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Join Ashutosh Garg in this insightful episode of The Brand Called You as he sits down with Peter Goldstein, Founder and CEO of Emmis Acquisition Corp. and acclaimed author of The Investor's IPO: Navigating Risk and Opportunity in the Global IPO Market. With over 35 years of experience in capital markets and five business exits, Peter Goldstein shares:His entrepreneurial journey from building companies to mastering the U.S. capital marketsThe realities and challenges behind IPOs—beyond the ringing of the bellKey lessons from market downturns and the importance of resilienceHow AI is reshaping IPOs, due diligence, and investment bankingEssential tips for retail investors, including the three sections of a prospectus they shouldn't skipThe evolving IPO landscape and strategies for the futureWhether you're a founder, investor, or simply curious about capital markets, this episode is packed with actionable insights, real experiences, and valuable advice. Don't miss this IPO masterclass
Send us Fan Mail◆ The threat of US corporate issuance to European borrowers ◆ The new funding environment for Middle East banks ◆ Reviving UK equity capital marketsThe plight of the red squirrel, native to the UK, is well known — pushed out by the chunkier, more vigorous grey variety imported from the US. Is there a parrallel with the European corporate bond market we wonder, given the vast amounts of US corporate bond issuance taking place this year in euros, sterling and Swiss francs?US borrowers are set to push Reverse Yankee bond issuance to record volumes this year, causing a worry that their investor-friendly pricing approach will hurt the funding costs of Europe's domestic companies, or may even start to crowd them out of the market. We discuss the dynamics in the primary bond market and what the omens are for European credits with a hefty Reverse Yankee pipeline still to come to market this year.Another group of issuers that might not be getting it all their own way in the bond market is MIddle East banks. Despite having issued little senior debt so far this year, thanks to the Iran war, the signs were when issuance resumed this week that demand was not overwhelmingly good. There is no sense that this group of issuers cannot raise capital in the bond market but the level of demand is very different to what it was. We look at why that is and what it means for the pipeline of bonds to come.We also discuss UK equity capital markets. Participants have cheered some recent structural and regulatory changes but they do not seem to have been enough so far to trigger more initial public offerings. We discuss what the government and others need to do to make the UK's public equity market as vigourous as a grey squirrel.Now read on: Gulf banks crowd into bond market to build safety buffersReverse Yankee onslaught casts shadow over booming corporate bondsDon't fear the Reverse Yankees (FREE TO READ)'The elephant not in the room': timid UK equity investors
Professional forecaster Molly Hickman breaks down what it really means to assign a probability to the future — and why she believes generalists often out-forecast subject-matter experts. This episode explores the art and science of forecasting, from techniques to ethical considerations, and how AI and prediction markets are shaping our understanding of the future.Key TopicsThe definition of forecasting and its importanceTechniques for starting in forecastingThe role of AI and large language models in forecastingHow to interpret probabilities and conditional forecastsForecasting in complex systems like climate and geopoliticsEthical boundaries and red lines in prediction marketsThe impact of AI bots on forecasting accuracy and decision makingChapters03:06 Getting Started with Forecasting: Tools and Techniques06:15 Beginning Forecasting as a Beginner07:31 Gut Feelings vs Market Wisdom08:33 The Delphi Loop and Group Forecasting09:39 Measuring Forecast Accuracy and Skill11:17 Forecasting Long-Term and Uncertain Events12:40 Extrapolating Trends and Model Limitations14:19 AI Bots in Forecasting and Their Performance18:16 Prediction Markets as Collective Wisdom19:19 The Future of Prediction Markets and Society24:06 The Meaning of Probabilities and Risk Assessment27:20 Dealing with Chaos and Unpredictability32:52 Combining Models and Expert Opinions36:31 Forecasting and Expertise in Science and Policy39:01 Forecasting AI Risks and Ethical BoundariesFollow Molly Hickman on X (https://x.com/celloMolly)Follow Breaking Math onSubstack (https://breakingmath.substack.com/)X (https://x.com/breakingmathpod)Instagram (https://www.instagram.com/breakingmathmedia/)Website (https://www.breakingmath.io/)YouTube (https://www.youtube.com/@BreakingMathPod)Follow Noah onInstagram (https://www.instagram.com/profnoahgian/)X (https://x.com/ProfNoahGian)Bluesky (https://bsky.app/profile/profnoahgian.bsky.social)Follow Autumn onX (https://x.com/1autumn_leaf)Bluesky (https://bsky.app/profile/1autumnleaf.bsky.social)Instagram (https://www.instagram.com/1autumnleaf/)Substack (https://substack.com/@1autumnleaf)email: breakingmathpodcast@gmail.com
In this episode, Angel Williams sits down with Trevor McGregor to talk about the realities of raising capital and what it takes to keep moving forward when things do not go as planned. Trevor shares practical strategies for building relationships, following up with potential investors, expanding beyond your existing network, and creating multiple pipelines for finding capital. The conversation also explores the importance of persistence, community, and building toward financial, time, and geographical freedom through real estate investing.Topics CoveredCapital raising in challenging marketsThe importance of persistence and consistencyOvercoming discouragement as an investorWhy you should not compare your journey to someone else'sBuilding meaningful relationships with investorsHow to handle being ghosted by potential investorsCreating an effective follow up systemUsing calls, voicemails, and texts to stay connectedExpanding your investor network beyond family and friendsBuilding multiple capital raising pipelinesUsing podcasts, meetups, conferences, and community eventsCreating investor dinners and relationship building eventsConnecting with real estate agents and other professionalsFinding new investor groups within your existing communityUsing social media and newsletters to expand your reachUnderstanding the numbers behind capital raisingBuilding financial freedom through real estateCreating time freedom and geographical freedomThe importance of community and finding your tribeQuotes“Discouragement and happiness, they're on the same coin.”“A friend doesn't like to tell a friend no.”
Six months after the outbreak of the Iran war, the conflict has entered a new phase. Initial predictions have given way to a more complex reality, with the United States, Iran, Israel, China, and the global economy all facing consequences that few anticipated. Other than us, that is. In this episode, Rob Morris provides a comprehensive update on the state of the war, examining why the United States has struggled to achieve its strategic objectives while arguing that Iran has not emerged as the clear victor many commentators claim. Instead, the conflict has settled into an uneasy and costly stalemate with significant geopolitical and economic implications.Topics include:The current military and political situation in the Iran warWhy neither the United States nor Iran has achieved a decisive victoryChina's overlooked role in stabilizing global energy marketsThe economic consequences of prolonged conflictThe effectiveness of sanctions and the proposed "economic D-Day"How the war is reshaping the Middle East and the global balance of powerWhat comes next for U.S. foreign policy and regional stabilityIf you're interested in geopolitics, international relations, economics, and understanding the deeper forces driving today's headlines, this episode offers an in-depth analysis that goes beyond mainstream coverage.Hosted by Rob MorrisSubscribe to The More Freedom Foundation Podcast for regular discussions on geopolitics, economics, history, and the changing international order.SubstackPatreonWebsiteBooksTwitterTikTok
Krista Mashore shares her journey from a teacher to a top real estate agent and coach, emphasizing innovative marketing strategies, AI integration, and high-ticket sales techniques. Wes and Krista discuss how to stand out in crowded markets, leverage AI safely, and build a sustainable business.Topics covered:Krista Mashore's journey from teaching to real estate successInnovative marketing strategies including video and social mediaUsing AI to automate and enhance business operationsBuilding authority and standing out in crowded marketsThe importance of education and continuous learning in salesHigh-ticket sales and closing deals confidentlyCreating a personal brand that attracts clientsThe role of content marketing and retargeting in real estateSafety and security in AI tools and automationUpcoming live events and training opportunitiesSound Bites"Make offers all the time, that's how you succeed.""Win listings before you even meet the client.""Success takes work, there's no magic bullet."Chapters00:00 Introduction and Krista's background03:00 Krista's journey from teaching to real estate success07:59 Marketing strategies that drove her early success13:51 Winning listings before meeting clients19:03 Using AI to create content and automate tasks23:59 The importance of education and continuous learning29:50 Building a safe and effective AI operating system37:08 High-ticket sales and closing strategies42:02 Upcoming events and training opportunities45:03 Final thoughts and key takeaways
Most founders never think about transfer agents... until they become a problem.In this episode of Liftoff with Keith Newman, Keith sits down with Rob Schoder, Co-Founder & CEO of Vinyl Equity, to discuss why one of the most important pieces of capital markets infrastructure has remained stuck in the past—and how modern technology is changing it.Drawing from his experience leading portfolio operations at AngelList, Rob explains why outdated shareholder systems create unnecessary friction for founders, investors, and public companies, and how Vinyl is building the next generation of ownership infrastructure.In this episode you'll learn:Why transfer agents are critical to every public companyThe biggest challenges companies face during IPOsHow legacy infrastructure slows innovationWhy API-first platforms are changing capital marketsThe growing role of AI in shareholder managementLessons from building a regulated fintech startupWhy founders should market their wins earlierWhat the future of capital markets could look likeWhether you're a founder, CFO, investor, legal professional, or fintech enthusiast, this conversation offers valuable insights into the technology powering modern equity ownership.Sponsor Info: We are strategic business advisors with decades of leadership experience and a proven track record of driving businesses' growth. We specialize in creating custom-tailored strategies to introduce your company, drive growth, build leadership teams, and ensure companies implement appropriate compensation programs. Our mission is to utilize our expansive network to benefit your company https://www.compass-strategic-advisors.com/Connect with Rob: LinkedIn: https://www.linkedin.com/in/rwsjr/ Website: https://www.vinylequity.com/Vinyl Equity LinkedIn: https://www.linkedin.com/company/vinyl-equity/home/ Subscribe for more founder insights and hit the bell for notifications! Follow us on our channels for exclusive startup content and behind-the-scenes insights from interviews like this one. Spotify: https://open.spotify.com/show/3cFpLXfYvcUsxvsT9MwyAD?si=f5a14e779777487d Apple Podcasts: https://podcasts.apple.com/ca/podcast/liftoff-with-keith-newman/id1560219589 Substack: https://keithnewman.substack.com/ Newman Media Studios: https://newmanmediastudios.com/ LinkedIn: https://www.linkedin.com/company/liftoffwithkeithFacebook: https://www.facebook.com/KeithNewman285Website: https://liftoffwithkeith.com/Want to build a high-growth company without falling into the administration trap? Subscribe to Liftoff with Keith and follow for weekly conversations with the founders building what's next.
The International Risk Podcast with Lucy WarkIn this episode, we explore how artificial intelligence is actually reshaping labour markets, not the headline version where everyone loses their job overnight, but the messier, still-unfolding reality visible in the data so far. We break down what economists mean when they say a job is "exposed" to AI, why that word gets misread as a prediction of job loss, and why the real question isn't whether AI is powerful but whether it's being used to replace workers or make them more productive. From junior employees in software engineering and customer support to freelancers on gig platforms, we look at who is actually losing ground right now, and what career strategies still hold up in a labour market being rewritten in real time.We discuss:Why "AI exposure" doesn't mean what most headlines imply, and the real difference between automation and augmentationWhy we're still in the "first innings" of understanding AI's impact on labour marketsThe five things to track separately: capability, exposure, adoption, economic impact, and people impactWhy adoption of AI tools is "a puddle, not an ocean," despite near-universal awarenessWhy AI's economic impact is still barely visible in GDP, productivity, and wage statisticsThe "canaries in the coal mine": emerging evidence that junior workers in AI-exposed fields are already losing employment"Seniorization" — why entry-level roles increasingly expect mid-level outputEarly signs of decline in freelance marketplaces, and why freelancers may be hit firstWhich career strategies, like corporate ladder-climbing and credentialism, no longer hold upWhat's replacing them: platform building, proximity, and leverageWhat AI is doing to critical thinking, and how educators are respondingHow Lucy Wark uses AI in her own research and writing process, and where she still insists on doing the work herselfAbout the guest: Lucy Wark is a former McKinsey consultant and serial entrepreneur, co-founder of career-skills company Fuzzy and sexual wellness brand Normal. She writes the Substack series How Not To Lose Your Job, which examines the evidence behind AI's impact on labour markets and recommends career strategies for building an AI-resilient career. She studied Politics, Psychology and Sociology at Cambridge and Social Science at the University of Chicago. In this conversation, Lucy draws on labour market research and her own experience coaching career strategy to break down what's actually happening in the data, and what individuals should do about it.Lucy's Substack: https://lucywark.substack.com/About the host: Dominic Bowen is Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms. He advises CEOs, boards, and senior executives on crisis management, geopolitical risk, operational resilience, and strategy, drawing on decades of experience across government, humanitarian operations, and corporate leadership.
What do 35+ years of leading complex tech innovation, multiple exits, and an IPO teach you about fear, uncertainty, and decision-making?In this episode, I sit down with Kris Land - veteran CEO, serial entrepreneur, and author of The Infinity Within - to bridge two worlds most leaders keep separate: high-performance execution and inner alignment.We unpack:How lessons from complex technology projects translate into breaking through fear and uncertaintyPractical ways leaders can build trust in their decisions when clarity is incompleteHow “inner power” becomes an actionable operating advantage in rapidly evolving marketsThe real meaning of aligning purpose with prosperity for entrepreneurs and operatorsSupport the show
In this episode, Henry Shimp and Walker Simas explore the evolving landscape of golf, including course design, tournament venues, player development, and the influence of technology and culture on the game.Cheers, - The Tie Guyskey topics:Golf course design and rollback strategiesInfluence of golf architecture on major championshipsEmerging trends in player development and youth golfImpact of technology and social media on golf cultureInnovative tournament venues and global golf expansionThe role of governing bodies in course setup and scoringPlayer mental health and resilience in professional golfThe influence of golf equipment and ball technologyFuture of golf in different regions and marketsThe importance of tradition versus innovation in golfWebsite: https://www.thetiepodcast.comInstagram: https://www.instagram.com/thetiepodcast/?hl=en Twitter: https://mobile.twitter.com/thetiepodcast keywords: golf, course design, tournament venues, player development, golf technology, golf culture, golf architecture, golf strategy
What does it actually take to build a company that survives growth?In this episode of The Business of Alignment, AJ sits down with Tanya Carroll, Co-Founder of HR Kickstart, a fractional HR consulting firm that has spent the last five years helping venture-backed startups and high-growth companies navigate one of the most overlooked challenges in business: scaling people at the same pace as the business itself.Tanya's career has taken her from social services and agency recruiting to leading HR inside multiple startup environments before launching her own firm alongside her husband. Today, she and her team partner with fast-moving organizations as embedded HR leaders, helping founders build leadership teams, organizational infrastructure, talent strategies, and people systems that evolve alongside the company, not after problems emerge.Throughout this conversation, AJ and Tanya explore the realities founders rarely discuss openly: why every company goes through distinct stages of growth, why the people who help you build a business aren't always the people who help you scale it, and how trust becomes the foundation for every meaningful leadership decision.Together they unpack:Why founders often wait too long to invest in people strategyThe true role of fractional HR inside high-growth companiesBuilding trust before trying to transform cultureLeadership development in startup environmentsWhy alignment—not policies—is the real competitive advantageHow organizations evolve from founder-led to systems-ledPerformance conversations that actually create growthScaling teams across countries, cultures, and international marketsThe relationship between founder psychology, business maturity, and organizational successThe conversation also takes a broader philosophical turn as AJ shares his evolving vision for The Business of Alignment, exploring whether every growing company eventually needs someone whose sole responsibility is aligning leadership, culture, communication, and business strategy.Whether you're a founder, executive, HR leader, investor, or operator inside a scaling company, this episode offers a candid look at what separates organizations that simply grow from those that build enduring companies.https://hrkickstart.com/
This episode explores the evolving legal landscape of prediction markets in the US, focusing on the ongoing battles over federal regulation, the implications of Supreme Court involvement, and what it means for the future of sports betting and financial exchanges.Key topicsLegal distinctions between US betting and tradingRole of the Commodity Exchange Act and CFTCImplications of Supreme Court involvementState vs federal regulation of prediction marketsImpact of legislation and court decisions on industryDifferences between sports betting and prediction marketsThe concept of swaps and their regulationPotential circuit splits and their significanceHost: Fernando NoodtGuests: Joshua Sterling & Justin ByersProducer: Anaya McDonaldEditor: Anaya McDonaldLearn how Optimove's Positionless Marketing is changing how iGaming teams operate. Discover how operators are using Optimove's Positionless Marketing Platform to launch personalised CRM campaigns, dynamically change casino lobbies and bet slips, and create engaging gamified experiences. Learn more at optimove.com.Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.
Taiwan Meets Japan: How Founders Can Win in Each Other's MarketsJapan and Taiwan are neighbours with overlapping supply chains — yet founders crossing between them keep making the same avoidable mistakes.This episode features Kazumi Otani, a Japanese entrepreneur, investor, and Taiwan Gold Card holder who has invested in and supported startups across both ecosystems. She covers why founders should look beyond their home market, where each side goes wrong, and what actually works when expanding in either direction.In this episode:Why Japanese founders should look at Taiwan, and Taiwanese founders at JapanThe biggest mistake founders make entering each other's marketsThe best first step for expanding in either directionWhat each ecosystem can learn from the otherThe largest Taiwan–Japan opportunities over the next five years台日創業對話:如何在彼此的市場裡站穩腳步日本與台灣是鄰居,供應鏈高度交疊,但兩地創業者跨境時,卻總是重複犯下同樣能避免的錯誤。本集邀請日本創業家、投資人、台灣就業金卡持有者 Kazumi Otani。她長期投資並協助兩地新創,分享創業者為何不該只守著母國市場、雙方各自錯在哪裡,以及雙向擴張真正有效的做法。本集重點日本創業者為何該看台灣,台灣創業者為何該看日本進入對方市場最大的一個錯誤雙向擴張最有效的第一步台日新創能向彼此學到什麼未來五年台日合作最大的機會
The free market is often praised for encouraging innovation, competition, and individual choice—but what are its most common criticisms? In this episode of Libertarians Talk Psychology, we examine several arguments against free markets, discussing where critics believe markets fail and how libertarian thinkers respond.We also feature a related audio segment from Ron Paul that explores the principles of free markets, limited government, personal responsibility, and sound economics.Topics include:Common criticisms of free marketsMarket failures and government interventionCompetition and consumer choiceMonopolies and regulationWealth inequalityPersonal liberty and economic freedomAustrian economicsRon Paul's perspective on free marketsThe psychology behind economic beliefsWhether you're a libertarian, conservative, classical liberal, or simply interested in economics and political philosophy, this episode offers a thoughtful discussion on one of the most debated topics in modern society.Subscribe for more conversations exploring psychology, philosophy, economics, politics, and human behavior through a libertarian lens.Clip from RonPaulLibertyReport Did Biden Offer Saudis An Oil 'Quid Pro Quo' To Boost Dem Election Prospects?Follow Us:YouTubeXFacebookBlueskyAll audio & videos edited by: Jay Prescott Videography
Matt Zenz of Longview Research Partners joins Excess Returns to explain how evidence-based investing can help investors navigate AI excitement, market concentration, high valuations, IPO hype, factor investing and fixed income tax drag. We discuss why bubbles are hard to identify in real time, why diversification still matters, how valuation spreads shape expected returns, what AI capex does and does not tell us, and how investors can think about taxable bonds more efficiently.Longview Research Partnershttps://longviewresearchpartners.com/Main topics coveredWhy evidence-based investing matters during bubble-like marketsThe emotional reality of holding risk assets through painful periodsHow to think about market concentration without jumping straight to bubble callsWhy global diversification changes the mega-cap dominance storyWhat high market valuations mean for financial planning and expected returnsWhy wide valuation spreads may create a better setup for value stocksWhat factor research says about AI capex and corporate investmentHow Longview builds a diversified factor strategy around discount ratesWhy implementation, trading flexibility and scale matter in factor investingThe small cap premium debate, IPOs, fallen angels and survivorship biasWhy AI may increase data mining risk in quantitative investingHow fixed income tax drag can quietly reduce after-tax returnsTimestamps00:00 Why painful markets create future return premiums04:00 Market concentration, AI winners and the value of diversification09:40 How high valuations should influence financial planning13:12 Why wide valuation spreads matter for value investors14:01 What factor research says about AI capex16:20 How Longview's EBI strategy looks for higher discount rates18:58 Why Longview starts with the market and then tilts21:45 Comparing 1999, 2008 and today through expected returns24:33 Intangible assets, price-to-book and the limits of accounting adjustments28:32 SpaceX, IPOs and how indexes handle new mega-cap companies33:21 Why implementation and trading flexibility can affect returns36:17 Passive flows, price elasticity and market price discovery39:35 The small cap premium, IPOs and fallen angels42:21 Are today's small caps lower quality than history?46:01 Why AI may not uncover the next great factor premium48:04 Why fixed income may be the most inefficient part of taxable portfolios51:29 How LVIG tries to convert bond income into deferred capital appreciation52:50 The after-tax return opportunity from tax deferral54:58 Which investors may benefit most from tax-efficient fixed income56:26 Where to learn more about Matt Zenz and Longview
Google real estate, AI in real estate, artificial intelligence real estate, Google property search, future of real estate, real estate technology, AI replacing Realtors, real estate marketing, real estate content strategy, Google Business Profile for Realtors, real estate SEO, digital marketing for Realtors, real estate lead generation, real estate coaching, David Greenspan, MindShare Podcast, real estate trends 2026, consumer behavior real estate, real estate branding, why hire a Realtor, real estate value propositionEpisode DescriptionThe calls aren't turning into conversations.The conversations aren't turning into appointments.The appointments aren't turning into deals.And after a while, you start asking yourself..."What the hell is going on?"If you've been feeling mentally drained, emotionally exhausted, financially stressed, or questioning whether you're even doing the right things anymore, you're not alone.In Episode 392 of The MindShare Podcast, David Greenspan tackles one of the biggest challenges facing real estate professionals today: staying motivated when the effort doesn't seem to match the reward.This isn't about "thinking positive."It's about understanding why so many agents lose momentum during difficult markets - and more importantly, how to keep moving when the results aren't immediate.David explores:why today's market feels so differentthe psychology of delayed resultshow instant gratification has changed our expectationswhy consistency still winsthe power of Mapping and creating your personal North Starwhy goals matter more than everhow to stay focused when business slows downand five practical action steps every Realtor should be taking right now.Because the market will change.The question is...Will you still be standing when it does?What You'll LearnWhy so many real estate professionals are struggling with motivationHow delayed results affect your mindset and performanceWhy consistency matters more in difficult marketsThe psychology behind burnout, frustration, and self-doubtHow Mapping helps you stay focused on long-term goalsWhy your goals should be bigger than your next commission chequeHow to stop measuring effort by today's resultsWhy relationships outperform lead chasingHow to use slower markets to improve your business systemsThe importance of personal growth during market downturnsWhy momentum always follows actionEpisode Breakdown[00:00] When the Work Doesn't Seem to Pay OffThe emotional reality of today's real estate marketWhy effort no longer feels connected to immediate resultsThe questions many agents are quietly asking themselves[07:00] Why Motivation DisappearsThe addiction to progressThe dopamine effect of a hot marketHow changing timelines affect performance and confidence[13:00] Markets Are CyclicalWhy opportunity often appears after people quitThe mindset of those who survive difficult marketsWhy consistency continues to separate top performers[18:00] Mapping: Your North StarCreating goals bigger than businessStaying connected to your "why"Using long-term vision to drive daily action[25:00] Commercial Break[27:00] Five Practical Action StepsStop measuring effort against today's resultsDouble down on relationships, not just lead generationImprove your business while it's slowerInvest in becoming more valuableKeep moving, even when progress feels invisible[48:00] The Market Will ChangeWhy difficult markets create separationThe difference between retreating and adaptingPreparing today for tomorrow's opportunities[57:00] Final ChallengeFocus.Get shit done.Repeat.Key TakeawayMarkets change.Consumer confidence changes.The economy changes.The people who succeed aren't necessarily the smartest or the luckiest.They're the ones who continue showing up, doing the work, improving themselves, and building momentum - even when the results aren't immediate.
In this episode, we dive into the fascinating intersection of sports, gambling, and data science as Fintan and Jon are (re)joined by Matt Bakowicz of the brilliantly-named American University. Matt shares insights into how predictive models, AI, and statistical analysis are transforming the ways we understand and wager on sports, from horse racing to the World Cup and beyond. It meanders too, looking at how the World Cup has not succeeded quite so well in cities lacking a traditional tourism infrastructure, betting values on the British Open, and how to best get out of a bunker. A sandy, golfy bunker, obv. What we covered, but in a list: The role of AI and statistical models in sports betting and prediction marketsThe influence of crowd behavior and betting signals on golf and soccer outcomesThe economics of mega-events like the World Cup and Olympics, including infrastructure and profitabilityThe evolving landscape of sports betting regulation and the impact on bookmakersReal-world examples from horse racing, golf, and international tournamentsHow data-driven models shape athlete predictions and betting strategiesThe significance of international sports markets and their cultural influencesPractical insights for sports fans, bettors, and industry professionalsChapter list (but add a bit because of our sexy music)00:00 - Welcome and World Cup chaos 03:16 - Media wires, PR, and headline inflation 09:52 - GLI sponsorship and gaming compliance 11:37 - Introducing Matt Bakowicz 19:16 - Royal Ascot, Kentucky Derby, and AI models 23:30 - Allocating bankroll with two betting strategies 27:13 - AI vs AI in modern betting markets 30:50 - Teaching sports betting and gaming in university 42:30 - World Cup pricing, tourism, and host-city economics 50:47 - Why Americans are embracing the World Cup 57:40 - Penalties, shootouts, and the psychology of endings 62:56 - Futures markets and sportsbook risk 76:11 - The Open Championship and golf betting valueMatt on LinkedIn: https://www.linkedin.com/in/matthew-bakowicz-b016a738a/Resources & Links:As ever, we thank all of our sponsors for their vibrant and excellent support that makes all of this… magic… possible.Optimove, who turn customer data into something special, with tools that make businesses just plain work better. Optimove, your support helps us to keep creating content for an industry that probably thinks we disappeared years ago.Then of course there is Clarion Gaming, no hang on World Gaming, providers of the magnificent ICE expo and iGB Live! in London. There is simply nobody better at what they do.And the new-ish-est members of the family, the excellent Gaming Laboratories International. GLI is a world-class Testing, Inspections and Certification company committed to delivering the highest quality land-based, lottery, and iGaming testing and assessment services, working in more than 710 jurisdictions.For more information, visit gaminglabs.com.The Gambling Files podcast delves into the business side of the betting world. Each week, join Jon Bruford and Fintan Costello as they discuss current hot topics with world-leading gambling experts.Website: https://www.thegamblingfiles.com/Subscribe on Apple Podcasts: https://apple.co/3A57jkRSubscribe on Spotify: https://spoti.fi/4cs6ReF Subscribe on YouTube: https://www.youtube.com/@TheGamblingFilesPodcast Fintan Costello on LinkedIn: https://www.linkedin.com/in/fintancostello/ Jon Bruford on LinkedIn: https://www.linkedin.com/in/jon-bruford-84346636/ Follow the podcast on LinkedIn: https://www.linkedin.com/company/the-gambling-files-podcast/ Sponsorship enquiries: https://www.thegamblingfiles.com/contact/ Get our newsletter: https://thegamblingfilestldr.substack.com/
What happens when a former FBI intelligence analyst enters the pest control industry with zero experience?In this episode of the Bug Bux Podcast, Allan Draper sits down with Luke Lewis, founder of Native Pest Management, to talk about building one of the fastest-growing pest control companies in the country.Luke shares how he went from working in the FBI to launching Native Pest Management in 2015, growing it into an Inc. 5000 company five years in a row and landing #63 on the PCT Top 100 list.The conversation dives deep into:The biggest pricing mistakes new PCOs makeWhy cheap pricing attracts the worst customersHow premium pricing improves company cultureWhen and how to raise prices without losing customersBuilding a high-quality brand in competitive marketsThe importance of paying technicians wellWhy many pest control owners are afraid to grow profitablyIf you're trying to scale your pest control company, improve profitability, or position your business as a premium service provider, this episode is packed with practical insights you can apply immediately.
Healthcare AI funding is booming, but the money is flowing to fewer companies than ever before. As investors pour capital into a small group of breakout winners, founders are navigating a fundraising environment where expectations seem to change every quarter. Based on interviews with 24 healthcare founders and a dozen healthcare investors, Halle breaks down what is actually happening in the market today, from pitch meetings and diligence processes to the growing debate over whether AI has fundamentally changed venture capital itself. Why healthcare AI fundraising has become a tale of two marketsThe two questions dominating investor meetings in 2026The metrics VCs are looking for todayThe debate over whether investors should abandon traditional ownership targetsWhy high valuations can be both a gift and a trap for founders —Show notes:Submit questions for our Eric Larsen healthcare AI Q&A here Part I: AI ate digital health (and what that means for fundraising)Part II: Convicted or disciplined: How healthcare VCs are split on investing—
Today's conversation is with Taylor McNeillie - entrepreneur, property investor, and founder of Empire Glasgow.In 2026, people see Taylor as the owner of one of Scotland's best-known sneaker and streetwear businesses, a property investor with a debt-free portfolio worth over £700,000, and someone who became a millionaire in his twenties.But it didn't start there.In this conversation, Taylor shares his early experiences making money, what gave him the confidence to walk away from a secure aeronautical engineering apprenticeship, and the journey of building Empire Glasgow into the business it is today.We discuss the major turning points that accelerated growth, the mistakes and setbacks that don't get shared online, and the realities of building a business in the UK's increasingly challenging economic environment.Taylor also opens up about one of the biggest risks he ever took - holding a significant amount of Yeezy stock during the fallout from Kanye West's controversial comments, and how lessons learnt from that financial hit.Alongside business, we dive into Taylor's growing property portfolio, his views on wealth creation, investing, tax, delegation, and what success looks like as his ambitions continue to evolve.Expect to learn:How Taylor first started making money as a teenagerWhy he left his aeronautical apprenticeship to pursue business full timeThe key turning points that helped Empire Glasgow growThe biggest mistakes and financial setbacks he's experiencedWhy Glasgow has become one of the UK's strongest reselling marketsThe challenges of hiring, delegating, and building a teamWhy Taylor believes the UK is becoming increasingly difficult for entrepreneursHis views on taxation and business growth in BritainHow he built a debt-free property portfolio worth more than £700,000The role property has played in his wealth-building strategyWhat success looks like over the next five yearsThis was a fascinating conversation about entrepreneurship, calculated risk, investing, wealth creation, and what it really takes to build financial freedom at a young age.Get 20 lessons from 330 CamBro Conversations - https://colcambro.kit.com/60ed1b527bGet my Linkedin for Sales Guide - https://colcambro.kit.com/products/linked-in-personal-brand-for-sellingGet my Peak Productivity BLUEPRINT - https://colcambro.kit.com/products/peak-performance-blueprintMake Millionaire Money Moves - https://millionaire-fhcpmlvz.manus.spaceBook a conversation about Private Medical Insurance with Lewis & Mark:lewis.mitchell@wpa-hcp.org.ukMark.McKenzie@wpa-hcp.org.ukConnect with Taylor:Instagram: https://www.instagram.com/taylormcneillie/Empire Website: www.empireglasgow.com/ Empire Glasgow: https://www.instagram.com/empire.glasgow/Connect with Col:Instagram: https://www.instagram.com/col.cambro/Email List: https://colcambro.kit.com/30bde23b0cPatreon: https://www.patreon.com/ColCampbell
What does it take to grow a business while staying true to the values and culture that made it successful in the first place?In this episode of Built In, FMI Consulting President Scott Winstead sits down with Tony Bond, President and CEO of BOND Brothers, a fifth-generation family-owned construction and utility infrastructure company serving the Northeast. Together, they explore how BOND has navigated significant growth, expanded into new markets, and evolved its strategy — all while preserving the culture and identity that have defined the company for more than a century.Tony shares his perspective on strategic planning, capital allocation, leadership, talent development, and the importance of intentional communication as organizations scale. He also reflects on the lessons learned from entering new markets, developing future leaders, and balancing growth opportunities with long-term sustainability.Whether you're leading a family business, managing growth, or refining your organization's strategic direction, this conversation offers valuable insights on scaling with purpose and maintaining focus in an ever-changing market.Key Topics Discussed:Defining strategy through the lens of "where to play and how to win"Balancing growth opportunities with organizational focusPreserving culture during periods of rapid expansionLessons learned from entering new geographic marketsThe role of communication in successful leadershipTalent development and creating clear career pathwaysManaging risk while pursuing long-term growthBuilding an organization designed to thrive for generations
We'd love to hear from you. What are your thoughts and questions?Bob Fraser, CFO and Chief Macro Strategist of Aspen Funds, a private fund sponsor with a 12 year track record, distributing over $85M to investors, and over $700M in AUM across private credit, commercial real estate, distressed debt, and energy, shares insights on how the ultra wealthy build and protect wealth through strategic structuring, private investments, and risk management, emphasizing the limitations of public markets and the advantages of private alternatives.Main Points: Volatility drag and its impact on long-term compoundingLimitations of diversification in public marketsAdvantages of private alternatives for risk reductionHow billionaires think differently about volatility and riskOperator due diligence and risk mitigation in private marketsThe democratization of private market investing post-2012Practical steps for high-income professionals to access private investmentsConnect with Bob Fraser:bob@aspenfunds.ushttps://www.linkedin.com/in/bobfraser10/https://www.instagram.com/ritteronrealestate/https://www.youtube.com/@investlikeabillionairepodcast
The Tom & Mick Show is back!! With a timely livestock market update as rain finally arrives across much of eastern Australia and confidence begins returning to the paddock.Tom and Mick are joined once again by Riverina livestock agent James Tierney from Riverina Livestock Agents to unpack what's happening in the cattle and sheep markets, how producers are approaching restocking, and whether the lessons from recent seasons will influence decision-making this time around.From record lamb contracts and surging cattle prices to breeder shortages, restocker demand and the outlook for the next 12–24 months, James provides a practical perspective from the front line of the livestock industry.In this episode:James Tierney and Riverina Livestock AgentsOverview of RLA and its role across southern NSW and VictoriaOperating from Wagga Wagga with a livestock footprint extending across eastern AustraliaCurrent seasonal conditions across the Riverina and southern AustraliaWhy many producers are experiencing one of the strongest starts to winter in recent memoryLivestock markets gaining momentumLamb contracts reaching up to $12.80/kgStrong processor demand continuing across both sheep and cattleWhy cattle markets received a major boost following recent rainfallThe significant lift seen in southern saleyards over recent weeksRestocking and rebuilding numbersHow traders and breeders are approaching the current marketWhy breeder numbers remain well below historical levelsThe impact of drought-driven livestock liquidation over recent yearsWhere producers are still finding opportunities in the marketThe cattle outlookWhy many cattle haven't disappeared... they've simply found a new postcodeLarge movements of livestock from northern regions into southern AustraliaThe risks of chasing expensive restocker cattleLessons learned from the cattle market correction of 2023Could we see $2,000 weaner steers again?Sheep markets and supply challengesWhy sheep producers may be among the biggest beneficiaries of current conditionsThe impact of reduced breeding ewe numbers across AustraliaStrong mutton prices and ongoing supply constraintsWhy retaining breeding stock is becoming increasingly attractiveJames' outlook for lamb and mutton markets over the next two yearsManaging risk in a rising marketThe danger of letting green grass drive decision-makingWhy discipline remains critical during periods of optimismBalancing opportunity with caution as prices strengthenThe importance of understanding seasonal risk in livestock enterprisesFeeding systems and future opportunitiesThe growing role of containment feeding and on-farm finishing systemsWhy more producers are retaining stock longer rather than selling into weak marketsThe economics of feeding cattle through market downturnsBuilding flexibility into livestock businessesKey takeawaysRain has rapidly improved confidence and livestock demand across much of eastern AustraliaBreeder numbers remain historically tight, supporting medium-term market fundamentalsSheep supply is likely to remain constrained for several yearsCattle markets remain highly dependent on seasonal conditions and producer confidenceStrong markets create opportunities, but discipline and risk management remain essentialThis episode is packed with practical market insight for livestock producers, agents, traders and rural businesses navigating changing seasonal conditions. It's a valuable conversation on rebuilding confidence, managing risk and understanding where the next opportunities may emerge across Australia's sheep and cattle sectors. Running a farm business comes with its challenges; from seasonal conditions to rising costs and cash flow uncertainty, there can be many unknowns along the way. Regional Investment Corporation, simply known as RIC, is the Australian Government's agri-lending specialist, providing low interest loans to help eligible farm businesses navigate challenges. Whether that's starting out, planning for succession, or managing through tough conditions like drought and natural disasters, RIC helps viable farmers to keep farming. With concessional interest rates, RIC loans can provide valuable breathing space, helping farmers manage cash flow while they get through tough times or to build their business. Every situation is different, so it's important to understand what support may be available and what's involved before applying. Visit ric.gov.au to learn more, explore your options, and check your eligibility.
Corey Enman runs the largest co-living property management company in Phoenix — 40+ houses and 100+ rooms — and in this episode he gets tactical about exactly how he does it. This is a pen-and-paper one: the specific softwares, screening rules, and operations systems he's spent three and a half years refining.Corey walks through his SWAT cleaning system (sweep, wipe, attend to the bathroom, take out the trash), why he switched residents to Telegram instead of WhatsApp, and the screening criteria that keep his houses problem-free, including why he turns away smokers every time. He also breaks down good market vs. bad market dynamics, why he now targets 11-bed/4-bath houses that cash flow $2K+ a month, and the four phases of scaling a co-living business from scrappy solo operator to a real management company.Plus: the power of niche vs. general masterminds, the $1 first-month trick to fill empty rooms, when to make your first hire, and a co-living horror story involving nine people in a four-person house that changed how Corey screens forever.In this episode:The SWAT cleaning system that keeps 40+ houses clean with one VATelegram vs. WhatsApp for resident communicationTenant screening: smoking, pets, guests, income, credit & criminal historyWhy co-living cash flows in both up and down marketsThe 11-4 floor plan and why 7-bed houses no longer pencilThe four phases of scaling and when to hireA jaw-dropping co-living horror storyFollow us on Instagram: Craig Curelop — @craigcurelop Miller McSwain — @millermcswain Corey Enman — @corey.enmanJoin our free co-living community: www.millermcswain.com/community
Most D2C brands have tried YouTube ads. Almost none of them are getting credit for what those ads are actually doing. Brett Curry, CEO of OMG Commerce and the guy behind YouTube growth for brands like Native, Arctic, and Dude Wipes, makes the case that in-platform reporting is under-counting YouTube's real impact by roughly 70% — and that the brands leaning in right now are about to widen the gap on everyone still dabbling.This one goes deep: incrementality testing, omnichannel attribution, creative frameworks, and why your Meta winners almost certainly won't survive on YouTube.Inside the episode:Why a 1.0 in-platform ROAS on YouTube is probably a 3.4 in reality — and the 190-test incrementality study behind that numberHow Arctic drove a 25% Walmart sales lift (and 230% branded search lift) by running YouTube in select markets — measured scientifically against matched control marketsThe three creative types that actually work on YouTube: hero/brand films, single-creator UGC, and the specific criteria your Meta winners need to meet before you bother testing themHow to diagnose a broken YouTube ad using just three metrics: view rate, click-through rate, and average watch time per impression — and what each one tells you to fixWhy campaign structure for retail lift looks completely different than for D2C sales — and how to set up for both at once—Sponsored by OMG Commerce - go to https://www.omgcommerce.com/contact and request your FREE strategy session today!—Chapters:[0:00] Introduction: Why Most Brands Still Suck at YouTube[1:51] Audience Poll: Who's Actually Winning on YouTube?[3:15] The Core Problem: Bringing a Meta Mindset to YouTube[4:05] YouTube as Trust: Creators, TV, and Time Spent[8:14] Incrementality 101: Measuring the Real Impact of Your Ads[11:22] How Incremental Is YouTube? The 3.4x ROAS Reality[15:28] Going Omnichannel: Using YouTube to Drive Retail and Amazon Sales[19:13] Arctic Case Study: Measuring YouTube's Impact on Walmart Sales[24:09] Creative Diversity: The Essential Elements of a YouTube Ad[27:16] Creative Breakdown: Single Influencer, Hero, and Mashup Ad Examples[38:05] Creative Story Arc: How to Hook Viewers and Drive Action[40:24] Creative Feedback Loops: What Data to Watch and Why[46:09] Campaign Structure: How to Buy Media Based on Your Goals[51:56] Measure, Model, Maximize: The Trifecta of YouTube Measurement—Connect With Brett: LinkedIn: https://www.linkedin.com/in/thebrettcurry/ YouTube: https://www.youtube.com/channel/UCQmbMwBW8LYDfFAqNqlgTGw Website: https://www.omgcommerce.com/ Request a Free Strategy Session: https://www.omgcommerce.com/contactPast guests on eCommerce Evolution include Ezra Firestone, Steve Chou, Drew Sanocki, Jacques Spitzer, Jeremy Horowitz, Ryan Moran, Sean Frank, Andrew Youderian, Ryan McKenzie, Joseph Wilkins, Cody Wittick, Miki Agrawal, Justin Brooke, Nish Samantray, Kurt Elster, John Parkes, Chris Mercer, Rabah Rahil, Bear Handlon, JC Hite, Frederick Vallaeys, Preston Rutherford, Anthony Mink, Bill D'Allessandro, Stephane Colleu, Jeff Oxford, Bryan Porter and more
Michael Tannenbaum became CEO of Figure in early 2024, taking over from founder Mike Cagney and leading the company through its September 2025 IPO. In this conversation, we get into the mechanics of how Figure's blockchain-based platform competes with Fannie Mae and Freddie Mac, what it actually takes to cut mortgage origination costs from $12,000 to $1,000, and where the real opportunities in tokenization lie.What We CoveredTaking over as CEO from Mike Cagney and the Big Rocks frameworkHow Figure describes itself: building the future of capital markets on blockchainThe B2B partner network and how it compares to Fannie Mae's functionCutting mortgage origination costs from $12,000 to $1,000 and 45 days to fiveWhy Figure competes directly with Fannie Mae and Freddie MacHow blockchain eliminates third-party diligence and prevents loan double-pledgingThe Figure Connect marketplace and its rapid growth since June 2024Where tokenization adds real value — and where it doesn'tYLDS: Figure's SEC-registered yield-bearing stablecoin and its role in capital marketsThe timing and mechanics of Figure's September 2025 IPOBuilding a rate-agnostic business across different macro environmentsThree growth areas: consumer mortgages, Democratized Prime, and on-chain equitiesKey TakeawaysFigure's origination platform and its capital market are the same system — you can't separate them, and that's the competitive moat. Tokenization only creates liquidity when the underlying assets are standardized and fungible; putting unique assets on a blockchain doesn't conjure buyers. The recent fraud cases involving double-pledged loans (Tricolor, First Brands, MFS) have turned blockchain's immutability from a skeptic's objection into a selling point. And Figure is running at what Michael calls the rule of 150 — 100% year-over-year growth at 50% margins — in one of the most rate-sensitive and entrenched markets on earth.About Michael TannenbaumMichael Tannenbaum is the CEO of Figure, a blockchain-based capital markets company he took public on Nasdaq in September 2025. Before Figure, he was an early executive at both SoFi (Chief Revenue Officer) and Brex (COO), and sat on the Brex board when it was acquired by Capital One. He began his career in investment banking at J.P. Morgan.Connect with Fintech One-on-One:Tweet me @PeterRentonConnect with me on LinkedInFind previous Fintech One-on-One episodes
Investors spent years expecting lower interest rates. Now markets are beginning to prepare for the opposite.Chuck Zodda and Mike Armstrong break down why bond markets are suddenly pricing in the possibility of future Federal Reserve rate hikes as inflation pressures, higher energy costs, and massive AI spending continue reshaping the economic outlook.Also covered:Why Treasury yields are rising sharply again and what it means for marketsThe growing concern that inflation could remain elevated longer than expectedJohns Hopkins economist Laurence Ball explains why today's inflation environment may be very different from the 1970sWhether Fed independence is becoming more fragile under political pressureWhy long-term inflation expectations matter more than short-term spikes in pricesThe surge in AI-related IPO excitement following the blockbuster Cerebras debutWhy SpaceX, OpenAI, and Anthropic could dramatically reshape market concentrationThe debate over whether today's AI boom is starting to resemble the dot-com eraWhy Gen Z may be following millennials into homeownership despite affordability concernsHow inflation, AI spending, and higher rates could redefine markets over the next several years.
In this episode, Felicity Thomas and Candice Bourke sit down with Armina Rosenberg, Co-Founder of Minotaur Capital, for a fascinating deep dive into the next wave of AI investing opportunities, global equity themes and the market trends sophisticated investors are watching closely right now.The conversation explores why Minotaur Capital believes the biggest opportunities in AI may now sit beyond Nvidia particularly across AI infrastructure, memory semiconductors, power networks and the “picks and shovels” powering the AI revolution.Armina shares:Why SK Hynix is Minotaur's highest conviction global stock ideaWhy the memory super cycle could still be in its early stagesWhether Nvidia is still attractive at current valuationsWhy Minotaur remains short TeslaThe risks around overcrowded AI trades and hyperscaler spendingOpportunities in defence, energy transition and AI infrastructureHow Minotaur uses proprietary AI tools internally to analyse markets faster than traditional fund managersThe growing disconnect between market headlines and underlying fundamentalsWhat could trigger a meaningful AI-fuelled correction in marketsThe discussion also unpacks some incredible real-world examples of how AI is already changing investing, including Minotaur's internally developed AI research system Taurient, which helps the team analyse global companies, reporting seasons and thematic opportunities at extraordinary speed and scale.Armina also explains why memory semiconductors particularly HBM memory may become one of the most important and profitable areas of the global technology ecosystem over the coming years, driven by explosive demand from AI models, hyperscalers and data centres.If you're interested in AI investing, Nvidia, semiconductors, SK Hynix, Tesla, global equities, thematic investing or the future of financial markets this episode is packed with institutional grade insights and investment ideas.
Bob Fraser reveals why billionaires keep only 20% in public markets and how private alternatives can protect and grow wealth — without chasing returns.In this episode of RealDealChat, Jack Hoss sits down with Bob Fraser, CFO and chief macro strategist of Aspen Funds and co-author of the USA Today bestseller Invest Like a Billionaire, to break down how the ultra-wealthy structure their portfolios and why most investors are playing the wrong game entirely.Bob covers:Why billionaires keep only 20-30% of their wealth in public marketsThe difference between diversification and true mathematical uncorrelationWhy the S&P 500 index is more concentrated than most investors realizeWhy public markets are driven by emotion and narrative rather than fundamentalsThe current valuation argument against public equities and what history says about forward returnsHow to evaluate private alternative investments by risk profileWhy oil and gas can function as an uncorrelated, cash-flowing assetThe natural gas thesis and its connection to AI energy demandHow the JOBS Act of 2012 opened private investing to accredited investorsRed flags to watch for when vetting syndicators and sponsorsWhy losses hurt compounding more than gains help itBob's personal story of being wiped out twice and what it taught himThis episode is essential for:Accredited investors looking to move beyond a traditional 60/40 portfolioReal estate investors who want to add true uncorrelation to their holdingsAnyone vetting private deals and syndicationsInvestors trying to understand where risk actually lives in their portfolio
This episode of Last Call breaks down one of the most confusing market environments in recent memory: why stocks continue to rise despite war, oil shocks, and growing macro risks. Through conversations with Jim Paulsen, Ben Hunt, Kevin Muir, and Brent Kochuba, we explore the tension between strong earnings, hidden risks in private credit and global growth, and the powerful role of flows and positioning in driving markets higher.Follow Last Call on SpotifyFollow Last Call on Apple PodcastsTopics CoveredWhy markets are ignoring war, oil shocks, and geopolitical riskThe “supernova” risk in private credit and why it hasn't hit markets yetHow supply-driven inflation differs from 1970s-style demand inflationWhy pessimistic sentiment may actually be supporting marketsThe role of earnings growth and valuation resets in fueling the rallyBull vs bear case for markets based on macro, earnings, and positioningWhy free cash flow trends may be more concerning than earningsHow options flows and dealer positioning are suppressing volatilityThe AI capex boom and its impact on market leadership and breadthThe growing divide between Mag 7 earnings and the rest of the marketTimestamps00:00 Intro and market overview01:37 Why markets are not falling despite negative news03:00 Buy-the-dip behavior and earnings resilience06:11 Ben Hunt on “supernova” risks in private credit08:00 Hidden credit crunch in middle market companies10:24 Why private credit matters for economic growth14:10 Oil supply shocks and global growth risks17:00 Why markets can ignore risks before they appear18:48 Jim Paulsen on market resilience and sentiment20:00 Why pessimism may reduce downside risk22:24 Inflation vs labor force growth framework24:00 Why current inflation is supply-driven, not demand-driven26:00 Potential shift from inflation focus to growth focus29:11 Kevin Muir on bull vs bear market setup31:00 War impact on rates, oil, and positioning33:00 Fed reaction and shifting rate expectations35:00 Why earnings remain the dominant market driver37:00 Why geopolitics often doesn't move markets40:00 Bear case: weak free cash flow and employment risk44:26 Brent Kochuba on options flows and positioning47:00 Why markets ignore rising rates and oil49:00 Call buying, dispersion, and tech leadership51:00 Energy as both hedge and AI-driven opportunity54:00 Correlation, volatility, and market structure56:00 Dealer positioning and suppressed volatility58:00 Earnings strength and narrow market leadership01:01:00 Free cash flow vs earnings debate01:01:55 AI capex and long-term market implications
A) Three ThingsBig Week in the MarketsThe 2 Hour Marathon Barrier Has Been Broken“Michael” Sets Records at the Box OfficeB) Too Much to Watch: Are We Hitting Streaming Burnout?C) PIPS Pick Of The Day Check us out at ArbitrageTrade. com. Arbitrage Trade is your trusted source for business, finance, and tech info.#finance , #stocks Hosted on Acast. See acast.com/privacy for more information.
The Tom & Mick show continues with a practical conversation on livestock trading, grazing systems, business resilience and long-term decision making.Tom and Mick are joined by Nigel Kerin, CEO of Kerin Ag, to unpack how his business approaches livestock trading, forward contracts, pasture management, Wagyu, and the systems that drive profitability through both dry and strong seasons.From the role of grass budgets and forward pricing to lessons from drought, inflation and on-farm technology, Nigel shares a grounded look at what it takes to build a resilient livestock business.In this episode:Nigel's background and Kerin AgCentral west NSW grazing business based south of DubboKerin Ag founded through succession in 2007Built around Merinos, a newer Wagyu seedstock arm, and a growing trading enterpriseHow the trading business worksTrading introduced as a pressure valve for seasonal variability and cashflowDecisions driven by grass budgets, not headline market pricesFocus on securing the sell price first, then finding the buyForward contracts used to remove emotion and manage downside riskWhy relationships matterThe value of strong relationships with agents, commission buyers, financiers, processors and transportersCreating win-win outcomes across the supply chainWhy trust and consistency matter when operating at speed in trading marketsThe 2020 lamb tradeLocking in a $9/kg dressed weight JBS contract as drought brokeContracting 15,800 lambs before owning any of themHow forward pricing protected the business when the spot market later fell sharplyA defining trade that helped get the business back in the blackShould every livestock producer trade?Nigel's view: absolutely notWhy trading needs systems, rules, finance and disciplineThe danger of trading without forward pricing or without enough grassTechnology and grazing systemsRegular pasture analysis every 10–14 days in growing periodsUsing OptiWeigh, soil moisture probes and grazing data to drive decisionsThe emergence of a new grazing app Nigel describes as potentially “the auto-steer for grazing”Why Kerin Ag moved into WagyuReturn on grass as a major driverLower adult cow weight and efficiency compared with larger framed alternativesTaking a long-game view on Wagyu economics rather than reacting to short-term cyclesInflation and on-farm economicsNigel's estimate that on-farm inflation has run at 7.8% annually post-COVIDWhy understanding business cost inflation is critical to decision makingThe importance of introducing structural change in good times, not when under pressureKey business lessonsSystems matter more than goals on their ownFeed efficiency and speed of turnover are central to profitIn agriculture, long-term averages matter more than short-term noise“Don't run out of grass” remains one of the core rules of a successful trading businessThis episode is full of practical insight for livestock producers, graziers, advisors, seedstock operators and ag businesses thinking about risk, trading, pasture utilisation and long-term business performance. It's a valuable conversation on how to build guardrails, use data well, and make better decisions through changing seasons and volatile conditions.
Subscribe to the OPEX Effect on SpotifySubscribe to the OPEX Effect on Apple PodcastsThis episode of The Opex Effect breaks down why markets have remained surprisingly resilient despite geopolitical chaos, an oil shock, and extreme headline risk. Brent Kochuba joins Jack Forehand to analyze what's really driving the market beneath the surface—from options flows and gamma positioning to the collapse in volatility and what it signals for the next move.They explore how the options market is shaping price action in ways most investors miss, why the VIX collapsed despite elevated risk, and what positioning tells us about the path forward as we head into earnings and the next major options expiration.Topics covered:Why markets have stayed near highs despite war, oil spikes, and macro uncertaintyThe “taco trade” and why investors expect bad news to reverse quicklyHow options flows and dealer hedging are influencing stock pricesWhy call options are historically cheap heading into earningsThe mechanics of gamma, delta hedging, and market maker positioningWhy options expiration (OpEx) can act as a turning point for marketsThe divergence between oil prices and equity volatilityWhat the collapse in the VIX reveals about investor positioningThe role of zero-DTE options in reinforcing short-term market rangesKey resistance levels forming from call selling and what they mean for upsideTimestamps:00:00 Why markets aren't reacting to geopolitical chaos04:18 The “taco trade” and shifting market expectations07:30 How options flows influence stock market movements11:10 Why OpEx can drive market turning points13:05 Volatility compression and the gamma-volatility relationship15:30 How large options positioning shapes market behavior18:05 Why positioning has shifted toward calls20:00 Why this OpEx may be less impactful than prior ones22:00 Market positioning into earnings and key drivers ahead24:10 Using gamma maps to identify support and resistance27:00 Revisiting the JP Morgan collar trade and March lows30:00 Correlation spikes and the oil-volatility relationship33:00 Why oil has stopped driving equity volatility34:30 The breakdown between oil and VIX correlation36:00 Why volatility may reprice higher after OpEx37:05 The oil curve and expectations for a short-term shock39:40 One of the largest VIX collapses ever41:00 How options positioning drove the volatility unwind43:00 Why selling volatility has become a dominant strategy45:00 The feedback loop between rising markets and falling volatilityFor more information on SpotGamma and Brent's work:https://spotgamma.comFollow Brent on Twitter:https://twitter.com/spotgamma
Markets are stuck—but oil is climbing again.Chuck Zodda and Mike Armstrong break down crude moving back above $100, uncertain progress on the ceasefire, and whether earnings expectations are too optimistic.Also covered:Why oil remains the key driver for marketsThe risk of overly optimistic earnings forecastsWhat's really happening in the labor marketHousing shortages and affordability challenges
This episode of Excess Returns features Tony Wang of T. Rowe Price discussing how investors can identify “inevitabilities” in technology and position portfolios to benefit from long-term innovation trends. The conversation explores AI, semiconductors, and the evolving investment landscape, while also breaking down Tony's portfolio construction process and how he navigates cycles, valuation, and disruption risk.Tony explains why AI is fundamentally changing the cost of intelligence, how agentic systems could reshape software and labor markets, and why the current AI buildout may differ from past tech cycles. The discussion also dives into where we are in the AI cycle, how to think about the Mag 7, and what investors may be missing across the tech stack.T. Rowe Price Science and Technology Fundhttps://www.troweprice.com/financial-intermediary/us/en/investments/mutual-funds/us-products/science-and-technology-fund.htmlTopics CoveredWhat it means to invest in “inevitabilities” and separating signal from noise in marketsWhy AI and compute demand represent a structural shift similar to past tech wavesThe rise of agentic AI and how it could transform software and productivityWhether AI is underappreciated or already priced into marketsThe “multiple moons” idea and why AI may not be a winner-take-all marketHow AI could reshape the labor market, productivity, and economic growthThe AI CapEx debate and why this cycle may differ from the dot-com buildoutWhere we are in the AI cycle: training vs inferencing and deployment phaseThe impact of AI on software companies and the innovator's dilemmaHow semiconductors, memory, and infrastructure remain key bottlenecksThe changing nature of the Mag 7 and capital intensity in AITony's portfolio construction framework across compounders, emerging tech, and valueHow he generates ideas using S-curve adoption and economic bottlenecksPosition sizing, risk management, and balancing growth with drawdown controlSell discipline: valuation, fundamentals, and market signalsTimestamps00:00 Introduction and Tony Wang overview01:05 Investing in inevitabilities and long-term thinking03:00 Differentiating inevitability from hype and consensus04:45 AI inevitability and the rise of agentic systems07:00 Cost of intelligence and productivity implications08:00 Real-world examples of AI adoption (customer service, agents)09:00 Is AI underappreciated by markets?11:15 AI as a “space race with multiple moons”13:30 AI as the dominant driver of markets today15:00 AI's impact on jobs, productivity, and the economy18:30 Creativity, judgment, and the future of work20:45 Physical AI and robotics opportunity set22:30 AI CapEx debate vs the dot-com era25:30 Semiconductors vs software in the AI stack28:15 AI disruption risk for software companies31:00 Cyclicality in semiconductors and how AI changes it33:30 The evolving role of the Mag 7 in AI36:30 Competition, startups, and AI democratization38:00 Where we are in the AI cycle today40:00 Idea generation and S-curve adoption framework42:30 Case study: memory and AI bottlenecks44:45 Example position: optical networking and infrastructure46:40 Portfolio construction and position sizing49:00 Sell discipline and managing valuation risk
This episode explores the growing signs of a shift beneath the surface of the market, as technical indicators point to weakening momentum in equities and a potential change in leadership. Katie Stockton joins the show to break down what recent signals in the S&P 500, oil, gold, and sector rotation are telling us about where markets may be headed next.We cover the implications of a new monthly MACD sell signal, the importance of market breadth and leadership, and how investors can interpret shifting trends across asset classes using a disciplined technical framework.More on Katie's Strategieshttps://www.fairleadstrategies.com/Topics Covered:Why a new monthly MACD sell signal may signal a longer, choppier market phaseThe difference between fast corrections and slow grind bear phasesKey S&P 500 support levels and what a breakdown could mean for downside riskHow technical indicators help filter noise in headline-driven marketsThe breakout in crude oil and what it signals about a potential new cycleWhether sharp price moves are sustainable or likely to reverseUnderstanding overbought and oversold conditions across different timeframesWhy mega-cap weakness is critical to overall market directionThe shift from growth to value and what it means for investorsSector rotation trends and where leadership is emerging in 2025What gold's recent run and emerging weakness signal for safe haven assetsHow a systematic, technical approach can help manage drawdowns and re-entry timingTimestamps:00:00 Intro04:18 S&P 500 momentum deterioration and MACD sell signal08:09 Key support levels and downside scenarios for equities12:53 Crude oil breakout and implications for a new cycle16:01 What overbought and oversold really mean in practice20:04 Mega-cap weakness and shifting market leadership24:41 Concentration risk in investor portfolios27:52 Value vs growth rotation and cycle dynamics32:13 Market breadth and confirmation signals36:19 Moving averages, death cross, and trend interpretation39:56 Inside the TAC ETF and sector rotation strategy44:04 Gold trends and why consolidation may be next47:00 Key signals to watch going forward
In this episode, Eric O'Rourke is joined by Brian Terry from the Conservative Options Income Network (COIN) to break down a recent SPX iron condor trade that caught attention for its unusually wide structure.With volatility elevated and market conditions shifting, Brian walks through how he constructed a 7-day iron condor nearly 600 points wide—while still keeping defined risk and a high probability of success. The discussion covers how iron condors work, why wider strikes can make sense in high VIX environments, and how to think about risk, adjustments, and profit targets.They also dive into:Why Brian targets ~50% profit and exits earlyHow to manage trades when one side gets challengedThe pros and cons of rolling vs. closing one sideUsing iron condors as a “campaign” strategy in volatile marketsThe role of discretion vs. systematic tradingEric also shares how this type of neutral strategy can complement Alpha Crunching systems, especially when bullish setups are paused during bearish market conditions.If you've ever wondered how to trade iron condors in volatile markets—or how to stay active when directional strategies aren't triggering—this episode is packed with practical insights.
In this episode, we explore how flexible (variable) withdrawal strategies can strengthen your retirement plan—and why fixed, inflation-adjusted withdrawals may increase risk over time.Using detailed distribution tables—including Table F1.3 (flexible withdrawals) and comparisons to Table D1.3 (fixed withdrawals)—Paul walks through real historical outcomes across decades to show how adjusting withdrawals based on market performance can improve long-term results.You'll learn:Fixed vs. flexible withdrawal strategiesInsights from Tables F1.3, F1.4 vs. D1.3, D1.4How flexibility helps defend against bear marketsThe role of diversification and low-cost investingWhy oversaving creates powerful financial freedomIf you're planning for retirement or already taking withdrawals, this episode may offer a smarter, more adaptable approach to generating income.Watch YoutubeBoot Camp 7 page
The future of energy is not just about new technologies; it is about how policy, investment, and growing demand come together to shape what gets built next.In this episode, host Erika Schiller speaks with Tom Bitting, Managing Director at Advantage Capital, about the evolving landscape of renewable energy development in the United States. Their conversation focuses on how policy shifts, federal tax credits, and investor behavior are shaping the pace and scale of new power generation projects. As electricity demand accelerates, driven by economic growth, data centers, and emerging technologies, the need to build new power generation is becoming increasingly urgent.Tom outlines the market dynamics influencing renewable energy investment, including:The role of Investment Tax Credits (ITCs) and Production Tax Credits (PTCs) in financing solar, wind, and storage projectsHow transferable tax credits are expanding investor participation in clean energy marketsThe potential ripple effects of policy changes on project economics, electricity prices, and grid reliabilityWhy investors are beginning to evaluate emerging technologies like energy storage, geothermal, and nuclear alongside traditional renewablesDon't miss an episode—subscribe to ESG Decoded on your favorite podcast platform and follow us on social for the latest updates!Episode Resources: Inflation Reduction Act (IRA): https://www.energy.gov/edf/inflation-reduction-act-2022 Solar Investment Tax Credit (ITC): What Changed: https://www.energy.gov/eere/solar/articles/solar-investment-tax-credit-what-changed Renewable Electricity Production Tax Credit (PTC): https://www.epa.gov/lmop/renewable-electricity-production-tax-credit-information Advantage Capital: https://www.advantagecap.com/ Connect with Tom Bitting: https://www.linkedin.com/in/tombitting/ Connect with Erika Schiller: https://www.linkedin.com/in/erika-schiller-2773a52/ -About ESG Decoded ESG Decoded is a podcast powered by ClimeCo to share updates related to business innovation and sustainability in a clear and actionable manner. Join Emma Cox, Erika Schiller, and Anna Stablum for thoughtful, nuanced conversations with industry leaders and subject matter experts that explore the complexities about the risks and opportunities connected to (E)nvironmental, (S)ocial and (G)overnance. We like to say that “ESG is everything that's not on your balance sheet.” This leaves room for misunderstanding and oversimplification – two things that we'll bust on this podcast.ESG Decoded | Resource Links Site: https://www.climeco.com/podcast-series/Apple Podcasts: https://go.climeco.com/ApplePodcastsSpotify: https://go.climeco.com/SpotifyYouTube Music: https://go.climeco.com/YouTube-MusicLinkedIn: https://www.linkedin.com/company/esg-decoded/IG: https://www.instagram.com/esgdecoded/*This episode was produced by Singing Land Studio About ClimeCoClimeCo is an award-winning leader in decarbonization, empowering global organizations with customized sustainability pathways. Our respected scientists and industry experts collaborate with companies, governments, and capital markets to develop tailored ESG and decarbonization solutions. Recognized for creating high-quality, impactful projects, ClimeCo is committed to helping clients achieve their goals, maximize environmental assets, and enhance their brand.ClimeCo | Resource LinksSite: https://climeco.com/ LinkedIn: https://www.linkedin.com/company/climeco/IG: https://www.instagram.com/climeco/
If you're thinking about buying a home and want to learn the smartest way to get started, visit https://www.theeducatedhomebuyer.com/start.Mortgage rates might not fall anytime soon — and oil prices could be the reason why.In this episode of The Educated Homebuyer, Jeb Smith and Josh Lewis break down the surprising connection between oil prices, inflation, and mortgage rates. While many buyers focus on the Federal Reserve, global energy markets may actually play a bigger role in where interest rates go next.With rising tensions in the Middle East pushing oil prices higher, the ripple effects could impact inflation expectations and keep mortgage rates elevated longer than many buyers expect.In this episode, we discuss:Why oil prices can influence mortgage ratesHow global conflicts affect inflation and financial marketsThe connection between energy prices and interest ratesWhy uncertainty in global markets can keep rates higherWhat homebuyers should actually be watching right nowIf you're waiting for mortgage rates to drop before buying a home, understanding these macro forces can help you make smarter decisions instead of reacting to headlines.Thinking about buying soon?Start here → https://www.theeducatedhomebuyer.com/startSubscribe to The Educated Homebuyer for weekly insights on buying right, borrowing smart, and building long-term wealth through real estate.
Tune in as the team discusses:How to handle a fence blocking legal access—and when to involve neighbors or the sheriffWhy “there's a pig for every barn” and how every property sells at the right priceWhat really happens when sellers receive multiple mailers in competitive marketsThe power of consistent remailing to break through life's noise and improve response ratesHow many mailers it realistically takes to land a profitable dealWhen to use (or skip) a formal purchase agreement before recording a deedWhat makes a great intake manager—and why they're really a “land therapist”How to structure incentives and daily huddles to keep your team alignedWhether AI can accurately price land offers (and why human judgment still wins)Lessons learned from the Dirt Rich Summit and the power of community in scaling your land business TIP OF THE WEEKMark Podolsky: Almost every land problem is solvable—lean on your community, stay calm, and look for creative solutions before walking away from a deal.Scott Bossman: Consistency wins. A steady rhythm of daily mail—like 20 offers a day—keeps deal flow predictable and profitable.Mike Zaino: Hire an intake manager who can build rapport and listen deeply—most sellers need a land therapist as much as they need a buyer.Jon Burnett: Don't “set it and forget it” when delegating—review calls, train consistently, and stay engaged to keep momentum strong.WANT MORE?Enjoyed this episode? Dive into more episodes of AOPI to discover how to build real passive income through land investing.UNLOCK MORE FREE RESOURCES:Get instant access to my free training, a free copy of my Bestseller Dirt Rich Book, and exclusive bonuses to accelerate your land investing journey—it's all here: https://thelandgeek.ac-page.com/Podcast-Linktree."Isn't it time to create passive income so you can work where you want when you want, and with whomever you want?"
Send a textIn this episode of Imperfect Marketing, I break down how writing a short, imperfect book became one of the most powerful credibility and lead-generation tools in my business—without aggressive promotion or chasing speaking gigs.I share the real story behind my book Mastering AI and Communications and how it quietly opened doors to speaking, training, and workshop opportunities I never pitched for. We talk honestly about what worked, what I'd absolutely do differently, and how you can use content you already have to create a book that works for you long after it's published We cover:How a Book Becomes a Silent Sales ToolWhy my book landed speaking gigs without cold pitchingHow a physical book creates instant credibility—even if it's not readThe psychology behind why authors are trusted faster than “experts” without booksUsing AI to Write Faster (Without Losing Your Voice)How I used AI to assist—not replace—the writing processRepurposing podcasts, workshops, emails, and trainings into book contentWhy AI helped me write the book in weeks instead of monthsThe Real Value of a Short, Imperfect BookWhy your book doesn't need to be long—or a bestseller—to be effectiveHow a short book can outperform blogs, white papers, and lead magnetsWhy perfectionism is often the biggest thing standing in the wayWhat I'd Do Differently Next TimeWhy I'd take more time (and hire an editor)What I learned about publishing, design, and launch strategyHow I'd approach a second edition with clearer goalsKey Takeaways for Business Owners & ExpertsWhy credibility compounds when your content is tangibleHow books differentiate you in crowded speaking and consulting marketsThe importance of creating marketing assets that keep working long-termIf you've ever thought, “I could never write a book” or “It wouldn't be perfect enough,” this episode will challenge that belief—and show you how to start small, stay strategic, and still create something powerful.If speaking, training, credibility, or long-term visibility is part of your growth plan, this conversation will help you see books differently.Ready to rethink how your content could work harder for you? Tune in and start looking at what you've already created through a whole new lens. Looking to leverage AI? Want better results? Want to think about what you want to leverage?Check and see how I am using it for FREE on YouTube. From "Holy cow, it can do that?" to "Wait, how does this work again?" – I've got all your AI curiosities covered. It's the perfect after-podcast snack for your tech-hungry brain. Watch here
What happens when a global brand famous for saving the planet from itself decides to challenge the very DNA of corporate leadership?In this first episode of The Conscious Capitalists' Summer Series, hosts Timothy Henry and Kate Adams speak with Charles Conn, Chair of Patagonia, co-founder of Monograph, and former senior partner at McKinsey. Together, they explore how conscious enterprises can thrive in a world of radical uncertainty — from geopolitical shocks to disruptive technologies — by rethinking the way leadership works.Charles takes us inside Patagonia's approach to leading with purpose, agility, and trust, showing why the old top-down, control-heavy playbook is no longer fit for a future that demands resilience, innovation, and courage. From breaking hierarchies to empowering frontline teams, he reveals how to build organizations that adapt fast and stay true to their values.This is more than a conversation about business — it's a blueprint for a new era of leadership. Charles shares stories and strategies from the boardroom to the trailhead, illustrating how authenticity, curiosity, and conscious capitalism can create lasting impact in both business and society.Listeners will gain insights into:Why traditional leadership models are collapsing — and what's replacing themPatagonia's trust-first culture and how it fuels innovationHow conscious capitalism drives agility in uncertain marketsThe role of curiosity in making better decisionsPractical ways to shift from hierarchical control to empowered teamsBalancing purpose with performance without losing momentumHow leaders can thrive — not just survive — in disruptive timesWhether you're a CEO looking to future-proof your organization, a startup founder hungry for agile growth, or a leader seeking to balance profit with purpose, this episode offers a rare inside look at what it takes to lead consciously in the face of unprecedented change.**If you enjoy this podcast, would you consider leaving a review on Apple Podcasts/iTunes? It takes only a few seconds and greatly helps us get our podcast out to a wider audience.Please subscribe on Apple Podcasts / Spotify / Stitcher, or wherever you get your podcasts.For transcripts and show notes, please go to: https://www.theconsciouscapitalists.comThis show is presented by Conscious Capitalism, Inc. (https://www.consciouscapitalism.org/) and is produced by Rainbow Creative (https://www.rainbowcreative.co/) with Matthew Jones as Executive Producer, Rithu Jagannath as Lead Producer, and Nathan Wheatley as Editor.Thank you for your support!- Timothy & KateTime Stamps02:02 Introduction to Summer Series00:45 Understanding Radical Uncertainty01:40 Introduction of Kate Adams02:34 The Future of Conscious Enterprise03:57 Introduction of Charles Conn06:17 Rethinking Business Strategy09:17 Organizational and Leadership Changes13:19 Patagonia's Approach to Purpose and Strategy21:08 Leading Through Disruption27:57 Decision Making and Purpose34:48 Leadership for the Future
What happens when dealers don't have a strong voice at the state level?In this throwback episode of the Dealership Fix-It Podcast, James Myers of Valley Cycle Center shares real-world insight from a multi-generation family dealership operating for more than 50 years.We cover:Why dealer associations protect long-term interestsHow manufacturer decisions impact local marketsThe reality of succession in family dealershipsWhy managing people is harder than managing inventoryHow DISC profiles and self-awareness improve leadershipThis episode is a candid look at what it actually takes to survive decades in the Powersports business — and why dealers who work together win more often than those who go it alone.We post weekly updates, so make sure to subscribe and follow us! If you have any suggestions or want to chat with us, don't hesitate to leave a comment.Listen to More Spotify: https://spoti.fi/3N9lzfg Further Episodes Apple Podcast: https://apple.co/43FoanX Interviews YouTube: https://youtube.com/@dealershipfixit Connect with James: https://www.linkedin.com/in/james-myers-3b0223349/Connect with Jacob: https://linkedin.com/in/jacob-b-berry Follow the Fixit Online: https://linktr.ee/dealershipfixitSponsor: https://dealers.motohunt.com
In this episode of Excess Returns, we sit down with Kevin Muir, author of The Macro Tourist, for a wide-ranging conversation on market sentiment, asset rotation, and the growing signals of stress beneath the surface of global markets. Kevin explains why extreme bullishness can be dangerous, why gold and commodities may be flashing warning signs, and how shifts in currencies, energy, and global capital flows could reshape portfolios in the years ahead. From hedging strategies to volatility, from AI-driven concentration to international diversification, this discussion focuses on how investors can think clearly in an environment where traditional relationships are breaking down.Topics covered:Why extreme bullish sentiment can be a warning sign for marketsThe meaning of “buying straw hats in the winter” and how to think about hedgingMarket breadth, small caps, and whether rotations are healthy or late cycleGold, silver, and what precious metals signal about financial stressCross-asset volatility and why correlations are changingEnergy markets, commodities, and the long-term impact of underinvestmentGlobal capital flows, foreign ownership of US assets, and currency riskThe US dollar, trade deficits, and implications for international investorsPortfolio construction lessons from bonds, commodities, and FXHow macro regime shifts can change risk management and diversificationTimestamps:00:00 Introduction and market sentiment overview03:00 Buying protection and the straw hat analogy07:00 Sentiment indicators and market confirmation12:00 Market rotations, small caps, and late-cycle risks18:00 Gold, silver, and precious metals as warning signals23:00 Bonds, currencies, and broken correlations29:00 Energy markets and commodity underinvestment37:00 Global capital flows and foreign ownership of US assets44:00 The US dollar, trade deficits, and FX volatility52:00 Macro regime shifts and portfolio construction lessons
DescriptionUnlock the secrets behind Georgia's fast-growing whiskey scene in this in-depth conversation with Whit Hagemann, distiller at ASW Distillery, on The Bourbon Lens. Hosts Jake and Scott dive into how a nearly decade-old craft distillery is making national waves by blending transparency, creativity, and quality-driven innovation.Whit shares how ASW balances sourced whiskey and in-house distillation, creating approachable everyday pours like Fiddler Wheated alongside bold, experimental releases such as the award-winning Fiddler Encore Georgia Oak. From unique mash bills featuring Bloody Butcher corn to finishes in Jamaican rum, tawny port, and toasted barrels, ASW is crafting whiskeys that appeal to both traditional bourbon drinkers and adventurous palates.The conversation explores the challenges of scaling craft whiskey without losing identity, the importance of building relationships with specialty distributors and local retailers, and why transparency on labels resonates with today's educated whiskey consumers. Whit also discusses how awards, community engagement, and creative risk-taking help ASW compete beyond Kentucky and expand into new markets.Whether you're passionate about craft bourbon, American single malt, or the future of U.S. distilling outside traditional regions, this episode offers rare behind-the-scenes insight into how small distilleries make big moves—and why American whiskey's next chapter may be written well beyond Kentucky.
In this episode of Excess Returns, we sit down with Jan van Eck, CEO of VanEck, to discuss how long-term macro forces are shaping markets and investment opportunities. Jan shares how his firm thinks about government spending, monetary policy, and technology, why he believes investors have more visibility than they realize heading into 2026, and how trends like artificial intelligence, gold, and global asset allocation could redefine portfolios over the next decade and beyond.Topics covered in this episode includeHow VanEck uses fiscal policy, monetary policy, and technology as core macro pillarsWhy declining fiscal deficits may reduce long-term stress on marketsThe case for a less interventionist Federal Reserve and what it means for investorsWhy thinking in decades, not quarters, can lead to higher conviction investingArtificial intelligence as a transformative economic force and its impact on semiconductors, energy, and productivityThe AI capex buildout, compute shortages, and lessons from past infrastructure boomsGold's resurgence as a global store of value in a multipolar worldThe difference between owning physical gold and gold mining stocksRisks and opportunities in private credit and business development companiesWhy illiquid assets may not belong in daily liquidity vehicles like ETFsIndia's long-term growth potential and implications for global portfoliosHow family ownership influences VanEck's long-term investment approachBehavioral mistakes investors make and why long-term charts matterLessons Jan would teach the average investor based on decades of market experienceTimestamps00:00 Introduction and VanEck's macro framework02:25 Translating macro views into product development04:34 2026 outlook and why visibility may mean risk on06:00 Fiscal deficits, interest rates, and market stress07:00 The future of Federal Reserve intervention10:48 Long-term investing versus short-term predictions14:00 India, global growth, and asset allocation19:00 Artificial intelligence, compute demand, and semiconductors24:00 AI, jobs, and economic impact29:00 AI capex, market concentration, and historical analogies38:31 Private credit risks and liquidity considerations40:35 Illiquid assets and ETFs42:56 Gold, global currencies, and long-term trends47:26 Gold miners versus physical gold52:14 Contrarian opportunities and underloved markets52:47 Advantages of a family-owned investment firm56:06 Tokenization, blockchain, and market structure59:45 Investor psychology and long-term charts01:02:05 Lessons for the average investor
This week on Everybody in the Pool, we're starting the year with an audacious question: what if we reinvented one of the most basic materials in the world?Decarbonizing the built environment means tackling the stuff we use everywhere — wood, concrete, and steel — at the same time we're trying to build millions of new homes, strengthen supply chains, and reduce our exposure to geopolitical and climate risk. That's a tall order. But it's also unavoidable.My guest is Nathan Silvernail, co-founder and CEO of Plantd, a company building a tree-free, carbon-negative alternative to engineered wood. Designed as a drop-in replacement for OSB (oriented strand board), Plantd's material looks and behaves like conventional wood — but without cutting down trees. And they're not stopping at the material itself: Plantd is building the machines, manufacturing process, and agricultural supply chain needed to produce it at scale.We talk about:Why “sustainable wood” isn't always as sustainable as it soundsWhy trees can't scale fast enough to meet demand and climate goalsWhat it takes to replace a commodity material without asking builders to change how they buildThe co-benefits: turning waste into biochar and high-purity carbon for adjacent industrial marketsThe hard realities of scaling hardware, agriculture, and manufacturing at the same timeLINKS:Plantd: https://www.plantdmaterials.com/All episodes: https://www.everybodyinthepool.com/Subscribe to the Everybody in the Pool newsletter: https://www.mollywood.co/Become a member for the ad-free version of the show:https://everybodyinthepool.supercast.com/Visit our sponsor, Climatize, and get $50 in investment credits when you create a profile! Hosted on Acast. See acast.com/privacy for more information.
Are you guessing what works on your author website, or do you actually know?In this episode, you'll hear expertise from Philippa Gamse, a veteran digital marketing strategist and author of Website Wealth. She shows you how to use website analytics to make smarter marketing decisions. And how to spot new opportunities already hiding on your site.If numbers make your eyes glaze over or you've never opened your site stats, this conversation will change how you see analytics. Philippa breaks it down into clear, practical steps any author can use, without any tech overwhelm.What you'll discover:What web analytics really tell you about reader behavior and why they matterSimple, free tools that show not just what visitors do, but whyWhere calls to action actually belong and why one at the bottom isn't enoughHow site search data can spark new content ideas, book topics, and marketsThe biggest analytics mistakes authors make and how to focus on metrics that matterYour website is already collecting valuable information. This episode shows you how to use it to attract readers, improve conversions, and make your book marketing work harder.Download Philippa's "Hidden Gems" ebookHere's how to connect with Philippa:WebsiteLinkedInGet a copy of Philippa's latest book "Website Wealth: A Business Leader's Guide to Driving Real Value from your Analytics"*************************************************************************When Visibility Feels Hard, Podcast Guesting Changes the Game If you know your book deserves more reach but visibility feels like a struggle, podcast guesting can open the right doors. Podcast Connections gets you in front of the audiences who need your message and your expertise. Contact them at PodcastConnections.co