Podcasts about Industrial

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.

In this episode of Sustainability Leaders, Stephen Uwazota, Director of Sustainable Finance and Clean Energy, BMO sits down with Raj DasGupta, Chief Executive Officer at Electrovaya, a global supplier of lithium-ion batteries. Their wide-ranging conversation covered the advantage of lithium battery chemistries, enhanced battery safety, and opportunities in the industrial, AI and security sectors.

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. 

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, Seattle firefighter Kody Henderson shares his transformation from battling fires to building a real estate business from scratch. After spending a full year chasing his first deal, Kody turned that breakthrough into five deals a year, all while keeping his full-time firefighting job.He talks about pushing through rejection, the importance of consistency, and how focusing on relationships over quick profits helped him grow. Listeners will learn how Kody built momentum one call, one connection, and one deal at a time, proving that with persistence, anyone can create their own version of financial freedom.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

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.Sponsored by Autodesk FlexSimLearn 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

Get Automation World's insights on four key news items showcasing automation hardware and software successes: a game-changing industrial AI partnership led by Siemens, 177% throughput gains at Balluff using AutoStore's automated storage tech, a combination of Körber's MES and Pepperl+Fuchs' HMI tech for on-site and remote global pharma production oversight and compliance, and compelling survey data from Verizon showing IoT investments driven by measurable returns within months.

This Day in Legal History: Statute of MarlboroughOn November 18, 1267, the Statute of Marlborough was enacted during the reign of King Henry III of England. It is the oldest piece of English statute law still partially in force, with four of its original twenty-nine chapters remaining on the books. The statute emerged from a period of intense baronial conflict and civil unrest, notably the Second Barons' War, and was part of a broader effort to restore royal authority and stabilize governance through legal reform. It reinforced the crown's prerogatives while addressing grievances raised by rebellious nobles, making it a compromise between royal and feudal powers.Among its most enduring provisions were regulations on the practice of “distress,” which referred to the seizure of property to compel debt repayment or enforce court judgments. The statute restricted unlawful and excessive distresses, requiring them to occur only with legal justification and in the appropriate jurisdiction. These reforms curtailed private self-help remedies and emphasized formal court processes, laying foundational principles for due process and the centralization of judicial authority. It also addressed issues like wardship, waste of land, and the obligations of tenants—key concerns in the feudal legal structure.The Statute of Marlborough built upon earlier reforms such as the Provisions of Oxford and Westminster, but had a more lasting legal impact. Its survival into modern times speaks to the durability of certain legal concepts, especially those reinforcing procedural fairness. Some of its language has been modernized, but the essence of its rules remains intact in English law. The statute reflects an early attempt to systematize and limit both public and private power through legal mechanisms. Legal historians often point to it as a stepping stone on the path to the English common law tradition.The Supreme Court has agreed to hear a case challenging the federal government's authority to limit asylum processing at official U.S.-Mexico border crossings under the now-rescinded “metering” policy. Originally implemented under President Trump and formalized in 2018, metering allowed border agents to stop asylum seekers before they crossed into the U.S. and decline to process their claims, even when they were physically present at ports of entry. The Biden administration repealed the policy in 2021, but Trump's return to office has revived interest in reestablishing it.At the core of the case is the legal meaning of the phrase “arrives in the United States,” with the Ninth Circuit ruling in 2024 that it includes people who reach official border entry points—even if still on the Mexican side. That ruling held that federal law requires asylum seekers at ports of entry to be inspected and allowed to apply, regardless of logistical constraints like capacity. The advocacy group Al Otro Lado, which brought the lawsuit in 2017, argues the metering policy illegally circumvented these obligations, leaving vulnerable migrants stranded in dangerous border conditions.Trump's Justice Department contends that “arrives in” means actual entry, not mere proximity—using analogies ranging from Normandy to football to make its point. The administration has also signaled that it intends to resume the policy if conditions warrant. The case, which will likely be decided by June, comes amid broader efforts to restrict asylum protections globally and may clarify the limits of executive power over humanitarian migration policy.Supreme Court to review US government power to limit asylum processing | ReutersA California judge has blocked a proposed class action lawsuit involving 6,000 Black workers at Tesla's Fremont factory who alleged systemic racial harassment, marking a significant legal win for the company. Judge Peter Borkon ruled that the case could not proceed as a class action because the plaintiffs' attorneys failed to secure testimony from at least 200 workers—raising doubts about whether the experiences of a smaller group could represent the broader workforce. This reverses a 2024 decision by another judge who had previously allowed the class to move forward.The original lawsuit, filed in 2017 by former worker Marcus Vaughn, alleged pervasive racism at the facility, including slurs, racist graffiti, and even nooses in work areas. Tesla has denied allowing harassment and said it takes disciplinary action against those who violate company policy. While this ruling narrows the scope of Vaughn's lawsuit, Tesla still faces other legal challenges, including a similar case from California's civil rights agency and a separate federal suit brought by the U.S. Equal Employment Opportunity Commission. Tesla has previously settled other race discrimination lawsuits brought by individual employees.Tesla wins bid to undo race bias class action by Black factory workers | ReutersAshurst and Perkins Coie have agreed to merge, forming a global law firm with 3,000 lawyers and $2.7 billion in revenue—placing it among the world's top 20 legal outfits by size. The merger, expected to close in late 2026 pending partner approval, will create Ashurst Perkins Coie, with 52 offices across 23 countries. The move is part of a broader trend of transatlantic law firm consolidation aimed at scaling up to serve cross-border clients more effectively.Leadership will be shared between Ashurst's global CEO Paul Jenkins and Perkins Coie's managing partner Bill Malley, who emphasized the merger's value for clients in technology, financial services, and energy. Talks began in early 2025, with both firms framing the deal as a long-term strategic alignment. Perkins Coie recently gained attention for its role in successfully challenging executive orders from President Trump's administration targeting the firm and others tied to his political adversaries. While the firms say they have no current plans to expand their office footprint, the combination signals a deepening of U.K.-U.S. legal market integration.Law firms Ashurst, Perkins Coie agree merger to create global top-20 outfit | ReutersMy column for Bloomberg this week looks at OpenAI's effort to expand the CHIPS Act tax credit into a broad-based AI infrastructure subsidy—and what it reveals about the government's evolving role in underwriting the AI economy. OpenAI has asked the federal government to stretch the Advanced Manufacturing Investment Credit—originally designed to revive U.S. semiconductor manufacturing—to cover the entire AI stack, from servers to steel. That request arrives as data centers' energy consumption and land use start imposing real costs on local grids, budgets, and communities, raising the question: who's actually footing the bill for AI?I argue that this isn't a bailout so much as a bid for taxpayer-backed central planning, with a venture-capital gloss. AI infrastructure projects like OpenAI's Stargate centers already benefit from layers of state and local tax breaks, discounted electricity, and favorable land deals. Adding a 35% federal credit on top creates a subsidy stack that warps local priorities—school districts lose tax revenue, utilities are forced to reroute energy, and residents pay more on their bills. The public impact is mounting, even as the private benefit remains largely proprietary and insulated.Rather than offering blank checks, Congress should condition federal support on clear benefit-sharing requirements: job thresholds, emissions transparency, energy sourcing obligations, and clawbacks for missed targets. I propose a framework that makes federal aid contingent on upfront impact disclosures, co-investment in the grid, and full accounting of overlapping subsidies. Industrial policy isn't inherently bad—but without enforceable terms, we're not funding a public-private partnership. We're subsidizing a corporate buildout dressed up as a national security imperative. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Congratulations to the following teams in the Wilson County News coverage area for your playoff bids. State Championship •La Vernia v Decatur, Friday, Nov. 21, 4 pm in Garland State Semifinals •La Vernia def. Bellville, 3-0 – Nov. 15, 4 pm, Littleton Gymnasium – Blossom Athletic Center •Stockdale fell to Clifton, 2-3 – Nov. 15, 1 pm, Waco Midway HS Regional Finals •La Vernia def. Calallen, 3-1, Nov. 10, 6 pm, at Cuero HS •Stockdale def. Industrial in 4 sets, Nov. 11, 6:30 pm, at Yoakum HS Watch wilsoncountynews.com for playoff updates.Article Link

Discussion around mental health is still rare among industrial workers. It's a cultural issue that needs to be re-examined and made a workplace priority, says podcast guest Stephen Dummit, founder of Tradewinds Leadership.

Communion After Dark - features the latest and best in Dark Alternative-Electronic Music. This week's show features music from Assemblage 23, Beyond Border, Hocico, Seelennacht, Nature of Wires, and many more artists from around the world 

Today's guest is Kriti Sharma, CEO of IFS Nexus Black. Nexus Black specializes in solving complex operational challenges in asset-intensive environments by bringing AI engineers and domain experts directly to the factory floor, shop floor, and field. Kriti joins Emerj Editorial Director Matthew DeMello to explain how industrial leaders can move from AI theory to practical execution by uncovering hidden data inside aging assets, integrating multiple data modalities, and delivering measurable outcomes in weeks rather than years. Kriti also details how organizations can reduce unplanned downtime, improve maintenance planning, and scale technician expertise through targeted AI tools—demonstrating how even modest improvements in high-value workflows can drive meaningful operational ROI. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the 'AI in Business' podcast! If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

A community meeting is scheduled for Tuesday at the West Dallas Multipurpose Center at 6 p.m. to gather feedback from residents on rezoning the area. Residents want to reduce heavy industrial uses, prevent displacement and protect the character of their neighborhoods, many of which are home to Latino and Black communities. In other news, the Federal Aviation Administration lifted all restrictions on commercial flights that were imposed at 40 major airports. Airlines resumed their regular flight schedules this morning; a judge rejected for now a bid by Texas Attorney General Ken Paxton to bar Tylenol-maker Kenvue Inc. from marketing its over-the-counter pain medication as being safe for pregnant women within the state; and Post Malone has been announced as the musical act that will perform at halftime of the Dallas Cowboys' Thanksgiving matchup against the Kansas City Chiefs. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Asian equities were mixed, while European equity markets are weaker. US equity futures are firmer with S&P up 0.5%. Bonds are firmer. US 10-year yield down 2 bps at 4.1%. Dollar firmer versus euro, Japanese yen and Aussie. Sterling little changed. Oil down, gold lower. Industrial metals weaker. Sentiment is still somewhat negative in Europe after Friday's selloff on rising uncertainty in AI complex and rotation out of high-multiple equities. In addition, hawkish Fedspeak keeping December rate cut at 50/50 odds. Markets have also been assessing rising friction between Japan and China over PM Takaichi's comments on Taiwan. Beijing urged citizens to avoid travel and study in Japan. China's Coast Guard also sent armed ships through disputed waters near Senkaku Islands. Companies Mentioned: Goldman Sachs, Affinity Equity Partners, Airbus SE, Pratt & Whitney, Flydubai, Grindr

Rick Ducat compares Boeing's (BA) 2025 outperformance to the rest of the Industrial and Defense companies. However, Rick looks at the relative downtrend from Boeing's summer highs. He highlights the zone between $188-$195 as a potential longer-term support area. Rick shows how the exponential moving averages are tilted downward. Later, Tom White drops in to discuss his example trade in the aerospace giant. He demonstrates a neutral to bullish strategy using a put vertical options trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

In the next episode of SFNet presents In the Know, host Barry Bobrow talks with Chad Farrell, Managing Director in the Commercial and Industrial business at Tiger Global. Chad is responsible for managing the day-to-day operations of Tiger's Commercial & Industrial division, as well as guiding its strategic direction and growth and developing new market […]

In the next episode of SFNet presents In the Know, host Barry Bobrow talks with Chad Farrell, Managing Director in the Commercial and Industrial business at Tiger Global. Chad is responsible for managing the day-to-day operations of Tiger's Commercial & Industrial division, as well as guiding its strategic direction and growth and developing new market […] The post SFNet presents In The Know: Meet Chad Farrell with Tiger Group appeared first on Business RadioX ®.

Qualcomm surprised the IoT market by announcing the acquisition of the open-source hardware champion, with a huge hobbyist/enthusiast builder ecosystem. In this episode, I talk to Qualcomm's VP of Product Management, Industrial and IoT BU, Manvinder (Manny) Singh, about the reasoning for the acquisition, challenges of the IoT industry, how AI is changing the game, what Qualcomm brings to the ecosystem, how AI Hub and the other acquisition, Edge Impulse, fit together with Arduino, and more. We also delve into what will and will not change for the Arduino's open-source spirit, as well as the ecosystem, which primarily utilizes microcontrollers and low-power processors.  Also, check out Episode 59- Discussion with CEO of Edge AI Foundation: https://bit.ly/TantrasMantra_ep59    

In episode 109, we sit down with Drs. Ian Katz and Shelly Rauvola, co-editors of a groundbreaking special issue in Industrial and Organizational Psychology. Together, we explore how current public policy changes in the United States are reshaping the world of work, from employee well-being and marginalized worker experiences to the future of I-O psychology education and research.Key takeaways include:* How policy changes impact HR practices, training, and organizational functioning* The chilling effect of political climates on academic freedom and research* Why behavioral scientists must engage in policy conversations* How I-O psychology can respond using existing theories and evidence-based practices* A call to action for researchers and practitioners to advocate for worker dignity and evidence-based decision-makingThis episode is essential listening for anyone invested in the future of work, science advocacy, and the role of IO psychology in shaping policy.Find the special issue here: https://www.cambridge.org/core/journals/industrial-and-organizational-psychology/issue/380836BA2B93123CE626AACDCB5DF7DAFind Ian Katz here: https://csh.depaul.edu/faculty-staff/faculty-a-z/Pages/psychology/ian-katz.aspxFind Shelly Rauvola here: https://csh.depaul.edu/faculty-staff/faculty-a-z/Pages/psychology/shelly-rauvola.aspx This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit healthywork.substack.com

El Viejo Continente se queda atrás en la carrera tecnológica global mientras sus industrias pierden competitividad frente a rivales asiáticos y estadounidenses. Desde la dependencia energética hasta la fuga de talento, pasando por el debate entre regulación y libre mercado, Europa debe decidir si apuesta por mayor integración o se resigna a la irrelevancia industrial. Hoy en "No es el fin del mundo" hablamos de la competitividad de la industria europea. Este episodio cuenta con una mención publicitaria de Moeve.

Los estallidos de Hiroshima y Nagasaki más que por razones militares estratégicas fueron impulsados por los intereses comerciales de las multinacionales del Complejo Militar Industrial norteamericano, en especial las armamentistas, que cuentan con un lobby militar permanente en la Casa Blanca. La carrera armamentista (nuclear, convencional y espacial), cuyo presupuesto hoy supera el billón de dólares, tuvo su punto de partida en Hiroshima y Nagasaki. Cómo se articuló y quienes son los que lucran con el "negocio nuclear". Los estallidos de Hiroshima y Nagasaki así lo demuestran las investigaciones independientes más que por razones militares estratégicas fueron impulsados por los intereses de las corporaciones del Complejo Militar Industrial norteamericano, en especial las armamentistas, que cuentan con un lobby militar permanente en la Casa Blanca. Las bombas de Hiroshima y Nagasaki no fueron arrojadas para "evitar más muertes" ni para precipitar la "rendición" del Japón: fueron lanzadas para iniciar la carrera armamentista (y consecuentemente el incremento sideral de la tasa de ganancias de las corporaciones del Complejo Militar Industrial que financiaron el proyecto de bombardeo), y lanzar un alerta amedrentador a la Unión Soviética, la otra potencia con capacidad nuclear. El genocidio aterrador de Hiroshima y Nagasaki le sirvió a los bancos y corporaciones (amparados por el Estado Nacional norteamericano) para instalar la carrera armamentista y la carrera espacial debajo de los acuerdos de "coexistencia pacífica" que mantenía al poder nuclear como efecto "disuasivo". El marco nuclear de la "coexistencia pacífica" (además de alimentar el negocio de las corporaciones aeroespaciales) sirvió de cáscara para desarrollar la confrontación por "áreas de influencia" entre EEUU y la URSS durante la Guerra Fría, mediante la cual la "industria de la guerra" (convencional y nuclear) facturó ganancias en armamento cuyo presupuesto mundial hoy supera el billón de dólares. En términos prácticos, y en números, la masacre nuclear de Hiroshima y Nagasaki sirvió a las trasnacionales y bancos para instalar la industria y la financiación del armamentismo (nuclear y convencional) tomado como "efecto disuasivo" para "evitar que sucedan" otras tragedias similares. La carrera armamentista (nuclear y convencional) alimenta los contratos y las ganancias de los consorcios agrupados en ese monstruo llamado Complejo Militar Industrial norteamericano. En su último informe Project on Government Oversight (POGO, Proyecto de Supervisión Gubernamental), un grupo con sede en Washington que vigila el gasto militar, señaló que, entre enero de 1997 y mayo de 2004, sólo 20 grandes proveedores recibieron más del 40 por ciento de los 244.000 millones de dólares en contratos del gobierno federal estadounidense. Entre los consorcios que se benefician en primer lugar de esta práctica se cuentan Lockheed Martin, la gigante aeroespacial Boeing, Northrop Grumman, contratista de la Fuerza Aérea, Raytheon, y General Dynamics. Boeing fabricó los bombarderos que transportaron las bombas de Hiroshima y Nagasaki, e integró el "lobby militar" que promovió e impulsó el proyecto compuesto entre otros por, Carnegie, Dupont, Westinghouse, Union Carbide, Tenesee Eastman, Kellogg, y Monsanto.

When a new dollar goes into the capital markets, after being bundled and securitized and lent several times over, where does it end up? When society's total savings increase, what capital assets do those savings end up invested in? When economists talk about “capital assets”, they mean things like roads, buildings and machines. When I read through a company's annual reports, lots of their assets are instead things like stocks and bonds, short-term debt, and other “financial” assets - i.e. claims on other people's stuff. In theory, for every financial asset, there's a financial liability somewhere. For every bond asset, there's some payer for whom that bond is a liability. Across the economy, they all add up to zero. What's left is the economists' notion of capital, the nonfinancial assets: the roads, buildings, machines and so forth. Very roughly speaking, when there's a net increase in savings, that's where it has to end up - in the nonfinancial assets. I wanted to get a more tangible sense of what nonfinancial assets look like, of where my savings are going in the physical world. So, back in 2017 I pulled fundamentals data on ~2100 publicly-held US companies. I looked at [...] ---Outline:(02:01) Disclaimers(04:10) Overview (With Numbers!)(05:01) Oil - 25%(06:26) Power Grid - 16%(07:07) Consumer - 13%(08:12) Telecoms - 8%(09:26) Railroads - 8%(10:47) Healthcare - 8%(12:03) Tech - 6%(12:51) Industrial - 5%(13:49) Mining - 3%(14:34) Real Estate - 3%(14:49) Automotive - 2%(15:32) Logistics - 1%(16:12) Miscellaneous(16:55) Learnings --- First published: November 16th, 2025 Source: https://www.lesswrong.com/posts/HpBhpRQCFLX9tx62Z/where-is-the-capital-an-overview --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try

Things are more or less back to normal around here, as we prepare for the onset of Winter in Canada. This week I do put some emphasis on what the heck we're going to do about next years membership drive. I'm really looking for your feedback on what you'd like to receive in return for donations. I'm looking at Enamel pins (much like the Sanctuary pins that are on my "battle jacket"). Sadly the patches we did prior to the pandemic are insanely expensive now. If you have one, it's a collectiors item! THis wek we also expanded to 9 songs instead of the usual 8. In the new world of more singles than full length albums, we'll have to adapt and try to keep the quantity as high as the quality. :) XPQ-21 - Dance With The Devil Elektrostaub - Too Far From The Pack (Salva Maine) Aesthetic Perfection - We Bring The Beat Absurd Minds - Fractured (Autodafeh) Data Kino - Rock It Again Komission Z80 - Choose (Ruined Conflict) Destroy Me Again - The Shards Extize - Cyberghost Audiocall - Retailers! (Single) http://synthetic.org/ https://www.youtube.com/@RealSyntheticAudio

In recent commentary that sparked widespread backlash, Megyn Kelly questioned whether Jeffrey Epstein should be labeled a pedophile, suggesting that because he allegedly preferred girls around the ages of 15 or 16 rather than much younger children, the term might not technically apply. Her remarks attempted to draw a distinction between categories of sexual exploitation, focusing on definitional nuance rather than the underlying criminal reality that Epstein was convicted of sexually abusing minors and running an international trafficking operation that recruited vulnerable underage girls. Critics argue that this framing risks minimizing the gravity of Epstein's conduct and diverting attention from the extensive harm inflicted on victims.Kelly's comments prompted strong public condemnation, including responses from journalists and advocates who said that reducing foreign coercion and trafficking of minors to semantic debate undermines accountability and trivializes the severity of the crimes. Observers noted that the language echoed past attempts by Epstein's defenders to soften public perception and reframe him as merely inappropriate rather than predatory and violent.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.

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

JP Hampstead gives a presentation to shippers about what macroeconomic data tells us about production, employment, productivity, and the prospects for reindustrialization at FreightWaves' Future of Freight Festival in Chattanooga, TN. In this episode JP covers: - Why U.S. manufacturing output hasn't recovered since the Great Recession - The surprising role of energy production in “industrial growth” - How offshoring reshaped America's productivity curve - Why AI is now the largest driver of U.S. energy demand - Whether the big White House manufacturing announcements are real - Why nuclear power is surging back - How productivity gains reshape the workforce (100 years of data) - What the U.S. must fix to get industrial production unstuck Subscribe to the Newsletter Subscribe to the Bring It Home YouTube Channel #BringItHome #FreightWaves #Manufacturing #Reindustrialization #SupplyChain #F3 Learn more about your ad choices. Visit megaphone.fm/adchoices

In recent commentary that sparked widespread backlash, Megyn Kelly questioned whether Jeffrey Epstein should be labeled a pedophile, suggesting that because he allegedly preferred girls around the ages of 15 or 16 rather than much younger children, the term might not technically apply. Her remarks attempted to draw a distinction between categories of sexual exploitation, focusing on definitional nuance rather than the underlying criminal reality that Epstein was convicted of sexually abusing minors and running an international trafficking operation that recruited vulnerable underage girls. Critics argue that this framing risks minimizing the gravity of Epstein's conduct and diverting attention from the extensive harm inflicted on victims.Kelly's comments prompted strong public condemnation, including responses from journalists and advocates who said that reducing foreign coercion and trafficking of minors to semantic debate undermines accountability and trivializes the severity of the crimes. Observers noted that the language echoed past attempts by Epstein's defenders to soften public perception and reframe him as merely inappropriate rather than predatory and violent.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Navigating Corporate America to Commercial Real Estate: Mark Paschal's Journey In this episode of the Industrial Advisors podcast, hosts Bill Condon and Kyle Back sit down with Mark Paschal, the Senior Vice President of National Build-to-Suit at SunCap Property Group. Mark shares his unique career path starting from his days as a football player at UNC, through his diverse experiences in corporate America, and his eventual shift into the real estate sector. He elaborates on the importance of relationship-building, the impact of technology in real estate, and how SunCap differentiates itself in the competitive build-to-suit market. Paschal also discusses market trends, the challenges of power and labor, and his optimistic outlook for the future of industrial real estate. The conversation provides insightful takeaways on the dynamic landscape of corporate real estate development. 00:00 Introduction and Guest Background 01:32 Career Journey and Early Challenges 03:36 Joining SunCap Property Group 05:48 SunCap's Relationship with FedEx Ground 06:48 Client Relationships and Business Strategy 13:23 Market Trends and Future Outlook 19:14 Closing Thoughts and Final Questions

Authorities say the Chinese economy continued to see steady growth in October. According to the National Bureau of Statistics, the country's value-added industrial output expanded 4.9 percent year on year last month.

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-good-morning-portugal-podcast-with-carl-munson--2903992/support.Let us help you find YOUR home in Portugal...Whether you are looking to BUY, RENT or SCOUT, reach out to Carl Munson and connect with the biggest and best network of professionals that have come together through Good Morning Portugal! over the last five years that have seen Portugal's meteoric rise in popularity.Simply contact Carl by phone/WhatsApp on (00 351) 913 590 303, email carl@carlmunson.com or enter your details at www.goodmorningportugal.com And join The Portugal Club FREE here - www.theportugalclub.com

Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election, 1941

Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election,

Industrial Talk is talking to Danny Gonzales, CEO and Host of Industrial Sage about "The power behind industrial storytelling". Scott Mackenzie hosts the Industrial Talk podcast, celebrating industrial professionals and their innovations. In this episode, he discusses the importance of storytelling in the industry with Danny Gonzales, founder of Industrial Sage. Gonzales emphasizes the need for compelling narratives to change perceptions of manufacturing and inspire the next generation. He highlights various storytelling methods, including podcasts, documentaries, and internal communications. They also discuss the challenges of innovation, the impact of AI and automation, and the necessity of human interaction in the workplace. Gonzales encourages leaders to communicate effectively and involve frontline workers to foster a culture of innovation and improve retention. Action Items [ ] @Scott MacKenzie - Review your internal communication strategies to ensure leadership is actively engaging employees and fostering a culture of innovation.[ ] @Scott MacKenzie - Implement a feedback loop to involve frontline workers in identifying areas for process improvements and technology implementations.[ ] Reach out to Danny Gonzales at Industrial Sage to discuss how to effectively tell the story of your manufacturing or industrial company. Outline Introduction to Industrial Talk Podcast Speaker 1 introduces Scott Mackenzie and the Industrial Talk Podcast, emphasizing its focus on industry professionals and their innovations.Scott MacKenzie welcomes listeners to the podcast, highlighting its global reach and celebrating industrial professionals for their boldness and innovation.The podcast aims to help industrial professionals tell their stories in an engaging way, emphasizing the importance of storytelling in the industry.Scott encourages listeners to connect with him on the podcast platform to discuss their stories and experiences. The Importance of Storytelling in Industry Scott MacKenzie stresses the need for industrial professionals to step out of their comfort zones and tell their stories boldly and radically.He believes that storytelling is crucial for inspiring the next generation of industrial leaders and motivating them to join the industry.Scott introduces Danny Gonzales, an industrial sage who creates compelling video productions to tell the story of the manufacturing industry.He expresses his admiration for industrial professionals and their work, urging them to appreciate and elevate their contributions. Danny Gonzales' Background and Industrial Sage Danny Gonzales shares his background, starting a video production company called Optimum Productions and later founding Industrial Sage in 2017.He explains his passion for storytelling, which began during his time as a missionary in Mexico, and how he transitioned to creating videos for B2B and industrial purposes.Danny discusses the mission of Industrial Sage to change the perception of the manufacturing industry, highlighting its innovation and impact on daily life.He emphasizes the importance of great storytelling in showcasing the true nature of the manufacturing industry and its significance. Storytelling Techniques and Content Creation Danny explains the various storytelling techniques used by Industrial Sage, including podcasts, news content, mini-documentary series, and bi-weekly shows.He shares examples of their content, such as the "Industries of the Future" series with Schneider Electric and the "American Makers" podcast.Danny highlights the importance of targeting different audiences,...

We've digitized sound. We've digitized light. But touch, maybe the most human of our senses, has stayed stubbornly analog.That might be about to change, thanks to programmable matter. Or programmable fabric.In this TechFirst episode, I speak with Adam Hopkins, CEO of Sensetics, a new UC Berkeley/Virginia Tech spinout building programmable fabrics that replicate the mechanoreceptors in human fingertips. Their technology can sense touch at tens of microns, respond at hardware-level speeds, and even play back touch remotely.This could unlock enormous change for: • Robotics: giving machines the ability to grasp fragile objects safely • Medical training and surgery: remote palpation and high-fidelity haptics • Industrial automation: safer and more precise manipulation • VR and simulations: finally adding the missing digital sense • E-commerce: touching clothes before you buy them • Remote operations: from hazardous environments to deep-sea machineryWe talk about how the technology works, the metamaterials behind it, why touch matters for AI and physical robots, the path to commercialization, competitive landscape, and what comes next.00:00 – Can we digitize touch?00:45 – Introducing Synthetix01:10 – How programmable touch fabrics work02:15 – Micron-level sensing and metamaterials04:00 – The “programmable matter” moment06:05 – Why touch matters more than we think07:30 – Emulating human mechanoreceptors09:30 – What digital touch unlocks for robotics10:40 – Medical simulations and remote operations12:45 – Why touch is faster than vision14:20 – Humanoids, walking, stability, and tactile feedback15:30 – Engineering challenges and what's left to solve17:00 – Timeline to first products18:20 – Manufacturing and scaling19:30 – First planned markets21:00 – Durability and robotic hands22:20 – Consumer applications: e-commerce and textiles24:00 – Will we one day have touch peripherals?25:15 – Competition in tactile sensing and haptics27:00 – Why today is the right moment for digital touch28:00 – Final thoughts

Every quarter, we dig into dozens of CRE earnings calls, tuning in, reading the releases, and looking for what really stands out. This time, we're taking a different approach. Instead of focusing on individual companies, we're pulling out the biggest themes across lenders, REITs, and brokers, from credit thawing to where capital is flowing next in 2026.Key Moments:01:51 Lenders' insights and trends06:41 Retail REIT earnings highlights11:51 Office sector analysis18:18 Industrial sector developments26:30 Multifamily sector review31:15 Brokerages and asset managers outlook41:13 Overarching takeawaysResources Mentioned:Email us: altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

In this conversation recorded at the Ignition Community Conference, Vlad, Dave, and their guest David Grussenmeyer from Inductive Automation explore one of the most important and inspiring stories in the world of industrial automation education. David leads the Educational Engagement Program at Inductive Automation and has spent the last several years building a global network of universities, colleges, students, and integrators who are working together to bridge the gap between academic theory and real world industrial skills. This episode provides a detailed look at how the Student Buildathon was created, how it works, why it matters, and what it means for the future of the controls and automation workforce.The discussion goes far beyond the event itself. David explains how the industry's needs for engineering talent have shifted, why many academic institutions struggle to keep pace with modern automation technologies, and how Inductive Automation is supporting both professors and students to meaningfully upgrade the curriculum. The episode also explores the importance of industry partnerships, the challenge of faculty bandwidth, the value of internships and academic co op programs, and the realities of teaching automation in an evolving landscape of legacy systems, modern platforms, and everything in between.Listeners will gain insight into how universities can adopt Ignition, how integrators can help shape the workforce pipeline, how students can develop real industry skills before graduating, and how modern industrial technology can be taught effectively without overwhelming educators. Vlad and Dave also share their own perspectives from years of integration work and reflect on how different their own educational experiences would have been if programs like this had existed earlier. This episode is educational, practical, and inspiring for anyone working in automation, industrial education, system integration, or workforce development.Timestamps00:00 Introduction to the Ignition Community Conference and the Student Buildathon01:25 How the Educational Engagement Program at Inductive Automation was created03:22 The origin story behind the Student Buildathon concept05:16 How the seventy two hour challenge works for student competitors06:44 Requirements for student teams and how the selection process works08:49 Why universities struggle to adopt new technology and how industry partnerships help10:41 How integrator involvement accelerated program adoption across universities12:28 The gap between academic theory and real industry practice14:01 Building a complete lab curriculum for professors using Ignition17:24 Why students should learn both modern and legacy industrial systems18:20 Feedback from professors teaching Ignition for the first time20:59 Understanding the different educator profiles and adoption journeys23:15 How Inductive Automation built the five lab training series for schools25:17 The future of the educational program including internships and co op models27:39 Why academic co op programs are powerful for building real engineering experience29:26 How to join the Student Buildathon or the Educational Engagement ProgramVlad RomanovVlad is the founder of Joltek, co host of the Manufacturing Hub podcast, and a long time controls and manufacturing systems engineer with deep experience in SCADA, MES, data architecture, and plant digital transformation. Vlad creates practical industrial education content across YouTube, LinkedIn, and SolisPLC, and works directly with manufacturers on modernization, integration, and performance improvement initiatives. Learn more at https://www.joltek.com/Dave GriffithDave is a systems integration expert, strategist, and consultant with many years of hands on work in automation, SCADA, robotics, and digital manufacturing. Dave is the co host of Manufacturing Hub and advises companies on the intersection of technical systems, operational strategy, and workforce development.David GrussenmeyerDavid Grussenmeyer is the Educational Engagement Program Manager at Inductive Automation. He leads global initiatives to support universities, colleges, faculty members, and students in adopting Ignition for hands on learning. His work has expanded the program from zero to more than three hundred academic institutions worldwide. David also created the Student Buildathon, a seventy two hour Ignition competition designed to push students to think creatively, develop real industrial projects, and gain practical skills that prepare them for careers in controls, industrial software, and automation.Learn more about the program at https://inductiveautomation.comEducational inquiries can be sent to edengagement@inductiveautomation.comReferenced Resources from the EpisodeInductive Automation Educational Engagement Programhttps://inductiveautomation.com/community/educationInductive Universityhttps://inductiveuniversity.com

Running a sawmill efficiently isn't just about having the right equipment. It's about optimizing every aspect of your operation, from layout to blade selection to seasonal maintenance. In this episode of the Woodpreneur Podcast, host Jennifer Alger sits down with Justin McMinds from Wood-Mizer Industrial to explore the ins and outs of sawmill optimization. Justin shares his unique journey from operating his own sawmill business, WoodMinds, to working with Wood-Mizer in Blades and Industrial Equipment Sales, bringing a wealth of hands-on experience to help sawmill operators maximize efficiency and profitability. You'll hear practical insights on creating efficient sawmill layouts that improve workflow, the game-changing benefits of advanced blades like bi-metal and carbide for cost savings, and essential strategies for winterizing equipment to maintain peak performance. Justin also dives into exciting topics like urban wood salvage and the unique opportunities it presents, optimizing quarter sawing techniques, and how multi-rip machines can drastically reduce labor costs and cutting time. This conversation goes beyond technical advice to explore the creative problem-solving required in the sawmill industry, the importance of personal connections in building business opportunities, and why sharing knowledge strengthens the entire woodworking community. Justin even shares how his ADHD has become a strength in tackling complex challenges and finding innovative solutions. Whether you're a sawmill operator looking to improve efficiency, considering equipment upgrades, or interested in urban wood salvage and sustainable milling practices, this episode is packed with actionable advice and industry insights that can transform your operation. Tune in to learn how to optimize your sawmill for maximum productivity and profitability and don't forget to follow the Woodpreneur Podcast for more expert conversations from the wood industry. Chapters: 00:00:04 Introduction to the Episode 00:02:09 Justin McMinds' Background 00:03:33 Transition to Wood-Mizer 00:04:30 Optimizing Sawmill Operations 00:08:47 Efficiency Tips and Tricks 00:12:55 Advanced Blades and Cost Savings 00:18:42 Multi-Rip Machines and Labor Costs 00:23:46 Winterizing Equipment 00:26:46 Exciting Projects and Challenges 00:30:53 Creative Problem-Solving in Business The Woodpreneur Podcast brings stories of woodworkers, makers, and entrepreneurs turning their passion for wood into successful businesses - from inspiration to education to actionable advice. Hosted by Steve Larosiliere and Jennifer Alger  For blog posts and updates: woodpreneur.com See how we helped woodworkers, furniture-makers, millwork and lumber businesses grow to the next level: woodpreneurnetwork.com Empowering woodpreneurs and building companies to grow and scale: buildergrowth.io Connect with us at:  Instagram: https://www.instagram.com/woodpreneurnetwork/?hl=en Facebook: https://www.facebook.com/woodpreneurnetwork/ Join Our Facebook Group! https://www.facebook.com/groups/woodpreneurnetwork Join our newsletter: https://substack.com/@woodpreneurnetwork You can connect with Justin at: https://www.linkedin.com/in/justin-mcminds-567265222/

Welcome back to the EUVC Podcast, where we explore the frameworks moving European venture, finance, and policy.Two weeks after Building Bridges 2025 in Geneva, Andreas Munk Holm and Enrique, Chi Impact Capital sit down with Patrick Odier — Chairman of the Supervisory Board of Lombard Odier and Chair of Building Bridges — to get practical on financing systemic transition. Odier argues for a shift from “risk and exclusion” to opportunity and system redesign, spotlighting circularity, materials, and real-economy partnerships as core alpha.

Allegro MicroSystems (ALGM), is key fabless designer that has a large power chip and sensor portfolio. Historically ALGM has been primarily in the auto and industrial end market. and now has more customers in data center as well as in robotics. Learn about Tunneling Magneto-resistance (TMR) sensor technology—an upgrade from older Hall Effect sensors—that is crucial for high-voltage applications in Electric Vehicles (EVs), green energy, and the imminent rise of industrial automation and robots. We explain the physics behind TMR and why Allegro is a leader in this high-precision, high-cost, and high-potential market.We also review the latest financial guidance, which shows a sequential revenue increase in a typically seasonally slow quarter, signaling a recovery in the auto and industrial chip cycle. Discover why Allegro is positioned as one of a "basket of power and sensor chips" for the physical AI and robotics market and where they fit in the competitive semiconductor landscape.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!Chapters:0:00:00 - Allegro's Place in the Semiconductor Supply Chain (Fabless Designer)0:01:21 - The Sanken Electric, Polar Semiconductor, and TSMC Connection0:02:10 - Market Focus: Automotive and Industrial 0:03:22 - Magnetic Sensor Technology Evolution (Hall Effect to TMR)0:03:55 - Understanding Magnetic Fields and Hall Effect Sensors0:06:05 - Moving to Magneto-Resistive (MR/GMR) Sensors0:07:07 - Tunneling Magnetoresistance (TMR) Sensors0:08:00 - The High Cost and Future Adoption of TMR0:09:05 - Allegro's 48-Volt Ready Power Architecture0:09:50 - End Markets: Automotive (ADAS, Powertrain) and Industrial (Robotics, Data Centers, Solar)0:10:20 - Data Center Market Opportunity Per Server Rack0:11:00 - The Content Opportunity in Robotics and Physical AI0:12:35 - Power and Sensor Chips in Every Robotic Joint0:13:20 - Q3 FY2026 (Calendar Q4 2025) Guidance Overview0:14:15 - Breaking the Seasonal Trend (Sequential Revenue Increase)0:14:50 - Valuation and Growth Cycle Positioning0:15:47 - Investment Conclusion*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #allegromicrosystems #algmstock #sensors #robotics #roboticsstocks #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Allegro Microsystems

Send me a messageMost people never think about industrial heat. Yet half of all manufacturing emissions come from it. My guest this week, Addison Stark, CEO and co-founder of AtmosZero, is on a mission to electrify one of the dirtiest, most overlooked pieces of infrastructure on Earth: the steam boiler.In this episode, Addison and I uncover how a technology unchanged since the 1860s can finally go clean. We talk about the hidden carbon footprint of steam, why “waste heat recovery” can actually slow progress, and how heat-pump boilers can cut industrial energy use in half while delivering zero-emission steam. You'll hear how his team's first installation at a Colorado brewery is already brewing beer with carbon-free heat, proof that decarbonisation doesn't have to mean disruption.We also explore the bigger picture: how electrified heat could transform everything from food and pharma to chemicals and cosmetics, why Europe's gas crisis is accelerating the shift, and what policy tweaks could make clean steam the default everywhere.If you've ever wondered how to decarbonise the “hard-to-abate” sectors, this is the episode you've been waiting for.

In this episode of Cybersecurity Today, host David Shipley covers the latest threats in the cybersecurity landscape. Highlights include the emergence of the quantum root redirect (QRR) phishing kit, a sophisticated automated phishing platform targeting Microsoft 365 credentials across 90 countries. The hospitality industry is also being hit with a new 'click fix' phishing campaign, compromising booking systems and targeting hotel guests. Researchers discover new vulnerabilities in ChatGPT, exposing private data via indirect prompt injection attacks. Additionally, the University of Pennsylvania confirms a massive data breach, highlighting the risks of not implementing comprehensive MFA protocols. Stay informed with the latest cybersecurity news and insights to protect your organization. Cybersecurity Today would like to thank Meter for their support in bringing you this podcast. Meter delivers a complete networking stack, wired, wireless and cellular in one integrated solution that's built for performance and scale. You can find them at Meter.com/cst 00:00 Introduction and Sponsor Message 00:46 Quantum Root Redirect: A New Phishing Threat 03:47 Click Fix Phishing Attacks on Hotels 07:58 ChatGPT Vulnerabilities and AI Security Risks 11:37 University of Pennsylvania Data Breach 15:12 Conclusion and Call to Action

Enrique Quintana

Send us a textThe three of us reunite to discuss E.P. Thompson's 1967 essay on the "new time-sense" that came into being with the rise and development of industrial capitalism.

Chad Massaker shares his journey from running an IT company to becoming a top commercial real estate agent and mentor in Florida. He discusses market trends during and after COVID-19, the rise of mixed-use developments, and the strong performance of necessity-based retail and industrial assets. As eXp Realty's Commercial National Mentor of the Year, Chad also highlights innovative lead generation, personal branding, and sustainable business strategies that help new agents succeed without relying on cold calling.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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:Ethan Welch went from a decade-long mortgage career to running 7 active real estate projects and building a portfolio aimed at 50 rental units in 5 years. In this episode, he shares how taking action before he was ready, staying obsessed with growth, and building systems turned his side hustle into a predictable 4-deals-a-month business — and his full-time freedom.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

Process, People, and Purpose: Operations the Chick-fil-A WayBehind every lightning-fast drive-thru order at Chick-fil-A is a carefully designed system supported by real people who care — and continuous improvement that never stops. In this episode of Problem Solved, Elizabeth Grimes talks with Sam Hartman, multi-location Owner/Operator, and Matt Riley, VP of Enterprise Solutions, to uncover how Chick-fil-A balances efficiency with genuine hospitality. They discuss:Why the right people + thoughtful training matter more than any processHow simple operational tweaks — even moving the cups — can save seconds that scale to hoursWhy “my pleasure” is more than a catchphrase — it's a cultural mindsetHow Chick-fil-A uses data, observation, and feedback loops to refine systems every dayWhat leaders can learn about feedback culture, hands-on leadership, and developing talentThis conversation reveals what truly drives Chick-fil-A's reputation: not just speed, but purpose, consistency, and care.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

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture Germany industrial system is imploding, electricity costs are rising, the [CB] wanted to do this to every country. Biden/Obama created the recession that Trump is pulling us out of. Trump is moving to 50 year mortgages. Trump holds all the power with tariffs, it is the key to removing the [CB] and becoming the most economically powerful country. The [DS] is now trapped in the shutdown. They are desperately trying to get out of it. As they push they exposed everything they have done. Obamacare, EV push, SNAP its all a fraud. Obama has been enriching himself, all roads lead to Obama. Trump is telling the republicans what needs to be done to take full power back and give it to the people. Trump knows the enemy will do this if he doesn't.   Economy Endgame For Germany's Industrial Power Prices: Green Deal Failure Sparks Subsidy Spiral   German Chancellor Friedrich Merz hosted top executives from the German steel industry at a summit in the the Chancellery to discuss solutions to the deepening crisis. Since the peak year of 2018, German steel production has fallen by around 25 percent. Germany's economic crisis is accelerating. Sky-high energy costs, relentless competition from China and India, and the EU's absurd push for “green steel”—a climate-neutral variant no one demands on the world market—are pushing companies either into insolvency or out of the country. Industrial electricity prices have hovered around 16–17 ct/kWh for months. German industry still pays up to 70 percent more than U.S. or French competitors, who benefit from nuclear power as their energy base. This is the cost of the green transition. Green Deal Fails The frequency of summits is telling. Germany's transition to a climate-neutral economy has already failed. Reality refuses to bend to Brussels' Green Deal diktat. Source: zerohedge.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/EricLDaugh/status/1987560785116385686?s=20 President Trump Orders Investigation Into Foreign-Owned Meat Packing Companies For Driving Up Price of Beef Through “Illicit Collusion”  President Trump on Friday ordered the Justice Department to launch an investigation into foreign meatpacking companies for driving up the price of beef through “illicit collusion.” Beef prices are soaring in the US. According to some reports, ground beef and steak prices are up nearly 50% since July 2020. Trump has launched an investigation into meatpacking companies for possible price fixing and manipulation.     these Corporations are not criminally profiting at the expense of the American People. I am asking the DOJ to act expeditiously. Thank you for your attention to this matter! Overview of Alleged Price Fixing in the Beef IndustryThe "Big Four" meatpacking companies—JBS, Tyson Foods, Cargill, and National Beef—control about 85% of U.S. beef processing. They have faced multiple antitrust lawsuits and Department of Justice (DOJ) investigations accusing them of colluding to suppress prices paid to ranchers for live cattle while artificially inflating wholesale and retail beef prices. This creates a wide "meat margin" profit for packers at the expense of producers and consumers.

Communion After Dark - features the latest and best in Dark Alternative-Electronic Music. This week's show features music from Faderhead, Extize, Aesthetic Perfection, Matte Blvck, Die Krupps, and many more artists from around the world 

John Chang breaks down the Urban Land Institute and PwC 2026 Emerging Trends report and what it means for commercial real estate investors. He walks through ULI's top ten markets to watch, including Dallas, Miami, Houston, Northern New Jersey, Tampa, and Phoenix, highlighting where overdevelopment, insurance costs, and local policy risks could pressure performance versus where solid job and demographic trends still support growth. John also explores why he favors sectors like seniors housing, medical office, workforce apartments, necessity-based neighborhood retail, and small bay industrial over buzzy data centers, especially given AI's long runway and the heavy power demands of server facilities. He wraps up by explaining why today's combination of compressed lending spreads, elevated cap rates, and a coming construction slowdown could set investors up for strong risk-adjusted returns over the next three to five years if they position carefully now. 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 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

How does Kentucky keep itself atop the thoroughbred industry? Is a champion stallion really worth $200,000 per date? And how many hands can one jockey have? (Part two of a series, “The Horse Is Us.”) SOURCES:Emily Plant, thoroughbred researcher and statistician.Jill Stowe, professor of economics at the University of Kentucky.Mark Taylor, president of Taylor Made Farm.Oscar Gonzalez, vice chair of the California Horse Racing Board.Richard Migliore, head racing analyst for Fox Sports and New York Racing Association, retired jockey. RESOURCES:"Horse racing industry braces for crackdown on illegal immigration," by Ximena Bustillo (NPR, 2025)."Conceptualizing the Kentucky Horse Industry as an Economic Cluster," by Lori Garkovich (Bluegrass Equine Digest, 2009). Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.