Podcasts about Supply

Supply chain security remains one of the biggest time sinks for appsec teams and developers, even making it onto the latest iteration of the OWASP Top 10 list. Paul Davis joins us to talk about strategies to proactively defend your environment from the different types of attacks that target supply chains and package dependencies. We also discuss how to gain some of the time back by being smarter about how to manage packages and even where the responsibility for managing the security of packages should be. Visit https://www.securityweekly.com/asw for all the latest episodes! Show Notes: https://securityweekly.com/asw-367

The Jesse Scouts crippled Lee's retreat by intercepting supply trains, forcing the Confederate surrender at Appomattox. Rejecting guerrilla warfare to preserve the nation, Lee accepted Grant's respectful terms. Post-war, former partisan Mosby surprisingly became a Republican and close friend of President Grant, aiding national reconciliation.

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Lucien Besse of Shippeo talks about navigating supply chain chaos; data quality & continuous improvement; AI; and the keys to visibility project success.   IN THIS EPISODE WE DISCUSS:   [03.38] An introduction to Lucien and the journey that led him to co-found Shippeo. [07.07] The biggest sources of chaos for supply chain teams, and why they need flexibility and visibility. "Supply chain managers need to make hundreds of decisions every day, every hour, every minute – they need to navigate uncertainty every single day, and that hasn't changed… What has really changed is the number of disruptions." [09.28] Why supply chain professionals are 'the calm in the storm,' what even small problems amidst the backdrop of chaos mean for businesses, and how Shippeo help customers with both inbound and outbound challenges. [15.00] The big issues that sit behind supply chain chaos, and why trust in data is crucial. "Visibility is a commodity, everybody needs it. But accurate visibility is not a commodity. The reliability of the information you provide to the customer needs to be correct, and they need to have the ability to take action. Because the end goal is not just to look at an ETA on a platform, it's to take an action." [18.02] The importance of data quality and why it's a continuous improvement project. "When we talk to our customers, we tell the truth. There is work to be done, there's no magic wand. It's continuous improvement." "Visibility is about technology, but also about process and people." [23.47] The importance of honesty and setting clear expectations in communications with customers, and why three-way collaboration between vendors, carriers and customers is key. [28.37] How data issues impact the success of AI, and how Shippeo is leveraging AI for customers. "There are two main pillars when it comes to AI – data quality and automation of manual tasks, and making visibility actionable through workflows." [33.31] What success looks like, how organizations can ensure their visibility projects are a success, and why change management relies on understanding people and their daily habits. [40.13] The two core areas Shippeo will be focusing on in 2026.   RESOURCES AND LINKS MENTIONED:   Head over to Shippeo's website now to find out more and discover how they could help you too. You can also connect with Shippeo and keep up to date with the latest over on LinkedIn, Facebook, Instagram or X (Twitter), or you can connect with Lucien on LinkedIn. If you enjoyed this episode and want to hear more from Shippeo, check out: 494: The Digitization Dilemma: Overcoming Transformation Failures with Shippeo 443: Mastering Visibility: Insights from LogTech Live with Shippeo 486: Revealed – The Number One Way To Make Your Supply Chain Future-Proof 475: Leverage Real-Time Transportation Visibility, with Shippeo Check out our other podcasts HERE.

In late 2023, one of the world's most critical maritime chokepoints effectively broke. After Hamas' October 7th attack on Israel, Houthi militants began targeting commercial shipping in the Red Sea. Initially, their target was Israel-linked vessels, then they increasingly started targeting anything that passed through. What followed was a near-collapse of confidence in the Suez Canal, a route that normally handles roughly 10–12% of global seaborne trade. Ocean carriers rerouted thousands of ships around the Cape of Good Hope, adding weeks, cost, fuel burn, and complexity to global supply chains. Fast forward to late 2025 and early 2026, and something quietly significant happened: Maersk, the world's second-largest container carrier, sent ships back through the Red Sea. It wasn't a full return or a declaration of victory, but it was a meaningful test. In this episode of the Art of Supply podcast, Kelly Barner covers:  Why Maersk's Red Sea test voyages matter more than they may appear The economic and capacity pressures pushing carriers back toward Suez Why a "safe reopening" may still create winners and losers What procurement and supply chain leaders should be watching for next Links: High Stakes in the Red Sea Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

From Davos to Wharton, Michael dives into globalization vs. America First, Trump shaking up the World Economic Forum, and the small‑town heroes keeping Texas running. Michael shares life lessons on being present, journaling like Marcus Luttrell, and the power of daily gratitude. Then we spotlight hometown grit with Wharton Feed & Supply owner Richard Lockley—an everyday Texan building community one chain saw, cattle cube, and handshake at a time.See omnystudio.com/listener for privacy information.

In this episode, Mark Longo and Dan Passarelli take a nostalgic trip back to the 80s to become the Masters of the Volatility Universe. Whether you're a "Prince Adam" of the markets or just starting your basic training, this episode is a comprehensive refresher on the most important force in options pricing: Volatility. The Drill Instructors break down: Volatility as the Speedometer: Why direction matters less than velocity when measuring vol. Realized vs. Historical Volatility: Understanding the concrete, backward-looking data of price swings. Implied Volatility (IV): Why Mark calls it the "Fudge Factor" of the options market and how it acts as a forward-looking forecast. The Volatility Risk Premium (VRP): Why options are often "overpriced" and how premium sellers harvest that edge. Supply and Demand: Dan's take on why IV is often more about market noise than actual future predictions. 2026 VIX Prognostications: Where will the "Fear Gauge" end the year? Dan puts his official number on the record.

In this episode, Mark Longo and Dan Passarelli take a nostalgic trip back to the 80s to become the Masters of the Volatility Universe. Whether you're a "Prince Adam" of the markets or just starting your basic training, this episode is a comprehensive refresher on the most important force in options pricing: Volatility. The Drill Instructors break down: Volatility as the Speedometer: Why direction matters less than velocity when measuring vol. Realized vs. Historical Volatility: Understanding the concrete, backward-looking data of price swings. Implied Volatility (IV): Why Mark calls it the "Fudge Factor" of the options market and how it acts as a forward-looking forecast. The Volatility Risk Premium (VRP): Why options are often "overpriced" and how premium sellers harvest that edge. Supply and Demand: Dan's take on why IV is often more about market noise than actual future predictions. 2026 VIX Prognostications: Where will the "Fear Gauge" end the year? Dan puts his official number on the record.

Interview with Nolan Peterson, CEO of Atlas SaltOur previous interview: https://www.cruxinvestor.com/posts/atlas-salt-tsxvsalt-rare-public-salt-play-targets-10-of-north-americas-de-icing-market-8676Recording date: 16th January 2026Atlas Salt is positioning itself to address a critical infrastructure need in North America through the development of the Great Atlantic Salt project on Newfoundland's west coast. The company targets the deicing road salt market, where demand consistently outstrips domestic supply by 30-40%, forcing North American buyers to source from Egypt and Chile with significantly longer lead times and higher costs.CEO Nolan Peterson, who joined the company in June 2025, explained the market dynamics: "There is a salt shortage year-over-year when you're balancing domestic production versus domestic needs. And domestically, I'm grouping Canada and the United States as one market." The timing appears particularly opportune, with Ontario currently experiencing severe shortages despite having a full year to prepare following last year's supply crisis.The project's geographic advantage is substantial. Located in Newfoundland with direct port access, Atlas Salt can deliver product to the same markets served by foreign producers in 15 to 20% less time and cost, according to Peterson. This proximity enables rapid response to spot market opportunities and provides supply chain stability that foreign sources cannot match.The updated feasibility study demonstrates robust economics with total capital requirements of approximately $600 million CAD. The project generates an NPV of $920 million CAD with a 21.3% after-tax IRR and $188 million in annual after-tax free cash flow over a 25-year mine life. "Our contrast is that we have steady stable cash flow year after year kind of like a dividend or a bond if you will once you get over that initial hurdle," Peterson explained.Construction activities are beginning imminently following financing completed in October 2025, with the company targeting Q2 2026 for a finalized debt package covering 60-80% of capital needs from sovereign wealth funds and infrastructure banks. Atlas Salt has already signed an MOU with Scotwood Industries, the largest distributor of packaged retail deicing salt in North America, while pursuing additional commercial partnerships and potential vertical integration opportunities.View Atlas Salt's company profile: https://www.cruxinvestor.com/companies/atlas-saltSign up for Crux Investor: https://cruxinvestor.com

Interview with Alex Dorsch, MD & CEO of Chalice MiningRecording date: 20th January 2026Chalice Mining is developing the Western world's leading palladium-nickel-copper project at Gonneville, discovered in 2020 near Perth, Australia. The project has advanced from discovery to prefeasibility study (PFS) stage, with Final Investment Decision (FID) and construction planned for 2028-29.The project's exceptional economics stem from open-pit mining starting at surface level, delivering all-in sustaining costs of $370/oz compared to $900-1,800/oz for South African competitors operating deep underground mines. This positions Gonneville in the second quartile of the global cost curve. The PFS demonstrates a 23-year mine life with NPV8 of A$3.3 billion at current prices and 40% IRR, producing 170,000 oz/year initially and scaling to 250,000 oz/year in stage two.Palladium prices have surged 105% from $880/oz to $1,800/oz over seven months, driven by supply constraints with over 90% production concentrated in Russia and South Africa. Demand remains resilient as electric vehicle adoption progresses slower than anticipated, supporting hybrid vehicles that require palladium catalytic converters.Chalice's two-stage development strategy balances ambition with capital discipline. Stage one requires A$820 million capex, fundable through 50-70% debt financing given strong project margins and abundant critical minerals financing from sovereign wealth providers. The company has invested A$325 million in technical work, including A$15 million on metallurgical testing—significantly more than typical junior miners at this stage.A simplified flowsheet redesign produces three standard products processable by conventional smelters, eliminating downstream technology risk. The project's Perth location provides infrastructure advantages and residential workforce access, reducing capital requirements to A$200-250 million versus multi-billion dollar bills for remote projects.With regulatory approvals expected in early 2028, Chalice offers rare exposure to palladium development outside Russian and South African dominance in a structurally constrained supply market.View Chalice Mining's company profile: https://www.cruxinvestor.com/companies/chalice-miningSign up for Crux Investor: https://cruxinvestor.com

In this episode of Let's Talk Housing, Brennen Thomas and Steven Thomas break down the early winter housing market shift and why demand is about to change. They explain what's happening with mortgage rates, inflation, and job data, and how affordability is impacting buyers. The conversation also tackles starter homes and the truth behind institutional investors. Data-driven insights from Reports On Housing help cut through the noise.Got questions? Drop them in the comments or email us at brennen@reportsonhousing.com for a chance to have them featured in a future episode!Time Stamps:00:00-Intro 01:25-Supply & Demand Overview03:05-Market Slowdown And Winter Kickoff06:00-Winter Market Trends And Timing07:07-Jobs Data, Unemployment, & CPI09:27-Inflation & Fed perspective11:25-Mortgage Rate Trends & Spreads16:25-Interest Rate Analysis & Outlook18:41-Potential For Mortgage Rates In The Fives20:29-Starter Homes & Affordability24:56-Institutional Investors & Housing Policy30:27-Conclusion

Did the illicit fentanyl trade experience a supply shock? Science In the United States overdose deaths (ODDs) from synthetic opioids peaked in mid-2023 and then began a sharp decline decreasing by over one third by the end of 2024. One possible explanation is a decrease in fentanyl supply. The purity of fentanyl powder rose in 2022, cresting at 25% in early 2023, but by the end of 2024 purity had fallen to 11%. From 2019 to 2024 the rate of ODDs correlated with the purity of fentanyl in both powder and pills. Drug seizures also peaked in early 2023 and then decreased by 37% in 2024. Analysis of Reddit posts by drug users found increased mentions of “drought” in 2023 that remained high at the end of 2024. All these indicators suggest a reduction in fentanyl supply beginning in 2023. In 2023 China took aggressive action against suppliers of synthetic opioid precursor chemicals, likely a result of meetings between Presidents Biden and Xi. This suggests international cooperation can help reduce ODDs.    Read this issue of the ASAM Weekly Subscribe to the ASAM Weekly Visit ASAM

In this episode, Dr. Tommy Woods, a neuroscientist and performance coach, shares the best practices you should follow if you want to achieve optimal brain health. He also details how how these practices are tied into your overall health. Dr. Wood introduces his 3S Model, “Stimulus, Supply, and Support,” a simple and practical way to think about how the brain adapts, performs, and stays resilient over time. You'll learn why how you use your brain is the primary driver of brain function, how cardiovascular and metabolic health influence cognition, and why sleep is where the real adaptation happens. You'll also hear powerful coaching insights on handling stress (including why you can't think yourself out of stress), practical tools to downshift when you're under pressure, and the science-backed truth that the adult brain can learn “new tricks”. And you'll also learn why mistakes (and the grace to forgive yourself and others when they occur) are so necessary for continued growth. YOU WILL LEARN: How the “Stimulus–Supply–Support” framework make “brain optimization” doable without the overwhelm. You can't “outthink” yourself out of being stressed, but you can learn effective ways to manage it. Why mistakes should be reframed as necessary and critical components to growth. MENTIONED IN THIS EPISODE: The Stimulated Mind, by Dr. Tommy Wood Behave, by Robert Sapolsky The Neuroscience of You, by Chantelle Pratt NOTEWORTHY QUOTES FROM THIS EPISODE: “The 3S are stimulus, support and supply. In terms of brain function, stimulus is the most important.” — Dr. Tommy Wood “The most important thing somebody should do for their brain health is the thing that they will actually do and do it consistently.” — Dr. Tommy Wood “You don't get stronger in the gym — you get stronger when you recover. And the brain is exactly the same.” — Dr. Tommy Wood “One of the best ways to buffer stress and build our stress capacity is exercise.” — Dr. Tommy Wood “You don't know all the amazing things that can happen if you just go out into the world and you're nice to other people.” — Dr. Tommy Wood Hosted on Acast. See acast.com/privacy for more information.

Operating conditions for supply chains continue to shift faster than most organizations can plan for. Labor pressures, evolving customer expectations, geopolitical uncertainty, and increasingly complex global networks are forcing leaders to rethink how decisions get made and how teams stay aligned when certainty is no longer guaranteed.In this episode of Supply Chain Now, Scott Luton is joined by Mario Morhy, Vice President, Integrated Planning at Sam's Club, Mike Gomes, Vice President of Supply Chain North America at Perfetti Van Melle, and Rodrigo Alponti, Senior Vice President Global Supply Chain at STADA Group. Together, they reflect on how supply chain leadership has evolved over the past year, moving away from linear optimization toward adaptability, resilience, and closer collaboration with customers and partners.The panel also explores how AI is accelerating the pace of insight and action, enabling faster scenario planning, stronger visibility, and more empowered teams. Rather than replacing people, AI emerges as a decision-making copilot, freeing leaders to focus on risk, tradeoffs, and long-term value. The conversation closes with practical leadership takeaways on learning faster than competitors, asking better questions, and building cultures that can turn volatility into advantage.Jump into the conversation:(00:00) Intro(02:58) Mike Gomes shares supply chain leadership insights(04:16) Rodrigo Alponti's global supply chain perspective(06:20) Mario Morhy's role at Sam's Club(08:18) Supply chain challenges and innovations discussed(18:05) Customer centricity in the never normal(25:18) Current challenges in today's supply chain(30:12) Walmart's AI integration in supply chain(32:01) AI as a copilot for supply chain employees(38:07) Transforming volatility into competitive advantage(43:02) Key questions leaders should ask their teamsAdditional Links & Resources:Connect with Mario Morhy: https://www.linkedin.com/in/mariomorhy/Learn more about Sam's Club: https://www.samsclub.com/Connect with Mike Gomes: https://www.linkedin.com/in/mike-gomes-282228/Learn more about Perfetti Van Melle: https://www.perfettivanmelle.com/Connect with Rodrigo Alponti: https://www.linkedin.com/in/rodrigo-alponti-a9873/Learn more about STADA

Send us a textIn this episode of 'He Said, She Said', Guy Adami, Kristen Kelly & Jen Saarbach dive into the theme of unintended consequences. The discussion begins with Jerome Powell's saga and its implications on the Fed's independence and market reactions, highlighting potential political maneuvers and their backfires. Transitioning to monetary policy, they analyze the complexities of interest rate decisions and the perceptions of Fed control over the yield curve. Shifting to consumer finance, they debate the Biden administration's proposal to cap credit card rates and its potential repercussions on the economy. Corporate drama takes center stage with an in-depth analysis of the bidding war for Warner Brothers, involving Netflix, Paramount, and regulatory hurdles, likened to a real-life 'Succession'. They conclude by addressing headlines about Blackstone's housing market involvement and the impact on prices, underscoring the intricate web of economic policies and market behaviors. The episode wraps with discussions on gold and silver markets, oil prices, and the weakening US dollar, showcasing the multifaceted landscape of global finance.Timecodes00:00 - Jerome Powell and the Federal Reserve06:55 - Credit Card Rates13:10 - Media Mergers and Industry Drama21:00 - Real Estate MarketShop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

Do you have the Supply of the Holy Spirit? The chessboard is being reset in theMiddle East; Minnesota is out of control; and can Trump dismantle the NewWorld Order?New episodes are released every Monday. Subscribe so you don't miss an episode, and leave us a rating on your podcast platform of choice. For more info or to support Burning Bush Ministries, visit our website at burningbushministries.tv.Follow us on social media:x.com/edifypodcastFacebook.com/edifypodcast Product Spotlight:Dr. Rhonda's Ultimate Daily Detoxifier:https://doctorrhonda.myshopify.com/discount/BURNINGBUSH?redirect=%2Fproducts%2Fultimate-daily-detoxifierUse promo code Edify!Dr. Rhonda's Ultimate Immune Booster:https://doctorrhonda.myshopify.com/products/bpuibooster?_pos=2&_psq=ultim&_ss=e&_v=1.0Use promo code Edify!My Pillow:https://www.mypillow.com/?cq_src=google_ads&cq_cmp=6481386640&cq_term=my%20pillow&cq_med=&cq_plac=&cq_net=g&cq_plt=gp&gclid=CjwKCAjwue6hBhBVEiwA9YTx8D1g59gXEUjFegHoWVjHHx6V_dwQUAQpc2fT4fQqsK93A1s2W-XT-RoCeLsQAvD_BwEUse promo code B66

Fertilizer markets are set to remain firmly supported for the next several years, with no meaningful price relief on the horizon, says Keith Busch, CEO of ClearCost. Structural supply deficits, trade disruptions, and rising logistics costs continue to lock in a higher global price floor—and Canadian growers are feeling the effects. Busch says both nitrogen... Read More

Philip D Derber

ISS LAUNCHPAD ACCIDENT AND RUSSIA'S NUCLEAR ROLE IN CHINESE MOON BASE Colleague Anatoli Zak, Publisher of RussianSpaceWeb.com. A launchpad collapse has halted Russian cargo missions to the ISS, endangering the propellant supply required for critical orbit maintenance. Zak also details Russia's attempt to join China's lunar ambitions, with the Kurchatov Institute developing a nuclear reactor to provide electricity for a future Chinese moon base. NUMBER 142006

This week, we discuss the rise of AI tools like Claude Code, and their impact across the industry. We also cover Rain's growth, supply and demand dynamics in crypto, capital raising, and crypto and AI trends in 2026. Enjoy! – Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod – Timestamps(00:00) Introduction(02:15) Claude Code Changes the Game(13:00) Supply vs Demand and Where the Money Is(19:00) Rain's Moat and Crypto Cards(32:00) Investment Criteria and Founder Qualities(38:00) Audience Question on Market Structure(01:04:08) Word of the day and Nikita Bier's Beef with CT(01:08:30) Content of the Week —-- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Host Malcolm Harris kicks off a high-impact 2026 episode covering the freight, logistics, and supply chain issues everyone in the industry is feeling right now. Malcolm opens the show with the latest freight headlines — including Amazon last-mile closures, AI-driven DOT enforcement, major broker and carrier developments, and legal decisions that could reshape liability across the industry. Then, the show dives into two must-hear expert conversations:  Mark Becker, President, CEO, and Co-Founder of G10 Fulfillment, joins the show to break down the rapidly growing hazardous goods market. As one of the few Amazon-approved hazmat shippers in the U.S., Mark explains how lithium-ion batteries are transforming e-commerce, where brands often miss on compliance, how regulations are reshaping warehouse operations, and why cutting corners in hazmat shipping creates serious safety risks. Danny Ramon, Director of Intelligence at Overhaul, returns to WHAT THE TRUCK?!? to unpack what's really driving cargo theft in 2026. Danny covers strategic theft, fictitious pickups, physical security gaps, insider risk myths, and how overreliance on technology can create a false sense of security — plus what carriers, brokers, and shippers should audit right now to reduce exposure. This episode covers: Hazmat compliance and lithium battery growth Amazon and carrier enforcement pressure Cargo theft trends and fraud tactics Supply chain security fundamentals vs. tech What logistics leaders need to fix now If you work in freight, logistics, or supply chain security, this episode of WHAT THE TRUCK?!? is a must-watch. ⁠Watch on YouTube⁠ ⁠Subscribe to the WTT newsletter⁠ ⁠Apple Podcasts⁠ ⁠Spotify⁠ ⁠More FreightWaves Podcasts⁠ #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

Host Malcolm Harris kicks off a high-impact 2026 episode covering the freight, logistics, and supply chain issues everyone in the industry is feeling right now. Malcolm opens the show with the latest freight headlines — including Amazon last-mile closures, AI-driven DOT enforcement, major broker and carrier developments, and legal decisions that could reshape liability across the industry. Then, the show dives into two must-hear expert conversations:  Mark Becker, President, CEO, and Co-Founder of G10 Fulfillment, joins the show to break down the rapidly growing hazardous goods market. As one of the few Amazon-approved hazmat shippers in the U.S., Mark explains how lithium-ion batteries are transforming e-commerce, where brands often miss on compliance, how regulations are reshaping warehouse operations, and why cutting corners in hazmat shipping creates serious safety risks. Danny Ramon, Director of Intelligence at Overhaul, returns to WHAT THE TRUCK?!? to unpack what's really driving cargo theft in 2026. Danny covers strategic theft, fictitious pickups, physical security gaps, insider risk myths, and how overreliance on technology can create a false sense of security — plus what carriers, brokers, and shippers should audit right now to reduce exposure. This episode covers: Hazmat compliance and lithium battery growth Amazon and carrier enforcement pressure Cargo theft trends and fraud tactics Supply chain security fundamentals vs. tech What logistics leaders need to fix now If you work in freight, logistics, or supply chain security, this episode of WHAT THE TRUCK?!? is a must-watch. Watch on YouTube Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices

The 2026 NFL Draft class was supposed to be one of the best in recent memory for the quarterback position, but that narrative has changed dramatically throughout the season. When you look at free agent options at the quarterback position, there isn't a lot there either. Will the supply meet the demand this offseason? Join Andrew Wilbar for that, and more, on the latest Draft Dynasty Podcast. This podcast is a part of the Fans First Sports Network. Learn more about your ad choices. Visit megaphone.fm/adchoices

Economic Forecast and Industry Supply Demands Featuring Dr. Charlie Hall, Texas A&M University | Live Podcast conducted at the TNLA Lone Star Hort Forum Sponsored by Landmark Nurseries, Inc. In this live podcast, Dr. Charlie Hall shares an economic outlook for the green industry, examining market trends, consumer demand, and supply chain pressures. Learn what lies ahead for growers, landscapers, and retailers—and how businesses can plan for shifting costs, labor challenges, and changing demand in the months ahead. Questions: What does the current economic outlook mean for the green industry this year? How are supply chain and input costs expected to impact growers and landscapers? What demand trends should green industry businesses be watching most closely? What steps can companies take now to stay resilient in an uncertain economy?

Plunging Russian Oil Prices and the Impact of Global Sanctions. Guest: MICHAEL BERNSTAM. Russian oil prices are dropping significantly, with some major brands selling between $34 and $35 per barrel. Western sanctions and global supply gluts allow buyers like China and India to extract massive discounts. Future stability in Iran could further increase competition, driving Russian revenues and taxes even lower.1903 SANTA BARBARA

Pakistan's $1.5 Billion Arms Deal with Sudan and China's Strategic Influence. Guests: RICK FISHER and GORDON CHANG. Pakistan is nearing a deal to supply jets and drones to Sudan, likely funded by Saudi Arabia. China uses these transactions to establish alternative security structures in the Middle East. Experts suggest Chinaprefers ongoing conflict over peace to maximize profits and regional influence.1900 KARACHI

a16z cofounders Marc Andreessen and Ben Horowitz join a16z general partner Erik Torenberg and Not Boring founder Packy McCormick for a conversation on how the media and information ecosystem has changed over the past decade. The discussion breaks down the shift toward a more open and decentralized speech environment, the rise of writer- and creator-led platforms like Substack, and the erosion of centralized media gatekeepers. Marc and Ben also tie these dynamics to their investing worldview, outlining how supply-driven markets, major technological step changes, and reputation-driven venture platforms shape outcomes in the AI era.Timecodes: 00:00  Introduction00:46  How the media ecosystem is changing4:20  Why a16z invested in Substack6:28  Supply-driven markets and new content creation8:07  Why writers felt trapped by media companies10:09  Databricks and the 10x cloud multiplier13:58  Long-form podcasting proves demand15:40  What the new fund signals about the future16:24  AI as a universal problem solver18:49  Why market sizing is broken20:45  Go-to-market, policy, and platform power22:37  Turning inventors into confident CEOs25:58  Borrowing power to scale faster27:29  Building dreamers, not killing dreams30:46  Reputation as a core competitive advantage35:57  Taking arrows in public38:56  Avoiding big company failure modes40:39  Autonomous teams inside a16z41:54  Venture capital as the last job46:01  Why intangibles matter more than ever48:17  Original thinkers with charisma50:06  Why Zoomers are differentResources: https://www.notboring.co/p/a16z-the-power-brokershttps://www.a16z.news/p/firm-fundFollow Marc Andreessen on X: https://twitter.com/pmarcaFollow Ben Horowitz on X: https://twitter.com/bhorowitzFollow Erik Torenberg on X: https://twitter.com/eriktorenbergFollow Packy McCormick on X: https://twitter.com/packyM Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://twitter.com/eriktorenberg](https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.  Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We're kicking off the New Year for Equine Affaire with a little visit on the Western Side of things! Today, we're chatting with Zoe Woodland, a cutting horse & cow work trainer, and Jason Brooks, vice president of marketing for National Roper's Supply. Zoe will be presenting as part of Cowtown in Cooper, sponsored by Western Life Today, and NRS will be exhibiting with us in the Bricker Building! Horses in the Morning Episode 3863 - Show Notes & Links: Hosts: Allison Rehnborg and Glenn the GeekTitle Sponsor: Equine AffaireGuest: Zoe Woodland of Zoe Woodland Performance Horses | FacebookGuest: Jason Brooks of NRS | FacebookTo subscribe, search Horses in the Morning OR Equine Affaire in your favorite podcast player!Equine Affaire on FacebookHorses In The Morning on FacebookTIMESTAMPS:12:40 - Zoe Woodland27:28 - Jason Brooks

We're kicking off the New Year for Equine Affaire with a little visit on the Western Side of things! Today, we're chatting with Zoe Woodland, a cutting horse & cow work trainer, and Jason Brooks, vice president of marketing for National Roper's Supply. Zoe will be presenting as part of Cowtown in Cooper, sponsored by Western Life Today, and NRS will be exhibiting with us in the Bricker Building! Horses in the Morning Episode 3863 - Show Notes & Links: Hosts: Allison Rehnborg and Glenn the GeekTitle Sponsor: Equine AffaireGuest: Zoe Woodland of Zoe Woodland Performance Horses | FacebookGuest: Jason Brooks of NRS | FacebookTo subscribe, search Horses in the Morning OR Equine Affaire in your favorite podcast player!Equine Affaire on FacebookHorses In The Morning on FacebookTIMESTAMPS:12:40 - Zoe Woodland27:28 - Jason Brooks

Keith Neumeyer Was Right About $100 Silver, 'Rally Being Driven By Physical Supply Issues' Years ago, Keith Neumeyer started talking about how the silver price would be in triple digits one day. For a long time that seemed hard to believe for many, although right now at this very moment, silver in China, where the heart of the industrial demand lies, is currently trading over $100 per ounce. So it was the perfect time to have Keith join us on the show and talk about the stunning rally, what's really driving it, and what investors who are looking at the mining stocks would want to consider right now. So especially at this particular time in the silver market, you'll want to hear what Keith had to say, and click to watch the video now! - To find out more about the latest production number from First Majestic Silver in the 4th quarter go to: https://www.firstmajestic.com/investors/news-releases/first-majestic-reports-2025-production-and-2026-outlook-increases-dividend Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by First Majestic Silver, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-first-majestic-silver/Subscribe to Arcadia Economics on Soundwise

News and Updates: On3 disables X replies to prevent users from using Grok to bypass paywalls. The AI frequently extracted subscription-only recruiting intel, threatening the site's business model. Grok faces backlash for generating nonconsensual sexualized images, including deepfakes of minors and world leaders. xAI dismissed concerns as "media lies" despite documented safeguard failures. France proposes banning social media for under-15s and expanding phone bans to high schools by September 2026. President Macron aims to curb youth violence and mental health issues. Satya Nadella predicts 2026 as a pivotal AI year, urging a shift from "AI slop" debates toward substance. He emphasizes using AI as a "cognitive amplifier" for productivity. Instagram CEO Adam Mosseri advocates for "fingerprinting" real media at the camera level. He believes verifying authentic content is more practical than chasing increasingly realistic AI fakes. Meta pauses the global rollout of Ray-Ban Display glasses due to explosive U.S. demand. Supply shortages have pushed international waitlists into 2026 as production struggles to keep pace.

In early December of last year, two thefts took place in Taunton, Massachusetts, that involved two usually wonderful things: lobster and logistics.  The stolen property was valued at $400,000: approximately $250,000 worth of lobster and $150,000 in crabmeat. Both thefts took place at the same warehouse. The crimes were a massive hit to all of the businesses involved at one of the most critical times of the year. Unfortunately, this kind of fraud-based theft is all too common. Even more unfortunately, the opportunity to steal this property was created by security lapses in the supply chain. Significant effort went into tricking the warehouse to hand over the seafood, but it worked. In this episode of the Art of Supply podcast, Kelly Barner covers: The theft: who, what, where, and when How common this form of theft is, and the multi-agency law enforcement effort that is being mounted in response All of the forms of cost associated with 'fictitious pickups' Links: Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement

China's Military Technology and Export Capabilities in Conflict ZonesPREVIEW FOR LATER: GUEST JACK BURNHAM. Jack Burnham explores China's supply of air defense radars to Venezuela and its relationship with Iran. While these systems are tested in foreign conflicts, Burnham notes that Venezuelan military incompetence makes it difficult to accurately judge the true effectiveness of Chinese military hardware against Western equipment.1906

In this episode of Welcome to Cloudlandia, we explore how Miles Copeland, manager of The Police, turned Sting's unmarketable song "Desert Rose" into a 28-million-dollar advertising campaign without spending a dime. The story reveals a powerful principle most businesses miss—the difference between approaching companies at the purchasing department versus the receiving dock. Dan introduces his concept that successful entrepreneurs make two fundamental decisions: they're responsible for their own financial security, and they create value before expecting opportunity. This "receiving dock" mentality—showing up with completed value rather than asking for money upfront—changes everything about how business gets done. We also explore how AI is accelerating adaptation to change, using tariff policies as an unexpected example of how quickly markets and entire provinces can adjust when forced to. We discuss the future of pharmaceutical TV advertising, why Canada's interprovincial trade barriers fell in 60 days, and touch on everything from the benefits of mandatory service to Gavin Newsom's 2028 positioning. Throughout, Charlotte (my AI assistant) makes guest appearances, instantly answering our curiosities. SHOW HIGHLIGHTS How Miles Copeland got $28M in free advertising for Sting by giving Jaguar a music video instead of asking for payment. Why approaching the "receiving dock" with completed value beats going to the "purchasing department" with requests. Dan's two fundamental entrepreneur decisions: take responsibility for your financial security and create value before expecting opportunity. How AI is accelerating adaptation, from tariff responses to Canada eliminating interprovincial trade barriers in 60 days. Why pharmaceutical advertising might disappear from television in 3-4 years and what it means for the industry. Charlotte the AI making guest appearances as the ultimate conversation tiebreaker and Google bypass. Links: WelcomeToCloudlandia.com StrategicCoach.com DeanJackson.com ListingAgentLifestyle.com TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Dean Jackson: Mr. Sullivan, Dan Sullivan: Good morning. Good morning. Dean Jackson: Good morning. Good morning. Our best to you this morning. Boy, you haven't heard that in a long time, have you? Dan Sullivan: Yeah. What was that? Dean Jackson: KE double LO Double G, Kellogg's. Best to you. Dan Sullivan: There you go. Dean Jackson: Yes, Dan Sullivan: There you go. Dean Jackson: I thought you might enjoy that as Dan Sullivan: An admin, the advertise. I bet everybody who created that is dead. Dean Jackson: I think you're probably right. Dan Sullivan: Yeah. I was just noticing that. Jaguar, did you follow the Jaguar brand change? Dean Jackson: No. What happened just recently? Dan Sullivan: Yeah. Basically maybe 24. They decided to completely rebrand. Since the rebranding, they've sold almost no cars and they fired their marketing. That's problem. Problem. Yeah. You can look it up on YouTube. There's about 25 P mode autopsies. Dean Jackson: Wow. Dan Sullivan: Where Dean Jackson: People are talking mean must. It's true. Because they haven't, there's nothing. It's pretty amazing, actually, when you think about it. The only thing, the evidence that you have that Jaguar even exists is when you see the Waymo taxis in Phoenix. Dan Sullivan: Is that Jaguar? Dean Jackson: They're Jaguars. Yeah. Dan Sullivan: I didn't know that. Yeah. Well, yeah, they just decided that they needed an upgrade. They needed to bring it into the 21st century. Couldn't have any of that traditional British, that traditional British snobby sort of thing. So yeah, when they first, they brought out this, I can't even say it was a commercial, because it wasn't clear that they were selling anything, but they had all these androgynous figures. You couldn't quite tell what their gender was. And they're dressed up in sort of electric colors, electric greens and reds, and not entirely clear what they were doing. Not entirely clear what they were trying to create, not were they selling something, didn't really know this. But not only are they, and then they brought out a new electric car, an ev. This was all for the sake of reading out their, and people said, nothing new here. Nothing new here. Not particularly interesting. Has none of the no relationship to the classic Jaguar look and everything. And as a result of that, not only are they not selling the new EV car, they're not selling any of their other models either. Dean Jackson: I can't even remember the last time you saw it. Betsy Vaughn, who runs our 90 minute book team, she has one of those Jaguar SUV things like the Waymo one. She is the last one I've seen in the wild. But my memory of Jaguar has always, in the nineties and the early two thousands, Jaguar was always distinct. You could always tell something was a Jaguar and you could never tell what year it was. I mean, it was always unique and you could tell it wasn't the latest model because they look kind of distinctly timeless. And that was something that was really, and even the color palettes of them were different. I think about that green that they had. And interesting story about Jaguar, because I listened to a podcast called How I Built This, and they had one of my, I would say this is one of my top five podcasts ever that I've listened to is an interview with Miles Copeland, who was the manager of the police, the band. And in the seventies when the police were just getting started, miles, who was the brother of Stuart Copeland, the drummer for the police. He was their manager, and he was new to managing. He was new to the business. He only got in it because his brother was in the band, and they needed a manager. So he took over. But he was very, very smart about the things that he did. He mentioned that he realized on reflection that the number one job of a manager is to make sure that people know your band exists. And then he thought, well, that's true. But there are people, it's more important that the 400 event bookers in the UK know that my band exists. And he started a magazine that only was distributed to the 400 Bookers. It looked like a regular magazine, but he only distributed it to 400 people. And it was like the big, that awareness for them. But I'll tell you that story, just to tell you that in the early two thousands when Sting was a solo artist, and he had launched a new album, and the first song on the album was a song called Desert Rose, which started out with a Arabic. It was collaboration with an Arabic singer. So the song starts out with this Arabic voice singing Arabic, an Arabic cry sort of thing. And this was right in the fall of 2001. And Speaker 1: Yeah, that's a good, Dean Jackson: They could not get any airplay on radio airplay. You couldn't get American airplay of a song that starts out with an Arabic wailing Arabic language. And so they shot a video for this song with Chebe was the guy, the Che Mumbai, I guess is the singer. So they shot a video and they were just driving through the desert between Palm Springs and Las Vegas, and they used the brand new Jaguar that had just been released, and it was really like a stunning car. It was a beautiful car that was, I think, peak Jaguar. And when Miles saw the video, he said, that's a beautiful car. And they saw the whole video. He thought you guys just made a car commercial. And he went to Jaguar and said, Hey, we just shot this video, and it's a beautiful, highlights your car, and if you want to use it in advertising, I'll give you the video. If you can make the ad look like it's an ad for Sting's new album. I can't get airplay on it now. So Jaguar looked at it. He went to the ad agency that was running Jaguar, and they loved it, loved the idea, and they came back to Miles and said, we'd love it. Here's what we edited. Here's what we did. And it looks like a music video. But kids, when was basically kids dream of being rock stars, and what do rock stars dream of? And they dream of Jaguars, right? And it was this, all the while playing this song, which looked like a music video with the thing in the corner saying from the new album, A Brand New Day by Sting. And so it looked like a music video for Sting, and they showed him an ad schedule that they were going to purchase 28 million of advertising with this. They were going to back it with a 28 million ad spend. And so he got 28 million of advertising for Stings album for free by giving them the video. And I thought, man, that is so, it was brilliant. Lucky, lucky. It was a VCR. Yeah. Lucky, Dan Sullivan: Lucky, lucky. Dean Jackson: It was a VCR collaboration. Perfectly executed. Dan Sullivan: Yeah. Yeah. It just shows that looking backwards capability, what I can say something that was just lucky looks like capability. Dean Jackson: Yeah, the whole, Dan Sullivan: I mean, basically it saved their ass. Dean Jackson: It saved Sting and Yeah. Oh yeah. But I think when you look in the, Dan Sullivan: No, it was just lucky. It was just lucky. I mean, if there hadn't been nine 11, there's no saying. There's no saying it would've gone anywhere. Dean Jackson: Right, exactly. Dan Sullivan: Well, the album would've gone, I mean, stain was famous. Speaker 1: It would've Dan Sullivan: Gone, but they probably, no, it's just a really, really good example of being really quick on your feet when something, Dean Jackson: I think, because there's other examples of things that he did that would lead me to believe it was more strategic than luck. He went to the record label, and the record label said, he said he was going to give the video to Jaguar, and they said, you're supposed to get money for licensing these things. And then he showed them the ad table that the media buy that they were willing to put behind it. And he said, oh, well, if you can match, you give me 28 million of promotion for the album, I'll go back and get some money from them for. And the label guy said, oh, well, let's not be too hasty here. But that, I think really looking at that shows treating your assets as collaboration currency rather than treating that you have to get a purchase order for it. Most people would think, oh, we need to get paid for that. The record label guy was thinking, but he said, no, we've got the video. We already shot it. It didn't cost us, wouldn't cost us anything to give it to them. But the value of the 28 million of promotion, It was a win-win for everyone. And by the way, that's how he got the record deal for the police. He went to a and m and said, he made the album first. He met a guy, a dentist, who had a studio in the back of his dental. He was aspiring musician, but he rented the studio for 4,000 pounds for a month, and he sent the police into the studio to make their album. So they had a finished album that he took to a and m and said, completely de-risk this for them. We've got the album. I'll give you the album and we'll just take the highest royalty that a and m pays. So the only decision that a and m had to make was do they like the album? Otherwise, typically they would say, we need you to sign these guys. And then they would have to put up the money to make the album and hope that they make a good album. But it was already done, so there was no risk. They just had to release it. And they ended up, because of that, making the most money of any of the a and m artists, because they didn't take an advance. They didn't put any risk on a and m. It was pretty amazing actually, the stories of it. Dan Sullivan: I always say that really successful entrepreneurs make two fundamental decisions at the beginning of their career. One is they're going to be responsible for their own financial security, number one. And number two is that they'll create value before they expect opportunity. So this is decision number two. They created value, and now the opportunity got created by the value that they got created. You're putting someone else in a position that the only risk they're taking is saying no. Dean Jackson: Yeah. And you know what it's, I've been calling this receiving doc thinking of most businesses are going to the purchasing department trying to get in line and convince somebody to write a purchase order for a future delivery of a good or service. And they're met with resistance and they're met with a rigorous evaluation process. And we've got to decide and be convinced that this is going to be a prudent thing to do, and you're limiting yourself to only getting the money that's available now. Whereas if instead of going to the purchasing department, you go around to the back and you approach a company at the receiving dock, you're met with open arms. Every company is a hundred percent enthusiastically willing to accept new money coming into the business, and you're met with no resistance. And it's kind of, that was a really interesting example of that. And you see those examples everywhere. Dan Sullivan: All cheese. Dean Jackson: All cheese. No, whiskers. That's exactly right. Dan Sullivan: Yeah. I mean, it's an interesting, funny, I'm kind of thinking about this. For some reason, my personal email number is entered into some sort of marketing network because about every day now, I get somebody who the message goes like this, dear Dan, we've been noticing your social media, and we feel that you're underselling yourself, that there's much better ways that we personally could do this. And there's something different in each one of them. But if you take a risk on us, there's a possibility. There's a possibility. You never know. Life's that we can possibly make some more money on you and all by you taking the risk. Dean Jackson: Yes, exactly. Send money. Dan Sullivan: Send money. Dean Jackson: Yeah. Dan Sullivan: Yeah. And they're quite long. They're like two or three paragraphs. They're not nine words. They might be nine paragraph emails for all I know, but it's really, really interesting. Well, they're just playing a numbers game. They're sending this out to probably 5,000 different places, and somebody might respond. So anyway, but it just shows you, you're asking someone to take a risk. Dean Jackson: Yes. Yeah. I call that a purchase order. It's exactly it. You can commit to something before and hope for the best hope that the delivery will arrive instead of just showing up with the delivery. It's kind of similar in your always be the buyer approach. Dan Sullivan: What are you seeing there? Whatcha seeing Dean Jackson: There? I mean, that kind of thinking you are looking for, well, that's my interpretation anyway, of what you're saying of always be the buyer is that are selecting from Dan Sullivan: Certain type of customer, we're looking for a certain type of customer, and then we're describing the customer, and it's based on our understanding that a certain type of customer is looking for a certain type of process that meets who they're not only that, but puts them in a community of people like themselves. Yeah. So Dean Jackson: I look at that, that's that kind of thing where one of the questions that I'll often ask people is just to get clarity is what would you do if you only got paid if your client gets the result? And that's, it's clarifying on a couple of levels. One, it clarifies what result you're actually capable of getting, because what do you have certainty, proof, and a protocol around if we're talking the vision terms. And the other part of that is if you are going to get that result, if you're only going to get paid, if they get the result, you are much more selective in who you select to engage with, rather than just like anybody that you can convince to give you the money, knowing that they're not going to be the best candidate anyway. But they take this, there's an element of external blame shifting when they don't get the result by saying, well, everything is there. It's up to them. They just didn't do anything with it. Dan Sullivan: Yeah. I mean, it's a really interesting world that we're in, because we've talked about this before with ai. Now on the scene, the sheer amount of marketing attempts at marketing Speaker 1: Is Dan Sullivan: Going through the roof, but the amount of attention that people have to entertain marketing suggestions and anything is probably going down very, very quickly. The amount of attention that they have. And it strikes me that, and then it's really interesting. There's a real high possibility that in the United States, probably within the next three or four years, there'll be no more TV advertising. The pharmaceuticals. Dean Jackson: Yeah. Very interesting. Dan Sullivan: Pharmaceuticals and the advertising industry is going crazy because a significant amount of advertising dollars really come from pharmaceuticals. Dean Jackson: Yeah. I wonder if you took out pharmaceuticals and beer, what the impact would be. Dan Sullivan: I bet pharmaceuticals is bigger than beer. Dean Jackson: I wonder. Yeah. I mean, that sounds like a job for perplexity. Yeah. Why don't we Dean Jackson: Ask what categories? Yeah, categories are the top advertising spenders. Our top advertising spenders. Dan Sullivan: Well, I think food would be one Dean Jackson: Restaurant, Dan Sullivan: But I think pharmaceuticals, but I think pharmaceuticals would be a big one. Dean Jackson: Number one is retail. The leading category, counting for the highest proportion of ad spend, 15% of total ad spend is retail entertainment. And media is number two with 12% financial services, typically among the top three with 11% pharmaceutical and healthcare holds a significant share around 10%. Automotive motor vehicles is a major one. Telecommunications one of the fastest growing sectors, food and beverage and health and beauty. Those are the top. Yeah, that makes sense. Dan Sullivan: Yeah. But you take, what was pharmaceuticals? Eight, 9%, something like that. 10%. 10%. 10%, 10%. Yeah. Well, that's a hit. Dean Jackson: I mean, it's more of a hit than Canada taking away their US liquor by That was a 1% impact. Dan Sullivan: Yeah. Dean Jackson: Yeah. Dan Sullivan: Well, that's not going anywhere right now. They're a long, long way from an agreement, a trade agreement, I'll tell you. Yeah. Well, the big thing, what supply management is, do you remember your Canadians Dean Jackson: Supply management? You mean like inventory management? First in, first out, last in, first out, Dan Sullivan: No. Supply management is paying farmers to only produce a certain amount of product in order to Dean Jackson: Keep prices up. Oh, the subsidies. Dan Sullivan: Subsidies. And that's apparently the big sticking point. And it's 10,000 farmers, and they're almost all in Ontario and Quebec, Dean Jackson: The dairy board and all that. Yeah. Dan Sullivan: Yep, yep, yep, yep. And apparently that's the real sticking point. Dean Jackson: Yeah. I had a friend grown up whose parents owned a dairy farm, and they had 200 acres, and I forget how many, many cattle or how many cows they had, but that was all under contract, I guess, right. To the dairy board. It's not free market or whatever. They're supplying milk to the dairy board, I guess, under an allocation agreement. Yeah, very. That's interesting. Dan Sullivan: Yeah, and it's guaranteed they have guaranteed prices too. Dean Jackson: They're Dan Sullivan: Guaranteed a certain amount. I was looking at that for some reason. There was an article, and I was just reading it. It was about a dairy farm, I think it was a US dairy farm, and they had 5,000 cattle. So I looked up, how much acreage do you have to have for 5,000 dairy cows? And I forget what the number was, but it prompted me to say, I wonder what the biggest dairy farm in the world is this. So I went retro. I went to Google, and it's what now? Google. You know that? Google that? You remember Google? Oh, yeah, yeah. Old, good old Google. I remember that. Used to do something called a search on Google. Yeah, Dean Jackson: I remember now. Dan Sullivan: Yeah. Well, I went retro. I went retro, and I said, and the biggest dairy farm is in China. It's 25 million acres. Dean Jackson: Wow. In context, how does that compare to, Dan Sullivan: It's a state of South Dakota. It's as big as Dean Jackson: South Dakota. Okay. That's what I was going to say. That's the entire state of Dan Sullivan: Yes, because I said, is there a state that's about the same size? Dean Jackson: I was just about to ask you that. Yeah. Dan Sullivan: It's a Russian Chinese project, and the reason is that when the Ukraine war started, there was a real cutback in what the Russians could trade and getting milk in. They had to get milk in from somewhere else. So it comes in from China, but a lot of it must be wasted because they've got a hundred thousand dairy cows, a hundred thousand dairy cows. So I'm trying to Dean Jackson: Put that, well, that seems like a lot. Dan Sullivan: It just seems like a lot. Just seems like Dean Jackson: A lot. That seems like a lot of acreage per cow. Dan Sullivan: Yeah. Well, they, one child policy, they probably have a one acre, a one 10 acre per cow Dean Jackson: Policy. Yeah, exactly. Dan Sullivan: You can just eat grass, don't do anything else. Just eat grass. Don't even move. But really interested, really, really interesting today, how things move. One of the things that's really interesting is that so far, the tariff policies have not had much. They have, first of all, the stock market is at peak right now. The stock market really peak, so it hasn't discouraged the stock market, which means that it hasn't disturbed the companies that people are investing in. The other thing is that inflation has actually gone down since they did that. Employment has gone up. So I did a search on perplexity, and I said 10 reasons why the experts who predicted disaster are being proven wrong with regard to the tariff policies. And it was very interesting. It gave me 10 answers, and all the 10 answers were that people have been at all levels. People have been incredibly more responsive and ingenious in responding to this. And my feeling is that it has a lot to do with it, especially with ai. That's something that was always seen as a negative because people could only respond to it very slowly, is now not as a negative, simply because the responsiveness is much higher. That in a certain sense, every country in the planet, on the planet, every company, on the planet, professions and everything else, when you have a change like this, everybody adjusts real quickly. They have a plan B, Dean Jackson: Plan B, anyone finds loop Pauls and plan B. That's the thing. Dan Sullivan: Since Trump dropped the notion that he is going to do tariffs on Canada, almost all the provinces have gotten together in Canada, and they've eliminated almost all trade restrictions between the provinces, which have been there since the beginning of the country, but they were gone within 60 Dean Jackson: Days Dan Sullivan: Afterwards. Dean Jackson: It was like, Hey, there, okay, maybe we should trade with each other. Dan Sullivan: Yeah, yeah. Dean Jackson: Very funny. Dan Sullivan: Which they don't because every province in Canada trades more with the United States than with the states close to them across the border than they do with any other Canadian province. Anyway. Well, the word is spreading, Dean, that if you listen to welcome to Cloud Landia, that probably there'll be an AI partner. There'll be an ai. Dean Jackson: Oh, yeah. Word is spreading. Okay, that's good. Dan Sullivan: Yeah, I like that. So let's what Charlotte think about the fact that she might be riding on the back of two humans and her fame is spreading based on the work of two humans. Dean Jackson: Yeah, exactly. Yeah, that's funny. Dan Sullivan: Does she feel a little sheepish about this? Dean Jackson: It's so funny because I think last time I asked her what she was doing when we're not there, and she does like, oh, I don't go off and explore or have curiosity or anything like that. It'll just sit here. I'm waiting for you. It was funny, Stuart, and I was here, Stuart Bell, who runs my new information, we were talking about just the visual personifying her as just silently sitting there waiting for you to ask her something or to get involved. She's never let us down. I mean, it's just so she knows all, she's a tiebreaker in any conversation, in any curiosity that you have, or there's no need to say, I wonder, and then leave it open-ended. We can just bring Charlotte into it, and it's amazing how much she knows. I definitely use her as a Google bypass for sure. I just say I asked, we were sitting at Honeycomb this morning, which is my favorite, my go-to place for breakfast and coffee, and I was saying surrounded by as many lakes as we are, there should be, the environment would be, it's on kind of a main road, so it's got a little bit noisy, and it's not as ideal as being on a lake. And it reminded me of there's a country club active adult community, and I just asked her, is Lake Ashton, are they open for breakfast? Their clubhouse is right on the lake, and she's looking just instantly looks up. Yeah. Yeah. They're open every day, but they don't open until 10, so it was like nine o'clock when we were Having this conversation. So she's saying there's a little bit of a comment about that, but there's not a lakefront cafe. There's plenty of places that would be, there's lots of excess capacity availability in a lot of places that are only open in the evenings there. There's a wonderful micro brewery called Grove Roots, which is right here in Winterhaven. It's an amazing, it's a great environment, beautiful high ceilings building that they open as a microbrew pub, and they have a rotating cast of food trucks that come there in the evenings, but they sit there vacant in the mornings, and I just think about how great that environment would be as a morning place, because it's quiet, it's spacious, it's shaded, it's all the things you would look for. And so I look at that as a capability asset that they have that's underutilized, and it wouldn't be much to partner with a coffee food truck. There was in Yorkville, right beside the Hazelton in the entrance, what used to be the entrance down into the What's now called Yorkville Village used to be Hazelton Lanes. There was a coffee truck called Jacked Up Coffee, and it was this inside. Now Dan Sullivan: It's Dean Jackson: Inside. Now it's inside. Yeah, exactly. It's inside now, but it used to sit in the breezeway on the entrance down into the Hazelton Lane. So imagine if you could get one of those trucks and just put that in the Grove Roots environment. So in the morning you've got this beautiful cafe environment, Dan Sullivan: And they could have breakfast sandwiches. Dean Jackson: Yes. That's the point. That's exactly it. There used to be a cafe in Winterhaven, pre COVID. Dan Sullivan: I mean, just stop by Starbucks and see what Starbucks has and just have that available. Exactly. In the truck. I mean, they do lots of research for you, so just take advantage of their research. But then what would you have picnic tables or something like that? They Dean Jackson: Have already. No, no. This is what I'm saying is that you'd use the Grove Roots Dan Sullivan: Existing restaurant, Dean Jackson: The existing restaurant. Yeah. Which is, they've got Adirondack chairs, they've got those kinds of chairs. They've got picnic tables, they've got regular tables and chairs inside. They've got Speaker 1: Comfy Dean Jackson: Leather sofas. They've got a whole bunch of different environments. That would be perfect. But I was saying pre COVID, there was a place in Winter Haven called Bean and Grape, and it was a cafe in the morning and a wine bar in the evening, which I thought makes the most sense of anything. You keep the cafe open and then four o'clock in the afternoon, switch it over, and it's a wine bar for a happy hour and the evening. Dan Sullivan: Yeah, I mean, it's interesting. I mean, you've got a marketing mind, plus you've got years of experience of marketing, helping people market different things. So it's really interesting that what is obvious to you other people would never think of. Dean Jackson: I'm beginning to see that. Right. That's really an interesting thing. What I have. Dan Sullivan: I mean, it's like I was reflecting on that because I've been coaching entrepreneurs for 50 years, and I've created lots of structures and created lots of tools for them. And so when you think about, I read a statistic and its function of, I think that higher education is not quite syncing with the marketplace, but in December of last year, there was that 45% of the graduates of the MBA, Harvard MBA school had not gotten jobs. This was six months later. They hadn't gotten jobs, 45% hadn't gotten jobs. And I said, well, what's surprising was these 45% hadn't already created a company while they were at Harvard Business School, and what are they looking for jobs for? Anyway, they be creating their own companies. But my sense is that what they've been doing is that they've been going to college to avoid having to go into the job market, and so they don't even know how to get, not only do they know how to create a company, they don't even know how to get a job. Dean Jackson: Yeah. There's a new school concept, like a high school in, I think it's in Austin, Texas that is, I think it's called Epic, and they are teaching kids how they do all the academic work in about two hours a day, and then the rest of the time is working on projects and creating businesses, like being entrepreneurial. And I thought it's very interesting teaching people, if people could leave high school equipped with a way to add value in a way that they're not looking to plug their umbilical cord in someone else, be an amazing thing of just giving, because you think about it, high school kids can add value. You have value to contribute. You have even at that level, and they can learn their value contribution. Dan Sullivan: I think probably the mindset for that is already there at 10 years old, I think 10 years old, that an enterprise, Dean Jackson: Well, that's when the lemonade stands, right? Dan Sullivan: Yeah. An enterprise, an enterprising attitude is probably already there at 10 years old, and it'd be interesting to test for, I mean, I think Gino Wickman from EOS, when he was grad EOS, he created a test to see whether children have an entrepreneurial mindset or not, but I got to believe that you could test for that, that you could test for that. Just the attitude of creating value before I get any opportunity. I think you could build a psychological justice Speaker 1: Around Dan Sullivan: That and that you could be feeding that. I mean, we have the Edge program in Strategic Coach. It's 18 to 24 and unique ability and the four or five concepts that you can get across in the one day period, but it makes sense. Our clients tell us that it makes a big difference. A lot of 'em, they're 18 and they're off to college or something like that, Speaker 1: And Dan Sullivan: To have that one day of edge mind adjustment mindset adjustment makes a big difference how they go through university and do that, Jim, but Leora Weinstein said that in Israel, they have all sorts of tests when you're about 10, 12, 13 years old, that indicates that this is a future jet pilot. This is a future member of the intelligence community. They've already got 'em spotted early. They got 'em spotted 13, 14 years old, because they have to go into the military anyway. They have everybody at the 18 has to go in the military. So they start the screening really early to see who are the really above average talent, above average mindset. Dean Jackson: Yeah. The interesting, I mean, I've heard of that, of doing not even just military, but service of public service or whatever being as a mandatory thing. Dan Sullivan: Yeah. Well, I went through it. Dean Jackson: Yeah, you did. Exactly. Dan Sullivan: Yeah. Yeah. And it's hard to say because it was tumultuous times, but I know that when I came out of the military, I was 23 when I came out 21, 21 to 23, that when I got to college at 23, 23 to 27, you're able to just focus. You didn't have to pay any attention to anything going outside where everybody was up in arms about the war. They were up in arms about this, or they're up in arms about being drafted and everything else, and just having that. But the other thing is that you had spent two years putting up with something that you hadn't chosen, hadn't chosen, but you had two years to do it. And I think there's some very beneficial mindsets and some very beneficial habits that comes from doing that, Dean Jackson: Being constraints, being where you can focus on something. Yeah. That's interesting. Having those things taken away. Dan Sullivan: And it's kind of interesting because you talk every once in a while in Toronto, I've met a person maybe in 50 years I've met, and these were all draft dodgers. These were Americans who moved to Canada, really to the draft, and I would say that their life got suspended when they made that decision that they haven't been able to move beyond it emotionally and psychologically Dean Jackson: Wild and just push the path, Dan Sullivan: And they want to talk about it. They really want to talk about it. I said, this happened. I'm talking to someone, and they're really emotionally involved in what they're talking about Dean Jackson: 55 years ago now. Dan Sullivan: Yeah, it's 55 years ago that this happened, and they're up in arms. They're still up in arms about it and angry and everything else. And I said, it tells me something that if I ever do something controversial, spend some time getting over the emotion that you went through and get on with life, win a lottery, Dean Jackson: That's a factor change. I think all you think about those things, Dan Sullivan: But the real thing of how your life can be suspended over something that you haven't worked through the learning yet. There's a big learning there, and the big thing is that Carter, when he was president, late seventies, he declared amnesty for everybody who was a draft dodge so they could go back to the United States. I mean, there was no problem. They went right to the Supreme Court. They didn't lose their citizenship. Actually, there's only one thing that you can lose your, if you're native born, like you're native born American, you're born American with American Speaker 1: Parents, Dan Sullivan: You're a 100% legitimate American. There's only one crime that you can do to lose your citizenship. Dean Jackson: What's that? Dan Sullivan: Treason. Dean Jackson: Treason. Yeah, treason. I was just going to say Dan Sullivan: That. Yeah. If you don't get killed, it's a capital crime. And actually that's coming up right now because of the discovery that the Obama administration with the CIA and with the FBI acted under false information for two years trying to undermine Trump when he got in president from 17 to 19, and it comes under the treason. Comes under the treason laws, and so Obama would be, he's under criminal investigation right now for treason. Dean Jackson: Oh, wow. Dan Sullivan: And they were saying, can you do that to a president, to his former president? And so the conversation has moved around. Well, wouldn't necessarily put him in prison, but you could take away his citizenship anyway. I mean, this is hypothetical. My sense is won't cut that far, but the people around him, like the CIA director and the FBI director, I can see them in prison. They could be in prison. Wow. Yeah, and there's no statutes of limitation on this. Dean Jackson: I've noticed that Gavin Newsom seems to have gotten a publicist in the last 30 or 60 days. Dan Sullivan: Yes, he is. Dean Jackson: I've seen Dan Sullivan: More. He's getting ready for 28. Dean Jackson: I've seen more Gavin Newsom in the last 30 days than I've seen ever of him, and he's very carefully positioning himself. As I said to somebody, it's almost like he's trying to carve out a third party position while still being on the democratic side. He's trying to distance himself from the wokeness, like the hatred for the rich kind of thing, while still staying aligned with the LGBT, that whole world, Speaker 1: Which Dean Jackson: I didn't realize he was the guy that authorized the first same sex marriage in San Francisco when he was the mayor of San Francisco. I thought that was it. So he's very carefully telling all the stories that position, his bonafides kind of thing, and talking about, I didn't realize that he was an entrepreneur, para restaurants and vineyards. Dan Sullivan: I think it's all positive for him except for the fact of what happened in California while it was governor. Dean Jackson: And so he's even repositioning that. I think everybody's saying that what happened, but he was looking, he's positioning that California is one of the few net positive states to the federal government, Dan Sullivan: But not a single voter in the United States That, Dean Jackson: Right. Very interesting. That's why he's telling the story. Dan Sullivan: Yeah Dean Jackson: Fair. They contribute, I think, I don't know the numbers, but 8 billion a year to the federal government, and Texas is, as the other example, is a net drain on the United States that they're a net taker from the federal government. And so it's really very, it's interesting. He's very carefully positioning all the things, really. He's speaking a thing of, because they're asking him the podcasts that he is going on, they're kind of asking him how the Democrats have failed kind of thing. And that's what, yeah, Dan Sullivan: They're at their lowest in almost history right now. Yeah. Well, he can try. I mean, every American's got the right to try, but my sense is that the tide has totally gone against the Democrats. It doesn't matter what kind of Democrat you want to position yourself at. I mean, you'll be able to get a feel for that with the midterm elections next November. Dean Jackson: Yeah. That's Dan Sullivan: Not this November. This November, but no, I think he could very definitely win the nomination. There's no question the nomination, but I think this isn't just a lot of people misinterpret maga. MAGA is the equivalent to the beginning of the country. In other words, the putting together the Constitution and the revolution and the Constitution and starting new governor, that was a movement, a huge movement. That was a movement that created it. And then the abolition movement, which put the end to slavery with the Civil War. That was the second movement. And then the labor movement, the fact that labor, there was a whole labor movement that Franklin Roosevelt took and turned it into what was called the New Deal in the 1930s. That was the movement. So you've had these three movements. I think Trump represents the next movement, and it's the complete rebellion of the part of the country that isn't highly educated against Gavin. Newsom represents the wealthy, ultra educated part of the country. I mean, he's the Getty. He's the Getty man. He's got the billions of dollars of the Getty family behind him. He was Nancy, Nancy Pelosi's nephew. He represents total establishment, democratic establishment, and I don't think he can get away from that. Dean Jackson: Interesting. Yeah, it's interesting to watch him try. I literally, I know more about him now than I've ever heard, and he's articulate and seems to be likable, so we'll see. But you're coming from this perception of, well, look what he did to California. And he's kind of dismantling that by saying, if only we could do to California, due to the country, what I've done to California. Well, Dan Sullivan: He didn't do anything for California. I mean, California 30 years ago was in incredibly better shape than California's right now. Yeah. The big problem was the bureaucrats run California. These are people who were left wing during the 1960s, 1970s, and they were the anti-war. I mean, it all started in California, the anti-war project, and these people graduated from college. First of all, they stayed in college as long as they could, and then they went into the government bureaucracy. So I mean, there's lifeguards in Los Angeles that make 500,000 a year. Dean Jackson: It's crazy, isn't it? Dan Sullivan: Yeah, yeah, yeah. It's the extraordinary money that goes to the public service in California that's destroyed the state. But I mean, anybody can try. Speaker 1: Yeah. Dan Sullivan: I remember after the Democratic Convention, Kamala was up by 10 points over Trump. Yes. Yeah, she's from San Francisco too. Dean Jackson: Yes, exactly. That's what he was saying, their history. Dan Sullivan: No, you're just seeing that because he started in South Carolina, that's where all his, because that's now the first state that counts on the nomination, but he's after the nomination right now. He's trying to position for the nomination. Anyway, we'll see. Go for it. Well, there you Speaker 1: Go. Dan Sullivan: And Elon Musk, he wants to start a new party. He can go for it too. Dean Jackson: Somebody. That's exactly right. Dan Sullivan: Yeah. Then there's other people. Dean Jackson: That's true. Dan Sullivan: Alrighty, got to jump. Dean Jackson: Okay. Have a great week

Promotions aren't just about performance; they're about positioning. We explore how the simple logic of supply and demand explains why so many high-performing Black introverted women feel overlooked, underpaid, and stuck in middle management. When your time and talent are always available, you look abundant—and abundance lowers perceived value..You want to position yourself as the opposite , high demand/low supply - to command the senior leader role and compensation you desire.This episode includes five practical shifts to help you become the person your company can't afford to lose.If you want help repositioning yourself and landing your executive promotion before summertime, join us for From Invisible To In-Demand: How Black Introvert Women Get Executive Promotions in 5 Months. 

This is episode two, recorded at Eco Nomic Futures in San Francisco. Not a conference exactly—more a meeting point. Where conversations crossed paths around food, land, economics, and what happens when systems lose their connection to life. Tate Chamberlin is joined by Jacob Huhn and Warinkwi Flores. This episode is called BioCulture. It's about systems—the ones we live inside now, and the ones that came before them. Indigenous economies were relational, not extractive. Land, food, and water weren't commodities. They were responsibilities. Those systems didn't fail. They were interrupted. From there, the conversation moves into the present. Food as product. Life as data. Supply chains so long and familiar, they disappear. Corn becomes a way to see how meaning gets stripped as things move farther from their origins. We talk about data, the rights of nature, and economies embedded within life—not separate from it. A reminder that the future isn't something we have to invent. It's something we already know how to return to. Stay with us.

Nintendo president Shuntaro Furukawa rarely speaks outside of investor briefings, but a new interview offers a rare look at how Nintendo is thinking about its future. Today, we break down Furukawa's comments on Switch 2 supply, pricing concerns, software plans beyond 2026, and Nintendo's long term strategy for games, movies, and brand expansion. From accessibility and developer freedom to Mario, Zelda, and even the idea of anime, this episode gives us one of the clearest pictures yet of where Nintendo is headed next.For ad-free episodes, subscribe here. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://anchor.fm/nintendo-power-cast/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with meMy Nintendo Switch Recommendations: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://n64josh.com/amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Discord: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://n64josh.com/discord⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitch: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitch.com/n64josh⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Tiktok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://tiktok.com/n64josh⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/n64josh⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Supply chains around the world are navigating relentless disruption, rising expectations for speed and resilience, and rapid advances in AI-driven decision-making. Leaders are under pressure to move beyond experimentation and deliver measurable value faster than ever.In this episode of Supply Chain Now, host Scott Luton sits down with two industry leaders: Philip Vervloesem, Chief Commercial & Markets Officer at OMP, and Scott Barnard, Managing Director at Bluecrux, live from the Gartner Supply Chain Planning Summit in Denver. Drawing on their work across global enterprises, both guests discuss how organizations translate advanced planning concepts into real-world results.The interviews with Philip and Scott explore the evolution toward autonomous, data-driven planning, the importance of self-funding ROI models, and why successful transformation depends on blending human expertise with machine intelligence. From OMP's Unison platform and rapid value delivery approach to Bluecrux's AI-powered analytics and decision intelligence capabilities, the conversation highlights how supply chain leaders can move from surface-level automation to profound, scalable impact.Jump into the conversation:(00:00) Intro(00:19) Gartner Supply Chain Planning Summit overview(01:15) Interview with Philip Vervloesem from OMP(02:05) OMP's approach to supply chain optimization(03:52) Challenges and innovations in supply chain(08:09) Interview with Scott Barnard from Bluecrux(09:03) Bluecrux's Solutions and Innovations(11:08) AI and supply chain balance(13:33) Upcoming eventsAdditional Links & Resources:Connect with Philip Vervloesem: https://www.linkedin.com/in/philipvervloesemConnect with Scott Barnard: https://www.linkedin.com/in/scott-barnard-a350814/Learn more about OMP: https://www.omp.comLearn more about Bluecrux: https://www.bluecrux.comLearn more about our hosts: https://supplychainnow.com/aboutLearn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkThis episode was hosted by Scott Luton and produced by Trisha Cordes, Joshua...

Wedbush's Mathew Bryson sees high demand and low supply offering a long runway for memory chip companies like Micron (MU) and SanDisk (SNDK). Even after both companies experienced massive rallies, he sees the price as justified so long as earnings accelerate. Morningstar's William Kerwin doesn't agree, with his firm having a sell rating on both memory chip stocks. While he agrees on AI infrastructure buildout serving as a leg for a bullish thesis, an elongated timeline for it all to come online will hinder earnings momentum. ======== 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

In this live podcast, Dr. Charlie Hall shares an economic outlook for the green industry, examining market trends, consumer demand, and supply chain pressures. Learn what lies ahead for growers, landscapers, and retailers—and how businesses can plan for shifting costs, labor challenges, and changing demand in the months ahead.

Watch the FULL podcast here: https://youtu.be/QeNdkCVYquUCan nutrition and supplements meaningfully lower dementia risk or mainly boost day-to-day focus? They matter within a broader Three S model that links stimulus, supply, and support for brain adaptation. This clip explores why cognitive challenge is the primary stimulus, how supply depends on blood flow, oxygen, and fuel, and how support includes sleep and less chronic stress. We discuss omega-3s, B vitamins, choline, vitamin D, magnesium, zinc, iron, and hydration, the heart-brain connection, and vascular dementia overlap, plus associations showing compounded risk from low D, poor omega-3 and B status, anemia, and homocysteine. ***This episode is sponsored by: NOWATCH: Health tracking reimaginedKnow your body, trust yourself.15% off with code LWBW15 at nowatch.com***The Great British Veg OutHow to support your gut, energy, and hormones by eating more — not less.

John Chang delivers a solo episode breaking down why housing affordability is being widely misunderstood and why institutional investors are not the real problem. He explains how demographic pressure from millennials, elevated mortgage rates, and years of underbuilding have frozen housing inventory and limited entry-level supply. John digs into job growth versus apartment completions across major U.S. metros, showing why rent growth has slowed in some high-growth markets while others remain better positioned heading into 2026. He closes by framing economic uncertainty as both a challenge and an opportunity for long-term real estate investors willing to act with discipline. Visit ⁠www.tribevestisc.com⁠ for more info. Visit bestevercrypto.com today to get started and earn up to $2,500 in bonus crypto. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER  Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Season 5, Episode 1: We're officially launching Season 5 of the No Cap Podcast...and we're starting strong. This week, Jack and Alex sit down with Colin Apple, Co-Chief Investment Officer for Bridge Investment Group's multifamily platform, one of the largest apartment owners in the country. Bridge was recently acquired by Apollo Global Management, giving the platform expanded access to institutional capital while continuing to operate as a standalone real estate business within Apollo. Colin breaks down how Bridge evaluates dislocation, why capital is behaving the way it is, where they're still finding opportunity, and what separates durable operators from those getting washed out. If you want a clear read on how one of the most active institutional investors is navigating this cycle, this episode delivers. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 00:00 – Introduction 01:40 – Colin's Path Into Real Estate and Joining Bridge 04:18 – Building Bridge's Platform Across Strategies 08:20 – Growth Drivers: Class B/C, Supply, and Rents 10:40 – Coastal vs. Sun Belt and What “Back” Really Means 14:34 – Sun Belt Check: Cap Rates, Supply, and Patience 18:40 – Underwriting With Higher Expenses 21:00 – Navigating the Cycle and Protecting Downside 26:40 – Cap Rates, Return Hurdles, and 2026–27 Outlook 31:30 – Advice for Young Investors and Finding Opportunity For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

RUSSIA'S OIL CRISIS AND REGIONAL DEFICITS Colleague Michael Bernstam, Hoover Institution. Russiafaces a financial crisis as oil prices drop below $60 per barrel. Michael Bernstam explains that increased global supply forces Russia to sell at deep discounts to China and India, often below cost. This revenue loss prevents the Kremlinfrom paying soldiers, sparking severe regional budget deficits. NUMBER 141906 BAKU

Have you ever received a text from an ex-partner saying they "miss you" or "saw something that reminded them of you" just when you were finally moving on? In this episode of the Mental Healness Podcast, Lee Hammock—a self-aware, diagnosed narcissist—takes the mask off to explain the cold reality behind the "Hoover."Most survivors believe these messages are a sign of reflection or regret. But in this raw confessional, Lee explains why he used to reach out, and it wasn't because of love. It was a calculated move to check "if the door was still unlocked."In this episode, we break down:The "Nostalgia Trap": How narcissists use your shared memories as a weapon to bypass your boundaries.Supply vs. Connection: Why a reach-out usually means the narcissist's current "supply" is low, not that they've changed.The Boredom Factor: The truth about why "boredom" is a primary motivator for a narcissist to contact an ex.Protecting Your Peace: Why replying to a hoover—even with anger—gives the narcissist exactly what they want.If you are struggling to maintain "No Contact" or wondering if your ex has finally changed, this episode is the reality check you need to stay strong.Connect with Lee:My Courses: ⁠⁠⁠https://courses.mentalhealness.net⁠⁠⁠ Healing Support Group: ⁠⁠⁠https://mentalhealness.thinkific.com/products/communities/thementalhealers⁠⁠⁠1-on-1 Coaching Calls: ⁠⁠⁠https://mentalhealness1on1perspective.as.me/schedule/ec588030⁠⁠⁠Follow on Instagram/TikTok: @mentalhealnesss

This week in the security news: Supply chain attacks and XSS PS5 leaked keys Claude tips for security pros No Flipper Zeros allowed, or Raspberry PIs for that matter Kimwolf and your local network Linux is good now Removing unremovable apps without root Detecting lag catches infiltrators Defending your KVM Fixing some of the oldest code Deleting websites live on stage in costume It was a honeypot FCC is letting telecoms off easy Don't buy a Haribo power bank Ransomeware scum Fortinet vulns CISA warns about NVRs Patching MongoDB Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw-908

William White returns to assess a world edging closer to systemic stress. Drawing on decades advising central banks, he describes a macro regime defined not by temporary shocks, but by a deep reversal of the forces that once kept inflation low and debt manageable. From de-globalization and demographic decline to energy constraints and fragile supply chains, the conversation traces how rising costs collide with record public and private leverage. White warns that policy makers are trapped between inflationary pressures and debt sustainability, with no clean exit in sight. The discussion closes on AI, currency fragmentation, and the uncomfortable possibility that today's stability masks a far more dangerous future.-----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 William on LinkedIn.Episode TimeStamps: 00:00 - Why unchecked booms become more dangerous over time01:37 - Setting the stage for a new global macro regime03:53 - From disinflation to persistent inflation pressure07:10 - Supply side forces reversing after decades of support12:07 - Debt accumulation and unintended policy consequences13:03 - Why higher rates did not trigger an immediate crisis18:53 - Debt dynamics and the problem of sustainability19:57 - Tipping points and the psychology of market breaks26:40 - What happens when...

As global supply chains navigate through cybersecurity threats and rapid technological integration, companies must rethink their strategies to stay competitive. Cybercriminals are increasingly targeting corporate systems through sophisticated tactics, such as email infiltration, to gain access to sensitive data, including bills of lading. This underscores the need for organizations to strengthen their cybersecurity and ensure their supply chains remain secure.In this episode of Supply Chain Now, Scott Luton and Karin Bursa sit down with Gustav Khambatta, SVP, Head of Freight Payment Sales at U.S. Bank, to explore key themes in supply chain management. They discuss the evolving role of cybersecurity, AI's impact on the industry, and the challenges posed by cargo theft and security breaches.They talk about the intersection of AI and cybersecurity, highlighting how technology is transforming business operations. AI is being integrated into supply chain processes, with use cases ranging from fraud prevention to streamlining document verification. However, as AI adoption accelerates, so does the potential for security vulnerabilities. The conversation underscores the importance of continuous adaptation in a rapidly changing supply chain landscape, where technology and security will play a central role in shaping the future.Jump into the conversation:(00:00) Intro(04:02) Sports talk: Patriots, Falcons, F1(06:19) Gustav's professional journey(08:01) US Bank Freight Payment Index insights(14:39) Cybersecurity in the corporate world(20:22) AI in supply chain and cybersecurity(23:28) AI and cybersecurity integration(24:08) Regulatory environment and leadership challenges(24:38) Supply chain evolution and technology(27:26) AI in supply chain management(29:35) Reflections on 2025(32:29) Energy demand and AI(37:02) Predictions for 2026Additional Links & Resources:Connect with Gustav Khambatta: https://www.linkedin.com/in/gustav-khambatta-384852/Learn more about U.S. Bank: https://www.usbank.com/index.htmlDownload the most recent edition of the U.S. Bank Freight Payment Index: bit.ly/scn-us-bankLearn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join