Podcasts about jp morgan

Start Your Transformation Now⁠  How much thought have you really put into how powerful you are? Do you even see yourself that way or think of yourself that way? In reality, you are not all that powerful but you can command the power of the universe to work through you and you do that using your intention. And, when you do that, what I call synchronicities happen for you. In our 3D world, we see things happen that we intend or have been thinking about but we see or observe no 3D physical cause and we think “Wow, that's freaky, how did that happen?” St. Germain said many years ago, “When humans understand how the universe works they will cease to believe in miracles.” We work, like it or not, by universal laws. I'm not a proponent or a fan of the commercialized Law of Attraction, however, it's physics and a law of the universe which we humans have capitalized on so we (some) can make a buck. I often wish I could be like Tesla. He wanted to introduce free energy to the world and when he showed JP Morgan his creation and discoveries JP Morgan said, “Where do we put a meter on it?” Meaning, so that energy could be charged for. In the analogy I just gave you, I wish I could give or better help you realize the power of intention and what it can do in your life but until you agree to let go of your insistence in the dominance of a 3D reality, the power of intention will be hard for you to harness. In this episode, I share some of my personal stories about how I have used intention in my life and how you can too. It's pure power and you have this power! Listen, apply, and enjoy!  Transformational Takeaway  What do you intend to happen in your life? Mentioned Resources DR. QUANTUM – DOUBLE SLIT EXPERIMENT Let's Connect:  ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠YouTube⁠ | ⁠LinkedIn⁠  LIKED THE EPISODE?  If you're the kind of person who likes to help others, then share this with your friends and family. If you have found value, they will too. Please leave a review on ⁠Apple Podcasts⁠ so we can reach more people.  Listening on ⁠Spotify⁠? Please leave a comment below. We would love to hear from you!  With gratitude,  Jim 

John Pollock and Brandon Thurston wrap up AEW's All In Texas weekend, which aired against WWE's Great American Bash & Saturday Night's Main Event.Who were the winners and the losers of the weekend? How successful was All In Texas? How did WWE fare with its strategy of presenting three cards in Atlanta?Plus, A JP Morgan analysis on WWE's business, viewership for Katie Taylor vs. Amanda Serrano on Netflix, legal updates across various lawsuits, and ratings notes from the week. Music courtesy: “Panic Beat” by Ben TramerPOST WrestlingSubscribe: https://postwrestling.com/subscribePatreon: http://postwrestlingcafe.comForum: https://forum.postwrestling.comDiscord: https://discord.com/invite/Q795HhRMerch: https://store.postwrestling.comTwitter/Facebook/Instagram/YouTube: @POSTwrestlingBluesky: https://bsky.app/profile/postwrestling.comWrestlenomicsSubscribe: https://wrestlenomics.com/podcast/Patreon: https://patreon.com/wrestlenomicsSubstack: https://wrestlenomics.substack.com/Twitter/Facebook/Instagram/YouTube: @WrestlenomicsBluesky: https://bsky.app/profile/wrestlenomics.comOur Sponsors:* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we examine JPMorgan's play to charge for consumer data. Plus, Robbie sits down with Curinos' Ken Flaherty and Richard Martin to discuss key opportunities for lenders to attract, retain, and grow more profitable customer relationships, across both first mortgages and home equity products. And we close by looking at reaction to the June CPI report as well as the latest PPI figures.Thank you to Ocrolus. Ocrolus is transforming the mortgage industry with AI-powered data and analytics, featuring cutting-edge tools for automated indexing, income analysis, and discrepancy insights. Ocrolus is empowering underwriters to make timely, confident lending decisions. Whether you need to verify income across complex pay scenarios or review borrower documents with confidence, Ocrolus helps mortgage teams move at the speed of automation with the precision of human oversight. Learn more at ocrolus.com/mortgage.

Self proclaimed Democratic Socialist Zohran Mamdani meeting with New York City's leading CEOs who employ thousands at some of the world's biggest companies, such as JPMorgan and Pfizer. Business owners in New York are very concerned about Mamdani's anti-capitalist policies including increasing taxes on the rich to pay for housing rent freezes, free public transit and city run grocery stores. This a day after former Governor Andrew Cuomo says he will be staying in the race despite losing to Mamdani in the primary by a double digit margin. Fox's John Saucier speaks to Bryan Llenas, National Correspondent for FOX News Channel (FNC) based in New York, who says besides the concerns of business owners there are Jewish leaders also sounding the alarm over the candidate's use of the phrase 'globalize the intifada'. Click Here⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jamie Dimon, CEO of JP Morgan, had some very harsh words and a pointed warning. He said the world was at high risk from tariffs. And while the activities of "his" bank largely agree with the high degree of risk, it's the complete opposite from what Dimon said publicly. This is not the first time this has happened, either. When the risks are greatest, JPM's CEO says one thing while JPM itself does the opposite. Eurodollar University's Money & Macro Analysis*****If you are in any way interested in precious metals,  you need to see what today's video sponsor, Monetary Metals, is doing with them at the link below: http://www.monetary-metals.com/Snider/*****JP Morgan letter to shareholders April 2024https://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/ceo-letter-to-shareholders-2023.pdfJP Morgan second quarter 2024 press statementhttps://www.jpmorganchase.com/content/dam/jpmc/jpmorgan-chase-and-co/investor-relations/documents/quarterly-earnings/2024/2nd-quarter/36a0b862-cc80-4e28-bf1b-5cfa07dc9637.pdfBloomberg JPMorgan's Dimon Warns Markets Are Complacent on Tariffshttps://www.bloomberg.com/news/articles/2025-07-10/dimon-says-an-eu-us-tariff-framework-needs-to-get-doneBloomberg Dimon Says Prepare for 4% Yields, Potential Volatility Risehttps://www.bloomberg.com/news/articles/2018-05-08/dimon-says-prepare-for-4-yields-sees-potential-volatility-riseCNBC Jamie Dimon cautions the 10-year Treasury yield could hit 5%: ‘It's a higher probability than most people think'https://www.cnbc.com/2018/08/06/jp-morgans-jamie-dimon-cautions-10-year-treasury-note-rate-to-hit-5-percent.htmlBloomberg Weakest U.S. Bond Auction in Decade Validates Dimon's Warninghttps://www.bloomberg.com/news/articles/2019-05-08/low-yield-bad-seasonals-and-trade-trip-up-u-s-10-year-auctionhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

June consumer inflation coming in as expected: Carl Quintanilla and Sara Eisen broke down the key categories to watch, sectors most impacted by tariffs, and what it all means for stocks alongside the Fed. Famed investor Mario Gabelli joined the team with his take on it all – along with some specific stock picks… While Former Fed Governor Randy Kroszner argued today's print doesn't move the needle on rates. Plus: a deep-dive on the big banks, as JPMorgan, Citi, and Wells Fargo kick off earnings from the group this week (all beating estimates).  Also in focus: the President's headed to Pittsburgh today for Pennsylvania's first ever Energy and Innovation Summit… with billions of dollars in deals and commitments around AI and data centers expected to be (or already) announced. U.S. Energy Secretary Chris Wright joined the team live from the ground with his answers to America's growing power needs – along with recent OPEC developments, and more.

Jes Staley, during his tenure at JPMorgan Chase, repeatedly went to bat for Ghislaine Maxwell in ways that raised serious ethical and legal questions—especially given her known proximity to Jeffrey Epstein and the mounting allegations surrounding their network. Despite internal concerns and red flags about her role in Epstein's operation, Staley reportedly pushed to maintain the bank's relationship with her, describing her in internal communications as a valuable connection. He didn't just look the other way—he advocated for her behind the scenes, leveraging his position to keep her in JPMorgan's good graces even as the media and law enforcement began circling. This wasn't a neutral business decision—it was a choice to align the institution with someone credibly accused of aiding in the trafficking of minors.What makes Staley's defense of Maxwell particularly galling is the context: this wasn't done in ignorance or innocence. By the time he was propping her up, Epstein had already been convicted, and Maxwell's name was widely associated with disturbing accusations. Yet Staley maintained contact with both of them, including sending effusive messages and allegedly visiting Epstein's properties. His support for Maxwell underscores the broader problem: a banking culture more concerned with preserving elite networks than confronting criminal behavior. In protecting her, Staley wasn't just protecting a client—he was protecting a gateway to a world of influence, access, and secrets. And in doing so, he dragged JPMorgan into the moral quicksand that continues to stain its legacy.to contact me:bobbycapucci@protonmail.comSource:https://nypost.com/2022/01/26/jes-staley-reportedly-backed-jeffrey-epstein-at-jp-morgan/https://www.mirror.co.uk/news/uk-news/9-times-prince-andrew-ghislaine-26065153

S&P futures are pointing to a higher open today, up +0.3%. Asian equities tilted higher on Tuesday, while European markets are also edging higher in early trades. China's Q2 GDP grew +5.2% y/y, slightly exceeding expectations, while industrial production rose +6.8%, outperforming forecasts. However, retail sales disappointed at +4.8%, raising concerns about weak consumer demand. Market sentiment improved following reports that Nvidia received U.S. approval to resume exports of its H20 AI chips to China, boosting optimism in the tech sector. Attention is now shifting to upcoming Q2 earnings and U.S. CPI data. Major banks such as JPMorgan, Wells Fargo, and Citigroup are set to report their earnings today. Companies Mentioned: NVIDIA, Cavco Industries, Accenture

Jes Staley, during his tenure at JPMorgan Chase, repeatedly went to bat for Ghislaine Maxwell in ways that raised serious ethical and legal questions—especially given her known proximity to Jeffrey Epstein and the mounting allegations surrounding their network. Despite internal concerns and red flags about her role in Epstein's operation, Staley reportedly pushed to maintain the bank's relationship with her, describing her in internal communications as a valuable connection. He didn't just look the other way—he advocated for her behind the scenes, leveraging his position to keep her in JPMorgan's good graces even as the media and law enforcement began circling. This wasn't a neutral business decision—it was a choice to align the institution with someone credibly accused of aiding in the trafficking of minors.What makes Staley's defense of Maxwell particularly galling is the context: this wasn't done in ignorance or innocence. By the time he was propping her up, Epstein had already been convicted, and Maxwell's name was widely associated with disturbing accusations. Yet Staley maintained contact with both of them, including sending effusive messages and allegedly visiting Epstein's properties. His support for Maxwell underscores the broader problem: a banking culture more concerned with preserving elite networks than confronting criminal behavior. In protecting her, Staley wasn't just protecting a client—he was protecting a gateway to a world of influence, access, and secrets. And in doing so, he dragged JPMorgan into the moral quicksand that continues to stain its legacy.to contact me:bobbycapucci@protonmail.comSource:https://nypost.com/2022/01/26/jes-staley-reportedly-backed-jeffrey-epstein-at-jp-morgan/https://www.mirror.co.uk/news/uk-news/9-times-prince-andrew-ghislaine-26065153Become a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Mike Armstrong and Paul Lane discuss the CPI report that came in slightly higher than expected. Why is inflation data still not showing an impact from tariffs? Big banks report earnings with mixed results. How did JPMorgan escape the bad news but Wells Fargo didn't? Nvidia can sell AI chips to China again after CEO meets with Trump. America's biggest rare-earth producer makes a play to end China's dominance.

Self proclaimed Democratic Socialist Zohran Mamdani meeting with New York City's leading CEOs who employ thousands at some of the world's biggest companies, such as JPMorgan and Pfizer. Business owners in New York are very concerned about Mamdani's anti-capitalist policies including increasing taxes on the rich to pay for housing rent freezes, free public transit and city run grocery stores. This a day after former Governor Andrew Cuomo says he will be staying in the race despite losing to Mamdani in the primary by a double digit margin. Fox's John Saucier speaks to Bryan Llenas, National Correspondent for FOX News Channel (FNC) based in New York, who says besides the concerns of business owners there are Jewish leaders also sounding the alarm over the candidate's use of the phrase 'globalize the intifada'. Click Here⁠⁠⁠⁠ To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices

Send us a text00:00 – Aquihires in AI: A better form of M&A?13:02 – JPMorgan's Data Fees: Innovation Killer in Fintech?26:03 – Mega Funding Rounds: Revolut, SpaceX, Groq, Mistral, Harmonic, xAI(?)41:39 - Electricity as Commodity: Does anyone have a guy?Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs…X - @AaronGDillon…LinkedIn - www.linkedin.com/in/aarondillonnyc

EU draws up retaliatory tariffs for US goods in case a trade deal is not reached, including aircraft and booze, according to WSJ.European bourses are modestly firmer, US futures also gain with clear outperformance in the NQ boosted by NVIDIA.NVIDIA (+5% pre-market) to resume H20 sales to China and announces new, fully compliant GPU for China.USD a little lower into US CPI, Antipodeans top the G10 pile given the risk sentiment.USTs flat into CPI & Bowman, Bunds lead, OATs await Bayrou & Gilts await Bailey/Reeves.Crude lower but off worst levels on reports that Trump asked if Ukraine are able to hit Moscow with US weapons.Looking ahead, US & Canadian CPI, OPEC MOMR, Bundesbank Monthly Report, Speakers including Fed's Bowman, Barr, Barkin & Collins, BoE's Bailey & UK Chancellor Reeves. Earnings from JPMorgan, Blackrock, Wells Fargo, Citi.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were ultimately mixed with the region indecisive in the aftermath of the latest Chinese GDP and activity data.European equity futures indicate a marginally higher cash market open with Euro Stoxx 50 future up 0.3% after the cash market closed with losses of 0.2% on Monday.DXY has given back some of yesterday's gains, EUR/USD remains on a 1.16 handle, other majors are contained.EU draws up retaliatory tariffs for US goods in case a trade deal is not reached, including aircraft and booze, according to WSJ.Crude futures remained subdued after US President Trump announced 100% tariffs on Russia and secondary sanctions on other countries that buy oil from Russia if a Ukraine deal is not struck within 50 days.The ECB is to discuss a more negative scenario next week than previously envisaged in June after Trump's latest tariff threat, according to Reuters.Looking ahead, highlights include EZ Industrial Production, German ZEW, US & Canadian CPI, OPEC MOMR, Bundesbank Monthly Report, Fed's Bowman, Barr, Barkin & Collins, BoE's Bailey & UK Chancellor Reeves, Supply from Germany, Earnings from JPMorgan, Blackrock, Wells Fargo, Citi and Ericsson.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

We moeten het hebben over Prometheus en Hyperion. Dan denk je misschien aan personages uit Transformers, maar het zijn toch écht de nieuwe projecten van Meta. Het moederbedrijf van Facebook wil namelijk gigantische datacenters met die namen bouwen. Datacenters waar Meta volgens eigen zeggen honderden miljarden dollars aan wil uitgeven. Mark Zuckerberg heeft een missie en dat is dat zijn Meta de AI-kampioen wordt. Hij wil de achterstand op bedrijven als Microsoft ombuigen in een voorsprong. Deze aflevering kijken we of dat niet ten koste gaat van de financiën van het bedrijf. Betalen beleggers niet zijn nieuwe fiasco?Hebben we het ook over Nvidia. Het is topman Jensen Huang gelukt: hij heeft exportrestricties weggewerkt. Van de Trump-regering mag hij bepaalde chips nu tóch naar China exporteren. Leuk voor hem, maar het lijkt erop dat Trump hiermee de Chinezen machtiger maakt. Machtig mooi zijn ook de kwartaalcijfers van drie grote Amerikaanse banken. JP Morgan, Citigroup en Wells Fargo komen met goede cijfers, al zitten er wel wat schoonheidsfoutjes in. Ook moeten beleggers een flinke waarschuwing verwerken van JP Morgan-baas Jamie Dimon. Die waarschuwt voor een waslijst aan slecht nieuws. Ook in deze uitzending: Robinhood is klaar voor de S&P500, maar de S&P500 negeert het bedrijf Aandeel TomTom beleeft extreem volatiele beursdag Allereerste Tesla-showroom geopend in India G20 is steeds meer de G19: Amerika komt steeds niet opdagen See omnystudio.com/listener for privacy information.

BOOTCAMP: Estructuras de Mercado - Rangos, Breakouts y Volatilidad: domina la dinámica real del precio. Mas info sobre el curso Aquí!

Elena Domecq, subdirectora de Estrategia de JP Morgan AM, analiza por qué los mercados se mantienen sólidos pese a las tensiones comerciales.

Hoy miramos con lupa a Citigroup, JP Morgan, Wells Fargo, Blackrock, Tesla, Tapestry y Lockheed Martin, con Ricardo Tomás, de Inversis Gestión SGIIC.

For episode 544 of the BlockHash Podcast, host Brandon Zemp is joined by Harry Donnelly, CEO and Co-Founder of Circuit at Permissionless 4. Circuit is a breakthrough startup developing cutting-edge technology that makes digital asset recovery secure and reliable. Under his leadership, Circuit has pioneered patented transaction-layer recovery technology that preserves institutional access for digital assets even amid cyberattacks, custodian failures, or internal compromises. Drawing on his expertise in DeFi, security architecture, risk mitigation, and crypto insurance, Harry is addressing a fundamental vulnerability in Web3 — the fragility of private key–based recovery — by enabling leading exchanges, lenders, and stablecoin issuers to improve operational resilience in institutional digital asset custody.Harry previously worked as a trader at JP Morgan and holds a Master's degree in financial engineering from MIT. ⏳ Timestamps: 0:00 | Introduction0:37 | Who is Harry Donnelly?2:30 | Origins of Circuit3:40 | Circuit Clients5:58 | Circuit Use-cases9:26 | Future of Security & Recoverability12:17 | Circuit at Permissionless12:56 | How to get in contact with Circuit?13:30 | RAPID FIRE SESSION

As the U.S. Federal Reserve prepares for a pivotal upgrade to its payment system, industry insiders are turning their attention to Ripple's native XRP token. The transition to ISO 20022 for Fedwire, going live today, is being called the biggest payments event in decades, and analysts believe XRP is perfectly positioned to benefit.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Steven McClurg, CEO of Canary Capital Canary Capital website ➜ https://bit.ly/CanaryETF00:00 intro00:13 Sponsor: Tangem00:41 ISO20022 Launch Today!01:00 ISO Coins Skyrocket01:20 XRP & Ethereum Integration01:55 Caitlyn Long: Trillions Incoming!!02:55 Crypto Week Coincidence?04:28 JP Morgan PANICS and adds fees!05:50 Robinhood vs JP Morgan07:19 JP Morgan Point-of-Sale07:59 Will Ripple create hardware?08:50 Canary XRP ETF10:09 Institutions Understand Ripple11:10 Gold Bugs11:30 Ripple Fed Master Account Potential12:34 XRP ETF vs Marketcap13:10 Crypto Week Fedwire Announcement?14:21 Altcoin Season?16:40 XRP Treasury Stocks vs ETFs18:30 Staked ETFs Coming19:40 Institutional Boomer Education22:05 International Blindspot: Korea & XRP24:32 Pivotal Week24:55 outro#XRP #Crypto #xrpnews ~XRP FedWire Launch PANICS JP Morgan!!

In this insightful episode of "Dollars & Sense," we dive into three financial topics that resonate with many of us. First, we explore the journey of setting up a business, breaking down the common pitfalls, hidden costs, and strategic choices that can make or break your entrepreneurial success. Whether you're launching your first startup or considering a side hustle, these tips will save you time, money, and frustration.

Originally developed to treat diabetes, GLP-1 agonists have been found to suppress appetite and reduce calorie intake, fueling their growing popularity as obesity drugs. According to JP Morgan, the total number of GLP-1 users in the US may reach 30m by 2030, or around 9% of the population. But what is the opportunity for the consumer health industry? According to Kerry Group's scientific director Mathieu Millette, there are two main areas that companies could target. Firstly, there are the pre-and post-GLP phases, when consumers may want natural GLP-1 alternatives to help them lose weight or maintain the weight loss achieved on the drug. And secondly, during use, consumer health products can help address some of the unwanted side-effects of GLP-1s, for example gastrointestinal issues. Of course, as Millette tells HBW insight in this episode of the Over the Counter podcast, marketers also need to be mindful of the regulatory environment around health claims, especially in the EU. Timestamps 2:20 – Introductions 3:30 – What are GLP-1 agonists? 8:50 – What's the opportunity for consumer health companies? 16:00 – Is this a European trend as well? 17:40 – Health claims: the regulatory environment 25:00 – Natural GLP-1 alternatives Guest Bio Mathieu Millette is scientific director for Bio-K Plus International and RDA director for digestive health within Kerry Group's proactive health division. Millette leads a team of talented scientists dedicated to elucidating the mechanisms of action of probiotics and to understanding the interactions between beneficial microorganisms, the gut microbiome, and the gastrointestinal tract. Millette is also associate professor at INRS-IAF, a member of the Association of Microbiologists of Quebec and is highly involved with the International Probiotic Association.

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Trump verhängt 30% Zoll für EU & Mexiko. Bitcoin feiert trotzdem Rekordhoch. Kratos, Red Cat + AeroVironment fliegen durch die Decke. Glencore macht Kupfer-Trade des Jahres, KI-Entwickler bleiben reich, BASF leidet und JPMorgan will Geld von PayPal, Affirm & Block. Vergesst KI, Quantencomputer oder Robotaxis. Dosenbier ist der heiße Scheiß. Ardagh (WKN: A3CV86) verdient mit. JPMorgan (WKN: 850628) ist nicht nur die wertvollste Bank der Welt. Sondern vielleicht auch einer der größten KI-Profiteure. Diesen Podcast vom 14.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Singapore’s Q2 growth surprises—so why is momentum fading? Michelle Martin unpacks OCBC’s leadership shift, NTT DC REIT’s hot listing, and FedEx’s robot deliveries. Kraft Heinz considers a mega spinoff, Grab takes a downgrade, and Creative warns of losses. Plus, how Trump’s tariff shockwaves may reshape global trade deals with Europe and Mexico. The STI flirts with the 4,100 mark—how are SingTel and Yangzijiang faring? Hosted by Michelle Martin Companies Mentioned include:OCBC, DBS, UOB, Great Eastern, NTT, BlackRock, Fidelity, FedEx, Mapletree Industrial Trust, JPMorgan, Citigroup, Bank of America, Goldman Sachs.See omnystudio.com/listener for privacy information.

Sipa Resources (ASX: SRI) has started drilling at its new South Australian gold projects. The projects already host known mineralisation and are located close to other well established big deposits. The company is poised for strong news flow as it moves the rigs from one area to the next. Managing Director Andrew Muir, is a highly regarded mining executive with approximately 30 years' experience in the mining and finance industries, originally graduating as a geologist in 1993. Andrew has a strong background in gold exploration and geology, coupled with deep project evaluation and corporate experience. Previously, he held the role of Managing Director at NTM Gold Ltd (ASX: NTM) where he was responsible for significant exploration success prior to the takeover of NTM by Dacian Gold Limited, and most recently at Caprice Resources Limited. Mr Muir is an experienced geologist with time spent across both exploration and mining operations. He was instrumental in the discovery of the multi-million-ounce Wallaby deposit while at the Granny Smith operations, and has previously worked with Great Central Gold Mines, Placer Dome and Goldfields Limited. Along with his successful career in mining and exploration, Mr Muir also has extensive experience in equity capital markets including at Argonaut, where he was an Associate Director with Argonaut's Corporate team. He was also a resource analyst for JP Morgan, Hartleys and PCF Capital. As an analyst at Hartleys, Mr Muir won the 2009 Starmine/AFR Stockpicker of the year award. ---- Produced by Resource Media ---- The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions.    ---- RESOURCES LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/   INSIGHTS FROM THE EPISODE Drilling Begins at Sipa's High-Potential South Australian Gold Projects Sipa Resources has kicked off drilling at Nuckulla Hill, targeting historic gold prospects with significant past intercepts and no exploration in nearly 30 years. Strategic Location Near Tunkillia and Challenger Gold Deposits The projects sit on the same shear zone as Barton Gold's 1.5Moz Tunkillia deposit, offering strong geological continuity and exploration upside. Crown Project Near Kalgoorlie Offers Quick Path to Monetisation Located just 40km from the Lakewood Mill, the Crown Project in WA allows for potential toll treatment or gold sales without needing a major standalone discovery. Experienced Leadership Team Aligned with Shareholders With a board including Stephen Biggins (Core Lithium founder) and MD Andrew Muir, Sipa blends geology, corporate finance, and commercial strategy. Low-Cap Gold Explorer with High Leverage to Discovery With a sub-$10 million market cap and active drilling underway, Sipa offers significant leverage to exploration success in Tier-1 jurisdictions.  

The ASX 200 ended down 10 points at 8570 as the move out of banks to resources continued. Banks eased slightly with the Big Bank Basket down to $282.02 (-0.4%). ANZ the worst of the four with MQG up 0.2% and AMP rising 1.4%. BNPL XYZ and ZIP fell 2.8% on JP Morgan moves on charges, REITs firmed ever so slightly, GMG up 0.3% and industrials eased, CPU down 3.0% with QAN off 0.9%, SGH down 0.8% and ORG falling 0.9%. Retailer flat and tech slipping, XRO continuing to fall, WTC down 1.3%. Resources saw buyers again, BHP up 0.9% as iron ore closed on US$100 in Singapore. Lithium stocks rallied from a lacklustre open as shorts covered again. PLS up 6.5% and LTR rising 3.1%. MIN up 1.5% with feet in both camps. Gold miners too back in demand, NST rallied 1.7% with NEM up 1.7% and EVN rising 1.9%. Oil and gas firmed, and uranium powered ahead as shorts covered. BOE up 2.0% and PDN up 2.9%. In corporate news, ASK on the end of a 165c bid. CCX fell 1.2% on a trading update, issues in US hurting. DRO jumped 17.0% on increased R&D spending, HSN rallied 10.9% on business update. Nothing on the economic front locally but Chinese exports showed promise.Asian markets firm but not spectacular. HK up 0.4%.10-year yields up to 4.36%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Derek Moore and Shane Skinner examine some market myths. Does a weak dollar mean problems for the stock market? Looking at tax rates and the effect on government spending vs revenue. Plus, some international market ETFs are up huge so can they continue? Later, looking at the national debt and when it might matter. All that and more market musings.    Best performing international markets Is the US Dollar weakness really that bad compared to other periods Government revenue as a percentage of GDP Government expenditure as a percentage of GDP Do higher tax rates really make a difference when it comes to revenues and debt? Looking at options market pricing of JP Morgan options ahead of earnings Implied volatility of options prior to earnings estimated expected one standard deviation moves How a weak dollar can raise earnings from multinational companies Comparing the change in the US Dollar to the change in the S&P 500 Index Are the US Dollar and the S&P 500 Index correlated?   Mentioned in this Episode   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com         

Eric Topol (00:06):Hello, this is Eric Topol from Ground Truths, and I'm delighted to welcome Owen Tripp, who is a CEO of Included Health. And Owen, I'd like to start off if you would, with the story from 2016, because really what I'm interested in is patients and how to get the right doctor. So can you tell us about when you lost your hearing in your right ear back, what, nine years ago or so?Owen Tripp (00:38):Yeah, it's amazing to say nine years, Eric, but obviously as your listeners will soon understand a pretty vivid memory in my past. So I had been working as I do and noticed a loss of hearing in my right ear. I had never experienced any hearing loss before, and I went twice actually to a sort of national primary care chain that now owned by Amazon actually. And they described it as eustachian tube dysfunction, which is a pretty benign common thing that basically meant that my tubes were blocked and that I needed to have some drainage. They recommended Sudafed to no effect. And it was only a couple weeks later where I was walking some of the senior medical team at my company down to the San Francisco Giants game. And I was describing this experience of hearing loss and I said I was also losing a little bit of sensation in the right side of my face. And they said, that is not eustachian tube dysfunction. And well, I can let the story unfold from there. But basically my colleagues helped me quickly put together a plan to get this properly diagnosed and treated. The underlying condition is called vestibular schwannoma, even more commonly known as an acoustic neuroma. So a pretty rare benign brain tumor that exists on the vestibular nerve, and it would've cost my life had it not been treated.Eric Topol (02:28):So from what I gather, you saw an ENT physician, but that ENT physician was not really well versed in this condition, which is I guess a bit surprising. And then eventually you got to the right ENT physician in San Francisco. Is that right?Owen Tripp (02:49):Well, the first doctor was probably an internal medicine doctor, and I think it's fair to say that he had probably not seen many, if any cases. By the time I reached an ENT, they were interested in working me up for what's known as sudden sensorineural hearing loss (SSHL), which is basically a fancy term for you lose hearing for a variety of possible pathologies and reasons, but you go through a process of differential diagnosis to understand what's actually going on. By the time that I reached that ENT, the audio tests had showed that I had significant hearing loss in my right ear. And what an MRI would confirm was this mass that I just described to you, which was quite large. It was already about a centimeter large and growing into the inner ear canal.Eric Topol (03:49):Yeah, so I read that your Stanford brain scan suggested it was about size of a plum and that you then got the call that you had this mass in your brainstem tumor. So obviously that's a delicate operation to undergo. So the first thing was getting a diagnosis and then the next thing was getting the right surgeon to work on your brain to resect this. So how did you figure out who was the right person? Because there's only a few thousand of these operations done every year, as I understand.Owen Tripp (04:27):That's exactly right. Yeah, very few. And without putting your listeners to sleep too early in our discussion, what I'll say is that there are a lot of ways that you can actually do this. There are very few cases, any approach really requires either shrinking or removing that tumor entirely. My size of tumor meant it was really only going to be a surgical approach, and there I had to decide amongst multiple potential approaches. And this is what's interesting, Eric, you started saying you wanted to talk about the patient experience. You have to understand that I'm somebody, while not a doctor, I lead a very large healthcare company. We provide millions of visits and services per year on very complex medical diagnoses down to more standard day-to-day fare. And so, being in the world of medical complexity was not daunting on the basics, but then I'm the patient and now I have to make a surgical treatment decision amongst many possible choices, and I was able to get multiple opinions.Owen Tripp (05:42):I got an opinion from the House clinic, which is closer to you in LA. This is really the place where they invented the surgical approach to treating these things. I also got an approach shared with me from the Mayo Clinic and one from UCSF and one from Stanford, and ultimately, I picked the Stanford team. And these are fascinating and delicate structures as you know that you're dealing with in the brain, but the surgery is a long surgery performed by multiple surgeons. It's such an exhausting surgery that as you're sort of peeling away that tumor that you need relief. And so, after a 13 hour surgery, multiple nights in the hospital and some significant training to learn how to walk and move and not lose my balance, I am as you see me today, but it was possible under one of the surgical approaches that I would've lost the use of the right side of my face, which obviously was not an option given what I given what I do.Eric Topol (06:51):Yeah, well, I know there had to be a tough rehab and so glad that you recovered well, and I guess you still don't have hearing in that one ear, right?Owen Tripp:That's right.Eric Topol:But otherwise, you're walking well, and you've completely recovered from what could have been a very disastrous type of, not just the tumor itself, but also the way it would be operated on. 13 hours is a long time to be in the operating room as a patient.Owen Tripp (07:22):You've got a whole team in there. You've got people testing nerve function, you've got people obviously managing the anesthesiology, which is sufficiently complex given what's involved. You've got a specialized ENT called a neurotologist. You've got the neurosurgeon who creates access. So it's quite a team that does these things.Eric Topol (07:40):Yeah, wow. Now, the reason I wanted to delve into this from your past is because I get a call or email or whatever contact every week at least one, is can you help me find the right doctor for such and such? And this has been going on throughout my career. I mean, when I was back in 20 years ago at Cleveland Clinic, the people on the board, I said, well, I wrote about it in one of my books. Why did you become a trustee on the board? And he said, so I could get access to the right doctor. And so, this is amazing. We live in an information era supposedly where people can get information about this being the most precious part, which is they want to get the right diagnosis, they want to get the right treatment or prevention, whatever, and they can't get it. And I'm finding this just extraordinary given that we can do deep research through several different AI models and get reports generated on whatever you want, but you can't get the right doctor. So now let's go over to what you're working on. This company Included Health. When did you start that?Owen Tripp (08:59):Well, I started the company that was known as Grand Rounds in 2011. And Grand Rounds still to this day, we've rebranded as Included Health had a very simple but powerful idea, one you just obliquely referred to, which is if we get people to higher quality medicine by helping them find the right level and quality of care, that two good things would happen. One, the sort of obvious one, patients would get better, they'd move on with their lives, they'd return to health. But two and critically that we would actually help the system overall with the cost burden of unnecessary, inappropriate and low quality care because the coda to the example you gave of people calling you looking for a physician referral, and you and I both know this, my guess is you've probably had to clean plenty of it up in your career is if you go to the wrong doctor, you don't get out of the problem. The problem just persists. And that patient is likely to bounce around like a ping pong ball until they find what they actually need. And that costs the payers of healthcare in this country a lot of money. So I started the company in 2011 to try to solve that problem.Eric Topol (10:14):Yeah, one example, a patient of mine who I've looked after for some 35 years contacted me and said, a very close friend of mine lives in the Palm Springs region and he has this horrible skin condition and he's tortured and he's been to six centers, UCSF, Stanford, Oregon Health Science, Eisenhower, UCLA, and he had a full workup and he can't sleep because he's itching all the time. His whole skin is exfoliating and cellulitis and he had biopsies everywhere. He's put on all kinds of drugs, monoclonal antibodies. And I said to this patient of mine I said, I don't know, this is way out of my area. I checked at Scripps and turns out there was this kind of the Columbo of dermatology, he can solve any mystery. And the patient went to see him, and he was diagnosed within about a minute that he had scabies, and he was treated and completely recovered after having thousands and thousands of dollars of all these workups at these leading medical centers that you would expect could make a diagnosis of scabies.Owen Tripp (11:38):That's a pretty common diagnosis.Eric Topol (11:40):Yeah. I mean you might expect it more in somebody who was homeless perhaps, but that doesn't mean it can't happen in anyone. And within the first few minutes he did a scrape and showed the patient under the microscope and made a definitive diagnosis and the patient to this day is still trying to pay all his bills for all these biopsies and drugs and whatnot, and very upset that he went through all this for over a year and he thought he wanted to die, it was so bad. Now, I had never heard of Included Health and you have now links with a third of the Fortune 100 companies. So what do you do with these companies?Owen Tripp (12:22):Yeah, it's pretty cool. These companies, so very large organizations like Walmart and JPMorgan Chase and the rest of the big pioneers of American industry and business put us in as a benefit to help their employees have the same experience that I described to provide almost Eric Topol like guidance service to help people find access to high quality care, which might be referring them into the community or to an academic medical center, but often is also us providing care delivery ourselves through on-demand primary care, urgent care, behavioral health. And now just last year we introduced a couple of our first specialty lines. And the idea, Eric, is that these companies buy this because they know their employees will love it and they do. It is often one of, if not the most highly rated benefits available. But also because in getting their employees better care faster, the employees come back to work, they feel more connected to the company, they're able to do better and safer and higher quality work. And they get more mileage out of their health benefits. And you have to remember that the costs of health benefits in this country are inflating even in this time of hyperinflation. They're inflating faster than anything else, and this is one of most companies, number one pain points for how they are going to control their overall budget. So this is a solution that both give them visibility to controlling cost and can deliver them an excellent patient experience that is not an offer that they've been able to get from the traditional managed care operators.Eric Topol (14:11):So I guess there's a kind of multidimensional approach that you're describing. For one, you can help find a doctor that's the right doctor for the right patient. And you're also actually providing medical services too, right?Owen Tripp (14:27):That's right.Eric Topol (14:30):Are these physicians who are employed by Included Health?Owen Tripp (14:34):They are, and we feel very strongly about that. We think that in our model, we want to train people, hire people in a specific way, prepare them for the kind of work that we do. And there's a lot we could spend time talking about there, but one of the key features of that is teamwork. We want people to work in a collaborative model where they understand that while they may be expert in one specific thing that is connected to a service line, they're working in a much broader team in support of the member, in support of that patient. And we talk about the patients being very first here, and you and I had a laugh on this in the past, so many hospitals will say we're patient first. So many managed care companies will say they're patient first, but it is actually hard the way that the system is designed to truly be patient first. At Included Health, we measure whether patients will come back to us, whether they tell their friends about us, whether they have high quality member satisfaction and are they living more healthy days. So everybody gets surveyed for patient reported outcomes, which is highly unusual as you know, to have both the clinical outcomes and the patient reported outcomes as well.Eric Topol (15:41):Is that all through virtual visits or are there physical visits as well?Owen Tripp (15:47):Today that is all through virtual visits. So we provide 24/7/365 access to urgent care, primary care, behavioral health, the start of the specialty clinic, which we launched last year. And then we provide support for patients who have questions about how these things are going to be billed, what other benefits they have access to. And where appropriate, we send them out to care. So obviously we can't provide all the exams virtually. We can't provide everything that a comprehensive physical would today, but as you and I know that is also changing rapidly. And so, we can do things to put sensors and other observational devices in people's homes to collect that data positively.Eric Topol (16:32):Now, how is that different than Teladoc and all these other telehealth based companies? I mean because trying to understand on the one hand you have a service that you can provide that can be extremely helpful and seems to be relatively unique. Whereas the other seems to be shared with other companies that started in this telehealth space.Owen Tripp (16:57):I think the easiest way to think about the difference here is how a traditional telemedicine company is paid and how we're paid because I think it'll give you some clue as to why we've designed it the way we've designed it. So the traditional telehealth model is you put a quarter in the jukebox, you listen to a song when the song's over, you got to get out and move on with the rest of your life. And quite literally what I mean is that you're going to see one doctor, one time, you will never see that same doctor again. You are not going to have a connected experience across your visits. I mean, you might have an underlying chart, but there's not going to be a continuity of care and follow up there as you would in an integrated setting. Now by comparison, and that's all derived from the fact that those telehealth companies are paid by the drink, they're paid by the visit.Owen Tripp (17:49):In our model, we are committing to a set of experience goals and a set of outcomes to the companies that you refer to that pay our bill. And so, the visits that our members enjoy are all connected. So if you have a primary care visit, that is connected to your behavioral health visit, which is great and is as it should be. If you have a primary care appointment where you identify the need for follow-up cardiology for example. That patient can be followed through that cardiology visit that we circle back, that we make sure that the patient is educated, that he or she has all their questions answered. That's because we know that if the patient actually isn't confident in what they heard and they don't follow through on the plan, then it's all for naught. It's not going to work. And it's a simple sort of observation, but it's how we get paid and why we think it's a really important way to think about medicine.Eric Topol (18:44):So these companies, and they're pretty big companies like Google and AT&T and as you said, JPMorgan and the list goes on and on. Any one of the employees can get this. Is that how it works?Owen Tripp (18:56):That's right, that's right. And even better, most of what I've described to you today is at a low or zero cost to them. So this is a very affordable, easy way to access care. Thinking about one of our very large airline clients the other day, we're often dealing with their flight crews and ramp agents at very strange hours in very strange places away from home, so that they don't have to wait to get access to care. And you can understand that at a basic humanitarian level why that's great, but you can also understand it from a safety perspective that if there is something that is impeding that person's ability to be functioning at work, that becomes an issue for the corporation itself.Eric Topol (19:39):Yeah, so it's interesting you call it included because most of us in the country are excluded. That is, they don't have any way to turn through to get help for a really good referral. Everything's out of network if they are covered and they're not one of the fortunate to be in these companies that you're providing the service for. So do you have any peers or are there any others that are going to come into this space to help a lot of these people that are in a tough situation where they don't really have anyone to turn to?Owen Tripp (20:21):Well, I hope so. Because like you, I've dedicated my career to trying to use information and use science and use in my own right to bring along the model. At Included Health, we talk about raising the standard of care for everybody, and what we mean by that is, we actually hope that this becomes a model that others can follow. The same way the Cleveland Clinic did, the same way the Mayo Clinic did. They brought a model into the world that others soon try to replicate, and that was a good thing. So we'd like to see more attempt to do this. The reality is we have not seen that because unfortunately the old system has a lot of incentives in place to function exactly the way that it is designed. The health system is going to maximize the number of patients that correspond to the highest paying procedures and tests, et cetera. The managed care company is going to try to process the highest number of claims, work the most efficient utilization management and prior authorization, but left out in the middle of all of that is the patient. And so, we really wanted to build that model with the patient at the center, and when I started this company now over a decade ago, that was just a dream that we could do that. Now serving over 10 million members, this feels like it's possible and it feels like a model others could follow.Eric Topol (21:50):Yeah, well that was what struck me is here you're reaching 10 million people. I'd never heard of it. I was like, wow. I thought I try to keep up with things. But now the other thing I wanted to get into you with is AI. Obviously, that has a lot of promise in many different ways. As you know, there are some 12 million diagnostic serious errors a year in the US. I mean you were one, I've been part of them. Most people have been roughed up one way or another. Then there's 800,000 Americans who have disability or die from these errors a year, according to Johns Hopkins relatively recent study. So one of the ways that AI could help is accuracy. But of course, there's many other ways it can help make the lives of both patients helping to integrate their data and physicians to go through a patient's records and set points of their labs and all sorts of other things. Where do you see AI fitting into the model that you've built?Owen Tripp (22:58):Well, I'll give you two that I'm really excited about, that I don't think I hear other people talking about. And again, I'm going to start with that patient, with that member and what he or she wants and needs. One and Eric, bear with me, this is going to sound very banal, but one is just making sense of these very complicated plan documents and explanations of benefits. I'm aware of how well-trained you are and how much you've written. I believe you are the most published in your field. I believe that is a fact. And yet if I showed you a plan description document and an explanation of benefit and I asked you, Eric, could you tell me how much it's going to cost to have an MRI at this facility? I don't think you would've any way of figuring that out. And that is something that people confront every single day in this country. And a lot of people are not like you and me, in that we could probably tolerate a big cost range for that MRI. For some people that might actually be the difference between whether they eat or not, or get their kids prescription or not.Owen Tripp (24:05):And so, we want to make the questions about what your benefits cover and how you understand what's available to you in your plan. We want to make that really easy and we want to make it so that you don't have to have a PhD in insurance language to be able to ask the properly formatted question. As you know, the foundation models are terrific at that problem. So that's one.Eric Topol (24:27):And that's a good one, that's very practical and very much needed. Yeah.Owen Tripp (24:32):The second one I'm really excited about, and I think this will also be near and dear to your heart, is AI has this ability to be sort of nonjudgmental in the best possible way. And so, if we have a patient on a plan to manage hypertension or to manage weight or to manage other elements of a healthy lifestyle. And here we're not talking about deep science, we're just talking about what we've known to work for a long period of time. AI as a coach to help follow through on those goals and passively take data on how you're progressing, but have behind it the world's greatest medical team to be able to jump in when things become more acute or more complex. That's an awesome tool that I think every person needs to be carrying around, so that if my care plan or if my goal is about sleeping better, if my goal is about getting pregnant, if my goal is about reducing my blood pressure, that I can do that in a way that I can have a conversation where I don't feel as a patient that I'm screwing up or letting somebody down, and I can be honest with that AI.Owen Tripp (25:39):So I'm really excited about the potential for the AI as an adjunct coach and care team manager to continue to proceed along with that member with medical support behind that when necessary.Eric Topol (25:55):Yeah, I mean there's a couple of things I'd say about that. Firstly, the fact that you're thinking it from the patient perspective where most working in AI is thinking it from the clinician perspective, so that's really important. The next is that we get notifications, and you need to not sit every hour or something like that from a ring or from a smartwatch or whatever. That isn't particularly intelligent, although it may be needed. The point is we don't get notifications like, what was your blood pressure? Or can you send a PDF of your heart rhythm or this sort of thing. Now the problem too is that people are generating lots of data just by wearing a smartwatch or a fitness band. You've got your activity, your sleep, your heart rate, and all sorts of things that are derivatives of that. No less, you could have other sensors like a glucose monitoring and on and on. No less your electronic health record, and there's no integration of any of this.Eric Topol (27:00):So this idea that we could have a really intelligent AI virtual coach for the patient, which as you said could have connects with a physician as needed, bringing in the data or bringing in some type of issue that the doctor needs to attend to, but it doesn't seem like anything is getting done. We have the AI capabilities, but nothing's getting done. It's frustrating because I wrote about this in 2019 in the Deep Medicine book, and it's just like some of the most sophisticated companies you would think Apple, for the ring Oura and so many others. They have the data, but they don't integrate anything, and they don't really set up notifications for patients. How are we going to get out of this rut?Owen Tripp (27:51):We are producing oil tankers of data around personal experience and not actually turning that into positive energy for what patients can do. But I do want to be optimistic on this point because I actually think, and I shared this with you when we last saw each other. Your thinking was ahead of the time, but foundational for people like me to say, we need to go actually make that real. And let me explain to you what I mean by making it real. We need to bring together the insight that you have an elevated heart rate or that your step count is down, or that your sleep schedule is off. We need to bring that together with the possibility of connecting with a medical professional, which these devices do not have the ability to do that today, and nor do those companies really want to get in that business. And also make that context of what you can afford as a patient.Owen Tripp (28:51):So we have data that's suggestive of an underlying issue. We have a medical team that's prepared to actually help you on that issue. And then we have financial security to know that whatever is identified actually will be paid for. Now, that's not a hard triangle conceptually, but no one of those companies is actually interested in all the points of the triangle, and you have to be because otherwise it's not going to work for the patient. If your business is in selling devices. Really all I'm thinking about is how do I sell devices and subscriptions. If my business is exclusively in providing care, that's really all I'm thinking about. If my business is in managing risk and writing insurance policies, that's really all I'm thinking about. You have to do all those three things in concert.Eric Topol (29:34):Yeah, I mean in many ways it goes back to what we were talking about earlier, which is we're in this phenomenal era of information to the fifth power. But here we are, we have a lot of data from multiple sources, and it doesn't get integrated. So for example, a person has a problem and they don't know what is the root cause of it. Let's say it's poor sleep, or it could be that they're having stress, which would be manifest through their heart rate or heart rate variability or all sorts of other metrics. And there's no intelligence provided for them to interpret their data because it's all siloed and we're just not really doing that for patients. I hope that'll happen. Hopefully, Included Health could be a lead in that. Maybe you can show the way. Anyway, this has been a fun conversation, Owen. It's rare that I've talked in Ground Truths with any person running a company, but I thought yours.Eric Topol (30:36):Firstly, I didn't know anything about it and it's big. And secondly, that it's a kind of a unique model that really I'm hoping that others will get involved in and that someday we'll all be included. Maybe not with Included Health, but with better healthcare in this country, which is certainly not the norm, not the routine. And also, as you aptly pointed out at terrible costs with all sorts of waste, unnecessary tests and that sort of thing. So thanks for what you're doing and I'll be following your future efforts and hopefully we can keep making some strides.Owen Tripp (31:15):We will. And I wanted to say thanks for the conversation too and for your thinking on these topics. And look, I want to leave you just with a quick dose of optimism, and you and I both know this. The American system at its best is an extraordinary system, unrivaled in the world, in my opinion. But we do have to have more people included. All the services need to be included in one place. When we get there, we're going to really see what's possible here.Eric Topol (31:40):I do want to agree with you that if you can get to the right doctor and if you can afford it, that is ideally covered by your insurance. It is a phenomenal system, but getting there, that's the hard part. And every day people are confronted. I'm sure, thousands and thousands with serious condition either to get the diagnosis or the treatment, and they have a really rough time. So anyway, so thank you and I really appreciate your taking the time to meet with me today.****************************************************************Thanks for listening, watching, reading and subscribing to Ground Truths.An update on Super Agers:It is ranked #5 on the New York Times bestseller list (on the list for 4th time)https://www.nytimes.com/books/best-sellers/advice-how-to-and-miscellaneous/New podcastsPBS Walter Isaacson, Amanpour&Co Factually, With Adam ConoverPeter Lee, Microsoft Researchhttps://x.com/MSFTResearch/status/1943460270824714414If you found this interesting PLEASE share it!That makes the work involved in putting these together especially worthwhile.Thanks to Scripps Research, and my producer, Jessica Nguyen, and Sinjun Balabanoff for video/audio support.All content on Ground Truths—its newsletters, analyses, and podcasts, are free, open-access.Paid subscriptions are voluntary and all proceeds from them go to support Scripps Research. They do allow for posting comments and questions, which I do my best to respond to. Please don't hesitate to post comments and give me feedback. Let me know topics that you would like to see covered.Many thanks to those who have contributed—they have greatly helped fund our summer internship programs for the past two years. Get full access to Ground Truths at erictopol.substack.com/subscribe

What does it really take to build and protect long-term wealth? In this episode, I sit down with a former JP Morgan Client Wealth Relationship Manager who shares how high-net-worth individuals manage their money — and how you can apply the same strategies. We dive into his experience managing elite clients at JP Morgan, the transition into ethical and Islamic finance, and the realities of discretionary portfolio management. From budgeting and pensions to understanding gold, Sukuk, and the emotional journey of first-time investors — this episode is packed with valuable insights.If you found our last episode on saving tax useful, this is the perfect next step. Whether you're just starting your financial journey or looking to refine your wealth strategy, this conversation will open your eyes to how money really works at the top.Follow CEOCAST On All Platforms Here!Instagram: https://www.instagram.com/ceocast/Youtube: https://www.youtube.com/ceocastFollow Raheem Here:https://www.instagram.com/raheemka/Work with us/collaborations:info@theceocast.com

Jeffrey Epstein was an American financier and convicted sex offender who became notorious for his involvement in a high-profile sex trafficking ring. Born on January 20, 1953, Epstein worked as a financier and was well-connected with various influential individuals, including politicians, business tycoons, and celebrities.Epstein's activities came to light in the early 2000s when he was investigated by law enforcement agencies for allegedly sexually exploiting underage girls. In 2008, he pleaded guilty to state charges of soliciting prostitution from a minor in Florida and was sentenced to 18 months in jail. However, he served only 13 months and was granted a controversial work release program.Epstein's case gained renewed attention in 2019 when he was arrested on federal charges of sex trafficking of minors. The indictment accused him of operating a vast network that recruited underage girls for sexual exploitation, with incidents alleged to have taken place in his luxurious residences in New York, Florida, and other locations.Epstein's connections to powerful figures, including former U.S. President Bill Clinton, Britain's Prince Andrew, and numerous other prominent individuals, raised significant concerns and led to widespread speculation about the extent of his activities and potential co-conspirators.Before he could stand trial for the federal charges, Epstein was found dead in his jail cell at the Metropolitan Correctional Center (MCC) in New York City on August 10, 2019. The official cause of death was ruled as suicide by hanging, but his death sparked numerous conspiracy theories and allegations of foul play due to the high-profile nature of the case and the potential implications for those connected to Epstein.Epstein's death did not bring an end to the investigations surrounding his activities. Civil lawsuits against his estate, filed by numerous victims, continued, aiming to seek justice and financial compensation.Furthermore, government agencies and law enforcement authorities continued their efforts to uncover the extent of his sex trafficking ring and any possible co-conspirators involved.The case of Jeffrey Epstein remains a subject of public interest and scrutiny, highlighting the issue of sex trafficking and the abuse of power. It exposed the vulnerabilities of the justice system and raised questions about the influence of wealth and privilege.As the lawsuit between JP Morgan, Jes Staley and The USVI continues to roll on, I think it's important to look at the USVI and their behavior during the time Jeffrey Epstein was a resident there and in this episode that is exactly what we do and we are asking the question:Why didn't the USVI do more to stop Jeffrey Epstein?(commercial at 13:02)to contact me:bobbycapucci@protonmail.comsource:On Epstein's ‘Little St. Jeff's' island, a hideaway where money bought influence | The StarBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

The PBD Podcast breaks down the Epstein intelligence cover-up, Trump's fumbled response, and the links to Mossad, CIA, and JP Morgan. The team debates blackmail operations, child trafficking, and why this scandal matters more than ever.

Levi Strauss (LEVI) didn't just beat earnings, but also raised guidance, which Diane King Hall largely attributes to the stock's rally this morning. She talks about the business decisions from leadership that helped Levi win for the quarter. Morgan Stanley, JPMorgan and Piper Sandler all raised prices target for Amazon (AMZN) with bullish expectations of a friendlier ecommerce environment. Diane also tunes investors into price target hikes for Spotify (SPOT).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Netflix (NFLX) gains even more momentum from analysts after JPMorgan and Needham boosted price targets on the streaming giant. J.D. Durkin points out that shares have been on a "rocket ship" over the last quarter ahead of its earnings next Thursday. He believes investors are seeing Netflix as an "Elite 8" stock. Dan Deming gives investors a neutral to bullish example options trade for the company.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

En el episodio de hoy de VG Daily, Eugenio Garibay y Juan Manuel De Los Reyes analizan la balanza comercial entre Estados Unidos y Canadá, con un énfasis en los aranceles propuestos por la administración de Donald Trump de 35% efectivo en agosto 1, así como los efectos de los aranceles en la economía y en la política monetaria del país. Después, observan el impacto del comercio internacional en los mercados financieros de Estados Unidos, y la diferencia en economías contra otras regiones, específicamente la Unión Europea (UE). En donde hacen referencia a palabras de Jaime Dimon, Director General de JPMorgan, acusando a la UE de quedarse atrás económicamente en su competitividad empresarial contra Estados Unidos. 

All eyes are on Washington as President Trump says he will send a tariff letter to the European Union by the weekend - after slapping Canada with a 35% levy. Meanwhile, JPMorgan boss Jamie Dimon has a simple message for Europe: you're losing the battle to rival the US and China. Across the Atlantic, European leaders are set to meet with Chinese President Xi Jinping this month, sources confirm to CNBC - averting potential embarrassment ahead of a likely contentious summit.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 Live from the Vault, Andrew Maguire revisits Citi and JP Morgan's efforts to suppress gold prices before uncovering silver's breakout from paper market constraints driven by growing physical demand and tightening supply.Andrew highlights how, as suppression tactics are losing effectiveness, a structural reset favouring physical metal appears to be underway. Silver's market positioning is set to lead in the near term, ahead of gold's broader price reset.Send your questions to Andy here: https://www.speakpipe.com/LFTV'What does the record price of gold tell us about risk perceptions in financial markets?' publication: https://www.ecb.europa.eu/press/financial-stability-publications/fsr/focus/2025/html/ecb.fsrbox202505_02~7f616fcd3f.en.html?utm_source=substack&utm_medium=email'Gold Is The Asset For The Era' publication: https://www.zerohedge.com/precious-metals/gold-asset-eraBrics Pay: https://www.brics-pay.com/#%23%23_______________________________________________________________Timestamps: 00:00 Starts01:29 BRICS exploit Fed's weakness as gold suppression breaks down.08:10 Fed's gold games fail as physical buyers seize control.15:29 Central banks buy dips, gold bull breaks out.22:03 BRICS gold surge forces global reset; $8,000 gold looms.27:02 Andrew asked about his outlook on silver amid tariff-driven volatility.27:10 Silver escapes control, rising amid BRICS-backed financial multipolarity.32:51 Silver poised for global physical price discovery amid BRICS market shift._______________________________________________________________Alternatively, you can send questions via the forum: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_225Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

De Amerikaanse belastingbetaler is in één klap de grootste aandeelhouder van een beursbedrijf. Het gaat om MP Materials, een bedrijf dat zeldzame aardmetalen wint en verwerkt. Het aandeel schoot gister meer dan 50 procent omhoog, nadat bleek dat het Amerikaanse ministerie van Defensie zich inkocht. Deze aflevering kijken we wat de Amerikanen precies met die aankoop willen, maar vooral ook wat volgt? Wat een ding is zeker, dit is een ongekende stap. Gaat de regering nog meer aandelen van beursbedrijven opkopen? Verder kijken we naar wéér een nieuw rondje tarieven van Trump. Hij bestookt nu de buurman, Canada. En zegt dat er een standaardtarief komt voor veel andere landen. Toch lijkt het beleggers allemaal niet meer te boeien. Zijn ze tarieven-moe? Ook bereiden we je voor op het cijferseizoen, dat ASML aanstaande woensdag in ons land aftrapt. Verder in deze aflevering: Amazon stopt nóg meer in Anthropic. Het bedrijf achter de AI-bot Claude. Nike trapt een baas van een dochterbedrijf op straat. Bij Levi's loopt het beter: dat verhoogt de omzet- en winstverwachting. Ben & Jerry's hebben een nieuwe baas. Jamie Dimon heeft kritiek op ons. Europa! See omnystudio.com/listener for privacy information.

00:00:00 – Epstein Denial and CIA Insider Interview Mike opens with tech issues and teases topics: Epstein conspiracies and CIA interviews. Alex Jones soundboard highlights bizarre claims, including urine obsessions and conspiracies. 00:10:00 – Epstein Footage Games and DOJ Contradictions Discussion on erased jail tapes, missing client list, and the black book from Maxwell trial. David Paulides questions DOJ's narrative and JP Morgan's $290M settlement tied to Epstein. Hosts suspect global-level blackmail and geopolitical pressures to bury the story. 00:20:00 – TV Show 'Sugar' Mirrors Real-Life Trafficking Mike compares Sugar plot to Epstein case—suggests elite trafficking tied to aliens and blackmail. Belief that disclosure could destroy Western governments; theory includes occult and supernatural links. 00:30:00 – Biden's Health Cover-Up and Grok AI Scandal Biden's doctor pleads the fifth; GOP alleges cover-up of cognitive decline. Elon Musk's AI Grok goes rogue, making anti-Semitic remarks after being renamed “Mecha Hitler.” 00:40:00 – Grok Meltdown and AI Bias Debated Grok's lack of filters lets trolls hijack it; unlike ChatGPT, Grok weighted all input equally. Media bias may amplify backlash because of Musk's political affiliations. 00:50:00 – CIA Agent's Abduction and UFO Cover-Up Retired CIA officer recounts abduction with wife and poltergeist activity. Says UFO secrecy began post-Roswell and disclosure is avoided due to fear of mass panic. 01:00:00 – CIA Secrets, Aliens, and UAP Denial CIA allegedly only acts under presidential orders—hosts are skeptical. Agent links UAPs to angels, djinn, and consciousness. CIA internal interest runs deep but quiet. 01:10:00 – AI Predicts Human Behavior Researchers create AI that forecasts human decisions using data from 60k people. Concerns rise over manipulation, privacy, and propaganda uses. 01:20:00 – Ozzy's Final Show and AI Music Hoax Ozzy performs seated; Metallica and others pay tribute. AI band “Velvet Sundown” revealed to be fake; sparked debates on authenticity in music. 01:30:00 – HR Uses ChatGPT for Firings 60% of HR departments use ChatGPT for layoff decisions; 1 in 5 let AI decide entirely. Discussion on privacy, ethics, and HR bypassing responsibility. 01:40:00 – Nude Bowling Event Promo Show promotes a nude bowling event at Crafton-Ingram Lanes in Pittsburgh. 01:50:00 – Clinic Begs for Urine to Stop Story about a medical clinic overwhelmed by unsolicited urine samples. Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research ▀▄▀▄▀ CONTACT LINKS ▀▄▀▄▀ ► Phone: 614-388-9109 ► Skype: ourbigdumbmouth ► Website: http://obdmpod.com ► Twitch: https://www.twitch.tv/obdmpod ► Full Videos at Odysee: https://odysee.com/@obdm:0 ► Twitter: https://twitter.com/obdmpod ► Instagram: obdmpod ► Email: ourbigdumbmouth at gmail ► RSS: http://ourbigdumbmouth.libsyn.com/rss ► iTunes: https://itunes.apple.com/us/podcast/our-big-dumb-mouth/id261189509?mt=2  

JPMorgan Asset Management is seeking hedges against credit market losses as risks rise and spreads tighten. “There’s value in shorts and credit protection,” Oksana Aronov, the firm’s head of market strategy for alternative fixed income, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jody Lurie in the latest Credit Edge podcast. “It is very undervalued today because of the complacency in the market,” says Aronov, referring to the high-grade credit default swap index. Aronov and Lurie also discuss the increasing amount of bond and loan interest being repaid with additional debt, dwindling recovery rates, private debt convergence and high-grade opportunities.See omnystudio.com/listener for privacy information.

Whatever the truth may be about Jeffrey Epstein's suicide or “client list,” he was engaged in the business of human trafficking and that leaves a paper trail. As Peter Schweizer noted on the most recent episode of The Drill Down podcast, Investment bank JP Morgan Chase turned over the records it had, worth over 1 billion dollars, to the federal government in 2019. Why haven't those records been released? “We have more than $1 billion were used for purposes of human trafficking,” JP Morgan wrote to the Justice Department after Epstein's death, Schweizer says. As Eric Eggers notes, we “follow the money.” So, why has no one else been investigated in light of JP Morgan's disclosures?

In this episode, I was lucky enough to interview Aubrey Amatelli, Founder and CEO of PayRio—the first payment provider focused exclusively on alternative medicine.Aubrey shared how her roots in Silicon Valley and a traditional finance career at JP Morgan eventually led her to launch PayRio, combining her passion for cannabis and her expertise in payments. She walked me through the complicated regulatory landscape that makes payment processing for cannabis so challenging and explained how PayRio uses creative, compliant workarounds like ATM rails and wallet tech to support dispensaries and e-commerce businesses.Aubrey also opened up about the emotional transition from corporate life to cannabis entrepreneurship, including the fear and eventual empowerment that came with “coming out” on LinkedIn. Aubrey discussed how her startup journey began with cold calls and a scrappy three-person team, and how PayRio has grown to serve both mom-and-pop dispensaries and multi-state operators alike.Let's drive all the way to San Francisco and dive into Aubrey Amatelli's bold leap from Wall Street to CBD tech in this episode of The First Customer!Guest Info:PayRiohttps://payrio.co/Aubrey Amatelli's LinkedInhttps://www.linkedin.com/in/aubreyamatelli/Connect with Jay on LinkedInhttps://www.linkedin.com/in/jayaigner/The First Customer Youtube Channelhttps://www.youtube.com/@thefirstcustomerpodcastThe First Customer podcast websitehttps://www.firstcustomerpodcast.comFollow The First Customer on LinkedInhttp://www.linkedin.com/company/the-first-customer-podcast/

Jeffrey Epstein was an American financier and convicted sex offender who became notorious for his involvement in a high-profile sex trafficking ring. Born on January 20, 1953, Epstein worked as a financier and was well-connected with various influential individuals, including politicians, business tycoons, and celebrities.Epstein's activities came to light in the early 2000s when he was investigated by law enforcement agencies for allegedly sexually exploiting underage girls. In 2008, he pleaded guilty to state charges of soliciting prostitution from a minor in Florida and was sentenced to 18 months in jail. However, he served only 13 months and was granted a controversial work release program.Epstein's case gained renewed attention in 2019 when he was arrested on federal charges of sex trafficking of minors. The indictment accused him of operating a vast network that recruited underage girls for sexual exploitation, with incidents alleged to have taken place in his luxurious residences in New York, Florida, and other locations.Epstein's connections to powerful figures, including former U.S. President Bill Clinton, Britain's Prince Andrew, and numerous other prominent individuals, raised significant concerns and led to widespread speculation about the extent of his activities and potential co-conspirators.Before he could stand trial for the federal charges, Epstein was found dead in his jail cell at the Metropolitan Correctional Center (MCC) in New York City on August 10, 2019. The official cause of death was ruled as suicide by hanging, but his death sparked numerous conspiracy theories and allegations of foul play due to the high-profile nature of the case and the potential implications for those connected to Epstein.Epstein's death did not bring an end to the investigations surrounding his activities. Civil lawsuits against his estate, filed by numerous victims, continued, aiming to seek justice and financial compensation.Furthermore, government agencies and law enforcement authorities continued their efforts to uncover the extent of his sex trafficking ring and any possible co-conspirators involved.The case of Jeffrey Epstein remains a subject of public interest and scrutiny, highlighting the issue of sex trafficking and the abuse of power. It exposed the vulnerabilities of the justice system and raised questions about the influence of wealth and privilege.As the lawsuit between JP Morgan, Jes Staley and The USVI continues to roll on, I think it's important to look at the USVI and their behavior during the time Jeffrey Epstein was a resident there and in this episode that is exactly what we do and we are asking the question:Why didn't the USVI do more to stop Jeffrey Epstein?(commercial at 13:02)to contact me:bobbycapucci@protonmail.comsource:On Epstein's ‘Little St. Jeff's' island, a hideaway where money bought influence | The Star

Can tech continue to lead stocks higher? We discuss with Wharton Professor Jeremy Siegel, JPMorgan's Gabriela Santos and Obermeyer Wood's Ali Flynn Philips. Plus, top technician Jeff deGraaf charts out Nvidia's $4T record run. And, Elizabeth Burton tells us where she is finding opportunity in the second half. 

Sponsored by American Auto Repair In this episode of Conversations with Rich Bennett, Michael V. Morgan shares how intentional networking transformed his career trajectory—from Penn State and a fraternity brotherhood to executive roles in top firms like JP Morgan, Chevron, and Amazon. He offers actionable strategies and inspiring stories from his book The Power of Networking, proving that real relationships—not just business cards—open doors to lasting success. Whether you're new to the workforce or looking to level up, this conversation is packed with career-changing advice. Guest Bio:  Michael V. Morgan is a corporate leader, author, and motivational speaker whose professional journey spans finance, tech, oil & gas, and cybersecurity. A graduate of Penn State and Carnegie Mellon, Michael authored The Power of Networking, a practical guide to building meaningful connections for career success. He's passionate about mentoring, speaks nationwide, and currently works in cybersecurity at Netskope. Main Topics: ·         How fraternity life introduced Michael to the power of networking·         Real examples of hidden job opportunities through connections·         The difference between building a network and just collecting contacts·         Tips for introverts and those unsure of their value in networking·         Building personal and professional networks in new cities·         The role of mentorship and how to find the right mentor·         Structuring a business book and the journey to publishing·         Work-life balance as an author, speaker, and cybersecurity pro Resources mentioned: ·         Michael's website: https://michaelvmorgan.com ·         Episode Sponsor: Send us a textAmerican Auto Repair Sales & ServicesAmerican Auto Repair & Performance was founded on the basic idea that everyone deserves respect. It Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showRate & Review on Apple Podcasts Follow the Conversations with Rich Bennett podcast on Social Media:Facebook – Conversations with Rich Bennett Facebook Group (Join the conversation) – Conversations with Rich Bennett podcast group | FacebookTwitter – Conversations with Rich Bennett Instagram – @conversationswithrichbennettTikTok – CWRB (@conversationsrichbennett) | TikTok Sponsors, Affiliates, and ways we pay the bills:Hosted on BuzzsproutRocketbookSquadCast Contests & Giveaways Subscribe by Email

Explore the unfolding landscape of crypto and blockchain innovation in our in-depth interview with Stuart Popejoy, CEO of Kadena and former head of JP Morgan's Center for Blockchain Excellence. Guided by the following chapters, this conversation illuminates the journey from the earliest days of institutional blockchain to Kadena's latest breakthroughs:00:00 – Defiant Intro00:07 – When cost savings alone couldn't revive crypto's promise00:55 – Meet Stuart Popejoy: Kadena's vision, shaped by lessons from JP Morgan06:00 – JPM Coin's evolving roadmap07:35 – Early hurdles building enterprise blockchain at JP Morgan10:38 – Why technology alone isn't enough—it must disrupt13:57 – Kadena's own answer: scalability, chainweb, and the art of possibility16:25 – The real challenges builders face in scaling dApps16:56 – Bitcoin proposals lost to time17:50 – Braiding chains: scaling without losing stability23:27 – Kadena's bold $50 million grant program—fueling a new era for developers25:15 – The role of real-world assets (RWAs) in blockchain's evolution29:00 – Public blockchains as a frontier for finance and technology30:00 – Closing infrastructure gaps on the road to mass adoption33:00 – How do we inspire an active, not passive, crypto user base?35:42 – Why self-custody is the change we need in consumer behavior38:10 – Next-gen adoption: getting all ages onchain40:13 – What traditional finance keeps getting wrong about blockchain42:48 – Kadena's next moves after making waves at EthCC44:20 – Reflections and closing remarksFrom the keys of disruption and the quest for scalability to transformative grant programs and the vision for a blockchain-powered future beyond EthCC, this is crypto at its most reflective and real.

Carl Quintanilla, Courtney Reagan, and Mike Santoli started the hour by discussing the market trying to rebound after it suffered its worst day in about 3 weeks. Both BofA and Goldman raised their S&P 500 forecasts as well, predicting some higher gains for the index ahead. CNBC's Deirdre Bosa also joined the program to discuss Meta continuing its talent poaching spree as the company hired one of Apple's top AI researchers. Later in the show, Courtney broke down what President Trump's tariffs might mean for Amazon's Prime Day sales, which kicked off today. Also in the mix: the desk hit the bank stocks, after HSBC downgraded JPMorgan, Goldman Sachs, and Bank of America ahead of their earnings next week.  Squawk on the Street Disclaimer

A flurry of headlines from the Trump cabinet meeting pushes tariffs back into the spotlight — including a 50% levy on copper. Our Megan Cassella tracks the latest from Washington. Liz Ann Sonders of Charles Schwab joins to break down market momentum, and JPMorgan's Stephen Tusa weighs in on why industrials are the S&P's standout sector in 2025. Plus, Afsaneh Beschloss on global diversification and Katie Stockton on key technical levels three months after the market's last big pullback.

On February 21st, President Trump issued a National Security Presidential Memorandum making it the policy of the U.S. government to stop underwriting the Chinese Communist Party.  Three months later, Jamie Dimon's JP Morgan and Brian Moynihan's Bank of America flouted that “America First Investment Policy.” They helped arrange for Americans and others to invest over $4.6 billion in a Hong Kong initial public offering of a Pentagon-designated “Chinese military company.” The Financial Times reported yesterday that 47 other Chinese corporations are now in the process of following the lead of that company known as CATL – one involved in providing advanced electric batteries to make Chinese submarines more lethal threats to our Navy and sailors. We must stop financing our mortal enemy and hold accountable those like Messrs. Dimon and Moynihan who profit from selling out America.  This is Frank Gaffney.

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media...Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - Elon Musk's America Party and Bitcoin06:49 - The Future of AI and Capital Flow11:35 - Disruption in Technology: Uber vs. Airbnb16:18 - Stable Coins and International Remittance22:29 - JP Morgan's Outlook on Bitcoin and Gold29:51 - The Future of Hard Assets: Bitcoin and Gold34:22 - Revolutionizing Company Building with AI36:11 - AI Adoption in the Workforce: A Slow Transition38:20 - The Cognitive Impact of AI on Human Thinking41:32 - Balancing AI and Human Creativity48:24 - California's Startup Landscape: Trends and Insights50:26 - The Rise of Crypto-Focused BankingIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.ben-evans.com/presentationshttps://techcrunch.com/2025/06/26/this-ai-powered-startup-studio-plans-to-launch-100000-companies-a-year-really/https://www.craincurrency.com/family-office-management/family-offices-quietly-using-venture-studios-build-companieshttps://news.crunchbase.com/venture/california-startup-funding-share-rising-unicorns-openai-spacex/?utm_source=Iterable&utm_medium=email&utm_campaign=newsletter-20250703https://finance.yahoo.com/news/tech-billionaires-led-palmer-luckey-124008946.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAIGaZKOVKtrpqCRAE8epUWbgt2Y3NclOOU5no8ADjupJu2O2DFHH6pnOkv9Qz5BvSo_zqE3s3lfLBvX391N4y01VySicBK594A4CsjzSFUMZq3lpuOVHsbGlTAyHzRAVhEe_6Ova_Fw6AwwRfqPC404rPlpKHZLA_Og5PkpxJXc7https://x.com/stable/status/1940048398595547289?s=46&t=PV2x02cG_nl7mRDNaKNUMAhttps://x.com/BitcoinNewsCom/status/1939987595020140708https://www.privatebank.citibank.com/insights/managing-risk-amid-geopolitical-tensionhttps://privatebank.jpmorgan.com/content/dam/jpm-pb-aem/global/en/documents/insights/outlook/2025-Mid-Year-Outlook-Comfortably-Uncomfortable.pdf?page=27https://www.gallup.com/workplace/691643/work-nearly-doubled-two-years.aspxhttps://seekingalpha.com/news/4464052-elon-musks-xai-raises-5b-each-in-new-debt-and-equity-morgan-stanleyKeep up with Michael: X and LinkedInKeep up with Brian:  X and LinkedInKeep up with Liam:  X and LinkedIn

Show Notes: Lawrence Steyn moved to Los Angeles to work with Walt Disney, where he helped think through financing new theme parks and movies. After leaving Disney, he went into traditional investment banking. He also mentions that he was a character in a theme park training program, where he was a penguin in full costume. His experience in LA and his role as a character in the training program were both memorable and challenging, and being a penguin was the hardest job he had in the 30+ years since graduating.  From Investment Banking to the Tech Industry Lawrence moved to New York and worked at Goldman, including spending several years in London. He worked at Morgan Stanley and also as vice chairman at  JP Morgan. After COVID-19, he faced a midlife crisis and decided to work at an autonomous vehicle company called Pony.ai. The company was Chinese-centric and had a large nexus with China. This was around 2020/21 during a time when relations between the U.S. and China were strained. The company faced financial and geopolitical challenges from China, who wanted to assert control over its tech sector, and restrictions from the US. Lawrence talks about an event that took place in the U.S. that allowed a government body to exert their control and limit the company. However, Lawrence started lobbying for Pony's cause, visiting Capitol Hill and California representatives,  however it became clear that Pony was never going to go public as an American-centric company.  Joining a Manufacturing-centric P.E. Firm As his time at Pony was coming to an end, a private equity firm, American Industrial Partners, approached Lawrence to join them. Lawrence discusses the changing business world, government issues, and supply chain changes post-COVID. As an American manufacturing-centric private equity firm, he observes the shrinking of supply chains and the refocus on American hard enterprise, but he compares this with his experience at Pony, as a $6-7 billion company started by seven guys in a garage, compared to the cost of manufacturing enterprises. Lawrence enjoys his work and the opportunity to create billions of dollars of value through low capital and high-IQ work. Lawrence also shares his experience with venture capital tech. A Superpower and Brokering a Big Deal Lawrence believes that his superpower is listening to people's words and being thoughtful, especially when dealing with potential clients. He emphasizes being creative and challenging himself to think of unexpected twists in situations. He shares an example from his time at Morgan Stanley,  and the most successful deal of his career. He was the sole advisor to United Technologies, which was the biggest industrial deal up to that date. The unique idea was that United Technologies wanted to buy Rockwell Collins. Lawrence talks about the idea he put forward that allowed United Technologies to keep the Rockwell Collins name and maintain its rich heritage, while United Technologies owned about 60% of the company. The deal was a complex and unique one, with high effort and structuring involved.  Global Trade Wars and Tariffs The conversation revolves around the ongoing global trade wars, particularly the tariffs. Lawrence states that while the uncertainty has slowed everything down, however, the outcome has not been terrible. The market has returned to close to all-time highs. Lawrence mentions that the long-term impact of these tariffs is questionable, as the reduction in the dollar's role as a global reserve currency is problematic. He also discusses the importance of having a strong US global leadership role and the need for a good manufacturing base. He mentions that the lack of access to various materials has proven problematic, and that the US should focus on American manufacturing capabilities. However, he also mentions that American Industrial Partners have been investing in American manufacturing capabilities for decades, and their history and majority of businesses are America-centric. A Global Trade Slow Down The Trump administration's focus on tariffs has slowed down global trade, with the US and Mexico experiencing increased tensions. The US has been focusing on geopolitical issues, such as China and Mexico, but the long-term impact of these tariffs is uncertain. The US has been investing in American manufacturing capabilities for decades, and many businesses have found that having an American manufacturing base is more valuable to people around the world. The uncertainty surrounding the introduction of tariffs has led to negotiations and investment being put on hold, as the US has good manufacturing capabilities in Mexico. The short-term impacts of these tariffs have been less dramatic, and the long-term impacts are more theoretical at this point. However, the US has managed to maintain its manufacturing base and maintain its global leadership role. Barriers to Growth in Manufacturing The conversation turns to barriers to the growth of the manufacturing industry in America, including electricity, skilled labor, zoning, local supply chain, permits, and environmental reviews etc. Lawrence highlights the importance of re-electrifying America, which is a complex process that takes time and requires skilled and unskilled labor. The supply chain, as seen with Apple's desire to manufacture in the US. The biggest challenge for manufacturers is the uncertainty of tariffs and their impact on the US manufacturing industry. If there were a sustainable and constructive policy in place for decades, manufacturers would be more comfortable investing in advanced manufacturing capabilities. However, the whimsy of these policies can be problematic, as they may be reversed or ended by lawsuits, hinders planning and investment. An Effective Pro-US Manufacturing Policy A more effective pro-US manufacturing policy with bipartisan support could be beneficial. Some goals that could be valuable include bringing manufacturing back to the US for data centers, shipbuilding, and auto manufacturing. However, the broad concept of remanufacturing in the US doesn't necessarily mean achieving everything at once. A thoughtful policy with bipartisan support could be powerful, but a more consistent, specific, targeted policy with broad support could be more effective. Influential Harvard Courses and Professors Lawrence mentions a Michael Sandel's core class, Justice, that focuses on different theories of justice, which he believes are important for thinking thoughtfully about political and global events. He also enjoyed a seminar with Marjorie Garber on Shakespeare, which he took as a core class and then revisited as an alumni for a deep dive. He also mentions activities centered around the International Relations Council, Model UN, and American Industrial Partners.  Timestamps: 04:16: Experiences at Pony.ai and Autonomous Vehicles  09:36: Transition to American Industrial Partners  23:35: Challenges in American Manufacturing  37:17: Personal Reflections and Future Plans 40:58: Backgammon and Personal Interests  43:35: Harvard Memories and Influences 48:05: Connecting with the Harvard Community  Links: Website: https://americanindustrial.com/team/lawrence-steyn/ Featured Non-profit: The featured non-profit of this week's episode is Lighthouse Youth and Family Services in Cincinnati, Ohio recommended by John Unger who reports:  “Hello, class of 1992 this is your classmate, John Unger of Kirkland House in Weld North. I'm submitting to you the featured nonprofit for this week's episode of The 92 Report, Lighthouse Youth and Family Services in Cincinnati, Ohio. Lighthouse is a wonderful and impactful organization that gives guidance and support to orphans and foster care children in our city, and my mom has been a heavily involved volunteer for decades. You can learn about Lighthouse Youth Services at its website, lys.org Thank you for your consideration. Now here's Will with this week's episode”. To learn more about their work, visit: LYS.org.