Podcasts about Supply

The Chopping Block unpacks crypto's DATpocalypse — NAVs collapsing, volumes drying up, and consolidation on the horizon. Plus: Vitalik sparks a wave of quantum panic, what Q-Day really means for Bitcoin and smart-contract chains, and why “qubits per share” might become the next great crypto meme. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode opens with the DATpocalypse: almost every DAT is now below NAV, volumes have collapsed outside Bitmine and MicroStrategy, and the market is finally confronting what happens when issuances outrun demand. We get into consolidation talk, preferred-share experiments, capital-structure pivots, and whether any DAT should actually be selling crypto to buy back shares at a discount. Then we shift into quantum mania. Vitalik's “2028” comment lit up Q-Day fears, and we separate genuine hardware progress from pure panic. We discuss why post-quantum upgrades are simple for Bitcoin but brutal for stateful chains, and how hype alone could trigger a wave of “quantum-resistant” speculation. And yes — the running gag: DATs using quantum machines to steal Satoshi's coins. Tough markets, weird narratives, and institutions quietly holding the line. Let's get into it. Show highlights

Host: Cindy Allen Published: November 21, 2025 Length: ~12 minutes Presented by: Global Training Center Summary This week on Simply Trade: Cindy's Version, Cindy Allen unpacks a dramatic shift in global trade policy—one that touches everything from tariff reductions to new exemptions and unexpected reversals. Inspired by Taylor Swift's Everything Has Changed, Cindy explains how seemingly overnight, the trade landscape has transformed in ways that directly impact importers, customs brokers, and compliance professionals. From significant tariff rollbacks for China and Europe to new carve-outs for select products, Cindy walks through the week's biggest developments and breaks down what's real, what's promised, and what's still uncertain. In a moment where policies shift faster than supply chains can adapt, this episode brings clarity to the change—and perspective to the pace of it all. This Week in Trade • The administration announces a 10% reduction in tariffs on Chinese goods, including items previously subject to Section 301 duties • European-origin goods also receive reductions, with guidance forthcoming • CBP releases clarification on how these reductions apply operationally • Importers await confirmation on whether refunds will be automatic or require PSCs or protests • Supply chains begin recalibrating landed cost models and forecasting impacts New Trade Developments • China signals cooperation by easing rare earth export controls and increasing U.S. agricultural imports • The EU indicates interest in parallel reductions if the U.S. maintains consistency • Treasury and USTR state reductions are prospective, while refund policy remains under review • Early reduction categories include selected machinery, metals, and electronics • CBP urges importers to verify HTS classifications to ensure correct duty application Why This Feels Like “Everything Has Changed” Cindy highlights how quickly and massively the trade environment has shifted in just a few days. Overnight tariff reductions require importers to revisit landed costs, adjust contracts, notify customers, and reevaluate sourcing strategies. Customs brokers must reconfigure systems, classification profiles, and compliance workflows while fielding urgent questions from clients looking for immediate clarity. And with refund policy still unknown, teams must prepare for multiple scenarios, even as new developments continue to unfold. The cumulative effect: everything truly feels like it changed all at once. Key Takeaways • Tariff reductions could significantly cut duties for many importers • Refund guidance is still pending and may not be automatic • Accurate HTS classification is essential to capture reduced rates • China's concessions may signal a possible easing of tensions • The speed of regulatory change is accelerating across all fronts RESOURCES & MENTIONS • Global Training Center • TradeForce Multiplier Credits Host: • Cindy Allen – LinkedIn • Trade Force Multiplier Producer: • Lalo Solorzano – LinkedIn Subscribe & Follow New episodes every Friday. Presented by Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals. Connect with us: • Simply Trade Podcast on LinkedIn • Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community Don't forget to rate, review, and share with your fellow trade geeks!

The Chopping Block unpacks crypto's DATpocalypse — NAVs collapsing, volumes drying up, and consolidation on the horizon. Plus: Vitalik sparks a wave of quantum panic, what Q-Day really means for Bitcoin and smart-contract chains, and why “qubits per share” might become the next great crypto meme. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode opens with the DATpocalypse: almost every DAT is now below NAV, volumes have collapsed outside Bitmine and MicroStrategy, and the market is finally confronting what happens when issuances outrun demand. We get into consolidation talk, preferred-share experiments, capital-structure pivots, and whether any DAT should actually be selling crypto to buy back shares at a discount. Then we shift into quantum mania. Vitalik's “2028” comment lit up Q-Day fears, and we separate genuine hardware progress from pure panic. We discuss why post-quantum upgrades are simple for Bitcoin but brutal for stateful chains, and how hype alone could trigger a wave of “quantum-resistant” speculation. And yes — the running gag: DATs using quantum machines to steal Satoshi's coins. Tough markets, weird narratives, and institutions quietly holding the line. Let's get into it. Show highlights

M2i Global CEO Alberto Rosende joined Steve Darling from Proactive to announce that the company has signed a non-binding Memorandum of Understanding (MOU) with Nimy Resources, outlining plans to collaborate on forming commercially binding terms for the future sale and purchase of gallium production. Rosende highlighted that the agreement comes at a strategically important time for the United States. The U.S. currently has no domestic primary gallium production and depends entirely on imports, with a substantial portion originating from China. Although China has temporarily lifted its export ban on gallium to the U.S. until November 2026, shipments remain under tight export controls requiring government-issued licenses. With gallium essential for semiconductors, defense systems, and clean-energy technologies, developing secure, non-Chinese supply pathways is now a national priority. The MOU sets the stage for M2i and Nimy to work together on the potential supply of gallium sourced from Nimy's Mons Project in Western Australia, which hosts a near-term JORC-compliant gallium resource along with other critical minerals, including rare earth elements. Rosende emphasized that the JORC Code—Australia's strict professional standard for public mineral resource reporting—ensures transparency, reliability, and technical rigor in the evaluation of these resources. The collaboration is exclusive to the Mons Project and does not extend to Nimy's other assets. Under the MOU, both parties will now begin due diligence and negotiations toward a binding offtake agreement, focusing on commercial terms such as pricing structures, contracted volumes, and delivery logistics. Nimy continues to advance development of the Mons Project, including permitting and funding efforts, to align with the timelines envisioned in the agreement. Rosende noted that if finalized, the partnership would mark an important step in building a resilient, non-Chinese supply of gallium for the U.S. market—supporting security of supply for the semiconductor, energy, and defense sectors. #proactiveinvestors #m2iglobalinc #otcqb #mtwo #CriticalMinerals #SupplyChainSecurity #StrategicMinerals #USDefense #EconomicSecurity #BlockchainLogistics #CriticalMinerals #NevadaMining #parslee #volato #gallium

This week, we sit down with our friend Phil Cann, who brings us up to speed on his new venture, Gassin' Supply! https://revivalmotoring.com/

Steve Gruber sits down with John Tamny, author of Deficit Delusion and senior economic adviser, to discuss the rare earths supply issue and why China can't fully block these critical materials from the U.S., short of extreme hoarding. They break down the economic implications, global supply chain risks, and why rare earths matter for everything from defense to technology. Tamny provides insight into how the U.S. can safeguard its access to these essential resources without panicking over China's influence.

In today's episode, we're joined by one of the industry's most respected leaders, Mark Cutifani, former CEO of Anglo American and Chair of the ICMM. We discuss the long-term supply outlook for mining, the risks, opportunities and disruptions shaping the next decade. From critical minerals and geopolitical shifts to innovation and resilience, Mark shares his perspective on what's coming and how the industry can prepare. Mark is also going to be attending the upcoming Resourcing Tomorrow event - the premier gathering for the world's mining leaders taking place in London from 2-4 December. What sets this event apart is its unmatched audience: C-level executives from the biggest mining companies worldwide, over 40 government ministers, leading mining technology providers, and many more mining professionals in the industry. Dig Deep The Mining Podcast is proud to partner with Resourcing Tomorrow. To register, go to https://hubs.ly/Q03JvH2K0 and use DIGDEEP10 for 10% off your pass. KEY TAKEAWAYS No single country dominates global mineral supply, meaning the world needs to trade across geopolitical blocks to function effectively. The core challenge to supply is not a lack of resources, but the 20+ year timeframe required to get projects approved and materials to market. Companies that can inherently flex their production volume based on market demand and commodity price cycles significantly outperform their peers. Long-term success is built on pre-planning and quick capital return (3-5 years), excellent technical execution, and securing the right people and talent at every phase. BEST MOMENTS "No one country dominates global minerals and metals supply. And for the world to function, and for individual countries to function effectively, we're going to need to trade." "The bigger risk is one of permitting... a problem with supply not because of exploration, but because of the processes to get those materials to market." "Your ability to average a price 10 to 15 to 20% above the average price through the cycle, puts you in my experience the top quartile performers in the industry." VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Singapore shares nudged higher today as investors remained laser focused on the outlook of the global AI boom. The Straits Times Index was up 0.25% at 4,516.51 points at 12.04pm Singapore time, with a value turnover of S$664.71M seen in the broader market. In terms of counters to watch, we have the Singapore Exchange. That’s after the Monetary Authority of Singapore yesterday announced plans to allow companies to list on both SGX and Nasdaq using a single set of listing documents under a new “dual-listing bridge”. Elsewhere, from blowout earnings from chip powerhouse Nvidia to the outlook for Hong Kong stocks as year-end expirations of share-sale restrictions threaten to spur volatility – more corporate and international headlines remain in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital. See omnystudio.com/listener for privacy information.

https://tradingnut.com/bernd-skorupinski/ - Bernd's Links

Bryson Thomas, pastor at Del Ray Baptist Church. Preached at the 11/16/25 Evening Service.

In this exclusive webinar release, Paul Shannon moderates a market check with brokers Beau Beery, Reid Bennett, and Jakob Andersen. The panel covers where multifamily deals are actually clearing in late 2025, why the bid ask gap is narrowing, and how underwriting has shifted from headline cap rates to year one cash on cash, DCR, and debt yield. They compare Sunbelt supply waves to steadier Midwest fundamentals, walk through valuation reality checks sellers must face, and explain why most 2026 activity will be motivated sales and selective distress rather than a fire sale. The group also digs into operational costs, staffing shortages, financing paths into 2026, and what LPs should demand from GPs. Key Takeaways Bid ask is closing as loan maturities force decisions and rate volatility calms enough for buyers to plan Underwrite to cash on cash, DCR, debt yield first and sanity check taxes, insurance, payroll, and true vacancy before quoting a cap rate Supply matters more at scale: heavy Sunbelt deliveries pressure B assets while Midwest occupancy stays supported by limited new B stock and tight single family inventory Financing mix for 2026 will be agency for stabilized and selective bridge for assets that cannot qualify, with realistic reserves and timelines Expect more transactions and some distress in 2026, but not a broad capitulation; LPs should vet operators with downturn experience and transparent decision trees on sell, refi, or hold Disclaimer The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.

Robbe chats with Cole Townsend of Running Supply about his love of run culture, his favorite brands right now, and what's trending. They also discuss the state of running and the final boss question: has run culture peaked? Subscribe to the Running Supply Substack: https://runningsupply.substack.com/

Today's show features: Don Hall, President of Virginia Automobile Dealers Association Patrick Janes, AVP, vAuto Inventory Solutions at Cox Automotive Will Bright, CEO and Founder of Saferide.ai This episode is brought to you by: KPA – Escalating fines and enforcement actions are hitting dealers hard across safety, privacy, and F&I compliance. KPA's Complete Compliance Suite is the only all-in-one solution that protects your dealership from every compliance risk. Our integrated software, expert consulting, and award-winning training help you reduce insurance premiums, mitigate liability exposure, and protect your reputation. Learn more at https://kpa.io/automotive/ Saferide.ai – Saferide is pre-load AI Dashcam that makes cutting-edge saftey and conveneince features affordable for all drivers. We enable Hands-Free Cruise, Traffic Assist, Pedestrian Detection, and Predictive Maintenence for hundreds of models built since 2010. Contact us at 415 583 7394 or kyle@saferide.ai to learn more CDG Circles – A modern peer group for auto dealers. Private dealer chats. Real insights — confidential, compliant, no travel required. Visit ⁠⁠⁠⁠⁠https://cdgcircles.com/⁠⁠⁠⁠⁠ to learn more. Car Dealership Guy is back with our second annual NADA Party—happening in Las Vegas on Thursday, February 5th. It's the hottest ticket at NADA 2026. Spots are limited and unfortunately we can't invite everyone —so RSVP today at ⁠⁠⁠⁠⁠https://carguymedia.com/cdglive⁠⁠⁠⁠⁠ and we hope to see you in Vegas! — Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠ Instagram ➤⁠⁠⁠⁠⁠ https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠dealershipguy.com

In this special segment from Episode #1,102 of The Clay Edwards Show on WYAB, host Clay Edwards sits down with Joseph Stodghill, owner of Martin's Downtown and Martin's Livingston, for an in-depth interview on the iconic Jackson staple.   Joseph shares the rich history of Martin's, founded in 1953 as a simple beer spot and deli before evolving into a beloved blue-plate lunch destination. He recounts how his family, originally in the tire business with Bickton Tire, entered the restaurant world when his father bought Martin's in 1997 from original owner Martin Lester—a close family friend. From its early locations near State Street to the current spot since the mid-1980s, Joseph's stories highlight the bar's transformation from a redneck mecca alongside Shooter's Supply and Big Ten Tires to a vibrant community hub.   Clay and Joseph reminisce about riding out Hurricane Katrina at Martin's, where they never lost power and served as a lifeline for locals with food, ice, and drinks amid widespread outages. They discuss the challenges of restaurant life, including consistency in dishes like fried pork chops and country-fried steak, and personal battles with addiction in the industry.   The conversation turns to resilience during tough times: Joseph's decision to reopen Martin's after 30 days of COVID shutdowns, facing police visits but standing firm to keep staff employed. He credits a pre-installed water filtration system for navigating Jackson's water crises without major disruption.   Looking forward, Joseph talks expansions at Martin's Livingston—a former church now hosting weddings, concerts, and community events like crawfish boils and mini parades. He praises the new Jackson mayor's pro-business approach, improved law enforcement collaboration, and plans for safer St. Patrick's Day parades with potential metal detectors and controlled perimeters. Exciting updates include official rodeo after-parties at Martin's Downtown both weekends.   Tune in for heartfelt tales of Jackson's past, present challenges, and bright future from a true local visionary. Support Martin's—try the fried or grilled pork chops today at either location!   Subscribe for more unfiltered talks on local business and Mississippi life. Follow @SaveJxn on Facebook, YouTube, and X. #ClayEdwardsShow #MartinsDowntownJXN #JacksonMS

A message from Pastor Daniel Villarreal on November 16, 2025.

Continuum is solving the multi-party return problem in B2B supply chain—a transaction involving distributors, manufacturers, and end users that previously took 30-45 days and now completes in 30-45 seconds. In this episode of Category Visionaries, we sat down with Alex Witcpalek, CEO and Founder of Continuum, to unpack how he's building what he calls "reverse EDI" in a market of 1.5 million distribution and manufacturing companies across North America. After 13 years selling technology into this space, Alex is now growing 8x year-over-year by turning customers into the primary acquisition channel through network effects. Topics Discussed: Why multi-party returns require replicating order management, warehouse management, and procurement systems simultaneously The tactical sequencing of building network businesses: solving for independent value, achieving critical mass, then activating network effects How Continuum navigates deep ERP integrations (SAP, Oracle, NetSuite, Epicor) plus bespoke business logic across multiple supply chain tiers Facebook retargeting, BDR outbound, events, and customer referrals as the four channels driving growth in a non-PLG market Why business model differentiation is the only remaining moat when technical barriers collapse Building domain expertise distribution systems using AI-powered LMS fed by sales call recordings GTM Lessons For B2B Founders: Choose problems where you can capture 100% of addressable market, not fractional share: Alex deliberately avoided competing in CRM, sales order automation, or accounts payable—categories where even dominant players cap at 25-30% market penetration. Instead, he targeted multi-party reverse logistics, a greenfield problem no one else was solving. This strategic choice eliminates competitive displacement risk and allows every prospect conversation to focus on change management rather than competitive differentiation. Founders should map their TAM against competitive saturation: markets where you can own the entire category create fundamentally different growth trajectories than fighting for fragments. Sequence network businesses: independent value → critical mass → network activation: Alex was told by investors 18 months in that network effects "weren't going to work." His insight: "When you don't have a network, you don't sell the network. It's just in your plans and how you're building." Continuum sold P&L impact, manual labor reduction, and customer experience improvements to early adopters while building network infrastructure invisibly. Only after achieving density in specific verticals (HVAC, electrical, plumbing) did they surface the network value proposition. This sequencing prevents the cold-start problem—founders building marketplace or network businesses must design standalone value that makes the first 100 customers successful independent of network density. Exploit high pain thresholds in legacy industries as competitive barriers: Supply chain companies accept 30-45 day return cycles, manual warranty claims on paper, and playing "guess who" by phone to find inventory across distributor branches. Alex notes they have "extremely high pain threshold" from living with broken systems for decades. While this creates longer education cycles, it also means competitors won't enter (too hard) and once you prove ROI, switching costs become prohibitive. Founders should reframe customer inertia: industries tolerating obvious inefficiencies offer category creation opportunities with built-in moats, not just sales friction. Business model architecture is the only defensible moat—technical differentiation is dead: Alex is building his own e-signature platform (Continue Sign) and AI LMS using vibe coding to prove technical moats no longer exist. Continuum's defensibility comes entirely from network lock-in: displacing them requires disconnecting manufacturers like Carrier, Daikin, and Bosch plus their entire distributor ecosystems simultaneously. He references EDI (1960s technology still dominant today) as proof that network effects create permanent advantages. Founders must architect switching costs, network density, or proprietary data advantages into their business model—technology alone provides zero protection in the AI era. Match channel strategy to actual ICP behavior, not SaaS conventions: Continuum's top lead source is customer-driven network growth—distributors recruiting manufacturers and vice versa. Facebook retargeting works because their 50+ year-old supply chain buyers "are trying to comment on their grandkids' pictures," not scrolling LinkedIn. BDR outbound still delivers high win rates in an industry where business happens on handshakes, making events critical. This channel mix would fail for PLG products but works perfectly for enterprise cycles with $40K ACVs and 90-day sales processes. Founders should ethnographically research where their specific buyers actually spend attention rather than defaulting to LinkedIn, content marketing, or PLG based on what works in adjacent categories. Use 90-day enterprise cycles and multi-stakeholder complexity as qualification, not friction: Continuum runs enterprise sales motions for $40K deals because multi-party returns touch 16 constituents across sales, customer service, fleet, supply chain, warehouse, purchasing, and finance. Rather than trying to simplify buying, Alex uses this complexity as a filter—companies willing to coordinate VP of Supply Chain, COO, and CFO alignment are serious buyers. He layers three value propositions (P&L impact, labor reduction, customer experience) knowing different stakeholders weight them differently. Founders selling into complex environments should embrace multi-threading as a qualification mechanism that improves win rates and reduces churn, not overhead to eliminate. //  Sponsors:  Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire  Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM  

 B. HIGH-TEMPERATURE RARE EARTHS AND PREDATORY PRICING Guest: David Archibald The most desirable rare earths, Dysprosium and Terbium, allow magnets to function at high temperatures. China is now sourcing 40% of its supply of these from Myanmar. Though Australia produces these, structural oversupply is a risk. Subsidies, like the floor price given to MP Materials, may be necessary to prevent Chinese predatory pricing from killing off non-commercial producers seeking market dominance. 1936 PERTH

A. RARE EARTHS: CHINA'S MONOPOLY AND AUSTRALIAN SUPPLY Guest: David Archibald China's predatory pricing previously achieved a rare earth monopoly, damaging competitors like Lynas, which almost went bankrupt. Australia, via companies like Lynas and Iluka, is being eyed by the US as a non-Chinese source for rare earths critical for high-end electronics and defense. Processing is complex, requiring many steps, and often occurs in places like Malaysia. 1942

Hosted by David and Nycci Nellis. On today's show: · One of the hottest new restaurants in D.C. is K Street's Barbouzzard, French for “secret agent”. Inspired by the French Riviera, this place is just as hot. Barbouzzard's creator and principal managing partner, Nasr El Hage, and executive chef and partner – and one of our favorite guys in the world - Cedric Maupillier – join us; · Tysons Corner's Tower Club is a Northern Virginia legend sitting on the 17th Floor of a beltway landmark – the high-rise building that looks like a shopping bag. The Tower Club recently underwent a multi-million-dollar reinvention, including its menu. Vinny Mauriello, City Clubs' senior VP and national food and beverage director joins us with all the delicious details; · Caviar is undeniably one of the world's great delicacies. But what do you really know about it and its origins? Alboroz Tajik, owner of Northern Virginia's celebrated Merolin Caviar, is in with tastes and talk of his amazing offering of imperial osetra and imperial gold caviar; · And we're gonna need something good to wash down all that caviar. Fortunately, Anna Valero and Brian McGahey are in with cocktails from District Still and Supply – shh … a speakeasy … that will do the trick. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dr. Mark Thornton thinks silver being declared a critical mineral in the US adds yet another massive tailwind to an already bullish setup, one that could see the metal soar much higher as its strategic important is recognized by countries around the world and primary mine supply remains extremely scarce. Dr. Thornton dives into this and other catalysts he sees developing for silver, along with explaining why a return to a gold standard is inevitable, how Austrian economics offers real solutions to our current economic woes, and much more.Get Your Commodity Culture Merch: https://commodity-culture-shop.fourthwall.comMinor Issues Podcast: https://mises.org/podcasts/minor-issuesFREE Copy of 'Hayek for the 21st Century': https://mises.org/library/book/hayek-21st-century-essays-political-economySupport the Mises Institute: https://mises.org/giving/other-ways-giveFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Most people fail in short-term rentals not because they aren't smart… but because they're taking advice from the wrong people.In this episode, John Andrew breaks down why influencer advice is destroying new investors — and who you should actually learn from if you want to build a profitable, long-lasting STR business.You'll learn:Why most influencer claims aren't even in the realm of possibilityHow the real operators think about deals, risk, and long-term executionWhy the “how” of this business is simple, but consistent execution is brutally hardWhat separates profitable hosts from everyone else who quits in 18 monthsThe mindset shift you need if you want to build an STR business that actually cashflowsNo hype. No courses. Just the truth from someone who's in the trenches.

Interview with Shaun Bunn, Managing Director of Empire Metals Ltd.Our previous interview: https://www.cruxinvestor.com/posts/empire-metals-loneee-titanium-market-disruptor-targets-2026-pilot-pant-7736Recording date: 12th November 2025Empire Metals is developing the Pitfield project in Western Australia, home to one of the world's largest titanium deposits with a maiden resource estimate of 2.2 billion tons grading just over 5% TiO2. This multigenerational asset positions the company as a potential disruptor in global critical minerals supply chains at a time when the industry faces unprecedented restructuring.The company's strategic advantage extends beyond scale. Pitfield's geology features high-purity titanium minerals formed through weathering processes in sandstone formations, eliminating deleterious elements that typically complicate conventional processing. Empire has already produced 99% pure TiO2 products, validating the ore's metallurgical responsiveness and demonstrating the viability of its innovative hydrometallurgical approach.Unlike traditional titanium processing that relies on energy-intensive smelting and generates substantial waste, Empire's three-stage process bypasses these costly operations entirely. The surface deposit requires no blasting, drilling, crushing, or grinding, with friable material feeding directly into flotation circuits. This technical differentiation, combined with low mining costs, positions Empire to deliver products at significantly lower cost than 90% of existing global supply.Management is pursuing dual revenue streams, targeting both pigment production and strategic metal feedstock for defense and aerospace applications. The company has engaged with Boeing, the U.S. Department of Defense, and other end-users to align product specifications with market demand before finalizing process design. This customer-driven approach preserves optionality while reducing downstream marketing risk.The timing proves strategic. Major producers including Rio Tinto, Venator, and Iluka are retreating from titanium operations amid Chinese price competition and tariff responses. Empire aims to fill emerging supply gaps with government support through Australia's $4 billion Critical Minerals Facility.With £11 million in funding secured and continuous piloting targeted for mid-2026, Empire maintains development momentum toward demonstrating cost competitiveness and securing end-user commitments that could accelerate the project's pathway to production.View Empire Metals' company profile: https://www.cruxinvestor.com/companies/empire-metalsSign up for Crux Investor: https://cruxinvestor.com

Greg Shearer speaks with Otar Dgebuadze and Nina Fahy on the rising global LNG supply, slowdown of demand in key established markets and how the infrastructure challenges limits significant demand growth in emerging LNG markets. Team thinks this ultimately warrants higher flexibility through storage and production in the US natural gas market.   Speakers:   Nina Fahy, Head of US Natural Gas Research Otar Dgebuadze, Natural Gas Research Greg Shearer, Head of Base & Precious Metals Research   This podcast was recorded on November 14, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5112751-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

The salient point of our discussion centers on the nuanced dichotomy within the furniture market, where a reported year-over-year sales increase of 4.9% in October belies a troubling decline in actual transaction volume, which fell by 6.1%. This phenomenon indicates that the growth is largely attributable to escalated prices rather than an uptick in consumer purchasing activity, a situation exacerbated by tariff impositions and inflationary pressures that weigh heavily on the industry. We also delve into notable corporate developments, such as J and K Home Furnishings' strategic acquisition of Infinger Furniture, which not only signifies market expansion but also emphasizes a commitment to sustainability through substantial renovations aimed at achieving a 93% eco-friendly operation. Furthermore, we examine the evolving landscape of supply chain dynamics, particularly the significant reductions in global container freight rates, juxtaposed against rising costs on transcontinental routes. Lastly, we address pressing consumer safety issues arising from recalls in the sector, underscoring the imperative for manufacturers to adhere rigorously to safety standards to protect vulnerable populations, particularly children.The intricate landscape of the furniture industry is currently experiencing a confluence of growth and challenge, as evidenced by the latest data released by Fiserv. The reported 4.9% increase in sales at furniture stores for October paints a picture of burgeoning market vitality. However, a more granular examination reveals a disconcerting 6.1% decline in actual transaction volumes, indicating that the sales surge is not a result of increased consumer activity, but rather a consequence of elevated prices driven by ongoing tariffs and inflationary pressures. This dichotomy prompts a critical reflection on the sustainability of such growth amidst a backdrop of economic uncertainty, highlighting the need for industry stakeholders to recalibrate their strategies in response to these evolving market dynamics.In a significant corporate development, J and K Home Furnishings has strategically acquired Infinger Furniture, a well-established retailer in South Carolina, thereby expanding its market presence into the Charleston area. This acquisition is not merely a transactional event; it represents a broader strategic initiative aimed at enhancing operational efficiencies and embracing sustainability within the retail framework. J and K's ambitious plans for a comprehensive remodel of the Infinger location, including the installation of solar panels and a commitment to achieving a 93% green certification, exemplify a forward-thinking approach that aligns with contemporary consumer values surrounding environmental responsibility. Furthermore, the establishment of a local warehouse is poised to streamline logistics and improve service delivery, thereby positioning the company favorably within a competitive marketplace.As the discussion progresses to supply chain dynamics, the podcast elucidates the recent downward trend in global container freight rates, particularly a notable 15% drop for shipments from Shanghai to New York. This decline can be largely attributed to the completion of pre-holiday import activities by U.S. retailers, resulting in diminished demand for container space. In stark contrast, rising shipping costs on Asia-Europe routes signal the complexities and variances inherent in global logistics. Such fluctuations necessitate agility and foresight from retailers as they navigate the evolving landscape of supply chain management. The podcast also brings to light critical consumer safety concerns, particularly regarding the significant recalls of non-compliant clothing storage units, which underscores the imperative for manufacturers to adhere to safety regulations. The convergence of these themes ultimately reinforces the necessity for industry vigilance and adaptability in...

Rare Earths Monopoly and US Strategy. General Blaine Holt discusses China's challenge to the US and its allies regarding rare earths, noting that China previously threatened to cut off supply. The US is securing deals with partners like Australia and is on track to replace China entirely, despite initial processing reliance on Chinese predatory practices. Holt suggests a two-year recovery is conservative, as technology for domestic processing exists. He also notes China's leadership is in turmoil, trying to buy time through trade deals. 1942

On today's show we are looking at what I consider to be one of the most ridiculous market forecasts from what should be a respectable institution.The IEA which is based in Paris issued an updated demand model in the run up to the UN's annual climate change talks, this year scheduled to take place in Brazil. I believe it is important to understand energy markets, even as a real estate investor. It's important because energy is the economy. You cannot have a unit of economic output without a corresponding unit of energy being consumed somewhere in the world. These two have been inextricably intertwined throughout history. The problem with the IEA line of thinking is that it looks at oil and gas  consumption without considering oil and gas supply. Supply and demand cannot be unbalanced for more than a few months. The oil industry only holds about 40 days of supply in inventory worldwide. So if supply and demand fall out of balance, prices will swing considerably which will ultimately affect demand. In the short term demand is relatively inelastic with price. You're not about to drive 3/4 of the way to work if the price of gas goes up by 1/3. But over time, capital decisions are made based on the economic model associated with each energy source. The US hit peak oil supply this year. That means the cost and effort to extract a barrel of oil from the ground is going to go up from here. The IEA report puts the global daily consumption of oil at around 100M barrels per day. Under the “Current Policies Scenario,” which is based on existing policy and regulations, global demand rises to 105 million barrels a day in 2035 and 113 million barrels a day in 2050, from 100 million barrels a day last year, mainly driven by petrochemical feedstocks and aviation.There are a few problems with this analysis. The first is that global oil consumption is already 104.6M barrels per day now in 2025 and the IEA is saying that it's going to take another decade to reach that demand.The biggest problem is that their model puts too much emphasis on government policy as the primary driving force affecting oil demand. There is oil on paper and then there is oil in the tank. These are not the same. Just because someone in Washington or Paris or London issues a policy statement about oil consumption you have to remember that the decision to consume oil consists of billions of micro decisions.-----------**Real Estate Espresso Podcast:**

US President Trump signed the government funding bill and announced an end to the government shutdown after the House voted to approve the bill, while Trump said the government will resume normal operations and reiterated a call for money to be paid to people directly to buy healthcare.White House Press Secretary Leavitt said the October CPI and jobs data is likely to never be released, while it was separately reported that there was no official word from BLS on plans for October data.US officials flagged they will reduce tariffs on popular groceries, as pressure mounts to address the cost-of-living crisis, according to FT.APAC stocks followed suit to the mixed performance in the US, with little fresh catalysts as the government shutdown ended.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with gains of 1.1% on Wednesday.Looking ahead, highlights include UK GDP (Sep/Q3), EZ Industrial Production (Sep), US Cleveland Fed (Oct), New Zealand Manufacturing PMI (Nov), IEA OMR, BoE Minutes of the Market Participants Group Meeting, Speakers including BoE's Greene, Fed's Daly, Kashkari, Musalem & Hammack, ECB's Elderson, SNB's Tschudin & Moser, Supply from Italy & US, Earnings from Zealand Pharma, B&M European, Burberry, Siemens, Sabadell, Applied Materials, Disney, JD com & Bilibili.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

On June 18, 2023, the OceanGate TITAN, a submersible on its way to the Titanic wreck site, imploded, killing all five passengers, including OceanGate CEO, Stockton Rush.  There were a number of factors leading to this tragic event, including a horrible disregard of basic safety measures, a deliberate effort to work outside of regulatory and inspection protocols, and a toxic company culture.  While many of these issues were internal, OceanGate did not make the TITAN or its predecessors in-house. This means that they had suppliers, and those companies had a front row seat to what was unfolding. In this episode of the Art of Supply podcast, Kelly Barner covers the OceanGate operation from a supply chain point of view: OceanGate's evolutionary journey – first to buy and retrofit their submersibles and then to build them The different suppliers that played a role in manufacturing the TITAN, and signs that the company was looking for alternatives The challenge presented by innovation that seems to defy convention. When is an idea truly groundbreaking, and when is it just reckless? Links: Marine Board's Report Into the Implosion of the Submersible TITAN in the North Atlantic Ocean Near the Wreck Site of the RMS TITANIC Resulting in the Loss of Five Lives on June 18, 2023 Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement

We can make it through any situation, crisis or disaster, all by the grace of Jesus Christ. Subscribe to daily devotions e-mails: https://wcm.link/ddsub

European stocks opened mixed and traded choppily since, with macro drivers light; FTSE 100 is subdued post-GDP.DXY drifted lower in early Europe after holding steady overnight, with little reaction to the passage and signing of the US funding bill that formally ends the shutdown.USTs opened softer as risk appetite improved overnight following the House vote to end the shutdown and President Trump signing the legislation.Crude benchmarks are steady after Wednesday's slide, spot gold rises on a softer USD, and base metals extend on Wednesday's gains.Looking ahead, highlights include US Cleveland Fed (Oct), New Zealand Manufacturing PMI (Nov). Speakers include BoE's Greene, Fed's Daly, Kashkari, Musalem & Hammack, ECB's Elderson, SNB's Tschudin & Moser, Supply from the US. Earnings from Applied Materials, Disney.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode of Supply Chain Now, Scott Luton teams up with special guest host Ward Richmond (Vice Chairman, Colliers) to dig into the state of industrial real estate with Brandon Page. EVP, Head of Leasing & Customer Solutions and Glenn Wylie (Senior Managing Director, East Region at Link Logistics. The conversation frames what a “balanced market” looks like in 2025 (tight small-bay infill vs. more options at bulk) while unpacking the demand stack from e-commerce and nearshoring to data center spillovers and the renewed importance of 3PL flexibility.The group gets practical on bonded warehouses and FTZs (where and why they fit), market dynamics across the Southeast, Texas, and Phoenix, and how power availability and automation readiness are influencing site decisions. You'll also hear how Link Logistics uses data and AI, from rent-modeling insights to faster decision support across an infill-centric portfolio (with most assets within an hour of dense populations). The throughline: customers want flexibility, optimization, and speed, and the teams that blend relationships with good data will find the next wave of opportunity first.Jump into the conversation:(00:00) Intro(00:40) Scott welcomes Ward, Brandon, and Glenn(03:17) Baseball stories and quick warm-ups(05:40) Tailgate favorites: Publix chicken, BBQ, cheeseburgers(07:28) Ward on music and podcast projects(08:37) Supply chain real estate 101 with Link Logistics(12:57) Market shifts since 2022: slower, smarter leasing(14:37) Demand drivers: e-commerce, nearshoring, power(24:20) 3PL growth, manufacturing, and data centers(27:25) Bonded warehouses and FTZ setup(30:55) Flexibility and cost pressures(32:14) Customer priorities: optimization and power(38:57) Regional trends: Southeast, Houston, Phoenix(46:05) AI and tech driving efficiency(53:21) Common myths about industrial real estate(58:16) Takeaways on balance and relationshipsAdditional Links & Resources:Connect with Brandon Page: https://www.linkedin.com/in/brandon-j-page-385395236/ Connect with Glenn Wylie: https://www.linkedin.com/in/glenn-wylie-233105203/ Learn more about Link Logistics: https://www.linklogistics.com Connect with Ward Richmond: https://www.linkedin.com/in/wardrichmond/Ward Richmond's official website: https://www.truckinon.com/ Learn more about Colliers: https://www.colliers.com/Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch

For as much as we all joke about the, "kids these days" mentality that every generation seems to have in one form or another, for most of human history this sentiment was often more anecdotalI than anything else. Typically we see youth as a combination of  'risky behavior' mixed with 'poor decision-making' - a dangerous cocktail to be certain - but trying something new at ANY stage of life will often look foolish to those on the outside. The question each of us faces, then, is how much are we willing to trust ourselves. It's a question my guest this week wants her clients to answer with confidence, and maybe a little bit of laughter. Nermin Jasani joins us this week for a conversation about how she went from managing to get into a Wall Street job at the height of the financial crisis to moving across the country to attempt a tech start up, ultimately coming back to the law as a consultant for other women in the profession. We discuss the importance of hiring good people, why technology is fantastic but can't replace our responsibilities, and how the business of law is always rooted in the economics of Supply & Demand.Enjoy the show!  

US House to vote on a bill which could end the shutdown and keep the government funded through January 2026.European bourses are broadly firmer and continue to make highs, US equity futures also gain with the RTY (+1%) outperforming.USD is firmer ahead of a slew of Fed speakers, GBP pressured on political uncertainty; JPY lags.Global bonds are softer given the risk tone, Gilts lag with PM Starmer pressured into PMQs.Crude benchmarks pull back after Tuesday's gains, XAU remains rangebound.Looking ahead, highlights include BoC Minutes (Oct), EIA STEO, OPEC MOMR, Speakers including ECB's de Guindos, Fed's Paulson, Bostic, Williams, Waller, Miran, Collins; US Treasury Secretary Bessent. Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded mixed with the region indecisive amid light fresh catalysts and as participants digested earnings.House Democratic caucus will meet at noon Wednesday in Washington, according to Punchbowl's ShermanUK's Downing Street has launched an extraordinary operation to protect UK PM Starmer amid fears among the PM's closest allies that he is vulnerable to a leadership challenge in the wake of the Budget, according to The Guardian's Crerar.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with gains of 1.1% on Tuesday.Looking ahead, highlights include German CPI Final (Oct), Italian Industrial Output (Sep), BoC Minutes (Oct), EIA STEO, OPEC MOMR, Speakers including ECB's Schnabel & de Guindos, Fed's Paulson, Bostic, Williams, Barr, Waller, Miran, Collins; US Treasury Secretary Bessent. Supply from Germany & US, Earnings from E On, Bayer, Infineon, ABN AMRO, Cisco & On.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Clare blood donors are being urged to make a life saving donation as Ireland's universal blood supply is eight days below the desired rate. The Irish Blood Transfusion Service is holding blood donation clinics today and tomorrow in Kilrush Community School from 5pm until 8:20pm both days. Supplies of O Negative blood are being sought, with just over two days of stock remaining nationwide, however donations of all blood types will be accepted. Broadford-based Irish Blood Transfusion Service Donor Recruitment Executive Alex O'Connor, says ideally hospitals would want 10 days supply of each blood type.

In this episode of Good Morning Liberty, host Nate Thurston discusses the current housing affordability crisis and former President Trump's proposal for 50-year mortgages. Nate examines the complexities and potential downsides of longer mortgage terms, emphasizing that the root problem lies in the supply and demand imbalance in the housing market. He suggests that government regulations, state and local zoning laws, and various economic factors are contributing to the housing shortage. Nate also touches upon the role of institutional investors, immigration, and tariffs on building materials in exacerbating the crisis. The episode provides an in-depth analysis of these issues, advocating for policy changes to increase housing supply and affordability. 00:00 Intro 01:46 The 50-Year Mortgage Debate 02:41 Supply and Demand 06:29 Trump's 50-Year Mortgage Proposal 07:56 Personal Housing Experiences 11:36 Market-Driven Mortgage Solutions 15:19 Housing Affordability Crisis 17:58 Interest Rates and Mortgage Payments 30:28 Rental Companies and Housing Supply 33:48 Institutional Investors and Housing Affordability 34:44 Government Regulatory Failures and Housing Shortage 35:24 Personal Anecdotes and Neighborhood Issues 36:42 Investor Home Purchases and Market Share 38:40 State Legislation and Housing Shortage 41:04 Supply and Demand in the Housing Market 46:27 Local Government's Role in Housing Regulations 52:54 Impact of Immigration on Housing 55:21 Conclusion and Final Thoughts    

Threats are easy. Supply chains, deterrence math, and real endgames are not. We dive into the rising talk of U.S. strikes on Venezuela and why public saber-rattling can lock leaders into dangerous escalations they can't control. From leaked authorizations to carrier movements in the Caribbean, we lay out the likely playbook, the unintended consequences for […]

Most misses in sales are baked into the plan before the year even starts.In this episode, Toni talks with Scott Domareck, a four-time VP of Sales who's been through every phase of growth, exit, and burnout imaginable. Together, they break down the hidden mistakes that ruin annual planning long before execution begins.From massaged Excel spreadsheets to unrealistic ramp times and compounding assumptions that look great to investors but kill execution, they get real about what actually happens inside revenue planning season, and how to build a plan you can actually hit.This episode is brought to you by Evergrowth  —  Their Agentic GTM Workspace enables revenue teams to collaborate and win with AI-powered teammates, breaking down silos and helping B2B teams grow smarter with fewer resources. Want to work with us? Learn more: revformula.io(00:00) - Introduction (04:16) - The Reality of Planning Season (07:22) - Transparency and Context in Planning (13:12) - Compounding Effects in Sales Planning (18:14) - Involvement of Go-to-Market Leadership (25:29) - Trust and Executive Leadership (28:43) - Top Mistakes in Hiring (30:49) - Staggering for Supply and Demand (34:02) - Challenges in Scaling and Execution (41:04) - The Reality of Adding New Elements to the Plan (43:34) - Risk Management and Buffers (46:31) - Planning for Attrition and Unexpected Events (49:13) - Final Thoughts and Future Discussions

The technology industry has spent heavily on all things AI, from training large language models (LLMs) to building up the infrastructure required to meet demand. Investments across a range of sectors with exposure to the AI boom, including cloud computing, chips, data centers and the power grid, have lifted economic growth and supported financial markets through a period of global uncertainty. One estimate from McKinsey & Co. suggests that demand for new and updated digital infrastructure will require an estimated $19 trillion in investments through 2040. Much of this capital will come from institutional investors. Supply-demand dynamics, the impact of new innovations, and the pace of adoption will help guide investors as they determine how to allocate their exposure to AI. This episode of The Outthinking Investor explores growth opportunities and potential challenges across the AI ecosystem. Experts discuss sectors that stand to benefit from AI, intense demand for AI infrastructure, managing obsolescence risk, and whether AI can deliver on expectations for productivity and returns. Our guests are: Richard Waters, Technology Writer-at-Large for the Financial Times Owen Hyde, Managing Director and Equity Research Analyst at Jennison Learn more about the AI boom by visiting Jennison's AI Resource Center (https://www.jennison.com/campaignCountry/en/institutional/perspectives/ai-resource-center). Do you have any comments, suggestions, or topics you would like us to cover? Email us at thought.leadership@pgim.com, or fill out our survey at PGIM.com/podcast/outthinking-investor. To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.

APAC stocks were mostly subdued with the region failing to sustain the positive global risk momentum that had been spurred by US-China trade optimism and US government reopening hopes, while there were few fresh catalysts overnight to fuel the recent rally.US Senate voted 60 vs. 40 to pass legislation to fund the federal government and end the shutdown, while the bill now goes to the House.US House Speaker Johnson is seeking a Wednesday vote on the stopgap bill, and won't commit to an ACA subsidy vote.China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user' system to fast-track certain export licenses, according to WSJ.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market finished with gains of 1.8% on Monday.Looking ahead, highlights include UK Unemployment/Wages (Sep), EZ & German ZEW (Nov), US NFIB (Oct), Weekly Prelim Estimate ADP, Riksbank Minutes, Speakers including ECB's Lagarde, BoE's Greene & Dhingra, RBA's Jones, Supply from Netherlands, Earnings from Porsche SE, RWE & Alcon. Holidays: US Veterans' Day; Canadian Remembrance DayRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Global, systemic stress on silver, exports being stopped, there's now "Blood in the Streets" as the LBMA short squeeze has ignited a global gold and silver bullion buying frenzy which went berserk these past two weeks:

A message from Pastor Daniel Villarreal on November 9, 2025.

APAC stocks traded higher amid the improving US-China trade environment and with hopes of ending the US government shutdown as several Democrats supported Republicans to pass a measure through the procedural vote in a rare Senate session on Sunday.US Senate voted 60 vs 40 to advance the government funding bill through the procedural hurdle, moving it closer towards passage, after 8 Democrats supported the measure in a rare Sunday session.Chinese inflation data over the weekend which printed above forecasts, although factory gate prices remained in deflation.NVIDIA (NVDA) CEO said they have very strong demand in Blackwell chips and asked TSMC (2330 TT) for more wafers to meet strong AI demand.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 1.4% after the cash market closed with losses of 0.8% on Friday.Looking ahead, highlights include Norwegian CPI (Oct), EZ Sentix (Nov), Chinese M2 & New Yuan Loans (Oct), Speech from BoE's Lombardelli, Supply from the UK, Earnings from Hannover Re, CoreWeave & Barrick Mining.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US Senate voted 60 vs 40 to advance the government funding bill through the procedural hurdle, moving it closer towards passage, after 8 Democrats supported the measure in a rare Sunday session.European and US equity futures are stronger across the board as senators take first steps to ending the US government shutdown; NQ +1.5%.USD softer against high-beta FX but higher against havens amid the risk-on mood.USTs slip on US Government shutdown related progress, Gilts digest reports of a dividend tax hike.Commodities follow the positive sentiment stateside and constructive Chinese inflation figures.Looking ahead, highlights include Chinese M2 & New Yuan Loans (Oct), Speech from Fed's Daly, Musalem, Supply from the UK.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Circle welcomes the Chief Worm Wrangler himself, Robbie Sterling of Missouri Worm Supply, to dive deep into the worm business, organic growing, and the secret sauce behind phenomenal fungal dominant castings!Robbie shares the fascinating origin story of his business, starting as a necessity during the pandemic when fertilizer prices exploded. He explains how he went from a beginner's worm tower to managing 3 to 5 million worms and shipping products nationwide in just two years. This episode is packed with invaluable, high-level knowledge and practical tips for home growers and aspiring vermicomposters: The Secret to Superior Soil: Learn why Missouri Worm Supply's castings are lab-tested for fungal dominance (hitting "stupid high" numbers around 750 nanograms per gram) and how this microbiology enhances flavor in food and terpenes in cannabis. Say goodbye to dead, dry castings you buy at big box stores  Scaling Strategically: Robbie details his calculated risks, including investing in high-resale equipment like his 15-foot trommel machine for efficient casting and cocoon harvesting. He also shares tips on how to rapidly increase your worm population by reintroducing cocoons for up to 12 lbs of worms per bin.  Home Worm Hacks: Get Robbie's recommendation for the best beginner worm bin (a cheap, forgiving stackable tower), what to feed your worms (mushroom compost, shredded oak leaves, and cardboard), and why his custom Worm Chow contains 11 grains, kelp, and green sand for critical grit and minerals.  Temperature & Breeding: If your home bins are struggling, Robbie explains the ideal temperature range (75-80°F) needed for worms to thrive and breed rapidly, especially compared to the average 50-55°F basement floor.  Advanced Worm Tea Recipe: Learn about Robbie's advanced worm tea recipe—developed with soil biologists—that goes beyond just molasses, incorporating ingredients like fish hydraulic, kelp, and straw (to cultivate protozoa). He also shares a crucial tip about the time/temperature correlation for perfect brewing.Plus, the hosts break down the pros and cons of European Nightcrawlers vs. Red Wigglers, share tips on dealing with high moisture/pot worms, and Robbie shares the hilarious story of the first illegal crop he ever grew as a kid (it involved his dad's stash!).Get your fungal funk on!--------------------------------------------------------------------------------Find Robbie and shop their current discounted products (until end of December): Missouri Worm Supply: www.missouriwormsupply.com

What if markets move not by logic, but by pressure? In this conversation, Alan Dunne and Yoav Git trace the invisible currents behind price formation, namely how a single dollar of inflow can lift valuations fivefold, and why that distortion challenges everything the efficient market promised. From the slow mechanics of supply and demand to the moral hazards of policy and liquidity, the discussion follows money as it reshapes narrative. They revisit research that foresaw inflation's return, and question why QIS indices so often fade in practice. Beneath it all lies a quiet question: what truly drives the modern market?-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Yoav on LinkedIn.Episode TimeStamps:00:00:23 – Opening and agenda for the discussion00:01:05 – Math education in the UK and XTX's push to fund young talent00:03:39 – Market performance recap for early November00:04:49 – Reflections on volatility and fixed income trading conditions00:05:13 – Introduction to the “Inelastic Markets Hypothesis”00:05:53 – Supply, demand, and elasticity explained in market terms00:10:30 – Instrumental variables and how economists measure elasticity00:14:51 – The debate: if markets clear, how can flows move prices?00:15:44 – Why equities are more inelastic than bonds00:21:04 – Questioning the 5x effect and how...

In "The State of Logistics Hiring", Joe Lynch and Charlie Saffro, a recruiting and retention expert and CEO of CS Recruiting, discuss why employee-focused cultures and niche expertise are now critical to overcoming talent shortages in the supply chain industry.  About Charlie Saffro Charlie Saffro is a recruiting and retention expert, a female entrepreneur, and a TEDx speaker with a passion for sharing ideas around human leadership, talent acquisition and retention, employee engagement, and company culture. Charlie founded a third party recruiting firm in 2010 with the goal of connecting employers and professionals within the Transportation, Logistics, and Supply Chain industry. Today, as the CEO of CS Recruiting, Charlie leads a thriving organization and a talented team of professional career matchmakers. She is dedicated to helping leaders of all industries prioritize employee-focused cultures. Charlie is an established thought leader and offers personalized coaching, team workshops, and keynotes to share her perspective as both a recruiter and a company leader. About CS Recruiting CS Recruiting focuses on recruitment and talent advisory within the Logistics, Transportation and Supply chain Industry. We partner with clients across North America to help them identify the most qualified candidates for their niche hiring needs. Our client base consists of 3PLs, Asset Providers, Shippers (Manufacturers/Distributors) and companies that offer a technology platform, equipment solution or consulting services. We pride ourselves on our industry expertise, competitive market knowledge and network of talent to support searches for positions of all levels and functions that influence the Supply Chain. CS Recruiting's goal is to partner with clients and candidates to develop long lasting relationships and make appropriate and time sensitive career matches. Key Takeaways: The State of Logistics Hiring In "The State of Logistics Hiring", Joe Lynch and Charlie Saffro, a recruiting and retention expert and CEO of CS Recruiting, discuss why employee-focused cultures and niche expertise are now critical to overcoming talent shortages in the supply chain industry. Culture Drives Retention: Employee-focused cultures are the primary strategy for both attracting and keeping talent in logistics. Specialization is Essential: Hiring success demands deep niche industry expertise within the Logistics, Transportation, and Supply Chain sectors. Broad Talent Demand: The hiring crisis spans across 3PLs, Shippers, and Tech providers—the entire supply chain ecosystem. Prioritize Human Leadership: Effective recruitment and engagement rely heavily on human leadership skills to improve employee experience. Recruiting as Advisory: The best firms view recruiting as a strategic talent advisory partnership, not just a transaction. External Expert Insight: Companies are leveraging external thought leaders (like Charlie Saffro) for coaching and workshops to refine internal processes. Candidate-Driven Market: Logistics hiring requires understanding and addressing what motivates top talent, as candidates currently hold the leverage. Learn More About The State of Logistics Hiring Charlie Saffro | Linkedin CS Recruiting | Linkedin CS Recruiting Charlie's TEDx Talk Recruiting and Retaining Top Performers in Logistics with Charlie Saffro Winning the Logistics Talent War with Charlie Saffro The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Land isn't just dirt under buildings—it's the world's oldest, strangest asset, worth an estimated $180T, quietly steering credit cycles, politics, and who gets to build the future. Economist editor and Money Talks host Mike Bird joins us to decode the “land trap”: why superstar cities underbuild, how mortgages turned banks into land-collateral machines, and what Japan's 1980s super-bubble can (and can't) teach us about China's managed deflation today. We trace ownership from Babylonian stone ledgers to modern cadastres, ask whether America ever ran a de facto “land standard,” and explore pragmatic exits: build where demand is, deepen capital markets so homes aren't the only savings vehicle, and tax land value uplift to fund infrastructure. ---