Podcasts about Semi

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EV News Daily - Electric Car Podcast
BRIEFLY: VW, MG, Tesla & more | 22 Jul 2026

EV News Daily - Electric Car Podcast

Play Episode Listen Later Jul 23, 2026 4:16


It's EV News Briefly for Wednesday 22 July 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyVW CONFIRMS ELECTRIC NEXT-GEN AMAROKVolkswagen Commercial Vehicles brand chief Stefan Mecha has confirmed that the third-generation Amarok will be offered as a fully electric model, part of a flexible drivetrain strategy spanning PHEVs and EVs that he says is essential to keeping the ute competitive, while the current Amarok's powertrain line-up stays unchanged. The timing points to 2029-2030, matching the expiry of VW's production deal with Ford, and talks with Ford about the next generation's underpinnings are still ongoing.MG GO! PREVIEWS SMALL EV FOR 2027MG has unveiled the GO! concept at the Goodwood Festival of Speed, a roughly four-metre B-segment electric hatchback designed at SAIC's U.K. studio that borrows MGB GT grille lines and vertical taillamp elements, with production due in 2027 and possibly badged MG 2. MG admits the show car is a "dressed up" version that will lose its bulging fenders, oversized wheels, tow hooks and diffuser, and while technical details are unconfirmed, industry coverage points to MG's front-drive E3/Urban architecture with modest LFP batteries to rival the Renault 5 E-Tech and Mini Cooper Electric.TESLA OPENS FIRST PUBLIC SEMI MEGACHARGERTesla has opened its first public Megacharger station for Semi fleets in Bloomington, California, about an hour east of Los Angeles, with six stalls each capable of up to 1.2 MW and access for all Tesla Semi commercial fleet customers. The launch was confirmed by Tesla Charging on X and marked with a ribbon-cutting attended by trucking, fleet and charging figures, with the San Bernardino County site chosen for its position on the freight corridor linking the Ports of Los Angeles and Long Beach to Southern California's warehouse network.USED EVS OUTPACE PETROL CARS IN BRITAINSteep fuel prices have driven a surge in British used-EV demand, with Autotrader's July fastest-selling ranking filled entirely by electrified models for the first time — eight of them fully electric, double last year's tally — led by the MG ZS at 13 days against a 24-day average for used EVs and 30 days across all fuel types. Average used-EV prices rose 1.6% year-on-year to £24,662 ($33,225), the first increase since December 2022, and Autotrader's Marc Palmer says that unlike past Middle East-driven spikes tied to events such as the US-Israeli war on Iran and the Strait of Hormuz closure, this demand has been sustained while the ten slowest sellers were all petrol or diesel.LOW-INCOME HOUSEHOLDS LEAD GERMAN EV SUBSIDY APPROVALSHandelsblatt reports that 48% of approvals under Germany's new EV subsidy scheme have gone to households with taxable income up to €45,000 ($51,300), according to data from a parliamentary inquiry by Left Party lawmaker Jorrit Bosch, with lower-income buyers eligible for up to €6,000 ($6,840) on new BEVs, range-extenders and select plug-in hybrids depending on vehicle type, income and family size. The programme launched in January to replace the flat-rate scheme scrapped abruptly in late 2023, and environment ministry figures show foreign manufacturers took most of the support, with only two of the 14 most-subsidised brands being German as Germany's EV fleet passed 2.2 million by early April 2026.SUBARU CUTS 2027 SOLTERRA PRICE IN CANADASubaru Canada has cut the 2027 Solterra's starting MSRP to $47,995, $4,500 below the 2026 model and just under the country's $50,000 EVAP threshold, which restores its eligibility for the federal rebate worth up to $5,000. Subaru quotes an effective starting figure of $46,727 with delivery, dealer fees and the rebate included, against $55,285 for the current 2026 car, with the updated model due at Canadian dealerships later this year.CANADA CLEARS 6,531 CHINA-MADE EV IMPORTSCanada had imported 6,531 China-made EVs by July 14, leaving roughly 75% of the 24,500-vehicle first-half quota unused, with arrivals starting in May and building through June and July but falling well short of the allowance. Ottawa will keep the current quota open through August before adding a further 24,500 vehicles plus any unused first-half volume for September through February 2027; Global Affairs Canada does not break the figures down by brand, but Shanghai-built Tesla Model 3s are presumed to dominate, Lotus has accounted for nearly two dozen and Polestar is expected to resume Polestar 2 imports in August.DONGFENG MOVES INTO CANADIAN EV MARKETDongfeng plans to enter Canada's EV market under the low-tariff quota created by Mark Carney's deal with China earlier this year, showing the Vigo and Nammi Box 01 to buyers at an Old Port event in Montreal this week while it completes regulatory certification. North World Industry will handle distribution, and the company is starting with consumer awareness before sales, aiming to launch its first two models next year.KIA PITCHES SMALL EV VAN FOR CANADIAN FLEETSKia Canada has pitched the PV5 as a compact electric cargo van for small businesses and urban fleets, offering about 160 cubic feet of cargo volume and targeting tradespeople, last-mile delivery firms and telecom operators that do not need a full-size vehicle. The real test may be size rather than range or price, given GM pulled its Ontario-built BrightDrop vans — offering 400 or 600 cubic feet — from the market last fall after weak sales, while Kia calls the smaller PV5 an answer to an "unmet need".GEELY SETS E2 PRICE BELOW €20,000 IN ITALYGeely will launch the E2 small electric hatchback in Italy in October at a promotional €19,900, undercutting the Citroen e-C3 at €20,490 and sitting just above the BYD Dolphin Surf at €19,790; the same car is sold as the EX2 in the U.K. and the Xingyuan in China, where it was last year's best-selling model with 160,800 wholesale deliveries in the first five months of this year. In Europe's small-EV class the Renault 5 E-Tech leads with 36,575 sales, up 35%, ahead of the e-C3 on 17,859 (down 11%), the Dolphin Surf on 15,072 and the Peugeot e-208 on 10,546, up 23%.HOYMILES LAUNCHES UL 3700 BALCONY SOLAR INVERTERHoymiles has launched the HiFlow Pro, which it says is the first US microinverter certified under UL 3700, the new safety standard for plug-in balcony solar, a model already popular in Europe — especially Germany — that lets homeowners and renters run portable panels through a standard outlet instead of a rooftop install. Eight states had signed plug-in solar bills into law as of July 2026 — Utah, Maine, Virginia, Maryland, Colorado, Connecticut, Vermont and New Hampshire — with New York's awaiting the governor's signature as of July 16 and nearly 30 states having introduced legislation, while safeguards must prevent the reversed power flow from feeding the grid during outages; a single 360W unit produces up to 721.08 kWh a year and up to four can run in parallel across separate outlets.RUSSIAN FUEL SHORTAGES PUSH DRIVERS TO EVSUkrainian strikes on energy targets have tightened Russian fuel supplies, bringing hours-long queues and rising gasoline and diesel prices that are pushing some motorists towards electric cars, including engineer Oksana Yasinskaya, 36, who told Automotive News the queues settled her decision to buy an EV and that she values not wasting hours on what she called a humiliating wait, with some drivers queuing late at night. Autostat says EV and plug-in hybrid sales accelerated in June as shortages worsened and expects the tiny market to grow if the crisis drags on, though it still leans on used cars rather than fresh showroom demand.

Debate da Super Manhã
El Niño avança: as projeções para o Nordeste

Debate da Super Manhã

Play Episode Listen Later Jul 20, 2026 51:14


Debate da Super Manhã: Caracterizado pelo aquecimento anormal das águas superficiais do Oceano Pacífico Equatorial, o fenômeno El Niño altera a circulação dos ventos e influencia diretamente o regime de chuvas e as temperaturas em vários países, incluindo o Brasil. No debate desta segunda-feira (20), a comunicadora Natalia Ribeiro conversa com os convidados sobre a situação atual do fenômeno e como influencia o clima nordestino, o papel dos órgãos de monitoramento climático, além da causas e consequências do El Niño para o nordeste brasileiro. Participam o secretário-executivo de Proteção e Defesa Civil de Pernambuco, Cel. Clóvis Ramalho; a meteorologista da Agência Pernambucana e Águas e Climas (APAC), Edvânia Santos; e a engenheira ambiental, doutora em Engenharia Civil, professora de Engenharia de Recursos Hídricos e do Meio Ambiente da UFPE, e integrante do Núcleo de Estudos de Recursos Hídricos do Semiárido (NERHIS), Vanine Menezes.

Morning Briefing
Morning Briefing : Les semi-conducteurs signent leur pire semaine - 20/07

Morning Briefing

Play Episode Listen Later Jul 20, 2026 2:10


Tous les matins, Nicolas Pagniez revient sur les performances des principaux marchés boursiers et les tendances du moment dans Morning Briefing, dans l'émission Good Morning Business, présentée par Sandra Gandoin, sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

A Mediocre Time with Tom and Dan
884 - Talking Blood Butt

A Mediocre Time with Tom and Dan

Play Episode Listen Later Jul 17, 2026 100:39


    •    Comedian Amy LaCour opens the Friday free show     •    Tom Segura and Christina P split, cancer rumors, and healthier divorce     •    Amy's Blue Mountains theme and second-favorite "Cour" jokes     •    Dracula's "Your Titties" song ending     •    Blue Ridge cabin trip with Florida Comedy Collective president Chandy     •    Babyland General, Mother Cabbage, elderly nurses, and Cabbage Patch nostalgia     •    Childhood toys, smells, Pound Puppies, and homemade knockoffs     •    AI helping reverse-engineer homemade toys     •    Hiking, fishing, grave sites, river time, and improved hip mobility     •    Comedy Collective retreat for grants, the website, and future planning     •    Relaxing vacations versus nonstop activities and wasted mornings     •    Manasota Key family trip and lukewarm hot springs in 27-degree weather     •    Tourist shops, small-town wandering, and red-sauce meatloaf     •    Fast walkers, slow groups, and moving too quickly to make memories     •    Last of the Mohicans waterfall, Hanging Rock, and fear of the woods     •    Emergency outdoor pooping and ancestral squat theories     •    Facebook clickbait fueling food scares and show content     •    Lake Howell and Lake Jesup blue-green algae warnings     •    Kissing a contaminated fish for $10 and waiting for symptoms     •    Algae exposure risks for adults and children     •    Recurring lumps, bloody stool, insurance, and avoiding doctors     •    New Transformers pinball machine from Pinball Dudes     •    Plus Tax song "Nauseous"     •    Hot Tub and Mini Fridge Morning Show parody     •    Amy LaCour's Shit Sandwich at Bull and Bush     •    Forgetting promotions, phone numbers, commercials, and recent events     •    Turning 50, fearing dementia, and feeling healthier than a decade ago     •    Stool talk, bloody-stool jokes, and "misinformation improv"     •    YouTube growth and confidently wrong discussions     •    Zoolander still holds up     •    "Mail-on-mail," drunken apologies, and EMWP's censored nickname     •    Forgotten drunken radio calls and Cabin preserving embarrassing audio     •    VHS, MiniDisc, and lost terrestrial radio recordings     •    Modern phones, cars, doorbells, cameras, and clouds recording everything     •    Snapchat screenshots and private photos shared through family accounts     •    Drinking alone, dinner invitations, threats, and performative masculinity     •    Adult dinner parties, oyster roasts, galas, and Batman-style formality     •    Meal-kit cooking with kids and interviewing guests about unusual jobs     •    Trump-sized suits and prank phone calls     •    Loud old-school fathers versus quiet, considerate parenting     •    Garage smoothies, clutter, and avoiding waking the family     •    Generational trauma and breaking inconsiderate fatherhood habits     •    Affection struggles, suppressed feelings, and spouse-dependent moods     •    Thoughtfulness, masculinity, and marriage as an equal partnership     •    Teaching children consideration and healthy relationships     •    Wayne Ivey, Wheel of Fugitive, and celebrity sheriffs     •    Elected sheriffs prioritizing publicity and reelection over qualifications     •    Grady Judd, Mike Chitwood, and theatrical law-enforcement branding     •    Outdated government rules and voters choosing familiar names     •    Concrete Mike's duck story and the classic "Duck Job" impression     •    Early internet comedy spreading through email and copied WAV files     •    Buzz Sutherland identified as the creator of "Duck Job"     •    Duck Job misattributed to Adam Sandler and Robin Williams     •    Tracking down Buzz Sutherland and why viral creators rarely profit     •    Studio heat, thermostat battles, and dad-style AC savings     •    Florida Comedy Collective open mics and shows     •    "Bring on the Psychics" song and trouble accepting compliments     •    Ocala-to-Cape Coral driving and Florida's unofficial 80-mph limit     •    South Florida traffic, dirt bikes, banshees, and ignored road laws     •    Baldwin Park e-bike crackdowns and kids doing endless wheelies     •    Late-night South Florida drive and passing troubled vehicles     •    Boat, RV, door, chain, and dragging-equipment travel disasters     •    Helping endangered drivers instead of filming them for clout     •    Semi-truck fire closing the Turnpike near Jupiter     •    Police redirecting traffic backward and through a median     •    Two-hour closure turning an 11 p.m. return into 1:30 a.m.     •    Maisie becoming obsessed with watching the news ### Website: https://tomanddan.com/ BDM: https://tomanddan.com/registration Merch: https://tomanddan.myshopify.com/ YouTube: https://www.youtube.com/@TomandDanLive Twitch: https://www.twitch.tv/tomanddanlive Facebook: https://www.facebook.com/AMediocreTime Instagram: https://www.instagram.com/tomanddanlive/ X: https://x.com/TomAndDanLive ACT RSS: https://feeds.libsyn.com/61976/rss AMT RSS: https://feeds.libsyn.com/18904/rss

The John Batchelor Show
S8 Ep1137: Caleb Weiss explains the complex counterterrorism landscape in the Horn of Africa, where al-Shabaab and ISIS operate. He details how the semi-autonomous Puntland region is rejecting Mogadishu's authority. US policy faces significant hurdles as

The John Batchelor Show

Play Episode Listen Later Jul 17, 2026 12:51


Caleb Weiss explains the complex counterterrorism landscape in the Horn of Africa, where al-Shabaab and ISISoperate. He details how the semi-autonomous Puntland region is rejecting Mogadishu's authority. US policy faces significant hurdles as funding for African Union missions reaches a critical crossroads. (3)

Inside the ICE House
Market Storylines: Semi Rotation, Earnings Strength + Iran Implications

Inside the ICE House

Play Episode Listen Later Jul 17, 2026 5:22


Eric Criscuolo, Market Strategist at the NYSE, reviews a market increasingly defined by sharp sector rotations as AI-related semiconductor and memory stocks pulled back after massive gains earlier this year. Weakness in semis contrasted with renewed strength in hyperscalers, improving performance from software, and catch-up rallies across Healthcare and Financials. Meanwhile, escalating tensions involving Iran pushed oil prices higher and helped keep longer-term Treasury yields elevated despite cooler inflation data.

The Options Insider Radio Network
Volatility Views 687: Semi Shocks and Volatility Haircuts

The Options Insider Radio Network

Play Episode Listen Later Jul 17, 2026 58:44


In this episode of Volatility Views, host Mark Longo is joined by "Muscle" Rhoads (Dr. Russell Rhoads), Mark Sebastian from Option Pit, and the long-awaited return of the Thompson Twins (Matt and Mike Thompson of Thompson Capital). Together, the crew unpacks a wild week of violent market rotations, earnings season anxieties, and the localized panic ripping through semiconductor and AI stocks. The team takes a deep dive into the vol surface to analyze why the equal-weighted VIX EQ is surging past 50 while index-level vol remains relatively contained. Are we looking at a localized tech overreaction, or the brink of a massive correlation-one sell-off? Plus, they break down a bizarre, head-scratching 100-strike VIX put trade, structural "mullet" vs. "tulum" strategies, and the latest reverse splits shaking up the vol ETP space (SVIX, UVXY, and UVIX). What's inside this episode: The Volatility Review: Deconstructing the Taiwan Semi fallout, Nvidia's wild swings, and how money is rotating between tech hyperscalers and broader indices. The New VIX Order: Why geopolitical and event-driven vol spikes are mean-reverting faster than ever in the modern market ecosystem. Term Structure & Haircuts: Moving long and short on the curve—the team explains why they are leaning into the traditional "mullet" style. VIX Options Flow: Breaking down the massive volume behind the August 26 calls, the shift toward the 17 puts, and another round of mocking high-risk, low-reward institutional trades. ETP & Levered Vol Update: Dealing with the liquidity drain post-reverse splits in UVXY and UVIX, and why tracking seasonality matters right now. The Crystal Ball: The guys put their reputations on the line with their weekly VIX and Volley predictions for next week.

FM Talk 1065 Podcasts
Dr Bill Williams Semi Regionally Famous Weekend Weather Forecast Scale Rating - Ben Murphy Co - 7-17-26

FM Talk 1065 Podcasts

Play Episode Listen Later Jul 17, 2026 2:38


Volatility Views
Volatility Views 687: Semi Shocks and Volatility Haircuts

Volatility Views

Play Episode Listen Later Jul 17, 2026 58:44


In this episode of Volatility Views, host Mark Longo is joined by "Muscle" Rhoads (Dr. Russell Rhoads), Mark Sebastian from Option Pit, and the long-awaited return of the Thompson Twins (Matt and Mike Thompson of Thompson Capital). Together, the crew unpacks a wild week of violent market rotations, earnings season anxieties, and the localized panic ripping through semiconductor and AI stocks. The team takes a deep dive into the vol surface to analyze why the equal-weighted VIX EQ is surging past 50 while index-level vol remains relatively contained. Are we looking at a localized tech overreaction, or the brink of a massive correlation-one sell-off? Plus, they break down a bizarre, head-scratching 100-strike VIX put trade, structural "mullet" vs. "tulum" strategies, and the latest reverse splits shaking up the vol ETP space (SVIX, UVXY, and UVIX). What's inside this episode: The Volatility Review: Deconstructing the Taiwan Semi fallout, Nvidia's wild swings, and how money is rotating between tech hyperscalers and broader indices. The New VIX Order: Why geopolitical and event-driven vol spikes are mean-reverting faster than ever in the modern market ecosystem. Term Structure & Haircuts: Moving long and short on the curve—the team explains why they are leaning into the traditional "mullet" style. VIX Options Flow: Breaking down the massive volume behind the August 26 calls, the shift toward the 17 puts, and another round of mocking high-risk, low-reward institutional trades. ETP & Levered Vol Update: Dealing with the liquidity drain post-reverse splits in UVXY and UVIX, and why tracking seasonality matters right now. The Crystal Ball: The guys put their reputations on the line with their weekly VIX and Volley predictions for next week.

Eye On Franchising
How to Build a Semi-Absentee Home Service Franchise

Eye On Franchising

Play Episode Listen Later Jul 16, 2026 23:26


Home service franchise ownership can look passive from the outside. Alex Filipuk explains why semi-absentee ownership only works when capital, cash flow, time, and operational complexity support the owner's expectations. Can a Siding Franchise Become Semi-Absentee? Lance Graulich sits down with Alex Filipuk, founder and CEO of Ideal Siding, to discuss how a technology professional with no siding installation experience built a specialized home services franchise with nearly 100 locations across the United States and Canada. Alex explains why siding is an essential service, why it is more complex than roofing, and how that complexity can create opportunity for owners who follow a proven system. This episode is for tech executives, first-time franchise buyers, and investors researching home improvement franchises. You'll also hear why professionals concerned about AI replacing corporate jobs are moving toward local service businesses. For another example, watch Why Tech Executives Are Choosing Home Care Brands.

FreightCasts
J.B. Hunt Intermodal Surge, Navistar Wins Delivery Lawsuit, & Tesla Semi Chicago Pilot | The Morning Minute

FreightCasts

Play Episode Listen Later Jul 16, 2026 4:17


In this episode, we kick things off by examining the powerful momentum shift toward the rails that's creating massive growth opportunities for the nation's largest intermodal player. J.B. Hunt Transport Services just reported a blockbuster second quarter, with intermodal volumes jumping ten percent year-over-year and significantly outpacing the broader market. Eastern intermodal volumes surged sixteen percent year-over-year, driven by conversion activity at levels the company has not seen in more than a decade, while revenue of three point five billion dollars crushed analyst expectations. Next, we explore a high-stakes legal battle in federal court where truck manufacturer Navistar defeated a sixteen point five million dollar lawsuit over delayed deliveries during the pandemic-era supply crunch. A Michigan jury sided with Navistar on Monday, rejecting breach of contract and fraud claims brought by GLS LeasCo and Central Transport, and concluding the company was not liable for damages related to the delayed delivery of one thousand one hundred International tractors ordered in twenty twenty-two. Finally, we head to the Midwest where a major Wisconsin carrier is partnering with Tesla to evaluate the electric Semi in dedicated Chicago operations. De Pere-based Paper Transport Inc., which has logged over eighty-seven million miles using compressed and renewable natural gas, is assessing the battery-electric truck in an environment where predictable routes and consistent mileage provide ideal conditions for real-world testing as Tesla ramps toward volume production this year. Follow the FreightWaves Today Podcast Other FreightWaves Shows J.B. Hunt Intermodal Surge, Navistar Wins Delivery Lawsuit, & Tesla Semi Chicago Pilot | The Morning Minute Learn more about your ad choices. Visit megaphone.fm/adchoices

Lance Roberts' Real Investment Hour
7-16-26 Headwinds, Tailwinds, and Market Risk

Lance Roberts' Real Investment Hour

Play Episode Listen Later Jul 16, 2026 45:34


Markets rarely move in a straight line. Just like the weather, investing requires understanding both the headwinds that can slow markets down and the tailwinds that can keep the rally moving forward. Lance Roberts & Michael Lebowitz examine the key forces shaping today's investment landscape, including stretched valuations, investor sentiment, earnings expectations, interest rates, liquidity, and the continued influence of artificial intelligence. While several risks deserve close attention, there are also powerful catalysts that could continue supporting stocks in the months ahead. The goal is not to predict the next storm, but to recognize the environment and adjust portfolio risk accordingly. 0:00 INTRO 1:04 - Earnings and AI Exuberance 4:44 - Consolidation Process Continues 6:33 - Have Semi-conductors Earnings Expectations Peaked? 11:03 - Pizza, Pineapple, & Sam Houston's Chili 12:54 - Why Junk Bonds and Junkier Bonds are Trading Fine 16:07 - The Bifurcated Bond Market 18:35 - What Fund Gating Really Means 21:44 - Pay Attention to Credit Spreads 22:54 - Investor Sentiment & GDP Growth 25:53 - When the Yield Curve Was Wrong 29:34 - Headwinds & Forecasts (The Big Tailwind of AI Spending) 33:40 - The Cone of Uncertainty 38:15 - Watch the Indicators 39:57 - Semi-conductors Aren't Looking Good Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/PA0HSeYexfE ------- Watch today's "Before the Bell" premarket commentary, "Semiconductor Warning as Markets Climb," https://youtu.be/9PJPUe3i390 ------- Watch our previous show, "Q&A Wednesday - CPI, Earnings, and Market Risks" https://youtube.com/live/zVjwV7l3kjw ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Semiconductors #Nvidia #MarketOutlook #Investing #RiskManagement #FinancialPlanning

The Real Investment Show Podcast
7-16-26 Headwinds, Tailwinds, and Market Risk

The Real Investment Show Podcast

Play Episode Listen Later Jul 16, 2026 45:35


Markets rarely move in a straight line. Just like the weather, investing requires understanding both the headwinds that can slow markets down and the tailwinds that can keep the rally moving forward. Lance Roberts & Michael Lebowitz examine the key forces shaping today's investment landscape, including stretched valuations, investor sentiment, earnings expectations, interest rates, liquidity, and the continued influence of artificial intelligence. While several risks deserve close attention, there are also powerful catalysts that could continue supporting stocks in the months ahead. The goal is not to predict the next storm, but to recognize the environment and adjust portfolio risk accordingly. 0:00 INTRO 1:04 - Earnings and AI Exuberance 4:44 - Consolidation Process Continues 6:33 - Have Semi-conductors Earnings Expectations Peaked? 11:03 - Pizza, Pineapple, & Sam Houston's Chili 12:54 - Why Junk Bonds and Junkier Bonds are Trading Fine 16:07 - The Bifurcated Bond Market 18:35 - What Fund Gating Really Means 21:44 - Pay Attention to Credit Spreads 22:54 - Investor Sentiment & GDP Growth 25:53 - When the Yield Curve Was Wrong 29:34 - Headwinds & Forecasts (The Big Tailwind of AI Spending) 33:40 - The Cone of Uncertainty 38:15 - Watch the Indicators 39:57 - Semi-conductors Aren't Looking Good Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/PA0HSeYexfE ------- Watch today's "Before the Bell" premarket commentary, "Semiconductor Warning as Markets Climb," https://youtu.be/9PJPUe3i390 ------- Watch our previous show, "Q&A Wednesday - CPI, Earnings, and Market Risks" https://youtube.com/live/zVjwV7l3kjw ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Semiconductors #Nvidia #MarketOutlook #Investing #RiskManagement #FinancialPlanning

Inside Sports with Reid Wilkins
Argentina with another comeback win over England in the World Cup semi

Inside Sports with Reid Wilkins

Play Episode Listen Later Jul 16, 2026 20:17


Guest host Dave Campbell joins tech producer Kellen Kennedy for an exciting edition of Inside Sports as they break down Argentina's thrilling World Cup victory over England. From the biggest moments and tactical decisions to standout performances and what the result means for both nations, the duo dives deep into one of the tournament's most talked-about matches. They also discuss the latest FIFA World Cup storylines, international soccer news, tournament implications, and what's next for Argentina as they chase World Cup glory. If you're a fan of soccer, football, FIFA World Cup, Argentina, England, and in-depth sports analysis, this episode has everything you need to stay up to date. Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves NOW
J.B. Hunt Intermodal Surge, Navistar Wins Delivery Lawsuit, & Tesla Semi Chicago Pilot | The Morning Minute

FreightWaves NOW

Play Episode Listen Later Jul 16, 2026 4:17


In this episode, we kick things off by examining the powerful momentum shift toward the rails that's creating massive growth opportunities for the nation's largest intermodal player. J.B. Hunt Transport Services just reported a blockbuster second quarter, with intermodal volumes jumping ten percent year-over-year and significantly outpacing the broader market. Eastern intermodal volumes surged sixteen percent year-over-year, driven by conversion activity at levels the company has not seen in more than a decade, while revenue of three point five billion dollars crushed analyst expectations. Next, we explore a high-stakes legal battle in federal court where truck manufacturer Navistar defeated a sixteen point five million dollar lawsuit over delayed deliveries during the pandemic-era supply crunch. A Michigan jury sided with Navistar on Monday, rejecting breach of contract and fraud claims brought by GLS LeasCo and Central Transport, and concluding the company was not liable for damages related to the delayed delivery of one thousand one hundred International tractors ordered in twenty twenty-two. Finally, we head to the Midwest where a major Wisconsin carrier is partnering with Tesla to evaluate the electric Semi in dedicated Chicago operations. De Pere-based Paper Transport Inc., which has logged over eighty-seven million miles using compressed and renewable natural gas, is assessing the battery-electric truck in an environment where predictable routes and consistent mileage provide ideal conditions for real-world testing as Tesla ramps toward volume production this year. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

il posto delle parole
Giovanni Semi "E' il capitalismo bellezza!"

il posto delle parole

Play Episode Listen Later Jul 16, 2026 23:37 Transcription Available


Giovanni Semi"E' il capitalismo bellezza!"L'estetica all'assalto delle cittàEinaudi Editorewww.einaudi.itLungomare di Libri, Bariwww.lungomaredilibri.itDomenica 19 Luglio alle ore 21 Giovanni Semi presenta "E' il capitalismo bellezza!" a Lungomare di Libri, presso Largo Vito Maurogiovanni a Bari.Il nostro è un tempo in cui ormai tutto si è estetizzato, dalla politica alla vita quotidiana filtrata dai social e data in pasto ai follower, di modo che possano prima invidiarci per poi subito provare a emularci. Ogni nostra esperienza deve essere a misura dell'immagine di noi stessi che vogliamo dare: i ristoranti in cui andiamo, le case che abitiamo, gli oggetti che possediamo sono costruiti per restituirci un'atmosfera che diventa parte integrante del nostro essere, e che contribuisce in larga misura a definirlo.Siamo immersi in qualcosa che identifichiamo come realtà, ma che di fatto è irreale, completamente anestetizzata, fatta di spazi architettonici sapientemente costruiti per farci sentire al sicuro, protetti dalle ingiustizie e dalla violenza che invece sono sempre piú presenti attorno a noi. È l'evoluzione estetica del capitalismo, guidata dall'imperativo morale per cui ciò che è bello deve essere anche buono e giusto. Un'evoluzione che è andata di pari passo con la sparizione del futuro come orizzonte di conflitto e cambiamento. E le città sono il laboratorio privilegiato attraverso cui osservare questa mutazione.Dai nuovi quartieri pensati a misura di miliardari, sempre piú simili ad asettici rendering, alle scritte sui muri che si trasformano in murales finanziati dalla fondazione bancaria; dai parchi in cui spariscono le panchine o si trasformano per non permettere di sdraiarsi o per diventare attrazioni turistiche, ai centri storici ormai svuotati dei loro abitanti. Per arrivare alle periferie, che sono sempre luoghi orrendi, pericolosi e abitati da barbari; e che vanno civilizzate magari con un bel design district. Giovanni Semi ci mostra, in queste pagine caustiche e precise, quello che sta succedendo alle nostre città (e quindi al nostro mondo), che non sono piú nostre ma di chi le usa come bancomat. E ci spiega perché ciò che è bello per alcuni, per pochi, non è per niente buono e giusto per tutti gli altri.Giovanni Semi è sociologo e vive e lavora a Torino. Si è occupato di trasformazioni urbane, mutamento sociale e migrazioni. Ha pubblicato Gentrification. Tutte le città come Disneyland? (2015) e Breve manuale per una gentrificazione carina (2023). Per Einaudi ha pubblicato È il capitalismo, bellezza! L'estetica all'assalto delle città (2026).Diventa un supporter di questo podcast: https://www.spreaker.com/podcast/il-posto-delle-parole--1487855/support.IL POSTO DELLE PAROLEascoltare fa pensarehttps://ilpostodelleparole.it/

The Ken Carman Show with Anthony Lima
It's time for the semi-annual argument about Daylight Savings Time

The Ken Carman Show with Anthony Lima

Play Episode Listen Later Jul 15, 2026 13:52


Ken and Anthony try to figure out whether or not it's better to stay in permanent Daylight Savings Time, or if we should continue to change our clocks twice a year.

AdventuRetired
Empowering Kids and Parents: Phyllis Stroud's Backyard Swim Lessons in Natchitoches LA

AdventuRetired

Play Episode Listen Later Jul 15, 2026 33:49


Tell us about your Adventure!Learning to swim is a vital skill that builds confidence and safety for children. In Natchitoches, Louisiana, Phyllis Stroud has turned her backyard pool into a welcoming space where kids and parents come together to learn and grow. Semi-retired from Mary Kay, Phyllis now dedicates her part of her summer to teaching swim lessons alongside her granddaughter. Their unique approach focuses not only on the children but also on guiding parents to support their little ones in the water.

Dirt & Sprague
A WC Semi preview from our resident Englishman...can MLS ride the WC Coattails...Are we ready for the Open?

Dirt & Sprague

Play Episode Listen Later Jul 15, 2026 43:26


Our resident English soccer fan is uber-confident going into the Argentina match...can the MLS capitalize on the WC TV ratings in the US and are we ready for links golf this week?

Football, Football, Football & Sometimes Other Sports Show
FFFSOSS World Cup Daily: Spain Beat France, England vs. Argentina Semi-final Preview

Football, Football, Football & Sometimes Other Sports Show

Play Episode Listen Later Jul 15, 2026 18:06


On this episode of the Football, Football, Football & Sometimes Other Sports Show World Cup Daily, AJ Nicoletti recaps Spain's Semi-final victory over France & previews the second Semi-final England-Argentina with matchup history, team news & tactics. Twitch Streams – twitch.tv/ajnic3 YouTube Channel: https://www.youtube.com/channel/UCNlf78oZxZ1RYHFeRln80ag

The KFC Big Show
FULL SHOW: A Sporting Feast (feat. Roger Tuivasa-Sheck)

The KFC Big Show

Play Episode Listen Later Jul 15, 2026 77:52 Transcription Available


On today's show, Jase embarrasses himself at home again, Mike's cat clearly loves him and Keyzie going worldwide. Follow The Big Show on Instagram Subscribe to the podcast now on iHeartRadio, YouTube, or wherever you get your podcasts!Featuring Jason Hoyte, Mike Minogue, and Keyzie, "The Big Show" drive you home weekdays from 4pm on Radio Hauraki.Providing a hilarious escape from reality for those ‘backbone’ New Zealanders with plenty of laughs and out-the-gate yarns.Download the full podcast here:iHeartRadio Apple Spotify ROGER TIMEVASA-SHECK:(00:00) Intro: Another Semi!(04:14) Keyzie's lunch (07:10) What's On The Breakfast(11:45) Sports Headlines(14:48) The Semi!(19:06) QOTSA ARE COMING(22:05) Intro: Distracted by the game(23:45) What's On The News?(27:34) Jase's Tradie Debacle(32:02) Sports Headlines(34:50) Gifts From The Cat(39:04) Piney at Half Time!(44:02) Intro: The Bunnings Boys(46:13) Keyzie's Big Proposal(50:02) Pies That Pay(53:02) Sports Headlines(54:56) ROGER TUIVASA-SHECK(61:14) Bec Sandys Football Update!(64:27) The fellas' football wrap(67:01) Pugs saw The Odyssey(72:22) What's On Telly?Farewell! Follow The Big Show on InstagramSee omnystudio.com/listener for privacy information.

Futebol no Mundo
Futebol No Mundo na Copa #609: Inglaterra e Argentina duelam por vaga; Espanha amassa França na semi

Futebol no Mundo

Play Episode Listen Later Jul 15, 2026 67:54


No Futebol No Mundo desta quarta-feira (15), nossa equipe traz TUDO sobre o jogaço na semifinal entre Inglaterra x Argentina, que vale a última vaga para encarar a Espanha na grande decisão da Copa do Mundo. Vem com a gente! Learn more about your ad choices. Visit podcastchoices.com/adchoices

My 904 News
Man struck by Semi after running from ICE Agents

My 904 News

Play Episode Listen Later Jul 15, 2026 48:29


Man struck by Semi after running from ICE Agents

AU Wishbone: Auburn Football
14 July 2026: Semi-Warm AU Takes + If Auburn Sports were a Medication!

AU Wishbone: Auburn Football

Play Episode Listen Later Jul 14, 2026 70:28


HOT TAKE: Van and John don't feel the need to create clickbait headlines and thumbnails!  It's our usual Auburn news and fun. Plus Jarrod's Guess-the-Game and more! Van and John catch you up on the latest Auburn football and basketball news, plus Listener Questions, Guess-the-Game and more! Watch the episode on YouTube:  https://www.youtube.com/@auwishbone301/streams Be a part of the AU Wishbone Family by becoming a patron of the shows:  https://www.patreon.com/vanallenplexico Contact the show via Twitter at @AUWishbone and via email: AUWishbone (at) Gmail dot com. Brought to you by White Rocket Entertainment. www.auwishbone.com www.plexico.net

Kevin and Cory
Hour 2 - World Cup updates, AM ON THE FM, Gridiron Gravy

Kevin and Cory

Play Episode Listen Later Jul 14, 2026 40:33


11am hour of The K&C Masterpiece! Our brand-new World Cup segment: I've Got a Semi. AM on the FM. Gridiron Gravy: Top training camp storylines across the rest of the NFC East.

The Infinite Wealth Podcast
Five Real Ways Our Clients Created Their First $500 Per Month of Passive Income

The Infinite Wealth Podcast

Play Episode Listen Later Jul 14, 2026 43:51


Reserve your spot for the next Passive Income Flywheel Masterclass: 

Lance Roberts' Real Investment Hour
7-14-26 Winning Less, Investing Better

Lance Roberts' Real Investment Hour

Play Episode Listen Later Jul 14, 2026 50:33


What if the biggest advantage in today's markets isn't making more trades or winning every debate—but knowing when to step back? Lance Roberts & Jon Penn examine two powerful ideas: why constantly trying to be "right" can actually hurt investment returns, and how today's financial markets increasingly resemble gambling platforms fueled by constant speculation, options trading, prediction markets, sports betting, and cryptocurrencies. 0:00 INTRO 0:54 - Mixed Market & Heightened VIX on Semi-conductors 4:41 - Markets Trying to Breakout of Wedge 9:18 - Candid Coffee Tease 10:01 - The Challenge of Investing in Current Market 12:18 - The Velocity of Information Makes us Worse Investors 18:15 - Being an Unemotional Investor - Be Like Spock 24:08 - Don't Benchmark Portfolio to High Water Mark 24:35 - We've Been Bred to Compete 26:07 - Gamification of Markets - 7 Rules of Poker 29:19 - When Enough is Enough 34:57 - Spotting Bubbles 36:12 - Using AI for Financial Advice 40:54 - AI is Not a Fiduciary 42:55 - Burt's Question on Solo 401k's & Roths Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/K-mLdepNr6Y?feature=share ------- Watch today's "Before the Bell" premarket commentary, "Oil, Chips, and a Market at Support," https://youtu.be/rk3wl-CHUKs ------- Watch our previous show, "Why Spotting Bubbles Is So Hard" https://youtube.com/live/7bEwrd8UCHM ------- Articles mentioned in this report: "Poker (Gambling) Can Teach You To Be A Better Investor" https://realinvestmentadvice.com/resources/blog/poker-gambling-can-teach-you-to-be-a-better-investor/ 'Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ "Spotting Market Bubbles: Why History Says It's Nearly Impossible" https://realinvestmentadvice.com/resources/blog/spotting-market-bubbles-why-history-says-its-nearly-impossible/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Semiconductors #OilPrices #TechnicalAnalysis #Investing #BehavioralFinance #LongTermInvesting #RiskManagement #WealthBuilding

The Real Investment Show Podcast
7-14-26 Winning Less, Investing Better

The Real Investment Show Podcast

Play Episode Listen Later Jul 14, 2026 50:34


What if the biggest advantage in today's markets isn't making more trades or winning every debate—but knowing when to step back? Lance Roberts & Jon Penn examine two powerful ideas: why constantly trying to be "right" can actually hurt investment returns, and how today's financial markets increasingly resemble gambling platforms fueled by constant speculation, options trading, prediction markets, sports betting, and cryptocurrencies. 0:00 INTRO 0:54 - Mixed Market & Heightened VIX on Semi-conductors 4:41 - Markets Trying to Breakout of Wedge 9:18 - Candid Coffee Tease 10:01 - The Challenge of Investing in Current Market 12:18 - The Velocity of Information Makes us Worse Investors 18:15 - Being an Unemotional Investor - Be Like Spock 24:08 - Don't Benchmark Portfolio to High Water Mark 24:35 - We've Been Bred to Compete 26:07 - Gamification of Markets - 7 Rules of Poker 29:19 - When Enough is Enough 34:57 - Spotting Bubbles 36:12 - Using AI for Financial Advice 40:54 - AI is Not a Fiduciary 42:55 - Burt's Question on Solo 401k's & Roths Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/K-mLdepNr6Y?feature=share ------- Watch today's "Before the Bell" premarket commentary, "Oil, Chips, and a Market at Support," https://youtu.be/rk3wl-CHUKs ------- Watch our previous show, "Why Spotting Bubbles Is So Hard" https://youtube.com/live/7bEwrd8UCHM ------- Articles mentioned in this report: "Poker (Gambling) Can Teach You To Be A Better Investor" https://realinvestmentadvice.com/resources/blog/poker-gambling-can-teach-you-to-be-a-better-investor/ 'Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ "Spotting Market Bubbles: Why History Says It's Nearly Impossible" https://realinvestmentadvice.com/resources/blog/spotting-market-bubbles-why-history-says-its-nearly-impossible/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Semiconductors #OilPrices #TechnicalAnalysis #Investing #BehavioralFinance #LongTermInvesting #RiskManagement #WealthBuilding

Football, Football, Football & Sometimes Other Sports Show
FFFSOSS World Cup Daily: France vs. Spain Semi-final Preview

Football, Football, Football & Sometimes Other Sports Show

Play Episode Listen Later Jul 14, 2026 15:04


On this episode of the Football, Football, Football & Sometimes Other Sports Show World Cup Daily, AJ Nicoletti previews the first Semi-final of the 2026 FIFA World Cup & breaks down France-Spain with matchup history, team news & tactics. Twitch Streams – twitch.tv/ajnic3 YouTube Channel: https://www.youtube.com/channel/UCNlf78oZxZ1RYHFeRln80ag

GAA on Off The Ball
FOOTBALL POWER RANKINGS: "They've been dogs on the ground!" | Mayo hammer Louth | Stat of the week?

GAA on Off The Ball

Play Episode Listen Later Jul 14, 2026 51:55


Mick McCarthy, Tommy Rooney and Matthew Brennan are back to discuss this week's football power rankings following the Semi finals that sent both Louth and Dublin packing. The Power Rankings on Off The Ball, with Harvey Norman, Official Stats Sponsor of the GAA

The KFC Big Show
FULL SHOW: Cracking A Semi

The KFC Big Show

Play Episode Listen Later Jul 14, 2026 69:25 Transcription Available


On today's show, Jase is saving you cash, Mike asks the ethics of buffets and Keyzie's working hard out back. Follow The Big Show on Instagram Subscribe to the podcast now on iHeartRadio, YouTube, or wherever you get your podcasts!Featuring Jason Hoyte, Mike Minogue, and Keyzie, "The Big Show" drive you home weekdays from 4pm on Radio Hauraki.Providing a hilarious escape from reality for those ‘backbone’ New Zealanders with plenty of laughs and out-the-gate yarns.Download the full podcast here:iHeartRadio Apple Spotify TIME FOR A SEMI:(00:00) Intro: Ol Smooth Keyzie (04:21) Opening the cafe(07:23) Closing the cafe(12:03) Sports Headlines(14:12) Trade of the day(17:14) What's On The News?(21:28) Intro: Kick off!(23:36) Buffet chat(28:02) Your thoughts on buffet ethics(31:32) Sports Headlines(34:41) Pies that pay!(37:44) Jason Pine on the Semi!(42:53) Intro: BREAKING NEWS(44:04) QOTSA(47:11) Cash savers with the Jizzbot(51:42) Sport Headlines with Brin Rudkin(54:40) PIE DRATION BREAK(57:28) Keyzie's rents are comin' to town (61:30) Beerfest is back!(63:34) What's On Telly?(68:12) Farewell! Follow The Big Show on InstagramSee omnystudio.com/listener for privacy information.

Writers Bloc
World Cup Semi's + MLB All Star Break

Writers Bloc

Play Episode Listen Later Jul 14, 2026 47:36


Daniele Franceschi and Zack Bodenstein kick off the hour with Footy Prime's James Sharman. They discuss last week's Quarter Finals, including England's surprising win over Norway and whether this might be their year. They preview today's semi-finals, particularly the anticipated clash between Spain and France, and analyze key players. Sharman shares his thoughts on England's match against historic rival Argentina and strategies to contain Messi. Next, MLB Network's Adnan Virk (25:37) joins to discuss the home run derby and the atmosphere in Philadelphia. He also talks about the potential for Toronto to host an all-star game and how Justin Verlander should be utilized tonight. The hour closes with listener text line interactions. The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the position of Rogers Sports & Media or any affiliate.

SBS Hakha Chin - SBS Hakha Chin
Tu kum World Cup ah hnu kham a tha bak mi Spain le France cu semifinal ah an i tong lai.

SBS Hakha Chin - SBS Hakha Chin

Play Episode Listen Later Jul 14, 2026 5:28


2026 Fifa World Cup semi-final kan phan cang. Nifatin World Cup thawngpang rak ngai ve. Semi-final ah a tong dingmi hna cu France le Spain, cun Argentina le England an si.

SBS Maltese - SBS bil-Malti
Franza u Spanja f'logħba mill-aqwa fis-semi finali tat-Tazza tad-Dinja

SBS Maltese - SBS bil-Malti

Play Episode Listen Later Jul 14, 2026 4:49


Is-semi-finali tat-Tazza tad-Dinja waslu, bi Franza u Spanja lesti li jerġgħu jqajmu waħda mir-rivalitajiet kbar tal-futbol internazzjonali. Nagħtu ħarsa aktar mill-qrib lejn l-aħħar aħbarijiet tat-timijiet li se jilagħbu għada u l-Ħamis fis-semi-finali.

The BOB & TOM Show Free Podcast
The BOB & TOM Show - July 13, 2026

The BOB & TOM Show Free Podcast

Play Episode Listen Later Jul 13, 2026 173:12


The BOB & TOM Show — July 13, 20266:00 Hour Chick out, Jeff in; Kristi out, Hooker in Toast with Heywood Tampons difficult to find in the Bahamas Tom got in the wrong car again Jeff is going to shave his beard Highway traffic safety discussion Jeff's license plate was swapped Tom takes photos of license and insurance card Letter: Friend with a septic pumping business found a pair of dentures Letter: Man Quiz Josh explains what a hex wrench is Tom asks what KBB is Josh: "Can we get some men in here?" Loading the dishwasher Quizzing each other Letter: My daughter and I were attacked by mosquitoes The money piece Sports Tom learned you don't have to scan a bag of ice Tom is very picky about ice Pemplin shirt Diva cup discussion Letter: Saw a colostomy dance in a hotel lobby Letter: Women can't make machine gun noises with their mouths Letter: Grandpa spit out his dentures from a car window Largest group of people wearing bald caps with Pitbull Man severely injured after being flipped into the air by a bison Tom shops for a waffle iron Customer dies in a grocery store; carts and umbrellas used for privacy while shoppers continue shopping Everything shower and self-care discussion Claw clip discussion Jeff: No one would want his sperm, even if he paid them Florida python hunt discussion After heavy rainfall in China, 900 king cobras are loose "Snake Farm" discussion Study: People who frequently view pornography tend to report higher rates of depression Letter: School janitor of 35 years found many retainers Today in History Jess thinks she can make a butter-dipped ice cream cone Man partially sucked out of an airplane window; passengers save him Josh found $900 while working at a theater Letter: Tried grandpa's chewing tobacco Jess: Giraffes can do simple math Semi driver arrested for driving under the influence of wine 7:00 Hour8:00 Hour9:00 Hour Learn more about your ad choices. Visit podcastchoices.com/adchoices

TwoBrainRadio
How to Add Small Group Training to a Large Group Gym

TwoBrainRadio

Play Episode Listen Later Jul 13, 2026 45:14 Transcription Available


Semi-private training is one of the most talked about revenue plays in the fitness industry, but there's rarely a clear roadmap for adding it to an already packed group training schedule.In this episode of “Run a Profitable Gym,” John Franklin sits down with Jamie Warren, CEO of Iron Tribe Fitness, who took his gyms from nearly 100% group training revenue to a 50/50 split with small group—without blowing up his schedule or losing his culture in the process.Jamie explains how he made the change: identifying which coaches and clients to beta test with, protecting the schedule with a “do no harm” approach, and using client demand to decide which class slots to convert.He also shares real stats, including how average revenue per member nearly doubled and why net margins ended up roughly twice as high even with a similarly-sized member base.Tune in to learn how to build a semi-private, small group training program that adds real value for clients and for your business.➖➖➖How much revenue does your gym generate per session? Measure your RPS against the healthy $200 benchmark and find out what to change if you're not there yet: https://twobrain.co/4wv2VDk LinksRate Per Session Calculator Gym Owners UnitedBook a Call0:00 - Why Iron Tribe added semi-private4:15 - Building the beta test with existing coaches9:40 - The webinar launch and first 100 members16:20 - Protecting the schedule during the transition22:05 - The revenue and margin results28:30 - Advice for gym owners on the fence

The Offensive Third
We're on to the Semi's

The Offensive Third

Play Episode Listen Later Jul 13, 2026 71:37


Send us Fan MailCobalt, Jules, Asher and Ryan are back to discuss the quarter finals and the semis as we have our top 4 ranked teams in the world playing in the semis. You'll get a review of the chaos that has ensued - Argentina's easy route, England's grit, France's domination, Spain making it happen without much from Yamal, and Switzerland and Egypt's unlucky breaks.  All delivered with fun and just a pinch of inuendo. 

Trivela
#248 - França, Espanha, Inglaterra e Argentina: As 4 Melhores Seleções na Semi da Copa

Trivela

Play Episode Listen Later Jul 13, 2026 68:28


França, Espanha, Inglaterra e Argentina: as semifinais da Copa reunem também os quatro primeiros colocados no ranking da Fifa. Isso não é muito comum e ajudou que a Fifa elaborou o sorteio para que esses times só se enfrentassem na semifinal, se chegassem até lá. E chegaram.SEJA MEMBRO! Seu apoio é fundamental para que o Meiocampo continue existindo e possa fazer mais. Seja membro aqui pelo Youtube! Se você ouve via podcast, clique no link na descrição para ser membro! https://www.youtube.com/channel/UCSKkF7ziXfmfjMxe9uhVyHw/joinNEWSLETTER! Nossa newsletter chega toda sexta aberta a todos com nossos textos sobre o que rolou na semana, e às terças com conteúdo apenas para assinantes: https://newsletter.meiocampo.net/Conheça o canal do Bonsa sobre Football Manager, BonsaFM: https://www.youtube.com/@BonsaFMConheça o canal do Lobo sobre games, o Próxima Fase: https://www.youtube.com/@Proxima_FaseConheça o canal de Leandro Iamin sobre a seleção brasileira, o Sarriá: https://www.youtube.com/@SarriaBrasil

SemiWiki.com
Podcast EP355: An Overview of the Q126 Electronic Design Market Data Report with Wally Rhines

SemiWiki.com

Play Episode Listen Later Jul 13, 2026 13:52


Daniel is joined by Wally Rhines, CEO of Silvaco to discuss the Electronic Design Market Data report that was just released. Wally is the industry coordinator for the EDA data collection program called EDMD. SEMI and the Electronic System Design Alliance collect data from almost all of the electronic design automation companies… Read More

VSiN Best Bets
VSiN Weekend Morning Line | July 12, 2026 | Hour 2

VSiN Best Bets

Play Episode Listen Later Jul 12, 2026 45:18


In this hour of VSiN Weekend Morning Line, hosts Will Hill and John Jastremski are joined with Joe Malfa who helps the hosts talk about the World Cup Quarter and Semi finals. The hosts go over All Star Weekend for the MLB in Philadelphia. Jensen Lewis also joins the show and helps talk about the MLB slate for Sunday. John and Will wrap up the hour with a Scottish Open update and preview the Open Championship. Get instant access to expert picks, public betting splits data, and pro betting tools when you join VSiN pro. You can take 17% off an annual subscription when you use promo code: POD26. Click Here to get started. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Psychoanalysis On and Off the Couch
From Couch to Page: The Craft of Psychodynamic Case Writing with Aner Govrin, PhD (Tel Aviv)

Psychoanalysis On and Off the Couch

Play Episode Listen Later Jul 12, 2026 57:41


"We have a trove of treasure. These are the case studies, and we need the case studies - these are the flora and fauna of our field. This is how we work. We work by reading case studies and they enrich us. Not only do they enrich the community, but they also enrich us as therapists who write their case studies, and they get to be involved in deeper layers of the actual case study. When we write a case study we are in a better position to understand the patient, and we are in a better position to convey that knowledge to the psychoanalytic community. But as you said, it's a big challenge. Psychodynamic case studies belong to the genre of creative nonfiction. They are like memoirs, biographies, all are based on truth and imagination. This dual form of truth, what actually happened and imagination, is very important to our genre. But we are different from those who write memoirs or biographies, because we have responsibility to our patients and to our community."  Episode Description: Aner views case reports as the Rosetta Stones of our field. We discuss the nature of the 'creative non-fiction' that is inherent in writing about the nuanced, intimate and affectively alive experience that is dynamic treatment. He shares his commitment to maintaining "responsible creativity" in writing about this work and always keeps in mind protecting the dignity of the patient. Aner recognizes the vulnerability that the therapist also undergoes in revealing themselves to the reader and alerts us to "clinical narcissism" - the temptation to exhibit oneself in place of sharing the authenticity of the clinical encounter. He presents the different phases of a deepening treatment along with the understanding that they are inherently schematic and removed from the aliveness of the dyad. He shares vignettes that are understood through a Kleinian, Winnicottian and Relational lens and closes noting that "effective clinical writing is as much an art as a science requiring technical proficiency, creative insight and literary skills." Our Guest: Aner Govrin, PhD, is a psychoanalyst, philosopher, and clinical psychologist. He is the director of a doctoral program, "Psychoanalysis and Hermeneutics," at The Program for Hermeneutics & Cultural Studies, Bar-Ilan University. He is a member of the Tel-Aviv Institute for Contemporary Psychoanalysis (TAICP) and Editor of the Routledge series Introductions to Contemporary Psychoanalysis. He also conducts workshops on psychodynamic case-study writing and on a range of psychoanalytic topics at the Tavistock, as well as in training programs in the United States, England, China and Israel.  Recommended Readings:  Amir, D. (2016). Studium and punctum in psychoanalytic writing: Reading case studies through Roland Barthes. Psychoanalytic Review, 103(1), 51–65.   Bernstein, S. B. (2024) The Process of Case Writing: A Fourth Pillar of Analytic Training. Journal of the American Psychoanalytic Association 72:267-294   Boesky, D., Barros, E. R., & Chabert, C. (2013). What does the presentation of case material tell us about what actually happened in an analysis and how does it do this? International Journal of Psychoanalysis, 94, 1129–1134.   Gabbard, G. O. (2000). Disguise or consent: Problems and recommendations concerning the publication and presentation of clinical material. International Journal of Psychoanalysis, 81(6), 1071–1086.   Govrin, A. (2025) Responsible Creativity: Combining Clinical Report and Literary Writing in the Psychodynamic Case Study. Psychoanalytic Psychotherapy 39:20-39   Govrin, A. (2026). The Craft of the Psychodynamic Case Study: A Practical Guide, Routledge.   Ogden, T. H. (2021). Analytic writing as a form of fiction. Journal of the American Psychoanalytic Association, 69(2), 221–223.   Piccioli, E., Rossi, P. L., & Semi, A. A. (Eds.). (1996). Writing in psychoanalysis. Karnac Books.

In The Draft Show - NASCAR Talk
Toyota Keeps Winning. And a Semi-Made-Up Rivalry.

In The Draft Show - NASCAR Talk

Play Episode Listen Later Jul 12, 2026 65:52 Transcription Available


(00:00:00) Welcome to the Draft with Wilson and Scotty Oss (00:00:28) Fireworks and Cat Troubles (00:01:29) NASCAR's Return to Chicagoland Speedway (00:03:00) The Race and Its Strategy (00:05:25) Toyota's Dominance and Track Position (00:06:16) North Wilkesboro Night Race and World Cup Avoidance (00:07:59) Austin Hill and SFG Incident (00:15:30) Carson Hocevar and Driver Aggression (00:19:17) Chicago Land Ratings and NASCAR's Future (00:27:40) NASCAR's Television Ratings and Growth The return of Chicagoland saw multiple leaders - but Toyota still won out in the end. We discuss whether the move back to an intermediate track worked, the kinda-sorta rivalry with SVG and Austin Hill, the latest NASCAR News - and our Picks for Atlanta.The Rundown:- Chicagoland - another Toyota shootout in the end- Did the Chicago oval work? Good crowd...less than good ratings- SVG - Austin Hill - why do the bad drivers keep beefing with the road course experts?- NASCAR Standings - the battle for the final playoff spots remains intense- NASCAR News:- Steve O'Donnell says everyone wants to broadcast more races. If only more people wanted to watch them - The ESPYs are still apparently a thing- NASCAR holding public memorial for Kyle Busch in October with some interesting details. Let's hope they do it right.- Sponsor News- Atlanta! Our Paint Scheme Preview and Picks.Find the latest episodes at InTheDraftShow.com, follow on Bluesky and Instagram @InTheDraftShow – and like the show on Facebook at facebook.com/InTheDraftShowThanks for listening!

The Adam Friedland Show Podcast
Three Semi's | The Beautiful Pod

The Adam Friedland Show Podcast

Play Episode Listen Later Jul 11, 2026 53:41


Adam is joined by Elliot Smith and producer Sam to talk the remaining quarter final matches and review France vs. Morocco.Host: Adam FriedlandCohost: Sam SerxnerGuest: Elliot SmithExecutive Producers: Adam Friedland, Marc Fineman, and Mason KleinWriters: Adam Friedland and Sam SerxnerProducers: Sam Serxner, Julia Cassidy, and Chris WholersEditor: Jon RoemerStudio Tech: Adam Tarin--See Adam on tour https://theadamfriedland.show/pages/tour--JOIN THE FRIEDLAND FAMILY FOUNDATION / PREMIUM SUBSCRIPTION:https://www.youtube.com/@TheAdamFriedlandShow/join--Patreon: https://www.patreon.com/cw/TheAdamFriedlandShow--Buy our merch: https://theadamfriedland.show/collections/new--X: https://x.com/adam_talkshowInstagram: https://www.instagram.com/theadamfriedlandshowTikTok: https://www.tiktok.com/@adamfriedlandshowclipsYouTube: Subscribe to @TheAdamFriedlandShow here:https://www.youtube.com/c/TheAdamFriedlandShowSubscribe to @TAFSClips here: https://www.youtube.com/@tafsclipsThe Ringer is committed to responsible gaming. Please visit https://fanduel.com/playwithaplan to learn more about the resources and helplines. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Franchise Freedom
Top Franchise Questions ANSWERED by a 20-Year Veteran Consultant

Franchise Freedom

Play Episode Listen Later Jul 11, 2026 56:20 Transcription Available


Franchise consultant answers YOUR top questions, the complete 2026 franchise ownership FAQ. In this special full-length episode of the Franchise Freedom Podcast, host Giuseppe Grammatico (GG The Franchise Guide) sits down to answer the most common and high-intent questions he receives daily from candidates exploring franchise ownership.This is the definitive franchise Q&A episode covering EVERYTHING a corporate executive, first-time buyer, or busy professional needs to know before investing in a franchise:

FM Talk 1065 Podcasts
Dr Bill Williams Semi Regionally Famous Weekend Weather Forecast Scale Rating - Ben Murphy Co - 7-10-26

FM Talk 1065 Podcasts

Play Episode Listen Later Jul 10, 2026 3:13


Miller and Moulton Podcast
July 9, 2026 Hour 1

Miller and Moulton Podcast

Play Episode Listen Later Jul 9, 2026 39:46


July 9, 2026 Hour 1. Rays win and David says they need to bury the Yankees now! Wimbledon has a Wild Card in the Men's Semi's. The Starting Five.

The Personal Finance Podcast
Should I Chase a Higher Savings Rate? Can We Semi-Retire in Our 40s? How Do We Rebuild After Bankruptcy? (Money Q&A)

The Personal Finance Podcast

Play Episode Listen Later Jul 8, 2026 64:15


The BOB & TOM Show Free Podcast
The BOB & TOM Show - July 7, 2026

The BOB & TOM Show Free Podcast

Play Episode Listen Later Jul 7, 2026 173:09


THE BOB & TOM SHOW – TUESDAY, JULY 7, 2026 0:00 I Like Summer – Heywood Banks0:03 Tom out – Jeff in0:05 Soccer update0:07 Jeff jokes he could be a Belgian spy 0:19 Jeff's daughter competes in the Junior Olympics0:22 Josh visited the Lake of the Ozarks0:24 Josh accidentally drank his dad's tequila water0:24 Letter – childhood M-80 prank story0:31 Josh says his grandmother's house was haunted0:34 Jeff debates whether grandma ghosts exist 0:45 More soccer news0:49 Jeff jokes about drinking after heartbreak0:49 SWR – most blood donated by a man (30 gallons)0:54 Chick talks about attending a cockfight 1:04 Letter – listener relates to Josh's recent rant1:08 Chicken wrestling discussion1:11 Letter – vampires discussion1:22 American woman rows 2,400 miles, setting a record1:24 Semi spills 40,000 pounds of hot sauce on highway1:30 Hot dog bun discussion1:35 Chick has never had an Old Fashioned cocktail1:47 Kristi's high school reunion1:50 Jeff's son has never seen The Little Mermaid1:52 Purina seeks Chief Snuggle Officer for kittens and puppies1:54 Josh recalls being dared to eat dog food by his niece1:57 Chick and his dogs enjoy eating cheese together 2:07 Disneyland's one billionth guest2:12 Favorite roller coasters2:24 Shark attack at Jones Beach, New York2:31 "Neal Seal" discussion2:31 Chick's Tasmanian Devil impression2:34 Study finds chimpanzees are attracted to crystals 2:47 Josh says he loves springtime2:50 Josh watched Big League Wiffle Ball2:51 Today in History 3:06 Chick's list of the 13 deadliest animals3:27 Jeff recalls being told he danced like Belinda Carlisle3:31 Jeff shares an unusual dog safety tip he heard on television3:37 Josh recalls startling a friend with a squid3:49 Taylor Swift and Jason Kelce rumor discussion Learn more about your ad choices. Visit podcastchoices.com/adchoices

Race Chaser with Alaska & Willam
AS11 E9 "That's What She Said" (w/ Courtney Act)

Race Chaser with Alaska & Willam

Play Episode Listen Later Jul 1, 2026 58:18


Courtney Act fills in as guest co-host this week to discuss the final challenge of the third bracket of All Stars. From the MVQ point drama with Shuga, to the lip sync performances from The RuPaul Show on VH1; Willam and Courtney have a lot of opinions. And who told the girls to wear those clown red wigs for their David Bowie inspired looks on the runway? Was it mother? The Semi-finals start next, R U ready?Listen to Race Chaser Ad-Free on MOM PlusFollow us on IG at @racechaserpod and click the link in bio for a list of organizations you can donate to in support of Black Lives MatterFOLLOW ALASKAhttps://twitter.com/Alaska5000https://www.instagram.com/theonlyalaska5000https://www.facebook.com/AlaskaThunderhttps://www.youtube.com/channel/UC9vnKqhNky1BcWqXbDs0NAQFOLLOW WILLAMhttps://twitter.com/willamhttps://www.instagram.com/willamhttps://www.facebook.com/willamhttps://www.youtube.com/channel/UCrO9hj5VqGJufBlVJy-8D1gRACE CHASER IS A FOREVER DOG AND MOGULS OF MEDIA (MOM) PODCASTSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.