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Here's another podcast we think you'll enjoy, The Big Short Companion from Against the Rules, hosted by bestselling author Michael Lewis. Lewis' popular book The Big Short is 15 years old, and to mark the occasion, Lewis is looking back on how the 2008 financial crisis still affects the world today. Investor Michael Burry was one of the first to see the subprime housing market crisis coming, and now, he's back in the headlines, this time for betting against a very different kind of boom: he's taken short positions in tech titans Nvidia and Palantir. In this episode, Michael Lewis sits down with Burry for a rare interview. Find The Big Short Companion from Against the Rules wherever you get podcasts and The Big Short audiobook wherever you get audiobooks. Hosted on Acast. See acast.com/privacy for more information.
GET HEIRLOOM SEEDS & NON GMO SURVIVAL FOOD HERE: https://heavensharvest.com/ USE Code WAM to save 25% plus free shipping! GET YOUR WAV WATCH HERE: https://buy.wavwatch.com/WAM Use Code WAM to save $100 and purchase amazing healing frequency technology! BUY TICKETS HERE! https://anarchapulco.com/ Use Code WAM & Save 10%! BUY GOLD HERE: https://firstnationalbullion.com/schedule-consult/ Avoid CBDCs! Get Your SUPER-SUPPLIMENTS HERE: https://vni.life/wam Use Code WAM15 & Save 15%! Life changing formulas you can't find anywhere else! Josh Sigurdson reports on the breaking news regarding the Pentagon's official agreement with xAI at the Department Of War, utilizing AI for militarism worldwide. This agreement comes months after President Trump signed an AI militarism deal with Saudi Arabia and Qatar alongside Palantir's Alex Karp and Peter Thiel, Sam Altman, Larry Fink of BlackRock, Elon Musk and many other technocrats. As we've warned for decades, social media was always meant to be the surveillance Trojan Horse to bring in social credit. Where people voluntarily give up their private information for a large database which is then used to determine via machine learning what kind of person you are. China did this with Sesame Credit years ago via WeChat. Now, it's being done for the Great Reset agenda which is rapidly being put into place both by the left and the right. XMoney which claims to be anti-establishment works in collaboration with Visa. X is being registered as a bank. Its algorithm is based in social credit. Elon Musk wants to put chips in your brain attaches to a Pentagon funded mesh network. He says AI will destroy humanity, yet he's the main person developing it. He says AI will take over most jobs, but don't worry, you can have UBI (Universal Basic Income) which is exactly what the WEF is pushing. He's creating a hive mind with Starlink. Now he's integrating xAI with the Pentagon. Do you understand what's happening yet? This all happens the same week that the US puts forward plans to demand 5 years of social media history to enter the US alongside 10 years of emails, biometrics and photo metadata? The same month that the US government announces it is putting facial recognition and license reading cameras on all highways and within all cities to track all drivers all the time to "track suspicious activity?" The same month that multiple states mandate a digital ID for internet usage? All the while, the government is attesting to demand age verification checks for VPN usage. This isn't a coincidence. With RealID among digital IDs mandated worldwide to fix problems the state created in the first place as well as Basel 3 bail in policies at 63 central banks, the digital prison is becoming more inescapable. On top of this, Chicago and New York City are pushing government run grocery stores and want to push food rations based on your digital fingerprint. Don't live in fear, reject this and prepare yourselves accordingly so you aren't dependent on banks and grocery stores or you will quickly be left behind. Stay tuned for more from WAM! HELP SUPPORT US AS WE DOCUMENT HISTORY HERE: https://gogetfunding.com/help-keep-wam-alive/# Get local, healthy, pasture raised meat delivered to your door here: https://wildpastures.com/promos/save-20-for-life/bonus15?oid=6&affid=321 USE THE LINK & get 20% off for life and $15 off your first box! DITCH YOUR DOCTOR! https://www.livelongerformula.com/wam Get a natural health practitioner and work with Christian Yordanov! Mention WAM and get a FREE masterclass! You will ALSO get a FREE metabolic function assessment! GET YOUR APRICOT SEEDS at the life-saving Richardson Nutritional Center HERE: https://rncstore.com/r?id=bg8qc1 Use code JOSH to save money! SIGN UP FOR HOMESTEADING COURSES NOW: https://freedomfarmers.com/link/17150/ Get Prepared & Start The Move Towards Real Independence With Curtis Stone's Courses! GET YOUR FREEDOM KELLY KETTLE KIT HERE: https://patriotprepared.com/shop/freedom-kettle/ Use Code WAM and enjoy many solutions for the outdoors in the face of the impending reset! PayPal: ancientwonderstelevision@gmail.com FIND OUR CoinTree page here: https://cointr.ee/joshsigurdson PURCHASE MERECHANDISE HERE: https://world-alternative-media.creator-spring.com/ JOIN US on SubscribeStar here: https://www.subscribestar.com/world-alternative-media For subscriber only content! Pledge here! Just a dollar a month can help us alive! https://www.patreon.com/user?u=2652072&ty=h&u=2652072 BITCOIN ADDRESS: 18d1WEnYYhBRgZVbeyLr6UfiJhrQygcgNU World Alternative Media 2025
Ken Shreve and Ed Carson walk through Wednesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
RIGGING REALITY - 12.22.2025 - #902 BestPodcastintheMetaverse.com Canary Cry News Talk #902 - 12.22.2025 - Recorded Live to 1s and 0s Deconstructing World Events from a Biblical Worldview Declaring Jesus as Lord amidst the Fifth Generation War! CageRattlerCoffee.com SD/TC email Ike for discount https://CanaryCry.Support Send address and shirt size updates to canarycrysupplydrop@gmail.com TRUMP/SPACE 10:16 Trump signs sweeping executive order aimed at 'ensuring American space superiority' | Space AI/EPSTEIN 23:39 Clip: AI video of powerful Epstein blackmail operation (X) ZIONIST/POLYTICKS 38:29 Clip: Mike Huckabee on programming children for Israel (X) Clip: Prager on OT Israel as modern nation state (X) Clip: Ron Paul in 2005 saying Israel created Hamas (X) Erika Kirk walk out with Nicki Minaj, Charlie clip goes viral Clip: Nicky Manaj saying demon lives inside of her, years ago (X) Clip: Kash Patel on making Israel a priority (X) US pitch 'Project Sunrise' — $112B plan to rebuild Gaza as luxury destination (Times of Israel) PALANTIR 2:29:43 Palantir CEO Alex Karp spent a record $120M for 3,700-acre monastery near Aspen (NY Post) POLYTICKS 2:39:21 Clip: Georgia election 2020 rigging is confirmed (X) → Fulton County: 2020 'We Don't Dispute' 315,000 Votes Lacking Poll Workers' Sigs (Federalist) ANTARCTICA 2:41:40 Enormous 68-million-year-old egg dubbed 'The Thing' unearthed in Antarctica (Earth) EXECUTIVE PRODUCERS TALENT/TIME END 3:23:14
Anti-Palantir protesters gathered outside the AI surveillance giant's new headquarters in Cherry Creek on Sunday, while the company's billionaire CEO, Alex Karp, reportedly just bought a massive monastery outside Aspen. So, is Gov. Jared Polis having second thoughts about inviting Palantir to Colorado? Westword editor Patty Calhoun joins host Bree Davies and producer Paul Karolyi to talk through the latest on Palantir, as well as the news that Your Mom's House wasn't paying its taxes. Plus, we hear from a listener about the allegations of a toxic workplace at the Denver Metro Chamber of Commerce and pick our biggest fails of the year. Patty talked about this 2024 profile of Bowen Yang in The New Yorker. What do you think is the biggest fail of the year? We want to hear from you! Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: 720-500-5418 For even more news from around the city, subscribe to our morning newsletter Hey Denver at denver.citycast.fm. Watch clips from the show on YouTube: youtube.com/@citycastdenver or Instagram @citycastdenver Chat with other listeners on reddit: r/CityCastDenver Support City Cast Denver by becoming a member: membership.citycast.fm/Denver Learn more about the sponsors of this December 23rd episode: Simply Eloped Cozy Earth - Use code COZYDENVER for up to 20% off Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at citycast.fm/advertise
Datavault AI CEO Nathaniel Bradley breaks down Palantir (PLTR), which has recently garnered attention for its U.S. military partnerships, including a $448 million deal with the U.S. Navy and a $10 billion agreement with the U.S. Army. Bradley highlights Palantir's AI platform, which has led to scrutiny in Europe, but also its partnership with Nvidia (NVDA). George Tsilis later offers a neutral to bullish options strategy for Palantir.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Palantir no te espía. Hace algo más sofisticado —y más peligroso—: convierte datos en decisiones de poder. Nacida tras el 11-S y financiada desde el inicio por la CIA, Palantir se ha convertido en infraestructura crítica para gobiernos, ejércitos y grandes corporaciones. En este episodio analizamos qué es realmente Palantir, cómo funciona su software, por qué está en el centro de la guerra en Ucrania y qué ocurre cuando la inteligencia artificial se integra en sistemas que ya deciden sobre seguridad, fronteras y recursos públicos. No es un podcast sobre conspiraciones. Es una conversación incómoda sobre incentivos, eficiencia y el futuro de la libertad cuando el juicio humano empieza a ser sustituido por algoritmos. Si crees que el poder hoy se ejerce con leyes… quizá no estés mirando el lugar correcto. Learn more about your ad choices. Visit megaphone.fm/adchoices
*Get Shaan's 4 money rules that took him from broke to $25M by 30:* https://clickhubspot.com/wrg Episode 777: Shaan Puri ( https://x.com/ShaanVP ) talks to Chris Camillo ( https://x.com/ChrisCamillo ) about how he turned $20K into $60M using social arbitrage investing. — Show Notes: (0:00) Intro (1:00) Turning $20K to $60M (5:30) Garage sale arbitrage (12:36) Observational investing (14:33) Bet: Beacon Roof (19:03) Bet: E.l.f (22:04) Trending on Twitter (29:00) Ticker Tags (31:55) Bet: Sphere in Las Vegas (36:48) Chris's first million (40:34) My biggest mistake (43:42) Bet: Palantir (46:58) Drawing down 40% of my net worth (51:49) $30M in one year (57:39) 2026 picks: Bloom Energy, Palantir, NVIDIA (1:02:06) Should regular people do this? (1:13:45) Bet: Private airfaire — Links: • Ticker Tags - https://ticker-tags.com/ • Dumb Money Live - https://www.youtube.com/@DumbMoneyLive • Unknown Market Wizards - https://www.amazon.com/Market-Wizards-traders-youve-never/dp/0857198696 • Bloom - https://www.bloomenergy.com/ — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano //
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über einen Sam Altman im Attacke-Modus, die prominenten MDax-Aufsteiger und 7 Bücher, die Euch helfen, das globale Chaos besser zu verstehen. Außerdem geht es um Alphabet, Nvidia, Tencent, Softbank, T-Mobile, Nvidia, Arm, Biogen, Lululemon, ON Semiconductor, GlobalFoundries, CDW, The Trade Desk, Alnylam Pharmaceuticals, Seagate, Western Digital, Insmed, Monolithic, Ferrovial, Meta, Tesla, Apple, Microsoft, Broadcom, T-Mobile, Applovin, Palantir, Aumovio, TKMS, Hellofresh, Gerresheimer, Teamviewer, Ottobock, Tonies, Verbio, PSI Software, LPKF, Stratec, Thyssenkrupp Nucera, Formycon, Procredit, Amadeus Fire, iShares MSCI EM SRI ETF (WKN: A2AFCZ), Xtrackers MSCI World Health Care ETF (WKN: A113FD), L&G Cyber Security ETF (WKN: A14WU5), iShares STOXX Europe 600 Construction & Materials ETF (WKN: A0H08F), iShares Core MSCI World ETF (WKN: A0RPWH), (Xtrackers MSCI Emerging Market ETF (WKN: A12GVR), Amundi Core MSCI Japan ETF (WKN: LYX0YC), iShares Core MSCI Europe ETF (WKN: A0RPWG), Xtrackers MSCI USA ETF (WKN: A1XB5V), NASDAQ-100 ETF (WKN: A0F5UF), JPMorgan US Research Enhanced ETF (WKN: A2DWM7), Xetra-Gold (WKN: A0S9GB, Euwax Gold II (WKN: EWG2LD), iShares Global Corporate Bond EUR (WKN: A1W02Q), Xtrackers II EUR Overnight Rate ETF (WKN: DBX0AN). Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
In this wide-ranging Burn Notice, Vince and OG Napalm pull the curtain back on power, scandal, and the machinery behind modern chaos. What starts with workplace misconduct and hypocrisy quickly spirals into a deeper conversation about who actually faces consequences and who never does. The episode connects sports scandals, elite protection, and Epstein's shadow to something even bigger: surveillance, data harvesting, and AI as the next control system. From Palantir and Elon Musk to deepfakes, misinformation, and voter data, the hosts warn that the real danger isn't what's loud but what's hidden in plain sight. It's a sober reminder that we're living in a moment future history books won't soften, and vigilance is no longer optional.
A Note from James:One of my favorite conversations on this show was with Peter Thiel. Yes—PayPal, Facebook, Palantir, and a dozen other hits. I first ran this episode years ago, and the advice still holds up. The same stories, the same frameworks—and the same challenge to think from first principles. Here's Peter Thiel, one of the most influential entrepreneurs of our time. Episode Description:In this redux, James pressure-tests the core ideas from Peter Thiel's Zero to One—why competition is for losers, how real monopolies are built, and why starting “narrow” is often the only path to something huge. They cover Facebook's early moat (real identity), PayPal's network-effect wedge on eBay, and the “10x or nothing” bar for proprietary technology. Peter shares a contrarian read on bubbles, why biotech's slump may be opportunity, and how to hire, divide roles, and keep teams from fighting. The through-line: seek secrets, combine disciplines, and make something so different that it becomes its own category. What You'll Learn:How to pick markets the Zero to One way: start with a “small, winnable monopoly,” then expand in concentric circles. The four classic moats—and which to favor first: proprietary tech, network effects, economies of scale, and brand (with a bias toward real tech). A practical rule for virality vs. network effects: growth is a tactic; enduring value comes from the network that forms once users arrive. Team design that prevents internal warfare: make roles uniquely owned; if two people own the same thing, you're paying for a fight. How to hunt “secrets”: believe they exist, look where consensus is stale, and borrow from adjacent fields to see what specialists miss. Timestamped Chapters:[02:00] A Note from James — Why this conversation still ranks among the best. [03:00] Zero to One, in one line — “Do something new, different, fresh, strange.” [05:17] Competition vs. Capitalism — Why perfect competition kills profits; aim for uniqueness. [07:28] Facebook's original edge — Real identity as the breakthrough vs. MySpace's alt-persona culture. [09:14] Bits vs. Atoms — Stagnation outside software and how biology could become an information science. [12:05] Personality and perseverance — Why mild contrarian wiring helps founders ignore status games. [15:21] “10x or nothing” — The technology and/or experience must be an order of magnitude better. [17:00] Monopoly thinking, ethically done — Create abundance by creating something truly new. [23:30] The PayPal pre-history — Why long-running trust among teammates births more companies. [30:10] Early Facebook investment logic — College-only looked “small,” which was exactly the point. [32:03] Turning down $1B — The boardroom debate, optionality, and founder conviction. [36:23] Moats in practice — Picking the right advantage (and why brand alone is shaky). [37:06] Network effects ≠ virality — How value compounds after growth. [39:54] PayPal's wedge — eBay power-sellers and the $10 incentive as a growth accelerant. [41:22] Beware the “Chinese refrigerator” TAM slide — Start small, win big. [42:01] Uber vs. Airbnb — Investor bias and why some models get over- or undervalued. [44:18] Bubbles and the public — What changes across tech, housing, and today's “government bubble.” [48:00] War on cash & credit — Why Peter favors unlevered, opaque innovation over fixed income. [51:10] Biotech headwinds (and upside) — Regulation, Eroom's Law, and why sentiment can misprice breakthroughs. [53:50] Secrets — If you assume they exist, you'll be the one to find them. [57:56] Interdisciplinary bets — CS × biology; CS × transportation; why university silos miss the action. [59:51] Silicon Valley on HBO — The “Peter Gregory” caricature and what the show gets right. Additional Resources:Zero to One: Notes on Startups, or How to Build the Future (book) — Amazon hardcover. AmazonFounders Fund — Peter Thiel profile (bio & portfolio highlights). Founders Fund“PayPal Mafia” overview (alumni companies: YouTube, Yelp, LinkedIn, Tesla, SpaceX, Palantir, Yammer). WikipediaYahoo's 2006 $1B offer for Facebook (background reporting). Business InsiderEroom's Law (pharma R&D productivity; Nature Reviews Drug Discovery). NatureSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This is the dumb money playing field and they built it on purpose. In this episode, I break down how Wall Street, brokers, and these new 5x leveraged ETFs are setting retail investors up to get obliterated, while the wealthy quietly print money with assets, loans, and tax games most people never get taught. We talk about how 23-hour trading, 5x leveraged stock & crypto ETFs, and casino-style apps are designed to keep you glued to the screen, over-leveraged, and emotionally cooked — while the people who built the game barely touch this stuff. If you trade AMD, Nvidia, Tesla, Coinbase, Bitcoin, ETH, Solana, XRP, Amazon, Google, MSTR, Palantir… this episode is a must-watch before you ever touch a leveraged ETF.Join our Exclusive Patreon!!! Creating Financial Empowerment for those who've never had it.
Welcome back to another hour of digital cynicism. We kick things off with a FOLLOW UP on Amazon's Fallout recaps, which were apparently so hallucination-heavy they made the actual wasteland look organized; naturally, they've been nuked along with the "Video Recaps" feature. In a massive dose of IN THE NEWS, Tesla is finally getting a legal side-eye in California for its deceptive "Autopilot" branding, while TikTok is performing a corporate shell game by selling a 45% stake to Oracle and friends to keep the feds happy. Reddit is fighting Australia's under-16 ban like it's a constitutional crisis, Louisiana's age-verification law just got benched by a judge, and Merriam-Webster officially crowned "slop" as the Word of the Year—which is fitting, given that OpenAI is selectively hiding chat logs from murder-suicides while their Chief Scientist warns that recursive AI self-improvement might end the human experiment by 2030. If the "intelligence explosion" doesn't get us, the CRASH Clock says we've got roughly 2.8 days before Elon's satellite swarm turns low-earth orbit into a permanent scrapyard.In our MEDIA CANDY segment, we mourn the transition year of Star Trek, which was mostly a series of unmitigated disasters and corporate retreats, though the Oscars moving to YouTube in 2029 means we can finally ignore them in 4K. Meta is testing a "pay-to-share-links" feature because they clearly haven't alienated creators enough, and a new study suggests Amazon's "dynamic pricing" is basically just a high-tech way to gouge public school districts for pencils. Moving to APPS & DOODADS, iOS 26.2 is here with a "Liquid Glass" slider—groundbreaking stuff, really—while Microsoft's Copilot+ push is effectively killing the laptop market by making 16GB of RAM a luxury item only a data center could love. Meanwhile, iRobot has officially sucked its last bit of dust into a Chapter 11 filing, proving that even a twenty-year head start can't save you from a 46 percent tariff and better Chinese competition.AT THE LIBRARY, we find out that librarians are ready to quit because people keep demanding books that only exist in a ChatGPT hallucination, proving once again that the "Information Age" was a lie. We descend into THE DARK SIDE WITH DAVE with the tireless Dave Bittner to discuss why modern movies feel like plastic, the bizarre paradox of James Cameron's Avatar dominance, and a bittersweet farewell to Rob Reiner. We wrap it up with the return of The Muppets, a look at plug-in solar panels for the budget-conscious prepper, and the Sedaris siblings proving that even grief can be a podcast topic. It's all the tech "progress" you never asked for, delivered with the appropriate amount of Gen-X side-eye.Show notes at https://gog.show/727Watch on YouTube: https://youtu.be/hHnGD4lIFzASponsors:MasterClass - Get up to 50% off at MASTERCLASS.com/GRUMPYOLDGEEKSPrivate Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordFOLLOW UPAmazon pulls its bad AI video recaps after Fallout falloutIN THE NEWSTesla used deceptive language to market Autopilot, California judge rulesTikTok agrees to deal to cede control of US business to American investor groupReddit sues Australia over underage social media banJudge blocks Louisiana's social media age verification lawMurder-suicide case shows OpenAI selectively hides data after users dieTrump orders creation of litigation task force to challenge state AI laws'Slop' is Merriam-Webster's word of the yearAnthropic's Chief Scientist Says We're Rapidly Approaching the Moment That Could Doom Us AllModel collapseOpenAI Is Going Into the New Year With Some Real Loser EnergyNew ‘CRASH Clock' Warns of 2.8-Day Window Before Likely Orbital CollisionA Facebook test makes link-sharing a paid feature for creatorsStudy links Amazon's algorithmic pricing with erratic, inflated costs for school districtsMEDIA CANDYA Man on the Inside S2Oh. What. Fun.The End of an EraThe West WingF1® The Movie - Apple TVThe Running ManWelcome to DerryWake Up Dead Man: A Knives Out MysteryIs it Cake?Apple TV releasing Pluribus season finale early next weekWarner Bros. Discovery rejects Paramount's hostile bid2025 Was a Turning Point for ‘Star Trek', Whether It Knew It or NotTHE ACADEMY PARTNERS WITH YOUTUBE FOR EXCLUSIVE GLOBAL RIGHTS TO THE OSCARS® AND OTHER ACADEMY CONTENT STARTING IN 2029APPS & DOODADSiOS 26.2 is here with another Liquid Glass tweak, new Podcasts features and moreOh, the Irony: Microsoft's Push for Copilot+ PCs Could Stall Laptop SalesiRobot has filed for bankruptcy and may be taken over by its primary supplierAT THE LIBRARYFlybot by Dennis E. TaylorMaking Space (The Time Traveler's Passport) by R. F. KuangFor a Limited Time Only (The Time Traveler's Passport) by Peng ShepherdLibrarians Are Tired of Being Accused of Hiding Secret Books That Were Made Up by AITHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingWhy Movies Just Don't Feel "Real" AnymoreThe Avatar Paradox - Why Nobody Talks About These MoviesDon't F**k with James CameronEvery James Cameron Movie, Explained by James Cameron | Vanity Fair‘The Muppet Show' Returns for One Night Only Next FebruaryThe Muppet Show | Official Teaser | Disney+Small plug-in solar panels gain traction as an affordable way to cut electricity bills'You don't know what it's like till you lose a parent': Sedaris siblings share their grief storyCLOSING SHOUT-OUTS“Enshittification” YouTube“Enshittification” Spotify“Enshittification” SoundCloud (with a direct download)Len (a.k.a. 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Erichsen Geld & Gold, der Podcast für die erfolgreiche Geldanlage
► Sichere Dir jetzt meinen Report: „Novo Nordisk, Palantir, Nvidia & Netflix: Meine Kaufmarken!“ – 100% gratis: https://www.lars-erichsen.de/ Es ist gar nicht so einfach, Aktien zu kaufen, die gerade niemand haben will. In der Theorie klingt das wunderbar: Man soll dann kaufen, wenn sprichwörtlich „Blut die Straßen runterläuft“, antizyklisch handeln und genau dort investieren, wo andere sich abwenden. In der Praxis sieht es jedoch häufig anders aus. Viele Privatanleger greifen lieber zu den Aktien, die ohnehin gerade von allen gekauft werden – denn in der Herde fühlt man sich sicher und bestätigt. Genau darüber möchte ich heute sprechen: über teilweise sehr qualitativ hochwertige Unternehmen, die aktuell trotzdem kaum jemand anfassen will. Und weil ich 2026 aktiv werde und euch meinen Standpunkt dazu darlegen möchte, warum ich diesen Schritt gehe, habe ich diese Podcastfolge aufgenommen, um meine Gedanken dazu zu teilen. ► Hole dir jetzt deinen Zugang zur brandneuen BuyTheDip App! Jetzt anmelden & downloaden: http://buy-the-dip.de ► An diese E-Mail-Adresse kannst du mir deine Themen-Wünsche senden: podcast@lars-erichsen.de ► Meinen BuyTheDip-Podcast mit Sebastian Hell und Timo Baudzus findet ihr hier: https://buythedip.podigee.io ► Schau Dir hier die neue Aktion der Rendite-Spezialisten an: https://www.rendite-spezialisten.de/aktion Viel Freude beim Anhören. Über eine Bewertung und einen Kommentar freue ich mich sehr. Jede Bewertung ist wichtig. Denn sie hilft dabei, den Podcast bekannter zu machen. Damit noch mehr Menschen verstehen, wie sie ihr Geld mit Rendite anlegen können. ► Mein YouTube-Kanal: http://youtube.com/ErichsenGeld ► Folge meinem LinkedIn-Account: https://www.linkedin.com/in/erichsenlars/ ► Folge mir bei Facebook: https://www.facebook.com/ErichsenGeld/ ► Folge meinem Instagram-Account: https://www.instagram.com/erichsenlars Die verwendete Musik wurde unter www.soundtaxi.net lizenziert. Ein wichtiger abschließender Hinweis: Aus rechtlichen Gründen darf ich keine individuelle Einzelberatung geben. Meine geäußerte Meinung stellt keinerlei Aufforderung zum Handeln dar. Sie ist keine Aufforderung zum Kauf oder Verkauf von Wertpapieren. Zum Zeitpunkt der Erstellung dieses Beitrags, lagen bei dem Autor, Lars Erichsen, keine Interessenskonflikte vor. Geplante Änderungen: Keine. Weitere Informationen entnehmen Sie bitte unserem Transparenzhinweis zum Umgang mit Interessenskonflikten: https://www.lars-erichsen.de/transparenz-und-rechtshinweis
Chaque jour, en moins de 10 minutes, un résumé de l'actualité du jour. Rapide, facile, accessible.
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform. Try Fidelity's most powerful trading experience yet: https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999 Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Dan Nathan hosts Dan Niles, founder and portfolio manager at Niles Investment Management, on the Risk Reversal Podcast. They review market trends from 2025 and look ahead to 2026, discussing the implications of AI, potential market bubbles, and macroeconomic factors. They examine the challenges for companies like OpenAI, which faces funding and competition issues, and explore the broader market impact of AI and tech investments. They also touch on China's tech advancements, U.S.-China trade dynamics, and specific company performances including Nvidia, Oracle, Cisco, and Palantir. The conversation concludes with insights into the economic outlook for 2026 in light of inflation trends, fiscal policies, and potential market volatility. Show Notes OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips (The Information) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
SUBSCRIBE TO ACCESS "MUZAK CHAIRS II" IN ITS MIND-BOGGLING ENTIRETY!SPOILER WARNINGS FOR SEASON I OF THE CHAIR COMPANY:File this one under:Fisher Roby head honcho Jeff Levjman and music A&R scammer Stacy Crystals being clear substitutes for Jeff Epstein & Leslie Wexner, down to nominative symmetries. Jeff Levjman having an Ashkenazic Yiddish name; Stacy Crystals (immensely valuable jewels) = Leslie Wexner (Wexner derived from "weksler", which means "moneychanger" or "banker"). Under the Silver Lake similarities in Stacy Crystals' schemes. "Just to see Mickey. We had a special pass to cut the kids" -> evoking Aquino's Tinkerbell pics, Maxwell w/ Donald Duck doing kids charity work in the UK, Epstein and Piglet, etc... An unexplained "Mighty Mouse" codeword or nickname in a sus email Epstein sent between two of his Gmail accounts. The Chair Co. sequence where Ron ends up at Asher's house in back-to-back scenes (one dream, one corporeal) after falling unconscious while chasing after Baby, who he learns is actually named Minnie Mouse and belongs to this discomfiting dude Asher, only to later discover that Ron has inadvertently returned the dog to its abusive owner... A scene with a jumpscare inside Asher's shed with a "brand new shape" glowing in some light array on the ground that evokes Wexner and his Dybbuk, "the churning", shpilkes, etc. Jeff Levjman's stag night in Sedona with Danny Donovan et al clearly seeming like a riff on Epstein's ties to Santa Fe and Zorro Dude Ranch. Stacy Crystals' bilking of the bourgeoisie built upon the unfulfilling alienation of capitalism which also smacks of the fantasies that Epstein curated for his associates...Dalton School impropriety allegations, pimp coats, Donald Barr. Noam Chomsky rec letters. Epstein talking up how his rep has increased since #MeToo, self-styling as a cancellation consultant over email with Joi Ito. Lawrence Krauss. Ron's theory that Tecca is smuggling poppy stalks and thebaine into the country in voids where the chair appendices are supposed to go evoking a whole host of Iran-Contra connections involving Wexner, Epstein, Delaware, and Ohio. Summit Aviation, Ohioan Cessna dealers, DuPonts, a crash in Nicaragua. Steve Hoffenberg. Epstein's ties to Adnan Khashoggi, Douglas Leese, and Stan Pottinger. The Arthur Shapiro Contract Hit in Columbus. Southern Air Transport - a CIA proprietary airline that was once co-owned by the same shell company that owned Airs America & Asia and which was heavily involved in Iran-Contra drugs-for-guns smuggling. Epstein and Wexner's role in its relocation to Rickenbacker in Columbus. All of this evoking the possible Hungarian connection and Tecca's thebaine. Oliver North. Felix Rodriguez. Donald Gregg. Bush. Another Cessna shot down by Sandinistas, this time Southern Air's (which would relocate to Ohio and handle The Limited's cargo in a few years). The Arthur Shapiro Murder File and Wexner, DeBartolo, Shapiro's law firm partners, city council president Jerry Hammond, the Major Chord Jazz Club, Jack Kessler, Frank Walsh, DeBartolo, and the Genovese-LaRocca Pittsburgh Crime Fam appearing all over it. MAST Industries, Marty Trust, and Sri Lankan textile slave labor. Gov. Voinovich. Local journo Bob Fitrakis's various exposes. Actual sexual blackmail appearing in Chair Co. Episode 5, the insane True Detective esque oner at Oliver Probblo's apartment, where Ron is forced to kiss a woman on camera after walking in on an affair. The bugs. PROMIS. Palantir. Carbyne/Reporty. Actual Ohioan pharma companies that may be inspirations for Brucell. The Delaware City officer that chases Ron down during the '50s Cop Hop at City Hall possibly alluding to Wexner's influence and off-duty employment of a racist-af policeman from Gahanna, Franklin Co. Sheriff Deputies, and an ex SpecOps guy. Major comparisons between the ecological greenwashing of Fisher Robay and Wexner/Kessler's New Albany Company. New Urbanism. And much much more.FULL NOTES ON PATREON
We have Mike Monaghan on the show today and covering the “Birth of an ETF.” He’s going to talk about the Founders ETF and its new launch. We’re also going to talk a little bit about what it takes to get an ETF up and running. From a compliance perspective, remember, there’s no guarantee of future performance. https://youtu.be/o-m3PYHKXqk?si=qBaHkJpUt7xgdpjG Transcript of “The Birth of an ETF” 00:00 The Founders ETF Frazer Rice (00:00.986)Welcome back, Mike. Michael Monaghan (00:02.616)Frazer, it’s great to be back. Frazer Rice (00:04.4)You are at an interesting point in time right now. You’re about to start up Founders ETF and I think you’re about to get trading authorization to get going. Maybe tell us a little bit about the process to set up an ETF. Then we’ll dive into the strategy a little bit. Michael (00:21.25)Yeah, absolutely right. We should start trading on the SIBO Thursday, so two days from now. And we’ve launched our first fund, the Founders 100, that owns the 100 best founder-led companies. I’d be happy to go through some of the process that it takes to set up an ETF. Frazer Rice (00:40.014)Love it. ETFs are the main way to go now in terms of getting an inveestment cvhicle up and running. What has your experience been around? The Popularity of the ETF Structure Michael (00:52.014)Yeah, so ETFs have become the primary investment vehicle for a few reasons. Let’s outline those reasons. Then we can go through some of the steps that it takes to set up an ETF. So on the advantage side of an ETF, they’re typically a bit lower cost than traditional mutual fund products. Importantly, they’re tax advantaged. So there’s no gains or losses that occur during the normal ETF growth phase. Everything that happens within the ETF is done with what’s called an authorized participant. So you do exchanges. And so there’s no capital gains that are assigned to the investors. As long as they hold the ETF, a tax trigger only occurs when they actually sell the ETF. Finally, it’s a great way to get exposure to the market. So whether you want to own a broad market index, one of the legacy indexes, or a vehicle like ours. That gives you in one single trade, rather than having to guess who’s going to win. Is Nvidia going to win or Palantir who’s going to win? You can own a hundred of the best winners in the market in one single stock ticker. In our case, FFF. Frazer Rice (02:07.364)So let’s dive into that theme a little bit. As you said, it’s the top hundred founder led companies. First and foremost, public I assume, private, you’re not diving in those waters. Public vs Private Michael (02:20.59)Correct. So these are the hundred best publicly traded founder led stocks. And we generally fish from the 200 largest founder led publicly traded stocks. So a lot of these are names and founders that are very well recognized. Whether it’s Elon at Tesla or a Mark at Metta, Larry at Oracle, Rich Fairbanks at Capital One. These are all very well known founders. They’re great entrepreneurs who are leading highly scalable, very high performing publicly traded stocks. 02:53 Understanding Founder-Led Companies Frazer Rice (02:53.914)So let’s define founder a little bit. Obviously we have sort of the cult of personality around high-end CEOs. It sounds like you’re identifying companies that have been founded. The people who are running them not only founded them, but they scaled them. They have now gotten them to a level of maturity. That’s different from the typical public company that we find in the S &P 500. Definition of Founder Michael (03:19.104)Yeah. So first let’s define a founder. Then let’s talk about why we think the founder led companies outperform a traditional S&P company. We define the founder as being a chief executive leader. It could be chief executive officer, could be chief technology officer. Sometimes that say a scientific or medical company, would be the chief scientific or chief medical officer. And that person conceived and founded the company, took it from zero to one. It’s their imprint that has guided it over its 10 or 20 or 30 year period. That’s taken it from a small private company to a venture backed company to a large publicly traded company. And so the idea being the person that founded it continues to run it to this day. We talk about the fact that we own an Nvidia that Jensen still runs. But we don’t own Intel. We own Meta because Mark still runs it, but we don’t own Google. We own Dell computer because Michael Dell still runs it. But we don’t own Apple. We own Capital One because Rich Fairbank still runs it, but we don’t own American Express. Investment Process Frazer Rice (04:25.86)Got it. So lots of things to get into here. How does it a company get on your radar screen? And then ultimately, how does it get off of it? Michael (04:35.806)Great question. the getting on the screen is fairly mechanical. We look at the 200 largest by market capitalization founder led stocks. So we look at all U.S. listed. So it could be listed on the New York Stock Exchange or NASDAQ, but it has to be U.S. listed. We then look at the 200 largest. And from there, we select the 100 best using a quantitative factor model. So I’m have a Sanford Bernstein background and so do some of the folks here. And so for folks who are familiar with Bernstein’s research, we use a Bernstein factor model to pick the best, the hundred best names out of the 200 largest. That’s how they get on our radar. And to get off is quite simple if they retire. So if a CEO announces he’s retiring, per the prospectus, we have 90 days to sell the stock. once we, so for example, Mr. Buffett recently stepped down from Berkshire Hathaway. And so we sell Berkshire Hathaway on his announcement and no longer own the stock. Frazer Rice (05:38.0)things like corporate mergers or divestitures or maybe even a reclassification of stock where the founder stays on in some capacity but their decision making has been reduced. How do you analyze that? 05:54 The Investment Strategy Behind the ETF Michael (05:54.326)Yeah, so there is some human overlay judgment calls here and the founder has to be an executive officer leading the company. So they can’t just run a division. They can’t just be chairman of the board. They have to be the executive in charge of running the company. Frazer Rice (06:14.0)And if for, I guess one of the exits possibly would be if, and I don’t know if this is even possible, but if NVIDIA were to take over Meta and there isn’t room for Jensen and Mark in the same suite, how do you analyze something like that? Michael (06:34.253)So in the business combinations where you have two founder-led companies or a non-founder-led company swallowed up by a founder-led company, as long as an original founder remains, it remains in the portfolio. So we’ve had some stocks that had, say, three to four co-founders. And as long as one of those co-founder remains, it remains in the portfolio. Voting Shares Frazer Rice (06:58.352)So one of the things that’s a bee in my bonnet is the concept of having shares where, in a sense, they’re super majority or voting components and then shareholders that have less decision making authority to act as a check and balance around the company. Is that something you’re not really that worried about or is it something that may be a factor that’s important later on? Michael (07:24.525)So we actually think that’s one of the opportunities that this exists. Like one of the things that we haven’t talked about yet is why is all this alpha there? Why is this uncaptured alpha there for us to go get? And we think historically in the past, active money managers have sometimes shied away from these founder led companies because to your point, Frazier, oftentimes the founder has managed to have super voting control, 10 to one shares, 101 shares. So they completely control the company. And some of these larger active money management complexes have said, well, we as the shareholder, we need to be able to have a vote and we’re going to underown these stocks. We have the opposite view. We think these founders are special. So we think that by the time a Mark or a Elon has driven their company into the public markets, they’ve showed that they know how to set the vision, ruthlessly execute and generate value for the shareholders. Concerns? And so we’re not concerned by super voting structures. Oftentimes those are the stocks that we want to own because it’s the founder that’s in control and setting the direction of the business and generating high returns for the shareholders. We view it as you either believe in them and you own the stock or you don’t believe in them and sell the stock. We’re not interested in other people’s getting on the board and monkeying with the decisions of the founders. Frazer Rice (08:30.255)Is this it? What is it about the founders, especially for those that go from zero to one, then to scale, and then to shepherding a mature business? What makes them better and what drives the alpha that you’re trying to seek? In terms of putting together a portfolio of these types of companies? 09:01 The Importance of Founders in Business Michael (09:02.891)Yeah, so the great ones tend to be a bit irreverent. They tend to be highly visionary. They tend to be charismatic communicators and relentless in their execution ability. They’ve got a great ability to pivot if a change needs to be made. And rthe moral authority to set a tone to generate very high rates of return. We see it sort of over and over and over in these founder led companies. And if you look at some of the studies that we’ve done. There’s a study that Bain Capital, Bain had done years ago in combination with Harvard Business Review, founder led companies tend to outperform non-founder led companies in say the S &P 500 by 3X. So it’s this personality type of high vision and high execution tends to drive outsize returns. And it’s a bit of a self-selecting process. What makes Founders Unique? If you think about it by the time any of these founders that we own or talk about have got to the public market. They first had to identify an opportunity to go after. They had to develop a great product by listening to their customers. And they’ve shown that they can scale all the way from a series A round, B, C, D, all the way investing and generating high rates of return in the private markets. Transitions of Founders to Executives They get to the public markets, continue to do that. And now you get a little bit of an effect of a echo of that, of now all of sudden you’re in the public markets. If you get enough scale, you have this highly effective business. Now you’re getting relatively cheap capital that you’re feeding into your business through the public markets. And now you continue to grow. Frazer Rice (10:42.096)Just to summarize at least what I’m hearing is that they’ve gotten to the point of becoming public. They’ve been able to say no to losing control in exchange for either putting some liquidity back in their pocket or otherwise moving on. And so they’ve almost ratified their vision and message and they keep going. And by the fact that they’re public, there’s enough liquidity for everyone else out there in terms of their investments. So it ends up being a win-win. Michael (11:11.157)I think so. That’s what we see. Frazer Rice (11:13.316)So one thing that I’ve been sort of reading about and thinking about is the concept that the number of public companies is becoming less, well, it’s decreasing, and that many people are able to stay private for longer. Do you worry that your universe is going to get too small to provide sort of a canvas for your ideas here? 12:02 Market Trends and Future Outlook Michael (11:37.549)Let’s talk about three phases of that. We don’t, we actually see the data showing that there’s more and more opportunities within founder led. So let’s look at history and then let’s move to the future. So historically, probably about the time you and I joined the securities business, they would actually take the, to your point, they would take the founder, they would kick out this charismatic founder. They would put in some mid-level proctor or GE middle level manager to be the you know, the suit in the room to take the company public. And that was sort of in the late nineties and people figured out that wasn’t such a good idea. So if you actually look at the chart, there’s more and more founders staying and leading their public, their, their publicly traded companies. That’s number one. Number two. Yes. We have seen some companies stay private, obviously Stripe, SpaceX, but we are now seeing, for example, SpaceX coming to the public markets. Eli is talking about coming next year. so we, we haven’t seen it so far impact the pool with which we can fish in. And as I mentioned, that’s what we saw historically. Public Markets and the Future In the future, think, Frazer, I think we’re going to start to see a conversion of public and private markets, meaning these private mega cap companies have liquidity. And I think that you’ll see more and more ability to trade those stocks almost in public liquidity. So I think these two markets are converging. So I think that Not only do we have plenty of founders in the traditional public markets, I think that the liquidity and the big privates is going to converge to a public market style shortly anyway. Frazer Rice (13:13.232)You’re in a curious time as far as launching an ETF around this concept. I know a lot of people are wary of Mag-7 and ultra valuations and issues related to that. How do you respond to that concept that a lot of the growth has taken place in seven, maybe seven out of the hundred that you’ve chosen? Debunking the Mag-7 (to the Mag-3) Michael (13:33.356)Yeah, so that’s a misconception. We see Mike Saylor get on TV and wave his arms around it, but it’s not really true. First of all, what’s interesting, if you tear apart the Mag-7, it’s actually the Mag-3. The outperformance in the Mag-7 has come from Meta, Tesla, and NVIDIA. So it’s not just the Mag-7, it’s a founder led. And now you say, well, that’s a small sample set. Let’s look at a bigger sample set. So if you look at the NASDAQ 100, for example, It’s actually the 20 founder led companies have driven most of the outperformance over the last 25 years. And what I’m about to tell you about the S &P 500 probably won’t surprise you. It’s the 37 founder led companies that have driven most of the outperforming the S &P 500. So the outperformance is coming from founders, not from any specific part of the market. And one of the things that we think is great about this ETF is to avoid concentration. 14:50 Risk Management I know you’re really familiar with the concept of active share and that’s how different you are than the S &P 500. We have an 85 % active share to the S &P 500. So if you own the founders 100 ETF, you have much different exposure to the market than say the S &P 500. And so we think it helps reduce some of that concentration. We’ve done some things to make sure that we are diversified. First of all, we do own 100 stocks. Diversification So really good diversification across that. And then number two, while we run a market weight portfolio, we cap. No stock can be bigger than 7 % of the portfolio, so we don’t get out of balance at any point. So we think that we mitigate some of those concentration risks and we allow people to invest in innovation without being over concentrated to any one name, say the MAG-7, for example. So we think that we’re giving our investors really good exposure to innovation through the founders, but not exposing them to pre-existing market concentrations. And then finally remind everyone It’s not the MAG-7, it’s not the NASDAQ-100, it’s not the S &P-500, it’s the founders within each of these are what are driving the outsized performance in those analytical groups. Frazer Rice (15:36.218)So from a diversification standpoint, obviously not everything in one name, the 7 % cap you described, do you have sector concentration guidelines as well? Michael (15:45.749)We don’t have sector concentration guidelines, but if you look at the nature of the portfolio, we were fairly well diversified. We’re slightly overweight tech and financials versus say the S &P, but we own healthcare stocks, own consumer stocks, we own energy stocks. So we’re giving you a broad exposure to the market. Leverage Frazer Rice (16:05.924)Let’s talk about leverage for a second. I know a lot of people are trying to juice returns by piggybacking off of other people’s money on that front. Does that have a place in your ETF? Michael (16:17.004)So there’s no leverage in the ETF. We sort of believe in get rich the slow way. I like to tell people that it’s very hard to make money in the stock market over the short term, but it’s not particularly difficult over the very long term. think Mr. Munger and Mr. Buffett used to talk about this. the idea being, leverage can impact you in times that are not favorable. So we believe in just owning the stocks unlevered, let them compound over very long periods of time. And we think that by doing that, we and our shareholder, we think our shareholders can generate wealth over very long periods of time. Taxes Frazer Rice (16:54.98)So tax efficiency, the concept of holding period, does that play into your process at all? Michael (17:04.316)So remember within the ETF, as long as you’re managing your trading properly within the ETF, there’s no tax implications inside of it for your shareholders. Your shareholders only would be impacted at selling. So assuming they hold the stocks for over a year, any gains would be long-term capital gains treatment. Frazer Rice (17:27.024)And when you’re describing the investor profile that you’re looking to attract here, who is this for? Michael (17:35.916)Yeah, so the person that, you we really think it’s appropriate for you if you have a five year or more holding period and you want to have long-term capital appreciation. You know, if your goal is to be exposed to the best minds and public securities, that’s the founder led companies, and you want to compound your wealth over a very long period of time and have a high probability of outperforming the traditional broad market indexes, this ETF is designed for you. 17:59 Investor Profile and ETF Positioning Frazer Rice (18:04.705)And as you’re sort of outlining that profile and for those people who are trying to figure out where this fits in from an equity allocation perspective, you’re in charge in many ways of the spoke of a hub and spoke component of people are really sort of looking at indexes as the base of their equity portfolio. What are you looking for? What kind of benchmarks do you sort of measure yourself against? Michael (18:35.007)Yeah, so we think this is absolutely a core holding. So if you’re looking to build out you or your client’s portfolio, we think this should sit at the core. It is on the growth side, so it’s core growth. We think that it is a one-for-one replacement for, the NASDAQ 100. Or, for example, somebody holding the triple Qs. We think this is a better holding than the triple Qs. So we benchmark ourselves against them and against the S &P 500. Ee look at beating those two broad market indexes, generating better risk return for our investors. Frazer Rice (19:13.019)For those listeners that are out there and want to find out more, what’s the best way that they can either get a hold of you or maybe even better, do you have a ticker symbol ready that people can discover? FFF and Contact Information Michael (19:25.215)Yeah, absolutely. So the ticker is FFF. So that’s the FFF ETF that we’ll trade on. And investors can find that at their favorite brokerage firm, whether they’re Schwab customers, Interactive Brokers customers, Fidelity customers, trades under one ticker, just like a stock. Frazer Rice (19:44.365)And let’s take, we have a few minutes to go here, which is great. Your experience in terms of establishing the ETF, maybe a couple of some of the touch points when you went from vision to execution here, what was the process? Michael (20:00.106)Yeah, so ETF has a few basic processes that are regulated under the 1940 Securities Act. And so a lot of those rules are set up to protect the end investors. So for example, the securities live within a trust. So we set up our own trust. Some people use a mingled trust. We thought it was better for our end investors to have our own trust that we set up that has an independent trust board that oversees to make sure that we’re executing our strategies as we’ve outlined in the prospectus to make sure that we’re Doing the best we can for our investors. You’ve got to set that up There’s a few firms that do the plumbing for the for the ETFs would say US Bank is probably the largest player. So US Bank provides our our fund custody and fund administration and then there’s just a few other vendors in the space that sort of help with all the plumbing to make sure that the ETF runs smoothly. So it’s probably a six month process if you stay really focused to get all of that set up. 20:58 Navigating the ETF Launch Process Frazer Rice (21:03.313)You get that set up, how do you approach the Schwabs and the Fidelitys and the other platforms to make sure that people can access, buy, sell, whatever they want to do with your ETF? Michael (21:14.347)Yeah, that’s a great question. So the online brokerages typically put you on the platform as soon as you’re listed on a major US exchange. So you’ve got to get listed on NASDAQ, NYSE or CIBO. We chose CIBO. So again, on the traditional online brokers, you’re there day one. And then the big wire houses, JP Morgan, Goldman, Morgan Stanley, BAML, they typically have a few hurdles that you’ve got to get through, whether it’s daily trading liquidity assets under management. And over time, as you run the wickets through their process, you’re added to those platforms. Macro Issues? Frazer Rice (21:48.721)We live in a political age and a time when there’s just chaos everywhere, different types of rules in order to allocate capital. If you’re an investor trying to guess what’s happening politically, et cetera, that are difficult, you must be positive as far as the environment for founders to find success in this country and beyond. Is there anything that you’re looking for to make sure that those conditions hold? Michael (22:18.225)Yeah, we don’t really look at the macro or political backgrounds. think over very long periods of time, U.S. innovation outperforms. so we sort of we think that, again, one of the great things with investing in founders is they keep adapting as the background changes behind them. So we think over very long periods of time, the U.S. has great economic growth. And for those people that have worried about little blips along the way, we think the founders are the absolute best at mitigating those blips. Frazer Rice (22:48.334)I like to say you bet against America at your own peril and it sounds like from a founder perspective it’s still a great place for them to locate their businesses and grow them here. Michael (23:01.042)Absolutely. 23:50 Final Thoughts and Contact Information Frazer Rice (23:02.971)Just to reiterate, FFF is the ticker symbol for people to find it. any other contact points for people to find you if they’re interested in what you’re putting together. Michael (23:15.613)Yeah, so we have a great website at FounderETFs.com. can go check out there or anyone’s happy to email me, just michael at FounderETFs.com. Happy to chat with anyone who has interest about the portfolio, the strategy, or what we’re building. Frazer Rice (23:32.197)Well, great to have you back on, Mike. Thank you for putting up with my attempt at looking like Steve Jobs. It’s 25 degrees in New York here, and I am the stupid one who’s not in California or somewhere warm. appreciate you taking the time to be on and talking about your new product. Michael (23:48.011)Yeah, it was great to be on here. Really a huge fan of your podcast and just the level of guests that you’re able to interview and help educate your viewers. Frazer Rice (23:56.849)Mike, thanks for being on. Michael (23:59.061)Thanks a lot, Frazer. https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/ Previously with Mike Monaghan ETF EDUCATION ARTICLES ON ETF.COM
This year-end live show features nine rapid-fire conversations to make sense of AI's 2025 and what might define 2026. PSA for AI builders: Interested in alignment, governance, or AI safety? Learn more about the MATS Summer 2026 Fellowship and submit your name to be notified when applications open: https://matsprogram.org/s26-tcr. New York Assemblymember Alex Boris breaks down the RAISE Act's bid to curb catastrophic AI risks, the governor negotiations, and why a16z-backed ads are targeting him. Former White House AI adviser Dean Ball maps the emerging coalitions on AI, federal preemption, and what fast-improving coding agents could mean for policy and jobs. Forecaster Peter Wildeford debates selling vs "renting" chips to China and offers a 2026 outlook on agents, costs, and robotics. Recorded live as part of our AI 2025→2026 series (Part 2). Sponsors: Gemini 3 in Google AI Studio: Gemini 3 in Google AI Studio lets you build fully functional apps from a simple description—no coding required. Start vibe coding your idea today at https://ai.studio/build MATS: MATS is a fully funded 12-week research program pairing rising talent with top mentors in AI alignment, interpretability, security, and governance. Apply for the next cohort at https://matsprogram.org/s26-tcr Framer: Framer is the all-in-one tool to design, iterate, and publish stunning websites with powerful AI features. Start creating for free and use code COGNITIVE to get one free month of Framer Pro at https://framer.com/design Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive Tasklet: Tasklet is an AI agent that automates your work 24/7; just describe what you want in plain English and it gets the job done. Try it for free and use code COGREV for 50% off your first month at https://tasklet.ai CHAPTERS: (00:00) Sponsor: Gemini 3 in Google AI Studio (00:31) RAISE Act status (04:52) Catastrophic risk focus (10:47) Super PAC backlash (16:17) Data centers and grid (19:47) Palantir and surveillance (23:42) Dean Ball joins (Part 1) (23:46) Sponsors: MATS | Framer (27:05) Dean Ball joins (Part 2) (32:00) Social media lessons (36:22) Trump preemption and chips (Part 1) (40:51) Sponsors: Shopify | Tasklet (43:59) Trump preemption and chips (Part 2) (44:50) Structural US-China decoupling (49:39) Peter on chip ban (55:43) Threat model and renting (01:02:55) Cost drops, revenue (01:16:03) Forecasting paradigm shifts (01:20:38) 2026 agents and robots (01:31:41) Show wrap and markets (01:42:28) Outro PRODUCED BY: https://aipodcast.ing
In this special midday edition of the Hot Options Report, host Mark Longo from the Options Insider Network covers the most active options trades of the day. Key highlights include high volumes and significant movements in options for Core Weave, Nike, AMD, Amazon, Oracle, Palantir, Apple, Beyond Meat, Tesla, and Nvidia. The episode emphasizes tracking the top 10 movers in the options market, with detailed insights into the notable contracts driving the day's trading activity. For more options data, go to TheHotOptionsReport.com.
Justin Nielsen and Mike Webster walk through Friday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
1. Bill Gates: Haftada 2 Gün Çalışma Devri Geliyor2. Meta ve ElevenLabs Ortaklığı: Küresel Ses Deneyimi3. GPT 5.2 Sahnede (Ama Heyecan Düşük)4. Google'dan İnternet Devrimi: "Disco" ve Gemini 35. El Salvador ve xAI'dan Dünyada Bir İlk6. Tarihsel Bir Deney: 19. Yüzyıl Londra LLM'i7. İsviçre'den Palantir'e "Veri Egemenliği" Resti8. Üniversitelerde"Sözlü Sınav" Dönemi Geri Geliyor9. Meta'dan Ses Devrimi: SAM Audio10. Microsoft Trellis 211. Bir günde tüm modeller güncelleme yayınladı;
The Option Block: Silver Thieves, Options Records & Suspicious DJT Trades The All-Star Panel convenes for the final Thursday of 2025! Host Mark Longo is joined by Henry "The Flowmaster" Schwartz (Cboe) and "Uncle" Mike Tosaw (St. Charles Wealth Management) to break down a wild year-end session. The Trading Block The 15 Billion Milestone: Henry Schwartz predicts when the 15,000,000,000th options contract of 2025 will trade. Silver's Historic Run: Mike Tosaw discusses the "thief in the night" move in SLV as it hits new highs, and why he's finally fading the metal. Market Rotation: A look at the aggressive move back into tech (XLK, Micron, Palantir) following cooler CPI data. The Odd Block DJT "Skullduggery": We analyze suspicious call buying in DJT (Trump Media) immediately preceding a 40% jump on fusion merger news. Leslie's Inc (LESL): Why is someone grabbing thousands of calls in a stock that has dropped 95% this year? Ticker Autopsy: A look back at the failed $210k bet on IPA (now HYFT).
The Option Block: Silver Thieves, Options Records & Suspicious DJT Trades The All-Star Panel convenes for the final Thursday of 2025! Host Mark Longo is joined by Henry "The Flowmaster" Schwartz (Cboe) and "Uncle" Mike Tosaw (St. Charles Wealth Management) to break down a wild year-end session. The Trading Block The 15 Billion Milestone: Henry Schwartz predicts when the 15,000,000,000th options contract of 2025 will trade. Silver's Historic Run: Mike Tosaw discusses the "thief in the night" move in SLV as it hits new highs, and why he's finally fading the metal. Market Rotation: A look at the aggressive move back into tech (XLK, Micron, Palantir) following cooler CPI data. The Odd Block DJT "Skullduggery": We analyze suspicious call buying in DJT (Trump Media) immediately preceding a 40% jump on fusion merger news. Leslie's Inc (LESL): Why is someone grabbing thousands of calls in a stock that has dropped 95% this year? Ticker Autopsy: A look back at the failed $210k bet on IPA (now HYFT).
Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Blue Owl versenkt Oracle. Amazon treibt OpenAI. Texas Pacific & Hut 8 freuen sich über Rechenzentren. MetaX, Medline & Andersen Group freuen sich über IPOs. KNDS will auch. Asahi will Afrika-Biz von Diageo. Palantir = reich. Pinduoduo kämpft. Micron. Rheinmetall. Eversys und La Marzocco profitieren von den zwei großen Trends der Kaffeewelt. De'Longhi (WKN: 694642) freut's. Prediction Markets boomen. Die Gründer von Kalshi und Polymarkets sind dadurch reich geworden. Robinhood (WKN: A3CVQC) will damit noch größer werden. Diesen Podcast vom 18.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
POTUS is firing or censoring the statisticians who collect data on health and climate, as well as the kind of experts who could verify his lofty claims of an A++++ economy. And while Vance says that Trump is really turning things around, job losses are rising from his destructive tariff and immigration policies. Plus, the back story on Palantir and how it's helping to facilitate the administration's authoritarian ambitions. Author Mike Steinberger and Catherine Rampell join Tim Miller. show notes Tim's 'Bulwark Take' on current China policy Catherine's newsletter, "Receipts" Mike's new book, "The Philosopher in the Valley" For a limited time only, get 60% off your first order, plus free shipping, when you head to Smalls.com/THEBULWARK.
Conspiracy Theories Unveiled: Shooting Cover-ups, Trump's Stock Failures, and TikTok Ban DiscussionsIn this explosive episode of the Matt Kim podcast, Matt and co-host Peter dive into controversial topics. They start with a discussion on recent shootings at Bondi Beach and Brown University, questioning official narratives and statistical anomalies, hinting at AI and crisis actor involvement. They explore the implications of anti-Semitism and media influence with figures like Erica Kirk and Barry Weiss. The hosts assess Trump-associated stock performance, revealing significant declines, and debate the competence of deals around TikTok's fate as a fifth deadline approaches. Join them for an in-depth and provocative examination of current events and their broader implications.04:55 Debating Antisemitism and Media Narratives22:39 Candace Owens and Media Influence32:07 Debating Drug Smuggling Submarines32:53 Challenger Conspiracy Theories33:42 Moon Landing Hoax Discussion35:57 Palantir's Military Advertising38:45 Barry Weiss and Media Control50:15 Epstein Files and Government Corruption53:24 Trump's Failing Business Ventures01:01:25 TikTok Ban and Geopolitical Implications====================================Support the show~Join the Free Thinker Army!https://www.patreon.com/c/freemattkim====================================The ONLY VPN that can't spy on you.https://vp.net/mattHang out here~!soj.ooO https://soj.ooo/Join this channel to get access to perks:https://www.youtube.com/channel/UC4rC0QxBD1eRPKMHIIpL0vA/joinDonate!https://www.mattkimpodcast.com/support/FREE THINKER ARMY DISCORD:https://discord.gg/2juHnR6DPzTELEGRAM EDIT ZONE:https://t.me/+IV-skn-OXyw1MTcxFollow Matt!Instagram: https://www.instagram.com/mattattack009/Twitter: https://twitter.com/FreeMattKimRumble: https://rumble.com/c/FreeMattKimTikTok: https://www.tiktok.com/@freemattkimFollow Peter on X:Twitter: https://x.com/AgilePeterBusiness Inquiries Please Email mattkimpodcast@protonmail.com
Join Mark Longo from The Options Insider for the essential breakdown of options volume and market momentum. The Top Options Volume Action (Single Name Equities) Tesla (TSLA) Dominates: Tesla recaptures the #1 spot with nearly 3 million contracts traded (2.89M), rallying over 3%. The hottest trade? A huge volume spike in the expiring $500 Calls, signaling major bullish bets on further upside this week. Nvidia (NVDA) Volume Cools: The typical options volume king falls to #2 with 1.43 million contracts traded—less than half its recent average. The focus remains on the near-term $180 Calls. Contrarian Flow in Palantir (PLTR): Despite rallying 2.5%, Palantir saw significant defensive action with nearly 37,000 contracts traded in the near-term $180 Puts. High-Interest Stock & Options Breakdown Pfizer (PFE) Sells Off: PFE drops 3.4%, landing on the most active list with notable volume in the February $23 Puts, suggesting a line in the sand may have been drawn by put sellers. Tech Sector Rally: Both Oracle (ORCL) and Netflix (NFLX) showed small rallies, accompanied by high volume in short-dated calls, including Oracle's expiring $190 Calls and Netflix's out-of-the-money $100 Calls. MicroStrategy (MSTR) Upside Bets: The monster stock sees a pop and a focus on next week's $175 Calls, signaling traders are looking for continued momentum into the end of the year. Amazon (AMZN) & Apple (AAPL) Volume: Both tech stalwarts remained highly active with large call volume trades, including Amazon's $225 Calls and Apple's $275 Calls. Resources & Next Steps Options Data Source: Today's data is powered by QuikOptions. Go to TheHotOptionsReport.com for more options data. Join The PRO Network: Don't miss out on Pro Q&As, giveaways, live streams, and the upcoming Vol Death Match 2.0! Learn more and subscribe: TheOptionsInsider.com/PRO
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.If you've ever wondered why so many options traders blow up their accounts, this video breaks it all down in a way that actually makes sense. The reality is uncomfortable but important. Roughly 90 percent of options traders lose money, not because they're stupid, but because they're trading without a real framework, without position sizing, and without understanding how risk actually works.This walkthrough digs into the real reasons traders fail and what separates disciplined traders from people just chasing screenshots on social media. You'll hear honest explanations about leverage, capital efficiency, psychology, and why getting lucky early can actually be one of the most dangerous things that happens to a trader.Instead of hype or shortcuts, the focus stays on what actually matters long term. Risk per trade. Position sizing using ATR. Why deep in-the-money options can dramatically change the math. Why blowing up an account is common, but not inevitable. And why trading without a plan turns even a high win rate into a losing strategy.There's also a real-world breakdown of how traders get trapped by probability metrics, earnings volatility, and false confidence. The Palantir example alone is a masterclass in how “high probability” trades can still wipe you out if you don't understand context, expected moves, and event risk.Midway through the video, things get practical fast. You'll see exactly how the same dollar risk can be applied across wildly different stocks, from slow movers to high-flyers, without gambling the entire account. This is where capital efficiency becomes a weapon instead of a liability.Here's what you'll walk away with:✅ Why most traders lose money even with “good” strategies✅ How proper position sizing keeps losses survivable✅ The real role of ATR in defining risk, not profit✅ Why deep in-the-money options change the leverage equation✅ How emotions quietly destroy accounts without traders noticingThe conversation also gets brutally honest about discipline. Cutting losers. Avoiding FOMO. Not doubling down out of hope. Following a predefined plan even when it feels uncomfortable. This isn't about winning every trade. It's about staying in the game long enough for an edge to actually work.If you're serious about trading, this isn't motivational fluff. It's a reality check paired with a framework that prioritizes survival first, consistency second, and growth last. That mindset shift alone can be the difference between blowing up and building something sustainable.This video is especially valuable if you're new to options, transitioning from paper trading, or struggling to understand why your results don't match your win rate. It connects the dots between math, psychology, and execution in a way most trading content avoids.Watch it all the way through, take notes, and revisit the sections on risk and position sizing. These concepts compound over time, just like bad habits do if they're ignored.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today
Warning: This episode contains strong language.Palantir, a data analysis and technology company, has secured federal contracts worth hundreds of millions of dollars during President Trump's second presidency, including to develop software to help Immigration and Customs Enforcement deport people.Michael Steinberger, who spent six years interviewing Palantir's chief executive, Alex Karp, for the book “The Philosopher in the Valley,” explains how Mr. Karp went from a self-described lifelong Democrat to a champion of Mr. Trump, and the impact this transformation could have on American democracy.Guest: Michael Steinberger, a contributing writer to The New York Times.Background reading: Listen to an interview with Mr. Karp from the DealBook Summit this month.In May, the Trump administration tapped Palantir to compile data on Americans.Here is Mr. Steinberger's book, which this episode is based on.For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.
Moment of Clarity - Backstage of Redacted Tonight with Lee Camp
This is the last Unredacted Tonight of the year! We will be back in 2026 for another season. In this episode of Unredacted Tonight, Lee Camp dives into one of the most sensitive and least discussed angles of the JFK assassination: the hidden network of intelligence figures, financial front groups, and foreign policy battles that may have played a role. From James Jesus Angleton's secret ties to Mossad, to nuclear negotiations with Israel, to the still-withheld JFK files involving CMC-Permindex and powerful international elites, this show digs into what remained redacted for over 60 years — and asks why those documents are still being kept from the public.Then Lee shifts to the world of modern power brokers, breaking down Joe Rogan's on-air defense of Peter Thiel and the rise of surveillance tech giants like Palantir. What happens when billionaire defense contractors, AI-driven data platforms, and huge media personalities all intersect? Lee examines how Palantir's work with governments and militaries, including in the context of the war in Gaza, ties into a broader pattern of mass surveillance, thought control, and the erosion of basic freedoms.This episode connects the dots between past and present: from Cold War covert operations and the deep state to today's AI-driven security state, corporate media laundering, and the normalization of extreme wealth and unaccountable power. If you're interested in JFK, Israel/US relations, CMC-Permindex, Joe Rogan, Theo Von, Peter Thiel, Palantir, Wall Street, AI, and digital surveillance, this one is for you.
durée : 00:03:22 - Un monde connecté - par : François Saltiel - La direction générale de la Sécurité intérieure (DGSI) vient de renouveler son contrat pour trois ans avec le géant américain de l'analyse des données Palantir. Une entreprise fondée par Alex Karp et le libertarien Peter Thiel. Un accord qui interroge.
Mentor Sessions Ep. 043: Exposing the Global Elite's Bitcoin Psyop: BlackRock, Zionists, and AI Transhumanist Control – Privacy Under Attack | Dr. Jack Kruse & Simon DixonWhat if the real threat to Bitcoin isn't BlackRock's financial industrial complex... but a Zionist psyop powered by transhumanist AI control, turning us into compliant slaves while elites centralize everything? In this bombshell interview, neurosurgeon Dr. Jack Kruse and banking reformer Simon Dixon dismantle the global elite's pyramid of power—from Meyer Lansky's control tactics to Roy Cohn's McCarthy psyop, Epstein blackmail networks, and modern threats like Palantir's genocide tech, Neuralink brain interfaces, and Trump's Genius Act. They reveal how bankers like Larry Fink and Michael Saylor are just lower nodes serving tech overlords (Peter Thiel, Alex Karp, Larry Ellison), weaponizing ETFs, stablecoins, and treasury companies to crush self-custody. With privacy attacks escalating—exemplified by the Samourai Wallet developers' recent sentencing (Keonne Rodriguez, William Hill)—they warn of false flags, civil war setups to rewrite the Constitution, and multipolar Bitcoin resistance. As Bitcoiners, we must adopt first-principles thinking, boycott centralized systems, run nodes, and coordinate like savages to survive the technocratic nightmare. This isn't about number go up—it's survival of the wisest against AI control grids and global elite agendas.**Support Bill and Keonne, the Samourai Wallet developers**https://billandkeonne.org/Petition: https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-toolsGive-Send-Go: https://www.givesendgo.com/billandkeonneBTC Sessions Bitcoin Donations Collection: https://pay.zaprite.com/pl_m0nBvozQNF(All Bitcoin Received will be converted to fiat and sent to Give-Send-Go)About Dr. Jack Kruse:X: @DrJackKruseWebsite: https://jackkruse.com/About Simon Dixon:X: @SimonDixonTwittYouTube: https://www.youtube.com/@SimonDixon21Previous Episode:Mentor Sessions Ep. 042: Canada's Real Estate Horror Exposed | Steve Saretsky: https://youtu.be/G7J-URuoRiEPrevious Episode with Dr. Kruse: https://youtu.be/A0onGcn17fQ
In today's Cloud Wars Minute, I break down the latest earnings results showing Oracle and Google Cloud surging into a tie for the #2 fastest-growing cloud vendors in the world's greatest growth market.Highlights00:13 — Two companies that are really pushing the boundaries here in the greatest growth market the world has ever known are Oracle and Google Cloud. Recently, Oracle pulled into a tie with Google Cloud for the second spot, number two spot on the fastest growing major cloud vendors list that is topped by number one, Palantir.00:41 — Nine of the 10 companies break out their cloud earnings. IBM does not for reasons I cannot fathom, but of the nine that do, five saw their growth rates accelerate in the most recent quarter, four of them saw declines, but only by one point. So for these, levels of growth are being sustained, strong customer demand, belief in the transformative power of what's going on with AI in the cloud.02:13 — Overall, we see lots of momentum here, across the board all the different sorts of products and services offered by the different Cloud Wars Top 10 companies and we saw Oracle make the biggest jump here, other than Palantir, Oracle went from 28% to 34%. So, it and Google Cloud: I've been making the case for the last 12-15 months that they're the most disruptive of the four hyperscalers.02:43 — They're coming out with new sorts of technologies, new ways of helping to push AI forward and definitely new go to market approaches. The partnership programs they have are also quite striking. So, going into the new year, those are going to be two companies really to watch. I think Microsoft's doing a good job on a very broad basis.03:03 — AWS has some has some work to do. It's just not been performing at the rate, especially when we look at future revenue growth as we see through the RPO numbers — talked about that some in yesterday's episode. Anyway, lively group here. When we say the greatest growth market world has ever known, I think these numbers continue to bear that out. Visit Cloud Wars for more.
Know Your Risk Radio with Zach Abraham, Chief Investment Officer, Bulwark Capital Management
December 16, 2025 - Zach and Chase discuss the current state of the market, focusing on major stocks like Tesla, Nvidia, and Palantir. They analyze market trends, valuation discrepancies, and the inefficiencies present in the market. The conversation delves into investment strategies in a volatile environment, the role of narratives in stock movements, and the importance of identifying undervalued stocks. They also touch on market sentiment and investor behavior, emphasizing the need for thorough research and understanding of market dynamics.
In this episode, Brandon and James recap the market as we head toward the end of the year and discuss overall investor sentiment going into 2026. They break down what the S&P 500 has done over the past year, explain the idea behind the Santa Claus rally, and talk about what to realistically expect from the market and the economy next year.The conversation also covers tariffs and why their impact often shows up months after the initial shock, how the threat of tariffs can be used as a negotiating tool, and what recent market behavior may be telling us.They dive into the ongoing debate around the AI bubble, Michael Burry closing his firm and betting against companies like Nvidia and Palantir, and what Warren Buffett's large cash position at Berkshire Hathaway is actually meant for.Finally, they emphasize why boring investment plans and dollar cost averaging tend to work over time, discuss how AI is likely to integrate into nearly every business, and wrap up with three stocks James is watching for 2026: CrowdStrike, Lumen, and Nebius.
In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über das vorzeitige Feliz Navidad an der spanischen Börse, einen Rückschlag für Sanofi und einen Saugroboter-Hersteller, dem die Puste ausgeht. Außerdem geht es um Broadcom, Oracle, Nasdaq, iRobot, ServiceNow, Renk, Rheinmetall, Northrop Grumman, SpaceX, Tesla, Planet Labs, BlackSky, Satellogic, Palantir, Alteryx, Trimble, Hexagon, TomTom, Garmin, Teledyne, Alphabet, Microsoft und Amundi MSCI Greece (WKN: LYX0BF). Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
En el podcast de hoy hablamos sobre esas acciones, empresas y sectores que se ven beneficiadas por la IA pero que, a la vez, todavía no cotizan a valoraciones tan elevadas como si lo hacen compañías como Nvidia, Google, Palantir etc etc. Inscríbete al webinar en Directo del 27 de Diciembre a las 17:00 hora
Alexis Garcia and Ed Carson walk through Tuesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we sit down with Maxim and Pavel from FinSight Ventures to explore their unique "secondary-first" investment strategy, which allows them to capture equity in giants like Anthropic, SpaceX, Stripe, and Palantir. We dive deep into their newly launched $50M Generative AI Index Fund, a novel product bringing index investing logic to private markets. Maxim and Pavel also break down their distinct approaches for different geographies—operating as a "fund of funds" in India while pursuing "local monopolies" and super-apps in emerging markets like Uzbekistan. Tune in to understand why they believe AI-native startups will beat incumbents and how they find alpha in inefficient markets globally.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comIn this episode, we cover:- Why the "middle" is missing in private market investing.- How to buy secondaries from early employees and liquidity-seeking funds.- The "Fund of Funds" strategy for penetrating the Indian market.- Why AI-native startups have a long-term advantage over incumbents.Companies & Concepts Mentioned:Portfolio Highlights: Zoom, SpaceX, Anthropic, Palantir, Stripe, Razorpay, Medibuddy.Concepts: Secondary Markets, Index Funds, Super Apps, Fund of Funds, DPI (Distributed to Paid-In Capital).Links -FinSight Ventures - https://www.finsightvc.com/Maxim - https://www.linkedin.com/in/nazarovmaxim/Pavel - https://www.linkedin.com/in/pavelgurianov/Website: https://VC10X.comLinkedIn: https://linkedin.com/in/choubeysahabTimestamps:(00:00) - Finsight's unique value proposition in securing competitive deals.(00:23) - Finsight's secondary-first strategy for its growth stage portfolio.(00:41) - Adapting investment strategies to find alpha in different markets.(01:30) - Episode introduction and sponsor message.(03:12) - Finsight's core investment thesis across diverse global markets.(04:46) - The logic behind Finsight's $50 million generative AI index fund.(06:10) - How the growth of secondary markets enables an index fund strategy.(07:28) - Securing allocations in category-defining companies like Anthropic and SpaceX.(09:09) - Who sells in the secondary market: employees vs. VCs.(10:15) - How Finsight sources secondary deals from individual employees.(12:00) - Finsight's specific investment angle and focus in the Indian market.(15:05) - Comparing the US secondary approach vs. the India fund-of-funds model.(16:49) - The philosophy of finding alpha by understanding a fund's strengths and weaknesses.(18:10) - Key trends in enterprise AI adoption and the shift to sustainable revenue.(22:09) - How to judge the stickiness and sustainability of an AI startup's revenue.(24:03) - Using gross margin as an indicator of a product's ROI.(25:17) - The conviction behind investing in Uzum, Uzbekistan's first unicorn.(27:40) - Insights into building a global VC firm with diverse strategies.(30:59) - Evaluating Anthropic in the competitive landscape of large language models.(34:36) - The biggest misconceptions about Finsight's global investment strategy.(38:21) - Start of the Rapid Fire Round.For sponsorship or guest appearance requests, write to prashantchoubey3@gmail.comSubscribe to VC10X on Youtube, Spotify, Apple Podcasts.#VentureCapital #GenerativeAI #SecondaryMarket #Investing #SpaceX #Anthropic #IndiaStartupEcosystem #PrivateEquity #TechInvesting
Ce lundi 15 décembre, François Sorel a reçu Damien Douani, responsable de l'innovation de l'école Narratiiv et fondateur de Topos, Augustin Sayer, cofondateur d'Ovni, et Frédéric Simottel, journaliste BFM Business. Ils se sont penchés sur l'arrivée de la traduction vocale avec les AirPods, ainsi que le renouvellement d'une signature entre la DGSI et l'Américain Palantir, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.
Joining me today is 7SEES, here to discuss his research regarding numerous technological developments and the implications for our future. We discuss Trump's recent 6G announcement and how 6G itself plays a major role in these developments, as well as the building out of the new technocratic society under the guise of "freedom cities" that the ruling elitists are openly signaling. We also break down the concern of nanotechnology in this 6G world and what may already be taking place around you. !function(r,u,m,b,l,e){r._Rumble=b,r[b]||(r[b]=function(){(r[b]._=r[b]._||[]).push(arguments);if(r[b]._.length==1){l=u.createElement(m),e=u.getElementsByTagName(m)[0],l.async=1,l.src="https://rumble.com/embedJS/u2q643"+(arguments[1].video?'.'+arguments[1].video:'')+"/?url="+encodeURIComponent(location.href)+"&args="+encodeURIComponent(JSON.stringify([].slice.apply(arguments))),e.parentNode.insertBefore(l,e)}})}(window, document, "script", "Rumble"); Rumble("play", {"video":"v70smfa","div":"rumble_v70smfa"}); Source Links: (20) 7SEES (@7SEES_) / X 7SEES | Linktree New Tab (21) The Last American Vagabond on X: "“One of Kash Patel's staff threatened my staff with a criminal investigation if we didn't “straighten up & play ball” … they said “we're going to investigate your staff for fraud”” - if true, Kash is “weaponizing gov” or wiling to let a criminal walk. https://t.co/hGMfzFalsz" / X New Tab (20) 7SEES on X: "MIT finally admitting that they can use nano-scale wireless devices to remotely program areas of the brain. MIT researchers created microscopic wireless electronic devices that travel through blood and implant in target brain regions, where they provide electrical stimulation. https://t.co/qgaN27HVcV" / X New therapeutic brain implants could defy the need for surgery | MIT News | Massachusetts Institute of Technology Bob Langer The Coronavirus "Common Denominator" Tied To Charles Lieber & Israel's NY "Smart Cities" The Charles Lieber Connection: From Nanotechnology To COVID-19 To Technocracy Charles Lieber's nanoscale transistors can enter cells without harming them | Harvard Magazine Is Smart Dust Already In Use On The Population & Was "COVID-19" An Attempted Experimental Next Step? MakerCon: Alasdair Allan and "The Inevitability of Smart Dust" - YouTube Biodigital Convergence, COVID Magnetogenetic Ferritin Vaccines & Big Spikes In Mass Vaccinated Areas Genetically engineered 'Magneto' protein remotely controls brain and behaviour | Science | The Guardian Coronavirus Gives a Dangerous Boost to DARPA's Darkest Agenda The Quiet Transition From DARPA's XAI To Elon's xAI & Haaretz Exposes Sadistic Nature Of The IDF Internet of Nano-Things and Wireless Body Area Networks (WBAN) - 1st E Blockchain Based Delay and Energy Harvest Aware Healthcare Monitoring System in WBAN Environment - PubMed Mind-altering ‘brain weapons' no longer only science fiction, say researchers | Chemical weapons | The Guardian British government plans to introduce cameras that detect emotions - Disclose.tv New Tab (20) Saagar Enjeti on X: "This is a direct push to get children addicted to personalized AI slop. Also as disgusting as it sounds it will almost certainly explode a certain type of porn Burn it to the ground" / X Presidential-AI-Challenge-Guidebook-for-Participation.pdf (20) 7SEES on X: "Another push past the goal posts for global digital only currency." / X New Tab (20) 7SEES on X: "6G is BioDigital Convergence. Nano-Scale Piezoelectric Sensors Programmed to Hide on T-Cells, Neuromodulation, mRNA Immunosuppression, Bio Field Hijacking, Metabolic Energy Harvesting. Real Time Integration with Smart-Cities, Data Recorded on Blockchain, Interoperating with" / X (20) The Last American Vagabond on X: "As I said last night. This is the Great Reset. https://t.co/SYYxkC1RmT" / X (20) 7SEES on X: "The irony and sarcasm here will slowly be replaced with a sobering reality as someone utters this phrase with genuine sincerity 10 years from now." / X Pronomos Capital & The Rapid Transition To A Techno-Feudal State The Network State Coup And The Engineered Transition To "Tech Zionism" Trump & The Zionist/Globalist Technocrats Are Building Your New Society Whether You Like It Or Not Seasteading is back — but its history is stained with failure | The Independent How President Trump Can Crush Socialism and Save a Freedom City in Honduras New Tab (20) 7SEES on X: "The Department of Education just got a fresh injection of Palantir Surveillance Software. https://t.co/fT2QfoHP9L I couldn't find anything confirming this, but I think it's probably safe to assume that just like with FARA, Israel probably doesn't qualify as "foreign" here. https://t.co/OMJimomJT6" / X Palantir quietly lands in Education Department through foreign funding portal | FedScoop 12.mp4 (20) 7SEES on X: "Palantirs entire business model is empowering genocidal terrorists who call themselves governments." / X German state parliament approves use of Palantir police software - Disclose.tv Welcome to the Palantir World Order New Tab (20) The Solari Report | Catherine Austin Fitts on X: "Trump and Johnson leading the implementation of the control grid - with a $2 trillion a year deficit, the uniparty does what the central bankers tell them to do https://t.co/22nA4b2IfE" / X (20) Thomas Massie on X: "This week we vote on the National Defense Authorization Act. I offered these amendments to restore freedom, promote peace, cut billions of dollars in foreign aid, and put America First. @SpeakerJohnson and the Rules Committee chose to prevent any amendments from coming to a vote. https://t.co/7rFVBLT1hw" / X (17) Arnaud Bertrand on X: "Insanely, submitting your past 5 years' social media to enter the U.S. as a tourist is only a small part of the proposed upcoming requirements. You'll also need to give your DNA (!) among many other new requirements. All the additional info you'll need to give as a tourist https://t.co/h2cqdgGW9p" / X New Tab (15) 7SEES on X: ""Recently, it (Tesla) has asked a federal judge to prohibit NHTSA from releasing data about crashes related to the use of Full Self Driving and Autopilot systems." https://t.co/ZTkVNggSZo https://t.co/kMacyvqPkg" / X Vault7 - Home The CIA is interested in hacking your car, WikiLeaks claims | Mashable (20) James Li on X: "When I watch this, all I can think about is the fact that Israel has the *alleged* capability to detonate any of these devices remotely at any given time — should we ever "step out of line".
Dave Rubin of "The Rubin Report" talks to Gad Saad and Viva Frei about what the real motivation may be for Candace Owens pushing conspiracies about Charlie Kirk's assassination; Gavin Newsom misleading the New York Times' Ezra Klein about the actual state of California's economy; Democrat Rep.Sarah Stalker from Kentucky publicly humiliating herself about her white privilege; Nick Shirley finding out what happens to a woke liberal when a thief buys into their white privilege argument; Palantir's Alex Karp shocking the Dealbook Summit crowd and Andrew Ross Sorkin with some uncomfortable truths about racism against white people; Piers Morgan talks to WWE wrestler and dwarf Hornswoggle and woke activist James Barr about if dwarves should be allowed to play themselves in movies like Snow White and the Seven Dwarfs; and much more. WATCH the MEMBER-EXCLUSIVE segment of the show here: https://rubinreport.locals.com/ Check out the NEW RUBIN REPORT MERCH here: https://daverubin.store/ ---------- Today's Sponsors: Tax Network USA - If you owe back taxes or have unfiled returns, don't let the government take advantage of you. Whether you owe a few thousand or a few million, they can help you. Call 1(800)-958-1000 for a private, free consultation or Go to: https://tnusa.com/dave Chef iQ - Take the stress out of not knowing if your meat will come out good! CHEF iQ Sense continuously monitors and predicts precisely when your food will be done. Get 30% off sitewide with code RUBIN! Go to: http://chefiq.com 1775 Coffee - 1775's Rejuvenate Anti-Aging Pods have real Arabica beans infused with CA-AKG, a compound shown to support cellular energy, metabolism, and even healthy aging. Rubin Report viewers get 15% off their order. Go to: https://1775coffee.com/RUBIN and use code RUBIN
The labor market has swung from the Great Resignation to “job hugging,” where workers cling to their roles out of fear of AI-driven layoffs and inflation, crushing engagement and accelerating burnout. At the same time, OpenAI is accused of suppressing research showing job losses, ignoring internal warnings about chatbot mental health risks, and bleeding safety staff, while state Attorneys General fire off an opening salvo likening unchecked AI harms to an opioid crisis-in-the-making.The AI boom is now colliding with reality. Environmental groups want a halt on new datacenters as power prices spike, and the industry is starting to look financially radioactive, with opaque financing schemes, hidden debt, and trillion-dollar infrastructure bets that could vaporize household wealth. Regulators are pushing back too: the EU is fining X, probing Google over training data, and floating a statutory licensing scheme for AI scraping, while Disney dives in with a billion-dollar bet on “responsible” AI storytelling that mostly translates to fewer humans on payroll.Meanwhile, everyday tech dystopia rolls on. Uber is monetizing your movement data, Instacart is quietly price-discriminating groceries, Waymo is spinning a robotaxi birth as a feel-good story, and crypto fraud finally earns real prison time. Add in AI-generated marketing slop, government sites hijacked by SEO porn, billion-dollar festival scams resurrected, and Congress kneecapping right-to-repair, and the takeaway is simple: the machines are hungry, the adults are absent, and the vibes are aggressively bad.Sponsors:CleanMyMac - Get Tidy Today! Try 7 days free and use code OLDGEEKS for 20% off at clnmy.com/OLDGEEKSGusto - Try Gusto today at gusto.com/grumpy, and get three months free when you run your first payroll.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/726Watch on YouTube: https://youtu.be/eJbLlVhIQ-YFOLLOW UP“Why ‘job hugging' can be worse than quitting”OpenAI Accused of Self-Censoring Research That Paints AI In a Bad LightOpenAI, Anthropic, Others Receive Warning Letter from Dozens of State Attorneys GeneralIN THE NEWSMore than 200 environmental groups demand halt to new US datacentersSomething Ominous Is Happening in the AI EconomyOpenAI's house of cards seems primed to collapseX shuts down the European Commission's ad account the day after major fineEU opens antitrust investigation into Google's AI practicesEU Report Distills AI-Training Lessons from Napster Piracy Era: Don't Sue, LicenseDisney Invests $1 Billion in the AI Slopification of Its BrandUber will start selling trip and takeout data to marketersInstacart Charging Customers Different Prices for Same Products, Study FindsWaymo's robotaxi fleet is being recalled again, this time for failing to stop for school busesDriverless delivery: Woman gives birth in San Francisco WaymoCrypto mogul Do Kwon sentenced to 15 years in prison for $40 billion stablecoin fraudPorn Is Being Injected Into Government Websites Via Malicious PDFsMarco Rubio bans Calibri font at State Department for being too DEI'Architects of AI' named Time Magazine's Person of the YearMEDIA CANDYThe American RevolutionWhat Happened at Billy McFarland's PHNX Festival?The Lord of the Rings trilogy returns to theaters in January for 25th anniversaryAmazon's Official ‘Fallout' Season 1 Recap Is AI Garbage Filled With MistakesSpartacus House of AshurThe Boys - Final Season Teaser Trailer | Prime VideoParadise Season 2 | Official Teaser | HuluSupergirl | Official Teaser TrailerNo Such Thing As a Fish - Ep612: No Such Thing As The Gordon Ramsay SongbookWTF Happened To Battlestar Galactica (2004-2009)?!Star Trek: Starfleet Academy | Official Trailer | Paramount+ (NYCC 2025)Starfleet Academy - What Is This Garbage?APPS & DOODADSGoogle and Apple partner on better Android-iPhone switchingCongress removes right to repair language from 2026 defense billGlide Gear TMP 100 Teleprompter – DSLR, Tablet, Smartphone – 12" Glass, Carry Case, No AssemblyBetterDisplay ProTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingSplat HiFiThe History Behind All the Cuts of the Original ‘Star Wars''Rise of the Resistance | Layout Side By SideBLUE MONDAY - Analyzing the MOST BRUTAL BEAT of the '80s | Drum Patterns ExplainedSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Israel Used Palantir For Pagers Op; Propaganda Targets US Churches*MINISTRY SPONSORS:*Gray Toad TallowGray Toad Tallow's handcrafted balms made from grass-fed, grass-finished tallow help heal real skin issues like dryness and psoriasis. Explore their sample pack and save 15% with code RIGHT15 at https://www.graytoadtallow.com/Reece Fund. Christian Capital. Boldly Deployedhttps://www.reecefund.com/Genesis Gold GroupFaith-Based Gold IRA: Genesis Gold Group helps Christians protect their retirement with physical precious metals aligned with scriptural stewardship principles.https://www.RightResponseBibleGold.comBackwards Planning FinancialWant to build a financial legacy for your family with a plan that starts at the end goal? Connect with Joe Garrisi at https://backwardsplanningfinancial.nm.com/ to get help with a legacy-driven strategy for your future.Freddy MediaUnlock exclusive access to a highly engaged audience and elevate your brand through impactful sponsorship opportunities with Right Response Ministries. Simply click the link below to provide some basic information and Freddy Media will reach out to discuss how to tailor a partnership that drives real results.https://91znn6hr1aa.typeform.com/joelwebbon
Story of the Week (DR):3 from Trump: Trump Orders SEC to Review Proxy Adviser Rules in ESG Rebuke AND Trump signs executive order for single national AI regulation standard, limiting power of states AND Trump says Netflix, WBD deal could be 'problem' as son-in-law Kushner backs Paramount bid Trump directed several federal agencies to tighten regulations on proxy advisers:The S.E.C. was ordered to review rules and guidelines regarding the industry, including revising or rescinding any related to diversity, equity and inclusion (known as D.E.I.) and environment, social and corporate governance (or E.S.G.).The F.T.C. and the attorney general were directed to examine state antitrust investigations into the companies to see if there was a “probable link” between those inquiries and potential violations of federal antitrust law.And the Labor secretary was told to review regulations about the fiduciary duties of proxy advisers and others who advise managers of certain employee retirement accounts.These firms “wield enormous influence over corporate governance matters,” the executive order reads, adding that they “regularly” use their power to “advance and prioritize radical politically motivated agendas” instead of focusing on shareholder returns.CEO Moves:Lululemon Athletica's C.E.O., Calvin McDonald, will step down as the athleisure clothing maker struggles to turn itself around. MMHis tenure had been criticized by the company's founder, Chip Wilson.The athleisure retailer said that Calvin McDonald will step down as CEO and board member, effective January 31. Lululemon CFO Meghan Frank and chief commercial officer André Maestrini will serve as interim co-CEOs while the company searches for a new leader.McDonald has served as CEO of Lululemon since 2018, during which time he built the company into a brand powerhouse. But the company has been underperforming for more than a year, with the weakness most apparent in its core North American markeTime to let a woman runInterim co-CEO: CFO Meghan FrankBoard chair Marti Morfitt (CEO of River Rock partners, Airborne, and CNS)Director Alison Loehnis (former president and ad interim CEO of Yoox Net-a-porter group)Levi Strauss CEO Michelle GassHorrible board skills:Economics and Accounting 34%Mechanical 19%Computers and Electronics 12%Sales and Marketing 5%Administrative 5%Coca-Cola names insider Henrique Braun as CEO, replacing James Quincey Quincey will transition to the role of executive chairmanDisney wants you to AI-generate yourself into your favorite Marvel movieThe media company is investing $1bn in OpenAI – and allowing its characters to be used in generated videosTech Billionaires Are Starting Private Cities to Escape the United StatesCoinbase CTO Balaji Srinivasan shared his vision for the “ultimate exit” by tech industry elites from the “failing” United States. “I think it's fair to say, in 2025, we have a movement”That movement is the rise of “startup societies,” a pro-corporate, anti-government coalition of tech magnates, libertarian idealists, and neoliberal economic theorists.As the Financial Times notes in new reporting on the phenomenon, the movement is indeed growing. What once was the stuff of dystopian fiction like the Bioshock franchise is now the task of some 120 startup societies throughout the world, each scrambling to erect specially-built cities to court billionaires who feel maligned by organized society.Goodliest of the Week (MM/DR):DR: Eileen Higgins will be Miami's first-ever woman mayorDemocrat Eileen Higgins is a sharp contrast to her predecessor, Republican Francis Suarez, who leaned into masculinity politics during his termBS in mechanical engineering from the University of New Mexico; MBA from Cornell University; country director of the Peace Corps in Belize; foreign service officer for the U.S. Department of State; Miami–Dade County CommissionerRepublican Francis Suarez: son of former Miami mayor Xavier Suarez; attorney with the law firm Greenspoon Marder, specializing in corporate and real estate transactionsDR: U.S. Court Strikes Down “Unlawful” Trump Ban on Wind Energy ProjectsA U.S. federal court struck down an executive order by President Trump aimed at freezing new wind energy developments across the country, agreeing with a coalition of 18 State Attorneys General that the administration's order was “arbitrary and capricious and contrary to law.”MM: Nintendo's 98% staff retention rate means the average employee has been there 15 yearsAssholiest of the Week (MM):Just sayin…RJ Scaringe, who recently got a mini Musk pay package and can afford a secretary: Rivian's CEO said self-driving cars shouldn't just be able to drive, but also run errands for you like a secretary: 5Joe Lonsdale, Stanford grad: Palantir cofounder calls elite college undergrads a ‘loser generation' as data reveals rise in students seeking support for disabilities, like ADHD: 7 Palantir Chief Legal Officer went to Stanford undergrad, Harvard for law school - and I bet he's a good lawyer: Palantir Sues CEO of Rival AI Firm, Alleges Widespread Effort to Poach Employees Cracker Barrel customers, average age of 340 year old: Cracker Barrel diners are sounding the alarm; here's what reportedly has them furious: 3One of those customers, 73-year-old Craig Watkins of Northern California, told the Journal he has watched the chain's quality fade and wants old staples and original maple syrup restored."I want pure syrup on pancakes, not that watered-down junk," he said, adding that he brings his own syrup when he visits.Craig, pure maple syrup is WOKEMark Cuban, billionaire: Billionaire Mark Cuban Says If You Want To Get Rich, Give Things Up—Drink Water Instead Of Coffee, Eat Mac & Cheese Not McDonald's, 'Save Every Penny': 5Jim Cramer, CEO sycophant: Billionaires Won't Save You,' Says Jim Cramer. 'They're Out For Themselves' And 'Never Apologize For Their Negativity': 5Jim Cramer on Meta CEO: “Zuckerberg Makes Elon Musk Look Like a Real Softy”Sam Altman, who forgets for 10,000 years babies were raised without AI: Sam Altman makes his late-night debut, says he can't imagine 'figuring out how to raise a newborn without ChatGPT': 9Elon Musk, manbaby: Elon Musk says the E.U. should be 'abolished'Alex Karp, who is trying desperately to stay in headlines: Palantir CEO Says Legalizing War Crimes Would Be Good for Business: 10Bob Iger word-salading his investment in OpenAI: ‘Creativity is the new productivity': Bob Iger on why Disney chose to be ‘aggressive,' adding OpenAI as a $1 billion partner: 7Honorable mention:Red Pill Apple - People moves: Former Meta CLO joins Apple as new general counselJennifer Newstead was at Meta from 2019, prior was an appointee of Trump 1.0 at Department of State and way back is partially credited with drafting the Patriot Act in Bush Jr (the act that allows the US to spy on everyone). Normally a move like this no one cares about, but shouldn't we? This is a new exec with a red pill, eye-in-the-sky history joining a company who literally sells privacy - they did a whole commercial about it that aired for a yearShe joins as Tim Cook keeps showing up at every bro-fest dinner with Trump, Musk, Huang, and all the other techlords of the universeHeadliniest of the WeekDR: Woman Hailed as Hero for Smashing Man's Meta Smart Glasses on Subway DR: Sam Altman makes his late-night debut, says he can't imagine 'figuring out how to raise a newborn without ChatGPT'Has he never heard of a library?MM: Project to Resurrect Dead Grandmas Sparks ControversyMM: When David Ellison was 13, his billionaire father Larry bought him a plane. He competed in air shows before leaving it to become a Hollywood executiveWho Won the Week?DR: Miami shareholdersMM: Miami, who got their first female mayor and the first democrat in 30 years, is overqualified, and was running against a nepo babyPredictionsDR: Lululemon still picks a man, because DEI is illegalMM: After reading this headline: Cracker Barrel stock drops after-hours as chain reports losses from 'unique and ongoing headwinds' - Robby Starbuck renames himself Unique and Ongoing Headwind Starbuck.
SEASON 4 EPISODE 39: COUNTDOWN WITH KEITH OLBERMANN A-Block (2:30) SPECIAL COMMENT: As Trump threatens the New York Times with sedition and treason charges and tells finance clowns and his government goons that he gets to choose who gets to be on CNN and what they get to say, we are at the tipping point. The first news reporter who stands up to his insults and calls him out to his face in public will get fired - and within 48 hours get a new job paying twice as much or more, and will become a national hero. America is crying out for somebody to take the risk that isn’t really a risk and tell him to shut the hell up and to EFF off and to SHOVE his A++++ economy and his threats and stochastic calls for destruction and violence. It is time. NOW NOW NOW. The tragedy here of course is that it is accepted, inside the news business, without a second thought, that there is nothing reporters – even bad ones – can do about this without risking their careers and lives. Bull. The first one who gets told “You are the most obnoxious reporter in the whole place. Let me just tell you -- you are an obnoxious -- a terrible reporter” and replies “So what? What does that have to do with my question? Nothing. And, with all due respect SIR, the majority of this nation considers you a failure as a president. And what does THAT have to do with your answer? The one you DIDN’T just give? NOTHING. The majority of this nation thinks you are vindictive, stupid, hypocritical, hateful, destructive, soul-less, and quite probably losing your sanity. I’M a terrible reporter? You’re the worst government leader in the history of the western hemisphere.” B-Block (32:00) THE WORST PERSONS IN THE WORLD: Sean Duffy wants you to wear a suit to the airport and...work out in it before you get on the plane? Palantir co-founder Joe Lonsdale calls for public hangings and says without irony or self-satire "If I'm in charge later..." OK, you first. And Missouri congresswoman Ann Wagner, in the middle of redistricting gerrymandering, turns out to not know the name of the third largest city in the state capitol district and thinks that city is in California. C-Block (42:00) THINGS I PROMISED NOT TO TELL: Somebody asked me how I felt about Chris Matthews being back on MSNBCNOWWHATEVER with Joe Scarborough and I actually said I felt sorry for Scarborough. Then I told them the saga of Chris, co-anchoring a funeral with me, drooling over Jennifer Granholm. On the air. So I'll tell you.See omnystudio.com/listener for privacy information.
Plus: Ford Motor and SK Group end their partnership to produce EV batteries in the U.S. And regular companies are finally beating tech stocks. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
In episode 1976, Jack and Miles are joined by comedian and host of Never Seen It, and creator of Boast Rattle, Kyle Ayers, to discuss… Palantir CEO Out of His Mind On Stimulants, MTG - The Rebrand Is Not Going That Great? JD Vance - Trump Said My Wee Wee Is Bigly, Matthew Lillard Claps Back … By Saying My Feelings Are Hurt and more! CEO of PALANTIR Alex Karp is FLYING MTG - The Rebrand Is Not Going That Great? JD Vance - Trump Said My Wee Wee Is Bigly LISTEN: Somewhere In My Memory by Ron BladworthSee omnystudio.com/listener for privacy information.
FOLLOW UP starts with the realization that Spotify Wrapped thinks we are 82 years old, which honestly feels accurate, followed by a massive shout out to Bama Bryan on Bluesky for listening to us for over 3,000 minutes. We look at the grim stats from the Department of Government Efficiency regarding USAID deaths, then move to IN THE NEWS where the KALSHI CEO wants to monetize "any difference in opinion" because gambling on the news is the future. PALANTIR CEO Alex Karp claims making war crimes constitutional is bad for business, META STARTS KICKING AUSTRALIAN CHILDREN OFF their platforms to avoid fines, and TETHER gets a "weak" rating while U.S. BANK calls the ability to freeze stablecoins "appealing." We discuss the LEAK CONFIRMS OPENAI IS PREPARING ADS for ChatGPT while SAM ALTMAN DECLARES 'CODE RED' to catch up to Google. Speaking of which, ONE OF GOOGLE'S BIGGEST AI ADVANTAGES IS WHAT IT ALREADY KNOWS ABOUT YOU, even if GOOGLE DISCOVER IS TESTING AI-GENERATED HEADLINES that are complete lies. We cover how GROK WOULD PREFER A SECOND HOLOCAUST OVER HARMING ELON MUSK, the US PATENT OFFICE ruling on generative AI, a new report on DAVID SACKS profiting from his administration role, and INSTACART SUES NEW YORK CITY because paying workers a living wage is apparently unconstitutional. We wrap up the news with the HUMAN ROBOT HYPE SCARING CHINA, a sad story where CHILDREN SOB AS WAYMO RUNS OVER DOG, a video showing a WAYMO SELF-DRIVING TAXI TAKES PASSENGER THROUGH ACTIVE POLICE SCENE, and the fact that PASSENGERS FACE DISRUPTION AS AIRBUS UPDATES THOUSANDS OF PLANES due to solar flares.In MEDIA CANDY, the industry is shaking because NETFLIX BUYS WARNER BROS. FOR $82 BILLION, meaning they now own everything from Harry Potter to Batman. We look at upcoming releases including WAKE UP DEAD MAN: A KNIVES OUT MYSTERY, FALLOUT SEASON 2, ROMCON: WHO THE F**K IS JASON PORTER?, SEAN COMBS: THE RECKONING, THE LONG KISS GOODNIGHT, THE AMERICAN REVOLUTION, and A MAN ON THE INSIDE. Moving to APPS & DOODADS, we discuss the pure joy of uninstalling DROPBOX, our collective hatred for FUCK CENTER STAGE, and the report that APPLE EMPLOYEES ARE 'GIDDY' ABOUT ALAN DYE'S DEPARTURE. We also cover the horror show where GOOGLE'S AGENTIC AI WIPES USER'S ENTIRE HDD without permission, a study showing YOUR GLITCHY VIDEO CALLS MAY MAKE PEOPLE MISTRUST YOU, and how SCIENTISTS CREATED THE BLACKEST FABRIC EVER.Finally, in THE DARK SIDE WITH DAVE, we learn that CLAUDIA BLACK EXITS ‘AHSOKA' SEASON 2 over pay disputes because Disney is apparently broke, we scrutinize LEAKED CLIPS FROM THE RUMORED 50TH ANNIVERSARY RERELEASE OF THE ORIGINAL VERSION OF STAR WARS (still no R2D2), check out a STORMTROOPER SUIT ON FACEBOOK MARKETPLACE, and mention THE MAD MEN 4K release.Sponsors:Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordWatch on YouTube at https://youtu.be/4IRVvpdJC30Show notes at https://gog.show/725FOLLOW UPKalshi CEO Says He Wants to Monetize ‘Any Difference in Opinion'Palantir CEO Says Making War Crimes Constitutional Would Be Good for BusinessMeta starts kicking Australian children off Instagram and FacebookMeta reportedly plans to slash Metaverse budget by up to 30%IN THE NEWSCrypto's Most Trusted Stablecoin Given Lowest Possible ‘Weak' Rating By Major TradFi AgencyU.S. Bank Calls Ability to Freeze Stablecoins ‘Appealing' as Crypto Has Completely Lost the PlotLeak confirms OpenAI is preparing ads on ChatGPT for public roll outOpenAI CEO Sam Altman declares 'code red' as ChatGPT competition mountsOne of Google's biggest AI advantages is what it already knows about youGoogle Discover is testing AI-generated headlines and they aren't goodGrok would prefer a second Holocaust over harming Elon MuskUS patent office says generative AI is equivalent to other tools in inventors' beltsThe People Outsourcing Their Thinking to AINew report examines how David Sacks might profit from Trump administration roleInstacart sues New York City over minimum pay, tipping lawsHumanoid Robot Hype Is Officially Scaring ChinaChildren Sob as Waymo Runs Over DogWaymo self-driving taxi takes passenger through active police scene in downtown LA, video showsPassengers face disruption as Airbus updates thousands of planesMEDIA CANDYNetflix Buys Warner Bros. for $82 BillionWake Up Dead Man: A Knives Out MysteryFallout Season 2 on Prime VideoROMCON: Who The F**k is Jason Porter? - Season 1Sean Combs: The ReckoningThe Long Kiss GoodnightThe American RevolutionA Man On the InsideAPPS & DOODADSGruber: Apple employees 'giddy' about Alan Dye's departureGoogle's Agentic AI wipes user's entire HDD without permission in catastrophic failureYour glitchy video calls may make people mistrust youScientists Created the Blackest Fabric Ever, Then Made a DressTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingClaudia Black Exits ‘Ahsoka' Season 2 Over Alleged Pay DisputesLeaked clips from the rumored 50th anniversary rerelease of the original version of Star WarsThe Mad Men 4K on HBO debacleWilliam Shatner - Good King WenceslasAI boom kills Crucial as Micron shuts down consumer brandCLOSING SHOUT-OUTSSteve Cropper, guitarist for Booker T. & the MG's, Otis Redding, the Blues Brothers and many more, has died. He was 84.STAX: Soulsville, USA.'Mortal Kombat' Star Cary-Hiroyuki Tagawa Dead at 75See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.