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Did we discover an exomoon? Neil deGrasse Tyson and Chuck Nice learn about the search for exoplanets with biosignatures, super Earths & mini Neptunes, and whether rogue planets outside of a solar system could harbor life with astrophysicist David Kipping. NOTE: StarTalk+ Patrons can listen to this entire episode commercial-free here: https://startalkmedia.com/show/rogue-planets-exomoons-with-david-kipping/ Thanks to our Patrons Eric Solomon, Jakob Jegge, william northup, Mariam Fischer, Beirne, Sean Fox, xKansasxCowBoyx, xoydev, David Ostrow, Daniel Ramsey,Jessie Caldwell, Tyrone P, Matt, Ajari T, David,Luis Molina, jamescory, Albert Maneri, Zachary Samuel, Ken Kaneda, Nicole Wolf Lady MacBrick, Ką čia spaust?!, Nav, Mike, Luke Fregona, Walter Mathews, Joe Mathews, Gabriel Patterson, Derek Richards, Hope Cliver, Daniel 3, Josh,Josh Mullins, Ken Tinkler, Robinson Medina-Sanchez, JOHN MOODY, Cynthia Elm, Lisa Rice, Trevor Stratton, Karl Forar, Don from NJ, Kaloyan Mehandzhiyski, Mike Tindal, Sean Jūshin Keijō, Jimmy Ebbert, Lincoln Berland, Nalita S, Bill Frye, Rick L Newman, Natalie Kendall, Gradient, Seth Pajak, Cassidy, Dominique, John Contreras, Josh, Carter Mican, Alok Yadav, Jon Hoover, and Eric Landeros for supporting us this week. Subscribe to SiriusXM Podcasts+ to listen to new episodes of StarTalk Radio ad-free and a whole week early.Start a free trial now on Apple Podcasts or by visiting siriusxm.com/podcastsplus. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Brandon Clark from Federated Hermes to discuss: generating income in your portfolio, using options inside of ETFs for higher income potential, the impact of taxes on fixed income products and much more. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Federated Hermes Disclosure: Before investing, carefully consider the fund's investment objectives, risks, charges, and expenses. Read this and more information in the Prospectus or Summary Prospectus at FederatedHermes.com. Federated Securities Corp. is the distributor of the Federated Hermes funds. Investments are subject to risk and may lose value. Views are for informational purposes only and do not constitute tax or investment advice. Federated Hermes Enhanced Income Fund (PAYR) seeks to distribute current monthly income. Distributions may vary widely and may not be paid every month. ETF shares are bought and sold on an exchange at market price (not NAV) and are not individually redeemed from the fund. However, shares may be redeemed at NAV directly by certain authorized broker-dealers (Authorized Participants) in very large creation/redemption units. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns. Market price returns are based on the official closing price of an ETF share or, if the official closing price isn't available, the midpoint between the national best bid and national best offer (“NBBO”) as of the time the ETF calculates the current NAV per share. NAVs are calculated using prices as of the end of regular trading on the New York Stock Exchange (normally 4:00pm Eastern Time). Recent information, including information about the fund's NAV, market price, premiums and discounts, and bid-ask spreads, is included on the fund's website at FederatedHermes.com/us. A rise in interest rates can cause a decline in bond prices. There are no guarantees that dividend-paying stocks will continue to pay dividends and they may not have the same capital appreciation potential as other stocks. A return of capital distribution will reduce the shareholder's cost basis and result in a higher capital gain or lower capital loss when fund shares are sold. Investing in options involves risks different from, or possibly greater than investing in traditional investments. Stocks may decline in value because of an increase in interest rates or changes in the market. The yield curve compares yields according to maturity. Treasury yields are quoted for illustrative purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: If you are not embarrassed by the first version of your product, you've launched too late.' - Reid Hoffman. Gratitude: For people who get up early in the morning to clean your streets and drive your busses and trains. Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
This week on Pour Minds, Lex P and Drea Nicole are joined by fan favorite Nav Green,and as expected, the conversation goes completely off the rails.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose. You're on your own. And you know what you know. And YOU are the one who'll decide where to go...' ― Dr. Seuss, Oh, The Places You'll Go! Gratitude: Setting the high score on a video game Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: "I fear not the man who has practiced 10000 kicks once, but I fear the man who has practiced one kick 10000 times." - Bruce Lee Gratitude: Drew Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: keep trying and failing…thats how we learn! That is why they call time a teacher - John Lee Dumas Gratitude: Peter Marmara-Stewart Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: "In the development of wisdom, one must gather the firewood of knowledge and ignite it by striking the flint of courage against the rock of self-discipline, thus creating fires of understanding. Wisdom, therefore, is knowledge on fire!" Gratitude: Christine Kell Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!
Interview with Darrin Campbell, President & CEO of Namibia Critical Metals Inc.Our previous interview: https://www.cruxinvestor.com/posts/namibia-critical-metals-tsxvnmi-japan-backed-path-to-dfs-in-q2-2027-9891Recording date: 13th August 2026Namibia Critical Metals (TSXV:NMI) has reached a pivotal moment in the development of its Lofdal Heavy Rare Earth Project in Namibia. In July 2026, the Japan Organization for Metals and Energy Security (JOGMEC) and Toyota Tsusho Corporation completed a C$23 million earn-in commitment, roughly 18 months ahead of the original March 2028 schedule, securing a combined 50% participating interest in the project. The two partners formed TJ Namibia Rare Earths Corporation (TJNREC) to hold that interest, and JOGMEC has separately committed up to C$47.668 million (approximately ¥5.5 billion) to capitalise the new entity, funding Lofdal through Definitive Feasibility Study completion and toward a Final Investment Decision.Critically, all project funding from this point forward is structured as non-interest-bearing, non-dilutive Pre-FID Capital Funding - a mechanism CEO Darrin Campbell described as a temporary free carry that removes near-term financing risk without forcing Namibia Critical Metals to make a dilution decision until FID itself. The company retains the option to participate at up to 45% ownership or dilute to a carried floor of 21%, with management signalling a preference to retain maximum exposure given the project's economics.The economics, laid out in a December 2025 PFS, show a 13-year mine life producing 2,000 tonnes of total rare earth oxide annually, including significant dysprosium, terbium and yttrium output. A base case using moderate pricing generates a $275 million after-tax NPV and 19% IRR on $348 million of capex; a divergent case reflecting the elevated non-Chinese pricing seen over the past 18 months delivers a $748 million after-tax NPV and 35% IRR. Campbell noted current market conditions increasingly resemble the divergent scenario.Technical work continues in parallel. A 13,000-metre, 83-hole drill programme launched in June 2026 is targeting a maiden resource at the Area 5 xenotime system, the project's first deep test hole at Area 4 to approximately 800 metres for underground mining studies, and infill drilling at Area 2B. SGS has been awarded pilot-scale flotation and hydrometallurgical testwork contracts aimed at producing separated - rather than mixed - light and heavy rare earth products, which Campbell said better matches offtaker demand. A DFS completion target of Q3 2027 is intended to lead into an FID shortly after.Despite this de-risking and the depth of sovereign-industrial backing, Campbell argues the market continues to price Lofdal as an early-stage exploration story, at roughly 0.15-0.2x price-to-NAV versus 0.4-0.8x for comparable PFS/DFS-stage peers. He attributes the gap to thin liquidity, minimal institutional coverage as the company has not needed to raise meaningful capital in six years due to JOGMEC funding, and market confusion over the earn-in's dilution mechanics. Final offtake pricing terms with the Japanese consortium remain under negotiation, representing a further catalyst to watch as the project approaches FID.View Namibia Critical Metals' company profile: https://www.cruxinvestor.com/companies/namibia-critical-metals-incSign up for Crux Investor: https://cruxinvestor.com
In this episode, we discuss how BDC equities continue to trade at significant discounts to NAV, reflecting skepticism toward reported marks, a concern reinforced by valuation levels that have yet to fully reset, even as BDC bonds continue to outperform their stocks. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to CMR2026-0521-5513952-T
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Either write something worth reading or do something worth writing. –Benjamin Franklin Gratitude: Starry nights Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Change your thoughts and you change your world. –Norman Vincent Peale Gratitude: Quiet mornings when no one is awake yet Guided Breathing: Babies tiny fingernails Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: It's not the years in your life that count. It's the life in your years. –Abraham Lincoln Gratitude: Smell of coffee brewing Guided Breathing: Babies tiny fingernails Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!
Dača nedaleko Kyjeva, pozdní večeře. Kandidát na prezidenta přijel za lidmi z tajné služby. Skončil s bolestmi, zjizvenou tváří a spoustou otázek. Otrava Viktora Juščenka v dalším díle letního speciálu JEDY, tentokrát s Josefem Pazderkou, šéfredaktorem ČRo Plus a spoluautorem podcastu Na Východ! Ptá se Matěj Skalický.
Dača nedaleko Kyjeva, pozdní večeře. Kandidát na prezidenta přijel za lidmi z tajné služby. Skončil s bolestmi, zjizvenou tváří a spoustou otázek. Otrava Viktora Juščenka v dalším díle letního speciálu JEDY, tentokrát s Josefem Pazderkou, šéfredaktorem ČRo Plus a spoluautorem podcastu Na Východ! Ptá se Matěj Skalický.Všechny díly podcastu Vinohradská 12 můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.
Dača nedaleko Kyjeva, pozdní večeře. Kandidát na prezidenta přijel za lidmi z tajné služby. Skončil s bolestmi, zjizvenou tváří a spoustou otázek. Otrava Viktora Juščenka v dalším díle letního speciálu JEDY, tentokrát s Josefem Pazderkou, šéfredaktorem ČRo Plus a spoluautorem podcastu Na Východ! Ptá se Matěj Skalický.
REITs have underperformed for 25 years, but could the next decade be different? Jussi Askola joins us to look at where REITs stand today, how they are valued, and where investors may find the best opportunities. We discuss how to value REITs using NAV and FFO, why management quality matters, and which sectors look most attractive, including data centers, cell towers, multifamily, retail, and office. We also compare public and private real estate and explore what could drive REIT returns over the next 10 years. To go beyond the podcast: Take the guesswork out of investing, taxes, and retirement. Book a free consultation with Domain Money Today: www.biggerpocketsmoney.com/cfp Get 50% Off Your First Year of Monarch by using code ‘Pockets': https://www.monarch.com/pockets Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/ Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney Connect with Jussi Askola Website: https://www.leonbergcapital.com/ Buy His New Book ‘The Reit Advantage': https://www.amazon.com/dp/9916435359?lv=shuf&channelId=500&plpRedirect=mhFallback Substack: https://www.high-yield-landlord.com/ We believe financial independence is attainable for anyone no matter when or where you're starting. Let's get your financial house in order! Learn more about your ad choices. Visit megaphone.fm/adchoices
Kdo z nás by neznal povzdech „panenko skákavá“. Toto rčení pochází od barokního kostela Navštívení Panny Marie v obci Skoky v Karlovarském kraji. Sudetská obec už sice dávno zmizela z povrchu zemského, na místě stojí jenom kostra budovy bývalého hostince a poutní kostel. Ten se nerozpadl nejspíš jenom díky tomu, že se o něj začala starat parta nadšenců.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: You may be disappointed if you fail, but you are doomed if you don't try. –Beverly Sills Gratitude: High heel shoes Guided Breathing: Babies tiny fingernails Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: It's your place in the world; it's your life. Go on and do all you can with it, and make it the life you want to live. –Mae Jemison Gratitude: Warm rain Guided Breathing: Babies tiny fingernails Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!
Interview with Hugh Agro, President & CEO of Revival Gold Inc.Our previous interview: https://www.cruxinvestor.com/posts/made-in-america-revival-gold-tsxvrvg-the-case-for-us-based-gold-development-10516Recording date: 6th August 2026Revival Gold Inc. (TSXV:RVG) is a Toronto-headquartered gold developer advancing two brownfield, pure-gold assets in the western United States: the Mercur Gold Project in Utah and the Beartrack-Arnett Gold Project in Idaho. Both sit on historically productive ground with existing infrastructure, which the company argues reduces development risk and capital intensity relative to greenfield alternatives.Mercur, at the preliminary economic assessment (PEA) stage, is the company's near-term production driver. The May 2025 PEA outlined a 66 Mt resource grading 0.60 g/t gold for 1.275 million ounces contained, average annual production of 95,600 ounces over a 10-year mine life, initial capex of $208 million, a 56% after-tax internal rate of return, and an after-tax NPV of $741 million at a 5% discount rate and $3,000 gold (rising to $1,270 million at $4,000 gold). The company is roughly halfway through an 18,000-metre drilling programme aimed at converting inferred resources to measured and indicated categories, with a Preliminary Feasibility Study targeted for completion by the end of Q1 2027 and construction decision expected in 2028.Beartrack-Arnett is further along, at Preliminary Feasibility Study (PFS) stage for its first-phase open-pit heap leach restart, with a 2023 PFS outlining 65,300 oz gold per year over eight years at $1,248/oz all-in sustaining cost, $109 million pre-production capex, and an after-tax NPV of $484 million (80% after-tax IRR) at $3,000 gold. Behind that sits a second-phase, higher-grade underground opportunity at the Joss zone, currently an inferred resource of 877,000 ounces at 4.05 g/t. A 5,500-metre 2026 drilling programme targeting expansion of that underground resource recently returned one of the project's strongest intercepts to date: 3.43 g/t gold over 131.7 metres, including 6.56 g/t gold over 42.5 metres, at hole BT26-255D, extending known continuity to roughly 850 metres of vertical extent. The zone remains open along strike and at depth.Combined, the two projects represent an after-tax NAV of $1.225 billion at a 5% discount rate and $3,000 gold price, against a basic market capitalisation of approximately C$211 million, a 0.11x price-to-NAV ratio that the company positions against a 0.35x average for US developer peers, citing S&P Global Market Intelligence data. Estimated cash of C$27.8 million is stated to fund both projects through to Mercur's construction decision.Ownership is institutionally weighted, with institutions and corporates representing 59% of the capital structure, including EMR Capital, Konwave, and Dundee Corporation among named holders. Basic shares outstanding stand at 319.4 million, with 359.6 million fully diluted.Key near-term catalysts include the Mercur PFS (end of Q1 2027), pending Joss wedge-hole assay results, initial Mercur metallurgical column test results (expected before the end of August 2026), and continued Mercur infill and expansion drilling results through the remainder of 2026.View Revival Gold's company profile: https://www.cruxinvestor.com/companies/revival-gold-incSign up for Crux Investor: https://cruxinvestor.com
Two guests join host Jonathan Davis (editor of the Investment Trusts Handbook and winner of the AIC Best Broadcast Journalist Award 2024 and 2025) in this week's edition of the Money Makers Investment Trusts Podcast. First is Roddy Snell, lead manager of the Pacific Horizon Trust (PHI), followed by Nish Patel, lead manager of the Global Smaller Companies Trust (GSCT). These discussions were recorded on Thursday 06 August 2026. Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! *** OUT NOW: The 2026 Investment Trusts Handbook *** Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358 *** Section Timestamps: 0:00:37 - Introduction 0:02:03 - Roddy Snell (PHI) 0:02:05 - The last eighteen months at PHI 0:04:35 - Comparing the open-ended fund to the investment trust 0:07:26 - Growth and AI 0:13:14 - The Korean market 0:16:08 - Trump's impact 0:21:13 - Asia and EM susceptibility to Western crises 0:22:46 - The Chinese outlook 0:26:07 - The case for choosing PHI 0:27:51 - PHI's discount 0:32:51 - A short break 0:33:36 - Nish Patel (GSCT) 0:35:25 - The pitch for GSCT 0:38:21 - Interest rates and inflation 0:41:04 - Tech and AI stocks 0:43:04 - Portfolio changes in light of Saba 0:46:53 - The performance of the trust 0:49:18 - Attracting retail investors 0:51:08 - Regional allocation of the trust 0:53:24 - The dividend 0:54:56 - Holding other funds 0:58:00 - The current environment 1:01:47 - Close If you enjoy the weekly podcast, why not also try the Money Makers Circle? This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content every week, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year, with a two week free trial available for new subscribers. This week, as well as the usual features, the Circle features a profile of Ashoka India Equity (AIE). Future profiles include Utilico Emerging Markets (UEM) and HarbourVest Global Private Equity (HVPE). Our weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 340 podcasts since we launched in 2020. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk
Celý díl najdete na: https://herohero.co/dobrovskysidloPo 16 letech autokratického vládnutí Viktora Orbána se Maďarsko vrací k demokracii. Dělá to ale způsobem, který vzbuzuje otázky: Může to demokracie přežít?
Surely, CBS doesn't want "out" of the Romo business, do they? Well... maybe. Just maybe. Hard to believe, with all of the far worse stuff that broadcasters have been accused of, that Romo might lose his $18 million a year TV gig over a garden-variety DUI. But here we are. Also in the episode, Who Killed the Switchboard, Tank Commanders, Smack the Rookie Kicker, MARTY CONWAY from Georgetown talking sports business, FIFA, LIV, MLB lockouts and Goodell. BMW hijacks owners' NAV screens; the miracle of Neuralink could be on the doorstep. MORE...Our Sponsors:* Check out Ethos and use my code ethos.com/czabe for a great deal: https://www.ethoslife.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Our lives begin to end the day we become silent about things that matter. –Martin Luther King Jr. Gratitude: Hearing "I Love You" Guided Breathing: Babies tiny fingernails Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
Realitní trh zpomaluje, i když ceny v Praze a Brně zatím rostou. Jenže roste i nabídka volných bytů a nájemné naráží na svůj strop. Navíc řada developerů začíná mít problémy se sháněním peněz a na trhu je patrné, že prodávající musí být ochotni jít s inzerovanou cenou dolů, klidně o 15 procent. Shodli se na tom pravidelní hosté nemovitostní edice podcastu Money Maker Hedge Marek Cifr a Kirill Juran. To ale zároveň vytváří nový byznysový prostor, protože budou potřeba šikovní a progresivní obchodníci.V rozhovoru se dále dozvíte:
S novou superdávkou ztratilo nárok na podporu skoro 100 tisíc lidí. „Osekaly se okrajové hodnoty. Ti, kteří dosud měli nárok jenom těsně, nebo třeba jen na některou dávku, ji teď v superdávce nedostali,“ vysvětluje v Interview Plus Mikoláš Opletal z Platformy pro sociální bydlení. „To ale neznamená, že tyto domácnosti už nejsou zranitelné. Navíc je možné, že část z nich pouze nebyla schopná projít administrativními nároky, nedodala všechny podklady, ale nárok na dávku má.“ Všechny díly podcastu Interview Plus můžete pohodlně poslouchat v mobilní aplikaci mujRozhlas pro Android a iOS nebo na webu mujRozhlas.cz.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: You can't use up creativity. The more you use, the more you have. –Maya Angelou Gratitude: Kind strangers Guided Breathing: Babies tiny fingernails Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!
Randy Moss, industry principal at Yardi, joined the REIT Report podcast to discuss the relationship between regulatory changes, rising energy costs, and net asset value (NAV), as well as how improving energy and utility data quality can reduce risk and support stronger REIT valuations. Yardi is a Nareit Real Estate Sustainability Partner.When evaluating potential real estate investments, cash flows often take center stage, Moss noted. Investors are increasingly looking for properties that not only have robust cash flows but also incorporate efficiency improvements. Enhancements that boost property efficiency can lead to maximized rents per square foot and higher occupancy rates, ultimately contributing to a more favorable NAV.Moss discussed how recent regulatory trends have introduced new challenges for real estate investors. Building performance standards (BPS) have emerged, mandating that owners meet specific energy and greenhouse gas emissions caps. As these regulations evolve, they come with significant penalties for non-compliance, impacting long-term cash flows dramatically.New York City's Local Law 97 sets stringent limits on emissions and requires reporting based on historical data. With nearly 27,000 buildings affected, compliance is a critical factor in maintaining property value and investment viability.Chapters: 00:50 Meet The Guests 01:24 How Investors Value Buildings 02:22 New Risks To NAV 02:55 Building Performance Standards 04:10 Local Law 97 Fines 05:40 Compliance Keeps Tightening 06:50 Why Data Quality Matters 08:22 AI With Human Oversight 10:50 Why Power Prices Rise 13:34 Future Policy Uncertainty 14:56 Mitigating Energy Cost Risk 18:08 BPS Lease And Tracking Tips 20:48 Bring In Leadership 22:49 Wrap Up And Subscribe
Interview with Drew Clark, President and CEO, Summit RoyaltiesOur previous interview: https://www.cruxinvestor.com/posts/summit-royalties-tsxvsum-targets-15m-revenue-run-rate-with-new-gold-streams-by-2028-10897Recording date: 28th July 2026Summit Royalties has added a new financing tool to a growth strategy that, until now, has relied almost entirely on equity. On July 27, the company announced a credit agreement with National Bank of Canada for a revolving facility with an initial US$25 million commitment, alongside an accordion feature providing for an additional US$25 million on the same terms — for total potential availability of US$50 million. The facility carries a three-year initial tenor, interest priced off SOFR or CORRA plus a leverage-dependent spread of 2.50% to 4.00%, and standard covenants including net leverage, interest coverage, and minimum liquidity requirements.Speaking to Crux Investor's Matt Gordon the day after the announcement, President and CEO Drew Clark was direct about what the debt is for and, just as importantly, what it isn't for. Summit's stated discipline is to use debt only against assets that will generate cash flow within three to five years — a narrower standard than the one that has applied to some of Summit's equity-funded acquisitions, including its recently closed purchase of Star Royalties, which added the Copperstone gold stream in Arizona to Summit's portfolio.Clark also used the interview to correct an earlier public framing of Summit's acquisition discipline. He clarified that roughly $250 million worth of transactions were rejected because Summit's own bids came in below sellers' clearing prices — for example, bidding $65 million on an asset that ultimately cleared at $80 million — rather than Summit walking away from opportunities that met its criteria. It's a useful clarification for investors trying to gauge how aggressively management is actually competing for assets versus how selectively it is declining them.On current market conditions, Clark described deal-making as comparatively easier than during the recent gold price peak, since the gap between long-term and spot pricing has narrowed. He flagged tungsten streams as a specific area of emerging opportunity alongside Summit's core precious metals focus, and noted that Summit is evaluating opportunities as both an acquirer and a potential acquisition target within the sector's ongoing consolidation.The most concrete disclosure for investors may be management's own valuation framework. Clark said the internal belief is that once Summit's revenue reaches somewhere between $20 million and $30 million annually, the company should re-rate toward 1 to 1.2 times NAV — in line with royalty peers — and toward 15-20 times revenue, versus a current multiple he characterised as below 10 times and a NAV multiple around 0.6 times. Management continues to target a production run rate of roughly 4,000 gold-equivalent ounces by the end of 2028 as the operational catalyst behind that thesis.Learn more: https://www.cruxinvestor.com/companies/summit-royaltiesSign up for Crux Investor: https://cruxinvestor.com
In this edition of the Money Makers Investment Trusts Podcast, Emma Bird, head of investment trust research at Winterflood joins Jonathan Davis, editor of the Investment Trusts Handbook (winner of the AIC Best Broadcast Journalist Award 2024 and 2025), in a discussion that includes the position of the sector in the current cycle, narrowing discounts, retail investor demand, and corporate activity. This discussion was recorded on Thursday 30 July 2026. Jonathan is now writing market and other comments on Substack (jdinvestor.substack.com), and for those of you who follow Money Makers on social media, two new channels are now available - TikTok (@moneymakers_its) and Bluesky (@money-makers.co). Do give us a follow! *** OUT NOW: The 2026 Investment Trusts Handbook *** Available to order from Harriman House: https://harriman-house.com/authors/jonathan-davis/the-investment-trusts-handbook-2026/9781804094358 The Investment Trusts Handbook 2026 is the ninth edition of the highly regarded annual handbook for anyone interested in investment trusts – often referred to as the City's best-kept secret, or the connoisseur's choice among investment funds. It is expertly edited by well-known author and professional investor Jonathan Davis, founder and editor of the Money Makers newsletter and podcast. It is available through bookshops and extensively online. The next edition of the Handbook, an independent educational publication, is now in preparation. With articles by 30 different authors, including analysts, fund managers and investment writers, plus more than 80 pages of detailed data and analysis, the latest edition is an indispensable companion for anyone looking to invest in the investment trust sector. *** Section Timestamps: 0:00:37 - Introduction 0:00:56 - The state of the sector 0:07:11 - Retail investor demand 0:11:17 - Saba and the future of EWI and IEM 0:18:31 - A short break 0:19:16 - Herald Investment Trust (HRI) 0:22:10 - Brown Advisory US Smaller Companies 0:25:25 - Enhanced dividends 0:27:40 - Commercial property 0:32:52 - Top and bottom net buy-sell ratio trusts 0:36:19 - Discount opportunities 0:39:47 - Close If you enjoy the weekly podcast, why not also try the Money Makers Circle? This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content every week, including interviews, performance data, links to third party research, market/portfolio reviews and regular comments from the editor. A subscription costs £12 a month or £120 for one year, with a two week free trial available for new subscribers. This week, as well as the usual features, the Circle features a profile of TwentyFour Select Monthly Income (SMIF). Future profiles include Ashoka India Equity (AIE) and Utilico Emerging Markets (UEM). Our weekly subscriber email includes a comprehensive summary of all the latest news plus the week's biggest share price, NAV and discount movements. Subscribe and you will never miss any important developments from the sector. For more information please visit https://money-makers.co/circle. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free for the foreseeable future. We are very grateful for your continued support and the enthusiastic response to our more than 340 podcasts since we launched in 2020. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin - www.bgprofessional.co.uk
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: I have learned over the years that when one's mind is made up, this diminishes fear. –Rosa Parks Gratitude: Standing on the top of the mountain Guided Breathing: Babies tiny fingernails Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
Prezident, válečný zločinec, judista, hokejista, amatérský archeolog, rozvedený otec dvou dcer. To jsou veřejné tváře Vladimira Putina. Jaké jsou ty soukromé? Kolik dětí má doopravdy a do kolika let hodlá plodit další? A proč se o tom nesmí mluvit? Třinácté komnaty šéfa Kremlu odemykají – nebo se k nim alespoň pokouší nalézt klíč – Josef Pazderka a Ondřej Soukup v podcastu Na Východ!.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Education costs money. But then so does ignorance. –Sir Claus Moser Gratitude: Raw cookie dough – One of my favorite treats on the Things To Be Grateful For list Guided Breathing: Babies tiny fingernails Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!
Send us Fan Maildetails the core concepts surrounding packaged investment products as outlined in the Series 7 exam curriculum. It explores the foundational structures of investment companies, specifically contrasting the operational mechanics of open-end and closed-end funds. The text enumerates various fund objectives, such as growth and income, while explaining technical aspects like net asset value (NAV) and diverse fee structures. Furthermore, it covers essential sales practices and redemption procedures that govern how these assets are bought and sold by investors. The source also emphasizes the tax implications and rules regarding the reinvestment of distributions within a portfolio. Ultimately, these guidelines provide a comprehensive framework for understanding how mutual funds and ETFs function within the financial markets.Support the show
Denne uka coachet jeg 11 gründere på to dager. Ingen av dem hadde gjort jobben de hadde planlagt. Alle sammen hadde en god forklaring.I denne episoden deler jeg unnskyldningene ordrett, og jeg forteller om min egen tid på NAV, der jeg også innrømmer at jeg har vært der selv. Jeg var madam drama og hadde alltid gode forklaringer for hvorfor jeg ikke gjorde jobben.Det handler om hvorfor tryggheten vi er så stolte av i Norge kanskje er det som holder oss igjen, og hvorfor du ikke trenger enda et kurs for å komme i gang.Advarsel: dette er en rant. Du trenger ikke være enig. I DENNE EPISODENUnnskyldningene jeg hørte, ordrett, fra 11 samtaler på to dagerHvorfor amerikanske mentorer ikke skjønner hva nordmenn blir utbrent avDet jeg aldri innrømmet for meg selv da jeg var sykemeldt i to årHvorfor tryggheten kan gå på bekostning av lykkenHvorfor det ikke finnes en lanseringskode, en webinarkode eller en AI-kode å knekkeHjernebanene: hvorfor trygghet kommer etter at du har øvd, aldri førKunden som gikk fra 350 til 2 500 følgere på seks ukerKunden som lagde sin egen sommerskole og fikk 360 000 visninger på én postHvorfor motivasjon skapes av en beslutning, og ikke omvendtLAST NED 90-DAGERSPLANENDu trenger ikke enda et kurs. Du trenger en plan du faktisk følger.AI skriver planen for deg på en halvtime. Du svarer bare på åtte spørsmål, og du får en plan basert på dine mål, ikke mine. Den er gratis.grysinding.no/90dagerNEDLASTNINGER- https://www.grysinding.no/blog/jeg-har-hort-den-samme-unnskyldningen-i-11-timer- Bestill Grys bok og få den levert rett hjem: https://www.grysinding.no/bok- Start din egen business - 10 enkle steg!: https://www.grysinding.no/startegenbusiness - Chat med meg her: https://m.me/gry.sinding - Følg meg på Instastories her: https://www.instagram.com/stories/grysinding/ TIDSSTEMPLER00:00 Elleve gründere, to dager, og ingen som hadde gjort jobben01:00 Unnskyldningskatalogen, ordrett og uten navn02:03 Ville du sagt dette til sjefen din?02:40 Norgesranten begynner04:09 Seks uker ferie og ingen helseforsikring, så hvorfor er alle utbrent?05:00 Innimellom skulle jeg ønske at oljefondet ble hacket06:36 Bekjennelsen: 1,5 millioner i lønn, 600 000 fra NAV, og sannheten om hva som skjedde med meg09:00 Da Marie Forleo tok meg på unnskyldningene mine09:40 Fjorten år i en jobb jeg ikke likte, og hva det kostet meg11:19 Det er i usikkerheten du vokser13:00 Å lete etter koden er like dumt som å tro at jorda er flat13:33 Hjernebanene, og hvorfor du ikke kan lese deg til trygghet15:00 Hele gründerreisen handler om å øve mens andre ser på16:30 Motivasjon skapes av en beslutning17:00 Fra 350 til 2 500 følgere på seks uker17:30 Sommerskolen som ga 360 000 visninger på én post18:20 De med forklaringer, og de med resultater20:00 90-dagersplanen, og hvordan du får AI til å skrive den for deg23:00 Hold løftet til deg selv Hosted on Acast. See acast.com/privacy for more information.
"Stability is destabilizing." -Hyman MinskyBDCs are already cutting dividends. Blackstone, Blue Owl, and KKR are gating redemptions. The credit cycle signal is flashing — and almost nobody is watching it.There's a corner of the NYSE that nobody in crypto Twitter or macro Twitter is paying attention to. And it's insane to me — because if you want to know where the credit cycle is breaking, this is where you see it first.BDCs. Business development companies.They're sitting right there, publicly traded, yielding 12-13%. And almost nobody is watching them for the right reason.In this episode, Wasabi, Lux, Boomer, and Hal break down exactly what BDCs are, why they're the public window into a private credit market that's almost entirely dark, and why the signal is no longer hypothetical — the VanEck BDC Income ETF just cut its distribution in half, and Blackstone, Blue Owl, FS KKR, Apollo, Ares, and Morgan Stanley have all imposed redemption gates on their non-traded BDC vehicles. Investors trying to get their money out can't.This isn't a forecast. It's a current event.We walk through the full framework: what BDCs are, who borrows from them, why the structure forces transparency that private credit funds don't have, and how to use the dividend cut signal as a leading indicator for the broader credit cycle. One cut — note it. Two — pay attention. Three or more in the same quarter — deploy.This episode is free. Share it with someone who watches markets.SharePaid subscribers get:→ The daily market report — live BTC and ETH prices, macro color, fear & greed, and a straight read on what's actually moving→ Private Discord — talk through trades and theses directly with Hal and Lux. Not a community. Not a server with 10,000 people. A small room with the people who made this episode. And people like you.If you found this useful, the upgrade is worth it.subscribeDisclaimer on BCD's signal - while this podcast is fun this signal does not out perform buy and hold in back tests: The contrarian backtest completed. Here's the verdict:90 trades, 17.7% average return, 63% win rate. Sounds good right?But zero alpha. Every single trade has exactly 0% alpha vs buy-and-hold over the same period. That's because the "buy after cut" entry is just buying the stock — you'd get the same return just holding it through the dip.Here's the breakdown:• Big winners (2020Q1-Q2 trades): +80% to +161% — but that's just the COVID recovery. Buy-and-hold did the same.• Big losers (2019Q1, 2022Q1): -25% to -52% — you bought into a continuing decline• Win rate is decent (63-72%) but that's just BDCs being mean-reverting assets in generalThe honest answer: The contrarian angle feels right narratively, but the data says there's no edge. The dividend cut doesn't give you a better entry point than just buying the dip on price alone. You're not buying a "NAV discount opportunity" — you're buying a falling knife that sometimes recovers and sometimes doesn't.The 2008 story is a survivorship bias — we remember the BDCs that recovered, not the ones that didn't (OCSL -86% cut, NEWT with 13 cuts over 10 years).So both directions are dead: sell on cuts = no signal, buy on cuts = no alpha.
Nový díl podcastu tvoří otázky posluchačů a diváků a naše odpovědi. Nejvíce se věnujeme trendu, který by se dal popsat slovy PŘEPISOVÁNÍ DĚLBY MOCI. V jejích nejvyšších patrech jsme svědky dramatického vychýlení systému brzd a protivah od zákonodárné k výkonné moci.Zatímco předchozí dvě vlády přijímaly 14–18 procent všech zákonů v režimu poslaneckých návrhů (případně v další zrychlené verzi), tentokrát je v tomto systému více než padesát procent všech norem. Navíc v této fofrverzi procházejí nejdůležitější zákony, které jdou mimo klasické připomínkové řízení a nemůže se k nim vyjádřit ani odborná veřejnost. Výsledkem jsou paragrafy, které často nedávají smysl. I z toho důvodu minulý týden vytvořila Česká advokátní komora odbornou komisi, která bude upozorňovat na největší legislativní paskvily.Zatímco na úrovni Poslanecké sněmovny se daří obcházet jednací řád, utahování šroubů nastává i na úrovni vlády. Šéfka Úřadu vlády a neoficiální „vicepremiérka“ Tünde Bartha chce změnit způsob přijímání zákonů tak, aby se veřejnost už nedozvěděla, kdo jak – například v oblasti veřejných zakázek – který ministr hlasoval. Tyto a další informace mají být na 30 let tajné. Navíc by ona sama měla mít možnost ve zrychleném režimu předkládat zákony. Je to další neformální amnestie pro potenciální spolupachatele a současně oslabení kontrolních funkcí jak ze strany Parlamentu, tak veřejnosti.V podcastu se věnujeme i nepolitickým věcem. Například prozrazujeme, jaké AI používáme, jestli by Bohumil volil Petrose do nějaké veřejné funkce a do jaké, naznačujeme, jak budeme obnovovat setkání s příznivci v tzv. backstage, kde je hranice legitimního občanského odporu, proč má Petros rád skladbu Pavla Dobeše s názvem Calvera, jaké je spirituální zvíře Karolíny a jestli náhodou nejsou Motoristé sobě Kazmův projekt.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: "Doing the right thing is more important than doing the thing right." - Peter Drucker Gratitude: Hot tea on a cold day Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: It is never too late to be what you might have been. –George Eliot Gratitude: Ability to learn Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: The person who says it cannot be done should not interrupt the person who is doing it. –Chinese Proverb Gratitude: Aroma candles Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: You take your life in your own hands, and what happens? A terrible thing, no one to blame. –Erica Jong Gratitude: The internet Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless. –Jamie Paolinetti Gratitude: Good books Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If there's something unique YOU are grateful for, let me know and I'll share it on an upcoming episode. Simply visit TheDailyRefresh.com and click the word 'Gratitude e' in the Nav bar!
Ben and Tom discuss the sharp value-over-momentum rotation with high-flying names getting smashed while broader market breadth improves, SpaceX Starship's critical launch attempt tonight at 5:45 PM local time in South Texas after May's booster spin-out — a launch essential to defending SPCX's $4 billion NASA moon-landing contracts and the broader SpaceX investment thesis — and the levered ETF blowups with South Korea halting new single-stock leveraged ETFs and the Lucid 2x levered ETF liquidating after its NAV went negative.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
5 - Feri éttermét ötször, egymsá követő napon, ellenőrizte a NAV by Balázsék
00:00 - 6 óra 25:44 - Egy autómosóban, vegyszerekkel mosta a lovát egy dunaföldvári férfi 45:43 - Szokatlan, ám annál hasznosabb, hatékonyabb és takarékosabb munkaerő érkezett a Volkswagenhez 1:15:53 - Tíz éven át egy nőgyógyász volt a Szenegáli futballválogatott orvosa 1:31:41 - Feri éttermét ötször, egymsá követő napon, ellenőrizte a NAV
Episode Summary:In this episode of the Pain Matters podcast, Host Sudheer Potru, DO, FASA, FASAM, and Co-Host Zafeer Baber, MD, offer a comprehensive discussion of the (relatively) new analgesic medication suzetrigine, emphasizing its impact on acute pain management. Approved by the FDA in January 2025, this oral medication offers promising alternatives for moderate-to-severe postoperative pain management. Delving into its mechanism, the conversation also covers the history of voltage-gated sodium (“NAV”) 1.8 channel research and its implications for patient care.Throughout the episode, the hosts highlight suzetrigine's unique mechanism of action, acting preferentially on the NAV 1.8 sodium channels located predominantly in the peripheral nervous system. The dialogue explores its advantages over traditional opioids, including reduced side effects such as sedation and constipation, making it an attractive option for enhancing postoperative recovery protocols like ERAS (Enhanced Recovery After Surgery). The conversation expands on the complexities of treating chronic pain and the potential for new Nav channel-targeting agents to revolutionize pain management employing targeted strategies.Key Takeaways:Understanding Suzetragine: Suzetragine acts as a novel analgesic focusing on the NAV 1.8 sodium channels, offering reduced side effects compared to opioids, especially in postoperative settings.Mechanism and Discovery: The NAV 1.8 sodium channel, essential for pain signal propagation, was key to designing suzetrogine. Its function was inadvertently highlighted by genetic mutations found in individuals who couldn't feel pain due to alterations in similar channels.Economic and Clinical Implications: Although suzetrogine is more expensive than traditional pain medications, its potential to reduce hospital-acquired complications could justify its cost in clinical settings.Future Prospects in Chronic Pain: Ongoing research into suzetrogine's effectiveness for conditions like diabetic neuropathy could offer new opportunities in managing chronic pain.Broader Pharmacological Impacts: The development of NAV channel-targeted medications marks a significant milestone, signaling a shift towards more specialized pain management options.*Views expressed by our hosts and guests are their own and do not necessarily reflect those of the hosts, their institutions, or the American Academy of Pain Medicine.
On this episode of The Crypto Rundown, host Mark Longo welcomes back Bill Ulivieri from Cenacle Capital Management to break down a wild, volatile few weeks in the digital asset space. Bill calls his official generational bottom for Bitcoin, leaning into quantitative power laws, internal AI metrics, and cyclic low models that point to a major buying window between now and November. The guys also dive deep into the collapsing NAV discounts on MicroStrategy (MSTR), the rising options volume across IBIT and ETHA, and the latest dramatic re-shuffling in the Altcoin Universe.
A daily quote to inspire the mind, gratitude to warm the soul, and guided breathing to energize the body. Quote: Too many of us are not living our dreams because we are living our fears. –Les Brown Gratitude: Happy hour Guided Breathing: Equal Breathing. Visit TheDailyRefresh.com to share your unique piece of gratitude which will be featured on an upcoming episode, and make sure to watch the tutorial of how to make The Daily Refresh part of your Alexa Flash Briefings! Call to action: If you're not listening to this on your Alexa, you should be! Visit TheDailyRefresh.com and click on the word Alexa in the Nav bar for a tutorial on making The Daily Refresh one of your Flash Briefings.
Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he's thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.========================BitcoinIRA: Save up to 37% in capital gains taxes on your retirement investments. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to lp.bitcoinira.com/after-crypto to win up to $4,000 in rewards.========================Bitget is the world's largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget's Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on Bitget.com today!========================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.========================0:00 - Intro1:03 - Why he sold all his bitcoin & crypto6:52 - The Hyperliquid thesis & the broken social contract20:01 - What would make him buy bitcoin again?21:58 - Strategy + STRC & how to gain an edge in the markets 33:40 - What comes after the memory stock boom?37:58 - Biotech, defense, & rare earth minerals39:29 - Robostrategy, private markets & NAV premiums44:08 - Why index fund returns may be lower going forward55:40 - Contrarian investing & spotting a bubble1:07:44 - Meme stocks, retail & future outlook1:13:25 - The 1000x Podcast
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