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Skippy and Doogles unpack the spectacular unraveling of Situational Awareness, a hedge fund that reportedly went from roughly $30 billion to $8 billion in a matter of weeks. Then the conversation turns to Larry Ellison and Oracle's enormous AI infrastructure gamble.Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.
NEW! Little Big Affirmations Deck for Kids: Check it out. Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: I forgive those who have harmed me in the past and peacefully but powerfully detach from them. Today's Oracle of Motivation: Be honest with people about who you are, how you feel, and how you expect to be treated. Anyone who isn't receptive to your wishes and truth doesn't deserve your energy anyway. Some people will only like you if you fit inside their box, so don't be afraid to shove that box up their ass and bounce. If you have been hurt, release tension between yourself and others by disconnecting, reclaiming your energy, and using it to develop peace internally. Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
Nearly $580 billion in trailing twelve-month capital expenditure across Amazon, Microsoft, Google, Meta, Oracle, Tesla, and SpaceX. Full year 2026 approaching $900 billion. CSI's 2027 estimate: $1.5 trillion. CSI breaks down the Q2 hyperscaler CapEx numbers and makes the case for why the semiconductor bull market remains intact despite a volatile few weeks for chip stocks.AWS, Azure, Google Cloud, and Oracle are all reporting multi-year backlogs. Amazon just raised its 2026 CapEx guide to $220 billion, partly driven by rising memory prices — sending more capital directly to the semiconductor supply chain. Gartner revised data center spending up to $820 billion for 2026, a sixty-three percent year-over-year increase. The recent pullback looks like a leverage unwind, not a fundamental shift.For in-depth research and the Semiconductor Insider membership, visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Meta, Alphabet, Oracle, and Amazon.
Black culture has shaped music, fashion, sports, entertainment, language, and social media across the globe. But does that global influence mean other races are obsessed with Black culture, or is it simply admiration and cultural exchange?In this episode of The Oracle 19 Podcast, we examine the worldwide impact of Black culture, the difference between appreciation and appropriation, the role of hip-hop and sports, and why Black trends often become mainstream. We also explore whether society celebrates Black culture while treating Black people differently.This is a thought-provoking discussion designed to encourage respectful debate, critical thinking, and honest conversation.Question of the Day:Do you believe the world is obsessed with Black culture, or is it simply recognizing its influence? Share your thoughts in the comments.Subscribe to The Oracle 19 Podcast for more conversations on culture, history, society, current events, and global issues.Podcast: Sunday, Monday, and ThursdayLINKS:https://www.officialmoringamagic.com/#aff=enamul33 moringa pillsMasonic Regalia and Jewelry Wholesale Prices | Bricks Masons https://bit.ly/4a2nn4DThe Encyclopedia of Power Foods- Latest2024! Ebooks https://bit.ly/49XfoWnhttps://www.legalcontracts.com/?pid=pBusiness sponsorship inquiries: evolutionoflondon@gmail.comShop now: www.evolutionoflondon.com(online shopping mall)www.evolutionoflondon.org(custom clothing accessories digital products)www.linktree.com/evolutionoflondon. www.patreon.com/evolutionoflondonDonate/PayPal:Evolutionoflondon@gmail.comMusic: cheap limousine channel on YouTubeGreatness19 channel on YouTubeMr. Evolution of London (health and wellness) on YouTubeWJA Accessories (fitness consultant)Email: healthfitnessconsultant1@gmail.com
NEW! Little Big Affirmations Deck for Kids: Check it out. Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: My financial status does not dictate my happiness. Money makes me more of who I am, and I am an amazing person. Today's Oracle of Motivation: Money is not the fountain of eternal happiness. Money only makes you more of who you are. If you are an asshole who loves to slay strip clubs, rail cocaine, and participate in a life of meaningless hoo-ha, money only allows you to do this on a larger scale. If you are a big-hearted philanthropist who loves to help the well-being of others, money allows you to help MORE people in BIGGER ways. You are not a slave to the God of Money. You are the God of Money. Use it to build your Kingdom of happiness and purpose, and your Kingdom shall be infinitely wealthy. Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
Pramoda Vyasarao, the founder of Changesmith Coaching LLC, has a rich background in computer science and boasts over two decades of experience with tech giants like Oracle and Meta. With 17 years of coaching experience, Pramoda has significantly impacted thousands of individuals across 11 countries. He specializes in fostering personal growth for senior leaders through one-on-one coaching and cohort-based courses that focus on communication, leadership, and storytelling. Pramoda is the author of the bestselling book Beyond Your Limits. Pramoda website: https://www.changesmith.me/ Show notes: https://successgrid.net/sg280/ If you love this show, please leave a review. Go to https://ratethispodcast.com/successgrid Podcasting Secrets: https://successgrid.net/6c7a
Dupree Financial Group Blog · The Tom Dupree Show From This Week’s Episode Retirement Investing · August 1, 2026 Is Your Retirement Portfolio Too Concentrated? A 25-year-old hedge fund manager lost roughly $35 billion in a matter of days this week. Here’s what his leverage and the market’s concentration in seven stocks have to do with your retirement account. By Tom Dupree, Founder, Dupree Financial Group | dupreefinancial.com | 859-233-0400 This week, a 25-year-old former OpenAI researcher named Leopold Aschenbrenner watched roughly $35 billion disappear from his hedge fund in a matter of days. Two years ago, he wrote a 165-page essay predicting the future of artificial intelligence with such confidence that Silicon Valley treated it like scripture. This week, his fund — built on borrowed money layered on top of a handful of AI stocks — got forced into a fire sale to Ken Griffin’s Citadel at a steep discount. It’s a dramatic story. But here’s the direct answer to the question that actually matters for your retirement: if most of your money sits in a plain S&P 500 index fund, you may be more concentrated in a handful of the same stocks than you realize — and that concentration, not any single hedge fund’s collapse, is the real thing worth understanding before your next portfolio review. You don’t need borrowed money or a 165-page manifesto to be exposed to this. You just need to own “the market” and assume that means you’re spread across 500 different companies. Key Takeaways Leverage magnifies both directions. Borrowing money to buy investments can boost gains on the way up, but it can wipe out capital just as fast on the way down. That’s the entire story of this week’s hedge fund collapse. Seven stocks now make up a large share of the S&P 500. Depending on the week you check, the “Magnificent Seven” technology stocks account for somewhere between a third and roughly 40% of the entire index’s value. Owning an index fund is not automatically owning a diversified portfolio. A market-cap-weighted index gives its biggest companies the biggest influence — so when those companies wobble, so does “the market.” Know what you own and why you own it. That’s not a slogan — it’s the single most useful question a retiree can ask before the next headline-grabbing selloff. Why This Week’s Story Is Bigger Than One Hedge Fund Every generation produces an investor who seems untouchable — brilliant, early to a trend, riding a wave everyone else is still arguing about. Aschenbrenner’s fund, Situational Awareness, reportedly grew from roughly $200 million to as much as $45 billion in under two years, largely on concentrated bets in AI infrastructure names. Then, using leverage reported as high as 400% — meaning roughly four borrowed dollars for every dollar of the fund’s own capital — a sharp pullback in a handful of semiconductor and AI stocks triggered margin calls his prime brokers couldn’t ignore. That’s the mechanical part, and it’s worth understanding in plain English: when you borrow against an investment and that investment drops in value, your loan doesn’t shrink with it. At some point the lender requires more collateral — a margin call — and if you can’t provide it, your shares get sold for you, often at the worst possible moment. There’s no easy way around that math. It requires diligence, not confidence. Most retirees reading this aren’t using 400% leverage. But there’s a quieter version of the same concentration problem sitting inside a lot of 401(k)s and IRA rollovers, and it doesn’t require a single dollar of borrowed money to hurt you. What the Numbers Actually Show According to CNBC’s reporting on the collapse, Aschenbrenner’s fund held roughly $45 billion in assets at its peak, before margin calls forced the sale of its leveraged public stock positions — including major holdings like SK Hynix and CoreWeave — to Citadel at a discount, with the fund’s overall assets falling to around $10 billion within about 30 trading days (CNBC). TechCrunch’s coverage confirms Aschenbrenner had no prior professional trading experience before launching the fund in 2024, and that the losses came from both AI stocks falling and short positions in software companies moving the wrong way at the same time (TechCrunch). Meanwhile, the broader market has its own version of this concentration story. Reporting from Forbes notes that the “Magnificent Seven” technology stocks made up roughly a third of the S&P 500’s total market capitalization heading into 2026, with some advisors calling the resulting concentration risk a “legitimate concern” (Forbes). Separate reporting from CNBC put the figure as high as 35% to 40% of the index in recent trading, prompting some strategists to recommend equal-weighted alternatives to reduce that concentration (CNBC). The SEC’s own investor education office has published plain-language guidance on why borrowing to invest carries risks that go beyond the investment itself — including the fact that a broker can sell your securities to meet a margin call without waiting for you to act, and can do so without advance notice (SEC Investor.gov). It’s the kind of guardrail worth reading once, even if you never plan to use margin yourself. “Leverage is a thing to be used very judiciously and very carefully, because if you use it in a way that’s irresponsible, it can cost you everything.” — Tom Dupree The Reframe: This Isn’t a Bet on Whether AI Wins or Loses Dupree Financial Group’s Take Most of the commentary this week has been framed as a debate: Is AI spending going to pay off, or is it a bubble? That’s an interesting argument, and reasonable people disagree about it — Microsoft’s stock jumped double digits on one earnings report this year, while Oracle’s bonds have drawn scrutiny over its own AI-related spending. But that debate is largely beside the point for a retiree building income for the next 40 or 50 years. The actual lesson isn’t “buy AI stocks” or “avoid AI stocks.” It’s that when a market’s returns get concentrated in a small number of companies, your risk gets concentrated right along with it — whether you meant it to or not. That’s exactly why our approach starts with cash flow analysis, not headlines: dividend-paying companies across sectors like insurance, telecommunications, and financials keep generating income whether or not seven technology companies are having a good month. You get paid to wait, in good markets and choppy ones, instead of hoping a narrow slice of the market keeps carrying the whole index. What This Looks Like in Practice We build separately managed accounts around companies with a history of paying and growing their dividends, purchased when they’re out of favor and less expensive — not around chasing whichever seven stocks are dominating the headlines that quarter. Bonds play a role too: current income, lower volatility, and dry powder to buy good companies when the market temporarily marks them down for reasons that have nothing to do with their underlying business. None of this means avoiding growth, and it doesn’t mean the S&P 500’s biggest companies are bad businesses — several of them are genuinely excellent. It means not letting one basket, however impressive, decide the outcome of your retirement. All investing involves risk, including the possible loss of principal, and no strategy removes that risk entirely. The goal is to understand it, size it appropriately, and build income you don’t have to sell into a downturn to access. Five Things to Check in Your Own Portfolio 1Pull up your 401(k) or IRA’s top ten holdings. Most plan providers list this on your statement or online dashboard. If you don’t see it, call and ask — it’s your money, and you’re entitled to know. 2Add up what percentage those top ten represent. If it’s a plain S&P 500 index fund, expect a meaningful chunk of your total to be concentrated in a handful of names, most of them technology companies. 3Ask whether that concentration matches your risk tolerance at your stage of life. A 35-year-old accumulating wealth can absorb more concentration risk than someone drawing income in retirement. 4Check whether you’re using any form of leverage or margin, even indirectly through certain funds or products, and make sure you understand exactly what happens if those positions move against you. 5Get a second set of eyes on the whole picture. It’s easy to know your account balance and much harder to know what’s actually driving it. That’s the gap a complimentary portfolio review is built to close. Frequently Asked Questions What is “concentration risk” in a stock market index? Concentration risk means a large share of an index’s total value — and therefore its performance — comes from a small number of companies. In a market-cap-weighted index like the S&P 500, the biggest companies carry the most influence, so a downturn in just a handful of names can drag down the whole index. Why did Leopold Aschenbrenner’s hedge fund lose so much money so quickly? Reporting indicates the fund used leverage as high as 400% on concentrated AI stock positions. When those stocks declined, the borrowed money amplified the losses, triggering margin calls that forced a distressed sale of the fund’s holdings within about a month. Should retirees stop investing in S&P 500 index funds? Not necessarily — index funds remain a legitimate, low-cost building block. The point is to understand what you actually own inside that fund, including how concentrated it has become, rather than assuming “index fund” automatically means “diversified.” What does “leverage” mean in plain English? Leverage means borrowing money to increase the size of an investment beyond what your own capital could buy. It can amplify gains, but it amplifies losses the same way — and if the investment’s value drops enough, the loan doesn’t shrink to match it. How can I tell how concentrated my own retirement portfolio really is? Start by looking up your fund’s top ten holdings and what percentage of the total they represent — most providers publish this. If you’re unsure how to interpret it, a portfolio review with an advisor can walk through what you actually own and why. The Close By the time you read this, Leopold Aschenbrenner’s fund will likely have faded from the headlines, replaced by whoever’s turn it is next — because, as history keeps showing us, there’s always a next one. But the question his week left behind isn’t really about him. It’s about whether you know what you own, and whether you’d be able to answer calmly if your own portfolio had a bad week. That’s the whole point of retiring on income instead of hope: you don’t need to guess right about which seven stocks win. You need a plan that keeps paying you regardless. Keep Learning Listen to the full episode — hear Tom, James Dupree, and Michael Dawahare walk through the Mag Seven earnings debate and this week’s market moves in more detail. Learn more about Dupree Financial Group — our fee-only, fiduciary approach and the team behind it. Schedule a complimentary portfolio review — see exactly how concentrated your own accounts are today. Tom Dupree Tom Dupree is the founder of Dupree Financial Group, a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. He has spent 48 years in the investment business, starting as a municipal bond salesman in the late 1970s, and hosts The Tom Dupree Show, a weekly radio and podcast program covering the financial topics that matter most to retirees. About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 47-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at dupreefinancial.com under the Radio tab. Schedule a Complimentary Portfolio Review If you’re not sure whether your retirement account is more concentrated in a handful of stocks than you’d like — we’ll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it’s working for you. Call: 859-233-0400 | Visit: dupreefinancial.com All investing involves risk, including the possible loss of principal. Past market performance discussed above refers to historical index and company data, not to the performance of any Dupree Financial Group account. Dupree Financial Group · Fee-only. Fiduciary. 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A $35B Hedge Fund Lesson | Dupree Financial Group appeared first on Dupree Financial.
THE Oracle 19 Weekend News delivers the most important stories, updates, and insights you need before your week begins. Each episode breaks down global headlines, trending news, social insights, cultural conversations, and must-know developments with clarity, depth, and perspective. From politics and economics to culture and viral moments, The Oracle 19 Weekend News keeps you informed, engaged, and ready to think critically about what's happening in the world. Whether you're catching up over coffee or diving deeper into the issues that matter, this show brings you the weekend's news like no other.
Everyone believes the AI bubble is mainly about stocks. That makes sense. The obvious historical comparison is the dot-com bubble. However, this one is all about credit unlike 1999. And that credit is now talking loudly through credit default swaps and other debt market signals. Companies like Oracle and SpaceX have seen their CDS prices surge recently, with big moves in July across all the big names in AI tech: Amazon, Meta, and negative cash flow for the first time Google, Alphabet, whatever the company calls itself. Nvidia is seeing higher premiums. Even BlackRock trying to sell an AI-linked bond, similar results to what we talked about with Amazon's bond.The debt problem is spreading and deepening as the debt cycle turns more and more. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.bloomberg.com/news/articles/2026-07-27/blackrock-raises-12-5-billion-of-debt-for-meta-data-centerhttps://www.tomshardware.com/tech-industry/artificial-intelligence/ai-cost-crisis-hits-tech-giants-as-employee-tokenmaxxing-backfires-agentic-ai-eats-up-to-1000x-more-tokens-than-standard-ai-sparks-corporate-pullback-at-microsoft-meta-and-amazonhttps://mashable.com/tech/ai-backlash-vibe-shifthttps://www.facebook.com/FastMoney/videos/oracle-reportedly-facing-cost-overruns/1033596599253258/https://www.wsj.com/video/lessons-from-the-dot-com-bubble/FB0BBA73-9133-4000-8C71-4A5B6C7D8AB7https://www.cnn.com/videos/tv/2018/07/26/2000s-original-series-episode-4-clip-2-technology.cnnhttps://www.youtube.com/watch?v=TfW5pWpsHAohttps://uk.finance.yahoo.com/video/spacex-sheds-600-billion-three-085352127.htmlhttps://www.youtube.com/watch?v=IW-dfyp8OkUhttps://finance.yahoo.com/video/chip-stocks-fight-to-rebound-as-semiconductors-slip-into-bear-market-135658468.htmlhttps://www.youtube.com/watch?v=pCSDhGHgDG4https://finance.yahoo.com/video/chip-sell-off-even-sk-hynixs-1242-profit-growth-couldnt-wow-investors-133907245.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu
En este episodio de Dimes y Billetes, platicamos con Grupo CorpoNext sobre cómo se han consolidado como los especialistas en Salud Empresarial, transformando la gestión, la eficiencia y los resultados de las organizaciones a través de sus 4 unidades de negocio. Hablamos de por qué una empresa sana es una empresa imparable, de cómo la implementación de los softwares número 1 a nivel mundial impulsa el potencial operativo, financiero y humano de un negocio, y del camino real detrás de su transformación digital.corponet.comPeoplenext.comCorposuite.comerp365.com.mx#GrupoCorpoNext #SaludEmpresarial #TransformacionDigital #SoftwareEmpresarial #LiderazgoB2B #EficienciaOperativaPrueba café el Capitalhttps://cafeelcapital.com/s/08a48400:00 – ¿Qué es salud empresarial y salud financiera?03:37 – Empresa como ente vivo: sin conciencia no hay cambio04:44 – Propósito, rentabilidad y flujo como pilares06:44 – 95% de empresas sin información para decidir09:12 – De “changarros” a empresas institucionalizadas10:09 – Síntoma #1: multi‑Excel y procesos aislados13:15 – Síntoma #2: no saben rentabilidad por cliente o producto15:09 – 25 años, 500 empresas transformadas y foco en microindustrias18:12 – Qué es empresa mediana y por qué no es solo tamaño23:12 – Promesa mínima: 25% de eficiencia en tiempo y trabajo28:23 – SAP Business One “fuera de caja” vs. implementación con mejores prácticas33:56 – Inversión típica: 65,000–100,000 pesos y retorno en 12–18 meses36:51 – Implementar desde startup: cultura que crece “derecha”43:30 – Por qué usan tres ERPs: SAP, Oracle y Microsoft57:23 – Caso Grupo Valeria y caso de acero con SuccessFactors
Vinny Lingham is a Bitcoin OG who pioneered gift card payments in 2012 with Gyft, served on the board of the Bitcoin Foundation, spearheaded blockchain identity verification with CIvic, and in more recent years moved on to managing risk with Praxos Capital. Thanks to some of his accurate price predictions, Vinny has also received the nickname "The Oracle". In this episode, we talk about his Bitcoin journey and how his views have evolved over the last 14 years. Time stamps: 00:01:06 Intro & sponsors: Vinny Lingham, 15 years in Bitcoin 00:02:04 Gyft: a dozen companies and one gift card problem 00:02:26 Chargebacks, stolen cards & getting attacked by scammers 00:04:13 Why Bitcoin looked like the perfect payment rail 00:04:51 Zero-conf payments and the first-seen rule 00:05:48 The Starbucks and McDonald's signature math 00:06:51 100,000 Bitcoin payments, zero double spends 00:07:13 Civic's Bitcoin patents & the 2017 fee explosion 00:07:37 Blockstream, Adam Back, MIT and the Epstein files 00:08:10 Core keeps pruning dissenting voices 00:08:55 Why Bitcoin still can't be the whitepaper's payment system 00:09:08 Counterparty, Mastercoin & the birth of Ethereum 00:09:34 "Nothing has happened in Bitcoin in five years" 00:10:16 Why he went and backed Solana instead 00:10:23 Sympathy for BIP 110 over Core 00:11:08 Inscriptions can be done many ways 00:12:27 "Lightning will be ready in 18 months" forever 00:13:26 Drivechains, BIP 300 & the Ecash fork paying miners 00:14:44 UX, mainstream users and idiot-proof money 00:15:17 People who don't know you can hold BTC outside an ETF 00:15:27 Is the ETF the real scaling layer? 00:15:37 What Vinny signed up for when he read the whitepaper 00:16:30 Wayne Vaughn in the chat 00:16:48 Saylor's Bitcoin Security Consortium and the $15M 00:17:24 Saylor argues against bigger blocks and covenants 00:17:49 How is this different from the Bitcoin Foundation? 00:18:36 Saylor as systemic risk: crashing the minority fork 00:19:43 Losing SPV and the simplicity of early Bitcoin 00:20:48 When did you last actually use Bitcoin? 00:21:22 Six confirmations vs Apple Pay 00:21:41 Gyft's customers who had no credit cards 00:22:07 Not a store of value: a store of liquidity 00:23:24 So what is a store of value, exactly? 00:26:00 The 100 year test: one ounce of gold buys one suit 00:27:09 Does the whitepaper ever say "digital gold"? 00:27:53 Saylor's redefinition: expensive to move, held by institutions 00:28:08 Privacy, tiny payments and why volume creates stability 00:28:42 Exchanges are layer two, Lightning is layer three 00:29:06 Solana at the World Series of Poker 00:30:07 BSV, Teranode, BCH and who actually handles volume 00:30:58 Does everyone really need to run a node? 00:31:30 Luke Dashjr, 16MB blocks and 50 billion Catholics 00:33:34 Arguing with someone who redefines words 00:34:33 How did Blockstream become so politically powerful? 00:35:40 Reid Hoffman's $20 million 00:36:26 Reading the Epstein files with Bitcoin eyes 00:36:45 Tether won the global south instead 00:37:42 "The community is people who never built anything" 00:38:00 Why Elon Musk walked away from Bitcoin 00:39:07 The ESG excuse & the Bitcoin Mining Council 00:40:05 Elon on bandwidth, latency and second layers 00:41:03 Why Civic started on Bitcoin and left 00:42:05 Multicoin, the Solana seed round & founding Praxos 00:42:29 Why "Civic" and not "Supra" 00:42:46 Nobody wants identity: crypto's actual number one use case 00:44:03 Zcash's comeback, Ironwood & the auditable supply 00:45:34 Delistings and the headwinds facing privacy coins 00:46:06 Why Zcash chose DeFi rails over merchant adoption 00:47:07 How to know you're in a bear market 00:47:25 Elgamarov & how small this world really is 00:48:10 What does Vinny actually hold today? 00:49:27 Praxos: delta neutral, funding rates and volatility 00:51:44 Sponsors: Braiins, Cake Wallet, SideShift, LayerTwo Labs, Orange Rock 00:54:40 Wayne Vaughn's question: will the CLARITY Act pass? 00:56:47 Michael Saylor and the Strategy problem 00:57:14 The GBTC discount scenario 00:58:16 Why August could be a bloodbath 01:01:56 Node counts, sybil attacks and hash rate 01:03:16 The rewritten history of SegWit and SegWit2x 01:04:19 How Bitcoin Cash became the fallback plan 01:04:59 Gavin Andresen and the word "bamboozled" 01:06:00 Was Craig Wright involved at all? 01:08:04 Hal Finney's logs and the Van Nuy, California IP address 01:08:55 GMX, German privacy law and the missing paper trail 01:11:17 Roger Ver, the checksum test and Craig 01:13:00 Asking Claude who Satoshi is 01:14:17 The case for Nick Szabo and the trusted third parties 01:15:31 The counterfactual: what if Bitcoin had scaled? 01:19:35 Tron, USDT and five years of outperforming BTC 01:20:09 Bitcoiners understand supply, not demand 01:20:36 What happens when the block rewards run out 01:21:15 Rentable SHA256 and the state actor attack scenario 01:22:54 Will Vinny claim the August fork airdrops?
Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds)
NEW! Little Big Affirmations Deck for Kids: Check it out. Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: I welcome and expect magic, miracles, wizards, and source into my life. Today's Oracle of Motivation: Many illusions within this world have taught you that you are realistic if you doubt magic, miracles, wizards, and source. But the truth is, you are realistic only if you expect magic, miracles, wizards, and source. And what you expect, you shall have in abundance. It's time to give that wand a twirl. Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us daily for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
In this episode of finding grace, I'm joined by the magical Karen Kay connects to the elemental realms bringing through ancient wisdom from fairies, mermaids and unicorns into our human realm. Fairy Whisperer Karen Kay is a regular guest on TV and radio, including ITV's This Morning, Celebrity Goggle Box (Channel 4), Channel 4's Steph's Packed Lunch, and she appeared in an episode for a series with former ITV presenter Fern Britton.Karen is a passionate nature lover. Her friendship with the fairies began as a young child in her grandmother's garden, where she used to collect rose petals to make perfume for the flower fairies. This is a far cry from her former life as a BBC news editor.Karen Kay is the author of Fairy Whispering 111 Magical Practices for Connecting with the Fairies, Manifesting with the Fairies, Oracle of the Fairies (in standard and pocket fairy-sized!), and Messages from the Mermaids.In this episode you'll discover:Karen shares what finding grace means to her right now and where she is at.She recaps her story. Karen shares the importance of slowing down and listening to the body, especially in intense seasons, allowing rest without guilt.She shares how setting boundaries is an ongoing practice, and how choosing yourself over people-pleasing is essential for wellbeing.She talks about the truth that you cannot pour from an empty cup, and why self-care is foundational rather than optional.Karen shares how her creative process comes from within,disconnecting from outside influence and connecting to nature, intuition, and meditation.She reflects on her journey and the reality that there is no overnight success, only years of devotion, trust, and following her path.She shares the importance of staying present and finding stillness in a fast, overwhelming world.She talks about being an empath and the need to create gentle distance, so you can feel deeply without becoming overwhelmed.Karen shares how compassion isn't always soft, and how love can be expressed through fierce action, truth, and standing up for what matters.We discuss what inspired this new deck and what its all about.She show cases her new deck, and does a mini reading with a few different cards, tune in to hear this.She shares whats supporting her and bringing her joy right now.Karen shares all this and more in this beautiful episode. If you want to work with Karen, buy here decks and book, you can find her here:Instagram @karenkayfairy Buy the decks and her book here Get the latest deck here www.karenkay.co.ukYou can find me at : Watch my TEDx talk here Instagram @thehannahwallaceTwitter @hannahwallace_Face book @thehannahwallace Website www.hannah-wallace.com Sign up to my newsletter here Thank you so much for listening please share, subscribe and review it's greatly appreciated and I hope you find grace in your week ahead. Hosted on Acast. See acast.com/privacy for more information.
If you enjoy this episode, we're sure you will enjoy more content like this on The Occult Rejects. In fact, we have curated playlists on occult topics like grimoires, esoteric concepts and phenomena, occult history, analyzing true crime and cults with an occult lens, Para politics, and occultism in music. Whether you enjoy consuming your content visually or via audio, we've got you covered - and it will always be provided free of charge. So, if you enjoy what we do and want to support our work of providing accessible, free content on various platforms, please consider making a donation to the links provided below. Thank you and enjoy the episode!Links For The Occult Rejectshttps://linktr.ee/theoccultrejectsOccult Research Institutehttps://www.occultresearchinstitute.org/Substackhttps://substack.com/@theoccultrejects?r=7auau0&utm_campaign=profile&utm_medium=profile-pageCash Apphttps://cash.app/$theoccultrejectsVenmo@TheOccultRejectsBuy Me A Coffeebuymeacoffee.com/TheOccultRejectsPatreonhttps://www.patreon.com/TheOccultRejectsFull Episode BibliographyPrimary SourcesAeschylus. Eumenides. Used for the ancient tradition of succession at Delphi and the mythic movement from older powers to Apollo.Cicero. On Divination. Used for ancient discussion of divination and the tradition of Delphic inspiration connected with breath or exhalation.Herodotus. The Histories. Used for Croesus, the danger of ambiguous prophecy, the Athenian “wooden wall” oracle, Themistocles' interpretation, and Delphi's role in war and public decision-making.Homeric Hymn to Apollo. Used for Apollo's Delphic foundation myth, the serpent, the movement from sacred landscape to Apollonian institution, and the Cretan priests connected with Apollo's dolphin form.Pausanias. Description of Greece, Book 10. Used for later ancient traditions concerning Delphi, foundation myths, Gaia, Themis, Python, Apollo, sacred monuments, and the Delphic landscape.Pindar. Pythian Odes. Used for the Pythian Games, victory poetry, Apollo, prestige, and the transformation of athletic victory into sacred memory.Plutarch. Life of Lycurgus. Used for Lycurgus, the Great Rhetra, and the tradition of Spartan law receiving Delphic sanction.Plutarch. Moralia: “On the E at Delphi.” Used for the mysterious letter E at Apollo's temple and ancient philosophical interpretations of its meaning.Plutarch. Moralia: “The Oracles at Delphi No Longer Given in Verse.” Used for Delphic verse, the change in oracular style, and ancient reflection on why the Pythia no longer gave responses in meter.Plutarch. Moralia: “The Obsolescence of Oracles.” Used for Delphi in the Roman period, the decline of oracular centers, Plutarch's reflections on divine inspiration, and the tradition that Delphi once had multiple priestesses.Strabo. Geography. Used for ancient geographical description of Delphi and the tradition of the oracle's inspiration being connected with a breath or vapor rising from below.Official and Reference SourcesArchaeological Site of Delphi / Hellenic Ministry of Culture. “History of Delphi.” Used for Delphi's geography, Mycenaean background, Apollo's cult, Python, Cretan priests, the Amphictyony, sacred administration, Sacred Wars, Roman history, decline, and excavation.Archaeological Site of Delphi / Hellenic Ministry of Culture. “Mythological Versions of the Foundation of the Oracle.” Used for Gaia, Themis, Phoebe, Apollo, Python, Poseidon, the tripod, Athena Pronaia, the Thriae, and the dolphin/Cretan priest tradition.Archaeological Site of Delphi / Hellenic Ministry of Culture. “The Temple of Apollo.” Used for the sacred center of the sanctuary, the adyton, the temple's rebuilding history, and the architectural setting of the oracle.Archaeological Site of Delphi / Hellenic Ministry of Culture. “The Sphinx of the Naxians.” Used for the Naxian dedication, apotropaic symbolism, civic prestige, and the monument's role in the Sacred Way.Archaeological Site of Delphi / Hellenic Ministry of Culture. “The Treasury of the Siphnians.” Used for the Siphnian Treasury, its sculptural program, caryatids, wealth, painted decoration, and sacred display.Archaeological Site of Delphi / Hellenic Ministry of Culture. “Excavations.” Used for the Great Excavation, the village of Kastri, French archaeological work, and the modern recovery of Delphi.Encyclopaedia Britannica. “Delphic Oracle.” Used for the Pythia, Apollo's oracle, Delphi's high prestige, and the use of Apollo's sanction by lawmakers, colonists, and political leaders.Encyclopaedia Britannica. “Delphi.” Used for the general history and significance of Delphi as a sanctuary, oracle, and pan-Hellenic religious center.Encyclopaedia Britannica. “Python.” Used for Python as the serpent or dragon killed by Apollo at Delphi.Encyclopaedia Britannica. “Pythian Games.” Used for the games at Delphi, their musical and athletic character, their relationship to Apollo, and the laurel wreath.Encyclopaedia Britannica. “Hieromnemon.” Used for the Amphictyony, pylagorai, hieromnemones, treasury supervision, and administration of sacred affairs.UNESCO World Heritage Centre. “Archaeological Site of Delphi.” Used for Delphi's world heritage description, pan-Hellenic importance, sacred landscape, and historical significance.Modern ScholarshipChappell, Mike. “Delphi and the Homeric Hymn to Apollo.” The Classical Quarterly 56, no. 2, 2006. Used for the Homeric Hymn's Delphic foundation narrative and Apollo's Pythian identity.Fontenrose, Joseph. The Delphic Oracle: Its Responses and Operations with a Catalogue of Responses. Berkeley: University of California Press, 1978. Used as a major scholarly backbone for Delphic responses, authenticity problems, categories of consultation, and the operation of the oracle.Forrest, W. G. “The First Sacred War.” Bulletin de Correspondance Hellénique 80, 1956. Used for the First Sacred War, Krisa/Crisa, sacred access, and the political framing of Delphi's early pan-Hellenic importance.Fragkaki, Maria. “The Great Rhetra.” Rosetta 17, 2015. Used for the Great Rhetra as a Delphic oracle and the divine validation of Spartan political order.McInerney, Jeremy. “Parnassus, Delphi, and the Thyiades.” Greek, Roman, and Byzantine Studies 38, no. 3, 1997. Used for Dionysus, the Thyiades, Parnassus, mountain ecstasy, and the fact that Delphi's sacred landscape was not purely Apollonian.Piccardi, Luigi. “Active Faulting at Delphi, Greece: Seismotectonic Remarks and a Hypothesis for the Geological Environment of a Myth.” Geology 28, no. 7, 2000. Used for Delphi's faulted landscape and the modern geological debate around the oracle.de Boer, Jelle Z., John R. Hale, and Henry A. Spiller. “The Delphic Oracle: A Multidisciplinary Defense of the Gaseous Vent Theory.” Clinical Toxicology 40, no. 2, 2002. Used for the modern argument that gases, possibly including ethylene, may have contributed to the Pythia's altered state.Etiope, Giuseppe, et al. “The Geological Links of the Ancient Delphic Oracle.” Used for critique and reassessment of the geological and gaseous explanations of Delphic inspiration.Scott, Michael. Delphi: A History of the Center of the Ancient World. Princeton: Princeton University Press, 2014. Used for the broader historical arc of Delphi as sacred center, political institution, cultural symbol, and archaeological site.Strolonga, Polyxeni. “The Foundation of the Oracle at Delphi in the Homeric Hymn to Apollo.” Greek, Roman, and Byzantine Studies 51, 2011. Used for Apollo's foundation myth and the literary shaping of Delphi's origin story.Music, Inscriptions, and ArchaeologyFouilles de Delphes. École française d'Athènes. Used for the archaeological publication tradition connected with Delphi's excavation, architecture, inscriptions, sculpture, and sanctuary remains.The Delphic Hymns to Apollo. Used for Apollo's musical cult, sacred song, and the role of hymn, inscription, and performance at Delphi.Archaeological Museum of Delphi materials. Used for the Charioteer, Antinous, Kleobis and Biton, the Sphinx of the Naxians, the Siphnian Treasury, and other major finds from the sanctuary.Also want to remind people about the website, if you're into reading we have tons of information by multiple contributors, and we got t-shirts up on the site if you're interested. Fun fact, the art is all based on the eyeball.
In this episode, I sit down with Taylor Black, who leads AI and venture ecosystem work in Microsoft's Office of the CTO and brings a deep “better-formed humans” conviction to the AI conversation. We draw a hard line between intelligence (statistical knowing) and insight—where a human knower makes the categorical leap to “this is true,” what Taylor calls grasping the “virtually unconditioned.” We talk about how LLMs can pattern experience to help us reach insight but can't replace judgment, and why venture building should be anthropology-first: every product ships an implicit view of the human person. We cover the risk of using AI as an oracle that shortcuts productive struggle (especially in education), the importance of humility and sustaining the tension of inquiry for product-market fit, and Taylor's “cold storage” idea—using AI as a context engine to shelve, monitor, and revive ventures when conditions change. We close on the key builder question: not what can we build, but what ought we build?02:08 Intelligence vs Insight02:58 Statistical Knowing05:02 Virtually Unconditioned09:02 Using AI Without Outsourcing Judgment11:39 Formation in Venture Building14:19 Anthropology First Product Design17:56 Hard Rules for Human Flourishing18:53 What Ought We Build21:20 Humility and Idea Flow Playbooks24:19 Probabilistic Products and Implicit Anthropology28:48 AI as Oracle in Education34:29 Cold Storage for Venture IdeasConnect with Taylor: • https://substack.com/@pourbrew• https://www.linkedin.com/in/blacktaylor/ • https://leonum.catholic.edu/• https://innovate.pourbrew.me/Connect with Raul: • Work with Raul: https://dogoodwork.io• Free Growth Resources: https://dogoodwork.io/resources• Connect with Raul on LinkedIn (DMs open): https://www.linkedin.com/in/dogoodwork/
Full Moon in Aquarius: A Unique ViewWhat I really like about Astrology are the clues this unique guidance system provides for daily life pointers, insight, and direction. Aquarius is said to be the sign of Astrology. The recent Full Moon in Aquarius occurred on July 29th at 6 degrees, though the effects will continue to be felt as the Moon energy connects with the Solar Eclipse in Leo around August 12. This is a sensational opportunity to “meet and greet others, and start the process of remembering who you are”. This is a great time to promote social groups and friendly encounters. During this Moon, people are eager to talk and exchange mutually beneficial thoughts and ideas.Saying Yes to Yourself: Remembering Who You areAre you ready and willing to trust that your vision, in some important area of your life, is calling you forward, and wants to be expressed through you? Aquarius is the sign of "Cosmic Consciousness". This means through the faculty of intuition each person has the ability to see and understand the future. The way this deep awareness occurs, is that you have to be willing to say "yes" to the most authentic version of yourself. Remembering who you are from the inside out.Saying yes to yourself means turning from all of the "naysayers" about who and what you are suppose to be or do. This is definitely a tall order, because we have been socialize to belief others outside of ourselves know more or better than we do about who we are. As indicated previously, trusting that you are enough, and acknowledging that how you see things may very well be different, but is no less viable than someone else's view of life.Every chart has its Uranus“Genius Zone” the planet guiding Aquarius. Find the Aquarius area(s) in your chart and draw a circle around the house cusps.What house(s) offers you space for your new vision and purpose through connecting with Aquarius?How do you feel the vital energy that's moving you toward your unique direction, and helping to break free from the mind “chains” .What gift, ability and/or talent are asking to be brought forth?In the sign of the “water-carrier” there's excitement in the air. As an air sign, Aquarius represents collective group awareness, in particular trends, mass movement and major societal changes. One major topic that heads the list of Aquarian concerns are questions of humanitarianism, a massive global dilemma affecting every country in the world. Check out the kinds of subjects that are trending on social media. Aquarius is ruled by the planet of “sudden and often disrupting happenings”, Uranus is also known as the sign of technology, specifically the Internet. Uranus co-ruler/guide with Saturn is currently in Gemini. This is a powerful placement because Gemini is aligned with communication, and Aquarius is connected with technology and revolutionary change. As you look around, the current "buzz" is fixated on AI, and yet the most powerful expression of technology is possessed by every being on the planet. The difficulty is that people have forgotten that we are the power... so the real technological revolution is when people start remembering who we are.In many ways, Aquarius is the messenger that is asking everyone, as part of the collective whole, to consider what she or he is willing to contribute toward a new and more just world vision, which includes all people? This is part of the remembering process that humanity is undergoing. Aquarius is an upfront sign. Its signature is about doing things differently from what has been done in the past. Much of the social, economic, and overall planetary upheaval has to do with the collective group acknowledging what is not viable, and how the “old order” has disavowed the differences and diversity of the branches on the“human tree”. Yes, the human tree. The designation of people by skin color groups, gender status, religious affiliations, socioeconomic worth, lineage, ancestors,nationality, etc, are used to keep from seeing our shared humanity. Seeing these categorizations for what they are, is part of the "remembering process"Where in your life are you experiencing the need to make major changes? At the same time, how and what can you contribute to the group effort to shift the world's energy toward more light, and real positive direction? What do you need personally, to feel comfortable,supported and nurtured in stepping out to share your unique visions and ideas?Aquarius as a fixed sign brings focus and often a single-minded direction to your life. This moon time offers a time of clarity, new ideas and inspiration.From planetary and natural world perspective, this is the “in between, liminal” space. Aquarius is the sign of the "Seer".This is a time that feels like a need to hide away, yet it can be truly empowering if you accept your “Aquarian Calling” and claim your special place in life. In essence, we each have to be willing to embrace self-love through “being totally enough” This Full Moon is shining on you, and your unique view. Is there something that you've been toying with for awhile? It's time to go for it ! Perhaps people around you may look at you with raised eyebrows, but there are others who are ready for the changes that you are offering, and are in full support of your vision(s)! Even though there are many topics and subjects that are weighty, and perplexing, connecting with others in a fun and enjoyable way makes everything easier. The summer Sun is sitting in Leo with support from Jupiter also in Leo, which in astrological terms is in the opposing position to Aquarius. Even though these signs are sitting opposite one another, I actually see them working together as complements. Leo calls for being in the spotlight of your own radiant self-knowing. One way to use this astrological partnering is for social connection and to have fun, where people can communicate and enjoy each other's company. When we play together, we create more “heart space”. With more “heart vision”, we can hear one another better, and see our way with more understanding, clarity, and wisdom. Embrace Your Freedom that's Waiting for You. Let's have an Astrology Conversation. I look forward to seeing you. Now is the time.https://www.soulsoundinsights.com/light-reading.htmlhttps://www.soulsoundinsights.com/music-musings-meditation.htmlI am proud to announce my new offering as a Certified Creative Depth Coach. As a Creative Depth Coach, I provide guidance, support and soul insights on how to discover, explore and navigate your life by recognizing your magnificent "Creative Genius". Some of my modalities and Soul tools are "Art as Process" EFT Tapping, Sound and Music for Inner Journeying , using the wisdom of Astrology, Tarot, Oracle and Numerology. l Enjoy Full Moon Lunar Eclipse in Taurus Drumming Video:https://vimeo.com/769123538/b344b2b541"Calling the Wild" or " QuickSilver and Astro Magic" Original Music by MaeRuth McCants
NEW! Little Big Affirmations Deck for Kids: Check it out. Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: As I maintain a detailed vision of what I desire, I become one with my desires. Today's Oracle of Motivation: By creating a vision, you set a focus for where you are heading in life. If you follow the direction of YOUR VISION, you will create the life of your dreams. If you fail to create your own vision, others will make it for you by placing ads, commercials, billboards, religions, politics, traditions, and spray tan machines around you. Do yourself a solid and define your future without outside influences! Believe, take relevant actions, and your vision will become your reality. Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
The rapid growth of artificial intelligence is creating enormous demand for advanced memory chips. As chip manufacturers move more of their resources toward High Bandwidth Memory, or HBM, the supply of traditional RAM and flash memory is being squeezed. In this episode, Skip Montreux and Samantha Vega examine the global memory shortage that has been dubbed “RAMageddon” and explain why it is increasing the cost of laptops, smartphones, cars, medical equipment, and many other products. Skip begins by explaining the three main types of memory involved in the current shortage. RAM allows computers and other devices to operate software, while flash memory stores data after a device has been turned off. High Bandwidth Memory, or HBM, is a faster and more powerful form of memory that is essential for running artificial intelligence systems and large language models. Skip and Samantha then look at why HBM production is reducing the supply of traditional memory. Producing one wafer of HBM can use the same manufacturing resources as three wafers of standard RAM. As demand for AI infrastructure increases, memory manufacturers are therefore moving more of their production capacity toward HBM. They also discuss the role of major technology companies such as Amazon Web Services, Alphabet, Meta, Microsoft, and Oracle. These companies are investing heavily in data centers, which require large amounts of HBM. This demand has encouraged manufacturers to prioritize the AI market over the consumer electronics market. The episode also examines Micron's decision to close its Crucial consumer memory brand and redirect resources toward HBM production. Next, Skip explains how HBM has disrupted the traditional boom-and-bust cycle of the memory chip industry. In the past, higher prices encouraged manufacturers to expand production. Once the new production capacity became available, supply increased and prices fell. However, strong and continuing demand from the AI industry has changed this familiar pattern. Finally, Skip and Samantha examine the consequences for businesses and consumers. Contract prices for RAM increased by between 90 and 95 percent, while flash memory prices rose by 75 percent. Delivery lead times have also extended beyond 58 weeks, and some manufacturers must pay for their orders in advance. These pressures are raising the cost of any product that requires computer memory. This episode helps listeners understand the global memory chip market while building practical Business English skills. In this episode, you will learn: What RAM, flash memory, and High Bandwidth Memory are. Why HBM is essential for artificial intelligence and data centers. How producing HBM reduces the manufacturing capacity available for standard RAM. How AI demand has disrupted the traditional boom-and-bust cycle of the memory industry. Why RAM and flash memory prices are increasing. How longer delivery times and advance-payment requirements affect manufacturers. Do you like what you hear? Become a D2B Member today for to access to our -- NEW!!!-- interactive audio scripts, PDF Audio Script Library, Bonus Vocabulary episodes, and D2B Member-only episodes. Visit d2benglish.com/membership for more information. Follow Down to Business English on Apple podcasts, rate the show, and leave a comment. Contact Skip, Dez, and Samantha at downtobusinessenglish@gmail.com Follow Skip & Dez Skip Montreux on Linkedin Skip Montreux on Instagram Skip Montreux on Twitter Skip Montreux on Facebook Dez Morgan on Twitter RSS Feed
AI & Exit Planning Series: Why AI Won't Fix Your Company Ft. Jürgen DaukArtificial intelligence is transforming the way businesses operate, compete, and create value. Every day, new tools promise to increase productivity, improve decision-making, reduce costs, and accelerate growth. But while AI is a powerful business tool, it cannot compensate for weak leadership, poor processes, unclear strategy, inconsistent execution, or a dysfunctional culture.In this episode of the AI & Exit Planning Series, Pat Ennis and Walter Deyhle are joined by leadership expert Jürgen Dauk to explore a simple but important principle: AI won't fix your company. Instead, AI acts as an amplifier. It enhances organizations with strong fundamentals while exposing the weaknesses of those without them. The conversation focuses on what business owners must build first—and how AI can then become a meaningful accelerator of growth, scalability, and transferable value.Whether you're just beginning your AI journey or already implementing AI tools, this episode offers practical guidance for thinking strategically rather than simply chasing the latest technology.In This Episode, We Discuss:Why AI is an accelerator—not a substitute for good leadershipThe leadership, process, and cultural issues AI cannot solveCommon misconceptions business owners have about AIWhat makes a company truly "AI ready"The relationship between AI adoption and business valueWhy buyers care more about business fundamentals than AI tools aloneWhat owners should improve before investing heavily in AIHow AI can expose weaknesses that already exist in a businessThe human skills that become even more valuable in an AI-driven workplaceOne principle every business owner should remember about AI over the next five yearsGuest: Jürgen DaukLeadership Expert | Author | Keynote SpeakerJürgen Dauk helps senior leaders and boards redesign how organizations operate by improving decision-making, distributing ownership, and strengthening execution as companies scale. With decades of executive leadership experience at global technology companies including Oracle and Avaya, he has led international sales, operations, and business transformation initiatives throughout Europe. Today, he advises organizations on building modern Leadership Operating Systems that enable faster decisions, distributed leadership, and outcome-driven execution. Connect with Jürgen: https://www.linkedin.com/in/juergendauk/─────────────────────────────────────────Ready to assess your own exit readiness?Take the free ExitReadiness® DIY™ Assessment at exitreadiness.comLearn more about working with Pat and Walter at ennislp.comConnect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/─────────────────────────────────────────Building your exit plan at your own pace?Explore ExitReadiness® DIY™ at exitreadiness.com. The platform combines proven frameworks, practical tools, assessments, and educational resources designed to help business owners make better decisions, build more valuable and transferable businesses, and create more options for the future. And when judgment and experience matter most, credentialed exit planning professionals are available to help.─────────────────────────────────────────DISCLAIMER: The information presented in this podcast is provided for educational purposes only. Neither the presenters nor ENNIS Legacy Partners are engaged to render legal, accounting, tax, or other professional services. Consult a qualified professional regarding your specific circumstances. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.
Often sited as being the WORST of TSR pre-published modules, The Forest Oracle lands front and center on the This Ol' Dungeon door step. Bill claims it was Lou's choice while Lou explains it was meant as a threat! We had no mail this month and are still looking for another multiple choice question to have our next Geek Credit segment... Send questions and comments to thisoldungeon@gmail.com and your quiz questions to thisoldungeonquiz@gmail.com. Thanks for listening! If you want to check out Pacesetter's choose-your-own-adventure style fanstasy books, here's the Kickstarter: Click Here.
Two recent technology investments illustrate some of the Pentagon's biggest IT bets: consolidating enterprise software purchases and accelerating artificial intelligence across the military. Oracle landed a contract worth up to $7 billion to provide software and services across the Defense Department, while Accenture won an $821 million task order to expand the Pentagon's War Data Platform, which it views as the backbone of many of its AI efforts. They reflect a broader strategy to standardize IT infrastructure, avoid duplicative spending, and make it easier for AI analyze military data. Federal News Network's Rachel Cohen joins me now with a closer look.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate und auf der hauseigenen European Investor Exchange, die genau auf Privatanleger zugeschnitten ist. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Bloom Energy, Nebius und IREN steigen um 25%. Samsung sieht Chip-Knappheit bis 2027. Oracle weitet Google-Partnerschaft aus. Starbucks-Turnaround zeigt erste Erfolge. Ferrari hebt Prognose an. ICE kauft MarketAxess für 6 Mrd. $. Aschenbrenner verkauft Aktien. Adidas (WKN: A1EWWW) macht dank der WM einen Rekordumsatz im Quartal, aber die Marge enttäuscht und die Gewinn-Prognose wird nicht angehoben. Aktie verliert über 10%. Das liegt auch daran, dass die Lifestyle-Sparte stagniert. Faltenspritzen als Milliarden-Geschäft. Galderma (WKN: A407X6) wächst zweistellig und steigt in den SMI auf. L'Oréal hält 20%. Dazu wächst Neurodermitis-Mittel Nemluvio rasant. Wie passt dazu ein KGV von 45? Diesen Podcast vom 31.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's BizNews Daybreak covers Apple's quarterly results, Rivian's SUV success, and Anthropic's AI breach, alongside a semiconductor rally driven by Microsoft and Oracle. Football federations oppose FIFA selling World Cup stakes, while Donald Trump claims a Gaza disarmament agreement. Meanwhile, Alec Hogg discusses Anglo American's South Africa exit, RMB launches a R1bn housing program, Geraint Anderson tackles psychopathic corporate culture, and Amazon's AWS delivers strong AI-driven growth.
About James HaydenI've generated over $1B in revenue across SaaS, marketplaces, and enterprise services — and built first revenues for companies from zero across 140+ engagements.Book a Free 30-Min GTM Diagnostic →I build go-to-market engines for B2B companies that drive lasting revenue. Over 38 years, I've transformed sales teams, opened new markets, and created new revenue streams for more than 140 companies. I serve as a multi-company advisor to US enterprises, the government of New Zealand, and several Central American governments.My client and employer roster spans enterprise technology, SaaS, hospitality, automotive, and government sectors across four continents:Enterprise & Technology: Microsoft, Oracle, Cendant, TravelClick (acquired by Amadeus), Zipwhip (acquired by Twilio for $850M), Zumobi, Uniken, RESAAS, LodgIQ, FingermarkAutomotive: Ford, GM, Stellantis, BMW, Mercedes, Toyota, Lexus, KiaMedia & Partnerships: MSNBC, StarbucksGovernment & Trade: New Zealand Trade and Enterprise (NZTE), Government of Costa Rica, Government of GuatemalaStartups & Ventures: Hotelscan (successful exit), Ortega Expansion Consulting, Hayden Marketing Inc., Dignity For DivasWhen I took over TravelClick's lowest-performing division, it ranked last out of four. Within a year, I turned it into the company's top-performing unit — a turnaround that directly contributed to the company's successful exit. If your sales org needs a reset, this is the kind of result I deliver.I was a founding member of Hotelscan, where I built over 140 partnerships from scratch. That groundwork drove the company to a successful exit in 2019. I know what it takes to build revenue from zero — because I've done it repeatedly.I learned to sell young — door-to-door as a kid — and never stopped refining the craft. My methodology is built on decades of real-world results, not theory. I wrote Adapt or DIE to share the approach that has driven my results, available in paperback, Kindle, and audiobook.Don't forget to check our Expert Content Society LinkedIn Content Community here:https://www.thetimetogrow.com/expert-content-society
The most useful coding agents can mutate their environments by downloading packages, writing files, and connecting to services across the network. However, that freedom also presents dangers, and promises to usher in a new wave of security threats. Docker recently announced Docker Sandboxes, which give each agent its own isolated micro VM while preserving the familiar ergonomics of a container. A standard container shares the host’s kernel, but a micro VM emulates hardware and runs its own kernel, giving a stronger security boundary around code that cannot be trusted. Mark Cavage is the President and COO of Docker, and he previously worked at companies including Stripe, AWS and Oracle. In this episode, Mark joins Gregor Vand for a wide-ranging conversation that includes why agents break the immutability assumptions containers were built on, how micro VMs differ from both containers and traditional VMs, and the still-unsolved challenge of giving agents scoped, trustworthy access to sensitive services and data.Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post Docker and Sandboxing AI Agents appeared first on Software Engineering Daily.
*Note: This episode was recorded before news broke of Situational Awareness' unwind, which gives us much better insight into the pace and magnitude of the move in the Korean markets specifically.* Chips, China, and credit. The three forces tearing through the AI trade right now, and we called it last week. In this episode we break down why the bond market cracked first, what widening credit spreads on Nvidia, Meta, and Oracle are actually telling you about default risk, and why the Nasdaq is bleeding while the S&P barely flinches. We walk through Alphabet's first negative free cash flow after twenty years of printing money, the CapEx numbers that keep getting revised upward, and the moment the market stopped rewarding spending and started punishing it. If you have ever wondered how to read a credit spread, we show you the math live. Then we get into the China story that moved markets this week. CXMT went public in the largest mainland Chinese semiconductor IPO on record, oversubscribed 212 times, and the Korean stock exchange took the hit because the KOSPI is essentially a memory-chip index wearing a trench coat. We explain why memory matters in an AI data center, why Samsung, SK Hynix, and Micron controlling 90 percent of the market was the whole moat, and what reports of domestically produced DUV lithography machines would mean for US export controls. We also unpack Nvidia guaranteeing borrowing for a 10-gigawatt OpenAI data center in Ohio, and whether circular financing between chipmakers and model labs is clever structuring or an accounting Ouroboros. Finally, the philosophical hangover. We react to Elon Musk's Economist interview and his claim that money stops mattering within a decade, pressure-test his deflationary argument against MV equals PQ, and ask why every science fiction author who ever imagined artificial superintelligence wrote a horror story. Plus Anthropic's positioning ahead of a possible IPO, the distillation and copyright fight with publishers, the rare books being unbound and shredded to feed training data, and where value actually accrues if models commoditize. Energy and molecules, or something else entirely. Subscribe for weekly deep dives on AI infrastructure, credit markets, semiconductors, and the money moving underneath the entire AI build-out.
Are investors overreacting to rising credit spreads among the largest AI hyperscalers? As companies like Amazon, Microsoft, Alphabet, Meta, and Oracle continue borrowing heavily to fund massive AI infrastructure, headlines are warning of "carnage" in hyperscaler credit markets. But does wider credit spread really signal financial trouble—or simply reflect unprecedented capital spending? Lance Roberts & Michael Lebowitz examine what credit default swaps (CDS), bond spreads, and AI capital expenditures are actually telling investors. We'll separate sensational headlines from market reality, and explore whether this is a genuine warning sign or another example of fear outrunning the fundamentals. 0:00 INTRO 1:01 - Markets Sell of as Margins Unwind 3:48 - What Happens When Moving Averages Are Broken 7:22 - Yields Respond to FOMC 9:42 - What Walsh Didn't Say... 14:01 - Four Things (he did say) 16:01 - No Support for Rate Hikes in Slowing Economy 21:26 - Momentum is the Market Driver (and it's unwinding) 23:24 - Why the 2% Inflation Target? 27:09 - Google vs Microsoft Earnings & Market Responses 30:25 - Hyperscalers & Credit Spreads 36:34 - Oracle is the Problem Child 37:42 - Market Price Narratives are not Realistic 39:42 - The Importance of Risk Management Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lsx5FwAF_mQ ------- Articles mentioned in this report: "Carnage In Hyperscaler Credit: Really?" https://realinvestmentadvice.com/resources/blog/carnage-in-hyperscaler-credit-really/ -------- Watch today's "Before the Bell" premarket commentary, "Markets Consolidate as Sector Rotation Strengthens," https://youtu.be/pG8vxTC6oco ------- Watch our previous show, "Will the Fed Meeting Matter?" https://youtube.com/live/NXuTqIZToX0 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #TechnicalAnalysis #MomentumStocks #MarketOutlook #ArtificialIntelligence #Investing #TechStocks #PortfolioManagement
Chris Paul joins Chris Ponder and Lt. Gen. (Ret.) Steven L. Kwast for what turns into a lively cross examination, with Chris Paul playing the role of skeptic in chief and asking the ground level questions everyone's been thinking. What is this tool actually for, and how do you define truth in the first place? Chris Ponder introduces the "Paragon," his model for understanding the information environment the same way a classroom globe helps you understand the Earth, and the conversation winds through orientation, epistemology, and how to build discernment tools without creating a surveillance state. Expect a genuinely sharp back and forth, comparisons to Bitcoin's Oracle problem, and a closing turn toward faith and first principles that ties the whole framework together. It's the most rigorously questioned episode yet, and that tension is what makes it work.
Are investors overreacting to rising credit spreads among the largest AI hyperscalers? As companies like Amazon, Microsoft, Alphabet, Meta, and Oracle continue borrowing heavily to fund massive AI infrastructure, headlines are warning of "carnage" in hyperscaler credit markets. But does wider credit spread really signal financial trouble—or simply reflect unprecedented capital spending? Lance Roberts & Michael Lebowitz examine what credit default swaps (CDS), bond spreads, and AI capital expenditures are actually telling investors. We'll separate sensational headlines from market reality, and explore whether this is a genuine warning sign or another example of fear outrunning the fundamentals. 0:00 INTRO 1:01 - Markets Sell of as Margins Unwind 3:48 - What Happens When Moving Averages Are Broken 7:22 - Yields Respond to FOMC 9:42 - What Walsh Didn't Say... 14:01 - Four Things (he did say) 16:01 - No Support for Rate Hikes in Slowing Economy 21:26 - Momentum is the Market Driver (and it's unwinding) 23:24 - Why the 2% Inflation Target? 27:09 - Google vs Microsoft Earnings & Market Responses 30:25 - Hyperscalers & Credit Spreads 36:34 - Oracle is the Problem Child 37:42 - Market Price Narratives are not Realistic 39:42 - The Importance of Risk Management Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lsx5FwAF_mQ ------- Articles mentioned in this report: "Carnage In Hyperscaler Credit: Really?" https://realinvestmentadvice.com/resources/blog/carnage-in-hyperscaler-credit-really/ -------- Watch today's "Before the Bell" premarket commentary, "Markets Consolidate as Sector Rotation Strengthens," https://youtu.be/pG8vxTC6oco ------- Watch our previous show, "Will the Fed Meeting Matter?" https://youtube.com/live/NXuTqIZToX0 ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #TechnicalAnalysis #MomentumStocks #MarketOutlook #ArtificialIntelligence #Investing #TechStocks #PortfolioManagement
While Java programs are deployed as bytecode, performance-relevant code will be compiled, at run time, to machine code whose performance rivals that of any other platform. In the HotSpot JVM, this is the job of the just-in-time compilers C1 and C2 and between speculation and traps, inlining and constant folding, escape analysis and scalar replacement (and many more), they apply a number of heuristics, analyses, and transformations to achieve that. This requires expertise, careful research, thorough testing, and regular reevaluations of old assumptions. In this "Ask the Architects" episode of the Inside Java Podcast, recorded during JavaOne 2026, Nicolai Parlog talks to Roberto Lozano, compiler engineer at the Java Platform Group at Oracle. In our show "Ask the Architects", we talk to experts in OpenJDK about their work on the Java language, API, and runtime.
Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds)
Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: Death is my homie. Death is divine. Today's Oracle of Motivation: If you lived each day as if it were your last, how would your experience change? You probably wouldn't complain about the weather, whine about your job, or think things like, "Why can't I just catch a break?". Instead, you'd be out raging in your undies in the middle of a rainstorm, climbing up an apple tree, and shedding tears at the beauty of the natural world. You'd be yelling "Cowabungaaaa" as you swing down from a branch into a puddle of glorious mud, the elixir of Earth. You wouldn't be resentful or entitled, you'd be appreciative and full of love. The closer you hang to your homie, Death, the more your moments come alive. Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
In today's Cloud Wars Minute, I compare Microsoft's latest cloud results with Google Cloud's accelerating momentum. Highlights 00:09 — Microsoft Cloud revenue was almost $60 billion for the quarter, up 27%. The RPO, as I said, was up 84%. It's now the biggest RPO total, slightly ahead of Oracle. Microsoft Cloud: $678 billion for that. It said that Azure revenue was up 43% and that its revenue for the fiscal year ended June 30 exceeded $100 billion for Azure. 01:46 — So if we look at the last five quarters from Microsoft, the growth rate: 27%. Starting in Q2, the present, going back five quarters: 27%, 29%, 26%, 26%, 27%. So relatively flat over that period of time. The 29% jumped up a little, but the others, all 27s and 26s. 02:14 — Over those same five quarters, Google Cloud's growth rate has absolutely soared, and the trajectory, the arc of its growth, representing customer demand in the marketplace, has been remarkable. So again, starting from the just-finished quarter and going backward in time: 82%, 63%, 48%, 34%, and 32% growth rates. 02:49 — What we're talking about here is the arc of the growth. Google Cloud is getting a much bigger share of what's happening here. It's winning more business. It's taking deals away from Microsoft, AWS, and perhaps Oracle as well, and they're winning a lot of new business. 04:40 — So we'll get AWS numbers later today. I'll be following up next week with some insights into that and give the head-to-head comparison. It is an extraordinary time, but the ultimate truth is coming from the customers and where they are deciding to make their investments as they move into the AI Economy. Visit Cloud Wars for more.
The most useful coding agents can mutate their environments by downloading packages, writing files, and connecting to services across the network. However, that freedom also presents dangers, and promises to usher in a new wave of security threats. Docker recently announced Docker Sandboxes, which give each agent its own isolated micro VM while preserving the familiar ergonomics of a container. A standard container shares the host’s kernel, but a micro VM emulates hardware and runs its own kernel, giving a stronger security boundary around code that cannot be trusted. Mark Cavage is the President and COO of Docker, and he previously worked at companies including Stripe, AWS and Oracle. In this episode, Mark joins Gregor Vand for a wide-ranging conversation that includes why agents break the immutability assumptions containers were built on, how micro VMs differ from both containers and traditional VMs, and the still-unsolved challenge of giving agents scoped, trustworthy access to sensitive services and data.Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post Docker and Sandboxing AI Agents appeared first on Software Engineering Daily.
The most useful coding agents can mutate their environments by downloading packages, writing files, and connecting to services across the network. However, that freedom also presents dangers, and promises to usher in a new wave of security threats. Docker recently announced Docker Sandboxes, which give each agent its own isolated micro VM while preserving the familiar ergonomics of a container. A standard container shares the host’s kernel, but a micro VM emulates hardware and runs its own kernel, giving a stronger security boundary around code that cannot be trusted. Mark Cavage is the President and COO of Docker, and he previously worked at companies including Stripe, AWS and Oracle. In this episode, Mark joins Gregor Vand for a wide-ranging conversation that includes why agents break the immutability assumptions containers were built on, how micro VMs differ from both containers and traditional VMs, and the still-unsolved challenge of giving agents scoped, trustworthy access to sensitive services and data.Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post Docker and Sandboxing AI Agents appeared first on Software Engineering Daily.
The most useful coding agents can mutate their environments by downloading packages, writing files, and connecting to services across the network. However, that freedom also presents dangers, and promises to usher in a new wave of security threats. Docker recently announced Docker Sandboxes, which give each agent its own isolated micro VM while preserving the familiar ergonomics of a container. A standard container shares the host’s kernel, but a micro VM emulates hardware and runs its own kernel, giving a stronger security boundary around code that cannot be trusted. Mark Cavage is the President and COO of Docker, and he previously worked at companies including Stripe, AWS and Oracle. In this episode, Mark joins Gregor Vand for a wide-ranging conversation that includes why agents break the immutability assumptions containers were built on, how micro VMs differ from both containers and traditional VMs, and the still-unsolved challenge of giving agents scoped, trustworthy access to sensitive services and data.Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post Docker and Sandboxing AI Agents appeared first on Software Engineering Daily.
The most useful coding agents can mutate their environments by downloading packages, writing files, and connecting to services across the network. However, that freedom also presents dangers, and promises to usher in a new wave of security threats. Docker recently announced Docker Sandboxes, which give each agent its own isolated micro VM while preserving the familiar ergonomics of a container. A standard container shares the host’s kernel, but a micro VM emulates hardware and runs its own kernel, giving a stronger security boundary around code that cannot be trusted. Mark Cavage is the President and COO of Docker, and he previously worked at companies including Stripe, AWS and Oracle. In this episode, Mark joins Gregor Vand for a wide-ranging conversation that includes why agents break the immutability assumptions containers were built on, how micro VMs differ from both containers and traditional VMs, and the still-unsolved challenge of giving agents scoped, trustworthy access to sensitive services and data.Sponsorship inquiries: sponsor@softwareengineeringdaily.com The post Docker and Sandboxing AI Agents appeared first on Software Engineering Daily.
What if your biggest CX innovation is also your biggest source of customer churn?Agility requires a clear-eyed view of both the promise and the peril of new technologies. It's the ability to embrace innovation like AI not just for efficiency, but with a rigorous focus on the customer outcomes that build long-term value.Today, we're going to talk about the delicate balance of implementing AI in the customer experience. Specifically, we'll explore the rise of sophisticated, agentic AI voice bots, and the critical "dealbreakers" that cause customers to abandon interactions and, potentially, your brand altogether.To help me discuss this topic, I'd like to welcome, Sushil Kumar, CEO at Cyara.About Sushil KumarSushil leads Cyara's strategy and growth with a vision to redefine how enterprises build trustworthy, AI-driven customer experiences. A builder at heart, he has spent his career creating platforms that change how software is engineered, validated, and delivered. His focus is helping global organizations achieve new levels of reliability, speed, and customer trust. Before joining Cyara, Sushil was the co-founder and CEO of RelicX.ai, a generative AI test automation pioneer acquired by Harness. He previously led major product and business organizations at Oracle, CA Technologies, and Broadcom, where he built and scaled category-defining AI, DevOps, and cloud solutions adopted by thousands of enterprises worldwide. With more than 25 years of experience leading high-growth teams and multi-hundred-million-dollar product lines, Sushil is known for blending deep technical insight with a pragmatic, product-first approach to leadership. His work centers on transforming how modern software and customer experiences are created, making them more resilient, more intelligent, and more human. Sushil holds a Bachelor of Technology from BIT Sindri and an MBA from the Indian Institute of Foreign Trade. He lives in the San Francisco Bay Area.Sushil Kumar on LinkedIn: https://www.linkedin.com/in/sushil-kumar-343780/---------- Resources ---------- Cyara: cyara.comThe Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://aglbrnd.co/r/2868abd8085a9703We're proud to be a media partner for #MAICON26 - Oct. 13-15! Learn how AI can power your marketing and business and help you grow smarter. Use code AGILE150 to save! https://aglbrnd.co/r/7fe458ced0f04658Reach your customers with Reddit. Spend $500 in ad spend, get $500 back in ad credit! Learn more: https://advertalize.com/r/491818c79fb1873fChaser is the only Slack-native project management platform that helps teams turn messages into tracked tasks, automate follow-ups, and maintain team-wide visibility, without adopting another tool. Now integrated with Claude and other GenAI tools. Learn more at trychaser.com and use code AGILEBRAND for a 3-month free trial (normal trial is 14 days).The most influential minds in software, AI, and engineering leadership will be at WeAreDevelopers World Congress North America, September 23-25 in San Jose. Learn more: https://aglbrnd.co/r/60a7299222a7bcf1Start building your own apps with Replit and get $20 off. Learn more: https://aglbrnd.co/r/93531742a7625a20Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://aglbrnd.co/r/faaed112fc9887f3Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://aglbrnd.co/r/35ded3ccfb6716baCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.comThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company Hosted on Acast. See acast.com/privacy for more information.
The Warren Buffett conversation continues! After the response to our 400th episode, Mark Longo and Dan Passarelli head back to the mailbag to tackle even more listener questions about the Oracle of Omaha and his approach to options. On this episode, we discuss: Are covered calls compatible with Buffett's buy-and-hold philosophy? Would Buffett ever use LEAPS instead of buying stock? Is "getting paid to wait" really the same thing as selling option premium? Does Buffett care about implied volatility when selling options? How might Buffett use options once he owns a stock he plans to hold forever? The unusual economics behind some of Buffett's legendary long-term put trades Why the "magical Buffett premium" may be something ordinary options traders can only dream about Plus, a trip deep into the Options Boot Camp archives
Daily Power Affirmations for your Creative Maniac Mind (in 60 Seconds)
NEW! Little Big Affirmations Deck for Kids: Check it out. Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: I believe in miracles because I am a miracle. Today's Oracle of Motivation: Some smart people with dope computers estimate more stars are visible from Earth with super telescopes than there are grains of sand on the Earth. Another smart dude, Dr. Ali Binazir, estimates that your being birthed from your parents and existing as you are today is "the probability of 2 million people getting together each to play a game of dice with a trillion-sided dice. They each roll the die, and they all come up with the same number, for example, 550,343,279,001." Faith is the part of you that dares to believe in miracles, and since you are a miracle, dare to believe in yourself - 'k? Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us daily for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
The Warren Buffett conversation continues! After the response to our 400th episode, Mark Longo and Dan Passarelli head back to the mailbag to tackle even more listener questions about the Oracle of Omaha and his approach to options. On this episode, we discuss: Are covered calls compatible with Buffett's buy-and-hold philosophy? Would Buffett ever use LEAPS instead of buying stock? Is "getting paid to wait" really the same thing as selling option premium? Does Buffett care about implied volatility when selling options? How might Buffett use options once he owns a stock he plans to hold forever? The unusual economics behind some of Buffett's legendary long-term put trades Why the "magical Buffett premium" may be something ordinary options traders can only dream about Plus, a trip deep into the Options Boot Camp archives
Send us Fan MailPeaches is back with the Daily Drop for 28 July, covering Army vehicle prototypes, command and control testing, Navy vaccine and transfer policy updates, Marine drone experiments, Coast Guard counter-UUV efforts, testosterone screenings, Iran operations, and some very questionable budget math.The Army is moving forward with Infantry Squad Vehicle Heavy prototypes while Project Convergence prepares to stress-test next-generation command and control gear in the Mojave Desert. The Navy reinstated flu vaccine requirements for certain sailors and changed transfer policy after a sailor's death, while the USS George Washington strike group is operating in the South China Sea.The Marine Corps is experimenting with medium-sized drones that can launch one-way attack drones, and Marines also tested drone delivery of simulated refrigerated blood during an Australia exercise. Peaches ties that into real-world medical drone delivery and what it could mean for dispersed battlefield sustainment.The Air Force clarified again that waist-to-height ratio measurements will not be scored during the initial rollout, while B-52 modernization remains on cost and schedule after a test aircraft crash. The Coast Guard is looking for technology to detect and defeat unmanned underwater vehicles, because drone swarms are not just an air problem anymore.The episode also covers Pete Hegseth's testosterone screening initiative for service members over 30, the Pentagon's $7 billion Oracle contract, Trump's warning on Iran talks, reclassified Iran war fatalities, one-way surface drones used against Iranian ports, ongoing boat strikes against alleged drug vessels, and Zelensky warning that North Korea may send 30,000 more troops to support Russia.Links:TastyGains.comOperatorTrainingSummit.comOnesReady.comChapters:00:00 - Intro and Daily Drop01:07 - Tasty Gains01:42 - Army Selects ISV Heavy Prototype Companies02:25 - Project Convergence and Next-Gen Command and Control03:23 - Army Pacific Best Squad Competition03:57 - Navy Reinstates Flu Vaccine Requirements05:44 - Navy Changes Transfer Policy After Sailor Death07:18 - USS George Washington in the South China Sea07:50 - Marine Drone Launching One-Way Attack Drone08:58 - Marines Test Drone Blood Delivery in Australia10:18 - Operator Training Summit San Diego and Pennsylvania11:12 - What OTS Is and Is Not12:49 - Air Force Waist-to-Height Ratio Will Not Be Scored13:54 - B-52 Modernization Stays on Schedule14:20 - Coast Guard Seeks Counter-Underwater Drone Tech15:13 - New Cutter Squadron in the Western Pacific15:39 - Pete Hegseth Announces Testosterone Screenings16:21 - Why Testosterone Testing Matters17:09 - Operator Syndrome and Low Testosterone18:29 - Pentagon Awards $7 Billion Oracle Contract19:06 - Why the Oracle Math Does Not Math19:48 - Trump Warns Iran if Talks Fail20:17 - Pentagon Reclassifies Iran War Fatalities21:44 - One-Way Surface Drones Hit Iranian Ports22:17 - U.S. Boat Strikes and Drug Trafficking ROI24:15 - Zelensky Warns North Korea May Send More Troops24:52 - Ones Ready Membership and Merch Restock26:03 - Wrap-UpSupport the showJoin this channel to get access to perks: HEREBuzzsprout Subscription page: HERERegister for our Operator Training Summit: OperatorTrainingSummit.comFind an Air Force Recruiter: AirForce.comCollabs:Ones Ready - OnesReady.com 18A Fitness - Promo Code: ONESREADY ATACLete - Follow the URL (no promo code): ATACLeteDanger Close Apparel - Promo Code: ONESREADYDFND Apparel...
Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitters, Apple launched Klarna leasing, and shipped 194 CVE fixes. Anthropic wants tests, not bans, as OpenAI and Google back open weights (The New Stack) Source: Sam Altman will meet with senior US officials, lawmakers, and economists in Washington, DC, this week to preview OpenAI's upcoming family of AI models (CNBC) South Korea's KOSPI drops 11%+, led by chip stocks, amid concerns over China's chipmaking progress and the AI spending boom; Samsung falls 11%+ and SK Hynix 12% (Bloomberg) Credit default swap prices tied to Oracle, SpaceX, Alphabet, Amazon, Meta, Broadcom, and Nvidia hit record highs as investors turn jittery over Big Tech's data center debt; Oracle's five-year CDS reached 215bps (FT) Apple launches Apple Upgrade, a new US leasing program in partnership with Klarna that replaces the iPhone Upgrade Program, starting at $17.99/month for iPhones (MacRumors) Apple releases 26.6 updates for iOS, macOS, iPadOS, watchOS, tvOS, and visionOS with a huge number of security fixes; macOS Tahoe 26.6 alone addresses 155 CVEs (9to5Mac) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Scott Becker reviews a difficult week for Oracle, Intel, Tesla, and Google.
NEW! Little Big Affirmations Deck for Kids: Check it out. Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: I am willing to let my life explode with greatness Today's Oracle of Motivation: You have unlimited potential to attract all the goodies you've ever dreamed of into your life. The opportunity is so big, it's scary. Our powers are beyond our comprehension, so we create securities, blocks, and obstacles to give us a greater sense of control. Every limitation you experience is there because you allow it to exist. There is comfort in not pushing yourself to be all you can. Everything you've ever wanted also wants you. Will you allow a meeting of the magic? As our friend Sara Seidelmann always asks, " How good are you willing to let it get?" Designed to Motivate Your Creative Maniac Mind The 60-Second Power Affirmations Podcast is designed to help you focus, affirm your visions, and harness the power within your creative maniac mind! Join us every Monday and Thursday for a new 60-second power affirmation followed by a blast of oracle motivation from the Universe (+ a quick breathing meditation). It's time to take off your procrastination diaper and share your musings with the world! For more musings, visit RageCreate.com Leave a Review & Share! Apple Podcast reviews are one of THE most important factors for podcasts. If you enjoy the show, please take a second to leave the show a review on Apple Podcasts! Click this link: Leave a review on Apple Podcasts Hit “Listen on Apple Podcasts” on the left-hand side under the picture. Scroll down under “Ratings & Reviews” & click “Write A Review” Leave an honest review. You're awesome!
Lawrence Lepard on bear market psychology. Everyone is short-term, negative, and attacking each other over BIP110 and Saylor. His read: we are winning, this is the moment to get friends buying, and he expects much higher highs within 18 to 24 months. The big print thesis. Lepard is watching the yen carry trade, a near-vertical Japanese 10-year, and the US 10-year at 4.70 with 5% as the Fed's red line. Druckenmiller-adjacent circles think Japan breaks first. "The math ain't mathing." A roughly $2T deficit while total debt grew $3.5T in twelve months. Hank Paulson resurfacing after fifteen years to suggest a Fed break-the-glass program reads to Lepard as a trial balloon for the big print. Reading Kevin Warsh. Lepard's take: Warsh is abandoning the Phillips curve for a supply-side inflation story, talks like a balance-sheet hawk for the bond market's benefit, and will likely cut in September. Fed governor hawkishness is kabuki. The AI credit crack. Cory: Nvidia credit default swaps blew out overnight, Korea down 11% and chipmakers 13%. Oracle sits one notch above junk at 6x leverage. Lepard adds $3.8T trapped in private equity and private credit, all mismarked. Socialism for the rich. Frank Corva, reporting from New York, argues the US is not capitalist: Altman and Amodei asking Washington for stakes is the state picking winners. Cory's framing, via Saifedean, is that taking from everyone to give to your friends is the harder sell. US versus China capitalism. Cory: America anoints monopolies and builds regulatory moats, while the CCP directs investment from the top then permits cutthroat competition. It happened in EVs and it is happening in AI. Open-weight Chinese models are the destabilizer. A live bear debate. Gordon Johnson of GLJ Research brought three objections: private money has failed before, Bitcoin is not a real asset, and fixed supply breaks an economy. Cory and Lepard countered that a protocol with no issuer is not private money. First duress-code prosecution. Samuel Tunick, an American citizen, was pulled into secondary inspection at Atlanta, pressured for his phone passcode, and entered a GrapheneOS duress code that wiped it. He is now charged federally with destroying property to prevent seizure. Adoption from the actual front lines. Corva on the Kibera slum's Afribit circular economy, single mothers saving for college, India cracking down on BitChat alongside Signal and Telegram, and Indonesia approving Fedi ecash. His hill to die on: Bitcoin is money.
The Aggressive Christianity Missionary Training Corps was a militaristic evangelical cult with an incredibly dark history, led in this case by a woman who claimed to have divine visions. Our guest today is Harrison Hill, investigative journalist and author of the new book The Oracle's Daughter: The Rise and Fall of an American Cult. For this episode, Harrison tells me the story of this new religious movement, how it formed, what its believers believed, and what their spiritual and political goals really were. Although we avoid talking in detail about the profound abuses that the leaders committed, including those of children, be aware that this story may be difficult for some listeners. Together Harrison and I discuss the non-linear process of cultic self-deprogramming, the mystery of the grifter vs the true believer, and how the story relates to where we are today. Get a copy of Harrison's book here Become a Patron to support our show and get early ad-free episodes and bonus content Or subscribe to American Hysteria on Apple Podcasts Get some of our new merch at americanhysteria.com, all profits go to The Sameer Project, a Palestinian-led mutual aid group who are on the ground in Gaza delivering food and supplies to displaced families. Leave us a message on the Urban Legends Hotline Producer and Editor: Miranda Zickler Associate Producer: Riley Swedelius-Smith Additional editing by Kaylee Jasperson Hosted by Chelsey Weber-Smith Learn more about your ad choices. Visit megaphone.fm/adchoices
Please join us as we share some upcoming astrological and energetic influences for the month of August. The overriding theme for this coming month seems to be to protect your energy without hiding your light. There are some amazing transits, new moon energy, Leo powerhouse opportunities to shine, and to top it off we go into eclipse season. There is a lot of energy and shift happening but throughout it all is the nudge to: Protect your peace. Speak your truth kindly. Let your sensitivity become wisdom instead of exhaustion. Release identities built around carrying everyone else’s pain. Allow yourself to be seen without abandoning healthy boundaries. The crystal of the month: Calligraphy Stone—also called Miriam Stone, Elephant Skin Jasper, and Arabic Stone, is a great stone to hold when you need to feel energetically recharged. It's most popular nickname is the Writer's Stone because it's known to help with writer's block, creative inspiration, and automatic writing.It helps you access your akashic records primarily to help you recognize and release karmic patterns that are slowing your progress. It helps you transform fears into hope, anxieties into serenity and blocks into progress. The Tarot cards that came up: 8 of Cups, Star Reversed, 7 of Cups. The deck used was Crow Tarot by MJCullinane. The Oracle card pulled: Carry the Torch for Others to See, Wake Up the World from Healing Spirits Oracle by Gordon Smith For more information about Samantha and her offerings, please visit: samanthafey.com Denise and her offerings are at: thegratefulmessenger.com
(00:00:00) INTRO (00:32:42) Las estafas amorosas funcionan (00:33:11) Ahora con una llamada al presidente se aprueba un medicamento (00:42:41) EL MENÚ (00:46:52) ANUNCIOS (00:48:08) PATREON (00:57:00) OpenIA (01:12:44) Mientras tanto en Berlín el día de Christopher Street fue atacado (01:41:27) De verdad había que evitar que esta casa se convirtiera en Santuario (01:45:01) Busquemosle la lengua a Briceño (01:57:14) Ajá en Venezuela saber dónde está el dinero del petróleo es casi imposible (02:12:26) A Trump le gustan sus aranceles pero no las multas europeas (02:15:58) Venezuela tuvo su chiripero y ahora la India tiene su movimiento de Cucarachas (02:24:04) El Dinero programable viene de la mano del Euro digital (02:30:26) Olvídate de irán, el enemigo de USA es Canadá (02:33:36) Arabia Saudita va pendiente de energía Nuclear (02:36:55) Te acuerdas de Enron bueno piensa ahora en Oracle, Amazon y Meta (02:44:42) España nunca defrauda (02:55:48) Cuando un solo Hacker deja sin títulos de propiedad a todo un país (03:00:00) No gastar en Psicólogos es también un trastorno (03:04:12) El problema de sacar a los inmigrantes es quien cuida a la Abuela (03:08:08) Ucrania entra al escenario de Irán (03:11:48) Antes de curar a la gente hay que convencerla que no eres el diablo (03:22:56) Cuánto te ganas entrenando robots (03:26:04) EXTRA: Los incendios en Europa INFORMACIÓN CENTRALIZADA SOBRE EL TERREMOTO EN VENEZUELA https://www.profesorbriceno.com/about-5 LE PUEDES COMPRAR A UN PANA LA SUSCRIPCIÓN CON TARJETA DE REGALO https://www.patreon.com/profesorbriceno/gift O COMPRAR UNA GIFT CARD DE PATREON EN https://rewarble.com/brands/patreon COMO DIJIMOS EN EL EPISODIO LA MERCH ESTÁ AQUÍ https://quesevayantodos-shop.fourthwall.com/collections/all EPISODIO COMPLETO Y PARTICIPACION EN VIVO EN https://www.patreon.com/profesorbriceno Las Grabaciones pueden verse en vivo en TWITCH ️https://www.twitch.tv/profesorbriceno SUSCRÍBETE AL PODCAST POR AUDIO EN CUALQUIER PLATAFORMA ⬇️ AQUÍ LAS ENCUENTRAS TODAS: ➡️➡️➡️ https://pod.link/676871115 los más populares SPOTIFY ⬇️ https://open.spotify.com/show/3rFE3ZP8OXMLUEN448Ne5i?si=1cec891caf6c4e03 APPLE PODCASTS ⬇️ https://podcasts.apple.com/es/podcast/que-se-vayan-todos/id676871115 GOOGLE PODCASTS ⬇️ https://www.ivoox.com/en/podcast-que-se-vayan-todos_sq_f11549_1.html FEED PARA CUALQUIER APP DE PODCASTS ⬇️ https://www.ivoox.com/en/podcast-que-se-vayan-todos_sq_f11549_1.html Si te gustó, activa la campanita FECHAS DE PRESENTACIONES ⬇ ️ http://www.profesorbriceno.com/tour Redes sociales: ✏️Web https://www.profesorbriceno.com ✏️Instagram https://www.instagram.com/profesorbriceno/ ✏️X https://x.com/profesorbriceno ✏️Facebook https://www.facebook.com/profesorbricenoOficial/ #aburrido #profesorbriceño #noticias #política
In this episode, we are back with our monthly qi forecast, exploring August 2026 as a threshold month — a time when summer begins to soften and transition into autumn. We talk through the month's solar terms, moon cycles, and zodiac influences, and share practical ways to slow down, ground, and work with the shifting qi rather than resist it.We also discuss how to align your home and daily routines with Earth energy during this seasonal change, including simple feng shui tips for stability, reflection, and preparation for autumn. We close with an I Ching reading that reminds us to treat challenges as gifts and to protect our light with humility, calm, and self-care.What we talk about in this episode:-Why August feels like a threshold month-The beginning of autumn in the Chinese solar calendar-August's solar terms and moon cycles-The energy of harvest, abundance, and grounding-Zodiac guidance for the Monkey month-Auspicious dates for each animal sign-Practical feng shui ways to align with Earth energy-An I Ching reading about transition, humility, and inner strength…and much more!Mentioned in this episode:Our Feng Shui Energy Map EkitRegister for our free & on-demand Feng Shui plant workshop, available for a limited timeHarmonize your Home with Feng Shui PlantsEnhance your qi, prosperity and wellnessThanks so much for listening to the Holistic Spaces Podcast brought to you by Mindful Design Feng Shui School!-Sign up for our newsletter for exclusive complimentary special workshops and offers for our newsletter subscribers ONLY! -Make sure you're following us on Instagram for feng shui tips and live Q&A's.-Learn about our courses and certification on our website at: Mindful Design School.-Check out our older episodes on our Holistic Spaces Podcast archive.Time stamps for this episode:[01:04] August as a transition and threshold month[02:01] Solar terms: beginning of autumn and easing of summer heat[04:55] Moon cycle energy focused on stability and grounding[05:24] New moon and full moon reflections for August[06:53] Chinese zodiac insights: Monkey month support and challenges[07:50] Auspicious and cautionary dates for the zodiac signs[09:30] How to align with August's Qi through transition and grounding[10:39] Practical Feng Shui tips for peace and stability at home[11:08] Oracle reading: Hexagram 36 changing into Hexagram 15[12:02] Interpreting the darkening of light as a gift[13:01] Transition from fire to earth energy and humility[14:22] Feng Shui Bagua guidance for grounding and balance[16:36] Embracing challenges with acceptance and inner support[18:26] Home adjustments using earth elements and opposite guasMORE QUESTIONSHire one of our Mindful design school Grads for a 1-1 consultation. We know so many personal questions come up. That's why you need a 1-1! Laura and Anjie offer all these freebies, but if you want to learn more it's time to ask a professional. learn more HEREORDER OUR NEW BOOK HERE
The yen just hit a 40-year low and Japan is trapped. Whether they hike or freeze, it ends the same way: the pin that pricks our bubble.Tonight's episode is sponsored by NetSuite. For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, Go to http://netsuite.ai/goldTonight's episode is also sponsored by Rockwell Automation. Download their 11th Annual State of Smart Manufacturing Report at https://rok.auto/sosmInvestors are far too complacent about risks that are now hiding in plain sight. The AI trade cracked this week: Alphabet fell 10% after announcing even higher CapEx, Oracle is down 41% on the year, Meta and Amazon fell, and Microsoft is nearly in a bear market. SpaceX now trades 49% below its post-IPO high with its float set to jump from 5% to 40% by year end, and Tesla dropped 18%, costing Elon Musk nearly $100 billion in a week. Peter Schiff compares the roughly three-quarters of a trillion dollars in annual AI CapEx to the dot-com build-out, where the early favorites went bankrupt and took their vendors down with them.The bigger danger is Japan. The yen fell to a 40-year low against the dollar, the 30-year JGB yield hit an all-time high near 4%, and with debt above 200% of GDP and a policy rate still at just 1%, Japan is trapped. Whether the Bank of Japan finally hikes aggressively or stays timid, the result spills into the United States, potentially forcing the world's largest holder of US Treasuries to dump its $1.1 trillion position. Schiff calls Japan the pin that pricks the far bigger US bubble. Meanwhile the US 30-year yield hit a 20-year high of 5.16% on more than four times the debt of 2006, oil is up 30% in July guaranteeing a hotter CPI, and gold rose on the week even as bonds and stocks fell, with the miners signaling a bottom. He closes on why record-low jobless claims are meaningless in a gig economy and why Trump's new slave-labor tariffs are an unconstitutional tax on Americans.Chapters:00:00 Japan Sparks US Crisis00:41 AI CapEx Reality Check07:51 AI Bubble Parallels13:03 Gold Miners Rebound19:17 Oil Bonds Warning Signs32:16 Japan Debt Rate Trap34:36 Weak Yen Trade Deficits37:22 Japan Creditor Status Slips41:22 Two Japan Crisis Paths44:26 US Vulnerability Dominoes45:21 Unemployment Claims Hype47:20 Why Claims Mislead51:37 New Tariffs Legal Workaround59:03 Wrap Up Subscribe CallFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiff#PeterSchiffShow #gold #inflationOur Sponsors:* Check out Chilipad and use my code GOLD for a great deal: https://sleep.me* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy