Podcasts about kkr

In this episode, the hosts analyze a Colorado gun range and retail shop listed at $2M, diving into regulatory risks, slim margins, and whether the business is worth its heavy inventory investment.Business Listing – https://www.tworld.com/agents/charleymitchell/listings/turnkey-and-established-gun-range-and-shopWelcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

In this episode, the hosts dive into a lean, high-margin FDA compliance service business with outsourced operations and uncover whether it's a sustainable gem or a ticking regulatory time bomb.Business Listing – https://quietlight.com/listings/16053420/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

It started with an impromptu phone call and has evolved into a thoughtful, prudent approach to bring private markets within reach for more investors. Hear Capital Group CEO Mike Gitlin and KKR co-CEO Scott Nuttall discuss partnership, the importance of aligned corporate cultures and share perspectives on pursuing better outcomes for investors. #CapGroupGlobal   Capital Group (the "Adviser") and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors.     For full disclosures go to capitalgroup.com/global-disclosures.   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

- U.S. and EU Finalize Auto Tariffs - VW EVs Outsell Tesla in Europe - Honda Partners with AI AV Company - GM Headhunts AI Talent - KKR to Buy Nissan Headquarters in Japan - AAA Finds ADAS Needs a Lot of Intervention - Ford Wants $300K Off-Road Supercar - Chinese Company Offer Direct EV Sales in EU - Toyota Helps Boston Dynamics with Humanoid Robot

- U.S. and EU Finalize Auto Tariffs - VW EVs Outsell Tesla in Europe - Honda Partners with AI AV Company - GM Headhunts AI Talent - KKR to Buy Nissan Headquarters in Japan - AAA Finds ADAS Needs a Lot of Intervention - Ford Wants $300K Off-Road Supercar - Chinese Company Offer Direct EV Sales in EU - Toyota Helps Boston Dynamics with Humanoid Robot

From the dot-com boom to today's AI frenzy, bubbles follow a familiar script. This episode explores how to recognize them, what sustains them, and how to position your portfolio without getting swept up in the hype.Topics covered:How U.S. stock markets are the most concentrated and most expensive of all timeWhat constitutes a bubble and what sustains itHow to invest during a bubbleChanges David recently made in his portfolio in response to the AI bubbleSponsorLinkedIn Jobs – Use this link to post your job for free on LinkedIn JobsInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesI'm Changing How I Manage My Money Because of AI by Hank Green—YouTube% S&P 500 share of top 10 companies by market cap %—Apollo AcademyCharted: S&P 500 Market Concentration Over 145 Years by Kayla Zhu—Visual CapitalistAI's Moment and Insights from Themes Past by Anil Rao—MSCIHow Pimco Outmaneuvered Apollo and KKR to Win $29 Billion Meta Deal by Carmen Arroyo and Laura Benitez—BloombergHow to invest in a stock market bubble by Stuart Kirk—The Financial TimesBubble, Bubble, Toil and Trouble by Rob Arnott, Bradford Cornell, and Shane Shepherd—Research AffiliatesRelated Episodes535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite 503: U.S. Stocks Have Never Been This Overhyped or Expensive500: The S&P 500 Index and the Decade Ahead365: Why Some Asset Bubbles Don't BurstSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

MRKT Matrix - Tuesday, August 19th Dow pulls back from record, Nasdaq sheds 1% as Nvidia leads tech lower (CNBC) Bessent says interviews for ‘incredible group' of potential Fed chairs will start after Labor Day (CNBC) Intel's CEO Draws Support for Revival From SoftBank, Trump (Bloomberg) Apple just landed a key win for the global encryption fight (CNBC) How Pimco Outmaneuvered Apollo, KKR to Win $29 Billion Meta Deal (Bloomberg) Silicon Valley's AI deals are creating zombie startups: ‘You hollowed out the organization' (CNBC) Nvidia says it's evaluating a ‘variety of products' after report of new AI chip for China (CNBC) Private Equity Firms' Stocks Are Struggling, Despite Getting Into 401(k)s (WSJ) Home Depot stock rises 2% as retailer maintains full-year forecast (CNBC) US and Europe to Work Immediately on Ukraine Security Plan (Bloomberg) -- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Nonprofits, your “10 blue links” era is over. In this episode, Avinash Kaushik (Human-Made Machine; Occam's Razor) breaks down Answer Engine Optimization—why LLMs now decide who gets seen, why third-party chatter outweighs your own site, and what to do about it. We get tactical: build AI-resistant content (genuine novelty + depth), go multimodal (text, video, audio), and stamp everything with real attribution so bots can't regurgitate you into sludge. We also cover measurement that isn't delusional—group your AEO referrals, expect fewer visits but higher intent, and stop worshiping last-click and vanity metrics. Avinash updates the 10/90 rule for the AI age (invest in people, plus “synthetic interns”), and torpedoes linear funnels in favor of See-Think-Do-Care anchored in intent. If you want a blunt, practical playbook for staying visible—and actually converting—when answers beat searches, this is it. About Avinash Avinash Kaushik is a leading voice in marketing analytics—the author of Web Analytics: An Hour a Day and Web Analytics 2.0, publisher of the Marketing Analytics Intersect newsletter, and longtime writer of the Occam's Razor blog. He leads strategy at Human Made Machine, advises Tapestry on brand strategy/marketing transformation, and previously served as Google's Digital Marketing Evangelist. Uniquely, he donates 100% of his book royalties and paid newsletter revenue to charity (civil rights, early childhood education, UN OCHA; previously Smile Train and Doctors Without Borders). He also co-founded Market Motive. Resource Links Avinash Kaushik — Occam's Razor (site/home) Occam's Razor by Avinash Kaushik Marketing Analytics Intersect (newsletter sign-up) Occam's Razor by Avinash Kaushik AEO series starter: “AI Age Marketing: Bye SEO, Hello AEO!” Occam's Razor by Avinash Kaushik See-Think-Do-Care (framework explainer) Occam's Razor by Avinash Kaushik Books: Web Analytics: An Hour a Day | Web Analytics 2.0 (author pages) Occam's Razor by Avinash Kaushik+1 Human Made Machine (creative pre-testing) — Home | About | Products humanmademachine.com+2humanmademachine.com+2 Tapestry (Coach, Kate Spade) (company site) Tapestry Tools mentioned (AEO measurement): Trakkr (AI visibility / prompts / sentiment) Trakkr Evertune (AI Brand Index & monitoring) evertune.ai GA4 how-tos (for your AEO channel + attribution): Custom Channel Groups (create an “AEO” channel) Google Help Attribution Paths report (multi-touch view) Google Help Nonprofit vetting (Avinash's donation diligence): Charity Navigator (ratings) Charity Navigator Google for Nonprofits — Gemini & NotebookLM (AI access) Announcement / overview | Workspace AI for nonprofits blog.googleGoogle Help Example NGO Avinash supports: EMERGENCY (Italy) EMERGENCY Transcript Avinash Kaushik: [00:00:00] So traffic's gonna go down. So if you're a business, you're a nonprofit, how. Do you deal with the fact that you're gonna lose a lot of traffic that you get from a search engine? Today, when all of humanity moves to the answer Engine W world, only about two or 3% of the people are doing it. It's growing very rapidly. Um, and so the art of answer engine optimization is making sure that we are building for these LMS and not getting stuck with only solving for Google with the old SEO techniques. Some of them still work, but you need to learn a lot of new stuff because on average, organic traffic will drop between 16 to 64% negative and paid search traffic will drop between five to 30% negative. And that is a huge challenge. And the reason you should start with AEO now ​ George Weiner: [00:01:00] This week's guest, Avinash Kaushik is an absolute hero of mine because of his amazing, uh, work in the field of web analytics. And also, more importantly, I'd say education. Avinash Kaushik, , digital marketing evangelist at Google for Google Analytics. He spent 16 years there. He basically is. In the room where it happened, when the underlying ability to understand what's going on on our websites was was created. More importantly, I think for me, you know, he joined us on episode 45 back in 2016, and he still is, I believe, on the cutting edge of what's about to happen with AEO and the death of SEO. I wanna unpack that 'cause we kind of fly through terms [00:02:00] before we get into this podcast interview AEO. Answer engine optimization. It's this world of saying, alright, how do we create content that can't just be, , regurgitated by bots, , wholesale taken. And it's a big shift from SEO search engine optimization. This classic work of creating content for Google to give us 10 blue links for people to click on that behavior is changing. And when. We go through a period of change. I always wanna look at primary sources. The people that, , are likely to know the most and do the most. And he operates in the for-profit world. But make no mistake, he cares deeply about nonprofits. His expertise, , has frankly been tested, proven and reproven. So I pay attention when he says things like, SEO is going away, and AEO is here to stay. So I give you Avan Kashic. I'm beyond excited that he has come back. He was on our 45th episode and now we are well over our 450th episode. So, , who knows what'll happen next time we talk to him. [00:03:00] This week on the podcast, we have Avinash Kaushik. He is currently the chief strategy officer at Human Made Machine, but actually returning guest after many, many years, and I know him because he basically introduced me to Google Analytics, wrote the literal book on it, and also helped, by the way. No big deal. Literally birth Google Analytics for everyone. During his time at Google, I could spend the entire podcast talking about, uh, the amazing amounts that you have contributed to, uh, marketing and analytics. But I'd rather just real quick, uh, how are you doing and how would you describe your, uh, your role right now? Avinash Kaushik: Oh, thank you. So it's very excited to be back. Um, look forward to the discussion today. I do, I do several things concurrently, of course. I, I, I am an author and I write this weekly newsletter on marketing and analytics. Um, I am the Chief Strategy Officer at Human Made Machine, a company [00:04:00] that obsesses about helping brands win before they spend by doing creative pretesting. And then I also do, uh, uh, consulting at Tapestry, which owns Coach and Kate Spades. And my work focuses on brand strategy and marketing transformation globally. George Weiner: , Amazing. And of course, Occam's Razor. The, the, yes, the blog, which is incredible. I happen to be a, uh, a subscriber. You know, I often think of you in the nonprofit landscape, even though you operate, um, across many different brands, because personally, you also actually donate all of your proceeds from your books, from your blog, from your subscription. You are donating all of that, um, because that's just who you are and what you do. So I also look at you as like team nonprofit, though. Avinash Kaushik: You're very kind. No, no, I, I, yeah. All the proceeds from both of my books and now my newsletter, premium newsletter. It's about $200,000 a year, uh, donated to nonprofits, and a hundred [00:05:00] percent of the revenue is donated nonprofit, uh, nonprofits. And, and for me, it, it's been ai. Then I have to figure out. Which ones, and so I research nonprofits and I look up their cha charity navigators, and I follow up with the people and I check in on the works while, while don't work at a nonprofit, but as a customer of nonprofits, if you will. I, I keep sort of very close tabs on the amazing work that these charities do around the world. So feel very close to the people that you work with very closely. George Weiner: So recently I got an all caps subject line from you. Well, not from you talking about this new acronym that was coming to destroy the world, I think is what you, no, AEO. Can you help us understand what answer engine optimization is? Avinash Kaushik: Yes, of course. Of course. We all are very excited about ai. Obviously you, you, you would've to live in. Some backwaters not to be excited about it. And we know [00:06:00] that, um, at the very edge, lots of people are using large language models, chat, GPT, Claude, Gemini, et cetera, et cetera, in the world. And, and increasingly over the last year, what you have begun to notice is that instead of using a traditional search engine like Google or using the old Google interface with the 10 blue links, et cetera. People are beginning to use these lms. They just go to chat, GPT to get the answer that they want. And the one big difference in this, this behavior is I actually have on September 8th, I have a keynote here in New York and I have to be in Shanghai the next day. That is physically impossible because it, it just, the time it takes to travel. But that's my thing. So today, if I wanted to figure out what is the fastest way. On September 8th, I can leave New York and get to Shanghai. I would go to Google flights. I would put in the destinations. It will come back with a crap load of data. Then I poke and prod and sort and filter, and I have to figure out which flight is right for that. For this need I have. [00:07:00] So that is the old search engine world. I'm doing all the work, hunting and pecking, drilling down, visiting websites, et cetera, et cetera. Instead, actually what I did is I went to charge GBT 'cause I, I have a plus I, I'm a paying member of charge GBT and I said to charge GBTI have to do a keynote between four and five o'clock on September 8th in New York and I have to be in Shanghai as fast as I possibly can be After my keynote, can you find me the best flight? And I just typed in those two sentences. He came back and said, this Korean airline website flight is the best one for you. You will not get to your destination on time until, unless you take a private jet flight for $300,000. There is your best option. They're gonna get to Shanghai on, uh, September 10th at 10 o'clock in the morning if you follow these steps. And so what happened there? I didn't have to hunt and pack and dig and go to 15 websites to find the answer I wanted. The engine found the [00:08:00] answer I wanted at the end and did all the work for me that you are seeing from searching, clicking, clicking, clicking, clicking, clicking to just having somebody get you. The final answer is what I call the, the, the underlying change in consumer behavior that makes answer engine so exciting. Obviously, it creates a challenge for us because what happened between those two things, George is. I didn't have to visit many websites. So traffic is going down, obviously, and these interfaces at the moment don't have paid search links for now. They will come, they will come, but they don't at the moment. So traffic's gonna go down. So if you're a business, you're a nonprofit, how. Do you deal with the fact that you're gonna lose a lot of traffic that you get from a search engine? Today, when all of humanity moves to the answer Engine W world, only about two or 3% of the people are doing it. It's growing very rapidly. Um, and so the art of answer engine optimization [00:09:00] is making sure that we are building for these LMS and not getting stuck with only solving for Google with the old SEO techniques. Some of them still work, but you need to learn a lot of new stuff because on average, organic traffic will drop between 16 to 64% negative and paid search traffic will drop between five to 30% negative. And that is a huge challenge. And the reason you should start with AEO now George Weiner: that you know. Is a window large enough to drive a metaphorical data bus through? And I think talk to your data doctor results may vary. You are absolutely right. We have been seeing this with our nonprofit clients, with our own traffic that yes, basically staying even is the new growth. Yeah. But I want to sort of talk about the secondary implications of an AI that has ripped and gripped [00:10:00] my website's content. Then added whatever, whatever other flavors of my brand and information out there, and is then advising somebody or talking about my brand. Can you maybe unwrap that a little bit more? What are the secondary impacts of frankly, uh, an AI answering what is the best international aid organization I should donate to? Yes. As you just said, you do Avinash Kaushik: exactly. No, no, no. This such a, such a wonderful question. It gets to the crux. What used to influence Google, by the way, Google also has an answer engine called Gemini. So I just, when I say Google, I'm referring to the current Google that most people use with four paid links and 10 SEO links. So when I say Google, I'm referring to that one. But Google also has an answer engine. I, I don't want anybody saying Google does is not getting into the answer engine business. It is. So Google is very much influenced by content George that you create. I call it one P content, [00:11:00] first party content. Your website, your mobile app, your YouTube channel, your Facebook page, your, your, your, your, and it sprinkles on some amount of third party content. Some websites might have reviews about you like Yelp, some websites might have PR releases about you light some third party content. Between search engine and engines. Answer Engines seem to overvalue third party content. My for one p content, my website, my mobile app, my YouTube channel. My, my, my, everything actually is going down in influence while on Google it's pretty high. So as here you do SEO, you're, you're good, good ranking traffic. But these LLMs are using many, many, many, literally tens of thousands more sources. To understand who you are, who you are as a nonprofit, and it's [00:12:00] using everybody's videos, everybody's Reddit posts, everybody's Facebook things, and tens of thousands of more people who write blogs and all kinds of stuff in order to understand who you are as a nonprofit, what services you offer, how good you are, where you're falling short, all those negative reviews or positive reviews, it's all creepy influence. Has gone through the roof, P has come down, which is why it has become very, very important for us to build a new content strategy to figure out how we can influence these LMS about who we are. Because the scary thing is at this early stage in answer engines, someone else is telling the LLMs who you are instead of you. A more, and that's, it feels a little scary. It feels as scary as a as as a brand. It feels very scary as I'm a chief strategy officer, human made machine. It feels scary for HMM. It feels scary for coach. [00:13:00] It's scary for everybody, uh, which is why you really urgently need to get a handle on your content strategy. George Weiner: Yeah, I mean, what you just described, if it doesn't give you like anxiety, just stop right now. Just replay what we just did. And that is the second order effects. And you know, one of my concerns, you mentioned it early on, is that sort of traditional SEO, we've been playing the 10 Blue Link game for so long, and I'm worried that. Because of the changes right now, roughly what 20% of a, uh, search is AI overview, that number's not gonna go down. You're mentioning third party stuff. All of Instagram back to 2020, just quietly got tossed into the soup of your AI brand footprint, as we call it. Talk to me about. There's a nonprofit listening to this right now, and then probably if they're smart, other organizations, what is coming in the next year? They're sitting down to write the same style of, you know, [00:14:00] ai, SEO, optimized content, right? They have their content calendar. If you could have like that, I'm sitting, you're sitting in the room with them. What are you telling that classic content strategy team right now that's about to embark on 2026? Avinash Kaushik: Yes. So actually I, I published this newsletter just last night, and this is like the, the fourth in my AEO series, uh, newsletter, talks about how to create your content portfolio strategy. Because in the past we were like, we've got a product pages, you know, the equivalent of our, our product pages. We've got some, some, uh, charitable stories on our website and uh, so on and so forth. And that's good. That's basic. You need to do the basics. The interesting thing is you need to do so much more both on first party. So for example, one of the first things to appreciate is LMS or answer engines are far more influenced by multimodal content. So what does that mean? Text plus [00:15:00] video plus audio. Video and audio were also helpful in Google. And remember when I say Google, I'm referring to the old linky linking Google, not Gemini. But now video has ton more influence. So if you're creating a content strategy for next year, you should say many. Actually, lemme do one at a time. Text. You have to figure out more types of things. Authoritative Q and as. Very educational deep content around your charity's efforts. Lots of text. Third. Any seasonality, trends and patterns that happen in your charity that make a difference? I support a school in, in Nepal and, and during the winter they have very different kind of needs than they do during the summer. And so I bumped into this because I was searching about something seasonality related. This particular school for Tibetan children popped up in Nepal, and it's that content they wrote around winter and winter struggles and coats and all this stuff. I'm like. [00:16:00] It popped up in the answer engine and I'm like, okay. I research a bit more. They have good stories about it, and I'm supporting them q and a. Very, very important. Testimonials. Very, very important interviews. Very, very important. Super, super duper important with both the givers and the recipients, supporters of your nonprofit, but also the recipient recipients of very few nonprofits actually interview the people who support them. George Weiner: Like, why not like donors or be like, Hey, why did you support us? What was the, were the two things that moved you from Aware to care? Avinash Kaushik: Like for, for the i I Support Emergency, which is a Italian nonprofit like Ms. Frontiers and I would go on their website and speak a fiercely about why I absolutely love the work they do. Content, yeah. So first is text, then video. You gotta figure out how to use video a lot more. And most nonprofits are not agile in being able to use video. And the third [00:17:00] thing that I think will be a little bit of a struggle is to figure out how to use audio. 'cause audio also plays a very influential role. So for as you are planning your uh, uh, content calendar for the next year. Have the word multimodal. I'm sorry, it's profoundly unsexy, but put multimodal at the top, underneath it, say text, then say video, then audio, and start to fill those holes in. And if those people need ideas and example of how to use audio, they should just call you George. You are the king of podcasting and you can absolutely give them better advice than I could around how nonprofits could use audio. But the one big thing you have to think about is multimodality for next year George Weiner: that you know, is incredibly powerful. Underlying that, there's this nuance that I really want to make sure that we understand, which is the fact that the type of content is uniquely different. It's not like there's a hunger organization listening right now. It's not 10 facts about hunger during the winter. [00:18:00] Uh, days of being able to be an information resource that would then bring people in and then bring them down your, you know, your path. It's game over. If not now, soon. Absolutely. So how you are creating things that AI can't create and that's why you, according to whom, is what I like to think about. Like, you're gonna say something, you're gonna write something according to whom? Is it the CEO? Is it the stakeholder? Is it the donor? And if you can put a attribution there, suddenly the AI can't just lift and shift it. It has to take that as a block and be like, no, it was attributed here. This is the organization. Is that about right? Or like first, first party data, right? Avinash Kaushik: I'll, I'll add one more, one more. Uh, I'll give a proper definition. So, the fir i I made 11 recommendations last night in the newsletter. The very first one is focus on creating AI resistant content. So what, what does that mean? AI resistant means, uh, any one of us from nonprofits could [00:19:00] open chat, GPT type in a few queries and chat. GD PT can write our next nonprofit newsletter. It could write the next page for our donation. It could create the damn page for our donation, right? Remember, AI can create way more content than you can, but if you can use AI to create content, 67 million other nonprofits are doing the same thing. So what you have to do is figure out how to build AI resistant content, and my definition is very simple. George, what is AI resistance? It's content of genuine novelty. So to tie back to your recommendation, your CEO of a nonprofit that you just recommended, the attribution to George. Your CEO has a unique voice, a unique experience. The AI hasn't learned what makes your CEO your frontline staff solving problems. You are a person who went and gave a speech at the United Nations on behalf of your nonprofit. Whatever you are [00:20:00] doing is very special, and what you have to figure out is how to get out of the AI slop. You have to get out of all the things that AI can automatically type. Figure out if your content meets this very simple, standard, genuine novelty and depth 'cause it's the one thing AI isn't good at. That's how you rank higher. And not only will will it, will it rank you, but to make another point you made, George, it's gonna just lift, blanc it out there and attribute credit to you. Boom. But if you're not genuine, novelty and depth. Thousand other nonprofits are using AI to generate text and video. Could George Weiner: you just, could you just quit whatever you're doing and start a school instead? I seriously can't say it enough that your point about AI slop is terrifying me because I see it. We've built an AI tool and the subtle lesson here is that think about how quickly this AI was able to output that newsletter. Generic old school blog post and if this tool can do it, which [00:21:00] by the way is built on your local data set, we have the rag, which doesn't pause for a second and realize if this AI can make it, some other AI is going to be able to reproduce it. So how are you bringing the human back into this? And it's a style of writing and a style of strategic thinking that please just start a school and like help every single college kid leaving that just GPT their way through a degree. Didn't freaking get, Avinash Kaushik: so it's very, very important to make sure. Content is of genuine novelty and depth because it cannot be replicated by the ai. And by the way, this, by the way, George, it sounds really high, but honestly to, to use your point, if you're a CEO of a nonprofit, you are in it for something that speaks to you. You're in it. Because ai, I mean nonprofit is not your path to becoming the next Bill Gates, you're doing it because you just have this hair. Whoa, spoiler alert. No, I'm sorry. [00:22:00] Maybe, maybe that is. I, I didn't, I didn't mean any negative emotion there, but No, I love it. It's all, it's like a, it's like a sense of passion you are bringing. There's something that speaks to you. Just put that on paper, put that on video, put that on audio, because that is what makes you unique. And the collection of those stories of genuine depth and novelty will make your nonprofit unique and stand out when people are looking for answers. George Weiner: So I have to point to the next elephant in the room here, which is measurement. Yes. Yes. Right now, somebody is talking about human made machine. Someone's talking about whole whale. Someone's talking about your nonprofit having a discussion in an answer engine somewhere. Yes. And I have no idea. How do I go about understanding measurement in this new game? Avinash Kaushik: I have. I have two recommendations. For nonprofits, I would recommend a tool called Tracker ai, TRA, KKR [00:23:00] ai, and it has a free version, that's why I'm recommending it. Some of the many of these tools are paid tools, but with Tracker, do ai. It allows you to identify your website, URL, et cetera, et cetera, and it'll give you some really wonderful and fantastic, helpful report It. Tracker helps you understand prompt tracking, which is what are other people writing about you when they're seeking? You? Think of this, George, as your old webmaster tools. What keywords are people using to search? Except you can get the prompts that people are using to get a more robust understanding. It also monitors your brand's visibility. How often are you showing up and how often is your competitor showing up, et cetera, et cetera. And then he does that across multiple search engines. So you can say, oh, I'm actually pretty strong in OpenAI for some reason, and I'm not that strong in Gemini. Or, you know what, I have like the highest rating in cloud, but I don't have it in OpenAI. And this begins to help you understand where your current content strategy is working and where it is not [00:24:00] working. So that's your brand visibility. And the third thing that you get from Tracker is active sentiment tracking. This is the scary part because remember, you and I were both worried about what other people saying about us. So this, this are very helpful that we can go out and see what it is. What is the sentiment around our nonprofit that is coming across in, um, in these lms? So Tracker ai, it have a free and a paid version. So I would, I would recommend using it for these three purposes. If, if you have funding to invest in a tool. Then there's a tool called Ever Tool, E-V-E-R-T-U-N-E Ever. Tune is a paid tool. It's extremely sophisticated and robust, and they do brand monitoring, site audit, content strategy, consumer preference report, ai, brand index, just the. Step and breadth of metrics that they provide is quite extensive, but, but it is a paid tool. It does cost money. It's not actually crazy expensive, but uh, I know I have worked with them before, so full disclosure [00:25:00] and having evaluated lots of different tools, I have sort of settled on those two. If it's a enterprise type client I'm working with, then I'll use Evert Tune if I am working with a nonprofit or some of my personal stuff. I'll use Tracker AI because it's good enough for a person that is, uh, smaller in size and revenue, et cetera. So those two tools, so we have new metrics coming, uh, from these tools. They help us understand the kind of things we use webmaster tools for in the past. Then your other thing you will want to track very, very closely is using Google Analytics or some other tool on your website. You are able to currently track your, uh, organic traffic and if you're taking advantage of paid ads, uh, through a grant program on Google, which, uh, provides free paid search credits to nonprofits. Then you're tracking your page search traffic to continue to track that track trends, patterns over time. But now you will begin to see in your referrals report, in your referrals report, you're gonna begin to seeing open [00:26:00] ai. You're gonna begin to see these new answer engines. And while you don't know the keywords that are sending this traffic and so on and so forth, it is important to keep track of the traffic because of two important reasons. One, one, you want to know how to highly prioritize. AEO. That's one reason. But the other reason I found George is syn is so freaking hard to rank in an answer engine. When people do come to my websites from Answer engine, the businesses I work with that is very high intent person, they tend to be very, very valuable because they gave the answer engine a very complex question to answer the answers. Engine said you. The right answer for it. So when I show up, I'm ready to buy, I'm ready to donate. I'm ready to do the action that I was looking for. So the percent of people who are coming from answer engines to your nonprofit carry significantly higher intention, and coming from Google, who also carry [00:27:00] intent. But this man, you stood out in an answer engine, you're a gift from God. Person coming thinks you're very important and is likely to engage in some sort of business with you. So I, even if it's like a hundred people, I care a lot about those a hundred people, even if it's not 10,000 at the moment. Does that make sense George? George Weiner: It does, and I think, I'm glad you pointed to, you know, the, the good old Google Analytics. I'm like, it has to be a way, and I, I think. I gave maximum effort to this problem inside of Google Analytics, and I'm still frustrated that search console is not showing me, and it's just blending it all together into one big soup. But. I want you to poke a hole in this thinking or say yes or no. You can create an AI channel, an AEO channel cluster together, and we have a guide on that cluster together. All of those types of referral traffic, as you mentioned, right from there. I actually know thanks to CloudFlare, the ratios of the amount of scrapes versus the actual clicks sent [00:28:00] for roughly 20, 30% of. Traffic globally. So is it fair to say I could assume like a 2% clickthrough or a 1% clickthrough, or even worse in some cases based on that referral and then reverse engineer, basically divide those clicks by the clickthrough rate and essentially get a rough share of voice metric on that platform? Yeah. Avinash Kaushik: So, so for, um, kind of, kind of at the moment, the problem is that unlike Google giving us some decent amount of data through webmaster tools. None of these LLMs are giving us any data. As a business owner, none of them are giving us any data. So we're relying on third parties like Tracker. We're relying on third parties like Evert Tune. You understand? How often are we showing up so we could get a damn click through, right? Right. We don't quite have that for now. So the AI Brand Index in Evert Tune comes the closest. Giving you some information we could use in the, so your thinking is absolutely right. Your recommendation is ly, right? Even if you can just get the number of clicks, even if you're tracking them very [00:29:00] carefully, it's very important. Please do exactly what you said. Make the channel, it's really important. But don't, don't read too much into the click-through rate bits, because we're missing the. We're missing a very important piece of information. Now remember when Google first came out, we didn't have tons of data. Um, and that's okay. These LLMs Pro probably will realize over time if they get into the advertising business that it's nice to give data out to other people, and so we might get more data. Until then, we are relying on these third parties that are hacking these tools to find us some data. So we can use it to understand, uh, some of the things we readily understand about keywords and things today related to Google. So we, we sadly don't have as much visibility today as we would like to have. George Weiner: Yeah. We really don't. Alright. I have, have a segment that I just invented. Just for you called Avanade's War Corner. And in Avanade's War Corner, I noticed that you go to war on various concepts, which I love because it brings energy and attention to [00:30:00] frankly data and finding answers in there. So if you'll humor me in our war corner, I wanna to go through some, some classic, classic avan. Um, all right, so can you talk to me a little bit about vanity metrics, because I think they are in play. Every day. Avinash Kaushik: Absolutely. No, no, no. Across the board, I think in whatever we do. So, so actually I'll, I'll, I'll do three. You know, so there's vanity metrics, activity metrics and outcome metrics. So basically everything goes into these three buckets essentially. So vanity metrics are, are the ones that are very easy to find, but them moving up and down has nothing to do with the number of donations you're gonna get as a nonprofit. They're just there to ease our ego. So, for example. Let's say we are a nonprofit and we run some display ads, so measure the number of impressions that were delivered for our display ad. That's a vanity metric. It doesn't tell you anything. You could have billions of impressions. You could have 10 impressions, doesn't matter, but it is easily [00:31:00] available. The count is easily available, so we report it. Now, what matters? What matters are, did anybody engage with the ad? What were the percent of people who hovered on the ad? What were the number of people who clicked on the ad activity metrics? Activity metrics are a little more useful than vanity metrics, but what does it matter for you as a non nonprofit? The number of donations you received in the last 24 hours. That's an outcome metric. Vanity activity outcome. Focus on activity to diagnose how well our campaigns or efforts are doing in marketing. Focus on outcomes to understand if we're gonna stay in business or not. Sorry, dramatic. The vanity metrics. Chasing is just like good for ego. Number of likes is a very famous one. The number of followers on a social paia, a very famous one. Number of emails sent is another favorite one. There's like a whole host of vanity metrics that are very easy to get. I cannot emphasize this enough, but when you unpack and or do meta-analysis of [00:32:00] relationship between vanity metrics and outcomes, there's a relationship between them. So we always advise people that. Start by looking at activity metrics to help you understand the user's behavior, and then move to understanding outcome metrics because they are the reason you'll thrive. You will get more donations or you will figure out what are the things that drive more donations. Otherwise, what you end up doing is saying. If I post provocative stuff on Facebook, I get more likes. Is that what you really wanna be doing? But if your nonprofit says, get me more likes, pretty soon, there's like a naked person on Facebook that gets a lot of likes, but it's corrupting. Yeah. So I would go with cute George Weiner: cat, I would say, you know, you, you get the generic cute cat. But yeah, same idea. The Internet's built on cats Avinash Kaushik: and yes, so, so that's why I, I actively recommend people stay away from vanity metrics. George Weiner: Yeah. Next up in War Corner, the last click [00:33:00] fallacy, right? The overweighting of this last moment of purchase, or as you'd maybe say in the do column of the See, think, do care. Avinash Kaushik: Yes. George Weiner: Yes. Avinash Kaushik: So when the, when the, when we all started to get Google Analytics, we got Adobe Analytics web trends, remember them, we all wanted to know like what drove the conversion. Mm-hmm. I got this donation for a hundred dollars. I got a donation for a hundred thousand dollars. What drove the conversion. And so what lo logically people would just say is, oh, where did this person come from? And I say, oh, the person came from Google. Google drove this conversion. Yeah, his last click analysis just before the conversion. Where did the person come from? Let's give them credit. But the reality is it turns out that if you look at consumer behavior, you look at days to donation, visits to donation. Those are two metrics available in Google. It turns out that people visit multiple times before [00:34:00] they make a donation. They may have come through email, their interest might have been triggered through your email. Then they suddenly remembered, oh yeah, yeah, I wanted to go to the nonprofit and donate something. This is Google, you. And then Google helps them find you and they come through. Now, who do you give credit Email or the Google, right? And what if you came 5, 7, 8, 10 times? So the last click fallacy is that it doesn't allow you to see the full consumer journey. It gives credit to whoever was the last person who sent you this, who introduced this person to your website. And so very soon we move to looking at what we call MTI, Multi-Touch Attribution, which is a free solution built into Google. So you just go to your multichannel funnel reports and it will help you understand that. One, uh, 150 people came from email. Then they came from Google. Then there was a gap of nine days, and they came back from Facebook and then they [00:35:00] converted. And what is happening is you're beginning to understand the consumer journey. If you understand the consumer journey better, we can come with better marketing. Otherwise, you would've said, oh, close shop. We don't need as many marketing people. We'll just buy ads on Google. We'll just do SEO. We're done. Oh, now you realize there's a more complex behavior happening in the consumer. They need to solve for email. You solve for Google, you need to solve Facebook. In my hypothetical example, so I, I'm very actively recommend people look at the built-in free MTA reports inside the Google nalytics. Understand the path flow that is happening to drive donations and then undertake activities that are showing up more often in the path, and do fewer of those things that are showing up less in the path. George Weiner: Bring these up because they have been waiting on my mind in the land of AEO. And by the way, we're not done with war. The war corner segment. There's more war there's, but there's more, more than time. But with both of these metrics where AEO, if I'm putting these glasses back on, comes [00:36:00] into play, is. Look, we're saying goodbye to frankly, what was probably somewhat of a vanity metric with regard to organic traffic coming in on that 10 facts about cube cats. You know, like, was that really how we were like hanging our hat at night, being like. Job done. I think there's very much that in play. And then I'm a little concerned that we just told everyone to go create an AEO channel on their Google Analytics and they're gonna come in here. Avinash told me that those people are buyers. They're immediately gonna come and buy, and why aren't they converting? What is going on here? Can you actually maybe couch that last click with the AI channel inbound? Like should I expect that to be like 10 x the amount of conversions? Avinash Kaushik: All we can say is it's, it's going to be people with high intention. And so with the businesses that I'm working with, what we are finding is that the conversion rates are higher. Mm. This game is too early to establish any kind of sense of if anybody has standards for AEO, they're smoking crack. Like the [00:37:00] game is simply too early. So what we I'm noticing is that in some cases, if the average conversion rate is two point half percent, the AEO traffic is converting at three, three point half. In two or three cases, it's converting at six, seven and a half. But there is not enough stability in the data. All of this is new. There's not enough stability in the data to say, Hey, definitely you can expect it to be double or 10% more or 50% more. We, we have no idea this early stage of the game, but, but George, if we were doing this again in a year, year and a half, I think we'll have a lot more data and we'll be able to come up with some kind of standards for, for now, what's important to understand is, first thing is you're not gonna rank in an answer engine. You just won't. If you do rank in an answer engine, you fought really hard for it. The person decided, oh my God, I really like this. Just just think of the user behavior and say, this person is really high intent because somehow [00:38:00] you showed up and somehow they found you and came to you. Chances are they're caring. Very high intent. George Weiner: Yeah. They just left a conversation with a super intelligent like entity to come to your freaking 2001 website, HTML CSS rendered silliness. Avinash Kaushik: Whatever it is, it could be the iffiest thing in the world, but they, they found me and they came to you and they decided that in the answer engine, they like you as the answer the most. And, and it took that to get there. And so all, all, all is I'm finding in the data is that they carry higher intent and that that higher intent converts into higher conversion rates, higher donations, as to is it gonna be five 10 x higher? It's unclear at the moment, but remember, the other reason you should care about it is. Every single day. As more people move away from Google search engines to answer engines, you're losing a ton of traffic. If somebody new showing up, treat them with, respect them with love. Treat them with [00:39:00] care because they're very precious. Just lost a hundred. Check the landing George Weiner: pages. 'cause you may be surprised where your front door is when complexity is bringing them to you, and it's not where you spent all of your design effort on the homepage. Spoiler. That's exactly Avinash Kaushik: right. No. Exactly. In fact, uh, the doping deeper into your websites is becoming even more prevalent with answer engines. Mm-hmm. Um, uh, than it used to be with search engines. The search always tried to get you the, the top things. There's still a lot of diversity. Your homepage likely is still only 30% of your traffic. Everybody else is landing on other homepage or as you call them, landing pages. So it's really, really important to look beyond your homepage. I mean, it was true yesterday. It's even truer today. George Weiner: Yeah, my hunch and what I'm starting to see in our data is that it is also much higher on the assisted conversion like it is. Yes. Yes, it is. Like if you have come to us from there, we are going to be seeing you again. That's right. That's right. More likely than others. It over indexes consistently for us there. Avinash Kaushik: [00:40:00] Yes. Again, it ties back to the person has higher intent, so if they didn't convert in that lab first session, their higher intent is gonna bring them back to you. So you are absolutely right about the data that you're seeing. George Weiner: Um, alright. War corner, the 10 90 rule. Can you unpack this and then maybe apply it to somebody who thinks that their like AI strategy is done? 'cause they spend $20 or $200 a month on some tool and then like, call it a day. 'cause they did ai. Avinash Kaushik: Yes, yes. No, it's, it's good. I, I developed it in context of analytics. When I was at my, uh, job at Intuit, I used to, I was at Intuit, senior director for research and analytics. And one of the things I found is people would consistently spend lots of money on tools in that time, web analytics tools, research tools, et cetera. And, uh, so they're spending a contract of a few hundred thousand dollars or hundreds of thousands of dollars, and then they give it to a fresh graduate to find insights. [00:41:00] I was like, wait, wait, wait. So you took this $300,000 thing and gave it to somebody. You're paying $45,000 a year. Who is young in their career, young in their career, and expecting them to make you tons of money using this tool? It's not the tool, it's the human. And so that's why I developed the the 10 90 rule, which is that if you have a, if you have a hundred dollars to invest in making smarter decisions, invest $10 in the tool, $90 in the human. We all have access to so much data, so much complexity. The world is changing so fast that it is the human that is going to figure out how to make sense of these insights rather than the tool magically spewing and understanding your business enough to tell you exactly what to do. So that, that's sort of where the 10 90 rule came from. Now, sort of we are in this, in this, um, this is very good for nonprofits by the way. So we're in this era. Where On the 90 side? No. So the 10, look, don't spend insane money on tools that is just silly. So don't do that. Now the 90, let's talk about the [00:42:00] 90. Up until two years ago, I had to spell all of the 90 on what I now call organic humans. You George Weiner: glasses wearing humans, huh? Avinash Kaushik: The development of LLM means that every single nonprofit in the world has access to roughly a third year bachelor's degree student. Like a really smart intern. For free. For free. In fact, in some instances, for some nonprofits, let's say I I just reading about this nonprofit that is cleaning up plastics in the ocean for this particular nonprofit, they have access to a p HT level environmentalist using the latest Chad GP PT 4.5, like PhD level. So the little caveat I'm beginning to put in the 10 90 rule is on the 90. You give the 90 to the human and for free. Get the human, a very smart Bachelor's student by using LLMs in some instances. Get [00:43:00] for free a very smart TH using the LLMs. So the LLMs have now to be incorporated into your research, into your analysis, into building a next dashboard, into building a next website, into building your next mobile game into whatever the hell you're doing for free. You can get that so you have your organic human. Less the synthetic human for free. Both of those are in the 90 and, and for nonprofit, so, so in my work at at Coach and Kate Spade. I have access now to a couple of interns who do free work for me, well for 20 minor $20 a month because I have to pay for the plus version of G bt. So the intern costs $20 a month, but I have access to this syn synthetic human who can do a whole lot of work for me for $20 a month in my case, but it could also do it for free for you. Don't forget synthetic humans. You no longer have to rely only on the organic humans to do the 90 part. You would be stunned. Upload [00:44:00] your latest, actually take last year's worth of donations, where they came from and all this data from you. Have a spreadsheet lying around. Dump it into chat. GPT, I'll ask it to analyze it. Help you find where most donations came from, and visualize trends to present to board of directors. It will blow your mind how good it is at do it with Gemini. I'm not biased, I'm just seeing chat. GPD 'cause everybody knows it so much Better try it with mistrial a, a small LLM from France. So I, I wanna emphasize that what has changed over the last year is the ability for us to compliment our organic humans with these synthetic entities. Sometimes I say synthetic humans, but you get the point. George Weiner: Yeah. I think, you know, definitely dump that spreadsheet in. Pull out the PII real quick, just, you know, make me feel better as, you know, the, the person who's gonna be promoting this to everybody, but also, you know, sort of. With that. I want to make it clear too, that like actually inside of Gemini, like Google for nonprofits has opened up access to Gemini for free is not a per user, per whatever. You have that [00:45:00] you have notebook, LLM, and these. Are sitting in their backyards for free every day and it's like a user to lose it. 'cause you have a certain amount of intelligence tokens a day. Can you, I just like wanna climb like the tallest tree out here and just start yelling from a high building about this. Make the case of why a nonprofit should be leveraging this free like PhD student that is sitting with their hands underneath their butts, doing nothing for them right now. Avinash Kaushik: No, it is such a shame. By the way, I cannot add to your recommendation in using your Gemini Pro account if it's free, on top of, uh, all the benefits you can get. Gemini Pro also comes with restrictions around their ability to use your data. They won't, uh, their ability to put your data anywhere. Gemini free versus Gemini Pro is a very protected environment. Enterprise version. So more, more security, more privacy, et cetera. That's a great benefit. And by the way, as you said, George, they can get it for free. So, um, the, the, the, the posture you should adopt is what big companies are doing, [00:46:00] which is anytime there is a job to be done, the first question you, you should ask is, can I make the, can an AI do the job? You don't say, oh, let me send it to George. Let me email Simon, let me email Sarah. No, no, no. The first thing that should hit your head is. I do the job because most of the time for, again, remember, third year bachelor's degree, student type, type experience and intelligence, um, AI can do it better than any human. So your instincts to be, let me outsource that kind of work so I can free up George's cycles for the harder problems that the AI cannot solve. And by the way, you can do many things. For example, you got a grant and now Meta allows you to run X number of ads for free. Your first thing, single it. What kind of ad should I create? Go type in your nonprofit, tell it the kind of things you're doing. Tell it. Tell it the donations you want, tell it the size, donation, want. Let it create the first 10 ads for you for free. And then you pick the one you like. And even if you have an internal [00:47:00] designer who makes ads, they'll start with ideas rather than from scratch. It's just one small example. Or you wanna figure out. You know, my email program is stuck. I'm not getting yield rates for donations. The thing I want click the button that called that is called deep research or thinking in the LL. Click one of those two buttons and then say, I'm really struggling. I'm at wits end. I've tried all these things. Write all the detail. Write all the detail about what you've tried and now working. Can you please give me three new ideas that have worked for nonprofits who are working in water conservation? Hmm. This would've taken a human like a few days to do. You'll have an answer in under 90 seconds. I just give two simple use cases where we can use these synthetic entities to send us, do the work for us. So the default posture in nonprofits should be, look, we're resource scrapped anyway. Why not use a free bachelor's degree student, or in some case a free PhD student to do the job, or at least get us started on a job. So just spending 10 [00:48:00] hours on it. We only spend the last two hours. The entity entity does the first date, and that is super attractive. I use it every single day in, in one of my browsers. I have three traps open permanently. I've got Claude, I've got Mistrial, I've got Charge GPT. They are doing jobs for me all day long. Like all day long. They're working for me. $20 each. George Weiner: Yeah, it's an, it, it, it's truly, it's an embarrassment of riches, but also getting back to the, uh, the 10 90 is, it's still sitting there. If you haven't brought that capacity building to the person on how to prompt how to play that game of linguistic tennis with these tools, right. They're still just a hammer on a. Avinash Kaushik: That's exactly right. That's exactly right. Or, or in your case, you, you have access to Gemini for nonprofits. It's a fantastic tool. It's like a really nice card that could take you different places you insist on cycling everywhere. It's, it's okay cycle once in a while for health reasons. Otherwise, just take the car, it's free. George Weiner: Ha, you've [00:49:00] been so generous with your time. Uh, I do have one more quick war. If you, if you have, have a minute, uh, your war on funnels, and maybe this is not. Fully fair. And I am like, I hear you yelling at me every time I'm showing our marketing funnel. And I'm like, yeah, but I also have have a circle over here. Can you, can you unpack your war on funnels and maybe bring us through, see, think, do, care and in the land of ai? Avinash Kaushik: Yeah. Okay. So the marketing funnel is very old. It's been around for a very long time, and once I, I sort of started working at Google, access to lots more consumer research, lots more consumer behavior. Like 20 years ago, I began to understand that there's no such thing as funnel. So what does the funnel say? The funnel says there's a group of people running around the world, they're not aware of your brand. Find them, scream at them, spray and pray advertising at them, make them aware, and then somehow magically find the exact same people again and shut them down the fricking funnel and make them consider your product.[00:50:00] And now that they're considering, find them again, exactly the same people, and then shove them one more time. Move their purchase index and then drag them to your website. The thing is this linearity that there's no evidence in the universe that this linearity exists. For example, uh, I'm going on a, I like long bike rides, um, and I just got thirsty. I picked up the first brand. I could see a water. No awareness, no consideration, no purchase in debt. I just need water. A lot of people will buy your brand because you happen to be the cheapest. I don't give a crap about anything else, right? So, um, uh, uh, the other thing to understand is, uh, one of the brands I adore and have lots of is the brand. Patagonia. I love Patagonia. I, I don't use the word love for I think any other brand. I love Patagonia, right? For Patagonia. I'm always in the awareness stage because I always want these incredible stories that brand ambassadors tell about how they're helping the environment. [00:51:00] I have more Patagonia products than I should have. I'm already customer. I'm always open to new considerations of Patagonia products, new innovations they're bringing, and then once in a while, I'm always in need to buy a Patagonia product. I'm evaluating them. So this idea that the human is in one of these stages and your job is to shove them down, the funnel is just fatally flawed, no evidence for it. Instead, what you want to do is what is Ash's intent at the moment? He would like environmental stories about how we're improving planet earth. Patagonia will say, I wanna make him aware of my environmental stories, but if they only thought of marketing and selling, they wouldn't put me in the awareness because I'm already a customer who buys lots of stuff from already, right? Or sometimes I'm like, oh, I'm, I'm heading over to London next week. Um, I need a thing, jacket. So yeah, consideration show up even though I'm your customer. So this seating do care is a framework that [00:52:00] says, rather than shoving people down things that don't exist and wasting your money, your marketing should be able to discern any human's intent and then be able to respond with a piece of content. Sometimes that piece of content in an is an ad. Sometimes it's a webpage, sometimes it's an email. Sometimes it's a video. Sometimes it's a podcast. This idea of understanding intent is the bedrock on which seat do care is built about, and it creates fully customer-centric marketing. It is harder to do because intent is harder to infer, but if you wanna build a competitive advantage for yourself. Intent is the magic. George Weiner: Well, I think that's a, a great point to, to end on. And again, so generous with, uh, you know, all the work you do and also supporting nonprofits in the many ways that you do. And I'm, uh, always, always watching and seeing what I'm missing when, um, when a new, uh, AKA's Razor and Newsletter come out. So any final sign off [00:53:00] here on how do people find you? How do people help you? Let's hear it. Avinash Kaushik: You can just Google or answer Engine Me. It's, I'm not hard. I hard to find, but if you're a nonprofit, you can sign up for my newsletter, TMAI marketing analytics newsletter. Um, there's a free one and a paid one, so you can just sign up for the free one. It's a newsletter that comes out every five weeks. It's completely free, no strings or anything. And that way I'll be happy to share my stories around better marketing and analytics using the free newsletter for you so you can sign up for that. George Weiner: Brilliant. Well, thank you so much, Avan. And maybe, maybe we'll have to take you up on that offer to talk sometime next year and see, uh, if maybe we're, we're all just sort of, uh, hanging out with synthetic humans nonstop. Thank you so much. It was fun, George. [00:54:00]

In this episode, the hosts dissect a distressed e-commerce furniture supplier deal selling near working capital value, debating whether falling revenues, marketplace dependence, and margin mystery leave any room for a profitable turnaround.Business Listing – https://sunbeltbusinessadvisors.na1.echosign.com/public/esignWidget?wid=CBFCIBAA3AAABLblqZhBlhdGFxx3mqBCvFivLTWiYVRhy79ufoVFC-anF9an9FqncoIGMVsReaFLOLRWxL-k*Sponsored by:Heron Finance – build a personalized private credit portfolio for steady monthly income—without the market rollercoaster. In minutes, take a quiz, see your custom plan, and invest in 12+ top-tier funds from managers like Ares, Apollo, and KKR, overseeing $1T+ with loss rates under 0.5%. Higher returns than bonds, lower volatility than stocks—start earning today at https://www.HeronFinance.com.Capital Pad – The modern back office for dealmakers. Capital Pad helps acquisition entrepreneurs, searchers, and private equity firms streamline deal tracking, investor updates, and portfolio management — all in one easy-to-use platform. Explore more at https://www.capitalpad.com.The team reviews “Project Assembly,” a branded ready-to-assemble furniture supplier with a proprietary product line and strong e-commerce distribution through Amazon, Lowe's, Home Depot, Target, and Wayfair. Once generating $22M in revenue, the company has seen a four-year slide to $9.4M, though gross margins have oddly improved from 19% to 32% despite the drop. The deal is being marketed at roughly $3.8M — close to the estimated book value of its working capital — making it feel more like a liquidation opportunity than a healthy going concern.Key Highlights:- Asking price: ~$3.8M, pegged to working capital value.- Revenue decline: $22M in 2020 → $9.4M in 2024.- 98% marketplace e-commerce sales via major retailers.- Gross margins increased from 19% to 32% despite shrinking sales.- Marketplace algorithm ranking & Chinese competition as potential killers.Subscribe to weekly our Newsletter and get curated deals in your inboxAdvertise with us by clicking here Do you love Acquanon and want to see our smiling faces? Subscribe to our Youtube channel. Do you enjoy our content? Rate our show! Follow us on Twitter @acquanon Learnings about small business acquisitions and operations. For inquiries or suggestions, email us at contact@acquanon.com

In this episode of Beyond Markets, Mark Matthews, Head of Research Asia at Julius Baer, speaks with General David H. Petraeus, Partner at KKR and former US Army General, about leadership lessons from his distinguished military career and how they translate to the corporate world. Their conversation explores recent conflicts, including the India–Pakistan skirmish, the US withdrawal from Afghanistan, and the Russia–Ukraine war, highlighting the critical role of deterrence. They also examine the future of US energy policy amid shifting dynamics in the Middle East and global oil markets, consider China's growing influence in the Western Hemisphere and its implications, and explore regions with strong potential for development.(00:52) - Lessons from the General Petraeus' military career (03:24) - Parallels with the corporate world (05:52) - Takeaways from the India-Pakistan and Russia-Ukraine conflicts (11:38) - Energy independence, and the future of US policy in the Middle East (19:47) - The effectiveness of US sanctions (25:30) - China's growing influence in the Western hemisphere (29:01) - Growing interest in the Arctic (30:45) - Singapore and Dubai's success story (34:00) - Countries with great potential and opportunities

S&P futures are pointing to a flat open today. Markets are responding positively to a record close in the U.S. markets, driven by CPI data that supports expectations of a September rate cut. While the data reflects mixed impacts from tariffs, it is seen as mild enough to justify Fed easing, particularly amid signs of labor market weakness. Asian markets surged today, with notable performances in Japan and Hong Kong. European markets are also firmer in early trades. Companies Mentioned: Sapiens International, KKR

What if the energy transition isn't a race, but a steady march toward the end of fossil fuel usage? Do we need to move more like the tortoise, and less like the hare? And in a world of competing narratives, who gets to define "pragmatism"?In this season finale of Cleaning Up, hosts Michael Liebreich and Bryony Worthington unpack these questions as they review Season 15's most compelling conversations about energy transformation, and celebrate five years of Cleaning Up. They dissect the current political landscape, particularly the challenges facing clean energy in the United States, and Bryony grills Michael on his recent Bloomberg essay on the "Pragmatic Climate Reset."This is the final episode of Season 15 of Cleaning Up, join us in September for the start of Season 16.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:Watch all the episodes in Season 15 of Cleaning Up: https://youtube.com/playlist?list=PLe8ZTD7dMaaB2B4gQpVBd34bjcF1w0BpP&feature=sharedSee our archive of over 200 episodes at https://www.cleaningup.live/

Trapital Summit is on Sep 10 in LA. Join us! Get your tickets here. The major record labels are adapting for the modern era. Lately, that shift has them looking less like RCA and more like KKR. These companies have invested less in signing new artists and more in acquiring the legendary back catalog of music. With streaming driving steady royalties, the music rights of proven hits are valuable. Music companies have teamed up with private equity firms to cash in. I also break down how this changes artist deals, lowers risk-taking, and opens the door for global investors and even artists to buy in. 00:33 The Shift to Private Equity 03:45 The Back Catalog Boom 09:24 A&R Reductions 12:14 What The Future Holds This episode is presented by State Farm, the home for your small business needs. Like a good neighbor, State Farm is there. Listen in for our Chartmetric Stat of the Week. Trapital Summit is on Wednesday September 10 in LA. Join us!

In February, veteran fossil industry advisor Dan Yergin and two co-authors published a piece called The Troubled Transition. In it they dismiss the idea that there is or can ever be an energy transition, anchored on the fact that fossil fuels contributed 85% to so-called primary energy in 1990 and still contribute 80% today. Needless to say, their argument has been widely amplified by the oil and gas industry. They conclude with a demand for a new approach – which they call a “pragmatic path”. Pragmatism is needed, but not the pragmatism of defeat. Not the ‘pragmatism' of believing fossil fuels hold the key to further human progress. Not the ‘pragmatism' of addressing climate change only if it suits the interests of fossil-fuel companies. What is needed is the pragmatism of robust but affordable climate action. This week on Cleaning Up, Michael Liebreich debunks narratives that trumpet the alleged failure of climate action, and explains why a pragmatic climate reset is needed.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links and more: Read the full article on BNEF: https://about.bnef.com/insights/clean-energy/liebreich-the-pragmatic-climate-reset-part-i/Tony Blair Institute Climate Reset Report: https://institute.global/insights/climate-and-energy/the-climate-paradox-why-we-need-to-reset-action-on-climate-changeMichael Cembalest 15th annual Eye On The Market: https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/heliocentrism-amv.pdfDan Yergin et al, The Troubled Transition: https://www.foreignaffairs.com/united-states/troubled-energy-transition-yergin-orszag-aryaGenerative AI – The Power and the Glory: https://about.bnef.com/insights/clean-energy/liebreich-generative-ai-the-power-and-the-glory/Five Superheroes of the Transition: https://about.bnef.com/insights/clean-energy/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-ii-easier/Tony Blair on Cleaning Up: https://youtu.be/Ko90KbFKBnIDan Yergin on Cleaning Up: https://www.youtube.com/watch?v=8QIh4U3Vgjc  

El ministro de Asuntos Exteriores, Unión Europea y Cooperación ha destacado el papel de España como el país que "más hace por Palestina" y ha criticado la reacción tardía de la UE, que ha actuado tarde y con escasa contundencia. Netanyahu convoca al gabinete de seguridad con el objetivo de "ir a por la ocupación total de Gaza"Convocan una protesta pro Palestina a las puertas del Arenal Sound por vínculos con KKR

Stoking the FireIndiana Sprint Week concludes. A review of our picks. And a quick recap.It is Knoxville week! Our qualifying night picks and Saturday picks.Rural King "Road to the Dome" Announced at Coles County Speedway in September A bus race? KKR team shake-upSocial media of the weekThe Draft (Ends around 22:00 minute mark)Feature FinishUSAC Indiana Sprint WeekWoO sprint cars - Iron Man weekend at PevelyWoO late models - USA Nationals @ Cedar Lake360 Nationals @ Knoxville Raceway NARC King of the West - Johnny Key Classic @ Ocean Speedway CA, PA, OH weekly shows305 Nationals @ Belleville High Banks Lou Blaney Memorial @ Sharon Speedway KKM Challenge Series @ US 24 Speedway Capitani Classic @ Knoxville Raceway Red Hill Raceway - Jay Jones MemorialSUPER DIRTcar Series visits Canada (Ends around 35:00 minute mark)The Smoke A White Castle snack? Burrito TapatioA return visit to Texas Roadhouse...National Chicken Wing DayGreeks Pizzeria Buffalouie's... track-side!Ribs for the finale at Haubstadt

Send us a textIn this powerful discussion, Sylvia—an experienced voice in policy and wealth management—breaks down why emerging fund managers and independent sponsors continue to face massive roadblocks in raising capital post-COVID.She explains the growing gap between smaller investment firms and trillion-dollar wealth management giants like Blackstone and KKR, and what emerging managers must do to compete in today's conservative capital environment.

Auto companies saw mixed results in the second quarter related to sales and finance volume, as Carvana's originations surged, Ford Credit's earnings rose and Credit Acceptance Corp. and Penske Automotive faced declines.Carvana's originations soared 51.1% year over year in Q2 to $3.1 billion, while Credit Acceptance Corp.'s originations plummeted 14.6% YoY on a unit basis to 86,486, according to the lenders' earnings reports.Captive Ford Credit saw an 88.1% YoY increase in earnings before taxes to $645 million in Q2, though its finance penetration rate of U.S. Ford Motor sales fell to 33% in Q2, compared with 51% a year earlier, according to its earnings report.Retailers Asbury Automotive and Penske Automotive faced declining finance and insurance profits. Asbury Automotive's F&I revenue fell 5.4% YoY to $182 million, while Penske Automotive's F&I revenue dropped 3.9% YoY to $200.5 million, according to the retailers' earnings reports.Retailers also saw mixed new- and used-vehicle inventory in Q2. Asbury Automotive reported new-vehicle inventory down 13 days YoY at 49 days' supply, while used inventory fell one day YoY at 37 days' supply. Penske's new-vehicle inventory hit 57 days' supply, up YoY from 49, while used vehicles fell YoY to 44 days from 47.Also last week, asset management firms KKR & Co. and Pacific Management Co. agreed to purchase a stake in Harley-Davidson Financial Services and buy more than $5 billion in existing loan receivables, according to a July 30 Harley-Davidson announcement. The announcement came days before Harley-Davidson appointed Artie Starrs, chief executive of Topgolf, to be its new chief executive starting Oct. 1.In this episode of the “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush discuss trends across second-quarter bank earnings for the week ended Aug. 1. 

Is the US about to enter a new era of energy inflation? Can technological progress outpace political regression? Are we witnessing the permanent end of America's climate ambitions?This week on Cleaning Up, Michael Liebreich sits down with Ethan Zindler, former climate counselor to Treasury Secretary Janet Yellen, now head of countries and policy at BloombergNEF, to dissect the dramatic shifts in US energy policy. Fresh from the passage of the "One Big Beautiful Bill," Zindler reveals how recent legislation in the US could set back clean energy development by years, potentially undermining investments in wind, solar and electric vehicles. There are a couple of brighter spots too, with costs in some technologies falling so rapidly that they might escape the drag of the current administration, and other technologies — like advanced geothermal and nuclear — seeing an uptick in support. Zindler brings the latest analysis from BloombergNEF to Cleaning Up to help unpack the One Big Beautiful Bill and what it means for the future of US energy policy.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more: Could Trump 2.0 Roll Back The IRA? Ep181: Ethan Zindler – https://www.youtube.com/watch?v=Sf5_r3V3Vs8The Future of Clean Tech Under Trump — Ep198: Jigar Shah https://www.youtube.com/watch?v=PCOaF-qQ_TUElon Musk and Michael's 2007 testimony to Senate Committee on Energy & Natural Resources: https://www.energy.senate.gov/hearings/2007/3/hearing-ECF571D9-2A3E-444F-A0F0-1C18EE28FFF3

In this episode, Scott Becker shares updates on the rebound of major private equity firms after a tough start to the year, with Blackstone and KKR now showing positive gains while Apollo and TPG remain slightly down.

In this episode, Scott Becker shares updates on the rebound of major private equity firms after a tough start to the year, with Blackstone and KKR now showing positive gains while Apollo and TPG remain slightly down.

⁠If the UK can't ditch fossil fuels, who can? What impact would more drilling in the North Sea have for UK energy prices? What does the end of the net zero consensus mean for UK energy policy?This week on Cleaning Up, host Bryony Worthington sits down with Tessa Khan, founder of Uplift, a charity challenging the oil and gas industry's hold on UK energy policy. A lawyer turned campaigner, Khan offers incisive analysis of why the North Sea's fossil fuel era must end.Drawing from her background in international human rights and development, Khan reveals how the UK could become a global pioneer in energy transformation. She unpacks the economic myths perpetuated by the oil and gas lobby, exposes the minimal benefits of continued extraction, and champions a just transition to renewable energy.With the UK at a critical political crossroads, Khan offers a masterclass in strategic advocacy, blending data, political insight, and a passionate vision for a sustainable future. Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Tessa Khan's organisation, Uplift: https://www.upliftuk.org/Uplift's report on the future of the North Sea: https://www.upliftuk.org/post/the-future-of-the-north-seaUK Oil & Gas Reserves Report: https://www.nstauthority.co.uk/media/8394/reserves-and-resources-2022.pdfBBC article on Rosebank emissions guidance: https://www.bbc.co.uk/news/articles/c994v5dy3p0o

The reckoning is here. Once a safe harbor, Big Tech has finally also gone full out on layoffs. Is this a structural shift to employment in Tech? Will the subsequent talent spillover be great for start-ups and entrepreneurship? Will it positively affect other industries?In this episode of Tech Deciphered, we will answer these and other questions in a deep discussion on the Global Tech Labor reset.Navigation:Intro (01:34)Layoffs & RestructuringShifts in Compensation & PerksRise of Fractional, Freelance, and Solopreneur WorkTalent Spillover to Other SectorsGeography & Culture ShiftsConclusionOur co-hosts:Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmittNuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedroOur show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Goncalves PedroWelcome to Episode 66 of Tech DECIPHERED. Today, we'll talk about the global labour tech reset. Tech and big tech, which seemed immune to any lay-offs, seems now to be under fire. Massive lay-offs over the last 2.5 years, a lot of discussion around the importance of having a computer science, computer engineering background, and so what seemed to be a safe haven for any graduate is now under stress.  Today, we will discuss the structural perspective on what's happening in the market, if this is a long-term trend or not, what has led us to this, and what is next. We'll talk about the rise of fractional freelance and solopreneur work, as well as talk about talent spillovers, and some of the usual geographical dynamics around the space. Bertrand, a huge shift in tech. Bertrand SchmittYes, definitely. It's pretty big. I think it started probably around 2022, once we got some changing interest rates that have a pretty massive impact in stock prices for a lot of companies. At that time, a lot of companies decided, and usually under some pressure, that it was time to be more efficient, to generate more cash. Yes, you want to grow, but not grow at all cost. You have to go efficiently.  That's when we started to see some share price going down and step by step, quarter after quarter. Some change in attitude with a lot of big tech and that has created some impact in term of lay-off from different parts of the business, from the sales team to the DNA, to even engineering R&D.  What is also been happening since 2022, 2023 is a change of focus. A lot of focus is being put in AI. A lot of investment in CapEx is going to AI. At some point, if you want to keep doing all this investing, investments, you might have to get some other part of the business in order to create additional savings to do all the spend you can in AI. There has been more recently a switch. It's not about just efficiency to push all the… But generating the ability to invest in AI. Nuno Goncalves PedroIt's part of a broader movement. Before we step back a little bit and go back in history, even recently, we've heard that there's talks between Meta and a bunch of private equity firms like KKR, Brookfield, Apollo, and others, to actually help in financing data centers. Meta is a gigantic company, so one would assume they have cash to do all these things. Maybe they don't.  To your point, that level of efficiency that is now needed in the market where you need to throw actual money, CapEx, into the building of infrastructure, the building of the core underpins of what you're doing is pretty vital. But let's go back a little bit of a second, and we've talked about it maybe in our early episodes.  Companies like Meta, Facebook back in the day, Google, Alphabet now,

Nuclear power stocks have surged in recent months, and Kenny Polcari notes NuScale Power (SMR) as no exception. He sees the company's small nuclear reactors playing a key role in powering A.I. infrastructure. Kenny labels Hims & Hers (HIMS) as a disruptor and KKR & Co. (KKR) as a high-growth opportunity in the financial sector. Rick Ducat turns to the bearish and bullish trends in the charts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

We keep hearing the refrain that there's billions of dollars sitting on the sidelines for commercial real estate. Well if that's true, then why is it so hard to raise capital in the current environment? Every investor and every developer I speak with is saying that investors are sitting on their wallets. There is a substantial amount of dry powder available for commercial real estate investment across various firms, with London-based investment data company Preqin putting the number at more than $350 billion. Much of it is held by the largest private equity and alternative investment firms, including Blackstone, Brookfield Asset Management, Ares Management, KKR, Carlyle Group, Apollo Global Management, TPG Capital and Starwood Capital Group.Much of the dry powder was raised three or more years ago and has been left unspent. Funds often have set periods during which they must spend money they've taken in from investors, and that deadline is approaching with many companies showing new signs of activity. -------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

What if the key to solving our climate crisis lies beneath our feet? Could tiny fungal networks be the unsung heroes of carbon sequestration? And how might reimagining our relationship with fungi transform our understanding of life on Earth? This week on Cleaning Up, Bryony Worthington sits down with Merlin Sheldrake, author of the bestselling "Entangled Life," to explore the extraordinary world of fungi. Sheldrake reveals how these remarkable organisms are not just passive participants in our ecosystem, but active innovators that have been shaping our planet for a billion of years. From their crucial role in carbon cycling and soil health to their potential in creating sustainable materials, fungi may be a powerful solution to some of our most pressing environmental challenges. Sheldrake takes us on a journey through fungal networks, discussing their intelligence, chemical capabilities, and symbiotic relationships that challenge our understanding of life. Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more: Merlin's Book, Entangled Life: https://www.merlinsheldrake.com/entangled-life Fungi: Web of Life Trailer — https://www.youtube.com/watch?v=YCf7YywIBZ8 Society for the Protection of Underground Networks: https://www.spun.earth  

By popular demand... here are my top 10 recruiting resources for investment banking!1. 400Q Guide2. Investment Banking by Rosenbaum and Pearl3. Financial Statements by Ittelson4. Wall Street Journal5. Morning Brew6. Dale Carnegie7. Toastmaster's International8. Microsoft Excel9. Perplexity AI10. Notion AIClick here for Buy Side Recruiting HelpBuy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBIContact: investmentbankinginsights@gmail.com

Frank Holland and the Investment Committee debate the state of stocks as investors brush off a new round of tariff threats. Calls of the Day include KKR, Taiwan Semiconductor, Wynn Resorts, Church & Dwight, and Exxon Mobil. CNBC's Dominic Chu details today's ETF Edge. The experts discuss the earnings setup for Netflix, United Airlines, and Marsh & McLennan.Investment Committee Disclosures

Nick examines the technical yet crucial topic of how elite Private Equity firms effectively scale business operations. Drawing from his extensive experience in Private Equity and entrepreneurship, Nick highlights the significant differences between traditional business growth strategies and those employed by top firms like KKR and Blackstone KEY TAKEAWAYS Private Equity firms succeed not just by acquiring businesses at low prices but by executing operational improvements effectively. Founders can adopt similar strategies to enhance their business operations and drive growth. Establishing a structured 100-day plan can help business owners identify hidden value, design efficient organisational structures Successful Private Equity firms emphasise systemisation at scale, creating streamlined processes and centralised tech stacks.  Effective leadership is crucial for driving value. Business owners should assess their teams regularly and be willing to replace underperforming leaders to ensure the execution of their growth strategies. BEST MOMENTS "The real pros, they obsess over how to run them once they own them." "You do not need to sell to Private Equity to scale like Private Equity."  "If the team that's inherently brought in can't deliver the value creation plan, then they're replaced."  "In Private Equity, growth isn't left to hope, it's precisely engineered, it's methodical." VALUABLE RESOURCES Scale Your Business Beyond 8 Figures - Watch This Video: https://go.highvalueexit.com/scale-beyond  Exit Your Business For Millions - Download This Guide: https://go.highvalueexit.com/opt-in  Nick's LinkedIn: https://highvalueexit.com/li Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies. He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits.   This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

In a world where 17% of all electricity is generated from wind and solar and where 93% of all new capacity added to the grid is from renewables, it can be easy to forget that countries got their first wind and solar resources within just the last few years. And in fact, some countries are still waiting for their first. Today on Cleaning Up, we're joined by Daniel Calderon, Founder and Managing Partner of Alcazar Energy Partners. Daniel has made it a specialty of going into countries overlooked by others, building their first wind and solar farms, and as he explains, doing it profitably. Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Alcazar Energy Partners:  https://alcazarenergy.com/Episode 196 with Lucy Heintz: https://youtu.be/nhGDI_0QIHgEpisode 181 with Ethan Zindler: https://www.youtube.com/watch?v=Sf5_r3V3Vs8Episode 204, the Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Welcome to the OVTLYR Trading Room, the place where traders save time, make money, and start winning with less risk. In this power-packed session, two high-conviction trades are closed out for nearly 10% total portfolio growth. We're talking about real results, real data, and real edge.First up: KKR and Capital One Financial. Both trades were executed using the OVTLYR Nine — a proprietary behavioral analytics framework that combines market trend, breadth, fear & greed, and more. These weren't random plays. They were structured, rules-based trades that delivered gains of 48.9% and 49.1%, respectively.This episode shows exactly how it's done:➡️ Analyzing 10/20/50 EMA trend templates across multiple timeframes➡️ Tracking real-time buy/sell signals using OVTLYR's data engine➡️ Evaluating sector sentiment with precision fear & greed analytics➡️ Managing open trades with dynamic exit signals, not emotionIt's not about gambling. It's about clarity. Clean setups. Clear rules. Smart exits.You'll also get a full breakdown on a new trade in TT (Trane Technologies) — complete with entry rationale, sector alignment, and exit planning. Nothing is hidden. Every trade is explained in plain terms so you can learn exactly how to use the OVTLYR system in your own account.Later in the video, we take a deep dive into SoFi ($SOFI) — a stock that's been all over the news. Is it still a buy? Has it run too far, too fast? You'll see how the OVTLYR signals line up across trend, sentiment, and breadth — and why profit targets may actually work against you. Learn how behavioral order blocks influence price action and how to avoid emotional traps in crowded trades.There's also a valuable lesson on liquidity risk and open interest, including a real trade that could have gone sideways if not for smart order handling. If you trade options, this is must-know info that can protect your capital.The community is on fire too — members sharing wins of 30%, 40%, even over 60% using the same methods shown here. That's the OVTLYR Effect — where smart trades lead to serious results.Whether you're brand new to trading or a seasoned pro, this video is your roadmap to:✅ Spotting high-probability setups✅ Executing with confidence✅ Locking in gains, not just chasing themIf you're tired of guessing and ready for a smarter, data-driven way to trade, this is it. Join the thousands of traders who use OVTLYR to gain an edge and trade like it actually matters!Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Private credit is having a moment in India. Hardly a week goes by without a blockbuster deal. Whether it's Deutsche Bank's $3.4 billion debt package, KKR's $600 million loan to Manipal, or a fresh round of financing for Shapoorji Pallonji.But beneath the surface, pressure is building.As interest rates fall and competition heats up, yields are tightening. Banks, once sidelined, are eyeing a comeback. They are realising they should once again lend to companies they gave up to non-bank lenders first when their own bad loans shot up to over 11% in the year ended March 2017, and now increasingly to private-credit funds.Tune in.  Want to attend The Ken's next event—How AI is Breaking and Remaking the Way Products are Built?

In this episode, Scott Becker shares encouraging signs from the private equity world as major firms like Blackstone and KKR recover some year-to-date losses.

In this episode, Scott Becker shares encouraging signs from the private equity world as major firms like Blackstone and KKR recover some year-to-date losses.

Twenty Minute VC: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Philip worked at McKinsey & Company in and co-founded Berlin-based VC firm Venturepark, Europe's first pan-European incubator. Agenda: 00:00 – "We Lost $500M in Turkey. Here's Why We'll Never Do It Again." 01:40 – Inside Europe's Biggest PE Fund: $8B of Pure Firepower 03:55 – The $100M Dot-Com Failure That Changed My Career 06:45 – Why Picking the Wrong VC Will Destroy Your Company 10:20 – KKR's $500M COVID Gamble: Genius or Insane? 12:35 – Why We Ignored the Market & Deployed 40% of Our Fund 15:55 – KKR's Ruthless Portfolio Discipline: Love Doesn't Matter 17:10 – Do Power Laws Apply in PE? Freise Destroys the Myth 18:45 – The Truth About Capital Intensity in the Age of AI 20:10 – Can AI Kill the PE Model? Here's What Philipp Says 26:00 – The Secret to Great Investment Decisions at KKR 32:40 – Why There's a $3T Liquidity Time Bomb in Venture 34:25 – The Death of IPOs? How KKR Exits Without Going Public 40:05 – Will KKR Europe Hit $20B? Freise's Bold Prediction 43:45 – Helsing, Space, and Defense: The New Age of DeepTech Bets 45:30 – Tariffs, China, and the Future of the German Car Empire 47:00 – Freise vs. Bitcoin: Will USD Still Rule in 10 Years? 48:15 – 4 Global Shocks Happening Right Now That You Need to Know 51:30 – KKR Missed Spotify AND Alibaba?! The Painful Stories 53:00 – Do Andreessen & General Catalyst Scare KKR? Freise Responds 54:30 – The One Metric That Will Define KKR's Next Decade  

Cybersecurity Lessons on the Path to Private EquityDive into the world of private equity and cybersecurity with Paul Harragan, Global Cybersecurity Lead at KKR. In this episode, we cover strategies for managing risks, navigating M&A diligence, and aligning security with business growth.+ + +Find more episodes on YouTube or wherever you listen to podcasts, as well as at netspi.com/agentofinfluence.

In 1849, when the Gold Rush hit California, the people who were certain to make money were not the miners, but the sellers of picks and shovels. Indeed, America's first millionaire, Samuel Brannan, made his fortune by adding huge margins to everyday items that suddenly become high in demand. Today's sellers of picks and shovels are those providing the hardware and infrastructure to the software and platform providers, and one company stands apart as the beneficiary of the recent boom times in artificial intelligence: Nvidia. They're currently among the top three listed companies in the US, alongside Apple and Microsoft, and are incredibly profitable, with estimated margins in excess of 40%. They've been around for 30 years, and are much more than simply chip fabricators. This week on Cleaning Up, Bryony Worthington sits down with Josh Parker, Nvidia's head of sustainability, to explore some of the challenges and opportunities he sees in the AI and Climate space.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Episode 204, the Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM Nvidia's Sustainability Report:Earth2: https://www.nvidia.com/en-gb/high-performance-computing/earth-2/cBottle: https://catalog.ngc.nvidia.com/orgs/nvidia/teams/earth-2/models/cbottleMichael's piece on AI efficiency: https://mliebreich.substack.com/p/ai-data-centre-power-and-glory-an

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.This isn't your typical trading video, this is a behind-the-scenes breakdown of how serious traders are building confidence, consistency, and results using OVTLYR's proven trading system.You'll see exactly how smart traders set up their plans, manage risk, and avoid the pain of emotional trades. From live trade reviews to advanced exit strategies and precision screening tools, this is the kind of session most people never get access to.Whether you're managing a small portfolio or scaling serious capital, this video will walk you through exactly how to:➡️ Follow the 10-20-50 Trend Template for trend confirmation➡️ Use the OVTLYR 9 signal framework to find high-probability setups➡️ Identify precise entry and exit points based on market breadth and fear/greed heatmaps➡️ Manage trades with phantom rolls when liquidity is thin➡️ Avoid traps like buying the dip or chasing setups too early➡️ Build a bulletproof plan for staying calm and decisive in any marketYou'll also get a look at the exact checklist used to review trades across names like Morgan Stanley, KKR, PayPal, and more—evaluating position strength, ATR risk levels, and when to roll or close based on technical signals.Plus, see how trades are screened and filtered using a high-conviction screener:✅ Only the strongest buy signals from today and yesterday✅ Average daily volume over 1 million✅ Fear/greed heatmap increasing✅ Backtested outlier returns✅ No earnings surprises or order blocks nearbyAnd if you're curious about what sets OVTLYR apart, here's the secret:OVTLYR doesn't predict... it listens.It identifies irrational investor behavior—fear or greed—before the price explodes. That means traders can get in before the crowd and exit before the chaos.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Nog precies 1 week en dan is het zover: dan verloopt de deadline voor handelsdeals met de VS en eindigt de tarievenpauze van president Trump. Op de valreep probeert Trump er nog zoveel mogelijk deals doorheen te drukken. Zoals vandaag: een deal met Vietnam. Een akkoord met Europa zou ook niet ver weg zijn, al lijkt het er nog niet op dat dat een heel erg uitgewerkt akkoord gaat worden. Verlenging van die deadline zit er in ieder geval écht niet in, belooft Trump. We hebben 'm vaker horen dreigen. Of Trump het nu wél meent, en wat er nog bereikt kan worden in dit ene weekje, bespreken we deze aflevering. We grasduinen ook door Trumps Big Beautiful Bill. De senaat is akkoord, maar heeft wel het nodige aangepast aan de Amerikaanse uitgavenwet, ten gunste van een aantal sectoren. We vertellen je welke, en ook: welke niet. We duiken in de verkoopcijfers van Tesla: die waren opnieuw dramatisch, maar minder dramatisch dan verwacht, dus de koers stijgt. En je hoort wat dé nieuwe beurshotspot van de wereld is. New York wás altijd de populairste plek voor nieuwe beursnoteringen. Maar die tijd lijkt voorbij. Wie de opvolger wordt van de big apple, vertellen we je ook. See omnystudio.com/listener for privacy information.

Here's a refresher on the concept of working capital. But we don't just cover the concept today, we'll look at the formula and what it means. Specifically:Working capital cycle (aka the funding gap) = Receivable Days + Inventory Days - Payable DaysThanks so much for supporting the show!Click here for Buy Side Recruiting HelpBuy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBIContact: investmentbankinginsights@gmail.com

During the recent Dublin Tech Summit, I recorded a series of podcasts with some pf the speakers. In this podcast I speak to Bart Becks, one of the Dublin Tech Summit speakers and a board member of the European Innovation Council.Bart talks about his background, his Dublin Tech Summit talks, risk investing, AI and more.More about Bart Becks:Bart Becks is a serial innovator and entrepreneur from Belgium, with a proven track record of igniting digital innovation, fuelling growth and launching new ventures. In recent years, Bart served as the Executive Chairman at EURACTIV, steering its transformation into a premier media network covering EU policy news across 13 countries. EURACTIV was recently acquired by a prominent European media group. Concurrently, Bart serves as the Executive Chairperson at E-Health Venture, where he oversees the development of an ecosystem integrating strategic business, research, and technology partnerships. Additionally, he is a co-founder of BeCentral, which, since its establishment in 2017, has evolved into one of Europe's foremost Tech and Digital Skills campuses.During his nearly decade-long tenure as CEO of Belgacom Skynet (now Proximus), Bart played a pivotal role in propelling the company to become Belgium's largest internet and digital media entity. Subsequently, he joined the European Media Group SBS Broadcasting, which underwent acquisition by the private equity groups KKR & Permira and merged with ProSiebenSat1 to form one of Europe's largest media groups. Following a significant period in California, Bart extended his involvement in startups and scale-ups as a founder, advisor, or angel investor – essentially in the domains of SAAS, digital media and healthcare.

Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Philip worked at McKinsey & Company in and co-founded Berlin-based VC firm Venturepark, Europe's first pan-European incubator. Agenda: 00:00 – "We Lost $500M in Turkey. Here's Why We'll Never Do It Again." 01:40 – Inside Europe's Biggest PE Fund: $8B of Pure Firepower 03:55 – The $100M Dot-Com Failure That Changed My Career 06:45 – Why Picking the Wrong VC Will Destroy Your Company 10:20 – KKR's $500M COVID Gamble: Genius or Insane? 12:35 – Why We Ignored the Market & Deployed 40% of Our Fund 15:55 – KKR's Ruthless Portfolio Discipline: Love Doesn't Matter 17:10 – Do Power Laws Apply in PE? Freise Destroys the Myth 18:45 – The Truth About Capital Intensity in the Age of AI 20:10 – Can AI Kill the PE Model? Here's What Philipp Says 26:00 – The Secret to Great Investment Decisions at KKR 32:40 – Why There's a $3T Liquidity Time Bomb in Venture 34:25 – The Death of IPOs? How KKR Exits Without Going Public 40:05 – Will KKR Europe Hit $20B? Freise's Bold Prediction 43:45 – Helsing, Space, and Defense: The New Age of DeepTech Bets 45:30 – Tariffs, China, and the Future of the German Car Empire 47:00 – Freise vs. Bitcoin: Will USD Still Rule in 10 Years? 48:15 – 4 Global Shocks Happening Right Now That You Need to Know 51:30 – KKR Missed Spotify AND Alibaba?! The Painful Stories 53:00 – Do Andreessen & General Catalyst Scare KKR? Freise Responds 54:30 – The One Metric That Will Define KKR's Next Decade  

US equity futures are higher with S&P up 0.4%. US 10-year and 2-year yield both point down . Dollar softer versus yen, slightly firmer elsewhere. Oil down ahead of another expected OPEC and production hike. Gold firmer. Industrial metals higher. Asian equity markets are mixed. Nikkei has been outperforming to hit twelve month high. European markets are firmer. In trade developments, Canada to rescind digital services tax after Trump threatened to pull out of trade talks on Friday. Trump said he doesn't think he'll need to extend tariff 9-Jul deadline, contrasting somewhat with Treasury Secretary Bessent. Somewhat better news on US-China trade talks after both sides confirmed details on framework agreement where China relaxes rare earth exports and US removes countermeasures. Companies Mentioned: Torrent Pharmaceuticals, JB Chemicals & Pharmaceuticals, KKR, Avadel Pharmaceuticals

In this episode, Scott Becker discusses the recent gains in Blackstone, Apollo, and KKR stocks despite year-to-date declines.

Oil and gas companies lie at the heart of the energy transition. To some, they are heroes, continuing to power human progress despite all the odds. To some, they are villains, responsible for the climate change that is devastating our planet. This week on Cleaning Up, Michael Liebreich interviews Ben van Beurden, former CEO of Shell from 2014 to 2023. The conversation explores the complexities of the energy transition, climate change, and the role of oil and gas companies in addressing global emissions.Van Beurden argues that there's no silver bullet solution to climate change, emphasizing the need for multiple approaches and a holistic view of energy transformation. He believes oil and gas companies will play a crucial role in developing clean energy solutions and driving systemic change, but ultimately we must move away from polluting fossil fuels in pursuit  of the prize of Clean Energy.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Episode 204, the Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM Ep111: Daniel Yergin "The World's Most Influential Energy Analyst – https://youtu.be/8QIh4U3VgjcEp86: From Climate Law Maker to Superglued Law Breaker – https://www.youtube.com/watch?v=iDo7hkcsRFA

In this episode, Scott Becker discusses the recent gains in Blackstone, Apollo, and KKR stocks despite year-to-date declines.

Updates in the world of investment banking, regarding Wells Fargo's release from it's $1.95 trillion asset cap. Also, Ken Moelis steps down as CEO of Moelis & Co.Click here for Buy Side Recruiting HelpBuy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBIThe Pulse - Buy Side RecruitingBuy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBIDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Contact: investmentbankinginsights@gmail.com

In this solo episode of Money Moves, Matty A. breaks down the latest economic and investment headlines—from Trump's fiery demands for massive rate cuts, to shifts in the real estate and crypto landscapes. With CPI cooling, Fed moves uncertain, and industrial real estate starting to wobble, there's a lot to unpack. Plus, the flood of new altcoin ETF filings and where billion-dollar firms like Blackstone are quietly investing.This episode was fully curated using AI—crafted to bring you streamlined insights and market signals without the noise.Episode Timestamps:[00:00] Intro & AI-curated format explained[03:00] CPI report shows inflation cooling; Trump demands massive rate cuts[04:48] Industrial real estate weakens after a decade of strength[06:25] Office-to-residential conversions on the rise—300+ planned for 2025[07:56] Altcoin ETF surge: 30+ filings including Doge, Solana & more[08:54] Where institutional money is going: multifamily, logistics, and data centers[11:06] “Bull or B.S.”: Will the Fed really cut rates twice? Is altcoin summer here?[12:58] Wealth Builder Breakdown: Altcoin ETFs explained[14:40] Final takeaway: Invest in what's inevitable, not what's trendingTopics Covered:Trump vs. Powell: Political pressure on interest ratesFed policy outlook & CPI analysisIndustrial real estate headwindsThe boom in office-to-residential conversionsRise of altcoin ETFs and institutional crypto adoptionSmart money trends: What Blackstone, KKR, and others are buyingStrategic investing insights for long-term wealthResources & Links:Wise Investor Vault – Tools & Resources (link)Text Matty A: 844-447-1555Subscribe on YouTube: Investing in CRE with Matty A.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555

What happens if the Amazon rainforest stops absorbing carbon and starts releasing it? Do we need geoengineering to help us cool an overheating planet? And how can developing countries balance environmental preservation with economic development?This week on Cleaning Up, Baroness Bryony Worthington sits down with Thelma Krug, a renowned Brazilian scientist and mathematician, and former vice chair of the IPCC, to explore these critical questions.Krug offers an insider's perspective, drawing from her decades of experience monitoring the Amazon rainforest and participating in international climate negotiations.The conversation ranges from the alarming transformation of the Amazon from a carbon sink to a potential carbon source, to the controversial realm of solar radiation management. As it prepares to host COP30 in Belem in November, Krug provides nuanced insights into Brazil's challenges, the complexities of global climate policy, and the potential for innovative solutions like biofuels and international collaboration.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:• Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM• COP30 website: https://cop30.br/en• Degrees Global Forum: https://degreesglobalforum.org• Episode 168 with Anand Gopal: https://youtu.be/33QiMC4nG1k

Barcelona’s Sónar Festival, a major music and technology event, is seeing artist withdrawals after revelations about its parent company, Superstruct. The live events giant is backed by the hedge fund KKR, linked to Israeli weapons makers and illegal West Bank settlements, prompting a growing boycott. In this episode: Dania Shihab, Artist Episode credits: This episode was produced by Marcos Bartolomé and Tamara Khandaker, with Sarí el-Khalili, Phillip Lanos, Spencer Cline, Kisaa Zehra, Mariana Navarrete, and our host, Natasha del Toro. It was edited by Noor Wazwaz. Special thanks to Noelia Ramírez. Joe Plourde mixed this episode. Our sound designer is Alex Roldan. Our video editor is Hisham Abu Salah. Alexandra Locke is the Take’s executive producer. Ney Alvarez is Al Jazeera’s head of audio. Connect with us: @AJEPodcasts on Instagram, X, Facebook, Threads and YouTube