POPULARITY
Categories
This week! Jeremy Cobb and Candace the Magnificent are joined by Jennifer Kretchmer, a multi-talented writer, producer, actor, consultant, and tabletop creative whose work spans storytelling, performance, and game design. The Halflings explore how Jennifer's writing, acting, and lifelong nerdiness came together to form her creative origin story, and how her own disability became a driving force behind her passion for disability advocacy. Together, they discuss the perception of disability in the US, the discrimination the disabled community continues to face, and how these experiences shape both creative work and everyday life. The episode also looks at how players and GMs can thoughtfully approach disability at the table when playing tabletop roleplaying games, setting the foundation for a deeper discussion to come in part two. Also - did you miss out on our first
From the imposition of sweeping tariffs to Nvidia becoming the first $4 trillion — and later $5 trillion — market cap company, 2025 was an eventful year with much to take in. In this episode, Peter and Jeff discuss the Magnificent 7's recent performance, the future of AI, where interest rates might be headed and more. Plus, each provides a tip of the month to help support your well-being in the year ahead.Hosted by Creative Planning's Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
We're fully getting into Gabrielle's constant disapperances to go be in the woods, and I absolutely love it. She's having the time of her life, as she should. Find Candace and all their cool things here: https://linktr.ee/candacethemagnificent → Patreon: https://www.patreon.com/Barelybookish → Merch: https://barelybookish.threadless.com/ → Instagram: https://www.instagram.com/barelybookish/ → TikTok: https://www.tiktok.com/@barelybookish?lang=en → Twitter: https://twitter.com/barelybookish → Twitch: https://www.twitch.tv/barelybookish/profile → Barely Book Club: https://discord.gg/RpznKHq About Us: Barely Bookish is a book podcast where Rachel reads through classic literature and modern classics to see if they hold up to modern readers. In this, Rachel and a guest take deep dives into the novels you know and love, making it perfect for people who have read these books in school or those who have never read them before. New episodes come out every Wednesday. Find out more about the podcast over at https://barelybookish.com/. → Book Recommendations: https://bookshop.org/shop/BarelyBookish
David Faber and Sara Eisen kicked off the final trading week of 2025 with the precious metals rally taking a breather after silver topped $80 an ounce for the first time. Stocks also pulled back after the S&P 500 hit an all-time intraday high on Friday. Former Federal Reserve economist Claudia Sahm offered her 2026 outlook for the economy, inflation and the Fed. The anchors reacted to Lululemon founder Chip Wilson's decision to launch a proxy fight in an effort to shake up the company's board. Also in focus: Softbank ramps up its AI strategy with a $4 billion deal, the "Magnificent 7" gap that could widen in the new year, riding the financials rally into 2026.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They hit Andersen's $176M IPO, why Big Four ties to Big Tech raise independence questions, and how AI could finally kill the billable hour. Plus, what tax pros really charge in 2025 - and the wild 'Middle Finger Ranch' fraud.SponsorsOnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:56) - Private Equity in Accounting Firms (01:51) - Sponsor Message: OnPay Payroll Solutions (04:15) - Arthur Andersen's Legacy and IPO (07:45) - Private Equity Survey Results (21:04) - Big Four and Tech Giants (28:25) - Pricing Models for CAS Engagements (30:22) - Tax Preparers' Fees Breakdown (36:12) - Cloud Accountant Staffing (37:34) - Economic Growth and Consumer Spending (40:26) - Fraud Stories: Middle Finger Ranch and More (43:24) - PCAOB Budget Cuts and Enforcement Actions (52:29) - IRS Readiness for Tax Season (53:43) - Conclusion and Upcoming Topics Show NotesPE in accounting firms: From 'dumpster fire' to excitementhttps://www.accountingtoday.com/news/pe-in-accounting-firms-from-dumpster-fire-to-excitement Andersen Group Shares Gain 47% After $176 Million US IPOhttps://www.bloomberg.com/news/articles/2025-12-17/andersen-group-shares-jump-34-after-176-million-us-ipo Andersen goes public, hits $2.6B valuationhttps://thefinancestory.com/andersen-group-ipo-2-6b-valuation The Big Four consulting firms are embedded in Big Tech. Here's who audits each of the Magnificent 7 companieshttps://www.businessinsider.com/big-four-accounting-audits-magnificent-seven-financial-records-2025-12 What do tax preparers charge? https://www.accountingtoday.com/news/what-do-tax-preparers-charge How much do tax professionals charge in 2025? Insights from NATP's Fee Studyhttps://www.natptax.com/news-insights/blog/how-much-do-tax-professionals-charge-in-2025-insights-from-natp-s-fee-study/ U.S. economic growth surges in third quarter to 4.3%https://www.washingtonpost.com/business/2025/12/23/gdp-economy-consumer-spending/ The US economy expanded at the fastest pace in two years as wealthier Americans kept spending https://www.cnn.com/2025/12/23/economy/us-gdp-q3 Kansas accountant diverted family funds to fictitious 'Middle Finger Ranch'https://kansasreflector.com/briefs/kansas-accountant-diverted-family-funds-to-fictitious-middle-finger-ranch/ Kansas Accountant, Who Created Fictitious 'Middle Finger Ranch' for Fraud Scheme, Sentenced to 4 Years in Jailhttps://www.cpapracticeadvisor.com/2025/12/04/kansas-accountant-who-created-fictitious-middle-finger-ranch-for-fraud-scheme-sentenced-to-4-years/174381/ PCAOB to tighten budget in 2026 https://www.accountingtoday.com/news/pcaob-to-tighten-budget-in-2026 PCAOB Approves 2026 Budget https://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-approves-2026-budget Accounting Firms Must Stop Charging for Timehttps://cpatrendlines.com/2025/12/02/accounting-firms-must-stop-charging-for-time/ Dirty money gangster jailed over plot worth almost £12mhttps://www.dailyrecord.co.uk/news/scottish-news/dirty-money-gangster-jailed-over-36410033 PCAOB Sanctions CPA for Violations Related to Audit Evidence and Her Former Audit Firm for Quality Control Issueshttps://pcaobus.org/news-events/news-releases/news-release-detail/pcaob-sanctions-cpa-for-violations-related-to-audit-evidence-and-her-former-audit-firm-for-quality-control-issues Ahead of Tax Filing Season, Warren, King, 15 Senators Warn of Tax Filing Chaos After Trump Admin Attacks on IRShttps://www.warren.senate.gov/newsroom/press-releases/ahead-of-tax-filing-season-warren-king-15-senators-warn-of-tax-filing-chaos-after-trump-admin-attacks-on-irsNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info?&n...
The breach wasn't God's doing it was ours. See how sin and compromise opens the gap and why personal responsibility matter to allow restoration to begin.
Big Tech spent $560B on AI and made $35B back—no profits, just GPUs and vibes.We break down why NVIDIA is propping up the market, why AI agents don't work, and why the AI boom looks increasingly brittle under the hood.In this episode, we dissect the AI trade using hard data:$560B in capex from the Magnificent 7$35B in AI revenueNo sustainable profits—except for NVIDIAWe cover:Why NVIDIA is the single point of failure for US equitiesHow OpenAI and Anthropic extract value from their own customersWhy “agents” are marketing fictionAnd why AI startups scale by burning cash, not building moatsThis isn't contrarianism.It's what the balance sheets are saying—quietly.
1 Peter 1:3-12 | Pastor Matt McGrew from Anchor Bible Church
What happens when two relationship experts who teach others about intimacy find themselves in an 18-month sexual drought? We recently emerged from what we affectionately call "the swamp"—a period where our once-vibrant sexual connection became strained, disconnected, and frankly disappointing. Despite having all the professional knowledge about creating great sex, we found ourselves stuck in patterns that weren't working, and the solutions weren't immediately obvious.It was a profound opportunity for growth and understanding–the experience taught us that magnificent sex isn't something you figure out once and then have forever. It requires ongoing attention, vulnerability, and a willingness to return to basics when things get off track.In this episode, we talk about:— What "magnificent sex" actually means (hint: it's about soul-shaking connection, not just technique)— The four key elements that create truly magnificent sexual experiences— How even sex educators can lose track of their own erotic needs and desires— Why our sexual "swamp" developed and the surprisingly simple interventions that helped us find our way out— The power of written requests on index cards for neurodivergent communication patterns— The importance of reconnecting with your own core erotic themes rather than just focusing on your partner's— How to create containers of safety that allow for vulnerability and presence— Why aftercare matters and how to customize it for each partner's specific needs— The value of accommodating different communication and memory styles in sexual contexts— Practical ways to rebuild connectionResources mentioned in this episode:— Magnificent Sex: Lessons from Extraordinary Lovers by Peggy Kleinplatz and Dana Ménard— The Erotic Mind by Jack Morin— Transcendent Sex by Jenny Wade— The Wheel of Consent by Betty Martin— Joli's Sexual Shadow Masterclass— Our episode on Nurturing Established Relationship EnergyJOIN The Year Of Opening® community for a full year of learning & support. Registration is open now at www.TheYearOfOpening.comLearn the 5 secrets to open your relationship the smart wayAre you ready to open your relationship happily? Find out at www.JoliQuiz.comGet the answers you want to create the open relationship of your dreams! Sign up for an Ask Me Anything hereMusic: Dance of Felt by Blue Dot Sessions
As 2025 wraps up, Carson is joined by Adams Wealth Partners' Spencer Provow, CFP®, and Anthony Breen, CFA®, to recap the year and look ahead to 2026. They cover the top-performing sectors of 2025, key takeaways for investors, and what's next with the Magnificent 7, space-based data centers, and the IPO market.This conversation provides clear insights on market trends, investment opportunities, and potential risks for the year ahead.
Was waren die heissesten Themen an den Aktienmärkten im Jahr 2025?
Merry Christmas and Happy Holidays! This is Part 2 of a very special rebroadcast, as we air Dr. Therman Evans's presentation at the Agape International Center of Truth's "Revelation of Spirit 2000 Conference." Dr. Therman Evans is the founder and CEO of Whole Life Associates, a graduate of Howard University undergraduate (BS) and medical school (MD), the former Vice President and Corporate Medical Director of Cigna Insurance and Healthcare Corporation, as well as the National Health Director and Washington Bureau Chief for Rev. Jesse Jackson's Operation Push. Additionally, he studied and achieved his B.A., M.A., and Ph.D. degrees in theology from the United Christian College of New York. Dr. Evans was appointed in 1998 and formally installed as Pastor of Morning Star Community Christian Center (MSCCC ) in 1999. As the Senior Pastor, he has brought the message of "wholeness" in mind, body, and spirit to the dynamic and growing membership and ministries of the Morning Star congregation. He talks about Divine Timing and being at the right place at the right time. He weaves his practice as a medical doctor with his wisdom as a preacher and gives a speech that glorifies the magnificence we are as human beings. Info: thermanevans.com.
This week we talk about energy consumption, pollution, and bipartisan issues.We also discuss local politics, data center costs, and the Magnificent 7 tech companies.Recommended Book: Against the Machine by Paul KingsnorthTranscriptIn 2024, the International Energy Agency estimated that data centers consumed about 1.5% of all electricity generated, globally, that year. It went on to project that energy consumption by data centers could double by 2030, though other estimates are higher, due to the ballooning of investment in AI-focused data centers by some of the world's largest tech companies.There are all sorts of data centers that serve all kinds of purposes, and they've been around since the mid-20th century, since the development of general purposes digital computers, like the 1945 Electronic Numerical Integrator and Computer, or ENIAC, which was programmable and reprogrammable, and used to study, among other things, the feasibility of thermonuclear weapons.ENIAC was built on the campus of the University of Pennsylvania and cost just shy of $500,000, which in today's money would be around $7 million. It was able to do calculators about a thousand times faster than other, electro-mechanical calculators that were available at the time, and was thus considered to be a pretty big deal, making some types of calculation that were previously not feasible, not only feasible, but casually accomplishable.This general model of building big-old computers at a center location was the way of things, on a practical level, until the dawn of personal computers in the 1980s. The mainframe-terminal setup that dominated until then necessitated that the huge, cumbersome computing hardware was all located in a big room somewhere, and then the terminal devices were points of access that allowed people to tap into those centralized resources.Microcomputers of the sort of a person might have in their home changed that dynamic, but the dawn of the internet reintroduced something similar, allowing folks to have a computer at home or at their desk, which has its own resources, but to then tap into other microcomputers, and to still other larger, more powerful computers across internet connections. Going on the web and visiting a website is basically just that: connecting to another computer somewhere, that distant device storing the website data on its hard drive and sending the results to your probably less-powerful device, at home or work.In the late-90s and early 2000s, this dynamic evolved still further, those far-off machines doing more and more heavy-lifting to create more and more sophisticated online experiences. This manifested as websites that were malleable and editable by the end-user—part of the so-called Web 2.0 experience, which allowed for comments and chat rooms and the uploading of images to those sites, based at those far off machines—and then as streaming video and music, and proto-versions of social networks became a thing, these channels connecting personal devices to more powerful, far-off devices needed more bandwidth, because more and more work was being done by those powerful, centrally located computers, so that the results could be distributed via the internet to all those personal computers and, increasingly, other devices like phones and tablets.Modern data centers do a lot of the same work as those earlier iterations, though increasingly they do a whole lot more heavy-lifting labor, as well. They've got hardware capable of, for instance, playing the most high-end video games at the highest settings, and then sending, frame by frame, the output of said video games to a weaker device, someone's phone or comparably low-end computer, at home, allowing the user of those weaker devices to play those games, their keyboard or controller inputs sent to the data center fast enough that they can control what's happening and see the result on their own screen in less than the blink of an eye.This is also what allows folks to store backups on cloud servers, big hard drives located in such facilities, and it's what allows the current AI boom to function—all the expensive computers and their high-end chips located at enormous data centers with sophisticated cooling systems and high-throughput cables that allow folks around the world to tap into their AI models, interact with them, have them do heavy-lifting for them, and then those computers at these data centers send all that information back out into the world, to their devices, even if those devices are underpowered and could never do that same kind of work on their own.What I'd like to talk about today are data centers, the enormous boom in their construction, and how these things are becoming a surprise hot button political issue pretty much everywhere.—As of early 2024, the US was host to nearly 5,400 data centers sprawled across the country. That's more than any other nation, and that number is growing quickly as those aforementioned enormous tech companies, including the Magnificent 7 tech companies, Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta, and Tesla, which have a combined market cap of about $21.7 trillion as of mid-December 2025, which is about two-thirds of the US's total GDP for the year, and which is more than the European Union's total GDP, which weighs in at around $19.4 trillion, as of October 2025—as they splurge on more and more of them.These aren't the only companies building data centers at breakneck speed—there are quite a few competitors in China doing the same, for instance—but they're putting up the lion's share of resources for this sort of infrastructure right now, in part because they anticipate a whole lot of near-future demand for AI services, and those services require just a silly amount of processing power, which itself requires a silly amount of monetary investment and electricity, but also because, first, there aren't a lot of moats, meaning protective, defensive assets in this industry, as is evidenced by their continual leapfrogging of each other, and the notion that a lot of what they're doing, today, will probably become commodity services in not too long, rather than high-end services people and businesses will be inclined to pay big money for, and second, because there's a suspicion, held by many in this industry, that there's an AI shake-out coming, a bubble pop or bare-minimum a release of air from that bubble, which will probably kill off a huge chunk of the industry, leaving just the largest, too-big-to-fail players still intact, who can then gobble up the rest of the dying industry at a discount.Those who have the infrastructure, who have invested the huge sums of money to build these data centers, basically, will be in a prime position to survive that extinction-level event, in other words. So they're all scrambling to erect these things as quickly as possible, lest they be left behind.That construction, though, is easier said than done.The highest-end chips account for around 70-80% of a modern data center's cost, as these GPUs, graphical processing units that are optimized for AI purposes, like Nvidia's Blackwell chips, can cost tens of thousands of dollars apiece, and millions of dollars per rack. There are a lot of racks of such chips in these data centers, and the total cost of a large-scale AI-optimized data center is often somewhere between $35 and $60 billion.A recent estimate by McKinsey suggests that by 2030, data center investment will need to be around $6.7 trillion a year just to keep up the pace and meet demand for compute power. That's demand from these tech companies, I should say—there's a big debate about where there's sufficient demand from consumers of AI products, and whether these tech companies are trying to create such demand from whole cloth, to justify heightened valuations, and thus to continue goosing their market caps, which in turn enriches those at the top of these companies.That said, it's a fair bet that for at least a few more years this influx in investment will continue, and that means pumping out more of these data centers.But building these sorts of facilities isn't just expensive, it's also regulatorily complex. There are smaller facilities, akin to ENIAC's campus location, back in the day, but a lot of them—because of the economies of scale inherent in building a lot of this stuff all at once, all in the same place—are enormous, a single data center facility covering thousands of acres and consuming a whole lot of power to keep all of those computers with their high-end chips running 24/7.Previous data centers from the pre-AI era tended to consume in the neighborhood of 30MW of energy, but the baseline now is closer to 200MW. The largest contemporary data centers consume 1GW of electricity, which is about the size of a small city's power grid—that's a city of maybe 500,000-750,000 people, though of course climate, industry, and other variables determine the exact energy requirements of a city—and they're expected to just get larger and more resource-intensive from here.This has resulted in panic and pullbacks in some areas. In Dublin, for instance, the government has stopped issuing new grid connections for data centers until 2028, as it's estimated that data centers will account for 28% of Ireland's power use by 2031, already.Some of these big tech companies have read the writing on the wall, and are either making deals to reactivate aging power plants—nuclear, gas, coal, whatever they can get—or are saying they'll build new ones to offset the impact on the local power grid.And that impact can be significant. In addition to the health and pollution issues caused by some of the sites—in Memphis, for instance, where Elon Musk's company, xAI, built a huge data center to help power his AI chatbot, Grok, the company is operating 35 unpermitted gas turbines, which it says are temporary, but which have been exacerbating locals' health issues and particulate numbers—in addition to those issues, energy prices across the US are up 6.9% year over year as of December 2025, which is much higher than overall inflation. Those costs are expected to increase still further as data centers claim more of the finite energy available on these grids, which in turn means less available for everyone else, and that scarcity, because of supply and demand, increases the cost of that remaining energy.As a consequence of these issues, and what's broadly being seen as casual overstepping of laws and regulations by these companies, which often funnel a lot of money to local politicians to help smooth the path for their construction ambitions, there are bipartisan efforts around the world to halt construction on these things, locals saying the claimed benefits, like jobs, don't actually make sense—as construction jobs will be temporary, and the data centers themselves don't require many human maintainers or operators, and because they consume all that energy, in some cases might consume a bunch of water—possibly not as much as other grand-scale developments, like golf courses, but still—and they tend to generate a bunch of low-level, at times harmful background noise, can create a bunch of local pollution, and in general take up a bunch of space without giving any real benefit to the locals.Interestingly, this is one of the few truly bipartisan issues that seems to be persisting in the United States, at a moment in which it's often difficult to find things Republicans and Democrats can agree on, and that's seemingly because it's not just a ‘big companies led by untouchable rich people stomping around in often poorer communities and taking what they want' sort of issue, it's also an affordability issue, because the installation of these things seems to already be pushing prices higher—when the price of energy goes up, the price of just about everything goes up—and it seems likely to push prices even higher in the coming years.We'll see to what degree this influences politics and platforms moving forward, but some local politicians in particular are already making hay by using antagonism toward the construction of new data centers a part of their policy and campaign promises, and considering the speed at which these things are being constructed, and the slow build of resistance toward them, it's also an issue that could persist through the US congressional election in 2026, to the subsequent presidential election in 2028.Show Noteshttps://www.wired.com/story/opposed-to-data-centers-the-working-families-party-wants-you-to-run-for-office/https://finance.yahoo.com/news/without-data-centers-gdp-growth-171546326.htmlhttps://time.com/7308925/elon-musk-memphis-ai-data-center/https://wreg.com/news/new-details-on-152m-data-center-planned-in-memphis/https://www.politico.com/news/2025/05/06/elon-musk-xai-memphis-gas-turbines-air-pollution-permits-00317582https://www.datacenterwatch.org/reporthttps://www.govtech.com/products/kent-county-mich-cancels-data-center-meeting-due-to-crowdhttps://www.woodtv.com/news/kent-county/gaines-township-planning-commission-to-hold-hearing-on-data-center-rezoning/https://www.theverge.com/science/841169/ai-data-center-oppositionhttps://www.iea.org/reports/energy-and-ai/energy-demand-from-aihttps://www.cbre.com/insights/reports/global-data-center-trends-2025https://www.phoenixnewtimes.com/news/chandler-city-council-unanimously-kills-sinema-backed-data-center-40628102/https://www.mlive.com/news/ann-arbor/2025/11/rural-michigan-fights-back-how-riled-up-residents-are-challenging-big-tech-data-centers.html?outputType=amphttps://www.courthousenews.com/nonprofit-sues-to-block-165-billion-openai-data-center-in-rural-new-mexico/https://www.datacenterdynamics.com/en/news/microsoft-cancels-plans-for-data-center-caledonia-wisconsin/https://www.cnbc.com/2025/11/25/microsoft-ai-data-center-rejection-vs-support.htmlhttps://www.wpr.org/news/microsoft-caledonia-data-center-site-ozaukee-countyhttps://thehill.com/opinion/robbys-radar/5655111-bernie-sanders-data-center-moratorium/https://www.investopedia.com/magnificent-seven-stocks-8402262https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centershttps://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/ai-power-expanding-data-center-capacity-to-meet-growing-demandhttps://www.marketplace.org/story/2025/12/19/are-energyhungry-data-centers-causing-electric-bills-to-go-uphttps://en.wikipedia.org/wiki/Data_centerhttps://en.wikipedia.org/wiki/ENIAC This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe
Do you realize how truly magnificent you really are? In today's very special rebroadcast, we air Dr. Therman Evans's presentation at the Agape International Center of Truth's "Revelation of Spirit 2000 Conference." Dr. Therman Evans is the founder and CEO of Whole Life Associates, a graduate of Howard University undergraduate (BS) and medical school (MD), the former Vice President and Corporate Medical Director of Cigna Insurance and Healthcare Corporation, as well as the National Health Director and Washington Bureau Chief for Rev. Jesse Jackson's Operation Push. Additionally, he studied and achieved his B.A., M.A., and Ph.D. degrees in theology from the United Christian College of New York. Dr. Evans was appointed in 1998 and formally installed as Pastor of Morning Star Community Christian Center (MSCCC ) in 1999. Today he talks about how to have Heaven on Earth. As the Senior Pastor, he has brought the message of "wholeness" in mind, body, and spirit to the dynamic and growing membership and ministries of the Morning Star congregation. He weaves his practice as a medical doctor with his wisdom as a preacher and gives a speech that glorifies the magnificence we are as human beings. (This is Part 1 of his inspirational speech.) Info: thermanevans.com.
Sometimes we have to let go and give God space to move. Let go of control and trust Him.
Drawing on over 40 years of study and travel as a worldwide Bible teacher, Tony Cooke presents a multifaceted portrait of Jesus, who stands in a class all His own from eternity past through eternity future. Guest information: www.tonycooke.org Our website: www.oasisnetwork.org
Dave Spano and Brian Jacobsen break down distorted economic data and what it really means for the labor market as payroll trends shift in our Week in Review. Inflation may be taking a holiday, but consumer spending remains surprisingly resilient heading into the festive season. Plus, we look ahead to earnings season, where analysts expect double-digit growth for the S&P 500 and the ‘Magnificent 7' to keep leading the charge.” Also, segments on the first meeting with a wealth manager and creating a "living legacy".
Not the upgrading a rental and writing on random people's walls. We have a lot to talk about this episode, that's for sure. Find Candace and all their cool things here: https://linktr.ee/candacethemagnificent → Patreon: https://www.patreon.com/Barelybookish → Merch: https://barelybookish.threadless.com/ → Instagram: https://www.instagram.com/barelybookish/ → TikTok: https://www.tiktok.com/@barelybookish?lang=en → Twitter: https://twitter.com/barelybookish → Twitch: https://www.twitch.tv/barelybookish/profile → Barely Book Club: https://discord.gg/RpznKHq About Us: Barely Bookish is a book podcast where Rachel reads through classic literature and modern classics to see if they hold up to modern readers. In this, Rachel and a guest take deep dives into the novels you know and love, making it perfect for people who have read these books in school or those who have never read them before. New episodes come out every Wednesday. Find out more about the podcast over at https://barelybookish.com/. → Book Recommendations: https://bookshop.org/shop/BarelyBookish
It's that time of year: the Christmas Bird Count, when birders go out in flocks to record all the birds they see in a single day. The data collected during this annual tradition gets compiled by the National Audubon Society, and helps scientists understand bird population trends across the Americas. If you participate in the bird count, chances are you'll see a lot of the same birds you'd see any other day of the year—think sparrows, blue jays, blackbirds, cardinals. But that doesn't make them any less special. So this year we're turning our binoculars on a few (wrongfully) overlooked common birds. Producer Kathleen Davis talks with two of our favorite birders, author and illustrator Rosemary Mosco, and conservation scientist Corina Newsome, to share some surprising facts about birds that don't often make it to the top of pecking order.Guests:Rosemary Mosco is an author, illustrator, and speaker whose work connects people with the natural world.Corina Newsome is a birder and conservation scientist at the National Wildlife Federation, based in Atlanta, Georgia.Transcripts for each episode are available within 1-3 days at sciencefriday.com. Subscribe to this podcast. Plus, to stay updated on all things science, sign up for Science Friday's newsletters.
Carl Quintanilla, Jim Cramer and David Faber set the stage for what is shaping up to be a busy final full trading week of 2025. Cramer explained why he believes the AI boom is "stunted" and many investors won't "touch" Nvidia stock. As some on Wall Street debate comparing AI mania to the dot-com bubble, the anchors explored the Magnificent 7 stocks that are underperforming the broader market. Also in focus: Bullish calls on the S&P 500, why Tesla shares are in rally mode, President Trump says the Fed should consult him about interest rate policy, "Kevins" in the mix to replace Fed Chair Powell, Goldman Sachs says "Sell" Texas Instruments.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
DJ Jazzy Jeff's live mix sessions on Twitch, Facebook Live, Instagram, etc. Philly royalty at it's finest.
Criterion breaks down year-end acquisition numbers, highlights stock-market bubble indicators, and lays out a practical commercial real estate strategy to survive a potential 2026–2027 correction. Time Stamps: 0:00 – Introduction 1:30 – Year-end update: $72M acquired + $21M equity raised 2:35 – Growth story: 2019 first deal to “20X” scale + investor base expansion 4:27 – Why talk about a potential 2026–2027 market correction 6:12 – Index run-up: S&P / Dow / NASDAQ context and “bubble” risk framing 8:47 – Valuation red flags: S&P PE ratios vs. 1929 / 2001 comps 9:47 – Buffett Indicator explained (market cap vs. GDP) 10:55 – “Magnificent 7” concentration + elevated PE multiples 12:40 – Awareness over prediction: risk management mindset 13:08 – Macro pressure: national debt + interest cost discussion 15:19 – If stocks crash: what happens to real estate values + inflation response 16:39 – CRE in a downturn: tenant risk, vacancy, and cash reserves 17:25 – Rates drop = refinance opportunity; CRE vs. stocks volatility 18:42 – Why higher-cap buys help: breathing room on cash flow 19:14 – Crash playbook: buy discounted assets, avoid forced sales, keep operating 19:47 – “Don't wait for perfect”: buy through every season Visit TheCriterionFund.com for more information commercialrealestate #commercialrealestateinvesting #cre #realestateinvesting #investing #passiveincome #wealthbuilding #financialfreedom #realestatepodcast #investoreducation #stripcenters #retailrealestate #neighborhoodcenters #caprate #cashoncash #dealmaking #capitalraising #privateequityrealestate #marketcycle #recessionproof #riskmanagement #economicoutlook #interestrates #refinance #valueadd #assetmanagement #tenantmix #vacancy #portfolio #multifamilyinvesting stockmarket #sp500 #nasdaq #dowjones #buffettindicator #priceratios #peratio #magnificentseven #marketcorrection #marketcrash #macro #inflation #deficit #nationaldebt #economy #investingtips #wealthstrategy #longterminvesting #buythedip
Keeping rank is not about status. It's about leading, showing yourself approved, being a light. It's giving hope to the hopeless and leading people to God. That's keeping rank.
Ted Thatcher explains what we learned from the Fed's rate cut and previews the delayed economic data that will be released this week. The lack of clarity is making the Fed hesitant to commit to a path, he says. On the labor market, he reviews the mixed data and emphasizes seasonal job openings around the holiday season. His stock picks for 2026 include Alphabet (GOOGL), the “value play of the Magnificent 7.” Ted also likes Meta Platforms (META) and Costco (COST). ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
In this episode, we wrap up The Hobbit with “The Last Stage” and reflect on Bilbo's road home, the petty (now less petty?) Rivendell elves, the unexpected return to Bag End, and how Tolkien so thoroughly captures the meaning of “home.” We also take an extended look at Tolkien’s 3 (THREE!) songs in this final chapter. Then, we examine why Tolkien might give so much attention to the aftermath and how Bilbo is changed forever (or maybe it’s just a bigger stronger Tookish side?). We also cover: The Hobbit doesn’t even use the word “Shire” Fixing our capitalization
Werbung | Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien Dow auf Rekordkurs – Rotation raus aus Tech, rein in Value, Financials, Health Care und Industrials. Broadcom trotz starkem AI-Ausblick unter Druck, der Markt nimmt Gewinne im AI-Trade mit. Lululemon springt nach CEO-Rücktritt und Q3-Beat zweistellig nach oben, RH legt nach gemischten Zahlen vorbörslich zu. Tilray explodiert, nachdem Berichte über eine Lockerung der US-Marihuana-Regeln kursieren. S&P 500 und Dow auf Allzeithoch, der Nasdaq hinkt hinterher – die „Magnificent 7“ verlieren etwas an Zugkraft. Kleinkapitalisierte Werte drehen auf: Der Russell 2000 markiert ein neues Rekordhoch und führt die Wochenerholung an. Der dritte Fed-Zinsschnitt des Jahres befeuert die Hoffnung auf eine breitere Jahresendrally jenseits der großen Tech-Namen. Die große Frage: Setzt sich die Marktbreite durch – oder holen sich die Anleger die AI-Highflyer schneller zurück, als viele denken? Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum
This week! Candace the Magnificent and Jeremy Cobb are joined by lead producer of Koboa and new game Beasts - Adrián Mejía! Adrián shares how a childhood trip to Brazil and the moment he first saw Super Mario Bros. 3 ignited his love of imaginative worlds, later deepened by discovering the TTRPG Nephilim. He dives into the South American inspirations that shaped Koboa, the careful research and cultural grounding behind its lore, and the determination to challenge stereotypes by creating a space where South American players feel truly welcome. We also explore his new game Beasts, which made Jeremy's teenage heart grow three sizes. Expect themes of dehumanisation, the weight of an unwinnable war, what remains of you afterward, and a clear thread of Animorphs-style intensity. The episode wraps with Adrián's Tale From The Table, plus a little insight into future episodes...Adrián will be returning to run Beasts, so stay tuned, Halflings! Media Mentioned in This Episode Koboa (Coming Soon)https://www.kickstarter.com/projects/koboa/koboa-the-south-american-5e-setting Beasts https://latinerd.itch.io/beasts Links Mentioned in This Episode https://www.koboasetting.com https://koboa.backerkit.com Also - did you miss out on our first
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Ed Yardeni returns to Excess Returns to break down the evolving market landscape, why he moved the Magnificent 7 to underweight, and how AI, productivity, interest rates, global markets, and sector leadership will shape the next stage of the Roaring 2020s. Ed explains why the economy has remained so resilient, what could finally trigger a true market broadening, and how investors should think about everything from tech competition to inflation, private credit risks, and Fed policy heading into 2026.Main topics covered• Why Ed reduced the Magnificent 7 and tech from overweight to market weight• How extreme sector concentration affects portfolio construction• The escalating competition inside AI and large-cap tech• The AI CapEx boom and how it changes earnings, margins, and valuation• Valuation considerations for tech leaders at this stage of the cycle• Whether the Mag 7 should be compared to past tech bubbles• How AI adoption may spread to the broader economy and boost productivity• Economic impact of AI on jobs, wages, and long-term inflation• Why the US economy avoided recession despite persistent warnings• Rolling recessions vs traditional recessions and how they shape markets• Private credit risks and whether they pose a systemic threat• Prospects for small caps, mid caps, financials, industrials, and healthcare• Why 2026 may finally bring true market broadening• The outlook for international investing and emerging markets• Ed's S&P 500 roadmap to 7,700 next year and 10,000 by 2029• Fed policy, rate cuts, inflation, bond vigilantes, and political pressure• Key risks investors should monitor heading into 2026Timestamps00:00 Mag 7 concentration and the case for rebalancing03:00 How Ed builds probability-based market scenarios04:30 Why the Roaring 2020s thesis still holds06:00 The no-show recession and economic resilience07:00 Why he moved the Mag 7 and tech to market weight09:30 How every company is becoming a technology company12:20 Knowing when a successful thesis has run its course13:30 The dominance of the US market and global diversification15:00 Why market weight, not overweight, for tech and the Mag 716:00 Tech competition, AI leapfrogging, and margin pressure18:30 The CapEx boom and valuation questions21:00 Comparing today's tech leaders to the 2000 era23:00 How AI could lift productivity across the entire economy25:00 Putting AI in historical context27:00 How new technologies solve constraints like energy and compute29:00 AI's long-term impact on productivity and growth30:00 Labor market disruption and job transition dynamics31:20 Will AI be deflationary over time?32:30 Technology, China, automation, and global deflation forces33:00 Ed's forecast for the S&P 500 through 202935:00 Why recession indicators failed this cycle37:00 How liquidity facilities prevent credit crunches39:00 Private credit risks and transparency challenges40:45 The potential for market broadening in 202642:20 Takeaways from the latest Fed meeting44:00 Should the Fed be cutting rates?45:00 Fed independence under political pressure47:00 Why bond vigilantes may return in 202648:00 International investing opportunities and ETFs49:30 Closing thoughts and key risks ahead
In our one-hundred and eighty-second episode, Robbie and Ryan talk about:Emails! Send us one: goinggreypod@gmail.com He said/(S)he said: Some politicsSuck My D: Corporate Holiday CommercialsOh, That's Nice: Umberto, mamasita, and ThanksgivingWho Asked You?: To find that one thingWashed Up: Everyone is sickSports: some NFL talkEntertainment: Netflix buys WB and Stranger Things (we DO talk spoilers about s5)Check out "Let the Boys Watch" with cousin Benny! https://linktr.ee/lettheboyswatchFollow us on InstagramGoodnight Steve!
It's a Magnificent Monday as the crew reacts to a wild weekend in South Florida sports. The Miami Hurricanes shock their way into the College Football Playoff and Inter Miami brings home the MLS Cup, sparking both celebration and controversy. While Tobin and Brittney refuse to credit Leroy for “calling it,” he doubles down on his victory lap. The Dolphins keep stacking wins despite Tua's shaky performances, the Chiefs look vulnerable, and the crew debates whether the Jets' uniforms were, in fact, “poop colored.” Leroy hands out his Gameballs and Gamebums—plus a message for Notre Dame to stop crying. The tension ramps up as the group revisits Miami's CFP bid and shifts to the struggling Heat, who have dropped three straight amid reports of potential Ja Morant trade conversations. A full-blown squad quibble erupts when Brittney digs up old audio to challenge Tobin's Ja Morant takes, leading to accusations of flip-flopping and gaslighting. Things stay spicy through the fan-favorite Monday game “Alright! Oh No!” featuring praise for Carter Verhaeghe, more Notre Dame slander, and the crew turning on each other in classic chaotic fashion.
In today's episode Sam Mulliner steps in for Mark Carruthers are we look back on Saturday's win over Burnley. It finished 2-1 to Newcastle United but the performance was great. We take a look it why. Ready for some EXCLUSIVE Everything is Black and White Podcast deals? Of course you are! You can get up to 60% off your FPRO football skills mat by using our discount code EIBW20 at FPRO.com *** You can also get an exclusive discount on your NORD VPN by clicking her: https://nordvpn.com/toon There's no risk a 30-day money back guarantee! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Before you call out the speck in someone else humble yourself and deal with the log in your own eye. Seeing our own blind spots, and letting God do the heart-work in us first gives us clarity. It allows the delivery to truly come from a place of love and then we can work on getting the spec out of our neighbors.
Over the next couple of Sundays, as we lead up to Christmas, we are going to focus on the praise that happens surrounding the announcement and the arrival of the Messiah. This week, we will look at Mary's praise. Next week, we will look at Zechariah's. Then, on the 22nd, Dr. Brian Thomas will focus on the praise of the angels and shepherds in Luke 2. One of the most beautiful experiences that we can have in life is watching a young person who has been truly captivated by Jesus and the hope of the gospel. Mary, the mother of our Savior, is a young person who has been thrust into the living story of the saving plan of God for humanity. Mary will carry the Christ. What is beautiful is that Mary not only believes the message of the angel, but she explodes with delight in her God and Savior. Her trust in God far exceeds all the potential complications that this role might place on an engaged yet unmarried girl in her Jewish culture. She believes that her God is good; that her God is gracious; that her God is faithful. The message is called Mary's Magnificent God. If you want to read in advance, the passage is Luke 1:39-56. Let's come together and see that what thrills Mary should thrill us. What shapes Mary's obedient faith is what should shape our joy, our faith, and our hope as well. Looking forward to worshiping with you all. Next Steps: Visit us at waterbrooke.church/connect
Did you know there's MAGIC in your Meditation Practice? Say Goodbye to Anxiety and Hello to More Peace & More Prosperity! Here Are the 5 Secrets on How to Unleash Your Meditation Magic https://womensmeditationnetwork.com/5secrets Join Premium! Ready for an ad-free meditation experience? Join Premium now and get every episode from ALL of our podcasts completely ad-free now! Just a few clicks makes it easy for you to listen on your favorite podcast player. Become a PREMIUM member today by going to --> https://WomensMeditationNetwork.com/premium Cozy up in your safest space, Clear your mind of its chatter. Prepare to drift away to sleep, And let go of what doesn't matter. PAUSE… Focus instead on the beauty inside, On the splendor at your core. For you are as lovely as a flower, A bud in bloom forevermore. PAUSE… You may not see yourself that way, Perhaps you doubt yourself ever so often. But you are gorgeous, vibrant, and lush, Magnificent and uncommon. Join our Premium Sleep for Women Channel on Apple Podcasts and get ALL 5 of our Sleep podcasts completely ad-free! Join Premium now on Apple here --> https://bit.ly/sleepforwomen Join our Premium Meditation for Kids Channel on Apple Podcasts and get ALL 5 of our Kids podcasts completely ad-free! Join Premium now on Apple here → https://bit.ly/meditationforkidsapple Hey, I'm so glad you're taking the time to be with us today. My team and I are dedicated to making sure you have all the meditations you need throughout all the seasons of your life. If there's a meditation you desire, but can't find, email us at Katie Krimitsos to make a request. We'd love to create what you want! Namaste, Beautiful,
By Women's Ministry
A fast, funny Thanksgiving-weekend show where you and Tom unpack why a tiny handful of stocks drive the S&P's returns, revisit forgotten winners like Hormel and McDonald's, explain why “you can't pick them in advance,” and tie it all back to building global, diversified portfolios. Listener calls cover early-retirement withdrawals with 72(t), whether AVGV should replace AVGE, a Thanksgiving relative obsessed with dividends, and a listener being pitched a 1.24% Fidelity “wealth management” upsell. 0:06 Thanksgiving haze, Manhattans, overeating, and setting up the show 2:24 Magnificent 7 vs S&P 493 and how concentrated returns distort hindsight 4:49 1985's shock winners: Hormel, Lowe's (the other one), Franklin Resources 7:41 The 1980–1990 decade: Hormel and McDonald's huge runs and why none were predictable 8:10 Why you need small, value, and international beyond the S&P 500 10:58 Caller: retiring at 56, 72(t) rules, penalties, and whether IRA vs 401(k) location matters 14:28 Correction: SEPP applies only to the chosen account, not all pre-tax assets 16:36 Travel while you can: knees, age, lie-flat flights, and holiday banter 20:21 Caller: AVGE vs AVGV, value tilts, the overlap, and whether it's worth the swap 22:49 Why AVGV exists (and why advisors may not need it) 27:35 Thanksgiving email: dividend-obsessed relative critiques VXUS payouts 29:53 What dividends really mean—and don't—and why payout “stability” is useless 35:49 Voicemail: Fidelity wants 1.24% to “manage” half a 401(k); is it worth it? (No.) Learn more about your ad choices. Visit megaphone.fm/adchoices
This continued Part 2 conversation explores the nostalgic impact of mascots on consumer behavior, particularly focusing on fast food brands like McDonald's and Burger King. Kennedy Rizzo & Cooper Lee discuss how mascots influenced childhood memories and marketing strategies, as well as the evolution of advertising from character-driven campaigns to more human-centric approaches. They reflect on the emotional connections formed through these mascots and their lasting presence in popular culture. Let's caramel dive in!What famous throwback mascot will you remember baked into this Part 2 discussion?- McDonald's characters- The Monarch/ Burger King- Woodsey Owl - Smokey the Bear- The Vlasic Pickle Stork - If you like what we do in the way of caramelicious nostalgia, drop by and show us some support at Buy Me a Coffee dot com… (go to link below), we so appreciate you! Thanks a latte!!
The only people whose soul can truly magnify the Lord are people like Elizabeth and Mary. So, this Advent, imitate their lowliness and cheerful humility.
In this jam-packed episode, Peter and Jeff discuss 50-year mortgages, the Magnificent 7's recent pullback and low consumer sentiment before offering their tips of the month.Hosted by Creative Planning's Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
Genesis 5 isn't just a genealogy of Adam. It's a blueprint. It's a message. It's a reminder of God's faithfulness through every generation.
BestPodcastintheMetaverse.com Canary Cry News Talk #895 - 11.26.2025 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support Send address and shirt size updates to canarycrysupplydrop@gmail.com Join the Canary Cry Roundtable This Episode was Produced By: Executive Producers LX Protocol BARON of the Berrean Protocol*** Gingah*** Producers of TREASURE (CanaryCry.Support) Bruce W, Aaron B, 26 Trails, Caitlyn W, Rod, Bethany B, Aaron B, Mrs Tinfoilhatman, Veronica D, Sir Scott Knight of Truth, Sir Casey the Shield Knight Producers of TIME Timestampers: Jade Bouncerson, Morgan E Clankoniphius Links: JAM SEWER/PHARMAKEIA 8:51 Thanksgiving Fart Walk Mainstreaming of the "Cousin Walk" Note: Thanksgiving one of the only non-pagan holidays, instead a holiday of national Mythology AI 52:05 Clip: AOC talks about AI bubble Magnificent 493 Mag 7 vs 493 chart OpenAi needs 207M by 2030 to keep losing money DOE post about Genesis Mission (X) White house release of Genesis project EXECUTIVE PRODUCERS 1:40:06 TALENT/TIME END 1:54:30
This week! Candace the Magnificent, Liv Kennedy, and Jeremy Cobb ease into the holiday season as Jeremy explores the differences between UK and US celebrations. They look at the contrast in Halloween hype and how their childhoods shaped whether they did, or didn't, celebrate. Jeremy shares his complicated relationship with the holidays, reflecting on childhood boredom, babysitting, and feeling excluded, all of which shaped his adult ambivalence toward the season, not to mention the pressure the holidays can bring. The Halfings talk about the comfort of being welcomed into other people's traditions and how technology now makes it easier to connect with family or a chosen community. They also discuss the emotional walls we build around family to fit in or protect ourselves during the holidays. The Halflings end this episode with the important discussion of racism and sexism in sport, noting that this topic deserves an entire episode of its own due to the importance. Also - did you miss out on our first
Rough Week – does not phase bulls! Bitcoin – Bottoming? Let’s take a look at Walmart and Target again Homeowners! Mortgage Reform? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Short Week - Markets closed on Thursday and short Friday (1pm) - Can't have a down week for TDAY! - Too much table talk - Recession News - Let's take a look at Walmart and Target again - Homeowners! Mortgage Reform? Markets - Rough Week - does not phase bulls! - Bitcoin - Bottoming? - NVDA - China Bound? - NASDAQ Weighting Inflation - Still Up There - They are now pressing for a cut in December (How are we handicapping this?) - All of a sudden the parade of Fed speakers - all seem a bit more dovish. Meanwhile - President Donald Trump on Friday rolled back tariffs on more than 200 food products, including such staples as coffee, beef, bananas and orange juice, in the face of growing angst among American consumers about the high cost of groceries. - oranges, acai berries and paprika to cocoa, chemicals used in food production, fertilizers and even communion wafers. Quantum Stocks GOOD NEWS! - NO Recession risk! - Bessent says inflation due to services economy, not tariffs - Treasury secretary says Republicans should end filibuster in event of another shutdown - Bessent says administration working to lower prices where it can - Banking and insurance, Software development and cloud services, Tourism, Restaurants and hospitality , Professional services (law, accounting, consulting) Rigging it - NEC Director Kevin Hassett emerges as frontrunner for Fed Chair as President Trump nears decision, according to Bloomberg Weird News - Buried in the NVDA earnings report - Remember back in September, the two companies announced a massive partnership that would include a $100 billion investment over time by Nvidia into OpenAI. - Nvidia said in its quarterly financial filing that there's no guarantee that the company will finalize an agreement with OpenAI. - Soooooo - is this all hot air???? More NVDA - Here we go. Another reversal - President Donald Trump will make a final decision on whether to allow Nvidia Corp. to sell advanced artificial intelligence chips to China. - The decision involves weighing the promotion of economic expansion against protecting national security, according to US Commerce Secretary Howard Lutnick. ------ Read that again - money versus national security - Allowing the sales would mark a significant easing of restrictions imposed in 2022 to prevent Beijing and its military from accessing the most powerful US technologies. Chip in question: H200 - Had some discussions about this - might as well as they will just get it on their own and this way we can control. (On the other hand, they have a long history of outsmarting us) EVEN MORE - NVIDIA issues memo to CNBC: The company said "We are not aware of any claims that NVDA has improperly capitalized operating expenses. Several commentators allege that customers have overstated earnings by extending GPU depreciation schedules beyond economic useful life" | - The tip of the Iceberg - this is what Michael Burry has been pressing..... HPQ Earnings - HP Inc. beats by $0.01, reports revs in-line; guides Q1 EPS in-line; guides FY26 EPS below consensus; increases dividend; announces company-wide initiative, includes job cuts - Stock down 6% Amazon - The Spend keeps going... - Amazon.com Inc. says it will spend as much as $50 billion expanding its capacity to provide artificial intelligence and high-performance computing services to US government entities. - Amazon Web Services plans to break ground next year on what will ultimately be 1.3 gigawatts of additional capacity across data centers designed for federal agencies, the company said in a blog post on Monday. Google/Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL.O), further reduced its stake in Apple - Google on a ramp since - new Gemini and... - Meta Platforms Inc. is in talks to spend billions on Google's AI chips, adding to a months long share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology. - Meta is in discussions to use the Google chips — known as tensor processing units, or TPUs — in data centers in 2027, and may rent chips from Google's cloud division next year. - Really smart people at Berkshire? What did they know? NASDAQ 100 - Uninvestable? - Top 10 stocks are over 70% weighting - SP500 top 10 stocks = 38% - This is not a diversified approach any longer - Coming up on next week's TDI Podcast - Howard Silverblatt - S&P Dow Jones - Keeper of the data Something They Don't Want You To Know - “Magnificent 7” Companies Reported Lowest Earnings Growth Since Q1 2023 - With NVIDIA reporting actual results for Q3 on November 19, all the companies in the “Magnificent 7” have now reported earnings for the third quarter. - “Magnificent 7” companies reported actual earnings growth of 18.4% for the third quarter. This earnings growth rate is below the average earnings growth rate of 28.8% for these seven companies over the previous four quarters. Novo Nordisk - Pummeled - Shares of Novo Nordisk on Monday fell to a four-year low after the Danish pharmaceutical company said a highly anticipated trial for Alzheimer's disease failed to meet its main goal. - The trial tested whether semaglutide — the active ingredient in Novo's blockbuster diabetes and weight loss drugs Ozempic and Wegovy — helped slow progression for Alzheimer's disease. -While treatment with semaglutide resulted in improvement of Alzheimer's disease-related biomarkers in two separate trials, this did not translate into a delay of disease progression, Novo said in a statement Monday. The goal had been to slow patients' cognitive decline by at least 20%. - Reminiscent of Pfizer - after Covid shot had noting left... Bitcoin - Live by the sword.... - iShares Bitcoin Trust had $2.2 billion in net outflows in November, according to WSJ - Big month of losses for crypto - not too much mention and support by Whitehouse - Selling started - coincidentally with the pardon of Changpeng Zhao, the convicted founder of the Binance Remember DOGE - DOGE disbanded eight months ahead of scheduled end in July 2026 - Former DOGE employees take new roles in administration - Elon Musk initially led DOGE, promoting its work on social media - bagged out when stock tanked - DOGE claimed to have slashed tens of billions of dollars in expenditures, but it was impossible for outside financial experts to verify that because the unit did not provide detailed public accounting of its work. Walmart - Walmart raised its sales and earnings outlook last week as the retailer posted revenue gains in its fiscal third quarter, driven by double-digit e-commerce growth and new customers across incomes. - The retailer said it expects full-year net sales to climb between 4.8% and 5.1%, up from its previous expectations of 3.75% to 4.75%. - It said it expects its adjusted earnings per share to range from $2.58 to $2.63, a slight raise from its prior range of $2.52 to $2.62. - Stock went vertical ---- - Much different story than Target - WMT up 16% YTD - TGT down 37% Beef Prices - Not Going Down - Tyson Foods stock rallying on Monday following the company's official confirmation that it will shutter its Lexington, Nebraska, beef facility, a strategic move that validates earlier reporting by The Wall Street Journal. - The decision comes as the meat and poultry giant grapples with historically low U.S. cattle inventories, which have severely compressed margins and led to a reported $426 mln adjusted operating loss for its beef segment in FY25.| - Seems that investors like this decisive cost-cutting measure, viewing the capacity reduction as a necessary step toward restoring profitability in a challenging commodity environment. Japan - Japanese Prime Minister Sanae Takaichi's cabinet approved a 21.3 trillion yen ($135.40 billion) economic stimulus package last Friday, marking the first major policy initiative under the new leader, who has pledged to pursue expansionary fiscal measures. - The package includes general account outlays of 17.7 trillion yen, far exceeding the previous year's 13.9 trillion yen and representing the largest stimulus since the COVID pandemic. It will also include 2.7 trillion yen in tax cuts. - Problem is that the Yen is sliding and intervention is imminent - Inflation issue and they will make it worse with this stimulus Larry Summers? - Epstein Files - IS there any There , There? Talk about a 50 Year Mortgage? - Such a bad idea - and these boneheads think it is smart - 30-Year Mortgage Monthly Payment: $1,610.46 Total Payment: $579,767.35 Total Interest Paid: $279,767.35 - 50-Year Mortgage Monthly Payment: $1,362.42 Total Payment: $817,449.78 Total Interest Paid: $517,449.78 Thanksgiving Costs 2025 National Average (American Farm Bureau Survey) - 2025: $55.18 for a classic dinner for 10 people (about $5.52 per person) - 2024: $58.08 for the same meal - Change: Down 5% year-over-year This is the third consecutive annual decline since the record high of $64.05 in 2022. Key Drivers Turkey prices dropped sharply: A 16-pound frozen turkey averages $21.50, down 16% from 2024. Sides are mixed: Dinner rolls and stuffing are cheaper (down 14.6% and 9%). Sweet potatoes and veggie trays are much higher (up 37% and 61%). Regional Differences South: $50.01 (most affordable) West: $61.75 (most expensive) Classic Meal for 10 ($55???????) 16-pound turkey (frozen, whole) Stuffing mix (14 ounces) Sweet potatoes (3 pounds) Rolls (12-count package) Peas (1 pound) Cranberries (12 ounces) Carrots and celery (for a veggie tray) Pumpkin pie mix (30 ounces) Pie shells (two, 9-inch) Whipping cream (half pint) Milk (1 gallon) - Love the Show? Then how about a Donation? THE CTP FOR: iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
In this episode, Scott Becker breaks down the year to date performance of the Magnificent 7.
In this episode, Scott Becker breaks down a sharp market pullback driven by disappointing reactions to strong Nvidia earnings, weakening momentum among the Magnificent 7, and more.
Mary, the mother of Jesus, was a sinner in need of a Savior. She said so herself. And by God's grace, she was a woman of great faith. Today, R.C. Sproul observes how Mary's heart adored the God of her salvation. Get lifetime digital access to R.C. Sproul's teaching series Mary for your donation of any amount: https://gift.renewingyourmind.org/4403/offer Live outside the U.S. and Canada? You can still request this digital teaching series with your donation: https://www.renewingyourmind.org/global Meet Today's Teacher: R.C. Sproul (1939–2017) was founder of Ligonier Ministries, first minister of preaching and teaching at Saint Andrew's Chapel, first president of Reformation Bible College, and executive editor of Tabletalk magazine. Meet the Host: Nathan W. Bingham is vice president of media for Ligonier Ministries, executive producer and host of Renewing Your Mind, and host of the Ask Ligonier podcast. Renewing Your Mind is a donor-supported outreach of Ligonier Ministries. Explore all of our podcasts: https://www.ligonier.org/podcasts