omen signals have appeared at every major stock market top going back several decades. - According to Tom McClellan: The current count of 5 signals is not as big as some other clusters. But we got 4 signals in a cluster at the end of 2021, ahead of the 2022 bear market. So 4 is enough, if the market is inclined to live up to this warning. And 2 signals were enough back in December 2024 and March 2025 to tell us about the trouble in the market which unfolded in the April 2025 tariff reaction minicrash. But 5 is better. Pied Piper - Losing Followers - OpenAi plans to invest $1.4 Trillion over the next 5 years or so - Biggest beneficiary - Oracle - Stock went from $250 to $340 overnight - now a $220 (Full Round-trip) - Oracle is looking to raise $38 billion in debt sales to help fund its AI buildout, according to sources with knowledge of the matter who asked not to be named because the information is confidential. Bloomberg reported on the planned debt raise last month. Disney Earnings - Hmmmmm...... - Shares fall 8% as revenue misses - Digging in for a prolonged flight with YouTube - The company also missed quarterly revenue expectations as the cable weakness overshadowed strong growth in the company's streaming and parks businesses central to its growth. - Family of 4 - Trip to Disney - A  3-night trip with tickets and dining is estimated to be between $6,000 and $9,000 Starbucks - Can it get any worse for this company? - Starbucks Workers United launched a strike in more than 40 cities and 65 stores on the day of chain's Red Cup Day sales event. - NY incoming Mayor Mandami says there should be a total boycott of the stores - The union is pushing for improved hours, higher wages and the resolution of hundreds of unfair labor practice charges levied against Starbucks. Buffett - Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL), and further reduced its stake in Apple (AAPL), detailing its equity portfolio for the last time before Warren Buffett ends his 60-year run as chief executive officer. - They also sold more Bank of America - *6% reduction - although still the thrid largest stockholder - Sold homebuilder DR Horton - Bought position in Domino's Pizza and Chubb ---- DPZ chart looks terrible Over to China - Economy not getting any better - Fixed-asset investment contracted 1.7% for the first ten months of the year, steepening from a 0.5% decline in the January-to-September period. - Retail sales climbed 2.9% in October from a year earlier, softening from a 3% year-on-year rise in September. - Industrial output expanded 4.9% in October, a slowdown from a 6.5% rise in the prior month. - The last time China recorded a contraction in fixed-asset investment was in 2020 during the pandemic, according to data going back to 1992 from Wind Information, a private database focused on the country. Electric Prices - We know that the new wave of data centers are requiring HUGE amounts of energy to keep them running - Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration.

Christian Perez Giese is an industrial broker based right at the Texas/México border, so he has a front row seat as reshoring and nearshoring boom. He serves as the director of the CBRE El Paso & Cd. Juárez office, and his clients include global manufacturing and logistics firms. He has worked on both sides of the border so he has a 360 degree view of the local and global markets that affect global supply chains.Christian joins the podcast this week to talk about what he's seen over his decades in the industry, and why this moment is so unique in the history of cross-border collaboration. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. 

There is no bigger danger to Jews, apparently, than New York City's Mayor-Elect, Zohran Mamdani. The morning after he was elected, the ADL announced the launch of the “Mamdani Monitor” to track antisemitism within Zohran's administration. Debra Messing posted 91 Instagram stories in a single day about how she fears for her life as a Jew — not because of the rise of antisemitism within the MAGA movement or the mainstreaming of neo-nazi Nick Fuentes, but because of Zohran Mamdani, a man who is not antisemitic. This week, Matt Lieb (of Bad Hasbara) and Simone Zimmerman (of Israelism) help me navigate a literal industry — and ethnostate — propped up not only by fearmongering about antisemitism, but also by intentionally creating it. Listen to bonus episodes on Patreon! Thanks to today's sponsors! Get 15% off a cuter, more sustainable way to clean at https://www.blueland.com/fruity.  Get an exclusive 60% on Incogni! https://incogni.com/fruity Listen to Matt Lieb on Bad Hasbara. Follow Matt Lieb on Twitter. Listen to Simone on Beyond Israelism. Follow Simone on Instagram. Find me on Instagram. Find A Bit Fruity on Instagram. Learn more about your ad choices. Visit megaphone.fm/adchoices