Podcasts about oversupply

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Best podcasts about oversupply

Latest podcast episodes about oversupply

Cleaning Up. Leadership in an age of climate change.
Demand Destruction & Oversupply: How Gas Prices Are Reshaping The World | Ep236: Seb Kennedy

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Dec 3, 2025 68:43


What happens when a nation's energy security rests on volatile global gas markets? Why does the UK pay market prices for some of the world's cheapest-to-produce gas? And is now the moment to rethink decades of “leave it to the market” dogma?This week on Cleaning Up, Baroness Bryony Worthington sits down with Seb Kennedy, energy journalist and founder of Energy Flux, to unpack the turbulent geopolitics of natural gas, the coming LNG glut, and why the UK–Norway relationship sits at the heart of Britain's energy affordability crisis.Drawing on their recent joint op-ed, Bryony and Seb explore the UK's dependence on Norwegian gas, the vast windfalls that have flowed into Norway's sovereign wealth fund since Russia's invasion of Ukraine, and whether a new bilateral deal could shield consumers from future price shocks. They examine the structural forces reshaping global gas markets, the rise of speculative trading, and whether electrification will become harder when gas gets cheap.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:Read Seb & Bryony's Op-Ed on Energy Flux: https://www.energyflux.news/uk-norway-gas-trade-time-for-a-new-deal/Seb's Energy Flux Podcast: https://www.energyflux.news/tag/podcast/Michael's conversation with Carine Ihenecho Smith, Chief Governance and Compliance Officer at Norges Bank Investment Group: https://www.youtube.com/watch?v=H028Vwf7pNMThe UK's updated plan for the North Sea gas transition: https://www.gov.uk/government/news/north-sea-future-plan-for-fair-managed-and-prosperous-transitionBritain eases opposition to new oil, gas permits, holds firm on taxes | Reuters: https://www.reuters.com/business/energy/uk-government-allows-some-new-oil-gas-fields-holds-firm-taxes-2025-11-26/

Australian Property Talk
Does Land Supply Kill Property Growth?

Australian Property Talk

Play Episode Listen Later Nov 26, 2025 25:09


Send us a textBUY smarter with Alaya Property's economics-driven strategy, getting in BEFORE the data shifts. Book your FREE call now: https://rebrand.ly/chatwithalaya

Bitesize Business Breakfast Podcast
Is Dubai Heading for Oversupply?

Bitesize Business Breakfast Podcast

Play Episode Listen Later Nov 25, 2025 31:42


25 Nov 2025. Knight Frank warns that supply could start outpacing demand. We ask Faisal Durrani whether Dubai’s property market is really at risk.Plus, betterhomes reveals a major shift: more than half of tenants now plan to buy a home in Dubai within three years. CEO Louis Harding explains what’s driving long-term staying power. And Dar Global is teaming up with the Trump Organisation to build, and tokenize, a Maldives resort. Finally, rugby goes commercial. All Blacks legend Sean Fitzpatrick joins us to talk about new investment models in the sport.See omnystudio.com/listener for privacy information.

Global Oil Markets
Crude markets react to firm freight rates and Atlantic oversupply

Global Oil Markets

Play Episode Listen Later Nov 20, 2025 13:29


Physical differentials in the North Sea crude market and wider Atlantic basin have reached multiyear lows amid high freight rates and market length in the region. While high freight rates are often expected in the last quarter of the year, oversupply and market structure have also come into play.  In this podcast, Emma Kettley, S&P Global Energy's associate director, price reporting, is joined by senior crude oil reporters Natasha Tan and George Delaney to dig into how these fundamentals are impacting the North Sea and West African crude markets.

Healthy As A Mother
139: How to Transition Back to Work After Having a Baby | Dr. Jaclyn Smeaton ND

Healthy As A Mother

Play Episode Listen Later Nov 19, 2025 84:40


Have you ever pumped milk in an airport bathroom while your boss texted you about a meeting?In this episode, we sit down with Dr. Jaclyn Smeaton, a naturopathic doctor, past president of the AANP, speaker, author, and mom of five. She's lived every version of the working-mom juggle, from returning to work at four weeks postpartum to running national organizations while nursing on red-eye flights.We unpack what “going back to work” really looks like when you're healing, pumping, leading, and trying not to lose yourself in the process. The sleep deprivation, the daycare colds, the guilt, the wins, and the systems that make it survivable. It's raw, funny, and painfully real.You'll Learn:[00:00] Introduction[04:44] What going back to work at four weeks postpartum really feels like[09:33] When breastfeeding becomes a mental and physical breaking point[19:37] The reality of pumping and traveling while balancing leadership roles[28:34] Simple ways to prep your baby's immune system for daycare[42:44] How an au pair can completely change family life and sanity[48:49] The real cost of help versus trying to do it all alone[53:41] Creating your village and finding real mom friendships[58:38] The energetic shift between ambition and motherhood[1:00:17] Why having it all never means doing it all at once[1:04:52] What happens when motherhood and work collideResources Mentioned:All supplements can be found through Fullscript (save 15%)Electric flosser | AmazonLearn more from Dr. Jaclyn on her website. You can also follow her on LinkedIn.Explore gentle, science-based cold & flu wellness tips from Dr. MorganFind more from Dr. Leah:Dr. Leah Gordon | InstagramDr. Leah Gordon | WebsiteWomanhood Wellness | WebsiteFind more from Dr. Morgan:Dr. Morgan MacDermott | InstagramDr. Morgan MacDermott | WebsiteUse code HEALTHYMOTHER and save 15% at RedmondFor 20% off your first order at Needed, use code HEALTHYMOTHERSave $260 at Lumebox, use code HEALTHYASAMOTHER

ICIS - chemical podcasts
Episode 1408: PODCAST: Global BD Market remains under pressure as weak demand and oversupply persists

ICIS - chemical podcasts

Play Episode Listen Later Nov 19, 2025 9:16


Europe butadiene (BD) editor Melissa Hurley discusses the current market conditions and challenges facing the global market with editors Ai Teng Lim, Stephanie Cervantes and BD analyst Gawaine Preston. BD Asia prices hit two-year lows in November due to heavy deep-sea imports from Europe, US, and South America. NE Asia received 250,000 tonnes of deep-sea cargoes in first three quarters of 2025 (up 100,000 tonnes versus 2024). Local production in China impacted by maintenance; BR futures may influence BD pricing sentiment European export prices to Asia dropped sharply, indications below naphtha cost January-July 2025 European BD exports to Asia four times larger than 2024 volumes Local European demand underperforming; suppliers extracting less BD Crude C4 (CC4) length persists despite low cracker rates Longer term CC4 availability in Europe diminished due to cracker closures Domestic US market steady to long; tire imports from Asia hurt US tire manufacturing. US BD production stable; supply long; prices near breakeven resulting in suppliers considering or undergoing co-cracking activities Minor Q1 turnaround in 2026 running concurrently alongside major cracker turnaround could keep supply and demand fundamentals balanced Additional reporting from Industry Analysts Elaine Zhang and Ann Sun. 

The Milk Check
When Will Dairy Prices Turn Around: GLP-1 and Oversupply

The Milk Check

Play Episode Listen Later Nov 18, 2025 26:00


Milk production is up 4.2% year over year, components are climbing and prices are falling. As holiday orders wrap up and we head into the long winter, The Milk Check team digs into whether dairy markets have already found a floor, or if there's still another leg down to go. With milk products everywhere (except for whey), the Jacoby team shares where the market is and where we're going. They churn through: Butter at $1.50 and what heavy cream and higher components mean after the holidays Why cheese feels like a calm before the storm, and how far Class III could grind lower Nonfat and skim: long milk, growing inventories and buyers shopping the cheapest origin Why whey proteins are the outlier, with tight supply, strong demand and GLP-1 tailwinds Global milk growth, clustered demand (Ramadan, Chinese New Year, Super Bowl) and who blinks first between the U.S. and Europe In this episode of The Milk Check, host Ted Jacoby III is joined by Joe Maixner, Jacob Menge, Diego Carvallo, Josh White and Mike Brown for a rapid-fire market session on butter, cheese, nonfat and proteins. Listen now for The Milk Check's latest market read on butter, cheese, nonfat and whey. Got questions? We'd love to hear them. Submit below, and we might answer it on the show. Ask The Milk Check Ted Jacoby III: Welcome back, everybody, to The Milk Check podcast. Today we’re gonna have a market discussion. It is November 10th. We are in the last couple of weeks of the quote-unquote busy season, starting to get a feel for what we think is gonna happen to dairy markets as holiday orders are filled, and we transition into the long-term period of the year. In the last few weeks, we’ve actually seen prices drop, but it feels like butter’s kind of dropped down to about a $1.50/lb and seems to find at least a brief floor. We’ll talk to Joe and find out if Joe thinks we’re gonna stick around here for a while. The cheese market was up in the $1.80s/lb. It’s dropped to a little below $1.70, starting to hit a little bit of resistance. Jake will share with us a little bit about what we think is happening with cheese going forward. Nonfat dropped a little bit down to [00:01:00], about what Diego, about a $1.10/lb and had a little bounce off its floor. Meanwhile, the whey complex just continues to go up. We’ll check in with Josh and find out what’s going on there. Well, let’s go ahead and start with milk production. We just got released today, the September milk production, and it says it’s up 4.2%, which is a very, very big number. It’s November; milk is longer than it usually is this time of year. Usually, it’s quite tight, and it’s not quite tight, but I wouldn’t call it long. However, all the signs are there that once we get past the fall holiday order season, milk could get quite long. If September milk is up 4.2%, I think it’s safe to say that if that continues, we will be quite long milk as we transition from the typical seasonal tightness of the fall into the winter and the flush of the spring. 4.2% is a big number, and that’s not even taking into account the fact that the solids in the milk are up as well. That’s not the kind of tone that a dairy farmer wants us to set as we’re talking about what supply and demand looks like, but there’s a lot of milk out there, [00:02:00] Joe, does that mean there’s a lot of butter out there, too? Joe Maixner: Well, there’s still a lot of butter out there; sounds like there’s going to be a lot more butter coming soon. If milk’s up 4%, cream was heavy all of last winter and into last Spring, extremely heavy. If we have higher components, more milk, and we’ve got a full amount of milk coming outta California as well after coming off of bird flu last year, there’s just gonna be that much more cream in the system and more getting pushed back into the churns. So, it’s a very good possibility that we’re gonna go even lower than where we currently are. Volume seems to be trading well. The cream demand has been fairly steady, going into cultured products and the shorter shelf-life products. Cream’s still long, but it’s not swimming yet. Ted Jacoby III: Will we hold this $1.50 area through Thanksgiving, you think? Joe Maixner: Yeah, it seems like we’ve hit a spot where buyers are willing to step in. So, there’s a good chance that we could hang around this $1.50 area for the next couple of weeks. Once the last little spurt of holiday demand is over, we’re gonna take another leg lower. Ted Jacoby III: Okay. Jake, what about [00:03:00] cheese? Jacob Menge: I think we had a little reprieve from some cheese bearishness with the holiday demand. It’s tough, though, especially with this wall of milk that’s headed our way. Does it seem like the bottom’s ready to drop out? Probably not yet. But it still seems like it’s a possibility. It almost seems like the call before the storm. Ted Jacoby III: What you’re saying is: we’ve already dropped quite a bit, but we’re in typical low points, but it’s possible, considering the amount of supply coming our way, that there’s still another cliff to negotiate, and we could go a lot lower when it comes to Class III milk and cheese prices. Jacob Menge: If you zoom out a ways, going back to mid-2022, we’ve really not liked to go below that $1.55 level on futures. We’re kind of at another support level at this $1.65. Those seem like our two support areas, historically, for the last 3, 4 years. So, it’s probably gonna be one of those grinds lower if we move lower from here, versus that $1.85 to $1.65 was almost an air pocket drop. [00:04:00] It seems like the market’s gonna have to earn it if it moves lower from here, but it does seem like a possibility. Ted Jacoby III: When we get down to these levels, this usually tends to form the floor, and if we have so much cheese out there and so much milk out there that we’re gonna go lower from here, it’s probably not an air pocket drop; it’s probably a grind lower from here. Jacob Menge: Yeah, I think our lows, on the futures, for the past 4 years have been that $1.55. Don’t quote me on that, gimme a couple of cents on either side of that. But that means we got a dime from here to hit those five-year lows, you know, besides COVID. There’s a lot to be said for technical trading at those levels. So, it would take a big fundamental kind of wave supply to get us to crack that. Ted Jacoby III: Got it. Thank you. Diego. What about nonfat? What’s the international market doing? We know we have a lot of milk in North America. We have a lot of milk everywhere. And what does it mean? Diego Carvallo: Customers are also seeing the data, and it seems like they’re in no rush to buy nonfat. Right. Nonfat seems to be the product that is 00:05:00 consistently available. We haven’t seen a very tight market in several years. So, it seems customers are more concerned about other products like WPCs or maybe cheese, other products besides nonfat. So, they’re staying very hand-to-mouth. They’re being very flexible when it comes to origin and just buying spot and from the origin that offers them the cheapest skim milk powder delivered price, which, in most cases, for the past few months, has been either European or New Zealand product because of the shipment time, transit time, and tariffs. Ted Jacoby III: Has the inventory in the U.S. been building as a result? Diego Carvallo: Yes, it has, Ted. Yep. Inventory has been building. I was looking into the milk production numbers for September. California was relatively stable compared to the previous year. I think we grew by 2.5% versus the previous year. But the strong impact from avian [00:06:00] influenza was actually in October. So, that’s when we might see a big jump between California production for 2024 and California production for 2025. So, I thought the Milk Report was pretty bearish for nonfat. Next month could be as bearish or even more. I still believe that we’re gonna see a lot of product going into the dryers, and that’s gonna add pressure, and that’s gonna increase inventories for U.S. products. Ted Jacoby III: What does milk production look like in Europe? Diego Carvallo: They’re actually up quite a bit. I think their September number was also stronger than expected. I can’t recall the exact number, but it was stronger than expected, even though they have cut down on the farmer price, the FrieslandCampina, which is the number one benchmark. It still seems like, with corn moving lower, there’s still a number that incentivizes more milk production. For the next few months until we see a stronger cotton price, we’re gonna see plenty of milk from the U.S. and from Europe. Ted Jacoby III: [00:07:00] Okay, thanks. Appreciate it, Diego. Josh, so what about the protein market? Josh White: Yeah, same story. I don’t know why everybody else is having so many problems with their products because whey proteins are in demand and it continues to be very strong. WPC 80, WPI demand is outpacing supply. People are trying to book forward and can’t. By all reports, the demand on the consumer level remains pretty good. It’s a bit of an outlier. It’s definitely a mystery. A lot of the discussion centers around GLP-1 adoption in the U.S. Compared to a year ago, I think I read this morning, something like 12% of Americans are allegedly using GLP-1-related drugs for weight loss. Assuming that’s an accurate statistic, that’s a noteworthy number of people. There was a lot of discussion last year that as people come on things like Wegovy and Ozempic, at what moment do we mature to the point that people beginning their cycles of taking the drugs equal those coming off of those drugs? There’s just been a lot of headlines about more affordable access to these types of products. If that continues, that shifts this curve even a little bit further up. [00:08:00] What can reverse that trend or slow down the demand for the whey protein side? I think it takes a production response. I can imagine that any manufacturer that’s making whey-related products as a byproduct of their cheese production is exploring how to access this demand, in particular, the whey protein isolate demand. I don’t have the impression that equipment is any easier to get, and there are still plenty of obstacles in terms of making production changes at the processor side. It feels to me like at least through the first half of this year, we’re gonna continue to be under-supplied relative to the demand that’s out there. And I think it’s important to note that although we’re talking about good demand for these products, the GLP-1-related impact on the dairy market isn’t all positive. It’s certainly a positive on the whey protein side. Still, I think, as it relates to consumer demand for butterfat, cheese products, and some of the other snack foods that dairy products are used in, in the CPG space, people are consuming fewer calories. Throughout the rest of the world, this health and wellness [00:09:00] trend and this appetite for quality protein are everywhere. Their demand continues to be very strong internationally. Maybe a couple of other things that are noteworthy, maybe early indicators of the price stabilizing, it looks like Europe and the U.S. might be closer to parity for the first time in a while. So, we should watch that. We will see seasonal production levels start to increase a bit. I don’t know if that will one-for-one find its way into additional whey protein availability, but it certainly should help the situation as we get into heavier production months in the Northern hemisphere markets that produce these products. But other than that, demand remains very, very strong. Prices are firm. They appear they’ll continue to be through at minimum the first quarter. And I don’t think it’s going out on a ledge to say through the first half of the year. And then we’ll see what happens on the other side of it. But yeah, definitely a firm marketplace right now, Ted. Ted Jacoby III: What about milk protein concentrate, milk protein isolate? Are we starting to see the value of those products increase and close the gap between the [00:10:00] whey protein, since the whey proteins have gotten so expensive? Josh White: I’ll jump in and say we’re starting to see some early indications of that: people looking for substitutes where they can. If you’re not in these markets every day, you don’t know what products are available. If you’re in the CPG space or using it as one of many, many SKUs that you’re buying, you’re not aware of the functional properties and some of these other things. And there’s also a decision-making timeline that people have to consider. Not only are there labeling concerns and other things, but there’s a lot of protein that’s consumed as an ingredient and maybe not the primary ingredient. And oftentimes, those decisions are not easy to formulate or change, and they’re also made over larger durations of time, like annual pricing. We’ve had such a wide gap for a long enough time now that we have customers asking questions, and customers that are on the lower end of the valorization for these products are looking for substitutes. Those substitutes come in a couple of ways. They can come from substituting away from dairy, substituting for other [00:11:00] dairy or trading down to lower dairy-related protein products. We’re seeing people investigate all of them. Diego might be able to speak more precisely about what’s happening with the MPC prices. But generally speaking, the majority of people out there are starting to ask questions. I’m not so sure it’s having a material impact or moving the needle quite yet on substitution. Ted Jacoby III: Okay, well, it feels a little bit like a broken record. Milk everywhere, product everywhere except for whey, maybe that’s exactly the loop we’re in right now. Joe Maixner: We’ve talked a lot about supply and excess and whatnot, but demand, it feels like we’re increasingly teetering towards a crumbling economic situation with higher debt, people not having much discretionary income, and just overall demand being weak. Ted Jacoby III: So, if you’re looking at the demand numbers that we track, restaurant traffic is definitely down. It is clear that the economic environment we’re in, people’s pocketbooks are being stretched thin, and they’re cutting back on how often they go to restaurants and eat at [00:12:00] restaurants. Now, usually when that happens, there’s an offset into the retail side, and the retail side numbers usually go up a little bit. You are seeing that. Speaking to some of our branded customers, what they’re telling us is their sales are down, and the private label guys are saying, well, their sales are up, but frankly, not as much as they expected. The bottom has not dropped out yet. I think everybody’s watching it pretty closely. I think the industry’s concerned. I’ll leave it at that. Mike Brown: I think food service continues to be the big stickler on overall dairy sales. Grocery sales are okay. Food service continues to be weak, and that’s gonna affect us. Mm-hmm. Particularly, I think some of the high-fat products. Josh White: When we’re looking at it from the home front, it doesn’t feel real great, but if we’re looking at just how much additional milk we have globally, including out of Oceana and out of South America, and looking at how much of that surplus milk globally is being consumed in Asia right now, I mean they’ve been buying I wonder if that points to some brightness, at least some positives? Now, I also am a little [00:13:00] concerned that we have a consolidation of demand events, with Chinese New Year buying at the same time that Ramadan continues to move earlier and earlier every year. And prices are low right now. Feels like we might have a big concentration of demand that’s meant to satisfy local needs in the early part of 2026, but there has been a lot of international trade. Ted Jacoby III: I think you’re absolutely right. Ramadan and the Chinese New Year are both in February. Diego Carvallo: The word in the street, Ted, is that most of the Ramadan and New Year’s demand is gonna be fulfilled by the middle of November. Ted Jacoby III: In other words, by the time we get to January 1st, those orders are gone. Mike Brown: Yeah. And Super Bowl is 10 days before the start of Ramadan in the Chinese New Year. So, they’re all pretty close together. Josh White: I went back to saying that, hey, we’ve got a lot of milk globally, every surplus region’s producing more milk than expected. You mentioned earlier, Ted, that doesn’t even account for the component growth that we have here. That’s been fairly impressive. [00:14:00] What’s been interesting about that is it hasn’t felt this heavy. You might believe, well, it doesn’t feel as heavy because the Northern Hemisphere is at its low milk production points. Maybe it doesn’t feel as heavy because we’ve got a concentration of additional demand, but we’re trading a lot of anticipatory supply concerns. We’re really trading the fact that tomorrow we’re worried we have a lot of incremental milk, globally, that we don’t necessarily know where we’re gonna go with it. That’s not a reason to get bullish, to be super clear, but I do think that if we’re thinking through vulnerabilities in the market, that might be one. Ted Jacoby III: I would agree with that. I think there are three things that are probably keeping this market from going straight to the bottom. One, as you said, we’re at the low point seasonally for milk production in the Northern Hemisphere. Two, we are at the high point for demand everywhere. And three, you get to a certain point, and I think we are there in all products, we may actually be passed there in butter, but we are there in cheese, I think we’re there in nonfat, where [00:15:00] in order to go lower, you need to build up supply to the point where the inventories become actually burdensome, and I don’t think they have become burdensome yet, but I would expect that sometime in the first quarter of 2026, they will. You’ll start hearing reports that warehouses are full. You’ll start hearing reports that, from a cashflow perspective, whether it’s traders, whether it’s manufacturers, you have people who just need to dump inventory because they don’t have the cash flow to continue to hold inventory. Those are the things that drive markets to their lows. And so, if you think about the old saying: the cure for high prices is high prices, and the cure for low prices is low prices, that’s when you find out what the low price is, and then you go to that place that sends the strongest supply signal possible to suppliers that they need to cut back. Mike Brown: I was at a cattle show of all things this weekend and was talking with someone about feeding palm oil to get butterfat. His rule of thumb was that a pound of palm oil costs about a dollar, and you get about a 00:16:00 three-to-five-point increase in fat test from that. So, if you say 0.4 and you’re a 90-pound Holstein herd, that’s 0.36 pounds of fat. So, you’re paying a dollar to produce, there’s roughly 50, 60 cents worth of butter fat. So, we may start to see that come into conversations on rations. Josh White: And if we’re looking for optimism, I think that formula is pretty openly discussed in Europe as well. So, you’ve got a situation now where you have the on-farm milk price that is beginning to drop, the signals there that it needs to come down. It’s moving at a decent clip, to Diego’s point, maybe not enough to make any major change yet, but for planning purposes, things like feeding for fat might be a bit more vulnerable going forward there. So yeah, if we’re looking for what could start to correct our oversupply situation or what could potentially stabilize or support the market, we need time. I think that’s the most important thing that needs to happen, is we need time, and we need a milk price that curtails any additional production growth [00:17:00] for the moment so that demand can catch up. We talked about the U.S. situation and how the consumer spending situation doesn’t feel great. But globally, per capita butterfat consumption globally is growing. Per capita protein consumption is growing. We just need to give the demand time to catch up. Inventories might be starting to build, but they’re nowhere nearcumbersome. I would actually argue, our supply chain is still very thin. I wouldn’t even argue that we’re getting to a point where we’re normal by historical standards. I think that we have a pretty thin supply chain, and that’s everything from measurable inventory and reports, like cold storage reports and manufacturing stocks here in the U.S., but all the way through the pipeline. I don’t believe that many end users are sitting on excess product or have too many days in inventory. I think they’ve been quite comfortable buying hand-to-mouth. And the only product they’re being punished on right now for that is whey proteins. Ted Jacoby III: I think you’re right, Josh. I would agree with that statement. I think butter [00:18:00] is somewhat of an exception. Joe Maixner: I don’t know. Butter, it just depends on product mix, right? It’s CME eligible salted bulk. I think overall inventories are not burdensome. But we do have too much older CME-eligible salted bulk butter out there. Ted Jacoby III: That’s actually where I’m going, Joe. What do butter manufacturers do if they’re worried about having produced too many quarters and too many solids? They’ll just produce bulk. And so bulk is the overflow because they know the worst-case scenario, they can dump it onto the CME. And so that is where we end up with excess surplus, just like we get the same with a cheddar block in the cheese market. Josh White: How is international demand for U.S. butter at the moment, Joe, compared to where you would expect it to be and compared to where we were a few months ago? Joe Maixner: It’s steady right now. New inquiries are still coming in, but inquiries have lessened compared to a month or two ago; there’s a lot being made and shipping right now. International markets are starting to open their eyes to something other than [00:19:00] 82%. They’re starting to expand into the 80% because they are finally starting to realize that the numbers that they see on the futures don’t equate to the numbers they pay for an 82% product. And so anybody that’s really just using it for solids, for processing, is starting to convert, which is helping clean up some of that 80% salted butter, but it’s still not fast enough to really move the needle yet. Josh White: So, if the outlook for butterfat really doesn’t have any material upside in the near future, and we’re currently looking at Class III and IV prices, where they’re at, when do we start to impact the U.S. producer’s decision on making incremental milk beyond just the fat component? Are we close or are we still a long way away? Jacob Menge: Look at this Milk Production Report. We are up 268,000 head since June of 2024. That just keeps going up. There was an August revision of 71,000 head higher. The answer is a pretty [00:20:00] conclusive, not yet. I’m looking at the last time, September milk production beat the prior month, so beat August, which was 2001. And it just did that; September just beat August, and the last time it did that was 2001. Josh White: We’re not even talking about adjusted for components. Jacob Menge: That is correct. Joe Maixner: I can’t imagine that $16 to $17 Class III causes any worries right now for the farmers, with $4 corn and $1,200 feeder calves. Mike Brown: As long as you’re in a Class III market, if you’re heavy Class IV, your price isn’t $17. It depends on where you’re located, Joe. But for the most part, if you’re in a cheese market, it’s still decent. You’re right because the whey is also contributing a lot to that Class III price right now with a 70¢ whey market. Ted Jacoby III: Yeah. And the cows are all increasing in the states where there is increased processing capacity as well. Jacob Menge: These guys have had time to hedge this, and they still almost can hedge this, right? Going into later next year, where I think it’s gotta be at a point where they can’t hedge at a profit, and then you’ve [00:21:00] really got issues. Josh White: If we’re in a situation where the global economic outlook isn’t great, so that means we shouldn’t expect any major demand booms to pull dairy up We’re realizing supply growth in all major dairy surplus regions; the only correction for this is supply. And who’s the first to react? The obvious answer is it’s gonna be head-to-head with Europe and the U.S. Who breaks first? These are very, very different markets with different drivers, and they’re actually experiencing growth for different reasons related to the big picture, but different reasons. Europe just went through a situation where its butterfat carried the day. And butterfat was incredibly high, much higher than the U.S. price. They were an importer of fat from New Zealand, bringing in a noteworthy amount of product. And then now going into this year, they’ve seen a really significant drop, well below the support level that most traders would’ve held for butterfat. You assume [00:22:00] that they’re not gonna import a bunch of that product, forcing that product on the rest of the market. They’re going through a pretty negative situation right now as well. One thing you can’t forget about the European producer is that if you kill cows, it’s really tough to replace them, not for the same reasons we have in the U.S., that right now it’s just difficult to compete with beef. But they don’t wanna make those changes for a lot of regulatory reasons. So, they’re gonna hang on as long as possible. The U.S. model, we’re not in pain yet, generally speaking. Some smaller producers might look at higher beef prices and lower dairy outlook as an opportunity to exit. But there is way more structural expansion in motion or down the line that I think that train’s moving down the tracks. So, it’ll be really interesting to see if and who breaks first between the North American market and the European market. Ted Jacoby III: My hunch is it’s the U.S. market. I still think we’re a minimum of six months away, maybe even 12 to 18. Now there are signs, like you look at the Milk Production Report, the state of Washington is down [00:23:00] 8.5%. So, there are places where we are losing cows. Even though the majority of the country has gained cows recently, I would argue that with the drop in the butter price and the weakness in the nonfat market, California is the next one that I think will follow. They’ll struggle to get a decent milk price given that those are the two dominant price drivers for the California market. Diego Carvallo: But if you look at Idaho’s strongly up. So, it seems like a movement between Washington and Idaho. Ted Jacoby III: I think you could be right. Joe Maixner: California, their numbers this month were slightly higher than their peak production year 22. They’re on the uptrend. That’s a large ship that takes a while to turn around. Ted Jacoby III: I don’t disagree. I also think you’re still measuring against bird flu in California. You could argue that it may be a little artificially high. Joe Maixner: I actually questioned that because of the lower increase than I had anticipated for the September number, and bird flu didn’t actually start in California until October. So, we will see even larger increases next month forward in California. They [00:24:00] have that Class I plant that they opened as well out there. Mike Brown: They’re also getting hit with a big assessment, a lot of the producers out there, because the butter market changed, there’s been a lot of inventory loss, and that’s gonna hurt some producers as well. No one I talk to in California is worried about finding milk. They’re worried about finding a place to put it right now. Ted Jacoby III: I don’t think that’s isolated to being a California problem right now. Mike Brown: I would agree. You’re right. Ted Jacoby III: On that note, I think it’s a good time to wrap. Thanks, everybody, for joining us this week. Look forward to talking to you guys again soon. Thank you.

Target Market Insights: Multifamily Real Estate Marketing Tips
It's Time to Rethink How You Analyze Deals with Mac Shelton, , Ep. 763

Target Market Insights: Multifamily Real Estate Marketing Tips

Play Episode Listen Later Nov 7, 2025 37:45


Mac Shelton is the co-founder of Sweetbay Capital, a real estate private equity firm focused on value-add multifamily investments in Virginia and the Carolinas. With a background in private equity and mezzanine lending, Mac blends institutional financial experience with a data-driven approach to real estate. Since 2021, he and his team have built a portfolio of over 340 units, concentrating on under-the-radar markets like Roanoke, VA, where rent growth consistently outpaces new supply.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.     Key Takeaways Rent growth—not population growth—is the key driver of returns Markets with less outside capital often outperform due to better entry pricing and lower volatility Renovation premiums are often overestimated—test before scaling your plan Conservative exit underwriting should account for the next buyer's view, not just your own Transparency with investors builds trust and fuels long-term partnerships     Topics Why Sweetbay Focuses on Smaller Markets Smaller markets like Roanoke and Columbia are producing higher rent growth with lower acquisition costs Mac compares tertiary markets to places like Raleigh in the early 2000s—under the radar but primed for stable returns Oversupply in "hot" metros like Raleigh and Charlotte is driving rents down, while less popular markets remain steady Data Over Hype: What Drives Rent Growth Rent growth is more important than population growth and is driven by renter population relative to new supply Mac shares an analysis comparing Roanoke to Raleigh, Charlotte, and Greenville—showing similar or better rent performance with lower price per door Why Lease Trade-Outs and Renewals Matter Lease trade-outs measure organic rent growth, but renewals give even clearer insight into demand Renewals at 3–4% growth without renovations are often a better gauge than turnover metrics Exit Assumptions: Thinking Like the Next Buyer Every acquisition includes a re-underwrite from the future buyer's perspective Mac shares how he checks cap rate assumptions against current comps and validates price-per-door benchmarks Transitioning from Private Equity to Real Estate Mac started his career in private equity and gradually began acquiring rentals with his bonus income His first syndication scaled a student rental model he'd already executed personally Investor Communication and Building Trust Sweetbay Capital emphasizes detailed offering memorandums with full fee transparency and CapEx justifications Quarterly reports compare actuals vs original projections—no adjusted budgets or post-hoc explanations Advice for New Syndicators Don't start syndicating without doing your own deals first—prove the model with your money Sweetbay's first deal had no promote, just a 3% acquisition fee, to reduce friction and earn investor trust The best way to grow capital is to return it and reinvest with a strong track record    

RBN Energy Blogcast
More! More! More! – Propane Oversupply Meets Potential Natural Gas Shortfall: Market Implications

RBN Energy Blogcast

Play Episode Listen Later Nov 7, 2025 15:02


More propane production. More exports. More inventories. The U.S. propane market, already oversupplied, is becoming even more so, putting additional downward pressure on prices. At the same time, surging demand from LNG exports and gas-fired power generation is pushing natural gas prices higher. Electricity prices are climbing too, further tilting the scales in propane's favor. The big question is, will these shifting fuel-price relationships move the needle on retail propane demand.

ICIS - chemical podcasts
Episode 1397: PODCAST: Asia styrene market may see bottom, oversupply constrains optimism

ICIS - chemical podcasts

Play Episode Listen Later Oct 24, 2025 5:05


SINGAPORE (ICIS) -- Asia styrene prices continued to be under pressure, while downstream margins began to recover. Downstream polymer margins stabilise after SM corrections 2026 contract discussions could progress slowly, greater focus on FOB China China's major role in Asia SM remains under spotlight amid further supply expansion In this chemical podcast, Asia styrene editors Luffy Wu and Aviva Zhang discuss recent market developments, and the outlook ahead, following their observations in the industry conference held last week in Xi'an, China.

Down to Birth
#338 | Breastfeeding Q&A: How to Night Wean, Delayed Milk Production, Breastmilk & Cavities, Biting the nipple, Strong Let-Downs, Oversupply

Down to Birth

Play Episode Listen Later Oct 15, 2025 41:53


Send us a textWelcome to another Breastfeeding Q&A episode. Today, we start with a conversation on how to night wean and your personal experiences with what worked best.  For today's questions, Trisha responds to:How child-led weaning works at 14 months, 18 months, and 2 years oldNursing strikes at 6 months — why they happen and how to respondNight weaning tips: gentle strategies without losing daytime breastfeedingWhy milk supply sometimes doesn't come in (and hospital factors that affect it)How to stop biting while breastfeeding (without turning it into a game)Coping with strong or painful letdowns and oversupplyBreastfeeding myths: Does breastfeeding cause cavities?Nutrition for moms: hops, beer, and spirulina for milk supplyHow to manage sleep deprivation, co-sleeping, and even feeding twinsFor quickies, we tackle rapid milk ejection, breastmilk and cavities, reducing oversupply, biting, all-night latching, beer & milk supply, nipple damage, feeding twins. Watch this episode in full video format on YouTube.Thank you to everyone for these great questions and remember you can call us any time at 802-GET-DOWN (that's 802-438-3696). See you next week!**********Our sponsors, Patreon, and contact info are below: Needed

Down to Birth
#335 | September Q&A: Boundaries with Family, Oversupply, Pushing Techniques, Preventing GBS Infection, HBAC, Failure to Descend, Waterbirth

Down to Birth

Play Episode Listen Later Sep 24, 2025 46:08 Transcription Available


Send us a textIn this month's Q&A, we start with a big one: What are your biggest fears in life? (Besides snakes and spiders, of course!) Then we dive into your thoughtful community questions, including:Homebirth vs. family pushback: My sister is a labor & delivery nurse, my family isn't supportive, and my MIL has no boundaries. What should I do?Breastfeeding oversupply: I had a major oversupply with my first baby—will it be worse or the same with my next?Birth interventions: In my first birth, my midwife used hands-on pushing techniques and I was given continuous antibiotics. Were these necessary?In the extended version of today's episode available on Patreon or Apple subscriptions, we answer additional questions on:preparing for a long home birth after a cesarean (HBAC) and how to avoid hospital transfer, "failure to progress" in a vaginal birth after cesarean (VBAC), whether we consider water birth to be a birth intervention, and if it is ok to sleep on your back in pregnancy. Finally, in quickies, we discuss: the best HypnoBirthing class (ha), preventing perineal tearing, cycle length & gestation, our current favorite podcasts, breast reductions and breastfeeding, posterior babies, pushing length and positions, and a favorite item in our homes.  Thanks, everyone, and call us any time at 802-GET-DOWN! That's 802-438-3696.Watch this episode in full video format on YouTube.**********Our sponsors, Patreon, and contact info below: Needed

The Wine News in 5
France's copper limits challenge organics, California fruit left unpicked, Douro oversupply

The Wine News in 5

Play Episode Listen Later Sep 19, 2025 9:11


This week Sam discusses harvest in Austria, Savoie and California, Douro's oversupply plan, Gallo's acquisition of Whiny Baby, a surge in wine imports to India, Académie Internationale du Vin's open letter and new regulations on the use of copper as a fungicide in France. You can read the transcript of this newscast (with linked news sources) at https://www.jancisrobinson.com/articles/frances-copper-limits-challenge-organics-california-fruit-left-unpicked-douro-oversupply.

Chemical Processing Minute Clinic
Oversupply and Policy Shifts Squeeze Chemical Producers

Chemical Processing Minute Clinic

Play Episode Listen Later Sep 19, 2025 6:55


With 5 million tons of new polyethylene capacity hitting saturated markets and Trump's legislative agenda threatening green investments, chemical firms are scrambling to adjust, says Maine Pointe's Stephen Ottley.  

Jake and Gino Multifamily Investing Entrepreneurs
Rent Softening, Oversupply, and the Future of Multifamily | How To with Gino Barbaro

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Sep 17, 2025 24:35


The multifamily market is shifting, and multifamily market oversupply is at the center of it all. With rents softening, vacancies rising, and concessions piling up, investors need clarity to navigate 2025 and beyond.In this episode, Gino Barbaro breaks down the reality behind the headlines and shares insights from his own market experience in Knoxville, Nashville, and beyond. You'll learn why oversupply is hitting certain cities harder, how concessions are masking true rental income, and what underwriting strategies can protect you in today's environment. Whether you're analyzing new builds, value-add properties, or considering when to enter the market, understanding multifamily market oversupply is essential. Stay patient, focus on operations, and be ready for long-term opportunities as supply burns off.Connect with Gino Barbaro at https://jakeandgino.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Creating Wealth Real Estate Investing with Jason Hartman
2341: The Influence of Charlie Kirk, Housing Shortage, Not Oversupply: Kevin Erdman Debunks the 2008 Great Recession Myth

Creating Wealth Real Estate Investing with Jason Hartman

Play Episode Listen Later Sep 17, 2025 50:53


Sign up for the Jason Hartman University Event this coming September https://www.jasonhartman.com/Phoenix . Jason talks about political violence and media coverage, followed by an analysis of the housing market and recent rate cuts. He introduced various investment opportunities, including co-living properties and home equity investments, while discussing upcoming economic developments and the launch of an AI chatbot tool. He ends with information about upcoming events in Phoenix and encourages listeners to utilize the free AI resource for financial advice and market analysis. Jason then welcomes Kevin Erdmann, author and housing analyst, where he challenges the common belief that an oversupply of housing caused the 2008 Great Recession. Erdman argues that a housing shortage, particularly in coastal regions, led to migration and subsequent demand spikes in other areas like Phoenix and Las Vegas. He attributes the 2008 crisis and the ensuing market collapse primarily to the federal government's tightening of mortgage availability, not an overbuilt market. Erdmann also discusses the current and future state of the housing market, asserting that a significant housing shortage persists and will take many years to resolve, influencing factors like rent inflation, household formation, and even fertility rates. #KevinErdman #HousingShortage #GreatRecession #MortgageCrackdown #RegulatoryCrackdowns #PopulationGrowth #HouseholdFormation #RentInflation #RegionalShortages #MigrationEvent #HousingCrisis #ConstructionTrends #FailureToLaunch #ExpertsAreWrong   https://kevinerdmann.substack.com/   Key Takeaways: Jason's editorial 1:27 Charlie Kirk the fascist 4:34 Seek out alternative news source 7:47 Rate cut; a little, too late 9:00 Join us at Phoenix https://www.jasonhartman.com/Phoenix  12:04 Very motivated builders 13:16 https://JasonHartman.com/Ai   Kevin Erdmann interview 16:43 The reason we went into a recession 29:56 Sponsor: https://www.monetary-metals.com/Hartman 30:29 What is the state of the housing market currently 39:21 Chart: Housing inventory 47:32 Fertility and singing a different tune  by 2040   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

The Independent Advisors
The Independent Advisors Podcast Episode 316: Seasonality in Vogue

The Independent Advisors

Play Episode Listen Later Sep 4, 2025 33:24


#316 topics:September Historically WeakCurrent market positioning: No significant pullback since April lows, creating potential opportunity for buyers during September weakness.Contrarian perspective: Excessive focus on September weakness in media might indicate potential for better-than-expected performance.Currency and International MarketsDollar weakness driving international outperformanceConcerns about international markets' ability to maintain outperformance due to shorter work weeks and slower growth rates compared to US.Housing Market Dynamics Supply-demand imbalance: Redfin data shows 508,000 more home sellers than buyers in June 2024.Despite higher mortgage rates, household debt service remains below historical norms.Oversupply of sellers versus buyers suggests potential downward pressure on home prices.Federal Reserve Policy Shift Fed adopted new approach removing 2% average inflation target reference and focusing on employment shortfalls.AI Job Displacement ConcernsHistorical analysis shows technological advances have created 6 billion jobs despite continuous industry disruption.Show Notes:Post on X by Ryan Detrick at Carson Investment Research on 8.29 - https://x.com/RyanDetrick/status/1961495356287463555 blog post from Jeff Hirsch on 8.27 - https://jeffhirsch.tumblr.com/post/793063284503953408/bears-have-been-running-wild-in-september-since Blog post from Taylor Schulte on 8.28 titled “6 Favorite Investing Charts - https://taylor-schulte.kit.com/posts/the-best-investing-charts-august-2025 Blog Post from Seth Klarman on 8.25. titled “Job Churn” - https://seths.blog/2025/08/job-churn/ If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

Grain Markets and Other Stuff
US Corn and Soybean Overproduction: Why Farmers are Struggling

Grain Markets and Other Stuff

Play Episode Listen Later Sep 3, 2025 16:19


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Corn and Soybean Problems5:47 Farmer Sentiment9:24 Soybean Ratings Decline11:12 Trump Appeal12:02 Wheat is Broken13:56 Soybean Shipping Problems Imminent

ICIS - chemical podcasts
Episode 1379: Sustainably Speaking - US and Asia R-PET markets see sinking prices amid global oversupply and weak downstream demand

ICIS - chemical podcasts

Play Episode Listen Later Aug 29, 2025 20:51


Join Emily Friedman, ICIS US recycled plastics senior editor in Episode 5 of Sustainably Speaking alongside Arianne Perez, Asia recycled plastic senior editor, and Joshua Dill, Americas recycled plastic analyst, as they discuss the implications of weak domestic recycled polyethylene terephthalate (R-PET) markets between the US and Asia. Even as local feedstock markets tumble, both regions are seeing further downwards pressure from global trade.Some questions answered during this episode: What is the current state of US and Asian R-PET markets? Are dropping US prices influencing Asian markets? How has the evolving tariff policy impacted US R-PET and PET imports via the 3907 HS code? What is the end of year outlook for US and Asian R-PET markets considering the weak environment at present?

Farm City Newsday by AgNet West
California Wine Faces a Generational Challenge: Marlena Paolilli

Farm City Newsday by AgNet West

Play Episode Listen Later Aug 28, 2025 48:05


California Wine Faces a Generational Challenge: On today's AgNet News Hour, the spotlight turned to the California wine industry and its struggle to adapt to shifting consumer habits. Marlena Paolilli, head of marketing at Cry Baby Wine, joined the program to discuss the generational changes shaping wine consumption and the innovative approaches needed to revive the market. Oversupply and Changing Tastes Paolilli explained that California's wine sector continues to battle an oversupply of grapes, a problem rooted in the pandemic and compounded by an influx of new producers. With over 550,000 acres of vineyards, industry leaders like Jeff Bitter of Allied Grape Growers believe acreage needs to shrink to about 500,000 to stabilize prices. “There's just an overabundance of wine right now,” Paolilli said, adding that it will take until 2027 or 2028 for the market to fully rebound. Younger Generations Shifting Away from Wine One of the greatest challenges, Paolilli noted, is engaging younger consumers who are experimenting with seltzers, craft beers, and non-alcoholic options. Many younger drinkers find wine intimidating and expensive, while others are simply less inclined to drink due to health awareness and the permanence of digital footprints. “They don't want to be recorded drunk and doing something stupid,” Paolilli observed. Innovation in Wine Marketing To bridge the gap, Cry Baby Wine is pursuing new products like CBD-infused and non-alcoholic wines aimed at younger demographics. Paolilli also stressed the importance of direct engagement—from farmers' markets to boutique tastings—that let consumers try wines before committing to a full bottle. “What you did yesterday isn't working anymore,” she said. “You have to be innovative with the new world.” Despite regulations and market challenges, Paolilli remains optimistic. She believes California's unmatched climate and global reputation will keep the industry strong if wineries embrace change, connect with younger audiences, and invest in storytelling. For the full conversation with Marlena Paolilli and more insights into California's evolving wine industry, listen to the AgNet News Hour at AgNetWest.com

TD Ameritrade Network
Multifamily Oversupply, Single Family Undersupply; What Housing Market Trends Mean

TD Ameritrade Network

Play Episode Listen Later Aug 19, 2025 6:10


“The apartment sector is temporarily oversupplied,” Lawrence Yun notes with surprise. He digs through the latest economic data around housing and identifies some of the latest trends. “Once the interest rate comes down, we're going to see a rush of buyers,” he adds, with many renting apartments because they were forced to. Because of this, Yun expects a housing shortage in single-family housing.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

The Mike Hosking Breakfast
Karin Kos: Apiculture NZ CEO on the challenging times for the global honey sector

The Mike Hosking Breakfast

Play Episode Listen Later Aug 18, 2025 2:39 Transcription Available


Times are challenging for the global honey sector. Oversupply, inflated prices, and global volatility continue to drive sector woes. Apiculture NZ CEO Karin Kos told Mike Hosking both domestic and export factors are contributing. In 2019, New Zealand had a record 1 million hives and 10,000 beekeepers, but now there's under 500,000 hives and 7,600 beekeepers, she says. At the same time, Kos told Hosking, there was softening global demand post-Covid, particularly in some of our largest markets. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Podcast Notes Playlist: Latest Episodes
Ben and Marc on New Media: Podcasts, Politics & the Collapse of Trust

Podcast Notes Playlist: Latest Episodes

Play Episode Listen Later Aug 1, 2025


A16z Podcast: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- On this episode of The Ben & Marc Show, a16z co-founders Marc Andreessen and Ben Horowitz sit down with Erik Torenberg— General Partner at a16z and founder of the media company Turpentine—to unpack how the internet shattered the old media order and reshaped the way power works in America.What begins as a look at the evolution of media quickly becomes something bigger: a conversation about truth, trust, and the collapse of institutional authority. They explore how social media became both an x-ray and an engine, why authenticity now beats polish, and how the rules of politics, and journalism, have permanently changed.Together, they break down:-Why 2017 marked a structural break between tech and the press-Trump's real training ground-The tension between objectivity, activism, and “speaking truth to power”-Why podcasters. not pundits, are setting the agenda- How the barbell strategy is reshaping media: short-form virality meets long-form depthWith stops at Watergate, the rise of Rogan, the fall of legacy gatekeepers, and the media playbooks behind Obama, Trump, and the Kardashians—this episode explores how we got here, what's next, and what it means for founders, voters, and anyone trying to build (or tell) a story. Timecodes: 0:00 Introduction0:55 The Evolution of Media: From Centralization to Fragmentation2:34 The Internet's Impact on Traditional Media4:06 Unionization and Technological Change in Media6:39 Oversupply and Competition in News Organizations8:44 The Changing Role and Ideology of Journalism11:46 Speak Truth to Power: Conflicts in Journalism13:39 The 2016 Election and the Collapse of Media Trust23:20 Martin Gurri and the Crisis of Authority31:34 Decentralization: From the 1970s to Social Media48:06 Trump, Reality TV, and the New Media Playbook59:10 Drama, Authenticity, and the Barbell Effect in Media1:16:40 Podcasts, Direct Communication, and the Future of Authority1:34:48 Advice for Founders and the Importance of Personal Branding1:37:35 Conclusion & Final Thoughts Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

a16z
Ben and Marc on New Media: Podcasts, Politics & the Collapse of Trust

a16z

Play Episode Listen Later Jul 25, 2025 97:50


On this episode of The Ben & Marc Show, a16z co-founders Marc Andreessen and Ben Horowitz sit down with Erik Torenberg— General Partner at a16z and founder of the media company Turpentine—to unpack how the internet shattered the old media order and reshaped the way power works in America.What begins as a look at the evolution of media quickly becomes something bigger: a conversation about truth, trust, and the collapse of institutional authority. They explore how social media became both an x-ray and an engine, why authenticity now beats polish, and how the rules of politics, and journalism, have permanently changed.Together, they break down:-Why 2017 marked a structural break between tech and the press-Trump's real training ground-The tension between objectivity, activism, and “speaking truth to power”-Why podcasters. not pundits, are setting the agenda- How the barbell strategy is reshaping media: short-form virality meets long-form depthWith stops at Watergate, the rise of Rogan, the fall of legacy gatekeepers, and the media playbooks behind Obama, Trump, and the Kardashians—this episode explores how we got here, what's next, and what it means for founders, voters, and anyone trying to build (or tell) a story. Timecodes: 0:00 Introduction0:55 The Evolution of Media: From Centralization to Fragmentation2:34 The Internet's Impact on Traditional Media4:06 Unionization and Technological Change in Media6:39 Oversupply and Competition in News Organizations8:44 The Changing Role and Ideology of Journalism11:46 Speak Truth to Power: Conflicts in Journalism13:39 The 2016 Election and the Collapse of Media Trust23:20 Martin Gurri and the Crisis of Authority31:34 Decentralization: From the 1970s to Social Media48:06 Trump, Reality TV, and the New Media Playbook59:10 Drama, Authenticity, and the Barbell Effect in Media1:16:40 Podcasts, Direct Communication, and the Future of Authority1:34:48 Advice for Founders and the Importance of Personal Branding1:37:35 Conclusion & Final Thoughts Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

The Milk Making Minutes
How New Moms Can Survive Breastfeeding Pain, Tongue Tie, Oversupply, and Injury with Sharon Funk

The Milk Making Minutes

Play Episode Listen Later Jul 17, 2025 42:33


Planning for a birth that makes breastfeeding easier? Check out my FREE guide on setting yourself up for breastfeeding success:https://bit.ly/los-birthpractice-workbook---------------------------------In this episode of Lo's Lactation Lab, host Lo Nigrosh is joined by a new mom, Sharon Funk. Despite taking all the right classes and preparing thoroughly, she was unprepared for the intense physical and emotional hurdles of early motherhood. This episode sheds light on her honest journey, from unexpected complications with latching, nipple pain, and clogs to learning about tongue ties and navigating oversupply. It's a must-listen for new and expectant parents seeking an authentic perspective on feeding a newborn.Sharon Funk is a first-time mother of a 17-month-old daughter. With a background in proactive parenting, attending numerous baby prep classes, and infant safety training, Sharon believed she was ready for motherhood. However, she found that no class truly prepared her for the complexities of breastfeeding. Sharon's story offers heartfelt insights, practical lessons, and a testament to resilience that many new parents will resonate with.Expect to LearnWhy formal breastfeeding classes often don't prepare you for real-world challenges.The impact of gestational diabetes on newborn feeding protocols in hospitals.How to navigate tongue ties and why early diagnosis matters.Managing oversupply, clogged ducts, and dealing with inflammation and wrist injuries.The importance of bodywork, partner support, and listening to your instincts in the feeding journey.Episode Breakdown with Timestamps[00:00] - Introduction [01:03] - Meet Sharon: Background and First-Time Mom Experience[02:43] - Childhood Exposure and Pre-Birth Preparation[06:04] - Hospital Experience Post-Birth[10:20] - First Attempts at Latching and Pumping Challenges[14:13] - Discovery of Baby's Tongue Tie[20:21] - Incremental Feeding Progress and Single Pumping Strategy[25:45] - Clogs, Pain, and Seeking IBCLC Support[31:30] - Diet, Inflammation, and Pain Management[39:57] - Tongue Tie and Final BreakthroughsFollow Lo Nigrosh:LinkedIn: https://www.linkedin.com/in/lo-nigrosh-16371495/Website: https://www.quabbinbirthservices.com/ Facebook: https://www.facebook.com/quabbinbirthservices/Listening LinksSpotify: https://open.spotify.com/show/2F54fe1szmemB9n7YUJgWvApple Podcasts: https://podcasts.apple.com/us/podcast/los-lactation-lab/id1614255223YouTube: https://www.youtube.com/@loslactationlab3967Don't forget to subscribe for more episodes on pregnancy, birth preferences, and expert advice to guide you through the journey!#lactationjourney #breastfeedingmoms #maternalhealth #postpartumtruths #momtough #nursinggoals #ibclcjourney #exclusivebreastfeeding #resilientmothers #supportmoms #hiddenpain Become a supporter of this podcast: https://www.spreaker.com/podcast/lo-s-lactation-lab--5834691/support.

Badass Breastfeeding Podcast

Submit your question and we'll answer it in a future episode!Join our Patreon Community!https://www.patreon.com/badassbreastfeedingpodcastOversupply or Hyperlactation. What does it mean to have an oversupply? Andhow do you know if you have one? What are the consequences? On today'sepisode, Dianne and Abby talk about what oversupply can mean for you, and foryour baby.If you are a new listener, we would love to hear from you.  Please consider leavingus a review on iTunes or sending us an email with your suggestions and commentsto badassbreastfeedingpodcast@gmail.com. You can also add your email to ourlist and have episodes sent right to your inbox!Things we talked about:Hyperlactation [5:40]Signs of oversupply [9:40]Feeds can feel like a struggle [12:27]Green poop [13:40]Weight gain [18:40]How do you know? – pumping [20:32]Making things easier for your baby [24:20]Block feeding [26:13]Links to information we discussed or episodes you should check out!https://badassbreastfeedingpodcast.com/episode/preventing-mastitis/https://badassbreastfeedingpodcast.com/episode/breastfeeding-myths-we-found-on-the-internet/Set up your consultation with Diannehttps://badassbreastfeedingpodcast.com/consultations/Check out Dianne's blog here:https://diannecassidyconsulting.com/milklytheblog/Follow our Podcast:https://badassbreastfeedingpodcast.comHere is how you can connect with Dianne and Abby:AbbyTheuring ,https://www.thebadassbreastfeeder.comDianne Cassidy @diannecassidyibclc, http://www.diannecassidyconsulting.comMusic we use:Music: Levels of Greatness from We Used to Paint Stars in the Sky (2012)courtesy of Scott Holmes at freemusicarchive.org/music/Scott Holmes

Saint Louis Real Estate Investor Magazine Podcasts
From Communist to Capitalist Turning Disadvantage Into Financial Freedom with Erion Shehaj

Saint Louis Real Estate Investor Magazine Podcasts

Play Episode Listen Later Jul 3, 2025 59:47


Erion Shehaj shares how growing up without private property helped him build wealth in America—and why agents must turn commissions into capital.See full article: https://www.unitedstatesrealestateinvestor.com/from-communist-to-capitalist-turning-disadvantage-into-financial-freedom-with-erion-shehaj/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Mattias and Erica: Hosts with a Holistic Mission(00:08) - Weekly Interviews About Bold Living and Real Estate(00:14) - Tune In Every Week for Expert Advice(00:18) - Let's Level Up Together(00:24) - Mattias Recaps Easter Weekend Without Erica(01:35) - Guest Introduction: Erion Shehaj's Unique Role in Real Estate(03:02) - From Communist Albania to U.S. Investing: Erion's Origin Story(04:44) - Discovering Real Estate in College Through Numbers(06:07) - The Power of Tangible Assets and Long-Term Strategy(07:53) - Becoming a Lifelong Real Estate Advisor for Clients(10:17) - Honest Guidance Builds Trust and Repeat Business(11:43) - The Mindset Shift: Advisor vs. Salesperson(12:51) - Story 1: The Millionaire in Coveralls(14:26) - Story 2: Why You Must Invest for Yourself Too(15:26) - Real Estate as a Business, Not Just an Asset(18:23) - Your Property Picks the Tenants—Plan Accordingly(21:24) - Design Properties for the Tenant Experience You Want(23:20) - Return on Brain Damage: A New Investment Metric(24:20) - What Erion Does: Investment Broker Meets Financial Planner(28:12) - Building the Financial Blueprint for Real Estate Wealth(30:39) - Why Professionals Need a Turnkey Investing System(33:03) - Growth Markets Like Houston Create Scalable Opportunities(35:00) - Stock Market Volatility Drives Real Estate Demand(36:41) - The Shift to Defensive Strategy Investing(38:11) - Tariffs, Bonds, and Construction Costs in 2025(39:28) - Oversupply vs. Undersupply: Why 2024 ≠ 2008(41:05) - Lending Standards Are Tighter Than the 2008 Crisis(42:09) - Do Buyers Always Feel Like They Overpay? Yes.(43:54) - You'll Regret What You Didn't Buy, Not What You Did(45:27) - The Goal Is Converting Labor into Capital(47:11) - The Flywheel: Commissions → Investments → Cashflow(48:25) - Using Equity Lines to Power BRRRR Success(51:08) - Set Up Equity Access *Before* the Deal Appears(53:50) - Superpowers Come from Disadvantages(55:07) - Immigrant Perspective and the Power of Contrast(56:50) - Two Books That Will Change Your Life and Finances(58:03) - Mattias on Financial Programming and Money Culture(58:56) - How to Connect with Erion Shehaj(59:08) - Final Thoughts from Mattias and Erica(59:47) - Disclaimer: Not Investment Advice or Mental Health TherapyContact Erion Shehajhttps://www.signaturehouston.com/agents/158/erion-shehaj/For more holistic content you'll love, visit https://reiagent.com

Onyx and the World of Oil Derivatives
12 Days of Panic, Then… Silence? Oil Shrugs Off War as Oversupply Talk Heats Up

Onyx and the World of Oil Derivatives

Play Episode Listen Later Jul 1, 2025 69:46


In this episode of the Flux News podcast, Group CEO Greg Newman is joined by Harry Campion-Evans from Onyx Markets and "Geek in the Seat" Harinder Sandhu to unpack the aftermath of the Israel-Iran conflict and its whiplash effect on global oil markets. With volatility collapsing, producer hedging accelerating, and refiners raking in profits, they look beneath the headlines to understand who actually came out on top - and why the bearish consensus might be getting ahead of itself. This week's discussion dives into:• The volatility unwind: how trade houses crushed overpriced options after the ceasefire• Why flat price ignored the news flow - and what Brent spreads reveal about true sentiment• The return of Iranian barrels, Trump's oil tweets, and what they mean for 2025 balances• OPEC's next move: paper unwind or physical flood? And why the Saudis are playing it slow• CTA, hedge fund, and retail whiplash: who faded the spike, and who got caught?• Crack spreads remain sky-high, even as UK refineries shut down. What's really going on here?• And more! Want to trade?Get a behind-the-scenes look at how the pros express views with relative value trades, uncorrelated contracts, and smart positioning. This episode is rich in education for newer traders, and deep enough for veterans hunting asymmetric opportunities. All the trades discussed are live on Onyx Markets, where you can practice, simulate, or dive in. Visit https://onyxmarkets.co.uk/ 

Old Capital Real Estate Investing Podcast with Michael Becker & Paul Peebles
EPS 330 - From Oversupply to Opportunity: DFW's Apartment Market Strikes Back! The Institutional Outlook with Michael Ware.

Old Capital Real Estate Investing Podcast with Michael Becker & Paul Peebles

Play Episode Listen Later Jun 30, 2025 42:23


Michael Ware, with Institutional Property Advisors in Dallas, shares critical information in making smart apartment investing decisions. Michael believes that Dallas-Fort Worth (DFW) remains a top-performing multifamily market due to strong population and job growth. DFW multifamily trade volume has rebounded from $5 billion in 2023 to an expected $8–10 billion in 2024, to even higher in 2025 thus signaling recovery. Institutional capital is re-entering the market, focusing on Class A properties. Some of the challenges he saw were operational headwinds including oversupply, elevated concessions, and difficulties raising equity for deals over $10 million and workforce housing facing higher delinquency rates and vacancy issues, compounded by tenant-friendly eviction policies. Today, opportunities for institutional buyers are with Class A properties in prime locations, while B and C properties are offering better yields for private investors. Rent growth is expected to accelerate in 2025–2026 due to undersupply and affordability challenges in single-family housing. He offered advice to buyers: Smaller operators should focus on organization, transparency, and demonstrating financial readiness to compete with larger institutions, and well-located 1980s workforce housing offers strong potential for yield and long-term growth. To contact Michael Ware at IPA: mware@ipausa.com Are you ready to unlock the potential of Multifamily Syndications? Discover how Michael Becker's proven real estate syndication business can open doors to financial growth and your long-term success. Visit SPIADVISORY.COM today and start your journey toward smarter investing!

Milk Drunk by Bobbie
Bobbie Mom Leila Milgrim on Hyperemesis, Using Formula top Resolve Oversupply and Breastfeed Longer + Her Billboard in Times Square

Milk Drunk by Bobbie

Play Episode Listen Later Jun 24, 2025 34:22


Have you ever wondered what it would be like to get the official “influencer treatment” from a brand? New mom + real Bobbie customer Leila Milgrim spills what it was like starring in Bobbie's Mother's Day campaign with her 6-month-old son, including their professional photoshoot + brand trip to NYC, where they made lifelong memories + friends with Bobbie. Leila shares how debilitating hyperemesis is + the need for more solutions, what it's really like having an oversupply + why combo feeding lets her keep breastfeeding, getting outed by Alix Earle for being on a billboard in Times Square with her son, plus Tabria's sage advice for new moms. Please note that this episode may contain paid endorsements and advertisements for products and services. Individuals on the show may have a direct or indirect financial interest in products or services referred to in this episode. Produced by Dear Media. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Onyx and the World of Oil Derivatives
The Geopolitical Premium Is Dead – Refinery Cracks Implode as the Oversupply Era Begins

Onyx and the World of Oil Derivatives

Play Episode Listen Later May 20, 2025 75:13


The Domino Has Fallen. Refinery margins — the last bullish stronghold — are collapsing. This isn't just a signal; it's confirmation that the market is finally pricing in the oversupply reality that's been building for months.Goldman Sachs. The IEA. Every serious analyst has seen this coming — and now it's here. The second half of the year marks a new regime: the geopolitical premium is dead, supply routes are open, and the market is done licking its wounds from last year's chaos. Volatility has faded. Direction is back. The traders who see this shift are already positioning for what's next: the great normalisation.In this episode of Flux News, the team break down how this moment changes everything — and where the money moves now. They also discuss: The collapse in refinery margins and what it signalsHow the Brent/Dubai spread is spelling out a physical market resetThe surge in CTA and money manager positioning—and why it might be too lateHeadline fatigue, flat volatility, and why everyone's ignoring Iran… for nowWhy Ryanair's recent hedging could be a top signal for distillatesThe crack collapse across gasoil, naphtha, and fuel oilA breakdown of the Great Normalisation—and why directional trades are finally back on the menuGoldman Sachs saw this coming. The IEA flagged it. Now it's here: Geopolitical premium? Dead. Supply? Loose. Demand? Meh. The second half of the year is a new regime. Want to trade? Get a behind-the-scenes look at how the pros express views with relative value trades, uncorrelated contracts, and smart positioning. This episode is rich in education for newer traders, and deep enough for veterans hunting asymmetric opportunities. All the trades discussed are live on Onyx Markets, where you can practice, simulate, or dive in. Visit https://onyxmarkets.co.uk/

Best Real Estate Investing Advice Ever
JF 3905: Niche Markets, Lease-Up Strategies, and Beating Oversupply ft. Drew Dolan

Best Real Estate Investing Advice Ever

Play Episode Listen Later May 14, 2025 36:37


On this episode of Beyond Multifamily, Amanda Cruise and Ash Patel interview Drew Dolan, fund manager at DXD Capital, a self-storage-focused CRE firm based in Albuquerque, New Mexico. Drew shares how his background in engineering and technical sales led to a pivot into development, and why he now prefers building over buying due to the greater margin for error and control over entitlements. He breaks down DXD's national development strategy, current projects in 20 states, and why fully entitled land is one of the most overlooked opportunities. Drew also shares insights on supply chain risks, market elasticity in self-storage, and how rising rates and housing stagnation impact demand. Drew Dolan Current role: Fund Manager at DXD Capital Based in: Albuquerque, New Mexico Say hi to them at: drew@dxd.capital or dxd.capital Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Try Huel with 15% OFF + Free Gift for New Customers today using my code bestever at https://huel.com/bestever. Fuel your best performance with Huel today! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Pain Free Birth
#51| The Truth about Breastfeeding, Birth Interventions and Tongue Ties No One Told You - Rachael Austin

Pain Free Birth

Play Episode Listen Later May 13, 2025 65:14


In this episode, Karen sits down with Rachael Austin, RN, IBCLC—an internationally recognized midwife and head educator for the Thompson Method of Breastfeeding—to unravel some of the most misunderstood parts of the birth-to-breastfeeding journey. Whether you're preparing for your first baby or recovering from a rough start, this episode will open your eyes and give you confidence to trust your body—and your baby.   Timestamps: 03:29 – How Birth Interventions Affect Breastfeeding 05:08 – Nipple Pain & Outdated Breastfeeding Techniques 06:05 – How Pitocin & Epidurals Disrupt Oral Function 09:02 – Alternatives When Breastfeeding Isn't Working 10:19 – Bottle Design & Breastfeeding Confusion 13:13 – Colic, Reflux & Overfeeding Explained 15:31 – Can You Overfeed a Breastfed Baby? 23:30 – Retraining Baby to Breastfeed After NICU/Interventions 24:07 – Proper Latch vs. Common Mistakes 30:17 – The Truth About Newborn Weight Loss & IV Fluids 33:29 – Mastitis, Oversupply & Nipple Trauma 46:35 – Tongue Ties, Lip Ties & Misdiagnosis 51:09 – The Tongue Tie Surgery Boom (900% Increase?) 57:11 – Postpartum Mental Health & Maternal Burnout   Get 50% OFF the Thompson Method Birth & Breastfeeding Course:https://thompsonmethod.com/painfree   CONNECT WITH KAREN: Youtube - https://www.youtube.com/@painfreebirthwithkarenwelton  Facebook - https://www.facebook.com/painfreebirth  Instagram - https://www.instagram.com/painfreebirth/  Spotify Podcast - https://open.spotify.com/show/5zEiKMIHFewZeVdzfBSEMS  Apple Podcast - https://podcasts.apple.com/ca/podcast/pain-free-birth/id1696179731 Website - https://painfreebirth.com/  Email List https://pain-free-birth.mykajabi.com/website-opt-in  

The Property Academy Podcast
We investigate NZ's housing oversupply crisis⎥Ep. 2071

The Property Academy Podcast

Play Episode Listen Later May 13, 2025 11:04


In this episode, we discuss whether New Zealand really has a housing oversupply — or if we're just misreading the data.You'll learn:The difference between the total housing stock and the spot marketWhy listings are high right now, but it doesn't mean we've overbuiltAnd how supply and demand really interact to push property prices up — or downWant to know what's really happening with property prices in your area? Use our Market Mover Calculator to track how much values have changed.For more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Impact Farming
The Next Farm Crisis? Damian Mason on Tariffs, Trade Wars, Land Bubbles, Oversupply & Deglobalization

Impact Farming

Play Episode Listen Later May 7, 2025 52:30


In this week's episode of The Impact Farming Show, Tracy speaks with Damian Mason on “The Next Farm Crisis: Tariffs, Trade Wars, Land Bubbles, Oversupply & Deglobalization.” Does history repeat itself?  Well, it may not repeat itself exactly, but our current economic environment is showing many similarities to the farm crisis of the 1970s and 1980s. Don't miss this thought-provoking conversation.  Conversation Time Stamps [0:00] - Introduction [1:40] - Is agriculture history repeating itself, with similarities from the 70s and 80s? [3:39] - The political, economic, trade, and productive climates are very similar to the 70s and 80s.  [3:45] - Anyone in agriculture that is around 40 year olds only knows the golden age of North American agriculture. This is dangerous. [4:10] - 80's were terrible. Damian shares about the 80s land values dropping, farm bankruptcies and farms so far upside down that the bank refused to foreclose. [6:17] - So, are we as bad as the 1980s? No, but Damian makes some startling comparisons that will raise a few eyebrows.  [6:20] - What got us into the 80s farm crisis? Inflation, global strife, trade fights, oversupply, and uncertainty. We are facing all the same economic conditions right now. [8:31] - The World is vastly oversupplied, and this is being reflected in price and trade wars. [9:07] - Asset run-up is another factor. Land is at near record highs, as it was in the 1980s. [9:54] - Supply and demand. Tracy asks, “Are we still feeding a growing World, Damian?” [11:18] - Industrialization, innovation, and incredible yield advancement have outpaced population growth. [12:20] - North American 20 to 25 year “up cycle” in demand for agriculture products. [12:54] - We have reached productive capacity, and population growth is heading towards decline. [15:40] - Misleading messaging to farmers. “Feeding the growing World” is no longer accurate and is a dangerously misleading statement for farmers considering farm growth or not. [18:40] - PIK program from the 80s. Subsidizing farmers to reduce agricultural production in dairy, corn, etc. [19:36] - Vastly oversupplied right now. This is a similar tune to 80's over supply. [20:00] - Caution to 40 and 50-year-old farmers on future agriculture and farm growth. [22:38] - “If you got the dirt, you cannot get hurt.” A younger generation is banking on land, which could never possibly decrease in value. [24:40] - Are we in a very different time in history? Attempting change of World powers. [26:07] - Deglobalization versus globalization. [27:28] - Trade wars, protectionism, tariffs, and de-globalization are one interconnected conversation. [28:30] - European agriculture protectionism. [29:50] - USA protectionism. Started long before Trump.  [31:00] - Canadian protectionism: Canadian poultry and dairy supply management is protectionism. Pros and cons. [34:00] - Damian predicts supply management is coming to American agriculture. [36:40] - So what's the answer? [37:00] - Just open new markets. The consumers are already being fed. No one is going unserved. [38:00] - We are now all fighting for the same consumer. No new consumers. [39:00] - Is this the new normal? What do farmers need to have on their radar? [39:30] - Damian predicts indefinite trade spats for the foreseeable future.  [44:00] - Damian, what advice would you give to a 28-year-old young farmer who wants to expand the farm? If you want a thought-provoking and non-mainstream conversation, don't miss this episode! Thanks for tuning in, Tracy =================================

Liquid Assets: A Beverage Industry Podcast
How bad is wine's oversupply problem?

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Apr 24, 2025 48:59


In 2024, wine production far outstripped demand. Glenn Proctor of Ciatti and Jeff Bitter of Allied Grape Growers help us understand the unique challenges of the current crisis and how it is shaping the future of the wine business in the US and beyond.  Contact us via email: bourcard.nesin@rabobank.com Sign up for our research via this link: Knowledge.Rabobank.com You can find the Ciatti newsletter here: Ciatti Company | Substack Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. Ciatti Company is not a part of Rabobank Group. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer

Mastering Money
Mastering Money 4/18/25

Mastering Money

Play Episode Listen Later Apr 18, 2025 51:15


Many landlords are deciding to cash out their rental properties for top dollar these days, as they are finding it nearly impossible to raise rents. The problem: Oversupply of new apartments coming on line with fabulous amenities. An oversupply is developing and inflation is making the problem worse for tenants. We'll review that Wall Street Journal report in the Market Intel Segment, then Shelley Grandidge joins us to talk about Medicare and health insurance opportunities. MASTERING MONEY is on the air!!

TD Ameritrade Network
Crude Oil Oversupply to Keep Prices Low

TD Ameritrade Network

Play Episode Listen Later Apr 4, 2025 7:38


Crude oil has fallen to a near-4-year low. Andy Lipow says that between tariffs and OPEC+ bringing more supply onto the market, prices will likely be lower for a while. He says oil-rich economies are at risk in the Middle East and Africa because of the plunging prices. He considers opportunities in alternative energy sources.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

Voice of California Agriculture
3/6 - USDA Attacks Avian Flu, Mountain Lion Research, Winegrape Oversupply, Food Stamps Regulation Change, and Overtime Tax Credit Legislation

Voice of California Agriculture

Play Episode Listen Later Mar 6, 2025 23:02


USDA Secretary Brooke Rollins takes on bird flu.  Researchers look to deter mountain lions from attacking livestock. Decreased consumption hurts California winegrape growersUSDA stops taxpayer money for food assistance to illegal aliens.Mexico opens its market for more U.S. corn.A bill to provide overtime tax credits to farm employers to get more money to their employees.

Down to Birth
#306 | Breastfeeding Q&A: Engorgement & Oversupply; Sleepy Feeders; Hands-Free Pumps; Foremilk/Hindmilk Imbalances; Cracked Nipples

Down to Birth

Play Episode Listen Later Mar 5, 2025 43:37


Send us a textDo you know the "hi" joke? If not, you haven't been listening long enough or need to go back to our earliest episodes, lol! If you haven't been there you should. We have some amazing episodes from season one.Anyway, today is all about breastfeeding. Trisha answers our listeners' questions on the following:Are there any techniques to relieve engorgement and over-production of milk in the early days to be more comfortable? And Cynthia asks Trisha: Why is oversupply such a problem, anyway?What do you recommend for extra sleepy babies to help them breastfeed when they're demonstrating a preference for bottles over breast? Could being born prematurely have an impact on the situation?Is it ok to use a portable, hands-free pump instead of double electric pump? And find out why it might be best to engage in a side activity while pumping.Does breastfeeding reduce your calcium stores in your bones and should you take more calcium while breastfeeding?For quickies we touch on foreceful letdowns, foremilk/hindmilk balance, breastfeeding apps, breastfeeding without pillow support, cracked nipples, bottle introduction, and our bravest breastfeeding experiences!Over on YouTube, Trisha provides a demonstration of latch on her preferred bottle for breastfeeding babies. To work with Trisha virtually or in person, please text 734-649-6294. In-network coverage with major insurance companies.**********Our sponsors:Silverette Nursing Cups -- Soothe and heal sore nipples with 925 silver nursing cups.Postpartum Soothe -- Herbs and padsicles to heal and comfort.Needed -- Our favorite nutritional products for before, during, and after pregnancy. Use this link to save 20%DrinkLMNT -- Purchase LMNT with this unique link and get a FREE sample packENERGYbits--the superfood every mother needs for pregnancy, postpartum, and breastfeedingUse promo code: DOWNTOBIRTH for all sponsors. Connect with us on Patreon for our exclusive content.Email Contact@DownToBirthShow.comInstagram @downtobirthshowCall us at 802-GET-DOWN Watch the full videos of all our episodes on YouTube! Work with Cynthia: 203-952-7299 HypnoBirthingCT.com Work with Trisha: 734-649-6294 Please remember we don't provide medical advice. Speak to your licensed medical provider for all your healthcare matters.

The Edge Podcast
Back To The Basics: Why VanEck Wants To Invest In Great Products and Founders Who Won't Rug Us

The Edge Podcast

Play Episode Listen Later Feb 28, 2025 64:40


Pranav Kanade is Portfolio Manager for Digital Assets at VanEck.In this episode, we break down why altcoins have struggled this cycle, what sets the few winners apart, and where real opportunities lie—both in crypto and public markets. We also explore how stablecoin legislation could unlock new value and what's next for ETFs in the digital asset space.------

Zulf Talks Photography
5 Points: UK House Prices Could Increase

Zulf Talks Photography

Play Episode Listen Later Feb 12, 2025 8:57


Economic Recession Risks Rising inflation and interest rates can lead to a recession, decreasing demand for housing. Sources: The Guardian, BBC News. Increased Mortgage Rates Higher borrowing costs may deter potential buyers, leading to a drop in property values. Sources: Financial Times, The Telegraph. Cost of Living Crisis Struggling households might prioritize essential expenses over home purchases, reducing market activity. Sources: The Independent, Sky News. Oversupply of Properties A potential increase in new builds combined with reduced buyer demand could create an oversupply situation. Sources: Property Week, The Times. Changing Work Patterns The rise of remote working may reduce demand in traditionally desirable areas, leading to price declines in those regions. Sources: The Sun, Metro. Think of this podcast as if you are sitting and chatting with friends. A lot of business tips and advice on how I progressed from my 9-5 office role to a Director of my own company. There will be banter about success and financial freedom the odd motivational speech to also give you a boost. I will share thoughts on various subjects and use this to document my career journey occasionally joined by guests. be sure to reach out if you have any questions. I will only send you emails relating to the topics I talk about in my podcast/show My Business Working for Yourself podcast is powered by TrustedCreators.org. Clarity

TD Ameritrade Network
Still a ‘Structural Oversupply' in Crude, U.S. Drivers Won't See Big Price Bump

TD Ameritrade Network

Play Episode Listen Later Feb 5, 2025 6:26


Vikas Dwivedi discusses crude oil and energy markets. “In the end, the oil will flow,” he says in response to tariffs, and thinks the U.S. consumer won't see too big a price bump. He talks about the energy trading relationship between the U.S. and Canada, and between the U.S. and China. He thinks there is still a “structural oversupply” in crude oil. ======== 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/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Bitcoin Saw ‘Massive Liquidation', Crude ‘Oversupply' Remains

TD Ameritrade Network

Play Episode Listen Later Feb 3, 2025 6:32


Scott Bauer looks at commodities amid tariff volatility. He looks at Bitcoin's “massive liquidation” overnight. He says he's now flat on crude oil as “anything can happen now”. However, he says oversupply dynamics still remain in the market. Overall, he reiterates that “volatility is mean-reverting.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Coach Carson Real Estate & Financial Independence Podcast
#376: 2025 Real Estate Trends You Need to Know Now! (ft. Dave Meyer)

Coach Carson Real Estate & Financial Independence Podcast

Play Episode Listen Later Dec 30, 2024 46:36


Broken Silicon
287. B580 Battlemage Leak, Intel after Pat Gelsinger, ARM GPU, Nvidia | Daniel Nenni

Broken Silicon

Play Episode Listen Later Dec 8, 2024 106:51


A semiconductor industry veteran & SemiWiki.com founder joins to discuss Intel's implosion. [SPON: Use "brokensilicon“ at CDKeyOffer's Black Friday Sale to get Win 11 Pro for $23: https://www.cdkeyoffer.com/cko/Moore11 ] [SPON: Use “brokensilicon” to get $30 OFF the Minisforum eGPU Dock: https://shrsl.com/4s15r ] 0:00 Introducing Industry Veteran Daniel Nenni 3:18 What ultimately led to Intel's downfall? 11:29 Is SAMSUNG a Trailing Edge Foundry in 2025? 13:52 Are we about to deal with an OVERSUPPLY of silicon? 29:13 Why was Pat Gelsinger fired from Intel? 38:08 Will Intel Foundries ever be cost competitive? 41:28 Who could realistically buy Intel? 47:20 (NEW LEAK) Intel Battlemage B580 Prelaunch Performance 54:20 Chips Act Funding, Onshoring Manufacturing, 2025 Tariffs 1:05:34 Could an AMD x Intel merger happen? 1:10:39 What actions need to be taken to save Intel? 1:16:14 Nvidia entering CPU w/ ARM APUs for Laptop 1:22:04 ARM Discrete GPUs are (likely) Coming! 1:25:59 Is (Broken) Windows in danger of losing its monopoly? 1:29:51 AMD Sound Wave 1:38:09 AMD RDNA 4 & UDNA Last time Daniel was on: https://youtu.be/w-49jKCGE5E?si=GuEtWOIhPS1wgTg7 SemiWiki: https://semiwiki.com/ Daniel Nenni's Book “Fabless”: https://amzn.to/3OQ41Wt Daniel Nenni's Podcast: https://semiwiki.com/podcast/ MLID Nvidia APU Leak: https://www.youtube.com/live/8bfS0fcyXpg?si=JquDQvKPpwk6DRBB&t=87 https://www.techpowerup.com/review/intel-arc-b580-battlemage-unboxing-preview/5.html https://youtu.be/HhmloI9Kcs8?si=bKYTLLVFevyiZ9eH https://www.tomshardware.com/pc-components/gpus/intel-announces-the-arc-b580-and-arc-b570-gpus https://www.techpowerup.com/gpu-specs/arc-a770.c3914 https://www.reuters.com/technology/intels-interim-co-ceo-zinsner-says-new-chief-executive-will-have-foundry-2024-12-04/ https://youtu.be/v1fEpWy9B0c?si=Rh5lkdBK-4kDBUjy https://www.techspot.com/review/2812-amd-radeon-7900-gre-retest/ https://youtu.be/HT8UmPrQYvk?si=B4Yu-ApyaVMfnB2U https://www.tomshardware.com/pc-components/gpus/intels-b570-b580-battlemage-and-amd-navi-44-rdna-4-gpus-reportedly-keep-pace-with-the-rtx-4060-ti-amd-and-intel-vie-to-capture-the-budget-gpu-market https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/ https://www.techspot.com/review/2794-amd-radeon-7600-xt/ https://www.fudzilla.com/news/graphics/42815-intel-s-nvidia-gpu-license-expires-in-march https://www.chosun.com/english/industry-en/2024/11/01/UM2QF46ZSZG4PJATKVNRZ5PIOI/

Capital Spotlight
E72: How Multifamily Oversupply Is Reshaping the Market in 2024

Capital Spotlight

Play Episode Listen Later Nov 25, 2024 48:44


In this episode of the Lone Star Capital podcast, Craig McGrouther and I discussed the current state of the real estate market, focusing on supply and demand dynamics, historical trends, and strategies for investors. We analyzed the impact of recent economic conditions on multifamily housing and caution against the allure of distressed properties, emphasizing the importance of data-driven decision-making.In this conversation, we explored the complexities of investing in distressed real estate, the current market trends, and the introduction of Lone Star University, a new initiative aimed at enhancing operational efficiency and investor education. We emphasize the importance of understanding market dynamics, the potential pitfalls of distressed investments, and the need for robust operational frameworks to support growth in the real estate sector.Learn more about Lone Star Capital at www.lscre.com To apply to attend LSC Summit 2024: www.lscsummit.comGet a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/underwriting-modelFollow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/https://www.facebook.com/RobBeardsleyLSC/Read Rob's articles:https://www.lscre.com/blog

Grain Markets and Other Stuff
Spreads and Gulf Basis are FIRE - Futures to Follow? (Soybeans and Corn)

Grain Markets and Other Stuff

Play Episode Listen Later Oct 18, 2024 17:02


Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Jake and Gino Multifamily Investing Entrepreneurs
3 Biggest Challenges & Opportunities in Multifamily Today | How To With Gino Barbaro

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Sep 18, 2024 13:24


Welcome back to the Jake and Gino channel! In this eye-opening how-to video, Gino Barbaro dives deep into the Top 3 Biggest Challenges Facing Multifamily Real Estate Today—and more importantly, how to turn these hurdles into lucrative opportunities.Whether you're a seasoned investor or just starting out, understanding these challenges is crucial for navigating the current real estate landscape and securing your financial future.What You'll Learn:Staffing Challenges & Rising Costs (00:16)Discover how post-COVID staffing issues and increasing operational costs are impacting multifamily real estate.Learn strategies to manage higher expenses in insurance, taxes, and day-to-day operations.Limited Deal Flow & Market Boredom (02:37)Find out why less deal flow isn't necessarily a bad thing.Uncover opportunities in building stronger relationships with brokers and investors during slower market periods.Capital Pullback from Investors & Banks (05:02)Understand the current capital crunch and its effects on financing deals.Explore creative financing options like seller financing to keep your investments rolling.The Risks of Bridge Debt on Stabilized Assets (07:27)Learn why using bridge debt on stabilized properties can be a risky move.Get insights on safer financing strategies like fixed-rate loans and how to use them effectively.Oversupply of Assets & Market Saturation (09:50)Analyze the impact of new developments flooding the market.Discover how short-term challenges can lead to long-term gains if you play your cards right. Key Takeaways:Opportunity in Adversity: Every challenge presents a hidden opportunity for those who know where to look.Creative Financing is King: With traditional lending tightening, now's the time to master strategies like seller financing.Stay the Course: Don't get sidetracked by market fluctuations; focus on your long-term investment goals.Educate Yourself: Knowledge is power—equip yourself with the right information to make informed decisions.Resources & Contact:Get Your Free Copy of "Creative Cash": Email Gino at gino@jakeandgino.com to receive your complimentary copy and learn more about creative financing strategies.Don't Forget to:LIKE this video if you found it valuable.SUBSCRIBE to our channel for more expert insights.SHARE this video with fellow investors who need to see this!Join the Conversation:Have questions or comments? Drop them below! We'd love to hear about the challenges you're facing and how you're overcoming them.#MultifamilyInvesting #RealEstateChallenges #SellerFinancing #BridgeDebt #JakeAndGino #InvestmentStrategies We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)