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Episode 437 of Airey Bros Radio is now LIVE on all podcast platforms — originally streamed on ABR YouTube on Feb 3, 2026.We're joined by Jim Giunta, Founder / President & Chairman of the National Collegiate Wrestling Association (NCWA) — the governing body that's helped create college wrestling opportunity for thousands of athletes across the U.S., Canada, and beyond.In this conversation, Jim breaks down what the NCWA is (and isn't), why we should call them teams/programs — not “club teams,” and how wrestlers can start a program at their school the right way (hint: it starts with students, not coaches walking into the AD's office).We also get into NCWA Nationals (massive brackets + big-show atmosphere), transition teams (schools moving divisions who compete through the NCWA), the rise of women's collegiate wrestling (folkstyle + freestyle), and Jim's newest project — the National Collegiate Grappling Association (NCGA/NCGAA) with rules designed to reward real takedowns and action.Powered by Black Sheep Endurance Coaching / ☕ Value-for-value: BuyMeACoffee.com/AireyBrosTime-Stamped Show Notes (Episode 437)0:00 ABR mission: spotlighting opportunities beyond the “Power 4”0:40 Show open + intro: Jim Giunta joins (NCWA Founder/President)1:58 Jim's background + NCWA growth overview (teams, athletes, alumni)3:05 Why the NCWA matters: real opportunity for wrestlers who aren't D1 roster locks3:55 Jim's origin story: Pennsylvania to Texas A&M — “we ain't got no wrestling here”5:58 Starting wrestling in Texas: early club roots + building infrastructure6:39 Why Jim founded the NCWA (late 90s) and how it started with 13 teams8:34 Teams/programs vs “club wrestling” — why language matters9:09 The Apprentice School example + athletic-department funded programs10:02 NCWA as a wrestling-only governing body (not distracted by other sports)11:20 NCWA “D1 vs D2” structure + what “emerging programs” means12:24 “Orphan alumni” and rebuilding programs at schools that dropped wrestling14:04 Want wrestling at your school? How to start a program from scratch15:21 Biggest mistake: coaches pitching the AD first (why that door slams fast)16:06 The blueprint: student-led club → recognition → funding → coach → growth18:23 Why NCWA requires non-student coaches (program stability + continuity)19:24 Developing the next generation of coaches through NCWA pathways20:04 Transition teams: how NCWA helps schools moving divisions compete + recruit21:29 Myth-busting: transition teams don't automatically dominate22:10 Examples + how transition teams elevate the overall wrestling ecosystem24:07 Women's wrestling: NCWA's early push + why “a league of their own” matters27:12 Women's folkstyle + freestyle: why both matter and how NCWA supports both28:25 Launching collegiate grappling (NCGA/NCGAA): goals + vision29:34 New rules: no guard-pulling freebies, push-out emphasis, more action31:00 Grappling culture vs wrestling culture + building a more competitive format32:32 NCGA season timing (spring) + future crossover with wrestling athletes33:35 Wrestlers in MMA: Tony Ferguson + more examples of wrestling translating34:33 Marine biology to education to business: how Jim learned to build organizations36:27 NCWA Nationals: 65-man brackets, big-show production, men + women together37:46 Nationals scale: mats, qualifiers, and what it feels like in the arena39:26 Invitation: ABR broadcasting live from NCWA Nationals40:47 2026 Nationals location: Shreveport/Bossier City, Louisiana (details + perks)42:02 Conferences across the country + how qualification works43:36 State representation goals + travel/money realities for newer programs44:46 D1/NAIA programs running second rosters in NCWA + the “walk-on” evolution47:03 The Ohio State example + why the rule changed49:46 “What else should the audience know?” — how to contact Jim + parent insight52:04 Magic-wand vision: alumni support, scholarships, keeping programs alive54:08 Fun finish: coffee habits, routines, reading, travel, guilty pleasures1:02:28 Closing: gratitude + where to follow (ncwa.net + NCWA socials)
Send a textIf you've ever walked along a shoreline, spotted trash, and thought, “How did this get here, and what can I do about it?” -- this conversation is for you. Ashley Sullivan, Executive Director of the Rozalia Project for a Clean Ocean, joins me to unpack the very real problem of marine debris and microplastics, and to remind us that curiosity, community, and “lots of littles” can add up to big change.We explore how getting kids and adults outside for hands-on cleanups builds empathy and sparks those powerful “aha” moments that lead to action. Ashley explains what microplastics and microfibers actually are, how they move from our homes into rivers, lakes, and the ocean, and why they're now being found in wildlife, soils, air, and even our own bodies. You'll also learn what it's like to live and learn aboard a 60-foot research sailboat in the Gulf of Maine.Ashley shares her winding career path from a childhood spent sailing in Florida to place-based environmental education and leading a marine conservation nonprofit. This episode is a rich resource for educators, caregivers, and young people imagining future STEM/STEAM and conservation careers, plus it serves up practical ideas and a generous dose of hope.Chapters 00:48 – Meet Ashley and the Rozalia Project02:30 – Marine debris 101: Where all this trash comes from02:54 – Starting with wonder: cleanups, empathy, and “aha” moments03:56 – Microplastics and microfibers made simple09:49 – The CORA Ball12:04 – American Promise: life and learning on a research sailboat18:25 – “Humans caused it, humans can fix it”22:06 – Place-based learning, philosophy, and the sea30:09 – Climate, storms, and why inland trash still reaches the ocean33:29 – What gives Ashley hopeIf this episode sparked curiosity, here are some next steps to take with your learners, families, or teams.Follow the Rozalia Project.Support the showShare this episode If this conversation sparked wonder, gave you a helpful strategy, or offered a needed reminder of hope, please share it with a friend or colleague. Subscribe • Download • Review • Tell a friend Stay updated with our latest episodes and follow us on Instagram, LinkedIn, and the Adventures in Learning website. Don't forget to subscribe on Apple Podcasts, Spotify, or wherever you get your podcasts! *Disclosure: I am a Bookshop.org. affiliate.
This episode was sponsored by Cardiff & The DPC Launch LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ This Dropping Bombs episode features former Marine turned functional medicine PA Courtney Contreras, who's fixing America's broken healthcare system one patient at a time. Courtney exposes why traditional healthcare is failing providers and patients—and reveals her Direct Primary Care (DPC) model disrupting the entire industry. Courtney breaks down functional medicine, hormone optimization secrets doctors miss, and why entrepreneurs without medical licenses can launch multimillion-dollar DPC clinics. Hear how text-access healthcare beats emergency room chaos, the estrogen black box warning scandal, and actionable steps to escape provider burnout or start your own practice. Whether you're an entrepreneur ready to disrupt a broken industry or a high-performer who refuses to settle for mediocre care, this conversation delivers the healthcare freedom everyone deserves.
Send a textPeaches runs a solo Daily Drop Ops Brief and this one's got everything: an Army Futures and Concepts Command elevation, a retired colonel sentenced for sharing classified war plans with a honeypot, and a battalion leader getting four years for secretly recording guests. The Navy manages to collide two ships in the Caribbean, debates doubling ship procurement, and asks for historic funding levels—while the Pentagon eyes a $1.6 trillion defense budget increase. A Marine is declared lost at sea, the Marine Corps passes another clean audit, and an Afghan adoption case survives court. The Air Force wrestles with healthcare access and collaborative combat aircraft software, Space Force pushes quality-of-life fixes, the Coast Guard uses an anti-drone laser near El Paso, and SECDEF skips a NATO meeting while POTUS leans on military leaders for diplomacy. No conspiracy. Just context.⏱️ Timestamps: 00:00 Intro and sponsor plug 01:10 Army Futures & Concepts Command elevation 02:45 Retired colonel sentenced in honeypot case 04:10 Battalion leader sentenced for secret recordings 05:15 Two Navy ships collide in Caribbean 06:30 Potential increase in ship procurement 07:00 Historic funding push and budget debate 09:30 Marine declared lost at sea 10:10 Marine Corps clean financial audit 11:00 Afghan adoption ruling upheld 12:00 OTS Alabama plug 13:00 Air Force healthcare access complaints 14:20 Collaborative Combat Aircraft advancement 15:20 Coast Guard anti-drone laser use 16:00 SECDEF skips NATO meeting 16:45 POTUS using military leaders in diplomacy 17:30 Syria base handover 18:00 Ongoing counter-narcotics strikes 18:30 Wrap-up
Send a textWhat does it look like for a father to intentionally shape the identity of his sons?In this powerful conversation, Pete Alwinson and Jayson Quiñones sit down with Peter Hamilton, Marine veteran, real estate professional, husband, father of three sons, and grandfather, to explore biblical fatherhood and the lifelong calling of a dad. Peter shares how his Jamaican immigrant parents modeled hard work and faith, how his mother led him to Christ at nine years old, and how his father broke generational cycles by choosing presence over victimhood.The heart of this episode centers on a bold and practical idea every dad can apply. Peter gave each of his sons a defining word over their lives: greatness, excellence, and leadership. He explains why identity must be bestowed by a father, not earned, and how speaking life into your children creates an anchor for their future. The conversation also tackles parenting adult children, transitioning from authority to friendship, loving unconditionally, and maintaining family unity across states and generations.If you are a father, grandfather, or future dad, this episode will challenge you to step into your God given authority, speak blessing over your children, and lead your family with clarity and conviction.
Before he ever wore the uniform, Rolan Smith lived a life of chaos, brotherhood, and near-death experiences that most people wouldn't survive. In this Urban Valor episode, Rolan shares what really led him to enlist in the United States Marine Corps — and how an 85 MPH crash in the middle of the desert nearly ended that path before it began.Raised in Amarillo, Texas, Rolan was the definition of a wild kid. Sports, trouble, loyalty — and a brotherhood with his best friend Price that would take them from Friday night lights to fire teams. This is the story of what happens before the war… when life itself is already throwing punches.
Send a textWho are you when the plan ends?Marine veteran William Philyaw IV shares his journey from overseas embassy security duty to navigating an unexpected injury that forced him to surrender a 20-year vision.Through faith, family, and intentional relationships, William rebuilt his identity and discovered a new mission serving veterans in Virginia.This episode explores transition, purpose, and the quiet courage it takes to start again.Stay unarmored, stay authentic, and stay mentally fit.God bless you all.Chapters:0:00 – Introduction: When the 20-Year Plan Ends 3:14 – Overseas Security and Leadership Growth 6:39 – Injury and Career Uncertainty 9:05 – Turning to Faith for Direction 12:40 – Family Changes and Tough Decisions 15:55 – Networking Breakthrough and New Career Role 19:30 – Rebuilding Identity Through Relationships (adjust if needed) 22:00 – Final Thoughts: Small Faithful Steps 23:30 – Outro: Your Next Step Support the show Become a Member Today! https://www.youtube.com/channel/UC_M2Kfxb2hN1uHdlDKGtuQw/join Watch on YouTube: https://www.youtube.com/playlist?list=PL6pF-fF29KO1rqQsabaxHHO1nQQtn5lhd Still Serving, Inc.: www.stillservinginc.com Email: mario@stillservinginc.com
Anthony Madonia is the owner of Brave Enough CrossFit, host of Battle of the Brave CrossFit competition, former Marine and a highly successful Tactical Games athlete.In this episode Anthony gives us insight on why Brave Enough moved locations, why they are no longer hosting the Battle of the Brave event, his predictions for the upcoming CrossFit Games and his future plans in competing in the Tactical Games
Thank you for listening! Please support here https://ko-fi.com/forteannewspodcast Get your tees! https://fortean-news-podcast.teemill.com/ This show features the following: Is this me on an episode of Question Buggers? https://open.spotify.com/episode/2tDjYZr42LqgH9T3JXoa9A?si=19e9d9b6fc1a460d A hospital has to bring in an exorcist to get rid of the ghost of a girl in a red dress Is Protocol 19 real? Two cases of poltergeists in Battersea A group of Marine corp flee a 7ft Bigfoot in a tree New study suggests our universe is in a giant sheet of dark matter Are there aliens at Porton Down military base or just potholes and bad traffic Does an abandoned house in Illinois flash for SOS? Will the pope bring us into a new age of science and disclosure on the hidden knowledge they have about UFO's? 30 years on since three girls saw a red eyed alien and medical staff said they treated it, in Varginha in Brazil The church has to train more people to carry out exorcisms due to a rise in demand More investigation into the Keighly Mill Poltergeist https://open.spotify.com/show/5nF7KHre9WjtboZJxCnLVU?si=b50897c7f0f04444 Did having metal band Ghost play curse Orlando Magic? Football teams and their curses Coyote travels to Alcatraz Island The strange and unusual use of human consciousness Are aliens mutilating cattle to biological drones Avi Loeb thinks we can test for the existence of a human soul, Were disabled people revered in ancient times? Archeologist argues the pyramids were built by aliens. New ideas on consciousness The truth about seemingly suicidal penguins Is there more too the JFK assassination? The UK treasury needs to prepare for first contact with aliens The Soviet Union were researching the UFO/UAP phenomena according to George Knapp The USA government is in a cover up about a programme where they shot down UFO's to retrieve their technology and article alleges The magic mushroom that puts your brain in a ‘looper' state The poltergeist at York Dungeon
A few days after agreeing to come on the podcast to tell his story, Marine sniper Phillip passed away in a tragic car accident.He was excited. He wanted the truth told.So today, his father Alan Williams and fellow Marine Ian Jennings sit down to tell it.From Ramadi, Iraq (2004–2005), to the loss of brothers Barlow and Hubbard, to frustration with leadership, to the weight veterans carry long after coming home, this is a raw, unfiltered conversation about combat, loyalty, survivor's guilt, and what happens when the war follows you home.They discuss:Becoming sniper partners in RamadiThe day that changed everythingThe deaths of fellow MarinesThe burden of leadership decisionsSurvivor's guilt and PTSDThe VA system and “suffering in silence”Why Phil wanted this story toldIf you're a veteran struggling, you are not alone. Don't keep it bottled up.Share this episode with someone who needs to hear it.
Clare's Minister of State claims it's "too early to suggest" what kind of supports will be introduced to prevent further job losses in coastal communities. The first meeting of a taskforce established to respond to the loss of one third of Ireland's fishing quota this year has been held this week. The reduction is expected to cost the fishing industry €105 million, potentially impacting 2,300 jobs. Tulla-based Fianna Fáil Minister of State with responsibility for Fisheries and the Marine, Timmy Dooley, says fishing representative groups must be front and centre of talks.
Een jaar geleden gaf bijna niemand nog iets om Emmanuel Macron. Massaal zoemden de geruchten dat hij vervroegd zou moeten aftreden. En nu staat hij weer helemaal overeind en neemt de Veiligheidsconferentie in München op sleeptouw met zijn gedurfde en concrete ambitie voor een onafhankelijk en geopolitiek volwassen Europa. Het kabinet-Jetten kan daar in zijn regeringsverklaring niet omheen. Jaap Jansen en PG Kroeger schetsen het adembenemende parcours van Macron van zijn diepste nederlaag in juni 2024 via een reeks onverwachte experimenten en successen, onverwachte meevallers en toeslaan op het juiste moment naar een renaissance die niemand voor mogelijk hield. Wat belooft zijn laatste jaar als president? Wie volgt hem op? *** Deze aflevering is mede mogelijk gemaakt met donaties van luisteraars die we hiervoor hartelijk danken. Word ook vriend van de show! Heb je belangstelling om in onze podcast te adverteren of ons te sponsoren? Zend ons een mailtje en wij zoeken contact. *** De eerste gok na de verpletterende nederlaag bij de Europese verkiezingen van 2024 was de ontbinding van de Assemblée Nationale en vervroegde parlementsverkiezingen. "Suïcidale!" riepen de commentatoren. Een diep verdeelde Kamer en een wankele middencoalitie à la Rob Jetten was het resultaat. Macron experimenteerde daarin met oude rotten als premier - Michel Barnier, François Bayrou - en met begrotingsvoorstellen die uiteindelijk als compromis nog aangenomen werden ook. Zijn laatste troefkaart - de nieuwe premier Sébastien Lecornu – wist links te splijten en kon de extreme flanken vernederen. Intussen profiteerde Macrons reputatie van een reeks meevallers. De Olympiade in Parijs gaf de gramstorige Fransen ineens onverwacht veel goede zin. De her-inwijding van de Notre Dame was een wereldwijd bewonderd feest dat bewees dat Macron had woord gehouden met zijn belofte de iconische kathedraal te redden en in nieuwe glorie te herstellen. De herverkiezing van Donald Trump maakte hem als anti-Angelsaksische Europese Gaullist weer buitengewoon relevant. Macron is een Baron von Munchhausen die zich aan zijn eigen haren het moeras uit trok. Zijn optreden in München onderstreepte een unieke rol dankzij zijn voorstel - afgestemd met Friedrich Merz - de omvorming van de nucleaire Force de Frappe tot een Europese kernmacht op korte termijn voor te leggen ‘aan enkele andere Europese leiders’. Zijn focus op geopolitiek en Europa bevrijdt hem van bemoeienis met de binnenlandse strijd in zijn laatste jaar in het Élysée. Want iedereen is nu bezig met de vraag 'wie en wat straks?’. Allereerst de achterban van Marine le Pen. Zij staren in een afgrond. Verdedigen zij haar corruptie te lang, dan zijn zij finaal besmet. Dumpen ze haar plotsklaps, dan is burgeroorlog op radicaalrechts onvermijdelijk. Kroonprins Jordan Bardella zit klem en zwabbert. De linkerzijde is verdeeld. Via 'primaries' wil men elan en publiciteit verwerven. Zou de succesvolle Europees lijsttrekker Raphaël Glucksmann die wedstrijd opnieuw weten te winnen? Scheidt radicaal-links onder Jean-Luc Mélenchon zich dan weer af? Macrons beweging is versplinterd en krijgt voornamelijk nog steun van de burgerij van 60 jaar en ouder. Eén kandidaat uit die kring staat niettemin klaar en fier overeind. Oud-premier Edouard Philippe wil graag, maar zal de Rob Jetten der Fransen hem de loef afsnijden? Gabriel Attal is jong genoeg om nu nog te verliezen, maar zijn eerzucht is niet gering. Klassiek, fatsoenlijk rechts ziet kansen bij al deze verdeeldheid. Ruraal, katholiek, bourgeois-suburb en conservatief Frankrijk kan les Républicains weer laten winnen, zoals met Charles de Gaulle, Jacques Chirac en Nicolas Sarkozy bewezen werd. Hun nieuwe partijchef, de 65-jarige Bruno Retailleau, heeft zich formeel gekandideerd. Zijn law & order en behoudend katholieke profiel past bij zijn partij, maar zijn euroscepsis en weinig charismatisch optreden roepen weinig weerklank op. Zou hij in de peilingen blijven steken en afbladderen, dan kon wel eens een veel jongere, even conservatief-katholieke, maar veel dynamischer kandidaat à la Attal zich kunnen presenteren. François-Xavier Bellamy heeft veel ervaring in Europa, is een welbespraakt filosoof. Hij kan Bardella verbaal aan en Glucksmann intellectueel in de ogen kijken. Komt er na Macron een nieuwe jonge generatie aan het roer? *** Verder luisteren Macron en zijn politiek 492 – Macrons Europese atoombom https://art19.com/shows/betrouwbare-bronnen/episodes/74f5b1d5-4824-482a-a504-704904c8b021 419 - Europa kán sterven - Emmanuel Macrons visie op onze toekomst https://art19.com/shows/betrouwbare-bronnen/episodes/329dfa50-7d58-4642-b29f-febc346d5a3f 284 - Quatorze Juillet: komt onder Macron een einde aan De Gaulles Vijfde Republiek? https://art19.com/shows/betrouwbare-bronnen/episodes/5b8ac743-7ba2-44a8-b9b9-55356d361817 Macron herleeft 505 - Donald Trump, een ramp voor Bardella en radicaal-rechts in Europa https://art19.com/shows/betrouwbare-bronnen/episodes/f0fb8fa8-3cae-401c-8d71-ab5ef4db7f23 484 - Hoe Trump de Europeanen in elkaars armen drijft https://art19.com/shows/betrouwbare-bronnen/episodes/c725d191-aa05-46ff-946f-de0d951a94ab 427 - Europa wordt een grootmacht en daar moeten we het over hebben https://art19.com/shows/betrouwbare-bronnen/episodes/84273d61-0203-4764-b876-79a25695bed1 Franse politiek 534 - Nicolas Sarkozy en andere presidenten waar een luchtje aan zit https://omny.fm/shows/betrouwbare-bronnen/534-franse-schandalen-nicolas-sarkozy-en-andere-presidenten-waar-een-luchtje-aan-kleeft 339 – De geopolitiek van de 19e eeuw is terug. De eeuw van Bismarck https://art19.com/shows/betrouwbare-bronnen/episodes/375b5051-04c8-4181-b31e-56436dfda193 124 - Jacques Delors https://art19.com/shows/betrouwbare-bronnen/episodes/76440368-b14d-4e31-8f95-fe5c9ee88830 35 - Charles De Gaulle https://art19.com/shows/betrouwbare-bronnen/episodes/533c3469-6307-4bd8-94fe-5887c342860b 28 - De relatie Nederland-Frankrijk https://art19.com/shows/betrouwbare-bronnen/episodes/82efc404-4f59-4446-9a04-07c0fd012ed3 *** Tijdlijn 00:00:00 – Deel 1 00:28:40 – Deel 2 00:53:20 – Deel 3 01:22:46 – EindeSee omnystudio.com/listener for privacy information.
Nous avons accompagné un groupe d'élèves de terminales STAV au sein du lycée agricole Armand David à Hasparren qui ont visité le Parc du Maharin à Anglet. Ce site propose un grand espace naturel aménagé autour du ruisseau qui porte son nom. Dans ce reportage, nous vous proposons d'écouter Marine, animatrice de l'EHPAD du Maharin … Jatorria / source : Radiokultura
Bruce Cardenas went from Marine and LAPD officer to running a high-level security company protecting celebrities — and then helped build Quest into a billion-dollar brand before helping scale Legendary Foods to the next level.Follow Bruce on IG: @bruceecardenasSpecial perks for our listeners below!
Did you know your military pension is worth over $1 million? Most service members approaching retirement don't realize they're already work optional - and that changes everything about the decisions you should be making right now. In this episode, retired Marine and CFP Omen Quelvog reveals why the highest-paid contractor job might be the worst choice for your future, how to discover what you're actually curious about (not just good at), and why you need to attend TAP twice. Plus: the new TSP Roth conversion opportunity that could save you hundreds of thousands in taxes. Key Topics Covered Transition Planning Financial Strategy TSP Roth Conversions Career & Lifestyle Finding Financial Help Resources & Links Military Financial Advisors Association (MFAA) - Fee-only CFPs with military background https://militaryfinancialadvisors.org/ Fee-Only Network - Directory of fee-only advisors https://www.feeonlynetwork.com/ Nectarine - Book CFP consultations https://www.hellonectarine.com/ TSP Roth Conversion Calculator https://www.tsp.gov/ Connect with Omen: Fororer Wealth Management - Omen's fee-only financial planning practice https://4myndr.com/ The Fiscal Foxhole Podcast - Omen Quelvog & Rob Moore https://fiscalfoxhole.com/ Spencer and Jamie offer one-on-one Military Money Mentor sessions. Get your personal military money and personal finance questions answered in a confidential coaching call. militarymoneymanual.com/mentor Over 20,000 military servicemembers and military spouses have graduated from the 100% free course available at militarymoneymanual.com/umc3 In the Ultimate Military Credit Cards Course, you can learn how to apply for the most premium credit cards and get special military protections, such as waived annual fees, on elite cards like The Platinum Card® from American Express and the Chase Sapphire Reserve® Card. https://militarymoneymanual.com/amex-platinum-military/ https://militarymoneymanual.com/chase-sapphire-reserve-military/ Learn how active duty military, military spouses, and Guard and Reserves on 30+ day active orders can get your annual fees waived on premium credit cards in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3 If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. Want to be confident with your TSP investing? Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE! If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual.
Parenting isn't about control — it's about leadership. And for single parents carrying the weight of structure, discipline, and emotional stability alone, that distinction matters more than ever.In this episode of Single Parent Success Stories, Irina Shehovsov sits down with Marine officer, author, and leadership expert OlaOlu Ogunyemi to explore how military leadership principles can transform the way we parent — without yelling, shaming, or power struggles.OlaOlu shares how discipline and emotional intelligence can coexist, why authority doesn't require intimidation, and how parents can lead their families with strength and compassion at the same time. Together, they unpack the difference between bossing and leading, how structure creates safety for children, and why calm consistency is more powerful than reactive control.This episode is especially for single parents who:• Feel exhausted from repeating themselves• Struggle with yelling or emotional outbursts• Want to raise resilient, confident children• Crave structure without becoming rigid• Are navigating parenting after divorce or separationIn this conversation, you'll learn:• Why yelling weakens leadership (even when it “works”)• How to discipline without fear-based tactics• The connection between emotional regulation and authority• How military leadership translates to family life• Practical ways to create respect without power struggles• Why leadership begins with modeling emotional controlIf you've ever wondered whether you can be both strong and soft, structured and compassionate — this episode offers a new lens.You don't have to parent from survival mode. You can lead your family with clarity, calm, and confidence.
A great white shark in the Gulf? One recently showed up near the Chandeleur Islands. We'll talk with Sean Powers, Director of the Stokes School of Marine and Environmental Sciences at the University of South Alabama, about how often they show up around here and what types of sharks we usually see in the Gulf.
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares were little moved in a shortened session today as investors looked ahead to the Chinese New Year holiday. The Straits Times Index was down 0.04% at 4,935.69 points at 11.37am Singapore time, with a value turnover of S$733.14M seen in the broader market. In terms of companies to watch, we have Marco Polo Marine, after the integrated marine logistics company today posted revenue of S$32.8 million for its first quarter ended Dec 31, up 27 per cent from S$25.8 million in the same period a year earlier. Elsewhere, from how Singapore’s key exports expanded by a slower-than-expected 9.3 per cent year on year in January, to how shares of Chinese jeweller Laopu Gold and miner CMOC Group rallied in Hong Kong, more economic and international headlines remain in focus. Also on deck, how Alibaba Group Holding led a Chinese tech-share sell-off after the Pentagon added some of the country’s biggest names to a list of companies aiding the military, only to withdraw that roster minutes later without explanation. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.
durée : 00:54:56 - Questions politiques - Jean-Philippe Tanguy, député Rassemblement national de la Somme est l'invité de Questions politiques ce dimanche. Il évoque la mort de Quentin, militant identitaire tué à Lyon en fin de semaine, mais aussi la toute récente candidature à la présidentielle du patron des Républicains Bruno Retailleau. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.
durée : 00:54:56 - Questions politiques - Jean-Philippe Tanguy, député Rassemblement national de la Somme est l'invité de Questions politiques ce dimanche. Il évoque la mort de Quentin, militant identitaire tué à Lyon en fin de semaine, mais aussi la toute récente candidature à la présidentielle du patron des Républicains Bruno Retailleau. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.
In March 2014, an 18 year old approached a stranger's home in Robstown, Texas, and calmly asked them to call 911. When police arrived, they learned the teenager, Kevin Davis, had taken the life of his own mother. The victim was 50 year old Kimberly Hill, a former Marine and hospice caregiver.Kevin told investigators the act was not impulsive. He said he had thought about harming his mother for years and described planning the incident in advance. At the scene, authorities recovered written notes outlining his thoughts, intentions, and future plans, raising immediate concerns about his mental state.During the trial, jurors heard Kevin's own statements delivered in an unemotional and detached manner. The defense argued mental illness, but medical experts testified that Kevin was legally sane and understood the difference between right and wrong. Kevin did not dispute their findings and acknowledged responsibility for his actions.After brief deliberations, the jury found Kevin Davis guilty and sentenced him to life in prison. The case remains a chilling example of premeditation, accountability, and how warning signs can go unnoticed.Follow True Crime Recaps for weekly cases examining real investigations and the justice system.
Gayle explores the lives of Minnesota residents who are afraid to leave their homes, speaking with a Latin American native who is reluctant to leave her Minnesota home (3:30). Jim talks to Minnesota Secretary of State Steve Simon about threats to a free and fair election in November (13:30). Matt Quast is technical director.This Week's GuestsMaria, immigrant in Minnesota Steve Simon, Minnesota Secretary of State St. Thomas study on non-citizen votingEmail us:riverradio@marinecommunitylibrary.orgGovernment Links:City of Marine on St. CroixCity of ScandiaMay TownshipWashington CountyBusiness/Organization Links:Marine Community Library
Hören Sie ausgewählte Beiträge aus „Kontrafunk aktuell“ und „18/20“ im Wochenrückblick. In dieser Woche sprachen wir mit dem Politikwissenschaftler Dr. Werner Patzelt über die Auswirkungen des Vetternwirtschaftsvorwurfes gegen die AfD, mit dem IT-Sicherheitsexperten Volker Birk über die Regulierung sozialer Medien und mit Hans-Georg Maaßen, ehemaliger Chef des deutschen Verfassungsschutzes, über das Vorhaben des deutschen Innenministers Alexander Dobrindt, den Verfassungsschutz zu einem „echten Geheimdienst“ zu machen. Außerdem zu Gast waren der Klimaanalyst Frank Bosse, der Zürcher Lokalpolitiker Ronny Siev, der rheinland-pfälzische AfD-Landtagsabgeordnete Joachim Paul, Thomas Knott von der Mittelstandsinitiative Brandenburg, Romanist Robert Kopp, der Journalist Ernst von Waldenfels und Kay-Achim Schönbach, ehemaliger Inspekteur der deutschen Marine.
Send a textPeaches runs a solo Daily Drop Ops Brief and this one's got everything: an Army Futures and Concepts Command elevation, a retired colonel sentenced for sharing classified war plans with a honeypot, and a battalion leader getting four years for secretly recording guests. The Navy manages to collide two ships in the Caribbean, debates doubling ship procurement, and asks for historic funding levels—while the Pentagon eyes a $1.6 trillion defense budget increase. A Marine is declared lost at sea, the Marine Corps passes another clean audit, and an Afghan adoption case survives court. The Air Force wrestles with healthcare access and collaborative combat aircraft software, Space Force pushes quality-of-life fixes, the Coast Guard uses an anti-drone laser near El Paso, and SECDEF skips a NATO meeting while POTUS leans on military leaders for diplomacy. No conspiracy. Just context.⏱️ Timestamps: 00:00 Intro and sponsor plug 01:10 Army Futures & Concepts Command elevation 02:45 Retired colonel sentenced in honeypot case 04:10 Battalion leader sentenced for secret recordings 05:15 Two Navy ships collide in Caribbean 06:30 Potential increase in ship procurement 07:00 Historic funding push and budget debate 09:30 Marine declared lost at sea 10:10 Marine Corps clean financial audit 11:00 Afghan adoption ruling upheld 12:00 OTS Alabama plug 13:00 Air Force healthcare access complaints 14:20 Collaborative Combat Aircraft advancement 15:20 Coast Guard anti-drone laser use 16:00 SECDEF skips NATO meeting 16:45 POTUS using military leaders in diplomacy 17:30 Syria base handover 18:00 Ongoing counter-narcotics strikes 18:30 Wrap-up
Welcome to The Daily Wrap Up, an in-depth investigatory show dedicated to bringing you the most relevant independent news, as we see it, from the last 24 hours (2/13/26). As always, take the information discussed in the video below and research it for yourself, and come to your own conclusions. Anyone telling you what the truth is, or claiming they have the answer, is likely leading you astray, for one reason or another. Stay Vigilant. !function(r,u,m,b,l,e){r._Rumble=b,r[b]||(r[b]=function(){(r[b]._=r[b]._||[]).push(arguments);if(r[b]._.length==1){l=u.createElement(m),e=u.getElementsByTagName(m)[0],l.async=1,l.src="https://rumble.com/embedJS/u2q643"+(arguments[1].video?'.'+arguments[1].video:'')+"/?url="+encodeURIComponent(location.href)+"&args="+encodeURIComponent(JSON.stringify([].slice.apply(arguments))),e.parentNode.insertBefore(l,e)}})}(window, document, "script", "Rumble"); Rumble("play", {"video":"v73jf8e","div":"rumble_v73jf8e"}); Video Source Links (In Chronological Order): (3) Vigilant Fox
Send a textAfter 73 surgeries and permanent paralysis, this Marine proves that grit isn't motivation — it's a decision.In this episode of Starter Girlz, Jennifer Loehding sits down with Marine veteran, entrepreneur, and lifelong builder Jay Setchell to explore what it truly means to keep going when life has pushed you to the edge. After surviving multiple near-death experiences and enduring life-altering medical challenges, Jay shares how resilience, discipline, and ownership shaped the way he approaches both business and life.This conversation isn't about surface-level motivation or temporary inspiration. It's about perspective. It's about valuing time differently after facing mortality. It's about choosing strength when surrender would be easier. Together, they unpack what relentless grit actually looks like in real life — not as a feeling, but as a daily decision.This episode is a powerful reminder that while adversity may change your body, it does not have to define your spirit.⭐ What You'll Hear in This Episode✅ How multiple near-death experiences reshaped his outlook on life✅ The physical and mental endurance required to withstand 73 surgeries✅ Navigating permanent paralysis while continuing to build and lead✅ How Marine discipline forged mental resilience✅ Why attitude can outweigh circumstance✅ The role of ownership in both recovery and entrepreneurship✅ Valuing time differently after facing mortality✅ Staying active and engaged despite physical limitations✅ Reflections on grit, responsibility, and choosing perspective daily
What if it's too late? If you've ever looked at your marriage, your relationship with your kids, or your past mistakes and thought, "I'm too far gone," this episode is for you. In Part 5 of our From Overwhelmed to Intentional series, Kent and Lawson talk to the dad who feels discouraged, stuck, or haunted by guilt. You'll hear why it's so dangerous to add "forever" to temporary pain, how to stop speaking hopelessness over your home, and what it looks like to do the slow work of rebuilding trust. You can't control someone else's heart, but you can do your part to create the kind of environment where healing can grow. Even when it may feel like things have veered too far off the tracks, God has a plan to redeem. You can move forward, even from here. Want to shape the direction of the show this year? Leave us a voicemail and tell us what you're facing as a dad: manhoodjourney.org/podcast Scroll down to "What's Your Story?" and leave us a message! You're not a father on accident. Go be a father on purpose. ------------------------------------------------------------------------- Learn more about our new partners here: https://maninthemirror.org/ Download the Iron Circle worksheet here: https://manhoodjourney.org/iron-circle/ We've launched video now! Check out the video version of today's episode on YouTube: https://youtu.be/bFLdhxrY2ZQ ----------------------------------------------------------------------- Range Leather: Support the show and upgrade your fatherhood swag. Shop Range Leather and get 15% OFF with code MJ15 Grab some fresh beans! https://rangecoffee.com/ Fatherhood Guard – Help us get to 100 members of the Fatherhood Guard! Connect with dads from over 20 states and at least 2 countries by joining today. Grab your welcome hat at https://manhoodjourney.org/donate/fatherhood-guard/ Buy Kent's latest book "Don't Bench Yourself" on Amazon: https://a.co/d/1qBF3RJ Read the new State Of Biblical Fatherhood report here: http://manhoodjourney.org/sobf Find tools to share the report here: https://manhoodjourney.org/sobf-tools Have a topic you want us to touch on? Well, get in touch! Send us an email at: info@manhoodjourney.org ------------------------------------------------------------------------- About our hosts: Kent Evans is the Executive Director and co-founder of Manhood Journey, a ministry that helps dads become disciple-makers. After a twenty-year career as a business leader, he embarked on biblical Fatherhood ministry projects. He's appeared on television, radio, web outlets and podcasts. He's spoken at parenting and men's events, and authored four books. The first, Wise Guys: Unlocking Hidden Wisdom from the Men Around You, was written to help men learn how to find mentors and wise counsel. The latest, Don't Bench Yourself: How to Stay in the Game Even When You Want to Quit, aims to help dads stay present in their roles as fathers and husbands even when they feel like giving up. Kent's life has been radically affected by godly mentors and his lovely wife, April. They have been married thirty years and have five sons and one daughter-in-law. He lives in Louisville, Kentucky. Lawson Brown is husband to his high school sweetheart, a father of two young adult daughters, has been a business leader since 1995, and is a former Marine. He served as a small group leader for teenage boys for many years, helped start the Christian media ministry City on a Hill Productions, then later Sanctuary – a new church in Kennesaw, GA – where he served as its leader for Men's Ministry. Lawson's journey of faith has always been centered in a grounding from his wife, Audrey, and supported throughout by many men whom he's found as brothers along the way. His family is nearing an empty nest phase and has recently relocated to the Florida Gulf Coast beaches area.
For many of us, our country is walking a tightrope between democracy and autocracy.I am a US American civilian. I avoided serving in the US military during the Vietnam War. My father and son were in the military – one in WWII – the other a never-deployed Marine. Despite these secondary contact with our armed forces, I do not understand the US military mind and culture. I do know it is the most lethal force in human history.For this BCR series -- "Nature of the U.S. Military" -- I ask US Veterans to help me understand the nature of our armed forces. And ask them -- if push comes to shove -- will our military uphold this republic of and by the people – or follow the orders of a corrupt Commander-in-ChiefCaptain Matthew Hoh helped get me starte. Matthew Hoh is a Senior Fellow with the Center for International Policy and a member of the Eisenhower Media Network.Matthew Hoh served nearly a dozen years as a US Marine with experiences in overseas wars in the American occupation of Iraq between 2004 and 2007 -- and Captain Hoh contributed to US policy and operations at the Pentagon and State Department. In 2009, Matthew Hoh resigned his position with the State Department in Afghanistan in protest of the escalation of that war.Alan Winsonbarcrawlradio@gmail.com Hosted on Acast. See acast.com/privacy for more information.
A U.S. Marine's adoption of an Afghan war orphan will stand. AP correspondent Ben Thomas reports.
A former Marine infantry sergeant breaks twenty years of silence about what happened to him in the Trinity Alps Wilderness of Northern California in October 2003. He didn't want to write in. He's not a Bigfoot guy. But his teenage daughter listens to the show and finally wore him down.Mike and two lifelong hunting buddies were on a five-day backcountry elk hunt deep in the Trinity Wilderness, roughly fourteen miles from the nearest trailhead.On the third day, he picked up on something most people would've missed — the gut-level feeling of being watched and paced. Instead of panicking, he ran deliberate route changes and counter-surveillance techniques to confirm what his instincts were telling him. Something large and bipedal was tracking them from two to three hundred yards back, using terrain and timber for concealment with a discipline he'd later associate with trained military scouts.On the fourth night, it closed the distance to forty yards and stood at the edge of their camp. His buddy nearly fired. Mike stopped him — not out of compassion, but out of a cold tactical calculation that still resonates twenty years later. They packed out at first light and covered fourteen miles in a single push.Mike went on to enlist in the Marines, served two combat tours in Iraq including Fallujah, and earned a Purple Heart. He says what he experienced in the Trinity Alps scared him worse than anything he faced overseas.This episode explores why, and what his story tells us about the intelligence, patience, and capabilities of whatever's living in those mountains.This is one of the most detailed and tactically sophisticated encounter reports we've ever received on this show. You don't want to miss it.
Applications are now open for the Marine Institute's 2026 Bursary Programme, which provides third-level students with practical work experience at Ireland's national marine research and development agency. The Marine Institute's Bursary Programme has been operating for over 30 years, providing essential career development and support, and inspiring the next generation of marine scientists and experts. The programme equips third-level students with essential skills and necessary experience to become ocean leaders and marine champions of the future. The Marine Institute is committed to supporting a culture of high performance. This is driven by our people, whose skills, experience and passion for the marine are crucial to our continued delivery of highly impactful services for government and other stakeholders. The Bursary Programme provides undergraduates with a unique opportunity to meet fellow students from other third-level colleges as well as work with experts in their field, helping participants to form future networks in the marine sector. The Bursary Programme is aimed at undergraduate students of Universities and Institutes for Higher Education, both National and International. To participate in the programme, undergraduate students must have completed two years of study in a relevant discipline by the beginning of June 2026. Glenn Nolan, Bursary Programme Lead and Director of Marine Environment and Food Safety Services, said,?"For more than 30 years, the Marine Institute Bursary Programme has enabled undergraduate students to develop their skills and strengthen their knowledge of the marine sector. Participating students emerge equipped to make informed decisions early in their studies about the marine and maritime careers they would like to pursue." Successful candidates will work with full-time Marine Institute staff on critical work programmes, including Marine and Freshwater Fisheries, Oceanography, Machine Learning/AI, Marine Chemistry, Molecular Biology, Marine Spatial Planning, Remote Sensing, Web Development, Socio-economics, and Corporate Services. The bursaries are based at Marine Institute facilities in Oranmore, Co. Galway, and Newport, Co. Mayo. To apply for the Marine Institute's 2026 Bursary Programme: View the bursary titles available. Select the two bursary positions that interest you the most, in order of preference. Complete the onlineapplication formandsubmitas per the instructions:?https://forms.office.com/ Application Deadline Date is 16:00, Friday, 27th?February 2026. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.
Auf der Münchner Sicherheitskonferenz hat die Ukraine zum ersten Mal einen eigenen Pavillon. Dort treffen sich Politiker, Militärs und Lobbyisten für Beratungen und Geschäfte. Welche Themen auf der heute beginnenden Tagung besonders wichtig werden, erläutert Kay-Achim Schönbach, ehemaliger Inspekteur der deutschen Marine. Bundesinnenminister Alexander Dobrindt kündigte an, den Verfassungsschutz weiter auszubauen. Er solle ein richtiger Geheimdienst werden und selbst aktiv tätig werden. Aber gegen wen? Dies erörtern wir mit Hans-Georg Maaßen, dem ehemaligen Chef der Behörde. Im Gespräch mit dem Ökonomieprofessor Martin Janssen geht es um den bärenstarken Schweizer Franken und die Folgen für die Wirtschaft, und Cora Stephan kommentiert die Bombardierung Dresdens 1945.
Since the last time he was on, a lot has changed. Dagan launched the Nomadic Research podcast out of Dixon, Illinois and went all in on building something of his own. Rural northwest Illinois, limestone bluffs, the Rock River, big whitetails, and just enough distance from Chicago to keep your sanity intact. Not a bad place to build a studio and start the next chapter. Evan and Dagan get into the why behind it. Why Illinois. Why leave a long career. Why step out and start talking publicly after years of working inside one of the largest and most misunderstood organizations in the country. Dagan walks through his background growing up in a Marine family, doing 12 years in the Corps across infantry and reconnaissance billets, then making the jump to the Agency where he and Evan worked together for years. They talk candidly about the difference between the tactical side of the house and where the real strategic decisions get made, the infamous seventh floor, and what it is like to be a small cog inside a 23,000 person machine. There is humor, a few shots at California, some perspective on career pivots, and a real look at professional evolution from Marine to operator to podcaster and business owner. This one is about reinvention, loyalty to where you came from, and figuring out what comes next when you have already done a few lifetimes worth of work. Grab a cup of coffee and settle in.
Olivier de Kersauson qui ne supporte plus Darie Boutboul, les tatouages des Grosses Têtes ou encore la chanteuse Marine qui se fait tacler par Sébastien Thoen, retrouvez dans ce podcast le meilleur de l'émission du jeudi 12 février 2026. Retrouvez tous les jours le meilleur des Grosses Têtes en podcast sur RTL.fr et l'application RTL.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Marine veteran and investor Tommy Hardaway shares how he's transitioned from single-family homes to investing in RV resorts and self-storage facilities. Learn why these asset classes appeal to him, how they perform in economic downturns, and why short-term RV stays near Dollywood are part of his winning strategy. Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/ #propertyprofits #rvresortinvesting #realestatewealth #podcastinterview
C dans l'air l'invité du 11 février 2026 avec l'amiral Nicolas Vaujour, chef d'état-major de la marine, auteur de l'ouvrage intitulé "Les Guerres des mers, la Marine française au coeur des nouveaux enjeux du monde", aux éditions Tallandier.
Hey there, cats and kittens! John and El'Ahrai are back to do what they do (talk and talk about movies and movie-adjacent topics). This week, they are delivering reviews of "A Private Life" and "Send Help" into your delicate earholes! Plus newsbits, home picks, and...the possible birth of a new segment? You'll just have to listen and find out! You're a Marine. It's the reason you're still alive right now. Remember your tradecraft and you'll be fine.
durée : 00:09:03 - L'invité de 7h50 - par : Benjamin Duhamel - Après la mise en délibéré, Rodolphe Bosselut, avocat de Marine Le Pen, affirme que "la complexité du dossier a fait irruption" au procès en appel du Rassemblement national Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.
Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.
Michael David Selig is a writer, actor, screenwriter, director, and former Marine jet fighter pilot. He joins us today to discuss his new novel HUSH, as well as Unidentified Aerial Phenomena or UAPs, and much more. Michael has had a lifelong fascination with flight. The real life background of his psychological thriller includes decades of history of covert activity, from 1940 and up to the present, as we gain a growing understanding of UAPs (previously called UFOs) and decades of efforts to keep the true nature of these powerful, apparently alien craft secret.Michael shares information about the missing Malaysian Aircraft that claimed over 200 lives. His book includes details about UAPs, and interactions with multiple races of interdimensional beings, far beyond anything we have seen in popular science fiction.CONTACTM.D.Selig contact@queenhelensrevenge.comFOLLOW US ON FACEBOOK: http://www.facebook.com/ASMALPodcastVISIT OUR WEBSITE: http://www.asmallmediumatlarge.coEMAIL: asmallmediumatlargepodcast @gmail.com Show Produced by Green Valley Production StudioMusic by DJ Booda: http://www.djbooda.com
Today's Guest Christina Ring, CRNP, is a palliative care nurse practitioner who helps patients and families navigate the complex issues surrounding chronic or serious illnesses. Christina provides a holistic approach to care, addressing the physical, emotional, spiritual and cultural aspects that accompany illness. Through meaningful conversations she brings clarity and comfort so patients feel empowered to make important decisions about their health. About Becca Becca Spahr, MA, CLC, is a relational health educator who believes connection is a skill anyone can master (yes, even people who think people are too people-y). After moving 26 times as a military kid and later as a U.S. Marine, she knows firsthand that likability, authenticity, and intention can create belonging anywhere. Drawing on her experience leading teams in high-pressure environments, Becca now inspires audiences to harness the power to connect and build relationships that enrich their lives: at work, at home, and everywhere in between. Website: https://www.beccaspahr.com/ LinkedIn: https://www.linkedin.com/in/beccaspahr/ Instagram: https://www.instagram.com/beccaspahr/ Facebook: https://www.facebook.com/beccaspahr About Dr. Raj Dr Raj is a quadruple board certified physician and associate professor at the University of Southern California. He was a co-host on the TNT series Chasing the Cure with Ann Curry, a regular on the TV Show The Doctors for the past 7 seasons and has a weekly medical segment on ABC news Los Angeles. The Dr. Raj Podcast Dr. Raj on Twitter Dr. Raj on Instagram Learn more about your ad choices. Visit megaphone.fm/adchoices
Over the past eight years a Far North Bay has been transformed from underwater wasteland to a thriving marine ecosystem. But the change isn't the result of an official marine reserve - it's because of a no-take rāhui, or customary ban, set up by local hapu. Reporter Peter de Graaf has more.
Send a textPeaches runs a fast Daily Drop Ops Brief with no fluff and no patience for nonsense. This episode hits Army quality-of-life updates at Fort Hood, joint U.S.–Italian training for the German Badge, and why the Navy is openly talking about shifting toward smaller, more agile platforms instead of relying solely on massive carriers. From missile defense recognition aboard USS Arleigh Burke to expanded Headspace access for sailors and families, Peaches walks through what matters and why. The Air Force side covers Super Bowl flyovers, F-22s getting pulled for real-world taskings, smart glasses being banned in uniform, William Tell getting postponed, and a blunt take on the OA-1K Skyraider 2 and Red Wolf missile integration. The episode closes with Space Force housing fixes and a reminder that real ops always outrank optics.⏱️ Timestamps: 00:00 Ones Ready intro and OTS registration push 01:20 Army dining facility pilot at Fort Hood 02:10 Joint U.S.–Italian training for German Badge 02:55 Navy leadership on smaller, agile platforms 03:45 USS Arleigh Burke Armed Forces Service Medal 04:30 Navy expands Headspace mental health access 05:10 New Navy fixed-wing pilot helmets 05:35 Navy Digital Warfighting Symposium overview 06:20 Marine receives Navy & Marine Corps Medal 06:55 Marine Corps drone and AI fellowship program 07:25 Super Bowl flyovers and deployed aircraft 08:30 F-22s pulled due to operational requirements 09:15 Ban on smart glasses in Air Force uniforms 09:50 William Tell Weapons Meet postponed 10:25 Red Wolf missile proposed for OA-1K Skyraider 11:40 Peaches' Skyraider reality check 12:40 Space Force housing and barracks task force 13:10 Subscribe reminder and wrap-up
Jon Sheldon, founder of Belleauwood Coaching, a leadership and performance coaching practice that helps high performers, founders, executives and sales leaders operate in alignment and lead with authenticity.Through one on one coaching, leadership development, performance blueprints, and small unit strategy sessions, Jon blends Stoic calm, Marine tested leadership, and radical honesty to help people build internal systems and external structures that actually support the life and work they want.Now, Jon's shift from feeling out of alignment to creating what he calls purpose driven, sustainable growth shows how clarity and structure can turn pressure into progress.And while navigating the same questions his clients face about scaling, balance, and staying true to who they are, he continues to lead in a way that proves high performance does not have to come at the cost of self.Here's where to find more:www.belleauwood.coachIG: Belleauwood_coachingLinkedIn: https://www.linkedin.com/in/jonathan-sheldon-82760a51________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself
Pryce Seymour opens up about growing up in chaos, being conceived in jail, surviving a violent and unstable childhood, and finding purpose in the United States Marine Corps. From prison visits as a kid… to boot camp prank wars… to brutal infantry training… to nearly dying in a high‑speed rollover accident… this story doesn't let up.Pryce was later selected to be followed by Netflix for a Marine Corps documentary — but what you didn't see on screen is even crazier. The drinking, the injuries, the culture shock, the fights, the deployments, and the mental toll of living life at full throttle.This Urban Valor episode goes deep into Marine infantry life, the reality of training and deployment, the brotherhood, and the mindset that forms when you're pushed past what most people ever experience.
Send a textThis episode of FUTUREPROOF. is different.My guest is Trevor Reed, a former U.S. Marine who was wrongfully detained and abused in a Russian gulag for nearly three years, freed in a high-profile prisoner exchange in 2022—and then made a decision few could comprehend: he voluntarily went to Ukraine to fight against the same system that imprisoned him.In this conversation, Trevor reflects on what captivity does to the human mind, how survival reshapes your definition of justice, and why freedom—real freedom—can't be taken for granted once you've lost it.We talk about:What daily life inside a Russian penal colony is actually like—and how close he came to dying thereThe mental discipline required to survive prolonged isolation, hunger, and uncertaintyThe emotional toll of being turned into a geopolitical bargaining chipWhy revenge eventually gave way to a deeper definition of justiceThe surreal contrast between everyday life and active war zones in UkraineBeing critically wounded by a landmine—and what it means to survive twiceHow his understanding of freedom, responsibility, and humanity has fundamentally changedThis is not a conversation about politics. It's a conversation about power, resilience, moral injury, and what it means to remain human when systems fail you.Trevor's memoir, Retribution: A Former US Marine's Harrowing Journey from Wrongful Imprisonment in Russia to the Front Lines of the Ukrainian War, is not an easy read—but it is an important one. And this conversation is not comfortable—but it is necessary.
Send a textFive days into deployment as a Marine infantry officer, a live-fire training accident severed Captain Patrick Nugent's sciatic nerve and paralyzed his right leg. What most people called “the worst thing that could ever happen” became the turning point for everything that came next.Patrick is a Marine veteran, Invictus Games athlete, Harvard Kennedy School and Wharton grad, Boston Consulting Group consultant, and future Paralympic hopeful. And in this episode of Consequence of Habit, he joins JT to talk about grit, habits, and cognitive reappraisal: the ability to literally rewrite the story you tell yourself about adversity.Patrick walks through the injury, the brutal recovery at Walter Reed, and the decision to treat his situation not as an ending, but as an opening. They dig into keystone habits, goal-tracking, stoic philosophy, and why believing “this might be the best thing that ever happened to me” changed his life. If you're facing something that feels defining or impossible, this conversation will give you a new lens, and a roadmap. - - - - - - - - - - -Support Consequence of HabitSubscribe: Apple Podcast | SpotifyCheck us out: Instagram | Twitter | WebsiteThe show is Produced and Edited by Palm Tree Pod Co.
What if the difference between becoming average and becoming exceptional comes down to who you choose to learn from and the courage to ask for mentorship? In today's episode of The Ripple Effect Podcast, I'm truly honored and excited to interview John A. Dailey, a Marine badass and one of the most compelling voices I've ever had the privilege of interviewing. John joined the Marines at just seventeen and went on to serve more than twenty years, spending most of that time in special operations with tours in Afghanistan and Iraq. John shares powerful leadership lessons forged through real-world experience, including how to earn respect, how to balance mission accomplishment with taking care of your people, and why mentorship is one of the most underrated keys to growth in both military and civilian life. We also talk about mental toughness, grit, and what it really means to lead when the stakes are high. John earned his MFA in creative writing from UNCW in 2018 and shares his insights through his weekly newsletter, Walking Point, along with his thoughts on building toughness through fitness at RTFU.substack.com. Ripple with John Dailey Websites: https://JADailey.com https://Walkingpoint.org Subscribe to the Walking Point newsletter: https://jdailey.substack.com Ripple with Steve Harper Instagram: http://instagram.com/rippleon Facebook: https://www.facebook.com/rippleon X: https://twitter.com/rippleon Website: http://www.ripplecentral.com
Send us a textPeaches and Trent break down the growing fallout around Gen. “Fat Tony” Bauerfeind, his short tenures at AFSOC and the Air Force Academy, and why leadership failures don't happen in a vacuum. From berating cadets in locker rooms to misreading SOCOM priorities and alienating donors, staff, and subordinates, this episode walks through how ego, insulation, and ignoring the chain of command can wreck organizations fast. The conversation expands into general officer culture, why the Army and Marines produce different leaders than the Air Force and Navy, and how credibility is built—or destroyed—by shared hardship. Add in a side discussion on AI in cockpits, human-machine teaming, pilot override authority, and why trust still matters more than tech, and you get a classic Ones Ready mix of hard truths, humor, and uncomfortable accountability.⏱️ Timestamps: 00:00 Ones Ready intro and sponsor chatter 02:00 OTS Alabama registration reminder 04:30 Fat Tony, AFSOC, and short command tours 07:00 USAFA leadership complaints and cadet treatment 10:00 Berating subordinates vs fixing the chain 12:30 Why yelling at the bottom never works 15:00 Flying authority, CV-22 incident, and Q-3 fallout 18:30 Why cadets aren't the problem 21:00 SOCOM priorities vs DEI messaging 24:00 How leaders misread their environment 27:00 Fragile ego and insulation at senior ranks 30:00 Army and Marine leadership pipelines contrasted 34:00 PT credibility and leading from the front 37:00 National Guard DC shooting and Purple Heart criteria 41:00 Weapons carry, chambered rounds, and training gaps 48:00 Super Bowl flyover and airpower optics 54:00 AI in cockpits and auto-eject concerns 58:30 Human-machine teaming and pilot-trained AI 01:01:20 Closing thoughts and wrap-up
This episode was sponsored by Romero Capital LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ In this explosive Dropping Bombs episode, returning guest Javier Romero reveals how he built Romero Capital into a hard money lending powerhouse—funding real estate investors with 100% financing and 48-hour closings. Born in Venezuela and a former U.S. Marine, Javier now helps flippers and investors scale with zero money out of pocket. Javier exposes spotting deals that actually make sense, sidestepping pitfalls that crush most investors, and why speed dominates competitive markets. He shares the no-upfront-cost model empowering investors nationwide to close fast without touching their own cash. Whether you're new to investing or stuck in slow growth, this conversation unlocks zero-out-of-pocket wealth—press play now to level up.