Podcasts about Kauai

Fire crews responded to a brush fire in Waimea around 9PM near mile marker two on Waimea Canyon Drive. A vehicle was seen flipped over near the Palama Street off-ramp backing up traffic in the area. Three 18-year-olds from Kona are facing charges after a weapons investigation on Hawaiʻi Island. See omnystudio.com/listener for privacy information.

Questions are being raised about Hawaii's inmate furlough program and why the state is now launching a review. A popular fast-food chain teamed up with a local nonprofit to help keiki fall in love with reading. Former U.S. Congresswoman Colleen Hanabusa has died at age 74; we look at her decades-long career and lasting impact on Hawaii politics.See omnystudio.com/listener for privacy information.

A city-wide stabbing spree has left one woman dead and another in critical in condition. Former U.S. Congresswoman Colleen Hanabusa died at age 74, a look at her decades-long career and her lasting impact on Hawaii politics. And progress in the ongoing legal push to sort out the multi-billion dollar Maui Wildfire settlement.See omnystudio.com/listener for privacy information.

In the second of our two-part panel discussion from Morgan Stanley's TMT conference, our analysts break down the complexity of financing AI's infrastructure and the technological disruption happening across industries.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome back to Thoughts on the Market, and welcome to part two of our conversation live from the Technology, Media and Telecom conference. I'm Michelle Weaver, U.S. Thematic and Equity Strategist at Morgan Stanley. Today we're continuing our conversation with Stephen Byrd, Josh Baer and Lindsay Tyler. This time looking at financing AI and some of the risks to the story. It's Friday, March 6th at 11am in San Francisco. So yesterday we spoke about AI adoption. And while there's a lot of excitement on this theme, there've also been some concerns bubbling up. Lindsay, I want to start with you around financing. That's another critical component of the AI build out. What's your latest on the magnitude of the data center financing gap, and what role [are] credit markets playing here? Lindsay Tyler: Yeah, in partnership with Thematic Research, Stephen and team, and colleagues across fixed income research last summer, we did put out a note, thinking about the data center financing gap, right? So, Stephen and team modeled a $3 trillion global data center CapEx need over a four-year timeframe. So, in partnership with fixed income across asset classes, we thought: okay, how will that really be funded? And we came to the conclusion that the hyperscalers, the high quality hyperscalers, generate a good amount of cash flow, right? So, there's cash from ops that can fund approximately half of that. But then we think that fixed income markets are critical to fund the rest of the funding gap. And really private credit is the leader in that and then aided by corporate credit and also securitized credit. What we've seen since is that yes, private credit has served a role. There is this difference between private credit 1.0, which is more of that middle market direct lending. And then private credit 2.0, which is more ABF – Asset Based Finance or Asset Backed Finance. And what we see there is an interest in leases of hyperscaler tenants, right? We've also seen in the market over the past nine months or so, investment grade bond issuance by hyperscalers. Obviously, a use of cash flow by hyperscalers. We've seen the construction loans with banks and also private credit per reports. We've also seen high yield bond issuance, which is kind of a new trend for construction financing. We've seen ABS and CMBS as well. And then something new that's emerging in focus for investors is more of a chip-backed or compute contract backed financings, like more creative solutions. We're really in early innings of the spend right now. And so, there is this shift. As we start to work through the construction early phases, the next focus is: okay, but what about the chips? And so, I think a big focus is that, you know, chips are more than 50 percent of the spend for if you're looking at a gigawatt site. And it depends what type of chips and kind of what generation. But that's the next leg of this too. So, it's kind of a focus, you know, for 2026. Michelle Weaver: And how do you view balance sheet leverage and financing when you think about hyperscaler debt raising magnitude and timelines? Lindsay Tyler: So just to bring it down to more of a basic level, if you need compute, you really might need two things, right? A powered shell and then the chips. And so, if you're looking for that compute, you could kind of go in three basic ways. You could look to build the shell and kind of build and buy the whole thing. You could lease the shell, from, you know, a developer, maybe a Bitcoin miner too – that is converted to HBC. And then you kind of buy the chips and you put them in yourselves. Or you could lease all the compute; quote unquote lease, it's more of a contract. In terms of the funding, if you're thinking about the cash flows of some of the big companies – think of that as primarily being put towards chip spend. If you're thinking about the construction that's kind of split between cash CapEx but also leases. And so, what we've seen is that there is more than [$]600 billion of un-commenced lease obligations that will commence over the next two to five years, across the big four or five players. And then my equity counterparts estimate around [$]700 billion of cash CapEx that needs this year for some of those players as well. So, these are big numbers. But that's kind of how, at a basic level, they're approaching some of the financing. It's a split approach. Michelle Weaver: And what have you learned around financing the past few days at the conference? Anything incremental to share there? Lindsay Tyler: Sure. Yeah. I think I found confirmation of some key themes here at the conference. The first being that numerous funding buckets are available. That was a big focus of our note last year is that you can kind of look at asset level financing. You can look at public bonds, you can look at some equity. There are these different funding buckets available.The second is that tenant quality matters for construction financing. I think I've seen this more in the markets than maybe at this conference over the past two to three weeks. But that has been a focus of pricing for the deals, but also market depth for the deals. A third confirmation of a key theme was around the neo clouds and also the GPU as a service business models. Thinking about those creative financings, right. Are they thinking about from their compute counterparties? Would they like upfront payments? Might they look to move financing off [the] balance sheet, if they have a very high-quality investment grade rated counterparty? So, there is some of this evolution around those solutions. And then a fourth key theme is just around the credit support. And Stephen has and I have talked about this around some of the Bitcoin miners – is that, you know, there can be these higher quality investment grade players that might look to lend their credit support. Maybe a lease backstop to other players in the ecosystem in order to get a better pricing on construction financing. And we are seeing some press pickup around how that might play out in chip financing down the road too. Michelle Weaver: Mm-hmm. AI driven risk and potential disruption has been a big feature of the price action we've seen year-to-date in this theme. Stephen, what are some asset classes or businesses you see as resistant to some of this disruption? Stephen Byrd: We spend a lot of time thinking about, sort of, asset classes that are resistant to deflation and disruption. And what's interesting is there's actually a handful of economists in the world that are doing remarkable work on this concept. That they would call it the economics of transformative AI. There are three Americans, two Canadians, two Brits, a number of others who are doing really, really interesting work. And essentially what they're looking at is what do economies look like? As we see very powerful AI enter many industries – cause price reductions, deflation… What does that do? They have a lot of interesting takeaways, but one is this idea that the relative value of assets that cannot be deflated by AI goes up. Very simple idea. But think of it this way, I mean, there's only, you know, one principle resort on Kauai. You know, there's a limited amount of metals. And so, what we go through is this list that's gotten a lot of investor attention of resistant asset classes or more of the resistant asset classes that can go up in value. So, there are obvious ones like land, though you have to be a little careful with real estate in the sense that like, office real estate probably wouldn't be where you would go. Nor would you potentially go sort of towards middle income, lower income housing. But more, you know, think of industrial REITs, higher-end real estate. But there are a lot of other categories that are interesting to me. All kinds of infrastructure should be quite resistant, all kinds of critical materials. Metals should do extremely well in this. But then when you go beyond that, it's actually kind of interesting that there; arguably there's a longer list than those classic sort of land and metals examples.Examples here would be compute… Michelle Weaver: Mm-hmm. Stephen Byrd: I thought Jensen put it, well, you know, if there's a limited amount of infrastructure available, you want to put the best compute. And ultimately, in some ways, intelligence becomes the new coin of the realm in the world, right? So, I would want to own the purveyors of intelligence. It could include high-end luxury. It could include unique human experiences. So, I don't know how many of y'all have children who are sort of college age. But my children are college age, and they absolutely hate what they would call AI slop.They want legit human content, and they seek it out. And they absolutely hate it when they see bad copies of human content. And so, I think there is a place in many parts of the economy for unique human experiences, unique human content, and it's interesting to kind of seek out where that might be in the economy. So those would be some examples of resistant assets. Michelle Weaver: Mm-hmm. Josh, software's been at really the center of this AI disruption debate. How would you compare the current pullback in software multiples to prior periods of peak uncertainty? And do you think any of these concerns are valid? Or how are you thinking about that? Josh Baer: Great question. I mean, software multiples on an EV to sales basis are down 30 – 35 percent just from the fall, I will say. And that's overall in the group. A lot of stocks, multiple handfuls, are down 60-70 percent over the last year. And what's being priced in is really peak uncertainty, a lot of fear. And these multiples, now four times sales – takes us all the way back about 10 years to the shift to cloud. And this time in many ways reminds us of that period of peak fear. In this case, what's being priced in is terminal value risk. We talked about this TAM yesterday. But you know, who is going to win that share? How is it divided from a competitive perspective across these model providers? The LLMs with new entrants. Of course, the incumbents. And this other idea of in-housing. Michelle Weaver: Mm-hmm. Josh Baer: So, there's competitive risk, there's business model risk. Are companies going to need to change their pricing models from seat-based to consumption or hybrid. And then last margin risk. Just thinking about the higher input costs and higher capital intensity. And so, you know, all of those fears are being priced in right now. Michelle Weaver: And we, of course though, had a bunch of these companies live with us at the conference. How are they responding to some of these risks? How are they addressing these investor concerns? Josh Baer: Most of the companies here from our coverage are the incumbent software vendors. And I think that the leadership teams did a really nice job coming out and defending their competitive moats and really articulating the story of why they are in a great position to capitalize on the opportunity. And the reasons can vary across different companies. But some of the commonalities are around enterprise grade, trust, security, governance, acceptance from IT organizations.The idea of vibe coding all apps in an organization get squashed when you actually talk to companies and chief information officers. For some companies there's proprietary data moats, network effects. All of that's on top of existing customer relationships. And so, you know, that was the message from the companies that we had. That we're the incumbents. We get to use all of the same innovative AI technology in the same way that all these different competitive buckets do. But we have, you know, that differentiation in that moat. And so, we're in a good place. Michelle Weaver: I want to wrap on a positive note. Stephen, what did you hear at the conference that you're most excited about? Stephen Byrd: I'd say the life sciences. A few investors pointed out that perhaps AI has a PR problem these days. And I do think showing a significant benefit to humanity in terms of improved health outcomes, whether that's just better diagnosis, you know. Away from this event, but I was in India the week before and, you know, AI can have a powerful benefit to the people who suffer the most in terms of providing very powerful medical tools in a distributed manner. So, I'm a big fan there.But you know, in many ways, curing the most challenging diseases plaguing humanity. The kind of problems involved in providing those and developing those cures are perfect for AI. So that, for me – stepping way back – that is by far the most exciting thing. Michelle Weaver: Josh, same to you. What are you most excited about? Josh Baer: From my perspective, it's potentially the turning point for software. The ability to showcase that we are at this inflection point and acceleration. To actually see that it takes time for our software companies to develop new AI technologies. Put that into products that have been tested and proven and go through the enterprise adoption cycle. And that we're at the cusp of more adoption – that's what our survey work says. And to see that inflection, I think can help to rerate this sector. Michelle Weaver: Lindsay, same question for you… Lindsay Tyler: Maybe I'll tie it to markets. I've already had a lot of more conversations with equity investors over the past, how many months? There's a big fixed income focus right now, which is a great, you know, spot and really interesting opportunity in my seat. And there's a lot of interesting structures coming to be right now in the credit space. So, I think it's an exciting time. Michelle Weaver: Lindsay, Stephen, Josh, thank you very much for joining to recap the event and let us know what you learned at the conference. To our audience, thank you for listening here live. And to our audience tuning in, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen. And share the podcast with a friend or colleague today.

Hawaii leaders and residents react to the firing of U.S. Secretary of Homeland Security Kristi Noem. Kauai police arrest two fugitives wanted in connection with a California shooting involving a deputy sheriff. An elderly hiker is airlifted to safety after falling about 30 feet.See omnystudio.com/listener for privacy information.

Breaking news of a murder in McCully. Police have not made an arrest. Casey Lund will bring us the very latest live from the scene. The city continues to try to tackle a massive backlog for building permits. What officials are now doing to bring in more workers. Beware of solar scams. We'll tell you the promises that are being made that can't be delivered. See omnystudio.com/listener for privacy information.

Former congresswoman Colleen Hanabusa died last night after a private battle with cancer. American forces in the Middle East are the targets of Iranian strikes, and now we're learning Iran is getting help finding the targets. And one woman is dead another woman is fighting for her life, and we've learned the two stabbings are related. See omnystudio.com/listener for privacy information.

More U.S. bombers are arriving in the Middle East, according to the Secretary of Defense Pete Hegseth. The mother of a man accused of slashing a Honolulu police officer's throat says he has been struggling with mental health. The state recently saw its first conviction for habitually driving without a license under newly enhanced penalties. See omnystudio.com/listener for privacy information.

The government is alleging new toxic exposure in the years-long battle over the Red Hill fuel leak. Mayor Rick Blangiardi signs Bill 60, clearing a path for Skyline to reach UH Manoa. Top Pentagon officials say America's fight in the Middle East is far from over, and the White House has not set an end date.See omnystudio.com/listener for privacy information.

A Honolulu Police Department commander was demoted this week after being accused of sharing confidential information about a teen sexual assault victim, including the girl’s name and other personal details. Meanwhile, some West Maui residents are opposing a proposal by Hawaii Water Service to raise water rates by 59 percent.See omnystudio.com/listener for privacy information.

A demotion amongst the upper ranks of HPD. What a 37-year veteran of the force is accusing. Military service members are battling the government over illnesses after the Red Hill fuel leaks, latest on the saga. What is the State of Maui County? Mayor Biseen will deliver his annual address to the public tonight.See omnystudio.com/listener for privacy information.

President Trump announced today that Kristi Noem's time as homeland security secretary will be over at the end of the month. On Maui, a judge has ruled in the case of a Hawaii musician's alleged use of illegal fireworks on New Year's Eve. And the U.S. government now claims that toxic exposure for military members during the 2021 Red Hill fuel leak disaster was connected to their military service, but service members who are suing the government say that's not true.See omnystudio.com/listener for privacy information.

Honolulu Mayor Rick Blangiardi outlines his top priorities in his proposed multibillion-dollar budget for the next fiscal year. A man is dead after being airlifted from an off-limits area near Kilauea's caldera. President Donald Trump defends strikes against Iran as the Pentagon identifies four of six U.S. Army Reserve soldiers killed in retaliatory strikes in Kuwait.See omnystudio.com/listener for privacy information.

On today’s episode, we catch up with Gov. Josh Green, who’s been fielding a lot of questions about his lieutenant governor. During Spotlight Now, Green explains why he wants to maintain neutrality in the matter, addresses political rumblings about challengers in the lieutenant governor race, and how the international conflict could impact Hawaii.See omnystudio.com/listener for privacy information.

After over 35 years, new affordable housing for local families is making its way to Lanai. The death of a Hawaii resident at Kilauea Caldera is under investigation at the national park. Honolulu Mayor Rick Blangiardi presents next year's budget, which is about $130 million less than this year's.See omnystudio.com/listener for privacy information.

An investigation into a death at Hawaii Volcanoes National Park, where a man's body was found. Hawaii's Governor reacts to the campaign finance investigation into his lieutenant governor, why he says he is choosing to stay neutral. We are 6 weeks away from tax day. But the annual headache may come with a sweeter reward this year. See omnystudio.com/listener for privacy information.

Picking between the Big Island and Kauai sounds simple until you realize one wrong choice can eat your whole budget, your driving days, and your sanity.Big Island vs. Kauai FREE Decision GuideThese two islands could not be more different, and for Hawaii travelers trying to make the most of one week, the gap between a great trip and a frustrating one often comes down to this single decision.

President Trump said Tuesday the U.S.-Israeli missile strikes on Iran was "something that had to be done," arguing that he believed Tehran was getting ready to attack. An armed robbery on Oahu's North Shore was caught on camera. And UFC Hall of Famer BJ Penn could end up back in jail if he continues to refuse to take a mental health exam.See omnystudio.com/listener for privacy information.

Details on this armed robbery and the suspects that police believe are behind two separate carjackings. Plus, the effort to remove floating encampments from an Oahu stream... will take more than government agencies. Huge hotel renovations are becoming more common. Wendy Gillette in Miami with the reasons why now is the time for major upgrades.See omnystudio.com/listener for privacy information.

The suspect in the deadly Kapolei shooting appeared in court as new details are revealed about the argument over an iPad before shots were fired. Honolulu police are on the hunt for two armed suspects they believe were involved in two separate crimes. Questions are being raised over former MMA champion BJ Penn's mental health and why a judge says he could end up in jail.See omnystudio.com/listener for privacy information.

In his first live comments since the military operation against Iran began, President Donald Trump said the U.S. will take as long as necessary to remove the threat of Iran's ballistic missiles and nuclear program. A Hawaii woman trapped in Dubai describes seeing the impact of Iran's retaliatory strikes first hand. New details emerge as a man accused of gunning down a woman and injuring his 16-year-old ex-girlfriend appears in court.See omnystudio.com/listener for privacy information.

President Trump said it will likely take four to five weeks for the U.S. to reach its goals in Iran but warned it could take longer. The man accused of fatally gunning down a woman and shooting a teenage girl in Kapolei had his initial court appearance this morning. And an alleged mobbing on Maui that left four injured this weekend has led to multiple arrests. See omnystudio.com/listener for privacy information.

HPD has opened a robbery investigation in Kaka'ako we'll tell you what we know so far about the incident. Plus, 20 people were displaced by two large fires on Oahu last week we'll show you the extent of the damage. Do you think you have "digital balance" in your life? We'll share some tips on how you can make sure social media isn't ruining your mental health. See omnystudio.com/listener for privacy information.

Honolulu police are investigating a serious pedestrian crash on South King Street near Kahuna Lane.Grassroots organizers rallied yesterday, calling for unity amid deepening political divisions. A mainland Little League team got a taste of Hawaii, more on how baseball and aloha turned their tournament connection into something more.See omnystudio.com/listener for privacy information.

Sirens sounded across Israel after Israel and the United States carried out attacks against Iran overnight. Kauai Police are searching for two individuals in separate cases: a 12-year-old girl last seen over a month ago and a 27-year-old woman last seen Wednesday. West Oahu police are investigating a deadly shooting that took place Friday, and what we currently know on the suspect.See omnystudio.com/listener for privacy information.

Police tell us a woman's been fatally shot and a teenage girl is hospitalized. An update from the attorney general about her investigation in to state government corruption. And we return to the Waipahu neighborhood where a raging inferno burned several homes and displaced nearly 20 people. See omnystudio.com/listener for privacy information.

Is spring break in Hawaii actually worth it, or are you setting your family up for a trip that costs way more than you planned?

We're following breaking news out of Waipahu, where a three-alarm fire tore through a home. The search is on for three suspects accused of robbing a group of men in Pearl City at gunpoint. And an Oahu jury has found 64-year-old Kenneth Kaleikini guilty of attempted assault and firearms offenses. See omnystudio.com/listener for privacy information.

Some promising signs from our local economy—the newest forecast and what it means for your family. Higher education is expensive. We'll check out the options you have for student savings. A report you'll only see on Hawaii News Now, a floating homeless camp is hidden away on the edge of the city. What local officials are doing to remove it. See omnystudio.com/listener for privacy information.

Breaking news: Honolulu police and EMS are in Kapolei after reports of shots fired. President Trump is debating whether to carry out military strikes on Iran. And a jury convicted a Hawaii military officer in federal court this morning on 6 counts, including attempted child enticement. See omnystudio.com/listener for privacy information.

Changes at Hawaii Island's police department. The new rules after a K-9 death last year. A brawl at an Oahu middle school leads to the arrests of 3 girls. Why police say they needed to use pepper spray to break it all up. And the landmark social media addiction trial continues in Los Angeles. Hear from the woman who testified yesterday.See omnystudio.com/listener for privacy information.

A gathering at the Capitol promotes a renewed push for food sustainability and innovation. A woman accused of back-to-back stabbings in Honolulu has been charged. The Hawaii Police Department is implementing changes following the tragic death of a K-9 officer.See omnystudio.com/listener for privacy information.

We begin with breaking news in the heart of Honolulu after a 3-alarm fire destroyed a building this morning in McCully. Former Secretary of State Hillary Clinton answered questions under oath from the House Oversight Committee today in connection with the Epstein files. And the woman accused of stabbing two men in Honolulu this week has now been charged.See omnystudio.com/listener for privacy information.

First responders rushed to free an 82-year-old pinned under an SUV in the Punahou area. High surf and debris keep Hilo beach parks and Bayfront Highway closed. New reactions to President Donald Trump's State of the Union Address. See omnystudio.com/listener for privacy information.

Waiawa residents are getting the runaround on who's responsible for cleanup after the weekend of wild weather leaves a huge mess. Maui leaders hear passionate testimony from both sides over a proposal for new hotel districts. Nancie Guthrie's family offers a million dollar reward as the investigation nears a full month. See omnystudio.com/listener for privacy information.

President Trump touched on a wide range of topics in his State of the Union address, but it's one contentious moment from last night's speech that the President is weighing in on today. A military officer from Windward Oahu testified in his own defense at his trial for attempted sexual enticement of a 14-year-old girl. And fresh warnings about a street drug causing more deaths in Hawaii than fatal car crashes. See omnystudio.com/listener for privacy information.

A change in trends for the deadly drug fentanyl. We hear from local leaders on what's happening on our streets. Iolani School is responding to a list that was circulated by students that contained crude sexual references. The disciplinary action school officials are taking. The Hawaii Restaurant Association's Food Service Expo kicks off today. Casey Lund is live this morning with what this event means for the local industry. See omnystudio.com/listener for privacy information.

Are you planning a Hawaii trip but stuck choosing between Maui and Kauai?

Parts of Maui are experiencing flooding today while cleanup continues on Oahu following Saturday's torrential rain. Police arrest a woman after two men were stabbed in separate attacks. A teenager is in critical condition following a crash on Kauai.See omnystudio.com/listener for privacy information.

A city bus rider was arrested after being accused of a double stabbing in downtown Honolulu. The four-week-long strike is over — find out when Kaiser Permanente healthcare workers will return to work. Parts of Maui are experiencing flooding today while cleanup continues on Oahu following Saturday's torrential rain.See omnystudio.com/listener for privacy information.

Damage and danger across Hawaii during a weekend of wet weather. Details on a dramatic rescue on Oahu's North Shore. A woman is in custody, accused of stabbing 2 people in Honolulu. One of the stabbings allegedly happened on a city bus. Hawaii Pipeline Bodyboarding Championship could run soon. Casey Lund is live on the North Shore to talk with the athletes as they wait. See omnystudio.com/listener for privacy information.

President Trump is getting ready to deliver the first State of the Union Address of his second term. On Maui, Hana residents could continue to have low water pressure or temporary outages for the next few days. And Hawaii County Civil Defense says all beach parks in Hilo from Bayfront to Richardson Ocean Park and Kolekole Beach Part in North Hilo will remain closed today. See omnystudio.com/listener for privacy information.

 In this episode, the hosts welcome Rekha Gibbons, (08:00) a former Wall Street professional turned endurance athlete and author of 'Marathon Mindset.' They discuss her journey from the corporate world to embracing running, the mental challenges faced in endurance sports, and the importance of community and support in achieving personal goals. The conversation also touches on the spirituality of running, particularly in beautiful locations like Kauai, and the significance of celebrating achievements in the running community. In this engaging conversation, Rekha Gibbons shares her journey of self-discovery through running and the importance of mindset in endurance sports. She discusses the challenges of negativity and the need to take ownership of one's mental space. Rekha reflects on the lessons learned from the original pioneers of running and emphasizes the role of community in supporting runners. She also shares her experiences in writing her book, the challenges faced during the launch, and the significance of running for mental health.Chapters00:00 Intro03:10 New Snowblower07:41 Rekha's Journey from Wall Street to Endurance Athlete14:27 The Impact of Social Media and Marketing17:09 Rekha's Transition to Endurance Sports25:29 The Spiritual Side of Running28:24 The Journey to Writing Marathon Mindset30:01 Leading Across Generations34:04 The Default of Negativity35:14 Taking Ownership of Your Mind38:54 Breaking Mental Barriers40:38 The OGs of Running46:25 Personal Experiences in Running51:51 The Journey of Writing a Book57:11 The Book Cover and Its Significance59:05 The Mind-Body Connection in Running01:01:51 The Importance of Personal Storytelling01:04:09 Hot Takes on Opinions and Media01:06:54 Music and Motivation in Running01:10:54 Final Thoughts and Where to Find Rekha Gibbons01:13:55 Outro and Book Giveaway01:15:45 Celebrating Achievements in Running01:19:52 March Madness: Medals vs. Shoes01:23:41 Tech Talk: Fruit Podcast Updates01:25:32 Health and Recovery Updates01:27:39 Tokyo Marathon Excitement01:31:45 Reflections on Team Dynamics in Sports01:33:36 Closing Remarks and Listener EngagementMarathon Mindset on AmazonRekha's InstagramRekha's WebsiteRekha's YouTubeStrava GroupLinktree - Find everything hereInstagram - Follow us on the gram YouTube - Subscribe to our channel Patreon - Support usThreadsEmail us at OnTheRunsPod@gmail.com Don't Fear The Code Brown and Don't Forget To Stretch!

Following the developing news from a barricade situation that occurred in Kalihi last night. Windward Oahu was hit hard over the weekend with heavy flooding, and the extent of the damage. Mexico is experiencing chaos amidst the killing of a prominent cartel leader.See omnystudio.com/listener for privacy information.

Heavy showers and thunderstorms are still possible, mainly for Maui County and Hawaii island, as disturbances continue to add instability over the state. Investors and trading partners are nervous as they try to figure out what is next after President Trump announced new 15% global tariffs. And police have charged 19-year-old Keanu Wallace with three counts of attempted murder for allegedly shooting two men in a Taco Bell parking lot in Kapolei last Sunday.See omnystudio.com/listener for privacy information.

Some photos take a lifetime to get. Others almost melt your shoes! In Part 2 of this conversation with former National Geographic staff photographer Robert “Bob” Madden, we dive straight into the stories behind the photographs. From documenting an erupting volcano in Hawaii to capturing what may be one of the last images of the Kauai ʻōʻō bird, and photographing in the Amazon with the Yanomami, this episode spans decades of travel and storytelling in the field. We also hear about Bob's time working inside National Geographic as Director of Layout and Design and helping guide the magazine into the early digital era. This is an adventurous conclusion to a two-part conversation filled with great stories, close calls, and reflections on a lifetime behind the camera. Grab a coffee, settle in and the talk! *****

Big Island police are currently investigating a deadly crash in Waikoloa that took the life of a three year old. Residents at Otake Camp in Wailua were ordered to evacuate yesterday afternoon. One Kaneohe resident is dealing with major cleanup after floodwaters rushed into his yard and filled the space beneath his home. See omnystudio.com/listener for privacy information.

East Honolulu residents beyond frustrated with feral chickens, the legislation aimed at addressing the growing bird population. A former Oahu man is on track to land a near $2 million settlement over a case of mistaken identify. And the Supreme Court strikes down President Trump's sweeping tariffs in a blow to his economic agenda.See omnystudio.com/listener for privacy information.

Are you about to overspend on Maui activities that aren't worth it while missing the island's most incredible free experiences?

6..  Guest: Hampton Sides. Cook unexpectedly discovers the Hawaiian Islands, landing at Kauai. He is amazed by the sophisticated agriculture and aqueducts but stays briefly, rushing toward the Arctic. This first contact is mutual puzzlement; locals view the British as "volcano people" due to their smoking, while Cook worries about transmitting disease.