Podcasts about kalshi

The Circle Back crew of Jason Cooper, Joey Knish, Chris Dierkes & Porter dive deep into the latest and greatest news and drama from Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week. Today's show discusses the Emmanuel Clase scandal, Hulk Hogan, if it's becoming more difficult to win on sides and totals and so much more.

This week, Pace, Shane and Gosu try to answer that question, by unveiling inplaylive.com/butter - a comprehensive list of both approved and shady books, designed to help you navigate the ever-changing betting landscape. Plus! Kalshi's lawsuit drama, a betting course at Carnegie Mellon, and CFL picks from Gosu! If you want to join our community - use coupon code BEHINDTHELINES for a discount here:inplaylive.com/members For some Free Sports Investing Training (from one of the world's top live sports wagering experts), click here: https://event.webinarjam.com/register...

Rob Pizzola and the team from The Hammer Betting Network dive deep into the latest news and drama making waves on Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week with Geoff Fienberg, Kirk Evans, and Jacob Gramegna. In today's show, we discuss the controversy surrounding NFL Training Camp, if you should sell picks, hand out some life advice and much more. Whether you're here for the insights or just the entertainment, don't miss this lively discussion on the hottest topics in the betting community on Circle Back, the latest show on The Hammer Betting Network, part of Circles Off and proudly presented by Kalshi.

The Circle Back crew of Jason Cooper, Joey Knish, Chris Dierkes & Mr. Peanut Bettor dive deep into the latest and greatest news and drama from Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week. Today's show discusses Joey Tunes making the jump to touting, how Coldplay and the Astronomer CEO are still in the news cycle, if a new sports betting survey has shed some bad light on the industry, Terry Rozier betting scandal update, and so much more.

Kalshi CEO and co-founder Tarek Mansour discusses how artificial intelligence is impacting prediction markets and the company's business model on "Bloomberg Open Interest." Kalshi has partnered with xAI, the AI startup founded by Elon Musk, to bring Grok to predictions. He speaks with Bloomberg's Matt Miller and Sonali BasakSee omnystudio.com/listener for privacy information.

Jeffrey Pritchard, attorney and writer at Comped.com, returns to discuss developments in prediction market regulation under the Trump administration. Timestamps 0:00: Intro begins 0:37: CFTC prediction market roundtable 1:40: Polymarket investigation 3:02: Regulatory entrepreneurship 5:43: Intro ends 7:43: Interview begins 8:16: Comped.com 9:51: Trump administration 11:41: Quintenz 14:34: Pham 15:15: Kalshi's strategy 18:27: Prediction market roundtable 20:26: Gaming law 26:35: Reaction to Kalshi sports markets 31:53: Kalshi lawsuits 32:51: CEA 34:45: Federalism 37:03: Injunctions 38:21: Maryland case Follow Star Spangled Gamblers Twitter: @ssgamblers YouTube: https://www.youtube.com/@starspangledgamblers1029 TikTok: https://www.tiktok.com/@starspangledgambl7 Trade on Polymarket.com, the world's largest prediction market. Join us for our monthly DC Forecasting & Prediction Markets meetup on Thursday, July 31. https://partiful.com/e/NIWa277GHtddC5sxSTU6 Our guest speaker this month will be former U.S. diplomat Thomas Miller, who previously served as the non-executive chairman of the U.S. subsidiary of Intralot, one of world's largest lottery/sports betting operators. Meet and socialize with others interested in forecasting, prediction markets, political gambling, sports betting, or anything else relating to predicting the future. We're returning to Rocklands BBQ in Arlington a few blocks from the Virginia Sq-GMU metrorail stop on the Orange/Silver line. Free parking also available. We'll be in the private space upstairs; head to the back of the restaurant, and up the stairs on your left. Food and drink available for purchase. Open to all ages. Last-minute/onsite walk-in RSVPs here on this Partiful event page are welcomed! Who are we? We are prediction market traders on Manifold (and other prediction markets like PredictIt, Kalshi, and Polymarket), forecasters (e.g. on Metaculus and Good Judgment Open), sports bettors (e.g. on FanDuel, DraftKings, and other sportsbooks), consumers of forecasting (or related) content (e.g. Star Spangled Gamblers, Nate Silver's Silver Bulletin, Scott Alexander's Astral Codex Ten), effective altruists, rationalists, and data scientists. Forecast on Manifold how many people will attend meetups this year: https://manifold.markets/dglid/how-many-attendees-will-there-be-at?play=true This meetup is hosted by the Forecasting Meetup Network. Help us grow the forecasting community to positively influence the future by supporting us with an upvote, comment, or pledge on Manifund: https://manifund.org/projects/forecasting-meetup-network---washington-dc-pilot-4-meetups Get notified whenever a new meetup is scheduled and learn more about the Forecasting Meetup Network here: https://bit.ly/forecastingmeetupnetwork Join our Discord to connect with others in the community between monthly meetups: https://discord.com/invite/hFn3yukSwv

We are joined by Chris "Flupnolide" Dierkes - the most profitable bettor on Kalshi this month and a professional bettor not afraid to bet huge on great spots.Chris talks about scaling his betting from being a solo-bettor using OddsJam to running one of the bigger groups in operation. He also enjoys mixing it up on Twitter under the handle @flupnolide where you can find him posting some of the biggest bets that hit the exchanges. If you don't listen to this episode you must not like putting down big money on huge edges!Chris on Twitter: https://x.com/flupnolide0:00 Intro & Start of Betting11:30 Rundown of Flup's Operation22:00 Flup's Superpower: Account Priming39:00 Benefit of Winning Circa Survivor44:45 Why do content?53:45 $300k Sinner Bet1:00:00 Gambling Twitter 0 Poker IQ1:06:00 Edge Graveyard1:29:00 Everything Prediction Markets2:05:00 Hot Takes & Bayesian UpdatesWelcome to The Risk Takers Podcast, hosted by professional sports bettor John Shilling (GoldenPants13) and SportsProjections. This podcast is the best betting education available - PERIOD. And it's free - please share and subscribe if you like it.My website: https://www.goldenpants.com/ Follow SportsProjections on Twitter: https://x.com/Sports__ProjWant to work with my betting group?: john@goldenpants.comWant 100s of +EV picks a day?: https://www.goldenpants.com/gp-picks

Bill Fleckenstein, founder and president of Fleckenstein Capital, returns to The Julia La Roche Show for episode 276 where he provides an assessment of America's financial predicament, arguing that 30 years of Federal Reserve easy money policies have created damage to the economy and society. He explains how the Treasury is attempting to manage the $36 trillion debt crisis by rolling financing to the short end of the curve while allowing banks to increase leverage ratios, creating demand for government bonds. Fleckenstein believes market analysis no longer applies due to the dominance of passive flows, making shorting ineffective and valuations meaningless. He's holding more cash than ever in his investment career and warns that we're past the point of no return financially. Beyond economics, he's concerned about wealth bifurcation driving younger generations toward financial gambling or socialism, eroding American society's fabric.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks: Book: https://www.amazon.com/Greenspans-Bubbles-Ignorance-Federal-Reserve/dp/0071591583 Twitter/X: https://twitter.com/fleckcap Website: https://www.fleckensteincapital.com/0:00 Welcome and introduction - Bill returns to the show0:56 Big picture macro view - uncertainty and Trump volatility4:55 Bond market games - rolling debt to short end of curve7:39 Investment strategy - holding more cash than ever10:22 Why shorting doesn't work anymore - the passive bid problem11:46 Passive flows and employment concerns for young graduates14:25 Understanding the passive bid - why it matters for all ages18:37 Fed critique - 30 years of destructive easy money policies22:49 Mission creep and arrogance at the Federal Reserve25:57 Bond market story - financing games and bank leverage29:04 Is this the right policy approach? No good options left34:24 Are we in a Fed-induced bubble? The "everything bubble"36:45 Can the Fed control inflation? Lessons from the gold standard40:24 Could we return to sound money? Past the point of no return44:20 The math doesn't work - why we're too late47:01 What keeps Bill up at night - societal breakdown and wealth bifurcation50:09 Optimism in human ingenuity despite challenges51:10 Quick take on gold - the one financial antidote

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger Picture GM is starting to realize that manufacturing out of the US is not going to work, they are now making plans to bring back manufacturing into this country.Trump has cut 25% of the IRS more cuts are coming.Too Late is destroying the housing market.Fake info about Powell resigning, markets didn't flinch. Trump made deal with Japan. Trump is thinking about removing capital gains tax for houses. Trump and the patriots have put out the bait and Obama took it. They tried to spin the story that it was fake. Tulsi then dropped additional information that was declassified showing Obama orchestrated the entire Russian Collusion Hoax. Trump is now preparing the public, he is exposing the entire agenda to the people of the US. The people will see everything is connected and they accept arrests. [DS] players feeling pain every step of the way.   Economy GM Slides 7% After Beating Q2 Earnings Despite $1 Billion Tariff Hit, Warns of Steeper Impact Ahead General Motors reported second-quarter earnings that surpassed analyst expectations, even as the automaker absorbed a $1.1 billion hit from tariffs - but it also warned about a coming steeper impact from tariffs moving into the second half of the year. In her letter to shareholders, CEO Mary Barra emphasized GM's resilience, stating:   To strengthen its domestic manufacturing base and reduce import exposure, GM announced $4 billion in new U.S. factory investments in June. The plan will expand capacity by 300,000 units across key high-margin models — pickups, SUVs, and crossovers — at plants in Michigan, Kansas, and Tennessee. “This will help us satisfy unmet customer demand, greatly reduce our tariff exposure, and capture upside opportunities as we launch new models,” Barra wrote. Currently, GM imports about half the vehicles it sells in the U.S., primarily from Mexico and South Korea. In contrast, rival Ford produces about 80% of its U.S. vehicles domestically. Ford is expected to report second-quarter earnings next week. Meanwhile, Stellantis, which owns Jeep, said tariffs cost it €300 million in the first half of the year and warned that results in the second half of 2025 will be significantly affected. Shares in Stellantis and Ford both fell about 1% on Tuesday morning. Source: zerohedge.com https://twitter.com/ElectionWiz/status/1948028438495088828 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");  https://twitter.com/Kalshi/status/1947726659366388036 https://twitter.com/KobeissiLetter/status/1947976587879534937 Canada Accepts They're Not Going to Get a Trade Deal Before 35% Tariffs Kick In   Trump is simply waiting for the USMCA timeline to trigger a renegotiation. President Donald Trump is ambivalent to the trade partnership with Canada. This moot-status reality is why there's no substantive engagement. ‘No deal' -until USMCA redo- is a win for President Trump. The United States-Mexico-Canada Agreement (USMCA) is set to expire on July 1, 2036, 16 years after its entry into force on July 1, 2020, unless all three countries agree to extend it for another 16-year term. A joint review is scheduled for July 1, 2026   in July 2026, during the scheduled joint review of the USMCA,

News of crypto company's IPO plans comes months after reports that BitGo was considering a listing, and days after President Donald Trump signed into law a trio of crypto-related bills, kicking off a wave of optimism about the digital asset sector. China is now gearing up for it's first-ever signs of easing up it's crackdown on cryptocurrencies. We breakdown four major companies that may create an IPO boom.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:17 Sponsor: Tangem00:42 China market funds01:00 One Trillion Incoming01:15 Guotai Junan International01:33 China Softening thanks to Stablecoin Bill02:44 Crypto IPO floodgates are opening soon03:45 Ripple IPO next?04:00 Escrowed XRP04:21 Hong Kong sandbox04:34 China will allow RMB to get slutty05:36 RMB liquidity05:55 Standard Charter x Ripple 06:20 Standard Charter knows something06:36 BNY already tokenizing funds06:55 BNY x Ripple07:00 Mainland China stablecoin might be allowed08:10 Animoca Brands IPO08:35 Yat Siu: Animoca Delisting made it more powerful09:30 Free NFTs & Tokens10:25 Tradfi buying NFTs11:00 Animoca Pudgy Treasury11:20 PUDGY CHART 10X!11:45 Luca Netz: $PENGU will flip Dogecoin12:50 NFT's outperform staked ETH13:05 Kalshi valuation vs Polymarket IPO13:20 Polymarket returns to the U.S., what next?14:10 Polymarket Stablecoin14:55 Outro#XRP #Crypto #pudgypenguins ~MEGA Crypto IPO's Incoming

Rob Pizzola and the team from The Hammer Betting Network dive deep into the latest news and drama making waves on Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week with Geoff Fienberg, Kirk Evans, and Jacob Gramegna. In today's show, we discuss the controversy surrounding WNBA salaries and the league's supposed beef with Caitlin Clark, how to make a life hedge on Kalshi, possibly the worst tweet in Galmbling Twitter history and much more. Whether you're here for the insights or just the entertainment, don't miss this lively discussion on the hottest topics in the betting community on Circle Back, the latest show on The Hammer Betting Network, part of Circles Off and proudly presented by Kalshi.

Nick Maggiulli, COO at Ritholtz Wealth Management and author of "The Wealth Ladder," presents his data-driven framework for understanding wealth progression. He explains his six-level wealth ladder system (from under $10K to over $100M) and introduces the 0.01% spending rule for lifestyle decisions. Maggiulli emphasizes focusing on controllable factors rather than macro predictions, shares his personal journey from working-class background to level four wealth through consistent content creation, and discusses why different strategies are needed at each wealth level. He advocates for the "just keep buying" approach for level three investors while acknowledging that business ownership becomes necessary to reach level five.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks:The Wealth Ladder: https://www.amazon.com/Wealth-Ladder-Proven-Strategies-Financial/dp/0593854039/X: https://x.com/dollarsanddataOf Dollars and Data: https://ofdollarsanddata.com/Timestamps:0:00 Welcome and introduction - Nick's return to the show1:19 Big picture outlook - focusing on individual control vs macro3:14 Death of the Amex lounge - rise of the upper middle class7:21 The wealth ladder framework - six levels explained10:06 Spending framework - the 0.01% rule13:03 Income vs wealth-based spending decisions17:11 Nick's personal journey through the wealth levels19:37 Building through content creation and consistency23:22 Stanford experience and class differences26:07 Progressing from level three to four - just keep buying28:41 The book as guide and warning - when is enough enough?30:20 Money and happiness - the logarithmic relationship32:44 Just keep buying framework at all-time highs36:45 Why Nick owns Bitcoin - the 5% allocation40:39 Final thoughts - importance of income across wealth levels

Fraser is joined by Jared Quay Campbell to start a new segment called Kalshi Korner... it may or may not survive past episode one.Kalshi is an app taking the world by storm where you can bet on anything going on in the world from culture to politics to sports to current events to music to movies & everything in between.Fraser and Jared go over their favorite bets of the week and discuss all that is going on in the world.

The dog days of summer they aren't for the North American gaming industry, especially south of the border. Hence, our motivation to get Saam Hafezi and Shawn Fluharty back on the Gaming News Canada Show this week. Fluharty, the head of government affairs for Play'n Go, has been busy in recent weeks with his appearance at the G7 Canada Brain Economy Summit's forum on responsible gaming and gambling policy, and at an at-times contentious National Council of Legislators from Gaming States conference. That gathering prompted some fireworks with a legal beagle from Kalshi, as its presence in the betting gaming is setting off alarm bells and court battles in the U.S. So, we asked Fluharty for his takeaways from the G7 forum in Calgary, and the NCLGS event. He was joined by Hafezi, the North American regional director for Play'n Go, to discuss the online games supplier's ongoing business in Ontario, its partnership with Loto-Quebec, and their thoughts on the to-come open market in Alberta. Given the focus on responsible gambling measures in both Canada and the U.S. these days, we also asked Hafezi and Fluharty how their company is contributing to the RG conversation. Hosted on Acast. See acast.com/privacy for more information.

Enjoy my live reaction to watching Kevin Holland go down at UFC 318. The Anchor moves to 8-2 and I hope you enjoy my pain. Follow me!Twitter (x): @DieHardMMAPodInstagram: https://www.instagram.com/diehardufc/Facebook: https://www.facebook.com/DieHardMMAPodcastBlueSky: @diehardmmapod.bsky.social► Spectation Sports https://spectationlink.com/DIEHARD Promo Code: DIEHARD for 20% off ► Die Hard MMA Merch: https://die-hard-mma-podcast-merch.myspreadshop.com/all► Kalshi: http://kalshi.com/ufc Promo Code DIEHARD when you sign up and you'll receive $10 when you trade $100!

Grab your tin foil hat and get in here LIVE!! Lets take one final look at the fighters for UFC 318 and try to make some money!!Follow me!Twitter (x): @DieHardMMAPodInstagram: https://www.instagram.com/diehardufc/Facebook: https://www.facebook.com/DieHardMMAPodcastBlueSky: @diehardmmapod.bsky.social► Spectation Sports https://spectationlink.com/DIEHARD Promo Code: DIEHARD for 20% off ► Die Hard MMA Merch: https://die-hard-mma-podcast-merch.myspreadshop.com/all► Kalshi: http://kalshi.com/ufc Promo Code DIEHARD when you sign up and you'll receive $10 when you trade $100!

The Circle Back crew of Jacob Gramegna, Joey Knish, Chris Dierkes & Chinamaniac dive deep into the latest and greatest news and drama from Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week. Today's show discusses Astronomer's CEO Andy Byron getting caught with his CPO at a Coldplay concert, Michael Mizrachi's WSOP win, Grant Horvat's decision to bail on a PGA Tour event, and much more.

(1) John Martin schools Brad on how you can bet using Kalshi on the CEO from Astronomer leaving company (2) Dame Lillard, the Blazers, Bucks, Orlando and NBA Moves (3) Drew Hill from the Daily Memphian in-studio on NBA Summer Grizzlies games

Rob Pizzola and the team from The Hammer Betting Network dive deep into the latest news and drama making waves on Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week with Geoff Fienberg, Jason Cooper, and Jacob Gramegna. In today's show, we go discuss the World Series of Poker's decision to ban William Kassouf, the week of Jeff Nadu, the worst New York Times article we have ever seen, and much more. Whether you're here for the insights or just the entertainment, don't miss this lively discussion on the hottest topics in the betting community on Circle Back, the latest show on The Hammer Betting Network, part of Circles Off and proudly presented by Kalshi.

Happy Monday Degenerates!! Its a PPV fight week and we are talking about the BFM belt. Join us to preview UFC 318 from a gambling perspective!!Guest: JamesTwitter (x): @LucrativeJamesFollow me!Twitter (x): @DieHardMMAPodInstagram: https://www.instagram.com/diehardufc/Facebook: https://www.facebook.com/DieHardMMAPodcastBlueSky: @diehardmmapod.bsky.social► Spectation Sports https://spectationlink.com/DIEHARDPromo Code: DIEHARD for 20% off ► Die Hard MMA Merch: https://die-hard-mma-podcast-merch.myspreadshop.com/all► Kalshi: http://kalshi.com/ufcPromo Code DIEHARD when you sign up and you'll receive $10 when you trade $100!0:00 Intro 12:25 Carli Judice vs Nicolle Caliari23:11 Brunno Ferreira vs Jackson McVey37:03 Ryan Spann vs Łukasz Brzeski49:22 Jimmy Crute vs Marcin Prachnio1:06:00 Adam Fugitt vs Islam Dulatov1:17:35 Ateba Gautier vs Robert Valentin1:28:20 Francisco Prado vs Nikolay Veretennikov1:38:52 Marvin Vettori vs Brendan Allen1:50:21 Kyler Phillips vs Vinicius Oliveira1:59:10 Michael Johnson vs Daniel Zellhuber2:09:36 Dan Ige vs Patricio Pitbull2:19:11 Kevin Holland vs Daniel Rodriguez2:27:21 Paulo Costa vs Roman Kopylov2:35:55 Max Holloway vs Dustin Poirier

Henrik Zeberg, head macro economist at SwissBlock, warns that markets are approaching a historic "blow-off top" with the S&P 500 potentially reaching 6,700-6,900 before a devastating crash. Using his business cycle model, he argues we've already hit the "Titanic moment" - where leading indicators have collapsed while markets surge to bubble extremes. Zeberg predicts this "Everything Bubble" will lead to a deflationary crash potentially worse than 2008, followed by a stagflationary period in 2026-2028. He criticizes the Federal Reserve for massive policy errors, focusing on backward-looking inflation data while ignoring consumer distress and housing market deterioration. Despite being long Bitcoin (targeting $150K-$180K), he warns it could crash 80% and sees parallels to subprime risks in corporate treasuries loaded with crypto.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks: X: https://x.com/HenrikZebergSubstack: https://henrikzeberg.substack.com/p/final-warning-the-emperors-new-clothes0:00 Welcome Henrik Zeberg0:43 Macro framework and business cycle model3:29 Titanic moment explained6:09 Blow-off top targets (S&P 6,700-6,900)8:06 Trading vs investing in this environment9:30 Market signposts to watch11:21 Post blow-off top scenario14:30 How sharp will the decline be?18:00 Prediction markets showing 20% recession odds18:54 Liquidity vs solvency problem23:03 Federal Reserve policy errors26:21 Fed credibility problems29:11 What to ask Powell at FOMC31:09 Will the Fed cut rates in 2025?33:08 Bitcoin analysis and bubble concerns37:30 Bitcoin as subprime risk40:01 Gold outlook and inflation narrative42:45 The "Everything Bubble" thesis48:13 How to protect yourself51:16 Final thoughts and where to find Henrik

The Circle Back crew of Jacob Gramegna, Joey Knish, Chris Dierkes & Porter of BAanalytics dive deep into the latest and greatest news and drama from Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week. In today's show, we discuss how low the bar is for partnerships in sports betting, the worst of the worst in pick selling, the momentum of the Fair Bet Act and so much more.

Katie and Matt talk about dreams, Jane Street's Indian options trade, XAI, Tesla governance, sports gambling and prediction markets.See omnystudio.com/listener for privacy information.

New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 273 to discuss the markets and the economy.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Twitter/X: https://twitter.com/Convertbond Bear Traps Report: https://www.thebeartrapsreport.com/00:00 Introduction: Larry McDonald, founder of the Bear Traps Report00:47 Getting long high beta names in April, now lightening positions02:18 Add high beta into fear/panic, lighten into complacency 04:11 Warning about "Liz Truss moment" for America - bond panic scenario 06:38 Debt ceiling suspension creates $1.7 trillion bond issuance catch-up 08:04 Bessent's "bag of tricks" to fight bond vigilantes 09:33 Dollar counter-trend rally from front-end Treasury issuance 11:41 Mechanics of dollar rally: need dollars to buy Treasuries 13:53 Emerging market bonds outperforming long-term Treasuries 16:14 Question whether "bag of tricks" arrives on time to help bonds 17:05 Financial repression explanation: suppress rates below inflation18:40 Bond vigilantes back despite Bessent's interventions 19:35 Commodities renaissance: copper names up 200-300% over 5 years21:51 New portfolio construction: gold, copper, uranium, lithium miners24:08 Risk: banks exposed to $5 trillion in commercial real estate debt25:09 Jamie Dimon and Buffett selling banks at "alarming pace" 26:31 Optimistic on lithium trade and Chile election outcome 26:55 Expecting 100 basis points in rate cuts due to debt burden 28:12 Coal names oversold, offshore drilling opportunities30:00 Closing remarks

Rob Pizzola and the team from The Hammer Betting Network dive deep into the latest news and drama making waves on Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week with Geoff Fienberg, Kirk Evans, and Jacob Gramegna. In today's show, we go further into the impact of the One Big Beautiful Bill on sports betting, Dina Titus' plans to try to amend the bill, the state of Major League Baseball content and betting, and much more. Whether you're here for the insights or just the entertainment, don't miss this lively discussion on the hottest topics in the betting community on Circle Back, the latest show on The Hammer Betting Network, part of Circles Off and proudly presented by Kalshi.

Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, returns to the show. He argues the Fed is "clearly late" in addressing a commercial real estate nightmare while consumer credit remains quiet, creating a "silent recession" ignored by markets. He warns the "Big Beautiful Bill" will drive inflation higher despite Trump's demands for rate cuts, with Treasury Secretary Bessent's shift to T-bill issuance representing a "last resort before default." Whalen predicts NYC mayoral candidate Mamdani will win and destroy real estate values with rent freezes, while inflation radicalizes politics nationwide. He advocates for gold as central banks abandon dollars, positioning in short-term treasuries and bank preferreds, and warns America needs an Argentina-style "Milei moment" crisis to force real change.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks:    Twitter/X: https://twitter.com/rcwhalen    Website: https://www.rcwhalen.com/    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/   Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Timestamps:00:00 Introduction: Chris Whalen00:59 Fed is "clearly late" - commercial side is a nightmare02:31 Fed late but no rate cuts coming soon due to fiscal deficits 04:28 Big beautiful bill will cause higher inflation and long rates 06:48 Silent recession in commercial real estate and private credit 09:18 NYC mayoral race: Mamdani 70% chance, will freeze rents 11:40 Wealthy exodus from NYC unlikely - condos vs. rentals 13:00 Inflation radicalizing Democratic Party politics 14:23 America needs Argentina "Milei moment" when crisis hits 16:13 Bessent switching to T-bills - last resort before default 19:17 Trump mismanaging relationship with Powell 20:45 Bank sector: deflation in lending, lack of credit demand 22:35 Private equity "train wreck" ignored by Fed stress tests 24:10 Dollar decline signals gold returning as reserve asset 25:30 Physical gold vs. ETFs discussion 27:12 Portfolio positioning: gold, bank preferreds, short-term treasuries29:51 Housing volumes down 20-25%, lock-in effect persists 32:02 Southern overbuilding compressing million-dollar homes 35:20 Warning about market reaction to big beautiful bill

On today's podcast episode, we discuss the second biggest digital ad player's (Meta) vision for the future of ads, if it will lead to money saved or more commercials, and why the 30-second AI-made TV ad for Kalshi matters more than most. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Briefings Jeremy Goldman, and Principal Analyst Yory Wurmser. Listen everywhere and watch on YouTube and Spotify.   To learn more about our research and get access to PRO+ go to EMARKETER.com Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com  For a transcript of this episode click here: https://www.emarketer.com/content/podcast-ai-ads-2k-meta-kalshi-reimagined-ad-world-behind-numbers © 2025 EMARKETER

The Circle Back crew of Jacob Gramegna, Joey Knish, Chris Dierkes & Mr. PeanutBettor dive deep into the latest and greatest news and drama from Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week. In today's show, we discuss President Donald Trump's Big Beautiful Bill, which threatens the existence of sports betting in the United States of America, Joey Chestnut's return to the 4th of July's Nathan's Famous Hot Dog eating contest and much more. Whether you're here for the insights or just the entertainment, don't miss this lively discussion on the hottest topics in the betting community on Circle Back, the latest show on The Hammer Betting Network, part of Circles Off and proudly presented by Underdog.

Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, we're joined by Jon Charbonneau and Ryan Watkins to unpack the bombshell news of Robinhood Chain—an Arbitrum-based network debuting tokenized U.S. stocks, 3× crypto perps, and that head-scratching $500 K liquidity cap. From riffing on whether proof-of-stake yields are just “money in a box,” to debating Solana's first U.S. staked ETF, to sizing up the looming perp wars between Robinhood and Coinbase, the crew maps a common thread: corporate chains and regulatory work-arounds are colliding with crypto's decentralization ideals, forcing builders, traders, and even ETF hawks to rethink where real security, fairness, and opportunity will live next. Show highlights

Meredith Whitney, CEO of Meredith Whitney Advisory Group, returns to The Julia La Roche Show to discuss her outlook on a bifurcated economy where 52% of households are entering their second recession since COVID stimulus ended, while high-end consumers continue driving economic growth. Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: https://meredithwhitneyllc.com/Timestamps:0:00 Intro 0:54 Macro outlook and consumer segmentation 2:37 Recession expectations for Main Street 4:19 Market distortions and wealth effects 4:51 Dollar stores as economic indicator 6:17 Dollar store vs Walmart consumer dynamics 7:57 Trading down narrative discussion 8:26 Segmented recession clarification 8:54 Housing market outlook 9:23 Worst housing market in decades 11:12 Senior demographics and aging in place 12:32 First-time homebuyer challenges 14:25 Housing bubble discussion 15:29 Avocado toast generation (24-38 age group) 17:09 Experiential spending and lifestyle patterns 19:53 Nation's fiscal picture and debt concerns 22:44 Interest rates and Treasury market risks 24:31 Fed's impossible situation with stagflation 25:42 Rate cut predictions 27:04 Underappreciated risks and Treasury concerns 28:30 Home equity as "get out of jail free card" 30:15 Where to find Meredith's work and closing thoughts

Rob Pizzola and the team from The Hammer Betting Network dive deep into the latest news and drama making waves on Gambling Twitter. From controversial takes to unexpected betting strategies, we're breaking down all the must-know moments from the week with Geoff Fienberg, Jason Cooper, and Jacob Gramegna. In today's show, we discuss the latest NBA betting scandal with Malik Beasley, Zohran Mamdani's mayoral candidacy in New York City, knee braces and much more. Whether you're here for the insights or just the entertainment, don't miss this lively discussion on the hottest topics in the betting community on Circle Back, the latest show on The Hammer Betting Network, part of Circles Off and proudly presented by Underdog.

David Rosenberg, founder and president of Rosenberg Research, believes recession odds are higher than 2022 despite nobody expecting one, pointing to Fed staff forecasting 50% recession probability and the most downbeat Beige Book since 1980. Rosenberg criticizes Powell for calling the economy "solid" while real GDP has been negative sequentially in 2 of the past 3 months and survey data suggests 1% contraction. He highlights a major market dichotomy with stocks up 24% while the dollar is in an 11% bear market, suggesting something is fundamentally wrong. The housing market faces a negative wealth effect as supply-demand gaps widen and prices start cracking.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: https://rosenbergresearch.com/https://x.com/EconguyRosieTimestamps: 00:01 - Introduction: Dave Rosenberg, founder and president of Rosenberg Research 00:49 - "Meat grinder roller coaster ride" - elevated policy uncertainty02:15 - Tail risks removed: no trade war, regional conflict, or fiscal cliff05:35 - S&P 500 multiple expansion: 18 to 22 in three months (4 sigma event) 08:30 - Housing market in "huge state of disarray" - prices starting to crack11:22 - Survey data consistent with economy contracting at 1% annual rate13:20 - Real GDP negative sequentially in 2 of past 3 months 15:24 - Nobody talking about recession despite higher odds than 202218:18 - Recession probabilities are binary - "zero or 100, not 60% pregnant" 21:18 - Mistakes from 2022-2023: didn't anticipate fiscal stimulus scale25:34 - Big beautiful bill not stimulative - just extending status quo 28:20 - Housing supply-demand gap widening, negative wealth effect coming32:42 - S&P 500 became growth index, small caps still in correction 36:00 - Fed staff said recession odds equal to GDP baseline forecast (50%)38:56 - Beige book: economy declining slightly, more downbeat than 200744:32 - Powell calling economy "solid" despite weak data - credibility issue48:04 - Fed damaged by "transitory" mistake, protecting legacy 55:17 - Next Fed Chair speculation: wants someone he can "push around"59:04 - US dollar down 11% in bear market while stocks up 24% 01:04:13 - Closing: importance of liquidity and diversification

This week, we're diving into the accelerating convergence of traditional finance and crypto, headlined by the groundbreaking news that Fannie Mae and Freddie Mac are considering accepting crypto as valid assets for mortgage applications. This, combined with Circle's recent application for a U.S. bank charter, signals a major shift in how digital assets are integrated into the core financial system.The macro landscape is dominated by the Federal Reserve, as we analyze recent comments on stablecoins from Chair Powell and explore the crucial discussion around his potential replacements and what their policy stances could mean for crypto's future. We also provide updates on the “One Big Beautiful Bill” and the looming July 9th tariff deadline, all ahead of this week's key Non-Farm Payrolls report on Thursday.We then turn to corporate strategy, where new crypto treasury products are launching from Bitmine Immersion Tech and TAO Synergies. In fundraising, we focus on the explosion in prediction markets, highlighted by massive  funding rounds for Polymarket at a $1 billion valuation and Kalshi at a $2 billion valuation.Finally, we have a slate of major updates from Coinbase. The exchange has secured its full MiCA license in Europe, a milestone that unlocks access to all 27 EU member states. For U.S. traders, perpetual-style futures are set to launch on July 21st, and in Australia, Coinbase has integrated PayPal as a new payment method.Topics Covered:Macro & Policy Deep Dive:Powell's recent stablecoin commentary.The debate over potential Fed chair replacements and their crypto impact.Updates on the “One Big Beautiful Bill,” Iran, and the July 9th tariff deadline.U.S. rates outlook.TradFi & Crypto Convergence:Fannie Mae & Freddie Mac considering crypto for mortgage applications.Circle's application for a U.S. bank charter.New crypto treasury strategies driven by FASB accounting changes.Tokenized equities launching on Arbitrum.Fundarising:The boom in prediction markets: Polymarket ($1B valuation) & Kalshi ($2B valuation) secure massive funding.Coinbase: Global Expansion & Product Innovation:Securing a landmark MiCA licence for the entire 27-member European Union.Upcoming launch of perpetual-style futures in the U.S. (July 21st).Integration of PayPal as a payment method in Australia.Upcoming Catalysts:Non-Farm Payrolls report on Thursday (July 3rd) due to the holiday.    

This week, David and guest co-host Tom Schmidt (Dragonfly) unpack a deceptively quiet crypto market with Bitcoin dominance hitting 66% and altcoins eerily still. What meta could flip the trend? They dive into Circle's explosive 10x IPO, Robinhood's surprise crypto surge, and why Coinbase is finally catching up. Plus: the Kalshi vs. Polymarket drama, ICOs creeping back, and how meme coins might soon help you get a mortgage. Also: Vitalik's Layer 1 pivot, prediction markets heating up, and signs of a new retail cycle forming. Tom Schmidt & Chopping Block https://x.com/tomhschmidt https://x.com/_choppingblock https://x.com/dragonfly_xyz ------

Today's show:EVs are igniting a global tariff war, and Xiaomi's shockingly cheap, high-quality electric cars threaten to obliterate Western automakers, sparking fears of a manufacturing wipeout. In today's brand-new TWiST, Jason and Alex dive into the EV price war, Uber's rumored plan to team up with Travis Kalanick on a self-driving takeover, and DoorDash's mega-drones giving us a glimpse of the future of food delivery. Plus, Tesla's cautious safety driver rollout shows we're only in the early innings of the autonomous revolution, a consideration of Meta's talent shopping spree, AND a new edition of Reddit Rapid Response. Don't miss this deep dive into the future of cars, delivery, and AI.Timestamps:(02:24) Guess who's BACK at Uber? On the Travis Kalahnik-Pony AI deal.(10:43) Superpower - Visit superpower.com/twist to get $50 off your membership. This offer is only for the first 100 twist listeners who sign up.(17:24) All the huge opportunities for Kalshi, PolyMarket and prediction markets(19:44) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(25:37) TODAY'S POLYMARKET: How well will Apple's “F1” do at the box office?(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(31:58)What actually IS AGI? And why does it matter for the Microsoft-OpenAI negotiation?(45:57) Inside Meta's massive Superintelligence shopping spree: maybe it's not so crazy to pay AI experts $100M?(01:05:15) Reddit Rapid Response: Can you be a great founder if you hate doing cold sales?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:43) Superpower - Visit superpower.com/twist to get $50 off your membership. This offer is only for the first 100 twist listeners who sign up.(19:44) Lemon.io - Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Join Michale, Mike, Yano and Santi on stage and LIVE from PERMISSIONLESS IV as they break down crypto's breakout moment for this week's roundup! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Michael - https://x.com/im_manderson Follow Mike - https://x.com/MikeIppolito_ Follow Santi - https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- Get up to speed on the biggest stories in crypto each week. In five minutes. Get the Bitwise Weekly CIO Memo delivered directly to your inbox at bitwiseinvestments.com/ciomemo/empire -- Ledger, the global leader in digital asset security, proudly sponsors Expansion! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (₿apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC's utility to DeFi. Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz Chapters: (00:00) Intro (01:25) The Growth of Prediction Markets (04:11) Polymarket vs Kalshi's Business Models (09:32) Ads (Geodnet, Bitwise) (11:08) Is Crypto Forming Its Own Mag 7? (19:16) Ads (Geodnet, Bitwise) (20:53) Global Capital Pools and the State of Venture (30:21) Bitcoin Dominance Is Up Only (36:21) Ads (Ledger, Citrea) (37:52) Verifiable Apps and the Effectiveness of the DAO (40:56) How to Play the Stablecoin Boom — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Luke Gromen, founder of FFTT, joins the Julia La Roche Show for episode 269 for his latest macro update. Gromen argues the US government is in fiscal dominance, spending over 100% of tax receipts on entitlements and interest payments alone. He says Fed Chair Powell faces a binary choice between crushing the dollar through inflation or crushing the bond market through higher rates. Gromen notes that funding currency relationships between the yen and dollar have broken down, signaling both central banks are cornered. He advocates getting out of government bonds and into hard assets like gold and Bitcoin, predicting that retail investors holding long-term Treasuries will be the biggest losers. Gromen believes Trump officials are "begging" for rate cuts because they know the fiscal math doesn't work without negative real interest rates.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: website: https://fftt-llc.com/ Twitter/X: https://twitter.com/lukegromen00:00 Introduction and welcome back Luke Gromen01:01 Funding currency relationships breaking down 07:58 Meta trade: exit government bonds, buy hard assets 12:27 Gold still early - central banks driving demand 14:47 Trump officials begging for rate cuts - Fed cornered 16:56 Stablecoin plan requires much higher Bitcoin 20:33 Dollar/bond correlations broken - foreigners selling Treasuries 27:11 Powell's binary choice: crush dollar or bonds 34:14 Fiscal dominance: interest expense >95% of receipts 37:08 DOGE failed - needed dollar devaluation first 39:25 Portfolio: overweight gold, Bitcoin45:18 Two scenarios: Powell cuts vs. doesn't cut rates 48:54 Retail investors stuck holding long-term bonds 52:04 Closing remarks

Send us a text00:00 - Intro00:53 - Harvey Eyes $5B Primary Valuation Amid Legal AI Surge01:58 - Wealthfront Preps IPO After Strong $290M Revenue02:42 - Snyk Acquires Invariant to Secure AI Risks03:47 - PlayAI In Acquisition Talks With Meta04:46 - OpenAI and Microsoft Clash Over AGI Clause06:12 - Kalshi Hits $2B Primary Valuation Amid Legal Wins07:00 - Polymarket Nears $1B Valuation With $200M Raise07:49 - Melio Acquired by Xero at $2.5B

Michael Pento, president and founder of Pento Portfolio Strategies (PPS), joins Julia La Roche on episode 268, warning of a coming "grand reconciliation" where credit, stock, and real estate bubbles will burst. He argues the US debt is unsustainable, with the next recession triggering $4-6 trillion annual deficits. Pento predicts Trump will replace Powell with an "obsequious sycophant" in May 2026 who will slash rates to zero, causing long-term rates to spike and creating a "debt death spiral." He recommends hard assets like gold and platinum, which he expects will "scream higher" in 2026, and emphasizes the critical importance of active management to navigate the coming crisis.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: https://pentoport.com/ https://twitter.com/michaelpento0:00 Intro and welcome Michael01:01 - Macro picture06:16 - Grand reconciliation coming: debt, real estate, stocks 11:27 - Case for platinum and gold - platinum breakout 14:32 - Hard assets will "scream higher" in 2026 17:11 - Fed should be defunct - market should set rates 22:08 - Next recession: deficit jumps to $4-6 trillion 25:21 - US debt32:29 - 202634:38 - Next Fed chair will be "obsequious sycophant" 38:03 - Closing remarks

This week, we're talking AI creative, product page testing, and Shopify updates - plus, we're joined by Steve Rekuc from Common Thread Collective who walks us through how he built the Spending Power metric at CTC, what it tells us about shifting consumer demand, and how brands can use it to adjust spend and planning month to month. We also dig into seasonality vs macro-driven variability, and why awareness of your environment is key to making smarter decisions.We also discuss the viral Kalshi ad and discuss how we're approaching AI tools for creative development, from visual quality to concept support. We also talk about recent PDP testing wins, what changed, and how to think about the structure of your product pages going into peak season.Want to submit your own DTC or ecommerce marketing question? ⁠Click here⁠.00:00 Introduction02:57 Analytics Reporting and Year-Over-Year Comparisons07:12 Data Warehousing and Shopify Analytics10:54 AI in Marketing and Creative Strategies16:53 Consumer Confidence and E-commerce Predictions23:00 Insights from Common Thread Collective34:20 Understanding Spending Power37:14 Incrementality Testing for Marketing Efficiency40:01 Seasonality and Brand Performance43:41 Predicting Future Spending Power46:59 Consumer Confidence and Spending Trends49:47 Insights from Data for Brand Strategy52:27 Iterating on Product Design and User ExperienceKalshi Ad: https://x.com/PJaccetturo/status/1932893260399456513Steve's X Thread: https://x.com/RSteveData/status/1931107166792159711Episode 64 with Dylan Anders:YouTube: https://youtu.be/QJvj3z68rbE Spotify: https://open.spotify.com/episode/3iwer8FNwuwzDDnAV5X7JV?si=ab23e70a86404639Powered by:Motion.⁠⁠⁠https://motionapp.com/pricing?utm_source=marketing-operators-podcast&utm_medium=paidsponsor&utm_campaign=march-2024-ad-reads⁠⁠⁠https://motionapp.com/creative-trendsPrescient AI.⁠⁠⁠https://www.prescientai.com/operatorsRichpanel.⁠⁠⁠https://www.richpanel.com/?utm_source=MO&utm_medium=podcast&utm_campaign=ytdescAftersell.https://www.aftersell.com/operatorsHaus.http://Haus.io/operatorsSubscribe to the 9 Operators Podcast here:https://www.youtube.com/@Operators9Subscribe to the Finance Operators Podcast here: https://www.youtube.com/@FinanceOperatorsFOPSSign up to the 9 Operators newsletter here: https://9operators.com/

Today, we're talking about how Blank Street Coffee built a $500 million dollar empire, “Lower East Side Dimes Boy” matcha personas, fellas…, the founder of an Erewhon-adjacent grocery store in Tribeca is letting his “fans” stock the shelves, and betting markets like Kalshi and Polymarket are letting you bet on the end of the world. Hosted on Acast. See acast.com/privacy for more information.

Dolph Lundgren pulls up and the boys go deep—Viagra talk, Warhol stories, and that time he almost starred in Gladiator. They kick things off with a Sandler sighting at the club, debate the confidence of gay men, and take some wild swings at modern fashion. Dolph opens up about his return to the big screen, Nordic tours, and directing behind the camera. Plus, they relive ‘90s Simpsons gems, sip classic cocktails, and pitch cold plunge setups that'll piss off your landlord. Sponsored by:

AI Filmmaker PJ Accetturo, breaks down his recent AI commercial for Kalshi, which only cost a total of $2,000.Accetturo explains how AI video generation tools can cut production costs by 95%, opening new opportunities for the entertainment and advertising industries. Accetturo also talks about the potential rise of independent content studios as the cost barriers for film and TV begin to fall. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures.Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.

We're just a couple weeks away from Tesla's Q2 delivery report. Prediction market Kalshi is estimating deliveries of 358,000 for the quarter (would represent a 19% decline from 444,000 in Q2 last year). But the truth is ... no one seems to care about Tesla's deliveries. All eyes are on the Robotaxi launch coming late in June (tentatively). The new metric to focus on will be Robotaxi Rides not Cars Delivered. We are entering a new era for Tesla!

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George Goncalves, Head of U.S. Macro Strategy at MUFG, join Julia La Roche in-studio on FOMC day, where they break down the Fed's decision to leave rates unchanged, the state of the economy, and the interest rate outlook.Sponsors: Monetary Metals: https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/julia Links: https://www.mufgresearch.com/ George's Twitter/X: https://x.com/bondstrategist QI Research: https://quillintelligence.com/subscriptions/ Danielle's Twitter/X: https://twitter.com/dimartinobooth Substack: https://dimartinobooth.substack.com/ YouTube: https://www.youtube.com/@UCYPBim2ARV9Yrqci0ljokFA Fed Up: https://www.amazon.com/Fed-Up-Insiders-Federal-Reserve/dp/073521165500:00 - Danielle: Fed "willfully blind" to economic reality 02:52 - Record 5.3% of Americans working multiple jobs 05:00 - Real unemployment is 4.5-4.6%, not reported 4.2% 08:07 - Debate: Is the Fed being political? 10:00 - George: "More than one economy" - rates hurting different groups 16:28 - Net worth declined via both stocks and real estate in Q1 21:57 - Interest expense is fastest growing budget item 26:06 - Next Fed Chair prediction: Waller, Warsh, Bessent front-runners 32:12 - Corporate bankruptcies highest since 2010 38:49 - Danielle: US entered recession Q1 2024, back in one now 40:26 - Top 10% of earners drive 49.7% of consumption 43:52 - What keeps them up at night: False sense of security

Rick Rule, president and CEO of Rule Investment Media and co-founder of Battle Bank, joins the Julia La Roche Show for episode 266 for his quarterly appearance. In this episode, Rule predicts the US dollar will lose 75% of its purchasing power over the next decade, similar to the 1970s crisis. He explains that $130 trillion in total government liabilities against $141 trillion in private wealth creates unsolvable math that can only be resolved through inflation. Rule calls Trump's presidency a failure, dismissing DOGE as fiction and tariffs as harmful taxes. He believes the US is already in recession based on oil prices and recommends gold (potentially $10,000+), uranium, and copper investments. Drawing parallels to 1968-1980, Rule expects 10-12 years of economic difficulty but says America's culture will survive. His main message: individuals must prepare financially because government support systems are unsustainable.Sponsors: Monetary Metals. ⁠https://monetary-metals.com/julia⁠ Kalshi: ⁠https://kalshi.com/juliaSymposium: https://registration.allintheloop.net/register/event/rick-rule-symposium-2025-ccha?via=juliaTimestamps:0:00 Welcome and intro00:41 - Rule Natural Resources Symposium (July 7-11, Boca Raton)04:32 - Trump presidency assessment: DOGE failure, tariffs are taxes07:47 - 10-12 years of reckoning ahead, comparing to 1970s crisis09:34 - Prediction: US dollar will decline 75% over next decade11:46 - $130 trillion total debt vs $141 trillion private net worth18:44 - CPI vs real inflation - why the math doesn't work22:55 - Why DOGE was fiction from the start28:51 - Gold moving on purchasing power fears, could hit $10,000+38:43 - Copper supply shortages despite near-term economic weakness40:47 - "I believe we're in a recession" - oil prices signal soft demand44:31 - Fed rate cuts would signal abandoning dollar defense47:12 - Silver phases: gold leads, then generalist investors drive silver explosive moves50:23 - Uranium as "total no brainer" - billion people need electricity54:13 - Next decade different from benign 1982-2022 period55:00 - Personal responsibility: invest in yourself, society won't help

Joel McHale joins Mark and Sam to throw back some drinks and dive into a wild one—swapping stories about Rodney Dangerfield and Paul Reubens, breaking down cancel culture and Demolition Man predictions, and reminiscing on stage life, reality TV chaos, and hair transplant regrets. Plus, Joel dishes behind-the-scenes moments with Seth MacFarlane, Mark Wahlberg, and the highs and lows of being a Hollywood extrovert. Sponsored by:

Shoot us a Text.Episode #1069: Trump eyes higher auto tariffs and axes California's EV rules, Google quietly gains ground with Gen Z shoppers, and an AI-generated NBA Finals ad shows how fast, cheap, and creative the future of advertising can be.Show Notes with links:In a high-energy speech, President Trump proposed raising auto tariffs and celebrated a legislative rollback of California's EV mandates — a double-down on his strategy to protect domestic auto manufacturing and consumer choice.Trump suggested raising auto tariffs above the current 25% level to encourage automakers to produce more vehicles domestically.He pointed to GM's $4 billion investment in U.S. plants as a positive result of existing tariff policies.The President signed legislation last week that rolls back California's zero-emissions vehicle mandate, which would have banned new gas car sales by 2035.Dealer and manufacturer groups applauded the repeal, arguing it protects affordability and nationwide regulatory consistency.“Customers don't want the government telling them what kind of car to buy,” said John Bozzella, CEO of the Alliance for Automotive Innovation.Eleven states, led by California, have filed a legal challenge against the repeal, calling it an overreach that undermines state-level emissions standards.Google is making gains with Gen Z shoppers, chipping away at Amazon's dominance in product search. New data shows young consumers are increasingly turning to Google — not just for browsing, but even when they know exactly what they want to buy.Morgan Stanley data shows a rise in 16–24-year-olds using Google for product research, both general and specificAs of March, 30% of Gen Z shoppers who knew what they wanted still started on Google — up from 21% last fall.Meanwhile, Amazon's share dropped from 41% to 34% over the same period.Analysts suggest Google's generative AI tools, like AI Overviews and Google Lens, may be fueling the shift.“The volume of commercial queries on Google Search has increased with the launch of AI Overviews,” said Google's Chief Business Officer Philipp Schindler.An AI-generated ad made in just two days aired during the NBA Finals, showing how creators can now move faster and cheaper than ever before. Using Google's Veo 3 and a lean workflow, one filmmaker delivered a national commercial at a fraction of traditional production costs.AI filmmaker PJ Accetturo produced a 30-second TV spot for betting platform Kalshi in just two days using Veo 3 and Gemini.His process involved AI-assisted scripting, iterative prompt generation, and rapid video output, yielding 15 usable clips from 300–400 generations.The entire production cost came in at roughly $2,000 — a 95% reduction from traditional ad budgets.Editing was done with tools like CapCut and Premiere, allowing fJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

Professor Steve H. Hanke, professor of applied economics at Johns Hopkins University and the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise, joins Julia La Roche on episode 265 to discuss the economy and his new book "Making Money Work: How to Rewrite the Rules of Our Financial System." Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaIn this episode, Hanke warns of an 80% recession probability by year-end, driven by regime uncertainty from Trump's policy changes and money supply contraction since April 2022. He critiques the Federal Reserve's narrow focus on interest rates while ignoring quantitative tightening and argues for putting money supply and commercial banks back at the center of monetary policy. Hanke explains how Fed policies create wealth inequality by inflating asset prices that benefit the rich, advocating for "neutrality" as the goal of monetary policy. He dismisses Trump's "big beautiful bill" as fiscally irresponsible and calls for a constitutional convention to implement a Swiss-style debt brake. The conversation covers his new book's thesis that monetary policy should focus on money supply growth rather than interest rates, with commercial banks producing 80% of the money supply through lending.Links: Twitter/X: https://x.com/steve_hankeMaking Money Work book: https://www.amazon.com/Making-Money-Work-Rewrite-Financial/dp/139425726000:00 - Introduction of Professor Steve Hanke 01:28 - Regime uncertainty concept and Trump's policy changes 03:52 - Tariffs as taxes on international transactions 06:20 - 80% recession probability by end of year 08:31 - Money supply contraction since April 2022 10:51 - Bubble indicator and market complacency discussion 12:52 - Family call interruption from Dominican Republic 13:24 - Market in bubble territory explanation 16:11 - Federal Reserve critique and FOMC meeting outlook 18:27 - Quantitative tightening vs interest rate focus 19:04 - Three pillars of the book's thesis 25:46 - Neutrality as monetary policy objective 29:30 - How Fed policy creates wealth inequality 32:15 - Catalyst for writing the book 37:09 - "Big beautiful bill" critique and fiscal concerns 42:34 - Swiss debt brake constitutional solution 46:25 - Key prices to watch: gold, 10-year yields, dollar-euro, stocks

Today's blockchain and crypto news Semler Scientific tops 4,000 BTC with fresh buy World Liberty denies claims Binance's CZ was Trump project ‘fixer' Kalshi now accepts Solana Ledn will drop ETH support in favor of BTC-only model. Learn more about your ad choices. Visit megaphone.fm/adchoices