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The market rallied this week following Nvidia's earnings, only for it all to come tumbling down on Friday as bitcoin, tech, AI, and bitcoin miners sold off. Subscribe to the Blockspace newsletter for market-making news as it hits the wire! Welcome back to The Mining Pod! Today, Haley Thomson, the director of energy trading at Luxor Technology, joins us to talk about how AI demand is impacting the ERCOT power market. For news, we break down Nvidia's Q3 earnings and the market's Thursday morning reversal, dissect a load growth report that suggests there are currently 166GW of US load growth demand through 2030, and discuss Cipher's $830M extension with Fluidstack. And for this week's cry corner, The Financial Times is doing its best to report on AI like it has with Bitcoin. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • Hash price at all-time low: $36.97/PH/day • Previous low was August 2024 at $38/PH/day • 166GW load growth projected through 2030 • Cipher's deal: $830M over 10 years • Google backstop: $333M revenue guarantee • Oracle lost $350B market cap post-AI deal Timestamps: 00:00 Start 01:56 Difficulty report 07:32 Nvidia smashes earnings 12:24 Grid Strategy Forecast Report 36:37 Cipher Fluidstack deal 39:25 Cry Corner: Oracle down bad?
Your body already knows.It knows when something's right, when it's time to rest, when your next move is aligned. You just have to remember how to listen.This hypnotic journey is designed to be played as you drift to sleep at night. I'll guide you into the gentle space between waking and dreaming where your subconscious mind is open and receptive. From there, you'll reconnect to your body's wisdom and the intuitive signals that guide your every choice.Listen nightly for 30 days and notice the difference: you'll begin to sense your body's messages more clearly, trust them faster, and feel supported by your inner guidance in daily life.Your body is your oracle.CONNECT w/ LOVED ONES on the OTHER SIDE: https://www.jinaseer.com/email-lm-loved-ones// TIME STAMPS // 0:00 - 4:30 :: An intro and how to use this episode.4:31 - END :: Directive Hypnotic Journey: Your Body As An Oracle// MORE HYP JOURNEY INFO + PREP // Access the PDF, hypnotic track and more here - https://www.jinaseer.com/session-prepEpisode 3 - Anatomy of a Past Life RegressionEpisode 214 - Awareness: Your New RealityEpisode 215 - Anatomy of a Hypnotic Journey: Another Lifetime, Higher Self & SuggestionEpisode 237 - Clear & Kind Communication With your Body | Theme Preview// THE VIDEO //This sunset is from October in Joshua Tree National Park. I was set to do the longest hike I've ever done solo the day after this sunset. As I was sitting here I was looking at the trail maps (as I do hundreds of times before a big effort) and freaking myself out. I realized, "Oh I'll be hiking behind the mountains in the distance BEFORE the sun rises tomorrow." GULP. Nervousness elevated. I got to to the trail head the next morning and it was so dark I spent an hour getting the courage to begin. An intense morning. Hahahahaha. I did it tho! 37 mile hike in just under 11 hours on the California Riding and Hiking Trail in JTNP. A trail I've been stalking for years. I'm proud :) The video for this episode is available on...Youtube - http://www.youtube.com/@JinaSeerSpotify - https://open.spotify.com/show/2QVHsoLED5BZdHu5uMSG0s?si=jUnbXB6zTfqA2QUopImbKg// SUBSCRIBE + LEARN MORE // SeerSessions.com and SeerSessions.com/subscribe to get on my email list.
How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the “floor and ceiling” of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's Explained 18:24 - Is There Enough Credit to Fund AI Buildouts? 20:30 - Financial Markets are Like Consumers - they'll find the money 22:16 - Begging for ETF's - Be careful what you ask for 25:20 - Centralized Financial Markets are Swallowing BitCoin 28:24 - How the Fed Controls Liquidity 30:11 - Why is There Stress in the Liquidity Markets? 37:18 - The Linkage Between Liquidty & Function of Economy 39:04 - The Fed is Closer to QE Than Anyone Thinks 39:54 - Today's YouTube Poll 41:14 - What Will Markets Do Today?
How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the "floor and ceiling" of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's Explained 18:24 - Is There Enough Credit to Fund AI Buildouts? 20:30 - Financial Markets are Like Consumers - they'll find the money 22:16 - Begging for ETF's - Be careful what you ask for 25:20 - Centralized Financial Markets are Swallowing BitCoin 28:24 - How the Fed Controls Liquidity 30:11 - Why is There Stress in the Liquidity Markets? 37:18 - The Linkage Between Liquidty & Function of Economy 39:04 - The Fed is Closer to QE Than Anyone Thinks 39:54 - Today's YouTube Poll 41:14 - What Will Markets Do Today?
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 fucking made for this! Today's Oracle of Motivation: You were made specifically for these times; otherwise, you wouldn't be here. Your mission is to help interpret the messages Earth sends us so we can move toward ultimate community, peace, love, truth, and constructive creativity. We cannot do that if we deny our magic, our powers, and our miracles. Today, see if you can make peace with yourself and shift your mind away from fear and disease and into love and acceptance. Look at yourself in the mirror and say I love you until you cry or laugh. You are loved. You are protected. You are perfect just as you are. You are fucking made for this! 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!
Gemini 3.0 just dropped, grabbing the "Best LLM" crown and completing Google's epic AI comeback! We break down the need-to-knows, including:Google's ambitious Antigravity agent-first IDE.Why G3 broke every benchmark except coding.The rise of AI-generated music (1 in 3 streams!).The truth about AI's water usage.The winners and losers after Gemini 3 Day.Plus: A check-in on the AI bubble after Oracle's Open AI deal crash.
In today's Cloud Wars Minute, I reveal how Palantir leapfrogged the competition with 63% cloud growth, shaking up the Cloud Wars Top 10.Highlights00:14 — Periodically, I do an update on what I call the Cloud Wars Growth Chart. The latest list shows that Palantir — new to the Cloud Wars Top 10 — is number one in fastest growth, by a long shot. Google Cloud, which for the last six quarters had been the fastest growing, is now in the number two spot. Oracle comes in at number three.01:06 — So let's see here: Palantir — look at this — 63% growth to $1.12 billion. Previous quarter growth rate: 48%. Pretty nice when you can go from 48% to 63% in a market like this. So the question is: What is Palantir doing that has allowed them to grow at these dramatically higher growth rates?02:05 — Number two, Google Cloud. 34% growth to $15.2 billion. That's an acceleration from the previous quarter's 32% growth. The third: Oracle. 28% growth, $7.2 billion in cloud revenue — up from 27%. SAP grew 27% in Q3, $6.14 billion. Previously 28%. Then Microsoft grew 26% in cloud revenue to $49.1 billion for the quarter, down from the previous quarter's growth rate of 27%.03:07 — We saw growth throughout the Cloud Wars Top 10. Six of the nine that report their cloud revenue said that they are seeing accelerating growth from one quarter ago to their most recent quarter. So six out of nine growth rates going up, even as they're getting bigger. Now the outlier there is IBM, which does not break out its cloud revenue.03:47 — The other big thing I see coming along is that we are moving into a place now where it's becoming fuzzy between cloud and AI. Because cloud, after all, is the delivery vehicle that has made AI now something accessible to every individual in the world.04:40 — So, we see these sort of intertwined, bonded pairs of cloud and AI. It's been fascinating to watch this. And these growth rates show the market is getting hotter. These companies are growing faster — for the most part — remarkable. So, hats off to Palantir, Google Cloud, Oracle, and all the others on this list. Visit Cloud Wars for more.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über das Feiern von Alphabet, den erfreulichen Rüstungs-Dämpfer, das endgültige Comeback von SMA Solar und die Crash-Risiken, die ihr unbedingt kennen solltet. Außerdem geht es um Berkshire Hathaway, Lowe's, Home Depot, Target, GE Vernova, Rheinmetall, Renk, Hensoldt, Heidelberg Materials, Adobe, Semrush, Palo Alto, Meta, Oracle. Unsere Black-Friday-Aktion ist gestartet! Für kurze Zeit gibt es das digitale WELT-Abo zum Aktionspreis von nur 1,49€ statt 3,49€ pro Woche, ein Discount von 57%. Top-Journalismus für schmale 6,45€ pro Monat unter welt.de/angebot. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Tariff juggling - just moving them around - no studies, no rationale Big Moves - One of the worst Novembers since 2008 The Big Short - End of a Era? PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Last Few Days for IBIT CTP - Closing Price This Friday - The Big Short - End of a Era? - What is happening to Bitcoin? - THC laws changing - interesting loophole closed Markets - Tariff juggling - just moving them around - no studies, no rationale - Big Moves - One of the worst Novembers since 2008 - Hindenburg Omen - Fed Losing Cred WHY? - If tariffs are not inflationary and this administration has brought down prices on groceries.... - President Trump signed an EO Friday lowering tariffs on beef, tomatoes, coffee and bananas, according to Bloomberg - So , just shooting from the hip on all of this are we? --- Seriously, where is the plan, where is the analysis, where are the results? Total horseshit More Tariffs - Switzerland and U.S. agree to trade deal; U.S. will lower tariffs to 15% from 39%; Swiss companies are planning to make direct investments in the USA amounting to $200 billion by the end of 2028 - Switzerland will reduce some import duties on US Imports - For other US export interests, a solution was agreed that takes Switzerland's agricultural policy interests into account: under the agreement, Switzerland will grant the US duty-free bilateral tariff quotas on selected US export products: 500 tonnes for beef, 1,000 tonnes for bison meat and 1,500 tonnes for poultry meat. - Furthermore, Swiss companies are planning to make direct investments in the USA amounting to $200 bln by the end of 2028. - What did we accomplish here? - Just going back to what it was with a slightly higher tariff on Swiss goods than before...BECAUSE WE WERE GETTING KILLED WITH FOOD COSTS Fed Update - Markets no longer view December as a sure bet - Lots of Fed speakers out with commentary that is hawkish - Currently, there is a 46% chance of a rate cut by 0.25% - a month ago it was at 95% - AND, they should not cut in the absence of all data (Stephan Miran looking for 0.50%, but he is a total tool) More Horseshit! - Former Federal Reserve Board Gov. Adriana Kugler broke the central bank's rules regarding stock trading, according to a report released by the U.S. Government Ethics Office. - Now we know why she abruptly resigned a few months ago - That disclosure shows two kinds of violations of Fed rules regarding financial transactions by senior officials at the central bank: purchases of stocks of individual companies, as opposed to mutual funds; and purchases of securities during so-called “blackout periods” leading up to and after Federal Open Market Committee meetings. - Oh - Supposedly her husband did it - but come on! - Fed losing more credibility - this is not the first time.... StampFlation - The Postal Service filed notice with the Postal Regulatory Commission for Shipping Services price changes to take effect Jan. 18, 2026. The proposed adjustments were approved by the governors of USPS this week. - The change would raise prices approximately 6.6 percent for Priority Mail service, 5.1 percent for Priority Mail Express service, 7.8 percent for USPS Ground Advantage and 6.0 percent for Parcel Select. BIG - Michael Burry, the investor whose successful bets against the U.S. housing market in 2008 were recounted in the movie "The Big Short," is closing his hedge fund, Scion Asset Management. - In a letter to investors dated October 27, a copy of which was seen by Reuters, Burry said he would liquidate the funds and return capital, "but for a small audit/tax holdback" by the end of the year. - "My estimation of value in securities is not now, and has not been for some time, in sync with the markets," Burry said in the letter. - Put on a big OPTIONS short on NVDA and PLTR - We checked and his Registration expired.. Has about $155 million under management - not so much.. - He hinted that he will be back doing something and will announce on November 25th... Softbank - We know that they CUT all of their NVDA holdings - Looking at the 13F, also cut ORCL - New position in INTC - Looking to raise significant cast to outlay to private companies over the next couple of months. - Stock is up 120% YTD, DOWN 12% last week - Did you know He had for many years the distinction of being the person who had lost the most money in history (more than $59 billion during the dot-com crash of 2000 alone, when his SoftBank shares plummeted), a feat surpassed by Elon Musk in the following decades. THC Blues ??? - A new ban, tucked into legislation ending the longest shutdown in history, outlaws products containing more than 0.4 milligrams of total THC per container. == Industry executives said that threshold will wipe out 95% of the $28 billion hemp retail market when it takes effect in a year. - 300,000 jobs could be effected ($28 billion annually) - Possible that state laws will win out, but clearly Federal laws are not going the way of the industry. - Concern that the blackmarket will grow again - However, this can be seen in several ways as it may be cleaning up some of the selling of things like Delta-8 those weird knock-offs seen at gas stations) UK Tax Scrap - British government bond yields rose sharply on Friday morning as investors react to reports that Finance Minister Rachel Reeves will scrap an expected increase in income tax. - The moves came as investors reacted to a report from the Financial Times of an income tax U-turn. - Remember that they did a similar plan a few years ago that caused major havoc with markets and currencies until they withdrew the idea. How Does This Work? - House Republicans drafting legislation that will redirect Affordable Care Act subsidies to individuals and away from health insurance companies, according to Politico Some Eco ...?? - Employment Situation for September 2025 that was supposed to be released on Friday, October 3, 2025, will now be release Thursday, November 20, 2025 8:30 AM ET - What about October? White House says it may NEVER be released Hindenburg Omen - There was some excitement in the world of technical analysis the past two weeks as we saw 5 separate signals fire for something called the Hindenburg Omen. This is a warning signal of trouble, but trouble does not always come. What is fair to say is that Hindenburg Omen signals have appeared at every major stock market top going back several decades. - According to Tom McClellan: The current count of 5 signals is not as big as some other clusters. But we got 4 signals in a cluster at the end of 2021, ahead of the 2022 bear market. So 4 is enough, if the market is inclined to live up to this warning. And 2 signals were enough back in December 2024 and March 2025 to tell us about the trouble in the market which unfolded in the April 2025 tariff reaction minicrash. But 5 is better. Pied Piper - Losing Followers - OpenAi plans to invest $1.4 Trillion over the next 5 years or so - Biggest beneficiary - Oracle - Stock went from $250 to $340 overnight - now a $220 (Full Round-trip) - Oracle is looking to raise $38 billion in debt sales to help fund its AI buildout, according to sources with knowledge of the matter who asked not to be named because the information is confidential. Bloomberg reported on the planned debt raise last month. Disney Earnings - Hmmmmm...... - Shares fall 8% as revenue misses - Digging in for a prolonged flight with YouTube - The company also missed quarterly revenue expectations as the cable weakness overshadowed strong growth in the company's streaming and parks businesses central to its growth. - Family of 4 - Trip to Disney - A 3-night trip with tickets and dining is estimated to be between $6,000 and $9,000 Starbucks - Can it get any worse for this company? - Starbucks Workers United launched a strike in more than 40 cities and 65 stores on the day of chain's Red Cup Day sales event. - NY incoming Mayor Mandami says there should be a total boycott of the stores - The union is pushing for improved hours, higher wages and the resolution of hundreds of unfair labor practice charges levied against Starbucks. Buffett - Berkshire - Berkshire Hathaway revealed a $4.3 billion stake in Google parent Alphabet (GOOGL), and further reduced its stake in Apple (AAPL), detailing its equity portfolio for the last time before Warren Buffett ends his 60-year run as chief executive officer. - They also sold more Bank of America - *6% reduction - although still the thrid largest stockholder - Sold homebuilder DR Horton - Bought position in Domino's Pizza and Chubb ---- DPZ chart looks terrible Over to China - Economy not getting any better - Fixed-asset investment contracted 1.7% for the first ten months of the year, steepening from a 0.5% decline in the January-to-September period. - Retail sales climbed 2.9% in October from a year earlier, softening from a 3% year-on-year rise in September. - Industrial output expanded 4.9% in October, a slowdown from a 6.5% rise in the prior month. - The last time China recorded a contraction in fixed-asset investment was in 2020 during the pandemic, according to data going back to 1992 from Wind Information, a private database focused on the country. Electric Prices - We know that the new wave of data centers are requiring HUGE amounts of energy to keep them running - Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration.
Follow Monstercat Silk on all platforms - https://monster.cat/silk Follow our playlists: https://ffm.bio/monstercat Tracklist 1. ORACLE - Reflections [Monstercat Silk] [00:35] 2. ORACLE - Sunrise [Monstercat Silk] [04:35] 3. ORACLE - Past Life [Monstercat Silk] [14:47] Silk Spotlight: 4. ORACLE - Mistakes [Monstercat Silk] [19:03] 5. EMBRZ - Slow Bloom [Colorize] [19:03] 6. Cloudcage & Jack Willard - Speak About It [Monstercat Silk] [22:07] 7. Massane & sadHAPPY - Breathe [This Never Happened] [26:15] 8. A.M.R & Aether - Without You [Monstercat Silk] [29:51] 9. Mango & Cloudcage - Snowglobe [Monstercat Silk] [33:19] 10. EMBRZ - Figured Out [Colorize] [37:35] 11. Ra5im - Zen [Monstercat Silk] [37:35] Silk Exclusive: 12. Dokho x Ra5im x Elliot Vast - Walking Away [Monstercat Silk] [44:05] 13. Dokho & Ra5im - Savaya Bay [Monstercat Silk] [48:05] 14. Cloudcage & Mango - Much Is Taken, Much Abides [Monstercat Silk] [51:01] 15. ORACLE & Holochrome - Till The End [Monstercat Silk] [55:01] Thank you for listening to Monstercat Silk Showcase! Learn more about your ad choices. Visit megaphone.fm/adchoices
If you want to understand data centers, the power grid crisis, and the real estate race behind the future of AI — this is the episode.Today on Commercially Speaking, we sit down with Simon Enwia, CCIM — a multi-state broker, tech-driven developer, and one of the few people specializing in data center development sites. And what he reveals is wild:Here's what you'll learn in this episode:Why data center vacancy is below 1% nationwideThe reason America will need 2x the power by 2030What makes land “powered land” — and why it's becoming the new goldThe exact criteria hyperscalers (Amazon, Meta, Google, Oracle) look forWhy data centers are now measured in megawatts per acre, not square footageHow the U.S. is locked in an AI arms race with ChinaThe brutal truth about NIMBY pushback and community approvalsWhy some utilities are charging $250,000+ just to get in line for power studiesThe four things every site absolutely must have:Simon breaks down the economics, the pipeline issues, the insane permitting timelines, and why the next decade of CRE may hinge entirely on data center development.This is the deep dive on data centers you've been looking for.
Your Scorpio Superpower is a Deep Knowing of Truth.Journeying around the zodiac with each new moon offers specific guidance for life and Soul direction.As a fixed sign, Scorpio symbolizes the conserving of emotional energy. This sign specializes in searching for the depth in whatever is not obvious.Looking inward and gaining an understanding of what is meaningful and worthwhile is essential. In terms of merging in an intimate way, there's the need to reach out and move toward others. This connection is most comfortably done on a one to one emotional level.Scorpio depicts the archetypes of the Scorpion and the Eagle, as well as being described in mythical literature as the “Phoenix bird”. Each symbol offers a meaning that presents a level of inner awareness and consciousness.This sign is associated with the subject of “depth/archetypal psychology”. The root or archetypal theme is about penetrating into the inner realm of the “Psyche”/Soul. It requires a willingness to use the intuitive, emotional feeling and sensing capacity to navigate through life experiences. Scorpio is not well understood because it operates, in great part, from the psycho-spiritual realm. The need to perceive the inner workings through the emotions, and soul experiences requires reference to the non-ordinary states of being.Scorpio is feminine water sign, meaning that it acts from a receptive activation. Most interesting though. is its guidance and rulership as well as co-rulership with Mars and Pluto. As 2026 moves forward into our collective consciousness, this watery, intuitive Scorpio connection is preparing all who are willing, to undertake a personal journey through this empowering lunar cycle. One of the keys to using Scorpio energy is being willing to investigate yourself from the inside out. Move into deep exploration of what feels beautiful, artful, creative and what aspects of your life you really value.Let those creative expressions come forth.Give yourself major self care through rest and relaxation.This Lunar cycle provides deep self understanding using the sign of Scorpio as an inner “Mirror”. Decide now to face what is not You, as you Stand and Face the Intention to plant and grow something new and worthy of the new 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", Original Music by MaeRuth McCants
Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: By kissing my bliss, I electrify my relationship with life. Today's Oracle of Motivation: "When you follow your bliss, that thing that truly electrifies you, four things automatically happen: you put yourself in the path of good luck, you meet the people you want to know, doors open where there weren't doors before, and doors open for you that wouldn't open to anybody else." ~ Joseph Campbell Electrify yourself. Follow those smiles! 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 this episode of the Ardan Labs Podcast, Bill Kennedy talks with Catherine Johnson, VP of Global Solutions Engineering at Hydrolix, about her career journey through data management, scalability, and innovation. With a background spanning leadership roles at Hydrolix, Grafana Labs, and Oracle, Catherine shares insights into balancing engineering, entrepreneurship, and mentorship. She discusses the evolution of real-time data systems, the economics of storage, and the importance of data-driven decision-making. Catherine also opens up about taking a break from tech to teach dance, and how her passion for innovation and continuous learning fuels her leadership today.00:00 Introduction03:03 Data Management and Scalability05:58 Explosion of Data and Storage Needs09:01 Real-Time Data in Business14:49 Economics of Data Storage20:41 Education and Early Career31:09 Career Transitions and Growth46:10 Teaching Dance and Finding Balance53:16 Returning to Tech at Oracle01:08:10 Joining Elastic and Facing Burnout01:15:45 Leadership and Innovation at Hydrolix01:27:07 AI in Tech and Its LimitationsConnect with Catherine: LinkedIn: https://www.linkedin.com/in/catjopdx/Mentioned in this Episode:Hydrolix: https://hydrolix.io/Want more from Ardan Labs? You can learn Go, Kubernetes, Docker & more through our video training, live events, or through our blog!Online Courses : https://ardanlabs.com/education/ Live Events : https://www.ardanlabs.com/live-training-events/ Blog : https://www.ardanlabs.com/blog Github : https://github.com/ardanlabs
*Are we finally reaching Peak eVTOL? Jason and Alex on Joby's big Abu Dhabi moves and Archer's purchase of LA's Hawthorne Airport.On a PACKED Monday TWiST, Jason is BACK from MENA and Tokyo. Hear tales from his whirlwind trips launching new Founder University satellite programs… and find out why construction and fintech are BOOMING across the Middle East.PLUS Ramp raised $300M… here's why Alex calls the round “pretty baller.” We question why AI companies are growing SO MUCH FOUNDER than their SaaS counterparts. We're digging into the Problem with Dropbox.AND we're saying goodbye to KitKat, the beloved SF bodega cat who was reportedly run over by a Waymo. Here's why Jason's not too broken up about it (but he's JUST JOKING!)
Woo News is back — and this isn't your average news roundup. Robyn, Karen, and Lisa (aka our in-house Oracle of All Things Woo) dive into the headlines that made us gasp, giggle, and wonder if the universe is trolling us just a little.From a scientific study showing that short inspirational videos can reduce stress (yep, almost like meditation!) — to manifestation being explored in labs, psychic detectives, and a teacher who used astrology to seat her students — this episode proves that the “woo” is officially mainstream.Get ready for your monthly mix of the weird, the wonderful, and the wildly soul-stirring.IN THIS EPISODEThe Power of Hope: A new American Psychological Association study reveals that short inspirational videos may reduce stress as effectively as meditation — especially when they spark feelings of hope. Manifestation Meets Science: Researchers are digging into how belief and emotion may actually shape physical reality. We're breaking down what that means for your next vision board. For years I struggled with infertility and loss. Then I had a life-changing call with a psychic.Astrology in the Classroom: One teacher literally used astrology to seat her students… and the results? Cosmic alignment or classroom chaos?FBI Agent Robert Hilland and Psychic Medium John Edward Reveal 25 Years of Crime-Solving TeamworkThe Tiny New York Town Where Mediums Give Voice to the DeadKEY TAKEAWAYSHope is medicine. Whether through meditation or a quick scroll filled with good vibes, inspiration matters.Science is finally catching up with spirituality — and we are so here for it.There's no one “right” way to connect with energy — you can mix the mystical with the modern.TRY THISInstead of your usual scroll, watch a 60-second video that makes you feel something — wonder, joy, awe, hope.Close your eyes afterward. Take a breath.That calm you feel? That's your nervous system saying “thank you.” Visit seekingcentercommunity.com for more with Robyn + Karen and many of the guides on Seeking Center: The Podcast. You'll get access to live weekly sessions, intuitive guidance, daily inspiration, and a space to share your journey with like-minded people who just get it. You can also follow Seeking Center on Instagram @theseekingcenter.
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: I am authentically and unapologetically me. Today's Oracle of Motivation: When others tell you how you should act or feel, they disrespect your ability to write your own story, to play in your own game, to be the creator of your own creations. We all do it to each other. Playfully judo-chop the external goon squads who try to share your story to fit their molds, but also don't try to force others to fit your mold. We are all perfect just as we are. We all deserve the respect to complete our own missions. Always be authentically and unapologetically you! 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!
Welcome back to MOJO: The Meaning of Life and Business! In today's episode, host Jennifer Glass explores the profound impact of storytelling with Amanda Johnson, widely recognized as the “Story Oracle.” If you've ever felt called to write a book—or simply struggled with self-doubt and the voices in your head telling you “you're not good enough”—this conversation will help you quiet those inner critics and discover the magic of your own story.Amanda shares how her journey, inspired in part by the Oracle character in The Matrix, led her to empower others to truly own their stories. She discusses the importance of identifying your audience, defining the goal behind your message, and embracing both the triumphs and struggles that make your narrative authentic. You'll hear memorable examples, from the emotional resonance of a post-9/11 commercial to the behind-the-scenes stories of Broadway performers, illustrating how stories can create deep connection and drive lasting change.Together, Jennifer Glass and Amanda Johnson walk through the practical elements of crafting a story—like structure, sensory detail, and perspective—whether you're presenting onstage, marketing a business, or penning your memoir. You'll discover how sharing the real journey behind your expertise builds trust and opens doors for your readers and listeners to see themselves in your successes.This episode is packed with actionable insights for entrepreneurs, aspiring authors, public speakers, and anyone who wants to leverage story to communicate, connect, and inspire. Listen in to learn how to break through your hesitation, clarify your message, and begin sharing your story in a way that is impossible to ignore.About my guest: Amanda Johnson, The Story Oracle, helps individuals transmute their pain into a more magical future using story, writing, and community.Connect with Amanda on Facebook, LinkedIn, Instagram, and on the web at https://the-story-oracle.com.Check out the #Budweiser 9/11 commercial we mention at https://youtu.be/LyP0JsyvYnA.Keywords: entrepreneurship, book writing, self-doubt, overcoming fear, storytelling, marketing, story in business, identity, The Matrix oracle, Socratic questioning, personal growth, connecting with audience, emotional connection, advertising, PTSD, 9/11 survivor, fiction writing, sensory details, perspective in writing, character development, neurological impact of story, public speaking, trust building, testimonials, story arc, audience engagement, historical storytelling, disruptive storytelling, memoir writing, intention setting, publishing process
In today's Cloud Wars Minute, I explore how tech rivals are becoming collaborators to better serve customer innovation.Highlights00:43 — I call SAP and Snowflake's recent announcement a promiscuous partnership that's powerful and promising. I'll try not to trip over too many more P's here, but I think the point of this is we're seeing the promiscuous side: big tech companies that, you know, were very selective about how they worked with each other in the past.01:04 — I think now we're seeing that there are great advantages toward them aligning in ways — working together to do things for customers that neither could do individually. I think the ultimate example of this is the Oracle multicloud deals with Microsoft, Google Cloud, and AWS. So, in this case here, now we see both SAP and Snowflake are in the data cloud space.02:04 — This could have been a situation where SAP and Snowflake might have said: "I have a Data Cloud. You have one. We're going to compete" — but the result would be — “We're going to make customers' lives more miserable, because to work with both the SAP Data Cloud and the Snowflake Data Cloud, those customers are going to have to find workarounds and ways to integrate and all that.” Instead, they said, “Let's try to do this together.”03:00 — Some highlights: it accelerates customer innovation because they can spend more time focusing on business innovation, growth, and new business models, rather than a lot of expense on integration. The two companies, Snowflake and SAP, have intertwined their brands, which I think reveals to customers a very powerful commitment. This solution is called SAP Snowflake.03:55 — The AI revolution has put all sorts of new and interesting, challenging stresses on customers, right? And on the Cloud Wars Top 10 vendors: it can't just be business as usual for customers. The tech vendors have to operate differently — not just in the products they create but in the alliances they strike.04:46 — I tip my hat to Snowflake and SAP, and I think we're going to be seeing lots more of these promiscuous partnerships break out as the needs of the AI Revolution require customers to do things differently — which, in turn, compels the Cloud Wars Top 10 companies to behave in different ways. Visit Cloud Wars for more.
Live into your greatest possibilities. Join the Limitless Life Club today! https://www.oracleonpurpose.com/the-limitless-life-membership In this episode, I sit down with Dr. Meg Haworth, a transpersonal psychologist, holistic wellness expert, and lightning-strike survivor whose life experiences have shaped a powerful message of healing and transformation. Dr. Meg opens up about her journey from chronic illness and near-death experiences to discovering her intuitive healing gifts. She shares how trauma can become a doorway to higher purpose, why healing is an ongoing process, and how embodying our authentic energy uplifts those around us. Together, we explore what it means to live in alignment, use pain as a path to purpose, and understand that healing isn't something we finish—it's something we live. Learn more on the Oracle On Purpose Podcast: Holistic Healing from Narcissistic Parents with Dr. Meg Haworth P.S. If you're ready to deepen your understanding of the Law of Attraction and activate real change in your life, check out my audiobook "POWER Up the Law of Attraction"—now available on Audible and Amazon. It's the perfect next step for anyone ready to turn insight into transformation. Grab your copy here! https://www.amazon.com/Audible-Studios-Brilliance-POWER-Attraction/dp/B0F3G1ZD18/ Enjoy the podcast? Subscribe, like this video, tap the notification bell, and leave a comment! You can also listen to this episode on Spotify, Apple Podcasts, and Amazon Music. About Dr. Meg Haworth Dr. Meg Haworth is a transpersonal psychologist, intuitive healer, and holistic wellness expert who helps people overcome the emotional roots of illness and trauma. After surviving multiple near-death experiences—including being struck by lightning—she's dedicated her life to teaching others how to heal their bodies and spirits through inner work, energy awareness, and spiritual development. Connect with Dr. Meg Haworth: Facebook: https://www.facebook.com/coachdrmeghaworth/ Website: https://meghaworth.com/Instagram: https://www.instagram.com/drmeghaworth/ X (Twitter): https://x.com/drmeghaworth/ YouTube: https://www.youtube.com/@DrMegHaworth I am Lia Dunlap, The Oracle on Purpose with a mission to change people's lives for good. With over 25 years of experience as an Intuitive Business Architect and Coach, I have helped thousands of clients in 76 countries, including hosting three international retreats. As a Best-Selling Author, Founder of the Master Creators Academy, Certified Clinical Hypnotherapist, International Speaker, and Creator of the POWER Plan Life Coaching Program, My Purpose Is Clear: Helping YOU find and follow Your Purpose. I have worked with thousands of leaders, entrepreneurs, and business owners for over two decades, helping them find and experience their Unique Life Purpose. Catch the latest episodes of Oracle On Purpose here! https://www.oracleonpurpose.com/podcast-new Work with Lia today. https://www.oracleonpurpose.com/meet-the-oracle Ask the Oracle - Join the next Oracle Insight & Alignment Call. https://www.oracleonpurpose.com/offers/Qcb9YRFF How Aligned Is Your Business with Your Highest Power? Take the Quiz here: https://oracleonpurpose.outgrow.us/powerbizquiz Connect with Lia Dunlap! Website: https://www.oracleonpurpose.com/ Facebook: https://www.facebook.com/CoachLiaDunlap X: https://x.com/CoachLiaDunlapInstagram: https://www.instagram.com/coachliadunlap/# YouTube: https://www.youtube.com/channel/UC8IOgSSGVVNG2usEJE07X8g LinkedIn: https://www.linkedin.com/in/coachliadunlap Produced by https://www.BroadcastYourAuthority.com
In this RiskReversal podcast episode, Guy Adami and Peter Boockvar discuss recent market trends, including the shifts in AI dominance and financial stresses at Oracle. They analyze the stock market's reaction to Meta's spending and the implications for data center build-outs. The conversation covers the competitive landscape with AI and the potential overrates in hardware infrastructure. They also discuss the unusual dynamics in the US economy and the job market's deceleration, touching on Bitcoin's correlation with other assets. Finally, they explore the bullish outlook on energy stocks and the rebound in big-cap pharma amid regulatory clarity. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Andrea Morgan talks about her career journey; the similarities between supply chain & astrophysics, innovation, and why women need to bloom where they land. IN THIS EPISODE WE DISCUSS: [03.37] Andrea's degree in astrophysics, and why curiosity was her biggest driver. "I had a deep interest in the origins of the universe… It gave me the training to ask the right questions." [5.14] How a post-graduate placement at IBM exposed Andrea to a range of business areas, and ignited a passion for supply chain. "I learned that I didn't want to be a researcher, I liked being with people… Quickly I started to specialize in supply chain, I was drawn by the nature of the problems we were trying to solve." [07.20] From the emergence of the cloud to transformation at scale, Andrea's experience at Oracle during pivotal years in the adoption and expansion of new technology. [10.09] Andrea's role in digital transformation at Nike and what we can learn, from the alignment of business strategy and vision to the importance of metrics and measurement. "The biggest thing is putting the concept behind product management at the centre of that digital transformation… You can't do transformation for transformations sake." [15.56] Andrea's current role at Blue Yonder as Chief Innovation Officer, what the role entails, and how it has evolved. [19.15] What innovation means to Andrea, and where the industry is when it comes to innovation. "For me, innovation at its core is: 'How do you do things differently?'" [21.03] Andrea's perspective on AI, and how they're thinking about agentic AI at Blue Yonder. "The ones that aren't successful are the ones that aren't focused on deep domain expertise. Where we're going with agentic is not just the general knowledge, but really understanding the specifics of supply chain." "It's important to get started, because we know it's coming. So you might as well try it out, and see the value you could get along the way." [24.58] Andrea's experience as a woman in male-dominated spaces. [26.49] Why a rising tide lifts all boats, and why women need to support collective growth and empowerment. [29.44] Why Andrea wants to encourage women to bloom where they land, even when the circumstances aren't ideal. "It's not always about the destination, it's about the journey." [32.25] What being an industry 'trailblazer' means to Andrea, and how others can follow in her footsteps. [34.02] The future for Andrea. RESOURCES AND LINKS MENTIONED: You can connect with Andrea over on LinkedIn. If you enjoyed this episode and want to hear more from Blue Yonder, check out 497: Transform Your Returns Management and Delight Customers, with Blue Yonder 434: Synchronize Your Supply Chain Execution, with Blue Yonder 417: Fulfill Your Potential, with Blue Yonder 484: Women In Supply Chain™, Saskia Van Gendt Check out our other podcasts HERE.
In this episode, the team debates the Chelsea players whose careers exploded after their debut… and those whose form went in the opposite direction. From iconic glow-ups to unbelievable declines, we're ranking the biggest career turns in club history.The team also talk the latest from a weekend of news.RUNNING ORDER:00:00 The Start & Shevva's Shoutouts10:30 News: Chelsea Find Their Front Of Shirt Sponsor18:30 Kingsmeadow Corner: Liverpool 1-1 Chelsea Women29:30 Chelsea Players Who Improved And Declined The Most After Their Debut58:11 Quaresma's Questions1:01:45 Sidwell's Stamp CollectionIf you have a question for the team then contact them on Twitter at @AtTheBridgePod(This episode was recorded on 17th November 2025)*** Please take the time to rate and review us on Apple Podcasts or wherever you get your pods. It means a great deal to the show and will make it easier for other potential listeners to find us. Thanks!*** Join our Discord: https://discord.gg/b3arBztQjnThis episode is proudly supported by Head In The Game, a charity using football to support mental health and wellbeing. Check out their free programs at headinthegame.co.uk and follow them on social media to learn more._______________________________________________Get In Touch With Us:Twitter - twitter.com/AtTheBridgePodInstagram - Instagram.com/AtTheBridgePod#CFC #CHELSEA
Click here to Shop Affirmation Decks, Oracle Decks, and more! Use Promo code: RCPODCAST20 for 20% off your first order! Today's Power Affirmation: Today I will create some dope-ass shit. Today's Oracle of Motivation: You are creatively explosive like a supernova. You play connect the dots with the stars and chew up asteroids for breakfast. When you create, you trigger infinite galactic parties full of stardust shooters, cosmos champagne, and extraterrestrial bong rips. The Sun just initiated 111 solar flares in celebration of your triumphs. The Moon just lathered herself in glitter and went streaking for your grace. As you honor your creativity, the Universe honors you. It's time to make some dope-ass shit, dude. 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!
Bryce breaks the Oracle, Hunt gets called Orion, and somehow we still find time to drag Sabine and confess Melissa thought Egypt was in Europe. In this episode we're diving into Crescent City chapters 31–40: Micah's super sketch boss moves, Hunt's doomed(?) Orion mythology parallels, the Oracle's terrifying warning about Bryce, murder maps on the ley lines, Luna's Horn theories, and why the Godslayer gun has us deeply concerned. We also spiral about human revolutionaries, fantasy husbands who don't read fast enough, and how this all might tie into bigger SJM crossovers. Website→ https://www.lamebookclubpod.com/ Merch → https://www.lamebookclubpod.com/category/all-products Patreon → https://www.patreon.com/c/lamebcpod IG → https://www.instagram.com/lamebookclubpod/ Spotify → https://open.spotify.com/show/2exV4FVCLeN7mYfxcNs9cB?si=36805589642e442c Apple → https://podcasts.apple.com/us/podcast/l-a-m-e-book-club-podcast/id1703598706 PODCAST BUSINESS ENQUIRES: lamebcpodcast@gmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this Technology Reseller News, Podcast, Doug Green interviews Don Boxley, CEO and Co-Founder of DH2i, for a deep dive into one of the biggest challenges facing IT teams today: the migration gap between legacy Windows-based SQL Server deployments and the containerized, Linux-driven future that modern applications increasingly require. DH2i, a long-time Microsoft and Red Hat partner, delivers high availability, secure communication, and cross-platform mobility for SQL Server, Oracle, and MySQL environments. Their flagship platform, DX Enterprise, enables customers to run the same production-grade SQL instance across Windows, Linux, and Kubernetes — and move between them with seamless failover. As Boxley explains, this eliminates the traditional roadblocks that keep enterprises locked into aging infrastructure. With SQL Server 2025 bringing new support for AI-driven applications, Microsoft tapped DH2i to deliver mission-critical HA capabilities for these next-generation workloads. The company also introduced a hands-on, step-by-step Minikube tutorial, allowing DBAs and MSPs to experiment safely with Kubernetes-based SQL deployments on their own PCs before ever touching production. “Most teams think they're stuck on Windows — they're not. With DX Enterprise, you can move SQL Server to Linux or containers without disruption, and your customers won't even know the difference,” Boxley notes. DH2i's developer edition is available as a free download, complete with 30-day support, giving IT teams a no-risk path to testing, learning, and modernizing their database infrastructure. Learn more at https://dh2i.com/. Software Mind Telco Days 2025: On-demand online conference Engaging Customers, Harnessing Data
Continuum is solving the multi-party return problem in B2B supply chain—a transaction involving distributors, manufacturers, and end users that previously took 30-45 days and now completes in 30-45 seconds. In this episode of Category Visionaries, we sat down with Alex Witcpalek, CEO and Founder of Continuum, to unpack how he's building what he calls "reverse EDI" in a market of 1.5 million distribution and manufacturing companies across North America. After 13 years selling technology into this space, Alex is now growing 8x year-over-year by turning customers into the primary acquisition channel through network effects. Topics Discussed: Why multi-party returns require replicating order management, warehouse management, and procurement systems simultaneously The tactical sequencing of building network businesses: solving for independent value, achieving critical mass, then activating network effects How Continuum navigates deep ERP integrations (SAP, Oracle, NetSuite, Epicor) plus bespoke business logic across multiple supply chain tiers Facebook retargeting, BDR outbound, events, and customer referrals as the four channels driving growth in a non-PLG market Why business model differentiation is the only remaining moat when technical barriers collapse Building domain expertise distribution systems using AI-powered LMS fed by sales call recordings GTM Lessons For B2B Founders: Choose problems where you can capture 100% of addressable market, not fractional share: Alex deliberately avoided competing in CRM, sales order automation, or accounts payable—categories where even dominant players cap at 25-30% market penetration. Instead, he targeted multi-party reverse logistics, a greenfield problem no one else was solving. This strategic choice eliminates competitive displacement risk and allows every prospect conversation to focus on change management rather than competitive differentiation. Founders should map their TAM against competitive saturation: markets where you can own the entire category create fundamentally different growth trajectories than fighting for fragments. Sequence network businesses: independent value → critical mass → network activation: Alex was told by investors 18 months in that network effects "weren't going to work." His insight: "When you don't have a network, you don't sell the network. It's just in your plans and how you're building." Continuum sold P&L impact, manual labor reduction, and customer experience improvements to early adopters while building network infrastructure invisibly. Only after achieving density in specific verticals (HVAC, electrical, plumbing) did they surface the network value proposition. This sequencing prevents the cold-start problem—founders building marketplace or network businesses must design standalone value that makes the first 100 customers successful independent of network density. Exploit high pain thresholds in legacy industries as competitive barriers: Supply chain companies accept 30-45 day return cycles, manual warranty claims on paper, and playing "guess who" by phone to find inventory across distributor branches. Alex notes they have "extremely high pain threshold" from living with broken systems for decades. While this creates longer education cycles, it also means competitors won't enter (too hard) and once you prove ROI, switching costs become prohibitive. Founders should reframe customer inertia: industries tolerating obvious inefficiencies offer category creation opportunities with built-in moats, not just sales friction. Business model architecture is the only defensible moat—technical differentiation is dead: Alex is building his own e-signature platform (Continue Sign) and AI LMS using vibe coding to prove technical moats no longer exist. Continuum's defensibility comes entirely from network lock-in: displacing them requires disconnecting manufacturers like Carrier, Daikin, and Bosch plus their entire distributor ecosystems simultaneously. He references EDI (1960s technology still dominant today) as proof that network effects create permanent advantages. Founders must architect switching costs, network density, or proprietary data advantages into their business model—technology alone provides zero protection in the AI era. Match channel strategy to actual ICP behavior, not SaaS conventions: Continuum's top lead source is customer-driven network growth—distributors recruiting manufacturers and vice versa. Facebook retargeting works because their 50+ year-old supply chain buyers "are trying to comment on their grandkids' pictures," not scrolling LinkedIn. BDR outbound still delivers high win rates in an industry where business happens on handshakes, making events critical. This channel mix would fail for PLG products but works perfectly for enterprise cycles with $40K ACVs and 90-day sales processes. Founders should ethnographically research where their specific buyers actually spend attention rather than defaulting to LinkedIn, content marketing, or PLG based on what works in adjacent categories. Use 90-day enterprise cycles and multi-stakeholder complexity as qualification, not friction: Continuum runs enterprise sales motions for $40K deals because multi-party returns touch 16 constituents across sales, customer service, fleet, supply chain, warehouse, purchasing, and finance. Rather than trying to simplify buying, Alex uses this complexity as a filter—companies willing to coordinate VP of Supply Chain, COO, and CFO alignment are serious buyers. He layers three value propositions (P&L impact, labor reduction, customer experience) knowing different stakeholders weight them differently. Founders selling into complex environments should embrace multi-threading as a qualification mechanism that improves win rates and reduces churn, not overhead to eliminate. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über gute Chancen auf steigende Aktienkurse, Tristesse beim Bitcoin und drei Deutschland-Reformen, die jetzt auf den Weg gebracht wurden. Außerdem geht es um: CoreWeave, Microsoft, Oracle, ServiceNow, Meta, Alphabet, Berkshire Hathaway, Uniper, Eon, RWE, Siemens Energy, Lufthansa, Fraport, BMW, Stellantis, Amazon, Intel, Block, Lift, Robinhood, Pinterest, Arista Networks, Roblox, Duolingo, Nu Holdings, Broadcom, Confluent, Micron Technology, Kenvue, Walmart, Keurig Dr Pepper, Freeport McMoran, Las Vegas Sands, BP, Bank of America, Nuccor, D.R. Horten, Chubb, Dominos Pizza, Meta, Nvidia, Figure Technology Solution, Disney, Sunrun, CMS Energy, Merus, Indivior, iShares MSCI EM ETF (WKN: A0RPWJ), Stubhub, CRH, Vistra, Klarna, Bullish, Figma, AMD, Fiserv, American Airline, Trust Financial, XBP Global Holdings, iShares Bitcoin Trust ETF (WKN: A3ERHE). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr „Alles auf Aktien“ findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast „Deffner&Zschäpitz“ hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
THE BATTLE OF ZION & NEO'S ULTIMATE SACRIFICE!! The Matrix: Reloaded Full Movie Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! The Matrix (1999) Movie Reaction: • THE MATRIX (1999) IS MIND BLOWING! MOVIE R... The Matrix Reloaded (2003) Movie Reaction: • THE MATRIX RELOADED (2003) IS FREAKIN' EPI... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Now caught up w/ the Wachowskis' seminal 1999 Sci-Fi Classic & its sequel, Tara & Aaron are plugging BACK in to complete the original Matrix Trilogy, giving their The Matrix Revolutions Reaction, Recap, Commentary, Analysis, Breakdown, & Spoiler Review!! Tara Erickson & Aaron Alexander react to The Matrix Revolutions (2003), the explosive and visually ambitious finale of the Wachowskis' groundbreaking cyberpunk trilogy. Blending philosophy, war-scale action, and mind-bending sci-fi concepts, the third film brings Neo's journey toward destiny and sacrifice to its emotional conclusion. Keanu Reeves (John Wick, Speed) returns as Neo, fighting to save both the human world and the digital Matrix from annihilation. Carrie-Anne Moss (Memento, Jessica Jones) reprises her role as Trinity, whose bond with Neo anchors the trilogy's emotional core. Laurence Fishburne (John Wick: Chapter 4, Apocalypse Now) again commands the screen as Morpheus, facing the possibility that the prophecy may not be what it seemed. Hugo Weaving (V for Vendetta, Lord of the Rings) delivers a chilling final performance as Agent Smith, whose viral replication threatens to consume the entire Matrix. Key supporting performances include Jada Pinkett Smith (Set It Off, Gotham) as the fearless pilot Niobe, Mary Alice (The Matrix Revolutions, The Oracle) as The Oracle, Ian Bliss as the menacing Bane, and Harry Lennix (Man of Steel, The Blacklist) as Commander Lock. Follow Aaron On Instagram: https://www.instagram.com/therealaaronalexander/?hl=en Follow Tara Erickson: Youtube: https://www.youtube.com/@TaraErickson Instagram: https://www.instagram.com/taraerickson/ Twitter: https://twitter.com/thetaraerickson Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
The Oracle of Omaha makes a surprise tech bet - what does Warren Buffett know that the rest of the market doesn’t? Hosted by Michelle Martin with Ryan Huang, we break down the Berkshire Hathaway portfolio twist. What earnings in the week ahead are being watched closely? We dive into a mixed week for US indices and the shifting narratives driving investor positioning. Luxury markets heat up as Bernard Arnault shops Chinese brands in Shanghai. UP or DOWN features Pop Mart’s Labubu, Frasers Property and more. Plus, how the STI is trading today - and your “Last Word” from the global box office.See omnystudio.com/listener for privacy information.
In this week's Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends shaping global markets. With US data delayed after the government shutdown, early indicators point to rising recession risk, weaker labour markets, and falling consumer confidence.AI stocks face renewed volatility as major tech names correct sharply, while Japan's yields surge and China continues to slow. Commodities stay mixed—gold and copper hold firm, oil trades in a tight range, and Bitcoin slips into a bear trend as whale selling accelerates.Key highlights include:✅ 88% of Americans now living in states in recession✅ US foreclosures up 20%; subprime auto delinquencies worst in 30 years✅ China industrial production & investment disappoint✅ UK unemployment rises to 5%; growth slips to 0.1%✅ AI stocks unwind: Oracle –36%, Tesla –15%, CoreWeave –37%✅ Japanese bond yields break to multi-decade highs✅ Dollar-yen breaks out on fears of Japanese credit risk✅ Precious metals spike but broad commodity supercycle unlikely✅ Copper & uranium driven by AI-linked power demand✅ Bitcoin enters bear market; volatility accelerates✅ Central banks: Fed cut odds fall below 50% due to missing data
Sometimes, early success can fool you into thinking you've built the perfect business. That's what happened to Danny Kirk, who launched a software-as-a-service company right after finishing a music degree. He and his co-founder found a great niche, landed a $4,500 sale on a $300 MVP, and took off fast. The catch? Neither of them could actually build the product beyond that first version. They were great at selling and marketing but never filled their technical gap — and that's what cost them. Five years later, they sold the business, while a competitor in the same space sold to Oracle for $200 million. Same idea, different outcome. Here's what Danny learned: Find your missing piece early. Whether it's a technical co-founder, a contractor, or even AI tools to bridge the gap, make sure every critical skill is covered before you scale. Build a team that makes you uncomfortable. The best collaborators are the ones who spot problems you don't want to see and tell you the truth, even when it stings. Reward people who speak up. Create systems or incentives that encourage team members to flag issues — big or small — before they turn into disasters. As Danny put it, success isn't about doing everything yourself. It's about knowing what you can't do, and finding the right people (or tools) to fill that gap. About Danny Kirk Danny Kirk is a classically trained trumpet player, turned entrepreneur and small business owner. He's started and grown multiple companies over the past decade, and now does growth marketing at ReddiReach for startups and SMBs, 500+ and counting. Learn more: https://www.linkedin.com/in/danielpkirk/ https://reddireach.com/ Let's make this a conversation. Leave a comment or voice message with a question, marketing tip or idea for an upcoming show.
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 replace all sorrow with light-hearted fun. Today's Oracle of Motivation: Do you automatically say "I'm sorry" for little things that happen by accident? What if you replace "I'm sorry" with "Surprise!" instead? When you say you're sorry, most often you have no reason to be, and the person you are apologizing to doesn't want you to be sorry either. By saying "surprise," you restore a light-hearted and fun energy to a situation that negativity gremlins might otherwise conquer. Give it a try :) 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 week's episode of WSJ's Take On the Week, co-hosts Gunjan Banerji and Telis Demos discuss the lingering economic impact of the U.S. government shutdown and why a lack of crucial inflation and jobs data is making the outlook murky for the Federal Reserve. Next, Nvidia is set to report its third-quarter earnings this week. And Morgan Stanley estimates that only half of the roughly $3 trillion in global data center spending through 2028 could be funded by projected cash flows. So how are tech companies going to fund the rest? Then after the break, Telis is joined by Guy LeBas, chief fixed income strategist at wealth management and investment banking firm Janney Montgomery Scott, to explore how the AI revolution will be financed. Oracle, Meta and Google parent Alphabet have made bond offerings valued in the tens of billions. LeBas explains that the trillions needed to help fund data centers will force tech hyperscalers to issue massive new debt, potentially increasing the size of the corporate bond market by 20% a year. And he talks about whether the AI bubble could find its way into the bond market. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. As we look ahead to 2026, what major economic, markets or finance question is top of mind for you? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Who Will Pay for the AI Revolution? Retirees Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? Meta Finishes Jumbo Bond Sale; Yield Climbs While Stock Slides BlackRock Among Biggest Investors in Meta's Giant Data-Center Debt Deal AI Borrowing Floods Debt Markets Big Tech Is Spending More Than Ever on AI and It's Still Not Enough Oracle's $18 Billion Bond Sale Meets Strong Investor Demand For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Gunjan Banerji here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
THE BATTLE OF ZION & NEO'S ULTIMATE SACRIFICE!! The Matrix: Reloaded Full Movie Reaction Watch Along: / thereelrejects Download PrizePicks today at https://www.prizepicks.onelink.me/LME... & use code REJECTS to get $50 instantly when you play $5! The Matrix (1999) Movie Reaction: • THE MATRIX (1999) IS MIND BLOWING! MOVIE R... The Matrix Reloaded (2003) Movie Reaction: • THE MATRIX RELOADED (2003) IS FREAKIN' EPI... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Now caught up w/ the Wachowskis' seminal 1999 Sci-Fi Classic & its sequel, Tara & Aaron are plugging BACK in to complete the original Matrix Trilogy, giving their The Matrix Revolutions Reaction, Recap, Commentary, Analysis, Breakdown, & Spoiler Review!! Tara Erickson & Aaron Alexander react to The Matrix Revolutions (2003), the explosive and visually ambitious finale of the Wachowskis' groundbreaking cyberpunk trilogy. Blending philosophy, war-scale action, and mind-bending sci-fi concepts, the third film brings Neo's journey toward destiny and sacrifice to its emotional conclusion. Keanu Reeves (John Wick, Speed) returns as Neo, fighting to save both the human world and the digital Matrix from annihilation. Carrie-Anne Moss (Memento, Jessica Jones) reprises her role as Trinity, whose bond with Neo anchors the trilogy's emotional core. Laurence Fishburne (John Wick: Chapter 4, Apocalypse Now) again commands the screen as Morpheus, facing the possibility that the prophecy may not be what it seemed. Hugo Weaving (V for Vendetta, Lord of the Rings) delivers a chilling final performance as Agent Smith, whose viral replication threatens to consume the entire Matrix. Key supporting performances include Jada Pinkett Smith (Set It Off, Gotham) as the fearless pilot Niobe, Mary Alice (The Matrix Revolutions, The Oracle) as The Oracle, Ian Bliss as the menacing Bane, and Harry Lennix (Man of Steel, The Blacklist) as Commander Lock. Follow Aaron On Instagram: https://www.instagram.com/therealaaronalexander/?hl=en Follow Tara Erickson: Youtube: https://www.youtube.com/@TaraErickson Instagram: https://www.instagram.com/taraerickson/ Twitter: https://twitter.com/thetaraerickson Intense Suspense by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... Support The Channel By Getting Some REEL REJECTS Apparel! https://www.rejectnationshop.com/ Follow Us On Socials: Instagram: https://www.instagram.com/reelrejects/ Tik-Tok: https://www.tiktok.com/@reelrejects?lang=en Twitter: https://x.com/reelrejects Facebook: https://www.facebook.com/TheReelRejects/ Music Used In Ad: Hat the Jazz by Twin Musicom is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Happy Alley by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/... POWERED BY @GFUEL Visit https://gfuel.ly/3wD5Ygo and use code REJECTNATION for 20% off select tubs!! Head Editor: https://www.instagram.com/praperhq/?hl=en Co-Editor: Greg Alba Co-Editor: John Humphrey Music In Video: Airport Lounge - Disco Ultralounge by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Ask Us A QUESTION On CAMEO: https://www.cameo.com/thereelrejects Follow TheReelRejects On FACEBOOK, TWITTER, & INSTAGRAM: FB: https://www.facebook.com/TheReelRejects/ INSTAGRAM: https://www.instagram.com/reelrejects/ TWITTER: https://twitter.com/thereelrejects Follow GREG ON INSTAGRAM & TWITTER: INSTAGRAM: https://www.instagram.com/thegregalba/ TWITTER: https://twitter.com/thegregalba Learn more about your ad choices. Visit megaphone.fm/adchoices
Your weekly reading is here. We are one week into the Mercury retrograde. There is a Mercury Cazimi on the 20th, which is a moment of surfacing while the sun and Mercury is in alignment. It's a good target to do any legal signing or contracts. As we don't fear retrogrades, we live life, we can't always plan when these things need to happen. Have a good week
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: Every breath I take is a chest full of treasure! Today's Oracle of Motivation: How often do you take a break from the competitive sport of life and gaze into the sky? The gift of your life is a beautiful trophy, and YOU get to cherish the treasure. During the day, you are blessed with a giant ball of fire recharging your battery and lighting your way. When you get to dance with dusk in her dark, speckled dress, under a million candles that guard you while you rest. Your next breath is much more valuable than your next paycheck. Don't get buzzed up in a lifelong competition to win the "Busiest Bee" trophy. The cost to play is awfully high, and you already have the ultimate prize! 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!
This is a recap of the top 10 posts on Hacker News on November 14, 2025. This podcast was generated by wondercraft.ai (00:30): I think nobody wants AI in Firefox, MozillaOriginal post: https://news.ycombinator.com/item?id=45926779&utm_source=wondercraft_ai(01:52): AI World ClocksOriginal post: https://news.ycombinator.com/item?id=45930151&utm_source=wondercraft_ai(03:15): AGI fantasy is a blocker to actual engineeringOriginal post: https://news.ycombinator.com/item?id=45926469&utm_source=wondercraft_ai(04:38): The disguised return of EU Chat ControlOriginal post: https://news.ycombinator.com/item?id=45929511&utm_source=wondercraft_ai(06:00): Being poor vs. being brokeOriginal post: https://news.ycombinator.com/item?id=45928912&utm_source=wondercraft_ai(07:23): Bitchat for Gaza – messaging without internetOriginal post: https://news.ycombinator.com/item?id=45929358&utm_source=wondercraft_ai(08:46): Show HN: Epstein Files Organized and SearchableOriginal post: https://news.ycombinator.com/item?id=45931331&utm_source=wondercraft_ai(10:09): Oracle hit hard in Wall Street's tech sell-off over its AI betOriginal post: https://news.ycombinator.com/item?id=45927435&utm_source=wondercraft_ai(11:31): 'No One Lives Forever' turns 25 and you still can't buy it legitimatelyOriginal post: https://news.ycombinator.com/item?id=45928492&utm_source=wondercraft_ai(12:54): A race condition in Aurora RDSOriginal post: https://news.ycombinator.com/item?id=45929921&utm_source=wondercraft_aiThis is a third-party project, independent from HN and YC. Text and audio generated using AI, by wondercraft.ai. Create your own studio quality podcast with text as the only input in seconds at app.wondercraft.ai. Issues or feedback? We'd love to hear from you: team@wondercraft.ai
Join Jim and Greg for the Friday 3 Martini Lunch as they dig into President Trump reducing several key tariffs, Megyn Kelly's confounding comments about Jeffrey Epstein, and Sen. John Fetterman how criticism he gets from the left is far worse than what he hears from the right. First, they welcome President Trump's decision to lower tariffs on coffee, bananas, and other major imports from four Latin American nations. Jim sees this as a quiet admission that tariffs have been driving up prices. They also hope this signals a broader push to ease the cost of living in this country. Next, parents may want the kids out of the room for this segment. Jim and Greg react to Megyn Kelly saying a source close to the Jeffrey Epstein case believes Epstein was not technically a pedophile because he preferred "barely legal" girls around fifteen years old instead of pre-pubescent victims. Jim and Greg are horrified by multiple aspects of her statement and discuss the Trump administration's terrible handling of this issue.Finally, they highlight Pennsylvania Sen. John Fetterman saying there is no comparison between the vitriol he receives from the right and the left. Fetterman says angry Republicans call him names, while the left openly wishes for his death. We are not the same. Please visit our great sponsors:OneSkin uses the patented OS-01 Peptide™ designed to keep skin healthier, stronger, and more resilient over time. Get 15% off OneSkin with the code 3ML at https://www.OneSkin.co/3ML Try the Oracle Cloud Infrastructure for free with zero commitment by visiting https://Oracle.com/Martini today!Open a new qualified IRA or cash account with Noble Gold and get a free 10-ounce Silver Flag Bar plus a Silver American Eagle Proof Coin—visit https://NobleGoldInvestments.com/3ML
Today's Post - https://bahnsen.co/3LGaAg6 AI Investing Bubble: Unpacking the Risks and Realities In this week's episode of Dividend Cafe, host David Bahnsen discusses the potential investment bubble surrounding artificial intelligence (AI). Bahnsen explores the phenomenon that started with the rise of ChatGPT in late 2022 and analyzes its implications for investors. He cautions against the euphoria-driven market, emphasizing the risks of high volatility and speculative investments in AI companies like Nvidia and Oracle. Bahnsen underscores the importance of adhering to sound investment principles and avoiding the pitfalls of chasing short-term gains in the overheated AI sector. 00:00 Introduction to This Week's Topic 01:06 The AI Bubble: A Growing Concern 06:37 Mathematical Fundamentals and Market Volatility 13:34 Historical Context and Future Implications 28:02 Conclusion and Investment Principles Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Oracle's enormous borrowing to fund a push into artificial intelligence computing has spooked investors, Sir Jim Ratcliffe's heavily indebted empire, Ineos, is under increasing financial pressure, and we take a look at a glaring hole in US inflation data. Plus, the FT's Sonja Hutson reports back from Bethlehem, Pennsylvania, as part of a new FT series. Mentioned in this podcast:Oracle hammered in tech sell-off over its huge AI betIneos debt sell-off accelerates amid fears over European chemicals sector‘Big Short' investor Michael Burry to close hedge fund as he warns on valuationsThe Bethlehem Project: An immigration raid divides a communitySubscribe to the Swamp Notes podcastToday's FT News Briefing was produced by Henry Larson, Victoria Craig, Sonja Hutson, and Marc Filippino. Our show was mixed by Kelly Garry. Additional help from David da Silva. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Today, we cover the very ugly day for US equity markets, with the selling quite broad, but most concentrated in AI-related and crypto-related names as the latter is in a real funk and suggests poor liquidity. With Saxo Equity Strategist Ruben Dalfovo, we pick out several names to discuss including Oracle and Disney. Also, we look to next Wednesday's Nvidia earnings report as the next critical event risk for this market, noting other big retail names reporting in the US as well, including Walmart. Macro, FX and more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
A volatile week in markets as Mackenzie Sigalos breaks down the big crypto selloff and Steve Liesman explains the Fed's dilemma. Sam Stovall of CFRA and Jose Rasco of HSBC analyze market reactions, while Seema Mody highlights the GPU-driven tech selloff and debates over Oracle and CoreWeave valuations. Futurm's Daniel Newman on how this week fits into the broader AI narrative. Katie Stockton of Fairlead walks through the technical on Nvidia, VIX and more. Courtney Reagan discusses Walmart's new CEO. Finally, Adam Crisafulli of Vital Knowledge previews next week's market catalysts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Jennifer Coates returns to help me explore the spookily wonderful topic of Women Mystics and their connection to art and artists. In Part 1, we cover mystics from the Pythia of Ancient Greece to ecstatic visionaries like Hildegard von Bingen of the late Medieval era.P.S.: Keep an eye out for Part 2 where we dip into our fave 20th-century mystical artists.Ancient Mystics mentioned: The Pythia, priestesses of Apollo and the women behind the Oracle at Delphi (Greek) and the process of Dream Incubation by the Dream Oracles (Greek)Pythia/Oracle of Delphi deep dive (thanks, Gary!): 1. https://tinyurl.com/y8798eap2. https://tinyurl.com/4vxkcsnu3. https://tinyurl.com/mtz3rn24Medieval Mystics mentioned: Joan of Arc, Christine Carpenter (Anchoress), Julian of Norwich (Anchoress), Margery Kempe, Birgitta of Sweden, Teresa of Avila, Hildegard of Bingen and her artworks "Scivias 2.1: The Redeemer," "Scivias 1.6: The Choirs of Angels," "Book of Divine Works, Part 2, Vision 1: The Parts of the Earth: Living, Dying, and Purgatory" 1150-1230 and song "O Viridissima Virga" /“O branch of freshest green”Medieval Illuminator mentioned: Sibylla von Bondorf and her painting, "St Clare and a Group of Nuns Mourning St Francis of Assisi" 1478Films mentioned: "Anchoress" 1993, "Vision: From the Life of Hildegard von Bingen" 2009 starring Barbara Sukowa, dir by Margarethe von Trotta Book mentioned: "Medieval Women: Voices & Visions," ed by Eleanor Jackson and Julian HarrisonPotpourri: Jennifer's morbidanatomy.org class "Sensing the Supernatural Dead" taught by Jamie L. BrummittThanks so much to my guest cohost, Jennifer Coates! Find her online: web and IGThanks to you for listening!~~~Visit Glögg Glǒgg, a pop up art faire, Dec 12-14 in Woodstock NY! More info: https://gloggglogg.my.canva.site/ or on IG at @glogg_glogg~~~All music by Soundstripe----------------------------Pep Talks on IG: @peptalksforartistsPep Talks Website: https://www.peptalksforartists.com/Amy, your beloved host, on IG: @tallutsAmy's website: https://www.amytalluto.com/Pep Talks on Art Spiel as written essays: https://tinyurl.com/7k82vd8sBuyMeACoffee Donations always appreciated!
Join Jim and Greg for the Thursday 3 Martini Lunch as they celebrate the end of a pointless government shutdown, blast United Nations Secretary-General Antonio Guterres for trying to silence free speech online, and recoil at how shockingly bad college students have become at math.First, Jim and Greg applaud the House vote to end the government shutdown, rip Democrats for their six weeks of incoherent grandstanding, and look ahead to late January when this may happen all over again.Next, they unload on Secretary-General Guterres for claiming online “disinformation and misinformation” are poisoning discourse and insisting that tech companies have a responsibility to crack down on speech that supposedly distorts the facts. Guterres says this speech he doesn't like is hampering the UN's ability to enact its climate agenda. Well, that's a shame. Jim not only defends free speech but points out that the UN should not be involved in this debate at all.Finally, they shudder as college professors warn that incoming students are much worse at math than ever before. One study finds fewer than 20 percent can handle middle school–level math, and many struggle with even the most basic concepts. Jim and Greg consider how so many young adults made it to college so poorly prepared.Please visit our great sponsors:Get 10% off your first month of BetterHelp by visiting https://BetterHelp.com/3ML today!OneSkin uses the patented OS-01 Peptide™ designed to keep skin healthier, stronger, and more resilient over time. Get 15% off OneSkin with the code 3ML at https://www.OneSkin.co/3ML Try the Oracle Cloud Infrastructure for free with zero commitment by visiting https://Oracle.com/Martini today!
What does it really take to launch a big idea? One that can change your career, business, or even the world? Is being a visionary enough, or is there a hidden formula for success? Guest Jen Kem says it's all about building the right "unicorn team." But here's the twist: even if you're a solopreneur or running a small business—like me—this book is still for you. Jen's framework isn't about having a massive team; it's about understanding the roles and energies you bring to your work and how to fill in the gaps to achieve success faster and with less burnout.Jen is a brand strategist, entrepreneur, and author of Unicorn Team: The Nine Leadership Types You Need to Launch Your Big Ideas with Speed and Success. With a career working on iconic initiatives for companies like Microsoft, Coca-Cola, and Oracle, she's now revealing how big ideas succeed—not just through visionaries, but through the right mix of leaders who execute and get results.We'll learn how to identify your own leadership type, how even a solo effort can become a "team" by leveraging the right resources, and hear the inspiring story of how a small team at Moderna outpaced industry giants to lead the charge on a life-saving vaccine. Hosted on Acast. See acast.com/privacy for more information.
Join Jim and Greg for the Wednesday 3 Martini Lunch as they weigh in on EPA Administrator Lee Zeldin blasting Gov. Gavin Newsom and Los Angeles Mayor Karen Bass for their incompetence concerning the California wildfires, housing officials repeating the mistakes that led to the 2008 financial crisis, and Michigan's “Mamdani” trying to erase his radical record.First, they applaud Zeldin for imploring Newsom and Bass to get to work to help people rebuild after the wildfires. Jim notes that less than one percent of those who lost homes or businesses have received permits to rebuild, even after nearly a year. They also consider how this glaring failure could hurt Newsom's presidential ambitions.Next, they facepalm as Fannie Mae removes a minimum credit score needed to be approved for housing loans. Yes, buying a home is really tough for a lot of people right now, but Jim and Greg recall how giving mortgages to people who clearly could not afford them led to economic disaster just 17 years ago.Finally, they highlight Michigan Democratic Senate candidate Abu El-Sayed deleting past anti-police and anti-border agent posts in an attempt to hide his radical views. El-Sayed once called police “standing armies we deploy against our own people” and smeared border agents as “white supremacists.” El-Sayed is very competitive in a three-candidate race for the party's nomination.Please visit our great sponsors:Get 10% off your first month of BetterHelp by visiting https://BetterHelp.com/3ML today!OneSkin uses the patented OS-01 Peptide™ designed to keep skin healthier, stronger, and more resilient over time. Get 15% off OneSkin with the code 3ML at https://www.OneSkin.co/3ML Try the Oracle Cloud Infrastructure for free with zero commitment by visiting https://Oracle.com/Martini today!
This week on The Broski Report, Fearless Leader Brittany Broski recaps a recent girls trip, reads her own Oracle cards, and hosts book club. Watch The Broski Report AD FREE: https://patreon.com/broskireport The OFFICIAL Songs of The Week Playlist: https://open.spotify.com/playlist/3ULrcEqO2JafGZPeonyuje?si=061c5c0dd4664f01