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Gbolahan Taiwo and Katie Marney discuss the improving outlook for African economies. Fiscal, monetary and FX reforms, rebuilt external reserves, improving terms of trade, declining inflation, and monetary easing are putting African economies on a more solid footing. Gbolahan and Katie go through takeaways for Nigeria, Angola, Ghana, Egypt, Senegal and Uganda. Speakers Katherine Marney, Emerging Markets Economic and Policy Research Gbolahan Taiwo, Emerging Markets Economic and Policy Research This podcast was recorded on October 3, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5110345-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.
What pedagogies arise from institutional betrayal? How can we do the work we love in contexts where harassment is endemic and administrative responses to it escalate the problem? What assumptions have normalized the expectation that our institutions cannot be spaces of love?In this episode, we welcome Dr. Jennifer Doyle to discuss all of these issues as they arise in her most recent book, Shadow of My Shadow (Duke University Press, 2024). This remarkable work develops from Doyle's own experience of being stalked by a student and unfurls into a bracing critique of the institutional administration of harassment cases--as well as the attachments that arise in their aftermath. This line of inquiry builds on Doyle's Campus Sex / Campus Security (Semiotexte, 2015), on how the bureaucratic management of sex on college campuses coincides with the militarization of campus police.Jennifer Doyle is a writer, arts and performance curator, sports analyst, and professor of English. She serves on the Board of Directors of Human Resources Los Angeles; her most recent co/curated exhibition is Sciencia Sexualis at the Institute for Contemporary Arts, LA (2024-2025). In addition to the books named above, Jennifer is the author of Hold It Against Me: Difficulty and Emotion in Contemporary Art (Duke University Press, 2013) and Sex Objects: Art and the Dialectics of Desire (University of Minnesota Press, 2006). She is also the voice behind the beloved soccer blog From a Left Wing (2007-2013) and, now, The Sport Spectacle.Links to recommended stuff!Esme Wang, The Collected Schizophrenias (Graywolf, 2019)Barbara Johnson, "Muteness Envy" in The Barbara Johnson Reader (Duke UP, 2014)Francois Tosquelles, Psychotherapy and Materialism, English translation (ICI Berlin Press, 2024)Camille Robcis, Disalienation (University of Chicago Press 2021)Colm Toibin, The Magician (Scribner, 2022)Alexandra Horowitz, On Looking (Scribner, 2014)
Catherine (Space and Time) breaks down why blockchains alone can't power complex apps—and how a verifiable, decentralized database with ZK proofs closes the gap for enterprises, devs, and AI agents. We cover: what SxT is, how its patented ZK approach offloads compute to a single node and proves correctness on-chain, why institutional adoption is sticky, and marketing tactics that actually work in Web3 (what to outsource vs keep in-house). She also shares the Indonesia education rollout (UGM + Indosat Ooredoo Hutchison/IOH), token-powered payments, and what she'd do with unlimited community budget.Key timestamps (YouTube format)[00:00:00] Opening clip: From “future of money” to “verifiable data for smart contracts” [00:01:00] Live at Token2049: who Catherine is and what we cover [00:02:00] Origin story: joining Space and Time to solve crypto's database gap [00:03:00] Mission: empower devs/enterprises/AI agents with verifiable data [00:04:00] Why chains ≠ databases: limits, complexity, and enterprise SLAs [00:05:00] The core innovation: patented ZK proofs for database compute [00:05:45] How it works (plain English): single-node compute, on-chain verification [00:06:30] Catherine's background: technical marketing roots → Web3 [00:07:00] Founder tip: what to outsource vs keep internal (PR, events, community) [00:08:00] Campaigns that win: enterprise/institutional stories beat gimmicks [00:09:00] Example: Microsoft Fabric integration momentum[00:10:00] Listening to the market: community as your feedback engine [00:11:00] Indonesia rollout: IOH partnership and 100k+ students onboarding [00:12:00] UGM framework: verifiable diplomas/records; SXT as payment rail [00:13:00] Longevity question: decentralization and community node operators [00:15:00] If starting today: what they'd build vs leverage in the ecosystem [00:16:00] Why institutional demand is slow but sticky (and good for cycles) [00:17:00] Competing for attention vs building fundamentals and partnerships [00:18:00] What Space and Time needs now: builders to ship with verifiable data [00:19:00] Who they admire: Chainlink's dual GTM (community + enterprise) [00:20:00] Unlimited budget thought experiment: country leads and community depth [00:20:45] Advice to community managers: shared values, inclusion, tight feedback loops [00:21:30] Close: links, how to try SxT, and why this matters for Web3 buildersConnecthttps://www.spaceandtime.io/https://twitter.com/SpaceandTimeDBhttps://discord.gg/spaceandtimeDB https://www.linkedin.com/in/catherinehdaly/https://www.linkedin.com/company/space-and-time-db/DisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, 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/
After two weeks off, the Weekender returns with an exploration of the upside and downside risks to the growth outlook and the implications of each for inflation and central bank behavior. We also discuss the outcome of the Trump Asia tour. Speakers: Bruce Kasman Joseph Lupton This podcast was recorded on 31 October 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
China's gas market has seen robust demand growth, matched with domestic production growth and rising Russian pipeline flows, leading to our conclusion that LNG demand will peak in 2032. However this doesn't diminish China's role in the global LNG market. With extensive regasification infrastructure, rising storage capacity, a diverse LNG contract portfolio, and multiple supply sources, China is positioned to potentially transition from a pure LNG importer to a global trader, gaining greater flexibility and optionality. Speakers: Natasha Kaneva, Head of Global Commodities Research Otar Dgebuadze, Natural Gas Research This podcast was recorded on October 31, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5110171-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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, our Global FX Strategists discuss whether the hawkish Fed surprise changes the outlook for the dollar, how we're thinking about USD/JPY forecasts after a dovish BoJ meeting, and whether recent political events in Asia moves the needle for G10 & EM FX. Speakers Arindam Sandilya, Global FX Strategy Patrick Locke, Global FX Strategy Junya Tanase, Japan Markets Research This podcast was recorded on 31 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5121407-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
Ipek Ozil and Khagendra Gupta discuss the recent and upcoming central bank developments as well as their impact on derivatives markets. Speakers: Ipek Ozil, Head of US Interest Rate Derivatives Strategy Khagendra Gupta, Head of European Interest Rate Derivatives Strategy This podcast was recorded on 31 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5118629-0 and https://www.jpmm.com/research/content/GPS-5119964-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
Brett Tejpaul is the Co-CEO of Coinbase Institutional, leading one of the most influential divisions shaping how major firms enter the crypto market. In this conversation, we explore how Coinbase is driving institutional adoption of digital assets — from bitcoin and altcoins to tokenized securities and on-chain assets. Brett shares how the firm is preparing for the next wave of Wall Street entrants, what risks and opportunities lie ahead for Coinbase, and why the digital-asset treasury era is only just beginning.======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/======================DeFi Development Corp. (Nasdaq: DFDV) is pioneering a new category in crypto investing with the first Solana-focused Digital Asset Treasury. DFDV offers public market exposure to Solana's growth, yield, and onchain innovation, offering investors a leveraged way to participate in a trillion-dollar opportunity. Learn more about why Solana and why DFDV at SolanaTo10K.com.======================In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.======================Timestamps: 0:00 – Intro2:02 – Coinbase's institutional vs retail business5:33 – Institutional demand for bitcoin and altcoins10:20 – Tokenization and institutional adoption15:49 – On-chain vs centralized infrastructure19:44 – Legacy finance adapting to crypto31:53 – Regulation, DC, and the Genius Act37:17 – Are we at the finish line for mainstream adoption?43:39 – Bitcoin as pristine collateral and institutional shift
Joining the pod today are Rob Lee of FPRI, Shashank Joshi of the Economist, and Tony Stark of the Breaking Beijing substack. We discuss… Whether Ukraine represents a revolution in military affairs and what lessons the war holds for other theaters Why roughly 80% of casualties in Ukraine are caused by UAVs, and the symbiotic relationship between artillery and drones, The limits of FPVs and UAVs, tactics to counter UAV attacks, and the role of unmanned ground vehicles, Institutional friction within the Ukrainian forces, How Chinese components and commercial drones from DJI are shaping the battlefield. Drone incidents over Europe, burden sharing, and the US policy climate. Outro music: Leon Bridges and Khruangbin - Texas Sun, a song that made it onto a 2022 playlist a reporter made of songs they heard on the front in Ukraine (https://open.spotify.com/playlist/72paG2c3VqKblZsZlsCBOx?si=ace9197c40c6440f) Learn more about your ad choices. Visit megaphone.fm/adchoices
Brendon Sedo is a serial entrepreneur and blockchain innovator whose journey began early, scaling a service company to over 100 locations by the age of 19. He went on to co-found Joist, the world's largest contractor platform, which now generates more than $18 million in annual recurring revenue and processes over $1 billion in payments each year. Driven by a passion for innovation and real-world impact, Brendon entered the cryptocurrency and blockchain space as an initial contributor to Core and Core Ventures. There, he champions user-centric development, focusing on sustainable utility and self-reliance rather than short-term hype. At Core, Brendon leads Web2 business development partnerships, oversees Core Ventures and the Core Venture Network to fund builders and accelerate ecosystem growth, and has secured key integrations with over 10 major blue-chip projects. A true global citizen with experience living in Winnipeg, Mexico City, and Lisbon, Brendon bridges the gap between sophisticated blockchain technology and everyday user needs. His work reflects a community-first mindset, blending entrepreneurial vision with a mission to make blockchain innovation both practical and accessible. During the show we discussed: Bitcoin as a lasting financial force, not a trend. Why Bitcoin outlasts other cryptocurrencies. Decentralization as Bitcoin's shield from control. Bitcoin's role as digital gold and store of value. How scarcity drives Bitcoin's long-term worth. Global adoption signaling Bitcoin's permanence. Misconceptions about Bitcoin's legitimacy. Institutional adoption validating Bitcoin's role. Key risks and why Bitcoin can endure them. Bitcoin's shift from digital gold to active capital. Earning yield, borrowing, and transacting with BTC. DeFi and Layer 2 innovations boosting Bitcoin utility. How active capital strengthens Bitcoin's ecosystem. Bitcoin's rise as a dynamic, multi-use asset. Resources: https://coredao.org/
Joining the pod today are Rob Lee of FPRI, Shashank Joshi of the Economist, and Tony Stark of the Breaking Beijing substack. We discuss… Whether Ukraine represents a revolution in military affairs and what lessons the war holds for other theaters Why roughly 80% of casualties in Ukraine are caused by UAVs, and the symbiotic relationship between artillery and drones, The limits of FPVs and UAVs, tactics to counter UAV attacks, and the role of unmanned ground vehicles, Institutional friction within the Ukrainian forces, How Chinese components and commercial drones from DJI are shaping the battlefield. Drone incidents over Europe, burden sharing, and the US policy climate. Outro music: Leon Bridges and Khruangbin - Texas Sun, a song that made it onto a 2022 playlist a reporter made of songs they heard on the front in Ukraine (https://open.spotify.com/playlist/72paG2c3VqKblZsZlsCBOx?si=ace9197c40c6440f) Learn more about your ad choices. Visit megaphone.fm/adchoices
Jeff Garzik, CEO of Bloq and Hemi Network, is one of the earliest contributors and most respected developers in the Bitcoin industry, as a Bitcoin core developer. He has worked for various companies, and played critical roles in open-source projects for some of the most well-known platforms in the cryptocurrency ecosystem such as BitPay, mining tech firm Bitfury, and the Linux Foundation.Jeff Garzik worked alongside Satoshi Nakamoto, for years through private emails and online forums until the Bitcoin creator went dark in 2011. Garzik has famously stated that he believed he was dealing with Dave Kleiman.Recently, Jeff started his own blockchain-as-a-service firm, Bloq, which will serve enterprise clients who wish to develop stems on a private, public or confederated blockchain.In this conversation, we discuss:- Jack Dorsey is not Satoshi - Latest on BTC price, trends & outlook - The post-ATH BTC market signal - Institutional capital flow into Bitcoin DeFi - The Bitcoin programmability imperative - Why institutions are moving into BTC - DeFi ecosystem shift - The convergence of Bitcoin and Ethereum ecosystems - Multi-chain liquidity - Stablecoins and Digital Assets Treasury trends Hemi NetworkX: @hemi_xyzWebsite: hemi.xyzLinkedIn: Hemi LabsJeff GarzikX: @jgarzikLinkedIn: Jeff Garzik---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers. PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50FollowApple PodcastsSpotifyAmazon MusicRSS FeedSee All
The Ethereum Foundation publishes an institutional resource site. Fluidkey releases a new app on iOS and Android. And Optimism plans to diversify its treasury into liquid staking. Read more: https://ethdaily.io/813 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
In this episode of Money Moves, Matty A. and Ryan Breedwell dive into one of the most politically and economically charged periods in recent history. With election season intensifying, AI regulation heating up, and market volatility rising, they break down how investors can prepare for the next 18 months.The hosts discuss why markets tend to rally after elections, the impact of potential policy shifts on taxes, crypto, and interest rates, and why AI regulation could change the trajectory of tech investing. They also explore the Federal Reserve's 2026 outlook, global instability, and whether gold and Bitcoin can protect investors against inflation and geopolitical risk.This episode delivers a balanced mix of macroeconomic insight, investment strategy, and real-world perspective to help you make smarter money moves during turbulent times.Episode Highlights:[00:00:30] Market volatility update and what's driving investor sentiment right now[00:04:15] Election-year dynamics: why markets often rally after political uncertainty settles[00:09:30] AI regulation and its impact on tech valuations and innovation[00:14:40] Global instability and energy prices — where the real risks lie[00:18:55] The Fed's next moves: interest rates, inflation, and 2026 projections[00:23:30] Crypto outlook — regulation, adoption, and institutional entry points[00:27:20] Gold, Bitcoin, and real assets as protection against market chaos[00:32:45] Why most investors lose in election years and how to avoid emotional decisions[00:38:10] The 2026 setup: sectors and strategies that could outperform long-termEpisode Takeaways:Election uncertainty creates opportunity. Historically, post-election rallies favor patient investors who stay positioned through volatility.AI regulation is coming. Expect more government scrutiny and tighter frameworks around data, IP, and automation—but innovation will persist.Diversification matters more than ever. Real assets, energy, and technology infrastructure remain strong long-term plays.Crypto and gold remain hedges. Institutional adoption and digital asset infrastructure are solidifying.Focus on fundamentals. Emotional, reactionary investing destroys returns—discipline compounds wealth.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text "XRAY" to 844-447-1555
Denelle Dixon, CEO of the Stellar Development Foundation, joined me to discuss Stellar's privacy strategy, the importance of tokenization, and the growing adoption of blockchain by traditional financial institutions—and more.Topics: - Focus on growth in Tokenization on Stellar - TradFi's Need for Privacy on Blockchains - Stellar's international expansion plans - Denelle's warning about Web3 continuing Web2 pitfalls - CLARITY Act passing and impact on crypto market Brought to you by
If your retirement strategy feels like riding a daily market rollercoaster, it's because you've been playing by Wall Street's rules. The standard advice—heavy on 401(k)s, mutual funds, and bonds—leaves your entire financial future dangerously exposed to volatility. This reliance on "cookie-cutter" portfolios is the single biggest blind spot in modern retirement planning. As institutional strategist Ben Mohr highlighted on the Sales POP podcast, the path to true financial resilience lies outside the public market. The solution is uncorrelated assets—investments whose returns aren't tied to the S&P 500.
When Did Blood Powers Get So Cool? Trick question, they were always cool. This week on the podcast, Brian and Darryl review the 2025 Cincinnati Comic Expo, Netflix Hypocrisy, The Hunt for Ben Solo, and Gen V season 2. Episode Index Intro: 0:07 Stranger Things: 7:43 2025 Cincinnati Comic Expo: 12:09 The Hunt for Ben Solo: 20:31 Gen V: 30:00 Stranger Things in Theaters Netflix's ‘Stranger Things' Series Finale Officially Coming to Theaters, Despite Previous Statements https://www.hollywoodreporter.com/tv/tv-news/netflix-stranger-things-finale-theaters-tickets-1236408174/ 2025 Cincinnati Comic Expo Review The Superman Show at the Cincinnati Comic Expo https://cincinnaticomicexpo.com/ The Hunt for Ben Solo Adam Driver Pitched Kylo Ren ‘Star Wars' Standalone Movie With Steven Soderbergh, but Disney Rejected Script: ‘One of the Coolest' Projects ‘I Had Ever Been a Part of' https://variety.com/2025/film/news/adam-driver-kylo-ren-star-wars-steven-soderbergh-disney-1236557455/ Gen V (Amazon Prime) Gen V Season 2 Rating: Out 10 What’s With the Frat Guy and His Butt? Darryl: 7/10 Brian: 7.91/10 This season picks up in the wake of The Boys Season 4, so the wider universe is in upheaval. The supes (superpowered individuals) are rising in influence, and societal tensions between “humans” and “supes” are mounting. Meanwhile, at the campus of Godolkin University (the super-powered college) the tone has shifted. The new Dean, Hamish Linklater's Cipher, has taken over and is steering the institution in a more militant, ideological direction. Also important: the show addresses the real-life death of actor Chance Perdomo (who played Andre) by choosing not to recast his character and weaving that absence into the story's grief and complexity. Core Storylines Marie Moreau (played by Jaz Sinclair) returns to Godolkin asking “what now?” after all they've been through — personal trauma, power shifts, ethical compromise. Her friends (Emma, Jordan, others) are also re-entering campus life, but nothing is the same. Their old status, relationships, and sense of purpose are all shaken. The University under Cipher is transforming from a somewhat dysfunctional but familiar institution into a training ground for supes as weapons (indoctrination, “fight clubs”, hierarchy). There's a growing war-like atmosphere: humans vs. supes, internal class conflict among supes, institutional corruption and hidden programs. One big plot strain revolves around a secret “Project Odessa”-type program from the 1960s that may tie into what supes are becoming and how they're being used. Themes & Character Arcs Power and control: The season explores how supes react when they lose status or are asked to conform, and how institutions try to harness/weaponize their abilities. Identity and trauma: The aftermath of loss (Andre's death, past events) weighs heavy on Marie and the group — they're not the naïve freshman brigade anymore. Ethics of supers: What does it mean to be a hero when your school trains you for war? When you're asked to fight humans or other supes? Institutional critique: The campus becomes a micro-cosm of the supes-humans power system, and the show critiques both supes and the institutions behind them. Build-up towards larger event: Season 2 is also positioning things for the larger universe (The Boys final season) — it doesn't exist in isolation. What Makes This Season Different / What to Watch For The villainy is more structural than just “bad supes”: Cipher isn't just brute force, he uses ideology and systems. The moral lines blur: characters you thought you knew shift or harden. Emma's shift from naive to hardened is called out in interviews. More crossover and weight in the shared universe: Guest appearances, world-building that ties into The Boys. A sense of “pre-apocalypse” for supes and humans – you feel like the semester at Godolkin is the calm before the larger storm. The production's real-life tragedy (Perdomo's death) gives the season extra emotional stakes and an undercurrent of loss. Contact Us The Infamous Podcast can be found wherever podcasts are found on the Interwebs, feel free to subscribe and follow along on social media. And don't be shy about helping out the show with a 5-star review on Apple Podcasts to help us move up in the ratings. @infamouspodcast facebook/infamouspodcast instagram/infamouspodcast stitcher Apple Podcasts Spotify Google Play iHeart Radio contact@infamouspodcast.com Our theme music is ‘Skate Beat’ provided by Michael Henry, with additional music provided by Michael Henry. Find more at MeetMichaelHenry.com. The Infamous Podcast is hosted by Brian Tudor and Darryl Jasper, is recorded in Cincinnati, Ohio. The show is produced and edited by Brian Tudor. Subscribe today!
Joining the pod today are Rob Lee of FPRI, Shashank Joshi of the Economist, and Tony Stark of the Breaking Beijing substack. We discuss… Whether Ukraine represents a revolution in military affairs and what lessons the war holds for other theaters Why roughly 80% of casualties in Ukraine are caused by UAVs, and the symbiotic relationship between artillery and drones, The limits of FPVs and UAVs, tactics to counter UAV attacks, and the role of unmanned ground vehicles, Institutional friction within the Ukrainian forces, How Chinese components and commercial drones from DJI are shaping the battlefield. Drone incidents over Europe, burden sharing, and the US policy climate. Outro music: Leon Bridges and Khruangbin - Texas Sun, a song that made it onto a 2022 playlist a reporter made of songs they heard on the front in Ukraine (https://open.spotify.com/playlist/72paG2c3VqKblZsZlsCBOx?si=ace9197c40c6440f) Learn more about your ad choices. Visit megaphone.fm/adchoices
Howard and Michael sit down with Multicoin's Kyle Samani for a fast, no-BS tour of where markets are going next. They rewind the Multicoin origin story (including Howard's IRA adventure), then dive into why 2022–23 was emotionally tougher than the 2018–19 crypto winter. From there, Kyle lays out “Internet Capital Markets”—finance embedded everywhere—why trading inside chats, media, and sports apps is inevitable, and how prediction markets become the new front page of news. We get into Solana's lead, stablecoins as rails, prime brokerage natively on-chain, and why the biggest market makers are already active on Kalshi. Kyle also breaks down Forward Industries (ticker FORD): the $1.65B PIPE, turning it into a Solana treasury company, and deploying SOL/USD into DeFi yield. Plus: AI x crypto as the only barbell that matters, perps vs. options (in plain English), and what Kyle is funding next—new modalities for issuance and trading.Chapters00:00 Cold Open: Howard, Michael & Kyle (freshly married, freshly groomed)01:46 Howard's Multicoin IRA story & the 2019 doldrums05:01 2018–19 vs 2022–23: why the second bear hurt more08:03 Solana 101 & “Internet Capital Markets” explained11:49 Breaking “isolated finance”; embedding trading across the web12:26 Telegram bots → trading where conversations happen15:14 Prediction markets in media & sports (buy/sell on the article)17:21 Stocktwits x Polymarket, swipe-to-trade, and peer-to-peer bets22:01 Institutional plumbing: discovery, silos, and cross-venue UIs25:19 On-chain prime brokerage (Zero on Solana) & collateral efficiency31:54 Why Solana leads; the case for $1T+34:02 Stablecoins as the settlement layer for everything36:15 SIG, Citadel, Jane Street, Jump already active on Kalshi37:40 Sportsbooks vs real markets; letting market makers set prices39:34 Crypto is retail-first: sovereignty, keys, and open participation45:05 Inside FORD: $1.65B PIPE, Solana treasury strategy46:43 Not trading SOL price—deploying SOL/USD into DeFi yield48:30 AI x Crypto barbell: what won't be disrupted53:41 Perps vs options in plain English; leverage (without the Greeks)57:15 Lessons from 2022: correlation, fraud, and risk controls58:40 What Kyle's funding next: new modalities for issuance & tradingKyle's Panel at the All In Summit: https://www.youtube.com/watch?v=ijbLOWFmVe8Join Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/Disclaimer:All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
Dan Sauer, Head of Institutional and Wholesale Distribution Central Europe bei Nordea Asset Management, wirft gemeinsam mit uns einen Blick hinter die Vertriebskulissen einer Investmentgesellschaft. Wie und warum fokussiert man sich bei Nordea auf einige wenige, sorgfältig ausgewählte Fonds aus einer umfangreichen Produktpalette? Welche Faktoren sind bei der Auswahl entscheidend? Wer redet dabei mit? Wie werden die Kräfte in der Praxis gebündelt? Und was steht aktuell im Scheinwerferlicht des Hauses?
Tom Salopek & Dobromir Tzotchev discuss trend-following performance given an environment of policy uncertainty. We look to our earlier work of applying trend-following on Equity factors and our new piece where we apply this idea broadly. In an environment where reacceleration can turn inflationary, Commodity QIS should become more important and the momentum signals for Commodity QIS are turning more favorable. In addition, we discuss metrics for assessing Crowding, applicable to trend-following in particular, and also to risk premia and public markets. This podcast was recorded on 29 October 2025. This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5111364-0 https://www.jpmm.com/research/content/GPS-5062689-0 https://www.jpmm.com/research/content/GPS-4435578-0 https://www.jpmm.com/research/content/GPS-4338222-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
Joining the pod today are Rob Lee of FPRI, Shashank Joshi of the Economist, and Tony Stark of the Breaking Beijing substack. We discuss… Whether Ukraine represents a revolution in military affairs and what lessons the war holds for other theaters Why roughly 80% of casualties in Ukraine are caused by UAVs, and the symbiotic relationship between artillery and drones, The limits of FPVs and UAVs, tactics to counter UAV attacks, and the role of unmanned ground vehicles, Institutional friction within the Ukrainian forces, How Chinese components and commercial drones from DJI are shaping the battlefield. Drone incidents over Europe, burden sharing, and the US policy climate. Outro music: Leon Bridges and Khruangbin - Texas Sun, a song that made it onto a 2022 playlist a reporter made of songs they heard on the front in Ukraine (https://open.spotify.com/playlist/72paG2c3VqKblZsZlsCBOx?si=ace9197c40c6440f) Learn more about your ad choices. Visit megaphone.fm/adchoices
Working at the same place for a long time can have some amazing benefits. Every conversation, meeting, or ticket solved is another person you met, another piece of knowledge you have that you didn't have before and another piece of the huge puzzle that is slowly getting assembled inside your brain. Institutional knowledge can be an amazing thing, and we all love that person we work with who seems to have been there right from the beginning and just.knows.stuff. But does having too many puzzle pieces assembled in your mind prevent you from getting overly curious, for fear of tipping everything over? What about the excitement of starting a new job, meeting new people and discovering new ways of doing things? Today we are so happy to welcome Kitzy back to the Mac Admins podcast after a very long time to talk about rediscovering curiosity and what it's like to walk away from being the keeper of the lore. Hosts: Tom Bridge - @tbridge@theinternet.social Marcus Ransom - @marcusransom Selina Ali - LinkedIn Guests: Kitzy - Kitzy.com Links: https://kitzy.com/blog/losing-nine-years-of-answers-to-find-better-questions/ Sponsors: Iru 1Password Nudge Security Material Security Watchman Monitoring If you're interested in sponsoring the Mac Admins Podcast, please email podcast@macadmins.org for more information. Get the latest about the Mac Admins Podcast, follow us on Twitter! We're @MacAdmPodcast! The Mac Admins Podcast has launched a Patreon Campaign! Our named patrons this month include Weldon Dodd, Damien Barrett, Justin Holt, Chad Swarthout, William Smith, Stephen Weinstein, Seb Nash, Dan McLaughlin, Joe Sfarra, Nate Cinal, Jon Brown, Dan Barker, Tim Perfitt, Ashley MacKinlay, Tobias Linder Philippe Daoust, AJ Potrebka, Adam Burg, & Hamlin Krewson
Bill Kovacic on Political Interference, Institutional Decay, and the Future of U.S. Antitrust by Technology Policy Institute
Featured in this podcast are Ayako Fujita, Rie Nishihara, Junya Tanase and Arindam Sandilya discuss the outlook for Japanese macro and markets in the wake of Sanae Takaichi's assuming office as PM and ahead of the upcoming October BoJ MPM This podcast was recorded on Oct 27, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5097313-0, https://jpmorganmarkets.com/research/content/GPS-5102873-0, https://jpmorganmarkets.com/research/content/GPS-5107290-0, https://jpmorganmarkets.com/research/content/GPS-5111360-0 and https://jpmorganmarkets.com/research/content/GPS-5112300-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.
In this episode, I sit down with Marvin, the co-founder of Maestro, to dive deep into the shift happening in Bitcoin infrastructure. What started as an experiment in running validators has now evolved into one of the most important platforms building the financial rails for Bitcoin-native institutions.Marvin shares how Maestro is powering a new kind of decentralized finance—not on Ethereum, but directly on Bitcoin. From providing miners access to real capital to enabling corporations to earn native Bitcoin yield, this episode reveals how Bitcoin is being used far beyond just a store of value. We also discuss open-sourcing Symphony, why Maestro won't ever launch a token, and why Bitcoin collateral is finally being taken seriously by global institutions.If you're curious about where real-world Bitcoin adoption is heading—this is a must-listen.⏱️ Key Learnings + Time Stamps:Connect:[00:01:00] Marvin's transition from AI in biotech to running validators in Web3[00:03:00] How Maestro started and became the top API provider on Cardano[00:04:00] Why Bitcoin's role is shifting from store of value to the foundation of a financial system[00:07:00] The institutional approval of Bitcoin—and why that changes everything[00:08:00] What Maestro actually solves and why it's more than just infrastructure[00:10:00] The Symphony indexer and why Bitcoin needed it[00:13:00] The launch of Maestro Institutional and the rise of Bitcoin-native yield[00:15:00] How Maestro works with miners to structure real loans backed by hash power[00:19:00] Yield Nodes vs Secured Credit—two ways miners can raise capital[00:26:00] Global trends: why retirement funds are now looking at Bitcoin[00:31:00] Projects like Meanwhile that are building life insurance powered by Bitcoin[00:33:00] Why Maestro is staying B2B and never launching a token[00:35:00] Marvin's biggest lesson: focus solely on Bitcoin from the beginning[00:36:00] What's next: Maestro's roadmap, partnerships, and Mining Disrupt conferenceConnect:Learn more: https://www.gomaestro.org/⚠️ Disclaimer:Nothing mentioned in this podcast is investment advice and please do your own research.
Richard Byworth is a Bitcoin Maximalist with 25 years of investment experience, and Managing Partner at $2B alternative investment manager Syz Capital.› https://x.com/richardbyworth› https://www.youtube.com/@syzthefuturePARTNERS
Isabella Santos sits down with Ian Carroll to unpack Bitcoin as a tool for sovereignty and privacy in a world of corporate power and surveillance. Ian traces his path from GameStop to crypto to a Bitcoin-first mindset, and explains why the 21M cap, culture, and consensus matter. They discuss KYC/CBDCs, institutional capture risks, stablecoins, and whether we'll separate money and state in our lifetimes. ⭐⚔️ SIGN UP WITH DUELBITS TODAY FOR A CHANCE TO WIN UP TO 2 BTC
SummaryIn this conversation, Peter discusses the current state of the crypto markets, focusing on the rise of ETFs and their implications for institutional investors and retail users. He explores the potential of Bitcoin DeFi through Cardano, the integration of decentralized domains, and the role of AI in trading. The conversation also touches on the importance of stablecoins in the ecosystem, user onboarding experiences, and the customization of NFTs, concluding with a call for community support.Chapters00:00 Current State of Crypto Markets and ETFs02:50 Institutional Interest and Market Manipulation05:59 Bitcoin DeFi and Cardano's Role09:08 Decentralized Domains and Web3 Integration12:02 AI in Trading and Automation14:54 Gaming and Crypto: Cornucopius to Infinity Rising17:48 Stablecoins and Cardano's Sovereign Wealth Fund21:07 Onboarding Users in Crypto23:54 NFT Customization and Community Engagement27:08 Closing Thoughts and Community SupportTakeawaysCrypto markets are currently struggling but show potential with new ETFs.ETFs can simplify entry into crypto for institutional investors.Diversified crypto baskets can reduce individual asset risk.The rise of ETFs may centralize access to decentralized systems.Bitcoin lacks smart contracts, limiting its DeFi capabilities.Cardano aims to enhance Bitcoin's utility through DeFi.Decentralized domains could bridge traditional web and blockchain.AI trading bots can automate and improve trading efficiency.User onboarding experiences are crucial for attracting new crypto users.NFT customization fosters community engagement and creativity.DISCLAIMER: This content is for informational and educational purposes only and is not financial, investment, or legal advice. I am not affiliated with, nor compensated by, the project discussed—no tokens, payments, or incentives received. I do not hold a stake in the project, including private or future allocations. All views are my own, based on public information. Always do your own research and consult a licensed advisor before investing. Crypto investments carry high risk, and past performance is no guarantee of future results. I am not responsible for any decisions you make based on this content.
Patrick Locke, Junya Tanase, Meera Chandan, Arindam Sandilya and James Nelligan discuss the pivotal Japan macro week ahead of us, as well as the outlook for ECB/ Fed and US-China trade talks. This podcast was recorded on 24 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5111208-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
Nearly 70% of Russian crude production and exports are now under sanctions, raising costs and slowing settlements even though only 5% of exports use US dollars. Russia has relied on offshore traders and new entities to maintain flows, but this is more challenging for major producers like Rosneft and Lukoil. Indian imports may fall by 400 kbd, while Chinese flows should remain steady. Over time, Russia can redirect up to 0.8 mbd to other markets and China could absorb an additional 1 mbd, but profit margins will narrow due to higher costs and deeper discounts. Export volumes are expected to stabilize within a quarter after an initial pause. Speaker: Natasha Kaneva, Head of Global Commodities Research This podcast was recorded on October 24, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5106838-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
Rates strategists Jay Barry, Teresa Ho, and Phoebe White discuss recent developments in money markets and what it could mean for the Fed's QT process. They also preview the November refunding. Speakers: Jay Barry, Head of Global Rates Strategy Phoebe White, Head of US Inflation Strategy Teresa Ho, Head of US Short Duration Strategy This podcast was recorded on October 24, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5111573-0, https://www.jpmm.com/research/content/GPS-5111467-0 and https://www.jpmm.com/research/content/GPS-5112512-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
Join Alex Tapscott and Andrew Young as they decode the world of crypto with special guest Nick Cannon, VP of Growth at Gauntlet. Listen in as they discuss the rapid institutionalization of DeFi and the rise of onchain asset management, Gauntlet's evolution from a risk modeling firm to a leading vault curator overseeing $1.6B in capital, the convergence of tokenized real-world assets through partnerships with Securitize and Apollo, shifting risk dynamics and security trends across DeFi protocols, the implications of the U.S. Genius Act for stablecoins and yield-bearing assets, and how Solana and other emerging ecosystems are driving the next phase of onchain growth and institutional participation.
In this episode of the Crisis Lab Podcast, host Kyle King takes a hard look at the internal fractures forming within the emergency management community. Kyle reflects on how recent disasters and public criticism have brought long-standing issues to the surface. This episode challenges the profession to face uncomfortable truths about authority, messaging, and its evolving role in the face of growing demands. With examples drawn from major events like Hurricanes Helene and Milton, and reactions from both public officials and emergency professionals, Kyle unpacks how misinformation, internal conflict, and a crisis of credibility are reshaping what it means to serve communities during emergencies. He explores how the field's reliance on heroic language has masked a quiet shift toward managing scarcity rather than delivering aid and why the time for honest self-examination is now. Tune in to hear why emergency management stands at a crossroads and what it must do to rebuild public trust and professional unity in an age of constant crisis. Show Highlights [00:25] Why this conversation is difficult but necessary [01:05] Recent disasters and growing scrutiny [01:45] Internal divide in emergency management [02:30] Social media and professional conflict [03:34] Criticism from within the field [04:00] Misinformation and coordination challenges [04:47] Constant disaster demand [05:40] Overlooked internal tensions [05:59] Who really represents the profession [06:47] Impact of influencers vs. traditional roles [07:34] Messaging clash with public expectations [08:29] FEMA's response during Hurricane Helene [09:32] From aid delivery to resource management [10:51] Institutional honesty and public trust [11:24] Two directions for the profession [12:00] Rebuilding credibility through alignment
In this kickoff episode of The MHP Broker's Tips and Tricks podcast, Maxwell Baker, founder and CEO of The Mobile Home Park Broker, starts breaking down his Sellers Guide chapter by chapter—starting with how to accurately determine the value of your mobile home community. From understanding curb appeal to recognizing the impact of clean financials, Max gives sellers a straight-shooting look at what makes a park sell for top dollar. As with every Tips and Tricks podcast episode, this one is brought to you by The MHP Broker's proprietary Community Price Maximizer. Use this four-step system to get the highest price possible for your mobile home park or RV community when you sell it through The MHP Broker. Guaranteed. Call Max for details. Show Highlights This is the first chapter—“What Is Your Park Worth?”—in the Seller's Guide series. Max overviewed and read directly from the book he wrote to help mobile home community sellers recognize and avoid disastrous obstacles, bad decisions and sleazy buyers and brokers. (00:22) Knowing your park's worth is step one. Too low? You leave money on the table. Too high? You get laughed out of the market. Max walks through the key elements that drive real value. (02:35) Collecting cash sounds good now—but it kills you later. Clean books and verifiable income are essential to get financing and top-dollar offers. (05:00) Buyers want low risk. Septic tanks, private utilities, and unclear records increase perceived risk—and drive prices down. (10:13) The more park-owned homes you have, the more work and more risk the buyer sees. Institutional lenders often cap that at 15–25%. (12:27) The gold standard? City-maintained roads, direct-billed utilities, and low-maintenance infrastructure. (13:32) Buyers also evaluate your management systems. Is it turnkey, or a hands-on mess? (14:17) Power Quotes “The more information you have, the higher the price you're going to get.” (05:00) “Money flows where it's easiest.” (10:13) “It's not just about the infrastructure—it's about how the park is run, and how it looks on paper.” (02:35)
We discuss the key takeaways of our recently published report “Macro Corporate Spotlight: Taking stock of the evolving value proposition of stablecoins”. Clients of J.P. Morgan can access this via the JPMM website. Speakers: Teresa Ho – Head of U.S. Short Duration Strategy Jonny Goulden – Head of EM Fixed Income Strategy Meera Chandan – Co-head of FX Strategy Kunj Padh – FX Strategy Moderator: Luis Oganes – Head of Global Macro Research This podcast was recorded on 22 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5093422-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
Brandon Mulvihill, Co-Founder and CEO of Crossover Markets, joined me to discuss how the company is helping institutions trade crypto more efficiently.Topics:- Institutional Crypto Trading habits and trends - Stablecoins impact on the FX Market - Crypto M&A to Surge after CLARITY Act passes- Tokenization of assets- TradFi crypto adoptionBrought to you by
In this episode, CIO of Bitwise Matt Hougan joins us live from DAS London to discuss the surging institutional demand for crypto, the accelerating growth of crypto ETFs, the impact of SEC rule changes, the rise of perpetuals and stablecoins, and how allocations from major institutions are expanding rapidly. Matt highlights why crypto is becoming mainstream in traditional finance and why the ETF landscape is only just beginning. Enjoy! __ Follow Matt: https://x.com/Matt_Hougan Follow Quinn: https://x.com/qthomp Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance — Timestamps: (00:00) Introduction (01:42) Institutional Demand for Crypto (02:10) Why 2025 ETF Flows Will Beat 2024 (03:10) Market Impact of ETFs (05:37) SEC Authorizing In-Kind ETF (06:52) Crypto Crash Stress Test (08:05) Expedited SEC Approval (09:42) The Future of Crypto ETFs (12:08) Market Perp-ification & Stablecoin TAM (17:10) Exotic ETF Structures & Retail Access (19:15) ETF Tail Risks (20:53) Options & the Expanding ETF Landscape (24:05) What Excites Institutions? (26:34) The Future of Crypto Allocations (30:30) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance
With Halloween around the corner, one of the peak seasons for chocolate and confectionery demand, cocoa prices have corrected sharply lower, down -20% MOM and YTD losses are approaching -40%, after historic gains through 2025. This week, the final-quarter demand side data for the 2024/25 season arrived, and the 3Q grind was generally better than expected – albeit still historically weak. It will, however, take some time before consumers start to see the declining input costs of chocolate production hit their hip pocket. But there are strong indications that perhaps the worst of the cocoa market crunch is over, and that industry can plan with a little more confidence than in recent years. Speaker: Tracey Allen, Senior Commodities Strategist, Head of Agricultural Commodities Research This podcast was recorded on 17 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5096654-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
TradFi and DeFi aren't enemies, they're learning from each other in real time.In this episode, we sit down with James Seyffart, Bloomberg's senior ETF analyst, to discuss how institutional crypto and decentralized finance are converging, competing, and influencing each other's evolution.We discuss:- 150+ digital asset ETF filings in the pipeline- Why Bitcoin's four-year cycle might be ending- How institutional capital is dampening volatility- The $1B Huobi Ethereum treasury strategy- TradFi vs DeFi: What each system does better- 9 new crypto ETFs coming before 2026- The debasement trade: Gold vs Bitcoin dynamicsTimestamps00:00 Intro01:22 Downtober: What's Really Driving It02:14 The ETF Landscape & Government Bottlenecks03:47 150+ Digital Asset Filings Waiting for Approval04:42 Treasury Companies vs ETF Hype: Different Strategies06:29 Basket Products & Index ETFs: The Next Evolution08:29 Bitcoin's Four-Year Cycle Might Be Over (Here's Why)10:34 Relay Ad, Talus Ad, Hibachi Ad11:20 How Institutional Money Dampens Volatility (Unexpected Effects)13:31 Huobi's $1B Ethereum Treasury: What It Signals14:05 The Debasement Trade: Gold vs Bitcoin Analysis18:03 Gold-to-Bitcoin Ratio: What History Tells Us19:37 RWA & Tokenization: Where We Actually Are22:17 Leverage in the System: Still a Major Factor25:38 TradFi vs DeFi: What Each Does Better27:25 Alvara Ad, Enso Ad27:52 Regulatory Clarity: The Path Forward30:17 Government Shutdown Impact on Crypto Timeline32:52 Nine New Asset ETFs Coming Before 202634:03 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl
Debate over the growth picture continues with global expenditure data through September showing resilience but the labor market a key area of weakness. Whether wealth effects will cushion the coming purchasing power squeeze in the US is unclear. But we maintain that there is a tension in risk markets pricing both resilience and a Fed that returns rates to neutral, with inflation looking sticky absent a more material soft patch in growth. Speakers: Bruce Kasman Joseph Lupton This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
In this podcast Francis Diamond, Aditya Chordia and Khagendra Gupta discuss the recent European rate markets moves as well as a variety of different topics: 2026 Euro area issuance, SSAs, Scandi markets and European inflation. This podcast was recorded on 17 October 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5103174-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
With QT likely to conclude by the end of the year, US Rates strategists Teresa Ho and Phoebe White discuss the implications for funding and Treasury markets, as well as their broader views on rates. Speakers: Phoebe White, Head of US Inflation Strategy Teresa Ho, Head of US Short Duration Strategy This podcast was recorded on October 17, 2025. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
Against a backdrop of limited data visibility from the US government shutdown, our Global FX Strategists discuss 1) how global growth momentum indicators are tracking, 2) new flare-ups in credit risk & US-China relations impacting the currency space, 3) recent developments in Australia & NZ, and finally 4) some impressions on FX market themes from this week's IMF/Word Bank meetings. Speakers: Meera Chandan, Global FX Strategy Arindam Sandilya, Global FX Strategy Ben Jarman, Global FX Strategy Patrick Locke, Global FX Strategy This podcast was recorded on October 17, 2025 This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5106732-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 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.
He lost $40 million in 2008... and built a real estate empire from the rubble. Today's guest, Levi Benkert, went from running coffee shops to flipping houses, losing $40 million in the 2008 crash, relocating his family to Ethiopia to run an orphanage and start businesses, and then returning to the US to build a thriving Class B industrial real estate empire in Texas. He breaks down the mindset shifts, lessons from failures, and disciplined strategies that turned what looked like a disaster into the comeback story of the century. If you've ever wondered how to recover from a huge setback, this episode gives you the playbook straight from someone who's done it. Tune in to hear Levi's journey from collapse to empire... and why the lessons he learned can help anyone in business or life. — This episode is part of the 8FE (8-figure entrepreneur) series, where we talk to entrepreneurs who have already passed the million-dollar mark. — Key Takeaways: 00:00:00 Intro 00:01:55 Understanding interest rates and market cycles 00:04:08 The Chatham forward curve 00:11:36 Levi's early business ventures 00:16:42 Fear and feelings in business 00:19:09 Transitioning to property development 00:27:05 Institutional lending 00:32:12 Losing $40M during the 2008 crash 00:41:49 Building an orphanage in Ethiopia 00:49:22 Building a beef farm in Ethiopia 00:57:51 Moving back to the US and starting Harbor Capital 01:03:15 Industrial real estate and fundraising 01:11:16 Advice for aspiring entrepreneurs 01:13:53 Outro — Additional Resources:
In this episode of Disruption/Interruption, host KJ sits down with Chris Cyrille, founder of SNTIMNT.AI, to discuss how he’s using data science and AI to bring clarity and confidence to crypto investing. Chris shares his personal journey, the challenges of the crypto market, and how his mission-driven approach is changing the way investors and institutions view digital assets. Key Takeaways: Personal Motivation Drives Innovation [3:52]Chris’s journey began with a personal loss, inspiring him to redirect capital toward causes like pediatric cancer and first-generation students. Crypto Volatility and Misinformation [6:25]The biggest challenge in crypto is volatility, fueled by meme coins, speculation, and misinformation, making it intimidating for new investors. Algorithmic Solutions for Peace of Mind [17:51]Sentiment AI’s algorithm “reads the room” to provide actionable signals, helping users invest with greater confidence and less stress. Staying Curious and Creative [26:34]Chris encourages listeners to maintain childlike wonder and curiosity, as unique perspectives drive creative solutions in any industry. Quote of the Show (26:54):“Keep the childlike wonder and to stay curious. I believe that's where the creativity shows itself.” – Chris Cyrille Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Chris Cyrille: LinkedIn: https://www.linkedin.com/in/chris-cyrille/ Company Website: https://sntimnt.ai How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.
How do you take the chaos of DeFi and turn it into a simple, secure, one-click experience for both retail and institutional users?In this episode recorded live at Token2049, I talk with Steven Pack, co-founder of RockSolid. Steven's journey from high-frequency trading to leading product at Mina Protocol to now simplifying DeFi is nothing short of inspiring.We dive into how RockSolid is helping protocols like Rocket Pool offer real yield through vaults, how they're solving “DeFi complexity” for institutions, and why decentralization still matters. If you're a builder, founder, investor, or just DeFi-curious — this one is for you.
Chris Perkins joins and weighs in on the Dolphins struggles. After hearing Tua's comments Perk says Tua is "Tone Deaf." Perk also attributes the Dolphins struggles to Chris Grier's roster construction.
You'll learn why Kent chose individual investors over institutions, how he raised his first $1.5M for a 30-unit development, and the systems (EOS, vertical integration) that helped deliver consistent performance—averaging 19.7% annually across realized deals. We compare Institutional vs Individual Real Estate Investors on speed, control, red tape, and relationship capital, and dig into current market dynamics: 2024's supply bulge, concessions, and why disciplined builders could be positioned for a 2027 “2022-style” exit environment. We also cover buy-right criteria (jobs, income, net in-migration), operational updates every two weeks/quarterly, and practical first steps if you're moving from single-family into development. If you're weighing Institutional vs Individual Real Estate Investors, this conversation gives you a clear, operator-level playbook. Connect with Kent Roers: roerscompanies.comChapters:00:00 – Introduction00:42 – Institutional vs individual investors: real pros & cons02:46 – Starting in 2012: from SFR/lease-to-own to apartments06:29 – Laid off → first 30-unit development and raising capital10:49 – Assembling $1.5M equity & early investor objections18:16 – Deal flow today: referrals → Google Ads; average investor holds 8 projects24:14 – Where AI is actually helping (ops, accounting, leasing)29:44 – 2024 supply peak, concessions, and why Kent's still building45:30 – Gino wraps it up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)