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The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Matan Grinberg is the Founder and CEO @ Factory, an AI research lab, bringing autonomy to software engineering. Matan has raised over $220M for the company from the likes of Sequoia, Khosla, NEA, Evantic and 20VC. Last round valued the company at a whopping $1.5BN. AGENDA: 00:00 – Why AI Means Everyone Will Become a Builder 04:55 – Will AI Finally Break the 200-Year GDP Growth Ceiling? 06:45 – The Rise of the 100x Engineer & Load-Bearing Talent 08:00 – The New Executive Job: Allocating Tokens Like Capital 10:35 – Kirkland's $500M AI Bet: Brilliant or Delusional? 12:45 – The AI Value War: Models vs Applications vs Infrastructure 18:45 – Token Maxing, AI Hangovers & The Coming ROI Reckoning 22:00 – Why AI Spend Could Soon Exceed Developer Salaries 24:00 – Open Source Can Already Replace 80–90% of Frontier Model Work 28:00 – What Makes a Great Engineer in the Age of Agents? 35:00 – Jobs That Will Disappear First Because of AI 40:00 – Why Matan Isn't Worried About AI Taking Jobs Long-Term 46:00 – From String Theory to Startup Founder: The Sequoia Origin Story 52:00 – The Meeting That Led to Sequoia's First Check 58:00 – Why America's Lack of Frontier Open Models Is Embarrassing 1:08:00 – What Matan Looks for in Every New Employee 1:12:00 – Why Elite Companies Will Treat Employees Like NBA Athletes 1:16:00 – The Most Important Prediction Matan Has Changed His Mind On
AI Applied: Covering AI News, Interviews and Tools - ChatGPT, Midjourney, Runway, Poe, Anthropic
In this episode, we look at whether the AI layoff apocalypse is real or exaggerated as companies rethink hiring, automation, and productivity. We also explore what the current wave of AI anxiety says about the future of work and which jobs may actually change the most. Get the top 80+ AI Models for $8.99 at AI Box: https://aibox.aiConor's AI Course: https://www.ai-mindset.ai/coursesGet the AI Chat Daily Newsletter: https://www.aichatdaily.com/newsletter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Are AI data center environmental worries overblown? Guest: David Clement, North American Affairs Manager at the Consumer Choice Center Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to the official podcast of Roast Battle League NYC with hosts Dan Wickes and Scott Hall. Guest JP MCDADEJP McDade pulls back the curtain on writing for The Roast of Kevin Hart. From behind-the-scenes roast writing to the internet backlash, controversy, and debate over where comedy “crosses the line,” this episode gets into everything people are arguing about right now.Was the roast hilarious? Too far? Overblown backlash? We break down the jokes, the writers' room, Shane Gillis, Tony Hinchcliffe, Netflix, and why the internet can't stop talking about it. 00:00 - Introduction & The "Lost Tapes" with JP McDade 02:10 - JP's Semi-Retirement from Roast Battling 04:40 - Writing for the Roast of Kevin Hart 06:15 - Backstage with Shane Gillis08:25 - Deep Dive: The History of New York Roast Battles 11:15 - Colin Quinn & the Genius of "Cop Show" 12:50 - The Art of Hosting: Shane Gillis at the Roast 14:00 - The Reality of Comedy Writer Rooms 40:05 - Cheryl Underwood & Breakout Stars of the Night 43:00 - Genuine Animosity vs. Roast "Kayfabe" 48:00 - Sentimental Moments with the Roast Writing Crew 51:15 - Building the Roasted New York Community 53:15 - Audience Q&A: Favorite Jokes & Writing Secrets 1:01:05 - Worst of the Week 1:12:00 - Final Plugs & Upcoming Shows
(No Brian today) Things Discussed: Dusty: Are the Magic a threat? Is the NBA a threat? Eventually. If they come at him like the Chargers came at Harbaugh, but May isn't there, has zero indication he wants to leave now. Sam shares how the whole Juke Harris thing went down. Shares Xavier Stanton was coming to Michigan at one point. Michigan's admissions policy: Get the best. Standing on 60 credits as THE LINE between academics and not. During break: Skyler Bell's recruitment relived. He was right to stay at UConn. Bryce concern: Overblown. Spring game was hardly representative. Some concern, though, because it's important to develop him and he looked like he lost a year of development. Passing game needs to be better. If he's not a better passer they're doomed in 2027.
Do headlines about AI, jobs, and markets feel overwhelming? Let this episode of the Retire Sooner Podcast help put things into perspective, using real data and relatable scenarios to connect today's trends with everyday financial decisions. • Rethink college graduate unemployment and see how AI may be shaping hiring, with recent data pointing to more stability than disruption. • Put the U.S. job market in context by examining constant turnover, career shifts, and ongoing opportunity. • Consider what a midlife career change might look like while factoring in updated 529 plan rules that may offer more flexibility. • Clarify Roth IRA and Roth 401(k) rules to help keep timelines intact and simplify account management. • Assess the U.S. dollar's global role and why it continues to anchor trade and reserves despite the noise. • Look inside mutual funds and ETFs to better understand what you own, while keeping diversification and allocation in focus. • Map out retirement income by considering dividends, distributions, and multiple cash flow sources working together over time. Listen to the Retire Sooner Podcast to hear Wes Moss and Christa DiBiase bring these topics to life with clarity and context. Subscribe for more grounded conversations designed to help support thoughtful, long-term financial decision-making. Learn more about your ad choices. Visit megaphone.fm/adchoices
Are Meteorologists and the National Weather Service overdoing it with all of the tornado warnings this spring? Kansas State Senator Mike Thompson joins Pete Mundo to discuss! See omnystudio.com/listener for privacy information.
As the country battles a budding blackmarket of illicit tobacco, concerns are being raised the issue is being overblown by interest groups. RNZ has been investigating black market cigarettes and tobacco being sold over the counter, without any of the mandated health warnings and for a fraction of the cost of retail brands. Authorities are calling for a crack down on those selling the smokes illegally, but say they still don't know how big the market is. Meanwhile, those with ties to the tobacco industry say the warnings must be heeded. Finn Blackwell has more.
When does training become trickery become manipulation?In Episode #519 of 'Meanderings', Juan and I discuss: the messy art of celebrating wins, the difference between admiration and genuine celebration, how expectations can warp our enjoyment of milestones, how to separate rewards from celebrations, why minimum thresholds matter, and how to design simple, sustainable rituals that create real memories and why routine can quietly erase the impulse to recognise achievements. Stan Link: https://stan.store/meremortalsTimeline:(00:00:00) Intro(00:02:00) State of the podcast: cadence, book reviews, life updates(00:03:45) Milestones hit but rarely celebrated: listens, views, totals(00:06:50) From optimisation to ease: audio quality, AI cleanup, and routines(00:10:40) Gratitude for better gear versus big milestone parties(00:13:44) Tiny rewards after effort: beer in the shower and habit loops(00:16:56) Long‑term mindset: willpower, running mileage, and durable rewards(00:21:58) Birthdays, experiences, and low‑key celebrations for others(00:24:52) Do milestones create memories worth keeping?(00:30:00) Expectations shape feelings: two athletes, same silver, different joy(00:32:14) Should celebration be separate from expectations?(00:35:15) Rewarding effort vs outcome: half marathon thought experiment(00:40:05) Positive manipulation, parenting and intent behind rewards(00:44:45) Overblown rewards backfire: the doughnut race cautionary tale(00:47:56) Ritualising post‑run rewards without overdoing it(00:51:41) Wrap‑up: goals for next week and tongue‑in‑cheek yacht plans(00:55:18) Closing thanks and sign‑off Connect with Mere Mortals:Website: https://www.meremortalspodcasts.com/Discord: https://discord.gg/jjfq9eGReUTwitter/X: https://twitter.com/meremortalspodsInstagram: https://www.instagram.com/meremortalspodcasts/TikTok: https://www.tiktok.com/@meremortalspodcastsValue 4 Value Support:Boostagram: https://www.meremortalspodcasts.com/supportPaypal: https://www.paypal.com/paypalme/meremortalspodcast
This week, we detail YouTube's upcoming price increase across all U.S. YouTube Premium plans, Sling TV's new $20 monthly plan that includes ESPN, and FOX's announcement that it will shut down the Fox Sports app for smart TVs and connected devices. We also discuss Fubo's newly released set of long-term financial targets, which projects positive free cash flow by fiscal 2027, and why the news that the DOJ is exploring whether the NFL is engaging in anti-competitive tactics isn't a surprise.Finally, we discuss AI news, including Amazon's newly released revenue data for its AI business, which shows AWS's AI revenue run rate is over $15 billion. We break down Amazon's plans to double its total power capacity by the end of 2027, its $20 billion in revenue for its chip business, and its stated model of investing disproportionately behind what matters and pulling back when something isn't working.Podcast produced by Security Halt Media
Markets feel shaky, but the S&P 500 is still near all-time highs. Zaid sits down with Jason Ware, Portfolio Manager at Albion Financial, to break down the disconnect—from the software selloff and AI fears to the rotation out of Big Tech. They debate whether the panic around AI “killing software” is overblown and whether this dip is actually a buying opportunity. Plus, they discuss what Meta's AI push, the “Trump put,” and a more hawkish Fed could mean for stocks from here.
What happens when a seven-time Emmy winner realizes his audio isn't good enough? We're re-releasing this episode with CBS Sunday Morning correspondent, Emmy Award winner, and New York Times bestselling author David Pogue to celebrate his new book, Apple: The First 50 Years, which recently debuted on the NYT Best Sellers list. In this conversation, David joins George the Tech to break down how his echoey home office got upgraded to broadcast-ready sound—without a booth—and why most people misunderstand how to fix bad audio. You'll also hear about his years covering tech for The New York Times, and why he's turning down voice-cloning deals in the age of deepfakes. If you record from home—or care about where tech is headed—this episode hits both. Timeline 00:00 — Big Question: AI Utopia or Dystopia? 00:30 — Introducing David Pogue 03:30 — What He Actually Does Day-to-Day 07:00 — His Music Background (Broadway → Now) 10:00 — The Windsor Castle Story 16:30 — Why He Needed Help With Audio 18:30 — The Big Misconception: “Just Get a Booth” 21:00 — The Facebook Thread That Changed Everything 23:00 — The Actual Fix 25:30 — The Last 5%: Clarity VX 28:00 — Workflow Friction (Final Cut Issue) 31:00 — Broadcast Reality vs Perfectionism 34:00 — The Challenge of Great Audio + Great Video 36:30 — The “Perfect Zoom Background” Problem 40:00 — AI Tools He Actually Uses 43:30 — Deepfakes: Real Risk or Overblown? 47:00 — Turning Down Voice Cloning Offers 50:00 — AI Lawsuits + Ownership Questions 54:00 — Where to Follow David Pogue
A controversial clip puts Cam Skattebo in the spotlight after comments about CTE and asthma lead to backlash and a public apology. Evan Roberts and Tiki Barber unpack the full context, debating whether it was an ill-advised attempt at humor or a genuinely ignorant remark—and whether the reaction online went too far. The discussion branches into broader themes of accountability, intent, and how quickly narratives spiral on social media. From there, the show pivots into Giants draft buzz and the lingering impact of past decisions like Saquon Barkley, before touching on Yankees roster dilemmas, blocked prospects, and a few unexpected moments that keep the conversation lively and unpredictable.
Everyone's saying AI will kill SaaS — but is the SaaSpocalypse actually real, or just the latest wave of disruption that enterprise software has survived before? If you're a SaaS founder or operator watching vibe-coded apps spin up overnight, the fear is real. But the narrative is missing something critical: enterprise software isn't just code, and the moats that protect your ARR aren't going away anytime soon. Understanding what actually protects your revenue — and what doesn't — is the difference between panic and a clear-headed strategy. Here's what will you'll learn in episode #361 with Ben Murray. Why enterprise software is far more than code — compliance infrastructure, security, governance, SLAs, and integrations take years to harden, and a weekend project won't replace that How your proprietary data moat is actually becoming more powerful in the AI era, not less — and why AI agents without that data context are starting from zero Why switching costs remain one of the strongest SaaS defensibility factors — and why even AI-native alternatives face massive operational barriers to displacement The real operational commitment behind SaaS that vibe-coded tools can't replicate: customer support, product development, distribution, and long-term value delivery Why internal vibe-coded tools face their own adoption ceiling — from data security concerns to IT compliance — so enterprise spend isn't fleeing as fast as the hype suggests Tune in for the full bull case on SaaS survival — and get the frameworks from Ben's SaaSpocalypse blog post linked in the show notes. Resources Mentioned Ben's SaaSpocalypse Blog Post + Defensibility Frameworks: https://www.thesaascfo.com/the-saaspocalypse-ai-agents-vibe-coding-and-the-changing-economics-of-saas/
Eliot Shorr-Parks joins the WIP Afternoon Show to discuss A.J. Brown, Joe vs. Jack, the Philadelphia Eagles' new free agent moves, and more!
(00:00) Zolak & Bertrand start the third hour by reacting to Jaylen Brown's ejection from Celtics-Spurs last night.(14:36) We go back and forth with callers on the Jaylen Brown ejection last night.(21:32) The crew breaks down the latest about the World Baseball Classic, trying to comprehend why Mark DeRosa thought Team USA clinched See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Montana's top health official pushed back on allegations that a new mental health facility will harm Laurel residents' quality of life. Residents have questioned the facility since it was proposed late last year.
The crew debate if the Jays will be able to coexist now that Tatum is back and how long they will both be here for. Coco cannot believe this is still a conversation.
Jimmy's Monologue - Frenzy over gas prices is overblown Learn more about your ad choices. Visit podcastchoices.com/adchoices
The guys dive into the debate around Reed Sheppard's defense and ask whether the criticism of his defensive ability is overblown or a legitimate concern.
In today's Tech3 from Moneycontrol, we begin with the Tata Sons board deferring discussions on N Chandrasekaran's third term after concerns raised by Noel Tata. We then unpack the sharp sell-off in IT stocks amid fresh AI disruption fears and HCLTech CEO C Vijayakumar's response. Also on the show, senior exits and layoffs at Livspace, how SEBI's rules are reshaping the finfluencer economy, and LAT Aerospace's first acquisition backed by Deepinder Goyal.
Created By: Yariv Wolok & Vasili Gianarakos Music By: Jay Lubes Website: https://www.flyersnittygritty.com SportSpyder: https://sportspyder.com/nhl/philadelphia-flyers/news?eid=2340
Eric Zorn, Publisher of The Picayune Sentinel, joins John Williams to talk about the death of civil rights giant Rev. Jesse Jackson, Darren Bailey scolding the GOP for body-shaming Governor Pritkzer, and why he feels the Nancy Guthrie media coverage is being way overblown.
Eric Zorn, Publisher of The Picayune Sentinel, joins John Williams to talk about the death of civil rights giant Rev. Jesse Jackson, Darren Bailey scolding the GOP for body-shaming Governor Pritkzer, and why he feels the Nancy Guthrie media coverage is being way overblown.
Eric Zorn, Publisher of The Picayune Sentinel, joins John Williams to talk about the death of civil rights giant Rev. Jesse Jackson, Darren Bailey scolding the GOP for body-shaming Governor Pritkzer, and why he feels the Nancy Guthrie media coverage is being way overblown.
Is Ares Capital (ARCC) still a buy as interest rates fall? In this video, I break down my recent purchase of ARCC at $18.99 and why I view this BDC (Business Development Company) as a long-term "income factory." While many investors fear that Fed rate cuts will hurt dividend stocks, I dive into the Q4 2025 earnings report to show you the "spillover income" safety net, the 108% dividend coverage, and why ARCC's floating-rate debt structure protects its margins. We compare ARCC's total return to the S&P 500, showing that reinvesting dividends (DRIP) is the key to outperforming the market with high-yield stocks. Whether you are a passive income seeker or a dividend growth investor, learn why ARCC's 10% yield and 1.8% non-accrual rate make it one of the safest high-yield investments in 2026. [Link to YouTube Video]ARCC Q425 Investor PresentationDapper Dividends Recommendation Tracker SpreadsheetCheck out my current portfolio on
Ed and Simon are joined by Giles Thorne (Head of European Internet Research at Jefferies) to discuss the threat posed to real estate portals by AI.They explore investment strategies, the role of private equity, and the influence of major players like Google. The conversation emphasises the need for progressive management and the potential for M&A activity to reshape the industry. The episode concludes with a framework for evaluating real estate platforms and insights into the future of the market.Chapters00:00 Introduction to the PPW Pod and Guests04:01 The Threat of AI to Real Estate Marketplaces09:37 Data's Role in Real Estate Platforms12:25 The Importance of Local Data and Insights15:29 Personalization and User Experience in Real Estate19:24 Investment Strategies and Market Dynamics23:25 Class Action Lawsuit Against Rightmove33:21 Framework for Assessing AI Threats to Portals35:22 Understanding Market Dynamics in Real Estate Platforms37:48 The Importance of Customer Relationships39:41 Navigating Technological Expectations42:18 Investment Opportunities in Real Estate Stocks45:15 The Role of Private Equity in Market Recovery48:03 The Influence of Analysts on Market Strategies49:01 Google's Impact on Real Estate Portals52:17 M&A Dynamics in Real Estate55:49 The Future of Under-Invested Platforms58:41 The Shift in Investment Strategies01:00:50 Evaluating Market Leaders and Innovators
Craig Carton and Chris “C-Mac” McMonigle dive headfirst into a wild Carton Show segment that spirals from WFAN program director antics on the New Jersey Turnpike to a full-blown debate over John Harbaugh, Giants expectations, and NFC East hierarchy. Craig pushes back hard on Giants celebration day, questions Harbaugh's postseason résumé, trolls Giants fans in peak Carton fashion, and forces C-Mac to lock in a bold prediction: the Giants are the second-best team in the NFC East next season.
6pm: CBS News unveils their new marching orders // A lost generation of news consumers? Survey shows teenagers dislike the news // Conservatives Hit the Roof Over Mamdani’s Inauguration Day Vow to Bring ‘The Warmth of Collectivism’ to NYC // Mamdani Supporters Chant ‘Tax the Rich’ as Bernie Sanders Speaks // John’s New Years Day Cold Plunge // Talking Sports With Ry // Seahawks-49ers tilt has chance to reignite rivalry: ‘Everything is on the line’ // Seahawks emerge as betting favorite for Super Bowl // The overblown reaction to John’s upcoming facelift
Jeanette Gerretty and Chuck Lieberman break down the latest FOMC minutes and assess the rate cut path for 2026. Jeanette wonders what data the Fed will have by their upcoming meeting, with December employment numbers releasing next week and “sketchy” numbers around inflation. She thinks it will be tough for them to do anything but be on pause. Chuck finds parallels to Alan Greenspan's tenure as Fed Chair and notes that jobs only need slight growth to “soak up” the unemployment rate.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Is 2026 the year society finally pushes back against artificial intelligence? In this year's final episode, Paul Roetzer and Mike Kaput explore the immediate future of AGI, analyzing Demis Hassabis's warning of a shift ten times larger than the Industrial Revolution and Shane Legg's prediction of human-level intelligence by 2028. The hosts break down critical developments, including Google's Gemini 3 Flash, OpenAI's staggering valuation talks, and the rise of world models that simulate physical reality. Show Notes: Access the show notes and show links here Click here to take this week's AI Pulse. Timestamps: 00:00:00 — Intro 00:03:27 — AI Pulse 00:07:05 — AI Trends to Watch in 2026 00:31:59 — Demis Hassabis on the Future of Intelligence 00:42:35 — DeepMind Co-Founder on the Arrival of AGI 00:47:53 — Are AI Job Fears Overblown? 00:56:05 — Gemini 3 Flash 00:59:38 — OpenAI Eyes Billions in Fresh Funding 01:02:19 — OpenAI Releases New ChatGPT Images 01:04:18 — Karen Hao Issues AI Book Correction 01:08:18 — AI Keeps Getting Political (Roundup) 01:12:51 — AI World Models 01:17:31 — US Government Launches Tech Force This episode is brought to you by AI Academy by SmarterX. AI Academy is your gateway to personalized AI learning for professionals and teams. Discover our new on-demand courses, live classes, certifications, and a smarter way to master AI. You can get $100 off an individual purchase or a membership by using code POD100 at academy.smarterx.ai. Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy
A bonus pod from Yas and Jim now the dust has settled from Perth's two-day Test and a look ahead to Brisbane.
We hear what the national media had to say about Sam Darnold after Sunday's loss and decide whether it's accurate or overblown. Then, we check in with M's insider Shannon Drayer on the Josh Naylor signing and what other work the Mariners still have to do this offseason.
Eliot Shorr-Parks and Sheil Kapadia react to AJ Brown's comments and wonder how his frustration has affected the Eagles locker room. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
We have nothing to fear but cheese itself! Join us for part 2 of this journey through Hasthi Wand's article "15 Overblown American Fears That Make the Rest of the World Laugh." If you're a Patron, you heard this round last Thursday. If you're not a Patreon, you heard part 1 several months ago. Don't wait for these dramatic conclusions!Please support us on the Beer Thursday Patreon page! Your support helps us continue creating entertaining content and makes you an integral part of our podcast community. We appreciate every one of our Patrons and look forward to sharing more laughs with you.At the $10 level, the next 18 Great Human Beings will get access to the Beer Thursday Facebook group.Never miss an episode, and join our journey to the top by subscribing and leaving a 5-star review on your favorite podcasting app. Your support means the world to us!Here's what our house elf, Artie (not Archie), says about this round: Overblown Fears and Frogs: America's Most Hilarious Paranoias In this hilarious episode of 'Fear Beer,' our hosts dive into part two of their discussion on the mythical ridiculous American fears, leaving the rest of the world laughing at us. With their unique brand of humor, Jay and Shayne explore everything from the dread of walking alone at night to the terror of public restrooms, unpasteurized cheese, and even raw eggs, ensuring you'll be entertained and amused throughout.Jay and Shayne, with their unique blend of humor and relatability, share personal anecdotes of unusual places and situations they've found themselves in, offering listeners an entertaining and insightful perspective. Please tune in for a hearty laugh and an inside perspective on what some people mistakenly think makes us Americans afraid! Round 292!
AI bubble concerns are back amid a rise in AI-exposed companies' valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research's Eric Sheridan and Kash Rangan discuss whether bubble concerns are warranted or overblown. Date of recordings: September 26 and October 30, 2025 The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. Goldman Sachs does not endorse any candidate or any political party. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to Tuesday's Rugby Daily, with Cameron Hill.Coming up today, the latest from the Ireland camp, with a nervy wait for Tadhg Beirne as he appeals his red card against the All Blacks.The thoughts of Andy Dunne and Gerry Thornley on the 26-13 defeat to New Zealand at Soldier Field,And the gloriously petty shadow-boxing between France and South Africa ahead of their clash at the Stade de France on Saturday.Rugby on Off The Ball with Bank of Ireland | #NeverStopCompeting
See omnystudio.com/listener for privacy information.
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Matt Sheehan joins us to discuss MSU's performance against Nebraska. What are the implications for this team, season, and program moving forward. Then we take a walk Off Grand River, and your social media questions.Join us next week on Twitter and IG @spartan_pod and @spartanpod on Bluesky.And watch again on YouTube at https://youtube.com/@spartan_pod
Jones and Keefe got back into the keys to and the importance of keeping Patriots quarterback Drake Maye protected. Before the latest Keefer Madness, the guys discussed the play of the Patriots offense.
In this episode of Excess Returns, we welcome back Cullen Roche of Discipline Funds for an in-depth conversation on the economy, markets, demographics, AI, and investing frameworks. Cullen cuts through the noise to explain the real forces shaping inflation, interest rates, the role of the Federal Reserve, and why he believes the U.S. faces more disinflationary pressures than inflationary risks. We also dive into his “defined duration” investing framework and preview his upcoming work on portfolio strategies.Topics CoveredWhy fears of a looming debt crisis may be misplacedInflation outlook, tariffs, and the Fed's “soft landing” challengeThe importance of Fed independence and risks of politicizationImmigration, demographics, and long-term disinflationary trendsHow AI is reshaping productivity, inequality, and the job marketDefined Duration Investing and asset-liability matchingLessons from all-weather strategies and the Permanent PortfolioCullen's “Forward Cap Portfolio” and future of global marketsTimestamps00:00 – Cullen on debt crisis fears02:32 – State of the U.S. economy post-COVID05:18 – Inflation, tariffs, and shelter costs10:25 – Soft landing vs. rolling recessions14:07 – The Fed's role and impossible job19:25 – National debt and Ray Dalio's crisis warning27:52 – AI boom and disinflationary forces31:01 – Immigration, demographics, and inflation37:23 – Aging population and wealth inequality43:00 – How AI impacts productivity and jobs52:00 – Defined Duration Investing explained1:01:34 – Portfolio strategies: Permanent Portfolio & risk parity1:03:54 – Cullen's “Forward Cap Portfolio”1:06:31 – Closing thoughts and future projects
Tamra's in therapy, Katie's dodging receipts, and the Bravo blogger wars are officially heating up. In this episode of Don't Let It Stu, host Chef Stuart O'Keeffe is joined by pop culture journalist Gibson Johns to break down the Real Housewives of Orange County Season 19 premiere. The duo dives into Tamra Judge's emotional (and controversial) therapy storyline, Shannon Beador's icy tension with the group, and Katie's tangled web of DMs, blogger friendships, and plausible deniability. From Heather Dubrow's $8 million renovation flop to Jenn Pedranti's swimsuit wedding plans and Emily Simpson's vulnerable family moment, Stu and Gibson don't hold back. 00:00 RHOC Season 19 Premiere Recap — Stu & Gibson Dive In 02:56 Reunion Fallout & RHOC Cast Dynamics: Where They Stand Now 05:55 Tamra's Therapy Scene — Growth or Just for Show? 09:01 Blogger Drama, Nanny Receipts & Katie's Conspiracy Web 11:59 Golden Door Lunch Turns Into a Blogger Intervention 14:51 Katie's “No Service” Excuse & the Missing DMs 18:25 Emily vs. Katie: Is the Backlash Fair or Overblown? 21:31 The Mean Girl Energy Is BACK on RHOC 24:50 RHOC's Zen Retreat... That Immediately Goes Off the Rails 27:44 Katie's Reputation Crisis & Public Perception Pressure 30:12 Emily's Full List of Allegations — What Is Katie Hiding? 32:29 Season 19 Predictions: Who Will Survive the Blogger Wars? Chef Stu Social - send your questions for “Kitchen Quick Fix” Instagram: ► https://www.instagram.com/chefstuartokeeffe Facebook: ► https://www.facebook.com/chefstuartokeeffe Youtube: ► https://www.youtube.com/chefstuartokeeffe TikTok: ► https://www.tiktok.com/@chefstuart?lang=en Chef Stu's Cookbooks & Seasoning: Quick Six Fix - ► https://amzn.to/49zVeB0 Cook It, Spill It, Throw It: The Not-So-Real Housewives Parody Cookbook - ► https://amzn.to/49A8UMi Chef Stu's Spice Blends - ► https://spicetribe.com/collections/chef-stu Chef Stu's Lovely Seasonings - ►https://chefstuart.com/collections/seasonings Follow Gibson Johns: Instagram: ► https://www.instagram.com/gibsonoma/?hl=en #RHOC #RHOCSeason19 #TamraJudge #ShannonBeador #KatieRHOC #BravoTV #GibsonJohns #DontLetItStu #RealHousewivesRecap Learn more about your ad choices. Visit megaphone.fm/adchoices
07-10-25 - Maryvale Baby Shot Proving Our Point That Girl Goons In Gilbert Are Overblown - John Sides w/Goodyear HOA When Man Fined For Giving Out Free Water To People In His Front YardSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Pittsburgh Steelers brought in Aaron Rodgers on a one-year deal, and the future Hall of Fame QB brought some clarity to the process recently on the Pat McAfee show. It further illustrates how the proverbial "circus" everyone guaranteed if Rodgers signed was severely overblown. That, and the Mailbag Segment, on the Wednesday "Let's Ride" podcast with host Jeff Hartman. This podcast is a part of the Steel Curtain Network, a proud partner of the Fans First Sports Network. Learn more about your ad choices. Visit megaphone.fm/adchoices
(SPOILER) Your Daily Roundup covers the BIP clue from Friday getting overblown, Brittany says Jax lied on WWHL, Kelley Wolf's social media weekend, that AGT audition (you know), and a celebrity divorce that has my wheels turning. Music written by Jimmer Podrasky (B'Jingo Songs/Machia Music/Bug Music BMI) Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
(SPOILER) Your Daily Roundup covers the BIP clue from Friday getting overblown, Brittany says Jax lied on WWHL, Kelley Wolf's social media weekend, that AGT audition (you know), and a celebrity divorce that has my wheels turning. Music written by Jimmer Podrasky (B'Jingo Songs/Machia Music/Bug Music BMI) Learn more about your ad choices. Visit megaphone.fm/adchoices
May's jobs report exceeded expectations, with the economy adding 139,000 jobs, many of which were in the healthcare, leisure, and hospitality industries. While the White House and Wall Street were pleased with these numbers, data from last month showed signs of slowing job growth, possibly indicating that employers are still navigating uncertainties related to tariffs, tax policy, and other factors. Nancy Tengler, the Chief Executive Officer and Chief Investment Officer of Laffer Tengler Investments, joins host Gerri Willis to dig deep into the numbers and explain why the report suggests a recession isn't happening any time soon. She does have some concerns about the direction of the economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices
6.5.25, Kevin Sheehan brings up a football outcome that you probably did not know was possible and talks about the Washington Nationals.
With Max Verstappen admitting that his clash with George Russell in the Spanish Grand Prix was “a move that was not right and shouldn't have happened”, we discuss what that tells us about the four-times world champion in the latest edition of The Race F1 Podcast.Dutch TV commentator Nelson Valkenburg and Scott Mitchell-Malm join Edd Straw to revisit the accident and examine exactly what it is that drives Verstappen to do things like this.We also ask whether criticisms about his failure to live up to role model status and questions about if the FIA stewards should be harsher are valid.There's also the question of how significant, or overblown, this incident is, as well as listener questions about Verstappen's future away from Red Bull and whether he could swap between the A-team and Racing Bulls depending on circuit.LAST CHANCE: Get 75% off your first month of access when you join The Race Members' Club on Patreon. Use the code RACE75 when checking out - offer ends Wednesday 4th June! Hosted on Acast. See acast.com/privacy for more information.