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Patriot games are coming. Larry Ellison in the spotlight. Hi Ho Silver and away! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - ELON gets his $$$ - Kids account challenge - Patriot games are coming... Markets - Not much headwinds - EOY approaching - Analysts predicting SP500 for 2026 - 7,500 (12% upside) - More Oracle back and forth - Gold and Silver Elon - Elon Musk's net worth surged to $749 billion late Friday after the Delaware Supreme Court reinstated Tesla stock options worth $139 billion that were voided last year - He also recently received a $1T pay plan approval - Jeff Bezos, Mark Zuckerberg, and Jensen Huang combined - His fortune exceeds the GDP of nations like the Netherlands, Saudi Arabia, and Switzerland. - He is richer than every country in Africa by GDP - He is projected by some reports to become the world's first trillionaire by 2027 When did Larry Ellison and Oracle become newsworthy? - Every day in the news.... - Larry Ellison NOW Personally Guarantees Paramount Bid for Warner Bros. - The announcement of Mr. Ellison's personal guarantee is meant to address concerns that the Warner Bros. Discovery's board had expressed about Paramount's original offer. - Helping out sonny-boy? More Oracle - Oracle stock slid after a report that Blue Owl Capital won't back a $10 billion data center for OpenAI. (Michigan) - Oracle has $248 billion in lease commitments for data centers and cloud capacity commitments over the next 15 to 19 years. - Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks. EVEN MORE! - Multiple media outlets, including the Associated Press, reported that ByteDance has reached an agreement with Oracle ORCL, Silver Lake, and Abu-Dhabi-based MGX to set up a joint venture for TikTok's US operations. Oracle will hold a 15.0% stake in the new entity, while ByteDance will retain a 19.9% stake. - The important thing her is that TikTok stays as a major tenant of OCI as ORCL needs this cash flow... - Of all of the items, this may be why ORCL stock has bounced te last few days. Congressional Ban - A vote on legislation banning members from owning or trading stocks could get a vote in the new year, according to House leadership and Republican members. - President Donald Trump has said he supports a congressional ban but has pushed back on versions that include the executive branch. - Basically this bill would prohibit the ownership of individual stocks by congress Over to Japan - Bank of Japan raises benchmark rates to highest in 30 years, lifting 10-year JGB yield past 2% - Yen still VERY weak - trading at 157/USD - (problematic) - The BOJ said that real interest rates are expected to remain “significantly negative,” adding that accommodative financial conditions will continue to firmly support economic activity. - The yen weakened 0.25% against the USD after the decision - therefore still dovish and stimulative Economic Numbers - Estimates, partial numbers and best guesses. OH, 2-month averaging as well - The Bureau of Labor Statistics reported that the annual headline inflation rate and core CPI rate for last month were 2.7% and 2.6%, respectively, well below expectations. - Due to government shutdown, BLS to make certain methodological assumptions about the prior month's inflation levels. - Those assumptions in the methodology were not clear to economists and were not fully explained in the release. - Here is a big issue: The price changes in October for the OER (owners equivalent rent) appear to have been “set to zero.” Sports Prediction Markets - Sports is fueling the growth and is forecasted to make up 44% of volume as prediction markets mature. - According to one expert: the fundamental elements of consumer demand and an array of diverse brands looking to meet that demand are clearly in place - Sportsbooks are getting a bit nervous.... First Dell, then... - Billionaire hedge fund manager Ray Dalio of Bridgewater Associates and his wife, Barbara, committed to seed Trump accounts for approximately 300,000 children in Connecticut. - Following the Dells' pledge, the funds will be aimed at kids who live in a Connecticut ZIP code where the median income is less than $150,000. - The Dalio grant will fund $250 per child for approximately 300,000 children in Connecticut. This applies to children who live in a ZIP code where the median income is less than $150,000. About 87% of Connecticut ZIP codes meet that criteria, according to a CNBC analysis of Census Bureau data. - “Ray has joined what we are calling the 50-state challenge,” Treasury Secretary Scott Bessent said in a press conference on Wednesday. - A growing number of companies have announced they would match contributions to Trump accounts for their employees, including BNY and BlackRock. Patriot Games (Hunger Games?) - Trump announced: The Washington Monument will be illuminated with festive lights, a triumphal arc will be constructed and the “Patriot Games” will commence. The games are an “unprecedented four-day athletic event featuring the greatest high school athletes: one young man and one young woman from each state and territory. - Uhhhhhh "And so it was decreed that, each year, the various districts of Panem would offer up, in tribute, one young man and woman to fight to the death in a pageant of honor, courage and sacrifice. (Hunger Games 2012) - What next - PURGE NIGHT? Fed Pick - Now it seems as if it is a 4 person race... - President Trump says "Nowadays, when there is good news, the market goes down because everybody thinks that interest rates will be immediately lifted"; says "I want my new Fed Chairman to lower interest rates if the market is doing well"; says "Anybody that disagrees with me will never be the Fed Chairman!" San Fran Blackout - Alphabet-owned Waymo resumed its robotaxi service in the San Francisco Bay Area Sunday evening after pausing it amid widespread blackouts that had affected their vehicles' behavior. - Waymo said it worked with city officials throughout the blackout and had “proactively” initiated a temporary suspension of its service. - Interesting point there - what happens when grid disruptions for internet with self-driving Angry Shareholders (For a minute) - Tricolor CEO Daniel Chu directed a deputy to send him $6.25 million in bonuses in August, weeks before the company filed for bankruptcy, U.S. prosecutors alleged. - Subprime autofirm that had alleged fraud - This happens all the time - Big issue to keep alert to is the news about "Subprime" WEED - Trump's executive order shifts cannabis from Schedule I to Schedule III, easing research, banking and tax restrictions and marking the biggest federal cannabis policy change in decades. - Shares of cannabis conglomerates were down following the announcement, likely from worries of new competition from international companies. - NOT legalization - NOT for recreational use... - Banking, Institutional capital ..... OpenAi - Beggars cup continues - OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer's effort to broaden its AI industry presence and compete with Nvidia Corp. - The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon's Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. - Talks, however, are at a preliminary stage and terms could change, the person added. High Ho Silver and Away! - Silver up 135% YTD - Gold up 70% - Best year since strongest annual performance since 1979 for Gold - 1970's was inflation, USD weakening, Energy crisis. - What is similar/different now? (Big difference is buying up (China, Poland, Turkey, India) Light menu - Darden Restaurants will roll out a new lighter portion entrées menu at all Olive Garden locations in January, the company announced during its quarterly earnings call last Thursday. - Citing affordability: "Olive Garden has seen a double-digit increase in affordability perceptions from guests who order from the lighter portions menu and an increase in frequency among these guests, which should help build traffic over time," Cardenas said. - Sooooo 0 due to high costs, Americans are cutting back on food? - If it were for weight loss, no need for Oliver garden to cut back on portions as most inedible anyway... Copper - Copper prices topped $12,000 a ton for the first time, extending the metal's recent bull run as mine outages add to concerns about supply. - The threat of US import tariffs on the metal has also been an important factor pushing up prices this year, with copper piling up in American warehouses. - Industry analysts have said that much of the richest and most easily accessible mining resources are now exhausted, and experts are warning that the market is on the cusp of a major deficit. Jim Beam - Bourbon maker Jim Beam is halting production at one of its distilleries in Kentucky for at least a year as the whiskey industry navigates tariffs from the Trump administration and slumping demand for a product that needs years of aging before it is ready. - Jim Beam said the decision to pause bourbon making at its Clermont location in 2026 will give the company time to invest in improvements at the distillery. The bottling and warehouse at the site will remain open, along with the James B. Beam Distilling Co. visitors center and restaurant. - The percentage of U.S. adults who say they consume alcohol has fallen to 54%, the lowest by one percentage point in Gallup's nearly 90-year trend. Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Carl Quintanilla and Jim Cramer led off show with the weight loss drug wars: Shares of Novo Nordisk shares surged after the FDA approved the company's Wegovy pill — making it the first oral GLP-1 cleared by regulators for treatment of obesity. ServiceNow CEO Bill McDermott joined the program to discuss his company's deal to acquire cybersecurity startup Armis for $7.75 billion in cash. Hear what McDermott had to say about this year's slump in shares of ServiceNow and other software stocks. Also in focus: Q3 GDP shows 4.3% growth, the AI trade, countdown to Christmas and new data on holiday spending, Tesla gets a big price target boost on Wall Street, the stock that's getting a lift from President Trump's battleship announcement. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2025's portfolio is available at Savvy Trader and was tracked through the entire year. It's done well up 20%. There were mistakes made, but there is only 1 negative stock. Remember - I bought and held and added a couple of stocks in February.This year I used Perplexity and Sidekick to come up with what I hope is a strategy of picking ETF's and individual stocks that with no real effort should outperform the S&P. The full episode is at dailystockpick.substack.com
Good afternoon, I'm _____ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened up 104-points this morning from yesterday's close, at 28,253 on turnover of $6.4-billion N-T. Shares in Taiwan closed sharply higher Monday, led by the electronics sector, after artificial intelligence-related stocks surged in the United States at the end of last week. Momentum continued yesterday as contract chipmaker Taiwan Semiconductor Manufacturing pushed the broader market ahead, and memory chip suppliers continued moving upwards due to a supply shortage. Buying also spread to non-tech stocks with the electric machinery industry in focus, providing more support to the Taiex. Taiwan cracks down on threats following Taipei attack Authorities are intensifying (強化) actions against online threats, following Friday's deadly knife and smoke bomb attacks in Taipei, which killed 3. Taichung prosecutors say a man was ordered detained and held incommunicado after he posted online referencing plans for large-scale attacks. Investigators searching his home and seized his phone. The Criminal Investigation Bureau said that about 20 online posts involving threats or calls for indiscriminate attacks had been identified nationwide as of Sunday. Hualien man fined after ostrich runs wild In Hualien's Yuli township, a man has been fined after his pet ostrich escaped its enclosure and was spotted running among motorists on Provincial Highway 9. Authorities in the township say that one officer was conducting (進行) an "online patrol" yesterday morning when they came across photos of the loose ostrich on social media. Officers were able to find the owner, surnamed Huang, who said he usually kept the bird in an enclosure. But yesterday morning, the bird was apparently scared by something and took off running down the highway… running a red light and continuing south to a factory near Yuli Senior High School. All in all, it ran about 2.5 kilometers. After questioning Huang, police issued him a citation under the law… which stipulates a fine of 300-600 NT. Denmark summons US ambassador over Greenland appointment Denmark has summoned the US ambassador after Donald Trump's appointment of a special envoy to Greenland. The US president has repeatedly expressed (表達) interest in taking over the island, angering the Danish government, which has controlled Greenland for centuries. Ira Spitzer reports. Nigeria Abducted Children and Teachers Released Nigerians have welcomed back 130 children and teachers who were released after being seized in one of the largest mass abductions (綁架) in the country's history. Some of the children appeared to be malnourished or in shock on Monday as they arrived at a government ceremony. Police said they were freed Sunday, a month after gunmen stormed their Catholic school in Niger state's Papiri community in a predawn attack. Authorities said plans were underway to reunite the children with their families before Christmas. Officials did not say whether a ransom — common in such abductions — had been paid. France Cyberattack Knocks Out Postal Service A suspected cyberattack has knocked France's national postal service and its banking arm offline during the busy Christmas season. La Poste said Monday the attack disrupted package deliveries and online payments, but customer data was not impacted (受影響). At a Paris post office, employees turned away frustrated (惱怒的,不滿意的) customers trying to send or retrieve packages. Customers of the bank were blocked from using the application to approve payments or conduct other banking services. The bank redirected approvals to text messages. It said teams are working to resolve the situation quickly. That was the I.C.R.T. EZ News, I'm _____. ----以下為 SoundOn 動態廣告---- 全台南最多分店、最齊全物件,在地團隊懂台南,也懂你的需求。 不管是買屋、賣屋,還是從築夢到圓夢, 房子的大小事,交給台南住商,讓你更安心。 了解更多:https://sofm.pse.is/8ha32s -- 客家委員會《客家影像故事》徵件中! 手機、相機都能拍。 今年年度主題是「水」,埤塘、水圳、溪流、河壩的客庄故事都可以。 拍水的主題就有機會拿50 萬大獎! 徵件到115年4月30日,詳細資訊可到客委會官網查詢 連結:https://sofm.pse.is/8ha32e -- Hosting provided by SoundOn
Alex Langer, President and CEO of Sierra Madre Gold And Silver (TSXV: SM) (OTCQX: SMDRF), joins me to discuss the acquisition of the Del Toro Silver Mine in the Chalchihuites District in Mexico from First Majestic Silver Corp. for total consideration of up to US$60 million, inclusive of delayed and contingent milestone payments. We also get a update on operations from the ongoing ramp-up and expansion of silver and gold production from the La Guitarra, Coloso, and Nazareno mines in Mexico. Pursuant to the Transaction, Sierra Madre will acquire a 100% interest in the 2,129-hectare Del Toro Property in Zacatecas State that includes three fully-permitted underground mines, a 3,000 tonnes per day ("tpd") flotation processing circuit and numerous historic mines. Alex outlines that in the near-term, their plan for Del Toro is to advance exploration and prepare an updated resource report while their operating team focuses on completing the two-stage expansion at La Guitarra. The initial plan is to commence the mine restart process at Del Toro in mid-2027, with silver and base metals production currently slated for mid-2028. However, Alex mentioned that if silver prices continue on their current upward trajectory, there is a possibility of restarting Del Toro within a 12-month time period." We reviewed that once again this transaction was completed with their largest strategic shareholder, First Majestic Silver, who is excited to see the team at Sierra Madre unlock value from these assets as they participate from an equity perspective. Alex points out that as was the case with La Guitarra, First Majestic has done an exceptional job in keeping permits current and maintaining the mine and plant in an operations-ready state. Key transaction specifics of the Del Toro acquisition: Upon closing of the Transaction, US$20 million in cash and US$10 million in Sierra Madre shares at the Issue Price. Within 18 months of Closing, US$10 million in cash or, at the option of the Company, Shares at a price per share equal to the market price. If, within 48 months of Closing, the Company files a National Instrument 43-101 - Standards of Disclosure for Mineral Projects ("NI 43-101") technical report over any or all of Del Toro that demonstrates "mineral resources" of at least 100Moz AgEq or the Company issues a news release announcing "mineral resources" of at least 100Moz AgEq, an additional US$10 million in cash or, at the option of the Company. If, within 60 months of Closing, the Company achieves commercial production at Del Toro of at least 4,000 tpd for 30 consecutive days, an additional US$10M in cash or, at the option of the Company, Alex then unpacks how Del Toro is an excellent match for their portfolio, not just on a production basis, but with considerable exploration upside; with an already built production plant and a strategic land position in the large, under-explored Chalchihuites District. This ties into their team's long-standing corporate business model is to acquire mines, such as La Guitarra, with existing production facilities, and then to build a resource base in under-explored, large historic mining districts. Alex also just got back from a site visit to Mexico, so we unpacked all the activity on the ground the planned two-stage expansion at their La Guitarra processing plant located in Estado de Mexico, Mexico. Alex discussed how the ongoing purchase of additional milling and processing equipment along with rolling fleet equipment will allow for the implementation of increased production in incremental stages over the next 2 years. In addition to throughput growth, there will also be grade-driven growth at the La Guitarra complex. This higher-grade ore which will continue be sourced from both the Coloso and Nazareno Mines to augment the material from the La Guitarra Mine, in addition to development work at La Guitarra reaching higher grade material. As production and operations continue ramping up this blended material will raise the grades and recoveries of gold and silver, as well as start lowering costs over the next few quarters. Wrapping up we discuss the preparations and early targeting work underway to engage in a significant exploration program at the East District concessions, which will include a drill program of over 25,000 meters in 2026. The property hosts 8 different past-producing mines, with the first 2 priorities being to explore around the El Rincon and Mina de Agua mines. There will also be more announcements about the exploration plans at the Del Toro complex and land concessions in the new year. If you have any questions for Alex regarding Sierra Madre Gold and Silver, then please email them to me at either Shad@kereport.com. In full disclosure, Shad is a shareholder of Sierra Madre Gold and Silver and may choose to buy or sell shares at any time. Click here to follow along with the latest news from Sierra Madre Gold & Silver For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Carl Quintanilla, Jim Cramer and David Faber explored what to make of an earnings doubleheader: Nike shares tumbled as weak sales in China overshadowed a Q2 beat and strength in North America. What is the status of the company's turnaround plan? Shares of FedEx also down despite better-than-expected quarterly results. The anchors also discussed OpenAI reportedly kicking off a new fundraising round that could value the maker of ChatGPT by as much as $830 billion. Also in focus: Oracle shares in rally mode, Carnival surges on earnings, Fed governor Waller in the mix as President Trump narrows his search for a new Fed chair, what's triggering Bank of America's sell signal.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fr. Michael Hurley joins Patrick to have a Sunday Bible Study Matthew 1:18-24 (7:51) Father shares some background on this passage. (12:49) father Shares this Sunday’s Gospel (18:57) Break 1 What is the betrothal of Joseph and Mary? (26:03) Sandy - Why does it matter that Joseph came from the same line of David when he wasn't the biological father of Jesus. Why does it say Joseph was a righteous man? (36:50) Break 2 Richard - did Mary come from that line as well and where is it written? (39:41) Donna - I had a friend who had said Jesus had brothers. Can you equip me to respond to her? Why is Joseph so important in the Christmas story?
Shares of Lockheed Martin (LMT) struggled in 2025, trading below the flat line for the year. Rick Ducat turns to his technical analysis and highlights key levels to watch that will signal further downside action. Tom White turns to the options front and offers an example trade for Lockheed Martin. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe 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 – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
A real insight into Netball Australia's invitation for teams looking to join Super Netball - Maddie from The Netty Life (our unofficial offical sister podcast) Shares more on if this is likely to go ahead and some potential areas Essential Info The Netball Show is proud to be partnered with Flyhawk.com You can listen without downloading any additional software here You can listen to our latest podcast via Sky HD / Sky Q & Sky Glass where we are part of their Netball menu. For over 20 years Sky Sports has been the true home of the Superleague here in the UK - you don't even need a dish these days with the innovative Sky Glass! Join Sky TV via this link to get upto £100 in shopping vouchers
On Episode 755 of The Core Report, financial journalist Govindraj Ethiraj talks to Manas Majumdar Partner and Leader Oil & Gas, Fuels & Resources, PwC India.SHOW NOTES(01:00) Shares drift down the fourth consecutive session(02:45) Rising apprehension over Oracle's finances, a key player in the AI infra game(04:27) Sebi would like more women to invest in debt(05:06) 2026 is a busy year for Indian energy as more refineries go on stream, a demand outlook(15:45) India strengthens India's economic and geopolitical presence at the mouth of the Gulf with Oman FTA(18:13) Let that sink in: The Indian telecom industry saw overall overall subscriber base reaching 1.2 billion by NovemberRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateFor more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Shares a proven process that has worked for the author as well as thousands of others to communicate with deceased loved onesExplores the use of mediums, past-life and between-life hypnotic regressions, a technique called Induced After-Death Communication, and channeled writingPresents revelations about the soul's life after death, the structure of the afterlife, how karma works, and how to love in the face of painIf you've lost a loved one or had a brush with mortality, you undoubtedly have wondered about life after death—or if it's possible to connect with souls on the other side. After the tragic death of his son, Jordan, the author embarked on a journey for ways to communicate with his son across the veil. He discovered not only successful methods to connect with lost loved ones but also profound truths about the afterlife, the illusion of loss, and how pain is integral to our life purpose.McKay recounts techniques he tried in order to connect with his son, including collecting unusual experiences from family and friends, consulting mediums such as Austyn Wells, undergoing past-life and between-life regressions, engaging in a technique called Induced After-Death Communication, and using channeled writing, which he learned with the help of psychologist Ralph Metzner.The culmination of hundreds of channeled conversations with his son, the author presents revelations about the soul's life after death, the structure and key events of the afterlife, how karma works, why we incarnate, our future as souls, and how to love in the face of pain. As Jordan reveals, nothing is truly lost. The soul is constant and, while pain seems to damage us, the damage is an illusion. Because, as Jordan says, “there is no end; the conversation goes on . . . between all the souls who love each other, living and dead.”Matthew McKay, Ph.D., is a clinical psychologist, professor of psychology at the Wright Institute, cofounder of Haight Ashbury Psychological Services, founder of the Berkeley CBT Clinic, and cofounder of the Bay Area Trauma Recovery Clinic, which serves low-income clients. He has authored and coauthored more than 40 books, including The Relaxation and Stress Reduction Workbook and Seeking Jordan. The publisher of New Harbinger Publications, he lives in Berkeley, California.Become a supporter of this podcast: https://www.spreaker.com/podcast/earth-ancients--2790919/support.
Shares of Oracle take a hit as Blue Owl reportedly won't back the company's $10B data center in Michigan. What it means for the stock as it hits levels not seen since mid-June, and how it's impacting the broader AI trade. Plus Volatility spiking as stocks sell off. What the uptick in stock swings mean for markets heading into year end, and how you can position your portfolio with a new year on the horizon.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SpaceX IPO coming – huge increase in valuation over past 3 months Happy Hanukah – Eight Crazy Nights Now Kevin AND Kevin PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Last Chance for CTP Cup 2025 participants - Happy Hanukah - Eight Crazy Nights - Sad News - Rob Reiner - Fed decision is out.... - Overdue eco reports coming this week Markets - Oracle still problematic - SpaceX IPO coming - huge increase in valuation over past 3 months - Another Bankruptcy - cleaning up is not good business - Oh my - Now Kevin AND Kevin - Weight loss game continues - One thing saved for last - a doozie... Tesla - - All time High - Prospect of Robotaxi - Even though sales hitting multi-year lows Wall Street Never Sleeps? - Nasdaq files to extend trading to 23 hours on weekdays - Banks concerned about investor protections, costs, liquidity, volatility risks of nonstop trading - Proponents argue round-the-clock trading benefits global investors - That may create some additional volatility potential SpaceX - SpaceX aims for a potential $1.5 trillion market cap with an Initial Public Offering in 2026, which could become the largest IPO in history - July 2025 tender valuation was $400B - Dec 14th (4 months later) $800B - Starlink is the primary money winner of this deal - Tesla shares climbing even with nothing behind it - seemingly in sympathy for this IPO ---- TESLA does not have ownership of SpaceX - OH - this could be the reason....U.S. deliveries dropped significantly in November—the lowest since early 2022—but this weakness has been overshadowed by the enthusiasm for autonomy. Rob Reiner - A son of legendary Hollywood director Rob Reiner and his wife, producer Michele Singer Reiner, Nick Reiner, is being held on suspicion of murder following their deaths, according to Los Angeles Police Department Chief Jim McDonnell. He's being held on $4 million bail. - Citing law enforcement sources and family friends, ABC News reported on Monday that Nick Reiner had recently returned to live at his parents' South Chadbourne Avenue home. The move was described as a temporary arrangement intended to help him stabilize. - Not going to discuss the Truth Social post about this tragedy HEADLINE ALERT - "Copper could hit ‘stratospheric new highs' as hoarding of the metal in U.S. continues" - Copper has gone from 5.77 to 5.30 (July to today) - 6 Tops at this price since 2011 - Not seeing this as per the headline - seems like a Hunt Brothers special from the 1980s - CORNERING THE MARKET ---1980 - Silver went from $11 to $50 then crashed, bankrupting the Hunt Bros - after COMEX changed rules forcing them to cover positions Bankruptcy - After 35 years, the maker of the Roomba robot vacuum filed for bankruptcy protection late Sunday night. Following warnings issued earlier this year that it was fast running out of options, iRobot says it is entering Chapter 11 protection and will be acquired by its contract manufacturer, China-based Picea Robotics. - The company says it will continue to operate “with no anticipated disruption to its app functionality, customer programs, global partners, supply chain relationships, or ongoing product support.” - Remember that Amazon - The Amazon buyout of iRobot, maker of Roomba, was announced in 2022 for $1.7 billion but ultimately failed in January 2024 due to significant regulatory pushback, primarily from the EU, over anti-competitive concerns. -- Amazon walked away with a $94 million termination fee Fed Pick - President Donald Trump said Friday that Kevin Warsh has moved to the top of his list as the next Federal Reserve chair, though Kevin Hassett also remains in contention, according to the Wall Street Journal. - Interesting that this comes days after Hassett said that we would not let outside suggestions influence his voting - ---In addition to putting heavier weight on Warsh getting the job, Trump repeated an assertion he has made in the past that the Fed chair ought to consult the president about interest rate decisions. - Also of interest, prediction markets had Hassett at 95% probability - now it moved to 50% - big payday for people in the know. Housing Prices - Average home price is DOWN on year-over-year basis - First time on national level since 2024 - Active listings in November were nearly 13% higher than November 2024, but new listings were just 1.7% higher --- Houses are on market longer - - Prices in Austin, Texas, are down 10% from last year; in Denver, they're down 5%, according to Parcl Labs. Tampa, Florida, and Houston both saw prices fall 4%, and Atlanta and Phoenix saw price decreases of 3%. More Hosing Related - Zillow shares plunged more than 9% on Monday on worries that the online real estate platform could have a big new competitor: Google Search. - Google appears to be running tests on putting real estate sale listings into its search results. Overdue Eco - Black Hole - The U.S. Bureau of Labor Statistics on Tuesday releases its long-awaited combined employment reports for October and November, but a number of key details will be missing after the government shutdown prevented data collection, including October's unemployment rate, resulting in the first-ever gap in that critical data series since inception in 1948. - NICE JOB GANG! - Some of the data will be estimated. - It said it would not publish the headline CPI number or the so-called core CPI, which strips out the volatile food and energy components, for October. "BLS cannot provide specific guidance to data users for navigating the missing October observations," the agency said. Some Updates - Some info coming in are estimates - some delayed - Unemployment at 4.6% - Latest report shows +64,000 added - ISM Manufacturing and Non-manufacturing - both slowed over the last month The Fed - Meanwhile the Fed cuts rates.... - A Federal Reserve split over where its priorities should lie cut its key interest rate Wednesday in a 9-3 vote, but signaled a tougher road ahead for further reductions. - The FOMC's “dot plot” indicated just one more reduction in 2026 and another in 2027, amid considerable disagreement from members about where rates should head. - In addition to the rate decision, the Fed also announced it will resume buying Treasury securities. The central bank will start by buying $40 billion in Treasury bills, beginning Friday. - Markets were all over the place on this as it was a little confusing at first - then it seemed that everyone loved (for one day) - Why is the Fed moving up Treasury purchases to "immediately" from a few months from now? - AND - dissension ! A larger group that usual of regional Fed bank presidents signaled they opposed the cut, and six policymakers said the benchmark federal funds rate should end 2025 in a range of 3.75% to 4%, suggesting they opposed the move. - Long bonds have not moved at all on this news. Costco Earnings - Costco beat Wall Street's fiscal first-quarter sales and revenue expectations. - Sales rose 8.2% and digital sales jumped 20.5% compared with the year-ago quarter. - Costco surpassed Wall Street's quarterly expectations and posted year-over-year sales growth of 8.2% as the retailer attracted more digital sales and opened new locations. - Earnings per share: $4.50 vs. $4.27 expected - Revenue: $67.31 billion vs. $67.14 billion expected - Costco does not provide year ahead guidance - Shares down from a recent high of $855 Costco Fun Facts - About 4.5 million pies were sold in the three days before Thanksgiving, which is equivalent to roughly 7,000 pies per warehouse. - These were bakery pies (e.g., pumpkin, apple), - Costco had more than $250 million in non-food online orders on Black Friday, a record for Costco's U.S. e-commerce business. - Approximately 358,000 whole pizzas were served at Costco's U.S. food courts, a 31% jump from last year. (500 pizza's per store) Fat No More - Retatrutide - Eli Lilly said its next-generation obesity drug delivered what appears to be the highest weight loss seen so far in a late-stage trial and reduced knee arthritis pain, clearing the first of several upcoming studies on the weekly injection. - In a 48-week Phase 2 study, participants on the highest dose lost an average of 24% of their body weight. - Recent Phase 3 results showed patients on the highest dose lost an average of 28.7% of their body weight after 68 weeks. - The trials also showed improvements in related health conditions, including knee osteoarthritis pain, blood pressure, and liver fat - This triple action is what makes retatrutide potentially more effective for weight loss than existing medications like Zepbound (tirzepatide), which targets two receptors, or Wegovy (semaglutide), which targets only one. Paypal - PayPal Holdings Inc. applied to become a bank in the US, looking to take advantage of the Trump administration's openness to financial-technology companies entering the banking system. - The payments-focused firm submitted applications to the Federal Deposit Insurance Corp. and the Utah Department of Financial Institutions to form a Utah-chartered industrial loan company, PayPal said in a statement Monday. - If approved, PayPal Bank would help the firm bolster its small-business lending capabilities, according to the statement, which said the company has provided access to more than $30 billion in loans and capital since 2013. Ford - Management Confused - Instead of planning to make enough electric vehicles to account for 40 percent of global sales by 2030—as it pledged just four years ago—Ford says it will focus on a broader range of hybrids, extended-range electrics, and battery-electric models, which executives now say will account for 50 percent of sales by the end of the decade. - The automaker will make hybrid versions of almost every vehicle in its lineup, the company says. - All in on EVS cost them - Ford expects to record about $19.5 billion in special items, mostly during the fourth quarter. ---- The charges are related to a restructuring of its business priorities and a pullback in its all-electric vehicle investments. Australia - Australia has implemented a groundbreaking ban preventing children under 16 from accessing major social media platforms like TikTok, Instagram, and Facebook, effective December 2025, to protect them from harm, with significant fines for companies failing to enforce it, though messaging apps and gaming platforms are currently exempt. - Reddit is suing - Facebook, Instagram, Snapchat, Threads, TikTok, X (Twitter), YouTube, Reddit, Kick, and Twitch are all banned for kids under 16. - Thoughts on this? Saved For Last - Of all the eye-popping numbers that Oracle Corp. published last week on the costs of its artificial-intelligence data center buildout, the most striking didn't appear until the day after its earnings press release and analyst call. - The more comprehensive 10-Q earnings report that appeared on Thursday detailed $248 billion of lease-payment commitments, “substantially all” related to data centers and cloud capacity arrangements, the business-software firm said. These are due to commence between now and its 2028 financial year but they're not yet included on its balance sheet. - That's almost $150 billion more than was disclosed in the footnotes of September's earnings update. Love the Show? Then how about a Donation? The Winner for iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Send us a textIn this podcast, the Madcaps discuss the various hiking events and programs that occur statewide and locally. Please subscribe! Shares and reviews are much appreciated!Get your FREE sticker from the Florida Springs Council and sign up to be a springs advocate at https://www.floridaspringscouncil.org/madcapsQuestions and comments can be emailed at thefloridamadcaps@gmail.comRyan can be found on Instagram at: https://www.instagram.com/the_fl_excursionist/Chris and Chelsey can be found at https://www.instagram.com/sunshinestateseekers/?hl=en
Legacy conversations continued with Frank Fasio. Shares on his Taiwan experience and his work on the Memorial Plaque
Stocks drifted lower and the dollar hovered near two-month lows as investors stayed cautious ahead of key US economic data that may signal where interest rates are headed. The yen strengthened. For more on what is ahead this week, we heard from Isaac Poole, Chief Investment Officer at Ascalon Capital. Plus - Weakness in information tech shares led the equity market lower. Shares in Broadcom fell more than 5.5%, after Friday's 11% decline. It's all in response to a disappointing outlook issued last week, especially on gross margins. Broadcom has fallen by nearly 18% over the last three trading sessions. We spoke to Greg Halter, Director of Research at the Carnegie Investment Counsel.See omnystudio.com/listener for privacy information.
In this episode I chat with Todd Wenning, a seasoned investment professional with experience at Ensemble Capital, Morningstar, and the Motley Fool about some of the most critical aspects of successful investing: moats, management, and buying companies at the right price. We based this conversation on this Venn diagram that Todd published on X (Twitter) in 2017. For those eager to dive deeper into Todd's investment philosophy and to discover hidden gems in the market, visit Flyover Stocks.Here's a link to the blog post: https://www.sharesforbeginners.com/blog/todd-wenning-flyover-stocks
Shares of Ford on the move after the automaker announced a $19.5b write off of its electric vehicle business. What the company is focusing on now, instead. Plus Terns Pharmaceuticals announced positive results for its new cancer drug last week. The CEO joins to lay out next steps for the company. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Good Morning BT with Bo Thompson and Beth Troutman | Monday, December 15th, 2025. 6:05 Beth’s Song of the Day | Bo off today, back tomorrow 6:20 Guest: Bo Thompson from NOLA 6:35 Bo Thompson cont. - NOLA food experience 6:50 RAM Biz Update; Fernando Mendoza wins Heisman trophy 7:05 Mark Garrison and Beth go over weekend headlines 7:20 Panthers lose in NOLA, fall to 7-7 7:35 Mark Garrison Reports - Cinnamon Rolls and Hot Dogs in Faith, NC 7:50 Developing: Rob Reiner and wife found dead in California home 8:05 Guest: Eugene Robinson - Panthers loss recap 8:20 Eugene Robinson cont. - Shares former player perspective 8:35 Philip Rivers makes his NFL return in Colts loss 8:50 Best way to discretely alter a tip 9:05 Guest: Mick Mulvaney - Pres. Trump comments on tensions with Venezuela 9:20 Mick Mulvaney cont. - More on tensions with Venezuela 9:35 Mick Mulvaney cont. - 64% of Americans say we are on the "wrong track" 9:50 Mick Mulvaney cont. - Tragedy at Bondi Beach in Australia See omnystudio.com/listener for privacy information.
*Note: This episode is about my goal to reduce the tension between those who stay in the Church and those who leave** My friend Andy Newman (married father of three, Ex-Mormon, therapist, LGBTQ ally, bridge builder) join us to discuss: * Understanding/supporting your spouse that left the church * Understanding/supporting your spouse that stays in the church * What helps couple stay strong * Shares values over shared beliefs * The Gottman Method * A,C,T,S Andy's work is more than theoretical—as he talks “in-real-life” about how this works in their marriage with examples of how he supports his wife and three daughters in their church attendance (including giving a talk at a daughter's baptism) and the peace he has found with people he loves holding different beliefs. Andy mentions the work of Allan and Kattie Mount and their podcast “Marriage on a Tightrope”. Thank you, Andy, for bringing your clinical expertise and own personal journey to help those in a mixed-faith marriage. I learned so much from you and appreciate your voice and healing work in our community. You are a good man—glad to have you on the podcast! Links: Psychology today: www.psychologytoday.com/us/therapists/andy-newman-gilbert-az/974441 IG: www.instagram.com/andynewmanlpc/ TikTok: www.tiktok.com/@deconstruction_therapy Twitter: @andynewmanlpc Epsiode One: https://podcasts.apple.com/us/podcast/episode-846-andy-newman-episode-one/id1347971725?i=1000734877746
Shares of Broadcom and Oracle suffer from “AI Angst” to end the week, taking a bite out of tech stocks and the broader market. Plus news President Trump will soon reclassify marijuana as a much less-regulated Schedule III drug sending shares of pot stocks sharply higher. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, hosts Cynthia Morraz and John Dickerson talk with Nate Beers, founder of IDD Leader, about why communication skills matter for frontline supervisors in the IDD field. Direct support professionals and supervisors play a vital role in supporting people with disabilities to live fulfilling lives, making strong leadership and retention essential. In this episode:
Is the West Indies Petroleum Terminal listing about to crash and burn or make early investors rich? Two medical doctors tackle the most talked about Jamaica Stock Exchange listing of the year with zero hype and all facts.Dr. Matthew Preston and Dr. Thaon Simms break down this oil storage business valued at J$5.6 billion that just joined the JSE through listing by introduction, not a traditional IPO. You'll discover why they chose this unusual route, uncover a mysterious World Energy Solutions shareholder situation, learn whether this simple storage business is actually worth buying at 50 cents per share, and find out if WIPT could become a dividend powerhouse or just another stock that disappoints investors.From the Jamaica Broilers acquisition to BP Latin America supply agreements and potential regional expansion into 34 countries, this is everything you need to know before the market decides WIPT's fate. Whether you have $50,000 or $5 million to invest, understanding this listing could be the edge you need.
In this week's AJ Bell Money & Markets podcast, Charlene Young and Laura Suter are joined by AJ Bell's markets expert Martin Gamble to unpack the biggest stories affecting investors. First, they look at Nvidia's latest moves on chip sales to China [01:22] and the escalating bidding war for Warner Brothers [03:10]. Martin also highlights the top stories in this month's Shares magazine [05:43]. Switching to personal finance, Charlene and Laura explain the changes to cash ISAs announced in the Budget [07:28], and Laura dives into new AJ Bell data revealing the nation's “secret spending” habits [15:17]. Finally, we bring you the next batch of Investival interviews: Dan Coatsworth talks to Russ Mould about the good, the bad and the ugly of 2025 markets and what he expects for 2026 [19:28], and Alex Wright from Fidelity Special Values on the UK market's strong performance, the banking sector, and a surprising investment in a sofa seller [25:22].
It sounds reasonable at first glance: Shares on the ASX are up more than 5 per cent over the year to date - add your dividends and you might get close to a 9 percent total return. But then we have a 17 per cent year-to -date return on Wall Street. This is not a once-off: Wall Street has beaten the ASX out the door for more than decade, will it ever change? Gemma Dale, head of investor behaviour at nabtrade joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: The hard evidence that local shares let you down Why Wall Street wins ...and it's not just Trump Gold puts crypto in the shade Should SMSFs pay levy for bad advice? See omnystudio.com/listener for privacy information.
Martin Lewis tells you everything you need to know about ISAs - the Cash, Stocks and Shares, Help-to-Buy, and Lifetime varieties – as well as what ISA changes in the budget means for you. Martin talks about the government consultation on replacing the Lifetime ISA and tells you if it's still worth it. Plus, you tell us your cheap Christmas magic tips, Mastermind is all about car insurance renewal, and do you know where your stopcock is? If you want to ask Martin a question, you now can! His Question Time podcast lets you ask Martin absolutely anything and everything (within reason!) – so if you've always wanted to know his favourite font, what his go-to coffee order is, or have a very complicated question about your finances, email it to MartinLewisPodcast@bbc.co.uk.
Richard McGirr walks listeners through his 2025 retrospective using the “four L's” framework—what he loved, learned, lacked, and longed for. He explains how abandoning distractions and doubling down on a single, high-performing debt fund produced seven to eight consecutive record-breaking months and over $24 million raised. Richard breaks down how this focus created operational mastery, recurring revenue, and a repeatable monthly closing machine that freed him and his partner to work on the business rather than in it. He also shares hard-won lessons about integrity, contracts, and protecting yourself in an industry where big dollar figures can test people's promises. Richard then turns to his biggest breakthroughs of the year, including finally cracking how to identify, mentor, and launch high-potential fund-of-funds managers—leading to a standout case study of a new FOF raising $1.2 million in its first month. He closes by outlining what he lacked in 2025 (dedicated in-house accounting) and what he's pursuing in 2026: co-GP relationships with top-tier debt funds, airtight long-term contracts, diversification, and a major scale-up of both direct raises and FOF-driven capital. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
A round-up of the main headlines in Sweden on December 9th 2025. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio. Presenter/producer: Michael Walsh
My guest this week is Nathan Krieger, head of Dimensional Fund Advisors' global client group in Australia. We discuss the documentary "Tune Out the Noise," directed by Academy Award winner Errol Morris. The film highlights revolutionary ideas from 1960s University of Chicago academics that challenged Wall Street norms and led to index funds and efficient market theory.Blog post available at: https://www.sharesforbeginners.com/blog/tune-out-the-noiseWatch on YouTube right here.
Richard McGirr interviews Bruce Stein, uncovering how his early dream of becoming an architect evolved into a decades-long career in real estate development, syndication, fund management, and now portfolio consulting. Bruce shares his path from working for a real estate syndicator, to a 16-year tenure at a family office deploying $300M, to running nationwide bridge-construction lending, and finally to advising investors on buying, selling, holding, and succession planning. He explains why beginner investors should stay local, focus on one property type, build a track record before raising capital, and avoid the common trap of chasing cap rates instead of chasing lifestyle alignment and reduced management burden. Richard and Bruce dive into when to sell a property, how to evaluate the “biggest headache” in a portfolio, using 1031 exchanges strategically, and why the true goal is to simplify your real estate life—even if the cash flow stays the same. Bruce also offers candid insights into raising three separate $100M funds: why specificity, transparency, investor expectation management, and sticking to your lane matter more than anything else. The episode closes with a practical capital-raising tip: be specific, be consistent, and give investors enough time to underwrite YOU as much as the deal. Bruce SteinCurrent role: Real Estate Consultant & Former Fund Manager Based in: CaliforniaSay hi to them at: https://www.linkedin.com/in/brucejstein/ Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1213: Today we're talking Scout's aggressive service-first launch strategy, Carvana's stunning rise past Detroit's giants as it joins the S&P 500, and Waymo's shift from polite AV to confidently assertive city driver.Show Notes with links:Scout Motors is doubling down on a factory-run service network as it preps for a 2027 U.S. launch, betting that premium, reliable service will become a differentiator in the direct-to-consumer EV space.Scout will open 25 brand-owned rooftops at launch, both “Studios,” where customers shop and interact with a sales adviser, and “Workshops,” where service is performed. 57 rooftops are planned in Year 2.The brand plans 15% more annual service labor capacity than projected need to stay ahead of demand and reduce wait times.Scout aims to staff 1,400 service bays with roughly 900 technicians within five years, backed by VW Group resources but operating independently.“The way we describe our retail operations is a digital-first experience built on a service-first infrastructure.” — Cody Thacker, VP Commercial Operations, ScoutCarvana's comeback is officially Wall Street-certified as the online used-car disruptor joins the S&P 500, marking a stunning rebound from near-bankruptcy to an $87B valuation that now eclipses Ford and GM.Shares have surged more than 8,000% since 2022 and nearly doubled in 2025 as demand rebounded and cost discipline kicked in.Carvana now trades at 57× forward earnings, massively outpacing Detroit's single-digit multiples.The company sold a record 155,941 units in Q3, driving 55% revenue growth and fueling analyst confidence in potential volume leadership over CarMax by 2026.Index inclusion on Dec. 22 is expected to trigger significant buying from funds tracking the S&P.Waymo's once overly-courteous robotaxis are getting a software personality shift in San Francisco—assertive, human-like driving that's raising eyebrows, improving flow, and occasionally bending rules.Riders report more aggressive lane changes, quicker merges, and tighter gaps—closer to how real-world urban drivers operate.The shift follows complaints that overly passive AVs caused congestion, got stuck behind obstacles, and struggled downtown.Recent incidents include an illegal U-turn, a lane-change with no signal, and even a tragic neighborhood cat strike—fueling debate over “too human” behavior.Waymo says more assertiveness is required to scale in busy cities, with updates teaching AVs to make “common-sense decisions” when laws conflict.Thank you to today's sponsor, Mia. Capture more revenue, protect CSI, and never miss a call or connection again with 24/7 phone coverage and texting (SMS) follow-up for sales, service, and reception. Learn more at https://www.mia.inc/Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
John Chang interviews the commercial real estate market itself as he breaks down how healthcare hiring is propping up national job growth while most other sectors soften, and why that makes medical office one of the strongest asset classes going forward. He explains how an aging population and persistent healthcare labor shortages are driving durable demand, limited new supply, stable vacancies around 9%, and long-term leases with built-in rent bumps that support medical office performance. John then shifts to the multifamily outlook, highlighting Sun Belt oversupply and concessions versus tighter conditions in the Midwest and coastal markets, along with delayed household formation among young adults that is creating pent-up demand. He closes by outlining why institutional capital is ramping back into CRE—NACREIF total returns turning positive, higher fund-raising volumes, and rising target allocations—which should lead to more competition for deals and eventual cap rate compression in 2026, assuming policy and geopolitical risks stay contained Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
John Casmon interviews Dani Lynn Robison, co-founder of a vertically integrated “Freedom Family” of nine real estate businesses, about how she moved from Ohio turnkey rentals into larger multifamily and fund management. Dani walks through why she brought renovations, property management, acquisitions, brokerage, and capital raising in-house, and how that 56-unit “drugs, thugs and bugs” deal became a $2M proof-of-concept for scaling apartments. She shares her hard-won lessons on hiring “Ferrari-level” leaders, structuring roles with profit sharing, and keeping a 100% payout track record by always making investors whole—even on bad deals. Dani also explains why many turnkey buyers don't actually want to be landlords, how she now focuses on truly passive vehicles like funds and syndications, and where she's seeing opportunities in Sun Belt multifamily, senior housing, self-storage, and build-to-rent as bridge loans come due over the next few years. Dani Lynn RobisonCurrent role: Co-Founder and CEO, Freedom Family Investments & Freedom Real Estate Group Family of CompaniesBased in: Davenport, Florida Say hi to them at: https://freedomfamilyinvestments.com | https://www.linkedin.com/in/danilynnrobison/ Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
– What about Schrodinger’s Shares? – What Estate Taxes apply to Australians investing in the USA? – Scott betrayed me! – If Bitcoin is just money, why buy it? – A Bitcoin question from a guide dog trainerSee omnystudio.com/listener for privacy information.
Matt Faircloth interviews Andrew Cushman, founder and principal of Vantage Point Acquisitions, in a fireside-chat style episode that ranges from partnerships to banks to skiing 20,000-foot peaks. They break down why Andrew has avoided the typical “GP partner” model, how he instead built a tightly aligned internal team, and why operational control matters more than flashy capital-raising. The conversation digs into the dangers of ego-driven 10x scaling, the realities behind today's “extend and pretend” lending environment, and where distress is actually showing up in multifamily. Andrew also shares why, if multifamily disappeared tomorrow, he'd be quietly rolling up laundromats—and what his extreme backcountry ski trips teach him about risk, preparation, and long-term thinking in real estate. Andrew CushmanCurrent role: Founder & Principal, Vantage Point Acquisitions Based in: Southern California Say hi to them at: https://www.vpacq.com/ | www.linkedin.com/in/andrewcushmanvpa Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
Shares of Oracle have lost nearly 40% since their last blowout earnings report three months ago. The traders weigh in on what they expect to hear when the company releases its latest results next week. Plus, should WBD shares have popped even higher than they did today? We find out why gains weren't as strong as Netflix's bid. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Bueno, en esta parte 2 de mi conversación sobre el Código, trato de llegar a la definición de cuál es nuestra obligación, cómo podemos integrar la ética en general y no solo el Código en nuestra práctica, y por qué el monitoreo del Código es tan elitista como el apoyo a la lactancia y la salud en general. Les mencioné la Cumbre de ASI en febrero y estos serán los temas a cubrirse y las conferencistas: El Caso Curioso del Monitoreo del Código (Lourdes Santaballa) Cuando el mercadeo es violencia: la promoción desmedida de fórmula infantil y el racismo estructural (Luisa Pérez) Likes, Shares y Violaciones: El Código Frente a las Redes Sociales (Paulette Vélez) Batas blancas bajo el asedio de la industria (panel facilitado por Krystal Torres y con Denise Lizardi, Glory Serrano, y Michelle Lozada) Ok, en serio, ¿pero por qué biberones? (Krystal Torres) Pueden seguir a Alimentación Segura Infantil para más detalles. Mientras tanto, pueden ver otra presentación sobre el Código aquí, si les interesa el tema. ¿Te encanta el Código tanto como me encanta a mí? Pues, es tuyo también. Vamos a reclamarlo y sacarlo de las manos de las OWLs.
Amanda Cruise and Ash Patel interview Scott Lurie, a Milwaukee-based investor, developer, lender, and syndicator who has scaled from single-family flips to $700M+ in AUM. Scott explains how discipline, conservative leverage, and a long-term mindset helped him not only survive but aggressively buy through the Great Recession—including a 410-unit acquisition for $9K per door. He shares why he focuses on value-add industrial and multifamily development today, how he underwrites and syndicates vacant industrial buildings, and why transparency and investor trust are more important than ever in 2025. Scott also breaks down his syndication philosophy, the pitfalls created by “cowboy” operators, and his belief that real estate success comes from 20 years of consistent, disciplined work. Scott LurieCurrent role: Founder, F Street Group; Founder, The Hard Money Co.Based in: Milwaukee, WisconsinSay hi to them at: https://fstreet.com/ | https://thehardmoneyco.com/ | LinkedIn Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
Carl Quintanilla and Jim Cramer delved into the AI trade, including a development that helped to erase stock futures' gains before the open of trading: Shares of Microsoft fell after The Information reported the company was cutting software sales quotas tied to AI. With the Fed's next interest rate decision exactly one week away, ADP jobs data showed private payrolls unexpectedly declined in November. The anchors reacted to what Treasury Secretary Scott Bessent told Andrew Ross Sorkin about tariffs during an interview at The New York Times DealBook Summit. Also in focus: Bitcoin back above $93K, Google vs. OpenAI, Nvidia's CFO on the AI race, retail earnings roundup, Salesforce earnings preview. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Send us a textWith the "downdown" of the reservoir, much if what is underwater is currently exposed until January. Lost springs, old forests, and Florida history are visible now. The Madcaps discuss their experiences exploring the Rodman Reservoir. Please subscribe! Shares and reviews are much appreciated!Get your FREE sticker from the Florida Springs Council and sign up to be a springs advocate at https://www.floridaspringscouncil.org/madcapsQuestions and comments can be emailed at thefloridamadcaps@gmail.comRyan can be found on Instagram at: https://www.instagram.com/the_fl_excursionist/Chris and Chelsey can be found at https://www.instagram.com/sunshinestateseekers/?hl=en
Even the enemy love Australia.Shares in our very own Racehorse go live TONIGHT at 6pm here: https://hellosport.shop/Good Day Multivitamin & Day Lyte Electrolytes, it's the least you can do. Use code 'dribblers' for 10% off your order here: https://www.begoodhealth.com.au/4 Pines, a brewery born in Manly and enjoyed everywhere. Vote for 4 Pines Japanese Lager in the GABS Hottest 100 here: https://gabshottest100.com/au-vote/Neds. Whatever you bet on, Take it to the Neds Level. Visit: https://www.neds.com.au/Usman Ruled OutPommy E-Scooter CrimeStokes Glazing AustraliaWest Tigers Board SackedNRL Whip Around Hosted on Acast. See acast.com/privacy for more information.
Richard McGirr shares why facts alone don't move investors and how a well-crafted personal story can radically improve your marketing and capital raising. He walks through Russell Brunson's Epiphany Bridge script, showing how it builds on the classic Hero's Journey to turn your backstory, “wall,” and breakthrough into a compelling narrative that breaks your audience's false beliefs. Using his own journey—from a collapsed software company and wiped-out income to discovering real estate and reworking a failed Property Llama webinar into a six-figure sales engine—Richard illustrates how story-based presentations can dramatically increase conversions. He closes by challenging listeners to define their own “why,” clarify the moment they realized their old plan wouldn't work, and use that narrative framework in every investor conversation, not just on webinars. Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
Richard McGirr interviews Hiten Samtani, founder of 1031 Media and creator of The Promote. Hiten shares how his background running the newsroom at The Real Deal shaped his approach to storytelling, why he built a media company that treats real estate like the character-driven, high-stakes world it truly is, and how entertainment is the secret ingredient missing from most industry coverage. He and Richard dig into niche media strategy, viral growth, CRE culture, and why “knowing your audience” is the only real moat. They also explore Twitter/Retweet's rise and collapse, the LP Whisperer saga, the structural issues behind traveling HFCs in Texas, and the massive power shift happening as Blackstone and other institutions move aggressively into retail capital. Hiten explains why syndicators face new competition, why pref is dominating the capital stack, and how storytelling shapes who wins attention—and deal flow. Hiten SamtaniCurrent role: Founder, 1031 Media & Creator of The PromoteBased in: New York, New YorkSay hi to them at: https://www.thepromote.com/ https://podcasts.apple.com/us/podcast/the-promote-podcast/id1801355295 https://x.com/hitsamty https://www.linkedin.com/in/hitsamty Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
John Chang shares why commercial real estate data has become less reliable following the DOJ's settlement with RealPage, and how losing access to more precise rent and vacancy feeds weakens investor decision-making. He walks through the market's wildly shifting expectations for a potential December 10 Fed rate cut and argues that political pressure and policy uncertainty—not the cost of capital—are what's really slowing hiring and expansion. John then looks at how tariffs, tight immigration policies, and a softer job market could temporarily dampen household formation and apartment absorption in 2026 across apartments, retail, and industrial, while creating pent-up demand that returns later in the cycle. Finally, he explains why investors who can secure positive leverage today—higher cap rates against moderating debt costs—may be better positioned for the next upswing if they buy before sentiment and competition turn. Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
John Casmon interviews Ed Mathews, a former Silicon Valley tech executive who walked away from a high-flying software career to build a more family-centered, freedom-focused life through real estate. Ed shares how missing too many “18 summers” with his daughters pushed him to leave DocuSign and go all-in on multifamily after seven years of flipping houses and small-building rehabs on the side. He explains how he scaled his Connecticut portfolio by finding “rock star” contractors through trade-to-trade referrals, building tight systems, and using process—not heroics—to let average people perform exceptionally well. Ed details why he prefers long-term residents over constant value-add turnover, how he achieved 4.2-year average stays, and why responsiveness, respect, and presence on site drive both mission and NOI. The conversation closes with his shift away from property management toward asset management, his expansion into AI-powered operations, and the launch of both a debt fund and private equity fund to pursue larger 150-unit-plus acquisitions. Ed MathewsCurrent role: Founder & CEO, Clark Street CapitalBased in: ConnecticutSay hi to them at: Website: https://www.clarkst.com Phone: (860)675-5800] YouTube: https://www.youtube.com/@clarkstinvestorsacademy Podcast: https://www.clarkst.com/podcast LinkedIn: https://www.linkedin.com/company/clark-st-capital Twitter: https://twitter.com/clarkstcapital1 Facebook: https://www.facebook.com/ClarkStCapital Instagram: https://www.instagram.com/clarkstcapital Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
Matt Faircloth interviews Robert Beardsley, partner at Lone Star Capital (LSCRE), about navigating the current multifamily cycle, surviving 2021–2022 acquisitions, and why the most resilient opportunities today hinge on debt structure, affordability incentives, and supply-constrained submarkets. Robert breaks down how Texas multifamily has shifted from a “prices only go up” environment to a more balanced but still competitive market, where Class B suburban assets with little new supply outperform shiny Class A developments offering heavy concessions. He explains how LS CRE avoided major distress by minimizing bridge debt exposure and shifting early into affordable-housing-driven acquisitions—leveraging tax-exemption partnerships with housing authorities to create stable NOI without risky value-add pushes. The two dive deep into rising treasuries, soft-landing odds, rent-to-income resilience, recession risk, Texas HB 21 fallout, and why hundreds of improperly structured tax-exemption deals may implode when exemptions expire in 2026. Robert BeardsleyCurrent role: LSCRE, Founder/CEOBased in: Houston, TexasSay hi to them at: https://lscre.com Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
Pascal Wagner interviews Bronson Hill, founder of Bronson Equity, about how LPs can invest confidently in today's noisy and divided market. Bronson shares how raising $50M+ across multifamily, oil & gas, and alternative real estate has shaped the way he vets operators, evaluates risk, and structures deals more conservatively after recent market challenges. He explains why understanding your true investment objective—cash flow, tax benefits, or equity growth—is the key to picking the right deal, and why due diligence should start with the market, then the operator, then the deal. Bronson also walks through his shift toward more control as a GP, including his Altadena modular housing redevelopment project after the California wildfires, and why debt funds and royalties are gaining traction with LPs seeking stability and monthly income. Bronson HillCurrent role: Founder & CEO, Bronson EquityBased in: Pasadena, CaliforniaSay hi to them at: Facebook: https://www.facebook.com/bronson.hill.37 | https://www.facebook.com/BronsonEquityLinkedIn: https://www.linkedin.com/in/bronsonhill | https://www.linkedin.com/company/bronson-equity/mycompanyYoutube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfgInstagram: https://www.instagram.com/bronsondavidhillWebsite: https://bronsonequity.com Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
Amanda Cruise and Ash Patel interview Thomas A. Kucharski, president and CEO of Invest Buffalo Niagara, about how his organization has helped transform Western New York from a legacy manufacturing market into a growing tech and advanced industry hub. He explains how their team centralizes regional data, builds commercial listing systems, and acts as a neutral connector to incentives, infrastructure, and workforce programs—without taking commissions—so companies can de-risk expansions and relocations. Tom shares case studies ranging from Odoo's tech expansion and Milk-Bone's reinvestment to Tesla's solar facility and large industrial site redevelopments on former steel mill land, highlighting the importance of shovel-ready sites and public–private collaboration. He also digs into cross-border Canadian investment, tariffs, and why developers and local businesses “pay to play” not for sweetheart deals, but to collectively grow jobs, investment, and the regional tax base. Thomas A. KucharskiCurrent role: President & CEO, Invest Buffalo NiagaraBased in: Buffalo, New YorkSay hi to them at: https://buffaloniagara.org Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
Matt Faircloth sits down with Ben Lapidus for a deep-dive into the origins, evolution, and future of the Best Ever Conference as it approaches its tenth year. Ben shares how a chance Skillshare class with Joe Fairless in 2012 sparked their partnership, how the conference grew from 175 attendees to a premier commercial real estate event, and why it remains intentionally focused on capital-raising and syndication. They walk through standout memories, the impact BEC has had on major companies in the space, and what attendees can expect from the 2026 agenda. The conversation also previews this year's speakers, Pitch Slam details, and why the event consistently delivers high-value networking. Ben LapidusCurrent role: Coordinator, Best Ever ConferenceBased in: Denver, COSay hi to them at: https://besteverconference.com/ | benlapidus.com/coaching | playground.properties | Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/ Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices