Podcasts about Shakeout

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie sits down with Michael Tannenbaum, CEO of Figure Technology Solutions, to unpack the company's record quarter, its self-described "Rule of 150," and why it sees blockchain as a standardization engine for capital markets. Then, Lance Vitanza, Managing Director and Senior Research Analyst at TD Cowen, explains why the 2026 digital asset treasury shakeout has clarified the model rather than broken it—and what separates the companies built to last from the rest. Plus, Sid Coelho-Prabhu, Head of Coinbase Business, breaks down Coinbase's bet on AI agent payments, why stablecoins like USDC are emerging as the currency of agentic commerce, and how the x402 protocol could reshape the way businesses get paid. - Learn more at bullish.com. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com. - To get market-moving news delivered daily, download CoinDesk's mobile app: linktr.ee/coindeskapp. - Chapters/Timecodes: 00:00 Welcome to Public Keys 00:20 Figure's Record Quarter and the "Rule of 150" 00:50 Figure CEO Michael Tannenbaum Joins 04:05 Figure as the "Fannie Mae of Blockchain" 06:44 Cutting Diligence Costs and Fighting Loan Fraud 08:10 Unlocking $35 Trillion in US Home Equity 09:57 Responding to the Morpheus Research Report 12:16 The Digital Asset Treasury Shakeout of 2026 12:55 TD Cowen's Lance Vitanza Joins 15:00 Why Strategy Is Built for a Bitcoin Bear Market 17:02 Strive, Smarter Web and Nakamoto in the Win Column 20:00 Treasury Companies vs. Spot Bitcoin ETFs 23:19 Coinbase Bets on Payments from AI Agents 23:41 Coinbase Business Head Sid Coelho-Prabhu Joins 24:45 How AI Agents Are Already Spending Money 27:03 Why Stablecoins Are Winning Agentic Payments 30:25 Inside the x402 Payment Protocol 32:06 What Still Needs Solving in Agentic Payments

Welcome back to the Alt Goes Mainstream podcast.We sat down with Mike Trihy, Head of Portfolio Management for the Venture Growth Evergreen strategy at Wellington Management.We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin.With Prosek Partners and former Bloomberg TV journalist Deirdre Bolton as my producer, along with her team, we took over a Tiny Space cabin to hold big conversations with some of the industry's leading alternative asset managers.Wellington Management has a rich heritage as an independently owned asset manager. The firm, which has taken a research-driven approach and long-term thinking to active management in public markets and, increasingly, in private markets, is nearing its 100-year anniversary. Wellington has grown to over $1.3T in AUM and is the largest sub-advisor in the world.Mike joined from Bow River Capital to run Wellington's Venture Growth Evergreen strategy, which will focus on direct growth and venture investments, secondaries, and select fund investments. Mike brings deep expertise in the evergreen fund management space, co-founding and scaling Bow River's evergreen private markets platform and working as a portfolio manager at evergreen pioneer Partners Group.Mike and I had a fascinating discussion about the current state of evergreen funds and the venture and growth investing market. We covered:The evolution of evergreen private markets funds.The convergence of public and private investing.Lessons learned from building and managing evergreen funds at Partners Group and Bow River.The importance of portfolio construction, liquidity planning, and evergreen fund operations.Which firms are well-positioned to run and manage evergreen funds?Partnerships in asset management.How the market may shake out and why structure must match the asset, the client, and the liquidity terms. LP composition, evergreens vs. drawdowns across wealth and institutions, and the role of partnerships. What the potential wave of mega IPOs could mean for DPI, exits, and private market fundraising.BioAs lead portfolio manager for the Venture Growth Evergreen (“VGE”) strategy, Mike is responsible for overall portfolio construction and allocation of capital across direct growth and venture investments, secondaries, and select fund investments. He also oversees risk management, liquidity management, and cash flow forecasting for the evergreen fund.Prior to joining Wellington Management in 2025 Mike was a portfolio manager at Bow River Capital, where he co-founded and scaled their evergreen private markets platform while overseeing the fund's investment activity across multiple private markets asset classes. Prior to Bow River, he was a portfolio manager at Partners Group where he was responsible for portfolio construction and asset allocation for evergreen products and custom separate account mandates. He started his investment career at wealth-focused listed private equity firm Red Rocks Capital.Mike graduated from the University of Colorado with a degree in finance, and he is a CFA and CAIA charterholder.Thanks, Mike, for sharing your wisdom, expertise, and perspectives on private markets and evergreen funds.Show Notes00:00 Live from SuperReturn Berlin00:12 Meet Mike Trihy02:06 Defining the Perfect Evergreen02:27 Evergreen vs Drawdown DNA02:42 Deal Flow Isn't Everything03:01 Portfolio Construction Focus03:20 Cashflow Planning Mindset03:33 Operations and Valuations03:47 Sales and Flow Forecasting04:03 Regulation and Complexity04:11 Fiduciary Growth Discipline04:46 Do Firms Have the Toolkit05:20 Scale vs Boutique Nuances05:42 When Bottom Up Fails06:18 The Deal Flow Constraint06:44 Should There Be More07:00 Shakeout and Quality Wins08:07 No One Best Wrapper08:28 Matching Assets and Clients09:43 LP Mix and Herding Risk11:34 Evergreens Future in Wealth13:21 Public Markets DNA Advantage14:56 Partnerships and Mega IPOs17:07 Private Markets Stay Private18:52 DPI and Exit Wave Impact20:17 Public vs Private Valuations22:21 What Happens Faster Slower24:08 Closing

In today's episode, Kip dives into the rollercoaster moves in markets over the last couple of months that has now been followed by another round of all-time highs. He breaks down why, despite recent shakeouts and global turmoil, the fundamentals point toward an ongoing melt-up in equities, backed by record-breaking corporate earnings and massive liquidity on the sidelines.Tune into today's podcast to learn more,

This week on Swimming with Allocators, returning guest Chris Schelling of Aksia joins Earnest Sweat and Alexa Binns to unpack how AI, private markets, and the wealth channel are evolving. They discuss where AI may already be in bubble territory, how it's reshaping SaaS, services, and investment processes (including AI “agents” on investment committees), and why some SaaS and low-value information services are most at risk. Chris explains Aksia research-driven approach across private equity, private credit, real assets, and hedge funds, and shares why he's skeptical of layered SPV “sandwiches” and headline-driven fear around private credit. The conversation explores the democratization of alternatives for wealthy clients, the role of content as a strategic edge for allocators, challenges in structuring venture access products, and why early-stage technical venture and quantum computing are compelling. Chris closes with advice for newer professionals: in a world of AI tools, differentiated relationships, networks, and deep domain expertise matter more than ever. Also, Nick Cassin explains how Sidley's secondary practice spans multiple asset classes and deal types, highlights the growing role of secondaries in venture (including GP‑leds and LP trades), and shares how Sidley's breadth, commercial mindset, and experience help clients navigate complex liquidity and continuation vehicle structures. Highlights from this week's conversation include: Chris Schelling Returns & Aksia Career Move (0:13) Why To Be Skeptical of AI Valuations & Bubbles (2:26) How AI Is Reshaping SaaS, Services, and Credit (6:48) Using AI for Diligence, Memos, and Investment Committees (11:29) Behavioral Coaching and Training Analysts With AI (15:06) SPVs, SPV “Sandwiches,” and 2008-Style Layering Risk (19:58) Checklist Ideas for Evaluating SPVs and Access Claims (29:24) How Mega RIAs Are Building Private Markets Platforms (36:38) Strategic vs Tactical Allocations Across Private Markets (41:38) Product Diversity Needed Across RIAs and Client Segments (44:08) Segmenting Venture: Seed, Growth, and Late Stage Dynamics (47:52) Crystal Ball on Venture, Deep Tech, and Quantum Computing (49:39) Skills for Young Investors: Networks, Relationships, and Domain Expertise (54:22) Where To Read Chris's Research and Writing (55:13) Aksia is a global private markets investment advisory and research platform with deep expertise across private equity, private credit, real assets, and hedge funds. The firm advises institutional investors globally and also manages discretionary capital through customized funds-of-one, co-investment vehicles, fund-of-funds, and wealth-oriented private markets solutions. Aksia is known for its open architecture model, broad GP relationships, and rigorous diligence culture across alternative assets. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

Olivia Vande Woude is Tokenization Lead at Ava Labs. She joins host Aaron Stanley at Bitso's Stablecoin Conference in Mexico City to discuss why distribution, not issuance, is the hardest problem left to solve in tokenized real world assets. We talk through Open Trade's B2B2C stablecoin yield model gaining traction across LATAM and APAC, a coming wave of consolidation among crypto neobanks and card issuers, and why real utility metrics matter more than vanity numbersYou can connect with Olivia on LinkedinSubscribe to Bits and Borders on Substack-------------------------------------------------Bits and Borders is presented by SumsubSumsub recently released its fourth annual State of the Crypto Industry report. The new research reveals how digital asset companies are balancing fraud prevention, regulatory pressure, and user experience as they scale in 2026. This report draws on Sumsub's internal data from 2024–2025 and insights from 300 crypto companies surveyed outside Sumsub's customer base.Read the full report here: ⁠

Welcome to the VRA Investing Podcast. In today's episode, Kip Herridge breaks down a turbulent day on Wall Street, where the NASDAQ suffered a significant drop, while small caps and the Dow fared better. Kip Herridge explores the forces behind these counter-trend moves in markets, oil, and the US dollar, and makes a bold prediction about a coming “rug pull” that could send interest rate-sensitive assets soaring. He discusses why he believes current narratives about inflation and rising rates don't make economic sense, previews key upcoming inflation data, and shares his outlook on sectors like tech, housing, gold, and favorites like Tesla. Whether you're a seasoned investor or just getting started, tune in as Kip Herridge shares his insights on market rotation, portfolio strategy, and the potential for a powerful rally just around the corner.

A lot of multifamily operators made money during the easy years. Mark Shuler says today's market is exposing who can actually operate. In this episode, Mark shares what it really takes to manage over 4,200 apartment units in a difficult market environment. He explains how his vertically integrated company handles management, construction, supply chains, and operations while adapting to flat rents, tenant fraud, and rising pressure across multifamily housing. Mark also talks about how AI is changing the business, why retention matters more than churn right now, and why he believes the next two years may create major acquisition opportunities for experienced operators. Key topics discussed: Going from architecture into apartment investing Building a vertically integrated multifamily company Managing over 4,200 units in Houston Using AI for due diligence and tenant screening Why operations matter more than ever Challenges with tenant fraud and concessions Distressed multifamily opportunities ahead Why experienced operators may benefit in the next cycle Guest Information: Mark Shuler SGRE Investments Website: sgrinvestments.com Call To Action: Visit sgrinvestments.com to connect with Mark Shuler and learn more about multifamily investing and operations.

Daily Snippet vom 09.06.2026 Am Freitag wurde der Chipsektor massiv abverkauft. Über eine Billion Dollar Marktwert wurde aus dem Markt gelöscht und sofort kamen die Bubble-Rufe. Am Montag drehte der SOXX wieder 5 bis 6 Prozent nach oben. Für mich zeigt das: Wer nur auf Tageskerzen reagiert, läuft den Emotionen hinterher. Warum ich die Lage differenzierter sehe, liest du im heutigen Blog: https://www.julianhosp.com/de/blog/daily-snippet-09-06-2026 —— ♦️ DEEP DIVE, PORTOFOLIO, STRATEGIEN Inner Circle: https://products.i-unlimited.de/inner-circle —— Folge mir für ehrliche Finanz-Einblicke!   Montag bis Freitag: Dein persönliches Finanz-Audio. Kompakt, klar und mit den wichtigsten Marktinfos für deinen Vorsprung:

In today's episode, Kip breaks down a turbulent Friday in the markets, where a brutal selloff sent shockwaves through major sectors but also revealed underlying signals of opportunity. From a rare 39% spike in the VIX to sharp declines in semiconductors, gold, and bitcoin, Kip explores why volatility is the true price of admission in bull markets and why panic selling may be the biggest mistake investors can make right now. With insights on recent jobs data, upcoming IPOs, and critical market indicators, this episode is packed with the actionable analysis and contrarian perspective you need to navigate today's market chaos and prepare for the opportunities ahead. Tune into today's podcast to learn more

Dan Green is a trail athlete for Salomon who grew up running in West Virginia, spent years working at a running shop, and recently finished Cocodona 250 — a race he'd wanted to do for years before finally deciding to stop waiting. In this conversation, Dan talks about how running has given him everything that matters in his life, what it actually took to get sponsored, and why being yourself is both the simplest and hardest thing to do in this sport.Topics covered:How Dan got into running (his football teammates basically told him to leave)Going from college cross country with no track program to chasing a pro careerWhy he was anti-trail in college and what changed thatHis first ultra: a 24-hour race on a concrete loop with zero planEarly results at Black Canyon and Javelina and when he started thinking pro was possibleSetting realistic goals versus big swinging onesCrewing his buddy Ryan at Cocodona before deciding he had to do it himselfWhat it's actually like to be on mile 120 and know you have more left than you've runHow running has given him his college, his fiancée, his friendships, and his careerThe path to getting sponsored and why the East Coast made it harderWhy Cocodona's live stream changed everything for his visibilityBargain Boys Media and why unpolished content fits trail runningShoe fitting guidance from someone who's spent years doing itThe gravel shoe category and who it's actually forHis high school coach Lance Pledger and what real belief looks likeAdvice for runners curious about going longerStay connected: Dan on Instagram: https://www.instagram.com/danisgreen/?hl=enThis episode is supported by:Precision Fuel & Hydration - Dial your fueling in this year. Use code “LONGRUN26” for 15% off your first order at www.precisionhydration.com.Boulderthon - Our favorite Colorado race event with a variety of distances. Use code FTLR2026 for $20 off the marathon or half marathon when you register at www.boulderthon.org.Tifosi Optics - If you've been curious, now's a great time to try them. Head to tifosioptics.com and use code FTLR2026 to tell ‘em i sent you!If you're in Boulder for BolderBoulder week, come hang with us at two community events:• Thursday, May 21 at Skratch Labs Table: free shakeout run with Chelsea Sodaro and the MomForward Movement benefiting For All Mothers, followed by a live FTLR panel with Chelsea and Kara Goucher. Raffle prizes from On, Coros, Rapha, and Oiselle. Learn more here: https://www.movemint.cc/events/momforward_movement_unlockingyes• Friday, May 22 at Otto and Co on Pearl: “Fueling the Long Run,” presented by ProBio and FTLR with Hillary Allen, Charlie Sweeney, and Dr. Marc Bubbs. Shakeout at 6:30 p.m., panel at 7:15 p.m. Proceeds benefit the Colorado Athletics Project. Learn more here: https://www.movemint.cc/events/probio-fueling-the-long-run

May 18, 2026 - Season 16, Episode 137 of The Terrible Podcast is now in the can. In this Monday morning show, Alex Kozora and I get right into discussing the official return of Pittsburgh Steelers QB Aaron Rodgers for the 2026 season. With Rodgers now officially back, Alex and I discuss his reported new one-year contract after first discussing how things ultimately played out with him just like many of us expected. Is it really worth constantly rehashing how and why the Steelers got to this expected point with their 2026 QB room? The fact of the matter at this point is that Rodgers is now back and he's present for the start of OTAs. How will things now shake out for Steelers QB Will Howard when it comes to the Week 1 depth chart at his position? Is he really the favorite to not make the 53-man roster this year as one of three kept quarterbacks? I explain that my wish is for Howard to be one of the Steelers three quarterbacks for 2026, assuming only three open the season on the roster. Alex and I discuss what the best worst-case scenario for the 2026 Steelers might be at this point with Rodgers now officially back in the fold. Will HC Mike McCarthy pull the plug on Rodgers before the end of the season should the team find itself officially out of the playoff picture come December? We discuss that question and several more related to Rodgers and the Steelers 2026 QB depth chart. The Steelers 2026 OTAs get underway on Monday so ahead of the first session taking place, Alex and I go over several things we look forward to learning by the end of the first three practices. This 83-minute episode also discusses several other minor topics not noted in the recap above and we make sure to answer a few listener emails we have received to close out this show. steelersdepot.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Teddy Bross is a practicing family medicine physician at Highpoint Direct Care where he focuses on the treatment of athletes and active adults in Colorado and select surrounding states. He is an avid mountain ultra trail athlete, husband and father. Happiest in the company of friends and indulging in small joys, Dr. Teddy is a seeker of wild flowers, avid reader and consumer of poetry, and frequent DIY project manager, including the building of a dreamy Finnish basement sauna.In this episode, Teddy and Jon talk about the massive gaps that exist in traditional medicine for endurance athletes and why so many runners are struggling with fatigue, low energy availability, recurring injuries, and burnout without getting meaningful answers.They dive into the realities of modern healthcare, why most runners wait too long to seek help, and how Teddy approaches athlete care differently through direct primary care. The conversation also explores ferritin and iron deficiency, underfueling, GI issues in endurance sports, why so many athletes are chronically exhausted, and how curiosity plays a role both in medicine and in running.Teddy also shares stories from pacing David Roche at Leadville, witnessing the emotional moment at Foresthill during Western States, and what excellence really looks like behind the scenes.This episode is a deep look at athlete health, performance, consistency, and the systems that either support or fail runners trying to stay healthy long term.Stay connected: Learn more about Highpoint Direct Care: https://www.highpointdirectcare.com/aboutusDr. Teddy Bross on Instagram: https://www.instagram.com/run.doctor/This episode is supported by:Precision Fuel & Hydration - Dial your fueling in this year. Use code “LONGRUN26” for 15% off your first order at www.precisionhydration.com.Boulderthon - Our favorite Colorado race event with a variety of distances. Use code FTLR2026 for $20 off the marathon or half marathon when you register at www.boulderthon.org.Good Ranchers - Better training starts with better inputs. Good Ranchers delivers high-quality, American-sourced meat and seafood so you can stay consistent with your protein and iron. We heard you! The code IRON is now worth $40 and offers the ability to try out a box before subscribing, but if you want to jump in on a subscription you get $100 off the first three months (total) plus a free bonus protein. Visit goodranchers.com to start shopping!Tifosi Optics - If you've been curious, now's a great time to try them. Head to tifosioptics.com and use code FTLR2026 to tell ‘em i sent you!If you're in Boulder for BolderBoulder week, come hang with us at two community events:• Thursday, May 21 at Skratch Labs Table: free shakeout run with Chelsea Sodaro and the MomForward Movement benefiting For All Mothers, followed by a live FTLR panel with Chelsea and Kara Goucher. Raffle prizes from On, Coros, Rapha, and Oiselle. Learn more here: https://www.movemint.cc/events/momforward_movement_unlockingyes• Friday, May 22 at Otto and Co on Pearl: “Fueling the Long Run,” presented by ProBio and FTLR with Hillary Allen, Charlie Sweeney, and Dr. Marc Bubbs. Shakeout at 6:30 p.m., panel at 7:15 p.m. Proceeds benefit the Colorado Athletics Project. Learn more here: https://www.movemint.cc/events/probio-fueling-the-long-run

In this special cross-over episode with our sibling podcast, The Shakeout over at Canadian Running, host John Gay speaks with sport science writer Alex Hutchinson about the high-carb fuelling revolution that endurance sports are experiencing. Hutchinson remarks that cycling has a notable role in the latest craze. Check out the discussion that applies to marathon runners, Tour de France riders, and even cyclists like you. Also, editors Matthew Pioro, Matt Hansen and James Bunga, who is finishing up his time in northern Europe, look back on the Classics.

WBZ NewsRadio’s Jay Willett reports.See omnystudio.com/listener for privacy information.

✔️ Bitcoin Continues Tracking business cycle ✔️ What if the quantum FUD was the final shakeout.✔️ Bitcoin's whale-versus-retail delta signals ✔️ The new record for the most consecutive red months is cancelled!✔️ Bitcoin monthly Bollinger band squeezing tighter than it has ever squeezed in its entire history.✔️ Deviation from the Power Law has reached an extreme.✔️ SBR update ✔️ US Treasury has officially begun rolling out rules for the GENIUS Act✔️ SEC approves listing of options on multi-crypto commodity trusts on NYSE✔️ BlackRock just amended its S-1 for the iShares Bitcoin Premium Income ETF ($BITA).✔️ Sources:► https://x.com/cryptorand/status/2039357128708894964► https://x.com/notgrubles/status/2039427032522559835?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinnewscom/status/2039425565933920651?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinisaiah/status/2039347130389647682?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/cantonmeow/status/2039291277879959985?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/snz_btc/status/2039127286864072749?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bulltheoryio/status/2039406049229438994?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bulltheoryio/status/2039391531472490583?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/absgec/status/2039400038061731861?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/cointelegraph/status/2039392379572981935?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://startupfortune.com/sec-approves-nyse-arca-options-trading-for-multi-crypto-trusts/► https://x.com/bitcoinnewscom/status/2039403806329286744?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

Private lending has expanded rapidly over the past decade as banks pulled back from parts of the corporate market. The result has been a surge of capital chasing income, but the speed of that growth is also raising questions about how the sector will perform when the cycle eventually turns. In this episode of the Rules of Investing podcast, Privity Credit Managing Partner Ryan Donnar explains why lending outside the banking system is far from a one-dimensional asset class. He also outlines where crowding is emerging, why structure matters more than yield, and the key questions investors should ask before allocating capital. Please note, this interview was recorded Tuesday, 24 February 2026

Thomas and Karl are back from South Korea, where they got an up-close look at the all-new On Lightspray factory, full of droids producing a whole army's worth of running footwear. They cover the entire trip while Robbe defends Spirit Airlines to the death and Meg gives a preview of her upcoming weekend with ASICS and the Los Angeles Marathon 100 Women Challenge. Thomas also drops the deets on the upcoming Mount to Coast BITR H1 release.SUPPORT OUR SPONSORSSOAROnly for Drop listeners, SOAR is giving away $300 in gear and apparel to TWO lucky winners. Their apparel is the best in the industry and their 1-Month Guarantee allows you to shop with total peace of mind – run for 1 month in your new apparel – test it in full – and if you're still not satisfied you can return it, used, for a full refund. No questions asked. Ship worldwide, with all orders delivered direct-to-the-customer without any additional duties or taxes – no post-checkout surprises. Orders over $180 ship FREE. Enter the giveaway here: https://www.soarrunning.com/blogs/news/the-dropSWIFTWICKYou already know that Swiftwick makes our favorite socks for running, from training to race day. We wear them pretty much every day, whether it's the Flite XT crew or the low cut no-show. Get yourself ready for the new year and save 15% off your first purchase with code BELIEVE15: https://swiftwick.comINDEX6:12 - USATF Half Marathon Champs Women Debacle17:36 - Busan21:52 - Shakeout run first 30:08 - On Factory (just follow the convo and plug in b-roll) 53:00 - Tokyo Marathon1:04:55 - Spirit Airlines 1:13:00 - Nate Bargatze1:15:55 - Meg's LA Marathon 100 Women Challenge1:25:35 - Newport News Marathon 1:26:25 - BITR x MTC H1 Presale

Don Nesbitt shares where he thinks investors should diversify as tech and software continue to fall over AI disruption fears. “There may be further shakeout to go,” he says, but thinks some of these beaten-up stocks may be close to a buying opportunity. “We're getting a reset here.” He thinks the economy is in good shape overall. Don stresses that if investors look overseas, they have to keep in mind the movements of the U.S. dollar.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Welcome to episode 288 of the Women's Running podcast. I'm your host Esther Newman and she's your other host Holly Taylor. On this podcast we talk about health, politics, stuff on TV and what we ate last night. Occasionally, we talk about running.Race organisationToday, we're talking about race organisation, or lack thereof – and race start lines that we've enjoyed and not quite so much.Holly is heading full steam ahead to the startline of her next half marathon, and she has lots of thoughts and worries.Training tipsWe chat to lovely Emma Powell, one of Coopah's expert coaches about injury and downtime, and how to adjust your training if life has thrown a spanner in the works. We quiz her on training, tapering and whether we actually need to do that controversial shakeout run…Signing up to racesAfter we've chatted with Emma Powell, I come back to have a little whingeroo about the back situation. Yes, it's still going on, and yes it's been about 17 months. I talk through plans for the next couple of months while I recover, and what I do in the gym, if anyone's interested in that! But also a very silly thing I've signed up to in case I don't make it to the start line of the London MarathonJoin the pod squad!By the way, lovely listeners – brace yourself because this episode is absolutely PACKED with ads. We need the ads to survive – that's how it works. However, if you leap on to our Patreon, you can listen without these irritating interruptions. £2 a month for ad-free listening and access to our exclusive Pod Squad forum, too. Go to patreon.co.uk/womensrunning to find out more.LinksGet expert coaching with the Coopah app. Use the code WOMENSRUNNING for two weeks free, plus 20% off a year's coaching. Just head to coopah.com/womensrunning Book your running holiday with Contours Holidays. Visit contours.co.uk or call 01629 821900, and use code 30FOR30 when booking your next adventure to get £30 off per person (offer expires 28th February, terms and conditions apply). Butcombe Beer are sponsoring the Bath Half, and if you haven't got a spot in the race yet, they're giving away two entries to the (now sold out) race. Enter here, and good luck!If you're in Bath for the Bath Half in March, come along to our event, we'd love to see you!If you could be incredibly kind and fill out this quick survey we will be INDEBTED:http://bit.ly/thewomensrunningpodcast-surveySubscribe to Women's Running – and you can save 50%Setting up your own podcast? Try Zencastr – we've been using it for ages and LOVE ITDo join us on Patreon so you can come and chat in our new Pod Squad community on Discord! Go to patreon.co.uk/womensrunningEmail us at wrpodcast@anthem.co.uk with any questions or running stories Hosted on Acast. See acast.com/privacy for more information.

There is significant volatility beneath the surface of the US equity market. So what's driving these moves – and where are the opportunities for investors now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on February 9, 2026.  The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Crypto Town Hall episode (Feb 2025), hosts and guests discuss brutal market capitulation across Bitcoin, crypto, silver, and equities amid widespread despair. They debate whether Bitcoin is truly decentralized, the impact of recent Epstein-file revelations tied to Adam Back/Blockstream, shifting OG sentiment, concentration risks (e.g. MicroStrategy), and whether the "digital gold" narrative still holds. Panelists weigh value vs. utility, macro pressures, potential bounces, and whether this is healthy purging or deeper structural damage—while urging listeners to re-evaluate priors and do their own research.

Recording date: 3rd February 2026Olive Resource Capital executives Derek Macpherson and Samuel Pelaez discussed the sharp correction in precious metals markets during their February 2nd investor update, providing context for the volatility and outlining their investment strategy moving forward.Gold and silver experienced significant declines on January 30th, falling 9% and 26% respectively, effectively erasing approximately two weeks of gains. Despite this sharp correction, both metals remained positive for the month, with January ranking as the fifth-best performing month for gold since the December 2015 market bottom. The fund itself posted a 12% gain for January despite the month-end selloff.The managers characterized the correction as technical rather than fundamental, noting that key systemic risk indicators remained stable throughout the volatility. High-yield credit spreads, option-adjusted bond spreads, and overnight repo rates showed no signs of financial stress, leading them to conclude that "the plumbing of the system is working fine." They attributed the selloff to a large institutional participant unwinding positions, possibly ahead of month-end requirements, rather than any deterioration in underlying market fundamentals.Looking ahead, the managers identified upcoming fourth-quarter earnings reports from major gold producers as a significant catalyst. Beginning with Agnico Eagle on February 12th, these reports should showcase exceptional cash flow generation, with gold prices averaging $700 per ounce higher than the previous quarter. The expected announcements of dividend increases, share buybacks, and debt reduction should support equity valuations.The fund maintains heavy precious metals exposure while gradually rotating toward industrial commodities and base metals. This strategy reflects their thesis that monetary policy-driven gains in precious metals will broaden to include industrial commodities as fiscal stimulus reaches the real economy. The managers remain confident in the commodity bull market thesis, viewing the recent correction as a tactical pause rather than a trend reversal.Sign up for Crux Investor: https://cruxinvestor.com

Marty sits down with Vince Lanci to discuss the chaotic selloff in gold, silver, and Bitcoin, China's broken precious metals market structure, the geopolitical implications of the Kevin Warsh Fed nomination, and how gold is being positioned as collateral in a de-globalizing monetary order. Vince on X: https://x.com/Sorenthek STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bit.ly/4pOv2L4 Promo Code: TFTC99 Unchained https://unchained.com/tftc/ SLNT https://slnt.com/tftc Lygos: http://bit.ly/3ZtQLwp Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

Cover 2 with Blaine and Zach - Hour 2 - How the first few picks of the Draft could shakeout + Ty Simpson in the 2nd Round?See omnystudio.com/listener for privacy information.

In today's episode, Kip dives headfirst into a whirlwind week on Wall Street, unpacking everything from the sudden market downturn triggered by news of Kevin Warsh's potential appointment as Fed Chair, to lessons in smart portfolio management. You'll hear Kip break down why diversification is king, explore the wild swings in gold, silver, and Bitcoin and explain why fear and greed are an investor's greatest challenges. He shares insight on sentiment indicators, like the January barometer, and why this year could be one for the record books, despite a few bumps along the way. Kip also offers his take on geopolitical risks, including the situation around Iran, and gives practical trading advice about the best days to buy and sell. Plus, don't miss his candid analysis of the potential impact of Kevin Warsh at the Fed, why Wall Street might be overreacting, and why certain market moves signal smart buying opportunities.Tune into today's podcast to learn more.

- Trump Opens the Door to Chinese Car Plants in The U.S. - 8,000 Dealers Gone: The Brutal Restructuring of China's Auto Market - Porsche's 1,156-HP Electric Cayenne Aims to Save Its Chinese Business - India Slashes Tariffs on EU Cars To 40%—Is an Export Boom Coming? - No More Discounts? Chinese EVs Pivot to Ultra-Low Interest 7-Year Loans - China Hits 469 Million Vehicles—The Scale of The Global Leader - Why Audi Is Losing Its U.S. Plant Hopes

- Trump Opens the Door to Chinese Car Plants in The U.S. - 8,000 Dealers Gone: The Brutal Restructuring of China's Auto Market - Porsche's 1,156-HP Electric Cayenne Aims to Save Its Chinese Business - India Slashes Tariffs on EU Cars To 40%—Is an Export Boom Coming? - No More Discounts? Chinese EVs Pivot to Ultra-Low Interest 7-Year Loans - China Hits 469 Million Vehicles—The Scale of The Global Leader - Why Audi Is Losing Its U.S. Plant Hopes

Kim St. Onge leads a lively discussion on the closure of Canyon Café at Plaza Frontenac and the broader collapse of brick-and-mortar retail as chains like Macy's, Rite Aid, and Party City shut hundreds of stores nationwide. The team debates whether online convenience, inflation, or safety concerns are to blame for empty malls, while swapping personal stories about shopping habits, family trips, and the fading nostalgia of the American mall experience. #MarcCoxShow #KimOnAWhim #Retail #Economy #ShoppingTrends #TalkRadio

The EV charging industry is entering a market-rate moment. Incentives are fading in many markets, growth has slowed from the early-2020s surge, and operators are under real pressure to prove their business models. In this start-of-year episode of In-Between Charges, Kevin Spangenberg and Mike Hawks reflect on what 2025 revealed about the state of EV charging, from shifting government targets and cooling investor sentiment to the growing importance of site quality, reliability, and utilization.They unpack what the much-talked-about “shift to profitability” actually means in practice, where operators are getting it right, and why some networks are starting to pull ahead while others struggle. The conversation also turns practical: Mike and Kevin put on their investor hats and answer a simple but important question: if you had $10m to invest in EV charging today, where would you put it? A candid discussion about what really matters as the EV industry turns the page on a rocky year and looks forward to 2026. 

In the final episode of 2025, Matt Cohen and John Ruffolo reflect on a turbulent year for technology, capital markets, and Canadian innovation, while looking ahead to the forces that will shape 2026. The conversation opens with Canada's largest private startup round of the year, a $1.76B raise by Toronto based HydroStar Energy Storage, and uses it as a springboard to examine the AI shakeout now underway. John describes the sector as entering a “forest fire” phase, where overfunded and undifferentiated companies fall away, creating room for stronger, more durable players to emerge.Matt and John then explore whether 2026 will finally mark a return of major tech IPOs, or whether the regulatory burden and liquidity options in private markets will keep companies like SpaceX, Stripe, and OpenAI on the sidelines. Despite interest rate cuts, the hosts argue capital markets remain constrained and selective.The discussion shifts to Canada's strategic priorities, including a growing focus on defense technology viewed through a dual use lens of sovereignty and innovation. As talent emigration rises and domestic risk capital lags, the episode closes with a clear warning. Without addressing capital access, taxation, and long term retention, Canada risks becoming a leaky boat, losing its builders and economic future to the United States.The 2025 AI Shakeout & The 2026 Forest Fire (02:06)John predicts a period of simultaneous “carnage” and opportunity in AI, comparing the market to a forest fire that burns the weak but creates fertile ground for the strong. They debate which companies are the true “sequoias” built to last.IPO or Bust? The Reluctant March to Public Markets (04:57)With rumors swirling around SpaceX, Anthropic, and OpenAI, Matt and John explore why 2026 might see major IPOs. John argues that many are driven not by ambition, but by investor pressure for liquidity, calling it a “panacea” for fund timelines rather than a strategic goal.Rate Cuts & Stagnation: Why Cheap Money Isn't Fixing Canada's Economy (07:28)Despite multiple rate cuts in 2025, investment activity remains sluggish. The hosts diagnose a holding pattern for Canada's economy, where further cuts risk devaluing the dollar without spurring meaningful productivity gains.Bullets, Bombs, and Blockchain: Canada's New Defense Tech Mandate (08:17)Matt highlights new government funds for defense tech. John reframes the spending as critical for “physical sovereignty” in a tech-driven Cold War, emphasizing the “dual-use” nature of investments in AI, quantum, and satellite technology.Predictions for 2026: Agents, Physical AI, and Nuclear's Comeback (11:23)The hosts share their forecasts: Matt bets on AI “agents” automating complex workflows and tangible ROI finally hitting enterprise software. John is bullish on “AI meeting the physical world” through robotics and autonomous machinery, and predicts a major comeback for nuclear energy.Canada's Leaky Boat: The Capital and Talent Retention Crisis (18:32)Addressing record-high emigration, John identifies the twin failures crippling Canadian innovation: a lack of domestic risk capital at scale and an uncompetitive personal tax regime. He warns that without urgent fixes in the next budget, the brain drain will accelerate, with U.S. capital actively pulling companies and founders south.Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

AI stocks inside the Mag-7 are no longer moving in unison. We're now seeing a clear split between the names that are extremely overbought and those entering oversold, opportunity-driven territory. Apple ($AAPL) ripped to all-time highs and is now heavily deviated from its long-term means — historically a tough level to sustain. Google ($GOOGL) has been the recent "darling," but it remains extremely overbought and is beginning an early correction phase. We rebalanced our Google position back to target last week based on that setup. On the other side of the spectrum, Nvidia ($NVDA) has pulled back and is still above its 200-DMA, though the gap hasn't fully closed. Palantir ($PLTR) has triggered a buy signal, showing rotation inside the AI space. The message? When one part of the AI sector becomes stretched, opportunities often emerge somewhere else. Managing position sizes and rebalancing becomes critical into year-end. This pre-market update breaks down: • Which AI stocks are overbought • Which are resetting • Where technical setups are shifting • Why dispersion in the Mag-7 matters right now Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch the Video version of this report on our YouTube channel: https://www.youtube.com/watch?v=B8eJNdf9YTI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- 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/ #AIStocks #Mag7 #TechStocks #PreMarketUpdate #StockMarketNews

Today's show was still a technical mess IMO, but the content was GOLD. I show you STRONG BUY stocks that report earnings this week. I created a NEW scanner in Trendspider to find stocks with a Golden Cross on the weekly chart. Again - there are PLENTY of opportunities in this episode. CYBER MONDAY SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - Up to 65% off and 52 trainings for the next year. HUGE SALE saving you over $1,000. ⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE - ALPHA PICKS AND PREMIUMSave over $200⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 day trial ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alpha Picks - Save $100 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Pro - for the Pros ⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

This week I discuss AI economics and explain the details behind the AI “Bubble” we read about. Where is all this money for data centers coming from and where is it going? What are the business and economic risks of all this hyper-investment? Which vendors are likely to survive? And what's going to happen to price we pay for AI chatbots, compute resources, and apps? As you'll hear, this is a big topic for the year ahead and you'll understand why it's time to sharpen your pencil as you plan and build you big AI solutions for the year ahead. Like this podcast? Rate us on Spotify or Apple or YouTube. Additional Information Here's why concerns about an AI bubble are bigger than ever (NPR) Gen AI Is Going Mainstream: Here's What's Coming Next The Josh Bersin Company Partners with Microsoft on Copilot Tuning for HR Experts Galileo: The World's Trusted Agent for Everything HR       Chapters (00:00:00) - AI and HR Economics(00:03:41) - Will AI Cost You Any Money?(00:12:41) - The Future of AI Vendor Layoffs(00:16:27) - Employee Experience: The Future of AI

The bull market that started with generative AI is showing no signs of slowing down. Joe Fahmy, portfolio manager at Zor Capital, joins Investor's Business Daily's “Investing with IBD” podcast this week. He explains why he thinks the good times are set to continue — and the indicators that mark the difference between a shakeout and the end of a rally. Learn more about your ad choices. Visit megaphone.fm/adchoices

NAR projects membership will drop by 200K in 2026 — and with an 87% agent failure rate, the market is unforgiving. In this video, Tom breaks down the #1 roadblock stopping agents from reaching their potential — and the proven process top performers use to win. If you're ready to track your numbers, run plays that work, and build consistency, watch now.

The global cryptocurrency market has lost significant ground after reaching a record high earlier this month, with traders pulling back amid fears of deeper losses. Could things turn around soon?~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCCGuest: Tim Warren, Host of Investing BrozInvesting Broz Youtube ➜ ‪‪  @TimWarrenTrades  Follow on Twitter ➜  @timsta6753  00:00 intro00:08 Sponsor: BTCC00:45 Tim Warren01:19 Government Shutdown03:30 Trump Tariff Rally?04:08 Stock Market Tariff Pump06:33 CNBC: Bitcoin Dead?07:31 Bitcoin not over08:54 JP Morgan Buys ETH09:30 Ethereum $ETH17:14 Solana $SOL20:55 XRP 24:36 Avalanche AVAX27:48 Altcoin Season?32:15 Sui34:36 outro#Crypto #bitcoin #ethereum~Ultimate Shakeout!

In today's Crypto Town Hall, the hosts and guests dive deep into the current state of the crypto markets, focusing on Bitcoin's sharp drawdown and widespread fear among investors. The conversation aims to provide perspective on recent price volatility, ETF flows, mining dynamics, sentiment, and use cases, while also exploring the role of trading algorithms and how market cycles play out. The speakers offer data, opinions, and predictions in an accessible, casual discussion tailored for traders, investors, and crypto enthusiasts seeking clarity in turbulent times.

Macro analyst Stephanie Pomboy returns to discuss rising market volatility, record gold & silver prices, concerning failures in the private credit industry & other signs of rising systemic stress.She also takes live viewer Q&A#goldprice #creditspreads #artificialintelligence 0:00 - Gold & Silver Rally: Early Innings or Pullback Ahead?2:16 - Silver's Surge: Supply-Demand Imbalance Exposed2:45 - Gold to $22,000? Backing the Monetary Base3:24 - Bracing for Pullback: De-Risking Drags All Assets4:03 - Long-Term Bull: Hard Assets vs. Paper (S&P Ratio)5:12 - Jamie Dimon: Gold to $5K-$10K Endorsement5:54 - Adam's Caution: Nothing Moves in a Straight Line6:53 - Valuation Gap: Gold Up or S&P Down?7:12 - Stock Overvaluation: Waiting for Risk Unwind8:17 - Credit Bifurcation: Junk Yields Spike9:14 - Multi-Decade Shift: Commodities Over Paper11:45 - Hedging Gold: Fire Insurance Analogy13:06 - Prospect Theory: Losses Hurt Twice as Much14:27 - Stephanie's Stance: No Changes, Hedging Uncompelling19:15 - Resources: Hedging Help & Gold Primer22:53 - High-Yield Spreads: Market Starting to Care?23:36 - China Tariffs Trigger De-Risk: Junk Blows Out25:12 - Muted Reactions: Hooters & Red Lobster Bankruptcies29:50 - "We Don't Know How Bad": Private Credit Opacity30:40 - Bodies Floating: TriColor & First Brands Validate?35:07 - PE Proliferation: More Firms Than McDonald's40:14 - Systemic Risk: Trillions Maturing, Interest Doubled42:46 - Historical Busts: 2007 ABCP to Meltdown47:48 - AI Bubble Threat: Hype Drives S&P Fragility50:49 - Achilles Heel: 60-65% Burst Wipes US GDP55:52 - Allocations: Gold Held, Energy for AI Buildout57:01 - AI Endures: Needs Massive Power Infrastructure1:00:15 - Oil Under $60 Myth: Demand Surge Ignored1:01:01 - Tax Migration: Adam's Nevada Move1:01:53 - Stephanie's Florida Journey: NYC to Beaches1:10:05 - Follow Stephanie: Macromavens.com & Conference Tease_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

A dog died after supposedly coming into contact with meth in Ocean Beach. Today The Governors Office of Emergency Preparedness is hosting an event with a shake trailer to simulate an earthquake, for the Great California ShakeOut. The La Mesa City Council voted to raise the fees on parking meters in the downtown area. 

Bitcoin (BTC) is entering what analysts describe as a “clean-up phase,” as deep buy orders begin to cluster below the $105,000 level following a major deleveraging event.~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/coinbasePBN00:00 Intro00:10 Sponsor: Coinbase01:00 Step #9 underway02:00 TACO odds02:30 MetaMask x Polymarket03:00 Binance to issue refunds03:30 Liquidity Wars05:50 Fear and Greed06:15 CNBC: This is a nervous market08:00 Jerome Powell eases markets08:25 Gold vs Bitcoin09:00 Larry Fink: Are we in a bubble?10:15 BlackRock smashes earnings11:00 Larry Fink: This is the beginning of tokenization12:40 Joe Moglia: Do not bet against Larry; Why he invested in DATs15:10 Andrew Kang: Global perpification will be a sight to behold16:45 Outro#Crypto #Ethereum #Bitcoin~Crypto Crash Shakeout = Buy Opportunity?

In this episode of ABCDs, we cover why options and leverage may explain Bitcoin's rough September, the rise of crypto treasury stock buybacks, and Strive's $1.3B deal to acquire Semler as smaller players consolidate to compete with giants. We also break down Nvidia's $100B commitment to OpenAI, which likely drove Oracle's stock surge. Finally, we examine the overlooked challenge of data center power consumption as AI growth becomes increasingly concentrated. Remember to Stay Current!  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

Bitcoin's September rally finally stumbled, with a 3.5% drop triggering $1.7B in long liquidations—the biggest of the year. While traders were caught offside, on-chain data shows holders aren't selling, ETF flows remain mixed, and big treasury buys continue. NLW breaks down why this reset matters, how leverage is shaping the market, and what it means as we head into Q4. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

The cryptocurrency market is currently enduring a significant downturn, dubbed 'Red September,' as its overall capitalization shrinks substantially. ~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Tim Warren, Host of Investing BrozInvesting Broz Youtube ➜ ‪‪   / @timwarrentrades  Follow on Twitter ➜  @timsta6753   00:00 Intro00:10 Sponsor: Tangem01:00 Is the crash over?02:30 Bitcoin analysis06:15 CNBC: Why markets are rebounding?08:00 $ETH local bottom in?11:45 Overvalued market?13:00 $BNB analysis16:30 mXRP Launch - $XRP analysis19:00 $AVAX analysis + price prediction24:15 $SOL SZN coming26:30 $AVAX or $SOL right now?27:35 Outro#Crypto #ethereum #Bitcoin~Final Shakeout

PODCAST: This Week in Amateur Radio Edition #1386 - Full Version (With repeater ID breaks every 10 minutes) Release Date: September 20, 2025 Here is a summary of the news trending...This Week in Amateur Radio. This week's edition is anchored by Tammy Walker, KI5ODE, Jordan Kurtz, KE9BPO, Dave Wilson, WA2HOY, Don Hulick, K2ATJ, Will Rogers, K5WLR, Ed Johnson, W2PH, Eric Zittel, KD2RJX, Chris Perrine, KB2FAF, Steve Sawyer, K1FRC, George Bowen, W2XBS, and Jessica Bowen, KC2VWX Produced and edited by George Bowen, W2XBS Approximate Running Time: 1:36:02 Podcast Download: https://bit.ly/TWIAR1386 Trending headlines in this week's bulletin service 1. AMSAT: CubeSats Deployed From The International Space Station On September 19th 2. AMSAT: Space Station's Silver Jubilee Celebrated With Silver Research 3. AMSAT: Satellite Shorts From All Over 4. WIA: Four Research Volunteers Will Enter Mars Habitat Isolation 5. WIA: Radio Society of Great Britain Responds To Ofcom Consultation 6. WIA: DXpedition Team Loses Equipment To Large Ocean Waves 7. ARRL: ARRL Launches Nationwide Grassroots Campaign To Pass Amateur Radio Emergency Preparedness Act 8. ARRL: National Preparedness Month: Know Your Risk 9. ARRL: Gear Packed For 3YØK DXpedition To Bouvet In February 2026 10. ARRL: Section Manager Workshop Held At League Headquarters 11. ARRL: WWV Amateur Radio Club To Host Special Event Stations, Using The Callsign WWØWWV 12. ARRL: Nominations For Orlando HamCation's 2026 Awards Are Now Open 13. ARDC: Amateur Radio Digital Communications Seeks Volunteers For 2026 Committees 14. ShakeOut 2025 – Amateur Radio Support For United States Geological Survey 15. Radio Hall Of Fame Posthumously Inducted Silent Key 16. Amateur Radio Licenses Suspended In Equatorial Guinea 17. FM Broadcast Station Receives $920,000 Piracy Penalty From The FCC 18. Parks On The Air Group Grows Statewide Across Minnesota 19. RCA Technical Symposium Offers Cryptology And Space Side Trips 20. The Radio Society Of Great Britains DMR Project Restarts In Schools Across The UK 21. Changes Are Made To The Citizen Band Radio Rules & Amateur Repeater Regulations In Australia 22. Voyager One Is Almost One Light Day Away From Earth 23. ARRL: Churches and Chapels on the air special event 24. ARRL: Upcoming contests and regional convention listing 25. RW: Russia's mysterious shortwave station UVB-76 (Buzzer) resumes broadcasting cryptic messages 26. AMSAT: AMSAT Ambassadors show at HamXposition Convention 27. AMSAT: AMSAT announces two new Gridmaster Award recipients 28. WIA: Young Ladies Radio League (YLRL) selects six recipients for scholarships 29: ARRL National Preparedness Month: Ham Radio Supply List 30: ARRL: ARRL Section Manager Nomination results are announced 31. FCC: ASTSpaceMobile is granted limited use of the amateur radio bands by the FCC 32. Amateur operators in India are mandated to convert from paper license to digital 33. Current Solar Cycle prediction methodology raises some doubts with researchers 34. FCC: Mobile phone jamming inside prisons is under consideration by the Commission 35. Direct satellite to mobile devices service is considered by Ofcom the regulation in the United Kingdom Plus these Special Features This Week: * Working Amateur Radio Satellites with Bruce Paige, KK5DO - AMSAT Satellite News * Foundations of Amateur Radio with Onno Benschop VK6FLAB, will tell us how Amateur Radio has changed his world view * The DX Corner with Bill Salyers, AJ8B with news on DXpeditions, DX, upcoming radio sport contests and more * Weekly Propagation Forecast from the ARRL * Will Rogers, K5WLR - A Century Of Amateur Radio - This week, Will takes us back to 1922 where we find the steadily increasing use of CW paralleled exploration of ever shorter wavelengths, and the two pursuits complemented each other. Amateurs were setting new records at a whirlwind pace. This week Part One of an episode titled, "Trans-Pacifics" ----- Full Podcast (ID breaks every 10 mins for use on ham frequencies): https://www.twiar.net/twiarpodcast.rss Full Podcast (No ID Breaks for LPFM or personal listening): https://www.twiar.net/twiarpodcastlpfm.rss Truncated Podcast (Approximately 1 hour in length): https://www.twiar.net/twiarpodcast60.rss Website: https://www.twiar.net X: https://x.com/TWIAR Bluesky: https://bsky.app/profile/twiar.bsky.social Facebook: https://www.facebook.com/groups/twiari YouTube: https://bit.ly/TWIARYouTube RSS News: https://twiar.net/?feed=rss2 Automated (Full Static file, updated weekly): https://twiar.net/TWIARHAM.mp3 Automated (1-hour Static file, updated weekly): https://www.twiar.net/TWIAR1HR.mp3 This Week in Amateur Radio is produced by Community Video Associates in upstate New York, and is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License. If you would like to volunteer with us as a news anchor or special segment producer please get in touch with our Executive Producer, George, via email at w2xbs77@gmail.com. Thanks to FortifiedNet.net for the server space! Thanks to Archive.org for the audio space.

What happens when a property—or even an entire portfolio—hits hard times? For Bruce Fraser, Managing Partner at Elkhorn Capital Partners, that's when the real opportunity begins. In this episode of The Property Profits Podcast with Dave Dubeau, Bruce shares his unique approach to “distressed situation acquisitions” in the multifamily space. From properties with major operational or physical issues to today's wave of financial distress caused by risky financing structures, Bruce explains why he sees these challenges as a clear path to profit. You'll hear how Elkhorn Capital Partners has built a strong portfolio by focusing on secondary markets like Oklahoma City and Tulsa, bringing property management in-house, and sticking to disciplined underwriting. Bruce also talks about why his hedge fund background gives him an edge, how inflation continues to shape real estate strategy, and why now may be one of the best times in decades to expand.     - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

This week on RenMac Off-Script, Steve, Jeff, and Pavlik are joined by special guest Josh Brown, CEO of Ritholtz Wealth Management. The team digs into the Fed shakeup after President Trump's firing of Lisa Cook, the implications for market stability, and whether “norms” still matter in policy. They also discuss the rally in gold, cracks in the labor market, small caps leading equities higher, China's breakout, and client psychology in a too-good-to-be-true market. Plus: Josh previews the Future Proof Festival, and the crew debates SPAC mania, data center jobs, and what's on the horizon for September.

[powerpress] We have another international running adventure planed this year and you are invited. We are going to Ireland to run the Dublin Marathon on October 26th 2025. Do you want to go? We have 6 spots left. Please email us or sign up with this link. Enter code MTA at checkout. Dates: Friday October 24th to Tuesday October 28th 2025 (3 night or 4 night options) The Dublin Marathon is the fourth largest marathon in Europe and requires a lottery or charity entry. The lottery has ended but worry not, we have guaranteed race entries through our sponsor Sports Tours International. The course is relatively flat course with a 7 hour cut-off. It passes through many of Dublin's famous 18th century Georgian streets and the beautiful Phoenix Park, Europe's largest urban park. The race crosses the city, north and south of the river Liffey. [box] What is included: Guaranteed race bibs for up to 2 runners 3-4 nights accommodation at the 4 star Hyatt Centric The Liberties Hotel Daily complementary breakfast Welcome reception Friday evening Shakeout run Saturday morning and escorted trip to the expo. MTA meet-up later that day Post-race party for all guests [/box] The Jamison Extension The next day, for those who want to stay an extra night, we are visiting the Jamison Distillery where the famous Jameson whiskey is made for a cask draw and tasting. We will have a guided tour of their warehouse and hear all about our ‘Grain to Glass' process. Then we plan to visit a famous pub or two like the Temple Bar Pub.   Spots are limited, so please email us if you are interested or sign up on the Sports Tours website with this link: https://sportstoursinternational.com/event/irish-life-dublin-marathon/ Enter code MTA at checkout to get notified about special events and meetups with Trevor and Angie in Dublin! Cheers!

This week on the podcast I sit down with my right-hand man Chris Douglas to discuss the history of the morning shakeout email newsletter, which just celebrated its 500th issue. It's been published every Tuesday since November 17, 2015.This episode is brought to you by: — Tracksmith, New Balance, Precision Fuel & Hydration, and Final Surge. All of these brands have missions I believe in and products that I trust and use myself on a regular basis. One of the best ways to support the morning shakeout is by patronizing the partners that help keep them going week in and week out. Check out this page some of the discount codes and special offers available exclusively to readers and listeners of the morning shakeout.Click here for complete show notes and sign up here to get the morning shakeout email newsletter delivered to your inbox every Tuesday.Music and editing for this episode of the morning shakeout podcast by John Summerford. Hosted on Acast. See acast.com/privacy for more information.