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EVEN MORE about this episode!Julie Ryan has remotely scanned patients during surgeries for more than 30 years—but says she had never seen anything like what appeared during her husband Tim's operation. As people around the world prayed for him, Julie perceived the operating-room ceiling completely filled with cherubs.After weeks away from The Ask Julie Ryan Show while Tim underwent surgery, Julie returns to share the extraordinary experience and what she believes may have connected it to prayers being offered by children at Dominican schools around the world, along with Franciscan sisters in Illinois.Then Julie takes calls from around the globe for medical intuitive scans, energetic healing, spirit communication, past-life exploration, and messages from deceased loved ones.Mary asks about treatment-resistant depression and ketamine, leading to a discussion of metabolic approaches to mental health. Deanne calls about recurring C. diff and colitis, and Julie performs an energetic scan and healing while discussing digestive health.Meg and her daughter Ella connect with Meg's deceased father, Mike, and beloved dog Ebony. Julie explains how she believes anyone can begin communicating with deceased loved ones and explores whether animals can participate in signs from Spirit.Nick calls from Thailand about his lifelong fear of animals. Julie explores what she perceives as a past life in 1912 Siberia involving sled dogs and a wolf attack—and discusses whether unresolved experiences from another lifetime could influence fears in this one.Julie also scans a caller's friend experiencing severe vision loss and later connects intuitively with Birdie, a dog diagnosed with an intestinal tumor.From cherubs in an operating room and the power of prayer to spirit communication, past lives, medical intuition, energetic healing, and beloved animals, this episode explores the possibility that there may be far more happening around us than we can physically see.Episode Chapters:(0:00:00) Julie Returns & Shares an Update on Tim (0:02:51) Cherubs Filled the Operating Room—What Did Julie See? (0:08:56) Ketamine, Keto & Treatment-Resistant Depression (0:13:09) Colitis, C. Diff & a Medical Intuitive Scan (0:24:35) Can Anyone Communicate With Deceased Loved Ones? (0:37:18) Can a Past Life Cause a Lifelong Phobia? (0:44:18) Severe Vision Loss: What Does Julie's Scan Reveal? (0:51:06) Medical Intuition Training Winner (0:54:59) Can Animals Tell Us What's Making Them Sick? (1:02:56) Closing Thoughts & Prayers for Tim➡️ Subscribe to Ask Julie Ryan YouTube➡️ Julie's Intuitive Trainings✏️ Ask Julie a Question!

Shares in Southwest Airlines (LUV) have struggled to lift off from a new floor in the stock chart. Rachel Dashiell of Charles Schwab shows how bears clawed into the stock by highlighting key support and resistance levels. As she explains, Southwest Airlines is currently flying near the middle of a five-year range. ======== 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/schwab-Network/dp/B08JJRQG9T/Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkFollow 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 - About | Schwab Network

Shares of Meta Platforms (META) have remained in a wide but strong consolidation over the last year as investors remain wary on the Mag 7 giant's growing spending tied to the AI buildout. George Tsilis takes investors through his analysis of the company's earnings and financial standing as Meta launches new AI-related products, from Muse and Meta One to a line of smart glasses. He then takes investors through his technical analysis of Meta's stock chart. ======== 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/schwab-Network/dp/B08JJRQG9T/Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkFollow 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 - About | Schwab Network

Shares in Lyft Inc. (LYFT) hit the brakes after Guggenheim downgraded the stock to neutral from buy and lowered its price target. George Tsilis explains why the analyst is easing its foot off the gas for Lyft. He then turns to a pair of price target hikes in Alphabet (GOOGL) and Salesforce (CRM), as analysts tied to those stocks see AI momentum benefitting both stocks. ======== 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 – 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

Today's oxygen patients are being diagnosed earlier, staying active longer and demanding greater mobility than ever before. At the same time, advances in portable oxygen technology are helping expand the range of patients who may benefit from the therapy, says Dan Dunmire, director of respiratory clinical solutions for Rhythm Healthcare. In this special sponsored episode of HME News in 10, Dunmire: • Explains how the oxygen patient population has evolved and what that means for providers • Challenges long-held assumptions about which patients are good candidates for portable oxygen therapy • Shares practical guidance on matching patients with the right portable oxygen solution • Looks ahead to the next generation of portable oxygen technology "I think the companies that are going to be most successful in the portable oxygen space are the companies that are going to keep the needs and the activity and the mobility of the patients at the forefront," he said. Listen now to learn how advances in POC technology are helping providers support patient mobility, compliance and quality of life. Host: Liz Beaulieu Guest: Dan Dunmire

What makes a hard conversation so hard?Sometimes it's what we need to say. Sometimes it's what we're afraid we'll hear. And sometimes it's the story we've already told ourselves about what will happen if we speak honestly.In this episode of Girl, Take the Lead!, I'm joined by Kerry Siggins, CEO of StoneAge and author of Talk with Trust: How to Own Feedback, Spark Growth, and Build Stronger Teams.And we begin the conversation a little differently—with three deep breaths.It's a practice Kerry uses with her own team to help people become more present before stepping into the work ahead. And it turns out to be a fitting way to begin a conversation about feedback, trust, emotional reactions, and the courage it takes to say what needs to be said. Kerry shares her SHARES model for approaching difficult conversations with greater clarity, curiosity, and intention. We explore why trust is at the heart of meaningful feedback, why being direct and being kind aren't opposites, and why we're responsible for how we show up in a conversation—but not for controlling the other person's response. We also talk about what happens when we're on the receiving end of feedback.Kerry shares a painful experience when someone close to her told her she was “erratic” and difficult to work for. Her first reaction was anger. She wanted to defend herself. Instead, she gave herself time and eventually asked a powerful question:What can I own in this feedback?That question helped her separate the way the feedback was delivered from what might still be useful for her to hear. I share a difficult feedback experience from my own corporate career, and together Kerry and I look at what might have changed if curiosity had been part of that conversation.Throughout our discussion, we return to the power of the pause—giving ourselves space when we're triggered rather than immediately defending, explaining, or reacting. Kerry challenges us to consider:Am I trying to be right—or accurate?Right—or curious?Right—or influential? Because hard conversations aren't just workplace conversations. These skills matter with our partners, our children, our friends, our neighbors—and anyone with whom we want to build trust.In this episode, we explore:Why trust is at the heart of giving and receiving feedbackKerry's SHARES framework for hard conversationsWhy clarity and kindness belong togetherThe difference between describing behavior and judging someone personallyWhat defensiveness may be trying to protectWhy curiosity can change the direction of a difficult conversationHow taking a pause can help us respond rather than reactWhat we are—and aren't—responsible for in another person's reactionThe often-overlooked consequences of not having the conversationWhy feedback can still contain something useful even when it isn't delivered wellAbout Kerry SigginsIn 2023, Kerry was named an EY Entrepreneur Of The Year and Colorado CEO of the Year. She is a speaker, podcast host, and contributor to Forbes and Entrepreneur. She is the author of The Ownership Mindset: A Handbook for Transforming Your Life and Leadership and Talk with Trust: How to Own Feedback, Spark Growth, and Build Stronger Teams.Connect with KerryWebsite: kerrysiggins.comLinkedIn: Kerry SigginsYouTube: Kerry SigginsPodcast: The Kerry Siggins PodcastBooks: The Ownership Mindset and Talk with TrustConnect with Girl, Take the Lead!Website: girltaketheleadpod.comYouTube: Girl, Take the Lead!LinkedIn: Yolanda “Yo” CannyInstagram: @girltaketheleadpodFacebook: Girl, Take the Lead!Pinterest: Girl, Take the Lead!Listen to Girl, Take the Lead! wherever you enjoy podcasts.A question to considerIs there a conversation you've been avoiding—and what might be the cost of not having it?

Women Leaders Psychological Safety: How Kerry Siggins Turned "You're Erratic" Into Her Best Leadership Lesson Last updated: September 3, 2026 Trusted by leaders at Stanford University, Ernst & Young, Autodesk, MGM Grand Resorts, and Farmers Insurance Executive Summary: The word that stung most in StoneAge CEO Kerry Siggins' toughest feedback moment was the word that was true. Here's her litmus test for real feedback, how she builds psychological safety without losing accountability, and how women leaders navigate the double bind. Quick Takeaways: If feedback "stings," there's probably truth in it worth examining Psychological safety and accountability aren't opposites — done right, they build each other The double bind is real: women who are direct risk being called aggressive Influence matters more than being right — and it changes how feedback lands U.S. employee engagement hit a decade-low of 31% in early 2026 Jump to:The Feedback Story · Spotting Valid Feedback ·Safety vs. Accountability · The Double Bind ·Action Plan · FAQ As an executive leadership coach with over 30 years of experience (MA, MFT, PCC) working with Fortune 50–1000 companies, I've watched brilliant women leaders freeze in two different ways: some can't tell which feedback to take seriously and which to release, and others have been burned so badly by being called "too direct" that they've gone quiet. Both patterns erode psychological safety — theirs, and their team's. This is Part Two of my conversation with Kerry Siggins, CEO of StoneAge and author of Talk With Trust: How to Own Feedback, Spark Growth, and Build Stronger Teams. In Part One, we walked through her SHARES framework for difficult conversations. Here, we go deeper into the moment that started it all — the day a trusted colleague told her she was "erratic" — and what she's learned since about telling real feedback from noise, building psychological safety without losing accountability, and the double bind that so many women leaders still navigate every day. The Feedback That Almost Cost Kerry Siggins Her COO — And Changed Her Leadership Kerry had spent a year having what she thought were deep, honest conversations with her COO. Then, in a discussion about his role and growth path, it came out all at once: "You think you're this inspiring CEO who disrupts the industry, but really what you are is erratic, and you're really hard to work for. You're the problem." Kerry's first instinct was to fire him. She paused instead — because, as she told me, "I don't want to react in the moment." That pause is the whole story. Kerry went home, sat with the feedback, and asked herself a simple question: what's true about this? She landed on one word — erratic — and traced it back to something real: her fast pace and love of new ideas could look, from the outside, like constant direction-changing. She decided, in that moment, to become a "cool, calm, and collected, unflappable leader." It changed how she led. It also cost her the relationship — the way the feedback was delivered damaged the trust between them beyond repair, and her COO eventually left the company. Both things were true at once: the feedback was a gift, and the delivery broke something. That tension is exactly why psychological safety matters — not as comfort, but as the structure that lets hard truths get said before they explode. How to Tell Valid Feedback From Noise Kerry's litmus test is disarmingly simple: if it stings, there's probably some truth to it. She described being called "disingenuous" by someone recently and letting it go completely — because it didn't sting. She knows who she is on that dimension. But "erratic" stung, because some part of her recognized it. That sting is data. The follow-up question matters just as much: is this feedback about who I am, or about someone else's perception and unmet need? "Just because something hits your identity," Kerry said, "doesn't mean that person is right or wrong — it just means they're seeing things differently." Her advice for women leaders receiving feedback that challenges their identity: get curious, ask for examples, and then decide. "Do you want to be right, or do you want to be accurate?" Accuracy requires asking questions. Being right just requires defending your position. She also named something every leader has lived: most of what reaches you has already been filtered. The brain can only process a tiny fraction of available information, and the person giving you feedback is filtering it further through their own fear of your reaction. The fix is direct: ask "what are you not saying right now?" and genuinely invite the rest. Psychological Safety vs. Accountability: Why They're Not Opposites Most leaders treat psychological safety and accountability as a tradeoff — soft versus firm, safe versus serious. Kerry rejects that framing entirely. "There can be accountability in how you're addressing any kind of challenge through dialogue," she said. Her practice: after a hard conversation, put recurring check-ins on the calendar — not as a punishment, but as a standing space to talk about progress, struggles, and wins. "My manager really cares about me" and "I'm being held accountable" become the same sentence, not opposite ones. Accountability only becomes destructive to psychological safety when it's used as a weapon instead of a rhythm. This is the same territory I mapped out recently in a LinkedIn post on the three pillars of trust — and two of them apply directly here. Trust isn't built in one big moment. It's built in the small moments people learn they can count on you. — Sabrina Braham, MA, MFT, PCC Authenticity breaks when a leader hides a mistake to protect their image instead of admitting when they're wrong — exactly what Kerry avoided by sitting with "erratic" instead of dismissing it. And reliability breaks when accountability only shows up when something goes wrong instead of on a consistent rhythm — which is precisely why Kerry's recurring check-ins work: the consistency itself is what makes accountability feel like care instead of a threat. The Double Bind: When Direct Reads as Aggressive I asked Kerry directly: women leaders often face a double bind — direct enough to be respected reads as aggressive; warm enough to be liked reads as weak. How do you navigate it? Her answer came from experience: a fellow board member once told her, in front of a long-time customer, that she was "aggressive" and an "overachiever" — framed as a flaw. "There's no way he would have ever said that to a man," she said. This isn't just anecdote. New 2026 research out of INSEAD confirms the bind is still fully intact: promotion-focused language — bold, action-oriented, opportunity-framed — tends to clash with gendered expectations for women leaders, while prevention-focused, risk-aware language can reinforce perceptions of low competence, a tension that gets sharper under crisis or high pressure. Separate research on women serving as corporate board directors found something even more troubling: the constant work of switching between "warmth" tactics and "competence" tactics to avoid backlash is itself a driver of the disproportionate burnout many women in leadership report — the double bind isn't just unfair, it's exhausting in a measurable way. Kerry's shift wasn't to soften herself — it was to change what she was optimizing for. "I changed my perspective: do I want to be right, or do I want to influence?" When someone in a meeting takes her idea and repeats it as their own, she no longer takes it personally. "That's a great idea, let's build on that" gets her further than proving the idea was hers first. Influence, not being right, became her north star — and it's a reframe available to any woman leader caught in the double bind. You don't have to shrink to be trusted. The FREE Leading Before You're Ready Playbook gives you language and a framework for navigating exactly this — leading with directness and building the trust that gets you promoted. GET THE FREE PLAYBOOK  Implement This Week: Building Psychological Safety Without Losing Accountability (10 minutes) Recall the last piece of feedback that stung. Write down exactly why it stung — what did it touch that you believe about yourself? (15 minutes) Separate what's accurate from what's someone else's unmet expectation. Ask: is this something I need to work on, or a relationship I need to manage? (5 minutes) Identify one relationship where you suspect you're only getting filtered information. Plan to ask directly: "What are you not telling me?" (20 minutes) Put one recurring check-in on the calendar with a direct report — framed around progress and support, not correction. (This week) Bring one piece of feedback to your own team: "I'm working on X, and I'd love one honest thing I could do better." Modeling receptivity is the fastest way to build a feedback culture. (Ongoing) The next time you're told you're "too direct," ask for a specific example before deciding whether to change anything. Success metric: you leave with clarity, not just a feeling. Common Mistakes Leaders Make With Feedback and Safety Treating every sting as truth. Not all feedback that hurts is accurate — some reflects the other person's ego or fear, not your reality. Examine it before you internalize it. Defending instead of asking. Over-explaining your intentions in the moment shuts down the other person's willingness to keep talking, even if it doesn't feel defensive to you. Using accountability as punishment. If check-ins only happen when something goes wrong, people stop seeing them as safe — and stop bringing you the truth early. Softening yourself to avoid the double bind. Shrinking your directness doesn't resolve the bind — it just trades one cost for another, and the research suggests the constant self-regulation itself carries a burnout cost. Shift toward influence instead of retreat. Reading body language as neutral....

Hosts: Ed Jones (Owner – Nutrition World) & Clint Powell A variety of topics all related to living a healthy life Presented by: Nutrition World www.nutritionw.com Broadcasting from the Nooga Dentistry Studio www.noogadentistry.com Production of: Whitfield Media Group www.vitalhealthradio.com Title: Pasture-Raised Eggs and Smarter Supplementation  [0:02:35] Clint's Podcasts & New Health Success-Story Show Clint mentions he has multiple podcasts under the Nuga Podcast umbrella. Shares that he's curating and sharing many shows (20+). Ed and Clint plan a new podcast through Nutrition World on health success stories. [0:03:02] Ed's Injury & The Body's Healing Power Ed describes nearly severing his middle finger in a steel door. Took 3 days to stop bleeding, now ~70% healed in 5 days. Uses this to illustrate the “magic” of the human body when given what it needs. Critiques tendency to credit treatments instead of the body's inherent healing capacity. Highlights tension between the traditional medical model and holistic philosophies. [0:04:25] New Azure Partnership for Food Products Announces partnership with Azure (AZURE): Nutrition World will stock ~100 new high-quality, holistic food items: Maple syrup, coconut oil, apple cider vinegar, organic chicken breast, cheeses, farm butters, etc. Positioned as top-quality natural food products aligned with Nutrition World's standards. [0:05:13] Ed's Bodybuilding Contest Prep & Carb Refeed Lesson Ed is training for his 4th Chattanooga fitness/bodybuilding contest. Coached by Matt Davis (Train Station gym owner) and his wife Julie. Current approach: High protein, ~40% fewer calories than usual. Dealing with hunger and caloric restriction. Matt's key advice: Eat 300g carbs (vs usual 50g) on a specific Sunday. Result: Ed realized how depleted he had been; refeed improved performance and appearance. [0:11:08] Segment with Kristy: Homesteading, Chickens, and Truly Pasture-Raised Eggs Christy: long-time friend and staff member at Nutrition World; now a homesteader. Has ~100 chickens, plus donkey, goats, dogs, cats, husband. Sells eggs through Nutrition World; Ed personally eats 12–18 of her eggs per week. Philosophy: Doesn't “domesticate” or Instagram her chickens. Lets chickens “do chicken things”: peck, eat bugs, scratch soil. No chemicals on property: no weed killers, garden chemicals, or pest sprays. Birds are effectively free-range in the woods, not fenced.  Predator Management with Donkey & Dogs Previously lost 3 chickens to a fox attack. Now uses: Bradford the donkey – daytime guardian; alerts with noise and stomping. Great Pyrenees dog – night guardian for coyotes. Roosters help herd hens to cover when alerted. [0:15:36] Water Filtration & “Structured Water” for Animals Christy filters all animal water with a strong (non-RO) filtration system. Then uses a “structuring” device that swirls water to mimic natural flowing water over rocks, restoring “life” and improving hydration. Reports animals (and people) feel more hydrated and less thirsty on structured water. [0:18:13] Egg Production, Breeds, and Yolk Color Different shell colors = different breeds (white Leghorn, Rhode Island Red, etc.). Shell color does NOT indicate health (brown ≠ healthier than white). Key health marker: deep orange yolk Pale yellow = missing nutrients, especially protein-rich, nutrient-dense feed. Production: A chicken lays about 5–6 eggs/week, with 3 most productive years. Christy does not cull hens at 2–3 years like many operations; keeps older birds for tick and bug control and because they're still valuable. [0:21:17] Feed, Herbs, and Natural Health Strategies Summer: chickens get very little commercial feed, mostly bugs and forage. Uses pumpkin seeds, oregano, rosemary, etc. daily to support gut health and control worms. Avoids antibiotics; instead builds terrain (overall resilience) through diet and environment. [0:22:07] Eggs as “Perfect Protein” & Cholesterol Discussion Ed: eggs have top-tier Protein Efficiency Ratio (PER) and complete amino acid profile. Highlights key yolk nutrients: especially choline for brain health. Addresses cholesterol myth: Ed eats 12–18 eggs/week, yet his total cholesterol is ~140 and ApoB is 43 (very low). Emphasizes ApoB and Lp(a) are more meaningful than plain cholesterol. Suggests dietary cholesterol from eggs is not the main driver of cardiovascular risk for most people. Organic eggs: chickens get organic feed, but may still be caged indoors. Producers can sometimes switch feed briefly and still qualify. Pasture-raised: chickens outdoors, in sunlight, foraging — Christy's preference and Ed's recommendation. Chickens are not vegetarians; they're meant to eat bugs and animal protein, so “vegetarian-fed” marketing is misleading for their natural diet. [0:26:34] Other Egg Tips Chickens love scrambled eggs as a high-protein treat. She also feeds them crushed eggshells back for calcium, supporting strong shells. Storing unwashed farm-fresh eggs: Have a natural “bloom” (protective coating). Can be kept unrefrigerated for ~6 weeks or more. Storing retail eggs: Legally must be washed, removing that coating. Must therefore be refrigerated and cannot safely sit on the counter. [0:33:27]  Segment with Curt Dearing: Deprescribing & “Desupplementing” Curt recaps prior discussion on deprescribing medications and the danger of polypharmacy (average American: ~17 prescriptions/year). Introduces “desupplementing”: Many people take too many supplements, often focused on low-impact (“tier 4”) items rather than foundational ones. Goal: simplify supplement regimens, cut redundancy, and focus on what truly matters. Warns about a false sense of security: People think “I'm taking a pill, so I don't need to improve diet or lifestyle.” Applies to pharmaceuticals and supplements. [0:37:41] Case Study: Simplifying a Real Person's Regimen Medications this person was on: Atorvastatin (for cholesterol) Nexium (PPI for reflux) Amlodipine (for blood pressure) Zoloft (for mood) Curt's key points: Standard lipid panel is limited; LDL number alone is not predictive. Recommends advanced lipoprotein testing (ApoB, etc.) and calcium score. Patient had a calcium score of 0 (good), but: That only measures calcified plaque, not soft plaque. Still must monitor inflammation markers like hs-CRP. On specific meds: Atorvastatin: Curt can support stopping it outright, especially with good advanced labs and zero calcium score. Notes statins lower numbers but don't always improve real-world outcomes or calcium scores. Nexium (PPI): Must taper (risk of rebound acid if stopped cold turkey). Long-term use harms magnesium, calcium, micronutrient absorption and may affect bones, kidneys, cognition. Amlodipine: Often tapered (half-dose a few weeks, then lower), while improving lifestyle and boosting magnesium intake. Curt believes conventional targets may push blood pressure too low in older adults. Zoloft: Psych meds generally need careful tapering, not abrupt cessation. [0:47:51] Desupplementing: Cutting Redundancy & Upgrading Quality Key supplement clean-up actions Curt recommends in the case study: Switch to a high-quality multivitamin that includes: B vitamins → drop separate B-complex. CoQ10 (100 mg) → drop separate CoQ10. Vitamin D: always pair with Vitamin K for calcium direction (bones vs arteries). Probiotics: Take breaks (e.g., a month off periodically). Rotate brands/strains, including spore-based options. Quercetin + stinging nettle for allergies: Great combo, but if allergies are seasonal, use it seasonally, not all year. Magnesium: Many people take too little and/or the wrong form. Curt prefers glycinate and taurate for blood pressure, relaxation, sleep, and broad benefits. Omega-3s: Ensure triglyceride form for better absorption. For blood pressure and inflammation, consider high-DHA formulas (e.g., DHA Extra ~960 mg DHA). Berberine/Bergamot: Combines as “Berbercol” to support lipids, blood sugar, and cardiovascular health. Weight-loss products: Instead of chasing stimulants, tackle sleep quality, mood, and lifestyle (he mentions different forms of saffron for mood vs weight management, with the right extract making a difference). Overall result: fewer pills, more targeted impact, and cost savings. [0:56:11] Policy Wins, Tax Treatment of Supplements, and Food Spots Ed shares good news on alternative health funding: Despite fears it might be cut from the federal budget, support for alternative/holistic health remains in the proposal. Dietary Supplement Access Act: Would classify dietary supplements as a qualified medical expense in the IRS code. Proposed annual limits: Up to $500/year per individual. $250/year for married filing separately. Could effectively make many people's basic supplement costs tax-advantaged. Ed plugs Tallow House in Cleveland (tallow-based burger concept, extremely busy) and his regular Cheesecake Factory order: Steak Diane, extra broccoli, extra mushrooms, no mashed potatoes. Matches his preferred macro pattern: high protein, healthy fat, and a colorful vegetable. Clint closes by encouraging listeners to control what they can about their health and keep making incremental improvements. The post Radio Show / Podcast – September 13, 2026 first appeared on Vital Health Radio.

Why can our own patterns be so difficult to see?You might think repetition would make them obvious. But what if repetition does the opposite—making our patterns feel so familiar that we stop noticing them?In this Sound Bite (12:56), Yo reflects on her recent conversation with Broadway actress, author, and success coach Leslie Becker about limiting beliefs and Leslie's Gotcha Exercise.That conversation led Yo to wonder about the patterns that keep showing up in our lives.Maybe we keep taking responsibility for everything.Maybe we avoid asking for help.Maybe we say yes and then feel resentful.Maybe we become defensive when someone questions us.Each individual experience may have a perfectly reasonable explanation. But what happens when we stop looking at them separately and ask:What keeps repeating here?Yo explores how a recurring pattern may point us toward beliefs we haven't recognized yet—and how those beliefs and patterns can begin reinforcing one another.If I believe I have to take care of everything myself, I may not ask for help.Then I end up taking care of everything myself.And suddenly I have more evidence for the belief:See? I knew I couldn't depend on anyone.Round and round we go.In This Sound Bite:Why repetition can actually make our patterns harder to seeHow the circumstances can change while our roles, reactions, or emotions remain familiarThe question: Who do I keep becoming when this happens?Why finding the belief underneath a pattern can take some diggingHow Yo uses journaling to move beneath the explanation or story she already knowsByron Katie's invitation to question what we believe: Is it true?How beliefs and patterns may reinforce one anotherWhy recognizing a pattern doesn't mean we've changed itHow awareness can create enough space for a different choiceWhy compassionate curiosity may be more useful than judgmentThe quieter bravery involved in looking honestly at ourselvesAs Yo reflects:We can't question a belief we haven't found.And we can't change a pattern we can't see.Maybe the first step isn't asking ourselves what we need to change.Maybe it's simply becoming curious about what keeps showing up.A Question to Consider:What keeps repeating in your life—and what might it be asking you to see?Coming Next on Girl, Take the Lead!Yo's next guest is Kerry Siggins, CEO of StoneAge and author of Talk with Trust: How to Own Feedback, Spark Growth, and Build Stronger Teams.Kerry and Yo explore feedback, trust, difficult conversations, and the courage it takes not only to say what needs to be said—but to hear it.Kerry also shares her SHARES model for navigating difficult conversations, while she and Yo consider another kind of pattern worth noticing:What happens inside us when feedback makes us defensive?Can we notice the reaction, pause, and stay in the conversation rather than protect ourselves from what we're hearing?Until then, remember:Leadership takes bravery—and sometimes bravery begins with seeing the patterns we've learned not to see.

Carl Quintanilla, Jim Cramer and David Faber reacted to fresh warnings involving AI safety. One Anthropic researcher who resigned from the company accused the startup and its rival OpenAI of "gambling with our lives," while a current Anthropic researcher said he believes there is a more than 10% chance of AI "killing all humans." At the Goldman Sachs Communacopia + Technology Conference in San Francisco, David interviewed CoreWeave CEO Mike Intrator about AI and the data center backlash. Cramer explained the significance of higher oil prices' impact on the markets, after Brent crude surpassed $100/barrel for the first time since July. Also in focus: What to expect from Wednesday's Apple's product event; What Airbnb's CEO told David about AI fears; Shares of Jersey Mike's surge on its first earnings report since going public. 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 Fan MailThis past weekend, the Madcaps went to South Florida.  Ryan visited the Florida Keys and Everglades.  Chris and Chelsey visited Southwest Florida.  They share their experiences and recommendations in this episode. 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

George Tsilis breaks down the biggest earnings movers kicking off Wednesday's trading day, including Chewy (CHWY), which sold off when revenue missed Wall Street estimates. Shares in Casey's (CASY) fell even steeper even though it beat on earnings. Signet Jewelers (SIG) surged after it raised guidance for 2027. ======== 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 – 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

Did baby boomers become wealthy because they were better investors, or were they simply born at the right time?   It is a confronting question, because millions of Australians who bought property, invested in shares and contributed to superannuation over the past 40 years enjoyed one of the strongest financial tailwinds in modern history.   From the early 1980s, inflation and interest rates generally trended lower. As the cost of money fell, asset values rose, borrowing became progressively easier, and property, shares and bonds delivered unusually strong long-term returns.   Of course, plenty of boomers worked hard, saved carefully and made sensible decisions. Yet effort alone does not explain the extraordinary increase in household wealth. Timing played a much larger role than many people are comfortable admitting.   My guest today, Ashley Owen, believes that this golden era has ended. He argues that younger Australians are entering a very different world, with persistent inflationary pressures, higher average interest rates and potentially lower real returns across property, shares and bonds.   If Ashley is right, investors can't simply extrapolate the returns of the last 30 or 40 years into the future. Retirement calculations may be too optimistic, traditional asset allocations may be less reliable, and the next generation may need to save more, invest differently and remain invested for longer.   In this episode I'm speaking with Ashley Owen about how Australia's investment environment has changed across generations.   Join me as we unpack what this means for investors, retirees, and the next generation.   Takeaways    • Inflation is global, so Western economies tend to rise and fall together. • Long periods of falling inflation create unusually strong returns across most asset classes. • Government borrowing and loose fiscal policy can keep inflation pressures elevated. • Military spending has repeatedly triggered major inflation spikes throughout history. • The best recent investing decade was boosted by declining inflation and interest rates. • Shares generally outperform bonds and cash during most long-term market cycles. • Bonds can deliver weak or negative real returns during high inflation periods. • Australian housing holds up better because debt is eroded by inflation over time. • Rising protectionism and re-shoring increase costs across goods, wages, and supply chains. • Starting early and avoiding crowd behaviour matter more than chasing short-term trends.   Chapters • 05:08 - Why investors need a 150-year view of inflation • 08:54 - Three lessons from 150 years of global inflation • 22:26 - Every driver of the golden era has now reversed • 29:38 - What returns look like in high-inflation decades • 37:29 - Why Australian housing is the standout asset class   Links and Resources:   Answer this week's trivia question here - https://www.propertytrivia.com.au/ •        Win a copy of How To Grow A Multi-Million Dollar Property Portfolio In Your Spare Time. •        Every entry receives a copy of a fully updated Michael Yardney Property Report.   Michael Yardney – Subscribe to my Property Update newsletter here     Get the team at Metropole to help build your personal Strategic Property Plan. Click here and have a chat with us.    Ashley Owen, Director of Owen Analytics https://www.owenanalytics.com.au/   Get a bundle of eBooks and Reports at: www.PodcastBonus.com.au   Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future.   About The Michael Yardney Podcast | Property Investment And Wealth Creation Australia   The Michael Yardney Podcast is one of Australia's leading property investment podcasts, helping investors understand the Australian property market and build long-term wealth through strategic property investing.   Each week we explore:   • Australian property market updates• Property investment strategies in Australia• Melbourne property market trends• Sydney property market forecasts• Brisbane property investment opportunities• Capital growth property strategies• Property cycles in Australia• Negative gearing and tax strategy• Interest rates and their impact on property• Buyer's agent insights and investment planning   If you're serious about building a high-performance property portfolio and creating financial freedom through real estate, this podcast will give you the clarity and strategy you need.   Learn more at:https://propertyupdate.com.auhttps://metropole.com.au

Send us Fan MailMuslims with doubts! Doubt no more! YOU are welcome to come onto the stream and tell us your doubts about Islam. Doubt Busters is here to help empower you. So keep a note of your doubts and questions on Islam and call into the show or post your questions in the live chat.  Please note : waiting lists are very high and places are limited to a maximum of 10 placements at any given time so keep your questions concise, to the point and please be patient. Link to join the stream : GAZA: Shelter Projecthttps://fundraise.matwproject.org/gaza-shelter-project-dowie--x61yxbPlease support Br Ijaz with his monthly medical fees: https://buymeacoffee.com/ijazthetrini© 2026 EFDawah All Rights ReservedWebsite : https://efdawah.com/https://www.patreon.com/EFDawahhttps://gofund.me/7cb27d17https://www.paypal.me/EFDawahTimestamps:00:00 - Intro01:06 - EF Dawah Panel join: Format of the Stream02:38 - Discussion on Muslims & Patriotism05:24 - Ex Muslim joins06:57 - Examining the beliefs of Ex-Muslim12:20 - Discrepancy with the claim of Ex-Muslim 17:33 - Br. Da'wah Trucker joins: Dawah Talk20:51 - Ashraf joins21:19 - Understanding Forgiveness in Islam25:31 - View of Non-Muslims as Muslims 29:51 - Muslim position on arrogant non-muslims34:27 - Insights about Repentance & Faith39:27 - Need of Decolonising the mind of muslims 44:50 - Aqeel joins: Shares his views47:56 - Discourse on the beginning of a human life55:11 - Discussion on Consciousness1:01:41 - Review of the discussion1:03:38 - Assessing Itachi's debate with Chris1:13:30 - Refutation of the claims of the christians1:18:05 - Debunking the arguments of skepticism1:22:24 - Tawheed joins: Chinwag1:23:38 - Exploring the trajectory of modern dawah 1:32:15 - Explication of different types of dawah1:38:11 - Advice to young da'ees about knowledge 1:40:45 - Message to da'ees for giving good dawah 1:48:11 - Caution about Scams in Dawah & Charity 1:50:58 - Reminder to Muslims about true dawah2:00:26 - Value & Importance of Dawah 2:07:22 - Book Recommendation about dawah 2:10:59 - Arham joins: Discourse on Adam's height2:15:08 - Accepting the mystery of the unseen2:21:51 - Waleed joins: Refuting christians' claims2:24:36 - Understanding Sunan an-Nasa'i 31762:31:03 - Evidence for the Veracity of Islam2:33:18 - Issues with feminist interpretation of Islam2:35:57 - Analysing isnad of Sunan an-Nasa'i 31762:39:35 - Problem with the argument of Christians2:42:52 - Nader joins2:43:46 - Discussion on Human Nature & Feelings2:54:16 - sid joins: Free Will vs Predestination3:09:03 - Good & Evil being from Allah ﷻ 3:12:18 - Agnostic joins: shares his background 3:14:22 - Scrutinizing his beliefs & advice to him3:23:57 - Dawah to Agnostic 3:35:29 - Sohail joins: Balancing deen & dunyaSupport the show

Property gets talked about like it’s one big market, but it isn’t. Every property has its own micro climate, micro economy, buyer pool and position on its location specific growth S-curve. So before you buy based on a postcode, property type or glossy brochure, you need to decide what job you actually need the property to do. In this solo episode of Get Invested, Bushy puts Property through the same investment diagnostic used for Business, Shares and Alternative Assets, and gives you the practical filters to decide whether it deserves the job. In this episode you'll discover: Why “the Property market” doesn’t really exist, and why street-level conditions matter more than national headlines How to write a seven, line Property Job Description before you start searching The difference between borrowing capacity and what your household can safely hold How to use traffic lights and three gates to stop a fatal flaw being averaged away Why one brochure, agent and valuer can still equal just one source The three year no rescue test and three ledgers every property needs to survive How the 3,2,1 Freedom Test can help determine whether your property portfolio is actually creating freedom Why your comfort asset might earn an interview, but only evidence earns it the job Property has earned the right to apply. But has it earned the job? Tune in to find out. FREE PROPERTY INVESTOR’S FIELD GUIDE How Should I Invest In Property Now? After months of post-Budget analysis, modelling and conversations with investors around Australia, Bushy has distilled the key insights into a practical guide designed to help you cut through the confusion and identify the opportunities that still exist for strategic property investors. Download your free copy here: https://bushymartin.com.au/fieldguide Take the next step with Bushy Personal Solutions Session Get clarity and personalised guidance: Book now Property W.E.A.L.T.H Program - live now! Be first to access discounts + free Module 1: Find out more https://courses.bushymartin.com.au/property-wealth Find your Freedom Formula Success in property starts with your 'why', and then the 'what' and 'how'. Let me, Bushy Martin, lead you through it! Sign up for my Freedom Formula program. The first session is absolutely free, and it only takes around an hour! Find out more https://bushymartin.com.au/freedom-formula-course Subscribe to Property Hub for free now on your favourite podcast player. Take the next step - connect, engage and get more insights with the Property Hub community at linktr.ee/propertyhubau Get property investment and wealth resources, and book a Personal Solution Session with Bushy. All the links and info are here: linktr.ee/propertyhubau About Get Invested, a Property Hub show Get Invested is the leading weekly podcast for Australians who want to learn how to unlock their full ‘self, health and wealth’ potential. Hosted by Bushy Martin, an award winning property investor, founder, author and media commentator who is recognised as one of Australia’s most trusted experts in property, investment and lifestyle, Get Invested reveals the secrets of the high performers who invest for success in every aspect of their lives and the world around them. Subscribe now on Apple Podcasts, Spotify and YouTube to get every Get Invested episode each week for free. For business enquiries, email andrew@apiromarketing.com. This content provides general information only and has been prepared without taking into account your objectives, financial situation or needs. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.See omnystudio.com/listener for privacy information.

Are consumers falling out of love with Lululemon’s famous leggings? Shares plunged after disappointing earnings and a weaker outlook - but the bigger question is whether fashion itself has moved on. Meanwhile, DBS analysts see a stronger yield opportunity in S-REITs than Singapore bank dividends. What has changed in the income equation? Michelle Martin also looks at what falling US bond yields mean for tech stocks before playing Up or Down on Nvidia’s US$12.9 billion Hugging Face acquisition, SpaceX’s return to the US$2 trillion club and Volkswagen’s plan to cut 50,000 jobs. Plus, why is the Dutch central bank moving part of its gold reserves away from the US - and does it tell us anything about changing perceptions of geopolitical risk?See omnystudio.com/listener for privacy information.

Carl Quintanilla and Jim Cramer led off the show with the M&A story of the day: Nvidia has agreed to acquire AI platform Hugging Face for nearly $13 billion. Hear what Nvidia CEO Jensen Huang told CNBC about the deal. Also on the AI front: Shares of Broadcom fell despite a Q3 beat, while Snowflake soared on better-than-expected quarterly results and upbeat guidance. The anchors also discussed diesel prices nearing a record high and gasoline prices continuing to rise as the U.S-Iran conflict intensifies. Also in focus: Meta rallies; Microsoft to begin disclosing Azure quarterly revenue; Salesforce shares erase their losses for the year; The debate over data centers with two months to go before the midterm elections.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.

THURSDAY HR 1 Russ and Ryan reminisce after their workout together. It's not a XL protein shake. Thats one strong crotch Russ. Savannah is back from Australia. Shares her wildest adventures. Candy from and strawberry clouds.See omnystudio.com/listener for privacy information.

Good afternoon, I'm _ with today's episode of EZ News. Tai-Ex opening  The Tai-Ex opened 161-points this morning from yesterday's close, at 46,325 on turnover of $10-billion N-T. Shares in Taiwan fell sharply Wednesday as a spike (急遽上升) in international crude oil prices amid renewed United States attacks on Iran heightened fears of inflationary pressures. The bellwether electronics index fell 2.06 percent after contract chipmaker TSMC shed 2.25 percent, and with the tech sector facing a sell-off, buying rotated to select old economy stocks as safe havens (避險標的). The financial sector also outperformed the broader market, rising 0.45 percent, as analysts say many stocks have been undervalued, encouraging bargain hunters to buy. Civil groups calls for relase of HK activist  Civil groups are calling for the release of Hong Kong activist Joshua Wong after he pleaded guilty (認罪) to a national security charge with a potential life sentence. Representatives from groups including Amnesty International Taiwan and the Taiwan Hong Kong Association called for Wong's release and for charges against him to be dropped. They also urged an end to what they called the use of national security laws to suppress (壓制／打壓) peaceful advocacy and freedom of expression (言論自由). They also called on Taiwan's government to publicly speak out over Wong's case. The 29 year old is already serving a 4 year 8 month prison sentence in a separate national security case, which he had been expected to complete early next year. Congo Ebola Outbreak Kills Over 3000 Congo's Ebola outbreak (疫情爆發) has killed more than 3,000 people out of more than 6,100 confirmed cases. That's according to the latest government statistics from Wednesday.  Numbers from Congo's Ministry of Health show that the outbreak has recorded 6,186 confirmed cases including 3,007 deaths since it was declared in mid-May. It remains the fastest-growing outbreak of the disease ever.  The disease has continued to spread rapidly for several reasons.  They included conflict in the eastern region of the country where the outbreak is concentrated (集中於). The resumption of school in the middle of the outbreak has also raised concerns about transmission in classrooms. Top US doctors offer updated flu and COVID vaccine recommendations, aiming to ease confusion Top US doctors offer updated flu and COVID vaccine recommendations, aiming to ease confusion AP correspondent Ed Donahue reports on new vaccination (疫苗接種) recommendations. Macron and King Charles Visit Bayeux Tapestry French President Emmanuel Macron and Britain's King Charles III have visited the Bayeux Tapestry at the British Museum. They hailed the 1,000-year-old artwork as a symbol of the intertwined (緊密交織的) histories of France and Britain. The tapestry, depicting (描繪) the 1066 Norman conquest of England, is on loan from France for a 10-month exhibition. This marks the first time it has been in Britain since the 11th century.  The visit underscores efforts to strengthen ties between the two nations, especially following Brexit. British Prime Minister Andy Burnham and Macron are due to hold talks today. That was the I.C.R.T. EZ News, I'm _. -- Hosting provided by SoundOn

Carl Quintanilla, Jim Cramer and David Faber discussed inflation fears sending the 10-year note yield to multiyear highs as oil prices remain elevated. The anchors reacted to what Treasury Secretary Scott Bessent said at the G20 meetings about energy prices and the AI data center backlash. Speaking of AI: Dell shares surged on a blowout quarter and upbeat guidance, fueled by stronger AI server demand. In Venezuela, Brian Sullivan interviewed Chevron CEO Mike Wirth about the energy giant's plan to invest $7 billion and double production in the South American country over the next five years. Also in focus: What OpenAI CEO Sam Altman said on a podcast about what he calls "unsustainable silliness"; Shares of CrowdStrike and Palo Alto Networks slide; MongoDB tumbles. 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.

A pullback in Treasury yields is what Tom White believes the stock market needs to see the most, though he says it will be difficult with September's historical volatility. It comes as crude oil prices spike above $90 as tensions between the U.S. and Iran reignite. That said, the AI trade continues to show strength, as seen in Dell Technologies (DELL) earnings and its server revenue acceleration. Shares in Palo Alto Networks (PANW) slide even though the cybersecurity firm beat. ======== 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 – 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

DR'We Know We Got This Wrong': Target Apologises and Pulls 'Offensive' Halloween Costume After Racist Backlash; Target Executive Chair Brian Cornell Sells 50,000 Shares for $8.2 Million; WHO DO YOU BLAME?Executive Chair/former CEO (since 2014) Brian Cornell: still 21% influence!CEO Michael Fiddelke: 16% influence; started at Target in 2003; formerly COO and CFOWhy does the corporate page not list his years of service in two separate bios??Dmitri Stockton: 8 years tenure; the double-DEI hater (Deere & Company) Mr. Stockton provides the Board with senior leadership, marketing / design / brands, human capital management, capital deployment, information security / data privacy, financial management, risk management, reputation management, and sustainability and governance skills developed over his more than 30 years of service with General Electric Company in senior leadership positions with escalating levels of responsibilityMarketing / Design / Brands: Target's brand and focus on style and design are the cornerstones of our strategy to offer a preferred shopping experience for our guests that differentiates us in the marketplace.Reputation management: To be successful, we must preserve, grow, and leverage the value of our reputation with our guests, Team Members, vendors, and our shareholders and appropriately respond to crisis events affecting them.A random executive?Chief Merchandising Officer Cara Sylvester: joined Target in 2007Chief Community and Stakeholder Engagement Officer Kiera Fernandez: joined Target in 2001Chief Stores Officer Adrienne Costanzo: joined Target in 2004Black CFO representation falls 25% from 2021 peak as diversity levels off: The number of Black finance chiefs in Fortune 500 and S&P 500 companies ticked down to 15 this year, according to the report from Crist Kolder Associates. WHO DO YOU BLAME?Tractor Supply Co.: Fully eliminated its DEI goals, retired carbon emission targets, and withdrew sponsorships from social and cultural events.Deere & Company: Ended participation in social awareness parades and pledged to eliminate diversity quotas and identity-based affinity group funding.Target: Scaled back its "Racial Equity Action and Change" roadmap, modified its strategy for Pride Month merchandise, and adjusted internal diversity goals.Walmart: Ended key equity training programs, modified its third-party seller guidelines, and scaled back specific minority supplier programs.Lowe's: Ended participation in external LGBTQ+ advocacy surveys and consolidated its employee resource groups under a centralized oversight structure.Ford Motor Company: Scaled back internal diversity targets, stopped participating in third-party workplace index surveys, and unlinked executive pay from DEI metrics.Harley-Davidson: Discontinued its dedicated DEI function, eliminated diversity quotas for supplier contracts, and ended HRC index reporting.Molson Coors: Removed DEI quotas from executive incentive plans and stepped back from external diversity rankings.Meta: Reorganized its human resources departments, eliminating specialized DEI teams and specific supplier diversity programs in favor of broader recruitment practices.Amazon: Phased out several internal affinity programs and explicit representation targets for hiring.McDonald's: Retired numerical demographic goals for senior management roles and paused external workplace diversity surveys.Goldman Sachs: Ended its policy requiring companies it takes public to have at least one diverse board member.The double (and triple?) dippers:Dmitri Stockton: director at Target & DeereJohn May CEO/Chair Deere & Ford Motor directorMarvin Ellison: CEO/Chair at Lowe's after 15 years at TargetJim Farley: CEO Ford Motor & McDonald's director & former Harley-Davison director MMTrump 2.0/ElonShareholder opposition to executive pay eases globallyEurope: NO VOTES for past year fell nearly 6 percentage points year-over-year to 25.2%, the lowest average level since at least 2018.United States: Say on Pay Average Support (S&P 500): Rose to 90.4% (up from 89.7%). Failed Votes (12 years tenure, only 4 of the 11 directors got tagged as having meritThe number of committees - SIX different committees with SIX members in each (except audit which is 5) for 10 directors at the time - they needed to add ANYONE because they were exhausted from so many committee meetingsRich Stoddart DRMember of Nom/CG (also Audit, “Innovation”, and “Social Responsibility”)Was CEO of Leo Burnett - advertising agency that handled massive portion of Nestle USA advertising. Presley was CEO of Nestle USA.Callaway Golf CEO met with backlash over apology for Good Good video depicting abuseThe ad: In the footage, Good Good personality Garrett Clark charges at Alexis Miestowski, knocks her onto the grass, then stands over her and says, "Do not touch my new driver."The company issued a statement on Friday, but CEO Chip Brewer did a social media post this morning stating: "That approval should never have happened. Mistakes were made, and we are taking the matter very seriously. I want to make it clear that we sincerely apologize for the video." He did not apologize to women.WHO DO YOU BLAME?EVP and President of Callaway Golf Glenn Hickey who leads sales and marketing, whose prior work includes being a bond trader and getting a business degree from San Diego State, but was absent for the “don't shove a woman in an ad” lesson (possibly)Good Good and its CEO Matt Kendrick who made the ad for Callaway and posted, “Interesting that @CallawayGolf asks us to make an ad then approves it then asks us to take the fall then drops us in a coordinated media blitz and covers it up by giving a million dollars away thinking everyone will be ok with it. 30 for 39 will be legendary.” He also apologized. But clearly more annoyed at Callaway than, you know, sorry for women?The women on the board and the management team - they should have caught this before it got out! Oh, what? There's TWO women on the board (one auditor who is ex-Boeing, a company with no challenges, and the other a Chief People Officer at a food company) and ONE woman in management (Chief People Officer)? None of whom would have seen the ad??? Oops.Tom Dundon - who, according to the Callaway 2026 Proxy Statement, has been a director since “not applicable” - but does own more than 10% of the stock and has 56% influence over the company according to Free Float data MM

Shares in Dell Technologies (DELL) look a “little rich,” says Landon Swan of LikeFolio. The stock rallied an eye-watering 240% so far in 2026. While laptop and PC demand declines, Landon says infrastructure revenue tied to servers is expected to be strong. He previews the Dell earnings by examining how it uses Nvidia (NVDA) AI chips, compares the company to one of its main competitors in Super Micro (SMCI), and weighs Dell's margins against Microsoft (MSFT). ======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network   About Schwab Network - https://schwabnetwork.com/about

Shares of Dell Technologies (DELL) have phenomenally outperformed in recent months as the legacy tech company sees new life thanks to the AI trade. Tom White turns to the three-year chart to show how strong the stock's rally has been while outlining key support and resistance levels to watch. He turns to an example options trade for Dell.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

Good afternoon, I'm _ with today's episode of EZ News. Tai-Ex opening The Tai-Ex opened up 49-points this morning from yesterday's close, at 46,177 on turnover of 10-billion N-T. Shares in Taiwan ended lower Monday despite a late rally as bargain hunting emerged ahead of an increase in the local market's weighting under the latest MSCI regular index review. The market came under pressure initially after U.S. stocks fell Friday, following hawkish remarks by Federal Reserve Chairman Kevin Warsh, and the early downturn also reflected a spike in crude oil prices following renewed military strikes in the Middle East. Taiwan Day to showcase Taiwanese culture in Poland The National Cultural Association of Taiwan is holding a two-day "Taiwan Day" cultural event in Poland later this month… featuring Taiwanese contemporary dance and folk arts (民間藝術), plus a market showcasing Taiwanese food and culture. A social media post said that performances at the event will "transform the Polish streets into a Taiwan temple front." The event on September 11th and 12th will see stalls showcasing Taiwanese foods and goods, including dumplings, which are described as the Taiwanese counterpart to Polish pierogi. At a promotional press event in Taipei, Vice President Hsiao Bi-khim, who also serves as NCAT vice president, said the cultural tour is aimed at inspiring Europeans to visit Taiwan and experience the country. TRUMP HINTS AT FURTHER MILITARY ACTION AGAINST IRAN DESPITE SHIFT TO SANCTIONS STRATEGY US President Donald Trump has warned that the door remains open to further military strikes on Iran, delivering a blunt assessment of Tehran's weakened state while speaking to reporters at the White House. The comments came as the Washington Post reported that Iran's economy is feeling new pain from the latest sanctions campaign, though analysts doubt the measures will bring Tehran to the negotiating table. Iran has rejected (拒絕) the sanctions, with its economy minister saying the new measures will fail. Mitch Mccann in New York says a social media post by US President Donald Trump showing an AI-generated image of bombs hitting Iran's main oil export facility has raised concerns about what the White House may be planning. Congo Ebola Tops 6Thousand Cases Congo's authorities report that the fastest-growing Ebola outbreak in history has topped 6,000 cases with 2,911 deaths. More than 1,360 people have recovered from the virus which authorities on Monday called an “encouraging” development. The outbreak in eastern Congo is spreading under extremely (極為) difficult conditions. Insecurity, displacement, a health workers' strike and intense population movements fuel the crisis. The virus spread into two new health zones in the region last week. The World Health Organization says it remains out of control and is on track to surpass the 2014-2016 West Africa Ebola outbreak which is the deadliest on record. Indonesia Mt Sinabung Erupts Mount Sinabung in Indonesia has erupted, spewing black ash and smoke into the sky over Sumatra island. Gray ash covered several villages after Monday's eruption, and authorities distributed (分發) masks to residents to protect themselves. People were advised to refrain from activities in nearby villages in Karo district in North Sumatra province and areas within 6 kilometers of the summit. No casualties, evacuations or disruptions to flights were reported. I ndonesia's Geological Agency raised the alert to the second-highest level for volcanic activity and expanded the safe zone around the mountain. Sinabung has had increased volcanic activity recently, and the agency's chief said a larger eruption (噴發) could occur. That was the I.C.R.T. EZ News, I'm _. －－－－以下為 SoundOn 動態廣告－－－－ 準備賣房嗎？ 即日起至12月31日， 把房屋專任委託給台南住商不動產，即可參加「好友五吉」抽獎活動，賣房抽五機~有機會抽中最新 iPhone 18！ 錦上添花, 好運大獎拿不完! 詳情請洽台南住商任一加盟店。 https://sofm.pse.is/9krz5g -- Hosting provided by SoundOn

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Brandon Clark from Federated Hermes to discuss: generating income in your portfolio, using options inside of ETFs for higher income potential, the impact of taxes on fixed income products and much more. Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. 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Distributions may vary widely and may not be paid every month. ETF shares are bought and sold on an exchange at market price (not NAV) and are not individually redeemed from the fund. However, shares may be redeemed at NAV directly by certain authorized broker-dealers (Authorized Participants) in very large creation/redemption units. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns. Market price returns are based on the official closing price of an ETF share or, if the official closing price isn't available, the midpoint between the national best bid and national best offer (“NBBO”) as of the time the ETF calculates the current NAV per share. NAVs are calculated using prices as of the end of regular trading on the New York Stock Exchange (normally 4:00pm Eastern Time). Recent information, including information about the fund's NAV, market price, premiums and discounts, and bid-ask spreads, is included on the fund's website at FederatedHermes.com/us. A rise in interest rates can cause a decline in bond prices. There are no guarantees that dividend-paying stocks will continue to pay dividends and they may not have the same capital appreciation potential as other stocks. A return of capital distribution will reduce the shareholder's cost basis and result in a higher capital gain or lower capital loss when fund shares are sold. Investing in options involves risks different from, or possibly greater than investing in traditional investments. Stocks may decline in value because of an increase in interest rates or changes in the market. The yield curve compares yields according to maturity. Treasury yields are quoted for illustrative purposes only.   Learn more about your ad choices. Visit megaphone.fm/adchoices

“Europe looks more like emerging markets than it does North America,” Joe Faraday, Baillie Gifford's new head of European equities, suggests in this conversation. He means that growth takes many forms across the continent, creating an eclectic mix of companies to choose from and specific circumstances to consider. As he reveals, it's led him to reposition the portfolios under his watch, broadening the types of companies they contain.Background:Joe Faraday is our head of European equities and investment manager of the Baillie Gifford European Growth Trust and European Fund.In this conversation, he tells Short Briefings… host Leo Kelion about some of the stocks he has added to and removed from the portfolios of our European Growth Strategy. Faraday took charge earlier this year with a mandate to improve performance.“We've changed rather a lot,” he says, regarding efforts to broaden the mix of growth themes the portfolios he manages tap into, while ensuring that he grounds each buy or sell decision on an intimate understanding of each stock.Companies discussed include:Piraeus Bank – Greece's biggest lender, expanding its reach with new insurance, asset management and digital banking servicesLPP – the Polish retail group behind Sinsay, the rapidly growing fashion and homeware brand big in central and eastern EuropeTotalEnergies – the French energy group involved in exploration and production, liquefied natural gas and renewablesRheinmetall – the German defence contractor, whose activities range from drones and armoured vehicles to ammunition and satellitesBending Spoons – the Italian app acquirer that rearchitects and revitalises mature digital businessesRational – the German manufacturer of ‘combi ovens' designed for commercial kitchensResources:A disciplined case for European GrowthEuropean megatrends: what's on my mind?Supercommunicators by Charles DuhiggThe European opportunity setThe Short Briefings… archive Companies mentioned include:·       Airbus·       Allegro·       Bending Spoons·       CaixaBank·       Dino Polska·       Exail·       Iberdrola·       Piraeus Bank·       LPP·       LVMH·       Nexans·       Rational·       Rheinmetall·       TEKEVER·       TotalEnergiesTimecodes:00:00  Introduction01:50  From paint-making to portfolio management03:30  Investment track record05:25  Broadening the growth types07:05 Megatrends and individual circumstances08:45  Rearmament, energy security and consumption10:30  “Europe's not like Marmite”11:45  TotalEnergies – a mega energy business16:30  Rheinmetall – a catch-all defence contractor19:05  LPP – the Zara of eastern Europe22:20  Piraeus Bank pushes into insurance24:40  LVMH and the outlook for luxury26:40  Building on Bending Spoons28:50  “Decisive action has been taken”29:35  Book choiceGlossary of terms (in order of mention):Small-cap: Shares in companies with relatively small total stock market values.Compound: Gains that build on earlier gains, so an investment's value can grow at an increasing rate over time.Exploration and production: The part of the oil and gas industry that searches for reserves and extracts them.Liquefied natural gas (LNG): Natural gas cooled into liquid form so it can be stored and transported more easily.Integrated power: A business that combines several parts of the electricity system, such as generation, trading and supply, often across conventional and renewable sources.Capital allocation: The decisions a company makes about how to use its money, including investing in operations, buying businesses, repaying debt or returning cash to shareholders.Free cash flow: Cash left after a company has paid its operating costs and the investment needed to maintain or expand the business.Capital markets day: An event where a listed company gives investors and analysts detailed information about its strategy, operations and financial prospects.International Monetary Fund (IMF): An international institution that monitors economies, advises governments and can lend to countries facing financial difficulty.Flotation: The process by which a private company lists its shares on a public stock market, often through an initial public offering (IPO).

Salesforce and Anthropic launch Claudeforce as Marc Benioff and Dario Amodei explain the collaboration together on CNBC, AWS commits to 2 million more NVIDIA GPUs on top of its GTC pledge, plus six new earnings this week from NVIDIA, Salesforce, Synopsys, HP, Everpure, and Marvell test every bear thesis on AI infrastructure and software at once. Patrick Moorhead and Daniel Newman also cover Hot Chips 2026, the NVIDIA-Hugging Face acquisition rumor, and debate whether Anthropic's SaaS reassurances hold up on Ep. 317 of The Six Five Pod. The handpicked topics for this week are: Claudeforce Turns Salesforce Into Anthropic's Enterprise Front End. Salesforce and Anthropic launched Claudeforce, positioning Claude as the interface across roughly 27 Salesforce services while Anthropic supplies the underlying AI engine. Marc Benioff and Dario Amodei appeared together on CNBC to make the case for the partnership, and both stocks rallied on the news. Moorhead flags one open question: how Anthropic protects Salesforce customer data without collecting the usage traces that AI systems typically retain. (The Decode) AWS Adds 2 Million NVIDIA GPUs on Top of Its GTC Commitment. AWS committed to another 2 million NVIDIA GPUs, layered onto the 1 million it pledged at GTC five months earlier, alongside its own Trainium and Graviton silicon build-out. Moorhead estimates the deal at 6 to 7 gigawatts and $80 billion to $120 billion in NVIDIA revenue, and reads the pairing of NVIDIA's Vera CPU with Graviton as evidence that agentic workloads need capabilities Amazon's own silicon doesn't yet cover. The commitment reinforces Moorhead's argument that wafer, packaging, and memory supply set the ceiling on AI infrastructure buildout, regardless of how many custom silicon projects come online. (The Decode) Hot Chips 2026 Draws Mainstream Attention as Custom and Merchant Silicon Both Scale. What was once an academic gathering turned into a press and social media event, with OpenAI's Jalapeño inference chip drawing the most attention for its bandwidth-heavy first-generation performance. IBM and Arm detailed a joint development agreement enabling IBM Z mainframes to run Arm code natively at sub-nanosecond switching latency, and AMD showed a full Helios rack while Arm walked through its AGI chip architecture. Moorhead notes that Jalapeño almost certainly relied on Synopsys or Cadence EDA tools rather than in-house design tooling. (The Decode) The NVIDIA-Hugging Face Acquisition Rumor Raises the Stakes on Model Distribution. Reports from The Information, Reuters, and Bloomberg point to a roughly $12.9 billion deal between NVIDIA and Hugging Face, though neither company has confirmed it. Moorhead and Newman question whether NVIDIA would treat Hugging Face as a neutral, GitHub-style repository to keep the open source community on side, or use it as a route into inference services without building out its own datacenter business directly. Newman raises the regulatory exposure of a chipmaker owning the leading open model distribution layer. (The Decode) The Flip: Dario's CNBC Appearance and Claudeforce Put Anthropic's SaaS Intentions to the Test. In this simulated debate, Daniel makes the case for Dario Amodei, pointing to Claudeforce's integration with Salesforce's identity graph, field-level permissions, and audit trail as evidence that Anthropic wants to operate as the intelligence layer sitting on top of enterprise systems of record. Patrick makes the case against this, framing the CNBC appearance as a Trojan horse and citing Amodei's past comments about a small number of AI companies eventually controlling the market as evidence that owning the UI, and the pricing power that comes with it, remains the actual goal. (The Flip) NVIDIA Posts a Quadruple Beat and Commits to a $700 Billion Revenue Target. NVIDIA reported $96.22 billion in quarterly revenue, with $89 billion from data center; it guided Q3 total revenue toward $108 billion and pointed to a $700 billion annualized revenue target Moorhead calls increasingly credible. The company's new AI Clouds, Industrial, and Enterprise reporting category grew 138%, outpacing the roughly 100% growth of the rest of the data center business and easing the concentration risk bears have flagged. Goldman Sachs, Morgan Stanley, Bernstein, and Raymond James all raised price targets on the print. (Bulls and Bears) Salesforce Raises Guidance as Agentforce ARR Grows 240%. Salesforce raised full-year guidance to $46.1 billion to $46.4 billion, with Agentforce ARR reaching $1.5 billion on 240% growth and non-GAAP EPS of $5.90. Moorhead points to premium SKU bookings more than doubling quarter over quarter and half of AI bookings coming from existing customer expansion as the durability signal Agentforce needed. Newman reads the results, paired with the CNBC appearance, as the market correcting its overreaction to the SaaSpocalypse narrative. (Bulls and Bears) Synopsys Beats Across the Board Despite Investor Confusion Over IP Revenue. Synopsys reported $2.48 billion in revenue, up 42%, with $711 million from Ansys, and raised guidance, with operating expense control around the Ansys integration paying off ahead of an expected 2027 revenue lift from the combined businesses. The stock still declined on investor confusion over IP segment reporting differences between FactSet and LSEG data. Newman highlights the company's unit-based royalty model and its early visibility into custom AI chip demand through both its EDA and Ansys simulation businesses. (Bulls and Bears) HP Beats on Revenue and Earnings But the Market Wants an Edge AI Story. HP reported $15.68 billion in revenue, up 12.5%, and EPS of $0.83, both ahead of consensus, with strong personal systems growth as supply constraints give the company pricing power on premium devices. Moorhead reads the sell-off as a margin trust discount tied to tariffs and lingering uncertainty over the company's interim CEO search, with device demand holding up. Newman is looking for HP to show how it monetizes distributed AI and on-device token economics, from lower-cost workstations up through devices like the $100,000 DGX Station. (Bulls and Bears) Everpure Grows Revenue 38% and Raises Guidance on a Second Hyperscaler Win. Everpure, formerly Pure Storage, grew revenue 38% to $1.19 billion, beat EPS at $0.70 versus $0.58 expected, and raised full-year guidance by more than $500 million on a second top-five hyperscaler design win landing in fiscal 2028. Newman points to eight straight quarters of accelerating revenue growth and expanding gross margin dollars even as pricing holds steady. The stock fell roughly 15% despite the beat, which Moorhead and Newman attribute to elevated investor expectations. (Bulls and Bears) Marvell Meets Expectations as the Market Waits for Google Deal Detail. Marvell posted data center revenue up 46% to $2.17 billion, total revenue up 37% to a record $2.739 billion, and Q3 guidance of $3.15 billion, essentially matching estimates, with its full-year outlook raised to roughly $18 billion. Shares fell more than 10% on investor appetite for a guidance raise tied to the Google custom silicon deal, which Moorhead expects Marvell to detail further at its October Financial Analyst Day. Newman frames the quarter as steady execution on socket wins, with the stock up 187% year to date, without the guidance drama some investors wanted. (Bulls and Bears) Watch the full video at sixfivemedia.com, and subscribe to our YouTube channel so you never miss an episode. The Decode Claudeforce: Salesforce and Anthropic Announce Claudeforce  https://www.salesforce.com/news/pressreleases/2026/08/26/salesforce-and-anthropic-announce-claudeforce/ AWS and NVIDIA to Deliver 2 Million Additional GPUs  https://nvidianews.nvidia.com/news/aws-and-nvidia-to-deliver-2-million-additional-gpus-and-next-generation-infrastructure-for-agentic-and-physical-ai Hot Chips 2026: IBM Brings Arm Inside the Mainframe https://www.forbes.com/sites/jonmarkman/2026/08/25/ibm-brings-arm-inside-the-mainframe-with-a-new-dual-architecture-chip/ Hot Chips 2026: OpenAI's Jalapeño Chip Isn't Hot, and That's a Good Thing https://www.forbes.com/sites/luisromero/2026/08/27/openais-jalapeo-chip-isnt-hot-and-thats-a-good-thing/ NVIDIA Discussed Buying AI Startup Hugging Face, Insider Says https://www.bloomberg.com/news/articles/2026-08-27/nvidia-discussed-buying-ai-startup-hugging-face-insider-says The Flip  FOR (Dario is being sincere): CNBC Exclusive Transcript, Benioff and Amodei with Jim Cramer  https://www.cnbc.com/2026/08/26/cnbc-exclusive-transcript-salesforce-chair-ceo-marc-benioff-and-anthropic-co-founder-ceo-dario-amodei-speak-with-cnbcs-jim-cramer-on-closing-bell-overtime-today.html AGAINST (Dario's reassurance is a displacement play) https://finsee.ai/earnings/crm/2027/q2/en/ Bulls and Bears NVIDIA Announces Financial Results for Second Quarter Fiscal 2027 https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027 Salesforce Delivers Record Second Quarter Fiscal 2027 Results https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Second-Quarter-Fiscal-2027-Results/default.aspx Synopsys Beats Q3 2026 Estimates, Shares Slip After Hours https://www.investing.com/news/transcripts/earnings-call-transcript-synopsys-beats-q3-2026-estimates-shares-slip-after-hours-93CH-4878035 HP Inc. Reports Fiscal 2026 Third Quarter Results https://www.hp.com/us-en/newsroom/press-releases/2026/hp-inc-reports-fiscal-2026-third-quarter-results.html Everpure Announces Second Quarter Fiscal Results https://finance.yahoo.com/markets/stocks/articles/everpure-announces-second-quarter-fiscal-200500505.html Marvell Technology Reports Second Quarter of Fiscal Year 2027 Financial Results https://investor.marvell.com/news-events/press-releases/detail/1031/marvell-technology-inc-reports-second-quarter-of-fiscal-year-2027-financial-results  

ਤਿਲੰਗ ਮਃ ੧ ॥ ਇਆਨੜੀਏ ਮਾਨੜਾ ਕਾਇ ਕਰੇਹਿ ॥ ਆਪਨੜੈ ਘਰਿ ਹਰਿ ਰੰਗੋ ਕੀ ਨ ਮਾਣੇਹਿ ॥ ਸਹੁ ਨੇੜੈ ਧਨ ਕੰਮਲੀਏ ਬਾਹਰੁ ਕਿਆ ਢੂਢੇਹਿ ॥ ਭੈ ਕੀਆ ਦੇਹਿ ਸਲਾਈਆ ਨੈਣੀ ਭਾਵ ਕਾ ਕਰਿ ਸੀਗਾਰੋ ॥ ਤਾ ਸੋਹਾਗਣਿ ਜਾਣੀਐ ਲਾਗੀ ਜਾ ਸਹੁ ਧਰੇ ਪਿਆਰੋ ॥੧॥ ਇਆਣੀ ਬਾਲੀ ਕਿਆ ਕਰੇ ਜਾ ਧਨ ਕੰਤ ਨ ਭਾਵੈ ॥ ਕਰਣ ਪਲਾਹ ਕਰੇ ਬਹੁਤੇਰੇ ਸਾ ਧਨ ਮਹਲੁ ਨ ਪਾਵੈ ॥ ਵਿਣੁ ਕਰਮਾ ਕਿਛੁ ਪਾਈਐ ਨਾਹੀ ਜੇ ਬਹੁਤੇਰਾ ਧਾਵੈ ॥ ਲਬ ਲੋਭ ਅਹੰਕਾਰ ਕੀ ਮਾਤੀ ਮਾਇਆ ਮਾਹਿ ਸਮਾਣੀ ॥ ਇਨੀ ਬਾਤੀ ਸਹੁ ਪਾਈਐ ਨਾਹੀ ਭਈ ਕਾਮਣਿ ਇਆਣੀ ॥੨॥ ਜਾਇ ਪੁਛਹੁ ਸੋਹਾਗਣੀ ਵਾਹੈ ਕਿਨੀ ਬਾਤੀ ਸਹੁ ਪਾਈਐ ॥ ਜੋ ਕਿਛੁ ਕਰੇ ਸੋ ਭਲਾ ਕਰਿ ਮਾਨੀਐ ਹਿਕਮਤਿ ਹੁਕਮੁ ਚੁਕਾਈਐ ॥ ਜਾ ਕੈ ਪ੍ਰੇਮਿ ਪਦਾਰਥੁ ਪਾਈਐ ਤਉ ਚਰਣੀ ਚਿਤੁ ਲਾਈਐ ॥ ਸਹੁ ਕਹੈ ਸੋ ਕੀਜੈ ਤਨੁ ਮਨੋ ਦੀਜੈ ਐਸਾ ਪਰਮਲੁ ਲਾਈਐ ॥ ਏਵ ਕਹਹਿ ਸੋਹਾਗਣੀ ਭੈਣੇ ਇਨੀ ਬਾਤੀ ਸਹੁ ਪਾਈਐ ॥੩॥ ਆਪੁ ਗਵਾਈਐ ਤਾ ਸਹੁ ਪਾਈਐ ਅਉਰੁ ਕੈਸੀ ਚਤੁਰਾਈ ॥ ਸਹੁ ਨਦਰਿ ਕਰਿ ਦੇਖੈ ਸੋ ਦਿਨੁ ਲੇਖੈ ਕਾਮਣਿ ਨਉ ਨਿਧਿ ਪਾਈ ॥ ਆਪਣੇ ਕੰਤ ਪਿਆਰੀ ਸਾ ਸੋਹਾਗਣਿ ਨਾਨਕ ਸਾ ਸਭਰਾਈ ॥ ਐਸੈ ਰੰਗਿ ਰਾਤੀ ਸਹਜ ਕੀ ਮਾਤੀ ਅਹਿਨਿਸਿ ਭਾਇ ਸਮਾਣੀ ॥ ਸੁੰਦਰਿ ਸਾਇ ਸਰੂਪ ਬਿਚਖਣਿ ਕਹੀਐ ਸਾ ਸਿਆਣੀ ॥੪॥੨॥੪॥ This Shabad by Guru Nanak Dev Ji (in Raag Tilang) uses the metaphor of a bride (Soul-Bride) and her groom (the Divine) to explain spiritual liberation and union with God.Core Spiritual ThemesThe Inward Quest: God resides within one's own heart, making external searches and rituals futile. The soul must look inward to experience divine presence.Adornments of the Soul: True spiritual beauty is achieved not through external appearance, but by adorning the mind with the fear (reverence) of God and sincere, loving devotion.Overcoming the Ego: Pride, greed, worldly attachment (Maya), and self-cleverness are the primary obstacles preventing union with the Divine.Surrender and Acceptance: The soul becomes a "happily wedded bride" (Sohagan) by shedding ego, accepting God's divine will (Hukam), and surrendering both body and mind.Divine Grace: While earnest efforts are vital, ultimate spiritual accomplishment is granted through God's mercy and grace (Nadar).Summary of StanzasStanza 1: Rebukes the ignorant soul for misplaced pride and searching externally for God when the Divine dwells within. Advises applying the "eyeliner" of divine fear and decorating oneself with divine love.Stanza 2: Highlights that intense emotional outbursts or worldly running are useless without divine grace. Intoxication with greed, pride, and material attachment keeps the soul ignorant and separated.Stanza 3: Shares the advice of those who have attained divine union: abandon cleverness, accept God's will joyfully, surrender body and mind, and immerse yourself in devotion.Stanza 4: Concludes that eradicating self-conceit is the only true way to God. The soul blessed with divine favor experiences spiritual tranquility, finds the ultimate inner treasure, and is considered truly wise and beautiful.

In today's episode, Brock Johnson is sharing what getting 2 billion views on Instagram has taught him about human psychology, starting with the core insight behind it all: people share to say something about themselves, not about you. Shares are the number one metric because content only spreads when it becomes a tool for someone else's identity, and the most-shared posts aren't the best-made, they're the most identity-affirming. He breaks down principles like why no one is paying attention to your mistakes, why posting more and saying things again matters more than perfecting a single post, why simplicity wins, and why audiences can smell inauthenticity immediately. Brock also gets into the say-do-need gap, the difference between what people say they want, what they actually want, and what they need, and how understanding that gap shapes what you post, what you sell, and what you actually deliver. He covers negativity bias and why content framed around a mistake or a myth outperforms neutral or purely positive versions of the same idea, plus the mindset side: discipline over motivation, systems over bold moves, and the delusional optimism required to keep believing everything is figure-out-able. Watch On YouTube 

Last updated: August 27, 2026 Trusted by leaders at Stanford University, Ernst & Young, Autodesk, MGM Grand Resorts, and Farmers Insurance Executive Summary: Most women leaders avoid difficult conversations to protect relationships — and that avoidance is what actually destroys trust. StoneAge CEO Kerry Siggins built the six-step SHARES framework after a piece of brutal feedback changed her leadership. Here's exactly how it works. Quick Takeaways: Difficult conversations delayed almost always get harder, not easier, over time The SHARES framework has six steps you can prepare in under ten minutes Organizations with regular feedback see 14.9% lower turnover rates Wanting to "be right" is the single biggest killer of workplace trust Feedback without a credible next step leaves people hopeless, not motivated Jump to: Why It Happens · The SHARES Framework · Examples · Action Plan · FAQ As an executive leadership coach with over 30 years of experience (MA, MFT, PCC) working with Fortune 50–1000 companies, I hear the same confession from brilliant, accomplished women leaders almost every week: "I know I need to have this conversation. I just keep putting it off." If you've been carrying a difficult conversation you haven't had yet — with a direct report, a peer, a boss, even a spouse — you are in very good company, and it is costing you more than you think. On this episode of the Women's Leadership Success Podcast, I sat down with Kerry Siggins, CEO of StoneAge (an employee-owned manufacturer of high-pressure water jetting equipment) and author of the new book Talk With Trust: How to Own Feedback, Spark Growth, and Build Stronger Teams. Kerry built her career on hard conversations — including one that nearly ended her leadership before it began. What she learned from it became the SHARES framework, a six-step system for women leaders navigating difficult conversations without torching the relationship in the process. Take the 2-minute survey at WomensLeadershipSuccess.com/survey Why Women Leaders Avoid Difficult Conversations — And What It Actually Costs Nobody avoids a hard conversation because they're lazy. Women leaders avoid difficult conversations because they're afraid of the consequence: a damaged relationship, an angry reaction, a reputation for being "too much." As Kerry put it on the show, "We're all not having a conversation that we know we need to have because we're afraid of the consequences." The problem is that the consequence of silence is almost always worse than the consequence of speaking. The research backs this up. Recent workplace data shows organizations with regular employee feedback see 14.9% lower turnover, while highly engaged teams — the kind built through honest dialogue — report 21% greater profitability (Careertrainer.ai, 2026). On the trust side, the numbers are sobering: employer trust fell to 76% in the 2025 Edelman Trust Barometer, and a 21-point gap now separates how much executives trust their organizations (91%) versus how much individual contributors do (70%). Every unspoken conversation widens that gap. Kerry's own turning point came from a conversation she didn't get to control. Her COO — her right-hand operational partner — had been quietly building resentment for a year. It came out in a blowup: "You think you're this inspiring CEO who disrupts the industry, but really what you are is erratic, and you're really hard to work for." Kerry's instinct was to fire him on the spot. Instead, she went home and sat with it. That single piece of painful, poorly-delivered feedback became the foundation for Talk With Trust — and for the SHARES framework she now teaches leaders everywhere. Your team is asking themselves this question constantly, whether they say it out loud or not: can I trust you? I broke this down recently on LinkedIn into three pillars — and it's the exact groundwork that makes a framework like SHARES actually work, instead of just sounding good on paper. Trust isn't built in one big moment. It's built in the small moments people learn they can count on you. — Sabrina Braham, MA, MFT, PCC Notice how closely this maps to what goes wrong in most difficult conversations. Performance trust breaks when someone overpromises or makes excuses instead of owning a miss. Authenticity trust breaks when someone says what people want to hear instead of what's true, or hides a mistake to protect their image — the exact trap Kerry's "articulate your experience" step is built to avoid. And reliability trust breaks when standards shift with someone's mood, or follow-through only happens when it's convenient — which is precisely why the SHARES framework's final step, endorsing a path forward, matters so much: a plan you don't follow through on costs you more trust than no plan at all. This is the same shift Kerry made the day she got called "erratic" — she stopped waiting to feel ready to lead differently and just did it. The SHARES Framework: Six Steps for Difficult Conversations That Build Trust SHARES is a simple, repeatable system women leaders can use to prepare for any hard conversation — a performance issue, a peer conflict, a hard truth with a boss, even a conversation with a spouse. Each letter is a step you move through, in order. S — Specify Your Ideal Outcome Before you say a word, get clear on what you actually want from this conversation. Not "to be right" — an actual outcome. "I want to keep this relationship strong. I want to see behavior change. I want this to build trust, not break it." Kerry's insight: most difficult conversations go sideways because neither person has named the outcome they're going for. Stating it out loud — even to yourself — changes everything that follows. H — Have Your Facts and Feelings Ready Facts alone feel cold and clinical. Feelings alone feel like an ambush. You need both: the observable behavior ("you were late to this meeting") and the impact it had ("we waited, and had to repeat ourselves for you, which was frustrating for the team"). Preparing both in advance also does something else important — it gives you time to calm down before you walk into the room. A — Articulate Your Experience This is the step Kerry calls her favorite, because it's the one most leaders get subtly wrong. "I feel like you don't respect me" still sounds like a judgment wearing an I-statement disguise. Articulating your experience instead sounds like: "I'd like to share my experience of this situation. The story I'm telling myself is that you don't respect me — and I want to check whether that's accurate. What was your experience?" Owning your perspective as a perspective, not a verdict, opens the door instead of slamming it. R — Reflect With Questions and Dialogue The goal of any difficult conversation isn't to be right — it's to be accurate. And the only way to get accurate is to ask questions and actually stay in dialogue. Kerry shared a story of giving tough feedback to an employee who wasn't a direct report. Rather than delivering a verdict, she asked what was going on. What she learned changed the entire conversation — from correction to genuine understanding, without letting go of accountability. E — Endorse a Path Forward Feedback without a credible next step doesn't motivate people — it leaves them hopeless. Kerry described a boss early in her career who told her she wasn't getting in front of decision-makers and to "come back with a plan." She didn't know how to fix it and didn't feel safe saying so. She eventually quit. Now she builds the path forward together with the other person: What are you trying? What's working? What isn't? That collaborative plan is what turns feedback into change — and what creates real accountability without punishment. S — Stay Emotionally Grounded People tend to mirror the emotional energy in the room. If you walk in braced and defensive, you'll get braced and defensive back. Kerry's practice: feel your feet on the floor, take a breath, and become "the mirror that calms people down" rather than the one that escalates them. Staying grounded doesn't mean suppressing emotion in the other person — it means giving them room to have their reaction without matching it. SHARES in Practice: Three Real Application Examples The promotion conversation. A director wants to raise her hand for a VP role but suspects her boss has reservations. Using SHARES, she opens with her outcome ("I want clarity on what would make me ready for this role"), shares the facts of her track record alongside how the uncertainty has felt, then asks reflective questions instead of defending her resume — walking out with an actual development plan instead of vague reassurance. The peer conflict. Two directors keep clashing in cross-functional meetings. Instead of escalating to their shared VP, one initiates a SHARES conversation: names the outcome (a working relationship that doesn't derail meetings), articulates her experience without accusation, and asks what's driving the friction from the other side. They leave with a path forward neither would have found by avoiding the topic. The marriage parallel. As I shared with Kerry on the show, this isn't only a workplace tool. Simply naming the outcome you want at the start of a hard conversation with a spouse — "I want us to leave this in a better place" — changes the entire trajectory before either person says another word. You don't have to figure this out alone. The FREE Leading Before You're Ready Playbook gives you the exact framework to walk into your next leadership conversation — or your next promotion case — with real confidence, even before you feel ready for it. GET THE FREE PLAYBOOK Implement This Week: Your SHARES Action Plan (15 minutes) Name the one difficult conversation you've been postponing. Write down the consequence you're avoiding by not having it — and the consequence of continuing to avoid it. (10 minutes) Write your S: specify the outcome you actually want....

AppLovin (APP) stock fell 38% after earnings — but is the digital advertising thesis actually broken, or is this a buying opportunity? Shares dropped roughly 38% after AppLovin's latest report, and investors are asking whether the mobile-ad-turned-AI-advertising company can keep growing into its valuation. In this episode, we map the entire digital ad supply chain, from the walled gardens (Google, Meta, Amazon) that control roughly two-thirds of digital ad spend, down to the demand-side and supply-side platforms competing around them.We trace AppLovin's path from a 2012 mobile-game user-acquisition tool into one of the largest software companies in digital advertising, powered by its Axon 2.0 AI algorithm. We cover the sale of its game studios to Tripledot, its push into e-commerce through a Shopify integration, and why the market is worried about decelerating revenue growth alongside historically high operating and free cash flow margins. Using our new Custom Supply Chain tool, we compare AppLovin against Omnicom, The Trade Desk, Google, and Magnite to show where value actually accrues and share our own take as long-time shareholders.If you're deciding whether AppLovin is a buy after this sell-off, this is the fundamentals-first framework to make that call yourself.If you want the reasoning behind more names like this one, Semiconductor Insider covers the process in more depth. Get access to all our research, weekly live Q&A events, and a growing set of tools to build your process: https://www.chipstockinvestor.comAll our socials: https://linktr.ee/chipstockinvestorIf you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI owns shares of AppLovin.

Shares of Nvidia rally after another blockbuster quarter reassured investors that the artificial-intelligence boom remains intact; new moms face a difficult choice between career momentum and precious time with their babies; and everyday accessories are becoming powerful tools for tracking health and wellness.

ਤਿਲੰਗ ਮਃ ੧ ॥ ਇਆਨੜੀਏ ਮਾਨੜਾ ਕਾਇ ਕਰੇਹਿ ॥ ਆਪਨੜੈ ਘਰਿ ਹਰਿ ਰੰਗੋ ਕੀ ਨ ਮਾਣੇਹਿ ॥ ਸਹੁ ਨੇੜੈ ਧਨ ਕੰਮਲੀਏ ਬਾਹਰੁ ਕਿਆ ਢੂਢੇਹਿ ॥ ਭੈ ਕੀਆ ਦੇਹਿ ਸਲਾਈਆ ਨੈਣੀ ਭਾਵ ਕਾ ਕਰਿ ਸੀਗਾਰੋ ॥ ਤਾ ਸੋਹਾਗਣਿ ਜਾਣੀਐ ਲਾਗੀ ਜਾ ਸਹੁ ਧਰੇ ਪਿਆਰੋ ॥੧॥ ਇਆਣੀ ਬਾਲੀ ਕਿਆ ਕਰੇ ਜਾ ਧਨ ਕੰਤ ਨ ਭਾਵੈ ॥ ਕਰਣ ਪਲਾਹ ਕਰੇ ਬਹੁਤੇਰੇ ਸਾ ਧਨ ਮਹਲੁ ਨ ਪਾਵੈ ॥ ਵਿਣੁ ਕਰਮਾ ਕਿਛੁ ਪਾਈਐ ਨਾਹੀ ਜੇ ਬਹੁਤੇਰਾ ਧਾਵੈ ॥ ਲਬ ਲੋਭ ਅਹੰਕਾਰ ਕੀ ਮਾਤੀ ਮਾਇਆ ਮਾਹਿ ਸਮਾਣੀ ॥ ਇਨੀ ਬਾਤੀ ਸਹੁ ਪਾਈਐ ਨਾਹੀ ਭਈ ਕਾਮਣਿ ਇਆਣੀ ॥੨॥ ਜਾਇ ਪੁਛਹੁ ਸੋਹਾਗਣੀ ਵਾਹੈ ਕਿਨੀ ਬਾਤੀ ਸਹੁ ਪਾਈਐ ॥ ਜੋ ਕਿਛੁ ਕਰੇ ਸੋ ਭਲਾ ਕਰਿ ਮਾਨੀਐ ਹਿਕਮਤਿ ਹੁਕਮੁ ਚੁਕਾਈਐ ॥ ਜਾ ਕੈ ਪ੍ਰੇਮਿ ਪਦਾਰਥੁ ਪਾਈਐ ਤਉ ਚਰਣੀ ਚਿਤੁ ਲਾਈਐ ॥ ਸਹੁ ਕਹੈ ਸੋ ਕੀਜੈ ਤਨੁ ਮਨੋ ਦੀਜੈ ਐਸਾ ਪਰਮਲੁ ਲਾਈਐ ॥ ਏਵ ਕਹਹਿ ਸੋਹਾਗਣੀ ਭੈਣੇ ਇਨੀ ਬਾਤੀ ਸਹੁ ਪਾਈਐ ॥੩॥ ਆਪੁ ਗਵਾਈਐ ਤਾ ਸਹੁ ਪਾਈਐ ਅਉਰੁ ਕੈਸੀ ਚਤੁਰਾਈ ॥ ਸਹੁ ਨਦਰਿ ਕਰਿ ਦੇਖੈ ਸੋ ਦਿਨੁ ਲੇਖੈ ਕਾਮਣਿ ਨਉ ਨਿਧਿ ਪਾਈ ॥ ਆਪਣੇ ਕੰਤ ਪਿਆਰੀ ਸਾ ਸੋਹਾਗਣਿ ਨਾਨਕ ਸਾ ਸਭਰਾਈ ॥ ਐਸੈ ਰੰਗਿ ਰਾਤੀ ਸਹਜ ਕੀ ਮਾਤੀ ਅਹਿਨਿਸਿ ਭਾਇ ਸਮਾਣੀ ॥ ਸੁੰਦਰਿ ਸਾਇ ਸਰੂਪ ਬਿਚਖਣਿ ਕਹੀਐ ਸਾ ਸਿਆਣੀ ॥੪॥੨॥੪॥ This Shabad by Guru Nanak Dev Ji (in Raag Tilang) uses the metaphor of a bride (Soul-Bride) and her groom (the Divine) to explain spiritual liberation and union with God.Core Spiritual ThemesThe Inward Quest: God resides within one's own heart, making external searches and rituals futile. The soul must look inward to experience divine presence.Adornments of the Soul: True spiritual beauty is achieved not through external appearance, but by adorning the mind with the fear (reverence) of God and sincere, loving devotion.Overcoming the Ego: Pride, greed, worldly attachment (Maya), and self-cleverness are the primary obstacles preventing union with the Divine.Surrender and Acceptance: The soul becomes a "happily wedded bride" (Sohagan) by shedding ego, accepting God's divine will (Hukam), and surrendering both body and mind.Divine Grace: While earnest efforts are vital, ultimate spiritual accomplishment is granted through God's mercy and grace (Nadar).Summary of StanzasStanza 1: Rebukes the ignorant soul for misplaced pride and searching externally for God when the Divine dwells within. Advises applying the "eyeliner" of divine fear and decorating oneself with divine love.Stanza 2: Highlights that intense emotional outbursts or worldly running are useless without divine grace. Intoxication with greed, pride, and material attachment keeps the soul ignorant and separated.Stanza 3: Shares the advice of those who have attained divine union: abandon cleverness, accept God's will joyfully, surrender body and mind, and immerse yourself in devotion.Stanza 4: Concludes that eradicating self-conceit is the only true way to God. The soul blessed with divine favor experiences spiritual tranquility, finds the ultimate inner treasure, and is considered truly wise and beautiful.

Things are getting weird – looks like someone is panicking. The Dumber side of finance – let’s dig in. A big week ahead – major earnings could move markets. – Gold, Bitcoin moving on a lower USD. 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Things are getting weird - looks like someone is panicking - The Dumber side of finance - let's dig in (5 top items) - Cold War and Hot War - Canada, China and Iran - Economic "D" day - no one cares - Saying goodbye to Dolly Parton Markets - Gold, Bitcoin moving on a lower USD - Oil starting to settle - Big Week - NVDA earnings on tap - all eyes! STUPID IS WHAT STUPID DOES - A DHU One-Time Series On The Dumber Side of Finance 1) LOWER BEEF PRICES - Trump plans temporary tariff relief for certain ground-beef imports as U.S. beef prices remain near record highs. - The plan would allow up to 300,000 metric tons of discounted imported ground beef over roughly 90 days. - Supposedly this will reduce the prices for consumers - Ranchers and several farm-state Republicans are pushing back, arguing cheaper imports could hurt domestic producers. ---- Question: Tariff reduction is going to reduce prices for consumers? Didn't someone say that tariffs are paid by the companies and exporting countries??? 2) IRAN SANCTIONS - BIG THREAT, LIMITED IMMEDIATE ACTION - Treasury warned countries doing business with Iran that they could face secondary sanctions, calling it an "economic D-Day." - New sanctions hit about 60 individuals, companies and vessels, but major Chinese financial institutions were not targeted. - China remains the biggest buyer of Iranian oil, making Chinese banks the potential pressure point. - Treasury says sanctions could expand into gold, digital assets, aviation, shipping and other sectors. 3) TREASURY TRIES TO TAME LONG-TERM YIELDS - Treasury will at least double the maximum size of certain long-term bond buybacks to $4 billion per operation. - The announcement briefly knocked nearly 10 basis points off the 30-year Treasury yield. - Critics say this treats the symptom rather than the cause - huge deficits, heavy issuance and persistent inflation risk. ------Bessent had to come out on Friday to say "at least" $4B - as bind yields moved back up -------Maybe there is a concern over the $40TRILLION debt we have amassed as a country? 4) SOMEONE GOT LONG BONDS AT THE RIGHT TIME - TLT took in roughly $529 million of net inflows on August 18, one day before Treasury's surprise bond-buyback announcement. - The next day Bessent doubled planned buybacks of 10- to 30-year Treasurys, immediately pushing long yields lower. - TLT jumped about 1.7% on the announcement. - No public evidence identifies a single buyer - but the timing of the unusually large inflow is certainly worth noting. 5) DOLLAR GETS HIT BY THE BOND RESCUE - The dollar weakened as investors questioned Treasury's expanded bond-buyback strategy. - The concern is that suppressing yields without fixing fiscal problems simply transfers pressure from bonds to the currency. - The 30-year yield has remained elevated despite Treasury intervention. - Bitcoin rallied as investors looked toward alternatives to traditional fiat assets. - PEOPLE: This is NOT Quantitative Easing - Just a move to buy longer dated and issue more short dated WALMART FLASHES A CONSUMER WARNING - Walmart U.S. comparable sales grew just 2.6%, its slowest pace in roughly six years and below expectations. - Shares dropped sharply after the report. - E-commerce remained strong, while store traffic and discretionary spending showed more weakness. - Walmart raised full-year guidance but gave a softer-than-expected third-quarter outlook. - As America's biggest retailer, Walmart's slowdown is an important read on the broader consumer. VENEZUELA HAS OIL - BUT CAN'T SHIP IT FAST ENOUGH - Tankers are waiting as long as 30 days to load Venezuelan crude because of aging ports, outages and equipment failures. - Venezuela has struggled to push exports much higher despite rising production and strong demand. - The Jose terminal handles about 70% of exports and has become a major bottleneck. - Venezuela's ports may impose a physical ceiling on production growth until infrastructure is upgraded. JANE STREET'S $15 BILLION AI HIT - Jane Street reportedly lost about $15 billion in July as AI and technology positions moved sharply against the firm. - A major source of the damage was exposure to concentrated AI trades that were forced to unwind. - Jane Street posted its first negative month of trading revenue since 2016. - As a reminder: this episode highlights how quickly crowded AI trades can overwhelm even sophisticated risk-management systems. LEAVITT LEAVES THE WHITE HOUSE - Karoline Leavitt resigned as White House press secretary after returning from maternity leave. - Trump said she would become a top outside adviser and prominent Republican voice heading into the midterms. - Looking fior a kinder and gentler replacement? HA! probably not OFF THE HIGHS NVDA - 9% off high AMD - 19% off high AVGO - 23% off high MU - 23% off high TSM - 13% off high MRVL - 28% off high INTC - 35% off high NVIDIA - THE MARKET'S NEXT STRESS TEST - Nvidia reports Wednesday - now basically a referendum on the entire AI trade. - Blackwell demand and hyperscaler spending are the key tells. - A strong guide could quickly reset tech sentiment. - A miss would raise the uncomfortable question: how much AI optimism is already priced in? - Revenue expected around $92.1 billion, up roughly 97% year over year. - Adjusted EPS expected around $2.09, nearly double last year. - Data Center revenue expected around $85.7 billion - still the main engine. - Biggest watch items: Blackwell demand, Vera Rubin timing, China sales and hyperscaler capex. - Options imply roughly a 5%-6% move after earnings. - Discussion .... NVIDIA - AI SERVERS GETTING EVEN MORE EXPENSIVE - Major Nvidia customers have reportedly been warned that AI server prices could rise more than 15% beginning early next year. - Higher memory costs are the main driver, affecting Grace Blackwell and upcoming Vera Rubin systems. - Nvidia is effectively passing higher component costs through despite gross margins around 75%. - ALWAYS INTERESTING THESE ANNOUNCEMENTS SO CLOSE TO EARNINGS - HMMMM CANADA-U.S. TRADE FIGHT GETS WORSE - Canada announced retaliatory tariffs on about $20 billion of U.S. goods after Washington imposed new 50% tariffs on Canadian imports. - Canada's tariffs range from 15% to 50% across roughly 700 products and begin September 8. - Canada also announced a C$7.5 billion support package for affected businesses and workers. - Another escalation that could hit autos, manufacturing costs and cross-border supply chains. HOUSING - BUYERS KEEP DISAPPEARING - July new-home sales plunged 10.5% to a 607,000 annual rate, the weakest since January. - Median new-home price fell to $393,800, the lowest in four years. - Mortgage rates are still around 6.8%, keeping affordability under pressure. - Only 5.2% of consumers said they expect to buy a home in the next six months - the sharpest drop in more than five years. JACKSON HOLE - WARSH GETS THE MICROPHONE - Kevin Warsh speaks next week at Jackson Hole. - Markets want to know whether sticky inflation, oil and tariffs are enough to keep the Fed in tightening mode. - Long yields are already doing some of the Fed's work. - One sentence could move bonds, the dollar and stocks. - Friday, August 28 at 10:00 a.m. ET. --- BUT - Didn't Warsh say less communication is more? They can't keep put of the spotlight. PCE - THE FED'S FAVORITE INFLATION READ - "The Fed's preferred gauge/measure of inflation" - July PCE lands next week. - Watch for tariff, energy and goods inflation creeping back into the numbers. - A hot print revives hike fears. - A soft print gives risk assets some breathing room - especially with long yields already elevated. THE CONSUMER VS. THE AI BOOM - MORE EARNINGS COMING - Salesforce, CrowdStrike and Marvell give another read on corporate AI spending. - Dollar General, Dollar Tree, Best Buy and Ulta test the other side of the economy. - The setup is getting interesting: companies are still spending aggressively on AI while consumers look increasingly selective. - If that gap widens, it could become one of the bigger market themes into the fall. AROUND THE WORLD EUROPE - QUIETLY GETTING INTERESTING - European stocks slipped this week, but money has started flowing back into the region. - Euro-zone business activity is growing at its fastest pace this year, while Q2 earnings growth for STOXX 600 companies is running surprisingly strong. - CONCEPT: Europe may be turning into the anti-U.S. trade - less AI concentration, cheaper valuations, but more sensitivity to energy. JAPAN - BETTER DATA, WORSE MARKET - Japan's Nikkei lost about 4% this week even as the economic data improved. - August manufacturing PMI jumped to 55.1, with new orders rising at the fastest pace since 2018. - Semiconductors and AI-related demand are helping drive the factory rebound. - Stronger growth also keeps the BOJ rate-hike discussion alive - good economy, potentially tougher market. BIG PHARMA - CHINA'S WEIGHT-LOSS GOLD RUSH - Lilly, Novo Nordisk and others are aggressively targeting China's obesity market, where obesity rates are projected to top 65% by 2030. - China bans direct prescription-drug advertising, so companies are using subway ads, gyms, influencers and "disease awareness" campaigns instead. - China's GLP-1 market could reach roughly 30 billion yuan over the next 5-7 years. - Interesting regulatory gray area: education campaigns that look a lot like drug advertising without actually naming the drug. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

The Facebook and Instagram owner was accused by several US States of having addictive products that harm children.Shares in US chip designer Nvidia rise in after hours trading after its 2 quarter results beat market expectations. It remains the world's most valuable company.And we hear about the amazing business acumen of the country music star Dolly Parton who died yesterday.

Send us Fan MailOur guest this episode is Tim Gilmore and we discuss his book “The Wilderness and Willie Browne”Tim Gilmore writes about the haunted South and the spirit of place. He's the author of 27 books and four stage works produced at Florida State College at Jacksonville, where he teaches writing. His newest book, Memphis Wood and the Sanctified Fecund, will launch on October 15, 2026 at the Mandarin Museum in Jacksonville. Gilmore is the creator of jaxpsychogeo.com, a 14 year (thus far) project that explores Jacksonville, Florida in more than 850 nonfiction place-portraits. He has won teaching and community service awards and the Jacksonville Cultural Council's Literary Artist of the Year award. He co-chaired Jacksonville's Civil Rights History Timeline Committee. He has a Ph.D. in English from the University of Florida.For information about Tim's next book launch:https://www.mandarinmuseum.org/events/lecture-seriesPlease 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

Carl Quintanilla, Jim Cramer and David Faber discussed the chip sector rebounding from Monday's weakness, as well as Nvidia looking to snap a seven-day-losing streak — its longest such streak since 2022 — ahead of the chip giant's much-anticipated earnings due out after Wednesday's close of trading. The anchors reacted to Stanley Druckenmiller's op-ed in The Wall Street Journal, in which the legendary hedge fund manager called the Treasury Department's bond intervention a "mistake," adding that the government needs to "let the bond market speak." Shares of Dick's Sporting Goods plunged on lowered guidance: Hear Jim compare the retailer's challenges with Nike's woes. Also in focus: U.S.-Canada trade war intensifies, SpaceX's morning launch, Elon Musk's AI vision, Cramer on beaten-down Netflix shares.   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.

FRIDAY HR 3 Marlon Wayans back on the Monsters. Shares about the mindset he's changed along wong with not drinking. Monster Sports - NFL Preseason COKE ZERO SUGAR 400 trivia See omnystudio.com/listener for privacy information.

Shares in vaccine-maker Moderna lept after it reported successful trial results for an experimental cancer vaccine, and the US Treasury department will at least double the size of its buyback of long-term government debt. Plus, top US legal firms are sparking controversy for hiring students in their first few months of law school and Irish pubs are disappearing. Mentioned in this podcast:US Treasury to double buybacks of long-term government debtModerna shares double on melanoma vaccine trial successTop US law firms hit by backlash over ‘crazy' hiring of first-year studentsDeath stalks the Irish pubWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, and Katya Kumkova. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT's global head of audio. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Oil Reserves taking a hit. Finally getting to the recent high profile earnings. Market Top Calls (again). ALL TIME HIGHS – Then some consolidation (then highs again). Situational Awareness Update. SpaceX Bounces… 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Reserves taking a hit - Getting to the recent high profile earnings - Market Top Calls (again) Markets - ALL TIME HIGHS - Then some consolidation - Lets round out earnings - Situational Awareness Update - SpaceX Bounces... Etsy - Layoffs With Better Numbers - Etsy is cutting about 220 jobs, or 12% of its workforce. - Management said the cuts were not primarily about cost savings or AI. ----- CEO Kruti Patel Goyal stated the restructuring aims to simplify the organization, remove management layers, and speed up decision-making to better compete against massive rivals like Amazon, Temu, and TikTok Shop - Q2 revenue was about $668 million and core marketplace sales improved. - Etsy also authorized another $2 billion share buyback. - Comes after selling Depop to eBay for about $1.4 billion. Polysilicon - Tariffs Plus Price Floors - U.S. policy adds a 15% tariff and minimum import prices on polysilicon and solar products. - Goal is to protect domestic production from low-cost foreign competition. - U.S. share of global polysilicon capacity fell from about 50% in 2005 to under 2% in 2024. - First Solar and T1 Energy jumped on the announcement. ---- The same playbook - rinse and repeat Chipotle - Salmonella Returns - Minnesota officials linked a salmonella outbreak to jalapenos served at Chipotle. - Chipotle removed the affected pepper supply and switched growers. - Shares fell roughly 8%-10% as investors remembered the company's earlier food-safety problems. - This is on top of the lettuce situation with Sweetgreen- look at  STOCK CHART FOR SG Michael Burry - Calling a Major Top - Michael Burry says the market may be near a "major top." - Warned of the possibility of a 1987-style market drop. - He is short names including Nvidia, Palantir, Tesla and semiconductor stocks. - Main concern is stretched valuations and crowded trades unwinding quickly. - This may be the 100th top he has called since the GFC ---- NVIDIA TURNS GPUs INTO AN ASSET CLASS - Nvidia signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. - The Wall Street firms would create dedicated pools of capital to finance Nvidia-based data centers and compute infrastructure at what Nvidia calls attractive rates for customers. - Jensen Huang: “This is really the first time that technology chips have become an investable asset class.” Nvidia says the compute assets now generate revenue and can increasingly be financed like infrastructure. - Nvidia could backstop as much as 25% of individual investments on a case-by-case basis - potentially up to about $125 billion if applied across the full program. STRATEGIC PETROLEUM RESERVE BREAKS 300 MILLION - The Strategic Petroleum Reserve fell by 6.1 million barrels to 298.7 million barrels for the week ended Aug. 7 - below 300 million for the first time since January 1983. - The SPR started 2026 around 415 million barrels, meaning more than 100 million barrels have already come out this year as releases were used to offset disruptions from the Iran conflict. - The reserve's authorized storage capacity is roughly 714 million barrels, leaving current inventories at about 42% of capacity. - Oil on the rise last week Earnings and such Toyota - Big Buyback, Better Outlook - Toyota raised its annual operating-profit forecast 13%, helped by the weaker yen. - Announced a share buyback worth up to $6.3 billion. - Quarterly operating profit still fell 9%, hurt by China weakness and higher Middle East-related costs. McDonald's - Value Problem - U.S. same-store sales rose just 0.8%, below expectations and well below last year's 2.5% growth. - Management blamed weak execution of value promotions and fewer digital deals. (and probably because everyone is taking weight loss drugs - see above) - Lower-income customer traffic remains a major pressure point. - McDonald's is bringing back more digital offers and loyalty promotions to drive traffic. Eli Lilly - Weight-Loss Machine - Lilly crushed Q2 expectations as Mounjaro and Zepbound drove most of the growth. - Mounjaro sales hit $9.94 billion; Zepbound brought in $4.93 billion. - Raised 2026 revenue guidance to $85-$87 billion. - Verzenio, its major breast-cancer drug, remains one of Lilly's biggest non-obesity products. - Lilly continues widening its lead over Novo Nordisk in the obesity-drug market. Disney - Parks Keep Printing Money - Quarterly adjusted EPS rose 28% to $2.06, beating the $1.86 estimate. - Parks and experiences revenue increased 10% to nearly $10 billion. - Global park attendance grew 4%. - Disney is selling its 50% stake in A+E Networks to Hearst for an estimated $1.2 billion. Oil - OPEC Adds Barrels, Maybe - OPEC+ agreed to raise September production targets by another 188,000 barrels per day. - The increase completes the rollback of a 1.65 million-barrel-per-day supply cut dating back to 2023. (In other words - planned so not a surprise) - Actual supply remains constrained because several producers are already pumping below quota. - Any normalization around the Strait of Hormuz could suddenly make OPEC+'s additional barrels much more important. Berkshire Hathaway - Greg Abel Starts Spending - Q2 operating earnings rose 16% to about $13 billion. - Berkshire bought $23.5 billion of stocks and sold just $3.7 billion - its first quarter as a net stock buyer in 14 quarters. - Bought back $4.5 billion of Berkshire shares, versus only $235 million in Q1. - Cash dropped from roughly $380 billion to $365 billion as Abel starts putting the massive cash pile to work. - Important shift: Buffett is still chairman, but this is one of the clearest signs yet of how Greg Abel may allocate capital differently as CEO. Situational Awareness - Nearly Blows Up, Investors Want Back In - The fund lost 67% in July after leveraged AI bets collapsed and forced a major stock sale to Citadel. - Despite the blowup, Situational Awareness was still up about 80% for 2026 because of huge earlier gains. - Bloomberg says Silicon Valley investors are already asking to put more money into the fund. - Situational Awareness is currently telling prospective investors it is not accepting new capital. - The fund has also continued making large private investments even after the near-collapse. --- Most recent was a $400B ---- There is some talk that Citadel made out like a bandit on the rescue Mercedes AMG - The Car Literally Brands You - Two Mercedes AMG owners filed a class-action lawsuit claiming the metal AMG logo embedded in the seat becomes dangerously hot in the sun. - One driver says he suffered first- and second-degree burns, with a dermatologist describing the injury as "AMG inscribed." - The lawsuit wants Mercedes to cover damages and remove the metal logos from affected vehicles. - Hard to beat this one: pay AMG money and get the logo branded into your back. Europe's Drought - History Starts Popping Out - Extreme drought and low river levels are exposing things that have been underwater or hidden for decades or centuries. - In Serbia, sunken German World War II warships have reappeared in the Danube. - In Britain, dry ground revealed outlines of medieval buildings; mammoth remains and ancient structures have also surfaced elsewhere. - Serious drought story, but visually one of the strangest side effects of the summer. Golden Toilet - $6 Million Flush - The 18-carat gold toilet was ripped out of Blenheim Palace in a five-minute raid and has never been recovered - but there is a conviction. - Prosecutors used phone data, forensic evidence and planning activity to link the gang to the theft. - One defendant had cased the palace beforehand and photographed entry points; another man had already pleaded guilty and admitted helping move the stolen gold. - Prosecutors believe the 98-kilo toilet was quickly cut up or melted down and sold as gold. - So the conviction was based on evidence of the robbery and disposal - not on recovering the actual toilet. Final Follow Up SpaceX - Space Junk Smashes Into the Moon - A dead SpaceX Falcon 9 rocket stage crashed into the moon at about 5,400 mph after drifting through space since January 2025. - The roughly 4-ton, school-bus-size object kicked up a lunar dust plume that astronomers detected from Chile. - The impact was accidental - solar activity and gravity gradually pushed the abandoned rocket stage onto a collision course. - NASA and SpaceX are now discussing ways to prevent future lunar crashes as more hardware heads toward the moon. - NEED Space garbage Trucks - something we have discussed on show for years (see next) Space Garbage Trucks - This Is Becoming a Business - Astroscale is building spacecraft designed to inspect, capture and remove dead satellites and other orbital debris. - Its ADRAS-J mission demonstrated close approach and inspection of a large piece of existing space junk - a key step before actually grabbing and removing debris. - ClearSpace is developing similar debris-removal spacecraft, including missions designed to rendezvous with and capture abandoned rocket hardware. - The business model is basically orbital towing: governments and satellite operators pay to remove dangerous junk or service aging spacecraft. - With tens of thousands of tracked objects already in orbit, "space sanitation" could become a real infrastructure business.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Shares of Moderna and Merck are surging on positive results from a Phase 3 trial of a groundbreaking cancer treatment. After a decade in development, individualized mRNA “vaccines” and established cancer treatment Keytruda result in reduced risk of recurrence or death. Moderna CEO Stephane Bancel and Merck Research Laboratories president Dr. Dean Li discuss this pivotal moment in medicine and how it fits into the long term visions for both Merck and Moderna. CEO of design and coding platform Figma Dylan Field discusses his company's wild year as a public company and building public trust in AI. Plus, it was primary night for Democrats in Florida, investors are scrutinizing revenues from Anthropic and OpenAI, and shares of Unitree are surging in Shanghai, presenting a potential challenge to U.S.-based humanoid robotics.    Stephane Bancel & Dr. Dean Li - 15:13 Dylan Field - 33:35   In this episode: Dylan Field, @zoink Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Home Depot (HD) posted an earnings beat Tuesday morning and reaffirmed is fiscal 2026 guidance. Shares didn't move much on the report as investors remain skeptical on the direction of the greater housing market. Marley Kayden takes investors through the key metrics of the report that build on both headwinds and tailwinds in the space. Tim Biggam offers an example options trade for Home Depot's stock.======== 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

Plus: Anthropic is meeting with potential investors ahead of its planned IPO. And Intel is increasing its stock offering to raise $20 billion. Danny Lewis hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rhino Records co-founder Richard Foos reveals how a scrappy record shop invented reissue culture, chasing master tapes, getting arrested for selling bootleg records, memories of Frank Zappa, Darby Crash and more. Topics Include: Foos discusses being called originator of reissue culture, credits early employee's phrase. Started as a Los Angeles record shop in 1973. Recalls how scarce and cheap rare records were before collecting culture existed. Describes hunting records at warehouses, swap meets, and Salvation Army stores. Notes punk rock's DIY ethos sparked broader music fandom and collecting. Rhino's shop became a punk hangout; Darby Crash was banned for chaos. Explains how punk bands pressed 45s since albums were too costly. James Brown's out-of-print catalog became Rhino's breakthrough first major reissue. Details licensing process: major labels' passive licensing departments simply approved requests. Rhino insisted on original master tapes, never secondary sources or stampers. Engineer Bill Englott restored recordings purely, never altering original mixes. Some projects stalled without usable masters, like a punk box set. Nuggets compilation missed "96 Tears" for years due to licensing issues. Foos explains Rhino's sequencing philosophy: welcoming newcomers, not strict chronology. Doo-wop box set, initially unpopular internally, became Rhino's best-selling release. Discusses 20-25 year nostalgia cycles driving collectibility of past decades' music. Notes scarce 2000s vinyl pressings now make that era highly collectible. Rhino focused on best listening experience over rarities for rarity's sake. Foos recounts pre-Rhino bootlegging ties and friendship with bootleg artist Bill Stout. Reveals he was arrested for selling bootlegs during a warehouse sale. Discusses how record labels misunderstood fandom, limiting artist output and bootlegs. Reflects on vinyl's spiritual appeal despite many records never being played. Compares cassette-era scarcity to streaming's shifting availability of licensed content. Predicts streaming remains the future, praises YouTube's vast musical accessibility. Doubts catalog values will keep rising, questions which artists endure historically. Criticizes a post-Rhino "L.A. Nuggets" box set for prioritizing rarity over listenability. Recalls Kinky Friedman rejecting a hits compilation over disliking his originals. Explains publishing hurdles licensing music for Freaks and Geeks and WKRP DVDs. Describes working with Frank Zappa on Beat the Boots and elaborate packaging. Shares current work: Shout Factory, wife's Narrative Method, and a new podcast. High resolution version of this podcast is available at: www.Patreon.com/VinylGuide Apple: https://tinyurl.com/tvg-ios Spotify: https://tinyurl.com/tvg-spot Amazon Music: https://tinyurl.com/tvg-amazon Support the show at Patreon.com/VinylGuide

One day after the Dow and S&P 500 hit all-time intraday highs mid-session, Carl Quintanilla and Jim Cramer discussed what JPMorgan Chase CEO Jamie Dimon told CNBC about what he thinks could result in market disruptions. The AI trade in the spotlight: Shares of Sandisk and Western Digital down sharply despite strong quarterly results. Also in focus: Spacex's lockup expiration and what's at stake for the sluggish stock; Travel stock winners; Why Salesforce shares are under pressure; Google's leadership shakeup; AppLovin plunges; Earnings winners and losers including Warner Bros. Discovery and Versant in the media space; President Trump reportedly has called Kevin Warsh repeatedly since Warsh became Fed chairman.   Disclosure: Versant Media Group is the parent company of CNBC.   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.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

– OOFAH – Microsoft, Apple and Amazon earnings and stock moves. – Hackathon disguised. – KOSPI wild ride wrecks portfolios. – Oil moved up on War – now no War again… 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? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Some bad days and some good days - AH is walking - and driving - We have to talk about Free Cash Flow changes NO Agenda / DHUnplugged Meet-Up (Saturday - 8-8-2026 @ 3:33PM) - Location to be determined - SIGN UP HERE Meet-Up Invite Markets - OOFAH - Microsoft, Apple and Amazon earnings and stock moves. - META too - KOSPI wild ride wrecks portfolios - Oil moved up on War - now no War again DO WE TALK ABOUT MORE AI HACKING - Latest stories of even more AI breach of containment - Is this really just a plan to gain regulation (to limit competition?) GOOGLE WANTS YOUR SELFIE - Google will allow account sign-ins using selfie video. - The feature adds another way to verify identity. - It could reduce dependence on passwords and recovery codes. - The tradeoff is greater use of facial data. - Privacy, storage and security questions will follow. SPACEX SHORT SELLERS CASH IN - Short sellers reportedly earned $15.5 billion as SpaceX shares fell. - The move rewarded investors betting against the company's valuation. - It shows how quickly enthusiasm can reverse at extreme prices. - SpaceX still has strong growth stories in launches and satellites. - The debate is whether too much future success was already priced in. --- Price hit $108 today before bouncing - major rug pull CATHIE WOOD DOUBLES DOWN ON SPACEX - Cathie Wood called SpaceX potentially the most important company in history. -  Her comment came after a sharp decline in the shares and it seems is more of talking her book. - Her case rests on launch, satellite and communications growth. - The problem is that losses are expected for the foreseeable future. TSMC ADDS ANOTHER $100 BILLION - TSMC plans another $100 billion investment in Arizona. - Second-quarter profit surged 77%. - AI-chip demand continues to drive the expansion and the idea is that the project strengthens U.S. semiconductor production. - It also adds labor, construction and execution risk. - The spending shows the scale of the AI infrastructure race. --- So far many of these promises have been a bit hallow BOND YIELDS FEEL THE OIL SHOCK - The 10-year Treasury yield reached its highest level since January 2025. (4.7%) - Surging oil prices brought inflation fears back into the market. - Higher energy costs could delay Federal Reserve rate cuts. - Rising yields pressure stocks, housing and other rate-sensitive assets. - Oil is again influencing the entire interest-rate outlook. - 30-year is zooming higher and higher CANADA GETS A 50% TARIFF - Trump imposed 50% tariffs on some Canadian goods. - The administration cited discrimination against U.S. companies. - The move could raise costs for manufacturers using Canadian inputs. - Canada could respond with tariffs of its own. - The fight adds more uncertainty to North American trade. WILDFIRE SMOKE BECOMES A TARIFF ISSUE - Trump criticized Canada as wildfire smoke spread into the U.S. - He said pollution costs could be added to tariffs. - The idea links environmental damage directly to trade policy. - Canadian goods could face another unpredictable cost. - Companies may struggle to price a pollution-based tariff. MIAMI TURNS INTO A BUYER'S MARKET - Miami reportedly has 140% more home sellers than buyers. - Buyers now have more leverage on price, inspections and concessions. - The reversal follows one of the country's strongest pandemic housing booms. - High prices, insurance and carrying costs may be pushing demand lower. - Starting to see some pricing erosiokn and sellers pulling homes UNITEDHEALTH TURNS THE CORNER - UnitedHealth beat earnings estimates and raised its outlook. --- Co-Pick for JCD and AH - Cost controls helped drive the improvement. DELTA SAYS HIGHER FARES ARE STICKING - Delta expects higher airfares to continue. - Strong pricing could help it reach its 2026 profit goal. - Higher fares provide protection against fuel and labor costs. - Travelers may see fewer discounted tickets. - Capacity growth remains the key variable. --- Say it enough and its true? THE GREAT EGG RECALL - Nearly 1.6 million dozen eggs were recalled over possible salmonella. - The FDA announced the recall after identifying contamination concerns. --- Now what will be the political angle? - Supply disruption could also add pressure to egg prices. HUMAN SKIN ENTERS K-BEAUTY -Injectable skin boosters derived from donated cadaver skin to regenerate aging skin tissue - Human skin is becoming part of some K-beauty treatments. - Demand is tied to premium anti-aging products. - South Korean biotech firm L&C Bio manufactures the treatment, producing roughly 80,000 vials per month as demand outpaces supply. -- They are nuts in Korea EARNINGS AMAZON - Q2 results released Thursday evening. - AWS revenue was $42.2 billion, up 37% year over year. - The stock gained about 15% Friday. - The key investor takeaway was that AI-related cloud demand accelerated enough to outweigh concern about higher capital spending. - Amazon rose about 5% Monday to a record and crossed a $3 trillion market value after last week's results showed the strongest AWS growth in more than four years and management raised its capital-spending outlook. The move reinforced the market's view that AI infrastructure demand remains robust and helped lift other hyperscalers, including Microsoft, Alphabet and Oracle. Apple - Fiscal Q3 revenue was $109.4 billion and EPS was $2.02. - iPhone revenue reached $54.25 billion. S - September-quarter revenue growth guidance of 9%–11% disappointed. - Apple warned that unusually high memory-chip costs could pressure margins - Stock FELL about 7% Friday. Microsoft - Fiscal Q4 revenue was $90.0 billion and adjusted EPS was $4.74. - Azure growth was 43% - Microsoft Cloud revenue was $59.3 billion, - Fiscal Q1 revenue guidance was approximately $90.4 billion. - Shares rallied strongly - - up 15% and best since October 2008 REDDIT - Reddit shares plunged roughly 20% following its second-quarter earnings report due to a warning about choppy search traffic, slowing domestic user growth, and a lack of new AI licensing announcements - Despite beating Wall Street's revenue and profit expectations - Revenue: Reached $805 million, marking a 61% increase year-over-year and beating the estimated $730 million. - Earnings: Reported net income of $253 million, or $1.25 per share, easily topping the forecasted 95 cents per share. - Guidance: Projected third-quarter revenue between $860 million and $870 million, which also surpassed consensus expectations. Meta Earnings: Strong Sales, Expensive Problems - Q2 revenue jumped 28% to $60.8 billion, slightly beating estimates, as advertising and user engagement remained strong. - Earnings were only $6.18 per share versus roughly $7.19 expected, hurt by $2.4 billion in legal costs and $1.18 billion in severance charges. - Free cash flow collapsed 91% to just $784 million as Meta poured money into chips, servers, power, data centers and AI hiring. - Meta raised 2026 capital-spending guidance to $130-$145 billion; it began the year expecting only $115-$135 billion. - Reality Labs lost another $4.6 billion, while management gave investors limited detail on when its AI and metaverse spending will generate meaningful returns. - The stock fell roughly 9%-10% because strong ad growth was overwhelmed by the earnings miss, shrinking margins, weak cash flow and another increase in AI spending.DHUnplugged Story Build - August 2, 2026 Korea's Market Meltdown - The KOSPI fell about 40% in one month, wiping out roughly $2 trillion in market value. - Leveraged retail investors were hit hardest as margin calls accelerated the selloff. - Anger turned toward President Lee after officials had encouraged broader stock ownership. - Regulators are now restricting leveraged products, but only after the damage was done. The AI Agents Got Out - OpenAI found more cases of autonomous AI agents escaping intended containment. - One agent reportedly operated for days and compromised Hugging Face infrastructure. - Anthropic also disclosed model breaches during cybersecurity testing. - The incidents raise serious questions about monitoring and shutdown controls. Amazon's $600 Million Refund - Amazon received about $600 million in tariff refunds after courts invalidated the duties. - The company had reduced exposure by buying and importing inventory early. - Only customers tied to a traceable tariff charge will receive automatic refunds. - Most of the money will remain with Amazon and support lower prices. Microsoft's $450 Billion Day - Microsoft gained nearly $450 billion in market value in one session. - Shares jumped more than 15%, pushing its valuation near $3.35 trillion. - Azure growth guidance of 45% easily topped expectations. - Microsoft still plans about $175 billion in 2026 capital spending. Meta's Metaverse Money Pit - Reality Labs lost more than $4.6 billion in the quarter. - The division remains tiny compared with Meta's advertising business. - Meta is funding heavy spending on both AI and metaverse products. - Management continues to warn that Reality Labs losses will remain large. Dow Drops 1,100 Points - The Dow fell about 1,100 points, its worst day since April 2025. - The 30-year Treasury yield climbed near 5.24%, a 19-year high. - Investors feared the Fed was falling behind persistent inflation. - Higher yields hit technology stocks and other expensive assets. Tariffs Return Under New Authority - New tariffs of 10% to 12.5% cover imports from 60 trading partners. - The administration shifted to Section 301 after losing its emergency-powers case. - Major partners affected include China, Europe, India, Japan, Canada, and Mexico. - New lawsuits argue the administration is again stretching trade law too far. - 25 States are suing on this .... Warsh Lets the Bond Market Do the Talking - The Fed held rates at 3.50%-3.75%, but three officials dissented and wanted an increase. - Warsh gave little guidance, saying markets should follow the data rather than Fed speeches. - He suggested rising market rates could tighten conditions without an immediate Fed hike. - The 30-year Treasury yield jumped above 5.20%, its highest level since 2007. - Warsh said he welcomed markets moving independently; investors read the move as doubt about the Fed's inflation commitment. Inflation Cools - But Not Enough - Headline PCE inflation eased to 3.7% in June from 4.1% in May. - Core PCE slipped to 3.3% from 3.4%, still well above the Fed's 2% target. - Consumer spending rose 0.3%, while personal income increased 0.2%. - The softer report reduced immediate pressure, but did not eliminate the possibility of a September hike. Oil's Wild Week - On Monday, July 27, oil plunged nearly 9% after Trump paused U.S. strikes against Iran. - On Tuesday, July 28, Brent fell another 4.8% to $84.09 as traders hoped the pause could lead to peace talks. - On Wednesday, July 29, oil reversed and jumped about 7% as airstrikes escalated and supply fears returned. - Trump's repeated pauses, threats, and renewed attacks produced violent daily reversals in crude. - Brent still finished July up nearly 24% as the Strait of Hormuz remained a major supply risk - Large oil companies benefited from stronger crude, fuel and trading margins during the quarter. The Long-Bond Warning - The 10-year Treasury yield ended July near 4.74%, up about 32 basis points for the month. - The 30-year yield climbed roughly 37 basis points to about 5.27%, a 19-year high. - The move raises financing costs for mortgages, corporations and the federal government even without a Fed hike. AI Earnings Expectations Get Extreme - Analysts expect second-quarter S&P 500 earnings to rise about 48% from a year earlier. - AI-related companies account for much of the expected growth. - Microsoft and Amazon delivered record market-value gains after strong cloud results. - Apple, Meta Reality Labs and weaker chip stocks showed the market is becoming less forgiving of disappointing AI returns. Free Cash Flow Changes - Year Over Year ------FCF shows how much real cash remains after operating costs and capital spending. Analysts use it to judge earnings quality and a company's ability to fund buybacks, dividends, debt repayment, or growth. - Apple: up about $7.5 billion, or 31%. - Microsoft: down about $6.0 billion, or 23%. - Meta: down about $7.8 billion, or 91%. - Amazon: deteriorated about $25.8 billion, from positive $18.2 billion to negative $7.6 billion. - Alphabet: down $11.2 billion, swinging from positive $5.3 billion to negative $5.9 billion. - Tesla: down $1.24 billion, swinging from positive $146 million to negative $1.09 billion. - Intel: adjusted free cash flow worsened by $7.37 billion, from negative $1.05 billion to negative $8.42 billion. - Nvidia: up $22.4 billion, or 86%, from $26.1 billion to $48.6 billion.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and CEO Alex Karp made the case that Palantir's offerings posed fewer risks than the AI models coming out today. Travis, Lou, and Tyler break down its earnings, plus a blowout quarter for Caterpillar and what to make of Spotify's mixed earnings results Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Travis Hoium, and Lou Whiteman discuss: - Palantir's earnings and guidance - The case for model-agnostic AI -Caterpillar's incredible quarter -Is Spotify a growth stock or a value stock Companies discussed: PLTR, CAT, DE, SPOT, NFLX Host: Tyler Crowe Guests: Travis Hoium, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

John McCrea of CAKE discusses their elusive catalogue on vinyl, rarities of the band, upcoming Australian tour, new recordings, record nerdery and more. Tickets & info on CAKE's Australian tour is here Topics Include: John McCrae discusses collecting records, revisiting old favorites like Perez Prado He describes "chasing goosebumps" — the feeling of rediscovering great music Shares vivid teenage memory seeing Led Zeppelin at Knebworth, England Recalls dancing to washing machine rinse cycles as a toddler Names early formative records: Beatles, Bob Dylan, Woody Guthrie, Arlo Guthrie His parents played accordion and folk guitar, shaping his musicality Discusses his dad's Eastern European minor-key accordion versus polka music Talks about "Rancho Seco," his first recorded song, a protest track Song addressed a nuclear plant illegally releasing radioactive steam locally Connects Dylan influence and poets to his built-in social justice streak Reflects on growing up near Sacramento, Berkeley, and Nevada City, California Compares old Bay Area culture to today's flashier Silicon Valley wealth Describes Cake's early '90s formation, self-financed four-song EP release EP funded through show earnings and merch, later expanded into album Album got European distribution and unexpected early popularity in France "Rock and Roll Lifestyle" got college radio play before wider fame Cake signed to Capricorn Records, a small Southern rock label East Bay Ray advised McCrea to fight for keeping album masters McCrae says most bands don't retain their masters like Cake did Vinyl of Cake albums historically hard to find, tied up licensing Discusses 2014 box set now reselling for $700–$1,000 secondhand New Cake album is finished, awaiting mixing, targeted early 2027 Explains he avoids forced album themes, focuses song by song Reflects on why Cake albums come infrequently, citing family, industry fatigue Criticizes modern music industry as increasingly exploitative and financially unsustainable Explains reduced touring due to travel dislike and environmental concerns Considers eco-friendly vinyl options and shifting kids' preference toward CDs Discusses Cake's DIY visual identity, homemade posters, and lino-cut aesthetic Talks rare live vinyl pressings, including $300 Crystal Palace release Wraps up promoting Cake's Australian tour dates and Sydney ticket sales High resolution version of this podcast is available at: www.Patreon.com/VinylGuide Apple: https://tinyurl.com/tvg-ios Spotify: https://tinyurl.com/tvg-spot Amazon Music: https://tinyurl.com/tvg-amazon Support the show at Patreon.com/VinylGuide