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Motley Fool Money
The Chip War's Next Chapter

Motley Fool Money

Play Episode Listen Later May 24, 2023 28:45


Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain.  [00:21] Asit Sharma and Dylan Lewis discuss: China's ban on Micron chips for companies working on key infrastructure projects. Apple's multibillion dollar deal with Broadcom and the company's increased investment in U.S. manufacturing and supply chain. How investors should be looking at the tech hardware companies in their portfolio. [13:57] Deidre Woollard talks with Yanely Espinal, author of "Mind Your Money," about the unique challenges that immigrant families face while saving for retirement and the dangerous appeal of "Buy Now Pay Later." Companies discussed: MU, AAPL, AVGO, BRK Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yanely Espinal Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan

TechLinked
EU regulates crypto, ASUS router issues, War Thunder scandal + more!

TechLinked

Play Episode Listen Later May 23, 2023 7:30


0:00 EU regulates crypto to be traceable 1:15 ASUS router connectivity issues 2:26 War Thunder backlash 3:37 Vessi Footwear 4:28 QUICK BITS 4:39 Developer Rusty Lake loses Discord name 5:05 Twitter bug revives deleted tweets 5:40 China bans Micron from projects 6:17 buy booze with Amazon palm scanning 6:43 Build houses with diapers News Sources: https://lmg.gg/kJCSq

WSJ Minute Briefing
Facebook Owner Meta Fined $1.3 Billion Over Data Transfers to U.S.

WSJ Minute Briefing

Play Episode Listen Later May 22, 2023 2:27


President Biden and House Speaker Kevin McCarthy plan to meet today to discuss the debt ceiling. Micron shares fall after China bans the U.S. chip maker from supplying major Chinese companies. Keith Collins hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Marketplace Morning Report
China strikes back with its own chip ban

Marketplace Morning Report

Play Episode Listen Later May 22, 2023 9:22


From the BBC World Service: Microchips power everything from cars to smartphones, and they’re now at the center of a global power struggle. The U.S. has been restricting China’s access to high-end chips in recent months, all in the name of national security. Now China has hit back, banning some of the chips made by U.S. firm Micron. We look at the method behind the move. Plus, there’s been an election in Greece where the economy was a key issue. So how is the country faring years after the debt crisis? And, we hear from pop star Jason Derulo on the investments he’s made away from music.

Daily Tech News Show (Video)
The Standard Contract is Not Enough – DTNS 4525

Daily Tech News Show (Video)

Play Episode Listen Later May 22, 2023 29:08


The EU fines Meta a record €1.2B for sending European user data to the US in violation of GDPR. What now for Meta? The Cyberspace Administration of China has warned critical infrastructure operators against buying components from the memory chip maker Micron, citing “relatively serious” cybersecurity risks in its products. And Instagram is planning on releasing a text-based Twitter competitor, codenamed P92 or Barcelona that could arrive as early as June as a separate app. Starring Tom Merritt, Rich Stroffolino, Justin Robert Young, Roger Chang, Amos, Joe To read the show notes in a separate page click here! Support the show on Patreon by becoming a supporter!

Daily Tech News Show
The Standard Contract is Not Enough - DTNS 4525

Daily Tech News Show

Play Episode Listen Later May 22, 2023 29:06


The EU fines Meta a record €1.2B for sending European user data to the US in violation of GDPR. What now for Meta? The Cyberspace Administration of China has warned critical infrastructure operators against buying components from the memory chip maker Micron, citing “relatively serious” cybersecurity risks in its products. And Instagram is planning on releasing a text-based Twitter competitor, codenamed P92 or Barcelona that could arrive as early as June as a separate app.Starring Tom Merritt, Rich Stroffolino, Justin Robert Young, Roger Chang, Joe.Link to the Show Notes. Become a member at https://plus.acast.com/s/dtns. Hosted on Acast. See acast.com/privacy for more information.

Marketplace All-in-One
China strikes back with its own chip ban

Marketplace All-in-One

Play Episode Listen Later May 22, 2023 9:22


From the BBC World Service: Microchips power everything from cars to smartphones, and they’re now at the center of a global power struggle. The U.S. has been restricting China’s access to high-end chips in recent months, all in the name of national security. Now China has hit back, banning some of the chips made by U.S. firm Micron. We look at the method behind the move. Plus, there’s been an election in Greece where the economy was a key issue. So how is the country faring years after the debt crisis? And, we hear from pop star Jason Derulo on the investments he’s made away from music.

FT News Briefing
First Republic in limbo

FT News Briefing

Play Episode Listen Later May 1, 2023 10:25


At least three large banks have submitted bids to buy all or parts of First Republic, the US is urging South Korea not to fill China's semiconductor shortfalls if Beijing bans Micron chips, and Iran's statistics authorities have kept inflation data under wraps for the last two months. Plus, mining companies are willing to go to the bottom of the ocean for rare and precious resources. Mentioned in this podcast:JPMorgan, Citizens and PNC submit bids for First RepublicUS urges South Korea not to fill China shortfalls if Beijing bans Micron chipsIran keeps inflation data under wraps‘Playing with fire': the countdown to mining the deep seas for critical mineralsThe FT News Briefing is produced by Fiona Symon, Sonja Hutson and Marc Filippino. The show's editor is Jess Smith. Additional help by Katie McMurran, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Business daily
Memory chips dominate South Korean president's visit to US

Business daily

Play Episode Listen Later Apr 24, 2023 5:46


As South Korean President Yoon Suk-yeol heads to Washington for a visit, the Financial Times is reporting that the White House has asked Seoul to urge its chipmakers (Samsung Electronics and SK Hynix) not to fill the China shortfalls of US rival Micron in the event of a ban by Beijing. Such a move would be the latest in an escalating tech rivalry between the United States and China. Also in this edition, we take a closer look at Chile's decision to nationalise its lithium supply.  

How to Scale Commercial Real Estate
Snapping Up Distressed Office Space in NYC

How to Scale Commercial Real Estate

Play Episode Listen Later Apr 20, 2023 29:21


Today's guest is Chris Okada. Chris is a prolific dealmaker, entrepreneur, and CEO of Okada & Company, a multifaceted commercial real estate development, management, and brokerage firm based in New York City. Christopher is an avid blogger, speaker, and thought leader relating to entrepreneurship and real estate subjects. Join Sam and Chris in today's episode. -------------------------------------------------------------- [0:00] Intro [1:17] The 3 Questions  [3:51] Investment opportunities in other asset classes  [7:36] Real estate prices, trends, and risks  [11:03] State of multifamily  [14:50] Chris' NYC office space strategy  [27:30] Closing -------------------------------------------------------------- Connect with Chris: Instagram: https://www.instagram.com/chrisokada/   LinkedIn: https://www.linkedin.com/in/christopherokada/   Book: https://www.fromfeartofortune.net/   Connect with Sam: I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.   Facebook: https://www.facebook.com/HowtoscaleCRE/ LinkedIn: https://www.linkedin.com/in/samwilsonhowtoscalecre/ Email me → sam@brickeninvestmentgroup.com SUBSCRIBE and LEAVE A RATING. Listen to How To Scale Commercial Real Estate Investing with Sam Wilson Apple Podcasts: https://podcasts.apple.com/us/podcast/how-to-scale-commercial-real-estate/id1539979234 Spotify: https://open.spotify.com/show/4m0NWYzSvznEIjRBFtCgEL?si=e10d8e039b99475f -------------------------------------------------------------- Want to read the full show notes of the episode? Check it out below: 00:00:00:07 - 00:00:49:06 Chris Okada If you're meeting the market. If rents, for example, were $10,000 a month for for a 1500 square foot just regular office space, and today they're at 7000 or it's a 30% drop. You got to you got to be able to meet what the tenant wants with a 30% discount. You got to have it designed the way they want it now because of work from home and because of co-working and all that stuff, when if they're going to leave their couch, if they're going to leave their living room, if you're going to leave your beautiful podcast room. What can I as a landlord offer you that would be equivalent to that?    00:00:49:06 - 00:01:12:14 Intro Welcome to the How To Scale Commercial Real Estate Show. Whether you are an active or passive investor, we'll teach you how to scale your real estate investing business into something big.    Sam Wilson Chris Okada is a prolific dealmaker, entrepreneur and CEO of Okada and Company, a multifaceted commercial real estate development management and brokerage firm based in New York City. Chris, welcome to the show.   00:01:13:25 - 00:01:17:12 Chris Okada Thank you, Sam. I'm super excited. Thank you for having me.   00:01:17:13 - 00:01:26:11 Sam Wilson Absolutely. The pleasure's mine. Chris, there are three questions I ask every guest who comes on the show in 90 seconds or less. Can you tell me, where did you start? Where are you now and how did you get there?   00:01:27:23 - 00:02:13:11 Chris Okada Great. Starting with my father here in New York City, my family. This is our 54th year in commercial real estate in Manhattan, 1969. So it's a very different time. My father was very well known, and one of his key highlights was bringing over a Toyota motor company, Honda, Panasonic and Sony, and establishing their on US headquarters here in New York City as a commercial leasing broker representing, you know, the Fortune 500 of the Japanese manufacturers in the in the early stages of globalization in the seventies and eighties before it became what it is today. I started shortly after 911 and 12 and two, and I started as a leasing agent working for my father. And that's pretty much how it all started, you know, just started from the bottom. Now we're here.   00:02:31:27 - 00:02:37:07 Sam Wilson I love it. I absolutely love it. What is it that you focus on primarily today?   00:02:37:25 - 00:03:23:28 Chris Okada Great. So I am a very micro focused sandbox territorial person. That means that we focus on office leasing, investment sales and acquisition and development of properties in the Midtown Manhattan sandbox. Really, I would say from Soho to Rockefeller Center, right in the middle, mostly on the west side of Midtown, in midtown, south of Manhattan. So our portfolio of owned and third party at Avon Ivory is around 50 properties with total square footage about 2.6 2.7 million feet. So we eat, sleep, breathe New York City commercial, retail and New York City office. I would say that's 80%. However, in in markets like this and opportunistic times, we, of course, jump into multifamily and other sort of uses. But all in the sandbox, the midtown, midtown, south.   00:03:51:13 - 00:04:16:07 Sam Wilson I love it. I love it. Yeah. Being micro focused like that certainly allows you, I think probably, as you know, to get to know your investor or your investment profiles really, really well in what you know, what you guys focus on. It sounds like you get to know it intimately, but you do some opportunities that you're kind of seeing in some other maybe asset classes that haven't traditionally been what your core focus is. What do you see?    00:04:16:07 - 00:04:50:09 Chris Okada Yeah. All right. So in a post-pandemic world, we've seen so much sort of defaulting on mortgages, we've seen price prices come down 30 to 50% on on different asset classes. I have not and I was telling you briefly, I have not seen prices like this since 2009. I created a study called From Fear to Fortune Generational Opportunities in New York City Commercial Real Estate.   00:04:50:20 - 00:05:19:12 Chris Okada And it basically is a longitudinal study from 1993 to 2022 and a little bit, you know, a couple of months of 2023. And it basically outlines every decade New York City over the past 30 years and even further our 54 year history here in New York, prices really do come down every single decade, but you're only given two years in Manhattan.   00:05:19:20 - 00:05:50:24 Chris Okada On Manhattan Island, you're given two years where prices come down. And if you're able to acquire them and it really is timing. And, you know, there's two philosophies on now over time, the market or timing is everything. Right? So it's it's it's it's somewhere in there. But over the last 12 months, we've seen some real, real up price decline because of the interest rate environment.   00:05:51:07 - 00:06:30:28 Chris Okada And because of that, I think that people that are able to acquire at these 30, 40, 50% discounted price points, they're going to see some incredible ROI when the market recovers. And New York City, specifically every single decade from the past 100 years, has always rebounded and gotten more expensive than the last cycle. So, you know, the housing and real estate crisis of 2008 was supposed to be the worst crisis since 87 or 89, and if not that, then 1929, right?   00:06:31:06 - 00:07:08:28 Chris Okada So the financial crisis, but we're seeing pricing equivalent to 2009. And I do think that there is risk involved. I think that it is definitely a scary time for a lot of your listeners. If I were to zoom, you know, what about office? Would you jump into a 50% vacant office building work from home? But there's a reason it's priced 30, 40, 50% below 2019 levels, and that's because of that.   00:07:09:23 - 00:07:36:23 Chris Okada And for the very few that are able to jump in and seek, you know, these distressed assets and find a way to make them fully cash flowing at new risk at levels, I believe they're going to do extraordinarily, extraordinarily well this this decade towards when we're in a full recovery mode. So that's essentially the thesis.   00:07:36:28 - 00:07:55:16 Sam Wilson I love it. I love it. There's so many questions that come into that. One of one of the first ones, though, is when you say you've seen price levels reset for that 2008, 2009 time, is that is that an adjusted number based on inflation and other factors? Or is our straight dollar for dollar.   00:07:55:28 - 00:08:17:25 Chris Okada $3 per per square foot dollar? Wow. You know, so everything that I do in my world is on a price per foot because that's the only way I can assess a million square foot building in San Fran and a million square foot building in Dallas. And compare it to here in New York City is on a price per foot.   00:08:19:07 - 00:08:54:22 Chris Okada So looking at the price, the the price over the square foot of the property, we're seeing deals being done at $350 or $400 per square foot. The top was 1000, so or $900 per foot. So really we're seeing some, again, 50% discount. I mean, as a whole, our study shows that the peak of the market was broke, 900 to $950 per square foot in the last cycle in the 20 tens.   00:08:56:17 - 00:09:22:19 Chris Okada And if you're picking up a building, even if you got to do put $100 of putting construction and improvements or whatever it may be to improve it and rent it, and maybe another 50 to $100, if you're all in cost basis, is 40% below the last, you know, the heights of the market. And you have a fully cash flowing, turnkey, fully renovated property.   00:09:22:19 - 00:09:50:04 Chris Okada I believe the bet is that it's going to be a 2 to 3 x multiple by the end of the decade. Sure. And this is really based on on on just data. If New York recovers to anywhere in the 2013 to 2020 levels for pricing and you're buying at three, $400 a foot and it recovers back to five, six, $700, you know, you're doing all right.   00:09:50:04 - 00:10:25:11 Chris Okada If it hits the peaks of eight, $900 a foot and you're all in at 600 and you're at 5050, you know, 5050 on your LTV at two X, it breaks records like it does every single decade in history. The sky's the limit. Of course, it's scary. You know, you're borrowing it eight, nine, 10% money, you know. So interest rates are scary.   00:10:25:11 - 00:10:34:17 Chris Okada Vacancy and cash flow is scary. So there are risks in bonds and you have to sort of have a business plan around that.   00:10:35:19 - 00:11:02:16 Sam Wilson What you're doing, I feel like is is again, it's a it's a very local, I think, thing that you are able to see and capture maybe that the rest of us outside of the New York City markets don't necessarily see. Yes, we've seen, I think, you know, price levels in activity in other asset classes slowed down. I think we're like a 74% year over year decline in multifamily sales was a it was a statistic.   00:11:02:17 - 00:11:03:08 Chris Okada Yeah, we did.   00:11:03:08 - 00:11:17:19 Sam Wilson I had read yesterday we've also seen prices, you know, start to decline on the multifamily sale side. But I don't think we've come anywhere near on a national level from seeing them return to that 2829 pricing value.   00:11:17:21 - 00:11:58:14 Chris Okada Actually, I think inflation, I think multi-family is doing very, very well. It's sort of when you speak to we've probably spoken to 50 private equity real estate funds over the last couple of months. What are you asking them? What they're doing, what they're up to. Everyone wants multifamily, multifamily or fully leased. Industrial is the crown jewel. But then, you know, you're paying 5% yield and, you know, maybe even four or maybe maybe you can get to 6% cap on the capitalization rate, but you're at negative leverage, right?   00:11:58:17 - 00:12:36:07 Chris Okada So we're a contrarian investors. I do think that interest rates will come down. But for anyone and you and you saw there's a portfolio on the sun down in Texas, they had to give back the keys to 450 units. And that was I think that news broke yesterday. So it's not all Sunbelt, all multifamily. Lee is very strong, but for the most part, I do think that if you're cash flowing today and you don't have a refinance coming up in the next 12 to 24 months, you're doing really, really great.   00:12:36:07 - 00:13:02:29 Chris Okada If you if you locked in a ten year like mortgage at three and a half percent, you know, in 21 year you're the best. And it's multifamily. I mean, that at that point, you just, you know, clip coupons. And even if you bought a25 cap, you know, you're 150 basis points above your debt. You know, you can't go wrong.   00:13:03:06 - 00:13:48:01 Chris Okada It's really just the short term money that's causing all this agita, that's causing all the stress. And I think the best part and the best lesson for all of us in commercial real estate and in investing and people that want to grow regardless of where you are, is that you got to love the biz when it's good and you got to love the biz when it keeps you up at night and you know, this market, especially with with the interest rate environment, it really just weeds out people that may not, you know, that are in it just for the money and maybe not in it for the long haul, because it's hard.   00:13:48:06 - 00:14:19:27 Chris Okada It's tough. It's tough. And one one anecdote that I tell everyone is that a black swan event and New York City had many 911. I mean, you know, that's just one, you know, the Hurricane Sandy, that was a huge blow, the financial crisis and now the pandemic. We had a business plan that said if there is a million people outside in Times Square, our properties will never come down in value.   00:14:19:27 - 00:14:49:29 Chris Okada That was literally here. We, you know, three years ago. Exactly. In April of 2020, there was not a soul in sight. And everyone left Manhattan and everyone left the city. So, you know, you always have to try to prepare for the black one as best as possible. And really, that just means having a conservative savings for each one of your properties and having, you know, people say different things.   00:14:50:00 - 00:15:21:07 Chris Okada 12 months of mortgage and operating expenses in the bank account for the for the property. Some really conservative people say 24 months, but when times are good and the properties are well behaved, you're like, no, I'll keep two months, you know, two months in the end. And then that's when, you know, you need to be pretty conservative and have a strict cash flow policy and black swan policy of all the properties.   00:15:22:16 - 00:15:24:01 Chris Okada So for sure.   00:15:24:23 - 00:15:44:04 Sam Wilson Here is a question I want to we've got about 5 minutes left here on the show, and I really want to hear your kind of strategy that you guys are implementing behind this office space window that you're finding in New York City right now. How are you taking those down? I know you mentioned nine, 10% debt on them.   00:15:44:15 - 00:15:49:14 Sam Wilson How are you taking them down? How are you making them cash flow and how are you offsetting and or filling that vacancy?   00:15:51:07 - 00:16:18:18 Chris Okada That is the that's the big question, right? That's the big question, because the tenancy and the vacancy is the enemy along with it's a perfect storm. And but that's why the values are have been beaten up so much. So we are specialists in leasing. We lease we do corporate we've been doing corporate leasing and office leasing. We continue to do office leasing.   00:16:18:18 - 00:16:48:08 Chris Okada Our portfolio is 2.7 million feet. You know, when when times are good, there was less money to be made because there was less vacancy to be to be quite frank, year over year, office activity is up 76% as far as commission income and as far as square footage, I think it was I have to double check those numbers, Q1 23 versus Q1 22 and Q1 22.   00:16:48:08 - 00:17:08:11 Chris Okada We are coming out, I think December of 21 and January was all Micron and you know, we were not out of the woods in 21. So in 22 we were just starting. Now we're full blown. It's here in New York. It's 83 degrees. We're having a heat wave, you know, record highs of heat. You know, spring is in full swing.   00:17:08:17 - 00:17:36:23 Chris Okada And even though it's extremely challenging, if I turned off the news, I turned off CNBC. I didn't read Wall Street Journal. Our office leasing business is doing well, but we are super micro. We we, we have a, you know, an online strategy, social media strategy to really do whatever it takes to fill up our, our vacancies for our our own properties and others.   00:17:37:04 - 00:18:27:17 Chris Okada So it does take time if you're meeting the market. If rents, for example, were $10,000 a month for for a 1500 square foot just regular office space, and today they're at 7000 or it's a 30% drop. You got to you got to be able to meet what the tenant wants with a 30% discount. You got to have it designed the way they want it now because of work from home and because of co-working and all that stuff, when if they're going to leave their couch, if they're going to leave their living room, if you're going to leave your beautiful podcast room, what can I as a landlord offer you that would be equivalent to that?   00:18:27:17 - 00:18:52:12 Chris Okada And I have a we have a few ideas that were, number one, fully furnished, number two, fully designed, number three, turnkey. Like literally, I'm bringing your bringing your microphone in your laptop. If if that's what you've you're bringing a notepad, your phone and a laptop, and your eight employees will be there and the rest, the other ten will work from home.   00:18:53:15 - 00:19:19:09 Chris Okada And so we sort of have that down packed. It's it's not these large spaces it's no longer see is a great cubicles that's done. Everyone wants to feel comfortable. They they want a lounge sort of comfortable design, an upscale atmosphere. It doesn't have to be stuffy, but it does have to be thoughtful in design. That's what people want.   00:19:19:09 - 00:19:40:08 Chris Okada They like artwork. They they want to feel that it's that there's warm bodies and then they have to be well located. So they have to be in areas that it's it's kind of cool. You know, maybe there's a park a block away. I should go for a walk in the park. So the properties that are near the parks, they do better.   00:19:40:23 - 00:20:13:16 Chris Okada The properties that are near new, you know hotels we are just ad partners of ours are opening just open the Virgin Hotel with Richard Branson. That was last week and that was super fun and super cool. It was on the same day he opened a hotel. Now that he bankrupted one of his his space or subsidiaries, I'm not sure which one, but I do remember that.   00:20:13:16 - 00:20:44:00 Chris Okada Wow. This guy just read today breaking news that Richard Branson is be all one of his subsidiaries. And here he is laughing and smiling and cutting the ribbon for a $400 million hotel with his name on it. So, you know, I it's really about having a good plan, meeting the market and being a strong entrepreneur or to be able to take the pressure.   00:20:44:12 - 00:21:17:13 Chris Okada This whole education for me of this downturn, not even 21, was all right, 22 was scary. You know, the whole world was closed up, really. 23 And with the inflated interest rate environment, this is tested. Everything that I've been through and I and I believe that if and when you want to grow to the thousand dollar portfolio, ten that whatever ambitions you have as far as the real estate operator and owner, it will be tested.   00:21:17:22 - 00:21:41:28 Chris Okada And that's why I looked at Branson. I was like, Wow, how do you feel about having your New York? I interviewed him 2 seconds on the red carpet. How does it feel to have your own? And he's like sort of like giddy about it. But at the same time, he had a multi-hundred million, if not $1,000,000,000 venture, just go bankrupt.   00:21:42:09 - 00:22:17:28 Chris Okada And I and of course, I'm not going to ask him, oh, how did you know how to go with Virgin Galaxy or whatever, you know, whatever subsidiary it was. But that's it takes grit. It takes a lot of stress, it takes pressure. And being able to understand that pressure. And once you are put in that sort of situation where it's tough, you're not you're now ready for the next level, you will now be ready for the next level.   00:22:17:28 - 00:22:50:23 Chris Okada Whichever level that is. And for me, you know, working on and having, let's say, five, five properties here in midtown, of which maybe 75% are well-behaved, 25 are not well behaved, and the not well behaved ones are the ones that are keeping me up at night. The thought processes screw it. If, if, if, if a 30 of $30 million project could keep you up at night, why not just go for the gusto?   00:22:51:11 - 00:23:16:16 Chris Okada Go for it. Go for a hundred million? What does what difference does it make? Go for a billion? Because the amount of anxiety you get and if if worst case scenario, it all falls through, you fall flat on your face, you know, and it doesn't work out. It really just doesn't work out. And something happens. And now, you know, the Sun Belt is no longer interesting.   00:23:16:16 - 00:23:40:20 Chris Okada And, you know, rents are coming down and, you know, there's all kinds of, you know, interest rates are up and you're refinancing. You're at three and at 7%. Now you got to put up another $30 million. You don't have $30 million, whatever the story may be. And you come, you come and you and you come up and you survive that you're ready for the next level.   00:23:40:27 - 00:24:06:04 Chris Okada You've been you've you've been, you've walked the fire and now screw it. And I think Grant Cardone, who I'm sure you know, I think he is one guy and his story really that resonates with me is in oh eight, he owed $50 million to the bank. Now $50 million. That's a lot of pressure, you know, to personally have to cough up.   00:24:06:04 - 00:24:37:15 Chris Okada And if you don't have 50 mil in the bank, which most operators do not have. But let's just be clear then you got to liquidate everything. And if you don't got it past that, then, you know, Chapter 11 or Chapter seven, bankruptcy code. And so if he's going to go through all of that pain for 50 million bucks, why not just go for 500 million and then why not go for a billion?   00:24:37:20 - 00:25:03:18 Chris Okada And I think that that's that that resonates with me. But you got to walk that fire and you got to sort of feel that, you know, and all business plans are good. They are good. But you got a black swan event, No. One in 2020 because we are too busy worried about our toilet papers, you know, and, and, and the groceries and just survive in a pandemic.   00:25:04:15 - 00:25:50:23 Chris Okada No one thought about interest rates potentially growing 5% in 12 months. There's no way to have predicted in 2019 that in 2023 or 24 that the world was going to be the way it was. It's impossible to predict it. So all you can do is do your best with the information you have. And for us, we're pretty freaking good at leasing office space and we're doing whatever we can to buy low and get to cash flow as soon as as fast as humanly possible using all the the tools that we have, which is basically social media, networking, cold calls, you got to do whatever it takes to fill that tenant stack and fill that capital   00:25:50:23 - 00:26:09:25 Chris Okada stack, making. You got to reach out to you got to go on 50 podcasts. All right. You got to you got to go on 50 podcasts and let everyone know, hey, you know, like this is this is an incredible time. Maybe you're not maybe you're not there yet. Maybe you're not feeling it. But this is what we're doing.   00:26:10:12 - 00:26:32:08 Chris Okada And why don't you you know, come on our journey and say hello, and how do we make money together? That's essentially what we what we try to do. But the business plan is still the same. How many calls are you going to make today? How many presentations are you going to make to make this week or plan? How many luncheons do you have to go on?   00:26:32:08 - 00:27:07:20 Chris Okada How many email campaigns are you preparing? How many social media things are you, you know, is your social media calendar up? What is your PR up to? Have you been in the paper the same game in Brick, an investment group as Okada and Company? It's just the avatar. The target is different and that goes for any business, whether you're an insurance or an real estate or you're trying to raise $1,000,000,000 fund, you know.   00:27:08:13 - 00:27:09:19 Sam Wilson Indeed. I love.   00:27:09:19 - 00:27:10:07 Chris Okada It. That's it.   00:27:10:16 - 00:27:30:06 Sam Wilson I love it. Christopher, this has been a wealth of information. Thank you for taking the time here to come on the show today. I think what you're doing is really cool. I love the way you guys are taking down assets, how you are contrarian. I think that always speaks to me. Anybody who's looking look and laugh when everybody else is looking right is somebody that I want to get to know better.   00:27:30:06 - 00:27:45:26 Sam Wilson So thank you for taking the time to come on the show today and really share with us the opportunity that you guys are finding, especially in the office space, one that is, you know, kind of the estate is the dog. Everybody's kickin right now and you're going, hey, man, there's this. This is where you get paid. So I love I love how you're doing that.   00:27:45:26 - 00:27:50:09 Sam Wilson If our listeners want to get in touch with you and learn more about you, what is the best way to do that?   00:27:51:17 - 00:28:21:18 Chris Okada Oh yeah, for sure. Instagram, Twitter, LinkedIn. I think those are the three most active social media platforms and it's at Chris Okada, if you want to look at the study, it's W WW from fair to fortune dot net and that has my investment thesis, it has my belief and it has the raw data and everything that we do is data based.   00:28:22:03 - 00:28:34:26 Chris Okada So, you know, it's really bets based on historical data and you know, so follow me at Chris Okada and would love to connect with any of you great.   00:28:34:26 - 00:28:48:25 Sam Wilson Or both of those there in the show. Notes from fear to fortune dot net and Chris Okada, for those of you who are listening a c h r i s okay a day. So Chris Okada, Chris, thank you for coming on the show today. I certainly appreciate it.   00:28:49:22 - 00:28:53:19 Chris Okada All right. Bye. Thank you so much for having me. Good luck out there.   00:28:54:02 - 00:29:15:16 Sam Wilson Hey, thanks for listening to the How to Scale Commercial Real Estate Podcast. If you can do me a favor and subscribe and leave us a review on Apple Podcasts, Spotify, Google Podcasts or whatever platform it is you use to listen. If you can do that for us, that would be a fantastic help to the show. It helps us both attract new listeners as well as rank higher on those directories.   00:29:15:16 - 00:29:18:23 Sam Wilson So appreciate you listening. Thanks so much and hope to catch you on the next episode.

通勤學英語
每日英語跟讀 Ep.K557: 三星因盈利下降96%而宣布將大幅削減晶片產量

通勤學英語

Play Episode Listen Later Apr 19, 2023 4:21


歡迎留言告訴我們你對這一集的想法: https://open.firstory.me/user/cl81kivnk00dn01wffhwxdg2s/comments 每日英語跟讀 Ep.K557: Samsung to Cut Chip Production Amid 96% Drop in Profits Samsung Electronics, the world's largest memory chip maker, announced on Friday that it would make a significant cut to its chip production due to the sharp decline in global demand for semiconductors, which has sent prices plunging. The move follows a 96% drop in first-quarter profits, worse than expected. Other chipmakers, including SK Hynix and Micron Technology, have also reduced their production. 因全球對半導體的需求急劇下降,導致價格暴跌,全球最大晶片製造商三星在周五宣布將減少晶片產量。這個決定是在第一季利潤下跌96%之後做出的,這一利潤下跌情況比預期還糟。其他芯片製造商,包括SK海力士和美光科技,也已經減少了產量。 Smartphone and personal computer makers ramped up purchases of chips during the Covid-19 pandemic, leading to a global chip shortage. However, demand has waned as consumers cut back on bigger purchases amid the cost of living crisis, with food and energy bills soaring. 在Covid-19大流行期間,智慧型手機和個人電腦制造商大量購買晶片,導致全球晶片短缺。然而,隨著消費者在生活成本如食品和能源開支的危機下,需求逐漸減少。 Samsung said demand had dropped because of a weaker world economy and companies buying fewer chips as they run down their inventories. "We are lowering the production of memory chips by a meaningful level, especially that of products with supply secured," the company said, referring to customers with sufficient inventories. 三星表示,需求下降是因為全球經濟疲軟,企業試圖透過降低購買量來減少晶片的庫存。針對此三星表示:「我們正在大幅度降低記憶體晶片的生產,特別是供應充足的產品。」 Despite the cut, Samsung said it would continue to invest in infrastructure and research. However, it did not say whether it was sticking to its investment plans for this year. SK Hynix said in October it would more than halve its capital spending in 2023 compared with 2022, while Micron cut its investment plans by more than 30% in September. 儘管進行了減產,三星表示將繼續投資基礎設施和研究。但是,公司沒有說明是否會堅持今年的投資計劃。SK海力士去年十月表示,將在2023年將資本支出削減超過一半,而美光則在9月份削減了30%以上的投資計畫。 The news of the production cuts did not seem to worry investors, who hope that the output cut will support chip prices, which have fallen by 70% over the past nine months. Analysts are forecasting that Samsung's chip division, which usually generates about half of group profits, will report a record loss of 2.1tn won in the quarter. 減產的消息似乎沒有引起投資者的擔憂,他們希望減少產量能支撐晶片價格,過去九個月晶片價格已經下跌了70%。分析師預測,三星的晶片部門通常產生集團利潤的一半,將在該季度報告2.1兆韓元的紀錄虧損。 "The fact that the number one market share firm is joining production cuts lifted shares. SK Hynix and Micron have declared production cuts but only Samsung had not, so the market was watching for it. Today's production cut signal casts a positive outlook for a memory chip rebound in the second half of the year," said John Park, an analyst at Daishin Securities. “市場份額第一的公司加入減產的事實提振了股票。SK海力士和美光已經宣布減產,但只有三星沒有,所以市場正在關注它。今天的減產信號為記憶體帶來了積極的前景,期待下半年的晶片反彈”,大信證券分析師John Park表示。 Samsung's estimated operating profit fell to 600bn won between January and March, from 14.12tn won a year earlier, the lowest profit for any quarter in 14 years. The company will report detailed figures later this month. 三星電子估計其營運利潤在一月至三月間從去年同期的14.12兆韓元下降至6000億韓元,是14年來任何一個季度的最低收益。公司將在本月晚些時候公布詳細數字。Reference article: https://www.theguardian.com/technology/2023/apr/07/samsung-to-cut-chip-production-as-profits-plunge Powered by Firstory Hosting

The WAN Show Podcast
I Give Up - WAN Show April 14, 2023

The WAN Show Podcast

Play Episode Listen Later Apr 17, 2023 235:42


Save money on your phone plan today at https://www.mintmobile.com/wanshow Try Notion AI for free at https://www.Notion.com/WAN Don't just browse the web – build it. Apply for free today using the link https://covalence.io/wan and take your first step toward a career in software development with Covalence. Timestamps - Timing may be off due to sponsor change: 0:00 Chapters 1:06 Intro 1:32 [Topic 1]: AI Agents 2:05 Auto GPT 4:34 Examples/Potential Dangers of this tech 8:46 AI Agent Gaming 18:24 AI Agent Game caveats 21:10 Discussion Question: What are the likely applications and limitations of this technology? 22:51 Building a better AAA game is impossible 26:45 LocalGPT 27:12 [Topic 2]:Elon Musk's AI Investments 29:24 Is Elon giving up on Twitter? 32:25 AI Startup Bubble 34:53 OpenAI not working on GPT 5 36:19 [Topic 3]:Linkedin Verified 41:08 Have we given up on privacy? 43:43 Roasting Luke's Linkedin Profile 44:15 Linus' Linkedin 46:38 Side topic: Mirrored Channels 49:04 Merch Messages 1. 49:11 If LMG didn't exist, where would you work? 1:01:07 Flipper Zero ethics 1:03:45 [Topic 4]:Mario Movie 1:05:00 Linus liked it! 1:07:50 How was the voice acting? 1:08:37 Mario Movie 2? 1:11:49 Nintendo Cinematic Universe 1:14:37 [Topic 5]:Potential Microsoft Steam Deck 1:16:37 Perils of Saves in games 1:20:13 ROG ALLY 1:24:52 Handhelds from other companies 1:28:09 Sponsors 1:30:42 Seasonic is Cool! 1:32:35 Merch Messages 2 1:32:37 AI Adult Content Ethics 1:36:31 Calibration Tech under right to repair? 1:39:07 Sticker Shock in Niche Markets 1:44:51 Who is your Professional Inspiration? 1:49:41 [Topic 6]:4070 1:56:25 Future of GPU Market 1:59:48 [Topic 7]:Universal Music Group vs AI Scraping 2:00:13 Does this matter/can they stop it? 2:04:24 [Topic 8]:Floatplane Exclusives coming to YouTube (Memberships)! 2:14:57 Side topic: Mech Messages are getting long/ new ideas 2:16:45 Linus's weirdest thing confiscated by TSA 2:21:30 [Topic 9]: Tesla recording Users 2:25:16 [Topic 10]: Intel Teams up with ARM 2:27:23 WAN SHOW: After Dark 2:27:53 Are young people going to be better at AI Tech? 2:29:57 Which one of Linus' cats is his favorite? 2:32:20 Why is Multi Monitor Management not better? 2:38:18 AI Antivirus 2:37:10 What will Linus' last video be (in 2074) 2:38:42 What antiquated tech will you keep? 2:40:10 WAN guests when? 2:41:14 LTT handwarmer 2:43:59 AI Crypto Trading/Betting 2:44:52 Have the goals of Floatplane changed? 2:47:22 New Desk pad lttstore dot com 2:51:09 Are there areas where we should regulate to preserve jobs? 2:58:18 Why hasn't AMD released any new GPUS since 7900 in December? 3:01:43 What surprised you at Micron? 3:07:07 What Tech courses should you take? 3:08:02 Any LTT garments should you not use fabric softener on? 3:10:10 What do you guys think about tech channels releasing time before NDA deadline? 3:15:48 Nebula's Lifetime Membership 3:19:47 Have you ever seen a surface election display monitor 3:20:32 LTT partnership with Ifixit? 3:21:08 LTT relocation services? 3:21:24 Linus offering a screwdriver with all the bit sets 3:22:05 Favorite Small form-factor case? 3:22:58 Recreating Old LTT videos? 3:24:51 Split screen support on the iPad for Floatplane 3:25:05 Luxury Backpack update 3:30:05 Rapid Fire Questions 3:32:14 New AI safety Measures? 3:32:44 New Mainframe tech 3:33:07 LTT as consultants? 3:35:30 Home PC, Rack vs Tower 3:35:44 G-suit Issues 3:36:12 Creator Warehouse concerns 3:37:24 Linus's Parent Tips 3:37:33 Nostalgic Gaming Era 3:39:16 Jobs after AI 3:40:14 AMD Driver Updates 3:40:36 Linus too trusting 3:41:35 Labs testing screen protectors 3:42:28 What chargers do you travel with for Steamdeck? 3:43:30 Should companies block Chat GPT? 3:44:44 How would you sell Apple products? 3:46:42 QLED longevity 3:47:14 Janky tech solutions 3:48:40 Can you saved hacked Drives? 3:50:55 New His and Her's Undergarments 3:52:40 Italy Blocked Chat GPT 3:53:50 Linus Mentoring Smaller Creators 3:55:20 Outro

Squawk on the Street
Key Market Week, More Tesla Price Cuts, Exxon-Pioneer Deal In the Works? 4/10/23

Squawk on the Street

Play Episode Listen Later Apr 10, 2023 43:14


Carl Quintanilla and Jim Cramer discussed the events that could move the markets this week, from key inflation data to earnings from major U.S. banks. The anchors also reacted to Tesla cutting prices for the fifth time this year -- and the stock extending month-to-date losses. Also in focus: Exxon Mobil reportedly held early-stage talks with Pioneer Natural Resources about a possible acquisition of the shale driller, Micron shares surge on Samsung production cuts, Apple shares take a hit as new data show a slide in global PC shipments for Q1. Squawk on the Street Disclaimer

Cyber Security Headlines
Apple zero-day updates, Flipper Zero ban, China Micron probe

Cyber Security Headlines

Play Episode Listen Later Apr 10, 2023 7:03


Apple releases updates to address zero-day flaws Flipper Zero banned by Amazon for being a ‘card skimming device' China to probe Micron over cybersecurity, in chip war's latest battle And now a word from our sponsor, AppOmni  Can you name all the third party apps connected to your major SaaS platforms, like Salseforce,  Microsoft 365, or Google Workspace? What about the data these apps can access? After all, one compromised 3rd party app could put your entire SaaS ecosystem at risk.  With AppOmni, you get visibility to all third party apps and SaaS-to-SaaS connections — including which end users have enabled them, and the level of data access they've been granted. Visit AppOmni.com today to request a free risk assessment.  For the stories behind the headlines, head to CISOseries.com.

Stock Market Buy Or Pass?
Why Micron Stock Jump Over 8% Today and Bad News for TSMC Investors?

Stock Market Buy Or Pass?

Play Episode Listen Later Apr 10, 2023 7:45


Discover the latest updates in the semiconductor industry as we discuss Micron stock surging amid Samsung's memory-chip production cuts and TSMC's decreased revenues in March 2023. Learn how Samsung's decision to reduce memory chip production boosts Micron, while TSMC experiences a YoY and MoM decline in their net revenue. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 381% as of 3/23/2023 and measured against the S&P 500 returns of 113% as of 3/23/2023. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have a position in $TSMCSemiconductor PodcastNewsletter + Membershiphttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

The Cyberlaw Podcast
Letting the Chips Fall

The Cyberlaw Podcast

Play Episode Listen Later Apr 4, 2023 41:40


Dmitri Alperovitch joins the Cyberlaw Podcast to discuss the state of semiconductor decoupling between China and the West. It's a broad movement, fed by both sides. China has announced that it's investigating Micron to see if its memory chips should still be allowed into China's supply chain (spoiler: almost certainly not). Japan has tightened up its chip-making export control rules, which will align it with U.S. and Dutch restrictions, all with the aim of slowing China's ability to make the most powerful chips. Meanwhile, South Korea is boosting its chipmakers with new tax breaks, and Huawei is reporting a profit squeeze. The Biden administration spent much of last week on spyware policy, Winnona DeSombre Berners reports. How much it actually accomplished isn't clear. The spyware executive order restricts U.S. government purchases of surveillance tools that threaten U.S. security or that have been misused against civil society targets. And a group of like-minded nations have set forth the principles they think should govern sales of spyware. But it's not as though countries that want spyware are going to have a tough time finding, I observe, despite all the virtue signaling. Case in point: Iran is getting plenty of new surveillance tech from Russia these days. And spyware campaigns continue to proliferate.  Winnona and Dmitri nominate North Korea for the title “Most Innovative Cyber Power,” acknowledging its creative use of social engineering to steal cryptocurrency and gain access to U.S. policy influencers. Dmitri covers the TikTok beat, including the prospects of the Restricting the Emergence of Security Threats that Risk Information and Communications Technology (RESTRICT) Act., which he still rates high despite some criticism from the right. Winnona and I debate the need for another piece of legislation given the breadth of CFIUS review and International Emergency Economic Powers Act sanctions.  Dmitri and I note the arrival of GPT-4 cybersecurity, as Microsoft introduces “Security Copilot.” We question whether this will turn out to be a game changer, but it does suggest that bespoke AI tools could play a role in cybersecurity (and pretty much everything else.)  In other AI news, Dmitri and I wonder at Italy's decision to cut itself off from access to ChatGPT by claiming that it violates Italian data protection law. That may turn out to be a hard case to prove, especially since the regulator has no clear jurisdiction over OpenAI, which is now selling nothing in Italy. In the same vein, there may be a safety reason to be worried by how fast AI is proceeding these days, but the letter proposing a six-month pause for more safety review  is hardly persuasive—specially in a world where “safety” seems to mostly be about stamping out bad pronouns.  In news Nick Weaver will kick himself for missing, Binance is facing a bombshell complaint from the Commodities Futures Trading Commission (CFTC) (the Binance response is here). The CFTC clearly had access to the suicidally candid messages exchanged among Binance's compliance team. I predict criminal indictments in the near future and wonder if the CFTC's taking the lead on the issue has given it a jurisdictional leg up on the SEC in the turf fight over who regulates cryptocurrency. Finally, we close with a review of a  book arguing that pretty much anyone who ever uttered the words  “China's peaceful rise” was the victim of a well-planned and highly successful Chinese influence operation. Download 451st Episode (mp3) You can subscribe to The Cyberlaw Podcast using iTunes, Google Play, Spotify, Pocket Casts, or our RSS feed. As always, The Cyberlaw Podcast is open to feedback. Be sure to engage with @stewartbaker on Twitter. Send your questions, comments, and suggestions for topics or interviewees to CyberlawPodcast@steptoe.com. Remember: If your suggested guest appears on the show, we will send you a highly coveted Cyberlaw Podcast mug! The views expressed in this podcast are those of the speakers and do not reflect the opinions of their institutions, clients, friends, families, or pets.

Emprendeduros
EP. #194 | El colapso de Bienes Raíces comercial

Emprendeduros

Play Episode Listen Later Mar 31, 2023 73:25


Página del Fondo: https://emprendedurosventures.com/ ¡Emprendeduros! En este episodio Rodrigo y Alejandro nos dan una actualización de mercado donde hablan de la situación del Mercado, de los flujos de capital, de las huelgas en Alemania, de las bienes raíces comerciales y del empleo. Nos dan los reportes de ingresos de Carnival, Walgreens, McCormick, Micron y Lululemon. Después hablan de la compra de SVB por parte de First Citizens y de la amenaza que enfrentan Klarna y Affirm. Finalmente nos dan la actualización de Cryptos donde hablan de la demanda del gobierno de EEUU a Binance y de Microvision antes del análisis técnico por parte de Delox. ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Delox: https://www.youtube.com/@Delox Emprendeduros: https://www.instagram.com/losemprendeduros

Squawk on the Street
Tech Leads Markets Higher, Micron Rises, Nvidia's AI Rally, Lululemon CEO Exclusive 3/29/23

Squawk on the Street

Play Episode Listen Later Mar 29, 2023 43:19


Carl Quintanilla and Jim Cramer focused on the markets getting a lift from the tech sector, with the Nasdaq 100 up more than 20%from its October low. Micron shares moved higher despite the chipmaker's largest loss on record, while Nvidia extended its AI-fueled rally – shares up more than 80% percent in Q1, on track for their best quarter in more than two decades. Lululemon CEO Calvin McDonald joined the program exclusively to discuss holiday quarter results and full-year guidance that sent the stock soaring. Squawk on the Street Disclaimer