Podcasts about Referendum

Quebecers go to the polls on Monday and while the vote is about the formation of the next provincial government it could also lead to a third referendum on separation in the province. Then a couple of weeks later, the referendum on a referendum in Alberta. Also the Random Ranter with Part 2 of his rant on immigration. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Big Five is the quintessential Montreal podcast, and the best way to get caught up on the top stories impacting the city. Every weekday, host Elias Makos and a roster of Montreal thought leaders debate and inform. On today's Big 5: Caroline Codsi, Founder & Chief Equity Officer at Women in Governance, and Jonathan Kalles, Senior Vice President at Vantage and former advisor to Prime Minister Justin Trudeau. Columnist Paul Journet warned that PQ Leader Paul St-Pierre Plamondon may weaponize future federal clashes, like the upcoming Bill 21 Supreme Court ruling, to manufacture the political crisis needed to boost stagnant sovereignty support. Independent Chambly candidate Caroline Boisvert sparked fierce campaign trail debate after distributing promotional flyers featuring herself topless. A constitutional challenge was officially filed against Montreal's newly passed bylaw that carries heavy fines for insulting police and city staff. An Ontario truck driver was sentenced to six years in prison for causing a deadly 2022 South Shore pileup while playing a game on his cellphone.

Paul St-Pierre Plamondon is the leader of the Parti Québécois and MNA for Camille-Laurin in Montreal. He has led the PQ since 2020 and is a lawyer by training, with degrees from McGill University and Oxford University. Before entering politics, he worked as a lawyer and co-founded the think tank Génération d’idées. He spoke to Andrew Carter and explained why Anglos will vote for him despite wanting a referendum. Photo Credit: THE CANADIAN PRESS/Jacques Boissinot

Ständerat will doppeltes Referendum bei den Verträgen mit der EU, Flugzeug der Airline «Fly Dubai» in Saudi-Arabien notgelandet, Kämpfe in der äthiopischen Region Tigray flammen wieder auf, digitale Wanderkarte soll künftig Risiken aufzeigen

Tom Mulcair can be heard every weekday morning at 7:40 on The Andrew Carter Morning Show.

Everyone in the city has an opinion on the Downtown Event and Entertainment District (also known as DEED), and a local group thinks we should put it to a vote. It wouldn't be the first time the city did that. We dig into the contentious $1.2-billion project, and if a referendum could settle this debate once and for all.

Taoiseach Micheál Martin, Tánaiste Simon Harris, Stormont First Minister Michelle O'Neill and Sinn Féin leader Mary Lou McDonald are to hold talks at Government Buildings this evening to discuss the ongoing situation at the Garvaghy Road in Co Armagh. Allison Morris, Belfast Telegraph Crime Correspondent brought us the latest. One man who will publish a book this week, titled ‘‘Before the Vote: Planning for a United Ireland' is Professor John Doyle, Vice President for Research in Dublin City University, previously Director of DCU Institute for International Conflict Resolution and Reconstruction & Author of ‘Before the Vote: Planning for a United Ireland' joined Ciara on the show to discuss his new book.

W tym wydaniu o referendum w sprawie zaostrzenia neutralności Szwajcarii, o śledztwie w sprawie podejrzenia zamachu terrorystycznego koło bazy wojskowej RAF w Anglii, o niecodziennej uroczystości w Wilnie nadania i poświęcenia repliki sztandaru 13. Pułku Ułanów dla Wileńskiego Klubu Rekonstrukcji Historycznej Garnizon Nowa Wilejka. A o działaniach pomocowych dla Ukrainy powie dziennikarka Karolina Kuzema. Zapraszamy do słuchania!

Political commentator James Mennie is a reporter, columnist and editor at the Montreal Gazette. He can be heard weekdays at 4:05 p.m. on Montreal Now with Aaron Rand.

Damit sich Wild- und Nutztiere weniger verletzen, verbietet der Kanton Thurgau Stacheldrahtzäune im Wald, am Waldrand und auf Landwirtschaftsflächen. Bereits installierter Stacheldraht muss innerhalb der nächsten zwei Jahre abgebaut werden. Weitere Themen: · GR: Schiers muss weiterhin Wasser sparen, Grund dafür ist der tiefe Grundwasserspiegel · AI: Staatsanwaltschaft konnte Pendenzen abbauen · SG: Pflegeverbände, Gewerkschaften und linke Parteien kündigen Referendum an gegen Sparmassnahmen in der Pflegeausbildung

Piya heads to the prairies in the run-up to October's referendum to hear how neighbors on either side of the separation question are bridging their divide, discover how Banff National Park serves as an example of just how messy a potential provincial breakup would be, and unpacks the potential stakes of immigration questions with affected communities and Alberta's minister in charge of that file

Nel The Essential di lunedì 28 settembre, Camilla Ferrario parla di: 00:00 I risultati del referendum sulla neutralità in Svizzera 03:51 Trump contro le testate giornalistiche e la creazione della Trump TV 07:41 I limiti al prezzo del carburante da oggi in vigore Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Talkers are FIRED UP over the Alberta government's $4M ad spend leading up to the referendum and Premier Danielle Smith's emotional speech about oil and gas. It's The Flamethrower presented by the DQs of Northwest Edmonton and Sherwood Park! WHEN YOU SWING BY A DQ IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, OR BASELINE ROAD, BE SURE TO LET 'EM KNOW REAL TALK SENT YOU! FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

British Columbia's next provincial election set for Oct. 24 after Eby calls early vote The Latest Voters in British Columbia will choose their next provincial government on Oct. 24, two years ahead of schedule, after NDP Leader David Eby called a snap election on Tuesday. Making the announcement in Victoria, Eby said the province needs a new government to meet the “existential moment” created by the trade conflict between Canada and the U.S. Political opponents were quick to criticize the move as political opportunism, given the turmoil within B.C.'s Opposition Conservatives over the summer. Many splintered candidates quickly reunited after... View Article

Hour 2 opens with Marc Cox and Kim St. Onge discussing national "Dolly Parton Day" (9/25) tributes following her August 25, 2026 passing. The hosts examine ongoing Tennessee court proceedings involving her former security director, Bryan Seaver, and her late manager's team regarding estate property access restrictions. In political updates, the hosts analyze pending stay applications before U.S. Supreme Court Justice Brett Kavanaugh regarding Missouri's congressional redistricting map appeal, reviewing absentee ballot voting timelines and election administration under Missouri Secretary of State Denny Hoskins.On the St. Louis Morning Brief, the hosts evaluate a citizen petition drive in Ballwin following a city council vote approving developer tax incentives. The segment honors Naismith Basketball Hall of Fame inductee Bob Pettit, the inaugural NBA Most Valuable Player who led the St. Louis Hawks to the 1958 NBA championship, following his passing at age 93. Additional regional coverage includes a substitute teacher's termination in St. Louis County, assault charges in North St. Louis County, and hearing postponements in St. Louis Board of Aldermen ethics proceedings involving Alderwoman Sharon Tyus and Alderman Rasheen Aldridge. Financial reporter Nicole Murray delivers a market update detailing Stock Exchange indexes, energy pricing, and Tesla's heavy-duty semi-truck factory in Sparks, Nevada. The hour closes with In Other News, sponsored by Zerorez St. Louis, covering an Iowa family's Guinness World Record for shared birthdays, a DoorDash driver collision in Bowie, Maryland, Katmai National Park's Fat Bear Week 2026 competition, and a Delaware Superior Court lawsuit filed by former Miss Jamaica Universe Nicole Stoddart.For official voter registration resources, ballot measure updates, and election information, consult the Missouri Secretary of State Elections Division. LISTEN TO 97.1 FM TALK LIVE IN ST LOUIS OR STREAM WORLDWIDE AT 971TALK.COM Hashtags:#971FMTalk #StLouis #STLNews #BobPettit #DollyParton #DennyHoskins

Plus: the Federal government is trying to relieve concerns after a New York Times report claimed Canada has considered military scenarios to defend against an attack from the U.S., today is the last day to apply for a mail-in ballot for Alberta's October 19th referendum, and September 25 is now Dolly Parton Day. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us: Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

News · Danielle Paradis and Tim Querengesser

Stephanie is back! We chat about some of the big and small municipal news you might have missed in the past month. Plus, we hear all about Stephanie's travels and her fresh reflections on cities and how Edmonton stacks up.(00:00) - Introduction (01:59) - Ad: Shadow Theatre (03:58) - Europe through an Edmonton lens (08:58) - Bike infrastructure (10:40) - Patios and pedestrian life (13:45) - Bridges (17:31) - Street-level trains and transit (21:46) - Ad: Wills Week (23:50) - Former mayors and downtown (30:01) - Downtown traffic and construction (36:02) - Referendum (37:15) - Pit Tour and close Here are the relevant links for this episode:Europe through an Edmonton lensOld Strathcona Public Realm StrategyCouncil decides against pause in patio feesPatios on Public SpaceMargaret Bridge refurbishment in BudapestHigh Level Bridge RehabilitationLow Level Bridge RehabilitationDowntown EdmontonFormer Edmonton mayors discuss downtown, homelessness, and the city budgetWarehouse Park and surrounding street constructionImagine Jasper AvenueReferendumReferendum information updates from Elections AlbertaReferendum mail-in ballot requests surpass 610,000Pit TourListen to the Pit Tour panelThis episode is brought to you by Shadow Theatre. Its 2026-27 season features four plays written by Canadians, with stories that are fearless, moving, and deeply human. New artistic director Lana Hughes has put together a season that reflects the country's humour, complexity, communities, and relationships. Subscribe todayThis episode is also brought to you by Edmonton Community Foundation, which presents Wills Week from Oct. 5 to 9. Whether you're creating your first will or updating an existing one, free online and in-person sessions offer clear, expert guidance on wills, executorship, and estate planning. Learn more about Wills WeekSpeaking Municipally is produced by Taproot Edmonton. We deliver reliable intelligence about the Edmonton region. Sign up to get The Pulse, our weekday news briefing. It's free!Want to reach the smartest, most-engaged people in the Edmonton region? Learn more about advertising with Taproot Edmonton! ★ Support this podcast ★

The Big Five is the quintessential Montreal podcast, and the best way to get caught up on the top stories impacting the city. Every weekday, host Elias Makos and a roster of Montreal thought leaders debate and inform. On today's Big 5: Victor Henriquez, public affairs and crisis management specialist at Public Strategy and Conseil, and Dan Delmar, independent political analyst, media strategist, and co-founder of TNKR Media. Quebec's final election debate on Radio-Canada focused heavily on a potential sovereignty referendum, with Premier Christine Fréchette and Éric Duhaime drawing hard lines against the PQ. Prime Minister Mark Carney revealed to The New York Times that Ottawa is preparing for extreme risks, including a potential U.S. military invasion, while warning against Canadian reliance on Elon Musk's Starlink. A new Leger poll indicates seventy percent of Canadians support seeking an associate membership with the European Union, though voters strongly oppose altering domestic laws to match European regulations. Outrage is growing over the murder of a forty-five-year-old Montreal woman during a work video call after reports surfaced that the prime suspect was recently released following an assault on police officers.

De leden van Progressief Nederland kiezen in een referendum tussen de Europese sociaaldemocraten en de Groenen. Wat zegt die keuze over de identiteit en interne verhoudingen van de fusiepartij van PvdA en GroenLinks? In EW Politiek Vandaag bespreekt host Sam Verbeek met politiek redacteur Victor Pak de strijd tussen rood en groen, de rol van Jesse Klaver en de vraag hoeveel invloed de oude bloedgroepen nog hebben binnen PRO. Ook bespreken ze welke Europese partijfamilie de meeste invloed biedt in Brussel en wat de uitslag van het referendum kan betekenen voor de toekomst van Progressief Nederland. EW Politiek Vandaag is je korte update over Nederlandse politiek: wat doet het laatste (geo)politieke nieuws met de bloeddruk op het Binnenhof? Victor Pak (politiek verslaggever) en Sam Verbeek (online redacteur) duiden twee keer per week de impact van Tweede Kamer-debatten, verkiezingen, kabinet en internationale ontwikkelingen (EU, VS, China). Elke maandag en donderdag in je podcastapp én op YouTube. Wil je reageren? Stuur dan je vraag of opmerking naar podcast@ewmagazine.nl. Deel de podcast met vrienden en kennissen en laat een review achter. Politiek redacteur Victor Pak geeft ook wekelijks inzicht in de belangrijkste Haagse verhalen en politieke agenda in de nieuwsbrief EW Politiek. Schrijf je hier https://www.ewmagazine.nl/service/nieuwsbrieven/?utm_source=podcast&utm_medium=shownotes&utm_term=els&utm_campaign=els_mrkt_nb_inschrijvingen&utm_content=EWpolitiek gratis in.

Political commentator James Mennie is a reporter, columnist and editor at the Montreal Gazette. He can be heard weekdays at 4:05 p.m. on Montreal Now with Aaron Rand.

Odzivi na zbrane podpise za referendum proti interventnemu zakonu so pričakovani. Opozicija, ki podpira argumente sindikatov, je zadovoljna. Koalicija na drugi strani skupaj z obrtniki in gospodarstveniki opozarja, da je zakon nujno potreben, vsako zavlačevanje njegove uveljavitve pa bo škodil razvoju Slovenije. Nekateri so že napovedali vključitev v kampanjo, drugi še ne; sindikalist Branimir Štrukelj napoveduje, da jo bodo pripravili skrbno in odgovorno, ne glede na morebitne diskreditacije in manipulacije zagovornikov zakona. Koalicija in opozicija ostajata na nasprotnih bregovih tudi glede SKOK-a. Druge teme: - Zupančič zagotavlja: Minister ne bo samovoljno odločal, kdo bo tožilec - Cene elektrike v Italiji med najvišjimi v Evropi, Rim zato utira pot vrnitvi jedrske energije - V Prekmurju z novimi enotami več prostora v domovih za starejše

Albertans will soon cast their vote on a referendum that could have significant impacts on the province. On October 19, Albertans must decide whether the province should remain in Canada or begin the legal process to hold a future legally binding vote on independence.   The referendum raises questions that go far beyond separation, including how political and economic uncertainty could affect jobs, public services, immigration, and people living on low incomes.  In this episode of Let's Talk Poverty, Michelle James, Director, Policy at Vibrant Communities Calgary, sits down with Ruhee Ismail-Teja of the Calgary Chamber of Commerce and Alexa Briggs of the Nonprofit Chamber to explore what Alberta's referendum could mean for the economy, social services, and the well-being of Calgarians and Albertans.    Three key takeaways  Uncertainty around the vote has real and immediate consequences for Alberta. Polls show that business leaders in Alberta are already reconsidering expansion plans and considering relocation. Additionally, changes to immigration and Alberta's workforce could negatively impact the economy.  Good economic policy is good social policy. The purpose of a strong economy is to create a vibrant city and province, where no one is left behind. Nonprofits play a major role in Alberta's economy and provide critical services to people experiencing hardship. Changes to government revenues, funding, or the cost of delivering services could have significant impacts.  The other nine questions. Five questions address immigration and four address the Constitution. It is important to understand which questions are binding and what kind of action a 'yes' or 'no' vote would prompt from the government before voting.     About Alexa Briggs  Alexa Briggs is an executive leader and strategist with more than 15 years of experience at the intersection of public policy, organizational strategy and community impact. As Executive Vice President, Policy, Insight & Engagement at the Nonprofit Chamber, she leads policy, government relations, sector intelligence and stakeholder engagement. Her work spans workforce strategy, civic participation, poverty reduction, sector resilience, and economic and social policy.    About Ruhee Ismail-Teja  Ruhee Ismail-Teja is an executive leader in public affairs, currently serving as Vice President, Policy and External Affairs at the Calgary Chamber of Commerce, overseeing public policy, media and communications, and government and external relations. Ruhee's community contributions include serving on the boards of the Werklund Centre (formerly Arts Commons), McGill University's Max Bell School of Public Policy, YMCA Canada, ParticipACTION and others. She holds a Master of Public Policy from McGill University, a Bachelor of Science (Honours) from Queen's University and a Governance Essentials Certificate from the Institute of Corporate Directors. 

It's Wednesday, September 23. Here are today's top stories around Central Indiana. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org and follow us on social media to get local news every day. WFYI News Now is hosted by Barb Anguiano and produced by Zach Bundy. Subscribe wherever you get your podcasts.

Donald Trump braucht positive Schlagzeilen: In knapp sechs Wochen finden die Midterms statt, bei denen die Republikaner ihre hauchdünnen Mehrheiten im Kongress verteidigen wollen. In den Umfragen liegen sie jedoch zurück. Der anhaltende Iran-Krieg und die steigenden Benzinpreise erschweren die Ausgangslage zusätzlich. Trump hat den Urnengang deshalb stark mit seiner eigenen Präsidentschaft verknüpft.Anders als viele US-Präsidenten vor ihm hält sich Trump im Midterm-Wahlkampf nicht zurück. Er macht die Wahlen zum persönlichen Referendum und mobilisiert seine Anhänger mit allen Mitteln. Gleichzeitig fliessen enorme Summen von Tech- und Krypto-Milliardären in den Wahlkampf der Republikaner. Und es gibt Befürchtungen, dass der politische Druck auf Wählerinnen und Wähler bis hin zu möglichen Behinderungen des Urnengangs zunehmen könnte.Kann Trump das Steuer noch herumreissen? Hilft ihm der pompöse Staatsbesuch von Xi Jinping diese Woche? Oder sorgt eine überraschende politische Entwicklung im Oktober für die Wende? Darüber sprechen Christof Münger, Leiter des Ressorts International, und der langjährige USA-Korrespondent Martin Kilian in einer neuen Folge von «Alles klar, Amerika?». Kilian lebt in Charlottesville, Virginia.Produktion: Jacky WechslerTrumps Wahlkampfoffensive:Elon Musk öffnet wieder den Geldhahn für Trumps Re­publikanerTrump verspricht jedem US-Bürger 5000 Dollar – die Kosten wären astronomisch«Soll ich sie zur Hölle schicken?»: Trump droht vor der UNO mit der Vernichtung IransMit dieser Rede bereitet Trump einen Angriff auf Wahlen in den USA vor Mehr USA-Berichterstattung finden Sie auf unserer Webseite und in den Apps. Den «Tages-Anzeiger» können Sie 3 Monate zum Preis von 1 Monat testen: tagiabo.ch.Feedback, Kritik und Fragen an: podcasts@tamedia.ch Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Der Ständerat will, dass die Grossbank UBS ihre ausländischen Tochtergesellschaften mit 90 Prozent hartem Eigenkapital unterlegen muss. Das ist eine Niederlage für die UBS, die einen weniger strengen Kompromiss angestrebt hatte. Was sagt der Enscheid über das Verhältnis der UBS zur Politik aus? Weitere Themen: Das Parlament will eine Obergrenze für die Wolfspopulation in der Schweiz einführen. Wird dieser Schwellenwert überschritten, sollen Wölfe abgeschossen werden dürfen. Dafür muss das Jagdgesetz angepasst werden. Bleibt es veim Vorhaben, ist ein Referendum vorprogrammiert. An den Berufsweltmeisterschaften Worldskills zeigt sich jeweils, wie exzellent die Schweizer Berufsbildung ist. Bei den diesjährigen Worldskills in Shanghai zeigt sich: Besonders die Konkurrenz aus China ist stark gewachsen.

With six weeks left until the November 3rd election, it's time to get in the know about the constitutional amendments you will be asked to vote on. City Cast Madison Host Bianca Martin tags City Cast Madison Creative Producer Jade Iseri-Ramos and  Starting Block Madison founder Scott Resnick to unpack what the amendments actually mean and who supports them. Plus, how worried should we be about the economic impact of low turnout at Badger football games? And meet Madison's fantastic (and plastic) new IT girl: American Girl's Daisy Davenport.

PLUS: Alberta Premier Danielle Smith is rejecting a claim from her party president that her government is muting its Pro-Canada messaging ahead of the separation vote next month. The British Columbia government has filed a lawsuit against artificial intelligence company Open AI in California over the mass shooting in Tumbler Ridge that left eight people dead, including five students and a teacher's aide at the local secondary school- back in February. Canada's privacy commissioner is investigating a data breach at a major online ID verification company. The Carney government kicked off the new Parliamentary session by tabling bill C-39, titled the "Act to Build a Strong Canada." We love feedback at The Big Story, as well as suggestions for future episodes. You can find us: Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Here's your local news for Monday, September 21, 2026:We hear what local leaders in police oversight had to say at a public forum last week,Attend a union action supporting prospective workers at a new hotel in downtown Madison,Learn what's at stake if Middleton area voters reject a school budget referendum on the November ballot,Share the local government's calendar for the week ahead,Celebrate the Art Lit Lab's tenth anniversary,And much more.

Early voting is already underway and many people across the state will find school funding questions on their ballots. Why? Find out from Scott Croonquist, the Executive Director of the Association of Metropolitan School Districts, on the WCCO Morning News.

Welcome back to the Chornaya Zona. In Episode 3.02, we execute a surgical strike on the administrative rot surrounding the GosDura 2026 elections. The Russian state is currently operating on pure vranyo: running a 20% payday-loan debt spiral while pretending to maintain a 2% deficit, and manually rationing civilian fuel while police generals steal multi-billion-dollar French retail empires.We break down the terminal hypocrisy of the Russian elite starting with the Metshin brothers hiding their wealth in NATO real estate to Umar Kremlev funding Donald Trump Jr.'s Bahamian island parties. Finally, we look at the absolute absurdity of the occupied territories, where the state conducts "secret" early voting for residents whose houses no longer exist. The system doesn't need ballot boxes anymore; it simply hallucinates democracy.Become our patron:https://www.patreon.com/theeasternborderMerch store + another option for memberships:https://theeasternborder-shop.fourthwall.com/Follow what's going on here in the very border of Eastern Europe:https://bsky.app/profile/theeasternborder.lvDownload all episodes for free on our website; pictures accompanying certain episodes can be found there as well!http://theeasternborder.lv/Car4Ukraine Eastern Border Autumn Harvest Campaign!https://car4ukraine.com/campaigns/autumn-harvest-2026-the-eastern-borderSupport this show http://supporter.acast.com/theeasternborder. Hosted on Acast. See acast.com/privacy for more information.

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If you've been in the development game for more than five minutes, you know the scenario. You find a parcel. You spend eighteen months and hundreds of thousands of dollars on environmental studies, traffic impact analyses, civil engineering, and public hearings. You work tirelessly with the city planning staff, you follow the local comprehensive plan to the letter, and finally—finally—the city council approves your Planned Unit Development, or PUD.You pop the champagne. You start pulling permits.And then, two weeks later, you get the notice. A group of local activists who don't want seeing new construction near their backyards have organized a petition drive. They've gathered enough signatures to trigger a public referendum to overturn your project's zoning approval on the next municipal ballot.Suddenly, your multi-million-dollar project, your capital stack, and your entire timeline are held hostage by a local popularity contest.Here's what happened. A project involved a site-specific Planned Unit Development in Telluride, Colorado. The land was designated for a specific site plan, including an element aimed at addressing local workforce housing—a major need in mountain resort communities.When the local authority moved forward with approving the site-specific modifications to the PUD agreement, opponents organized a petition drive. They sought to use direct democracy—a citizen referendum—to amend or repeal the PUD agreement directly on the ballot.The case went all the way to the state Supreme Court. And the Court came back with a decisive, unanimous answer: No. You cannot use a ballot initiative or public referendum to overturn an administrative land-use approval.-----------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Will Europe meet Canada in the High North? Is the Piddington vote a sign of things to come? And why did it take 50 years to recognise a lost talent? Olly Mann and The Week delve behind the headlines and debate what really matters from the past seven days. With Jamie Timson, Felicity Capon and Rebecca MessinaImage credit: Olivier Morin / AFP / Getty Images

A Calgary byelection upset has shaken up Alberta politics, with a 10-question referendum looming. Calgary Herald columnist Don Braid joins host Dave Breakenridge to examine what the result says about voter sentiment, the referendum and what it could mean for Premier Danielle Smith and the UCP this fall. Learn more about your ad choices. Visit megaphone.fm/adchoices

Piddington is sticking it to the Labour government, voting overwhelmingly to leave the UK; 285 of 312 voted to leave. Although this will not trigger any formal departure from the country, it represents the strength of feeling about the incoming migrants that Piddington would like to see the back of. Many say this is what Piddington gets for voting Liberal Democrat, with residents emphasising that not every local voted for the Party and that the safety of women is paramount. Talk Breakfast's Jeremy Kyle discussed the vote outcome, and more, with: Former deputy speaker of the House of Commons Nigel Evans, Piddington resident Sandra Innes, Talk's international editor Isabel Oakeshott, commentator and the Mail on Sunday's Dan Hodges, shadow chancellor for the Duchy of Lancaster Alex Burghart, Talk reporter Charlie Rowley, and chair of the Piddington Parish Council in Oxfordshire Tim McNally. Hosted on Acast. See acast.com/privacy for more information.

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FORGET PIDDINGTON! UK NEEDS REFERENDUM ON THE IMMIGRATION INVASION! #JonGaunt #JonGauntTV #ImmigrationReferendum #Piddington #PatrickChristys #GBNews #IllegalImmigration #SmallBoats Forget holding one local referendum in Piddington—the entire British nation deserves a vote! For decades, Westminster politicians have imposed mass immigration upon Britain without ever giving the British people a direct national vote. We were never properly consulted, yet our communities are expected to live with the consequences. The violence exposed in Patrick Christys' disturbing GB News report from France should serve as a massive warning. Why are we allowing thousands of people to cross the Channel before their identities, histories and right to enter Britain have been properly established? Now an anonymous Home Office whistleblower has told The Times that, in his experience, only one in every 100 asylum claims is genuinely true. That is an explosive allegation from somebody who worked inside the system. If the Government disputes it, ministers should publish the evidence and prove him wrong! Britain is already facing rising community tensions and serious concerns about rape, sexual attacks and violent crime. Nobody is claiming that every migrant is a criminal—but when crimes are committed by people who should never have been allowed to remain here, the British public has every right to demand answers. The first duty of government is to protect British citizens. Instead, our politicians appear determined to protect a failed asylum system. Enough tinkering. Enough excuses. Enough moving migrants from one hotel, camp or community to another. Britain needs a national referendum and one clear policy: DETER illegal entry. DETAIN arrivals whose identities and entitlement to enter cannot be verified. DEPORT those with no legal right to remain. Jon Gaunt asks: Why have the British people never been given a direct vote—and is it finally time for a binding national referendum on immigration? Join Jon Gaunt LIVE and give us your verdict! LIKE, COMMENT, SHARE AND SUBSCRIBE to Jon Gaunt TV—the home of bold opinions, big debates and free speech. Jon Gaunt, Jon Gaunt TV, immigration referendum, UK immigration referendum, Piddington referendum, Patrick Christys, Patrick Christys GB News, GB News, GBNews, Home Office whistleblower, asylum whistleblower, one in 100 asylum claims, asylum claim fraud, illegal immigration, mass immigration, immigration invasion, small boats, Channel crossings, migrant crisis, UK borders, border security, undocumented migrants, deter detain deport, Stop the Boats, deport illegal migrants, migrant hotels, asylum system, immigration policy, British politics, UK politics, protect British citizens, free speech, live political debate, #JonGaunt #JonGauntTV #ImmigrationReferendum #Piddington #PatrickChristys #GBNews #HomeOffice #Whistleblower #AsylumSystem #IllegalImmigration #MassImmigration #SmallBoats #ChannelCrossings #BorderSecurity #StopTheBoats #DeterDetainDeport #UKBorders #MigrantCrisis #BritishPolitics #FreeSpeech This is political blogging and hard-hitting social commentary from Triple Sony Gold Award-winning talk radio legend, Jon Gaunt — former host on BBC, Talk Radio, and Sky News. On Jon Gaunt TV, we cut through the noise and say what others won't. No political correctness. No censorship. Just real conversations that matter.

Marc Cox and Kim break down key local news updates on the St. Louis Morning Brief. They review weekend police responses to motorcycle and ATV street takeovers in Downtown West and South City, leading to arrests and stunt driving charges. They discuss a class-action lawsuit filed by five Missouri voters seeking $80 million in damages from Secretary of State Denny Hoskins over election administration procedures regarding the 2025 congressional map referendum. The hosts also cover a fatal head-on collision in Granite City involving a mother and her two children caused by a driver fleeing police, prompting local calls for mandatory minimum sentences for police elusion, and close with road closure updates on Warson Road in Ladue following multiple water main breaks. LISTEN TO 97.1 FM TALK LIVE IN ST LOUIS OR STREAM WORLDWIDE AT 971TALK.COM #971FMTalk #StLouis #STLNews #DennyHoskins #GraniteCity #LadueWaterMain

Stephen Carter and Shannon Phillips break down Alberta's new $4 million referendum advertising campaign, what the government's creative says about its polling, and whether a massive spending advantage can actually overcome a muddled message. Does the government's softer language on immigration reveal a strategic vulnerability? Can the opposition turn a David-versus-Goliath funding gap into an advantage? And has the live-show ticketing system become too confusing even for the people who created it?Zain Velji, as always, picks the questions and keeps everybody in line.The Strategists Live:Edmonton — October 13, 2026strategistsliveshow.ca/calgaryCalgary — October 27, 2026strategistsliveshow.ca/edmontonJoin our Patreon for ad-free episodes, bonus episodes, and access to our exclusive Discord.https://www.patreon.com/c/strategistspodYou can also watch our episodes on YouTube.https://www.youtube.com/@strategistspod Hosted on Acast. See acast.com/privacy for more information.

The prime minister's inner circle is gathering in Banff, Alta. to discuss their plans for the upcoming sitting of Parliament — where U.S. President Donald Trump's trade actions will loom large. Finance Minister François-Philippe Champagne joins The House to discuss whether Canada should retaliate again, and what to expect from Carney's investment summit next week.Plus, Albertans are one month away from deciding whether they actually want to pursue a referendum on separating from Canada, and campaigns on both sides of the debate are in full force. Host Catherine Cullen follows federalist campaigner Stephen Carter as he gives out lawn signs and tries to persuade people in Calgary's Confederation Park to choose Canada. Then The House travels to Red Deer to meet separatist leader Keith Wilson and his supporters to hear why they're voting to trigger a formal referendum on leaving Canada. Plus, top Alberta pollster Janet Brown explains why voter turnout could be the key factor in this pivotal referendum.This episode features the voices of:François-Philippe Champagne, Minister of FinanceStephen Carter, Alberta federalist and member of Alberta's VoiceKeith Wilson, Alberta separatist and leader of Let Alberta DecideJanet Brown, founder of Janet Brown Opinion Research

Hard to believe it's been 25 years since the September 11 attacks. We reflect on "the day that everything changed" with Senator Paula Simons (5:40) in our feature interview presented by Mercedes-Benz Edmonton West. Senator Simons takes us into her column for Alberta Views, where she calls out "The Noxious Nine" questions (41:40) in Alberta's "nasty" referendum.  THIS EPISODE IS PRESENTED BY HANSEN DISTILLERY, WINNERS OF THREE GOLD MEDALS AT THE INAUGURAL ALBERTA WHISKY AWARDS! LEARN MORE: https://hansendistillery.com/ TELL US WHAT YOU THINK: leave a comment here or email talk@ryanjespersen.com  READ PAULA'S COLUMN: https://albertaviews.ca/the-noxious-nine/ REQUEST YOUR MAIL-IN REFERENDUM BALLOT: https://www.elections.ab.ca/request-a-special-ballot/ 1:01:45 | Real Talkers remember 9/11 and share their thoughts on Alberta's referendum questions. Jespo claps back at a Russian cheerleader in our Live Chat powered by Park Power. SAVE on INTERNET, ELECTRICITY, and NATURAL GAS: https://parkpower.ca/realtalk/ 1:42:30 | Jamie says the Edmonton Oilers don't need to be a "desperate, last-chance stop on disgraced athletes' list of options," Scott's appalled by separatists supporting Russia amidst Ukrainian President Zelenskyy's visit to Alberta, and Les tells us what flag he'll be flying when he votes on October 19. It's The Flamethrower presented by the DQs of Northwest Edmonton and Sherwood Park!  WHEN YOU SWING BY A DQ IN PALISADES, NAMAO, NEWCASTLE, WESTMOUNT, OR BASELINE ROAD, BE SURE TO LET 'EM KNOW REAL TALK SENT YOU!  GET YOUR "PROUDLY ALBERTAN. FIERCELY CANADIAN." HOODIES BEFORE THEY SELL OUT (AGAIN): https://ryanjespersen.com/merch REAL TALK'S LIVE STREAM IS PRESENTED BY CALIFORNIA CLOSETS. BOOK YOUR FREE CONSULTATION: https://californiaclosets.ca/ REAL TALK HIGHLIGHTS ARE PRESENTED BY KUBY ENERGY AND CANADIAN GREEN TECH, YOUR TRUSTED SOLAR PROVIDERS. LEARN MORE AT https://kuby.ca/ or in-store at Costco. SIGN UP for YEGplus, CANADA'S FIRST AIRPORT REWARDS PROGRAM: https://yegplus.com/realtalk SAVE 10% on ONLINE MEN'S CLOTHING PURCHASES at THE HELM with promo code REALTALK: https://thehelmclothing.com/ FOLLOW US ON TIKTOK, X, INSTAGRAM, and LINKEDIN: @realtalkrj & @ryanjespersen JOIN US ON FACEBOOK: @ryanjespersen REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: patreon.com/ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.

The Rebel News podcasts features free audio-only versions of select RebelNews+ content and other Rebel News long-form videos, livestreams, and interviews. Monday to Friday enjoy the audio version of Ezra Levant's daily TV-style show, The Ezra Levant Show, where Ezra gives you his contrarian and conservative take on free speech, politics, and foreign policy through in-depth commentary and interviews. Wednesday evenings you can listen to the audio version of The Gunn Show with Sheila Gunn Reid the Chief Reporter of Rebel News. Sheila brings a western sensibility to Canadian news. With one foot in the oil patch and one foot in agriculture, Sheila challenges mainstream media narratives and stands up for Albertans. If you want to watch the video versions of these podcasts, make sure to begin your free RebelNewsPlus trial by subscribing at http://www.RebelNewsPlus.com

Send us Fan MailRhode Island Primary Results: An Affordability Referendum, Not Just an Anti-Incumbent WaveBill Bartholomew breaks down Rhode Island's primary results and argues the night was driven by one central issue: affordability. He connects the outcomes in the governor's race, Providence mayor's race, and local council contests to a broader rejection of leaders who seemed disconnected from the lived reality of rising housing costs, broken communication, and political inauthenticity.He also looks at how the Democratic Party has shifted, why progressives and anti-establishment candidates surged, and what the results may mean for the general election and the next generation of Rhode Island leadership.Key topicsThe night's three big takeaways: bad night for incumbents, great night for progressives, and a statewide referendum on the affordability crisisWhy Bill sees Helena Foulkes' win over Dan McKee as the culmination of a long political and messaging collapse around the Washington BridgeHow McKee's handling of the bridge crisis became a symbol of a broader disconnect between state government and everyday Rhode IslandersWhy Providence mayor Brett Smiley and other incumbents were overwhelmed by voters who wanted immediate action on rent and housingThe role of rent stabilization in Providence as a vehicle for much bigger frustration about housing costs, gaslighting, and feeling unheardHow local, hyper-specific issues like grocery store covenants, ward races, and neighborhood frustration added up into a bigger anti-incumbent shiftThe collapse of establishment-backed and Trojan horse conservative efforts in Democratic primaries, which Bill says failed because they lacked authenticityWhy Sabina Matos survived the lieutenant governor primary and how local issue work, like grocery access, may have matteredThe implications of the primary for the Republican side, including Ken Block, John Laughlin, and Victor MellerThe larger structural change in Rhode Island politics, from the old machine to a new, unsettled power landscapeTimestamps00:00 - The bottom line on Rhode Island primary night 00:59 - Why Bill waited to process the results before reacting 01:28 - Helena Foulkes' long runway back into politics 02:26 - The Washington Bridge as the defining issue for McKee 03:51 - Why this was a deliberate shift, not an accident 04:49 - Providence turnout and the impact of mobilized voting 05:45 - Affordability as the state's defining crisis 06:37 - Why the governor's race became impossible to win without a clearer strategy 08:12 - The communication failures that hurt McKee 09:36 - What the Republican field may or may not become 10:28 - Why Providence turnout signaled trouble for Smiley 11:20 - Rent control as a symptom of a much larger housing crisis 13:02 - Local council losses and the punishment of anti-rent vote behavior 14:19 - Why the conservative primary strategy collapsed 15:29 - Feeling gaslit about housing, education, energy, and infrastructure 16:35 - “Get small” and the rise of local organizing 17:21 - Kim Ahern's win and the role of coalition strength 18:11 - The lieutenant governor race and why Sabina Matos survived 20:02 - Why John Laughlin may make the LG race more competitive, but not simple 21:32 - Grocery store covenants and hyperlocal issue politics 22:47 - The Morales victory party and the sense of collective rejection 23:57 - Why the Providence rent fight became a referendum on being heard 24:41 - What should have happened between the city and mayor's office 25:47 - Why the ordinance details mattered less than the feeling of exclusion 27:45 - Why the “socialism” framing misses the actual story 29:03 - Rhode Island's old political machine and what replaced it 30:37 - Victor Meller's dominant showing in CD2 32:07 - Age, leadership, and who actually runs the world now 33:34 - Why voters rejected fake, prepackaged politics 35:13 - The election as a populist correction to out-of-touch leadership 36:21 - Rent increases, housing pressure, and the lack of real debate 37:42 - What losing candidates should reflect on now 39:28 - Coalition shifts across races 40:02 - The post-machine political universe in Rhode Island 41:06 - Why this was also a generational referendum Support the showFollow Bill on Instagram and YouTube

It's Thursday, September 10. Here are today's top stories around Central Indiana. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org and follow us on social media to get local news every day. WFYI News Now is hosted by Barb Anguiano and produced by Zach Bundy. Subscribe wherever you get your podcasts.

Shawn O'Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber's operating profits have roughly doubled, free cash flow has climbed to about $10 billion a year, gross bookings are compounding around 20% annually, and the board authorized a new $20 billion buyback. And yet the stock is flat, with its multiple of operating profits cut from 55 times down to roughly 22 times. Shawn and Daniel discuss why the market is pricing Uber as though autonomy ends the story — Waymo raising $16 billion at a $126 billion valuation, roughly the same market cap as all of Uber, and formally ending its exclusive partnerships in Austin and Atlanta. They dig into the more than 20 AV partners Uber has lined up in response, from Nuro and Lucid to Rivian, NVIDIA, Zoox, WeRide, Baidu, and Pony.ai, plus Uber's $14.8 billion offer for Delivery Hero, the margin inflection driven by advertising, insurance normalization, and Uber One — and whether the market is writing down the entire company for a risk that touches maybe a tenth of its profits. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:00:44) Why Uber's stock is flat while its operating profits have doubled (00:03:53) How Uber's operating margins swung 55 percentage points in under six years (00:05:12) Why advertising, Uber One, and insurance reform keep pushing margins higher (00:24:09) What Waymo ending its exclusive deals in Austin and Atlanta really means (00:36:22) How much of Uber's profits are genuinely exposed to robotaxis (00:41:28) Why Uber is racing to sign more than 20 autonomous vehicle partners (00:49:07) What Uber's $14.8 billion offer for Delivery Hero actually buys it (00:57:14) Why Shawn and Daniel are happy to keep owning Uber Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠⁠⁠. Portfolio Review ⁠⁠⁠⁠⁠⁠⁠Submit Tool⁠⁠⁠⁠⁠⁠⁠. Our original podcast deep-dive on Uber. Lewistown Capital's Ride or Die: The Self-Driving S-Curve. Uber's acquisition offer for Delivery Hero. Uber & Rivian's robotaxi partnership for up to 50,000 vehicles NVIDIA's plan to launch robotaxis on Uber across 28 cities. Uber's investor relations site. Waymo's $16 billion funding round. Check out our previous Intrinsic Value breakdowns: Grab Holdings, Lyft, DoorDash. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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Shawn O'Malley and Daniel Mahncke revisit Uber (NYSE: UBER), one of the largest holdings in The Intrinsic Value Portfolio, fifteen months after they first pitched it. In that time, Uber's operating profits have roughly doubled, free cash flow has climbed to about $10 billion a year, gross bookings are compounding around 20% annually, and the board authorized a new $20 billion buyback. And yet the stock is flat, with its multiple of operating profits cut from 55 times down to roughly 22 times. Shawn and Daniel discuss why the market is pricing Uber as though autonomy ends the story — Waymo raising $16 billion at a $126 billion valuation, roughly the same market cap as all of Uber, and formally ending its exclusive partnerships in Austin and Atlanta. They dig into the more than 20 AV partners Uber has lined up in response, from Nuro and Lucid to Rivian, NVIDIA, Zoox, WeRide, Baidu, and Pony.ai, plus Uber's $14.8 billion offer for Delivery Hero, the margin inflection driven by advertising, insurance normalization, and Uber One — and whether the market is writing down the entire company for a risk that touches maybe a tenth of its profits. IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:04:06) Why Uber's stock is flat while its operating profits have doubled (00:07:19) How Uber's operating margins swung 55 percentage points in under six years (00:08:40) Why advertising, Uber One, and insurance reform keep pushing margins higher (00:28:49) What Waymo ending its exclusive deals in Austin and Atlanta really means (00:41:17) How much of Uber's profits are genuinely exposed to robotaxis (00:50:29) Why Uber is racing to sign more than 20 autonomous vehicle partners (00:58:04) What Uber's $14.8 billion offer for Delivery Hero actually buys it (01:06:39) Why Shawn and Daniel are happy to keep owning Uber Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠⁠⁠⁠. Portfolio Review ⁠⁠⁠⁠⁠⁠Submit Tool⁠⁠⁠⁠⁠⁠. Our original podcast deep-dive on Uber. Lewistown Capital's Ride or Die: The Self-Driving S-Curve. Uber's acquisition offer for Delivery Hero. Uber & Rivian's robotaxi partnership for up to 50,000 vehicles. NVIDIA's plan to launch robotaxis on Uber across 28 cities. Uber's investor relations site. Waymo's $16 billion funding round. Check out our previous Intrinsic Value breakdowns: Grab Holdings, Lyft, DoorDash. 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Episode 5639: Lies From The Elite On Data Centers; Referendum On Big Tech

Wie immer beginnen wir mit einem Rückblick auf einige aktuelle Ereignisse. Wir starten mit dem EU-Vorschlag, bei außenpolitischen Beschlüssen von der Einstimmigkeit zur qualifizierten Mehrheit überzugehen. Elf EU-Länder argumentieren, dass die blockierenden Vetos die EU-Außenpolitik in den letzten Jahren wiederholt behindert haben. Anschließend sprechen wir über die Ergebnisse eines wichtigen Referendums in Island. Die Isländer haben sich gegen eine Wiederaufnahme von EU-Beitrittsgesprächen entschieden. Ist dies eine pauschale Abkehr von Europa oder eher eine Befürwortung des Status quo? In unserem Wissenschaftsteil werden wir über eine bahnbrechende Gentherapie-Studie sprechen, deren Ziel es ist, den Cholesterinspiegel zu senken. Und wir beenden den ersten Teil des heutigen Programms mit einer Erinnerung an die japanische Avantgarde-Künstlerin Yayoi Kusama, deren ikonische Punktemuster, phallische Skulpturen und verspiegelte Infinity Rooms die Welt in ihren Bann gezogen haben. Der Rest des Programms ist der deutschen Sprache und Kultur gewidmet. Die heutige Grammatiklektion konzentriert sich auf False Cognates — Part 3. Es gibt viele Gesetze in Deutschland. Die meisten gelten für lebende Menschen, doch auch für Tote gibt es Regeln. Zum Beispiel muss man auf einem Friedhof bestattet werden, wobei damit nicht nur ein herkömmlicher Friedhof mit Grabsteinen gemeint ist. Möchten Sie wissen, was passiert, wenn ein Bäcker in Deutschland ein halbes Brot verkauft, das 10 Gramm weniger wiegt als angegeben? Wir sprechen über die Geschichte eines Bäckers in Bayern und eine Brotfehde. Hatten die Behörden oder der Bäcker hier Tomaten auf den Augen? Genau das ist auch die Redewendung diese Woche: Tomaten auf den Augen haben. EU: Forderung nach Abschaffung der Einstimmigkeitsregel bei außenpolitischen Beschlüssen Island stimmt gegen die Wiederaufnahme der Beitrittsverhandlungen mit der Europäischen Union Kann Gentherapie „schlechtes" Cholesterin dauerhaft senken? Yayoi Kusama: Avantgarde-Künstlerin und Pop-Ikone mit 97 Jahren gestorben Bestattungsregeln in Deutschland Deutsche Regulierungswut: Ein Bäcker gegen 10 Gramm