Podcasts about research analysts

In his new book, Resources, Power, and Nation Building: Afghanistan and the Promise of Minerals, Dr. Haroon Hakimi analyzes how critical and strategic minerals can either underpin nation building efforts or intensify conflicts. Drawing on his doctoral research at the Institute of World Politics, this lecture examines lessons from U.S. nation building, China's resource strategy, and the emerging global competition over critical minerals that is reshaping power in the 21st century. Dr. Haroon Hakimi is an academic practitioner with more than fifteen years of experience across media, public policy, research, teaching, and diplomacy. His career bridges government service and scholarly research, focusing on the connections between energy and mineral security, national resilience, and international stability. A former diplomat and senior government official, Dr. Hakimi, has advised on foreign affairs, resource policy, and strategic communications at the national and international levels. He has served as Deputy Minister of Information, Culture, Youth and Tourism of Afghanistan, and Head of Chancery and Latin America Affairs at the Embassy of Afghanistan in Washington, D.C. Currently, Dr. Hakimi leads the Energy Security and Minerals Program at the America–Eurasia Center and serves as a Research Analyst at the Global Policy Institute, focusing on the evolving role of critical and rare earth minerals in the global energy transition. His research explores how energy resources shape national policy design and the architecture of state-building in post-conflict and emerging economies. **Learn more about IWP graduate programs: https://www.iwp.edu/academics/graduate-degree-programs/ ***Make a gift to IWP: https://wl.donorperfect.net/weblink/WebLink.aspx?name=E231090&id=3

In this special bonus episode, Morgan had the honor of speaking with Steph Herold, MPH, a Research Analyst and lead researcher of the Abortion Onscreen team (AHSIRH) who is featured in the upcoming documentary, "Hollywood Does Abortion." Premiering at the Tribeca Film Festival, “Hollywood Does Abortion” interrogates how abortion is depicted and discussed in film and on television. Steph has over 15 years of experience in the reproductive health rights and justice fields. She has won several awards including the Rosie Jimenez Award from the Women's Medical Fund. On top of that, Steph has co-authored numerous peer-reviewed publication and grey literature papers focusing on abortion onscreen, abortion stigma, and self-managed abortion. Steph is a subject matter expert featured in “Hollywood Does Abortion.” Morgan and Steph discuss the research Steph has worked on and talk about depictions of abortion in media. “Hollywood Does Abortion” premieres on Sunday, June 7th with additional screenings on June 8th and June 10th. For more information, check out the website HERE. You can follow Female Gaze: The Film ClubInstagramBlueSkyWebsite

Host Amy Stasiewicz recaps the latest Finance & Administration Standing Committee meeting. Kristyn Lovato-Day, Policy and Research Analyst for Corporate Services, joins the Minutes studio to discuss the 2027 budget process and the new Incident Response Policy.

Today, we're back on Wall Street and dining at Harry's, a trusted Wall Street institution for over 50 years. Joining us is Liz Thomas, Chief Market Strategist at SoFi. Her origin story starts in Wisconsin, but she's made a name for herself in New York as a trusted market and investment guru. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon, a Portfolio Analyst at Baird, and a Research Analyst at BMO Global Asset Management. Timecodes 00:00 — “Edgy Broads” 00:21 — Welcome to Standing Table at Harry's on Wall Street 01:24 — Meet SoFi's Head of Investment Strategy, Liz Thomas 02:24 — From Wisconsin to Wall Street: Liz's Journey Begins 04:54 — The Mentor Who Changed Liz's Career Path 06:14 — Guy & Dan Tell the Early Fast Money Origin Story 09:35 — Liz Opens Up About Leaving Everything Behind for NYC 12:31 — Becoming a CNBC Personality & Inspiring Young Women 16:18 — Why Liz Took the Leap from BNY Mellon to SoFi 20:49 — Marriage, Motherhood & Being the Breadwinner 22:21 — Liz's Mission Supporting Women Through Grace Outreach 23:37 — Liz's Career Advice: Don't Wait to Be Noticed Standing Table is made possible through our continued partnership with Apex Fintech Solutions. Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: https://apexfintechsolutions.com/ LinkedIn: https://www.linkedin.com/company/apex-fintech/ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

In this detailed market update, Parimal Ade breaks down the latest global economic developments, crude oil price movements, India's export trends, FDI inflows, and key Q4 FY26 company earnings updates.The session covers how the uncertainty around the US-Iran deal is impacting crude oil prices and global markets, why rising imports are widening India's trade deficit, and what investors should understand about changing FDI trends.Along with macroeconomic analysis, the video also discusses important company-specific updates from Page Industries, Eicher Motors, Info Edge, Fortis Healthcare, and NTPC.Topics Covered in This Video:✔ US-Iran deal uncertainty & crude oil price volatility✔ Brent crude near $97 — impact on global markets✔ US GDP growth expectations & private Capex trends✔ India's export growth & rising trade deficit explained✔ FDI inflow trends: Singapore, US & Mauritius✔ Page Industries Q4 FY26 Results Analysis✔ Eicher Motors record revenue & demand growth✔ Info Edge & Naukri business performance✔ Fortis Healthcare profit jump explained✔ NTPC earnings growth & renewable energy expansion✔ Impact of global events on Indian stock markets✔ Key insights for long-term investorsIf you want simplified insights on the Indian economy, global markets, and stock-specific developments, this video will help you stay updated with the latest trends shaping the markets.Subscribe to Yadnya Investment Academy for practical investing insights, stock market analysis, financial education, and long-term wealth creation strategies.00:00 Introduction01:37 US-Iran Deal Uncertainty & Oil Prices02:16 US GDP Expectations & Capex Growth02:59 India Export Growth Explained04:27 Rising Trade Deficit Concerns05:12 Changing FDI Trends in India07:25 Page Industries Q4 FY26 Results08:43 Eicher Motors Record FY26 Performance10:25 Info Edge & Naukri Business Growth11:34 Fortis Healthcare Profit Surge13:47 NTPC Earnings & Renewable Energy Expansion15:17 Final Market Takeaways#StockMarketIndia #MarketUpdate #CrudeOil #USEconomy #IndianEconomy #EicherMotors #NTPC #FortisHealthcare #InfoEdge #PageIndustries #FDIIndia #Useful Links:Stock-o-meter:https://investyadnya.in/stock-o-meterResearch Based Model Portfolios:https://investyadnya.in/model-portfoliosMutual Fund Reviews:https://investyadnya.in/fund-o-meterBooks & eBooks:Amazon - https://amzn.to/47x0RS4Flipkart - https://fktr.in/y3OZ3GFWebsite - https://shop.investyadnya.inConnect With Us:WhatsApp Channel - https://whatsapp.com/channel/0029Va6NBlog - https://blog.investyadnya.inTelegram - http://t.me/InvestYadnyaFacebook - / investyadnyaTwitter/X - / investyadnya#ITR2026 #IncomeTaxIndia #ITRFiling #ITR1 #ITR2 #ITR3 #ITR4 #TaxPlanning #IncomeTaxReturn #CapitalGainsTax #FnOTrading #PresumptiveTaxation #TaxSaving #CAYogeshKatariya #InvestYadnyaLEGAL DISCLAIMER:Use of this information is at the user's own risk. Tax laws are subject to change and individual applicability may vary. Please consult your Chartered Accountant or tax advisor before making tax-related decisions. Information is believed to be reliable but accuracy and completeness cannot be guaranteed.DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under Research Analyst Regulations, 2014 (Registration No. INH000008349).Neither the Research Analyst nor associates have any financial interest in the subject company.Neither the entity nor associates hold 1% or more securities of the subject company.No material conflict of interest exists at the time of publication.The Research Entity has not received compensation from the subject company in the past 12 months.

Part 1:We talk with Lynne Stuart Parramore, cultural historian, essayist, and Research Analyst at the Institute for New Economic Thinking.We discuss the consequences of AI installations and data centers. We examine the power and water requirements for these centers, and what the effects will be on people who live near them. In addition, we look at the costs associated with them. Who is getting rich from this technology? Who is losing out?Part 2 We talk with Joyce Frieden, who oversees the coverage that Medpage Today provides about Washington's Health Policy.We learn that policies about enrolling seniors into Medicare Advantage programs are changing. Under a new proposed policy, seniors will be auto-enrolled, with few options to opt out or leave enrollment. There are many disadvantages in these types of plans, and we discuss them.WNHNFM.ORG  productionMusic: "That's how every empire falls," John Prine

Zach sits down with Torin Ellis . Founder, Speaker, Consultant, and Research Analyst helping teams deepen workplace trust through humanity and data to talk about his work, career, and opportunity with Ngoma . About Living Corporate: ⁠⁠⁠Check out our merch⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! https://living-corporate-shop.fourthwall.com/ Learn more about⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Living Corporate's offerings and services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. https://work.living-corporate.com/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our Patreon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! ⁠https://www.patreon.com/livingcorporate

Hosted by Joe Krauss and Research Analyst, Nick Hillstrom.

Global markets are turning volatile again.Brent crude is back above $80, US bond yields are surging, and inflation concerns are rising globally. In this detailed market update, Parimal Ade breaks down the latest developments impacting the Indian economy, stock markets, crude oil prices, inflation, and key company results.From geopolitical tensions involving Iran and the UAE to rising US Treasury yields and India's inflation risks — this session explains what long-term investors should actually focus on during uncertain times.

Is PM Modi really asking Indians to avoid buying gold for the next 1 year and save fuel at the same time? Or is there a much bigger economic message behind these viral appeals?In this video, we decode PM Modi's latest viral statements, the economic reasoning behind them, and what they could mean for your money, savings, investments, fuel expenses, and India's economy.Join our expert panel as we discuss:• Why PM Modi urged people to reduce gold consumption• The connection between gold imports, fuel imports & India's economy• Why saving fuel is important for the country right now• Will gold prices rise even further?• Should you avoid buying gold for the next year?• Smart alternatives for investing and saving money• Impact on middle-class families, weddings & daily expensesWe also explain how fuel consumption and gold imports affect:• Inflation• Rupee value• India's trade deficit• Your household budgetWatch till the end for practical financial insights and the bigger picture behind PM Modi's appeal.Subscribe for more videos on:Stock Market • Personal Finance • Investing • Indian Economy • Wealth Building#PMModi #Gold #FuelSaving #GoldPrices #IndianEconomy #Investing #PersonalFinance #Finance #GoldInvestment #Petrol #Diesel #investyadnya 00:00 Introduction 00:06 Stock Market Correction & Investor Panic01:07 Iran-US Deal Delay & Rising Brent Crude Impact01:43 PM Modi's 7-Point Economic Appeal Explained03:05 Will Petrol & Diesel Prices Rise Again?03:57 Full Breakdown of the 7 Economic Measures04:25 Why Indians Are Asked to Avoid Buying Gold05:10 Forex Reserves, Rupee Pressure & Import Dependency07:02 How Oil Prices Impact Indian Markets & Inflation09:18 Economic Austerity Measures Explained Simply11:15 Gold Investment vs Gold Consumption Debate12:09 Should Investors Stop Buying Gold Now?14:13 Expert View on Gold Allocation & Investing15:57 Long-Term Impact of Rising Commodity Prices18:31 Rupee Crossing 95 – What It Means for India19:22 How Government Messaging Impacts Markets22:28 Economic Perspective vs Political Perspective23:08 India's Forex Challenges & Global Volatility24:26 Final Thoughts for Investors During UncertaintyLEGAL DISCLAIMER:Use of this information is at the user's own risk. Investments and business decisions discussed may not be suitable for all viewers. Please consult your financial, tax, or legal advisor before making decisions. Past performance does not guarantee future results. Information is believed to be reliable but accuracy and completeness are not guaranteed.DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under Research Analyst Regulations, 2014 (Registration No. INH000008349).Neither the Research Analyst nor associates have any financial interest in the subject company.Neither the entity nor associates hold 1% or more securities of the subject company.No material conflict of interest exists at the time of publication.The Research Entity has not received compensation from the subject company in the past 12 months.

Navigating today's dynamic markets means staying ahead of shifting sentiment, evolving fundamentals and global events that can shape investment strategies. From the impact of geopolitical conflicts on inflation and growth to the changing landscape of private credit and asset allocation, timely questions from clients reveal what's top of mind for advisors and investors alike. In this episode, join Meera Pandit, Global Market Strategist, and Grant Papa, Research Analyst, as they answer timely client questions and share insights from the J.P. Morgan Asset Management Market Insights team. Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

On Episode 859 of The Core Report, financial journalist Govindraj Ethiraj talks to Atanu Mukherjee, CEO at Dastur Energy as well as Thomas V Abraham, Research Analyst at Mirae Asset Sharekhan.SHOW NOTES(00:00) Stories of the Day(01:19) Markets slide as oil prices rise again(04:12) Nestle bucks sluggishness in FMCG, stock hits fresh high(04:44) Indigo, Air India have told the Government they are under extreme stress and on the verge of "stopping operations" because of high prices(06:43) UAE has quit OPEC(07:38) Decoding the medium to long term outlook for oil and gas production in India(23:39) Sun Pharma's $12 billion acquisition of Organon will double its size, a deep dive(30:42) New data centres take off in India but concern about them on OpenAI brassCheck out our Live Earnings tracker: https://earnings.thecore.in/For more of our coverage check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecore.in⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to our Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Linkedin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠

Purecycle Technologies Inc (NASDAQ:PCT) Eric DeNatale, IR presents at the 12th Annual Gabelli Waste & Environmental Services Symposium held on April 9th, 2026. Moderated by LtCol Tony Bancroft, USMCR, Gabelli Portfolio Manager & Research Analyst. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • LinkedIn - https://www.linkedin.com/company/investgabelli/ • X - https://x.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli. http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554).

President Trump has embroiled the United States in yet another war in the Middle East, and at the heart of his shifting reasons for striking Iran with the help of Israel is Iran's nuclear program. Congressman Bill Foster from Illinois sat down with former Research Analyst and Paul Castleman Fellow Sam Hickey to discuss the big questions about Iran's nuclear program, how we got here, and what our next steps should be.

The rapid evolution of the crypto landscape is reshaping how investors approach diversification, risk and opportunity. As digital assets like Bitcoin and Ether move from the fringes to the mainstream, their unique characteristics—decentralization, scarcity and volatility—are prompting new conversations about portfolio construction. Regulatory milestones, such as the Genius Act, are bringing greater legitimacy and structure to the market, while innovations like stablecoins are unlocking new possibilities for seamless, secure transactions. In this episode, join the Market Insights team's Jack Manley, Global Market Strategist, and Brandon Hall, Research Analyst, as they share expert perspectives on navigating the complexities and opportunities of the modern crypto market Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Originally uploaded March 23rd, reloaded April 15th. Jeffrey Mosher welcomes back Karley Abramson, Author and Lead analyst for health policy, Citizen Research Council of Michigan Online sports betting has grown quickly in Michigan. From a policy and economic perspective, how big has this industry become in just the past few years? Your research suggests problem gambling behaviors are increasing. What signs are policymakers and communities seeing that indicate the human costs are rising? Many people view sports betting as entertainment. How can policymakers balance protecting consumers while still allowing a legal industry to operate? You mention policy options to reduce harm. What are one or two practical steps states like Michigan could take to better protect people from gambling addiction? With nearly a quarter of Americans having a sports betting account, what should business leaders, educators, or community organizations understand about the broader social and economic impacts of this trend? » Visit MBN website: www.michiganbusinessnetwork.com/ » Watch MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ Policy Options to Hedge the Worsening Human Costs of Online Sports Betting In a Nutshell: Online sports betting has grown into a multi-billion-dollar industry in Michigan over the last six years. Problem gambling behaviors have increased due to ubiquitous sports betting apps, leading to financial harm, health issues, and safety concerns. Policymakers have options to mitigate the harm caused by gambling addiction while also respecting people's rights to engage with sports betting as an entertainment product. Many states, including Michigan, have legalized online gambling and sports betting in the last decade, which has led to a proliferation of the industry and a significant economic impact, including tax revenues. Last month, Governor Whitmer presented her Fiscal Year 2026-27 budget recommendations, which included a series of revenue increases aimed at shoring up Medicaid in the wake of changes to federal funding. One of those proposed revenue increases included “updating the state's internet gaming, sports betting, and online gaming tax structure” to raise approximately $190 million. In the six years since online sports betting became legal in Michigan, the industry has grown substantially, providing entertainment to many people and tax revenue to support public services. While many people engage with online sports betting responsibly, a portion of the population is susceptible to problematic gambling behaviors that harm themselves and others. The state has a variety of policy options to blunt some of the negative consequences of online sports betting without abolishing the market for everyone. Alone, or in conjunction with federal action, the state can regulate the industry to limit some of the more dangerous aspects of online sports betting, such as prop-bets and credit card deposits. It can also work toward better support for people with gambling addictions by opening up grants and insurance coverage for treatment, as well as working to coordinate between gaming regulation and health agencies. Karley Abramson joined the Research Council in 2022 as a Research Associate focusing on health policy. Previously, Karley was a nonpartisan Research Analyst at the Michigan Legislative Service Bureau where she specialized in the policy areas of public health, human services, education, civil rights, and family law. Karley has worked as a research fellow for various state and national organizations, including the National Institutes of Health and the ACLU of Michigan. She is a three-time Wolverine with a bachelor's degree in sociology, a master's of public health, and a juris doctor from the University of Michigan.

We dive into the turbulent offshore energy sector to uncover a compelling investment opportunity: Nam Cheong. Despite global shipping bottlenecks, war-driven fuel spikes, and Middle East geopolitical shocks, Syahril Hanafiah, Research Analyst at RHB Banking Group maintains a definitive 'BUY' call on the Offshore Support Vessel (OSV) provider with a projected 35% upside. He unpacks Nam Cheong’s strategic pivot, its resilience against supply chain disruptions, its forward-looking ESG transition, and the catalysts needed to finally close its valuation gap. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

In this episode of FinTech's DEI Discussions, Nadia sits down with Sophia Furber, FinTech Research Analyst (EMEA) at S&P Global, to explore the realities of building a career in financial technology, and why the path isn't always linear.Sophia shares her journey from financial journalism into FinTech research, proving that there is no single route into the industry. From navigating imposter syndrome to recognising the value of transferable skills, she offers a powerful perspective on how professionals from non-technical backgrounds can successfully pivot into FinTech.The conversation dives into the diversity of talent shaping the sector today, highlighting the unexpected backgrounds driving innovation, from academia to cybersecurity and beyond. Sophia also challenges the industry to think more deeply about inclusion, moving beyond visibility to address the structural barriers that still exist in the workplace.This episode is a must-listen for anyone considering a career move into FinTech, as well as leaders looking to create more inclusive, equitable environments where diverse talent can thrive.FinTech's DEI Discussions is powered by Harrington Starr, global leaders in Financial Technology Recruitment. For more episodes or recruitment advice, please visit our website www.harringtonstarr.com

▷ Learn more about GFSIX: https://youtu.be/KJcW6gf5lfE ▷ Visit NatWest & Standard Chartered with Ian and Gustavo: https://youtube.com/shorts/gHih7fMVXIk ▷ A Trip to Paris - Societe Generale and Credit Agricole: https://youtube.com/shorts/tDZSKRwqmgY Join Ian Lapey, Portfolio Manager of The Gabelli Global Financial Services Fund (GFSIX), for an in-depth webinar exploring the compelling investment case for global financial services equities today. Moderated by Gustavo Pifano, Portfolio Manager and Research Analyst, based in the Gabelli London office. With over 27 years of investment experience, Ian manages a concentrated, high-conviction portfolio of global financial companies including banks, insurers, asset managers, and specialty finance firms. These holdings are selected through a rigorous bottom-up, fundamental analysis grounded in Gabelli's Private Market Value with a Catalyst™ approach. Agenda:• Why global financial services equities are attractively valued relative to history and private market value. • The improved health of bank balance sheets globally, backed by higher capital ratios and falling non-performing loans. • Active consolidation and restructuring catalysts across U.S., European, and Asian holdings. • A deep dive into top holdings, including First Citizens BancShares, Commerzbank, and Capital One Financial. • Current portfolio positioning: sector weights, country allocation, and valuation metrics. This webinar aired live on Zoom on Tuesday, March 31st at 11:00AM ET. 0:00 GFSIX 2:02 Gabelli 3:25 Ian's Background 4:40 Value Opportunities in Global Financial Services 40:05 Q&A 46:32 Contact Us 47:00 Disclosures To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • LinkedIn - https://www.linkedin.com/company/investgabelli/ • X - https://x.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEGMENT 1: Judge halting construction on Trump's ballroom Today's Speaker's Stump Speech is brought to you by https://www.hansenstree.com/ Dennis Hull of Americans for Tax Reform || in Jeff City with Tim || TOPIC: Eliminating taxes || Testifying in Jeff City x.com/realdennishull atr.org 18:00 SEGMENT 2: Bill D’Agostino, Research Analyst & Video Editor at MRC NewsBusters || TOPIC: CNN and MS NOW think Literally Everything Is Just a ‘Distraction’ from Epstein || newsbusters.orgx.com/Banned_Bill x.com/NewsBusters 32:16 SEGMENT 3: Noem's husband is a crossdresser || Major heist happened in Europe https://newstalkstl.com/ SHOW PAGE - https://newstalkstl.com/tim-jones-chris-arps/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.

Bitcoin dropped under $69K even as the SEC and CFTC create more clarity for crypto, and agentic commerce looks like it will reshape the sector. --- Thank you to our sponsor, MultiChain Advisors --- Bitcoin dropped under $69K after the Fed, ECB, and Bank of England all held rates steady this week, while Australia hiked. Kaiko's Laurens Fraussen joins to explain what's actually happening beneath the surface, from collapsing liquidity to a quiet geographic shift in who's buying. He also makes the case that agentic commerce could reshape how crypto payments work entirely and we break down why the market mostly shrugged at the latest crypto guidance from the SEC and CFTC. Host: ⁠⁠⁠⁠⁠Steven Ehrlich⁠, Host of Bits + Bips: The Interview Guest: ⁠Laurens Fraussen, Research Analyst at Kaiko Links: Bitcoin, Markets, and the Iran Conflict Bitcoin Holding at $70,000 as Iran War Stokes Inflation Concerns — Bloomberg These 3 Charts Show Bitcoin's War-Linked Selloff Keeps Shrinking as Iran Conflict Worsens — CoinDesk What Bitcoin's Falling Hash Rate Might Mean for Prices — CoinDesk What's Next for Bitcoin Price Amid Iran War and Oil Prices Surge — DL News Central bank rate decisions Fed Interest Rate Decision March 2026: Holds Rates Steady — CNBC Fed Meeting Recap: Powell Says Inflation Isn't Coming Down as Much as ‘Hoped' — CNBC Bank Rate Maintained at 3.75%, March 2026 — Bank of England ECB, BOE, Swiss National Bank, Riksbank Interest Rate Decisions — CNBC ECB Holds Rates, Predicts 2.6% Inflation for 2026 — Central Banking SEC/CFTC Interpretive Guidance SEC Clarifies the Application of Federal Securities Laws to Crypto Assets — SEC.gov Joint Interpretation From the SEC and CFTC on Certain Types of Crypto Assets — Free Writings & Perspectives SEC Names Bitcoin, Ether, Solana and 13 More Crypto Assets Digital Commodities — FinTech Weekly Agentic Commerce and Payments Stripe-Led Payments Blockchain Tempo Goes Live With AI Agent Protocol — CoinDesk Stripe and Paradigm's Tempo Mainnet Goes Live for Machine Payments — Crypto.news Coinbase-Backed AI Payments Protocol Wants to Fix Micropayments but Demand Is Just Not There Yet — CoinDesk Google Agentic Payments Protocol + x402: Agents Can Now Actually Pay Each Other — Coinbase Google Debuts ‘Universal' Protocol for Agentic Commerce — PYMNTS Coinbase and Cloudflare Will Launch the x402 Foundation — Coinbase World Launches AgentKit With Coinbase-Backed x402 to Verify Human Identity Behind AI Agents — CoinDesk Learn more about your ad choices. Visit megaphone.fm/adchoices

Marcas Grant, Michael F. Florio, and LaQuan Jones start the show by considering the career of former Colts wide receiver T.Y. Hilton and whether he is a fantasy football hall of famer. Then they are joined by Next Gen Stats research analyst James Reber to discuss two emerging NFL trends that could affect fantasy football going forward: the increased rate of tight end chip blocks and the greater prevalence of two-high safety coverages. James explains why chip blocking has become more common, shares the tight ends that catch the most passes off of chip blocks, and discusses which tight ends might return extra value in fantasy based on this trend. Then James dives into the data on two-high safety coverages and reveals which wide receivers are the best at breaking down these types of defensive looks. The NFL Fantasy Football Podcast is a part of the NFL Podcasts Network.See omnystudio.com/listener for privacy information.

Marcas Grant, Michael F. Florio, and LaQuan Jones start the show by considering the career of former Colts wide receiver T.Y. Hilton and whether he is a fantasy football hall of famer. Then they are joined by Next Gen Stats research analyst James Reber to discuss two emerging NFL trends that could affect fantasy football going forward: the increased rate of tight end chip blocks and the greater prevalence of two-high safety coverages. James explains why chip blocking has become more common, shares the tight ends that catch the most passes off of chip blocks, and discusses which tight ends might return extra value in fantasy based on this trend. Then James dives into the data on two-high safety coverages and reveals which wide receivers are the best at breaking down these types of defensive looks. The NFL Fantasy Football Podcast is a part of the NFL Podcasts Network.See omnystudio.com/listener for privacy information.

Markets can feel calm on the surface while powerful shifts happen underneath. Are recent pullbacks a warning sign, or simply part of a broader rotation? In this episode, Robert Curtiss welcomes back Miles Clark of Nasdaq Dorsey Wright to break down sector rotation, weakening tech leadership, and renewed strength in international equities. They explore how momentum strategies respond to shifting trends, why AI spending faces rising scrutiny, and what participation indicators reveal beneath flat index performance.  The conversation also covers sentiment signals, precious metals, crypto volatility, and the importance of selecting the right benchmark. Miles shares key insights: Why six sectors now outperform the S&P 500 after years of narrow tech leadership How momentum strategies adapt when former winners begin to weaken What sentiment data suggests when bears begin to outnumber bulls The impact of massive AI infrastructure spending on tech valuations Why benchmark selection matters more than chasing index headlines And more! Resources: Educational videos (bottom of the page) Connect with Miles Clark : LinkedIn: Miles Clark Nasdaq Dorsey Wright Connect with Robert Curtiss: rcurtiss@seia.com (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Miles currently works as a Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative strategies to Wall Street and professional money managers globally. Since 1987, DWA has been a recognized expert in relative strength and momentum through the application of Point & Figure (XO) charting, as well as a thought leader in tactical portfolio construction. Miles joined the DWA team as an intern in 2021 and now creates technical-based analysis and client-facing research in the firm’s Daily Market Analysis segment, with more focused coverage in the communication services, industrials and cryptocurrency spaces. Other areas of involvement to note include supplementing broad-based technical indicator and research projects and the creation of weekly media distributed to prospective clients.

Analysts Will Clemente, Joe Vezzani and Marcus Wu share their Bitcoin outlook amidst war. Plus, Will shares his thesis on Gen Z's future, and Marcus previews his Bitcoin game theory model. Thank you to our sponsors! ⁠Nexo ⁠Crypto Tax Girl Bitcoin's price has largely held steady despite President Donald Trump's escalation of hostilities with Iran. Is this the bottom signal the market has been waiting for? STIX investments chief Will Clemente, LunarCrush co-founder Joe Vezzani and Delphi Digital Research Analyst Marcus Wu explain why it looks like Bitcoin is bottoming, why a 10/10-style crash would have happened in crypto even without the Binance glitch, and why, regardless of the Jane Street rumors, it's not beyond Wall Street to manipulate an asset. They also address speculation that Jane Street has been suppressing Bitcoin's price and how AI's rapid advancement could impact crypto in light of Citrini Research's article and Jack Dorsey's Block layoffs. Don't miss Joe's reasoning on why Trump could come to the market's rescue and Will's thesis on why zoomers face four unique financial and technological challenges. Plus Marcus also previews his new game theory model for trading the Bitcoin market. Guest: ⁠Marcus Wu, Research Analyst at Delphi Digital Joe Vezzani, Co-founder and CEO of LunarCrush Will Clemente, Investments at STIX Previous appearances on Unchained: Bitcoin Crashed Below $100K, But Smart Money Is Buying the Dip Strong Hands Aren't Selling Bitcoin. So Who Is? - Ep. 183 Arthur Hayes and Will Clemente on the 2024 Bitcoin Halving Links: Unchained:⁠⁠ Why Gold Rose and Bitcoin Tumbled on Japan Bond Turmoil Is Nic Carter Exaggerating Bitcoin's Quantum Risk? Yes, Says One Core Dev Bitcoin Rebounds as ETF Inflows Return, Jane Street Speculation Swirls Terraform Estate Targets Jane Street in Explosive Terra Collapse Lawsuit Crypto's Black Friday Was Its Largest Liquidation Ever. What the Hell Happened? Will's essay Climbing a Broken Ladder: A message to my fellow Zoomers Marcus's Bitcoin game theory model Bitcoin Game Theory on Delphi Digital Learn more about your ad choices. Visit megaphone.fm/adchoices

Equity markets are shifting, with value and quality equities stepping into the spotlight and AI's impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer trends, evolving fiscal policy and sector standouts in financials and healthcare are all shaping the landscape for investors seeking what's next.   In this episode, join the Market Insights team's Meera Pandit, Global Market Strategist, and Katie Korngiebel, Research Analyst, as they share timely perspectives on the forces driving equities and where opportunity may emerge in today's market. Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

⬥EPISODE NOTES⬥ The security operations center has always been a battleground of volume, velocity, and human endurance. Analysts have long faced the impossible math of too many alerts, too few hours, and too much at stake. For years, the industry promised automation would change that equation -- but the technology was never quite ready to deliver. That moment, according to Richard Stiennon, has now arrived. Stiennon, Chief Research Analyst at IT-Harvest, has spent two decades tracking every corner of the cybersecurity vendor landscape. His data now shows more than 61 net-new SOC automation vendors -- companies that did not exist a few years ago -- built from the ground up to replace the work of tier-one, tier-two, and tier-three analysts. Some of these vendors launched in January 2024 and reached $1 million in ARR by April. By the end of 2025, several were reporting $3 million ARR. These are not incremental improvements. They represent a structural shift in how security operations can be run. What makes this generation of SOC automation different from earlier SIEM and SOAR tooling is scope and autonomy. The value proposition is blunt: 100% alert triage, 24 hours a day, 7 days a week -- with automated case building, threat investigation, and response actions including machine isolation and reimaging. Stiennon points to a CISO he met, speaking under Chatham House rules, who disclosed that a large enterprise had already eliminated its entire human SOC team. He predicts that disclosure will go public before long. The conversation also explores the business context question that security leaders frequently wrestle with: are these AI-driven SOC tools operating with a narrow cyber mandate, potentially optimizing for security metrics at the expense of business continuity? Stiennon pushes back on that concern, arguing that large language models are already trained on the full breadth of human knowledge -- they understand business context at a level that exceeds most organizations' internal documentation. The more pressing risk, he suggests, is not that AI will act outside business intent, but that organizations will move too slowly to benefit. Waiting six months for a proof-of-concept report while spending a million dollars on human SOC operations is not due diligence -- it is opportunity cost. The conversation also touches on data privacy in AI-driven security, the role of federated learning and fully homomorphic encryption for compliance-sensitive environments, and what security leaders can do today to evaluate and accelerate their own adoption timeline. Stiennon will be at RSA Conference 2026 with his new book, Guardians of the Machine Age: Why AI Security Will Define Digital Defense, continuing to make the case for a field that is moving faster than most organizations are prepared to acknowledge. ⬥GUEST⬥ Richard Stiennon, Chief Research Analyst at IT-Harvest | Website: https://it-harvest.com/ On LinkedIn: https://www.linkedin.com/in/stiennon/ ⬥HOST⬥ Sean Martin, Co-Founder at ITSPmagazine, Studio C60, and Host of Redefining CyberSecurity Podcast & Music Evolves Podcast | Website: https://www.seanmartin.com/ ⬥RESOURCES⬥ IT-Harvest | https://it-harvest.com/ Richard Stiennon on LinkedIn | https://www.linkedin.com/in/stiennon/ Guardians of the Machine Age: Why AI Security Will Define Digital Defense (Richard Stiennon) | Available via IT-Harvest and major booksellers RSAC Conference 2026 Coverage on ITSPmagazine | https://www.itspmagazine.com/rsac-2026-conference-san-francisco-usa-cybersecurity-event-infosec-conference-coverage The Future of Cybersecurity Newsletter | https://www.linkedin.com/newsletters/7108625890296614912/ More Redefining CyberSecurity Podcast episodes | https://www.seanmartin.com/redefining-cybersecurity-podcast Redefining CyberSecurity Podcast on YouTube | https://www.youtube.com/playlist?list=PLnYu0psdcllS9aVGdiakVss9u7xgYDKYq ⬥ADDITIONAL INFORMATION⬥ On Podcast: https://www.seanmartin.com/redefining-cybersecurity-podcast On YouTube: https://www.youtube.com/playlist?list=PLnYu0psdcllS9aVGdiakVss9u7xgYDKYq Newsletter: https://itspm.ag/future-of-cybersecurity Contact Sean: https://www.seanmartin.com/ ⬥KEYWORDS⬥ richard stiennon, it-harvest, sean martin, soc automation, ai security, security operations center, threat detection, autonomous response, alert triage, security operations, cybersecurity vendors, ai agents, large language models, federated learning, siem, soar, redefining cybersecurity, cybersecurity podcast, redefining cybersecurity podcast Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

⬥EPISODE NOTES⬥ The security operations center has always been a battleground of volume, velocity, and human endurance. Analysts have long faced the impossible math of too many alerts, too few hours, and too much at stake. For years, the industry promised automation would change that equation -- but the technology was never quite ready to deliver. That moment, according to Richard Stiennon, has now arrived. Stiennon, Chief Research Analyst at IT-Harvest, has spent two decades tracking every corner of the cybersecurity vendor landscape. His data now shows more than 61 net-new SOC automation vendors -- companies that did not exist a few years ago -- built from the ground up to replace the work of tier-one, tier-two, and tier-three analysts. Some of these vendors launched in January 2024 and reached $1 million in ARR by April. By the end of 2025, several were reporting $3 million ARR. These are not incremental improvements. They represent a structural shift in how security operations can be run. What makes this generation of SOC automation different from earlier SIEM and SOAR tooling is scope and autonomy. The value proposition is blunt: 100% alert triage, 24 hours a day, 7 days a week -- with automated case building, threat investigation, and response actions including machine isolation and reimaging. Stiennon points to a CISO he met, speaking under Chatham House rules, who disclosed that a large enterprise had already eliminated its entire human SOC team. He predicts that disclosure will go public before long. The conversation also explores the business context question that security leaders frequently wrestle with: are these AI-driven SOC tools operating with a narrow cyber mandate, potentially optimizing for security metrics at the expense of business continuity? Stiennon pushes back on that concern, arguing that large language models are already trained on the full breadth of human knowledge -- they understand business context at a level that exceeds most organizations' internal documentation. The more pressing risk, he suggests, is not that AI will act outside business intent, but that organizations will move too slowly to benefit. Waiting six months for a proof-of-concept report while spending a million dollars on human SOC operations is not due diligence -- it is opportunity cost. The conversation also touches on data privacy in AI-driven security, the role of federated learning and fully homomorphic encryption for compliance-sensitive environments, and what security leaders can do today to evaluate and accelerate their own adoption timeline. Stiennon will be at RSA Conference 2026 with his new book, Guardians of the Machine Age: Why AI Security Will Define Digital Defense, continuing to make the case for a field that is moving faster than most organizations are prepared to acknowledge. ⬥GUEST⬥ Richard Stiennon, Chief Research Analyst at IT-Harvest | Website: https://it-harvest.com/ On LinkedIn: https://www.linkedin.com/in/stiennon/ ⬥HOST⬥ Sean Martin, Co-Founder at ITSPmagazine, Studio C60, and Host of Redefining CyberSecurity Podcast & Music Evolves Podcast | Website: https://www.seanmartin.com/ ⬥RESOURCES⬥ IT-Harvest | https://it-harvest.com/ Richard Stiennon on LinkedIn | https://www.linkedin.com/in/stiennon/ Guardians of the Machine Age: Why AI Security Will Define Digital Defense (Richard Stiennon) | Available via IT-Harvest and major booksellers RSAC Conference 2026 Coverage on ITSPmagazine | https://www.itspmagazine.com/rsac-2026-conference-san-francisco-usa-cybersecurity-event-infosec-conference-coverage The Future of Cybersecurity Newsletter | https://www.linkedin.com/newsletters/7108625890296614912/ More Redefining CyberSecurity Podcast episodes | https://www.seanmartin.com/redefining-cybersecurity-podcast Redefining CyberSecurity Podcast on YouTube | https://www.youtube.com/playlist?list=PLnYu0psdcllS9aVGdiakVss9u7xgYDKYq ⬥ADDITIONAL INFORMATION⬥ On Podcast: https://www.seanmartin.com/redefining-cybersecurity-podcast On YouTube: https://www.youtube.com/playlist?list=PLnYu0psdcllS9aVGdiakVss9u7xgYDKYq Newsletter: https://itspm.ag/future-of-cybersecurity Contact Sean: https://www.seanmartin.com/ ⬥KEYWORDS⬥ richard stiennon, it-harvest, sean martin, soc automation, ai security, security operations center, threat detection, autonomous response, alert triage, security operations, cybersecurity vendors, ai agents, large language models, federated learning, siem, soar, redefining cybersecurity, cybersecurity podcast, redefining cybersecurity podcast Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of the Planet MicroCap Podcast, I'm joined by Jim Zimmerman, Founder & Fund Manager, and Abby Zimmerman, Research Analyst, of Lowell Capital Management to talk about their disciplined small-cap strategy built around what they call the “Fort Knox” balance sheet. At its core, it's about owning resilient, cash-generative businesses with little to no debt—companies that can not only survive volatility but use it to their advantage. We dive into why they focus on operating cash flow over EBITDA, how they hunt for overlooked “boring” niche leaders trading at value prices, what they look for in management teams, and why constant re-underwriting—“buy and homework,” not just buy and hold—is critical to long-term compounding in microcaps. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Lowell Capital Management, please visit: https://www.lowellcapitalmgmt.com/  Chapters: 00:00 Introduction to Lowell Capital Management 04:45 Jim Zimmerman's Investment Journey 09:52 Abby Zimmerman's Perspective on Investing 14:54 Core Investment Philosophy and Strategy 19:39 Engaging with Management and Assessing Companies 22:42 Evaluating Company Fundamentals 26:51 Avoiding Value Traps 29:37 Idea Generation and Networking 33:49 Learning from Investment Experiences 39:38 Evolving Investment Strategies Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.

Following the announcement of a new Fed chair, we explore the evolving landscape of monetary policy and its impact on markets. Our experts break down what a change at the top could mean for interest rates, inflation and the broader investment environment. The discussion covers the latest Fed meeting, the outlook for rate cuts and the influence of fiscal stimulus on consumer spending and market momentum. Gain insights into the dynamics of a tight, but not necessarily strong, labor market, the implications of shifting immigration trends and the potential for inflation to remain sticky in the months ahead. Join Jordan Jackson, Global Market Strategist, and Brandon Hall, Research Analyst, as they share their perspectives on the Fed's direction, market positioning and what lies ahead for investors. Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Thank you to our sponsor, Mantle! In this Unchained podcast episode, guests Alex Thorn and Ryan Graham share their 2026 outlook for Bitcoin and the broader crypto market, exploring why the year looks unusually uncertain. The conversation also digs into questions around Ethereum's long-term value, whether killer apps are enough to drive adoption, prediction markets' push into sports betting, and why the privacy meta could continue in 2026. Hosts: Laura Shin Guests: Ryan Graham, Research Analyst at Messari Alex Thorn, Head of Firmwide Research at Galaxy Digital Links: DAT Stocks Are on Sale. Are They a Buy? Plus, Why Crypto Is Dead Ethereum's Vitalik Buterin Says Blockchain Trilemma ‘Has Been Solved' Solana Withstands Week-Long DDoS Attack Solana Mulls Proposal to Lower Inflation Rate Western Union Files ‘WUUSD' Trademark After Solana Stablecoin Reveal Why the Privacy Coins Mania Is Much More Than Price Action The Chopping Block: Hyperliquid vs. Tarun, ADL Transparency & The Coming Perps Arms Race How to Trade Prediction Markets Without an Opinion on the Event Why Wall Street Banks Need to Launch Their Own Stablecoins How the GENIUS Act Creates a Built-In Advantage for Banks and Deposit Tokens Klarna Launches Stablecoin Built on Stripe's Tempo Chain How the x402 Standard Is Enabling AI Agents to Pay Each Other Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Thank you to our sponsor, Mantle. Sign up for their hackathon here! Crypto markets this year failed to live up to expectations, raising questions about the trajectory for next year. The situation is further complicated by speculation that Bitcoin is about to kick off a multiyear decline in line with the so-called four year cycle. In this Unchained podcast episode, Delphi Digital analysts Jason Pagoulatos and Jordan Yeakley break down the market and applications outlook for next year. They look at whether the four year cycle would hold, what gold's run means for Bitcoin and the conditions that have led to recent market apathy. They also discussed whether the recent resurgence of privacy coins is a fad and who would come out on top in the race to become an “everything app.” Is the four year cycle the result of multiple coincidences? And, is X the dark horse in the everything app meta? Guests: Jason Pagoulatos, Head of Markets at Delphi Digital Jordan Yeakley, CFA, Research Analyst at Delphi Digital Previous appearances on Unchained: What Went Wrong With Pump's ICO and Where It Goes From Here How Crypto Markets Are Post-Selloff, With Election/Fed Uncertainty Links Unchained: Will Bitcoin's New Phase Change It Forever? And Is the 4-Year Cycle Dead? The Chopping Block: Hyperliquid vs. Tarun, ADL Transparency & The Coming Perps Arms Race What Ethereum Will Look Like When It Implements Its New Privacy Focus Why the Privacy Coins Mania Is Much More Than Price Action Coinbase Launches Stock Trading and Prediction Markets Inside Robinhood's Big Super App Plan: ‘There's Still a Lot of Work to Be Done' How the x402 Standard Is Enabling AI Agents to Pay Each Other Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of the USCIRF Spotlight Podcast, Commissioner Stephen Schneck is joined by Mariam Wahba, an Egypt expert and Research Analyst at the Foundation for Defense of Democracies. Mariam has written extensively on the Egyptian government's targeting of Egypt's indigenous Coptic Christian community, and will elaborate on specific laws, policies, and judicial decisions that are repressing a range of other religious minority communities, including Jews, Baha'is, Jehovah's Witnesses, Qur'anists, nonbelievers and members of the Ahmadi Religion of Peace and Light.  

Experts discuss the Fourth Plenum of the 20th CCP Central Committee, where nine senior military officials were expelled from the Chinese Communist Party. Guest Biographies Michael Donmoyer is a Research Analyst with CNA's China Studies Program. Eduaro Jaramillo is an Associate Research Analyst with CNA's China Studies Program.   Further Reading CNA InDepth: Military Purges at China's Fourth Plenum Have Implications for Readiness CNA Report: PRC Concepts for UAV Swarms in Future Warfare

It's YOUR time to #EdUp with Christina Weber,  Biology Honors Student, & Jesse Jacondin, Senior Research Analyst, Brookdale Community CollegeIn this episode, recorded Live from the Middle States Commission on Higher Education⁠ 2025 Annual ConferenceYOUR cohost is Terence Peavy, Lead Vice President for Institutional Field Relations at the Middle States Commission on Higher EducationYOUR host is ⁠⁠Dr. Joe SallustioHow did 1 second semester freshman increase student participation in accreditation from 3% to 21.7% by leading student to student outreach instead of relying on administrators?Why did creating 3 tiers of involvement (working group member, focus group participant & survey respondent) make accreditation accessible to busy community college students?How are students gaining career benefits, networking with presidents & earning potential internships requiring 45 hours per semester through accreditation involvement?Listen in to #EdUpThank YOU so much for tuning in. Join us on the next episode for YOUR time to EdUp!Connect with YOUR EdUp Team - ⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Elvin Freytes⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠& ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dr. Joe Sallustio⁠⁠⁠⁠⁠● Join YOUR EdUp community at ⁠The EdUp Experience⁠We make education YOUR business!P.S. Want to get early, ad-free access & exclusive leadership content to help support the show? Then ⁠⁠​subscribe today​⁠⁠ to lock in YOUR $5.99/m lifetime supporters rate! This offer ends December 31, 2025!

PREVIEW — Jack Burnham — The Hidden Dangers of Chinese AI Deep Seek. John Batchelor speaks with Jack Burnham, a senior research analyst at the Foundation for Defense of Democracy, regarding the Chinese artificial intelligence model Deep Seek. Burnham warns that despite public claims regarding the software's cost efficiency and technical effectiveness, Deep Seek functions strategically as a "back door" providing Chinese leadership direct access to American users' data, devices, and computational infrastructure, posing profound national security risks including potential espionage, intellectual property theft, and surveillance capabilities that exceed publicly disclosed functionalities. 1942

My guest on the show today is Jacob Stephan, Senior Research Analyst at Lake Street Capital Markets. He recently authored a “Crypto Industry” white paper, and I invited him on to break it down. In this episode, Jacob lays out why digital assets have crossed into institutional viability—a “normalization phase” driven by clearer regulation, enterprise-grade infrastructure, and real corporate adoption. We discuss the internet-style adoption curve (crypto at ~7% global penetration), why regulation is the cornerstone of investability (FIT 21 progress, the new FASB fair-value accounting, and pending clarity in the U.S.), and how stablecoins—“dollars with an API”—are emerging as the killer app with multi-trillion settlement volumes. Jacob walks through concrete examples from Visa, Mastercard, and JPMorgan moving beyond pilots to on-chain settlement, and contrasts stablecoins' payment utility with Bitcoin's treasury/“digital gold” role. We also cover the nuanced risks: centralization at the access layer (custody, cloud, compliance), state-by-state regulatory differences, speculative micro-cap “crypto treasury” raises, and why bipartisan momentum reduces—but doesn't eliminate—policy risk. Finally, Jacob shares the “picks and shovels” angle—cloud, fintech/payments, and semiconductors—as scalable ways to participate in the build-out without direct token exposure, and why even low single-digit institutional allocations could materially move the asset class. We discussed a number of crypto currencies in today's episode. Jacob owns SOL, SUI and BTC, and for full disclosure, I also own BTC. For more information about Lake Street Capital Markets, please visit: https://www.lakestreetcapitalmarkets.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

This episode features a panel of CNA's own Gayatri Gopavajhala and Lizzy Schneider, data scientists, discussing their paths to being in their roles as data scientists at CNA. Guest Biographies Gayatri Gopavajhala is a Data Analyst in CNA's Data Science for Sustainment Program. Lizzy Schneider is a Research Analyst in CNA's Data Science for Production Program.     

Municipal bonds have shown meaningful strength this fall, with performance building across the curve and investor sentiment improving. In this episode, host Chris Roberti is joined by Francis Adarkwa, Research Analyst at MacKay Municipal Managers, for his debut appearance direct from the trading desk in Los Angeles.They discuss what's driving recent returns, how nontraditional buyers are influencing the long end of the curve, and why the team remains constructive even amid rate uncertainty and political headlines. Francis also breaks down the current credit landscape—highlighting healthcare systems as a key sector to watch—and explains where he's seeing attractive relative value opportunities today.If you're evaluating positioning into year‑end or thinking about re‑allocating from cash-like instruments, this conversation provides timely perspective on where the market stands and where value may be forming next.Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 8567530.1 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

US-China Ceasefire and Competition in Technology and Space. Jack Burnham (Foundation for Defense of Democracies research analyst) characterizes the Trump-Xi meeting as a necessary "truce" that allows both nations to gain stability and strengthen their positions before the next escalation. Regarding rare earths, China is now employing the US "playbook," setting up a licensing structure rather than a full trade cessation. He emphasizes that building a complete rare earth supply chain outside of China, especially refining capacity, may realistically take seven to ten years. In technology, Beijing is pushing for domestic self-sufficiency in AI infrastructure, partly driven by paranoia that imported chips may contain backdoors or vulnerabilities. Burnham also details China's commitment to militarizing space, including copying US reconnaissance capabilities and practicing anti-satellite operations like "dogfighting." 1917 PRINCETON IN PEKING

US-China Ceasefire and Competition in Technology and Space. Jack Burnham (Foundation for Defense of Democracies research analyst) characterizes the Trump-Xi meeting as a necessary "truce" that allows both nations to gain stability and strengthen their positions before the next escalation. Regarding rare earths, China is now employing the US "playbook," setting up a licensing structure rather than a full trade cessation. He emphasizes that building a complete rare earth supply chain outside of China, especially refining capacity, may realistically take seven to ten years. In technology, Beijing is pushing for domestic self-sufficiency in AI infrastructure, partly driven by paranoia that imported chips may contain backdoors or vulnerabilities. Burnham also details China's commitment to militarizing space, including copying US reconnaissance capabilities and practicing anti-satellite operations like "dogfighting." 1914

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion covers the key findings of this year's publication, including the projections that are at the core of our approach to building stronger portfolios and explain how you can use them to inform your own strategic asset allocations.

My guest on the show today is Doug Porter, Portfolio Manager and Senior Research Analysts at Acuitas Investments. Doug and his team recently published a new white paper titled, "The Case for MicroCap." For most of you listening in, you're already a diehard MicroCap-per, and we've all succumbed to the altar to the merits of hunting in inefficient markets. Having said that, I invited Doug on here to not only remind us why we are here, why we hunt for the best investment ideas in our neck of the woods, but more importantly, in my opinion, to showcase why in 2025, the case for investing in MicroCaps has merit as a place to build wealth and allocate capital. Doug breaks down the structural inefficiencies and long-term opportunity in the micro-cap equity market — a segment that remains largely ignored by big institutions, but continues to be fertile ground for alpha generation. We discuss why micro-caps have historically outperformed in 84% of rolling 30-year periods, the critical role of active management in filtering out the riskiest names, and why Doug believes we're in the early innings of a new cycle that favors smaller companies. Doug also explains how “Stable Operators” — profitable, cash-generating niche businesses — are among the most compelling yet overlooked opportunities in today's market, and why a dedicated micro-cap allocation can offer diversification, M&A upside, and even a liquid alternative to private equity. Finally, we cover Acuitas's approach to identifying skilled micro-cap managers across the globe — and how this ecosystem of small, research-driven funds continues to uncover value where few others are looking. For more information about Doug Porter and Acuitas Investments, please visit: https://acuitasinvestments.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Momentum is building in the muni market and despite ongoing uncertainty, opportunity is still out there.In this episode, host Chris Roberti welcomes back Ian France, Research Analyst and Portfolio Manager at MacKay Municipal Managers, for a timely look at what's shaping the current tone of the municipal bond market. They unpack September's strong performance, why long-end munis are still attractively priced, and what's behind the steepness in the curve. Ian also breaks down credit fundamentals, inflation expectations, and how active managers are thinking about portfolio positioning and risk in a market that remains technically challenged.Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.comMacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.SMRU: 8458785.1 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crypto just went through its biggest crash. In the wake of “Black Friday,” when $19 billion in positions were wiped out in hours, Bits + Bips hosts Steve Ehrlich and Ram Ahluwalia are joined by Carlos Guzman of GSR and YQ of AltLayer to dissect what really happened. Was it a coordinated attack exploiting Binance's oracles? A failure of market structure? Or simply too much leverage waiting for a trigger? Or some combination of the three? The group breaks down how liquidity vanished, why hedges failed, how this flash crash echoed the worst moments of traditional markets, and why the industry urgently needs reform before it happens again. Sponsors: Aptos Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Steve Ehrlich, Executive Editor at Unchained Guests: Carlos Guzman, Research Analyst at GSR  YQ, Co-founder of AltLayer Timestamps:

AI is adding to US electricity consumption at a pace not seen in decades. That demand growth is creating new strains on the grid in many parts of the country. But what if AI could instead help keep the system running? Varun Sivaram is a founder & CEO of Emerald AI and a Senior Fellow at the Council on Foreign Relations. He says that far from undermining the grid, AI could actually save it. If we can enable AI data centers to provide flexibility during times peak stress, they can become a powerful ally for reliable, affordable, and clean electricity.Earlier this year, the Energy Gang hosted a conversation with Tyler Norris of Duke University, author of an influential paper assessing the potential for large flexible loads in the US electricity system. He argued that if grid operators could ask data centers to dial back the power consumption when the system is under strain, those new facilities could get online faster without waiting for long transmission and generation upgrades. In effect, flexibility is like a fast-track pass: by allowing short reductions in consumption during peak stress, the grid can handle more demand and data centers can connect sooner.That's the theory. In this show we talk about how to make it a reality.To explain how data center flexibility works, and will work in the future, Varun joins host Ed Crooks, regular guest Amy Myers Jaffe, Director of NYU's Energy, Climate Justice and Sustainability Lab, and resident investment expert Shanu Mathew, Portfolio Manager and Research Analyst at Lazard Asset Management. How can data center developers, operators and customers create flexible loads? Spread computing tasks across multiple sites, pause the less time-critical ones during grid stress, and use smarter software and batteries to smooth short spikes. The gang discuss early real-world tests with utilities and tech companies, and why some regions are considering rules that let them temporarily reduce power to big users rather than risk neighborhood blackouts. Is this all hype? Some of the claims being made are running ahead of what is actually being achieved in the industry today. And even as chips get more efficient, demand for AI is growing even faster. But Varun wants to run more pilots, reward flexibility with quicker hookups, and build toward a “virtual power plant” made of data centers that can respond in milliseconds. If the irresistible force of AI development is to overcome the immovable object of power grid capacity, that is the kind of innovation that is going to be needed.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Max Meizlish, a senior research analyst, highlights how Chinese money laundering networks are fueling America's fentanyl epidemic by cleaning drug proceeds for Mexican cartels. These networks also enable wealthy Chinese nationals to bypass capital controls and move money out of China. Between 2020 and 2024, the Financial Crimes Enforcement Network (FinCEN) tracked over $312 billion in suspicious activity linked to these networks. Meizlish suggests the Chinese Communist Party might be aware of, or even permit, some of this activity, especially if it benefits its members. He advocates for targeting Chinese chemical precursor companies and using economic sanctions to combat this issue. 1966 Retry

Pokémon cards are no longer just collectibles stuffed in a binder. They're becoming liquid, tradable assets onchain. In this episode, Collector Crypt CEO Tuom Holmberg and Bitwise's Danny Nelson explain how the project is reimagining the $100 billion trading card industry. From slashing eBay's 13% fees to near-zero, to solving decades-old authentication problems with vaulting and NFTs, to launching a token that surged 700% in weeks, Collector Crypt is pushing trading cards into crypto rails. We also explore whether this is the start of a “Polymarket moment” for collectibles, how these cards could be used in DeFi, and if mainstream investors might soon allocate to Pokémon decks alongside BTC and ETH. Thank you to our sponsors! Re Walrus Guests: Danny Nelson, Research Analyst at Bitwise Asset Management ⁠Tuom Holmberg⁠, CEO of Collector Crypt Timestamps:

Crypto is bleeding into traditional finance faster than anyone expected. In this episode of Bits + Bips, the hosts dig into Robinhood's move into tokenized stocks and perps, what's actually holding back tokenized equities, and why perps might “eat the world.”  Plus, they talk crypto ETFs, altcoin summer, and whether staking in ETFs is the next big unlock. Sponsors: Bitwise Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Guest: Thomas Uhm, Chief Commercial Officer at the Jito Foundation Timestamps