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#stockmarketindia #dailymarketupdate #goldprice #IndiaInflation #trumptariffs #usindiatrade #swiggy #piindustries #RelianceRetailIPO #IndiGoStock #ICICIAMC #sensex #paytm #insurancebilling #businessnews https://shorturl.at/JNzcKBook Your Seat for Bengaluru Offline Session!Market Update! US Lawmakers challenge Trump's India tariffs. Gold & Silver hit record highs post-Fed signals. India's retail inflation rose to 0.71%. Key Economy News: Cabinet clears 100% FDI in Insurance & Nuclear Energy Bill. Stock movers: Swiggy raises ₹10,000 Cr via QIP; PI Industries falls on client outlook cut. IndiGo stock slumps before Sensex lift-off. ICICI AMC IPO trades at a premium. Get the full market breakdown now! https://shorturl.at/gM97l How to Use Artificial Intelligence for Investing - Combo of 5 ebooks00:00 Start01:09 AI Bubble or not02:57 Gold, Silver Hit Record Highs on Fed Signals05:02 Crude oil prices07:24 US Lawmakers Challenge Trump Tariffs on India08:17 India Retail Inflation Rises to 0.71% in November10:24 Cabinet Approves Insurance Bill with 100% FDI Cap11:08 Insurers Eye Deferred Commission Model to Cut Costs11:42 India Gems & Jewellery Exports Grow 20% in November13:41 Cabinet Clears Nuclear Energy Bill for Private Sector14:28 PI Industries Shares Drop on Client Guidance Cut14:57 Swiggy Raises ₹10,000 Cr via QIP15:44 Paytm Injects ₹2,250 Cr into Payments Arm16:11 Reliance Retail Targets 2028 IPO with Leaner Footprint16:46 IndiGo Shares Tumble Ahead of Sensex Inclusion17:47 ICICI AMC IPO Sees High Grey Market Premium18:26 Knowledge Section
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss a week on Wall Street; the House's version of the National Defense Authorization Act; implications of US efforts to push Ukraine to ceasefire that now appears to include Kyiv giving up on NATO membership in exchange for Western security guarantees; outlook for the SCAF next-generation air program as French, German and Spanish defense ministers meet in advance of meeting next week between President Emmanuel Macron and Chancellor Friedrich Merz; the GCAP consortium's invitation that Canada join Britain, Italy and Japan in developing a family of next generation air systems; Boeing closes its $8.3 billion acquisition of Spirit AeroSystems as the company's Air Force One program is delayed another year to mid 2028 and the Federal Aviation Administration reviews the proposed angle of attack alert system for 737 Max 10 jets; SpaceX prepares its IPO the company could be working $800 billion; and JP Morgan Chase hires Berkshire Hathaway's Todd Combs and recruits veteran advisers including Jeff Bezos, Michael Dell, Ford CEO Jim Farley, former Defense Secretary Mark Esper, former Secretary of State Condoleezza Rice and retired Gen. Dave Petreaus to oversee bank's $1.5 trillion Security and Resilience Initiative investment fund.
Eric Berger, senior space editor at Ars Technica and author of Liftoff, joins to break down why SpaceX may finally be preparing to go public, and why this could become the biggest IPO in history. Berger unpacks Elon Musk's long resistance to public markets, how Starlink transformed SpaceX from a launch company into a revenue machine, and why the AI arms race is pulling SpaceX into an entirely new business: data centers in space.
This week: Disney has agreed to make a $1 billion equity investment in OpenAI along with a licensing deal setting limitations on the use of it's IP on Sora. Felix Salmon, Elizabeth Spiers, and Emily Peck discuss this is a precedent-setting deal and how well OpenAI will actually be able to enforce the terms of the licensing agreement. Then, the hosts examine the likelihood of rumored tech IPOs that could be more than $1 trillion each, including Elon Musk' s SpaceX. And finally, Instacart's variable prices signal a growing trend toward dynamic pricing for everything from eggs to soccer tickets. The hosts dive into the threat of companies using our personal data to set individual prices and what's being done to prevent it. In the Slate Plus episode: Musk and Bezos's data centers head to space? Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com/SLATE Learn more about your ad choices. Visit megaphone.fm/adchoices
Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. Then we go deep into the AI landscape — where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026.======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto's potential today at Figure! https://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.======================This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.Learn more at http://www.abra.com.======================Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world's largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what's happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.======================Timestamps: 0:00 – Intro1:46 – Fed decision, rate cut & initial market reaction6:39 – How equities & bitcoin reacted10:26 – Identifying the next consensus trade & AI progress16:38 – When is AI escape velocity?21:28 – Impact of open-source vs closed-source models27:22 – How hedge funds are actually using AI31:34 – Small business stress, economic transition & IPO wave38:14 – Biggest risks, corrections & market volatility ahead42:54 – The next AI cycle: chips, power & real-world systems46:44 – Preview for Jordi's next video
This week: Disney has agreed to make a $1 billion equity investment in OpenAI along with a licensing deal setting limitations on the use of it's IP on Sora. Felix Salmon, Elizabeth Spiers, and Emily Peck discuss this is a precedent-setting deal and how well OpenAI will actually be able to enforce the terms of the licensing agreement. Then, the hosts examine the likelihood of rumored tech IPOs that could be more than $1 trillion each, including Elon Musk' s SpaceX. And finally, Instacart's variable prices signal a growing trend toward dynamic pricing for everything from eggs to soccer tickets. The hosts dive into the threat of companies using our personal data to set individual prices and what's being done to prevent it. In the Slate Plus episode: Musk and Bezos's data centers head to space? Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com/SLATE Learn more about your ad choices. Visit megaphone.fm/adchoices
This week: Disney has agreed to make a $1 billion equity investment in OpenAI along with a licensing deal setting limitations on the use of it's IP on Sora. Felix Salmon, Elizabeth Spiers, and Emily Peck discuss this is a precedent-setting deal and how well OpenAI will actually be able to enforce the terms of the licensing agreement. Then, the hosts examine the likelihood of rumored tech IPOs that could be more than $1 trillion each, including Elon Musk' s SpaceX. And finally, Instacart's variable prices signal a growing trend toward dynamic pricing for everything from eggs to soccer tickets. The hosts dive into the threat of companies using our personal data to set individual prices and what's being done to prevent it. In the Slate Plus episode: Musk and Bezos's data centers head to space? Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com/SLATE Learn more about your ad choices. Visit megaphone.fm/adchoices
The biggest IPO ever might be happening in 2026. That's right, SpaceX and Elon Musk are confirming rumors that the company plans to go public next year. The latest valuation in private markets was $800B, making SpaceX the world's most valuable private company. The IPO valuation is rumored to be $1.6T, but I still think that's way too low. This 180 pivot from never IPOing to listing ASAP has been inspired by AI datacenters. It appears as if Elon Musk has decided that this will be SpaceX's next big business. This is so exciting! Do you think SpaceX will IPO?This news hit home for me as just a month ago I was at Starcloud's HQ in Redmond, WA, and they were talking about how they were launching an NVIDIA datacenter into space. That quirky startup was onto something huge, now it looks like all the big tech companies are want to get in on the same trend ... datacenters in space. And guess who they'll have to pay to make it happen?? That's right, SpaceX.0:00 Emergency SpaceX Podcast0:23 SpaceX Plans To IPO in 20261:43 Why SpaceX will IPO, Datacenters In Space12:40 SpaceX IPO Terms, $1.6T Is Too Cheap18:38 Pros & Cons of SpaceX IPO21:54 SpaceX's Big Vision: MarsMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: This is not financial advice, and I'm an investor in SpaceX through secondary vehicles.
This week: Disney has agreed to make a $1 billion equity investment in OpenAI along with a licensing deal setting limitations on the use of it's IP on Sora. Felix Salmon, Elizabeth Spiers, and Emily Peck discuss this is a precedent-setting deal and how well OpenAI will actually be able to enforce the terms of the licensing agreement. Then, the hosts examine the likelihood of rumored tech IPOs that could be more than $1 trillion each, including Elon Musk' s SpaceX. And finally, Instacart's variable prices signal a growing trend toward dynamic pricing for everything from eggs to soccer tickets. The hosts dive into the threat of companies using our personal data to set individual prices and what's being done to prevent it. In the Slate Plus episode: Musk and Bezos's data centers head to space? Want to hear that discussion and hear more Slate Money? Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com/SLATE Learn more about your ad choices. Visit megaphone.fm/adchoices
Mr. Beast Biography Flash a weekly Biography.Jimmy Donaldson, better known as MrBeast, has spent the past few days doing what he does best: blending spectacle, business strategy, and a carefully managed public image into one nonstop storyline. In his home state of North Carolina, local outlet Chapelboro reports that he is set to appear at the UNC men's basketball game against USC Upstate, where he will run a ten thousand dollar giveaway exclusively for students, with an in‑arena appearance at halftime and the giveaway taking place after the final buzzer. That kind of campus‑scale stunt is classic MrBeast: hyperlocal, highly photogenic, and guaranteed to generate social clips that will live far beyond one night in the Dean Smith Center.On the business front, the longer arc of his empire may be shifting in a profound way. TechCrunch reports that his new CEO at Beast Industries, Jeff Housenbold, has openly floated the idea of a future public offering, saying they want the roughly 1.4 billion unique viewers who watched MrBeast content in the last 90 days to have a chance to be owners of the company. That is not a formal IPO filing, but it is a clear, on‑the‑record signal that an eventual listing is on the table, and it would mark one of the first true creator‑led conglomerates to step onto public markets, with Feastables candy now described as the most profitable piece of the business.At the same time, MrBeast is leaning even harder into philanthropy as brand strategy. The 1 Billion Followers Summit has launched a global campaign called 1 Billion Acts of Kindness with MrBeast, in collaboration with his company, the Mohammed Bin Rashid Al Maktoum Global Initiatives, and the Varkey Foundation. Official terms show that creators worldwide are being asked to post videos of acts of kindness, tag MrBeast, and compete for a January 2026 trip with him to Ghana, where they will help build a village and appear in his content. That initiative, running right now, positions him not just as an entertainer but as a global organizer of influencer philanthropy.Overlaying all of this is the unresolved legal and reputational cloud: TechCrunch, citing prior reporting, notes the ongoing litigation over MrBeast Burger and the lawsuits from contestants on the first season of Beast Games alleging mistreatment and a toxic work environment. Those cases have not been resolved publicly, and any new filings or statements would be major news; for now, the most recent verified developments are the continuing suits and his guarded comments about having “learned” from running a 2,000‑person competition. Anything beyond that, including rumored settlements or internal policy changes, remains speculative and unconfirmed.There are also forward‑looking product headlines: fintech industry outlet The Paypers reports that MrBeast is working on a financial services platform and Beast Mobile, a phone company aimed squarely at his audience. Details are sparse, and there is no launch date yet, but if executed, those moves would push him from consumer packaged goods and shows into something closer to a lifestyle ecosystem, with payments, connectivity, and media all under one fan‑facing umbrella. Some social chatter has tried to connect those plans directly to IPO timing, but no credible outlet has reported any regulatory filings or dates, so talk of an imminent listing is, at this stage, pure speculation.Across social media, clips from his recent conversation on the attention economy with Jeff Housenbold have been circulating, showing him doubling down on a brutal work ethic, the idea that every day ending in “Y” is a workday, and a willingness to be “humbled” by more traditional hosts as he refines Beast Games. Coverage of Season 2 of that show, including a Survivor‑style twist highlighted by entertainment site The Knockturnal, frames him as increasingly comfortable stepping back and letting contestants drive the story, an evolution that could matter for his long‑term reputation as more than just the guy shouting over stunts.That is your rapid‑fire update on MrBeast's world this week. Thank you for listening, and be sure to subscribe so you never miss an update on MrBeast, and search the term Biography Flash for more great biographies.And that is it for today. Make sure you hit the subscribe button and never miss an update on Mr. Beast. Thanks for listening. This has been a Quiet Please production."Get the best deals https://amzn.to/4mMClBvThis content was created in partnership and with the help of Artificial Intelligence AI
Disney invested $1 Billion in OpenAI… And licensed its top 200 characters to Sora.Elon Musk confirmed SpaceX plans to IPO in 2026… but it's all about the SpaceX logo on a t-shirt.The Savannah Bananas have married co-founders… so we brought ‘em on the pod.A woman just had a baby in a Waymo robotaxi… It's a self-driving delivery.$DIS $GOOG $MARSBuy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-liveGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This episode is a special replay of David George's conversation with Harry Stebbings on 20VC. David is a General Partner on a16z's growth team, and in this discussion he breaks down how he thinks about breakout growth investing: why great business models are now table stakes, where real edge comes from non-consensus views on TAM, and how to underwrite upside in a world of higher prices and increasing competition.They also dig into the mechanics behind the scenes: unit economics at growth, “pull vs push” products, winner-take-most market structures, and how David decides when to double or triple down on a company. Along the way, they touch on SPACs, the rise of crossover funds, single-trigger decision making, and how David manages fear, pressure, and performance over the long arc of an investing career. Resources:Learn more about 20VC: https://www.thetwentyminutevc.com/Watch on YouTube: https://www.youtube.com/@20VCFollow Harry on X: https://x.com/HarryStebbingsFollow David on X: https://x.com/DavidGeorge83 Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures](http://a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
President Trump has signed executive orders on AI, the Federal Reserve has voted to reelect 11 of its dozen federal bank presidents, Costco shares are slightly lower after that company's quarterly report, NASCAR has settled an antitrust lawsuit brought by two of its teams, including one owned by Michael Jordan, and Elon Musk has confirmed reports that SpaceX plans to IPO next year. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On today's episode, Kara welcomes Angie Hicks, Co-Founder of Angi — the groundbreaking brand formerly known as Angie's List that helped define the home services space for the digital age.Angie started Angie's List back in 1995 as a recent college grad, going door-to-door to sign up new members. What began as a small directory in Columbus, Ohio has grown into a trusted national platform that connects homeowners with skilled home service professionals. Over the past 30 years, Angie has helped lead the brand through incredible growth — including an IPO, a major acquisition, a rebrand to Angi, and most recently, a new chapter as a standalone public company.In this episode, Angie shares what it takes to build a legacy brand and keep it relevant through decades of disruption. We dive into how Angi is using AI and smarter matching tools to modernize the home improvement experience, why she believes the trades are among the most “AI-proof” careers of the future, and the leadership lessons she's learned from listening to millions of customers. From grit and reinvention to empathy and long-term vision, Angie's story is packed with insights for founders, leaders, and anyone navigating change. Are you interested in sponsoring and advertising on The Kara Goldin Show, which is now in the Top 1% of Entrepreneur podcasts in the world? Let me know by contacting me at karagoldin@gmail.com. You can also find me @KaraGoldin on all networks. To learn more about Angie Hicks and Angi:https://www.angi.comhttps://www.instagram.com/angihttps://www.instagram.com/the.angiehickshttps://www.linkedin.com/in/angie-hicks-30566https://www.linkedin.com/company/angi Sponsored By:Chewy - Send your pet's wish to Chewy.com/ChewyClaus and it might become a reality. Plus, your wish means Chewy will donate five meals to pets in need.LinkedIn Jobs - Head to LinkedIn.com/KaraGoldin to post your job for free.AuraFrames - Visit AuraFrames.com and get $35 off Aura's best-selling Carver Mat frames by using promo code KARA at checkout.LifeMD - Get 50% off their Weight Management Program plus free shipping. Visit lifemd.com/KARA to activate the offer.Function Health - My first 1,000 listeners get a $100 credit toward their membership. Go to FunctionHealth.com/KARA or use code KARA100 at sign-up. Check out our website to view this episode's show notes: https://karagoldin.com/podcast/777
In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz talk about the Fed's recent 25 basis point rate cut, Disney's $1B investment in OpenAI, and SpaceX's $1.5 trillion IPO. ---
This week, we talk with our favorite Newspace Buccaneer, Jeffrey Manber. When so many people were touting their private spaceflight dreams in the 1980s, Manber took the next enormous stride and actually made it happen. He formed the Office of Space Commerce within the US Department of Commerce at the invitation of the Reagan administration, forged the first commercial relations with the then-Soviet Union, bridged that into the post-USSR period, and was responsible for the first commercial spaceflight to the then-mothballed Soviet-era Mir space station with a crew that stayed there for 70 days. He then went on to develop a variety of commercial space enterprises, from the first commercial platform to release smallsats from the ISS to initiating the Bishop airlock that became part of the space station. He also started Nanoracks, the first privately developed and standardized satellite deployment mechanism to fly. Finally, he initiated Starlab, the private space station currently under development by Voyager Technologies and a consortium of aerospace companies. Join us for this very special episode with one of the key founders of NewSpace! Headlines: SpaceX Plans 2026 IPO and Possible $1.5 Trillion Valuation NASA Loses Contact with Mars Maven Orbiter Discussion of Star Trek's New Starfleet Academy Series Trailer Main Topic: Privatizing Orbit and the Roots of Commercial Space Jeffrey Manber Details His Early US-Russian Commercial Space Collaborations His Space Journalism Origins and Shaping Commercial Space Policies Inside the Launch of Commercial Space Fund and the Office of Space Commerce First US Commercial Contracts with the Soviet Union and Mir Space Station Navigating Washington Policy and Export Licenses for Soviet Deals Attempt to Privatize Mir: Mirkorp, Leasing the Space Station, and Commercial Astronaut Crews The Rise of Nanoracks and Commercial Payloads on the ISS Building Starlab: Partnerships, Scale, Launch Plans, and Commercial Design Comparing Starlab's Ambitions to Vast, Axiom, and China's Tiangong Evaluating SpaceX's Public Offering and Its Impact on Elon Musk's Strategy Jeffrey Manber's Other Projects: Writing About Newspace and President Lincoln Thoughts on America's Future in Commercial Orbit and Personal Memoir Plans Hosts: Rod Pyle and Tariq Malik Guest: Jeffrey Manber Download or subscribe to This Week in Space at https://twit.tv/shows/this-week-in-space. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit
Katie and Matt discuss the Warner Bros. bidding war, negotiating against yourself, having your dad buy companies for you, Bleenberg, breakup fees, trillion-dollar IPOs, getting in on the third floor, orbiting data centers, tech capex, rocket explosion securities fraud lawsuits, alternative consumer lending and private credit regulation.See omnystudio.com/listener for privacy information.
Broadcom, Oracle and Intel shares all lower this week as AI bubble fears continue. Homebuilder ETF XHB is underperforming the broader market, but one guest thinks 2026 will be a better year for housing. Plus, Elon Musk confirms that SpaceX will go public, which could be the largest IPO ever. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Send us a textWe are back from hiatus and diving straight into the high-stakes world of Industry Season 3, Episode 3, "It." Join former Morgan Stanley investment bankers Jen and Kristen as we decode the finance behind the drama at the COP climate conference in Switzerland. In this episode, we break down the hypocrisy of ESG investing, the regulatory "Chinese Wall" between equity research and investment banking, and why pressuring an analyst for a buy rating isn't just frowned upon—it's illegal. We also analyze the mechanics of Petra and Harper's rogue attempt to launch a new "Leviathan" fund, fact-checking everything from non-compete clauses to Harper's strategic lie about being a former "trader" rather than a salesperson.Beyond the balance sheets, we dig into the psychological horror of the episode—from Eric's glitter-covered spiral into a midlife crisis to the trauma-bonding between Yasmin and Henry Muck. We discuss the nuances of "dad trauma," the reality of IPO lockup periods, and the cringe-worthy dynamics of pitching a non-ESG fund at a climate summit. We also explore the literary references to King Lear and Leviathan that foreshadow the power struggle between Harper, Petra, and the wealthy Otto Mostyn.Finally, we debate the double meaning of the episode title "It"—is it a reference to Stephen King horror, or simply who has the "It factor" to survive on Wall Street? We wrap up by delivering our Bullish and Bearish takes on the cast, deciding who is playing the long game and who is about to fold. Whether you're here for the technical breakdown of hedge fund marketing or the messy workplace drama, we've got the skinny on what's real and what's just Hollywood.Learn more about 9fin HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.
This week's a big one: the squad kicks it off with Starlink on planes, Zoox vs. Waymo, and YouTube's skinny bundle before taking the big swing — data centers in space as the emerging SpaceX-IPO narrative. Sam and Dave break down the real entrepreneurship skill: tell the huge story, earn the trust multiple, and consistently deliver “20 cents on the dollar” to keep the flywheel of cash spinning (re: Elon Musk and Sam Altman but thread lightly, you don't want to end up like Elizabeth Holmes or Sam Bankman-Fried). Jess celebrates a win with The Information after getting CNBC to correct their reporting. Then they touch on how the backlash against AI is growing as the 101 billboards fill up with more AI company ads. From Sorkin's 1929 zeitgeist to smuggling Nvidia chips into China to “IPO everything and pray the American economy survives,” it's never a dull episode with Brit, Dave, Jess, and Sam. Stay tuned for next week's 2026 predictions… and drop yours in the comments.Chapters:05:50 Netflix vs Paramount - Who's going to win the deal and is this an Inverse AOL-Time Warner?16:56 Golden Globes nominees and Disney+'s Taylor Swift docuseries17:49 Bundling unbundling YouTube's skinny bundle and sports21:29 Starlink on planes = fewer redeyes24:55 Zoox vs Waymo28:15 Space GPUs and the data centers in space33:57 The modern entrepreneurship skill: narrative flywheel41:38 Jess's and The Information's win correcting CNBC's refuted chip story46:04 AI narrative in China vs US47:16 AI backlash: energy prices, water restraints, and kid's mental health52:06 The 101 Billboard Bubble Index57:17 Will the SpaceX, OpenAI, Anduril, or Anthropic IPOs save the economy?58:30 Sorkin's book predicted the AI bubble?We're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/RiKVJD_3ziMConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Investor Fuel Podcast, host Michelle Kesil interviews Marshall Sykes, a seasoned investor and founder of Capitano Investing Group. Marshall shares his journey from real estate to diversifying his investments into oil and gas and pre-IPO companies. He emphasizes the importance of building an investor community, educating investors, and the power of networking. Marshall also discusses his future goals and strategies for helping others navigate the investment landscape. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
This week, we talk with our favorite Newspace Buccaneer, Jeffrey Manber. When so many people were touting their private spaceflight dreams in the 1980s, Manber took the next enormous stride and actually made it happen. He formed the Office of Space Commerce within the US Department of Commerce at the invitation of the Reagan administration, forged the first commercial relations with the then-Soviet Union, bridged that into the post-USSR period, and was responsible for the first commercial spaceflight to the then-mothballed Soviet-era Mir space station with a crew that stayed there for 70 days. He then went on to develop a variety of commercial space enterprises, from the first commercial platform to release smallsats from the ISS to initiating the Bishop airlock that became part of the space station. He also started Nanoracks, the first privately developed and standardized satellite deployment mechanism to fly. Finally, he initiated Starlab, the private space station currently under development by Voyager Technologies and a consortium of aerospace companies. Join us for this very special episode with one of the key founders of NewSpace! Headlines: SpaceX Plans 2026 IPO and Possible $1.5 Trillion Valuation NASA Loses Contact with Mars Maven Orbiter Discussion of Star Trek's New Starfleet Academy Series Trailer Main Topic: Privatizing Orbit and the Roots of Commercial Space Jeffrey Manber Details Early US-Russian Commercial Space Collaborations Space Journalism Origins and Shaping Commercial Space Policies Inside the Launch of Commercial Space Fund and the Office of Space Commerce First US Commercial Contracts with Soviet Union and Mir Space Station Navigating Washington Policy and Export Licenses for Soviet Deals Attempt to Privatize Mir: Meerkorp, Leasing the Space Station, and Commercial Astronaut Crews The Rise of Nanoracks and Commercial Payloads on the ISS Building Star Lab: Partnerships, Scale, Launch Plans, and Commercial Design Comparing Star Lab's Ambitions to Vast, Axiom, and China's Tiangong Evaluating SpaceX's Public Offering and Its Impact on Elon Musk's Strategy Jeffrey Manber's Other Projects: Writing About Mars and Lincoln's Wrath Thoughts on America's Future in Commercial Orbit and Personal Memoir Plans Hosts: Rod Pyle and Tariq Malik Guest: Jeffrey Manber Download or subscribe to This Week in Space at https://twit.tv/shows/this-week-in-space. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit
Send us a textJoin hosts Alex Sarlin and Ben Kornell as they break down the biggest shifts in global edtech. From PhysicsWallah's major IPO to Google–OpenAI competition, higher-ed adoption of AI, and new benchmarks shaping the future of learning. ✨ Episode Highlights [00:07:00] PhysicsWallah's IPO reshapes Indian edtech and signals renewed global momentum [00:15:00] Google and OpenAI escalate the AI race with Gemini 3, Nano Banana Pro, and OpenAI's “garlic” model [00:31:00] Higher education shifts from AI resistance to AI integration across teaching and majors [00:39:00] Rural districts test new connected learning models backed by major tech partners [00:40:00] Learning Agency launches the first Education AI Leaderboard for model benchmarkingPlus, special guests: [00:45:30] Andrew Carlins, Co-Founder & CEO of Songscription on AI-powered music transcription and access[01:01:10] Eric Tao, Founder & CEO of MegaMinds, and Austin Levinson, Director of Learning at MegaMinds on immersive AI simulations for CTE and AI literacy
Is the West Indies Petroleum Terminal listing about to crash and burn or make early investors rich? Two medical doctors tackle the most talked about Jamaica Stock Exchange listing of the year with zero hype and all facts.Dr. Matthew Preston and Dr. Thaon Simms break down this oil storage business valued at J$5.6 billion that just joined the JSE through listing by introduction, not a traditional IPO. You'll discover why they chose this unusual route, uncover a mysterious World Energy Solutions shareholder situation, learn whether this simple storage business is actually worth buying at 50 cents per share, and find out if WIPT could become a dividend powerhouse or just another stock that disappoints investors.From the Jamaica Broilers acquisition to BP Latin America supply agreements and potential regional expansion into 34 countries, this is everything you need to know before the market decides WIPT's fate. Whether you have $50,000 or $5 million to invest, understanding this listing could be the edge you need.
Harvey's Niko Grupen talks with TITV Host Akash Pasricha about OpenAI's GPT-5.2 and its new capability awareness feature. We also talk with Theory Ventures' Tomasz Tunguz about Broadcom's stock drop despite strong earnings, and Wealthfront CEO David Fortunato discusses the company's IPO and its cautious view on AI in core investing. Rubrik Co-Founder and CEO Bipul Sinha shares his company's growth playbook and his view on Larry Ellison's big cloud bet. Lastly, The Information's Editors Martin Peers and Nick Wingfield discuss the scale of Larry Ellison's bets in media and tech, and Nebius Co-Founder Roman Chernin explains his focus on open-source AI and the changing customer profile in cloud infrastructure.Articles discussed on this episode: https://www.theinformation.com/articles/whatnots-schlock-empire-shows-digital-live-shopping-can-thrive-americahttps://www.theinformation.com/articles/tech-giants-partnering-broadcom-break-free-nvidiahttps://www.theinformation.com/briefings/oracles-data-centers-openai-reportedly-delayedhttps://www.theinformation.com/briefings/exclusive-wealthfront-prices-ipo-14-tripling-tiger-investmentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
當人生的滋味混在一起時,你才知道「成長」原來這麼複雜。有人在酸裡學會放下,在甜裡找到勇氣,在苦裡堅強,在辣裡重新出發。
People are concerned that a Warner Bros merger with Netflix, or Paramount, will cost jobs in Hollywood following the consolidation. Reports claim 74% of consumers have canceled streaming services this past year because they’re too expensive, or they’re moving to an ad-supported platform. Actor Andy Dick OD’d on a Hollywood street and thankfully survived, and filmmaker Carl Rinsch, who directed “47 Ronan,” has been convicted of fraud and money laundering, ripping Netflix to the tune of $55 million. A new poll suggests 63% of people believe a four-year college degree ain’t worth it anymore. It would appear that Elon Musk does not have enough money, as his company SpaceX is moving forward with an initial public offering, or IPO. There’s 100 trillion tons of space junk floating above our heads.See omnystudio.com/listener for privacy information.
This week, we talk with our favorite Newspace Buccaneer, Jeffrey Manber. When so many people were touting their private spaceflight dreams in the 1980s, Manber took the next enormous stride and actually made it happen. He formed the Office of Space Commerce within the US Department of Commerce at the invitation of the Reagan administration, forged the first commercial relations with the then-Soviet Union, bridged that into the post-USSR period, and was responsible for the first commercial spaceflight to the then-mothballed Soviet-era Mir space station with a crew that stayed there for 70 days. He then went on to develop a variety of commercial space enterprises, from the first commercial platform to release smallsats from the ISS to initiating the Bishop airlock that became part of the space station. He also started Nanoracks, the first privately developed and standardized satellite deployment mechanism to fly. Finally, he initiated Starlab, the private space station currently under development by Voyager Technologies and a consortium of aerospace companies. Join us for this very special episode with one of the key founders of NewSpace! Headlines: SpaceX Plans 2026 IPO and Possible $1.5 Trillion Valuation NASA Loses Contact with Mars Maven Orbiter Discussion of Star Trek's New Starfleet Academy Series Trailer Main Topic: Privatizing Orbit and the Roots of Commercial Space Jeffrey Manber Details His Early US-Russian Commercial Space Collaborations His Space Journalism Origins and Shaping Commercial Space Policies Inside the Launch of Commercial Space Fund and the Office of Space Commerce First US Commercial Contracts with the Soviet Union and Mir Space Station Navigating Washington Policy and Export Licenses for Soviet Deals Attempt to Privatize Mir: Mirkorp, Leasing the Space Station, and Commercial Astronaut Crews The Rise of Nanoracks and Commercial Payloads on the ISS Building Starlab: Partnerships, Scale, Launch Plans, and Commercial Design Comparing Starlab's Ambitions to Vast, Axiom, and China's Tiangong Evaluating SpaceX's Public Offering and Its Impact on Elon Musk's Strategy Jeffrey Manber's Other Projects: Writing About Newspace and President Lincoln Thoughts on America's Future in Commercial Orbit and Personal Memoir Plans Hosts: Rod Pyle and Tariq Malik Guest: Jeffrey Manber Download or subscribe to This Week in Space at https://twit.tv/shows/this-week-in-space. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit
How did investment banking clients navigate a year of uncertainty, and what's next for dealmaking and capital markets? In this episode, Dorothee Blessing, Global Head of Investment Banking Coverage, is joined by Anu Aiyengar, Global Head of Advisory and M&A, and Kevin Foley, Global Head of Capital Markets. Together, they break down the forces that shaped 2025—from cautious optimism and strategic adaptation to the surge in mega deals and the transformative impact of AI. Looking ahead, they share actionable insights on M&A, IPOs, private capital, and global market trends that will define opportunities and risks in 2026. Tune in for expert perspectives on building resilience, seizing growth, and preparing for the future of investment banking. This episode was recorded on December 8, 2025. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm's research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. © 2025 JPMorgan Chase & Company. All rights reserved.
Send us a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:06 - SpaceX Tender Offer & IPO Plans00:43 - SpaceX Revenue Outlook01:54 - Airwallex $330M Raise02:54 - Disney $1B OpenAI Investment03:53 - OpenAI Enterprise Adoption Surge04:54 - OpenAI GPT-5.2 Launch05:54 - OpenAI Hires Slack CEO as CRO06:28 - Meta Acquires Limitless07:50 - Harvey $160M Round08:44 - Cohere Enterprise Momentum09:38 - Overtone AI Dating Launch10:29 - Boom Supersonic Turbine Pivot11:38 - Revolut Employee Buyback12:42 - 1X Technologies EQT Deal13:42 - Port $100M Series C14:42 - Harness $240M Series E15:50 - Anthropic $21B Broadcom Orders16:48 - World Updates App with New Features
This week, we talk with our favorite Newspace Buccaneer, Jeffrey Manber. When so many people were touting their private spaceflight dreams in the 1980s, Manber took the next enormous stride and actually made it happen. He formed the Office of Space Commerce within the US Department of Commerce at the invitation of the Reagan administration, forged the first commercial relations with the then-Soviet Union, bridged that into the post-USSR period, and was responsible for the first commercial spaceflight to the then-mothballed Soviet-era Mir space station with a crew that stayed there for 70 days. He then went on to develop a variety of commercial space enterprises, from the first commercial platform to release smallsats from the ISS to initiating the Bishop airlock that became part of the space station. He also started Nanoracks, the first privately developed and standardized satellite deployment mechanism to fly. Finally, he initiated Starlab, the private space station currently under development by Voyager Technologies and a consortium of aerospace companies. Join us for this very special episode with one of the key founders of NewSpace! Headlines: SpaceX Plans 2026 IPO and Possible $1.5 Trillion Valuation NASA Loses Contact with Mars Maven Orbiter Discussion of Star Trek's New Starfleet Academy Series Trailer Main Topic: Privatizing Orbit and the Roots of Commercial Space Jeffrey Manber Details Early US-Russian Commercial Space Collaborations Space Journalism Origins and Shaping Commercial Space Policies Inside the Launch of Commercial Space Fund and the Office of Space Commerce First US Commercial Contracts with Soviet Union and Mir Space Station Navigating Washington Policy and Export Licenses for Soviet Deals Attempt to Privatize Mir: Meerkorp, Leasing the Space Station, and Commercial Astronaut Crews The Rise of Nanoracks and Commercial Payloads on the ISS Building Star Lab: Partnerships, Scale, Launch Plans, and Commercial Design Comparing Star Lab's Ambitions to Vast, Axiom, and China's Tiangong Evaluating SpaceX's Public Offering and Its Impact on Elon Musk's Strategy Jeffrey Manber's Other Projects: Writing About Mars and Lincoln's Wrath Thoughts on America's Future in Commercial Orbit and Personal Memoir Plans Hosts: Rod Pyle and Tariq Malik Guest: Jeffrey Manber Download or subscribe to This Week in Space at https://twit.tv/shows/this-week-in-space. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit
Welcome back to another episode of Impact Theory with Tom Bilyeu! Today's episode takes you on a whirlwind tour through some of the most pressing—and controversial—headlines shaking up culture, politics, and technology right now. Tom Bilyeu and co-host Drew dive into the explosive clash between Nick Fuentes and Piers Morgan, dissect the rise and endurance of figures who thrive on internet controversy, and unpack what these cultural moments reveal about shifting generational values. But it doesn't stop there. From the escalating rhetoric between China and Japan to the looming economic storm clouds threatening Japan's economy, Tom Bilyeu breaks down the real-world stakes behind international power plays and what they could mean for the future. The hosts also explore Elon Musk's ambitious plans for SpaceX's IPO and the astronomical implications of building data centers in space, questioning whether capitalism as we know it is heading toward a seismic shift. And if you're a parent or anyone concerned about the digital lives of young people, don't miss the discussion on Australia's countrywide ban on social media for kids under 16. Is it the answer to our “youth and screens” dilemma, or just the start of yet another debate over technology and regulation? From sharp personal commentary to deep dives into history, finance, and AI, this episode is packed with hard questions, bold opinions, and a dose of actionable wisdom for the times we live in. Buckle up, because this is Impact Theory at its most thought-provoking. Business Wars: Follow Business Wars on the Wondery App or wherever you get your podcasts. Quince: Go to https://quince.com/IMPACTPOD for free shipping on your order and 365-day returns. Linkedin: Post your job free at https://linkedin.com/impacttheory HomeServe: Help protect your home systems – and your wallet – with HomeServe against covered repairs. Plans start at just $4.99 a month at https://homeserve.com Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Raycon: Up to 20% off during this holiday season at https://buyraycon.com/IMPACTTHEORYBC Connectteam: 14 day free trial at https://connecteam.cc/46GxoTF ButcherBox: New users will receive their choice between filet mignon, ribeye or NY Strip in every box for a year + $20 off! at https://butcherbox.com/impact Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Cape: 33% off with code IMPACT33 at https://cape.co/impact True Classic: Upgrade your wardrobe at https://trueclassic.com/impact Bevel Health: 1st month FREE at https://bevel.health/impact with code IMPACT What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Scott Becker discusses SpaceX’s potential trillion and a half dollar IPO and why its massive valuation is capturing market attention.
Jim Lanzone (CEO of Yahoo, former CEO of Tinder & CBS Interactive) joins Dan Nathan to pull back the curtain on one of the most fascinating turnaround stories in tech history. With 90% reach across the US internet and profitability that would make most public companies jealous, Jim explains why Yahoo is quietly dominating while the world isn't looking. They discuss the "original sin" deal in 2000 where Yahoo accidentally helped build the Google monopoly, the similarities between the Dot Com crash and today's AI boom, and the exact playbook Apollo is using to revitalize the brand for a potential IPO. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
The “join a hot company” career narrative is getting a lot of PMs into trouble. In Part 2 of our PM Career Framework for AI series, we get practical: how to pick the door that fits you — and spot when a prestigious logo is quietly costing you career momentum. We break down nearly 600 listener questions, then map the first set of doors, from Big Tech and public enterprise to the “quality middle” of elite private companies and recent IPOs.Key topics• The “doors” framework: building a personal stack rank• Golden handcuffs: when staying in Big Tech is rational• Why L7+ doesn't translate to startups or AI labs• The “step down” that's actually a level up• How to know if you're a fit for AI-native companies• Debunking the myth of “coasting” in Big Tech• Why APM programs can be the fastest way to learn the craft• The stay/leave test: can you produce a career story?• Who is suited to public enterprise tech• The “quality middle” sweet spotWhat's next (Part 3):Next episode, we assess the doors everyone's obsessing over: AI labs (OpenAI / Anthropic), hot AI startups, ex-growth mid-stage companies, and founding. We will also cover why the rules change dramatically once you move into the AI-native part of the market.Where to find Nikhyl:Twitter/XLinkedInWhere to find Carly:LinkedInShe Leads PodcastTwitter/XJoin The Skip:Skip CoachSkip CommunityFind The Skip:WebsiteSubstackYouTubeSpotifyApple PodcastsTimestamps(00:46) The “doors” framework: building a personal stack rank(11:50) Golden handcuffs: when staying in Big Tech is rational(17:12) Why promotion often doesn't translate to your next job(19:29) The “step down” that's actually a level up: from learning to teaching(22:55) How to upgrade your product intuition without quitting your job(26:23) The Big Tech fit test: why some builders struggle (and some thrive)(31:03) Early-career exception: why APM programs can accelerate you(34:26) Career stories: opinion → ship → impact → learning (and how to collect them)(39:17) Public enterprise tech: when stability + liquidity is the smart move(42:30) The hard question: are you unlucky, or are you the problem?(48:44) If your company is behind on AI: be the change agent or move on?(53:49) The “quality middle” sweet spot: elite teams, near-liquidity, durable brands(57:55) Domain expertise vs “chasing AI”: where you'll have the most impact(62:17) Builder vs fixer: choosing the work you're actually signing up for(65:03) Key takeaways + what's coming in Part 3Don't forget to subscribe to The Skip to hear me coach you through timely career lessons. If you're interested in joining me on a future call, send me a note on LinkedIn, Threads, or Twitter. You can also email me at nikhyl@skip.community This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theskip.substack.com
The U.S.has seized a sanctioned tanker off Venezuela, escalating tensions with Caracas. The Fed cuts rates but signals a pause. U.S. bombers fly over the Sea of Japan after Chinese and Russian drills near Taiwan. Elon Musk hints at possible SpaceX IPO. Plus, Pride plans for during an Egypt–Iran World Cup match spark a backlash. *This episode has been corrected to remove a line saying an IPO above a trillion dollars would be the biggest in the world. Saudi Aramco had a $1.7 trillion listing in 2019. Recommended Read: Nonna was right! Italian cuisine wins a place on UNESCO's cultural heritage list Listen to Morning Bid podcast here. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices
MRKT Matrix - Thursday, December 11th Dow jumps to record as Oracle sparks rush out of AI trade into broader market (CNBC) The case for more Fed rate cuts could rest on a ‘systemic overcount' of jobs numbers (CNBC) Rebalanced Gold Trade Pushes U.S. Trade Deficit to Five-Year Low (WSJ) Disney to Invest $1 Billion in OpenAI and License Characters for Use in ChatGPT, Sora (WSJ) Oracle Is Having Its Own ‘Code Red' AI Moment (Bloomberg) Rivian Tumbles After Unveiling AI Chip for Self-Driving Goals (Bloomberg) Musk says SpaceX report of 2026 IPO is ‘accurate' (CNBC) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs
It's been a busy week in the markets. Doug & Greg jump in with the big news of SpaceX's potential IPO in 2026 and what that could mean for next year's blow-off top. They also discuss the Federal Reserve's recent rate cut, which came with rare dissenters, and how politics is playing a part. They finish with the implications of private equity on college sports' ever-changing NIL landscape. Key Takeaways [00:16] - The IPO wave may be here with SpaceX announcement [07:47] - Talking Fed: rate cut, dissenters, and chair/board jockeying [13:00] - Utah is the first college to accept private equity capital View Transcript Links Musk Signals Reports Of SpaceX Planning An IPO Next Year Are ‘Accurate' Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
In this episode of ABCD Roundup, Mark and Xavier unpack a whirlwind of market and tech headlines. Bitcoin holds steady in the low 90s following the Fed's 0.25% rate cut, sparking debate on monetary policy and crypto adoption. Media consolidation heats up as Paramount launches a hostile bid for Warner Bros., countering Netflix's merger move. AI continues to see explosive growth, as OpenAI tops Apple's App Store as 2025's most downloaded app, while Tavus' AI-powered Santa captivates users for hours daily, raising questions about tech's role in human connection. They then spotlight Australia's groundbreaking ban on teen social media use and explore IPO trends with the "Chart of the Week," revealing investor appetite for mega-valued private companies and a potential return to pre-pandemic norms. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
A free screener for all Trendspider subscribers and another stock to research and comment on! $GLXY THESE SALES END SOON: TRENDSPIDER HOLIDAY SALE - Get 52 trainings for the next year at 68% off. Become a Trendspider master! SEEKING ALPHA BUNDLE - ALPHA PICKS AND PREMIUM Save over $200Seeking Alpha Premium - FREE 7 day trial Alpha Picks - Save $100 Seeking Alpha Pro - for the Pros EPISODE SUMMARY
Johann Kerbrat is Crypto General Manager at Robinhood.In this episode, we unpack why Robinhood built its own Ethereum L2 and how it plans to power 24/7 markets for tokenized stocks, digital assets, pre-IPO company trading, and the next wave of onchain financial products such as stablecoins and prediction markets.------
Summary del Show: • Wall Street apunta a una apertura en rojo tras resultados mixtos de Oracle $ORCL que golpean al trade de IA. • Eli Lilly $LLY salta tras resultados positivos de su nueva terapia para pérdida de peso y osteoartritis. • Elon Musk confirma que SpaceX planea una IPO para 2026 con una valoración potencial de más de $1T. • BP $BP lidera la primera subasta de perforación en el Golfo bajo la administración Trump.
HSBC Innovations is the global bank's financing arm for American and European startups, especially in the healthcare and life sciences industries. The bank's semi-annual Venture Healthcare Reports document trends in the investment market.Key Tech's Andy Rogers welcomes the report's author, HSBC Innovation Managing Director Jon Norris in Episode 43 of the MedTech Speed to Data podcast.Need to know· Four core market segments — HSBC Innovation's Venture Healthcare Reports cover investments and exits in Biopharma, Dx/Tools, Med Device, and Healthtech.· Sourcing investment data — Norris enriches Pitchbook data with additional structure and analyses, making the report more relevant to these market segments.· Sourcing exit data — Norris supplements media and industry publications with market research and conversations with industry leaders.· An investment data tapestry — The reports provide “an honest picture of what's going on in the market” so investors and innovators alike “can make targeted smart decisions.”The nitty-grittyAndy and Norris discuss the investment market's recent history before exploring drivers of today's investment headwinds.“2021 was a record-setting year,” Norris recalls. “Every record that could be set for deals and dollars was set across all the sectors.” Things changed in 2022 as new BioTech IPOs struggled, prompting investment reprioritizations.“VCs had done all these… frothy valuations,” Norris says. “They had to go back and look at their own portfolios and say, does this company have enough capital? How do you want to put money to work?”Investments rebounded in 2024, but not the number of deals. Investors poured money into their existing portfolios to boost their exit chances, resulting in today's nine-figure megadeals.“Basically, they're smooshing two rounds together and extending the investors coming in to support that round,” Norris says.Headwinds stiffened in 2025 as tariffs, a more litigious competitive space, and other factors amplified business uncertainty.Norris attributes this progression to the psychology of venture capital. “When you think about what makes these folks tick,” Norris explains, “they want to continue to raise new venture funds because they get paid management fees. But in order to raise their new venture funds, they have to show their investors that they've actually gotten returns.”That means reaching an acquisition or IPO. “They're very focused on getting to exit right now. That's why they're so focused on their existing portfolio. And because of that, they haven't been doing as many new investments.”New investments still happen, of course, but the criteria have changed. “While the dollars are actually up in some of these sectors, especially Med Device,” Norris says, “you're seeing that being put to work on later-stage deals because they'd rather get a shorter time to exit.”Data that made the difference:Norris' insights from the HSBC Venture Healthcare Report let him advise startups fighting today's investment headwinds.Adopt a megaround mentality. “Series B has been extremely difficult,” Norris says. “[Raising] sub two million, that's one thing. But if you're looking to raise five million, it's almost better to raise twelve.”Find investors outside the mainstream. “Traditional venture investors don't want to write small checks.” Norris sees angel groups, innovation centers, and other small investors funding these early rounds.Explore acquisition exits, but be careful. “On the device side, most of the corporates have been pretty darn active,” Norris says. However, some litigate to block emerging competition, especially in the Dx/Tools sector. Norris' recommends researching potential acquirers before taking meetings.Download the HSBC Venture Healthcare Report for Norris' complete analysis, and watch the video below for insights into the Medical Device and Dx/Tools sectors, AI's role in MedTech, and more.
In this episode, Scott Becker discusses SpaceX’s potential trillion and a half dollar IPO and why its massive valuation is capturing market attention.
Our Chief Asia Economist Chetan Ahya and Chief China Equity Strategist Laura Wang unpack Asia's broadening economic recovery and focus on China's path to market stability in 2026.Read more insights from Morgan Stanley.----- Transcript -----Laura Wang: Welcome to Thoughts on the Market. I'm Laura Wang, Morgan Stanley's Chief China Equity Strategist.Chetan Ahya: And I'm Chetan Ahya, Chief Asia Economist.Laura Wang: Today – our 2026 macro outlook for Asia with a particular focus on China's equity market.It's Wednesday, December 10th at 10am in Hong Kong.Chetan, as 2025 draws to a close; and if we try to remember what we were thinking about this time last year, I think, probably a lot of the market participants were expecting headwinds going into 2025 on the exports and trade front. But turns out that Asia's export growth is tracking at 8 percent this year so far. What's your explanation for this surprise?Chetan Ahya: Well, yes, Laura, you know, we were all concerned that there will potentially be tariffs, especially on China. And therefore, we were concerned that [the] regions' exports may be affected negatively. However, what has happened is that tech exports have driven the strength in the overall exports for the region. And that is all because of the story on AI and tech development that we have all been watching.But the good news is that non-tech exports will recover in 2026. In fact, that's the key call we are making – that from early next year, you will see that improvement in the U.S. domestic demand that helps Asia's exports. And at the same time, we are expecting that bulk of this tariff-related uncertainty would be behind us. And so those are the two factors we think will support this recovery in non-tech exports in 2026.Laura Wang: That's great. How significant is the shift in exports from tech to non-tech?Chetan Ahya: Well, we think that's very important for [the] regions' economic outlook. Because when you think about the tech exports recovery, it was helpful to keep [the] regions' overall exports growth strong, but it did not have the broader multiplier effect on the economy. So, for example, when you think about the tech exports, it tends to be more capital intensive, and we don't see much benefit on job growth.I think the best example I can give you is when you look at the Taiwan economic numbers. We've seen very strong GDP growth year-to-date. But at the same time, consumption numbers have been very weak. And so, non-tech exports recovery is very important for the broader economic recovery, and that is precisely what we expect in 2026. You will see that broadening out of growth with follow up in CapEx, job growth, and consumption recovery.Laura Wang: Your work suggests that Asia inflation will pick up modestly in 2026. What factors are behind this trend?Chetan Ahya: Well, as the non-tech exports recovery materializes, you should see improvement in capacity utilization across the board in the region. That should reduce the disinflationary pressures that we've been seeing year-to-date. And at the same time, we are expecting that the disinflationary pressures that the region was facing from China is also going to ease in 2026.Laura Wang: How will Asia central banks respond to keep inflation within their comfort zones? And what does this mean for monetary policy across the region in 2026?Chetan Ahya: Well actually, there's not much concern about keeping the inflation within the central bank's comfort zone because what we've seen year-to-date in Asia is that Inflation has been much lower than the central bank's target for a number of economies in the region. And they have been responding to this with more interest rate cuts.But going forward, as disinflationary pressure is reduced, we are expecting that the central banks in the region would end their rate cutting cycle. We should see just about one to two more rate cuts for some of the central banks. And then policy rates should remain largely stable through to the end of 2026.So, Laura, let me come to you now. So, 2025 was a very strong year for China markets. And you see 2026 as a ‘keep it steady' year rather than a breakout year. What does stability look like for investors and companies?Laura Wang: That's right, 2025 was a very good year for China equity market. We saw both MSCI China and Han Sang Index delivering more than 30 percent return in absolute terms. Going into 2026, we see it as a year for investors and for the market to preserve and protect what has been achieved in 2025 so far, but not with significantly much higher upside at this point. This is because the valuation re-reading we've seen so far in 2025 is already more than 30 percent, close to 40 percent.In [20]26, we think the valuation will largely stay at its current level, and further upside for the market will be more driven by solid earnings growth. For 2026, we see MSCI China's earnings growth year-on-year at around 6 percent.Chetan Ahya: So, with that backdrop, Laura, do you expect more inflows into the market next year?Laura Wang: Absolutely. Actually, we have already talked to so many investors on a global basis, and we are seeing much higher level of interest in investing in Chinese equities, particularly in some R&D and innovation heavy sectors.That being said, what we are seeing also is relatively light positioning by global investors in Chinese equities – actually across the board, still a quite sizable underweight, which means there will be much higher room for them to increase their allocation gradually in 2026 back to China.Chetan Ahya: And with the U.S.-China tensions easing a bit, and China doubling down on AI and smart manufacturing, where do you see the real-world opportunities from that?Laura Wang: There will be a lot of opportunities inside Chinese equity market, but we do want to stay with the names that will be delivering very solid earnings growth in the next few years. And we also want to highlight the next five years growth strategy laid out by Chinese policy makers.We want to make sure that we focus on the sectors that are very well aligned with the national growth strategy with a strong focus in R&D and innovation – and that would include AI as well as smart manufacturing, automation, robotics, and biotech. We also have collected very high level of interest from global investors in these sectors.At the same time, as we start to see less deflation pressure in 2026, but still with it potentially persisting into 2027, we want investors to still hold on to some exposure to high quality dividend plays. The steady cash returns from these stocks will help you navigate through some volatilities in the market in next year.Chetan Ahya: So, you expect global investors returning, mainland investors shifting money from savings into stocks, and strong cross-border trading within Hong Kong. What does that mean for market behavior and thematic opportunities?Laura Wang: One very positive development we have observed in 2025 is the strong capital market activities in Hong Kong. Hong Kong at single stock exchange basis actually is the most active IPO market in the world in 2025, and with policy support for Hong Kong to continue as a global financial hub, we expect this trend to continue. So, we are seeing more and more capital market activities happening in Hong Kong and mainland China in the next year. And in terms of thematic opportunities, I already mentioned that opportunities align with the national growth strategy with very heavy innovation and R&D focus. Along these opportunities, we're also heavy recommending investors to focus on thematic opportunities such as anti-evolution, as well as corporate governance reform.That summarizes our New Year outlook for Asia economy as well as China equity market. Chetan, thanks so much for taking the time to talk to me.Chetan Ahya: Great speaking with you, Laura.Laura Wang: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.
In this episode, Scott Becker breaks down the week's top stories, including the bidding battle for Warner Brothers Discovery, IBM's Confluent acquisition, expected Fed rate cuts, Medline's $55 billion IPO, and Magnum's $9 billion valuation as it spins out from Unilever.
In this country, health outcomes are too often dictated by your ZIP code, but one company is working very hard to fix those inequities.Demond Martin, is the CEO and co-founder of WellWithAll, a health and wellness company dedicated to advancing health equity for underserved communities. Operating under ‘inclusive capitalism', WellWithAll reinvests 20% of its profits into health initiatives tailored to specific community needs, tackling health disparities, and ensuring a targeted approach to wellness.Before WellWithAll, Demond was a senior partner at Adage Capital Management, where he invested in the consumer sector for 21 years. Earlier in his career, he served in the Clinton administration, and he has served on numerous nonprofit boards, including the Berkeley College of Music, The Dana-Farber Cancer Institute, and the Obama Foundation. Today, we get into what WellWithAll does, how they're giving back to the community, and Demond's journey from a trailer in North Carolina to CEO of this incredible company.Highlights:Demond's background (2:21)Stories from the White House (3:50)Working at a hedge fund (5:58)Lessons about investing (8:32)The origins of WellWithAll (11:42)Health inequities (13:54)How WellWithAll has evolved (15:08)Getting in with large retailers (17:08)Sources of funding (18:57)The Obama Foundation (20:19)A career in politics? (21:00)Demond's mentors (22:14)27th ICR Conference (24:04))Links:Demond Martin LinkedInWellWithAll LinkedInWellWithAll WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co.
Drs. Stephanie Logterman from Arnold Palmer Hospital for Children and Tyler McDonald from the University of South Alabama bring you this year's IPOS® 2025 episode. We highlight some of the exciting programming from this year's meeting delve into a few interesting topics in pediatric orthopedics. Special guests include Drs. Rachel Thompson, Michael Vitale, Jennifer Beck, Alex Arkader, Brian Kaufman, Lindley Wall, Jaysson Brooks, Henry Ellis, Wood Sankar, and Derek Kelly. This episode is produced by Tyler McDonald. Music by A.A. Aalto.
In this episode of China Decode, hosts Alice Han and James Kynge unpack China's high-stakes push for tech independence, from Moore Threads' explosive IPO to Beijing's drive to build a homegrown alternative to Nvidia. They also explore why the renminbi (CNY) remains deeply undervalued despite calls for a stronger yuan. Later, they sit down with Patrick McGee, author of Apple in China: The Capture of the World's Greatest Company, to discuss Apple's deep reliance on China and the broader political and commercial leverage Beijing now wields over Western companies. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Today's blockchain and cryptocurrency news Bitcoin is up slightly at $90,599 Ethereum is up slightly at $3,137 XRP is up half a percent at $2.08 BTC holds ahead of Fed comments Circle secures ADGM provider license HashKey Holdings launches city's first IPO by crypto firm Tether backs Generative Bionics ###Gemini Card Disclosure: The Gemini Credit Card is issued by WebBank. In order to qualify for the $200 crypto intro onus, you must spend $3,000 in your first 90 days. Terms Apply. Some exclusions apply to instant rewards in which rewards are deposited when the transaction posts. This content is not investment advice and trading crypto involves risk. For more details on rates, fees, and other cost information, see Rates & Fees. The Gemini Credit Card may not be used to make gambling-related purchases. ### For 40% off your order, head to Udacity.com/DCR and use code DCR. Learn more about your ad choices. Visit megaphone.fm/adchoices