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This week we celebrate our 300th episode with Robert Friedland, Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse. David Greely sits down with Robert to discuss the world's ever growing hunger for metals and what the mining and tech industries, governments, and markets are doing – and need to be doing – in a week when LME copper prices hit a new record high.
A.M. Edition for Sept. 8. Energy-price anxiety mounts, sending U.S. gasoline and diesel prices to fresh Labor Day records. Plus, Canada ups the ante in its trade spat with the U.S. as reciprocal tariffs kick in. And WSJ Germany bureau chief Bertrand Benoit explains how a regional election win by the far-right AfD party could shake up German politics in ways not seen since the end of World War II. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Shutterstock Track 1219389Monetization ID TFGEPGEI0LHEIJAIKia ora.Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from interest.co.nz.Today we lead with news global interest rates are still moving higher. And that is particularly true for Australian benchmark bonds. Money and commodities are transitioning somewhere, but it is not clear to where, just yet.But first, it is a public holiday in the US (Labor Day) with all their financial markets closed. Given their size, this has meant all other international markets are running at lower levels and in a hesitant mode. But some key shifts are not waiting for the Americans to return.In China, their August foreign exchange reserves were reported overnight and they rose to US$3.44 tln, the second highest level ever but not quite hitting their record May result. That puts them +3.6% higher than year-ago levels. Of note is that they added another +20 tonnes of gold to their reserves in the month, which makes the calendar year increase now almost +80 tonnes. Gold now makes up 10.2% of their overall reserves, although that is down from 11% at the start of 2026.And China announced major funding into eight large SOE institutions to enable them to lend more. It is injecting ¥300 bln (NZ$75 bln) in 'recapitalisation' the most it has done like this in 20 years. The funds will come from Ministry of Finance 'special bonds'. It is the latest and unlikely to be the last of economic support measures to 'reinvigorate' their economy.Japan's July leading index rose to its highest since January 2014 although the June level was revised down. The July level was also slightly below analyst's expectations despite the gain. Rising job offers and consumer sentiment were among the factors behind the rise.Singapore reported that its July retail sales were softer than expected. They were up by +1.5% from a year ago, the softest rise since May 2025 and slowing from a +4% increase in June.The EU reported a better rise in economic activity. The EU economy expanded +1.4% in Q2-2026 in its updated result, up from +1.0% in the previous estimate and much better than the +0.9% growth recorded in Q1-2026. The gain was driven by stronger growth in household spending and gross fixed capital formation, with exports also rebounded sharply. Euro area expansion came in slightly less than the overall EU levels.However German industrial production recorded a sharp and unexpected -1.1% fall in July, to now be -1.6% lower than year ago levels. (The Germans, as usual, report their data on an inflation-adjusted basis unlike many other countries.) The weakness there was from energy-intensive industries, and that includes car manufacturing.In a reaction toe the Saxony state election results, the German stock exchange dipped, and the 10yr German Bund yields rose to their highest since 2010.But they weren't the only bond yields to rise. The Australian 10 year bond yields rose to 5.22% and their highest since 2011. (Of course this has little to do with a German state election.)And the Japanese yen surged against the US dollar overnight, up to the 154 range as growing speculation over faster-than-expected Bank of Japan rate increases combined with renewed possibility of another round of currency intervention by the Japanese authorities drove the moves.We should also probably note that the copper price jumped to US$14,513/tonne on the LME, a record high.The UST 10yr yield is now just on 4.80%, up +2 bps from yesterday at this time.The price of gold is now at US$4407/oz, and down -US$26 from yesterday at this time. Silver is little-changed at just on US$66/oz.Oil prices are up +US$1 at just over US$92.50/bbl in the US, while the international Brent price is just under US$97.50/bbl.The Kiwi dollar is little-changed from yesterday, still just on 58.8 USc . Against the Aussie we are down -20 bps at 81.4 AUc. Against the euro we are holding at 50.6 euro cents. That all means our TWI-5 starts today at just over 62, down -10 bps from yesterday.The bitcoin price starts today at US$79,194and down -0.7 from yesterday at this time. Volatility over the past 24 hours has been modest at just under +/-1.1%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again tomorrow.Track 1219389Monetization ID TFGEPGEI0LHEIJAI Audio soundtrack opening is licensed from Shutterstock, Track 1219389 Monetization ID TFGEPGEI0LHEIJAI
In this episode of LME Doomscrolling, 9fin's senior LME lawyer Laurie Tomassian welcomes Bill Derrough, Managing Director and Chairman of the Capital Structure Solutions group at Jefferies.Bill has over three decades of restructuring experience, with a roster of over 600 restructurings completed. What sets his deals apart is a track record of high creditor participation. Over his career, his deals have garnered on average 94% of creditors' support.He brings a new lens to the LME debate, offering a way to use sticks and carrots to get a consensual outcome, not to fuel continued creditor-on-creditor violence. In this episode he walks us through how he avoids the LME pitfalls of what he calls “bad investment banking” that lead to short-term liquidity solutions while creating diminished long-term recoveries. Bill and Laurie speak about how the prevalence of repeat restructurings has impacted creditor behavior and walk through some success stories that have created what Bill likes to call “durable” solutions.Have any feedback for us? Send us a note at podcast@9fin.com. Thanks for listening!
欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫紫金矿业二零二六半年报透视,来自养叔的猫。二零二六年上半年,紫金矿业交出了一份意料之中的成绩单:实现营业收入1,941.78亿元,同比增长15.78%;归母净利润391.70亿元,同比增长68.17%;经营活动产生的现金流量净额554.72亿元,同比增长92.41%。日赚超2亿元的同时,财务结构也发生了质变——资产负债率自2012年以来首次降至50%以下(49.55%),并在二零二六自然年度内向股东派发高达212亿元的现金红利。现如今的紫金矿业,已经不能用传统重资产矿企的周期宿命去看待,尤其在AI技术爆发下,矿业工程技术得到了质的提升,追求勘探、开采、运输物流、存储等的“极致效率”理所当然的前提下,辅之于资本运作上进行的“逆周期对冲”转化,紫金矿业已经逐步形成了一种可持续的制度化竞争力。下面从几个我认为比较重要的维度做个简单阐述,以抛砖引玉。一、从价格贝塔到工程阿尔法矿企的商业模式可以概括为公式:盈利等于,资源储量乘以,变现价格与边际全成本的差值。紫金矿业的营收增速(15.78%)与归母净利润增速(68.17%)之间形成的巨大“剪刀差”,即,紫金矿业半年报盈利爆发的基本驱动力——依赖外部市场价格给予的贝塔收益,辅助于企业内部通过技术攻关与成本重构所创造的工程阿尔法。当然,今年上半年还是价格贝塔。二零二六年上半年,全球大宗商品市场迎来强劲的多头行情。伦金均价达到4,693美元每盎司,同比上涨53.0%;LME铜均价站上13,083美元每吨,同比上涨38.5%;国内碳酸锂均价回升至16.34万元每吨,同比大幅上涨132.1%。主要金属价格的爆发式上行,直接推动紫金矿业矿产品综合毛利率冲高至69.34%,同比激增9.11个百分点,集团综合毛利率亦大幅跃升14个百分点至37.75%。剥开高金属价格,紫金矿业在运营成本端的真实压力业也不容忽视。半年报显示,公司铜精矿及金锭的单位销售成本呈现结构性上涨。成本推升的原因其实也十分清晰:1、部分老矿山面临入选品位自然下降、采剥运距拉长;2、美伊战争等地缘冲突引发国际柴油与化工药剂价格飙升;3、以及矿权出让收益金计入成本等政策性因素。紫金矿业当期的暴利在很大程度上是由“价格涨幅”覆盖了“成本涨幅”所致。若未来金属价格周期出现大幅回调,成本上升的滞后效应将直接侵蚀边际利润。公司本身也知道这一点的,要突破边际成本上升的瓶颈,就必须在生产要素层面重构矿业成本曲线。首先,是运输要素的彻底电气化与无人化。半年报披露,旗下紫金龙净自研的230吨级超大吨位纯电动矿卡已正式下线。截至二零二六年6月末,公司装备新能源矿卡达1,314台,国内露采矿山电动矿卡占比已超过50%。统计显示,电动矿卡吨公里会计成本较传统燃油矿卡降幅高达29%。配合诺顿金田及巨龙铜矿知不拉项目的无人驾驶常态化运行,紫金矿业正将矿山运力成本从“可变的人工与燃油开支”转化为“固定的高效率系统工程能力”。其次,是能源供给的清洁化转型。以拉果措盐湖锂矿为例,通过搭建新能源独立电网工程,项目用电成本由柴油发电的3元每度大幅降至0.74元每度,累计实现降本超10亿元。这种基于“风光储充装”一体化的绿色矿山解决方案,正在重塑紫金矿业采选环节的成本结构。二、“金铜锂+多矿种”避免了单一金属周期风险有色金属领域,如果你只有单一矿种,就必然要承受高度的“脆弱性”——价格周期的剧烈波动足以摧毁任何优秀的资产负债表。紫金矿业通过构建“金铜锂为主、多矿种协同”的资产组合,旨在建立一个具有自愈能力和负反馈调节机制的抗脆弱系统。紫金矿业内部的不同资产模块正在承担着差异化的战略角色,形成了高效协同的收益网络。分开来看。就是金铜锂的三位一体。黄金业务在二零二六年上半年贡献了集团41.7%的毛利,成为业绩跃升的核心动能。在去美元化、地缘政治冲突常态化以及全球央行持续购金的宏观背景下,黄金扮演了紫金矿业的“防守型对冲基金”。高毛利的黄金业务提供了极为稳定且优质的经营现金流,不仅支撑了庞大的资本开支,也为其他高波动性金属的逆周期扩张提供了充沛的“资金垫”。铜作为“算力金属”与“能源转型金属”,是紫金矿业中长期成长的核心引擎。但二零二六年上半年,刚果(金)卡莫阿-卡库拉铜矿因遭遇淹井事件及下游冶炼厂长时间停工检修,产量计划由38到42万吨大幅下调至29至33万吨,导致紫金整体矿产铜产量同比小幅下降5.7%。在一个脆弱的系统中,单一主力矿山的意外停运可能引发财务灾难。然而,紫金矿业的系统冗余机制发挥了关键作用:巨龙铜矿二期改扩建工程于二零二六年初提前建成投产,实现矿产铜13.40万吨,剔除卡莫阿影响后公司铜产量依然实现了4.8%的逆势增长。这种多点布局、协同补位的产能冗余设计,极大增强了公司应对突发生产扰动的韧性。被赋予“第三增长极”期望的锂板块在二零二六年上半年也迎来了爆发式兑现。当量碳酸锂产量由二零二五年全年的2.55万吨暴增至二零二六年上半年的4.36万吨,同比升幅达496%。马诺诺锂矿重介质选矿项目于二零二六年5月提前投产,配合拉果措盐湖、3Q盐湖及湘源硬岩锂矿的产能持续爬坡,紫金矿业在锂价反弹至16.34万元/吨的精准时点实现了“两湖两矿”的集中放量。由于其提锂技术与自有绿色低成本电网的结合,紫金的锂资产一投产即具备极强的成本竞争力,将周期波动风险降到了最低。三、资产负债表出清与股东回报制度化在宏观经济与资本市场中,企业最大的风险往往源于高高峰期盲目扩张导致的资产负债表破裂,恒大当年铺了那么多,就是最典型的例子。紫金矿业在二零二六半年报中所展现的资本管理逻辑,标志着其资本循环机制进入了高度的成熟期。截至二零二六年6月末,紫金矿业资产负债率由上年同期的56.36%下降至49.55%,降幅达6.81个百分点,为2012年以来首次降至50%的绝对安全线以下。在利润大幅攀升的同时,公司通过强劲的经营现金流清偿有息债务,使得二零二六年上半年财务费用降至6.50亿元,同比大幅锐减44.63%。负债率的下降不仅拓宽了安全边际,更大幅降低了资本成本,其EBITDA利息保障倍数已飙升至30.38倍。紫金矿业并未将周期带来的超额现金流被动囤积,而是通过高技巧的金融工程手段,将其转化为长期的资源储备。二零二六年上半年,公司成功发行15亿美元零息港股可转债,创造了亚太矿业企业单笔可转债转股溢价的新高及最低收益率结构。利用极低成本的杠杆资金,公司快速推进资本运作:首先是推进赤峰黄金控制权的收购(对价182.58亿元),拿下优质的老挝塞班金铜矿;其次是完成甘肃西北黄金72%股权收购(对价约24亿元),增加黄金资源量107.4吨;再者是收购联瑞矿业,一举控制柯可卡尔德钨锡矿55%权益,将其并表口径的三氧化钨资源量提升至32万吨。通过收购赤峰黄金,紫金矿业在母公司与紫金黄金国际之外,新增了第三家黄金资本运作平台,确立了“一主两翼”的黄金业务架构。这使其能够根据全球不同区域、不同体量的矿产标的,灵活匹配最佳融资渠道与上市平台,将当前的商品价格暴利永久沉淀为高品质的资源储量。在分红策略上,紫金矿业正在打破中国资源型企业周期性盈利、偶发性分红的恶性循环。二零二六年中期,公司推出了每10股派发4.2元(含税)的分红方案,派现金额达111.36亿元。叠加6月底刚刚实施的二零二五年度分红101亿元,紫金矿业在二零二六自然年度内的分红总额首次突破200亿元大关,达到212亿元。公司将二零二六至二零二八年度的未来三年现金分红比例底线由30%一举上调至35%。虽然比例还是有些低,但考虑到r o i c,还是能接受。如果未来盈利增长可持续,分红可持续,分红比例提高到50%,紫金矿业就有机会从高贝塔的周期股,向具有高确定性现金流收益的类债券资产演进。社保基金一零三组合在内的大量长线机构资金进场,应该也是看到了这一点,主动为其估值溢价奠定一个坚实的基础。四、地缘政治与“上产”战略的张力尽管半年报成绩斐然,但紫金矿业当前的战略演进路径中,存在三个值得我们投资者注意的方面:1、海外资产高占比与地缘政治加剧带来的运营张力。紫金矿业目前海外资源储量与矿产品产量均已全面超越境内,成为其利润的主要来源。但半年报的风险提示中,“地缘政治风险”被提升到了前所未有的战略高度。随着关键矿产被全球主要大国上升为国家安全与能源转型的核心战略资源,资源民族主义在南美、非洲等地区加速抬头。美伊战争引发的中东地缘冲突已经对海外矿山的供应链(油价、跨国物流)产生了直接冲击。海外资产占比过半,意味着紫金矿业必须直面东道国税负攀升、社区冲突、证照续期乃至地缘政治博弈的二次方风险。虽然公司提出了构建“矿产-冶炼及延伸产业”双循环模式及聚焦与中国陆路接壤国家的防御策略,但跨境合规与海外资产安全的维护成本势必呈指数级增长。这一点,最终还是要看综合国力,看我们的海军建设。2、“提质上产”战略目标与生产实际时序进度的对抗。在第九届董事会履新开局之年,紫金矿业将过去“提质、控本、增效”的工作总方针,正式修正为“提质、上产、控本、增效”。管理层将“上产”提升至核心战略高度,旨在冲刺二零二八年主要矿产品产量进入全球前三位、二零三五年指标跨越式增长的远景目标。但半年报透露,部分矿产品的生产时序进度仍滞后于全年既定计划。二零二六全年计划为矿产金105吨、矿产铜120万吨、当量碳酸锂12万吨;而上半年实际完成矿产金47吨、矿产铜53.4万吨、当量碳酸锂4.4万吨。除了卡莫阿淹井等不可抗力事件外,老矿山品位自然下降与新开发矿山地质条件复杂化,正在对管理层的上产决心构成强烈的物理约束。如何在追求产量跨越与保障安全生产、控制边际成本之间取得动态平衡,将持续考验管理层的统筹智慧。3、E S G 与自然资本治理从被动合规向主动壁垒的转化。在二零二六半年报发布期间,紫金矿业发布了国内矿业领域首份严格遵循T N F D框架的报告。报告覆盖全球57项主要资产,系统评估了生物多样性与水资源依赖。这一举措表明,紫金矿业正在尝试将过去被视为纯成本支出的 E S G 与环保治理,转化为提升全球化并购通过率、降低海外融资成本的硬实力壁垒。在西方矿业巨头凭借 E S G 规则制定权构筑绿色贸易壁垒的背景下,紫金通过率先践行T N F D 标准与大规模部署绿色电网,试图在规则制定层面打破制度壁垒。写在最后透视紫金矿业二零二六半年报,可以清晰地看到一家传统中国矿企向全球“超一流”矿业集团演进的完整闭环。一者,紫金矿业正通过纯电矿卡、无人驾驶与绿色微电网等技术,将矿山采选这一传统物理过程彻底数智化、低碳化,从而在物理底层颠覆了矿业的边际成本曲线。二者,紫金矿业依托“金铜锂”多矿种互补组合,成功建立了一个具备高自我修复能力的利润产生网络。黄金提供稳健的防守现金流,铜捕获新能源与算力时代的结构性红利,锂则作为第三增长极提供巨大的利润弹性。当然,未来还有其他小金属的助力。三者,在资本管理层面,公司利用高价格周期带来的暴利出清资产负债表,通过创新金融工具逆周期买入核心矿权,并通过制度化的高额分红锁定长期资本,实现了经营效率、资产负债表健康度、股东回报与资本市场估值的正向循环。总而言之,虽然海外地缘政治的熵增风险与矿山品位下滑的客观规律依然是悬挂在其头顶的达摩克利斯之剑,但紫金矿业在二零二六上半年所展现出的抗抗脆弱能力与工程重构思维,已经为全球大宗商品周期中的资源型企业提供了一个极具启示意义的进化范式。
Arturo Préstamo Elizondo, Executive Chairman and CEO of Santacruz Silver Mining Ltd. (TSX.V: SCZ) (NASDAQ: SCZM) (FSE: 1SZ), joins us for a review of the strong Q2 2026 financial and operational results across their portfolio of 4 producing silver-zinc mines and ore feed sourcing business in Bolivia and Mexico. We also review a few of the key growth initiatives that the company has slated for 2026 across multiple projects. Q2 2026 Highlights Revenues of $113.5 million, a 55% increase year-over-year. Gross profit of $51.1 million, a 102% increase year-over-year. Adjusted EBITDA of $46.7 million, a 74% increase year-over-year. Cash and highly-liquid marketable securities of $72.8 million, an 82% increase year-over-year. Working capital of $86.1 million, a 43% increase year-over-year. Net income of $2.0 million, a 90% decrease year-over-year, reflecting the impact of the non-recurring tax event and non-cash CVR revaluation discussed below. Average realized price per silver ounce sold of $72.17, a 118% increase year-over-year. AISC per silver ounce sold of $21.87, a 25% increase year-over-year. Realized mining margin per silver ounce sold of $50.30, a 222% increase year-over-year. Average realized price per zinc tonne sold of $3,302, a 12% increase year-over year. AISC per zinc tonne sold of $2,219, a 46% increase year-over-year. Realized mining margin per zinc tonne sold of $1,083, a 24% decrease year-over-year. We had Arturo unpack for listeners how the net income for the quarter was significantly impacted by two non-recurring tax events associated with changes in Bolivia's exchange rate and inflation assumptions, as well as a non-cash fair value adjustment related to the Glencore contingent value rights (CVRs). He points out that these items obscure the underlying strength of their operating performance this quarter. The largest impact on net income was an unusually high $36.1 million income tax expense caused by two non-recurring events. One event was the result of the revaluation of the Boliviano following the change in the official exchange rate from 6.96 to 9.77 Bolivianos per U.S. dollar, a 40% decrease. The income tax expense was also impacted by a non-recurring taxable gain related to a reduction in their decommissioning and restoration provision, which was driven by forecasted lower inflation over the lives of our mining operations in Bolivia. Additionally, their net income was further affected by a $15.8 million non-cash fair value adjustment to the consideration payable balance arising from the CVRs granted to Glencore. The value of the CVR liability is merely a valuation of the payouts that could occur up to the end of 2032. The payments are only triggered when the month's average LME zinc price exceeds $3,850 per tonne, a threshold that has not been exceeded since the inception of the agreement in 2024. Its important to consider that any payments triggered by higher zinc prices would be accompanied by increased sales revenues from the higher price. Excluding the loss from the change in fair value of the CVR, net income for the quarter would have been $17.8 million.” At Bolivar silver production increased 32% quarter-over-quarter to 343,522 ounces, driven by ongoing recovery efforts in the areas affected by the localized flooding event that occurred in May 2025. San Lucas processed 22% more ore than in the prior quarter. Consolidated zinc production increased 7% to 23,240 tonnes, driven principally by higher throughput, which more than offset lower zinc grades at Bolivar and Porco. Porco delivered higher silver and zinc production, driven by stronger silver grades and improved metal recoveries, while Caballo Blanco continued to make steady, meaningful contributions. At Zimapan, operations rebounded from the temporary constraints experienced during the first quarter, including limited ventilation in the higher-grade zones at Level 960 due to a contractor delay in completing the ventilation Robbins incline shaft, as well as repeated power interruptions caused by the local service provider's maintenance of the power grid. As a result, metal recoveries improved across all four payable metals. There will be the first NI-43-101 compliant maiden resource estimate released in the next month at Zimapan, with the goal to demonstrate the mineral inventory has replenished the ore that has been mined and milled over the last few years, and even grown the resources. Next we transitioned to future growth, where the operations team is advancing their silver-dominant Soracaya mine towards development and near-term production. There is already a decline ramp into this project with initial stope access in 2 areas, and the team has been working on an optimization plan. Once the permit is received in September, the plan is to get the mine into initial ramp-up production by Q4 of 2026. Wrapping up, we discussed the potential for future accretive acquisitions in the Americas, and various other growth drivers on tap that could create the catalysts for a rerating higher, that would be more in alignment with other mid-tier silver producer peers. If you have any follow up questions for Arturo regarding Santacruz Silver, then please email those to us at Fleck@kereport.com or Shad@kereport.com. In full disclosure, Shad is a shareholder of Santacruz Silver at the time of this recording, and may choose to buy or sell shares at any time. Click here to follow the latest news from Santacruz Silver For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
I have been banging the drum for copper for some time, but it is becoming increasingly difficult to ignore. Gold has the glamour, but many, including veteran investor Rick Rule, now see the greater opportunity in copper. In summer 2024, I highlighted three copper companies Amerigo Resources (ARG.TO) at around C$1.75 and Arizona Sonoran Copper (ASCU.TO) at C$1.36 and QCCU (QCCU.V) at 12c . Amerigo and Arizona Sonora both hit C$8 on Monday meaning gains of ~350% and ~500%. QCCU, on the other hand, is still at 12c. You can't win them all.Back in May we noted that things were getting a little hot. The metal had just hit fresh highs; there was a plethora of investment bank supercycle notes and social media was full of predictions about imminent shortages. The long-term story is intact but don't chase it, we suggested. Copper tends to be weaker over the summer and some consolidation could give you a better buying opportunity.We got a good opportunity in June but it did not last long, and here we are three months on with copper at ~$6.50/lb a couple of per cent below where we were in May.It doesn't take a genius to work out which way the trend is going in that particular chart. The summer lull has been more of a pause than anything else.Meanwhile, beneath the surface, the fundamental copper story is getting stronger.Copper's problem is not demand. It is supply.We covered the demand side extensively in May. AI needs copper. Data centres need it. Power grids need it. Electric vehicles, rearmament, reindustrialistation, India - they all need copper. This is not the usual China story by the way. If anythign China demand is lacklustre. Its imports of unwrought copper fell 11.5% year-on-year in July and industrial production there has been slowing. But, as RBC notes, the LME copper market had moved into its steepest backwardation since the 2021 squeeze. In other words, buyers are paying substantially more for copper now than for delivery later. That is a classic physical tightness indicator. Antofagasta has cut its 2026 production guidance after problems at Los Pelambres. Codelco has abandoned its 1.34 million tonne production target and now expects to produce less than it did last year.Meanwhile we have BHP's latest results. Copper now accounts for 54% of its earnings (EBITDA). Its copper mines are extraordinarily profitable (70% EBITDA margin). Yet despite the obvious incentive to produce more, BHP's copper production actually fell 3% last year. This is the largest mining company in the world, with some of the best copper assets, engineers and access to capital on the planet. If anyone can turn on the copper taps, so to speak, it should be BHP. Yet it is talking about a “persistent structural deficit” of as much as 10 million tonnes a year next decade. Demand from electrification, digitalisation, data centres and other newer uses, meanwhile, is expected to grow at around 6.5% a year.So it now aims to grow its copper production at ~5% a year, faster than the rest of its business. The requires an extraordinary amount of capital.In a recent video, Merlin Marr-Johnson, CEO of Fitzroy Minerals (FTZ.V) analyses BHP's spending plans using Escondida, the world's largest copper mine, as an example and concludes, “They're spending $5 billion to stand still. And that is the copper industry in a nutshell.”Billions of dollars of investment don't necessarily mean billions of dollars of new production. Mines get older. Grades decline. Pits get deeper. More rock has to be shifted to produce the same amount of metal. Processing plants wear out and have to be replaced. Sometimes you have to spend billions just to stop production falling.Which brings us to Rick Rule.Is copper now a better bet than gold?It could be.Rule argues that “The biggest copper mining companies in the world need to spend $250 billion to maintain current levels of copper production.” Note - to maintain, not increase. Not every one has $250 billion sitting around waiting to be spent. “The copper development boom that we absolutely have to see in the next 10 years will require vast amounts of capital.”“There's nothing that we can do, nothing at all that we can do, to avert a shortage in copper,” he says. As a result, five years from now the copper price will be, “dramatically higher than it is today.”As you know, copper is an important strategic mineral. Citi recently looked at what might happen if countries start building national inventories. Global refined copper inventories, it estimates, currently sit around at around 3 million tonnes, equivalent to just 1.3 months of global consumption. If governments decided they wanted three months instead, they would need need to find another 4 million tonnes of copper.Where does it come from?To be accumulated over two years, Citi calculates, would require the copper price price to rise to over $10/lb to bring enough scrap into the market and destroy enough demand to balance things.That is not a forecast, by the way, it is a scenario. But governments are increasingly treating critical minerals as a matter of national security. The US has proposed a US$12 billion strategic commodities programme, the EU has allocated billions to critical-mineral security and there have been calls in China for increased copper stockpiling.So what do we actually buy? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe
I have been banging the drum for copper for some time, but it is becoming increasingly difficult to ignore. Gold has the glamour, but many, including veteran investor Rick Rule, now see the greater opportunity in copper. In summer 2024, I highlighted three copper companies Amerigo Resources (ARG.TO) at around C$1.75 and Arizona Sonoran Copper (ASCU.TO) at C$1.36 and QCCU (QCCU.V) at 12c . Amerigo and Arizona Sonora both hit C$8 on Monday meaning gains of ~350% and ~500%. QCCU, on the other hand, is still at 12c. You can't win them all.Back in May we noted that things were getting a little hot. The metal had just hit fresh highs; there was a plethora of investment bank supercycle notes and social media was full of predictions about imminent shortages. The long-term story is intact but don't chase it, we suggested. Copper tends to be weaker over the summer and some consolidation could give you a better buying opportunity.We got a good opportunity in June but it did not last long, and here we are three months on with copper at ~$6.50/lb a couple of per cent below where we were in May.It doesn't take a genius to work out which way the trend is going in that particular chart. The summer lull has been more of a pause than anything else.Meanwhile, beneath the surface, the fundamental copper story is getting stronger.Copper's problem is not demand. It is supply.We covered the demand side extensively in May. AI needs copper. Data centres need it. Power grids need it. Electric vehicles, rearmament, reindustrialistation, India - they all need copper. This is not the usual China story by the way. If anythign China demand is lacklustre. Its imports of unwrought copper fell 11.5% year-on-year in July and industrial production there has been slowing. But, as RBC notes, the LME copper market had moved into its steepest backwardation since the 2021 squeeze. In other words, buyers are paying substantially more for copper now than for delivery later. That is a classic physical tightness indicator. Antofagasta has cut its 2026 production guidance after problems at Los Pelambres. Codelco has abandoned its 1.34 million tonne production target and now expects to produce less than it did last year.Meanwhile we have BHP's latest results. Copper now accounts for 54% of its earnings (EBITDA). Its copper mines are extraordinarily profitable (70% EBITDA margin). Yet despite the obvious incentive to produce more, BHP's copper production actually fell 3% last year. This is the largest mining company in the world, with some of the best copper assets, engineers and access to capital on the planet. If anyone can turn on the copper taps, so to speak, it should be BHP. Yet it is talking about a “persistent structural deficit” of as much as 10 million tonnes a year next decade. Demand from electrification, digitalisation, data centres and other newer uses, meanwhile, is expected to grow at around 6.5% a year.So it now aims to grow its copper production at ~5% a year, faster than the rest of its business. The requires an extraordinary amount of capital.In a recent video, Merlin Marr-Johnson, CEO of Fitzroy Minerals (FTZ.V) analyses BHP's spending plans using Escondida, the world's largest copper mine, as an example and concludes, “They're spending $5 billion to stand still. And that is the copper industry in a nutshell.”Billions of dollars of investment don't necessarily mean billions of dollars of new production. Mines get older. Grades decline. Pits get deeper. More rock has to be shifted to produce the same amount of metal. Processing plants wear out and have to be replaced. Sometimes you have to spend billions just to stop production falling.Which brings us to Rick Rule.Is copper now a better bet than gold?It could be.Rule argues that “The biggest copper mining companies in the world need to spend $250 billion to maintain current levels of copper production.” Note - to maintain, not increase. Not every one has $250 billion sitting around waiting to be spent. “The copper development boom that we absolutely have to see in the next 10 years will require vast amounts of capital.”“There's nothing that we can do, nothing at all that we can do, to avert a shortage in copper,” he says. As a result, five years from now the copper price will be, “dramatically higher than it is today.”As you know, copper is an important strategic mineral. Citi recently looked at what might happen if countries start building national inventories. Global refined copper inventories, it estimates, currently sit around at around 3 million tonnes, equivalent to just 1.3 months of global consumption. If governments decided they wanted three months instead, they would need need to find another 4 million tonnes of copper.Where does it come from?To be accumulated over two years, Citi calculates, would require the copper price price to rise to over $10/lb to bring enough scrap into the market and destroy enough demand to balance things.That is not a forecast, by the way, it is a scenario. But governments are increasingly treating critical minerals as a matter of national security. The US has proposed a US$12 billion strategic commodities programme, the EU has allocated billions to critical-mineral security and there have been calls in China for increased copper stockpiling.So what do we actually buy? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe
In this episode of A Scrap Life, Brett and Aldo discuss the volatility and complexities of the copper trade, specifically focusing on how financing costs, speculation, and potential tariffs impact the industry. They also explore the critical role of logistics in managing cash flow and explain the arbitrage between the COMEX and LME exchanges. Produced by Recycled Media.
Recorded live from Metpack, this episode brings together Brian Talley of Steelforce America and Angelica Papageorgiou, global director of the group's aluminium division, for a candid look at where the steel and aluminium supply chains stand in 2026.Talley sets out the North American picture: a stable but uncertain market, the legacy of Section 232, an inventory overhang in tinplate and cans, and a fresh US trade case on tin mill products from China, Taiwan and Turkey. He also explains the reasoning behind the company's expansion in Los Angeles and four new sales hires, and why he still believes buyers want choice rather than the lowest number.Papageorgiou gives a blunt assessment of the aluminium market. Force majeure at a major Gulf producer has taken more than three million tonnes of primary metal out of circulation, the LME has climbed past $3,600, the Japanese premium has jumped from $190 to $351, and transit times from the UAE to Latin America have stretched to around 90 days. She argues buyers need to stop shopping on price alone and start planning for continuity.The conversation closes on CBAM, recycled content, AI in scrap sorting, and whether the industry tells its own story well enough.
John is joined by Susheel Kirpalani, partner in Quinn Emanuel's New York office, Head of Special Situations, and founder of the firm's Bankruptcy and Restructuring Group. They discuss the increasingly important role of liability management exercises, or LMEs, as tools that financially distressed companies use to raise capital and avoid bankruptcy. These transactions frequently involve granting favorable treatment to certain creditors in connection with new financing, often at the expense of other creditors. Although such arrangements may preserve companies through periods of severe distress, they also generate disputes over whether the underlying loan agreements permit unequal treatment. Susheel explains the landmark Serta Simmons Bedding litigation, which arose after the company undertook an LME during the COVID-19 pandemic. Serta wanted to raise additional capital and capture discount from its lenders. A majority of lenders participated in the transaction and received new, higher-priority debt, while a minority of lenders received nothing. The excluded lenders, represented by a QE team headed by Susheel, argued that the transaction violated the longstanding principle that the same class of lenders must be treated the same, or “ratably.”The case proceeded through years of state and federal litigation, bankruptcy proceedings, an appeal to the Fifth Circuit, and a remand to the Southern District of Texas. After the Fifth Circuit held Serta's purchase of the majority group's loans was not a permissible open-market purchase, the bankruptcy court held a five-day trial to decide whether the transaction breached the credit agreement and, if so, what damages flowed from that breach. The court ultimately concluded that the disproportionate payoff breached the governing credit agreement and exposed the majority to $400M in damages. After accounting for recent settlements and other adjustments, the court then awarded $160M+ to QE's clients based upon the requirement of equal treatment among lenders. The decision has broad implications. The ruling highlights the growing importance of litigation risk in restructuring transactions, encourages parties to scrutinize contractual language more carefully, and will likely influence the drafting of future credit agreements. It also demonstrates how traditional principles of contract law continue to govern even highly sophisticated financial transactions and underscores the increasingly central role of litigation in modern restructuring practice.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi
Judge Lopez's Serta ruling lands after Del Monte and American Tire, putting pro rata sharing, sacred rights and LME damages back in the spotlight.Ropes & Gray's Rachel Strickland and Eliza Hollander join 9fin Head of LMEs Jane Komsky to parse what these three cases mean for the future of in-court and out-of-court restructurings.The trio compares Judge Lopez, Judge Kaplan and Judge Goldblatt's approaches to similar pro rata sharing language in very different settings: Serta outside bankruptcy, and Del Monte and American Tire inside Chapter 11, both with DIP fights.Strickland and Hollander examine whether roll-ups, cashless exchanges and DIP subordination should be treated as payments or reductions under legacy credit agreements, and why Fifth Circuit open-market purchase analysis continues to shape the debate. They also dig into ratable-offer mechanics, Serta-style uptiers, excluded lender remedies, par participation damages and the tension between textual contract interpretation and bankruptcy court equity.They also explore whether LME fatigue, litigation costs and the 2027-2028 maturity wall will push market participants towards ratable structures or efficient Chapter 11s.Have any feedback for us? Send us a note at podcast@9fin.com. Thanks for listening!
A major theme of the first half of 2026 was Anthropic's Claude Code triggering a software sell-off that is still reshaping private credit, BSL and distressed debt. In the latest episode of Cloud 9fin Dan Mika, Anna Russi and Samantha Stokes unpack the first half of the year and what shocks await in the second half.The team reviews a volatile first half that began with optimism around M&A, Hologic, Electronic Arts and new-money LBO supply, before the software sell-off and Iran war changed the tone. Dan Mika contrasts IG M&A volume with weaker high-yield and leveraged loan activity, while Anna Russi explains how private credit lenders are reassessing software underwriting after Medallia handed keys to lenders. Samantha Stokes discusses distressed credits trading down ahead of 2028 and 2029 maturity walls, with lenders wary of long-dated refis as AI risk remains hard to price.The episode also covers the limited but sector-specific impact of the Iran war on chemicals, building products and airlines, including Tronox, Cornerstone Building Brands and Spirit Airlines. Looking ahead, the team flags private credit liquidity stress, retail redemptions, portfolio sales at managers including Blue Owl, Apollo, FS KKR and New Mountain, rising secondaries activity, Mudrick's LME fund and the risk of higher-for-longer SOFR.Have any feedback for us? Send us a note at podcast@9fin.com. Thanks for listening!
In our latest episode of "No Worse Off," host Lindsay Hingston is joined by Amsterdam partner Michael Broeders and senior associate Huub Boekhorst for a deep dive into the Dutch restructuring market. The Netherlands is one of Europe's most versatile restructuring jurisdictions - and this episode explains why. How does the WHOA compare to Chapter 11 and the UK scheme? How powerful is Dutch share pledge enforcement? Is the Dutch regime more receptive to LME transactions than elsewhere? They provide answers to all this and more, by reference to the leading cases including McDermott and Selecta. Stay tuned for more insights into the world of restructuring and thank you for listening to "No Worse Off.
When an announcement was made last year that Universal Studios was making a movie about Archie Andrews produced by Hollywood heavyweights, it should have been a victory for one of comics' most enduring franchises. Instead, it triggered a legal war which ties up a Beverly Hills mansion, accusations of threats fit for an “organized crime figure” and a much-awaited movie on the line.With a UCC foreclosure auction set for June 15, the fate of Archie Andrews — and the Archie Comics empire — hangs in the balance.In this episode, 9fin's global head of distressed and LevFin, Max Frumes, sat down with distressed debt reporter Maria Heeter and LME legal analyst Laurie Tomassian, co-authors of a recent investigation into the dispute between lender Raven Capital and Archie Comics co-CEO Jonathan Goldwater to break down how it all unraveled.As a quick shoutout, the episode references and includes short audio clips from the 1969 hit 'Sugar, Sugar' by the fictional bubblegum-pop group, The Archies. The song held the #1 spot on the Billboard Top 100 for eight weeks between October and December 1969. The episode theme song is a tongue-in-cheek homage to The Archies' second studio album, Everything's Archie, created bespoke for this episode by our producer Chase Collum.Clarifications: There's actually no show called “Desperate Mormon Housewives. Instead the popular reality television series was called "The Secret Lives of Mormon Wives". Also, while Archie Comics did once don the wrappers of Topps bubble gum, that was in the 1950s, and the host was almost certainly referring to Bazooka Joe.Have any feedback on this episode? Send us a note at podcast@9fin.com. Thanks for listening!
Why does a credit-risk model built in 1968 still attract 5,000 hits a day on Bloomberg? And more importantly, what does it tell us about today's market? In this episode, NYU Stern Professor of Finance Emeritus Edward Altman — inventor of the Z-score and a Turnaround Time favorite — returns for a wide-ranging conversation with James H.M. Sprayregen, vice chairman of global strategy and growth at Hilco Global. Professor Altman shares the story behind the model's creation, reasons why it has endured for nearly 60 years, and the role it played in his testimony against the General Motors bailout in 2008. He and Sprayregen then unpack the four stages of the credit cycle and explain why today's market sends mixed signals: benign on the fixed-rate high-yield side, stressed on the floating-rate side. The conversation turns to the $2.5 trillion private credit market and the gap between published default rates of under 2% and Professor Altman's "shadow" default rate, which, once payment-in-kind exercises and non-accruals are included, climbs closer to 10%. They also dig into the roughly 60% LME re-default rate his research suggests, and of course, what all of it means for banks, insurers, pension funds, and the broader question of systemic risk. To learn more about turnaround management, news, and experts, visit turnaround.org. Episode Links View Professor Altman's slides here. Our episode is sponsored by EisnerAmper. Learn more about Ed Altman. Learn more about James H.M. Sprayregen. Learn more about the Turnaround Management Association at turnaround.org. Our music is by Kit and the Calltones.
“You have a refinancing problem; that's the dynamic that we're in today. With the covenant-lite nature of the loan market, most of these better-quality businesses can orchestrate an extension one time,” said Jason Mudrick, founder and chief investment officer of Mudrick Capital Management. “The problem is when you get to that new post-LME maturity wall, it's going to be much more challenging if we did our jobs right to do another LME.” Bloomberg Intelligence's Phil Brendel and Negisa Balluku sat down with Mudrick at the Beard Group Distressed Investing Media Night on May 19 to discuss the evolving landscape for liability management exercises (LMEs). Mudrick shared his perspective on navigating complex restructurings, the strategic role of litigation and how changing legal loopholes and market dynamics are shifting tactics for distressed investors. He also reflects on high-profile past cases like AMC Entertainment and Party City, detailing how “irrationally high” market caps and management relationships affect investment outcomes.
In this episode, Argus examines the intensifying supply squeeze in global aluminum markets following the outbreak of the US-Iran war and the closure of the Strait of Hormuz. With inventories at historically low levels and competition for units increasing across regions, supply security has become the dominant concern for consumers. Our experts explore how trade flows, premiums and secondary markets are responding, and why tightness may persist through the remainder of 2026. Covered in this episode • Why security of supply has overtaken sustainability and policy as the top priority for aluminum buyers • The impact of Middle East disruption on global availability, inventories and LME market structure • How European and US premiums are moving — and why further upside remains likely • The role of tariffs, trade flows and regional competition in shaping the US aluminium market • Why demand destruction has so far been limited despite historically high prices • The outlook for supply if the Strait of Hormuz reopens in the immediate future — including the release of stockpiled metal • How scrap and secondary aluminum markets are responding, particularly in Europe and the US
In this episode of Jane's LME Addiction, our head of LME coverage Jane Komsky welcomes back Jon Henes, founder and CEO of strategic communications firm C Street to discuss the market's shift from the technical "how-to" of liability management transactions to the fundamental "why."Jon addresses the growing skepticism surrounding the efficacy of these deals, the strategic vision behind C Street's new law firm optimization practice and explores whether the "musical chairs" of elite legal talent is ushering in a new era of consensual capital solutions or simply more complex bankruptcies.Find all our coverage on LMEs at 9fin.com.Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!
Is money working with you, or is it working against you? On this week's episode of Love University, we delve deeper into the concept of Loving Money Energy (LME) and how your relationship with money shapes your life. LME is the concept that money is a form of loving energy that can be used to uplift yourself, others, and the world. When you treat money with tension, fear, or desperation, the loving energy flow becomes restricted. When you circulate it with a mindset of care and goodwill, it spreads to others and flows back to you. Here are three ways to strengthen your relationship with Loving Money Energy: Treat Money Like a Friend, Not Something You Chase Many people approach money with urgency and pressure. They chase it, hoard it, and worry about its loss. But this often pushes money away from you. Think of money as a friend. If you invite a friend over and have delicious snacks, a fun environment, and provide good conversation, they will want to come back. But if you demand they come with gifts, they will likely stay away. Money is like a friend you need to nurture and cultivate. Just as people are drawn to individuals who are warm and generous, money tends to follow those who create value consistently. Money becomes your friend when you attract it with your talent and contribution, not neediness or craving. Build Bonds, Not Transactions Every exchange carries emotional weight. Business interactions are not only financial. They are relational. You may slightly overpay a merchant or vendor to create bonds of cheery affinity. Think of the overpay as helping them—perhaps with their child's college education or their elderly parents' medical bills. Chances are, they will return the favor by offering you a discount in the next transaction. Even if they don't, you have created a loving energy space for money to come back to you, perhaps through another person who also projects a LME generous spirit. Stay Generous, Stay Disciplined Generosity does not mean passivity. It requires awareness and strength. There will be individuals who attempt to take advantage of your goodwill. Recognizing this does not require anger or withdrawal. It needs clarity. When you maintain both generosity and firmness, your decisions become balanced. You can give where there is mutual respect and withdraw when there is manipulation. This preserves your LME and keeps your relationships aligned with your values. Over time, this approach filters out unstable connections and strengthens those built on trust and loving reciprocity. With loving money energy, you spread goodwill, value, and contribution throughout your community and ultimately the world. LME is what helps us surpass limitations and live our most invincible lives. Extend Loving Money Energy in your daily life, and you will experience a deeper sense of abundance and purpose. For more self-wisdom, make sure you pick up a copy of Invincible You on Amazon at https://tinyurl.com/3y3szh27
Is money working with you, or is it working against you? On this week's episode of Love University, we delve deeper into the concept of Loving Money Energy (LME) and how your relationship with money shapes your life. LME is the concept that money is a form of loving energy that can be used to uplift yourself, others, and the world. When you treat money with tension, fear, or desperation, the loving energy flow becomes restricted. When you circulate it with a mindset of care and goodwill, it spreads to others and flows back to you. Here are three ways to strengthen your relationship with Loving Money Energy: Treat Money Like a Friend, Not Something You Chase Many people approach money with urgency and pressure. They chase it, hoard it, and worry about its loss. But this often pushes money away from you. Think of money as a friend. If you invite a friend over and have delicious snacks, a fun environment, and provide good conversation, they will want to come back. But if you demand they come with gifts, they will likely stay away. Money is like a friend you need to nurture and cultivate. Just as people are drawn to individuals who are warm and generous, money tends to follow those who create value consistently. Money becomes your friend when you attract it with your talent and contribution, not neediness or craving. Build Bonds, Not Transactions Every exchange carries emotional weight. Business interactions are not only financial. They are relational. You may slightly overpay a merchant or vendor to create bonds of cheery affinity. Think of the overpay as helping them—perhaps with their child's college education or their elderly parents' medical bills. Chances are, they will return the favor by offering you a discount in the next transaction. Even if they don't, you have created a loving energy space for money to come back to you, perhaps through another person who also projects a LME generous spirit. Stay Generous, Stay Disciplined Generosity does not mean passivity. It requires awareness and strength. There will be individuals who attempt to take advantage of your goodwill. Recognizing this does not require anger or withdrawal. It needs clarity. When you maintain both generosity and firmness, your decisions become balanced. You can give where there is mutual respect and withdraw when there is manipulation. This preserves your LME and keeps your relationships aligned with your values. Over time, this approach filters out unstable connections and strengthens those built on trust and loving reciprocity. With loving money energy, you spread goodwill, value, and contribution throughout your community and ultimately the world. LME is what helps us surpass limitations and live our most invincible lives. Extend Loving Money Energy in your daily life, and you will experience a deeper sense of abundance and purpose. For more self-wisdom, make sure you pick up a copy of Invincible You on Amazon at https://tinyurl.com/3y3szh27
Would you like to experience wealth that expands your life and the lives of others? On this week's episode of Love University, we introduce a powerful concept called Loving Money Energy (LME). LME is a way of seeing money as an expression of loving energy that moves from person to person, recognizing value and enriching lives along the way. Instead of viewing money as something to fear, chase, or control, it becomes a conscious exchange of appreciation, contribution, and human connection. When you understand money in this way, your relationship with it begins to change. You move from tension to flow, from pressure to purpose. Money becomes part of a larger system of giving and receiving that reflects how you live, create, and contribute. Here are three ways to understand and activate Loving Money Energy: See Money as a Flow of Value and Appreciation Money represents value in motion. When you express your abilities, your effort, or your creativity, you receive something in return that reflects that contribution. When you give money, you're acknowledging the value created by someone else. This perspective changes how you interact with money on a daily basis. Instead of treating it as something separate from your life, you begin to see it as an extension of your actions and your intentions. It becomes a tool for reinforcing what you value, supporting what matters, and participating in a continuous exchange that connects people in meaningful ways. Shift from Scarcity to Expansion A scarcity mindset creates tension. It keeps your focus on what is missing, what could be lost, and what others might take. That mindset contracts your thinking and limits your willingness to act. An expansion mindset opens your perception. You begin to see possibilities where you once saw limits. You become more willing to create, to invest your energy, and to move forward with confidence. As your thinking expands, your actions follow. You stop operating from hesitation and begin operating from positive expectations. This shift alone can transform your internal state and your external results. Give and Receive with Awareness Loving Money Energy grows through circulation. When you give with awareness, even in small ways, you reinforce the flow. You begin to experience yourself as someone who contributes rather than someone who holds back. The quality of your giving matters. When giving is driven by pressure or expectation, it creates friction. When it comes from clarity and openness, it strengthens your sense of abundance. Over time, this approach reshapes how you experience both earning and giving. You begin to trust the flow instead of resisting it, and that trust creates a more stable and empowered relationship with money. Learn how to apply Loving Money Energy in your daily life, and you will experience a deeper sense of abundance and purpose. For more self-wisdom, make sure you pick up a copy of Invincible You on Amazon at https://tinyurl.com/3y3szh27
Would you like to experience wealth that expands your life and the lives of others? On this week's episode of Love University, we introduce a powerful concept called Loving Money Energy (LME). LME is a way of seeing money as an expression of loving energy that moves from person to person, recognizing value and enriching lives along the way. Instead of viewing money as something to fear, chase, or control, it becomes a conscious exchange of appreciation, contribution, and human connection. When you understand money in this way, your relationship with it begins to change. You move from tension to flow, from pressure to purpose. Money becomes part of a larger system of giving and receiving that reflects how you live, create, and contribute. Here are three ways to understand and activate Loving Money Energy: See Money as a Flow of Value and Appreciation Money represents value in motion. When you express your abilities, your effort, or your creativity, you receive something in return that reflects that contribution. When you give money, you're acknowledging the value created by someone else. This perspective changes how you interact with money on a daily basis. Instead of treating it as something separate from your life, you begin to see it as an extension of your actions and your intentions. It becomes a tool for reinforcing what you value, supporting what matters, and participating in a continuous exchange that connects people in meaningful ways. Shift from Scarcity to Expansion A scarcity mindset creates tension. It keeps your focus on what is missing, what could be lost, and what others might take. That mindset contracts your thinking and limits your willingness to act. An expansion mindset opens your perception. You begin to see possibilities where you once saw limits. You become more willing to create, to invest your energy, and to move forward with confidence. As your thinking expands, your actions follow. You stop operating from hesitation and begin operating from positive expectations. This shift alone can transform your internal state and your external results. Give and Receive with Awareness Loving Money Energy grows through circulation. When you give with awareness, even in small ways, you reinforce the flow. You begin to experience yourself as someone who contributes rather than someone who holds back. The quality of your giving matters. When giving is driven by pressure or expectation, it creates friction. When it comes from clarity and openness, it strengthens your sense of abundance. Over time, this approach reshapes how you experience both earning and giving. You begin to trust the flow instead of resisting it, and that trust creates a more stable and empowered relationship with money. Learn how to apply Loving Money Energy in your daily life, and you will experience a deeper sense of abundance and purpose. For more self-wisdom, make sure you pick up a copy of Invincible You on Amazon at https://tinyurl.com/3y3szh27
We're kicking off a new podcast series, LME Doomscrolling with Laurie, where 9fin's senior LME lawyer Laurie Tomassian unpacks the impact, risks and incentives of the evolving landscape of liability management exercises.In this inaugural episode, Laurie sits down with Professor Mark Roe and researcher Vasile Rotaru of Harvard Law School to explore their new study which measures how non-pro rata coercive LMEs fare in the long run. They discuss whether LMEs deliver on their promise(s) to sustainably extend a distressed company's runway.Their study, entitled Liability Management's Limited Runway: Corporate Restructuring Today, can be found here.Have any questions? Send us a note at podcast@9fin.com.
INTRODUCING MR. & MRS. BROWN TO THE TPCU!! Meet the Browns Full Movie Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Diary of a Mad Black Woman (2005) Movie Reaction: • DIARY OF A MAD BLACK WOMAN REACTION – MADE... Madea's Family Reunion (2006) Movie Reaction: • MADEA'S FAMILY REUNION (2006) REACTION–THI... Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 Aaron joins the Jo(h)n Squad for another Tyler Perry Opus, giving their Meet the Browns reaction, commentary, analysis, recap, breakdown, & full movie spoiler review!! Aaron Alexander, John Humphrey, & Jon Maturan react to and review Meet the Browns (2008), the heartfelt comedy-drama written, directed by, and starring Tyler Perry (Diary of a Mad Black Woman, Madea's Family Reunion). Based on Perry's stage play, the film blends humor, family drama, and themes of faith and resilience as a struggling single mother discovers an unexpected new community. Follow Aaron On Instagram: https://www.instagram.com/therealaaronalexander/?hl=en Follow Jon Maturan: https://www.instagram.com/jonmaturan/?hl=en Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
EDWINA DESERVES SO MUCH BETTER!! W/ Bridgerton Season 4 now on Netflix, we CONTINUE our First Time Watch for Season 2! Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! BRIDGERTON Full Reaction Watch Along: / thereelrejects BRIDGERTON 2x1 & 2x2 Reaction: • BRIDGERTON S2 EP 1–2 REACTION –THEY CLEARL... BRIDGERTON 2x3 Reaction: • BRIDGERTON 2x03 REACTION – THAT BEE STING ... Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 Greg Alba & John Humphrey react to and review Bridgerton Season 2, Episodes 4 & 5 — “Victory” and “An Unthinkable Fate.” Netflix's hit period drama from Shonda Rhimes (Grey's Anatomy, Scandal) continues to turn up the romance, tension, and scandal as the complicated love triangle between Anthony Bridgerton and the Sharma sisters reaches a boiling point. Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
CAPPING OFF OUR TWILIGHT SAGA MARATHON W/ THE SPOOF!! Vampires Suck Full Movie Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 Now that Greg & Tara have taken in the Twilight Saga, it's time for Friedberg & Seltzer's VAMPIRES SUCK reaction, recap, commentary, breakdown, & spoiler review!!! Greg Alba & Tara Erickson react to and review Vampires Suck (2010), the outrageous parody comedy from writer-directors Jason Friedberg & Aaron Seltzer (Epic Movie, Meet the Spartans). A direct spoof of The Twilight Saga, the film leans into absurd humor, pop culture satire, and over-the-top gags to poke fun at the vampire romance phenomenon. TARA ERICKSON Follow Tara Erickson: Youtube: https://www.youtube.com/@TaraErickson Instagram: https://www.instagram.com/taraerickson/ Twitter: https://twitter.com/thetaraerickson Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
“The theme that we're seeing a lot of is, do we do the same old LME that we would have done six months ago or a year ago, or should we do more of a comprehensive fixing of the balance sheet once?” says Brian Resnick, a restructuring partner and head of Davis Polk's Liability Management & Special Opportunities practice, discussing trends in liability management strategies as borrowers prepare for looming 2028 debt maturities. On this episode of the State of Distressed Debt podcast, Resnick joins Bloomberg Intelligence's Negisa Balluku and Phil Brendel to explore the growing consideration of more aggressive, one-shot deleveraging transactions and the advantages for lenders within the “in-crowd.” They also discuss the implications of banks expanding into private credit, what happens if anti-cooperation language gains traction, and the increasing sophistication of disqualified lender provisions. The podcast was recorded at the 22nd annual Wharton Restructuring & Distressed Investing Conference.
CHOPPER, DR. HIRILUK & DRUM ISLAND! One Piece Season 2 Full Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Grab Yourself Our One Piece Inspired Apparel! https://www.rejectnationshop.com/ ONE PIECE 2x1, 2x2, & 2x3 REACTION: • ONE PIECE (LIVE ACTION) S2 EPS 1-3 REACTIO... ONE PIECE 2x4 & 2x5 REACTION: • ONE PIECE (LIVE ACTION) S2 EPS 4–5 REACTIO... More RR ONE PIECE Reactions: • One Piece Reaction (Netflix Live Action 2023) Now that we're all caught up and Greg & Aaron have had their fun, it's time for Tara & Jon to BEGIN their One Piece Season 2 reaction, recap, commentary, analysis, breakdown, & spoiler review!! Tara Erickson & Jon Maturan react to and review One Piece Season 2, Episodes 6–8 — “Nami Deerest,” “Reindeer Shames,” and “Deer and Loathing in Drum Kingdom.” The Netflix live-action adaptation of Eiichiro Oda's legendary manga reaches an emotional climax with the Drum Island arc, introducing one of the most beloved members of the Straw Hat crew while expanding the larger threat of Baroque Works. Follow Jon Maturan: https://www.instagram.com/jonmaturan/?hl=en Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
THRAGG IS COMING!! Invincible Season 4 Full Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Greg Alba, Aaron Alexander, & Andrew Gordon react to INVINCIBLE Season 4 Episodes 1, 2, and 3! "Making the World a Better Place," "I'll Give You the Grand Tour," "I Gotta Get Some Air" These first three episodes gave us a little bit of everything — Oliver's return with a major growth spurt, brutal monster fights, the horrifying parasite squid chaos, and then Episode 2 hits with what might be one of the biggest lore dumps the series has ever delivered. From the shocking Viltrum Empire backstory, to the reveal of Thragg, to learning more about the Viltrumite disease purge, young Nolan, Nolan's parents, and the deeper history behind Allen's side of the conflict... this stretch of episodes really escalated things fast. Episode 3 brings back major faces from across the world of Invincible, including Titan, Machine Head, and more, making this season already feel massive in scale. Main characters and cast confirmed for Season 4 Follow Aaron On Instagram: https://www.instagram.com/therealaaronalexander/?hl=en Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
THAT SCENE AT THE TRAIN STATION!! With HBO's Euphoria Season 3 premiering April 12, Tara & John give their EUPHORIA Season 1 reaction, recap, commentary, analysis, breakdown, & spoiler review! Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Euphoria Full Reaction Watch Along: / thereelrejects EUPHORIA Episode 1 & 2 Reaction: • EUPHORIA 1x1 & 1x2 REACTION – THIS PUSHED ... EUPHORIA Episode 3 & 4 Reaction: • EUPHORIA 1x3 & 1x4 REACTION – THAT CARNIVA... EUPHORIA Episode 5 & 6 Reaction: • EUPHORIA 1x5 & 1x6 REACTION – NATE & MADDY... Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 Tara Erickson & John Humphrey react to and review Euphoria Season 1, Episodes 7 & 8, the intense final stretch of the groundbreaking HBO drama created by Sam Levinson (Malcolm & Marie, The Idol). As the season races toward its explosive finale, the characters' struggles with addiction, identity, and relationships reach devastating emotional heights. Follow Tara Erickson: Youtube: https://www.youtube.com/@TaraErickson Instagram: https://www.instagram.com/taraerickson/ Twitter: https://twitter.com/thetaraerickson Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
NETFLIX'S "GOLDEN" ACADEMY AWARD-WINNING ANIMATED FEATURE!! KPop Demon Hunters Full Movie Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! MEETING THE KPOP DEMON HUNTERS (Interview): • KPOP DEMON HUNTERS | Meeting the Huntrix C... KPOP DEMON HUNTERS (2025) Greg & Tara's Reaction: • KPOP DEMON HUNTERS (2025) LIVES UP TO THE ... KPOP DEMON HUNTERS (2025) John & Aaron's Reaction: • KPOP DEMON HUNTERS (2025) IS SO FREAKIN' F... Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 Roxy Striar & Jon Maturan react to KPop Demon Hunters — the animated Netflix phenomenon that follows Rumi, Mira, and Zoey of HUNTR/X as they balance superstardom with secretly slaying demons, while facing off against Jinu and the Saja Boys plus the terrifying Gwi-Ma. The main voice cast includes Arden Cho as Rumi, May Hong as Mira, Ji-young Yoo as Zoey, Ahn Hyo-seop as Jinu, Byung Hun Lee as Gwi-Ma, Yunjin Kim as Celine, Ken Jeong as Bobby, Daniel Dae Kim as Healer, Liza Koshy as Host, and Joel Kim Booster in multiple roles. The movie just became even bigger after winning 2 Oscars at the 2026 Academy Awards: Best Animated Feature and Best Original Song for “Golden.” “Golden” also made history as the first K-pop song to win Best Original Song at the Oscars. The soundtrack has been a massive part of why this movie exploded, with the current biggest songs led by “Golden,” followed by “How It's Done,” “Your Idol,” “Soda Pop,” “What It Sounds Like,” and “Takedown.” “Golden” spent 18 weeks at No. 1 on Billboard's Global 200, while chart coverage has also highlighted the strong runs of “How It's Done,” “Your Idol,” “Soda Pop,” “What It Sounds Like,” and “Takedown.” Follow Jon Maturan: https://www.instagram.com/jonmaturan/?hl=en Follow Roxy Striar YouTube:https://www.youtube.com/@TheWhirlGirls Instagram: https://www.instagram.com/roxystriar/?hl=en Twitter: https://twitter.com/roxystriar Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
AMY MADIGAN'S OSCAR-WINNING PERFORMANCE!! Weapons Full Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 WEAPONS (2025) - Tara, John, & Aaron's Reaction: • WEAPONS (2025) IS FREAKY AS HELL!! MOVIE R... With Amy Madigan enjoying some well-deserved awards season love + Zach Cregger's Resident Evil on the horizon, Roxy, Andrew, & Jon UNITE to give their Weapons reaction, recap, commentary, analysis, breakdown, & spoiler review!! Roxy Striar, Andrew Gordon, & Jon Maturan react to and review Weapons (2025), the chilling new horror mystery from writer-director Zach Cregger (Barbarian, The Whitest Kids U' Know). Known for blending unsettling atmosphere with shocking twists, Cregger's latest film delivers another deeply disturbing story—one centered on a mysterious event that shakes an entire community. Follow Jon Maturan: https://www.instagram.com/jonmaturan/?hl=en Follow Roxy Striar YouTube:https://www.youtube.com/@TheWhirlGirls Instagram: https://www.instagram.com/roxystriar/?hl=en Twitter: https://twitter.com/roxystriar Follow Andrew Gordon on Socials: YouTube: https://www.youtube.com/@MovieSource Instagram: https://www.instagram.com/agor711/?hl=en Twitter: https://twitter.com/Agor711 Learn more about your ad choices. Visit megaphone.fm/adchoices
NORMALIZE FRIEND NAPS!!! Friends Season 6 Full Episode Reaction Watch Along / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! FRIENDS Season 6, Ep 1 - 6 Reaction: • FRIENDS SEASON 6 Episodes 1–6 REACTION –RO... FRIENDS Season 6, Ep 7 - 12 Reaction: • FRIENDS SEASON 6 Episodes 7–12 REACTION – ... FRIENDS Season 6, Ep 13 - 18 Reaction: • FRIENDS SEASON 6 Episodes 13–18 REACTION –... FRIENDS Season 6, Ep 19 - 25 Reaction: • FRIENDS 6x19-25 REACTION – CHANDLER PROPOS... Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 Aaron & Johnald ARE BACK for another lovely FriendsDay, kicking off their Friends Season 7 Reaction, Recap, Commentary, & Review!! Aaron Alexander & John Humphrey react to and review Friends Season 7, Episodes 1–6, continuing one of the most beloved sitcom runs in television history. Season 7 kicks off with major relationship developments and classic comedic chaos as the group navigates weddings, career struggles, and plenty of awkward moments in New York City. Follow Aaron On Instagram: https://www.instagram.com/therealaaronalexander/?hl=en Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
The 2017 NYDJ Apparel (nee Not Your Daughter's Jeans) transaction pre-dated Serta as the original “uptier” liability management deal in which lenders holding a majority of the loan amended the waterfall to uptier their existing holdings plus new money, subordinating minority lenders holding the same loans.In a conversation with 9fin's Global Head of Distressed & LevFin Max Frumes, Debevoise's co-head of restructuring Sidney Levinson, who represented the majority lenders in that case, discusses the significance of the deal at the time and the evolution of LME technology ever since. They're joined by Debevoise Partners Scott Selinger and Erica Weisgerber, to of the co-heads of the firm's expanded Liability Management and Special Situations Group.Listen as they explore the commonalities and differences between the NYDJ situation and other well-known restructurings including Serta, J.Crew, Envision, Robertshaw, Trimark, Boardriders, Chewy, Petsmart, Caesars and Xerox.Have any feedback for us? Send a note to podcast@9fin.com. Thanks for watching and listening!
In this episode of Jane's LME Addiction, our head of LME coverage Jane Komsky brings in Debevoise's newest partners, Rachel Ehrlich Albanese, Sam Newman and Daniel Shamah to discuss the groups enhanced restructuring capabilities. They provide an overview of the LME and in-court landscape, and discuss what the year may bring by way of out-of-court vs in court transactions, sponsor and creditor incentives, and whether liability management is a true fix.Find all our coverage on co-ops and LMEs at 9fin.com.Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!
DAPHNE & THE DUKE TO BE WED!! With the first part of Bridgerton Season 4 streaming on Netflix now, John & Greg continue Lady Whistledown's scandal sheet! Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! BRIDGERTON 1x4 Reaction Highlights: • BRIDGERTON S1 EPISODE 4 REACTION – ONE KIS... BRIDGERTON 1x3 Reaction Highlights: • BRIDGERTON SEASON 1 EPISODES 1 & 2 REACTIO... BRIDGERTON 1x1 & 1x2 Reaction: • BRIDGERTON SEASON 1 EPISODES 1 & 2 REACTIO... Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 Greg Alba & John Humphrey react to Season 1, Episode 5 of Netflix's Bridgerton, titled “The Duke and I,” a pivotal chapter that dramatically reshapes the series' central romance. Following the scandalous duel, the episode shifts into married life for Daphne and Simon—revealing that love, intimacy, and power are far more complicated behind closed doors. Phoebe Dynevor (Younger, Fair Play) portrays Daphne Bridgerton as she navigates the realities of becoming Duchess of Hastings, discovering both passion and painful misunderstandings within her marriage. Regé-Jean Page (For the People, Dungeons & Dragons: Honor Among Thieves) gives a layered performance as Simon Basset, whose unresolved trauma and refusal to confront his vow about having children leads to one of the season's most talked-about and controversial storylines. The episode features standout moments including the lavish wedding ceremony, the emotionally charged honeymoon scenes, and the tense confrontation that exposes the cracks in their seemingly perfect union. Elsewhere, the wider ton continues to churn with intrigue as Lady Danbury (Adjoa Andoh – Doctor Who, Invictus) offers sharp counsel, Queen Charlotte (Golda Rosheuvel – Lady Macbeth, Dune: Prophecy) grows increasingly obsessed with unmasking Lady Whistledown, and Penelope Featherington (Nicola Coughlan – Derry Girls, Big Mood) quietly observes from the sidelines. “The Duke and I” marks a major tonal shift for Bridgerton, trading courtship fantasy for emotional fallout and setting the stage for the conflicts to come. Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
LIBERTY PRIME In Our Season 2 Finale!! Fallout Season 2 Full Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! FALLOUT Season 2, Episode 7 Reaction: • FALLOUT SEASON 2 EPISODE 7 REACTION – DOIN... Grab your official Fallout-inspired 'Ghouls Just Wanna Have Fun' tee before they're radiated away! https://tinyurl.com/3zjt6yks With the end of the season upon us, Greg & Michael RETURN to give their Fallout Season 2 Finale Reaction, Recap, Analysis, Breakdown, Commentary, & Spoiler Review!! Greg Alba & Michael Tessler react to Episode 8 of Season 2 of Prime Video's Fallout, the explosive season finale that brings the wasteland's competing agendas crashing together. With long-teased players finally stepping into the open, the episode delivers major revelations, emotional payoffs, and world-shifting consequences—reminding us once again that war… war never changes. Follow Michael Tessler:r:https://www.instagram.com/mjtessler/ Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
WHEN ALIENS ATTACK, MONSTERS FIGHT BACK!! Monsters vs. Aliens Full Movie Reaction Watch Along / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 Roxy & The Jo(h)ns return to the world of Dreamworks Animation giving their Monsters vs. Aliens Reaction, Recap, Commentary, Analysis, Breakdown, & Full Movie Spoiler Review! Roxy Striar, John Humphrey, & Jon Maturan react to Monsters vs. Aliens (2009), DreamWorks Animation's colorful, fast-paced sci-fi comedy that pays loving tribute to classic monster movies while delivering big laughs and surprising heart. Directed by Rob Letterman and Conrad Vernon, the film blends B-movie spectacle with family-friendly humor and blockbuster action. The story follows Susan Murphy (Reese Witherspoon – Legally Blonde, Big Little Lies), who is struck by a meteor on her wedding day and grows to 49 feet tall—earning the government-assigned name Ginormica. She's quickly recruited into a secret military team of monsters that includes Dr. Cockroach Ph.D. (Hugh Laurie – House, Veep), B.O.B. (Seth Rogen – Superbad, Pineapple Express), The Missing Link (Will Arnett – Arrested Development, The Lego Movie), and Insectosaurus (Kiefer Sutherland – 24, The Lost Boys). Together, they're tasked by General W.R. Monger (Kelsey Grammer – Frasier, X-Men: The Last Stand) with stopping the alien invader Gallaxhar (Rainn Wilson – The Office, Super). Packed with standout moments like Ginormica's San Francisco rampage, B.O.B.'s indestructible antics, the monster team's Tokyo showdown, and the climactic battle against Gallaxhar's robot drone, Monsters vs. Aliens balances spectacle with themes of self-worth, independence, and embracing what makes you different. We break down the animation, performances, sci-fi references, and why this film remains a fun, underrated entry in DreamWorks' animated lineup. Follow Jon Maturan: https://www.instagram.com/jonmaturan/?hl=en Follow Roxy Striar YouTube:https://www.youtube.com/@TheWhirlGirls Instagram: https://www.instagram.com/roxystriar/?hl=en Twitter: https://twitter.com/roxystriarIntense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
PIVOT!!! Friends Season 5 Full Episode Reaction Watch Along / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! FRIENDS Season 5, Ep 1 - 6 Reaction: • FRIENDS SEASON 5 EPISODES 1–6 REACTION – R... FRIENDS Season 5, Ep 7 - 12 Reaction: • FRIENDS SEASON 5 EPS 7–12 REACTION – THE T... Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 Aaron & Johnald RETURN for a fresh Marathon installment of their Friends Season 5 Reaction, Recap, Commentary, & Review!! Follow Aaron On Instagram: https://www.instagram.com/therealaaronalexander/?hl=en Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
MEETING DUNK & EGG!! A Knight of the Seven Kingdoms Full Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! The world of Westeros CONTINUES to grow as Greg, John, & Michael Tessler UNITE to give their A Knight of the Seven Kingdoms Reaction, Recap, Analysis, Breakdown, Commentary, & Spoiler Review!! Greg Alba, John Humphrey, & Michael Tessler react to the season premiere of HBO's A Knight of the Seven Kingdoms, the new Game of Thrones spinoff adapted from George R.R. Martin's Tales of Dunk and Egg novellas (The Hedge Knight). Set roughly a century before the events of Game of Thrones and after the events of House of the Dragon, the new series shifts the scale from epic wars to intimate adventures, focusing on honor, friendship, and the realities of knighthood in Westeros. The premiere introduces Ser Duncan the Tall, known as Dunk (Peter Claffey – Bad Sisters, Vikings: Valhalla), a towering hedge knight with a strong moral compass but little status, and his sharp-witted soon-to-be squire Egg (Dexter Sol Ansell – The Hunger Games: The Ballad of Songbirds & Snakes, Emmerdale). Their journey places them amid the politics of the Seven Kingdoms during the reign of King Aegon V Targaryen's era, brushing up against noble houses, tourneys, and the lingering legacy of Targaryen rule. As Ser Duncan attempts to honor his mentor and make a name for himself, a new opportunity presents itself in the form of a tourney... Blending classic Game of Thrones lore with a lighter, more personal perspective, the premiere sets the stage for a series rooted in chivalry, consequence, and the everyday lives shaped by Westeros' power struggles. It's a refreshing return to the world of George R.R. Martin—less about thrones, more about the people who live in their shadow. Follow Michael Tessler:r:https://www.instagram.com/mjtessler/ Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
JOFFREY'S DEATH AT THE PURPLE WEDDING!! Game of Thrones Full Series Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Game of Thrones 3x9 & 3x10 THE RED WEDDING Reaction: • GAME OF THRONES SEASON 3 Episode 9 & 10 RE... Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 With the debut of Oberyn Martel, a Stark Reunion, & the horrific Joffrey death scene, It's back to Westeros in the wake of the DEVASTATING Red Wedding as Tara & Andrew begin their Game of Thrones Season 4 Reaction, Breakdown, Commentary, Analysis & Spoiler Review! Tara Erickson & Andrew Gordon react to Game of Thrones Season 4, Episodes 1 & 2 — “Two Swords” and “The Lion and the Rose,” the explosive opening chapters of HBO's epic fantasy series adapted from George R.R. Martin's A Song of Ice and Fire. These episodes kick off the season with vengeance, political maneuvering, and one of the most infamous moments in television history. Follow Andrew Gordon on Socials: YouTube: https://www.youtube.com/@MovieSource Instagram: https://www.instagram.com/agor711/?hl=en Twitter: https://twitter.com/Agor711 Follow Tara Erickson: Youtube: https://www.youtube.com/@TaraErickson Instagram: https://www.instagram.com/taraerickson/ Twitter: https://twitter.com/thetaraerickson Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
THE BOND BETWEEN CHARLIE & NICK DEEPENS!! Heartstopper Season 1 Full Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 After a warm welcome into Charlie & Nick's story, Greg 'n Johnald are BACK for another Heartstopper Reaction, Recap, Analysis, Breakdown, & Spoiler Review!! Greg Alba & John Humphrey react to Episodes 3 & 4 of Heartstopper, Netflix's heartfelt coming-of-age romance adapted from Alice Oseman's beloved graphic novel series. These episodes deepen the emotional connection between Nick and Charlie while expanding the show's themes of identity, vulnerability, and first love. Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
STEAMY, SORDID, & GORGEOUS!! With the first part of Bridgerton Season 4 dropping later this month, John & Greg grab a copy of Lady Whistledown's scandal sheet! Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 Greg Alba & John Humphrey react to Bridgerton Season 1, Episodes 1 & 2, the lavish Netflix period drama created by Chris Van Dusen and produced by Shonda Rhimes, which reimagines Regency-era London through a modern lens of romance, scandal, and high society intrigue. These opening episodes set the tone for the series' blend of sweeping romance, sharp social commentary, and addictive drama. The premiere introduces the powerful Bridgerton family, led by eldest daughter Daphne Bridgerton (Phoebe Dynevor – Younger, Fair Play), as she enters the marriage market during London's competitive social season. Her fortunes take an unexpected turn when she forms a strategic alliance with the enigmatic Simon Basset, Duke of Hastings (Regé-Jean Page – Roots, The Gray Man), whose charm and emotional distance quickly make him the subject of intense fascination. Their fake courtship sparks both gossip and genuine attraction, becoming the emotional centerpiece of the show's early episodes. Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
BEN AFFLECK & MATT DAMON REUNITE!! The Rip Full Movie Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 It's a Boston Christmas in January as Coy & Greg REUNITE for The Rip Reaction, Recap, Breakdown, Commentary, Analysis & Spoiler Review!! Greg Alba & Coy Jandreau react to The Rip (2025), the upcoming Netflix crime thriller from co-Writer / Director Joe Carnahan (Narc, The Grey, Smokin' Aces, The A-Team) that reunites longtime collaborators Matt Damon & Ben Affleck in a gritty, character-driven story about loyalty, desperation, and the thin line between justice and crime as a group of Miami cops discovers a stash of millions in cash, leading to distrust as outsiders learn about the huge seizure, making them question who to trust & who to rely on. What results is a tense, grounded thriller in the vein of Heat & Affleck's own The Town, focusing on the fallout of a high-stakes criminal operation gone wrong. The film stars Matt Damon (The Bourne Identity, Oppenheimer) and Ben Affleck (Argo, Gone Girl) as central figures caught on opposite sides of a dangerous moral divide, with their characters bound by a shared past, forced into a collision course when a lucrative score begins to unravel. Set against a contemporary urban backdrop, the story explores how greed, pressure, and unfinished business can “rip” relationships apart, testing trust between partners, friends, and family. The supporting cast includes Teyana Taylor (One Battle After Another), Scott Adkins (John Wick: Chapter 4, The Expendables 2), Catalina Sandino Moreno (Maria Full of Grace, From), Kyle Chandler (Friday Night Lights, Godzilla vs. Kong), Steven Yeun (Minari, Beef), Sasha Calle (The Flash, On My Block), Néstor Carbonell (The Dark Knight, Lost), & More! Can the Boston Boys do it again??? Follow Coy Jandreau: Tik Tok: https://www.tiktok.com/@coyjandreau?l... Instagram: https://www.instagram.com/coyjandreau/?hl=en Twitter: https://twitter.com/CoyJandreau YouTube: https://www.youtube.com/channel/UCwYH2szDTuU9ImFZ9gBRH8w Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
GREAT FIGHT SCENES!! Percy Jackson Season 2 Full Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Percy Jackson & The Olympians 2x7 Reaction, Recap, Commentary, & Review! Greg Alba & Tara Erickson react to Percy Jackson & The Olympians Season 2 Episode 7, and this episode feels like the emotional and mythological breaking point of the season. As Cronos continues to manipulate Luke, the lines between destiny and choice completely blur, pushing the conflict to its most personal level yet. The episode erupts into major action with Clarisse and Annabeth finally teaming up, delivering some of the most intense fight choreography of the season. The tension peaks with an inevitable Luke vs Percy showdown, forcing Percy to confront betrayal, friendship, and the cost of being a hero. Adding even more emotional weight, Percy's mother, Sally, is pulled back into the chaos, grounding the gods-and-monsters conflict with real human stakes. Everything culminates in a massive cliffhanger as the Golden Fleece is finally secured, but victory comes at a price — Thalia's life hangs in the balance, setting the stage for a devastating finale. We break down Cronos' manipulation, Luke's descent, the evolving dynamics between Percy, Annabeth, and Clarisse, and why this episode may be the most consequential chapter of Season 2 so far. Follow Tara Erickson: Youtube: https://www.youtube.com/@TaraErickson Instagram: https://www.instagram.com/taraerickson/ Twitter: https://twitter.com/thetaraerickson Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
DEATHCLAWS & F.I.S.T.O.!! Fallout Season 2 Full Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Fallout 2x5 Reaction, Recap, Commentary, Analysis, Easter Eggs, & Spoiler Review! Greg Alba & Michael Tessler react to Fallout Season 2 Episode 5, and this episode is MASSIVE for Fallout lore and character collisions. In this chapter, Robert House (Justin Theroux) finally confronts Cooper Howard / The Ghoul (Walton Goggins) in New Vegas, bringing long-simmering tension to a head as ideology, power, and past choices clash face-to-face. The episode also delivers classic Fallout chaos with brutal Deathclaw battles, pushing survival instincts to the limit, while the group secures a crucial Punch Item that could shift the balance of power in the wasteland. We break down the meaning of House's confrontation with Cooper, what New Vegas represents in Fallout mythology, how the Deathclaws raise the stakes unlike anything we've seen so far this season, and why this episode feels like a turning point heading into the back half of Season 2. From NCR implications to Brotherhood consequences, this reaction dives deep into the Fallout game DNA and how the show continues to honor it. Season 2's Ensemble Cast includes: Cooper Howard / The Ghoul (Walton Goggins), Lucy MacLean (Ella Purnell), Maximus (Aaron Moten), Norm MacLean (Moisés Arias), Robert House (Justin Theroux), Hank MacLean (Kyle MacLachlan), Magnus (Michael Esper), Brotherhood Knight (Kumail Nanjiani), Thaddeus (Johnny Pemberton), Dane (Xelia Mendes-Jones), Vanessa Shelly (Elizabeth Lail), NCR Soldiers (various), Deathclaws, & MORE! Follow Michael Tessler:r:https://www.instagram.com/mjtessler/ Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Jane's LME Addiction, our head of LME coverage Jane Komsky brings in Josh Brody and Kenneth Reinker from Cleary Gottlieb to discuss the Optimum Communications fka Altice USA antitrust litigation related to cooperation agreements. They provide an overview of the litigation and discuss the likelihood of success, the pitfalls of certain arguments, and whether this litigation is likely to impact how co-ops are formed.Find all our coverage on co-ops and LMEs at 9fin.com.Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!
LET'S DANCE!! Footloose Full Movie Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 John & Andrew hit the dancefloor for one of the most iconic '80s movies of ALL TIME giving their Reaction, Recap, Analysis, Breakdown, Commentary, & Spoiler Review!! Footloose (1984) Full Movie Reaction, Breakdown, Commentary & Spoiler Review! — with hosts Andrew Gordon & John Humphrey diving into the iconic dance-driven classic that turned rebellion, rhythm, and teenage freedom into one of the most beloved films of the 1980s. Directed by Herbert Ross (Steel Magnolias, The Turning Point), Footloose stars Kevin Bacon (A Few Good Men, Mystic River) in a career-making role as Ren McCormack, a city kid who moves to the small town of Bomont — where dancing and rock music have been banned following a tragic accident. What follows is a clash of generations, beliefs, and self-expression as Ren challenges the town's rigid rules and inspires its youth to reclaim joy through movement. Andrew & John break down the movie's most iconic moments: Ren's explosive warehouse dance sequence, the tension-filled town council debates, the emotional conflict with Reverend Shaw Moore (John Lithgow — Dexter, The Crown), the complicated romance with Ariel (Lori Singer), and the unforgettable final prom that proves joy and discipline don't have to be enemies. They also highlight the film's legendary soundtrack — featuring hits like “Footloose,” “Let's Hear It for the Boy,” and “Almost Paradise” — which became inseparable from the movie's legacy. Follow Andrew Gordon on Socials: YouTube: https://www.youtube.com/@MovieSource Instagram: https://www.instagram.com/agor711/?hl=en Twitter: https://twitter.com/Agor711 Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
FROM THE DIRECTOR OF DISTRICT 9!! Elysium Full Movie Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! DISTRICT 9 (2009) Movie Reaction: • DISTRICT 9 (2009) IS WILDLY COMPELLING!! M... Gift Someone (Or Yourself) An RR Tee! https://shorturl.at/hekk2 With Matt Damon returning in Netflix's The Rip + Wagner Moura winning the Golden Globe for Best Actor, Tara & Roxy are BACK to give their Elysium Reaction, Recap, Breakdown, Commentary, Analysis & Spoiler Review! Roxy Striar & Tara Erickson react to Elysium (2013), the ambitious sci-fi action thriller directed by Neill Blomkamp (District 9, Chappie) that blends explosive spectacle with sharp social commentary. Set in a starkly divided future, the film explores themes of class inequality, immigration, and the moral cost of technological privilege. Follow Roxy Striar YouTube:https://www.youtube.com/@TheWhirlGirls Instagram: https://www.instagram.com/roxystriar/?hl=en Twitter: https://twitter.com/roxystriar Follow Tara Erickson: Youtube: https://www.youtube.com/@TaraErickson Instagram: https://www.instagram.com/taraerickson/ Twitter: https://twitter.com/thetaraerickson Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices