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The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Anastasios Angelopoulos is the co-founder and CEO of Arena, the real-world evaluation platform that has become a leading referee of the global AI model race. Arena has raised $250 million, with the latest round valuing the company at $1.7BN. Arena recently surpassed $100M ARR just eight months after launching its enterprise offering, powered by more than 30 million monthly users. AGENDA: 00:00 – Intro: "Kimi beat every American model": What Nobody Wants to Admit… 05:20 – Is this the true commoditization of models? Are they just a utility layer now? 07:30 – Do Chinese open source models cannibalize the closed frontier labs? 10:30 – Why has America's open source community lagged so badly behind China? 17:20 – Will Chinese models be banned in the US — and does hosting locally really kill the backdoor risk? 23:20 – Are enterprises really terrified of working with the frontier labs? 27:20 – Why hasn't inference got cheaper — and what happens when Anthropic's "disgustingly high" margins go public? 30:20 – Who should decide if a model is safe to release: the government, a neutral body, or nobody? 33:10 – Are we about to see cyberattacks like we've never seen before? (The fake candidate who passed every interview) 37:00 – 75 Neo labs: what separates the winners from the two-thirds worth nothing? 40:45 – Is data actually a commodity — and can data providers be $100BN companies? 48:00 – Can you be the referee when the players are paying you? (And Arena's real revenue) 50:45 – Will the model providers eat the application layer? Are Harvey, Lagora and Figma in trouble? 54:10 – Quickfire: Why hasn't NVIDIA bounced on the rise of open source, who hits $10 trillion first, and does the compute debt cycle end in insolvency?
Non-QM lenders see opportunity in stricter condominium underwriting standards introduced by the FHFA, while broader markets continue to underscore the premium value of timely information, highlighted by reports of potential changes to the Fed's meeting schedule and the launch of a subscription service offering paying clients early access to market-moving Truth Social posts. Plus, Robbie interviews Aon's John Dickson on the evolution of disaster modeling and how it is impacting the mortgage industry from origination through the capital markets. And we close by examining Treasury and MBS market stability in the wake of last week's Federal Reserve meeting.Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.Thank you to Figure. Figure is shaking up the lending world with their five-day HELOC, offering borrower approvals in as little as five minutes and funding in five days. Figure has hundreds of partners in the Banking, Credit Union, Home Improvement, and of course, IMB space embedding their technology.
In this episode, Pete welcomes veteran podcast producer Chris Stone back to the show for a candid conversation about today's mattress and furniture retail landscape. Drawing on more than 40 years of industry experience, Pete shares practical strategies for navigating slower sales, increased competition, and the challenges facing retailers today. From actionable business insights to engaging conversation, this episode delivers valuable perspective and real-world advice to help you adapt, grow, and move forward with confidence—only on The Pete Primeau Show.
The Little Food Market attracts thousands of visitors eager to enjoy a diverse selection of dishes from around the world, all in one place. - The Little Food Market menjadi magnet bagi ribuan pengunjung yang ingin menikmati aneka hidangan dari berbagai penjuru dunia dalam satu lokasi.
Get today's top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.
Terry Anderson, editor of Adapt and Be Adept: Market Responses to Climate Change, presents a collection of economic and social essays arguing that market-based adaptation is the most practical and effective response to a changing climate. Using Pascal's Wager as a framework, Anderson suggests that preparing for climate impacts is a winning strategy regardless of the underlying causes. A major focus is the physical and economic limits of renewable energy; the book asserts that wind, solar, and battery storage are currently far too expensive and inefficient to replace fossil fuels, which remain the backbone of global specialization and prosperity. Anderson criticizes "top-down" political solutions like carbon taxes and "climate clubs," arguing they often devolve into disguised protectionism—a "bootleggers and baptists" scenario where special interests hide behind environmental rhetoric to secure subsidies or tariffs. Instead, the book promotes "price discovery" through financial and insurance markets as a way to harmonize human behavior with environmental reality. For example, when insurance rates accurately reflect the risk of storm surges, property values in coastal areas like Florida naturally adjust, incentivizing people to move to safer, higher ground. The text also highlights the importance of local knowledge, citing Alaskan native villages where traditional adaptation strategies are frequently hindered by rigid federal regulations that prevent them from following migrating wildlife. Contributors, including Mark Mills and Bjørn Lomborg, advocate for pragmatism over utopianism, suggesting that funds should be spent on tangible improvements like seawalls, better data collection, and poverty reduction rather than inefficient attempts to halt global climate shifts through government mandates. (3)1900 BAKU, AZERBAIJANA
On this episode of our new market wrap show Last Call, we examine the hidden rotation beneath calm stock market indexes, including sharp AI and semiconductor volatility, small-cap strength, forced fund liquidations, higher rates and changing Federal Reserve guidance. Jack Forehand and Matt Zeigler are joined by Jim Paulsen, Ben Hunt, Brent Kochuba, Cameron Dawson and Dave Nadig to discuss stock market correction risk, the economics of the AI data center buildout, options flows, market leverage, regulation and what could drive volatility next.Follow Last Call on SpotifyFollow Last Call on Apple PodcastsTopics coveredWhy market indexes can hide sharp rotation, dispersion and volatility in semiconductors and high-beta technology stocksJim Paulsen's Policy Pain framework linking oil, Treasury yields, dollar strength and lagged effects on stocks, bonds and economic growthWhy technology stocks could enter a bear market while old-economy sectors, small caps and value stocks hold upBen Hunt's World War AI thesis comparing the AI infrastructure buildout with inflation-adjusted World War II spendingHow hyperscalers, equity issuance, private credit and government financing could crowd out consumers and businessesWhy data centers could consume nearly one quarter of U.S. electricity and lead to higher prices, rationing and government interventionWhat the Situational Awareness fund liquidation and Citadel portfolio transaction reveal about forced market flowsHow options correlations and narrow market breadth can separate a technical rebound from a fundamental AI bottomRisks from speculative retail investments, weakened regulators, leverage and cyclical semiconductor profit marginsWhy reduced Fed forward guidance could create surprise policy decisions and greater algorithmic market volatilityTimestamps00:00 Market rotation and AI volatility beneath the indexes04:07 Jim Paulsen on Policy Pain and market vulnerability09:23 Why tightening hurts stocks before helping bonds14:23 Tech bear market risk and a possible leadership shift18:23 Ben Hunt on World War AI, private credit and systemic risk26:00 Data center electricity demand and the energy constraint31:29 Brent Kochuba on the Situational Awareness liquidation36:00 The forced buying behind the AI stock rebound40:00 Why the liquidation bounce may not signal an AI bottom44:00 How forced flows distort fundamental market narratives48:00 Retail investing pitches, liquidity and cycle FOMO52:00 Deregulation by destaffing at the SEC and CFTC56:00 Semiconductor operating leverage and fragile S&P 500 margins01:00:07 Jack's grievance with the YouTube algorithm01:04:29 What happens when the Fed stops giving forward guidance01:08:34 How markets could react to a surprise Fed decisionLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.
Lyons and Bahl continue the show hitting on Christian Gonzalez. Are the Patriots close at all to giving him his extension even though Kraft said they offered him a huge contract? What happens if they just extend Gonzalez and set the market with him? Out of every player during training camp, who is going to be the breakout player this year?
Dr. Sue-Anne Toh, CEO and co-founder of NOVI Health, joins Jeremy Au to discuss the critical intersection of metabolism, longevity, and health policy. They explore the "War on Diabetes" in Singapore, unpacking why Asian populations are predisposed to insulin resistance and visceral fat accumulation even at lower BMI levels. Dr. Toh shares her transition from healthcare administration at NUHS working with MOH, to launching a health-tech "speedboat" to bridge the implementation gap in preventive care. The conversation covers the 80/20 of longevity, the role of GLP-1 medications in hormonal balance, and actionable strategies for "banking" muscle mass to ensure quality of life during aging. Watch, listen or read the full insight at https://www.bravesea.com/blog/sue-anne-toh-novi-health BRAVE is Southeast Asia's leading tech podcast, hosted by Jeremy Au. Honest conversations with the region's top founders, investors, and operators on building startups in Southeast Asia. New episodes every week. Subscribe so you never miss one. Listen & Subscribe YouTube (English), YouTube (Bahasa Indonesia), Spotify (English), Spotify (Bahasa Indonesia), Spotify (Chinese), Spotify (Vietnamese), Apple Podcasts Follow BRAVE LinkedIn, X (Twitter), Instagram, TikTok, WhatsApp Follow Jeremy Au LinkedIn, X / Twitter, Instagram, TikTok, Facebook, Threads, Twitch Resources Get transcripts, startup resources & community discussions at www.bravesea.com #Singapore #Longevity #Healthspan #SoutheastAsiaTech 00:00 - Introduction: Dr. Sue-Anne Toh's background 02:14 - Choosing medicine over law: curiosity and impact 03:51 - From policy to founder: the "impatient" path to NOVI Health 10:49 - Navigating the "Snake Oil" noise in longevity 12:39 - The 80/20 of health span: sleep, steps, and nutrition 22:30 - The ROI of treats: behavior change vs. restrictions 30:02 - TOFI Phenotype: Thin Outside, Fat Inside 33:04 - The Insulin Resistance "Pancreas Factory" 37:56 - Public Health strategies: Enforce, Empower, Educate 40:35 - GLP-1s and the future of weight care 45:01 - Why muscle mass is the ultimate longevity asset
Could your retirement plan be taking more risk or creating more taxes than you realize? From this past weekend’s radio show, Abe Abich discusses why investors nearing retirement should be cautiously optimistic during market highs, the importance of a mid-year financial review, and how retirement planning differs from the accumulation years. He also explains common 401(k) misconceptions, withdrawal strategies, tax considerations, and ways retirees can evaluate income, protection, and diversification as they transition into retirement. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
WBZ NewsRadio's Chaiel Schaffel reports.See omnystudio.com/listener for privacy information.
Follow me on Instagram at @douglaswelch, @dewdesignphoto, and @agardenersnotebook and Pixelfed.
Bob Zimmerman reports SpaceX's Starship successfully floated for a week after splashdown, providing invaluable data for rapid reusability. The company further cemented its market dominance with a $1.6 billion Space Force contract, while competitors remain grounded. Additionally, startups are emerging to solve technical hurdles for orbital data centers, such as advanced heat radiation. These advancements indicate that the future of massive data processing may eventually move into permanent space orbit. (15)AUGUST 19554
Join us as Al Fadi, a former Wahabbi Muslim from Saudi Arabia, explains why the proponents of Sharia Law want to establish Sharia courts in America. How do followers of Christ respond to demands for the elimination of dog parks, or insistence on public prayers being played over loudspeakers from mosques? How do we deal with the political side of a religion that leaves people in darkness? Join us for a fascinating and timely conversation.Become a Parshall Partner: http://moodyradio.org/donateto/inthemarket/partnersSee omnystudio.com/listener for privacy information.
Today's episode is about why so many men get ignored in today's dating market. I'm breaking down why getting ignored isn't always rejection. Too many men are being filtered out in a system driven by visibility instead of substance. My focus is on building real value, not chasing attention. Show Notes: [04:46]#1 The market is driven by attention, not connection. [10:25]#2 Being average makes you invisible. [14:48]#3 Low value attention gets filtered out quickly. [20:50] Recap Episodes mentioned: 3582: Men: Why You Are Getting NO Pussy [Part 1 of 7] Next Steps: --- Execution is not a talent. It is a standard. If your results don't match your ability, something in your approach is out of alignment. Most people do not have a motivation problem. They have a consistency problem. Power Presence is the system for operating with greater discipline, clarity, structure, and execution under pressure. Learn more: → http://www.PowerPresenceProtocol.com Know what to do but not always doing it? Measure your execution at → http://RateMyExecution.com. Get Dre's free Daily Game email at http://WorkOnMyGame.com. Every day you'll receive one practical lesson on leadership, mindset, discipline, and execution to help you perform at a higher level. No fluff. Just game
The future isn't hidden. It hasn't been written yet. That idea anchors this foundational conversation between Dave Dredge, Richard Brennan and Niels Kaastrup-Larsen, on what risk really means in markets. They challenge the mathematics behind modern portfolio construction, exposing how calm conditions can conceal leverage, how diversification can fail when it matters most, and why familiar measures such as volatility and Sharpe ratios often miss the forces that lead to permanent loss. From path dependency and complex adaptive systems to trend following, convexity and the geometry of wealth, this episode offers a different framework for investing under uncertainty. For anyone responsible for preserving and compounding capital, this is essential listening. Because the strongest portfolio is not the one built around being right, but the one prepared to survive being wrong.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Rich on Twitter.Follow David on LinkedIn.Episode TimeStamps:00:00 - Market review, July performance and introducing Dave Dredge08:01 - Why markets are complex adaptive systems18:49 - Price insensitive investors and the hidden drivers of markets26:03 - How market participants create fat tails and volatility31:38 - Where major market moves really come from39:05 - Ergodicity and why sequence matters in investing46:37 - The forest fire analogy for understanding financial risk51:15 - Why calm markets often hide the greatest dangers56:13 - Leverage, convexity and the source of market fragility01:00:53 - Why optimal portfolio construction can increase risk01:05:38 - Football, convexity and building resilient portfolios01:13:03 - Why the Sharpe ratio fails to measure real risk01:21:40 - Lessons for trend followers navigating complex marketsCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer
Chris Markowski, the Watchdog on Wall Street, discusses the current financial landscape, emphasizing the importance of understanding market dynamics, the role of the Federal Reserve, and the impact of government intervention on economic growth. He critiques financial journalism for its lack of accountability and stresses the need for financial literacy and personal responsibility in investing. Markowski also explores the commodification of financial news and how advertising influences coverage, urging listeners to take ownership of their financial decisions.
Chris Markowski, the Watchdog on Wall Street, discusses the current state of the financial markets, emphasizing the importance of understanding market volatility and the risks associated with leveraged investments. He warns listeners about the dangers of chasing trends and the prevalence of affinity fraud and annuity scams targeting unsuspecting investors. Markowski advocates for sound investment strategies and the necessity of being informed and prepared to navigate the complexities of the financial landscape.
On this episode of The Jon Gordon Podcast, join Jon and Kathryn Gordon for a candid, behind-the-scenes look at what it really takes to write, publish, and market a book that makes an impact. Drawing from their own experience - rejections, bestselling success, and the wisdom gained along the way - Jon and Kathryn share why your message matters and how a single book can ripple across lives, industries, and even generations. From the "burning desire" that signals it's time to write, to the struggles of clarifying your core message and avoiding the trap of cramming several books' worth of ideas into one, Jon and Kathryn are honest about both the challenges and rewards of the writing process. You'll hear how discipline, consistency, and a willingness to write amidst life's chaos helped shape books that continue to change lives years after publication. The episode dives deep into the realities of publishing today - demystifying traditional, self, and hybrid publishing paths, including the financial and creative tradeoffs of each. Jon and Kathryn pull back the curtain on royalties, rights, and the practical business of owning your words, with insights from their own journey and the authors they guide through Gordon Publishing. But writing and publishing are only the beginning. This episode is packed with actionable marketing strategies—to build your platform, launch teams, and connect directly with readers. You'll also discover what's working now to make your book stand out, from leveraging newsletters to fostering authentic author communities. Above all, this is a conversation driven by belief in the power of story and encouragement for every aspiring author. If you're wrestling with self-doubt, paralyzed by the search for the "perfect" format, or unsure of your next step, you'll leave this episode inspired: your words have worth, your process matters, and the right guidance can help you bring your book—and your purpose—into the world. Let us help you take your next steps in writing or publishing your book! Schedule a free Author Session at: https://gordonpublishing.com/session Rather watch this message? You can access the workshop replay at: https://jongordon.com/webinar-how-to-write-publish-and-market-a-book/ Here's a few additional resources for you… Follow me on Instagram: @JonGordon11 Check out my newest book, The Power of Positive Habits. Every week, I send out a free Positive Tip newsletter via email. It's advice for your life, work and team. You can sign up now here and catch up on past newsletters. Ready to lead with greater clarity, confidence, and purpose? The Certified Positive Leader Program is for anyone who wants to grow as a leader from the inside out. It's a self-paced experience built around my most impactful leadership principles with tools you can apply right away to improve your mindset, relationships, and results. You'll discover what it really means to lead with positivity… and how to do it every day. Learn more here! Do you feel called to do more? Would you like to impact more people as a leader, writer, speaker, coach and trainer? Get Jon Gordon Certified if you want to be mentored by me and my team to teach my proven frameworks principles, and programs for businesses, sports, education, healthcare!
Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy resilience and industrial policy are changing investment decisions.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley's U.S. Thematic and Equity Strategist.Michael Zezas: I'm Michael Zezas, co-director of the Morgan Stanley Institute and Deputy Global Head of Morgan Stanley Research.Jessica Alsford: And I'm Jessica Alsford, Morgan Stanley's Chief Sustainability Officer, and also co-director of the Morgan Stanley Institute.Michelle Weaver: Today: how AI, energy, geopolitics, and industrial investment are competing for scarce resources – and what that competition could mean for markets.It's Friday, July 31st at 10am in New York.Jessica Alsford: And 3 pm in London.Michelle Weaver: Mike and Jess, as co-directors, you speak with people across the firm to identify the biggest questions facing companies and investors, especially the important ones that may not have clear answers yet. And to understand how those questions are shaping client conversations. Mike, what's one of the questions that you think investors are wrestling with the most right now?Michael Zezas: So, one of the biggest questions is how several major investment cycles can happen at the same time. AI, energy infrastructure, manufacturing, and defense may all be competing for the same power, the same skilled labor, equipment, and capital. So, investors need to look beyond each theme in isolation and ask where constraints could delay projects, raise costs, or redirect spending, and which companies are best positioned to manage all of that.Michelle Weaver: Since the institute began, you've examined a number of topics, including AI, energy resilience, and geopolitical fragmentation, just to name a few. Jess, which topic has been the most compelling to you?Jessica Alsford: It's difficult to pick one because, to be honest, for me, it's really the way that AI, energy resilience, and geopolitics have all really become one story. If you think about the energy transition, which has been playing out for a number of years. But now we also have the AI build-out, and that depends on reliable and affordable power. And then geopolitical shocks, which are demonstrating the need for countries to have energy security.So, if you put all of this together and you can really see that there is a huge need to scale the global energy system, but using all types of power available to us, including renewables and nuclear.Michelle Weaver: Mike, how is that intersection that Jess spoke about between AI, energy, and geopolitics altering the way that companies are thinking about investing?Michael Zezas: So, geopolitical shocks, they're more norm than exception now. The situations in Iran, Ukraine, Venezuela, they all reflect an evolving international order where the U.S. is less interested than it used to be in preserving global security and trade standards.And that's a particular problem in a world where companies and governments spent much of the last 50 years optimizing to benefit from globalization. So basically, looking for the lowest cost way to produce things, sourcing materials and labor in the most efficient way possible, presuming that the frictions in international goods and services trade would just keep getting lower.That's obviously not the case now, and whether it's a good idea or not, the trend is toward governments leaning into industrial policy to prioritize supply chain security and protect whatever it sees as their national competitive advantages. And really that's correlated with higher trade barriers. So, that means that while companies are still focused on efficiency, they have to build resilience through more regional supply chains, greater redundancy, and investment in strategically important capacity. So, the practical message from our teams is to map critical dependencies, diversify where possible, and be realistic about the extra cost of resilience rather than assuming the old globalization model will simply return.Michelle Weaver: One of the clearest constraints on the AI build-out is energy. Our thematic research team is estimating a nearly 40-gigawatt shortfall in power needed for data centers. For context, this is multiple New Yorks worth of power. Jess, how significant of a limiting factor is power becoming?Jessica Alsford: Power is definitely becoming a strategic constraint. If you think about grid connections, these can take years to set up. And so, access to power really is going to determine where facilities are built and how quickly they're able to come online. And it looks like there won't be one universal solution.You've got natural gas, nuclear, renewables, storage, microgrids. They're all going to need to play a role. And for companies, that means that they really are going to have to be planning power alongside the site and financing. For investors, it means focusing on reliability, affordability, and permitting, not just headline demand.Michelle Weaver: So, AI, energy, and geopolitics can no longer be considered in isolation. As countries and companies rethink where they source, build, and invest, where do you see the biggest opportunities emerging?Jessica Alsford: The opportunity is likely to be broader than any single sector, to be honest. and the institute has shown that capital really needs to be flowing towards more resilient supply chains as well as new productive capacity and also the infrastructure that supports both of these. And this covers power, grids, automation, logistics, as well as data. I'd also say that location matters, too. And companies need to be able to weigh political stability as well as skilled labor, reliable energy, and policy support. And investors should be looking for markets and businesses that can turn those advantages into durable returns.Michelle Weaver: The institute has also looked at founders as a source of economic information. Jess, what can their decisions reveal before those changes appear in traditional economic data?Jessica Alsford: So, founders are often making decisions at the leading edge of growth and capital formation, and so their behavior can provide an early read on both at-risk appetite and also financing conditions. If we take the current macro environment as an example of this, the institute has shown that many founders are adapting rather than simply waiting, and this means extending fundraising timelines, spawning investor conversations, and considering private credit, structured equity or tender offers. For companies, the takeaway really is to preserve financing flexibility. And for investors, it's to watch how those choices can reshape private market liquidity.Michelle Weaver: Mike, to bring this back to where we started, if power, labor, and capital are all becoming more constrained, what should investors be watching most closely?Michael Zezas: Yeah. I'd watch whether capital spending plans are being delayed or resized or redirected in some way, and I think importantly, what the reasons would be for any of those things happening.Is there a constraint around power or labor or equipment permitting or financing? Those details help distinguish whether you'd be looking at temporary setbacks or a structural shift. So, something that would signal that we've built too much capacity in AI or manufacturing relative to demand. And that's the type of thing that would be a real headwind to the economic outlook and potentially create problems in the credit markets.But to be clear, we don't see demand flagging anytime soon. And so, for investors, it's less about whether to be bullish or bearish on the outlook for the markets and the economy, and it's more about looking for companies that are durable beneficiaries of these trends. So those are ones with secure inputs, flexible balance sheets, and realistic return thresholds.Michelle Weaver: Absolutely. As Mike said, we don't see demand slowing, and we're seeing a lot of encouraging data points around AI adoption. One analysis we did recently shows that around 25 percent of S&P companies are now quantifying the benefits they're seeing from AI adoption. And this diffusion story is only going to continue to grow.Mike, Jess, thanks for joining me.Michael Zezas: Thanks Michelle.Jessica Alsford: It's great speaking with you both.Michelle Weaver: And to our listeners, thanks for tuning in. If this is all piquing your interest, you can find the institute's articles, roundtables, and future work on Morgan Stanley's website. And as always, if you enjoy Thoughts on the Market, please leave us a review and share the podcast with a friend or colleague.
Will your boutique be ready for Fall/Winter 2026—or will you be buying yesterday's trends? Before you head to market, discover the colors, silhouettes, prints, denim, shoes, and styling trends expected to define the upcoming season. After visiting 28 trade shows and working with more than 800 wholesale brands, Samantha Conner shares what's emerging on the showroom floor—and how boutique owners can buy smarter before these trends hit the mainstream. You'll learn: The colors expected to dominate Fall 2026 Ways to merchandise and style trends to increase sales Smart buying strategies for your next market trip How to build collections instead of buying random pieces Join The Boutique Hub ____________________________ Ashley Alderson: Instagram The Boutique Hub: Website | Facebook | Instagram | Pinterest | TikTok | YouTube
GAMBLING PROBLEM? CALL 1-800-GAMBLER or 1-800-MY-RESET, 800-327-5050/visit gamblinghelplinema.org (MA). Call 888-789-7777/visit ccpg.org (CT), mdgamblinghelp.org (MD), 800-981-0023 (PR). Wagering offered by DK Sportsbook: 21+. Present in most states. (18+ DC/NH/PR/WY). Void in CAN. On behalf of Boot Hill Casino (KS). Pass-thru of per wager tax may apply in IL. Event Trading offered by DraftKings Predictions, CFTC-registered: 18+. Trading involves risk of loss. Market availability varies. General: 1 per new DraftKings customer. $5+ deposit req. Trade $5 get $150 Prediction Dollars (1-year expiry); or bet $5 get $150 in Bonus Bets (7-day expiry and stake removed from payout). Rewards issued in $50 increments every 7 days via click-to-claim for 14 days. Predictions Dollars click-to-claims expire 7 days after issuance. Rewards are non-withdrawable. 7 days = 168hrs. Predictions offer void in NY. Terms: dkng.co/offer. Ends 8/23/26 at 11:59 PM ET. Sponsored by DK.You can find every episode of this show on Apple Podcasts, Spotify or YouTube. Prime Members can listen ad-free on Amazon Music. For more, visit barstool.link/wegottabelieve
Plus: Nuclear company Westinghouse Electric has confidentially filed for an IPO. And New York sues Kalshi, saying the company is running an illegal gambling operation. Alex Ossola hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Anthropic’s revenue has grown nearly 10x a year, three years running. Its losses are accelerating with it. And here is Dario Amodei in February: “If my revenue is not 1 trillion dollars, if it’s even $800 billion, there’s no force on earth, there’s no hedge on earth that could stop me from going bankrupt if ... Read more The post Today’s Market = 1999 Capex + 2008 Credit – Ep 298 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.
It's been a busy year for the Alpha Exchange podcast — 25 episodes so far and an exciting fall schedule ahead. Today I'm going solo, assessing a backdrop for market risk that has proven quite unique this year. In the discussion that follows, I want to share what's on my mind with respect to the prices we all stare at every day, and tie together three crosscurrents that look separate on the surface but are really one story. These themes are low correlation, spot up vol up dynamics, and the cheapness of market-based insurance. First, correlation. Realized and implied correlation among S&P stocks have fallen to levels never seen before — one-month realized printed 0.4% in late July — and that's pinning index vol to the floor even as the stocks inside get more volatile. On the second front, a meaningful cohort of stocks are experiencing massive returns, and, atypically, seeing their options become more expensive at the same time. This is amplified by leveraged ETFs and there are unique implications for risk and trade construction. Lastly, I argue that the price of insurance across equities, rates, FX and credit is exceptionally low relative to the vast uncertainty in markets, technology, and global affairs. If anything, the already rapid pace of change is only set to accelerate from here. It's a good idea to accumulate shock-absorbing options at low prices during sunny days. They will come in handy when the inevitable risk-off occurs, which I see as an underpriced scenario. I hope you find this interesting and useful. Thank you for listening. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
The Jones and Keefe Show from Friday, July 31, 2026
Jones and Keefe bring live play-by-play updates from Foxborough, breaking down the premier 1-on-1 matchups between the Patriots top cornerbacks and receivers. The guys float a theory on whether New England and Seattle could be working together on negations for Christian Gonzalez and Devon Witherspoon to keep market costs down. Red Sox insider Rob Bradford joins the show to address Jarren Duran's clubhouse popularity and thinks the Red Sox need to target a shortstop at the deadline.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Derrick Barker, CEO of Nectar, shares insights on direct lending in real estate, market opportunities, and strategies for long-term success in a fluctuating market. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
US equity futures are higher, while Asian markets are broadly higher and European equities are firmer and trading near record highs. Oil is lower with WTI crude down 2% near 82 dollars level. Markets are supported by a renewed bid in the AI trade following recent volatility, with improved sentiment driven by better takeaways from major US tech earnings, particularly in cloud and AI demand. At the same time, easing rate pressures and a pullback in oil prices are helping risk appetite, while central bank signals remain mixed. Market looking through Middle East developments despite more military strikes. Elsewhere, Trump announced that deal has reached for Hamas to disarm and Israel to withdraw forces in structured phases.Companies Mentioned: TSMC, Intel, Tesla, HSBC
His 1% Property:https://www.airbnb.com/rooms/1044301030831500315?source_impression_id=p3_1783358768_P3RIa1s1pojdXbKiWEBINAR LINK:https://shawnmoore.clickfunnels.com/optiniyvvg89sWant to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7FOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreCONTACT US:support@vodyssey.comChapters00:00 Intro00:30 Eric Young's market overview and background02:17 First property in Marathon and initial lessons04:16 Market opportunities and value-add strategies09:35 Property renovation and adding bedrooms12:24 Cost analysis and value uplift15:08 Project management challenges in Marathon20:15 Local market nuances and regulations26:43 Building rights and permits in the Keys29:38 Tax depreciation strategies33:46 Closing remarks and key takeaways
Prior Session's Trade Execution Summary Grid: The Way is in training. — Miyamoto Musashi Receive TODAY's Trade Execution Summary Grid, our Complete Analysis & Predictions of Stocks, Bonds, Gold & Bitcoin by becoming a Patreon Member at any of our three levels of support: https://bit.ly/CWPatreonSupport Sign up at Trading View access my platform and charts: https://www.tradingview.com/?aff_id=136493 How to Set Up Our Three Time Frame Chart on TradingView: https://youtu.be/wLwTnrtAOTA I have opened my page to sharing. Find me on TradingView at Thom Goolsby. Here at Charting Wealth, we focus on the reality of price movement by following trends. We teach you a simple and effective method to read stock, ETF and crypto charts, keep your emotions in check and learn when to buy and when to sell. Charting is your road map to the market and the riches it can offer. Forget the hype you see and hear in the financial news media. They are selling products in print ads and commercials. Focus on what is real, no matter how hard it can be to believe! Otherwise, you become a sucker or worse, a slave, to the delusion someone else wants you to believe. Use the lessons we teach every day to accurately chart any stock, commodity, ETF and cryptocurrencies. We give you daily, real life lessons with the five ETFs we track: S&P 500, NASDAQ 100, 20-Year Treasury Bonds, Gold and Bitcoin. We have all the tools you need to learn how to trade. For subscribers, we have a GREAT TRAINING to SUPERCHARGE your practice trading: "Riding the Waves of Success: The Three Waves Trading Technique." If you are not a subscriber, become one! Subscribe for FREE to our daily market reviews & training at http://www.ChartingWealth.com We urge you to "Follow the charts, NOT the noise!" and want to help you follow the market and improve your knowledge of stock and ETF movements. Support our work at PATREON and receive GREAT benefits (training, gifts, etc...): https://www.patreon.com/user?u=14138154 Receive our STOCK ALERTS via TEXT when WEEKLY VERTICAL CROSSOVERS occur. Very valuable information! Less than 8 texts a month. Text "chartingwealth" to 33222 on your cell phone. At ChartingWealth.com, http://chartingwealth.com every day the market is open, we chart the S&P 500, NASDAQ 100, Gold & Bonds. In just a few short minutes, we give you a valuable training update and quickly review the trends we see taking place in the market. At the end of every week, we give you an overview of what happened over the last five days and what's on the calendar for the next trading week. DISCLAIMER: We offer NO advice and make NO claims to expertise of any kind. This site is dedicated to knowledge and education through our stock chart training, reviews and other information -- nothing more.
Mike Hoss, the voice of the Saints, joined Sports Talk. Hoss discussed Chris Olave's monster extension with New Orleans. Hoss also shared his observations from the start of the Saints' training camp practices.
The weather's influence on the market may be closing soon, according to Dan Hueber in Market Plus.
Send us Fan MailIn this bonus episode, Coyal Harrison shares updates on his podcast journey, insights into affiliate marketing, social media best practices, and upcoming events in Las Vegas for August. Discover how to leverage podcasting tools, grow your brand, and explore local activities.Visit Vegas Places:Taverna Costera - 1031 S Main St, Las Vegas, NV 89101 - http://www.tavernacostera.com/Cozy Affluence - 107 E Charleston Blvd Ste 125, Las Vegas, NV 89104 - https://www.cozyaffluence.com/Start creating business merchandise:Start offering merch for your business with Bonfire for FREE! Podcast start-up information:Click here to start recording your podcast on RiversideClick here to host your podcast on BuzzsproutPodfest & Podcast Movement information:Podfest Multimedia Expo Instagram Empowered Podcasting ticketsPodcast Movement InstagramPodcast Movement LinkTreeAffiliate marketing information for creators:Click here to become an Amazon InfluencerClick here to become a Travelpayouts creatorClick here to become a CJ Commission Junction creator Save on your next Vegas trip or travel destinationwww.visitvegasplaces.com - Shop & TravelLas Vegas August 2026 Events:Las Vegas Finest Upscale Marketplace1400 S Valley View Blvd, Las Vegas, NV 89102(Day Market on 8/1/2026 10-2PM) - (Night Market on 8/15/2026 6-9PM)702 Market themed events(Retro themed market - 8/15/2026)899 E Fremont St, Las Vegas, NV 89101(Alien themed market - 8/29/2026 - 5-10PM)1028 E Fremont St, Las Vegas, NV 89101Las Vegas TCG Exchange - LV local Card ShowBinion's Gambling Hall & Hotel Longhorn Room DTLV128 Fremont St, Las Vegas, NV 89101(18+Age 8/7/2026 2-10PM)(All Ages 8/8/2026 10-6PM)
Carlos Diez, CEO of MarketGrader, discusses the BFOR ETF and its strategy of tracking the equally weighted Barron's 400 Index. He explains how the fund offers broader market participation beyond a handful of mega-cap technology stocks, highlights its strength in industrials, and outlines its appeal for investors seeking diversified exposure to U.S. equities and the AI-driven growth trend.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Steve Bruce discusses the key questions facing investors following the latest earnings season and Fed meeting, including when AI spending will begin translating into meaningful returns. He highlights opportunities in U.S. small caps, commodities, and emerging markets, arguing that attractive valuations, inflation protection, and exposure to the global AI supply chain could help drive long-term performance despite ongoing geopolitical uncertainty.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
You had your chance and blew it, ladies! Smith is finally ENGAGED! The gang is back, celebrating the blessed event and spilling the details on where the hell they've been during their month away from the show. It's a reunion like no other so get comfy and share with a pal, please and thank you.
Prior Session's Trade Execution Summary Grid: The Way is in training. — Miyamoto Musashi Receive TODAY's Trade Execution Summary Grid, our Complete Analysis & Predictions of Stocks, Bonds, Gold & Bitcoin by becoming a Patreon Member at any of our three levels of support: https://bit.ly/CWPatreonSupport Sign up at Trading View access my platform and charts: https://www.tradingview.com/?aff_id=136493 How to Set Up Our Three Time Frame Chart on TradingView: https://youtu.be/wLwTnrtAOTA I have opened my page to sharing. Find me on TradingView at Thom Goolsby. Here at Charting Wealth, we focus on the reality of price movement by following trends. We teach you a simple and effective method to read stock, ETF and crypto charts, keep your emotions in check and learn when to buy and when to sell. Charting is your road map to the market and the riches it can offer. Forget the hype you see and hear in the financial news media. They are selling products in print ads and commercials. Focus on what is real, no matter how hard it can be to believe! Otherwise, you become a sucker or worse, a slave, to the delusion someone else wants you to believe. Use the lessons we teach every day to accurately chart any stock, commodity, ETF and cryptocurrencies. We give you daily, real life lessons with the five ETFs we track: S&P 500, NASDAQ 100, 20-Year Treasury Bonds, Gold and Bitcoin. We have all the tools you need to learn how to trade. For subscribers, we have a GREAT TRAINING to SUPERCHARGE your practice trading: "Riding the Waves of Success: The Three Waves Trading Technique." If you are not a subscriber, become one! Subscribe for FREE to our daily market reviews & training at http://www.ChartingWealth.com We urge you to "Follow the charts, NOT the noise!" and want to help you follow the market and improve your knowledge of stock and ETF movements. Support our work at PATREON and receive GREAT benefits (training, gifts, etc...): https://www.patreon.com/user?u=14138154 Receive our STOCK ALERTS via TEXT when WEEKLY VERTICAL CROSSOVERS occur. Very valuable information! Less than 8 texts a month. Text "chartingwealth" to 33222 on your cell phone. At ChartingWealth.com, http://chartingwealth.com every day the market is open, we chart the S&P 500, NASDAQ 100, Gold & Bonds. In just a few short minutes, we give you a valuable training update and quickly review the trends we see taking place in the market. At the end of every week, we give you an overview of what happened over the last five days and what's on the calendar for the next trading week. DISCLAIMER: We offer NO advice and make NO claims to expertise of any kind. This site is dedicated to knowledge and education through our stock chart training, reviews and other information -- nothing more.
Grain Market Waiting for the Next Reports Will We See a Change in the Weather Pattern? Canola Breeder Meetings 00:01:05 – Grain Market Waiting for the Next Reports: A grain market update from K-State grain economist Daniel O'Brien begins today's show. He discusses a surprise in the grain sorghum numbers and how strong ethanol prices have helped corn while also chatting about wheat and soybeans. Daniel on AgManager.info 00:12:05 – Will We See a Change in the Weather Pattern?: Keeping the show rolling is K-State meteorologist Chip Redmond as he explains the recent hot and humid weather we've been experiencing and if it is in the forecast. Mesonet.ksu.edu 00:23:05 – Canola Breeder Meetings: Mike Stamm, K-State canola breeder, wraps the show highlighting a few upcoming canola meetings for growers or potential growers to learn and share about the crop. Scoular.com/canolaMVP August 4 Meeting Canola Meeting Flyer Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu. Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast. K‑State Extension is a short name for the Kansas State University Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices statewide. Its headquarters is on the K‑State campus in Manhattan. For more information, visit Extension.ksu.edu. K-State Extension is an equal opportunity provider and employer.
In this special compilation episode of Espace Montréal, host Axel Monsaingeon brings together some of the most valuable insights from previous conversations with Mark Sinnett, Jason Ansel, Patrick Laurin, and Alex Sills. Together, these commercial real estate leaders explore where Montreal's market stands today, how institutional capital is reacting to today's economic environment, why office demand may be entering a new phase of growth, how workplace technology is helping companies adapt, and where experienced investors see the greatest opportunities in the years ahead. Whether you're an investor, developer, broker, owner, or business leader, this episode provides a practical overview of the forces shaping the future of commercial real estate in Quebec. This episode is sponsored by ClickSpace. Click Space is redefining the future of office space in Montreal with turnkey offices, storage, 3PL, conference rooms, lounges, and niche communities for ecommerce entrepreneurs, women entrepreneurs, and AI-focused businesses. Spaces start at just $550/month, and paid referral partnerships are available for brokers. Learn more: https://clickspace.ca/ Get in touch: margaux@avenirproperties.ca Topics and timestamps
MacroVoices Erik Townsend & Patrick Ceresna welcome, Jim Bianco. They will discuss this weeks FOMC meeting. https://bit.ly/4wz7e16 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX
On this weeks episode, Large, Spider, and Quigs, and Moonhead breakdown this last weekend in NASCAR at Indianapolis and discuss what's to come this next week in Iowa. Corey Heim joins the show to breakdown his thoughts for the rest of the season. Thanks for watching! Huge thank you to our sponsors: BODYARMOR: Work hard and hydrate hard with BODYARMOR Flash I.V. Grab it at 7-Eleven CUERVO: From the first lap till the checkered flag, there's only one choice. Keep It Cuervo. SHADY RAYS: Go to http://shadyrays.com and use code RUBBIN for 50% off 2+ pairs of polarized sunglasses. BLUECHEW: Visit https://BlueChew.com for more details and important safety information. DRAFTKINGS: GAMBLING PROBLEM? CALL 1-800-GAMBLER or 1-800-MY-RESET, 800-327-5050/visit gamblinghelplinema.org (MA). Call 888-789-7777/visit ccpg.org (CT), mdgamblinghelp.org (MD), 800-981-0023 (PR). Wagering offered by DK Sportsbook: 21+. Present in most states. (18+ DC/NH/PR/WY). Void in CAN. On behalf of Boot Hill Casino (KS). Pass-thru of per wager tax may apply in IL. Event Trading offered by DraftKings Predictions, CFTC-registered: 18+. Trading involves risk of loss. Market availability varies. General: 1 per new DraftKings customer. $5+ deposit req. Trade $5 get $150 Prediction Dollars (1-year expiry); or bet $5 get $150 in Bonus Bets (7-day expiry and stake removed from payout). Rewards issued in $50 increments every 7 days via click-to-claim for 14 days. Predictions Dollars click-to-claims expire 7 days after issuance. Rewards are non-withdrawable. 7 days = 168hrs. Predictions offer void in NY. Terms: dkng.co/offer. Ends 8/23/26 at 11:59 PM ET. Sponsored by DK.
Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressures, not weakening fundamentals.Read more insights from Morgan Stanley.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Thematic and Sustainability Research.Today: Are investors misreading the AI infrastructure selloff?It's Thursday, July 30th, at 10am in New York.The recent selloff in AI infrastructure stocks has raised a familiar question: Is the buildout running ahead of real demand? The market is pulling back and we think that reflects profit-taking, crowded positioning, and forced selling by investors. This is not about weaker fundamentals. But the selloff has brought to light three key concerns, which we think the market is overplaying.The first concern is how much enterprises are willing to pay for AI. The median enterprise employee currently generates less than $11 a month in token spending. That's the fee paid when an AI model processes a request and generates a response.We think there is room for that to increase. From the employer's perspective the economics are compelling. Across workplace applications, the cost to execute the economic task would be $2-$5. And that could save an enterprise $55. That to us suggests companies are likely to spend more, not less, on AI over time.The second debate centers on efficient models, including competitive models developed in China. And here, policy responses both from the U.S. and China can have an impact as well. Some investors worry that better efficiency means less computing demand. But we see the opposite risk. This is a classic example of Jevons paradox: When something becomes cheaper or more efficient to use, people use more of it. In AI, lower costs can attract more users, encourage more frequent use, and make complicated applications more economical. The scale is striking. Industry leaders estimate that compute demand could double every six months, which would amount to more than a thousand-fold increase in compute over five years. Hyperscalers could quadruple available power capacity to roughly 120 gigawatts by 2028, from about 30 gigawatts in 2025.And that leads to the third debate – whether data centers can secure enough power to keep expanding. It's a valid concern. In the U.S., facilities under construction and contracted grid capacity cover about 30 gigawatts. That's less than half the 68 gigawatts of power that data centers are likely to need from 2026 through 2028. Grid connections can take five to seven years in some regions. Skilled electricians, welders, and pipefitters are in short supply. And local opposition is increasing as communities debate electricity bills, tax incentives, and who should pay for grid upgrades.These are real obstacles, but we view them as delays rather than dead ends. Onsite generation, fuel cells, energy storage, natural gas turbines, and the conversion of existing high-power sites could close the gap, at least partially.We believe much of the recent weakness in AI infrastructure has been driven by technical factors rather than a change in the underlying fundamentals. As AI becomes more capable and cheaper to use, demand for intelligence, compute, and power is likely to keep rising. The global market is fragmented as policy decisions in the U.S. and China shape how growth unfolds. But strong economics should support continued investment.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
In this episode of Ask a Nutritionist, registered dietitian Brandy Buro shares practical tips for shopping your local farmers market with confidence. Learn how to choose the freshest produce, what questions to ask local farmers, when organic matters most, and simple strategies to stretch your grocery budget while bringing home nutritious, seasonal foods your family will love.
A majority of states are demanding more regulation of the billion-dollar prediction market industry, while federal regulators have sided with the companies in their lawsuits against state regulation laws. MS NOW's Ali Velshi shares the latest. Then, men are more scarce in HEAL careers, short for health care, education, administration, and literacy, than women are in STEM. Darby Saxbe argues that the best way to improve prestige and pay for the women in these fields is to get more men into them, and she points to the history of computing as an example. And, cannabis has become a popular sleep aid, but while THC — one of its main active ingredients — has been shown to induce drowsiness and sleep, research shows cannabis may actually make sleep quality worse. University of Calgary neuroscientist Matthew Hill tells us about the interaction between cannabinoids, sleep and stress.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
AGENDA: 05:00 Jensen's Open-Weights Letter Puts Anthropic on an Island 10:00 OpenAI's Model Targets Hugging Face in a Cyber-Security Scare 18:00 America's Open-Model Push Accelerates as China Looms Large 30:00 Etched Raises $300M to Take on Nvidia 34:00 Google Cloud Grows 82%—So Why Did the Market Panic? 41:00 Travis Kalanick Raises $1.7B for Atoms and Physical AI 51:00 Francisco Partners Raises $21B: Can Private Equity Still Save SaaS? 1:00:00 Mark Pincus Says Quit When It's Too Hard—Jason Lemkin Erupts 1:07:00 Stripe vs Revolut: Which $100B+ Fintech Would You Own?
Investing in America: The Rise Of A 250-Year Bull Market by Meb Faber: https://amzn.to/3RY7mrSValue: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P.────────────────────── VALUE OPTIONS LETTER Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.Every idea reviewed and approved by an analyst before it hits your inbox.valueoptionsletter.com/subscribe──────────────────────See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Money Making Conversations Master Class with Rushion McDonald is America's premier entrepreneurship, business leadership, financial literacy, and wealth-building podcast featuring successful entrepreneurs, executives, founders, celebrities, and industry experts sharing actionable insights for professional and financial success. Business Podcast Entrepreneurship Small Business Business Growth Financial Literacy Wealth Building Black Entrepreneurs Minority Business Leadership Executive Leadership Business Funding Marketing Strategies Personal Development Startup Advice Sales Training CEO Interviews Founder Stories Professional Development Economic Empowerment Business Success Networking Brand Building Innovation How to start a business Small business funding Entrepreneur success stories Business leadership podcast Wealth building strategies Black entrepreneur podcast Minority business development Marketing for small businesses Business growth strategies Startup funding opportunities Executive leadership training Financial literacy education Success mindset podcast Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Todd Kroupa.
Scott Wapner and the Investment Committee discuss the tech rebound as Microsoft and momentum get a big bounce, plus they debate the setup on Apple. The experts detail their latest portfolio moves. Josh Brown talks about his Best Stocks in the Market. The desk debates some of the day's biggest stock movers. Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.