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In this episode, host Pete Moore sits down with Dario Miceli, the passionate founder of Padel Magazine, to explore the explosive growth and unique challenges of padel, one of the world's fastest-rising racket sports. Dario shares his career path from real estate investor to becoming the unlikely publisher of a global magazine, revealing what makes padel so addictive, how it's carving its own unconventional path in the U.S., and why the current market still feels like the Wild West. From navigating linguistic debates (is it "padel" or "paddle"?), to the complexities of building courts, sourcing coaches, and attracting capital, Dario delivers an insider's perspective. He unpacks the differences between padel, pickleball, and tennis, the need for innovation in business models, and how communities in places like Spain can serve as a benchmark for what's possible. Whether you're a fitness executive, an investor, or simply curious about what's next in the HALO sector, this conversation offers valuable insights on seizing opportunities in an industry at the very beginning of its American ascent. On padel's cultural phenomenon, Dario states, "You have housing developments that instead of having a pool in the middle, they have padel courts with grills around them. People want to raise their kids around this sport." Key themes discussed Growth and adoption barriers of padel in the U.S. Lack of standardized business models for padel facilities Institutional capital vs. private investment in padel Comparison of padel to pickleball and tennis Spectator appeal and media presence of padel Coaching shortages and challenges for talent development Community-building and entrepreneurial ecosystem in padel A Few Key Takeaways 1.Padel in the U.S. Is the New "Wild West": The American padel market is in a raw, unstructured phase with no set blueprint, governing body, or proven business model. This creates both uncertainty and a prime opportunity for innovation, collaboration, and new entrants looking to shape the industry's direction 05:15. 2. Barriers to Scale Differ From Pickleball: Unlike pickleball, which has low costs and minimal barriers to entry, building a padel facility is costly and complex, often ranging from $30,000 to $70,000 per court, requiring municipal approvals, engineering, and expertise to build properly. These higher hurdles explain why institutional capital has not yet flowed into padel at the same pace, though private and venture investors are starting to show interest 07:09. 3. No Proven Facility Model . . . Yet: There's no consensus on the best facility model for padel. Operators are experimenting: some go premium with club-like amenities, others take a stripped-down approach by placing courts in urban spaces with minimal services. Ancillary income from food & beverage, social spaces, and wellness amenities are believed to be important, but no one model has emerged as consistently successful 16:01. 4. Lack of Coaches Is a Major Growth Bottleneck: One of the biggest constraints to padel's U.S. growth is the acute shortage of qualified coaches. Most have to be imported, which raises costs and complexity. There's an emerging focus on converting athletes from other racket sports, but true domestic, homegrown coaching talent will take years to develop 18:16. 5. Ecosystem Building Trumps KPIs at This Stage: For leaders like Dario, success is about catalyzing an ecosystem—getting more people passionate about padel, inspiring entrepreneurs and innovators to build complementary businesses, and spreading awareness. Traditional business metrics take a backseat to community creation and sport evangelism at this early stage 22:11. Resources: Dario Miceli: https://www.linkedin.com/in/dario-miceli-padel-magazine Padel Magazine: https://www.readpadelmag.com/ Integrity Square: https://www.integritysq.com Prospect Wizard: https://www.theprospectwizard.com Promotion Vault: https://www.promotionvault.com HigherDose: https://www.higherdose.com
In this podcast, Frida Infante and Harry Downie discuss the latest inflation data and breakeven markets across the euro area, the UK and the U.S. following a re-escalation of the US–Iran conflict, renewed hostilities in the Strait of Hormuz, and a sharp reversal higher in energy prices, and where they see the key risks. This podcast was recorded on 20 July 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5351469-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party
Joe Consorti is a Bitcoin and global capital markets researcher, and a leading voice at the intersection of Bitcoin & institutional finance.› https://x.com/joeconsorti› https://youtube.com/@joeconsortiPARTNERS
In this episode of the Just Access Podcast, we speak with Paula Vargas, Associate at the Institute for Integrated Transitions (IFIT) in Bogotá, where she leads the organisation's transitional justice work in Colombia and Latin America.Paula shares her journey into human rights and access to justice, explaining how a personal encounter with barriers to reproductive healthcare first shaped her understanding that rights are not only legal concepts but lived realities shaped by culture, institutions, and power. She reflects on why access to justice is essential for peacebuilding and how the absence of justice can create space for violence and alternative systems of authority. The conversation explores Paula's work at the intersection of international law, transitional justice, and peace implementation. Drawing on her experience working within Colombia's Ministry of Defense after the peace agreement with the FARC, she discusses the challenges of translating ambitious peace commitments into practical institutional change and why meaningful peace requires engagement from within the institutions involved in conflict.Paula also reflects on the complexities of accountability in societies emerging from conflict, sharing how her experiences challenged her assumptions and reinforced the importance of balancing justice, fairness, and the realities of implementation. She explains why transitional justice requires understanding different perspectives while maintaining a commitment to responsibility and human rights.What will you learn?• How personal experiences can inspire a career in human rights and access to justice• Why access to justice is closely connected to peace and preventing violence• How international law can influence domestic human rights debates and accountability processes• What it means to implement a peace agreement from within state institutions• The everyday realities and challenges of working on transitional justice• Why accountability and fairness must go hand in hand in post-conflict societies
While there are considerable crosscurrents on both the growth and inflation fronts, our views remain squarely focused on resilient global growth (with risks biased to the upside) and a 2H26 global inflation profile that downshifts to a still elevated level. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 17 July 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
We discuss USD take-aways from the soft CPI print countered by Fed hawkishness, main take-aways from our suite of systematic models and key drivers/ views in EM with focus on Latam and EMEA. Speakers Meera Chandan, Global FX Strategy Patrick Locke, Global FX Strategy Antonin Delair, Global FX Strategy Anezka Christovova, Head of EMEA EM Local Markets Strategy This podcast was recorded on 17 July 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5369697-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
The situation in the Strait of Hormuz has worsened, creating risks for the recovery of oil and gas infrastructure. Simultaneously, there are many questions on the return of central bank diversification and gold purchases, which is a central issue for the outlook on precious metals. In this episode, we focus on the news from the Middle East, as well as the status of gold and LNG markets. Speakers: Otar Dgebuadze, European Natural Gas Greg Shearer, Head of Base and Precious Metals Strategy This podcast was recorded on July 17, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5364444-0, https://www.jpmm.com/research/content/GPS-5363056-0 and for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
In this podcast Francis Diamond, Khagendra Gupta and Aditya Chordia discuss the upcoming ECB meeting, thoughts on yields over the summer and UK politics. If you have enjoyed listening to our podcast and reading our research we would great appreciate your support for us, the European Rates Strategy team, in the 2026 Extel Global Fixed Income Research survey in the Developed Europe: Economics & Strategy voting section. This podcast was recorded on 17 July 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5366265-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Arts Leadership & Institutional Innovation - Inside the Yale Schwarzman Center with Rachel FineIn this episode, I sat down with Rachel Fine, Executive Director of the Yale Schwarzman Center in the United States of America.Rachel is someone who came to arts leadership without a roadmap, as I think most of us do. She trained as a pianist and found her way into arts admin almost by accident, through gaining experience in different areas.So, in this episode, we talk about what the Yale Schwarzman Center actually is and does, both on a local and international scale, because I do think it allows us in the industry to think more widely about community and culture - especially as I was coming to this interview from a more fine art angle, and she was coming at it from a musical angle.I ask her about what her role as executive director entails, and she goes into depth on what it means to run an institution of this size. We spend a good deal of time talking about career paths and how Rachel fell into arts administration, why fundraising is more central to arts leadership than people like to admit, what the financial reality of this field actually looks like and if you can have a stable career in it, and where someone who wants to work in the cultural industries should start.Thank you Rachel for coming on the podcast!You can follow the Yale Schwarzman Center on Instagram here: https://www.instagram.com/yale_schwarzman/ and find out more at https://schwarzman.yale.edu/ - - - - - If you love what we do, support ALL ABOUT ART on PATREON! https://www.patreon.com/allaboutartKeep up to date on Instagram @allaboutartpodcast https://www.instagram.com/allaboutartpodcast/ ABOUT THE HOST:I am an Austrian-American art historian, curator, and writer. I obtained my BA in History of Art at University College London and my MA in Arts Administration and Cultural Policy at Goldsmiths, University of London. My specializations are in contemporary art and the contemporary art market along with accessibility, engagement, and the demystification of the professional art sector.SOCIALS: Instagram @alexandrasteinacker https://www.instagram.com/alexandrasteinackerand LinkedIn at Alexandra Steinacker-Clark https://www.linkedin.com/in/alexandra-steinacker/This episode is produced at Synergy https://synergy.tech/the-clubhouse/the-podcast-studio/ COVER ART: Lisa Schrofner a.k.a Liser https://www.liser-art.com/ and Luca Laurence https://www.graffitikunst.at/Research and Creative Assistant: Iris Epstein
⚡ Flipping the Lender: How to Arbitrage Non-Performing Hard Money Notes for 42%+ Quick PaydaysWelcome back to the 50 Note Deals in 50 Days case study series! In this episode, Scott Carson—"The Note Guy"—uncovers an extraordinary, under-the-radar sector of the distressed debt market: buying non-performing hard money loans directly from institutional portfolios at massive discounts. When a fund broker dropped a list of 29 nationwide hard money defaults on his desk, Scott immediately hopped in his car to personally audit an incredible investment opportunity sitting right in the West Side of San Antonio, Texas. If you are a real estate investor who wants to learn how to transition from a traditional fix-and-flipper to an institutional "Lien Lord," this breakdown reveals the exact blueprint to intercepting foreclosure files. Discover the exact math behind snapping up a $150,500 legal unpaid balance for just $105,000, and how you can manipulate DSCR cash-out refinancing guidelines to print tax-free private wealth without ever lifting a hammer! Let's get into the data.
Jeff sits down with Gavin Filmore of Tidal for a deep dive into why, even after three decades, the ETF industry is still, potentially only in the “second or third inning.” Gavin walks through the evolution from simple, passive equity ETFs to today's surge in active and derivatives-based products, explaining how his experience running an oil ETN through the negative-oil shock convinced him of the importance of flexibility over rigid index rules. They break down how market makers and regulation (like 6c-11 and the derivatives rule) have reshaped the landscape, why semi-transparent ETFs fizzled, and how white-label platforms like Tidal have ridden this innovation wave to roughly $80 billion across hundreds of largely active funds. Jeff and Gavin also get tactical on what it really takes to launch and grow an ETF now, from differentiated “white space” ideas and realistic AUM milestones, to operating capital, distribution strategy, and the contrasting roles of grassroots retail demand versus platform-driven institutional flows, before looking ahead to areas like prediction markets and single-stock futures as the next potential frontiers.Chapters:00:00-01:12=Intro01:13-3:51=Early Innings: Gavin's New York Roots and ETF Growth Setup3:52–13:30 = Active ETFs, Derivatives, and Why the ETF Boom Is Still Early13:31–21:48 = Why Derivatives Need Active ETFs: Oil Going Negative, Flexibility, and Hidden ETF Plumbing21:49–32:57 = Market Makers, Liquidity Myths, and the Hidden Frictions of ETF Trading32:58–44:13 = Building Tidal: Inside a White-Label ETF Platform Built on Active and Derivatives44:14–01:02:12 = How to Launch an ETF: Capital, Distribution, Retail vs. Institutional, and Platform Hurdles01:02:13-01:13:40 = Prediction Markets, Single-Stock Futures, and the Next Frontiers for ETFs01:13:41-01:19:16 = ETF Inning Count, Industry Outlook, and Parting ShotsFollow along with Gavin and Tidal on LinkedIn and be sure to check out tidalfinancialgroup.com for more information!Don't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts andsign-up for our blog digest.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visitwww.rcmalternatives.com/disclaimer
Welcome to J.P. Morgan Global Research's podcast, In Focus, where we explore timely and thematic topics with insights from across Global Research. In today's episode, we unpack the US defense industrial base with our Industry & Policy thematics team and examine how it has evolved. Speakers: Jahangir Aziz, Co-Head of Economic Research Steven Palacio, Industry & Policy Thematics Analyst Samantha Azzarello, Head of Content Strategy This podcast was recorded on July 15, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5321853-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Clement Manyathela hosts a dialogue with Advocate Paul Hoffman, Tebogo Khaas and Dr Jean Redpath to reflect on whether the IDAC is functioning as it should after concerns were raised about the cases the unit has pursued lately. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.
EPISODE DESCRIPTION I sat down with Wei Zhou, CEO of Coins.ph, to dig into how they're building stablecoin infrastructure that's genuinely changing lives in the Philippines and beyond. Wei walked me through his journey from Goldman Sachs to Binance CFO to buying Coins.ph from Gojek in 2022 and rebuilding it from scratch. We talked about why the Philippines has become a global leader in stablecoin adoption, how they slashed payment fees from 4-8% down to near-zero for Filipino freelancers, and why Wei believes every country needs its own blockchain currency , not just a blockchain dollar. We also got into the Genius Act, the Clarity Act, the upcoming wave of tokenized assets, and what it will take for stablecoins to go truly global. This one is packed with real-world insight from someone actually in the trenches of building payments infrastructure at the intersection of crypto and emerging markets. DISCLAIMERNothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend. Be a guest on the podcast or contact us - https://www.web3pod.xyz/ CONNECT Coins.ph Website: https://www.coins.ph/en-phCoins.ph Twitter/X: https://x.com/coinsphLinkedIn: https://www.linkedin.com/company/coins-ph/TikTok: https://www.tiktok.com/@coinsph_officialWeb3 with Sam Kamani: https://www.web3pod.xyz/ KEY POINTS WITH TIMESTAMPS • [00:01] Introduction to Wei Zhou and Coins.ph, building stablecoin infrastructure for the Philippines• [01:11] Wei's journey: Goldman Sachs, Binance CFO, buying Coins.ph from Gojek in 2022 and rebuilding it from scratch• [04:49] Why the Philippines is a natural fit for stablecoin adoption , the gig economy, English fluency, and the unbanked• [06:22] How Coins.ph cut payment fees from 4-8% (PayPal) to under 0.2% using USDC and USDT rails• [09:36] New feature: users can now spend USDT and USDC directly without converting to pesos, protecting against FX losses• [10:47] Financial literacy over crypto education , why Coins.ph focuses on helping people avoid scams first• [15:44] The importance of being a licensed VASP and e-money issuer , stacking regulatory 'Lego blocks'• [18:50] Institutional adoption in the US vs retail/payment adoption in emerging markets , why they differ• [19:49] The Genius Act's impact on stablecoin growth and why the Clarity Act could unlock the next wave of token issuance• [26:39] Why USD will remain dominant in stablecoins , mirroring the traditional FX market structure• [33:47] Tokenization wave: NASDAQ, SWIFT, DTCC, and the SEC all moving toward blockchain-based assets• [36:26] Coins.ph super app redesign , crypto payments via QR at local merchants with near-zero fees• [36:58] PHP-C: a Philippine peso-backed stablecoin already in BSP sandbox, waiting for regulatory sign-off• [38:03] Why every country needs 'blockchain pesos' to match blockchain dollars , currency sovereignty on-chain• [39:56] Vision for Coins.ph: evolving into an all-in-one fintech with trading, payments, savings, investing, and lending• [43:29] Expansion into Brazil and other regions, plus ongoing fundraising conversations
Canadian equities gained in the second quarter of 2026 even as the economy tripped the technical definition of a recession and an oil shock sent crude toward $120 before it fell back. Institutional portfolio manager Kevin Minas and investment counsellor Stu Morrow review the quarter, from the gap between the Canadian market and the Canadian economy to the case for holding commodity exposure as geopolitical risk becomes a recurring feature rather than a one-off. They also discuss what a narrow, AI-led rally means for a diversified portfolio, record hyperscaler bond issuance in Canada, and how the Bank of Canada and the Fed held rates through a volatile stretch. The conversation closes on the quarter's asset allocation: trimming equities back toward a neutral mix. Key Takeaways Canada met the technical definition of a recession, but the picture underneath was nuanced. GDP rebounded about 0.5% in April with most industries expanding, and per-capita output grew, closer to a stall-speed economy than a true contraction. The market and the economy can tell different stories. Financials and energy dominate the TSX while real estate and healthcare drive more of the real economy, which helps explain a roughly 7% TSX return alongside soft growth. Geopolitical risk increasingly looks like a recurring condition rather than a rare tail event. With oil spiking near $120 before falling back toward $70, the episode makes the case that commodity exposure can play a portfolio-construction role, chosen selectively where valuation and business quality support it, rather than serving as a call on prices. The Fed stood pat under new chair Kevin Warsh, and the Bank of Canada held across its April and June meetings after cutting substantially. In Canadian bonds, the team added duration as yields rose on inflation fears and removed it as they fell. On AI, the aim is not to guess whether the buildout keeps running, but to choose which risk to live with: too much concentration in the theme on one side, or falling behind by stepping away from it on the other. The team keeps the portfolio from leaning too far in either direction by weighing the companies spending on the buildout against the hyperscalers earning from it, since one company's capital spending is another's revenue. With memory stocks, the risk lies less in the multiple paid than in the cyclicality of the earnings. Credit was constructive, with record hyperscaler issuance in Canada including a $14 billion Amazon deal that Mawer participated in. With spreads tight, positioning stayed higher-quality and shorter-dated, and the balanced strategy trimmed equities back toward a neutral asset mix. Companies Mentioned: Amazon, Alphabet (Google), Meta, Microsoft, Oracle Host: Kevin Minas, CFA, CAIA, Mawer Institutional Portfolio Manager Guest: Stu Morrow, CFA, Mawer Investment Counsellor This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts
Changes in DA institutional culture - Ghaleb Cachalia by Radio Islam
Jason is CEO of Wilshire, overseeing roughly $1.76 trillion in assets under advisement and $176 billion in AUM, and has spent more than two decades helping shape the firm's evolution beyond its index roots. He shares how private markets are moving from institutional portfolios into broader investor access—and why scaling them requires better design, discipline, and implementation, not just access.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)
New research shows most Kiwis are worried about the impact the Iran war is having on their back pockets, and that was before President Trump declared the war back on this week. Reuben Tucker, Westpac NZ's Managing Director of Institutional and Business Banking spoke to Ingrid Hipkiss.
At Manhattan University, the case for the liberal arts is being made with outcomes, not nostalgia. Its graduates rank in the top 2% nationally for mid-career salaries, and The Wall Street Journal ranked the university 73rd in the country for graduate salaries, social mobility, and cost-effectiveness. The more useful story for institutional leaders sits underneath those numbers: a set of deliberate decisions about program design, technology preparation, faculty adoption, hiring, and alumni engagement. In this episode of the Changing Higher Ed® podcast, Dr. Drumm McNaughton speaks with Dr. Fred Bonato, President of Manhattan University, about how the institution pairs a liberal arts core with universal technology preparation, on the premise that transferable skills hold even greater value when combined with technical fluency. Bonato explains how Manhattan houses its interdisciplinary programs in AI, cybersecurity, and data science outside any single college under the new ARCH Innovation Exchange; requires every first-year student to earn an IBM SkillsBuild digital badge in AI; funds faculty adoption through an institutional ChatGPT license, workshops, and peer champions rather than mandates; screens faculty and staff hires for comfort with AI as a tool; and treats the university's alumni network as employment infrastructure, including the James Patterson-funded leadership development honors program. This conversation is especially relevant for presidents, provosts, and board members weighing humanities cuts, planning AI integration, or looking for adoption strategies that work within shared governance rather than around it. Topics Covered • Why Bonato defines the liberal arts by their transferable skills: problem-solving, creative thinking, and persuasive writing and speaking • Housing interdisciplinary programs in AI, cybersecurity, and data science outside any single college to reduce the likelihood of ownership disputes • The ARCH Innovation Exchange (analytics, research, creativity, humanity) and its speaker series open to the surrounding community • The required IBM SkillsBuild AI course and digital badge for first-year students • Driving faculty adoption through demonstrated value, resources, and peer champions instead of presidential mandates • How hiring questions have shifted from comfort with online teaching to comfort with AI, for faculty and staff alike • Experiential learning, intern-to-hire pipelines, and the alumni network's role in supplying opportunities Real-World Examples Discussed • ARCH's inaugural speaker, a cardiologist and Manhattan engineering alumnus who leads AI at his hospital, framing AI as decision support with a human in the loop • An institutional ChatGPT license and training workshops so faculty and staff can adopt AI at no personal cost • The James Patterson Honors Program, a leadership development program seeded by the best-selling alumnus, which launched with more than 160 students • Board chair and American Express CEO Steve Squeri speaking directly with students about building a career Three Key Takeaways for Higher Education Leaders 1. Keep the liberal arts in every program, including technical ones; graduates without them are less prepared and less well-rounded for the working world 2. Build the capacity to pivot; the world is changing quickly, and "this is how we've always done it" will no longer hold 3. Presidents need a deliberate way to disengage and recharge, even if only through adequate sleep; the job can consume its holder This episode offers a practical look at how one institution operationalizes the pairing of liberal arts and workforce readiness through governance, partnerships, hiring, and culture, without waiting for the technology or the sector to stabilize. Read the transcript: https://changinghighered.com/manhattan-university-liberal-arts-workforce-readiness/ #LiberalArts #WorkforceReadiness #HigherEducation #HigherEducationPodcast
In this episode, we sit down with John D'Agostino, Head of Coinbase's Institutional Strategy, to explore the evolving landscape of crypto, institutional adoption, innovative products, and regulatory developments shaping the future of digital assets.Check Out Scribe: Scribe.how/CRYPTO101Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out NPR: https://npr.orgGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Introduction to the Crypto Landscape02:53 John's Journey into Crypto06:09 Understanding Institutional Influence in Crypto09:04 Coinbase's Innovative Product Offerings12:10 The Evolution of Perpetual Contracts14:58 Regulatory Challenges and Opportunities17:56 Coinbase's Role in the ETF Market24:50 Security and Innovation at Coinbase28:55 Market Dynamics and Institutional Behavior33:57 The Impact of AI and Other Technologies on Crypto38:54 Bitcoin's Role as Digital Gold45:02 Institutional Interest Beyond Bitcoin and Ethereum49:00 Regulatory Clarity and Its ImportanceSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101Guest Linkhttps://x.com/johnjdagostino?lang=en*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out NPR: https://npr.org* Check out Quince and use my code quince.com/crypto101 for a great deal: https://www.quince.com* Check out Scribe and use my code Scribe.how/CRYPTO101 for a great deal: https://scribe.com/Crypto101* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The second round to the International Championship Of Nations Championship is considered, along with confusion over whether the Strait Of Hormuz is chip & pin. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Interview with Craig Hallworth, President & CEO of Gunnison CopperOur previous interview: https://www.cruxinvestor.com/posts/gunnison-copper-tsxgcu-new-pea-with-18-24-month-pfs-timeline-9611Recording date: 8th July 2026Gunnison Copper is positioning itself as a rising U.S. copper producer under new CEO Craig Hallworth, who recently stepped up from CFO following a leadership transition. The company has rapidly advanced its operations, bringing the Johnson Camp mine in Arizona into production within 18 months and using that momentum to progress its much larger flagship Gunnison project, which could supply up to 10% of current U.S. refined copper demand.A major priority has been financial restructuring. Gunnison successfully eliminated legacy secured debt in early 2026 and settled convertible debentures at a significant discount, strengthening its balance sheet and improving investor confidence. Institutional ownership has grown substantially, reflecting increased market credibility.Operationally, Johnson Camp is already producing copper cathode using Rio Tinto's Nuton leaching technology, with output sold domestically, including to Amazon Web Services. The project has also qualified for U.S. federal tax credits and may benefit from additional state-level incentives.The flagship Gunnison project presents compelling economics, with an estimated after-tax value of nearly $2 billion and a 22.5% internal rate of return. Despite this, the company trades at a steep discount to peers. Management attributes this gap to its earlier-stage development status and sees significant upside as permitting, drilling, and feasibility work advance.A key differentiator is Gunnison's integrated acid plant strategy, designed to mitigate supply chain risks and reduce reliance on imported sulfuric acid. Combined with an already-permitted site and low litigation risk, this supports a streamlined development pathway.With a large-scale drilling program underway and ongoing metallurgical testing, Gunnison aims to expand its resource base and attract a strategic partner ahead of a targeted construction decision by mid-2028, aligning with growing U.S. demand for domestically sourced critical minerals.View Gunnison Copper's company profile: https://www.cruxinvestor.com/companies/gunnison-copperSign up for Crux Investor: https://cruxinvestor.com
This week on Democracy Dialogues, Frances Cayton speaks with four experts on Polish politics about the success of Poland's opposition coalition in 2023, and the headwinds that democracy continues to face today. What challenges do parties and civil society face in building pro-democracy electoral coalitions? If victorious, how do these challenges affect post-election governance and efforts at pursuing democratic renewal? This episode brings together politicians, political scientists, and civil society leaders who each played a critical role in the 2023 elections to examine what made Poland's pro-democracy mobilization possible, the gains the 2023 coalition has achieved since entering power, and the challenges it continues to face in pursuing democratic renewal.This episode was originally recorded as a part of the Lessons from Global Democratic Resistance panel series. The series brings together frontline activists, civic leaders, institutional actors, and field‑informed scholars to examine how democratic actors have resisted, responded to, and learned from democratic backsliding across countries. The series aims to identify practical lessons and comparative insights for those defending democracy today and is organized in collaboration with the Ash Center for Democratic Governance and Innovation at Harvard University; Perry World House at the University of Pennsylvania; the Kellogg Institute for International Studies at the University of Notre Dame; the Democratic Futures Project at the University of Virginia; Stanford's Center on Democracy, Development and the Rule of Law; and the Carnegie Endowment for International Peace. Mikołaj Cześnik, Director of the Institute of Social Science at SWPS University, Chairman of the Council of the Stefan Batory Foundation Michał Wawrykiewicz, Member of the European Parliament (MEP). Co-Founder of the civic initiative Wolne Sady (Free Courts) Marek Tatała, President and Co-Founder of the Economic Freedom Foundation Dominika Lasota, Student and Activist in the Youth Climate Strike Poland, Co-Founder of Inicjatywa WSCHÓD Frances Cayton is a PhD Candidate in Government at Cornell University. Her research focuses on questions surrounding democratic backsliding, civil society, and political communication. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network
This week on Democracy Dialogues, Frances Cayton speaks with four experts on Polish politics about the success of Poland's opposition coalition in 2023, and the headwinds that democracy continues to face today. What challenges do parties and civil society face in building pro-democracy electoral coalitions? If victorious, how do these challenges affect post-election governance and efforts at pursuing democratic renewal? This episode brings together politicians, political scientists, and civil society leaders who each played a critical role in the 2023 elections to examine what made Poland's pro-democracy mobilization possible, the gains the 2023 coalition has achieved since entering power, and the challenges it continues to face in pursuing democratic renewal.This episode was originally recorded as a part of the Lessons from Global Democratic Resistance panel series. The series brings together frontline activists, civic leaders, institutional actors, and field‑informed scholars to examine how democratic actors have resisted, responded to, and learned from democratic backsliding across countries. The series aims to identify practical lessons and comparative insights for those defending democracy today and is organized in collaboration with the Ash Center for Democratic Governance and Innovation at Harvard University; Perry World House at the University of Pennsylvania; the Kellogg Institute for International Studies at the University of Notre Dame; the Democratic Futures Project at the University of Virginia; Stanford's Center on Democracy, Development and the Rule of Law; and the Carnegie Endowment for International Peace. Mikołaj Cześnik, Director of the Institute of Social Science at SWPS University, Chairman of the Council of the Stefan Batory Foundation Michał Wawrykiewicz, Member of the European Parliament (MEP). Co-Founder of the civic initiative Wolne Sady (Free Courts) Marek Tatała, President and Co-Founder of the Economic Freedom Foundation Dominika Lasota, Student and Activist in the Youth Climate Strike Poland, Co-Founder of Inicjatywa WSCHÓD Frances Cayton is a PhD Candidate in Government at Cornell University. Her research focuses on questions surrounding democratic backsliding, civil society, and political communication. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/political-science
This week on Democracy Dialogues, Frances Cayton speaks with four experts on Polish politics about the success of Poland's opposition coalition in 2023, and the headwinds that democracy continues to face today. What challenges do parties and civil society face in building pro-democracy electoral coalitions? If victorious, how do these challenges affect post-election governance and efforts at pursuing democratic renewal? This episode brings together politicians, political scientists, and civil society leaders who each played a critical role in the 2023 elections to examine what made Poland's pro-democracy mobilization possible, the gains the 2023 coalition has achieved since entering power, and the challenges it continues to face in pursuing democratic renewal.This episode was originally recorded as a part of the Lessons from Global Democratic Resistance panel series. The series brings together frontline activists, civic leaders, institutional actors, and field‑informed scholars to examine how democratic actors have resisted, responded to, and learned from democratic backsliding across countries. The series aims to identify practical lessons and comparative insights for those defending democracy today and is organized in collaboration with the Ash Center for Democratic Governance and Innovation at Harvard University; Perry World House at the University of Pennsylvania; the Kellogg Institute for International Studies at the University of Notre Dame; the Democratic Futures Project at the University of Virginia; Stanford's Center on Democracy, Development and the Rule of Law; and the Carnegie Endowment for International Peace. Mikołaj Cześnik, Director of the Institute of Social Science at SWPS University, Chairman of the Council of the Stefan Batory Foundation Michał Wawrykiewicz, Member of the European Parliament (MEP). Co-Founder of the civic initiative Wolne Sady (Free Courts) Marek Tatała, President and Co-Founder of the Economic Freedom Foundation Dominika Lasota, Student and Activist in the Youth Climate Strike Poland, Co-Founder of Inicjatywa WSCHÓD Frances Cayton is a PhD Candidate in Government at Cornell University. Her research focuses on questions surrounding democratic backsliding, civil society, and political communication. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/politics-and-polemics
Did you ever wonder why so many people didn't get out before the dot-com crash? It's an important question to ask yourself, especially if you believe you'll know exactly when to get out before any potential correction in today's AI and semiconductor stocks. The reality is that the dot-com bubble burst only 25 years ago. Human nature hasn't changed since then. Investors today are no smarter than investors were back then, and the same emotions that drove the bubble are showing up again. There were four major reasons so many people lost money during the tech bust. The first was that investors stopped focusing on earnings and price-to-earnings ratios. Instead, they justified sky-high valuations by looking at metrics like website traffic, page views, click-through rates, and the number of "eyeballs" on a screen. The assumption was that if revenue kept growing, profits would eventually follow. Many ignored the reality that businesses also have expenses, competition, and execution risk. The second reason was FOMO or the fear of missing out. Between 1995 and 2000, the Nasdaq surged roughly 400%. As people watched friends, coworkers, and investors make fortunes on tech stocks and IPOs, more and more money poured into the market. Institutional investors and retail investors alike stopped worrying about valuations. They simply saw stocks going up and didn't want to miss the ride. The third reason was the belief that "this time is different." You heard it everywhere: "You just don't get it. This is the new economy." Investors argued that traditional valuation metrics no longer mattered because the only thing that counted was gaining market share. Profitability could always come later. The fourth reason was the assumption that capital would never dry up. Few investors paid attention to where companies were getting their money. Many businesses were surviving on venture capital rather than sustainable profits. When funding slowed and investors became more selective, those companies had no profitable business model to fall back on. Many quickly went bankrupt. At the peak of the bubble, investors stopped asking basic questions. What am I paying for this company's earnings? What am I paying for its cash flow? In many cases, there weren't any. Yet investors convinced themselves the speculative frenzy would continue indefinitely. The biggest lesson is a humbling one. We like to believe we'll recognize the top and get out before everyone else. But investors in 2000 believed the same thing. Human psychology hasn't changed, which is why bubbles continue to repeat throughout history. Don't Build That Data Center in My Backyard The race to build AI infrastructure is running into an obstacle that many investors probably didn't see coming: local communities. Across the country, residents are protesting and filing lawsuits to stop new AI data centers from being built in their neighborhoods. One of the biggest concerns is something most people never think about, the constant noise. Data centers operate around the clock, with cooling fans, chillers, and backup generators creating a continuous hum 24 hours a day. That may not sound like a major issue until you have to live next to it. New York has become one of the focal points of this debate. While the state has plenty of available land for development, many communities are pushing back. Governor Kathy Hochul is even considering legislation that would place a moratorium on the construction of large data centers in certain areas. Public opinion reflects that growing resistance. According to recent polling, 44% of Americans oppose additional data center construction, while only 21% support it. When the question becomes more personal and whether people would support a data center being built in their own community, opposition jumps to 57%, while support falls to just 14%. Residents also question the long-term economic benefits. Building a data center may create thousands of construction jobs, but once the facility is complete, permanent employment may fall to just 100 to 200 workers. At the same time, these facilities consume enormous amounts of electricity. In some regions served by smaller utilities, a single data center could account for as much as 25% of total power demand, raising concerns about higher electricity costs and increased strain on the grid. The political landscape is becoming more challenging. Lawmakers in states including Arizona, Illinois, and Ohio have restricted or eliminated tax incentives that were previously used to attract data center investment. Even the companies building this infrastructure recognize the growing risk. The hyperscalers are expected to spend nearly $1 trillion on AI infrastructure this year, but increasing public opposition could slow those plans. Nebius Group, for example, warned in its 2025 annual report that rising resistance to data center projects in certain communities could become a headwind for future expansion. Investors have spent a great deal of time focusing on AI demand, chips, and software. However, another risk is emerging that deserves attention: if communities continue saying, "Not in my backyard," the pace of AI infrastructure growth may not be as smooth as many expect. Is Crypto Weakening One of America's Most Powerful Weapons? One of the United States' greatest geopolitical advantages isn't its military, it's the U.S. dollar. Roughly 90% of global foreign exchange transactions involve the U.S. dollar. That dominance gives the United States enormous leverage. When the U.S. imposes financial sanctions and cuts countries off from the dollar-based financial system, it becomes far more difficult for them to conduct international trade, finance military operations, or access global markets. That advantage is beginning to erode. Countries that have long opposed the United States such as Russia, Iran, and North Korea are increasingly turning to cryptocurrencies to bypass traditional financial channels. According to reports, their use of virtual currencies for cross-border transactions surged from roughly $12.5 billion in 2024 to more than $100 billion in 2025. Crypto gives sanctioned nations another way to move money. It can be used to purchase drones, weapons, military components, and fuel, while also helping finance operations such as smuggling oil and paying suppliers outside the traditional banking system. North Korea has become one of the world's most aggressive crypto thieves, using hacking and other cybercrimes to steal digital assets that can then be converted into funding for its military and weapons programs. Part of the challenge is that cryptocurrency wallets are identified by long strings of letters and numbers rather than names. While blockchain transactions are publicly visible, identifying the person or organization controlling a wallet can be extremely difficult without additional intelligence. That makes enforcement of financial sanctions much harder. Even terrorist organizations such as Hamas have, at times, solicited donations in cryptocurrency, illustrating how digital assets can be used to circumvent traditional financial controls. This is why I believe cryptocurrency has become more than just an investment story, it has become a national security issue. If Bitcoin and other cryptocurrencies were to experience a significant decline in value, it would reduce the purchasing power of those holding large crypto reserves, including sanctioned actors that rely on digital assets. While it would not eliminate their ability to use crypto, it could make this alternative financial system less effective and increase the relative importance of the dollar-based financial system. The stronger the role of the U.S. dollar in global commerce, the more effective financial sanctions remain as a non-military tool of foreign policy. With cryptocurrencies becoming more widely adopted, policymakers will need to consider the risk of weakening one of America's most effective forms of economic leverage. Even with oil off its recent peak, you still may not see cheaper airline tickets. You might assume that with the decline in oil prices, jet fuel costs are also declining, and airlines will pass those savings on to travelers through lower ticket prices. Oil and jet fuel prices have indeed come down, but don't expect airlines to slash fares anytime soon. The reason is simple: demand remains strong. Even after airlines raised fares eight times since the start of the conflict in the Middle East, analysts say the average round-trip domestic ticket climbed roughly 19% to about $638 yet demand barely changed. In other words, consumers have shown they are willing to pay higher prices to travel. If people keep buying tickets, airlines have little incentive to lower fares and give up those higher profit margins. Supply is also likely to remain constrained. Airlines aren't rushing to add flights because keeping capacity tight helps support higher ticket prices. The bankruptcy and downsizing of low-cost carriers such as Spirit Airlines has also reduced competition on many routes, making it easier for the remaining airlines to maintain pricing power. To be fair, airline pricing should be viewed over a longer time horizon. From 2019 through 2025, overall consumer prices rose about 26%, while average airfares actually declined roughly 3.5%. So, despite the recent increases, airline tickets are still relatively inexpensive compared with the broader rise in inflation over the past six years. The bottom line is that lower fuel costs alone don't guarantee lower ticket prices. As long as travel demand remains healthy and airlines keep capacity in check, consumers may not see much relief at the checkout screen. Letting Air Out of the Investment Portfolio Balloon Before It Pops At one point or another, we've all seen a balloon inflated until it finally bursts. The same thing can happen to an investment portfolio. Watching your portfolio grow is exciting, but every investor knows that markets don't go up forever. The challenge is that no one knows exactly when a portfolio has become too inflated. One of the biggest reasons investors refuse to sell is simple: they hate paying taxes. Believe me, I dislike paying taxes just as much as anyone else. But you should never let the tax bill dictate your investment decisions. Sometimes the smartest move is to relieve some of the pressure in your portfolio before the market does it for you. There are two simple ways to accomplish this: trim oversized positions and sell investments that have become significantly overvalued. The first strategy is reducing concentration risk. If you review your portfolio and discover that a single stock has grown to 10% or 12% of your total assets, it may be time to trim that position back to 7% or 8%. Yes, you'll likely owe capital gains taxes, but you'll also be reducing the risk that one investment can have an outsized impact on your portfolio if it suddenly declines. The second strategy is selling investments that have exceeded your target price and can no longer be justified based on their fundamentals. If the valuation has become stretched and the company's earnings outlook no longer supports the stock price, it may be time to take profits. Again, you'll probably owe taxes on the gain, but remember that capital gains are generally taxed at favorable rates. More importantly, paying a 20% or 25% tax on your profit is often far less painful than watching the entire investment lose 20% or more in value. That 20% decline occurs on the entire position rather than just the gain. No strategy is perfect. You may trim a position only to watch it continue climbing for another year or two. That's part of investing. Risk management isn't about perfectly timing the top, it's about ensuring that no single investment or sector can seriously damage your long-term financial plan. Consistently following a disciplined, conservative approach won't always maximize returns during bull markets, but it can significantly reduce risk over a full market cycle. When the next major correction inevitably arrives, your portfolio should be positioned to withstand it. That makes it far easier to stay invested, avoid emotional decisions, and continue building wealth instead of panic-selling after the damage has already been done. Successful investing isn't just about finding great investments. It's also about knowing when to reduce risk. Sometimes, letting a little air out of the balloon today is the best way to keep it from popping tomorrow. Is AI creating the next memory boom... or setting up the next bust? SK Hynix just pulled off the largest foreign ADR listing in U.S. history, pricing its American depositary receipts at $149 and raising $26.5 billion. That isn't just a fundraising event, it is fuel for one of the most aggressive semiconductor expansion plans the industry has ever seen. The company is pouring money into new factories, equipment, and advanced packaging capacity around the world. In the United States, SK Hynix is building its first manufacturing facility, a $4 billion advanced packaging plant in West Lafayette, Indiana, expected to be completed in 2028. Back home in South Korea, the spending is even more staggering. SK Hynix plans to invest up to $720 billion expanding memory production, including a $390 billion semiconductor cluster in Yongin. The company has also committed roughly $7.8 billion by the end of 2027 for additional extreme ultraviolet (EUV) lithography machines, the highly specialized tools needed to manufacture cutting-edge HBM chips. These machines cost as much as $400 million each, are in extremely limited supply, and are only produced by ASML. The company is even accelerating its expansion timeline by more than a decade, with four new fabrication plants now expected to be completed by 2033. The question investors should be asking isn't whether AI demand is real. It clearly is. The real question is whether the industry is repeating a familiar pattern. Memory has always been one of the most cyclical businesses in technology. Every major technology revolution from the dot-com boom, to smartphones, to cloud computing created a surge in demand for memory chips. Manufacturers responded by rapidly expanding production. Eventually supply caught up, prices collapsed, profits disappeared, and investors who arrived late learned just how brutal the memory cycle can be. Today feels different... but that is often what every cycle feels like while it is happening. SK Hynix's market value has increased more than sevenfold over the past year as AI infrastructure spending has created a shortage of HBM. Revenue nearly tripled between 2023 and 2025 to roughly $65 billion, and Wall Street expects sales to surge again to approximately $235 billion in 2026. Those are incredible numbers. But when major memory producers start announcing massive capacity expansions, history suggests investors should at least consider what happens when today's shortage eventually becomes tomorrow's surplus. AI may create years of strong demand for memory, but the semiconductor industry has a long history of building too much capacity just as demand begins to normalize. The opportunity is enormous, but so is the risk if history repeats itself. Financial Planning: Simple vs Compounding Interest Loans Many people assume that choosing a simple interest loan over a compound interest loan will dramatically reduce the amount of interest they pay, but in most real-world lending situations, the difference is minimal. The reason is that the power of compounding only becomes significant when a balance grows over time because interest is being added to the principal. With most consumer loans, borrowers either make interest-only payments that keep the principal balance unchanged or make payments that reduce the principal over time. In either case, the interest charged during each payment period is based on the outstanding loan balance at that time, not on an ever-growing balance. Since the loan balance is remaining the same or steadily declining rather than increasing, there is little opportunity for “interest on interest” to accumulate. While compounding can become important if unpaid interest is capitalized and added to the loan balance, that is the exception rather than the rule. For most mortgages, HELOCs, auto loans, personal loans, and similar debt, borrowers should focus far more on the interest rate than on whether the loan is described as using simple or compound interest. Too Many People Are Using Target Date Funds in Their 401(k) For years, we've discussed the drawbacks of target date funds, including their higher fees and one-size-fits-all approach. Despite those concerns, they remain incredibly popular because they are simple and require very little effort from the investor. According to Vanguard, 61% of 401(k) participants invest in target date funds. On the surface, they sound like the perfect solution. If you plan to retire around 2045, you simply choose the 2045 Target Date Fund and let it manage your investments. The fund automatically adjusts your portfolio over time, gradually reducing your exposure to stocks and increasing your allocation to bonds as you approach retirement. Many investors don't realize how significant that shift can be. By the target retirement date, a target date fund may hold around 50% of its assets in bonds. The adjustments don't stop there. Reaching the target year doesn't mean the fund is liquidated or that you receive your money. Instead, the fund continues along its glide path and could increase its bond allocation to 70% or even 80% over the following years. That approach may have made sense decades ago, but retirement looks very different today. Many people will spend 20 years or more in retirement. Over that length of time, maintaining enough exposure to stocks can be critical to helping your portfolio grow and keep pace with inflation. A portfolio that becomes too conservative too quickly may struggle to provide the long-term growth many retirees need. Another limitation is that target date funds only manage the assets inside your 401(k). They don't take into account your IRAs, brokerage accounts, pensions, real estate, or other investments. As a result, your overall portfolio allocation could end up being far different than what is appropriate for your financial goals. The convenience of target date funds is appealing, but convenience shouldn't replace planning. A successful retirement requires understanding how your money is invested, estimating what your portfolio could be worth when you retire, and developing a strategy for how those assets will be invested throughout retirement, not just until you reach it. Is That Really Your Son or Daughter Calling You? You know your children's voices. You talk to them regularly. Then one day you get a frantic phone call from your son or daughter. They tell you they've just been in a serious accident. They need $15,000 immediately or they're going to jail. They tell you exactly how to send the money. Without hesitation, you wire the funds because you want to help your child. Unfortunately, you have just been scammed by AI. AI-powered scams are exploding. Reports show AI-related fraud surged more than 1,200% in 2025, and at the current pace, losses from AI scams in the United States could reach $40 billion annually by 2027. Another study found that one in four adults has already experienced an AI voice scam. Your first reaction may be, "That could never happen to me. I don't post anything on social media." But the problem may not be your online presence. It's your children. Many people regularly post videos on social media, and today's AI only needs about three seconds of someone's voice to create a convincing clone. Once scammers have that sample, they can make it sound like your son or daughter is saying almost anything. So how do you protect yourself? If you receive an emergency call asking for money, don't panic. Before sending anything, ask a question that only you and your child would know the answer to. Make it something that has never been shared publicly. For example, ask about a funny childhood memory that only the two of you remember. Don't use information like birthdays, graduation dates, wedding dates, or other facts that could be found online or in public records. Remember with all these data centers there is so much information that is being obtained and saved but used for the wrong purposes. Even better, establish a family safe word or passphrase today. Choose something simple that everyone can remember but that would never appear online. If you ever receive one of these calls, ask for the safe word. If they can't provide it, assume it's a scam until you can verify the situation by calling your child directly or contacting another trusted family member. As AI continues to improve, these scams will only become more convincing. The same technology powering innovation is also giving criminals new tools to exploit unsuspecting families. Stay alert. Verify before you trust. A few extra minutes could save you thousands of dollars and a great deal of heartache. Is It Boom or Bust for Micron? It is hard to argue with Micron's incredible stock performance. Through July 2, the shares were up 242% year to date and an astonishing 701% over the previous 12 months. Even after recently falling about 22% from their peak, investors are still debating whether the company has much more room to run. The good news is that Micron has locked in 15 new customers under long-term supply agreements, with some contracts extending as long as five years. Many of these agreements include customer deposits, giving the company excellent revenue visibility and reducing uncertainty over future sales. For investors, that is exactly the kind of stability they like to see. But every smart investor should also ask: What is the downside? While those contracts provide a strong foundation, they do not guarantee that demand will remain as strong over the long term. Unless a customer goes bankrupt, the contracts are largely locked in, but technology changes quickly. High prices and limited supply often encourage innovation, and the AI memory market is no exception. Several companies are developing new architectures that reduce or even eliminate the need for high-bandwidth memory (HBM), which has been one of Micron's biggest growth drivers. As companies search for lower-cost and more efficient alternatives, demand for HBM could eventually soften. Nvidia also signaled in June that it is redesigning portions of its upcoming Vera Rubin AI platform to use memory more efficiently. While Nvidia remains a major customer for HBM, improvements in memory efficiency could reduce the amount of HBM required per AI system over time. Meanwhile, newly public chipmaker Cerebras has taken an entirely different approach. CEO Andrew Feldman has said the company's wafer-scale AI chips do not use HBM at all, arguing that it is too expensive and supply constrained. If other AI hardware companies pursue similar designs, it could create additional competition for HBM. None of this means Micron's growth story is over. The company's long-term contracts provide meaningful protection, and AI demand remains exceptionally strong today. However, investors should remember that today's shortages and premium pricing often inspire tomorrow's technological breakthroughs. The question for Micron investors is whether HBM remains the industry standard for years to come or whether innovation eventually reduces the need for it. If demand for HBM begins to slow, Micron's remarkable growth could also begin to moderate. Companies Discussed: Caterpillar Inc. (Ticker: CAT)
In our forecast, which the consensus and market have come to over the past months (resilient growth, sticky inflation, hawkish central banks), the distinctiveness has diminished. However, this doesn't stop us from worrying about things, or arguing about them. The baseline is still for continued expansion with a bit of upside risk driven by an unstoppable consumer, but downsides can still be seen in the tail. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 10 July 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
This week, Greg Fuzesi and Raphael Brun-Aguerre discuss whether the latest data out of the Euro area raise upside risks to growth and what the Le Pen court ruling means for France. This podcast was recorded on 10 July 2026. This communication is provided for information purposes only. Institutional clients for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Arindam Sandilya, James Nelligan and Junya Tanase discuss the week in currencies. This podcast was recorded on 10 July 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5360103-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Ipek Ozil and Pankaj Vohra discuss some of the latest developments in funding. Speakers Ipek Ozil, Head, U.S. Interest Rate Derivatives Strategy Pankaj Vohra, U.S. Short Duration Strategist This podcast was recorded on July 10, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5363535-0 and https://www.jpmm.com/research/content/GPS-5361790-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Just as markets embraced an open Strait of Hormuz, a sense of déjà vu has washed over the commodities world when vessels were attacked this week. At the same time, Russian refineries continue to be targeted by drones, copper is again consumed by tariff uncertainty and the gas situation in Europe is setting up for a difficult winter. Speakers: Otar Dgebuadze, European Natural Gas Greg Shearer, Head of Base and Precious Metals Strategy This podcast was recorded on July 10, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5359286-0, https://www.jpmm.com/research/content/GPS-5355846-0 and https://www.jpmm.com/research/content/GPS-5336739-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse
In this episode of the Milk Road Show, we sit down with Nick Roberts-Huntley, CEO of Blueprint Finance, to unpack why Wall Street is quietly building the infrastructure that could power crypto's next major growth cycle. We discuss why Ethereum and Solana aren't necessarily competitors, how institutions are thinking about blockchain adoption, and why the biggest opportunity in crypto may be happening behind the scenes.~~~~~
Ethics concerns from Senate Democrats remain the biggest obstacle for the upper chamber to pass a crypto market structure bill. Meanwhile, whales are still buying Ethereum ETFs. ~This Episode is Sponsored by OKX~ Trade RLUSD/XRP on OKX + claim the new user offer! Deposit $100 to get $50 ➜ https://bit.ly/OKXRP Use code: paulbarron *Terms Apply* 00:10 Sponsor: OKX 00:50 Tingling feeling 01:10 Scott Melker: Bottom building 02:40 Matt Hougan: Feels like 2019 05:10 BTC in 2019 06:20 ETFs rising 270K BTC in 30days 07:10 Vanguard bends the knee? 08:10 July rally? 08:30 Institution loading up on ETH 09:00 ETH/BTC in 2019 09:45 Robinhood chain ETH Unlock 11:30 Fed blames AI for inflation 12:50 Bloomberg: AI will take time 14:15 CNBC: Inflation vs politics 16:15 CNBC: The market vs the fed minutes 17:10 BOJ precursor? 17:45 Iran's leverage 18:20 Strategy earnings 18:45 CLARITY mess #crypto #bitcoin #ethereum ~Institutional Buying Spree?
In this episode of SurgOnc Today, we will discuss the critical infrastructure and institutional support needed to successfully conduct surgical clinical trials. Host Dr. Christina Angeles, surgical oncologist at the University of Michigan and Chair of the SSO Research Committee, is joined by Dr. Hop Tran Cao, HPB surgeon at MD Anderson Cancer Center, and Dr. Melissa Pilewskie, breast cancer surgeon at the University of Michigan – both actively engaged in clinical trials at their respective institutions. Together, they explore the unique challenges surgeons face when initiating and executing clinical trials, how institutional culture and resources shape the research environment, and what it takes to build the infrastructure needed to support high-quality surgical research. From dedicated surgical trials centers and multidisciplinary collaboration to investigator training and fellowship education, this conversation offers practical insights for surgeons at every stage of their career – whether you're just starting out or looking to strengthen your institution's research program.
Trading Nut | Trader Interviews - Forex, Futures, Stocks (Robots & More)
Most traders spend years searching for the "perfect" strategy. But what happens when two consistently profitable traders—each with completely different beliefs about how markets move—sit down for a face-to-face debate? In this fascinating conversation, Humble Trader defends the ICT philosophy that markets move according to an algorithm targeting liquidity, while Paul Scott, a former institutional trader, argues that markets are driven by real order flow, human decision-making, and institutional value—not a hidden algorithm. Together, they challenge each other's assumptions on market structure, liquidity, sniper entries, risk management, psychology, patience, and what it really takes to become consistently profitable. Whether you trade ICT, price action, or institutional concepts, this discussion offers valuable insights into how elite traders think, manage losses, and build unwavering confidence in their edge. Humble Trader's LinkTikTok Paul Scott's LinkWebsite Podcast Interview Paul Scott's and Humble Trader's Trading Strategies Key Lessons [03:11] "News events don't mean the market algorithm stops working. They're simply part of how price is delivered to liquidity targets." - Humble Trader [04:17] "Execution algorithms used by banks are different from the idea that one giant algorithm controls the market. Banks turn execution algorithms off during major news because they can't think for themselves and can amplify volatility." - Paul Scott [06:06] "The market itself is what follows an algorithm. Even if banks stop their execution algorithms, price continues to move. That's why it's possible to anticipate liquidity targets and where price may reverse." - Humble Trader [08:16] "You can never know whether the market will go up or down. Let the market show its hand before entering a trade." - Paul Scott [09:39] "Backtest your approach as far back as your charts allow. Confidence comes from seeing that your strategy has worked over many years of historical data." - Humble Trader [12:34] "Trade from price, not from timeframes. Price is the same whether you're looking at a monthly chart or a one-minute chart." - Paul Scott [14:46] "Finish your trading early if possible. Make your money, manage your trade, and spend the rest of your day enjoying life with your family." - Humble Trader [16:11] "Patience is essential. Mark your levels beforehand, set alerts, and only trade when price reaches your predetermined area." - Paul Scott [17:17] "Prepare before the market opens. Know where price is likely to go, follow your checklist, remain patient, stay disciplined, and wait for your setup." - Humble Trader [18:40] "Wait for confirmation. Let the market reveal its intention before joining the move." - Humble Trader [20:33] "Stop strategy hopping. Find a method that fits you and master it instead of constantly searching for a better strategy." - Humble Trader [23:39] "Accept that losses are inevitable. Reduce your position size after a loss, wait patiently for the next quality setup, and avoid emotional trading." - Humble Trader [25:32] "Don't take losses personally. Trading is a business. Sometimes the market gives you money, and sometimes it takes some back." - Paul Scott [25:48] "If you get stopped out at the same level multiple times, stop trading that level and wait for the next opportunity." - Paul Scott [30:29] "After every trade, study why price reacted where it did. Ask yourself what you missed, whether it was liquidity, imbalance, or another market structure clue, so your execution improves over time." - Humble Trader
Rural students are on every college campus and yet they remain largely invisible in our equity conversations, our institutional design, and our student affairs practice. Elise Cain, Jarvis Marlow-McCowin, and Ty McNamee have each dedicated their work to understanding what it actually means to come from a rural place, to carry that identity into a college environment, and to navigate the intersections within higher education. The post Rural College Students: Place, Identity, Systems, and Institutional Responsibility appeared first on Student Affairs NOW.
Finding a great business is only half the battle. The harder part? Convincing a lender that you're the person who should own it. That's where most acquisitions quietly fall apart. In this episode, Jaryd is joined by Jared W. Johnson, the top individual SBA loan producer in the United States, who's helped fund more than $800 million worth of business acquisitions. But this isn't just another conversation about lending. Jared has been on both sides of the table. He recently acquired a $600,000 eCommerce business himself. What caught his attention wasn't perfect systems or polished financials. It was the opposite. A business with outdated processes, inventory tracked entirely from memory, and obvious operational gaps that most buyers would see as red flags. He saw upside. Together, Jaryd and Jared unpack how the deal came together, why the business was relocated across states, how a 3PL simplified operations, and why keeping one long-term employee became one of the smartest decisions they made after the acquisition. They also pull back the curtain on how lenders really think. Why do buyers with strong incomes still get declined? What makes someone trustworthy in the eyes of a bank? Does your personal spending matter? And when a business has valuable assets like an email list, loyal customers, strong SEO, or a large social following, how much weight do lenders actually give them? Whether you're preparing to buy your first business or looking to finance your next acquisition, this episode gives you a clearer picture of what separates buyers who get approved from those who don't. The best deals don't always go to the highest bidder. They usually go to the buyer who's prepared.
What does institutional crypto adoption actually look like beyond the headlines?Harriet Browning, Global VP of Sales at Twinstake, joins Bitcoin.com's Alex Richardson at Proof of Talk 2026 in Paris to discuss how institutional staking is evolving and why infrastructure, not speculation, is becoming the focus of the next phase of crypto adoption.Drawing on her background in TradFi derivatives, Browning explains why staking should be viewed as core blockchain infrastructure, how non-custodial institutional staking works, and what large investors expect from validators today.Topics include:- Why institutional staking is gaining momentum- The shift from TradFi to DeFi- How non-custodial staking works- Validator performance and Solana staking- Regulatory momentum and institutional requirements- The role of the Proof of Stake Alliance- Why compliance, custody, reporting, and infrastructure matter more than everRecorded at Proof of Talk 2026 in Paris.
A new report accuses the world's most trusted human rights organizations of a problem that goes far beyond anti-Israel bias: antisemitism, and a culture that pushes out Jewish staff for naming it. This week, Yonit and Jonathan talk to Danielle Haas, a former senior editor at Human Rights Watch who spent 14 years inside the organization before co-founding EiGHT, a watchdog created to scrutinize the watchdogs. Drawing on interviews with over 70 staffers across nine major NGOs, the report documents internal messages calling for "liberating the world from Zionism," leadership reposting inflammatory rhetoric, and a pattern of employees being sidelined the moment they raised concerns. 00:00 Introduction to the Conversation 01:30 Danielle Haas's Background and Experience 03:43 Insights from the New Report on NGOs 07:58 Striking Findings and Internal Messaging 11:31 Challenges Faced by Jewish Employees 17:19 Lack of Accountability in Human Rights Organizations 21:08 Cultural Shifts and Generational Changes 24:46 Association with Militant Organizations 27:20 The Future of Human Rights Organizations 33:00 Reflections on Personal Experience and Change
Their research helped the SEC approve the Bitcoin ETFs. Their dashboards helped expose the FTX collapse before anyone else knew what was happening. In this interview, Adrian Fritz and Eli Ndinga from 21Shares break down why institutional allocation to crypto is still practically zero despite all the headlines, how they decide which products to bring to market before the narrative even exists, and why the old altcoin seasons where everything pumps together are never coming back. They explain how blockchains are about to become invisible infrastructure that your mother uses without knowing it, where the next mini bubbles will form in privacy and AI, and why 99% of crypto assets won't exist in a few years — but the 1% that survive will be the Googles and Facebooks of the next era. Learn more about your ad choices. Visit megaphone.fm/adchoices
Joseph Chalom lays out why Ethereum Institutional exists, how it differs from Etherealize, and why he thinks Michael Saylor is in a pickle. ======================================================== Thank you to our sponsor! Fidelity: Fidelity has been building in crypto and DeFi since 2014 — now they're hiring. Explore career opportunities at one of the most forward-thinking names in finance here: crypto.fidelitycareers.com. Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== Sharplink, BitMine, and Joe Lubin spent the past ten days launching two new organizations aimed at convincing Wall Street to build on Ethereum, backing them with commitments from more than fifty institutional supporters. Joseph Chalom, CEO of Sharplink and a board member of the new Ethereum Institutional, joins Laura Shin to make the case that Ethereum's real competition isn't Solana or Canton. It's inertia: the reluctance of the world's largest institutions to touch financial rails they don't already trust. Chalom walks through how Ethereum Institutional differs from Etherealize and the Enterprise Ethereum Alliance, why Robinhood building on Arbitrum still counts as a win for Ethereum, and what it would take for ETH to capture the value flowing through the network as tokenized real-world assets grow past $31 billion. He pushes back on claims that the Ethereum Foundation's culture is broken, then turns to Strategy's preferred stock drama and says plainly that Michael Saylor is in a pickle. Host: Laura Shin, Host / Unchained Guests: Joseph Chalom - CEO of Sharplink Timestamps
The Global FX team discusses take-aways from a mixed employment report as well as the outlook for yen, GBP and EMEA EM with focus on HUF. Speakers Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy James Nelligan, Global FX Strategy Michael Harrison, Emerging Markets Strategy This podcast was recorded on 02 July 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5351150-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.
Nathan McCauley, Co-Founder and CEO of Anchorage Digital, joined us to discuss how the firm is helping institutions adopt blockchain technology and utilize crypto.Topics:- Anchorage Digital is participating as a seed investor in the new JPMorgan OnChain Liquidity-Token Money Market Fund- Transparency Alliance launched by Blockworks. Support launched for Solana DeFi on Porto - fUSD - FalconFinance 's new U.S. dollar-backed payment stablecoin is issued by Anchorage Digital Bank Brought to you by
Mark Longo sits down with Fateen Sharaby, Head of Index Derivatives at Bloomberg, during the 2026 Options Industry Conference to discuss the future of index derivatives, competition in benchmark products, and the evolution of the options marketplace. In this interview, they explore: Bloomberg's growing equity index business The launch of Bloomberg 500 and Bloomberg 100 futures with MIAX Why Bloomberg believes the index marketplace needs more competition The rise of 0DTE index options Institutional and retail adoption of index derivatives Volatility-based and options-based investment strategies The potential impact of major IPOs on benchmark construction 24-hour trading and the future of global market access The growing interest in perpetual futures and derivatives What traders should watch as Bloomberg expands its derivatives ecosystem
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by CoinDesk Indices and Data to break down nearly $1.8 billion in weekly Bitcoin ETF outflows, Strategy's new capital plan, and whether the digital asset treasury narrative is back. SharpLink CEO Joseph Chalom joins to unpack the Ethereum Foundation's funding crisis, the launch of ETHlabs, and the company's $75 million raise, as he makes the case for an institutional supercycle in ETH. In this week's 10X, Kaizen founder Brian Jung breaks down his MicroStrategy short. Moody's Ratings Managing Director and Global Head of Digital Economy Fabian Astic explains how the firm is embedding credit ratings into tokenized securities on Solana and unveils the first-ever credit rating methodology for stablecoins. Plus, Midnight Foundation President Fahmi Syed details the partnership with Bank of England-regulated Monument Bank and why privacy is becoming the missing piece for institutional adoption. - This episode of Public Keys is brought to you by Kraken Pro. For more: https://pro.kraken.com/ - Learn more at https://www.bullish.com/. - To get market moving news delivered daily, download CoinDesk's mobile app: https://linktr.ee/coindeskapp. - Timecodes: 00:00 Welcome to Public Keys 00:52 BTC ETFs See $1.8B in Weekly Outflows 02:57 Strategy's Capital Plan and Bitcoin's Week 04:12 Is the Digital Asset Treasury Narrative Back? 06:37 Ethereum Foundation Departures and ETHlabs 07:06 SharpLink CEO Joseph Chalom Joins 08:15 Ethereum's Funding Crisis and the ETH Bull Case 10:25 Inside SharpLink's $75M Raise 13:36 ETH's Institutional Super Cycle and Price Outlook 15:19 Will the Clarity Act Pass This Year? 17:45 10X: Brian Jung's Strategy Short 19:16 Moody's Ratings Brings Credit Ratings On-Chain 19:46 Fabian Astic on the First Stablecoin Credit Rating 21:36 Do Stablecoins Need Ratings After the Genius Act? 23:17 Why launch token ratings on Solana and Canton first? 25:36 Collateral Mobility and $255T in Trapped Liquidity 28:46 Is Privacy the Missing Piece for Institutions? 29:02 Midnight's Fahmi Syed on the Monument Bank Deal 33:46 The Collateral Warehouse and Global Expansion 36:38 Thanks for Watching
The latest Federal Reserve policy shifts and rising geopolitical tensions are reshaping the financial landscape. With Jerome Powell exiting and Kevin Warsh signaling a tighter-lipped Fed, investors face renewed market uncertainty and an end to traditional forward guidance. This episode breaks down how the ongoing Iran conflict is dictating oil prices and the timeline for interest rate cuts, while exploring why the stock market continues to offer the best risk-to-reward ratio for capital deployment.The conversation also dives into the massive economic potential of advanced AI and robotics, analyzing predictions from industry leaders regarding the automated future of the global labor market. We evaluate the current hyper-supply phase of the real estate market cycle, the potential massive liquidity injection from the upcoming Crypto Clarity Act, and the exact $5 million financial milestone needed to achieve true freedom in today's economy.KEY TOPICS DISCUSSEDFederal Reserve policy changes and the elimination of forward guidance under Kevin Warsh.Geopolitical impacts of the 60-day MOU in the Iran conflict on global oil prices.Short-term stock market corrections and interest rate cut predictions for the coming year.Institutional investments, warm water cooling, and the bullish outlook for Nvidia.SpaceX IPO lockup periods and why short-term valuation pressures exist for early retail buyers.The integration of advanced humanoid robotics into global labor markets and factory infrastructure.The upcoming US House committee hearing on the Crypto Clarity Act and its potential market impact.Phase three and four of the Mueller real estate cycle and how to acquire undervalued commercial assets.Leveraging life insurance arbitrage to invest in real estate debt funds for positive yield.KEY TAKEAWAYSThe Federal Reserve's decision to drop forward guidance removes the market's reliance on predictable rate cuts, signaling a return to historically normal, higher interest rate environments.Global oil prices remain the primary linchpin for future interest rate decisions, as energy costs directly drive producer costs and broader inflation metrics.Advanced robotics and AI infrastructure are poised to offset massive global labor shortages, presenting one of the most lucrative long-term investment vectors of the next decade.The real estate market is currently navigating the hyper-supply and recession phases of its cycle, making this the ideal time for patient capital to acquire distressed assets before rate cuts occur.Achieving a liquid, risk-free baseline of $5 million in Treasury bills provides a mathematical guarantee of financial freedom, effectively covering lifestyle costs through pure interest yield.CONNECT & TAKE ACTIONWealth Intelligence Brief: Text "WIB" to 844-447-1555 to get Matty's free macro data, real estate intel, and crypto signals delivered to your inbox 3 times a week.Imagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.
Poverty and Economic Stagnation in Developing Nations. Guest: Veronique de Rugy. Veronique de Rugy examines why countries like the Democratic Republic of Congo remain in extreme poverty. She identifies institutional failures, such as a lack of property rights and predatory governments, as the primary causes of stagnation. Growth, she argues, is the only sufficient element to lift people out of poverty. 2
*Content Warning: friendship betrayal, religious abuse, stalking, harassment, domestic violence, intimate partner violence, sexual violence and rape. Free + Confidential Resources + Safety Tips: somethingwaswrong.com/resources SWW Sticker Shop!: https://brokencyclemedia.com/sticker-shop SWW S26 Theme Song & Artwork: The S26 cover art is by the Amazing Sara Stewart instagram.com/okaynotgreat/ Follow Something Was Wrong: Website: somethingwaswrong.com IG: instagram.com/somethingwaswrongpodcast TikTok: tiktok.com/@somethingwaswrongpodcast Follow Tiffany Reese: Website: tiffanyreese.me IG: instagram.com/lookieboo *Sources: Romano, A. (2026, April 22). Why Friendship Betrayal Feels Impossible to Get Over. The Cut. Retrieved from The Cut article Franco, M. G. (2022). Platonic: How the Science of Attachment Can Help You Make—and Keep—Friends. Platonic New York, NY: G.P. Putnam's Sons. Thomas Road Baptist Church. Church history and organizational background. Founded in 1956 by Jerry Falwell Sr.. Liberty University. Institutional history and university background information.