Podcasts about Market

(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Bill Ackman: https://x.com/BillAckman Apply for Summit 2026: ⁠https://allin.com/events⁠ Follow the besties: ⁠https://x.com/chamath⁠ ⁠https://x.com/Jason⁠ ⁠https://x.com/DavidSacks⁠ ⁠https://x.com/friedberg⁠ Follow on X: ⁠https://x.com/theallinpod⁠ Follow on Instagram: ⁠https://www.instagram.com/theallinpod⁠ Follow on TikTok: ⁠https://www.tiktok.com/@theallinpod⁠ Follow on LinkedIn: ⁠https://www.linkedin.com/company/allinpod⁠ Intro Music Credit: ⁠https://rb.gy/tppkzl⁠ ⁠https://x.com/yung_spielburg

On today's Free Swim we get into how some of our favorite childhood shows are still funny today. We then get into Eddie's strange life outside of work and his underground 2v2 basketball tournaments he has been running and more. SUPPORT THE SHOW: BlueChew - Don't let your mind get in the way of a good time. Discover your options at BlueChew.com Reese's - Reese's. The Official Candy Partner of Barstool Sports. GET YOURS AT https://www.hersheyland.com/reeses Chicagoland Chevy Dealers - Head to your local Chevy Dealer and learn more about what your next ride could be today. DraftKings - GAMBLING PROBLEM? CALL 1-800-GAMBLER or 1-800-MY-RESET, 800-327-5050/visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). 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/KY/NH/PR/WY). Void in ONT. On behalf of Boothill 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. Predictions offer void in NY. General: 1 per new DraftKings customer. $5+ deposit req. Trade $5, get $200 Prediction Dollars (1-year expiry) issued as $50 increments every 7 days via click-to-claim for 21 days; or bet $5, get $200 Bonus Bets instantly (7-day expiry and stake removed from payout). 7 days = 168hrs. Rewards are non-withdrawable. Terms: dkng.co/offer. Ends 6/28/26 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/thedogwalk

Air Date: 6–3-2026 Today we examine the AI industry's economic house of cards, the ideology Silicon Valley uses to sell a broken product, and the very real human costs being paid by workers, the lonely, and communities bulldozed for data centers nobody asked for. Direct Download Full Show Notes Transcript Be part of the show! Leave a voice message, message us on Signal at the handle bestoftheleft.01, or email Jay@BestOfTheLeft.com BestOfTheLeft.com/Support (Members Get Bonus Shows + No Ads!) Use our links to shop Bookshop.org and Libro.fm for a non-evil book and audiobook purchasing experience! Join our Discord community! TOP TAKES KP 1: The AI Backlash Just Got VERY Public - House of El - AI - Air Date 5-24-26 KP 2: The AI Industry Is Losing - Better Offline - Air Date 5-26-26 KP 3: The Aesthetic Pipeline to Techno-Fascism - Alice Cappelle - Air Date 5-27-26 KP 4: Joe Rogan Accidentally Exposed AI in Four Words - Mo Bitar - Air Date 5-22-26 KP 5: How AI Companions Are Destroying Human Intimacy | Angela Ivy Leong | TEDxWest Vancouver - TEDx Talks - Air Date 1-14-26 KP 6: Astra Taylor on AI Data Center Resistance & Fighting "Billionaire Big Tech Agenda"- Democracy Now! - Air Date 5-13-26 (00:51:20) NOTE FROM THE EDITOR AI Is a Drug and We're All Self-Medicating My commentaries on YouTube - Share them! DEEPER DIVES (01:09:29) SECTION A: THE BUBBLE ECONOMICS A1: Will SpaceX and OpenAI Starve the Market? - UNFTR Media - Air Date 5-26-26 A2: Karen Hao: AI Creating a DESPERATE BASE OF WORKERS with No Full-time Employment - Channel 4 News - Air Date 5-22-26 A3: AI and Cancer: Why Superintelligence Won't Get Us to a Cure - Your Undivided Attention - Air Date 4-30-26 (01:37:24) SECTION B: IDEOLOGY OF THE TECH ELITE B1: The Left Doesn't Hate Technology with Gita Jackson - Tech Won't Save Us - Air Date 3-12-26 B2: Why We Should Care About the Pope's AI Crusade - The Tech Report - Air Date 5-26-26 B3: The UK Government's AI Obsession Is a Big Risk with Will Dunn - Tech Won't Save Us - Air Date 5-14-26 B4: Maybe It's a Bad Idea To Put Elon Musk, Mark Zuckerberg, and Sam Altman In Charge of AI - Some More News - Air Date 5-23-26 B5: Have We Trained AI to Lie to Itself — And to Us? - Your Undivided Attention - Air Date 4-16-26 (02:21:29) SECTION C: THE HUMAN COST C1: Why AI Friends Will Never Work - The Upgrade with Makai Allbert - Air Date 5-25-26 C2: Richard Dawkins Fell for a Chatbot - Steve Shives - Air Date 5-4-26 C3: She Spent 12 Years Fighting Amazon. Now She Wants to Cut the Power to AI. - For Humanity: An AI Risk Podcast - Air Date 5-2-26 C4: There Is No Such Thing as AI Art ♥️ - Matt Bernstein - Air Date 5-22-26 (02:50:10) SECTION D: RESISTANCE & HOW TO FIGHT BACK D1: How to Talk About AI Risk Without Scaring People Away (With Philip Trippenbach) | For Humanity 82 - For Humanity: An AI Risk Podcast - Air Date 3-28-26 D2: Why AI Doom Content Is Everywhere- Taylor Lorenz - Air Date 5-27-26 D3: How to Talk About AI Risk Without Scaring People Away (With Philip Trippenbach) | For Humanity 82 - For Humanity: An AI Risk Podcast - Air Date 3-28-26 D4: Those Graduation Speakers Getting Booed Right Now - Man Carrying Thing - Air Date 5-23-26   Produced by Jay! Tomlinson Visit us at BestOfTheLeft.com Listen Anywhere! BestOfTheLeft.com/Listen Listen Anywhere! Follow BotL: Bluesky | Mastodon | Threads | X Like at Facebook.com/BestOfTheLeft Contact me directly at Jay@BestOfTheLeft.com

Time Codes: 00:00:18 Welcome back 00:01:30 Tate & JWill's Adventures 00:14:08 Softball Championship 00:18:41 barstool mintzy 00:23:02 Chet v Wemby 00:34:37 Spurs in the ship 00:38:51 Internet Invitational 00:41:44 Pops Moments 00:44:05 finals preview 00:57:24 new tanking DraftKIngs: GAMBLING PROBLEM? CALL 1-800-GAMBLER or 1-800-MY-RESET, 800-327-5050/visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). 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/KY/NH/PR/WY). Void in ONT. On behalf of Boothill 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. Predictions offer void in NY. General: 1 per new DraftKings customer. $5+ deposit req. Trade $5, get $200 Prediction Dollars (1-year expiry) issued as $50 increments every 7 days via click-to-claim for 21 days; or bet $5, get $200 Bonus Bets instantly (7-day expiry and stake removed from payout). 7 days = 168hrs. Rewards are non-withdrawable. Terms: dkng.co/offer. Ends 6/28/26 at 11:59 PM ET. Sponsored by DK. DraftKings: GAMBLING PROBLEM? CALL 1-800-GAMBLER or 1-800-MY-RESET, (800) 327-5050 or visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). Please Gamble Responsibly. 888-789-7777/visit ccpg.org (CT), or visit www.mdgamblinghelp.org (MD), 1-800-981-0023 (PR).  21+ and present in most states. (18+ DC/KY/NH/PR/WY). Void in ONT. Eligibility restrictions apply. On behalf of Boot Hill Casino (KS). Pass-thru of per wager tax may apply in IL. Opt-in req. 1 Profit Boost Token issued per customer per day, valid only for NBA Playoff bets. Bet restrictions apply and vary when offered (e.g. type, legs req. min. odds req.). Max. bet and Boost amount vary. Tokens are single-use and expire at the end of the last NBA game each day when offered. Must select token BEFORE placing bet. Boost only applies to winnings. Terms: sportsbook.draftkings.com/promos. Sponsored by DK. TopStep: Topstep: https://go.Topstep.com/Hoopin code BARSTOOL for 30% off your first No Activation Fee Trading Combine today. *Offer expires July 13, 2026 at 11:59 PM CT. See terms and conditions at www.topstep.com/barstool. Offer valid on one (1) No Activation Fee Trading Combine® of any size. Offer valid on the initial payment of Trading Combine only. U.S. Traders only. Subsequent rebills for each account will be at the standard price of the account purchased. Commodity Trading involves risk of loss and is not suitable for all individualsYou 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/patbevpod

There's a huge divergence going on that could take the market with it. Today we focus on the growing market uncertainty driven by a potential SpaceX IPO, geopolitical conflict in the Middle East, and increasingly narrow market leadership. We also reviewed the strong earnings season and the role of AI-driven semiconductor stocks in powering most of the market's gains; many other sectors have largely moved sideways despite headline index strength. We also cover the inflationary impact of higher oil prices, the effects of the ongoing Middle East conflict on commodities and global supply chains, central bank gold sales, bond market volatility, interest rate trends, and why investors should focus on risk management, sector rotation, and underlying market conditions rather than simply following index performance. We discuss...  The potential SpaceX IPO, its massive valuation, and concerns about how quickly it could be added to major market indexes. Why investors should avoid FOMO and be cautious when buying newly public companies. How private markets are capturing more growth before companies ever reach public investors. How most stock market gains this year have come from a narrow group of technology and semiconductor companies. The sector performance across technology, financials, energy, healthcare, consumer stocks, and utilities. The ongoing Middle East conflict and its impact on oil prices, inflation, and global supply chains. Why oil prices affect everything from transportation and food costs to plastics and manufacturing. The market values of gold, silver, and major technology companies. Treasury yields, bond market volatility, and the importance of monitoring interest rate trends. The yield curve and what its normalization could signal for the economy and financial markets. Mortgage rate trends and the challenges higher borrowing costs create for housing. How excess liquidity is flowing into a small number of market sectors rather than the broader market. Looking beyond headline index returns to understand what is actually driving market performance. Scenario-based investing and the importance of preparing for both inflationary and disinflationary outcomes. Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/huge-divergence-821 

Send us Fan MailNicholas Bennet of Watch Collecting and Daniel Somlo of Somlo London discuss the pre-owned market and the various challenges and opportunities faced by both of their businesses.The Real Time Show is an official media supporter of London Watch Week. Learn more with a new episode every day throughout the event, which runs from June 2nd until June 6th.Follow the hosts on Instagram @alonbenjoseph, @scarlintheshire, @davaucher, @vukradic, and @robnudds.Thanks to @skillymusic for the theme tune.

SUMMARY: After the first successful AI IPO of 2026, we dig into what makes the Cerebras WSE architecture unique in the market for fast inference. GUEST: Andy Hock, at Chief Strategy Officer at Cerebras AISHOW: 1033SHOW TRANSCRIPT: The Enterprise AI Show #1033 TranscriptSHOW VIDEO: https://youtu.be/ed2nVbOtZiASHOW SPONSORS:OutShift - “Scaling Out Superintelligence”  The Internet of Cognition architectureShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!Nasuni - Activate your data for AI and request a demoSHOW NOTES:OpenAI announces 750MW partnership with CerebrasCerebras and AWS partnershipCerebras announces IPOTopic 1 - Welcome to the show. Tell us about your background, and what you focus on today. Topic 2 - For anyone that's not familiar with Cerebras, give us an overview of the company, and especially an overview on the Cerebras technologies (e.g. Wafer-Scale Engine).Topic 3 - Cerebras' WSE architecture is different from many of the GPU or GPU-like architectures in the market today. Centralized vs. distributed architectures always have their tradeoffs. Walk us through the technical and economic value of the Cerebras architecture.Topic 4 - Congratulations on the recent IPO (raised $5.55B). Let's use that as a point in time vs the previous planned IPO. How has the market changed in that timeframe, and how has the Cerebras position changed? Topic 5 - Cerebras (today) offer both WSE hardware, and Cerebras Cloud (API) - very different GTM paths. Can we expect both of those to stay top priorities, or have the market dynamics shifted such that the priorities shift more towards the WSE business - as we're seeing OpenAI, AWS and other engagements announced?Topic 6 - Is Cerebras a training and inference company, or are the economics of inference significantly different enough that it needs to be the sole focus of the company (for now)? Topic 7 - How much effort is it for any company to add support for the Cerebras chips if they have previously been using other architectures?Topic 8 - An IPO is a major milestone for any company, but the markets will now look for your future story. How do you see the AI market evolving over the next 2-5 years, and what are some things that people aren't understanding yet about how it will evolve?FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

DraftKings: GAMBLING PROBLEM? CALL 1-800-GAMBLER or 1-800-MY-RESET, 800-327-5050/visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). 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/KY/NH/PR/WY). Void in ONT. On behalf of Boothill 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. Predictions offer void in NY. General: 1 per new DraftKings customer. $5+ deposit req. Trade $5, get $200 Prediction Dollars (1-year expiry) issued as $50 increments every 7 days via click-to-claim for 21 days; or bet $5, get $200 Bonus Bets instantly (7-day expiry and stake removed from payout). 7 days = 168hrs. Rewards are non-withdrawable. Terms: dkng.co/offer. Ends 6/28/26 at 11:59 PM ET. Sponsored by DK. Tempo Meals: Go to https://Tempo Meals.com/BOYDAD for 60% off your first box! Shady Rays: Go to http://shadyrays.com and use code DAD for 50% off 2+ pairs of polarized sunglasses. -- Follow us on our socials: https://linktr.ee/sonofaboydad -- Merch: https://store.barstoolsports.com/collections/son-of-a-boy-dad -- SUBSCRIBE TO THE YOUTUBE #SonOfABoyDad #BarstoolSportsYou 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/sonofaboydad

This week on Market Mondays, we break down Anthropic's IPO plans, record-high market valuations, ARM's rise, Micron's massive run, IBM's comeback, and what could trigger the next great buying opportunity in the stock market.We also discuss Trump's impact on the markets, Michael Saylor's Bitcoin strategy, new IPO rule changes, potential opportunities in HPE and IBM, and answer your questions on stocks, ETFs, trading, and portfolio management.Plus, we share advice for graduating students, the best ways to invest in yourself, and close with our popular Yes or No segment.#MarketMondays #Investing #StockMarket #Bitcoin #Nvidia #ARM #Micron #IBM #Anthropic #Trading #Finance #EYL #EarnYourLeisure #WealthBuilding #StocksAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

JJ introduces a brand new metric that utilizes average draft position, and he talks through a handful of players it likes and doesn't like here in 2026. Make sure to check out LateRound.com to pre-order the 2026 Draft Guide. And while you're there, become a member! The new Members Hub is the place for rankings and tiers, data dumps, and more.See omnystudio.com/listener for privacy information.

If you're posting every day, announcing availability, and still hearing crickets, this episode might explain why. The truth is, most photographers treat social media like a billboard when what their clients really want is a relationship. If you're tired of chasing likes that never turn into bookings, this conversation will change how you show up online. In this episode, Sarah Petty breaks down why "now booking" posts often push premium clients away and shares the mindset shift that helps photographers attract the right people without feeling salesy. You'll learn how to use social media as a connection tool, stay top of mind during life's milestone moments, and create content that builds trust instead of desperation. • Why premium buyers respond to relationships, not repeated sales posts • Sarah's simple HYPE framework for creating content that connects and converts • How listening to your audience can lead to bookings faster than chasing engagement metrics If social media feels exhausting, confusing, or like a never-ending hamster wheel, you're not alone. This episode offers a refreshing reminder that the goal isn't to go viral. It's to build genuine relationships that lead to meaningful, profitable work. Press play and discover a smarter way to show up online. RESOURCES:  Photography Business Tools to Get Started 37 CLIENTS WHO CAN HIRE YOU TODAY https://info.photographybusinessinstitute.com/37-clients-optin   INSTAGRAM – DM me "Conversation Starters" for some genuine ways to strike up a conversation about your photography business wherever you are. https://www.instagram.com/sarah.petty   FREE COPY: NEW YORK TIMES BEST SELLING BOOK FOR PHOTOGRAPHERS www.photographybusinessinstitute.com/freebook    BOUTIQUE BREAKTHROUGH – 8-WEEK WORKSHOP www.photographybusinessinstitute.com/boutiquebreakthrough   FREE FACEBOOK GROUP: Join and get my free mini-class: How I earned $1,500 per client working 16 hours a week by becoming a boutique photographer. https://www.facebook.com/groups/ditchthedigitals    YOUTUBE: Check out my latest how to videos:  https://www.youtube.com/photographybusinessinstitute   LOVE THE SHOW? Subscribe & Review on Apple Podcasts https://podcasts.apple.com/us/podcast/worth-every-penny-joycast/id1513676756

For the first time in Pitchfork Economics history, Nick Hanauer is on the other side of the mic. Goldy and Paul sit down with Nick to discuss Market Humanism: the emerging economic paradigm he and Eric Beinhocker believe can replace the trickle-down ideas that have shaped American policymaking for the past 50 years. Why have wages stagnated while inequality soared? Why does conventional economics treat policies that help ordinary people as threats to growth? And what changes when we recognize that markets are human-built institutions—not forces of nature? The conversation exposes the failures of the old economic model, how power shapes who gets what and why, and why a fairer economy is also a more prosperous one. Nick Hanauer is a Seattle-based entrepreneur, venture capitalist, and civic leader dedicated to building a more inclusive and sustainable economy. He is the founder of Civic Ventures, a public policy incubator, and co-host of the podcast Pitchfork Economics. A leading voice for “middle-out” economics, his commentary has appeared in The Atlantic, Politico, Bloomberg, and The New York Times. He is the author of The Gardens of Democracy , The True Patriot, and a frequent advocate for policies that put working people at the center of economic growth. Social Media: @nickhanauer.bsky.social @NickHanauer Further reading:  Democracy Journal - Market Humanism: A New Paradigm for a New Era The Atlantic - The Economic Experiment That Upended Reality Markets Built for Humans - A Guide for Policy Professionals to the New Economics The Gardens of Democracy The True Patriot Corporate Bullsh*t: Exposing the Lies and Half-Truths That Protect Profit, Power, and Wealth in America Website: http://pitchforkeconomics.com Facebook: Pitchfork Economics Podcast Bluesky: @pitchforkeconomics.bsky.social Instagram: @pitchforkeconomics Threads: pitchforkeconomics TikTok: @pitchfork_econ YouTube: @pitchforkeconomics LinkedIn: Pitchfork Economics Twitter: @PitchforkEcon, @NickHanauer Substack: ⁠The Pitch⁠

Our Global Head of Fixed Income Research Andrew Sheets takes a closer look at potential investment paths when markets appear increasingly synchronized around a few macro themes.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today, how to square a market that is both highly correlated, and highly divergent, at the same time. It's Tuesday, June 2nd, at 3pm London. A market of one. That may be a way that you hear investing described these days, and strictly speaking, it's accurate. Stocks and bonds, the two big asset classes that form the bulk of most investors' portfolios, are moving in unusual lockstep. Stocks are rising when yields fall, and vice versa, with the most consistency in over 20 years. And both, perhaps unsurprisingly, are moving in close relationship with the price of oil. At this point, it all seems pretty clear. The Iran conflict is a big deal for markets, representing the largest disruption to global energy supply in history. Of course, stocks and bonds, and oil are all moving together based on the perception of how this enormous issue resolves. In doing so, they suggest that the conflict still remains quite important, even as markets appear quite strong. Just as we can measure the extent to which stocks, bonds, and commodity prices move together, we can also track how individual stocks move relative to each other. And so, are stocks also rising and falling together like we see with these big asset classes? No. In fact, without exaggeration, it is the complete opposite. There are a few ways to measure how the individual stocks within, say, the S&P 500, are moving relative to one another. But all of them say the same thing. Day to day, stocks are moving with unusual dispersion and independence. At the same time that the relationship between stocks and bonds is the tightest in over 20 years, the relationship between stocks within the S&P 500 – to each other – is the lowest. If Iran is the factor driving the tight linkage that we discussed between stocks and bonds, Artificial Intelligence may be the culprit behind the opposite effect when we get down into individual companies. The perception that some companies will be incredible beneficiaries of AI, while others will be left behind, would explain at least part of the divergent performance. And so would an attention gap; with so much focus and positioning in AI sensitive names, other parts of the market can quickly feel forgotten, and thus move more independently. Indeed, while the S&P 500 is back near all-time highs, the market's advance-decline line, a measure of how many stocks are going up versus going down, is lower than where it was in late February or mid-April. We see a few implications to all of this. First, while stocks and bonds are closely linked for the moment, we think that this correlation would flip under more significant energy market stress. Were the price of oil to spike to our Commodity team's bear case, of $130-$150/bbl, we think yields would start to fall as the market would turn more concerned about the effect of all of this on growth. So, while the diversification of bonds has been disappointing so far, we do think that it will improve and materialize when it really matters. In equities, this dispersion means that stock selection can allow one to stand out from the overall market. Indeed if one considers themselves a stock picker, low correlation between stocks is exactly the market that you would hope to have. And it also means that many individual names may not be as heady as the broad market levels would imply. As discussed on this program recently, my colleague Mike Wilson and our U.S. Equity Strategy team expects U.S. stock performance to broaden out from here. Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. Also tell a friend or colleague about us today.

There is growing demand for time with GPUs, the chips that power artificial intelligence. AI companies need those chips in order to keep their models up and running. And to do that, they can reserve time with a GPU. Now, there's interest from Wall Street in creating a futures market for this AI compute time, essentially treating it like a commodity. Marketplace's Stephanie Hughes spoke with Liz Hoffman, business and finance editor at Semafor and host of the “Compound Interest” podcast, who recently wrote about this.

There is growing demand for time with GPUs, the chips that power artificial intelligence. AI companies need those chips in order to keep their models up and running. And to do that, they can reserve time with a GPU. Now, there's interest from Wall Street in creating a futures market for this AI compute time, essentially treating it like a commodity. Marketplace's Stephanie Hughes spoke with Liz Hoffman, business and finance editor at Semafor and host of the “Compound Interest” podcast, who recently wrote about this.

Sign the petition: https://www.change.org/p/give-mister-ed-his-rightful-spot-on-the-hollywood-walk-of-fame?source_location=psf_petitions Bobbleheads: https://store.barstoolsports.com/products/mostly-sports-bobblehead-ii?variant=42353493114977 Mark Titus and Brandon Walker talking sports... mostly. Thanks to our sponsors: DraftKings: GAMBLING PROBLEM? CALL 1-800-GAMBLER or 1-800-MY-RESET, 800-327-5050/visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). 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/KY/NH/PR/WY). Void in ONT. On behalf of Boothill 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. Predictions offer void in NY. General: 1 per new DraftKings customer. $5+ deposit req. Trade $5, get $200 Prediction Dollars (1-year expiry) issued as $50 increments every 7 days via click-to-claim for 21 days; or bet $5, get $200 Bonus Bets instantly (7-day expiry and stake removed from payout). 7 days = 168hrs. Rewards are non-withdrawable. Terms: dkng.co/offer. Ends 6/28/26 at 11:59 PM ET. Sponsored by DK. Quo: Try QUO for free PLUS get 20% off your first 6 months when you go to https://Quo.com/MOSTLY Sport Clips: Show up with style with Sport Clips. Check in online today. https://www.sportclips.com/national/rawlings-playmaker-scents?utm_source=barstool&utm_medium=paid&utm_campaign=window2 Paramount+: Watch UFC Freedom 250 at the White House LIVE on June 14, only on Paramount Plus. Mountain Dew: Enjoy the refreshing citrus kick of Mountain Dew: an American Original. Grab a Dew. Tasting Great Since 48. TopStep Trader: Topstep: https://go.Topstep.com/Mostly code BARSTOOL for 30% off your first No Activation Fee Trading Combine today. *Offer expires July 13, 2026 at 11:59 PM CT. See terms and conditions at www.topstep.com/barstool. Offer valid on one (1) No Activation Fee Trading Combine® of any size. Offer valid on the initial payment of Trading Combine only. U.S. Traders only. Subsequent rebills for each account will be at the standard price of the account purchased. Commodity Trading involves risk of loss and is not suitable for all individuals Subscribe on YouTube: https://www.youtube.com/@MostlySportsTitusandWalker?sub_confirmation=1. Follow Mostly Sports on Twitter: https://twitter.com/MostlySports Follow Mark on Twitter: https://twitter.com/clubtrillion Follow Brandon on Twitter: https://twitter.com/bfw Follow Mostly Sports on Instagram: https://www.instagram.com/mostlysportsshow/ Follow Mark on Instagram: https://www.instagram.com/marktheshark34/ Follow Brandon on Instagram: https://www.instagram.com/bwalkersec/ Follow Mostly Sports on TikTok: https://www.tiktok.com/@mostlysportsshow?lang=en Follow Brandon on TikTok: https://www.tiktok.com/@brandonfwalker?lang=en Follow Mark on TikTok: https://www.tiktok.com/@marktituspod?lang=en

Struggling with rising grocery prices while your garden overproduces? In this episode, you'll learn practical ways to turn extra vegetables into extra income without becoming a full-time farmer. We cover backyard garden side hustles, CSA boxes, value-added products, and high-value crops for small-space gardeners. Dirt Academy Kids: https://www.dirtacademykids.com/JWJLearn how to garden alongside your kids with step-by-step lessons and hands-on activities designed for families and homeschoolers. Use promo code JWJ for a discount. If you've ever looked at your overflowing tomato plants or too many cucumbers and wondered if your garden could actually help pay for itself, this episode is for you. Market farmer Luke Hammond joins me to share realistic ways home gardeners can earn extra income from the space they already have. We talk through practical examples for small raised-bed gardens, easy ways to find buyers without committing to a farmers market, and how to think strategically about succession planting and high-value crops. Whether you want a simple side hustle or just enough to offset grocery costs, this conversation will help you think differently about your garden. Key Takeaways Learn how one raised bed can produce surprising value Discover simple ways to sell produce without a farmers market Find out which crops offer the best return in small spaces Understand how succession planting supports steady harvests Explore value-added products like pickles, herbs, and jams Chapters 00:00 – Can a backyard garden make money? 03:33 – What one raised bed can earn 07:27 – Growing lettuce through summer heat 10:28 – Best high-value garden crops 13:07 – Easy ways to sell extra produce 18:02 – Roadside stands and local sales 22:59 – Turning harvests into value-added products 29:57 – Balancing gardening with family life 34:20 – Starting small with a CSA 35:59 – Succession planting for steady harvests 39:33 – Best fall crops to sell 41:36 – First steps for beginner sellers 43:02 – Gardening with kids and Dirt Academy Kids Resource Links Fall Salad Garden Planning Calendar: http://journeywithjill.net/fallsaladgarden Friday Emails Newsletter: https://journeywithjill.net/gardensignup Recommended Brands & Products: https://journeywithjill.net/recommended-brands-and-products/ Amazon Storefront: https://www.amazon.com/shop/thebeginnersgarden As an Amazon Associate, I earn from qualifying purchases. Complete Garden Planner: https://shop.journeywithjill.net/ Dirt Academy Kids: https://dirtacademykids.com/ Seedtime Garden Planner: https://seedtime.us/ Disclaimer Gardening advice shared in this podcast is based on my own experience in Zone 8a (Arkansas) and from the feedback I receive from others in different gardening contexts. Your results may differ depending on your location, climate, and growing conditions. Always check your local extension service or trusted resources for region-specific guidance. Some links mentioned may be affiliate links, which means I earn a small commission at no extra cost to you if you make a purchase. As an Amazon Associate, I earn from qualifying purchases.

The Market Sets The Price.. Not People's Opinions

Wisconsin parlayed a strong first weekend of official visits into a couple commits and several more could be on the way. Zach and Jesse discuss the commitments of Jai Jones and Nathan Jones, the potential for some more and what it means. Then they get into the reported hiring of a new football GM and how it impacts interim AD Marcus Sedberry. They close with some talk about the best quarterbacks in Wisconsin history. The Camp is presented by Brennan's Market, your home for the best Wisconsin cheese, fresh produce, and a curated selection of specialty foods, wine, craft beer & spirits. Experience Taste Everyday https://brennansmarket.com/See omnystudio.com/listener for privacy information.

Revenue per acre in market gardening ranges from $20,000 to $400,000. Same crops, same square footage, 20x different results. After 10 years interviewing hundreds of farmers, the difference isn't luck — it's six factors working together. Click here to watch the full episode on our YouTube Channel.  Subscribe for more content on sustainable farming, market farming tips, and business insights!   Get market farming tools, seeds, and supplies at Modern Grower. Follow Modern Grower:  Instagram  Instagram Listen to other podcasts on the Modern Grower Podcast Network:  Carrot Cashflow  Farm Small Farm Smart  Farm Small Farm Smart Daily  The Growing Microgreens Podcast  The Urban Farmer Podcast  The Rookie Farmer Podcast  In Search of Soil Podcast Check out Diego's books:  Sell Everything You Grow on Amazon   Ready Farmer One on Amazon **** Modern Grower and Diego Footer participate in the Amazon Services LLC. Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com.

Frank Holland and the Investment Committee debate the best way to position your portfolio as stocks hover at record highs. Plus, the desk shares their latest portfolio moves. And later, Oliver Renick joins us with some Options Action in the crypto trade.  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.

Joseph is a seasoned real estate investor and mentor. Through Real Estate Mentoring USA, he helps aspiring and experienced investors learn creative real estate strategies, lead generation systems, and transaction structuring techniques designed to build long-term wealth. Over the course of his career, Joseph and his family have been involved in the development, construction, ownership, and management of more than 10,000 homes, shopping centers, and apartment units across multiple states. He specializes in creative financing strategies including wholesaling, lease options, subject-to deals, and fix-and-flip investing. Since 2010, Joseph has mentored thousands of real estate investors through hands-on coaching and training programs focused on helping students generate profitable deals and scale their investing businesses. Joseph's perspective would be especially valuable for conversations around creative real estate investing, alternative financing strategies, wholesaling, lead generation, and building wealth through real estate. During the show we discuss: How to get started in real estate without massive upfront capital Creative strategies to structure deals with minimal money out of pocket Why traditional financing isn't the only path—and how to work around it How to find opportunities and turn them into profitable deals The role of leverage in scaling a real estate portfolio faster How to partner strategically to close bigger and better deals Common mistakes new investors make—and how to avoid costly setbacks How to think like an investor and spot deals others miss You can explore more about Joseph here: Website: https://www.realestatementoringusa.com/ LinkedIn: https://www.linkedin.com/in/joe-bodek-61743032/

Crypto News: Michael Saylor's 'Strategy' sold 32 Bitcoin worth $2.5 million. Public company Strive to increase their raise to $4.2 billion to buy more Bitcoin. CME Group has officially launched 24/7 trading for its cryptocurrency futures and options products.Brought to you by

In this episode of LPL Market Signals, we sit down with PGIM to break down the state of the economy and corporate credit markets amid geopolitical uncertainty and shifting Fed expectations. We explore resilient earnings, improving credit quality, and the tension between tight spreads and attractive yields. The conversation also dives into duration positioning, heavy issuance in AI and tech, private credit risks, and what lies ahead for corporate bond investors in the second half of 2026. Tracking: #1116029

Andrew, Ben, and Tom discuss Google's $80 billion equity raise to fund AI infrastructure CapEx through mandatory convertible preferred stock, Class A and C common stock, and an at-the-market offering, Berkshire Hathaway taking a $10 billion stake at a discount, the administrative shift to corporate cash for employee RSU tax obligations, the broader AI cash crunch with $80 billion of SpaceX stock and Anthropic's IPO filing hitting the market, and which hyperscaler MSFT, ORCL, META, or AMZN could be next to raise.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Send us Fan MailIn this powerhouse episode of The Real Estate Vibe Show, host Vinki Loomba sits down with Brian Seidensticker, founder of LastPartners and CEO of Tax Sale Resources, to uncover how he leveraged tax liens and tax deeds to create powerful wealth-building strategies and transform an overlooked segment of real estate into high-return opportunities.Key Takeaways:Brian emphasizes that the biggest opportunities often exist where few are looking, and information, not competition, determines who wins.Learn how understanding both tax liens (passive interest-based returns) and tax deeds (active property ownership) can open unique investment pathways.Discover how Brian built Tax Sale Resources to aggregate nationwide auction data, making hidden properties accessible and analyzable at scale.Gain insights into state-specific processes, timelines, and strategies for maximizing returns while mitigating risk.Brian shares his underwriting approach, evaluating both asset value and title risks, including quiet title processes, to ensure profitable deals.Explore his use of technology and AI to streamline due diligence, enhance analysis, and identify high-potential properties efficiently.Tips for passive vs active investors on getting started in tax lien and tax deed investing, and how these strategies can complement broader wealth-building goals.Understand the counter-cyclical nature of this market and how tax-related investments can perform even in economic downturns.Episode Timestamps:00:00 01:30 Introduction to Brian Seidensticker and hidden real estate markets01:30 06:47 Understanding tax liens vs tax deeds and how the process works06:47 10:09 State-by-state differences, timelines, and subsequent taxes10:09 15:55 Structuring returns, auction strategies, and deploying capital15:55 22:21 Founding Tax Sale Resources and sourcing hidden deals22:21 30:49 Underwriting properties, assessing asset and title risk30:49 34:47 Differentiating good deals from bad, mitigating risk34:47 37:50 Passive vs active investing strategies and fund participation37:50 40:44 Market trends, counter-cyclical opportunities, and future outlook40:44 43:31 Rapid-fire insights on habits, clarity, perseverance, and wealth vibe43:31 44:03 How to connect with Brian and explore his platform and fund

The rally just won't stop. Chipmakers are soaring. AI stocks are ripping higher. Technology names continue to make new highs seemingly every week. At this point, there's only one word that seems to fit: Greed. In today's episode, we break down the relentless surge in the technology sector and ask the question many traders are afraid to ask: Are we witnessing the early stages of another speculative mania? From semiconductor giants to AI darlings, investors continue pouring money into anything connected to artificial intelligence, cloud computing, and next-generation technology. Companies like NVIDIA, Advanced Micro Devices, Microsoft, and others have become market leaders, but can the momentum continue? We'll discuss: Why chipmakers continue to outperform The role AI is playing in driving valuations Whether current price action is justified How to identify the difference between momentum and mania Most importantly, we'll look at how traders should navigate an environment where: fear has disappeared and optimism seems limitless. History has shown that markets often become the most dangerous when everything looks perfect. Listen now:

What if sobriety gave you MORE... not less?In this episode of Sober & Lit, Susan and Ruby sit down with Deborah C. Smith... business coach, entrepreneur, and powerful example of what can happen when you stop using alcohol to cope and start reconnecting with yourself.Inside this conversation:• Deborah's story • Alcohol, ambition + high stress entrepreneurship • The wake-up call that changed everything • Finding joy, creativity + relief without wine • Why sobriety became her superpower • Building a life and business that actually feels goodIf you've ever wondered... • Can I really feel lit without alcohol? • What happens when I stop drinking to manage stress? • Could sobriety open doors I never imagined?This one is inspiring, real, and full of hope for your own alcohol-free journey.________Guest Resources for Deborah Smith-Website: Http://www.deborahcsmith.comPodcast - Mindset to Market:  https://mindset-to-market.buzzsprout.com/Instagram: Http://www.instagram.com/deborah_smith_coaching Facebook: https://www.facebook.com/share/1B3UWMF2ax/?mibextid=wwXIfrWe Love Hearing From YouDon't forget to follow and subscribe and leave a review! It helps to get the word out that living sober is lit! Listeners have said that our podcast has helped them get alcohol free! Join our private community! Connect with the Podcast Hosts:Susan Larkin Coaching https://www.susanlarkincoaching.com Ruby Williams at Freedom Renegade Coaching https://www.freedomrenegadecoaching.com/Follow Susan: @drinklesswithsusanFollow Ruby: @rubywilliamscoachingIt is strongly recommended that you seek professional advice regarding your health before attempting to take a break from alcohol. The creators, hosts, and producers of the The Feel Lit Alcohol Free podcast are not healthcare practitioners and therefore do not give medical, or psychological advice nor do they intend for the podcast, any resource or communication on behalf of the podcast or otherwise to be a substitute for such.

More than 40% of American marketers can't define positioning. And 84% of those same marketers rate themselves as above average. Both can't be right.This week, Elena, Angela, and Rob are joined by Mark Ritson, marketing professor, consultant, and creator of the Mini MBA. Mark walks through his new research with Ipsos on US marketing knowledge, explains why formal training is the single biggest predictor of marketing competence, and shares the one concept every marketer should prioritize. The conversation also covers market orientation, how AI is reshaping marketing careers, and what it takes to stay relevant in the years ahead.Topics covered:•    [01:00] Ipsos study reveals the US marketing knowledge gap•    [04:00] Why formal education is the top predictor of marketing success•    [08:00] Where marketers can find good training today•    [13:00] Market orientation as the most important concept to learn•    [17:00] How AI will reshape marketing careers and roles•    [24:00] Byron Sharp and Mark Ritson's upcoming Cannes Lions session•    [27:00] What the rise of AI means for the agency worldTo learn more, visit marketingarchitects.com/podcast or subscribe to our newsletter at marketingarchitects.com/newsletter.Resources:2025 Adweek Article: https://www.adweek.com/brand-marketing/two-thirds-of-american-marketers-would-fail-a-basic-marketing-test/Mark Ritson's LinkedIn: https://www.linkedin.com/in/markritson/ Get more research-backed marketing strategies by subscribing to The Marketing Architects on Apple Podcasts, Spotify, or wherever you listen to podcasts.

Wei-Li Shao on Omada's IPO & the Rapidly Evolving GLP-1 Market Wei-Li Shao returns to talk about Omada Health's IPO, the rapidly evolving landscape of GLP-1 therapies, market complexities associated with AI-driven innovation, and what it all tells us about consumer behaviors.  All that, plus the Flava of the Week comparing funding trends from Rock Health and Fitt Insider's latest reports. Where are checks being written for digital health, and what parallels are we seeing in the greater wellness landscape?  Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

The U.S. propane market typically follows predictable trends. With much of domestic demand occurring in the colder months, storage builds in the summer and is withdrawn in the winter. But since mid-April, storage levels have increased by only 1.2 MMbbl. Today, we explore what is going on and why.

Adam Turnquist, chief technical strategist at LPL Financial, says it's "hard to argue" with a stock market that has returned to record high levels on the back of a 9-week winning streak for the Standard and Poor's 500. Turnquist says that kind of streak has only happened 10 times before, with the momentum leading the market higher a median return of 8 percent six months after the streak. Turnquist added a note of near-term caution, saying he will not be surprised to see some summer consolidation, particularly in the technology space, but he made it clear that he expects those temporary declines to be buying opportunities. In The Big Interview, Ron Deutsch, head of portfolio strategy at Magnus Financial Group, discusses why investors who are scurrying for safety, wanting to reduce their fears are pursuing strategies that may come up short under the pressure of today's markets. He discusses how balancing risks may involve moving money to areas that safety-first investors think are high risk — but which the market has shown to be relatively safe — without going too far to the end of the spectrum. Tiana Patillo, financial advisor manager at Vanguard, discusses a recent survey by the firm, which found that more than 70% of women say they are confident about saving money, yet nearly half of them acknowledged that their savings may not be keeping pace with inflation. And speaking of inflation, Chuck answers a listener's question about whether his son's use of "buy now, pay later" programs at the gas pump makes any financial sense at all.

Fluent Fiction - Dutch: Market Adventures: Bastiaan's Journey to a Surprise Dinner Find the full episode transcript, vocabulary words, and more:fluentfiction.com/nl/episode/2026-06-02-07-38-19-nl Story Transcript:Nl: In de vroege ochtend, terwijl de zon de lucht zachtjes verwarmde, stapte Bastiaan enthousiast de Eden-marktplaats op.En: In the early morning, as the sun gently warmed the sky, Bastiaan enthusiastically stepped onto the Eden-marktplaats.Nl: Het was een drukke dag, met mensen die zich verzamelden tussen de kraampjes vol vers fruit en groenten.En: It was a busy day, with people gathering among the stalls full of fresh fruits and vegetables.Nl: Bastiaan genoot van deze energie, maar vandaag voelde hij een lichte druk.En: Bastiaan enjoyed this energy, but today he felt a slight pressure.Nl: Hij wilde zijn vrienden, Liselotte en Sjoerd, verrassen met een fantastisch diner en had zijn zinnen gezet op exotische ingrediënten.En: He wanted to surprise his friends, Liselotte and Sjoerd, with a fantastic dinner and had set his sights on exotic ingredients.Nl: Bastiaan begon zijn zoektocht met een glimlach.En: Bastiaan began his quest with a smile.Nl: Hij liep langs de kraampjes, de lucht gevuld met de heerlijke geur van verse kruiden.En: He walked past the stalls, the air filled with the delightful scent of fresh herbs.Nl: Hij stopte bij een kraam met glanzende rode paprika's en vurige chilipepers.En: He stopped at a stall with shiny red peppers and fiery chilies.Nl: Met zijn hand lichtjes op de paprika's, keurde hij ze goed.En: With his hand lightly resting on the peppers, he approved them.Nl: "Perfect voor de salade," dacht hij.En: "Perfect for the salad," he thought.Nl: Maar zijn echte missie was om de zeldzame bessen te vinden die hij in een nieuw recept had gezien.En: But his real mission was to find the rare berries he had seen in a new recipe.Nl: Hij liep verder en kwam bij een kraam vol felgekleurde fruitmanden.En: He walked further and came to a stall full of brightly colored fruit baskets.Nl: Maar helaas, zelfs hier was de competitie sterk.En: But unfortunately, even here, the competition was strong.Nl: Anderen probeerden ook hun handen te leggen op de exoten.En: Others were also trying to get their hands on the exotics.Nl: Bastiaan moest geduld bewaren.En: Bastiaan had to be patient.Nl: De markt was meer dan ooit gevuld met mensen, en hij moest wuiven tussen de menigte.En: The market was more crowded than ever, and he had to weave through the crowd.Nl: Hij zuchtte diep, probeerde zijn focus te behouden.En: He sighed deeply, trying to maintain his focus.Nl: Terwijl hij door de drukte baande, spotte hij eindelijk de exotische bessen.En: As he made his way through the hustle and bustle, he finally spotted the exotic berries.Nl: Ze zagen er perfect uit, maar net toen hij zijn hand uitstrekte om ze te pakken, deed een andere shopper hetzelfde.En: They looked perfect, but just as he reached out to grab them, another shopper did the same.Nl: Er ontstond een moment van spanning.En: A moment of tension arose.Nl: De twee keken elkaar aan, een soort stille afspraak in hun ogen.En: The two looked at each other, with a sort of silent agreement in their eyes.Nl: Bastiaan voelde de drang om de bessen te bemachtigen, maar iets in hem vertelde hem om na te denken.En: Bastiaan felt the urge to seize the berries, but something inside him told him to think it over.Nl: Deze andere shopper leek evenzeer geïnteresseerd.En: This other shopper seemed equally interested.Nl: Hij ademde diep in en glimlachte naar de ander.En: He took a deep breath and smiled at the other.Nl: "Waarom neemt u deze niet, mijn vriend?"En: "Why don't you take these, my friend?"Nl: zei hij beleefd.En: he said politely.Nl: "Er zijn genoeg andere heerlijke vruchten hier."En: "There are plenty of other delicious fruits here."Nl: De andere shopper, verrast door Bastiaans genereuze aanbod, knikte dankbaar.En: The other shopper, surprised by Bastiaan's generous offer, nodded gratefully.Nl: "Dank je wel," zei de shopper, en nam de bessen.En: "Thank you," said the shopper, and took the berries.Nl: Bastiaan draaide zich om en besloot zijn plan te herzien.En: Bastiaan turned around and decided to revise his plan.Nl: Hij begon te kijken naar de lokale producten die ook schitterend en vers waren.En: He began looking at the local products that were also beautiful and fresh.Nl: Hij koos sappige perziken, zoete aardbeien en frisse munt.En: He chose juicy peaches, sweet strawberries, and fresh mint.Nl: Terwijl hij zijn mand vulde, besefte hij hoeveel plezier hij haalde uit de simpliciteit van de lokale smaken.En: As he filled his basket, he realized how much joy he derived from the simplicity of local flavors.Nl: Toen hij de markt verliet, voelde hij zich licht en blij.En: As he left the market, he felt light and happy.Nl: Hij had misschien niet de bessen gevonden die hij wilde, maar hij had iets waardevollers ontdekt.En: He might not have found the berries he wanted, but he had discovered something more valuable.Nl: De vreugde van delen en het aanvaarden van verandering maakten zijn dag nog speciaal.En: The joy of sharing and accepting change made his day even more special.Nl: "Bassie, wat heb je gekocht?"En: "Bassie, what did you buy?"Nl: vroeg Liselotte later nieuwsgierig toen hij thuiskwam.En: asked Liselotte later, curious when he got home.Nl: "De beste vruchten en een nieuw verhaal," antwoordde Bastiaan met een knipoog.En: "The best fruits and a new story," responded Bastiaan with a wink.Nl: Zijn vrienden zouden niet alleen van het diner genieten, maar ook van de ervaring die die dag had gebracht.En: His friends would not only enjoy the dinner but also the experience the day had brought. Vocabulary Words:enthusiastically: enthousiastgathering: verzamelenstalls: kraampjesingredients: ingrediëntenquest: zoektochtdelightful: heerlijkefiery: vurigeapproved: gekeurdexotic: exotischecompetition: competitiepatient: geduldweave: wuivenhustle: druktespotted: spottetension: spanningurge: drangseize: bemachtigenbreathe: ademengratefully: dankbaargenerous: genereuzenodded: knikterevise: herzienjuicy: sappigesimplicity: simpliciteitjoy: vreugdeaccepting: aanvaardencurious: nieuwsgierigwink: knipoogderive: haaldepressure: druk

In this episode, Rob Smith, the President and CEO at Stonebridge Companies, shares an operator's read on why top-line growth — not cost-cutting — is a sustainable path through today's environment of profit pressure. He explains how Stonebridge grew same-store revenue by 7.8% in 2024 while the market grew by 1.8%, why their revenue-management-first approach drives 41% direct bookings at their independent hotels, and what a deliberate culture of accountability looks like when you're a 174-hotel pure third-party manager.  A few more resources:If you're new to Hospitality Daily, start here. You can send me a message here with questions, comments, or guest suggestionsIf you want to get my summary and actionable insights from each episode delivered to your inbox each day, subscribe here for free.Follow Hospitality Daily and join the conversation on YouTube, LinkedIn, and Instagram.If you want to advertise on Hospitality Daily, here are the ways we can work together.If you found this episode interesting or helpful, send it to someone on your team so you can turn the ideas into action and benefit your business and the people you serve!Music for this show is produced by Clay Bassford of Bespoke Sound: Music Identity Design for Hospitality Brands

Market trends, risk management, and long-term planning take center stage alongside clips discussing work and legacy. This episode with Jackie Campbell highlights how disciplined decision-making and perspective influence financial outcomes. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

"A Market Shift Is Not an Income Shift"Hosted by Michael Fanning, SVP & Co-Owner, Windermere CoachingFAQ: What You'll Learn in This EpisodeQ: Is it normal for my income to drop when the market shifts?It's common but it's not inevitable. The market has always ebbed and flowed. What separates thriving agents from struggling ones isn't market conditions, it's whether they changed with the market or simply reacted to it. Your income reflects your activity and your relationships. The market is just the environment you're working in.Q: Does a shifting market mean business stops?No it means the type of business changes. A hot market rewards listing leverage and speed. A shifting market rewards negotiation skill and seller education. A slow market rewards relationship depth and database consistency. Great agents develop all three toolkits and know when to deploy each one.Q: What are the five attributes of agents who protect their income in any market?They protect their daily routine morning intention, market research, property views, handwritten notes, and relationship interactions. Your routine is your income insurance policy.They work their database with intention ABCD segmentation, a living warm list based on life events, and a consistent 36-interaction annual system using Homebot, Close, direct mail, and personal outreach.They remember their tactics and adapt their language seller pricing conversations, buyer consultation frameworks, creative financing options, and the magic questions: What's most important to you? What would make this work?They time block their week and win it on purpose structured days for prospecting, market research, path calls, and a weekly Sunday planning session. You can't win 45 of 52 weeks if you don't plan all 52.They stay relational and generous when others pull back checking in with no agenda, sending notes, sharing market updates, asking FORD questions, and staying visible when the market goes quiet.Q: What does "Complimentary, Not Free" mean here?Your time, expertise, and relationships all have real value. Showing up generously in a slow market isn't charity it's a long-term investment with a high return. The agents who go quiet lose the relationship. The agents who stay visible own the next market.Q: What's the one thing I should do this week?Pick one attribute from this episode. Protect your morning routine. Call five A's. Dust off your buyer consultation language. Write two notes a day. Do it this week, then do it again next week. That's how better happens one good decision repeated consistently.Q: How do I connect or share a topic idea?Reach out directly: fanning@windermere.comIf this episode resonated, please share it, leave a rating, and let us know what topics you'd like to go deeper on.Be awesome, help somebody, and make it a great day.

Jenn talks about going to the Market and also the Post Office with her 4 year old son Leo. 

The hard market forced a lot of agencies into survival mode. We became insurance hostage negotiators for frustrated clients. But as the market begins to stabilize, this is our opportunity to remember who we really are.We're not order takers, quote machines, or in the business of finding the cheapest policy every six months. We're advisors, educators, and advocates.And the agencies that thrive in the next chapter won't be the ones chasing the lowest price. They'll be the ones creating the deepest trust.Learn more at IntegraPartnerNetwork.com.

Commodities trading has ancient roots including the commodity price index that help hedge for all parties involved in a trade. Our Summer School series kicks off with Kurt Nelson and a course in how commodity futures markets work, why speculators and farmers genuinely need each other, and why the cattle price rally may not peak until 2027 or 2028.

Fluent Fiction - Hungarian: Building Bonds and Breaking Traditions at the Budapest Market Find the full episode transcript, vocabulary words, and more:fluentfiction.com/hu/episode/2026-06-02-07-38-19-hu Story Transcript:Hu: A piac nyüzsgő forgatagában mindenki a maga módján igyekszik beszerezni a legjobb portékákat.En: In the bustling whirl of the market, everyone is trying in their own way to procure the best goods.Hu: Bálint és Emese középen állnak, a vásárlók lökdösődése között, ahol a friss paprika és frissen sütött kenyér illata keveredik.En: Bálint and Emese stand in the middle, amidst the jostling shoppers, where the scent of fresh paprika and freshly baked bread mingles.Hu: Épp a pünkösdre való családi étel hozzávalóit próbálják meg találni.En: They are trying to find the ingredients for the family's food for Pentecost.Hu: Bálint, akinek séfként tanulva fontos, hogy minden részlet a helyén legyen, nosztalgikus mosollyal mesél Emesének a múltbeli családi lakomákról.En: Bálint, who as a chef in training finds it crucial that every detail is in place, narrates with a nostalgic smile to Emese about past family feasts.Hu: Emese, a faluból jött gyakorlatias unokatestvér láthatóan kevésbé lelkesedik, és a mosoly mögött kissé szkeptikus.En: Emese, the down-to-earth cousin from the village, seems visibly less enthusiastic, and behind her smile, there is a slight skepticism.Hu: „Szükségünk van erre az ínycsiklandó fűszerre, Emese.En: "We need this tantalizing spice, Emese.Hu: Nagypapa mindig ezt használta” - mondja Bálint makacsul.En: Grandpa always used it," says Bálint stubbornly.Hu: „Bálint, ez drága és nehéz megtalálni.En: "Bálint, it's expensive and difficult to find.Hu: Az eső már kezd cseperegni.En: The rain is already starting to drizzle.Hu: Vissza kellene mennünk” - javasolja Emese, tekintetével az ablakon túl lógó sötét felhők felé bökve.En: We should head back," suggests Emese, pointing her gaze towards the dark clouds hanging beyond the window.Hu: A piac hangja hirtelen elhalkul, ahogy az eső hangos dobogással kezdi öntözni Budapest utcáit.En: The noise of the market suddenly diminishes as the rain begins to drum loudly on the streets of Budapest.Hu: Bálint azonban nem enged, és a ritkaságot keresve tovább halad.En: However, Bálint doesn't yield and continues his search for the rarity.Hu: Emese követi, de az arcán aggodalommal keveredő értetlenség tükröződik.En: Emese follows, but concern mixed with confusion is reflected on her face.Hu: Ahogy a zivatar erősödik, a piac zsúfoltsága még inkább szűknek érződik.En: As the storm intensifies, the market's crowdedness feels even more cramped.Hu: Emese hirtelen megcsúszik a nedves padlón, és csak egy hajszálon múlik, hogy elesik.En: Emese suddenly slips on the wet floor, barely avoiding a fall.Hu: Bálint gyorsan kap utána, az eddigi céltudatosságát félretéve.En: Bálint quickly reaches to catch her, putting aside his previous determination.Hu: „Jól vagy?En: "Are you okay?"Hu: ” - kérdezi aggódva, segítve őt talpra állni.En: he asks worriedly, helping her to her feet.Hu: „Igen, de most már igazán menjünk ki innen!En: "Yes, but now we really should get out of here!Hu: A fűszer nélkül is főzni tudsz” - feleli Emese, kissé remegve, de megkönnyebbülten.En: You can cook even without the spice," replies Emese, slightly trembling but relieved.Hu: Bálint mélyen elgondolkodik.En: Bálint ponders deeply.Hu: Nézi Emesét, aki bár praktikus, mégis családja iránti szeretetből a pünkösdi ünnepért megtett mindent.En: He looks at Emese, who, while practical, did everything out of love for her family for the Pentecost celebration.Hu: Rájön, hogy a rugalmasság és az együtt töltött idő fontosabb, mint a hagyományokhoz való merev ragaszkodás.En: He realizes that flexibility and the time spent together are more important than rigid adherence to traditions.Hu: Emese végre ráveszi Bálintot, hogy az egyszerűbb hozzávalókat is felhasználják.En: Emese finally convinces Bálint to use simpler ingredients as well.Hu: Visszavonulnak az esőtől, és csak a valóban szükséges dolgokat vesznek meg.En: They retreat from the rain, buying only what is truly necessary.Hu: Ahogy a konyhában főznek, Bálint és Emese keverik a régi és az új ízeket.En: As they cook in the kitchen, Bálint and Emese blend old and new flavors.Hu: Az étel végül különleges lesz, a család pedig elégedetten ízleli.En: The dish eventually turns out special, and the family tastes it with satisfaction.Hu: A pünkösdi asztal mellett ülve Bálint megérti, hogy nem mindig a fűszer a legfontosabb összetevő, hanem a közös élmények és az együttlét.En: Sitting by the Pentecost table, Bálint understands that the spice is not always the most important ingredient, but rather the shared experiences and togetherness. Vocabulary Words:bustling: nyüzsgőwhirl: forgatagprocure: beszereznijostling: lökdösődésemingle: keverediknostalgic: nosztalgikusfeasts: lakomákrólskepticism: szkeptikustantalizing: ínycsiklandódrizzle: cseperegnidiminishes: elhalkulcramped: szűknekintensifies: erősödikslips: megcsúszikavoiding: múlikconcern: aggodalommalskeptical: értetlenségtrembling: remegvepanders: elgondolkodikflexibility: rugalmasságadherence: ragaszkodásretreat: visszavonulnakblend: keveriksatisfaction: elégedettenshared: közösexperiences: élményekchef: séfkéntdetermination: céltudatosságátcrucial: fontosingredient: hozzávalóit

Market update for Tuesday June 2, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Anthropic filing to go public, kicking off what could be the biggest IPO wave ever alongside SpaceX and OpenAIGoogle raising $80 billion by selling stock to fund its AI buildoutMarvell surging after Jensen Huang calls it a potential trillion-dollar companyShake Shack tumbling after cutting guidanceFun Fact: SoftBank overtakes Toyota as Japan's most valuable company for the first time since the dot-com bubble

EPISODE 371 - Clark welcomes Darrell (aka DC) back as cohost where they first discuss the $5.1 million Victor Wembanyama 1/1 Black Prizm rookie card sale. Then they also provide their initial thoughts on the PSA Value Service shut down announced recently.Then for Hobby Headlines, based on a recent Yahoo! Sports article on comparing the value of Shohei Ohtani cards vs vintage cards (where 95% of a recent poll chose vintage over Ohtani), they ask whether that's a sign of the Ohtani card market about to see a regression. And they also get into whether vintage cards will remain relevant in the future as newer collectors are further removed from when the old school players actually played live.Next, DC talks about his latest pick-ups from the three card shows he set up at over the past month, before they end the episode with their regular weekly segment called Pick 1.--------------------------CONNECT WITH US!Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cardstothemoon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@fivecardguys⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Clark) | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yntegritysportscards⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Hyung) | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tradeyouatrecess⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (John)Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://fivecardguys.com/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Daily Auctions (w/ affiliate links): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://fivecardguys.com/dailyauctions⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you have any questions about the hobby that you would like addressed, email us at hello@fivecardguys.com or DM us on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cardstothemoon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@fivecardguys⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Michael Saylor just broke the one rule he built his empire on. Strategy (MSTR) sold Bitcoin for the first time since 2022 — 32 BTC, ~$2.5M — and the "never sell" era is officially over.He's calling it "inoculating the market." Genius move… or the first crack in the $61B Bitcoin machine? Full breakdown below

This week, we discuss why the size of the market continues to expand, how the World Cup is fueling global beverage demand, contingency plans amidst shifting energy segments, the paths that lie ahead for LatAm countries facing elections and an overhead view of global markets where scale and earnings continue to expand.   Disclosure: You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.  

Our U.S. Hardlines, Broadlines and Food Retail Analyst Simeon Gutman explains how affordability and new shopping habits are changing how Americans choose and care for their pets.Read more insights from Morgan Stanley.----- Transcript -----Simeon Gutman: Welcome to Thoughts on the Market. I'm Simeon Gutman, Morgan Stanley's U.S. Hardlines, Broadlines and Food Retail Analyst. Today: the state of the pet economy, or as we lovingly call it, the “petriarchy.” It's Monday, June 1st, at 10am in New York.Hey Sammy, who wants to go on a walk? If you have a pet, you probably know the routine. You go in for one bag of food. Then you remember the treats, the medicine, the grooming appointment. Maybe the toy they definitely do not need. And then the vet bill you hope is not around the corner. Pets are family. But family has gotten more expensive. That's the big shift in the U.S. pet economy. The emotional bond is still powerful. About two-thirds of dog and cat owners strongly agree their pet is an important member of the family. More than one-third say they would take on debt to pay for a pet's medical expenses. Today, the growth story in the pet industry has changed. After an extraordinary post-pandemic run, it has entered a slower, more mature phase. We see growth settling around 4 percent, down from nearly 9 percent annually from 2019 to 2025. That doesn't mean the market is shrinking. We still see total U.S. pet spending rising from about [$]200 billion in 2025 to more than [$]240 billion by 2030. But the easy growth days look behind us. The industry now has to work harder for each dollar. Affordability sits at the center of this story. A pet may start as an emotional decision, but it quickly becomes a line item in the household budget. Overall pet ownership remains above pre-COVID levels, at about 67 percent, but it has slipped from the 2024 high. That pressure shows up most clearly among younger consumers for whom cost has become the top barrier. And consumers are adapting. When pet food prices rise, shoppers stock up on sale items, compare prices online and in-store, and in some cases trade down. Still, pet food remains resilient. Almost all owners plan to keep spending the same or spend more on pet food over the next six months. The bigger change is that services continue to take share from products, with veterinary care at the center. Services accounted for just over 40 percent of pet industry spending in 2025, and we see that moving higher by 2030. Food and toys still matter, but healthcare, prescriptions, diagnostics and routine care are becoming a bigger part of the wallet. That brings us to vets – who remain the most trusted source of pet care information, cited by nearly 60 percent of owners. Younger pet owners still rely on vets, but they also turn more to online sources, friends, relatives and even store personnel. About three-quarters of owners visited a vet in the past six months, but average visits fell to under two, which is down from just over two in 2024. This points to a more cautious consumer, especially around routine care. We also see a subtle shift in the kinds of pets people choose. Cat ownership has moved higher versus pre-COVID levels, while dog ownership among younger adults has pulled back from its 2024 peak. That shift is not surprising, given that cats typically come with lower overall spending than dogs. Shopping habits are changing as well. Online pet product shopping has grown a lot since 2019, but its share of wallet has leveled off at roughly one-third. The next leg of digital growth may come less from simply moving store purchases online and more from subscriptions, pharmacy, healthcare and broader pet care ecosystems. So where does that leave the pet economy? Pet owners are certainly not walking away from their animals. But they are making more practical choices, watching prices more closely, and deciding where convenience, health and value fit into the same budget. 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.

August Biniaz is the Co-Founder and Chief Investment Officer of CPI Capital, where he leads acquisitions, investment strategy, and asset management. With more than 15 years of experience in real estate, he has helped close over $225M in multifamily and build-to-rent assets. In this episode, August joins Jake and Gino to discuss multifamily investing, scaling real estate operations, market trends, passive income strategies, and what investors need to understand to succeed in today's market. ESTIMATED TIMESTAMPS 00:00 – Introduction 02:10 – August Biniaz's background and transition into real estate 06:45 – Building CPI Capital and scaling operations 11:30 – Multifamily investing fundamentals 17:20 – Build-to-rent opportunities and market demand 23:10 – Raising capital and investor relationships 29:00 – Market challenges and current opportunities 35:20 – Passive vs active investing strategies 41:40 – Lessons learned from large real estate deals 48:10 – Mindset, growth, and entrepreneurship 53:20 – Final advice for investors 55:46 – Closing thoughts We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we discuss the latest on Victor Wembanyama and his market after the Spurs upset the Thunder and are now the favorites over the Knicks in the NBA Finals. Who else could be a buy in the NBA Finals? Plus, what the Myles Garrett trade means for the hobby! 0:00 - Intro and why Boston Card Hunter is coming on today.  1:35 - Re-Visiting Mike's Wemby Sale and why taking wins is important in this hobby 6:20 - Why Wemby feels different right now than other guys in the past, like Soto, Acuna, Giannis, etc.  9:00 - NBA Finals Best Buys 15:00 - Boston Card Hunter - Nick Andrews - joins the show! 24:00 - An unfortunate situation at a recent card show, which needs to be addressed, and how shows need to be a safe place for kids. 30:00 - When to take your wins and buying/selling active players 37:55 - Reaction to the Myles Garrett Trade Learn more about your ad choices. Visit megaphone.fm/adchoices

DRAFT KINGS GAMBLING PROBLEM? CALL 1-800-GAMBLER or 1-800-MY-RESET, 800-327-5050/visit gamblinghelplinema.org (MA). Call 877-8-HOPENY/text HOPENY (467369) (NY). 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/KY/NH/PR/WY). Void in ONT. On behalf of Boothill 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. Predictions offer void in NY. General: 1 per new DraftKings customer. $5+ deposit req. Trade $5, get $200 Prediction Dollars (1-year expiry) issued as $50 increments every 7 days via click-to-claim for 21 days; or bet $5, get $200 Bonus Bets instantly (7-day expiry and stake removed from payout). 7 days = 168hrs. Rewards are non-withdrawable. Terms: dkng.co/offer. Ends 6/28/26 at 11:59 PM ET. Sponsored by DK. EMBRACE DEBATE Embrace Debate — shop now at https://Walmart.com or in stores nationwide.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/pickscentral

In this episode of Storage Wins, Alex Pardo welcomes back Dan Wentzel with a major announcement: after months of grinding through deals, cold calls, and follow-ups, Dan is officially under contract on a $2.625 million self-storage facility that has 234 units and 28,000 square feet in a growing market with strong demographics.   What makes this milestone so powerful isn't just the deal itself — it's the journey that led to it. Dan cold called this owner four years ago, followed up for over a year, sent somewhere between six and twelve offers, and refused to quit even when the seller went to a broker and the deal almost died twice. This is a masterclass in what persistence actually looks like in the real world of self-storage investing.   The conversation dives deep into how a single phone call to a local bank, uncovering better lending terms than anything previously available, completely changed what Dan could offer and finally got the deal done. It's a reminder that creative problem-solving and consistent action can unlock opportunities that feel out of reach.   Alex and Dan also work through the deal's financials in real time, breaking down back-of-napkin underwriting: starting with $275,000 in current revenue, applying a 35% expense ratio to arrive at a $178,750 NOI, and exploring what a conservative 20% rent increase could do (pushing projected NOI to over $217,000). With rates sitting 30–40% below market and only two competitors in the area (one of which appears to be at capacity), the upside is real. The episode closes with a cliffhanger. The numbers are promising, but the next episode will tackle how to structure the capital stack: debt vs. equity, investor returns, and whether this deal can fully support itself.   This is one of the most honest and instructive episodes in the series, proof that the deal of your life can be the one you almost walked away from. ⸻ You'll Learn How To: Push through analysis paralysis and doubt by staying in motion even when results aren't showing yet  Follow up with sellers over months and years without burning the relationship  Use simple back-of-napkin math to quickly evaluate any self-storage deal  Apply an expense ratio to calculate NOI and interpret cap rates in context • Identify value-add opportunities from below-market rents and unsophisticated operations  Use bank financing creatively to increase your offer and structure a better deal  Recognize what makes a market worth pursuing: population growth, median income, and limited competition  Build a simple, sustainable follow-up system that doesn't require an expensive CRM ⸻ What You'll Learn in This Episode: [0:00] Dan announces he's under contract on a $2.625 million storage facility [1:00] Alex reflects on Dan's journey — from stuck and overwhelmed to under contract [3:16] What the mindset shift actually looked like: keeping your head down and taking the next step [4:08] Was quitting ever a real thought? Dan's honest answer [5:38] Why Alex's mentor told him to "love the journey" — and what that actually means [6:35] The confidence that comes from persisting when others would have quit [7:40] Deal overview: how did Dan even find this opportunity? [8:43] Cold called the owner four years ago — couldn't get through [9:12] A VA finally made contact: seller wanted $3 million — the follow-up began [10:03] How finding better bank financing changed everything and unlocked the deal [10:41] The numbers: 28,000 sq ft, 234 units, plus 24 containers with upside potential [11:32] How many offers did Dan send this seller? "Somewhere between six and twelve" [12:07] Why seller financing was difficult: the seller wanted 40% down [13:03] What made this deal worth the persistence: unsophisticated owner, strong market [13:28] No Google Maps presence, no online rentals, no rate management — maximum upside [14:22] Dan's follow-up system: a Google spreadsheet and phone reminders [15:14] Why the best CRM is the one you actually use [15:55] Market demographics: 3% annual population growth, $90K median household income [16:22] Seller's motivation: retirement [17:06] Purchase price per square foot: $94 — high, but not the full picture [17:31] Current annual revenue: $275,000 at 95% occupancy [18:01] Walking through back-of-napkin math with Dan live on the show [19:47] NOI calculation: $275K × 65% = $178,750 — what that means as a 7 cap [21:07] Why cap rates alone don't tell the full story [22:22] How much can revenue grow? Rates are 30–40% below market [23:48] Analyzing worst case, likely, and best case revenue scenarios [25:11] Only two competitors — one appears to be at full capacity [26:40] How to review the P&L month by month to project ramp-up revenue [27:17] Conservative scenario: 20% rate increase = $60K in additional top-line revenue [27:41] New projected NOI: $217,750 — now buying at an 8 cap [28:29] What comes next: layering debt and equity onto the deal [30:29] The cliffhanger: tune in to the next episode for full capital stack breakdown ⸻ Who This Episode Is For: Investors who have been grinding without results and are questioning whether to keep going  Anyone trying to source their first off-market self-storage deal through cold calling  Listeners who want to understand how to underwrite a deal from scratch  Entrepreneurs learning how to structure persistent, respectful follow-up with sellers  Investors exploring how bank financing can improve deal terms  Anyone building a value-add self-storage investment thesis  People who need a reminder that the breakthrough is usually just on the other side of the next rep ⸻ Why You Should Listen: Most people give up long before the deal gets done.   Dan Wentzel cold called this seller four years ago, got nowhere, followed up for over a year, sent over half a dozen offers, watched it almost go to other buyers twice — and then found one bank with better terms that changed everything.   This episode is a real-time case study in what persistence, creative financing, and consistent action actually look like in the self-storage business. If you've been putting in the work and not yet seeing the results, this conversation will remind you why you can't afford to stop now. ⸻ Follow Alex Pardo here: Website: https://alexpardo.com/ Facebook: https://www.facebook.com/alexpardo15 Instagram: https://www.instagram.com/alexpardo25 YouTube: https://www.youtube.com/@AlexPardo Storage Wins Website: https://storagewins.com/ ⸻ Have conversations with at least three storage owners, brokers, private lenders, or equity partners inside the Storage Wins Facebook Group. Join for free here: https://www.facebook.com/groups/322064908446514/

In this REI Only episode of The FasterFreedom Show, Sam breaks down where investors can still find cash-flowing real estate deals in today's challenging market. He explains why cash flow has become harder to achieve than it was in previous years, which types of markets are still performing well, and the key factors that separate successful investment areas from struggling ones. Sam also dives into the characteristics that create strong real estate opportunities, including affordability, demand, economic growth, and local market dynamics.Whether you're looking for your next rental property or trying to understand where opportunity still exists, this episode gives you a practical framework for identifying markets that can still produce strong long-term results in today's investing landscape.Join my PREMIUM real estate community on Skool: ⁠⁠⁠https://www.skool.com/fasterfreedomrelaunchproFasterFreedom Capital Connection: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://fasterfreedomcapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Free Rental Investment Training: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://freerentalwebinar.com⁠⁠⁠⁠⁠⁠⁠⁠