Podcasts about ipo

Shawn O'Malley and Daniel Mahncke break down the emerging design giant Figma Inc. (ticker: FIG) and discuss whether the company can expand further into other enterprise design software verticals against Adobe. In this episode, you'll learn how Figma burst onto the scene after three long years of toiling in the background, why Figma's stock has crash 80% since IPO, and whether Figma's stock is attractively priced at current levels. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:09:01 - Why the design process used to be so messy and disjointed before Figma came along 00:11:08 - How Figma was born out of a partnership at Brown University 00:28:53 - How Figma is turning from a single-hit product into a more diversified platform 00:36:51 - What Figma is doing to redefine the future of AI in collaborative design 00:52:06 - What to make of Figma's young CEO, Dylan Field 00:54:32 - Why Figma crashed after its IPO 00:56:14 - How IPO-related stock-based-comp accounting distorted Figma's 2024 & 2025 financials 01:03:54 - Whether Shawn and Daniel add FIG to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track ⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠. Shawn & Daniel use ⁠⁠Fiscal.ai⁠⁠ for every company they research — use their ⁠⁠referral link⁠⁠ to get started with a 15% discount! Shawn's meditation app made via Figma. Figma's CEO on the future of design. Figma's CEO on the In Good Company podcast. Figma's investor relations' page. Why Figma wins (blog article). Explore our previous Intrinsic Value breakdowns: ⁠⁠Uber⁠⁠, ⁠⁠Nike⁠⁠, ⁠⁠Reddit⁠⁠, ⁠⁠Nintendo⁠⁠, ⁠⁠Airbnb⁠⁠, ⁠⁠AutoZone⁠⁠, ⁠⁠Alphabet,⁠⁠ ⁠⁠Ulta,⁠⁠ ⁠⁠John Deere,⁠⁠ ⁠⁠Madison Square Garden Sports⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

SpaceX is targeting a $1.75 trillion valuation for what could be the largest IPO in history. In this video, we examine how Elon Musk is folding a money-burning AI startup and a struggling social media platform into a rocket company to justify a price tag that defies financial gravity. From the engineering absurdity of "orbital data centers" and lunar railguns to the structural manipulation of the Nasdaq 100, we explore how low-float strategies and "fast-track" index inclusion rules are being used to turn passive 401(k) investors into exit liquidity for insiders. We look at the gap between EBITDA "vibes" and GAAP reality and the pivot from Mars to the Moon.Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

https://vimeo.com/1172772042?share=copy&fl=sv&fe=ci How do you know that you are a soul? Can you prove it? How do you know that you don't just think you are?  And even if you just think you are, does it even matter? Because if you are believing that you are a soul, maybe that's all that matters. Today's guest is Kris Land. He's written a beautiful book called The Infinity Within, which blends spiritual insight, emotional honesty, and mythic storytelling. And it asks a lot of really good questions. And we're going to get into some of that in this episode. Kris Land is a husband and father to three sons.  Kris has spent more than four decades mastering and simplifying complex systems, including construction, finance, technology, and ultimately, spiritual awakening. His work is guided by a single mission: to equip people with the clarity, confidence, and tools to reclaim agency over their lives and live with intention.  He is a veteran CEO and conscious entrepreneur having founded 12 high-tech companies, achieving 11 successful exits and one IPO.  Kris Land is a transformational teacher and the founder of Amazing Items 4U Publishing and Campaign Catalysts Marketing, where he helps creators and leaders align purpose with prosperity.  He is the award-winning author of the acclaimed book series, “How to Build Your Dream Home” empowering readers to save money, avoid costly mistakes, and turn vision into reality through informed action. He also wrote, “The Finance Book for Young Adults”. His most personal and profound book was completed in 2025, “The Infinity Within” blends story, mysticism, and lived wisdom. The book invites readers to break through fear, trust their inner knowing, and remember the deeper truth woven through their lives. Watch or listen to the show to learn how to break through fear, trust your inner knowing and live your dream life. You’re Invited! READ: The Infinity Within https://www.amazon.com/dp/B0FH4CC13K/   QUOTES Use your fear as a signpost to ask, “How is this serving me today and do I need it?” The goal is to experience emotion at its fullest. Doubt is the blocker, fear is the cement.   KRIS LAND BIO Kris Land is an award-winning, conscious entrepreneur, and spiritual teacher whose work explores awakening through fear, remembrance, and inner truth. He is the author of The Infinity Within, a genre-defying book that blends spiritual insight, emotional honesty, and mythic storytelling. Alongside his creative work, Kris is a veteran CEO and serial entrepreneur who has founded 12 high-tech companies, achieving 11 successful exits and one IPO. His decades of real-world leadership bring grounded depth to conversations about healing, purpose, and conscious creation. He is the founder of Amazing Items 4U Publishing and Campaign Catalysts Marketing, and a husband and father of three boys. LINKS Web: https://krisland.com/ Facebook:  https://www.facebook.com/theinfinitywithin/ Instagram: https://www.instagram.com/the_infinity_within_me/ YouTube:  https://www.youtube.com/@TheInfinityWithin TikTok: https://www.tiktok.com/@the.infinity.within   YOUR GUIDE TO SOUL NECTAR: KERRI HUMMINGBIRD Kerri Hummingbird, Medicine Woman, Mother and Mentor, is the Founder of Inner Medicine Training, a Mystery School that shares potent ancient traditions from the Andes and Himalayas for owning your wisdom and living your purpose. She is the #1 international best-selling author of “Inner Medicine: Becoming One with Mother Earth for the Survival of Humanity”, “Love Is Fierce: Healing the Mother Wound”, “The Second Wave: Transcending the Human Drama” (on the int'l bestseller charts for over 6 years) and the award-winning best-selling book “Awakening To Me: One Woman's Journey To Self Love” which describes the early years of her spiritual awakening. As the host of Soul Nectar Show, Ms. Hummingbird inspires people to lead their lives wide awake with an authenticity, passion and purpose that positively impacts others. As a healer and mentor, she catalyzes mind-shifts that transform life challenges into gifts of wisdom. If you are wondering what the heck is going on, the answer is simple. We are in the process of a massive shift in consciousness that can most aptly be described as the metamorphosis from caterpillar to butterfly. As a medicine woman, I guide you to the next deepest understanding and embodiment of yourself as a spiritual being. Whether you receive a shamanic healing session, participate in the Reinvent Yourself Training program, or join us for Inner Medicine Training, one thing is certain: you will connect more deeply with your true self and learn to navigate the changes in your life from an empowered space within. SCHEDULE A FREE DISCOVERY SESSION: https://tinyurl.com/SoulNectarChat JOIN SOUL NECTAR TRIBE! https://kerrihummingbird.com/membership In Soul Nectar Tribe, we are joining forces to influence a new conversation on the planet…one that respects and honors all of life and looks forward seven generations to ensure the consequences of our actions are what we choose to create for our descendents. When we join our sparks together in community and comraderie, we become a powerful beacon of light and hope. FREE GIFTS! 1. Receive the free Reinvent Yourself ebook and guided meditations at http://www.kerrihummingbird.com/gift 2. Receive the Second Wave Guided Meditation Pack for free at http://www.thesecondwave.media LINKS FOR KERRI HUMMINGBIRD Website: www.kerrihummingbird.com Facebook: https://www.facebook.com/kerri.hummingbird.sami Instagram: https://www.instagram.com/kerri.hummingbird/ YouTube: https://www.youtube.com/@soulnectarshow LinkedIn: https://www.linkedin.com/in/kerrihummingbird/

Owen Burns is a trusted advisor to CEOs and executive teams, with decades of leadership experience spanning Fortune 500 companies, Series A startups, and leading management consulting firms. Throughout his career, Owen has guided transformative cultural initiatives, supported IPOs, and delivered strategic impact across some of the world's most respected organizations.His work has been featured in Forbes and Entrepreneur Magazine, and he is widely recognized for helping leaders build high-trust relationships that drive meaningful results. Owen is the author of The Power of Love and The Love Switch, where he explores how courage, care, and authentic connection transform leadership and business outcomes.SHOW SUMMARYIn this episode of the Selling from the Heart Podcast, Larry Levine and Darrell Amy are joined by Owen Burns to explore the powerful role that love, defined as courage, care, and authenticity, plays in sales and leadership. Owen explains that “selling from the heart” means having the courage to genuinely care for others, even when outcomes are uncertain.He challenges the common belief that the opposite of love is hate, arguing instead that fear is the real barrier preventing people from building meaningful relationships and taking action. Owen introduces his relationship frameworks, Seven to Heaven and Five to Thrive, which help leaders and sales professionals build, strengthen, and sustain trust-based relationships.The conversation also highlights the Love Switch, a practical technique for responding with intention rather than reacting from fear. By recognizing fear and reframing interactions with empathy and clarity, sales professionals can foster deeper engagement, healthier conversations, and stronger long-term business relationships.KEY TAKEAWAYSCourage to care is the foundation of authentic selling and leadership.Fear, not hate, is the primary barrier that prevents meaningful conversations and relationships.The Seven to Heaven framework builds trust through truth, desire, courageous communication, humility, equality, commitment, and intimacy.The Five to Thrive principles sustain relationships through inspiration, patience, kindness, forgiveness, and celebration.The Love Switch process helps professionals respond intentionally rather than reacting from fear.Accountability grounded in care creates growth and stronger relationships.Loneliness and disconnection impact workplace performance and employee well-being.Trust-centered leadership unlocks deeper engagement and stronger results.HIGHLIGHT QUOTESSelling from the heart comes down to one simple thing: showing up with the courage to care.”“The opposite of love isn't hate—it's fear.”“Love is not the absence of leadership—love is the essence of leadership.”“When leaders show up with love—courage, care, and clarity—they unlock deeper engagement and stronger business results.”“Being nice and showing up with love are different things.”“We need to flip the switch—react out of love rather than respond out of fear.”“Sometimes we think the work ends when the relationship begins—but that's when the real work starts.”ADDITIONAL RESOURCESExplore the secrets of heart-centered leadership and thriving workplace cultures with Culture from the Heart Podcast! Nominate a visionary CEO at www.culturefromtheheart.com!Listen to Larry Levine's Bestselling Book — Selling in a Post-Trust World! Now available on Audible! Transform your sales approach with insights that matter.  SUBSCRIBE to our YOUTUBE CHANNEL! Stay updated with the latest episodes and leadership tips: Selling from the Heart YouTubeet Your Daily Dose of Inspiration:Click Here for Your Daily Dose

“Whether you like Amodei or not, at least he's a leader.” — Andrew KeenDario Amodei is the most interesting man in America right now. Not because he runs a $500 billion company or because he's suing the Trump administration or because Anthropic's Claude topped the iPhone charts. But because he's doing something nobody else in Silicon Valley has the balls to do: he's acting like a human being in public. He has principles, he states them, and he accepts the consequences. That's leadership. It shouldn't be remarkable. In 2026, it is.This week's That Was The Week is about how America both loves and hates AI. An NBC poll found 60–70% of Americans are concerned about AI — making it even less popular than the Democratic Party (quite an achievement). A hundred planned data centers have been cancelled because of local protests. 10,000 authors published an anti AI manifesto at the London Book Fair this week. Each week, in contrast, a billion people used ChatGPT, but these users often seem oblivious to its weaknesses. So Keith's AI-generated video for the show was, by universal agreement (including his own), not going to win an Oscar tomorrow. Except for Most Sloppy AI generated video.Every road this week led back to Amodei who is anything but sloppy. He's become a Rorschach test for the entire industry. Tech progressives Kara Swisher and Scott Galloway are lauding him. The MAGA crowd — including David Sacks, Trump's AI czar — on the All In podcast are doing the opposite. Keith thinks Dario is a naive CEO making bad business decisions — comparing him to his own doomed battle in the late Nineties against Microsoft's Steve Ballmer. It's a fair point. Should a tech CEO really be setting AI policy? Keith's answer is no — that's for people like David Sacks appointed by executive, legislative, and judicial branches. I'm not so sure. In an America defined by its dysfunctional political system, we need leaders like Amodei to take ethical stands. If not, then who?The IPO race this year between Anthropic, OpenAI and xAI makes this particularly interesting. I wonder whether Amodei might use the IPO itself to force a public debate that nobody in government is willing to have. Not just about guardrails or weapons — but about what kind of society AI is building and who gets to decide what does and doesn't get used. Musk, by publicly embracing white racists and other groups of hate, is making his politics clear. Sam Altman, as always, is wearing every hat simultaneously. Amodei, in contrast, knows his hat. Rather than MAGA, it should say: The Most Interesting Man in America. He's got my vote. Even if he's not running for office. Five Takeaways•       AI Is Less Popular Than the Democrats: An NBC poll found 60–70% of Americans are concerned about AI. A hundred data centres have been cancelled due to local protests. 10,000 authors published an anti-AI manifesto at the London Book Fair. Close to a billion people use ChatGPT each week — but the haters are the non-users, and they outnumber the lovers by a wide margin.•       Amodei Is the 21st Century's First Real Leader: He's suing the Trump administration. He's refusing to let Claude be used for autonomous weapons. He's accepting the business consequences. Keith thinks he's naive. I think he's the only person in Silicon Valley acting like a human being in public. The debate between us is the show.•       Keith Compares Amodei to His Own Doomed Battle Against Ballmer: In the late Nineties, Keith fought Microsoft with RealNames and lost. He sees Amodei on the same trajectory — noble, principled, already finished. I compared Keith to Pete Hegseth declaring the Iranian regime defeated. The MAGA crowd on All In, including Trump's AI czar David Sacks, agree with Keith. That alone should give him pause.•       The IPO Race Will Force the Debate: Anthropic, OpenAI and xAI are all expected to go public this year. Amodei could use the IPO to force a conversation about what kind of society AI is building — a conversation nobody in government is willing to have. Musk is making his politics clear by embracing white racists. Altman is wearing every hat. Amodei knows his.•       In the Absence of Leadership, Fear Thrives: Keith's best point of the week. Nobody is setting AI policy. The politicians are clowns. The tech CEOs are children. In the vacuum, fear wins. Amodei is trying to fill it. Whether he succeeds or not, at least he's trying. That's more than anyone else can say. About the GuestKeith Teare is the publisher of That Was The Week and co-founder of SignalRank. He is a serial entrepreneur, former CEO of RealNames, and a regular sparring partner on Keen On America.References:•       That Was The Week: AI Loved and Hated — Keith Teare's editorial.•       Rex Woodbury, “Why Does Everybody Hate AI?” — Digital Native.•       Josh Dzieza, The Verge — on lawyers, PhDs, and scientists in the AI gig economy.•       Noah Smith — “Something Feels Weird About This Economy.”•       Meta's acquisition of Moltbook — the AI agent social network.About Keen On AmericaNobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.WebsiteSubstackYouTubeApple PodcastsSpotify Chapters:(00:00) - Introduction: AI loved and hated (01:17) - NBC poll: AI less popular than the Democrats (03:10) - Rex Woodbury and the haters: is it really AI people hate? (04:21) - AI slop and Keith's terrible video (07:28) - The adoption curve: AI companies are isolated from mainstream opinion (07:51) - Dario Amodei as the answer to both lovers and haters (10:14) - Keith vs Ballmer redux: why Amodei has already lost (12:09) - OpenAI and Google employees rush to Anthropic's defense (14:24) - Woodbury, The Verge, and AI taking jobs (16:51) - Keith's Apple TV app: vibe coded in a weekend (19:29) - AI will destroy universities: cheating at apocalyptic levels (21:41) - Noah Smith: something feels weird about this economy (27:00) - The IPO race: Anthropic, OpenAI, SpaceX (30:42) - Could Amodei blow up the IPO proce...

Peloton and Garmin Finally in Sync: Peloton and Garmin now support full two-way tracking sync. We break down what this means for your fitness data.Club Peloton Levels Updated and Clarified: Peloton has updated and clarified Club Peloton tiers. We walk through what's new at each level.Rebecca Kennedy Leading a 5K at SXSW: Peloton instructor Rebecca Kennedy is leading a 5K run at South by Southwest 2026.Peloton Class Plans Now Visible for Floor-Based Classes: Peloton made class plans visible for floor-based workouts, but the update also triggered unexpected changes to the clock and music button.Crystal Reviews Peloton's Trainwell Partnership: Peloton has partnered with personal training platform Trainwell, and our own Crystal put it to the test. Hear her firsthand review.Peloton at Faces of Fitness Chicago 2026: Peloton will be participating in the Faces of Fitness event in Chicago. We discuss what this means for the Peloton community.Peloton x In Tandem: A Ride for the Blind and Visually Impaired Community: Peloton is teaming up with In Tandem for a special ride designed for blind and visually impaired cyclists.Peloton and Precor at the 2026 HFA Show: Peloton and Precor are heading to the 2026 Health & Fitness Association Show. We discuss what their presence could signal for the brand.Ben Alldis Is Back on the Peloton Schedule: Ben Alldis is back on the Peloton class schedule. We celebrate his return.Matt Wilpers Offers Free Shakeout Run for NYC Half Marathon: Peloton running instructor Matt Wilpers is offering a free shakeout run ahead of the NYC Half Marathon.Ride Real Roads in Tuscany with Christian Vande Velde: Peloton instructor Christian Vande Velde is joining Vibe Tours for a real-life cycling adventure in Tuscany.Robin Arzón Announces "Eat to Hustle" Book Tour: Peloton's Robin Arzón is hitting the road to promote her new book, "Eat to Hustle." We share the tour details.Marcel Dinkins Featured in Memphis Health & Fitness Magazine: Peloton instructor Marcel Dinkins lands a feature in Memphis Health & Fitness Magazine.Peloton Artist Series Features Olivia Dean: The latest Peloton artist series spotlights Olivia Dean. We talk about what members can expect.Skincare Founder Dr. Sam Ellis Spotted on Her Peloton Bike: Dr. Sam Ellis, the dermatologist behind skincare brand Prequel, was spotted riding her Peloton Bike.Whoop Plans Major Expansion — and Possibly an IPO: Fitness wearable brand Whoop is reportedly planning a major expansion ahead of a likely IPO. We discuss what this means for the connected fitness space.TCO Top 5: Five listener-recommended Peloton classes worth adding to your fitness queue this week.This Week at Peloton: A roundup of the biggest Peloton highlights from the week, including a focus on morning yoga and meditations.TCO Radar: The Clip Out team's picks for the Peloton classes you should be paying attention to this week, March 9–16, 2026.Peloton Relaunches Menopause Collection: Peloton has officially relaunched its menopause fitness collection. We cover what's new.Sam Yo's Unofficial Blues Brothers Ride: Peloton instructor Sam Yo delivered an unofficial Blues Brothers-themed ride that the community is buzzing about.Jeramine Johnson's 4-Day Split Strength Program: Peloton instructor Jeramine Johnson has a 4-Day Split strength training program on the way.Andy Speer Debuts "The Reset": Peloton instructor Andy Speer is launching a new offering focused on posture and recovery.Peloton Expands HYROX Training Program: Peloton's HYROX training program is growing, now including gym-based workouts.Christian Vande Velde's Real Routes Series: Peloton instructor Christian Vande Velde adds a new entry to his Real Routes scenic cycling series.Alex K and Ash Pryor Team Up for a 2-For-1 Row: Peloton rowing instructors Alex K and Ash Pryor are joining forces for a special 2-For-1 Row class.Peloton Birthdays: Happy birthday to Sam Yo (March 16), Marcel Dinkins (March 17), Peloton (March 17), and Jeffery McEachern (March 18)!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz explain the looming private credit crisis, IEA unleashing 400M barrels of oil (including 172M from the USA), and Rivian's new purpose-built robotics company. ---

The Information's Rocket Drew talks with TITV Host Akash Pasricha about the $109 billion legal threat facing OpenAI in its court battle with Elon Musk. We also talk with Theo Wayt about xAI's leadership turnover and new hires from Cursor, Ex-ChatGPT Product Head Peter Deng about the future of consumer AI and "taste" in product development, and Managing Editor Laura Mandaro about the startups inching toward IPOs in a volatile market. Lastly, we get into Meta's "Avocado" model delay and the prospect of licensing Google Gemini with our Co-Executive Editor Martin Peers.Articles discussed on this episode: https://www.theinformation.com/briefings/meta-said-push-back-launch-avocado-modelhttps://www.theinformation.com/articles/startups-inching-toward-ipo-volatile-markethttps://www.theinformation.com/articles/xai-hires-two-senior-leaders-cursor-catch-codinghttps://www.theinformation.com/articles/musk-openai-lawyers-face-109-billion-claimSubscribe: 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-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Is AI about to replace your stock broker? Christine Healey, a pre-IPO investment expert, explains why Claude AI missed a critical detail in a deal that could have cost her client millions—and why human brokers are still essential in the private market. In this interview, Christine and Sean discuss the "wild west" of pre-IPO investing, how to avoid scams when buying shares of companies like SpaceX and Stripe, and the secret tax strategies (like the Peter Thiel Roth IRA hack) that can save you millions. They also debate whether employees selling shares before an IPO is a red flag or just smart financial planning. Check out the company: https://healeypreipo.com

Listen & subscribe on Apple, Spotify, YouTube.Welcome everyone to the weekly San Diego Tech News!I'm Neal Bloom from Rising Tide Partners.My co-host in this episode is Fred Grier, journalist and author of The Business of San Diego substack. He covers the ins-and-outs of the startup world including breaking news, IPOs, fundraising rounds, and M&A through his newsletter.Before we dive in, we wanted to thank and ask our listeners to help us grow the show, leave a review and share with one other person who should be more plugged in with the SD Tech Scene. Thank you for the support and for helping us build the San Diego Startup Community!3/12* Seasats visit debrief* BlueNalu tasting debrief* SD Angel Academy Debrief* $100 Genome by Element Bio* New fundings:* Candid Therapeutics reverse merger of $500M+* Spinogenix * Qureator* NuFund Ventures Closes Most Successful Year Since 2021* BAE Systems wins support contract for F-16* Carlsbad proposed for undersea hub for cables between US and AustraliaCurated Events List – For full list – check The Social CoyoteLongevity Innovation Forum 2026 March 11San Diego AgTech Gathering March 19March Mingle March 25SD AI x Bio March 26 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe

Recorded 12/16/25Vincent's Slava Rubin and Sacra's Jan-Erik Asplund discussed Ramp, OpenEvidence, Apptronik, Whop, and Shield AI, five of the hottest pre-IPO companies in the asset class - and how investors can get access to them.Presented by the Fundrise Innovation Fund.https://fundrise.com/Vincent

Jeremy Allaire, Co-Founder, CEO and Chairman of Circle which operates the world’s largest regulated stablecoin network, sits down with David Rubenstein to discuss the company’s IPO last year, his long-term vision for Circle, and the role of artificial intelligence in the labor market. He’s on this week’s episode of “The David Rubenstein Show: Peer to Peer Conversations.” This interview was recorded January 15 at the Economic Club of Washington, DC.See omnystudio.com/listener for privacy information.

Opportunities for retail investors to gain exposure to SpaceX and other high-growth technology firms through specialized investment vehicles. The ARK Venture Fund (ARKVX) serves as a primary example, functioning as a public-private crossover fund that prioritizes sectors like artificial intelligence, robotics, and space exploration. Financial reports indicate that SpaceX and OpenAI have been significant contributors to the fund's performance, which seeks to democratize access to elite private markets. Simultaneously, market analysis suggests that SpaceX is approaching a massive IPO with a projected valuation of $1.5 trillion, potentially integrating its satellite internet and launch divisions. Investors can also access the company through the Baron Partners Fund (BPTRX), which holds a substantial stake in the aerospace giant. Together, these sources highlight a shift toward accessible venture capital models and the strategic role of space infrastructure in the broader AI boom.

In this episode of #TheShot of #DigitalHealth Therapy, Jim Joyce and I sit down with Carl Bradford Byers

(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules (8:16) AI trading bots, autonomous hedge funds, and investing with leverage (15:30) Ending the "Turf War" between the SEC and CFTC, super app vision (19:15) Prediction markets, insider trading, gray area (26:56) Trump advocates for changing quarterly earnings to bi-annual (30:30) Changing the accreditation rules a priority for 2026 (34:56) HFT firms that dominate the futures markets, swap reporting (40:36) VC fund formation (46:18) US markets vs the world, crypto classification (52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis   SEC Chair Paul Atkins: https://x.com/SECPaulSAtkins CFTC Chair Michael Selig: https://x.com/ChairmanSelig Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

In a world flooded with content and incremental business strategies, standing out is more than a competitive advantage, it’s a necessity. Legendary Category Designers Kevin Maney and Mike Damphousse joined Christopher Lochhead on this week’s episode of Christopher Lochhead: Follow Your Different to dive into their latest thinking on category creation formula and the evolving marketplace. Having helped shape the category design movement with their previous work on “Play Bigger,” Kevin Maney and Mike Damphousse now bring ten years of new insights, tools, and experiences to the table. Their journey reveals the potential for entrepreneurs and established leaders to move from simply competing in existing markets to creating new market categories entirely. You're listening to Christopher Lochhead: Follow Your Different. We are the real dialogue podcast for people with a different mind. So get your mind in a different place, and hey ho, let's go.   The Category Creation Formula: Context, Missing, Innovation A central development in Kevin Maney and Mike Damphousse's new book, “The Category Creation Formula,” is a straightforward equation: context plus missing plus innovation equals a new market category. This reframing shifts the conversation away from finding conventional “problems” and instead asks, “Given the changing context, what's missing for your target audience?” This subtle change is game-changing. By looking at how context—like technology shifts, societal changes, or policy moves—creates new gaps, innovators can identify true market opportunities. The missing is not just a problem, but an unmet need that, when matched with the right innovation, creates something genuinely new.   From Incremental Competition to Defining New Possibilities Traditional business thinking focuses on being better than the competition. Maney and Damphousse challenge this status quo with their method, which helps companies discover and fill what’s missing in the marketplace, rather than simply outperform existing players. Through hundreds of client projects, they have observed that when teams deeply engage with the formula, they often experience breakthrough clarity. This clarity leads to designing not only new products but building entirely new categories—transforming strategy meetings into the birthplace of the next Uber or LinkedIn Sales Solutions. The emotional impact on entrepreneurs is real, often marking a visionary moment that aligns teams, sharpens belief, and sets the trajectory toward category leadership.   AI and the Future: Accelerating Category Creation Artificial Intelligence is not just the latest innovation but a foundational change in context, similar to electricity's impact more than a century ago. For category designers, AI accelerates both the identification of what's missing and the speed at which innovations reach the market. As AI makes knowledge and execution close to free, what now matters is human insight: judgment about what new needs are emerging and how to fill those with breakthrough solutions. With the adjacent possible expanding, individuals and small teams can create billion-dollar outcomes, making category design skills more critical than ever. Maney and Damphousse's formula provides a framework to navigate this shift, empowering creators to define the future rather than react to it. To hear more from Kevin Maney and Mike Damphousse on their thoughts about the Category Creation Formula and how it can help your business, download and listen to this episode. Bio Kevin Maney Kevin Maney is a bestselling author and award-winning columnist. He's also the co-founder of Category Design Advisors where he helps companies create and dominate new market categories. He has been writing about technology for 30 years, has interviewed most of the tech pioneers you can name, and brings broad and deep context to Category Design conversations. He is co-author of the book Play Bigger, and has been an A-list writer and thinker about technology for 25 years. His other books include The Two-Second Advantage (a 2011 New York Times best seller), Trade-Off: Why Some Things Catch On and Others Don't, and The Maverick and His Machine: Thomas Watson Sr. and the Making of IBM. Kevin wrote a regular column for Newsweek, and has been a contributor to Fortune, The Atlantic, Fast Company and ABC News, among other media outlets. He was a contributing editor at Conde Nast Portfolio and for 22 years, Kevin was a columnist, editor and reporter at USA Today. Mike Damphousse Mike Damphousse is a Category Designer, Investor, and Founder/Partner at Category Design Advisors. He brings over three decades of experience as a company founder, CEO, CMO, and startup advisor, with a track record in building and scaling B2B software companies. Mike was the founder and CEO/CMO of Green Leads, which was acquired by Next 15 (LON:NFC), and served as CMO of Asteria, which IPO'd on the Tokyo Stock Exchange (TYO:3853).He is also a limited partner at Stage 2 Capital, a VC firm focused on early-stage B2B software startups, and has participated in ten exits through acquisition and IPO via Category Design Advisors. Mike is a co-author of Play Bigger, the foundational book on category design, and leads workshops and keynotes at major tech conferences like Dreamforce and Inbound. He is also a co-founder of Category Thinkers, a global community for category designers, and a regular speaker on strategic category creation and market leadership. Links Connect with Kevin Maney! Category Design Advisors | LinkedIn | Twitter Connect with Mike Damphousse!Category Design Advisors | LinkedIn | Twitter Check out their new book, The Category Creation Formula!    We hope you enjoyed this episode of Christopher Lochhead: Follow Your Different™! Christopher loves hearing from his listeners. Feel free to email him, connect on Facebook, X (formerly Twitter), Instagram, and subscribe on Apple Podcast / Spotify!

Chevron and Shell are nearing their first big production deal in Venezuela since the capture of Nicolas Maduro, Disney names its next president of Disneyland Resort, Senate aids get approval to use three AI chatbots for work, the Trump Administration restarts Global Entry after a pause, and Softbank's Japanese Payment app PayPay sets a price range for its IPO.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

 Heavy hitters like Larry Fink and Paul Atkins have said that tokenization is the future, but acquiring and managing tokenized assets can be a tall order for the average retail investor. Today's company is working to change that, with a unique strategy that provides value far beyond market exposure. Marco Santori is the Chief Executive Officer of Solmate, which trades under the symbol SLMT. Solmate is an institutional infrastructure company accelerating Solana's growth, and giving investors exposure to Solana's native token, SOL. Marco is a treasury company pioneer, launching the very first Altcoin treasury on Nasdaq, and he was a partner at Pantera Capital where he helped to structure some of the industry's best performing treasuries. Marco was also the Chief Legal Officer at Kraken, one of the world's largest digital asset exchanges, served as the President of Blockchain.com, and he was a partner at the law firm Cooley, where he led the firm's global fintech team. Today, Marco joins us to explain how Solmate's infrastructure flywheel creates value, what makes Solana unique among blockchains, and how the emergence of digitized capital markets will impact the world of finance.Highlights:Blockchain basics (2:22)What is Solana? (4:27)What sets Solmate apart (7:28)Infrastructure flywheel (11:08)Digital capital markets (13:31)Why the UAE? (15:42)Institutional readiness and blockchains (19:30)How will blockchains change finance? (21:17)Innovations in the works (24:53)Solmate's investment thesis (27:19) Links: Marco LinkedInSolmate LinkedInSolmate WebsiteICR LinkedInICR TwitterICR Website Feedback: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

What does it actually take to go from AI experimentation to real business impact? In this episode of the Watson Weekly, Rick Watson sits down with Anne-Claire Baschet, Chief Data and AI Officer at Mirakl — the enterprise marketplace platform powering some of the world's largest retail brands.Anne-Claire shares how she went from a passion for sci-fi and mathematics to leading AI transformation at scale — spanning French national rail, a refurbished car marketplace IPO, and now a bold mandate at Mirakl: disrupt the business responsibly with AI.In this conversation, you'll learn:Why 95% of AI projects fail to deliver ROI — and it's not the technology's faultHow Mirakl jumped from 50% to 95% Gen AI adoption by eliminating the "copy and paste game"The self-driving car framework (L0 → L1 → L2) and how to use it to assess your own SaaS AI journeyHow Mirakl's Catalog Transformer reduced categorization errors by 50% and cut onboarding time from 15 days to under 2 hoursWhy solving the right problem matters more than solving a problem the right wayWhat agent commerce means for the future of retail — and how Mirakl Nexus is preparing for itWhether you're a product leader, an AI executive, or building B2B SaaS, this episode is packed with hard-won lessons on strategy, adoption, and shipping AI that actually works.

The IPO market was booming – but now has been hit by a “wet blanket.” Greg Martin says the war in Iran is hitting IPOs by creating uncertainty, higher energy prices, and market volatility. “I'm still very optimistic, but we need to see some of these things sorted out.” SpaceX's IPO, reportedly slated for June, could shake up the entire market, Greg says. Other megacap private AI companies expected to go public could impact the market like “we've never seen,” he adds. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Bull markets don't last forever. When you're in the throes of one, it can feel like they do. But they don't, and at a certain point you have to sell.Gold bull markets can feel even more eternal. Not just because the metal itself is eternal, but because the story comes along that we are going back to a gold standard, or that the Great Purge, which many economists of the Austrian school say is inevitable after fifty years of fiat decadence, is finally upon us.I get that argument. But it is too neat, too deterministic. Real life is much more mucky.So today I want to consider a very important question, and I want to try and answer it honestly:Where are we in this bull market?Has gold already peaked? It's possible. The spike to $5,600/oz at the end of January had many of the hallmarks of a blow-off top.Or perhaps $5,600 was just a mid-cycle peak, such as we saw in 2006 or 1975-76 during previous bull markets.Or is this bull market still in its infancy?I'm going to study this bull market through every lens I can think of: price, time, valuation, participation, market structure, macro context and sentiment.My bias going in is that we are mid-cycle, as I argued in my Great Forecast last week. Let's see where I end up. 1. DurationThere have been two great gold bull markets since the end of the gold standard: 1971-1980 and 2001-2011. Both lasted nine to ten years.When did this one begin?It depends how you define it.You could take the bear-market low of $1,045 in late 2015. You could take the $1,160 retest in 2018. You could take 2019, when gold broke out of its multi-year base.Technical analysis is often in the eye of the beholder. Just like bull markets.You could even argue late 2022, when the current acceleration began.If you start in 2015, this bull market has already lasted ten years. That would put it right in line with the duration of previous cycles, and you could argue it is close to exhaustion.If you start in 2018 or 2019, there may be several years left to run.I favour 2018. Just as gold hit $250 in 1999, rallied, and then returned to roughly the same level in 2001 before the real bull market began, the 2018 low feels like the equivalent retest. Of course this is debatable.And there is always the possibility that this bull market lasts longer than previous ones.Verdict: mid- to late-cycle.2. Relative valuation vs other assetsOilWith gold at $5,200 and WTI crude around $87, it takes roughly 60 barrels of oil to buy one ounce of gold.Historically this ratio ranges between 6 and 30.The only time oil has been this cheap relative to gold was in the 2020 pandemic collapse, when oil went negative.My view: it's not so much that gold is expensive as that oil is cheap. Plus commodities inevitably get cheaper as we get better at producing them. (As long as you don't measure the price in fiat).Gold vs the S&P 500With the S&P around 6,765, it takes about 1.3 ounces of gold to buy one unit of the index.This ratio has been as high as 5 - at the peak of Dotcom in 2000, and the nadir of gold - and as low as 0.2 (during the depths of the 1930s and at the 1980 gold peak).Gold is therefore on the expensive side relative to equities, but not at historic extremes.This ratio could fall further if equities fall or gold rises.Gold vs US housingThe US housing market varies enormously by region - Beverely Hills is not Detroit, Miami Beach is not McDowell County - so national averages should be treated cautiously. But they still give a rough guide.We are now below the 2011 level and approaching 1980 territory in terms of how many ounces of gold buy a typical home.Pretty extreme.Overall verdict: late-cycle. Warning signal3. Institutional ownershipGold is still under-owned in institutional portfolios.Even after the recent rally, gold represents only a tiny fraction of global portfolio allocation compared with equities and bonds.Gold mining equities are even more neglected.Verdict: mid-cycle4. Central banksCentral bank buying slowed to 863 tonnes in 2025, down from record levels in 2024, but still well above the 2010-2021 average.However, the World Gold Council reported that central banks purchased only 5 tonnes in January, below the monthly average of 27 tonnes. I would not read too much into that. Much buying is reported with delays, and China in particular reveals little about its activity. The usual assumption is that central bank buying is an early or mid-cycle phenomenon. I am not entirely convinced. If the real driver of this bull market is de-dollarisation and reserve diversification amidst a wider geopolitical shift, then official buying could persist for years.Gold currently represents just under 30% of central bank reserves. The US dollar still accounts for roughly 56%.I don't think this bull market ends until gold sits north of 50% having overtaken the dollar itself.Question: is the war in Iran going to arrest of accelerate de-dollarisation? You know the answer. Verdict: mid-cycle5. Retail participationRetail demand is growing. 2025 saw record bar and coin demand. ETF inflows are rising, but they are not exploding. Mining companies are finally attracting interest again.Silver went briefly manic last month, which is not a healthy sign, but the episode is already unwinding.Verdict: mid-cycleBy the way, due to its senior currency status, the US dollar is going to preserve its purchasing power better than the pound, which is a car crash waiting to happen. I keep getting asked, “is it too late to buy gold?”. If you are in the UK, . We are turning into South Africa and the currency will go the same way. The 40% loss of purchasing power that the pound has seen since 2020 is not going to reverse. If anything it accelerates. Thus …If you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I recommend is The Pure Gold Company. They deliver to the UK, the US, Canada and Europe. More here.6. LeverageLeverage is difficult to measure precisely.You can look at: futures positioning on Comex, options activity, speculative flows into junior miners, retail spread betting and more. The short answer is this: gold is a crowded trade, but it is not a mania.If it were a mania, the geopolitical shock in Iran last week would have triggered violent liquidations. Instead gold held up remarkably well.Verdict: mid-cycle7. Mining equitiesMining stocks had an excellent 2025. Word is that PDAC last week (the world's largest mining conference), was the like of which had not been felt since 2011 and the last top. That is a warning sign.This chart shows the ratio of the XAU (large mining companies) to gold since 1988. On a relative basis the miners are still phenomenally under-owned, and we now have a text-book base, formed over 9-years, in place. If this ratio goes back to levels of the early 0 0s , miners will multiply many times over.But these declines began with the emergence of the ETFs and the many alternative ways to own gold without taking on individual company risk. The ratio does not have to go back 00s levels.Maybe. But that base is a thing of beauty.Typically the end of a gold bull market would coincide with massive rallies in junior miners, an exploration IPO boom and a merger-and-acquisition frenzy.We are seeing healthy signs of activity, but nothing like that yet.Verdict: mid-cycleI'm delighted to report that The Secret History of Gold - Myth, Money, Politics and Power, published by Penguin Life, comes out in the US next month. (The US version is published by Pegasus). Order yours now - via Barnes and Noble or Amazon8. The narrative - gold to $150,000?Gold got some coverage in publications like The Economist and the Financial Times last month, but the story is far from mainstream.Ask most people about de-dollarisation, Triffin's dilemma or central bank reserve diversification and you will get blank looks.However, some familiar late-cycle narratives are beginning to appear.One is that silver is being remonetised.It isn't.Silver may well be an important strategic metal, but its monetary role was as medium of exchange. That role is not coming back because we no longer use physical money. That function has been digitised.Gold, by contrast, retains its role as as store of value - a function that silver never had to anything like the same extent. Silver may have use as a speculative asset. It may well rise in price. It may even overshoot spectacularly. But it is not being remonetised. That will not happen, unless Eastenders turns into Mad Max.Another narrative that sometimes appears near major peaks is the US national debt relative to gold reserves. In 1980, headlines declared the US was “solvent again” because it could have used its gold to fully settled its debt.Today US debt is roughly $39 trillion. To settle that debt using America's 262 million ounces of gold, the gold price would need to be roughly $150,000 per ounce.When arguments like that start circulating, it means the narrative can't go much further and the cycle is close to exhaustion.We are not there yet.Verdict: mid-cycle9. Real yieldsLast but not least: real interest rates.This would be the 10-year Treasury yield minus inflation, or the 10-year TIPS yield.Gold bull markets tend to end when real yields rise sharply.In 1980, Paul Volcker pushed interest rates toward 20% and real yields surged. Gold then entered a twenty-year bear market. At the 2011 peak, real yields rose from deeply negative to positive and gold topped within months. From 2020–2022 real yields went negative again and gold surged, until they rose in 2022 and gold stalled.Today nominal yields are relatively high, but inflation remains elevated, the Fed is under pressure to ease (as are most central banks) and fiscal deficits are enormous.Real yields therefore sit around zero or slightly positive, depending on how they are measured. That is not restrictive enough to kill the gold bull market.The danger signal would be inflation falling sharply while nominal yields stay high, pushing real yields well above +2%. We are some distance from that.Verdict: mid-cycleIf you are interested in following the real yield argument, Charlie Morris is the man. He gets it better than anyone, and I heartily recommend you follow his work via his Atlas Pulse. Get your copy here - it's free.ConclusionIf gold continues rising it will pull silver and mining equities higher with it.The spike in silver last month to around $125 looked very much like a mid-cycle blow-off, and a period of consolidation is now both likely and healthy. Looking across all the indicators, most point toward a mid-cycle environment rather than a late-cycle one.What superb content. You really should upgrade.Duration and relative valuation raise some concerns, but these are just one or two of nine indicators. Everything else suggests the bull market has not yet reached its final, most speculative phase.In other words: this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.$8 to $10,000 by the end of the decade is a very real possibility.Thanks very much for being a subscriber to Flying Frisby.Until next time,DominicPS I have discussed gold largely in dollar terms, because the market is quoted in dollars. But if you are in the UK the case for owning gold has less to do with the dollar and far more to do with the pound. Sterling has already lost roughly 40% of its purchasing power since 2020, and that trend is not going to reverse. If anything it will accelerate. It's not just the ineptitude of successive governments, but unelected permablob (in this case the Treasury, the OBR, the Bank of England, the FCA et al) that actually runs the show. The system- if you can call it that - is the problem and it's not going to change. The incentives are to spend more, borrow more and debase the currency slowly over time. You cannot fix that system. But you can protect yourself from it. And that means owning some gold.DisclaimerI am not regulated by the Financial Conduct Authority (FCA) or any other regulatory body as a financial advisor. Therefore, any information provided in this newsletter does not constitute regulated financial advice. It is solely an expression of opinion. Small-cap stocks are inherently risky. Please conduct your own due diligence and consult with a financial advisor, if you have any doubts. Remember, markets can both rise and fall, especially in the case of small and mid-cap stocks. I am not aware of your individual financial circumstances, so only invest money that you can afford to lose. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Co-founders Dr. Salman Avestimehr and Dr. Aiden He join the podcast to discuss their new "agentic" company, Teamily AI. They dive into how their platform is disrupting the social landscape by weaving multi-agent AI into group chats, enabling groups, friends, and families to interact with virtual friends, essentially creating a collaborative environment where AI acts as a participant that anticipates needs and remembers the full context of a conversation.This conversation explores the core value proposition of an AI-first social platform—not just making an individual superhuman, but enabling a collective of human and AI agents to do "fascinating things together." The founders detail their technology, which is built on deep expertise in distributed machine learning and multi-agent systems, and their long-term vision to IPO and evolve the very nature of social networks by bridging the gap between human and artificial intelligence.In the news segment, Charlie Fink and Rony Abovitz unpack the week's biggest AI stories: Ben Affleck selling his stealth AI film company, Interpositive, to Netflix; Anthropic's Claude briefly dethroning OpenAI's ChatGPT in the app store; and a deep dive into Jack Dorsey's company Block cutting 4,000 employees. The hosts also discuss the social fallout of AI acceleration, particularly the counter-movement seeking tactile, real-world connection and the economic risk of displacing white-collar data analysts.Key Moments00:03:00 – App Store War: Discussing Anthropic's Claude topping the app charts and why the US Department of Defense will use the best AI system regardless of corporate objection.00:04:00 – Hollywood's AI Play: Netflix acquiring Ben Affleck's AI company, Interpositive, which uses unedited film dailies to train an AI for editing and optimization.00:05:00 – The Mediocrity Threat: Rony Abovitz's take on the risk of AI creating a "very, very long tail of Okay" content, leading to a cultural sameness.00:07:00 – Counter-Culture: Exploring the growing emotional need for "something real" and a massive movement away from purely digital experiences.00:09:00 – The White-Collar Risk: The hosts argue that the white-collar data analyst is the worker "most easy to replace" by AI, contrasting with the high value of blue-collar workers.00:11:00 – The "Oh Wow" Moment: Charlie Fink describes his first experience with Teamily AI, noting the immediate power of real-time, multi-person and multi-agent prompting.00:13:00 – The Science Behind Teamily: Dr. Aiden He, PhD in Machine Learning, explains how Teamily is built upon his previous research in distributed learning and multi-agent systems.00:26:00 – Global Memory: Aiden details Teamily's unique "cross domain, long horizon memory," which allows the AI to combine human-human chat context with human-AI memory for a more natural interaction.The biggest takeaway is the conceptual shift from using AI as a solo productivity tool to using it as a collaborative team member. The path to the next phase of social networking hinges on building platforms where AI is not isolated but is a natural, evolving part of a human community.This episode of The AI XR Podcast is brought to you by Zappar, the folks behind Mattercraft, a leading visual development environment for building immersive 3D web experiences for mobile headsets and desktop. Start building smarter at mattercraft.io. Listen and subscribe to the AI XR Podcast wherever you get your podcasts! Watch the full thing on YouTube https://youtu.be/s78WZJSfGeo.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Iconic has finally turned a profit after 15 years as it shifts away from growth at any costs…and focuses on the margins. Mattress maker Koala is heading to the ASX in a $305 million IPO… but it’s a far cry from the valuation it once dreamed of. Robinhood, the US trading platform, has launched a fund to give retail investors access to private companies …but the market isn’t exactly rushing in. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

SVP of Business Development at Bullish and Chairman of Consensus, Michael Lau, joins David Sencil at Consensus Hong Kong to discuss why Hong Kong is becoming the world's most important city for the convergence of TradFi and crypto.Topics covered:• Why HK ranked #1 globally for IPOs in 2025 — and what that means for crypto• The developer talent gap: "Nobody stays here"• Live events in the age of AI: physical presence as the new scarcity• How HK compares to Singapore, Dubai & Korea as a crypto hub• The institutional adoption thesis for Hong KongRecorded at Consensus Hong Kong.00:00 Michael Lau's Journey into Finance and Technology03:00 The Role of Consensus in the Crypto Ecosystem06:12 Conferences as Catalysts for the Crypto Industry08:55 Hong Kong: A Rising Crypto Hub12:00 Comparing Asian Crypto Hubs14:58 Challenges and Opportunities for Hong Kong18:01 The Future of Crypto in Hong Kong

Stripe Solves AI Billing, Nvidia's $30B OpenAI Exit, GPT 5.4 Launches with Computer Use, and OpenAI's Safety ReckoningThis week on AI News in 5 by The AI Report, Liam Lawson breaks down four major stories reshaping the AI industry. From Stripe's new billing infrastructure for AI companies to Nvidia's $30 billion investment in OpenAI that may be its last, GPT 5.4 beating 83% of industry professionals, and OpenAI facing a safety crisis after failing to alert law enforcement about a dangerous user.These stories signal a shift in how AI companies monetize products, how the biggest AI labs will fund themselves through public markets, and what safety obligations come with deploying AI at scale. Whether you are building AI products, investing in the space, or deploying enterprise AI, this episode covers the developments you need to know.Key Topics CoveredStripe's new AI billing feature that passes through LLM token costs to customers with automatic markupHow Stripe's tool integrates with third-party gateways like Vercel and OpenRouterNvidia's $30 billion investment in OpenAI as part of the $110 billion funding roundWhy Jensen Huang says the private mega-deal era for AI labs is endingOpenAI's $730 billion valuation and the path to IPO alongside AnthropicGPT 5.4's native computer use capabilities and 1 million token context windowGPT 5.4 benchmark results showing 83% outperformance versus industry professionals33% reduction in factual errors and 47% token savings in tool-heavy workflowsOpenAI's safety crisis after flagging a dangerous user but never contacting law enforcementSam Altman's pledge to overhaul safety protocols including a direct contact line for Canadian policeEpisode Timestamps00:00 - Introduction to AI News in 501:08 - Stripe solves AI's biggest billing problem02:12 - How 30% automated markup works for agentic workflows02:40 - Why unpredictable token costs threaten AI margins03:17 - Stripe launches its own multi-model gateway03:49 - Nvidia's $30 billion OpenAI investment may be its last04:32 - OpenAI and Anthropic gear up for IPOs04:57 - Inside OpenAI's $110 billion funding round and $730 billion valuation05:57 - GPT 5.4 launches with native computer use06:54 - GPT 5.4 benchmarks crush 83% of industry professionals08:55 - OpenAI flagged a dangerous user but never called police09:46 - Sam Altman pledges safety protocol overhaul10:34 - When does a safety flag become a legal obligationResources MentionedStripe AI billing and cost pass-through featureVercel and OpenRouter third-party gateway integrationsNvidia Vera Rubin inference and training systemsOpenAI GPT 5.4 with native computer useChatGPT, Codex, and OpenAI APIChatGPT for Excel add-onMorgan Stanley conference (Jensen Huang keynote)Partner LinksBook Enterprise Training — https://www.upscaile.com/Subscribe to our free newsletter — https://www.theaireport.ai/subscribe-theaireport-youtube#AINews #GPT5 #OpenAI #Nvidia #Stripe #AIBilling #JensenHuang #SamAltman #EnterpriseAI #AISafety #AIAgents #ComputerUse #LLM #AIInfrastructure #TokenCosts

Summary In this episode of Chattinn Cyber, Marc Schein is chattin' with Mike Armistead, a seasoned cybersecurity expert with over 40 years of experience, including more than 20 years as a vendor in the cybersecurity space. The conversation opens with a discussion about the challenges security leaders face in 2026. Mike highlights the complexity of their role, comparing it to that of a CFO managing financial risk, but notes that cybersecurity leaders often lack the comprehensive management tools that CFOs have. He emphasizes the fragmented nature of cybersecurity tools and the difficulty in stitching together disparate signals to form a coherent security posture. Mike further explains that the human element is the critical glue in cybersecurity programs. The effectiveness of security teams depends heavily on the leadership and the ability of individuals to contextualize technical signals within the business environment. This need for situational awareness is driving interest in AI technologies, particularly on the defender side, to augment human capabilities and expand the scope and depth of security operations. The chat then shifts to the role of AI in cybersecurity products. Mike observes that while AI is increasingly integrated into detection tools, the industry has largely shifted focus away from prevention. He advocates for a strategic return to prevention, where AI can play a significant role in helping security leaders develop and implement risk mitigation strategies tailored to their organizations. Mike stresses the importance of a holistic approach that goes beyond real-time detection to include employee training, access control, and disaster recovery. Addressing the challenges faced by middle-market organizations, Mike points out that these companies are often expected to meet the same cybersecurity standards as large enterprises but with far fewer resources. He advises middle-market CISOs to prioritize protecting their most critical assets—their “crown jewels”—and to have candid conversations with leadership about realistic security goals. This pragmatic approach helps ensure that limited resources are focused on the highest risks rather than attempting to cover every possible threat. Finally, Mike shares information about a community he helped start called the Security Impact Circle, which focuses on cybersecurity leadership issues such as board engagement. This community facilitates workshops that bring together CSOs and board directors to bridge the communication gap and align security priorities with business needs. Mike encourages listeners to visit securityimpactcircle.org to learn more and get involved. Five Key Points Covered Cybersecurity leaders face complex challenges similar to CFOs but lack equivalent management tools. Human expertise is essential to contextualize technical security signals within the business environment. AI is increasingly used in detection but should also be leveraged to enhance prevention strategies. Middle-market organizations must prioritize protecting their most critical assets due to limited resources. The Security Impact Circle community helps improve communication and alignment between security leaders and boards. Five Key Quotes from the Conversation “Security leaders have a tough job… it's not unlike what a CFO has to think about, right? That risk happens to be financial, and the CISOs really happens to be in cyber.” “The security teams are really bound by how good not only their leader, but the deputies, the managers, the architects, those individual contributors that really help lead it.” “I think the opportunity is to swing it back to prevention… AI can really start to help on the prevention strategy side of cybersecurity.” “Middle-market leaders are expected to do everything that the largest enterprises do, but they don't have the resources to cover all the ground.” “We bring in a director from a public company's audit committee to run workshops… it's less about what a CSO thinks they should say and more about what the director thinks they need to hear.” About Our Guest Mike Armistead brings nearly 40 years of business experience marked by a proven track record of building companies, navigating strategic acquisitions, and leading growth at every stage. As co-founder and CEO of Respond Software, acquired by Mandiant for $200 million, and co-founder of Fortify Software, acquired by HP for $285 million, Mike has played pivotal roles in multiple successful startups, including serving as SVP on the turnaround team at WhoWhere (acquired by Lycos for $133 million) and contributing to Pure Software's IPO. His post-acquisition leadership includes key roles as VP of Products & UX at Mandiant, Director at Google Cloud, and VP & GM for Fortify and ArcSight business groups at HPE, where he drove significant expansion and over $400 million in revenue impact. Alongside these successes, Mike gained valuable insights from two brief ventures, including leading InLeague through post-9/11 financial challenges and emphasizing product-market fit in another startup. Beginning his career as a Product Manager at HP in the late 1980s, Mike's multifaceted experience spans diverse industries and company sizes. Today, he remains passionate about building high-performing teams and tackling complex, noble challenges. Follow Our Guest LinkedIn About Our Host National co-chair of the Cyber Center for Excellence, Marc Schein, CIC,CLCS is also a Risk Management Consultant at Marsh McLennan Agency. He assists clients by customizing comprehensive commercial insurance programs that minimize the burden of financial loss through cost effective transfer of risk. By conducting a Total Cost of Risk (TCoR) assessment, he can determine any gaps in coverage. As part of an effective risk management insurance team, Marc collaborates with senior risk consultants, certified insurance counselors, and expert underwriters to examine the adequacy of existing client programs and develop customized solutions to transfer risk, improve coverage and minimize premiums. Follow Our Host Website | LinkedIn  

The ultra-wealthy get access to private equity, private credit, and pre-IPO deals the rest of us don't. Now, suddenly, those same deals are being marketed to you. Coincidence? Maybe. Cause for suspicion? Absolutely. Joe, OG, and Doug settle in at the basement desk (yes, Joe's mom's basement — the most prestigious financial address in podcasting) to dig into a Wall Street Journal headline asking whether everyday investors should be chasing the same private deals as the 1%. OG breaks down why "exclusive access" and "higher returns" can also mean binary outcomes, illiquidity traps, and a failure rate that the ultra-wealthy can absorb — and you probably can't. Oh, and there's a Ty Lopez–led retail investment that allegedly became a Ponzi scheme. So that's fun. What's in today's episode: Why private equity and private credit are suddenly being pitched to regular investors — and what that timing might tell you The real difference between risk-free returns, stock market investing, and private bets (they are not the same thing, no matter what the brochure says) How "exclusive opportunity" can be a polite way of saying "binary outcome with limited exits" A real-world look at regulation risk using Airbnb as the example What liquidity actually means — and what happens when you need your money back and the market says "no" The Ty Lopez distressed retail saga and how it allegedly went full Ponzi Why private credit often means lending to borrowers who couldn't get money elsewhere The uncomfortable truth about who gets targeted by aggressive investment marketing (hint: it's people who feel behind) OG also walks through an SEC-inspired framework for evaluating any investment before you hand over a dollar: Build a financial roadmap before chasing complex deals Know your actual risk tolerance (not the aspirational version) Diversify — for real, not just in theory Handle your emergency fund and high-interest debt first Grab every employer match on the table Rebalance regularly How to spot the early signs of fraud before it costs you Also in the basement: Doug drops Mustang trivia (the 1964 Ford kind, not the horse kind). The TikTok Minute rides off into the sunset, replaced by a shiny new back-to-basics segment. There are community meetup updates — including Benjamins After Dark in Boston. And somehow, against all odds, Kool-Aid nostalgia becomes a conversation. Because sometimes the most dangerous investment isn't the one that looks risky. It's the one that sounds like something only smart, wealthy, connected people get access to. Pull up a chair. The basement is open. FULL SHOW NOTES: https://stackingbenjamins.com/how-to-avoid-the-wrong-investments-1813 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mark Roberge is a Co-Founder at Stage 2 Capital, the first venture fund supported by over 1,000 top sales and marketing executives. Stage 2 has invested in more than 100 startups, helping founders with proven revenue growth strategies and experienced go-to-market leaders to accelerate their growth. He has also been a member of the teaching faculty at Harvard Business School for over a decade, designing and leading courses on sales, marketing, and entrepreneurship, mentoring thousands of student entrepreneurs, and engaging deeply with the challenges of early-stage growth. Before these roles, Mark was the fourth employee and founding CRO at HubSpot, where he built and scaled the go-to-market organization from zero revenue to a successful IPO, pioneering a data-driven, buyer-centric sales model that has since influenced go-to-market teams worldwide. Mark holds an MBA from the MIT Sloan School of Management and an undergraduate engineering degree from Lehigh University. He is the author of the bestselling books The Sales Acceleration Formula and The Science of Scaling, which distill decades of experience into a practical, data-driven roadmap for founders, executives, and investors striving to achieve sustainable, scalable growth. Mark has been featured in popular publications such as the Wall Street Journal, Forbes Magazine, Inc. Magazine, Boston Globe, TechCrunch, and Harvard Business Review, delivered keynotes at major conferences including South by Southwest, SaaStr, Inbound, and the World Business Forum, and guest lectured at leading institutions such as MIT, Stanford, and Harvard. Connect with Mark Roberge:Website: http://scienceofscaling.io/ LinkedIn: https://www.linkedin.com/in/markroberge/ Twitter: https://x.com/markroberge Instagram: www.instagram.com/roberge_markYouTube: www.youtube.com/hashtag/markroberge TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152

Episode 418 of The VentureFizz Podcast features Jeff Glass, Co-Founder & CEO of Hometap. Jeff's track record is pretty amazing, yet he is incredibly humble. As both an entrepreneur and an investor, he has…in my opinion… earned a spot as one of the top builders in the Boston tech ecosystem. While success always requires the right market timing and a great team, you also need a leader who truly thrives in the full lifecycle journey of building a startup and that is exactly what Jeff has done throughout his career. Listen to this track record. Back in the Internet 1.0 era, he co-founded Transactive Solutions. This tech company included a web property called Zooba which scaled and had very forward looking technology. The company was acquired by a joint venture between Bertelsmann and AOL Time Warner. Then, in the early days of mobile, he led m-Qube through each company phase from figuring out product market fit to the hypergrowth years and eventually an acquisition by VeriSign. Beyond the exit, m-Qube is legendary for its "alumni network," having produced a generation of founders and executives who have gone on to build many successful companies in Boston and beyond. Jeff also spent years as a VC with Bain Capital Ventures, where he sat on the board of LinkedIn for three years leading up to their IPO. He later joined a portfolio company as the CEO of Skyhook Wireless which was acquired by Liberty Media. Today, Jeff is the CEO and Co-Founder of Hometap which has a very meaningful mission: making homeownership less stressful and more accessible. Hometap allows consumers to access the equity in their homes without taking on a loan or sell their home. Think of it like a startup, where an investor is taking equity as a percentage of ownership in a company for a future return. The same idea applies here for consumers and their home. It's just one of those ideas that makes a world of sense. Chapters: 00:00 Introduction 03:40 Building Extraordinary Teams 07:38 Jeff's Background & Early Career 15:15 Learning How to Sell 23:27 Early Career 28:30 Building Zooba to an Exit 39:49 m-Qube and the early days of mobile 44:33 Powering the Voting System in American Idol and Deal or No Deal 47:15 VeriSign's Acquisition of m-Qube 50:41 The amazing alumni of m-Qube 54:27 Joining Bain Capital Ventures 58:30 Joining Skyhook Wireless as CEO 01:01:15 The Early Beginnings of Hometap: A New Approach to Home Equity 01:06:28 Building Hometap: Raising Capital and Growing Initial Customer Base 01:12:43 The Scale of Hometap 01:16:08 How Hometap Works 01:20:17 What's Next for Hometap? 01:22:09 Jeff's Interests Outside of Work

What does it really take to evolve from first-time founder to public company CEO without losing conviction, culture, or clarity?In this episode of From Start-Up to Grown-Up, Alisa Cohn sits down with Matt Oppenheimer, Co-Founder and CEO of Remitly, the global financial services company serving customers in more than 170 countries.Matt shares the leadership evolution behind building Remitly from an early-stage startup into a publicly traded company. From spotting the broken experience of international money transfers while living in Kenya, to navigating executive transitions, IPO readiness, board dynamics, and imposter syndrome, Matt reflects on the real work of founder to CEO leadership growth.This conversation explores how conviction differs from stubbornness, why great founders fall in love with the problem rather than the solution, and how culture must evolve alongside strategy. If you are building, scaling, or leading a growth-stage company, this episode offers a practical and deeply human roadmap.You'll learn:Why founders must apply grit to the problem, not the solutionHow to balance curiosity with decisiveness as a leaderThe difference between startup execution and public company leadershipHow to design culture intentionally and evolve it over timeWhy executive transitions are about stage-fit, not loyaltyWhat IPO readiness really requires behind the scenesHow to manage imposter syndrome and board pressureWhy psychological safety with investors mattersHow “towering strengths” create leadership shadowsWhat it means to grow into the CEO your company needsWe talk about:00:00 The origin of Remitly and identifying a global problem03:00 Grit, flexibility, and falling in love with the problem06:00 Growth mindset, curiosity, and listening to feedback10:00 Global perspective and customer centricity14:00 Designing culture from day one18:00 Evolving values as strategy evolves23:00 Hiring executives for stage, not sentiment28:00 Managing leadership transitions thoughtfully33:00 Founder development plans and 360 reviews36:00 Moving from “doing” to leading at scale42:00 IPO preparation and avoiding IPO as the sole goal46:00 Becoming a public company CEO49:00 Imposter syndrome and board dynamics53:00 Advice for founders scaling their leadershipFollow Matt onLinkedIn: https://www.linkedin.com/in/mattoppenheimer/Website: https://www.remitly.com/Connect with Alisa! Follow Alisa Cohn on Instagram: @alisacohn Twitter: @alisacohn Facebook: facebook.com/alisa.cohn LinkedIn: https://www.linkedin.com/in/alisacohn/ Website: http://www.alisacohn.com Download her 5 scripts for delicate conversations (and 1 to make your life better) Grab a copy of From Start-Up to Grown-Up by Alisa Cohn from Amazon

AI Reporter Stephanie Palazzolo talks with TITV Host Akash Pasricha about Anthropic's lawsuit against the Pentagon over its supply chain risk designation and how OpenAI's new GPT 5.4 model is landing with developers. We also talk with Anita Ramaswamy about OpenAI's sky‑high IPO valuation, how it compares to Anthropic, Nvidia and Palantir, and why some public investors may sit out the offering. Then we speak with Anissa Gardizy about Oracle and OpenAI's Texas data center twist, Nvidia's $150 million move to take over the site, the upcoming Groq–Nvidia chip reveal at GTC, and Anthropic's aggressive bet on Google TPUs and Fluidstack.Articles discussed on this episode: https://www.theinformation.com/briefings/anthropic-sues-defense-department-designation-supply-chain-riskhttps://www.theinformation.com/newsletters/ai-agenda/ai-agenda-anthropic-strong-legal-case-trumps-dodhttps://www.theinformation.com/articles/openais-ipo-hopes-face-skeptical-investor-communityhttps://www.theinformation.com/newsletters/ai-infrastructure/real-reason-openai-walked-away-oracle-stargate-expansion-abileneSubscribe: 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-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Ce lundi 9 mars, François Sorel a reçu Damien Douani, responsable de l'innovation de l'école Narratiiv et fondateur de Topos, Bruno Guglielminetti, journaliste et animateur de "Mon Carnet de l'actualité numérique", et Jérôme Colombain, journaliste et créateur du podcast « Monde Numérique ». Ils sont revenus sur le rachat d'InterPositive par Netflix, le renouvellement du contrat entre l'Éducation nationale et Microsoft, ainsi que la préparation d'une double IPO par Pasqal, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

Rick Heitzmann of FirstMark joins the Newcomer Podcast to discuss the state of venture capital, the AI investment boom, and why the next wave of tech IPOs may be closer than many expect.Rick shares how investors are thinking about AI infrastructure, the role of data as the core advantage in the AI race, and why massive private capital has allowed companies to stay private far longer than in previous cycles. As AI companies continue raising unprecedented amounts of money, the conversation turns to what happens when that capital eventually runs out and why public markets may become the next step.Eric and Rick also discuss the broader venture cycle, the impact of market uncertainty on IPO timing, and how investors are navigating a period defined by rapid technological change and massive AI spending.This conversation explores how venture capital is adapting to the AI era and what it could mean for the future of startups, public markets, and the next generation of tech giants.

Daniel Mahncke and Shawn O'Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and chess. The vision is to create the world's largest learning platform.  Some people believe Duolingo will succeed and become a company worth hundreds of billions of dollars, dominating one of the largest and most profitable markets – education. However, the stock has fallen 80% from its highs, as the market views Duolingo as a potential target for AI disruption. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:05:51 - About the mission of the CEO and Founder, Luis von Ahn 00:08:29 - Why Duolingo was founded 00:10:34 - Why Duolingo works better than other apps 00:17:16 - About Duolingo's user numbers and growth 00:37:55 - Why the stock dropped 80% 00:40:55 - Whether AI is a threat or an opportunity 00:53:47 - What the bull and bear cases look like 01:18:11 - Whether Shawn and Daniel add Duolingo to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track ⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠. Shawn & Daniel use ⁠Fiscal.ai⁠ for every company they research — use their ⁠referral link⁠ to get started with a 15% discount! Duolingo Investor Relations. Explore our previous Intrinsic Value breakdowns: ⁠Uber⁠, ⁠Nike⁠, ⁠Reddit⁠, ⁠Nintendo⁠, ⁠Airbnb⁠, ⁠AutoZone⁠, ⁠Alphabet,⁠ ⁠Ulta,⁠ ⁠John Deere,⁠ ⁠Madison Square Garden Sports⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Most investors think they're rational.Most founders think they're disciplined.Most boards think they're strategic.They're usually wrong.In this episode, we unpack Fast Forward Thinking by Luis Pareras — a physician turned deep-tech venture capitalist who distilled decades of investing under scientific uncertainty into 40 brutally structured rules.This is not a summary.It's a decision upgrade for founders, operators, board members, and capital allocators navigating the high-stakes terrain from Series A to IPO and beyond — where bias compounds, capital misallocates, and timing determines survival.Across seven tightly structured lessons, we explore how elite investors actually think:Why consensus is often a red flagWhy opportunity abundance demands ruthless selectivityWhy the first meeting should never closeWhy innovation compounds through milestones — not miraclesWhy exit logic must exist from day oneWhy managing error asymmetry beats being “right”And why teams — not ideas — determine survival under pressureThis episode translates Pareras' venture logic into executive practice — with direct applications for capital allocation, hiring, governance, and strategic design.You'll walk away with frameworks, sharper filters, and board-level questions that immediately improve judgment.Key TakeawaysBias Is the Silent Capital Killer Consensus feels safe. It often destroys upside.Selectivity Is Survival Abundance demands disciplined rejection.Curiosity Beats Closure The first meeting earns the second.Innovation Is Staged Breakthroughs are milestone-based progressions.Exit Thinking Is Structural Capital is deployed against time horizons.Error Asymmetry Shapes Returns Managing Type I and Type II errors defines long-term performance.Teams Outperform Ideas Execution discipline and cognitive flexibility win under uncertainty.Timestamps(00:00) Introduction(04:17) The Big Idea(08:33) Who Is Luis Pareras(12:03) Takeaway 1: Cognitive Bias Is the Hidden Enemy of Good Decisions(18:55) Takeaway 2: Deal Flow Is Abundant — Selectivity Is the Real Skill(24:16) Takeaway 3: The First Meeting Is Not About Closing(29:04) Takeaway 4: Innovation Is a Process(35:20) Takeaway 5: Exit Awareness Shapes Investment Logic(39:59) Takeaway 6: Error Types Matter More Than Individual Outcomes(44:38) Takeaway 7: Teams and Judgment Matter More Than Ideas(49:15) Key Takeaways: The Fast Forward Operating System(54:25) Personal Reflection and EndWhy ListenUpgrade how you evaluate opportunities — before committing capital.Sharpen how you structure innovation — before chasing breakthroughs.Design decision systems that reduce catastrophic error.And build organizations that survive uncertainty.If this episode sharpens your thinking:Follow the show.Share it with someone who allocates capital.And bring these questions into your next board meeting.Because in venture, public markets, and corporate strategy alike —returns are rarely accidental.Send a textSupport the showJoin the Podcast Newsletter: Link

My guest today is Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs. Last year she was named one of the 100 Most Influential Women in US Finance by Barron's. In today's episode, Kristin discusses the explosive growth of the alternatives market over the past decade. She explains what has driven interest from individual investors, particularly millennials, and touches on recent volatility within software and private credit BDCs. Finally, she shares her expectations for the 2026 IPO market, the potential for renewed interest in hedge funds, and how AI is set to reshape sourcing, underwriting, and portfolio construction. (0:00) Starts (1:31) Introduction of Kristin Olson (3:16) Evolution of alternative investments (10:19) Secondary strategies (13:05) Private equity alpha and liquidity concerns (19:13) Private credit market concerns (22:29) Manager selection and due diligence (24:17) Non-traditional investments and hedge fund interest (27:17) Millennial interest in alternatives (31:40) Infrastructure and global opportunities ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Register for Alpha Architect's LIVE HIDE webinar on March 26th ⁠here⁠. Want to Learn More about Alpha Architect? Visit ⁠www.funds.alphaarchitect.com ⁠Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Guy Adami and Dan Nathan welcome Cameron Dawson, CIO of NewEdge, to discuss market psychology versus history, arguing that positioning, sentiment, and flows show continued retail buying and complacency even as institutions reduced equity exposure around “Liberation Day.” Dawson highlights warning signs including weak financials, discretionary lagging staples, and a “risk swap” from AI-disrupted software into high-valuation defensives and cyclicals. The group explores volatility selling, geopolitical risks that matter mainly through oil's impact on earnings, and how to monitor credit—especially high yield spreads—while noting private credit and BDCs have heavier software exposure than public high yield. They debate IPO demand for mega private AI firms, bond yields' lack of trend, the dollar's role in non-U.S. equities, China's partial decoupling, gold's parabolic technicals, and how jobs, growth, inflation, and future EPS estimates shape 2026–2027 market outcomes. Show Notes The Future Freaks Me Out or Everything is Alright? (NewEdge) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI hits $25 billion ARR, Anthropic hits $19 billion ARR 2) Are ARR numbers trustworthy? 3) OpenAI's insane revenue expectations 4) Did Apple actually play this perfectly? 5) We need a Tim Cook with claw hands Apple ad 6) AI lab IPOs are brewing, what will the S-1s look like? 7) Anthropic's still talking with the Pentagon 8) Dario's internal memo 9) Wait, was this actually marketing for Anthropic? 10) Or was it a real worry about AI-enabled surveillance? 11) McDonald's CEO's unwitting viral moment --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of the Rich Habits Podcast, we're joined by Ryan Naru from Joby Aviation. Major shoutout to Joby for joining us on this week's episode of the show to talk about their progress with the pilot program. ---

Markets, Middle East Escalation, and Global Risk: Subscriber Q&A on Investing, Relocation, and Ethics Doug and Matt answer subscriber questions, focusing first on an escalating conflict involving Iran and the Gulf that they view as extremely serious despite a muted market response; Doug says stock and bond markets are overpriced, warns of a potential crash, criticizes demands like "unconditional surrender," questions U.S. involvement (including insuring ships in the Strait of Hormuz), and expects global economic spillovers, noting Gulf vulnerabilities such as desalination, food supply chains, and remittances. They then discuss Paraguay's unusual culture and land-based investment opportunities, dividend investing (noting oil stocks), practicalities of living/investing in Uruguay and Argentina (including taxes and policy changes under Milei), resource investing diligence, when to sell gold/silver, IPO lockup/exit issues, storing metals abroad, and conclude with a discussion of ethical decision-making frameworks and concerns about political leadership's morality. 00:00 Market Reaction to Iran 01:06 Overpriced Markets Warning 02:50 Gulf Risks and Dubai 04:08 Unconditional Surrender Debate 05:12 Strait Insurance Plan 06:49 Who Benefits From War 08:27 Regional Spillover Effects 10:21 Supply Chains and Remittances 13:07 War as Market Catalyst 13:46 Paraguay Living and Culture 16:22 Paraguay Investing Basics 17:55 Dividend Stocks and Oil 18:26 Uruguay Plan B Logistics 20:45 Tungsten Fund Question 21:52 When to Sell Gold 23:00 Selling Shares After IPO 23:54 Iran Travel and Motives 24:12 Missed Iran Polo Trip 24:40 What the Iran War Is About 26:40 Buying a Farm in Argentina 29:01 Argentina Export Taxes Explained 29:45 Why Gold Stocks Fall Out of Favor 31:18 Is This the Last Gold Bull 33:28 Staying in the US Safely 35:27 Replacing Income After Selling 37:30 Next High Ground Novel Update 38:21 Getting Physical Gold in Uruguay 38:57 War Impact on Mining Stocks 40:41 Ethical Reasoning and Consequences 46:19 Politics Morality and Wrap Up

How do you rebuild confidence in one of the world's most scrutinized financial markets? In this episode of the Brand Intelligence Podcast, William Tyree speaks with Theresa and Alex from the Australian Securities Exchange (ASX) about the strategy behind their award-winning “Capital with Confidence” campaign. At a time when global IPO activity had slowed and market narratives had turned negative, the ASX marketing team set out to shift perception and remind audiences of the exchange's underlying strength as a listings destination.  They discuss how the campaign used powerful statistics, audience-specific messaging and data-driven insights to reach founders, bankers, lawyers and investors influencing IPO decisions. The team also shares how close collaboration between marketing and the listings sales team helped turn complex financial data into compelling creative, and why those insights became the backbone of the campaign. You'll also hear how the campaign performed, including a 270% increase in website traffic and strong adoption of campaign messaging by the sales team, who began using the creative in their own pitches.  

In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy speaks with Dr. Yosi Amram about the often-overlooked power of spiritual intelligence in leadership. They explore how cultivating inner virtues like purpose, trust, and compassion can transform leadership styles, prevent burnout, and enhance organizational performance. Dr. Amram, a Harvard-educated engineer and spiritual leadership expert, shares a framework that combines scientific research with practical strategies, such as gratitude and purpose clarification, to foster resilience and authentic fulfillment in high-stress environments. This episode is a must-listen for leaders and professionals seeking to elevate their impact and personal growth.   Key Topics   ·      Definition of spiritual intelligence and its difference from beliefs and traits ·      The relationship between emotional and spiritual intelligence ·      Research findings on the impact of spiritual intelligence on leadership and organizational success ·      Practical exercises to enhance spiritual intelligence ·      The importance of purpose, gratitude, and interconnectedness in leadership   Chapters   ·      00:00 Introduction to Spiritual Intelligence ·      02:05 Defining Spiritual Intelligence ·      06:33 Measuring Spiritual Intelligence ·      10:51 Spiritual Intelligence vs. Emotional Intelligence ·      14:38 The Impact of Low Spiritual Intelligence ·      17:05 Spiritual Intelligence and Burnout Prevention ·      19:46 Practical Exercises for Boosting Spiritual Intelligence ·      27:00 Final Thoughts on Spiritual Intelligence   More About Dr. Amram:   Yosi Amram Ph.D. is a licensed clinical psychologist, a CEO leadership coach, and a best-selling and award-winning author. Previously the founder and CEO of two companies he led through successful IPOs, Yosi has coached over 100 CEOs—many of whom have built companies with thousands of employees and revenues in the billions. In addition to working with individuals, Yosi works with couples interested in passionate, conscious relationships that serve their psycho-spiritual healing and growth and expand their hearts' capacity for love. With engineering degrees from MIT, an MBA from Harvard, and a Ph.D. in Psychology from Sofia University, he is a pioneering researcher in the field of spiritual intelligence whose research has received over 1000 citations. As an Amazon best-selling author of the Nautilus Book Award Gold Medal-winning Spiritually Intelligent Leadership: How to Inspire by Being Inspired, Yosi is committed to awakening greater spiritual intelligence in himself and the world.   Resources from this Episode:   Dr. Amram's website LinkedIn Instagram YouTube Free SI Assessment Psychology Today Blog Buy His Book on Amazon Dr. Amran's Nonprofit SI Leadership   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

March 5, 2026: Your daily rundown of health and wellness news, in under 5 minutes. Today's top stories: CrossFit CEO Don Faul steps down March 6 as company explores sale with Moelis & Company advising potential buyers Equinox opens luxury resort at Saudi Arabia's Red Sea coast with 128 rooms and 20,000-sq-ft fitness club, planning 30+ hotels over next decade Whoop plans to increase workforce by 75% adding 600+ roles ahead of potential IPO, with international markets now 60% of sales More from Fitt: Fitt Insider breaks down the convergence of fitness, wellness, and healthcare — and what it means for business, culture, and capital. Subscribe to our newsletter → insider.fitt.co/subscribe Work with our recruiting firm → https://talent.fitt.co/ Follow us on Instagram → https://www.instagram.com/fittinsider/ Follow us on LinkedIn → linkedin.com/company/fittinsider Reach out → insider@fitt.co

Feeling financially successful on paper but trapped in real life can change everything. In this episode, C-suite executive and board director, Leilani Latimer, shares how unintentionally becoming house poor while living in Italy as a young adult forced her to confront anxiety, control and independence. When she sold the house, those lessons ultimately set the foundation for her to achieve a healthier, more balanced relationship with money. Leilani is a global C-suite executive and NACD Certified Board Director who leads companies through critical inflection points. She drives growth, connects strategy to execution and builds operating models designed for scale and resilience. Her track record spans B2B, SaaS, Marketplace, AI/ML and Enterprise Technology companies across public, PE-backed and venture-backed organizations. She has held executive roles in sales, marketing, commercial operations, product and customer success, bringing a comprehensive understanding of how these functions integrate to drive performance. She is currently a strategic advisor to growth-stage technology companies, partnering with Founders, CEOs, VCs and PEs to shape business models, strengthen go-to-market execution and design the teams and structures required to scale. She has led early-stage companies in supply chain, retail and medtech through transformational growth, building commercial and marketing engines from startup through acquisition, delivering significant revenue growth and improved forecasting. Leilani’s deep technology expertise includes 25 years with Sabre Inc. (NASDAQ: SABR), a global leader in travel, hospitality and transportation technology. In leadership roles spanning sales, product, marketing, strategy and sustainability across North America and Europe, key achievements include repositioning the hospitality business for IPO, developing award-winning enterprise sustainability systems and products, restructuring global product investment plans and helping build the Southern European division from inception to 15% market share. Leilani currently serves as an Independent Board Director at Black Diamond Group (TSE: BDI), Sedex and Narratize, and as an Advisory Board Member at Fiutur and FoodMesh. Her board contributions span governance, strategic capital allocation, compensation and risk oversight. Her unique perspective on corporate risk and reputation is shaped by her expertise in sustainability, over 15 years of leadership in European markets and extensive experience across multiple industries. Based in San Francisco, she is a dual US and Italian citizen. Independence, Investing and Intentional Choice Leilani's story reminds us that financial independence is not a fixed destination but an evolution. From navigating cross-border careers and complex benefits systems to rethinking what fairness means in partnership, she shows how money can either create anxiety or expand possibility. Today, her focus on teaching her children to invest early, supporting female founders and building values-aligned portfolios reflects a deeper truth: wealth is a tool for choice. The freedom to decide where you live, what you support and how you show up in the world is the ultimate return on investment. If you are considering board service, navigating career transitions or thinking more intentionally about how and where you invest, an Aspiriant advisor can help you align your wealth with your values and design a strategy that supports both independence and impact. Follow Money Tales on Spotify, Apple Podcasts or YouTube Music for more real stories that inspire smarter, more intentional decisions with your money.

Bill Gurley is a Wall Street and Silicon Valley legend. He's the analyst who led the Amazon IPO and went on to become one of the most successful VCs of all time and an early investor in Uber, Zillow, and GrubHub. Today, he joins Nicole to answer the biggest questions on investors' minds right now. Bill doesn't mince words: yes, we're in an AI bubble— and he explains exactly why, from circular spending deals that smell like Enron to the speculative behavior that always follows a real wave of innovation. He breaks down why the IPO system is rigged against retail investors, what tokenization could do to fix it, and what a SpaceX IPO would actually mean for everyday investors. He also shares the one market sector he thinks is quietly becoming a buy, and the specific Chinese battery stock he personally owns. Then the conversation shifts to Bill's new book, Runnin' Down a Dream, and his surprisingly personal framework for building a career you actually love. He shares the question he asked himself twice that changed the entire course of his life, his research on career regret, and why chasing passion is a competitive advantage. Check out Nicole's financial literacy course The Money School  Find a Financial Advisor or Financial Coach from Nicole's company Private Wealth Collective Watch video clips from the pod on Money Rehab's Instagram and Nicole Lapin's Instagram Get Bill's book Runnin' Down a Dream  Here's what Nicole covers with Bill:  00:00 Are You Ready for Some Money Rehab?  01:12 SpaceX + xAI: What Elon's Deal Really Means  03:18 Why Retail Investors Keep Getting Shut Out of the Best Companies  05:55 The IPO System Is Rigged  08:36 Inside the Amazon IPO 10:40 Are We in an AI Bubble?  16:30 AI vs. the Dot-Com Bubble 21:15 Which AI Tools Bill Actually Uses  22:00 Bill's Take on AGI Hype  23:30 Where Bill Sees Opportunity Outside of Tech  27:30 The Chinese Battery Stock Bill Personally Owns  28:45 How to Evaluate Stock Options as an Employee  31:50 The Hidden Value of Joining a Fast-Growing Company  33:15 Buy Side vs. Sell Side Analysts  35:40 The Question That Changed Bill's Career Twice  38:00 Why Following Your Passion Is a Competitive Advantage  42:00 How Tito's Vodka Started with a Blank Sheet of Paper  45:20 Bill's Next Chapter: A Policy Institute  48:00 Nuclear Energy, Healthcare, and the Issues Bill Wants to Fix  51:06 Bill Gurley's Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions.

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: stock market selloffs, oil, IPOs, BCRED, mystery charts and more! This episode is s sponsored by Teucrium and ClearBridge Investments. Find out more at https://teucrium.com/agricultural-commodity-etfs International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out more at https://www.clearbridge.com/ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Market Mondays, we break down the biggest forces moving the market right now — from rising Iran tensions and oil spikes to whether this is the biggest short-term threat to the rally. What oil price becomes dangerous for stocks? How long could markets stay down if conflict escalates? And are you positioning for protection or aggression in this environment?We also dive deep into AI's impact on the economy. With Jack Dorsey cutting staff due to AI, could automation trigger a job shock big enough to shake the market? Why did NVIDIA drop after earnings despite strong results? And is OpenAI shaping up to be one of the most important IPOs of the next cycle? Plus, we debate Netflix's Warner Bros. decision and whether mega caps rallying right now makes sense.On the strategy side, we answer real investor questions: Should you pay off debt or invest a $300K inheritance? How should traders approach oil futures in times of geopolitical stress? What stocks could benefit from Iran tensions? And what's the one asset we're most confident in over the next 12 months? Special guest Adem Bunkeddeko joins us for a powerful conversation at the intersection of markets, policy, and global stability.Join the EYL community for deeper training and a more detailed approach:https://www.eyluniversity.comJoin the number one stock club in the world:https://www.ianinvest.comInvest Fest | August 7-9, 2026Grab early bird tickets now: https://www.investfest.com#MarketMondays #StockMarket #Investing #AI #OilPrices #Geopolitics #NVIDIA #OpenAI #Netflix #Trading #WealthBuildingSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

SpaceX is preparing for potentially the largest IPO ever. What should they do with their Bitcoin? Elon Musk's SpaceX is preparing for a confidential IPO filing as soon as March, targeting a record-breaking $1.75 trillion valuation. The S-1 filing will reveal 8,285 BTC on the balance sheet. With prices down, the rocket company is sitting on hundreds of millions in paper losses. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at nexo.com/coindesk. - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Ed Elson speaks with Nick Frosst, a co-founder of Cohere. They discuss why the company chose an enterprise-only strategy, how he sees the future of AI unfolding, and whether an IPO is on the horizon. Learn more about your ad choices. Visit podcastchoices.com/adchoices