Podcasts about Supply

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    Best podcasts about Supply

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    Latest podcast episodes about Supply

    Redefining Energy
    217. Lithium, Copper, Silver and other metals go ballistic - Feb26

    Redefining Energy

    Play Episode Listen Later Feb 23, 2026 27:06 Transcription Available


    Lithium has doubled in three months. Copper is printing record highs. Silver went vertical—then collapsed. The move was fast. The reversals were faster. Volatility isn't elevated. It's systemic.  But this isn't just another commodity cycle. These metals sit at the core of the energy transition. They're embedded in batteries, EVs, transmission lines, datacenters, wind turbines, and solar modules. When they move, the entire transition complex moves with them.  So, what are we really looking at? Is this a positioning squeeze in thin markets? Or the early tremors of a structural repricing?  The divide is clear. At The Carlyle Group, Jeff Currie argues we're only “on the foothills of the Himalayas” — the early stage of a structural supercycle driven by electrification, grid build-out, and constrained supply. Ed Morse pushes back. High prices cure high prices. Capital flows. Supply responds. Markets rebalance. Cycles end the way they always have. Two very different frameworks. One structural. One cyclical.  To cut through the noise, Laurent and Gerard sit down with Matt Fernley, Managing Director at Battery Materials Review and Partner at RK Equity. They dissect what's actually driving these rallies — inventory tightness, permitting bottlenecks, capital discipline, geopolitics, demand elasticity.  They confront the supply question head-on: Can new production realistically catch up — on time, on budget, and at scale? And they explore the technologies that could reshape the curve — from the re-emergence of direct lithium extraction (DLE) to the accelerating development of sodium-ion batteries.  This isn't just about price volatility. It's about whether the energy transition is entering a new cost regime. Because if these inputs are structurally repricing, everything downstream changes. And if they aren't — the unwind could be just as violent.----Link to the report by the Volta Foundationhttps://volta.foundation/battery-report-2025/

    City Cast Denver
    Why Palantir Dumped Denver, Yet Another New Plan for Alameda Ave., and Leven Supply Seized

    City Cast Denver

    Play Episode Listen Later Feb 20, 2026 54:53


    AI tech giant Palantir moved its HQ from Denver to Miami this week, notifying the world via a single tweet. Was this abrupt relocation in response to ongoing protests outside its Denver office or Colorado's first-in-the-nation AI bill or something else entirely? Political commentator Adrian Felix joins producer Paul Karolyi and host Bree Davies to dig into the controversial company's departure, plus the uncertain future of Leven Supply after being seized for unpaid taxes, and our wins and fails of the week. What do you think about Palantir leaving town? We want to hear from you! Text or leave us a voicemail with your name and neighborhood, and you might hear it on the show: 720-500-5418 Adrian talked about the proposal to legalize prostitution, which we discussed earlier this week on the pod. Bree discussed the hand painted sign stolen from Duke's Good Sandwiches and Burgers and the local sign painters who created it. Paul mentioned RTD moving forward with its renaming of Civic Center Station despite pushback, Chad McWhinney and Kimbal Musk in the Epstein Files, and the Poetic Kinetics art installation coming to downtown this summer.  For more on Scott Bottoms' allegation of a “pedophile ring” at the Capitol, Mandy Connell pressed him on it on KOA yesterday.  After we recorded this episode, we heard back from AG Phil Weiser's office about Palantir and CO's AI law. His spokesperson says that they have not had any conversations with Palantir and that Weiser's position on the AI law remains unchanged since the CU Denver Artificial Intelligence Symposium last fall, when he said his office was going to “hold off on any rule making process to implement the law until after the 2026 legislative session concludes and the General Assembly has an opportunity to make substantive changes to the AI law. This approach will allow us to create the initial rules from a place of more certainty and stability in the underlying law as well as enable us to best use and conserve our limited law enforcement resources.” For even more news from around the city, subscribe to our morning newsletter at denver.citycast.fm. Watch clips from the show on YouTube: youtube.com/@citycastdenver or Instagram @citycastdenver Chat with other listeners on reddit: r/CityCastDenver Support City Cast Denver by becoming a member: membership.citycast.fm/Denver Looking to advertise on City Cast Denver? Check out our options for podcast and newsletter ads at citycast.fm/advertise

    The Aerospace Executive Podcast
    India: Aerospace's Next Manufacturing Powerhouse w/ Vishal Sanghavi

    The Aerospace Executive Podcast

    Play Episode Listen Later Feb 19, 2026 10:42


    In aerospace and defense, a structural shift in global manufacturing is underway. Supply chains are strained, skilled labor is scarce, and production backlogs are testing relationships between OEMs and suppliers across the globe. So the industry is being forced to look for answers in new places. One of those places is India.  What started as an engineering and software hub is rapidly becoming something much larger.  A manufacturing powerhouse capable of delivering aerospace-grade quality, advanced digital operations, and the scale required to support global demand. In this highlight episode, I revisit my conversation with the co-founder and CEO of Jeh Aerospace, Vishal Sanghavi.  He explains why major suppliers are moving work to India, how credibility is earned with Western customers, and why the opportunity ahead is bigger than a simple cost advantage. You'll also learn: Why labor shortages in the U.S. are accelerating permanent shifts in manufacturing geography How pairing India's talent base with modern digital infrastructure changes what suppliers can deliver What it takes to overcome skepticism and prove reliability to Western aerospace customers Why the companies that win will think beyond arbitrage and build technology leverage How India's momentum could reshape the global supplier map for decades Why, with market demand, policy movement, and geopolitics aligning, the window of opportunity is now   About the Guest Vishal R. Sanghavi is the co-founder & CEO of Jeh Aerospace. He has been a leader in the aerospace and defense (A&D) industry for nearly two decades. He co-founded Jeh Aerospace in 2022 with his long-time colleague Venkatesh Mudragalla. This US-based company manufactures aerospace and defense components to address the industry's global supply chain constraints. Vishal is on a mission to transform aerospace manufacturing by harnessing the power of advanced technologies like robotic automation, AI, and AR/VR, and leveraging the vast talent pool of countries like India through friend-shoring. He is building Jeh Aerospace into a new-age technology-driven manufacturing company that will deliver stringent-quality flying parts 10x faster, better, and cheaper. Vishal's entrepreneurial journey began at the renowned Tata Group, where he built and led large multimillion-dollar businesses and became one of the youngest CXOs for the group. He spearheaded numerous aerospace businesses during his tenure, including the Tata Boeing Joint Venture (JV), Tata Sikorsky JV, and Tata Lockheed JV, which manufacture large, complex aerospace systems. To learn more, visit https://jeh.aero/.    About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.    For more aerospace industry news & commentary: https://craigpicken.com/insights/.  To learn more about Craig Picken, visit https://craigpicken.com/.  

    Nareit's REIT Report Podcast
    Citi Global Real Estate Team Sees Higher Returns, More Positive Supply Outlook in 2026

    Nareit's REIT Report Podcast

    Play Episode Listen Later Feb 19, 2026 16:34


    Three members of Citi's global real estate research team—Nick Joseph in the United States, Aaron Guy in the U.K., and Howard Penny in Australia—joined the latest episode of the Nareit REIT Report podcast to share their thoughts on regional outlooks and sector performance.Citi's overall expectation is for higher real estate stock returns this year versus in 2025. One key theme across all markets is supply and demand, Joseph said. “The supply picture broadly is more encouraging globally,” he noted, while Citi economists are generally “constructive” on global growth this year.Higher total returns in 2026 are anticipated in the U.S., Europe, Latin America, Singapore, Thailand, and the Philippines. In Australia and China, Citi is expecting about similar performance this year versus last year, while weaker performance is forecast in Hong Kong, Japan, and the Middle East.REITs are well positioned in the U.S. for 2026, with about a 10% to 15% total return, Joseph said. He commented on the “massive dispersion” of performance within the REIT sector. “That's really what gets us excited about different REIT opportunities because different stocks and different sectors will perform differently and create a lot of different alpha generation opportunities.”

    Foodpreneur with Chelsea Ford
    #152 Getting a Buyer to Say Yes (According to an Actual Buyer!)

    Foodpreneur with Chelsea Ford

    Play Episode Listen Later Feb 19, 2026 48:37


    Send a textWhat actually makes a buyer say yes?And more importantly… how do you avoid becoming the bottom 5% in your category and getting delisted?In this powerhouse conversation, I sit down with Stuart O'Reilly from LaManna, one of Australia's largest independent supermarkets, to unpack what founders rarely get told about retail.This episode was so good we had to restart the recording due to tech hiccups - and honestly, I'm glad we did. What followed was a candid, generous and deeply practical conversation about brand building, demand creation and what it truly means to partner with a retailer.In this episode, we unpack:

    Ransquawk Rundown, Daily Podcast
    EU Market Open: Markets unreactive following hawkish FOMC minutes; Crude extends on geopolitics

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Feb 19, 2026 2:53


    APAC stocks traded higher following the positive handover from the US and with South Korea outperforming amid tech strength on return from the Lunar New Year holidays.FOMC's January meeting minutes showed a broad agreement to hold rates, but views diverged on the path ahead.US senior official told Axios that the round of talks with Iran in Geneva was "a hamburger stuffed with nothing" and is one of the reasons why Trump is close to making a decision on the issue of going to war with Iran, according to Axios's Ravid.US senior official stated that all US forces involved in the Middle East build-up should be in place by mid-March and that Secretary of State Rubio will travel to Israel to meet Israeli PM Netanyahu to discuss Iran on the weekend of February 28th.US President Trump is scheduled to deliver remarks on the economy at 16:00 EST/21:00 GMT on Thursday.Looking ahead, highlights include US Trade Balance (Dec), Weekly/Continuing Claims, Philadelphia Fed (Feb), Pending Home Sales (Jan), EZ Flash Consumer Confidence (Feb), New Zealand Trade Balance (Jan), Australian Flash PMIs (Feb), Japanese CPI (Jan). Speakers include ECB's Cipollone, ECB's de Guindos, Fed's Bostic, Kashkari, Goolsbee & Bowman. Supply from Spain, France & US. Earnings from Walmart, Deere, Wayfair, Klarna, Opendoor, Newmont Mining, Southern & Constellation Energy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Ransquawk Rundown, Daily Podcast
    US Market Open: US equity futures are lower; the Trump admin is reportedly looking to scrap the USMCA in favour of bilateral deals with Canada and Mexico

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Feb 19, 2026 2:07


    US President Trump and his advisors have reportedly indicated that the USMCA could be scrapped, NY Times reports. Instead, the US could have bilateral deals with Canada and Mexico.European equities lower as Airbus misses on 2026 aircraft deliveries; US equity futures slip.Antipodeans gain following recent losses; DXY flat after Wednesday's advances.Bonds hold a bearish bias, continuing the pressure seen in the prior session due to various factors.Crude benchmarks and precious metals benefit from growing US-Iran tension, whilst copper lags on weak European sentiment and Chinese holiday.US President Trump is scheduled to deliver remarks on the economy at 16:00EST/21:00GMT on Thursday.Looking ahead, highlights include US Trade Balance (Dec), Weekly/Continuing Claims, Philadelphia Fed (Feb), Pending Home Sales (Jan), EZ Flash Consumer Confidence (Feb), New Zealand Trade Balance (Jan), Australian Flash PMIs (Feb), Japanese CPI (Jan). Speakers include ECB's de Guindos, Fed's Bostic, Kashkari, Goolsbee & Bowman. Supply from the US. Earnings from Walmart, Deere, Wayfair, Klarna, Opendoor, Newmont Mining, Southern & Constellation Energy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Supply Chain Now Radio
    Building Resilient, Innovative Supply Chains Across Africa

    Supply Chain Now Radio

    Play Episode Listen Later Feb 18, 2026 46:20 Transcription Available


    Supply chains are recalibrating, and the Middle East and Africa are investing aggressively to meet the moment.In this episode of Supply Chain Now, Scott W. Luton and special guest co-host Yaseen Ahmid welcome Toby Maier, CEO for Middle East and Africa at DHL Global Forwarding, for a wide-ranging conversation on what is changing trade and logistics across the region. Toby breaks down how recent tariffs are redirecting export flows into the Middle East and Africa, why GCC countries are racing to build world-class logistics hubs, and how production is shifting from Turkey toward markets like Egypt and Morocco.They also explore what it will take to build stronger, more reliable supply chains across Africa, from investment in life sciences and healthcare infrastructure to modernized regulation that reduces delays at customs. Toby shares how DHL's publicly announced $300 million investment through 2030 prioritizes end-to-end capability that helps medicines, vaccines, and other critical products reach communities across a fast-growing population. The conversation also tackles the practical realities of energy access, data centers, and the cost to deliver goods, plus how sustainability efforts like electrified fleets and sustainable aviation fuel can support performance and emissions goals at the same time.Jump into the conversation:(00:00) Intro(03:13) Getting to know guest Toby Maier and co-host Yaseen Ahmid(06:05) Toby's journey in global logistics leadership(11:17) Trade shifts and what they mean for Africa(15:24) DHL's investment focus across Africa(18:18) Infrastructure and power realities on the ground(22:50) Building efficiency and sustainability into the network(24:22) Renewable energy progress and practical pathways(26:37) What commitment to sustainability looks like at DHL(30:26) Developing talent and leadership across the continent(40:09) Why emerging markets belong on your career mapAdditional Links & Resources:Connect with Toby Maier: https://www.linkedin.com/in/toby-maier/Connect with Yaseen Ahmid: https://www.linkedin.com/in/yaseen-ahmid/Learn more about DHL Global Forwarding: https://www.dhl.com/Learn more about Luna: https://luna-resume.com/Learn 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:

    The Clay Edwards Show
    MISSISSIPPI'S LIQUOR SUPPLY EMERGENCY EXPLAINED (EDITED W/O ADS)

    The Clay Edwards Show

    Play Episode Listen Later Feb 18, 2026 36:32


    In this hard-hitting segment of The Clay Edwards Show, host Clay Edwards exposes the absolute trainwreck at Mississippi's ABC warehouse that's crippling liquor stores, bars, restaurants, and even casinos statewide. After a 2023 partial privatization brought in Iowa-based contractor Ruan to manage operations, a perfect storm hit: new Blue Yonder software glitches incompatible with ABC's system, removal of conveyor belts for a flawed pallet delivery setup, and massive staffing shortages due to low pay. The result? A staggering 199,000-case backlog, empty shelves, and businesses like LV's and O42 Wine & Spirits scrambling to serve customers while hemorrhaging revenue—prepaid orders sit undelivered, forcing owners to shrink menus and turn away patrons. Clay breaks down WLBT's coverage, including frustrated lawmakers like Rep. Hank Zuber slamming the table in hearings, and Revenue Commissioner Chris Graham's grim timeline: backlog halved by March, cleared by May, leaving small operators hanging. Blogger Kingfish from JacksonJambalaya.com joins to detail the chaos—trucks hauling undeliverable loads without invoices, suppliers halting shipments to the overflowing warehouse—and calls out the bidding process favoring out-of-state firms over locals. Clay rants on government inefficiency, thin margins in the industry (from his bar-owning days), and why the state should fully privatize like beer distribution, urging listeners to support affected sponsors and demand accountability before more businesses dry up.

    The Moneywise Guys
    2/17/26 Hathaway's Energy Outlook: Shale, Supply & Carbon

    The Moneywise Guys

    Play Episode Listen Later Feb 18, 2026 52:17


    The Moneywise Radio Show and Podcast Tuesday, February 17th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Chad Hathaway, President/Founder of Hathaway LLC. website: www.hathawayllc.com The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Chad Hathaway and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    Rappin' With ReefBum
    Guests Than Thein, Marc Levenson, Joe Caparatta & Todd Kunkel; The Business of Reef Keeping

    Rappin' With ReefBum

    Play Episode Listen Later Feb 18, 2026 126:36


    Rappin' With ReefBum is a LIVE talk show with hosts Keith Berkelhamer and Dong Zou with guests from the reef keeping community. In this episode we chat with Than Thein (Tidal Gardens), Marc Levenson (CORAL Magazine & Melevs Reef), Joe Caparatta (Unique Corals) and Todd Kunkel (Champion Lighting & Supply). We talk about the trials and tribulations of running a reef keeping business.

    MacVoices Video
    MacVoices #26078: Live! - New Home Architecture, A Vision Pro Anniversary, and Earnings Call Analysis

    MacVoices Video

    Play Episode Listen Later Feb 18, 2026 32:40


    The MacVoices Live! panel dives into several topics including record earnings driven by strong iPhone demand and growing services revenue and how supply constraints and shifting Wall Street sentiment affects the future. Chuck Joiner, David Ginsburg, Jeff Gamet, Jim Rea, Web Bixby, Brian Flanigan-Arthurs, Eric Bolden, Marty Jencius, Mark Fuccio, and Norbert Frassa discuss Apple's rare security updates for Catalina and Big Sur, the transition to the new Home architecture, and the two-year milestone of Vision Pro, reflecting on its software maturity and future potential.  MacVoices is supported by CleanMyMac from MacPaw. Get Tidy Today! Try 7 days free and use my code MACVOICES20 for 20% off at http://clnmy.com/MACVOICES. MacVoices is supported by Incogni. Take your personal data back with Incogni! Get 60% off an annual plan at https://incogni.com/chuck and use code “chuck" at checkout. Show Notes: Chapters: 0:00 Show introduction and panel roll call3:30 Live chat experiment and audience participation6:45 Apple Home architecture transition reminder11:40 Vision Pro two-year anniversary reflections24:30 Apple security updates for Catalina and Big Sur33:50 Earnings call overview and record profits40:20 Services growth and device install base milestones46:10 Supply constraints and Wall Street reaction52:30 Shareholder meeting and financial outlook discussion Links:   Apple Vision Pro Launched Two Years Ago Todayhttps://www.macrumors.com/2026/02/02/apple-vision-pro-launched-two-years-ago/ Apple has just released security updates for Catalina and Big Surhttps://eclecticlight.co/2026/02/02/apple-has-just-released-security-updates-for-catalina-and-big-sur/ Apple's latest earnings report shocked Wall Street & tempered expectationshttps://appleinsider.com/articles/26/01/30/analysts-caught-flat-footed-as-iphone-supply-not-demand-capped-growth Apple keeps winning today by betting on tomorrowhttps://www.macworld.com/article/3042600/apple-keeps-winning-today-by-betting-on-tomorrow.html Guests:   Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Norbert Frassa is a technology “man about town”. Follow him on Twitter and see what he's up to. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession ‘firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon     http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:     http://macvoices.com      Twitter:     http://www.twitter.com/chuckjoiner     http://www.twitter.com/macvoices      Mastodon:     https://mastodon.cloud/@chuckjoiner      Facebook:     http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:     http://www.facebook.com/macvoices/      MacVoices Group on Facebook:     http://www.facebook.com/groups/macvoice      LinkedIn:     https://www.linkedin.com/in/chuckjoiner/      Instagram:     https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes     Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

    MacVoices Audio
    MacVoices #26078: Live! - New Home Architecture, A Vision Pro Anniversary, and Earnings Call Analysis

    MacVoices Audio

    Play Episode Listen Later Feb 18, 2026 32:41


    The MacVoices Live! panel dives into several topics including record earnings driven by strong iPhone demand and growing services revenue and how supply constraints and shifting Wall Street sentiment affects the future. Chuck Joiner, David Ginsburg, Jeff Gamet, Jim Rea, Web Bixby, Brian Flanigan-Arthurs, Eric Bolden, Marty Jencius, Mark Fuccio, and Norbert Frassa discuss Apple's rare security updates for Catalina and Big Sur, the transition to the new Home architecture, and the two-year milestone of Vision Pro, reflecting on its software maturity and future potential.  MacVoices is supported by CleanMyMac from MacPaw. Get Tidy Today! Try 7 days free and use my code MACVOICES20 for 20% off at http://clnmy.com/MACVOICES. MacVoices is supported by Incogni. Take your personal data back with Incogni! Get 60% off an annual plan at https://incogni.com/chuck and use code "chuck" at checkout. Show Notes: Chapters: 0:00 Show introduction and panel roll call 3:30 Live chat experiment and audience participation 6:45 Apple Home architecture transition reminder 11:40 Vision Pro two-year anniversary reflections 24:30 Apple security updates for Catalina and Big Sur 33:50 Earnings call overview and record profits 40:20 Services growth and device install base milestones 46:10 Supply constraints and Wall Street reaction 52:30 Shareholder meeting and financial outlook discussion Links:   Apple Vision Pro Launched Two Years Ago Today https://www.macrumors.com/2026/02/02/apple-vision-pro-launched-two-years-ago/ Apple has just released security updates for Catalina and Big Sur https://eclecticlight.co/2026/02/02/apple-has-just-released-security-updates-for-catalina-and-big-sur/ Apple's latest earnings report shocked Wall Street & tempered expectations https://appleinsider.com/articles/26/01/30/analysts-caught-flat-footed-as-iphone-supply-not-demand-capped-growth Apple keeps winning today by betting on tomorrow https://www.macworld.com/article/3042600/apple-keeps-winning-today-by-betting-on-tomorrow.html Guests:   Web Bixby has been in the insurance business for 40 years and has been an Apple user for longer than that.You can catch up with him on Facebook, Twitter, and LinkedIn, but prefers Bluesky. Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him on Twitter, by email at embolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Brian Flanigan-Arthurs is an educator with a passion for providing results-driven, innovative learning strategies for all students, but particularly those who are at-risk. He is also a tech enthusiast who has a particular affinity for Apple since he first used the Apple IIGS as a student. You can contact Brian on twitter as @brian8944. He also recently opened a Mastodon account at @brian8944@mastodon.cloud. Norbert Frassa is a technology "man about town". Follow him on Twitter and see what he's up to. Mark Fuccio is actively involved in high tech startup companies, both as a principle at piqsure.com, or as a marketing advisor through his consulting practice Tactics Sells High Tech, Inc. Mark was a proud investor in Microsoft from the mid-1990's selling in mid 2000, and hopes one day that MSFT will be again an attractive investment. You can contact Mark through Twitter, LinkedIn, or on Mastodon. Jeff Gamet is a technology blogger, podcaster, author, and public speaker. Previously, he was The Mac Observer's Managing Editor, and the TextExpander Evangelist for Smile. He has presented at Macworld Expo, RSA Conference, several WordCamp events, along with many other conferences. You can find him on several podcasts such as The Mac Show, The Big Show, MacVoices, Mac OS Ken, This Week in iOS, and more. Jeff is easy to find on social media as @jgamet on Twitter and Instagram, jeffgamet on LinkedIn., @jgamet@mastodon.social on Mastodon, and on his YouTube Channel at YouTube.com/jgamet. David Ginsburg is the host of the weekly podcast In Touch With iOS where he discusses all things iOS, iPhone, iPad, Apple TV, Apple Watch, and related technologies. He is an IT professional supporting Mac, iOS and Windows users. Visit his YouTube channel at https://youtube.com/daveg65 and find and follow him on Twitter @daveg65 and on Mastodon at @daveg65@mastodon.cloud. Dr. Marty Jencius has been an Associate Professor of Counseling at Kent State University since 2000. He has over 120 publications in books, chapters, journal articles, and others, along with 200 podcasts related to counseling, counselor education, and faculty life. His technology interest led him to develop the counseling profession 'firsts,' including listservs, a web-based peer-reviewed journal, The Journal of Technology in Counseling, teaching and conferencing in virtual worlds as the founder of Counselor Education in Second Life, and podcast founder/producer of CounselorAudioSource.net and ThePodTalk.net. Currently, he produces a podcast about counseling and life questions, the Circular Firing Squad, and digital video interviews with legacies capturing the history of the counseling field. This is also co-host of The Vision ProFiles podcast. Generally, Marty is chasing the newest tech trends, which explains his interest in A.I. for teaching, research, and productivity. Marty is an active presenter and past president of the NorthEast Ohio Apple Corp (NEOAC). Jim Rea built his own computer from scratch in 1975, started programming in 1977, and has been an independent Mac developer continuously since 1984. He is the founder of ProVUE Development, and the author of Panorama X, ProVUE's ultra fast RAM based database software for the macOS platform. He's been a speaker at MacTech, MacWorld Expo and other industry conferences. Follow Jim at provue.com and via @provuejim@techhub.social on Mastodon. Support:      Become a MacVoices Patron on Patreon      http://patreon.com/macvoices      Enjoy this episode? Make a one-time donation with PayPal Connect:      Web:      http://macvoices.com      Twitter:      http://www.twitter.com/chuckjoiner      http://www.twitter.com/macvoices      Mastodon:      https://mastodon.cloud/@chuckjoiner      Facebook:      http://www.facebook.com/chuck.joiner      MacVoices Page on Facebook:      http://www.facebook.com/macvoices/      MacVoices Group on Facebook:      http://www.facebook.com/groups/macvoice      LinkedIn:      https://www.linkedin.com/in/chuckjoiner/      Instagram:      https://www.instagram.com/chuckjoiner/ Subscribe:      Audio in iTunes      Video in iTunes      Subscribe manually via iTunes or any podcatcher:      Audio: http://www.macvoices.com/rss/macvoicesrss      Video: http://www.macvoices.com/rss/macvoicesvideorss

    Ransquawk Rundown, Daily Podcast
    US Market Open: US equity futures are in the green; Axios reports that the Trump admin are edging closer to a war with Iran than people realise

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Feb 18, 2026 2:44


    The Trump administration is closer to a major war with Iran than people realise, Axios reports citing sources; a military operation would likely be a massive, weeks long campaign that will be a joint US-Israeli attack. European equities entirely in the green, with IBEX leading the way; US equity futures continue to extend Tuesday's gains.DXY firmer, Kiwi hit post-RBNZ while Cable holds afloat following UK inflation.Gilts choppy post-CPI; USTs slightly lower ahead of FOMC minutes.WTI and Brent nurse prior day losses as Ukraine talks conclude; Metals rebound. Looking ahead, highlights include US Durable Goods, Industrial Production (Jan), Housing Starts (Nov/Dec), Atlanta Fed GDP, FOMC Minutes (Jan). Speakers include ECB's Schnabel & Fed's Bowman. Supply from the US. Earnings from Analog, Carvana, DoorDash, Booking Holdings, Moody's, Garmin & Orange.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Ransquawk Rundown, Daily Podcast
    EU Market Open: Stocks gain after rebounding stateside; Kiwi underperforms after RBNZ holds rates

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Feb 18, 2026 3:47


    APAC stocks traded higher in continued thin conditions as many regional bourses remained closed for holidays.RBNZ kept the OCR at 2.25%, as expected, and the central bank refrained from any hawkish surprises; NZD heavily underperforms.US VP Vance said in some ways Iran talks went well, while he added that Iranians are not yet willing to acknowledge some of President Trump's red lines.US Special Envoy Witkoff said the US facilitated the trilateral meeting between Ukraine and Russia, while he added that Ukraine and Russia agreed to update leaders and pursue an agreement.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market finished with gains of 0.7% on Tuesday.Looking ahead, highlights include UK CPI (Jan), US Durable Goods, Industrial Production (Jan), Housing Starts (Nov/Dec), Atlanta Fed GDP, FOMC Minutes (Jan), US-Ukraine-Russia talks to take place (17-18 Feb). Speakers include ECB's Cipollone, Schnabel & Fed's Bowman. Supply from Germany & US. Earnings from Analog, Carvana, DoorDash, Booking Holdings, Moody's, Garmin, Glencore & Orange.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    The Hospital Finance Podcast
    Pharmacy Purchasing and Supply in the New 340B Paradigm

    The Hospital Finance Podcast

    Play Episode Listen Later Feb 18, 2026 33:04


    In this episode, AJ Rivosecchi & Lauren Forni with Bluesight, discuss pharmacy purchasing & supply in the new 340B paradigm.

    Nightcap with Unc and Ocho
    Nightcap Hour 2: Ryan Garcia JOINS Nightcap + FULL NFL Insiders MOST HATED List + Jerry Jones CREDITS Michael Irvin for HALL OF FAME + MULTIPLE FINES for George Pickens During Season + Antonio Brown HIGH on OWN SUPPLY + Michael Jordan's 23XI Racing WINS

    Nightcap with Unc and Ocho

    Play Episode Listen Later Feb 17, 2026 85:34 Transcription Available


    Shannon Sharpe, Chad “Ochocinco” Johnson welcome Ryan Garcia to Nightcap, react to the full NFL Insiders Most Hated list, Jerry Jones credits Michael Irvin, George Pickens received multiple fines and Michale Jordan’s 23XI racing wins Daytona 500! Subscribe to Nightcap presented by PrizePicks so you don’t miss out on any new drops! Download the PrizePicks app today and use code SHANNON to get $50 in lineups after you play your first $5 lineup! Visit https://prizepicks.onelink.me/LME0/NI...0:00 - Ryan Garcia Joins Nightcap14:55 - Full NFL Insiders Most Hated List22:02 - Jerry Jones Credits Michael Irvin for HOF22:15 - George Pickens Received Multiple Fines32:30 - Josh Jacobs Speaks on Playing with Antonio Brown57:53 - Michael Jordan’s 23XI Racing Wins Daytona 5001:04:23 - Titans Bald Headed Staff1:05:07 - Q & Ayyyyy (Timestamps may vary based on advertisements.) #ClubSee omnystudio.com/listener for privacy information.

    SoTellUs Time
    STOP Using AI Like Google in 2026

    SoTellUs Time

    Play Episode Listen Later Feb 17, 2026 23:53


    Most business owners are barely scratching the surface of AI — and it's costing them speed, clarity, and competitive advantage. If you're using AI to: "Write me an email." "Create 5 social posts." "Give me some ideas." You're driving a Ferrari at 25 mph. In this episode of SoTellUs Time, Trevor and Troy Howard break down how to stop using AI like a search engine and start using it like a strategic execution partner. This is not about better prompts. It's about Prompt Stacking — the method that turns AI into your marketing department, project manager, operations assistant, and execution engine.

    Ransquawk Rundown, Daily Podcast
    EU Market Open: Stocks softer as US set to return; Oil in focus ahead of meetings in Geneva

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Feb 17, 2026 3:14


    APAC stocks traded mixed amid the extremely thinned conditions due to the Lunar New Year holiday and in the absence of a lead from the US, where markets were closed for Washington's Birthday/Presidents Day.Nikkei 225 retreated shortly after the open with SoftBank and heavy industry stocks leading the declines, as the post-election euphoria petered out following the recent underwhelming GDP data. USD/JPY pulled back with pressure seen as risk sentiment in Japan deteriorated shortly after the open.US President Trump said he will be involved in the Iran talks indirectly and that Iran wants to make a deal, while he also stated that Iran "are bad negotiators" and he hopes they will be more reasonable in talks.European equity futures indicate a subdued cash market open with Euro Stoxx 50 futures down 0.3% after the cash market closed with losses of 0.1% on Monday.Looking ahead, highlights include UK Unemployment/Wages (Dec), German/EZ ZEW (Feb), US ADP Weekly, NY Fed (Feb), Canadian CPI (Jan), Japanese Balance of Trade (Jan), US-Iran talks, US-Ukraine-Russia talks (Feb. 17th-18th). Speakers include Fed's Barr & Daly, Supply from Germany. Earnings from Medtronic, Leidos, Palo Alto, Cadence Design Systems, Republic Services, Vulcan Materials, Kenvue, Antofagasta. Holiday: Chinese Spring Festival Golden Week (17-24 Feb).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    The John Batchelor Show
    S8 Ep465: 2. Guest: Arthur Herman. Herman profiles Henry Kaiser, a construction magnate who applied his rapid building techniques to shipbuilding. Kaiser's "Liberty Ships" became essential for maintaining the Allied supply lifeline against Ger

    The John Batchelor Show

    Play Episode Listen Later Feb 16, 2026 7:59


    2.  Guest: Arthur Herman. Herman profiles Henry Kaiser, a construction magnate who applied his rapid building techniques to shipbuilding. Kaiser's "Liberty Ships" became essential for maintaining the Allied supply lifeline against German U-boats during the war.

    Christian Science | Daily Lift
    Roots that lead to supply (encore)

    Christian Science | Daily Lift

    Play Episode Listen Later Feb 16, 2026


    Karen Neff, from Mystic, Connecticut, USAWe'd love to hear from you. To share your inspiration as a Daily Lift, go to christianscience.com/dailylift.

    Fitt Insider
    326. Sam Browne, Co-founder & CEO of Let's Do This

    Fitt Insider

    Play Episode Listen Later Feb 16, 2026 36:34


    Today, I'm joined by Sam Browne, CEO and co-founder of Let's Do This.   A platform for mass-participation sports events, Let's Do This partners with marathons, triathlons, and cycling events to help people discover life-changing athletic experiences.   In this episode, we discuss building tech to get people together offline.   We also cover:   The company's mission to create shared experiences Current problems with the experience economy Expanding to 18 international markets Subscribe to the podcast → insider.fitt.co/podcast  Subscribe to our newsletter → insider.fitt.co/subscribe   Follow us on LinkedIn → linkedin.com/company/fittinsider    Website: www.letsdothis.com  Let's Do This on Instagram: https://www.instagram.com/letsdothis.com_/?hl=en  Sam's LinkedIn: https://www.linkedin.com/in/sam-browne-a86268b0/   The Fitt Insider Podcast is brought to you by EGYM. Visit EGYM.com to learn more about its smart fitness ecosystem for fitness and health facilities. Fitt Talent: https://talent.fitt.co/  Consulting: https://consulting.fitt.co/  Investments: https://capital.fitt.co/    Chapters: (00:00) Introduction (01:03) Background and mission (02:13) Offline connection (02:41) Origin story (04:30) Identifying market gap (05:23) Discovery, technology, and payments problems (06:45) Layering growth S-curves (09:00) The ultimate growth channel (11:30) The supply side (13:45) Technology infrastructure (16:00) COVID impact (18:30) Post-pandemic surge (21:00) Isolated, distracted, or connected (23:15) Why experiences beat things (25:30) Bringing people together (27:00) The choice (29:08) Expansion strategy (30:15) Geographic rollout (31:15) Future verticals (32:00) Supply problems (33:09) Lifetime partnerships (34:18) Serving event organizers (34:48) Where to discover your next challenge (35:32) Conclusion    

    Let's Talk Supply Chain
    523: Q1 Kick-Off: Discover the Strategies and Steps You Need to Take Now, with Blue Yonder

    Let's Talk Supply Chain

    Play Episode Listen Later Feb 16, 2026 49:07


    Duncan Angove of Blue Yonder talks about supply chain in 2026 and beyond; AI; & how businesses can get out of testing mode and lean into scalable innovation.   IN THIS EPISODE WE DISCUSS: [03.52] An introduction to Duncan, his background and career journey, and what has always interested him about technology. "I'm lucky to have lived through multiple computing transitions, and I always loved the idea that you could leverage technology and code to solve problems." [07.55] The biggest challenges and opportunities for 2026, and why businesses need to step back and look at the bigger picture. "Disruption and complexity is business as usual in supply chain… So we don't get hung up on how you're going to solve for tariffs. You need to have a systemic approach to being more agile, resilient and efficient all the time." [12.54] From the importance of change management to putting a focus on building trust, how organizations are adjusting to a new reality of near-constant disruption and emerging technologies. "There's a lot of experimentation, but not a lot of companies have crossed the chasm from pilot and sexy demo into production… The consequences of getting something wrong have huge business implications." [18.20] How businesses can actually prepare for disruption. "Fundamentally it's about speed and precision, and having a business and software architecture that enables that. Supply chain, historically, doesn't look like that." [22.27] Blue Yonder's long-term vision for transforming global supply chains, and how technology is shaping that future. [26.06] The biggest roadblocks right now with AI integration and adoption, and why supply chain sits in a unique position bridging the digital and physical worlds. "The worst people to innovate in a category are experts." [30.47] How businesses can get out of testing mode and lean into scalable innovation. "Helping people understand and manage their data is step one." [32.59] How Blue Yonder has combined multiple types of AI to create new solutions for retailers, practical examples of that AI in action, and why complete automation is the ultimate end goal. [39.13] What truly sets an organization apart as innovative. [41.49] What leaders should be doing and thinking about now to position for the future.   RESOURCES AND LINKS MENTIONED:   Head over to Blue Yonder's website now to find out more and discover how they could help you too. You can also connect with Blue Yonder and keep up to date with the latest over on LinkedIn, Instagram, YouTube, Facebook and X (Twitter), or you can connect with Duncan on LinkedIn. If you enjoyed this episode and want to hear more from Blue Yonder, check out: 516: Innovation, Transformation, and Modern Supply Chains, with Blue Yonder 497: Transform Your Returns Management and Delight Customers, with Blue Yonder 434: Synchronize Your Supply Chain Execution, with Blue Yonder 417: Fulfill Your Potential, with Blue Yonder 503: Women In Supply Chain™, Andrea Morgan-VanDome Check out our other podcasts HERE.

    Pharma Intelligence Podcasts
    ESG, Eco‑Pricing and Sustainable Packaging, with Steve Ramus

    Pharma Intelligence Podcasts

    Play Episode Listen Later Feb 16, 2026 36:43


    In Part 2 of HBW Insight's conversation with sustainability leader Steve Ramus, we dig into the practical realities shaping the future of sustainability in consumer health, from what consumers are actually willing to pay for, to why packaging, supply chains and long‑term planning remain some of the industry's toughest challenges. Drawing on two decades of sustainability and ESG experience, Ramus explains how consumer price sensitivity varies across markets, why sustainability can ultimately make companies more efficient, and how inflation complicates the conversation. We also explore the complex world of pharmaceutical packaging — where safety, stability and regulation often collide with expectations around plastics, recyclability and waste — and why progress, though slow, cannot stall. Timestamps: 2:00 – Will consumers pay more for sustainable OTCs? 7:00 – You don't want to be unsustainable 9:00 – ESG is good for business 10:00 – Retailer expectations 15:00 – The state of play in OTC packaging 20:00 – The challenge of replacing plastic 23:00 – The challenge of recycling 27:00 – Sustainability priorities right now 31:00 – Supply chain 32:00 – The life of a sustainability professional Guest Bio: Steve Ramus is a global sustainability and ESG executive with 20 years of experience aligning strategy with business growth, risk mitigation, and value creation. As former Vice President of Sustainability & ESG at Perrigo, he led: ESG reporting, climate strategy, responsible sourcing, human rights due diligence, packaging circularity, community engagement and other initiatives that improved ESG ratings, delivered cost savings, and generated millions in incremental revenue. Steve advanced his career within the business having led teams in both HR and Sales, prior to his roles in sustainability.

    ВОТ ЭТО английский
    АНГЛИЙСКИЙ ПО НОВОСТЯМ - 34 - Biden Administration to Increase Supply of ‘Game Changer' Pfizer Pill

    ВОТ ЭТО английский

    Play Episode Listen Later Feb 15, 2026 14:36


    Ваш любимый канал «ВОТ ЭТО английский» — теперь в аудиоформате!Попробуйте и научитесь понимать английский на слух с удовольствием

    Faith Victory Church Podcast
    Episode 1008: Supernatural Supply #25

    Faith Victory Church Podcast

    Play Episode Listen Later Feb 15, 2026 71:20


    Pastor Philip D. Derber

    WBZ NewsRadio 1030 - News Audio
    Pine Street Inn Demand Outpacing Supply As Frigid Temps Continue In Boston

    WBZ NewsRadio 1030 - News Audio

    Play Episode Listen Later Feb 15, 2026 0:44 Transcription Available


    WBZ NewsRadio's Jeromey Russ reports.See omnystudio.com/listener for privacy information.

    The Road to Autonomy
    Episode 371 | Autonomy Markets: Has Waymo Finally Solved Robotaxi Supply?

    The Road to Autonomy

    Play Episode Listen Later Feb 14, 2026 52:10


    This week on Autonomy Markets, Grayson Brulte and Walter Piecyk discuss whether Waymo has finally solved the supply constraint question following reports of a deal for 50,000 Hyundai vehicles by 2028. They break down the economics, theorizing a $50,000 per-vehicle cost that likely includes line-fit sensors, a price point that Grayson argues destroys the bear case that autonomous vehicles cannot cost-effectively scale.The conversation then shifts to hardware as Walt puts on his inspector hat, spotting a hidden Class 8 truck graphic in Waymo's latest blog post. This revelation sparks a debate on if Waymo is planning a return to trucking in 2027 to coincide with the new Daimler Truck's new Freightliner Cascadia redundant chassis platform. They also analyze Waymo's 6th Generation Driver, noting the emphasis on custom silicon and aggressive camera cleaning systems seems to mimic Tesla's approach.On the Foreign Autonomy Desk, they discuss Lyft's plan to launch Baidu RT6 robotaxis in London and Uber's deployment of Chinese robotaxis in Dubai. While Uber touts its partners, Grayson provides ground truth on the Chinese market, arguing that strict geofences and residency restrictions mean the technology is not as far ahead as Western media portrays.Looking at the broader ecosystem, Grayson and Walt analyze Aurora's pivot to upfitting International trucks, a strategy shift that mirrors competitor Kodiak, along with Kodiak's new defense partnership with the United States Marine Corps.Closing out the show, they discuss the current regulatory environment for autonomous vehicles and NHTSA's Automated Vehicle Safety Public Meeting upcoming in March and Waymo calling for D.C. residents to advocate for autonomous vehicles.Episode Chapters0:00 Waymo's Reported 50,000 Robotaxi Hyundai Deal03:26 The $50,000 Robotaxi Economics06:20 Zeekr & Waymo/Magna Mesa Upfitting Plant10:11 Scaling to 750,000 Autonomous Vehicles17:09 Waymo Gen 6: Custom Silicon & Improved Cameras23:21 Uber's Narrative vs. Waymo's Reality28:09 Lyft's Flexdrive Advantage31:52 Inspector Walt: Waymo's Autonomous Truck Tease33:41 Aurora's Pivot & Kodiak's Marine Corps Deal41:39 Foreign Autonomy Desk: Lyft in London & Uber in Dubai45:09 The Regulatory Tide Turns48:38 Hyundai: The Arms Dealer of AutonomyRecorded on Friday, February 13, 2026--------About The Road to AutonomyThe Road to Autonomy is the definitive media brand covering the Autonomy Economy™. Through our podcasts, newsletter, and proprietary market intelligence, we set the narrative for institutional investors, industry executives, and policymakers navigating the convergence of automation, autonomy, and economic growth. To learn more, say hello (at) roadtoautonomy.com.Sign up for This Week in The Autonomy Economy newsletter: https://www.roadtoautonomy.com/ae/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    No Repeat
    354: Supply Closet Valentines Gift

    No Repeat

    Play Episode Listen Later Feb 14, 2026 47:35


    We're all forgetful sometimes. These songs are for that dreaded day when you realize it's Valentine's Day on February 14 and only have a few hours to come up with a gift. This week's picks "Shut Up Kiss Me" by Angel Olsen "I Forgot To Be Your Lover" by The Revelations "Pack It Up Boy" by City Girl feat. tiffi The Playlist No Repeat Playlist on Spotify No Repeat Playlist on Apple Music B-Sides Unofficial B-Sides Playlist Support the Show No Repeat on Patreon Join our Discord Email us: norepeatpod[at]gmail[dot]com Follow Us Follow Tyler on Instagram Follow Shaun on Instagram Follow Taylor on Instagram

    The Moneywise Guys
    2/13/26 Beautiful Bakersfield Nomination Deadline + Understanding the Supply Curve

    The Moneywise Guys

    Play Episode Listen Later Feb 14, 2026 35:51


    The Moneywise Radio Show and Podcast Friday, February 13th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kimberly Price, Beautiful Bakersfield Awards Event Director website: https://beautiful.bakochamber.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kimberly Price and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    The Vancouver Life Real Estate Podcast
    Housing Is 37% More Affordable in Vancouver - But the Real Story Is What Comes Next

    The Vancouver Life Real Estate Podcast

    Play Episode Listen Later Feb 14, 2026 19:26


    Affordability in Vancouver has improved by roughly 37% from its 2023 peak. Monthly mortgage payments on an average home have fallen by about $1,500, dropping from roughly $5,600 to $4,100. That's a material shift, bringing affordability back to early-2022 levels. Historically, when affordability sat here, transaction volumes were meaningfully higher. While payments remain well above pre-pandemic norms, the direction of travel matters—and for buyers watching the market closely, this is the most constructive affordability backdrop in years.But beneath that surface improvement, cracks are forming. Developers—arguably the most forward-looking participants in housing—are pulling back sharply. Land sales, an early indicator of future housing supply, have collapsed well below historical norms. When developers stop buying land, it's rarely about today's headlines; it's a judgment call on whether prices, financing, and demand will justify risk years down the road. The implication is uncomfortable: fewer projects today guarantees tighter supply later, particularly as population growth and confidence eventually normalize.Employment data adds another layer of complexity. Canada's labor market is cooling, but not in the way past downturns looked. Job losses are emerging in traditional sectors, yet unemployment hasn't spiked because the workforce itself is shrinking—driven by retirements and slower population growth. That structural shift matters. Slower labor growth caps wage growth, which in turn limits housing demand over the long run. At the same time, uneven job creation across provinces may quietly redirect housing and rental demand to where employment is strongest.On the rental front, the story is finally turning for tenants. Asking rents have fallen for more than a year and recently hit multi-year lows, with Vancouver among the steepest declines. Yet even here, the rate of decline is slowing—hinting that rental markets may be approaching stabilization.Governments, facing slowing activity, are stepping in with incentives. Programs like Nova Scotia's ultra-low down payment initiative underscore a key theme of the episode: these policies are less a sign of strength than a response to economic fragility. They don't solve affordability at its root; they increase leverage in an already indebted system.Add rising home insurance costs—driven by aging housing stock and extreme weather—and the cost pressures on ownership and rental housing continue to build, even as headline prices soften.The takeaway is clear: today's market is defined by contradictions. Affordability is improving, but demand remains hesitant. Supply is being quietly choked off. Costs are shifting rather than disappearing. And interest rates, once the dominant force, may now be the least volatile variable.This episode isn't about calling a top or a bottom. It's about understanding where the next pressure points are forming—and why the decisions being made today may shape Canada's housing landscape for the next decade. _________________________________ Contact Us To Book Your Private Consultation:

    The Muni 360 Podcast from New York Life Investments
    Healthcare and Education Sector Technicals

    The Muni 360 Podcast from New York Life Investments

    Play Episode Listen Later Feb 13, 2026 3:27


    Supply and demand picture in these sectors Follow UsTwitter @NYLInvestmentsTwitter @MacKayMuniMgrsFacebook @NYLInvestmentsLinkedIn: New York Life InvestmentsLinkedIn: MacKay Municipal ManagersPresented by New York Life Investmentswww.newyorklifeinvestments.com MacKay Municipal Managers is a team of portfolio managers at MacKay Shields. MacKay Shields is 100% owned by NYLIM Holdings, which is wholly owned by New York Life Insurance Company. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Capital Spotlight
    Why We're Buying Less — And Why That's a Good Thing (NMHC 2026 Outlook)

    Capital Spotlight

    Play Episode Listen Later Feb 13, 2026 28:58


    In this episode of the LSCRE Podcast, Craig McGrouther sits down with Director of Acquisitions Brad Oliver to break down what really happened at NMHC, how 2025 unfolded, and where multifamily opportunities are forming in 2026.They discuss:Why Houston is leading the recoveryWhy Dallas remains selectiveWhy markets like Austin, San Antonio, and Phoenix are still working through oversupplyWhy foreclosure and distress don't automatically equal opportunityHow risk-adjusted returns matter more than deal volumeWhy LSCRE only closed two deals in 2025What types of deals lenders are finally forcing to marketAnd why Preserve at Copper Springs stands out as a rare, high-conviction acquisitionThis conversation pulls back the curtain on how institutional operators think about:✔ Market cycles✔ Supply & demand✔ Deal liquidity✔ Underwriting discipline✔ Downside protectionIf you're a passive investor, 1031 exchanger, or multifamily operator, this episode explains why patience, discipline, and location selection matter more than ever heading into 2026.Learn more about LSCRE:www.lscre.com

    Lake Effect: Full Show
    Friday 2/13/26: Data center basics, local blood supply, Friday the Thirteenth

    Lake Effect: Full Show

    Play Episode Listen Later Feb 13, 2026 51:22


    A new resource from WUWM covering the basics of data centers. The local need for blood donations following a cold snap. Legends surrounding Friday the Thirteenth, and its ominous place in our culture.

    Logistics Matters with DC VELOCITY
    Guest: Lisa DeNight of Newmark on the industrial real estate market on the rise; Thoughts on improving infrastructure; Striving for fast, dynamic execution

    Logistics Matters with DC VELOCITY

    Play Episode Listen Later Feb 13, 2026 20:22


    Our guest on this week's episode is Lisa DeNight, managing director and head of North American Industrial Research for Newmark. Before a company can manufacture and distribute a product, they need the proper building designed to house their operations. That is where the industrial real estate market comes in. Like the home real estate market there are ebbs and flows depending on the economy and other factors. But there are signs for hope in the industrial real estate market in 2026, as our guest shares the latest industry trends and research.This week The National Association of Manufacturers shared new research that shows that the lack of spending on our nation's infrastructure is affecting manufacturing across the country. NAM says that highway congestion and delays in freight carrying finished goods are having big impacts on our economy and that there is a need to invest further in our crumbling infrastructure. They suggest where to focus attention this year.Research released this week tracks a turning point in supply chain strategy as organizations start to prioritize speed of execution as their main source of competitive advantage these days. That's according to research from supply chain software provider Infios. The company surveyed 100 U.S.-based supply chain leaders and found that nearly 80% said fast, dynamic execution—rather than planning or visibility alone—is their best competitive weapon in today's volatile marketplace.Supply Chain Xchange  also offers a podcast series called Supply Chain in the Fast Lane.  It is co-produced with the Council of Supply Chain Management Professionals. A new series is now available on Top Threats to our Supply Chains. It covers topics including Geopolitical Risks, Economic Instability, Cybersecurity Risks, Threats to energy and electric grids; Supplier Risks, and Transportation Disruptions  Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:NewmarkNAM asks Congress for greater infrastructure spending Supply chain trade groups cheer congressional progress on infrastructure billReport: Speed and connection create supply chain advantageVisit DC VelocityVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comThis podcast episode is sponsored by: WernerOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITY

    Pure Pawsitivity™️
    The Truth About Biodegradable Poop Bags w Greenline Pet Supply. #poop #petwellness #dogpoop #clean

    Pure Pawsitivity™️

    Play Episode Listen Later Feb 13, 2026 41:01


    ♻️ The full episode is officially LIVE.In this conversation, we sit down with Jennifer from Greenline Pet Supply (aka the Poop Bag Girl) to break down the real difference between biodegradable vs compostable poop bags — and why it matters more than most people think.We talk about:• U.S. lab testing & real biodegradability• What actually happens in landfills• American sourcing whenever possible• Handmade waste bags made from recycled concert banners• Supporting small, independent businesses nationwideGreenline has been doing this the right way for over a decade — no shortcuts, no greenwashing, just integrity.At Pure Pawsitivity™, every brand in our shop has either been on our podcast or is scheduled to be. Transparency matters to us — from pet food ingredients to non-toxic toys… all the way down to poop bags.We proudly carry Greenline products in our shop in Fountain Hills and online.Pre-orders are open for their handmade banner waste bags (each one is unique).Shop in-store, order online, or schedule pickup — whatever works best for you.

    Grain Markets and Other Stuff
    US and China to Extend Truce - MORE Soybean and Sorghum Purchases??

    Grain Markets and Other Stuff

    Play Episode Listen Later Feb 12, 2026 12:00


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

    Capital Gains Tax Solutions Podcast
    Why Supply is the Real Secret in Multifamily Investing with Dwight Dunton

    Capital Gains Tax Solutions Podcast

    Play Episode Listen Later Feb 12, 2026 40:55


    Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Linked In

    Talking Manhattan
    Regulation, Supply, and the 99-Unit Rule with Robert Rahmanian & Louis Adler

    Talking Manhattan

    Play Episode Listen Later Feb 12, 2026 21:58


    Today, Noah and John sit down with Louis Adler and Robert Rahmanian of REAL New York to break down what's really happening in the Manhattan market right now. From a rental market that's critically undersupplied to the ripple effects of 485-x replacing 421-a, the guys explain why new development pipelines are thinning — and why rents likely aren't coming down anytime soon. They dive into office-to-residential conversions, the future of Midtown and FiDi, amenity wars in luxury rentals, and the widening gap between renting and buying. Plus, they share how they built a 2,000+ unit pipeline, why conversions are the “flavor of the month,” and the one piece of advice they'd give their younger selves. If you want boots-on-the-ground intel from operators in the trenches, this is it! ==== ✅ Stay Connected With Us:

    Dial P for Procurement
    Sanctioned at Sea: Addressing the Shadow Fleet

    Dial P for Procurement

    Play Episode Listen Later Feb 12, 2026 17:22


    "Shipping in 2026 is going to get darker." - Michelle Wiese Bockmann, Senior Maritime Intelligence Analyst, Windward  Right now, somewhere between 900 and 2,000 aging oil tankers are operating in the shadows. They are carrying sanctioned crude from Russia, Iran, and Venezuela. This so-called "shadow fleet" often sails under false flags, spoofs its locations, turns off monitoring systems, transfers their cargo at sea, and sometimes operates without insurance. These dangerous vessels are increasingly being boarded, seized, escorted into port, and tied up in court, but enforcement at sea is messy, expensive, and legally complex.  One company… GMS… thinks they have an answer. They believe they can scrap about 100 of these seized, sanctioned ships annually - if (and it is a big IF) they are given permission by the U.S. Treasury to acquire them. In this episode of the Art of Supply podcast, Kelly Barner explores three interconnected questions: What is actually being done to get shadow fleet tankers off the water? What happens to the ships — and the oil, and the crew — after they are seized? And what are the second- and third-order effects for global shipping markets, risk, and supply chains? Links: Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

    Shawano Baptist Church Podcast
    God's Abundant And Ready Supply Of Forgiveness

    Shawano Baptist Church Podcast

    Play Episode Listen Later Feb 12, 2026 25:15


    Wednesday evening sermon from the pulpit of Shawano Baptist Church

    Ransquawk Rundown, Daily Podcast
    US Market Open: US equity futures broadly in the green; China's MOFCOM announces a tariff of up to 11.7% (prev. 42.7%) on EU dairy products

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Feb 12, 2026 2:50


    China's Commerce Ministry announces a tariff of up to 11.7% (prev. 42.7%) on EU dairy products; effective from February 13th.European equities broadly in the green; Financials lead as Schroders (+28.5%) gets acquired by Nuveen; US equity futures are entirely in the green.G10s mostly firmer against the USD; AUD takes a slight breather.Gilts lead after soft GDP though BoE pricing largely unaffected; USTs tread water ahead of Friday's CPI.WTI and Brent trade slightly lower as geopolitics remain quiet; IEA cut 2026 global oil demand growth and nudged lower supply growth forecasts.Looking ahead, highlights include US Weekly/Continuing Claims, Existing Home Sales (Jan), EU Informal Leaders Retreat, Speakers including ECBʼs Lane & Nagel, BoCʼs Rogers, Supply from the US, Earnings from Applied Materials, Arista Networks, Vertex Pharmaceuticals, Howmet Aerospace, Coinbase & American Electric Power.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Sinica Podcast
    Brookings' Patricia Kim Takes Stock of Trump's Second-Term China Policy

    Sinica Podcast

    Play Episode Listen Later Feb 11, 2026 64:36


    This week on Sinica, I speak with Patricia Kim, a Fellow at the Brookings Institution's John L. Thornton China Center, where she focuses on U.S. policy toward China and the broader Asia Pacific. One year into Donald Trump's second term, Pattie and her colleague Joyce Yang have published a comprehensive Brookings assessment titled "Making America Great Again? Evaluating Trump's China strategy at the one-year mark," which examines whether the administration's stated objectives on reindustrialization, AI leadership, strategic dependence, and global standing are actually being met. We discuss the paradox of Trump's China policy (which is surprising consistency in goals despite the absence of a formal strategy document), with its mixed results on economic rebalancing and supply chain security, the troubling deterioration in U.S.-China diplomatic and military channels, and why the administration's approach to allies and partners may be undermining its own objectives. Pattie brings analytical discipline and empirical rigor to debates that are often long on rhetoric and short on evidence, cutting through a lot of noise to assess what's actually working, what isn't, and where the strategy is running up against reality.4:45 – Does Trump have a China strategy? Consistency without a formal framework8:15 – Assessing the economic rebalancing goals: reindustrialization and tariffs15:30 – Technology competition: export controls and AI leadership23:45 – Supply chain security and strategic dependence challenges31:20 – The deterioration of diplomatic and military-to-military channels39:50 – The ally and partner problem: how Trump's approach undermines his own goals47:15 – Global standing and American credibility in the Trump era52:30 – Paying it forward: The Lost in Translation series at BrookingsPaying it forward:Lost in Translation Series (Brookings Global China Project)Recommendations:Pattie: To Dare Mighty Things by Michael O'HanlonKaiser: Stalingrad by Vasily GrossmanSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Becker’s Healthcare Podcast
    Driving Value Through Strategic Supply Chain Leadership at RWJBarnabas Health

    Becker’s Healthcare Podcast

    Play Episode Listen Later Feb 11, 2026 17:11


    In this episode, Bob Taylor, Senior Vice President of Supply at RWJBarnabas Health, discusses how rigorous contracting, capital standardization, and deep partnership with clinicians and business leaders are driving meaningful value across the system. He also shares how supply chain teams are preparing for future headwinds like tariffs, technology demand, and growth through system expansion.

    Cybersecurity Where You Are
    Episode 174: 2026 Cybersecurity Predictions from CIS — Pt 2

    Cybersecurity Where You Are

    Play Episode Listen Later Feb 11, 2026 38:45


    In episode 174 of Cybersecurity Where You Are, Sean Atkinson and Tony Sager sit down with Kyle Leonard, Cyber Threat Intelligence Analyst at the Center for Internet Security® (CIS®), and Randy Rose, VP of Security Operations & Intelligence at CIS. Together, they continue their discussion of 2026 cybersecurity predictions from seven CIS experts, as shared on the CIS website.Here are some highlights from our episode:02:00. How cross-platform campaigns are becoming the norm03:09. Threat actors' use of generative artificial intelligence (GenAI) to expand their attacks and gain efficiencies05:08. The blurring line of what separates today's script kiddies from nation-state threat actors07:47. Fully autonomous malware: in the realm of possibility but not here yet13:19. How specialization in the criminal ecosystem requires us to rethink analysis itself16:07. Shrinking dwell time: a product of the democratization of complex tools' availability18:02. The effective use of social engineering to lower threat actors' operational costs19:20. Malware's increasing use of trusted infrastructure to thwart cyber defenses20:25. The use of behavioral analysis to apply bottleneck security mechanisms22:40. Evolving threat actors' tradecraft: pseudo-random subdomains, GenAI models, and SEO poisoning26:39. What trust looks like today: something that's dynamic and negotiated at a moment's notice31:25. Supply chain attackers' pivot to edge device vendors and security appliance makers33:43. The ongoing work of CIS to support state and local governments' cybersecurity effortsResourcesEpisode 169: 2026 Cybersecurity Predictions from CIS — Pt 1The Evolving Role of Generative Artificial Intelligence in the Cyber Threat LandscapeSurge of QakBot Activity Using Malspam, Malicious XLSB FilesActive Lumma Stealer Campaign Impacting U.S. SLTTsEpisode 173: Scammer Jousting as Human Risk ManagementClickFix: An Adaptive Social Engineering TechniqueImpact of Federal Funding Cuts to the Value of MS-ISAC CTIEpisode 157: How a Modern, Mission-Driven CIRT OperatesIf you have some feedback or an idea for an upcoming episode of Cybersecurity Where You Are, let us know by emailing podcast@cisecurity.org.

    The Michael Yardney Podcast | Property Investment, Success & Money
    Property Investing: 20 Years Later: What Still Works (and What Doesn't) with Ken Raiss

    The Michael Yardney Podcast | Property Investment, Success & Money

    Play Episode Listen Later Feb 11, 2026 47:04


    Today Ken Raiss and I reflect on the evolution of property investment over the past two decades, discussing significant changes in demographics, market conditions, and more importantly, what hasn't changed.   Because if you understand that, you'll be far better positioned to thrive in the next property cycle.   Takeaways   Investing in property requires a long-term perspective. Demographic shifts significantly influence property demand. Supply constraints are a growing challenge in the housing market. Technology is changing how we approach property investment. Intergenerational wealth transfer is becoming more common. Government regulations are impacting property investment strategies. Strategic planning is essential for successful investing. Understanding market cycles is crucial for investors. The importance of location in property investment remains unchanged. Investors need to adapt to changing market conditions.   Links and Resources:   Answer this week's trivia question here - https://www.propertytrivia.com.au/ ·        Win a hard copy of What Every Property Investor Needs To Know About Finance, Tax And The Law ·        Everyone wins a copy of a fully updated property report – What's ahead for property for 2026 and beyond.   Join Ken Raiss and Michael Yardney, plus a team of experts, at Wealth Retreat 2026 on the Gold Coast in May. Find out more about it here and register your interest www.wealthretreat.com.au It's Australia's premier event for successful investors and business people.   Michael Yardney   Get the team at Metropole to create a Strategic Wealth plan for your needs. Click here and have a chat with us     Ken Raiss, Director of Metropole Wealth Advisory     Get a bundle of eBooks and Reports at: www.PodcastBonus.com.au      Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future.

    People Places Planet Podcast
    A New Era? Private Sector Leadership in Environmental Law

    People Places Planet Podcast

    Play Episode Listen Later Feb 11, 2026 43:06


    Is environmental law entering a new era—one defined not just by regulation and litigation, but also by implementation, incentives, and private-public partnerships?In this episode of People, Places, Planet, host Sebastian Duque Rios is joined by Roger Martella (Chief Corporate Officer and Chief Sustainability Officer at GE Vernova), Mike Vandenbergh (Professor of Law, Vanderbilt University), and Linda Breggin (Senior Attorney at the Environmental Law Institute) to examine how climate and environmental governance is evolving amid political gridlock and regulatory uncertainty.Building on Martella's 2024 law review article, the panel traces three eras of environmental law and explores the growing role of private environmental governance—driven by corporate investment, supply chains, investor pressure, and accountability to employees and customers. They discuss the risks and realities of greenwashing, what this shift means for environmental professionals, and how large-scale capital deployment is shaping the energy transition and climate action today. Join us for a forward-looking conversation for environmental professionals navigating the future of environmental law and policy.A new era of environmental law? (05:04)From government-led action to private environmental governance (11:24)What this means for environmental practitioners and students (17:43)Private action in energy and the global climate strategy (21:06)Motivating private sector leadership (33:06)Supply chains as governance tools (36:26) ★ Support this podcast ★

    Time For Pie
    A Lifetime Supply of Lubricant (thanks?) Time for Pie #139

    Time For Pie

    Play Episode Listen Later Feb 10, 2026 63:01


    The crew riffs on merch culture, sticker obsession, and why cool packaging matters more than it should — while also veering into Super Bowl food logic, travel plans, whiskey ownership, horror-movie horniness, gaming nostalgia, tech rage, and the creeping sense that the world is run by demons with email accounts.HOT SALT is now available in BRCC locations nationwide and as always online at https://firecracker.farm Use code: MILK online for 10% offHead to TurtleBeach.com and use Code PIE for 10% off your entire order. That's 10% off your order at turtle beach dot com with promo code PIE.Let's level up your nicotine routine with Lucy. Go to Lucy.co/PIE and use promo code (PIE) to get 20% off your first order. Lucy has a 30-day refund policy if you change your mind.Upgrade your sleep—or give the gift of better rest.Go to TryMiracle.com/PIE to try Miracle Made sheets today. You'll save over 40%, and when you use promo code PIE, you'll get an extra 20% off plus a FREE 3-piece towel set.They make an amazing gift, and with a 30-day money-back guarantee, there's no risk

    The John Batchelor Show
    S8 Ep423: Jim McTague reveals a mysterious worldwide shortage of cod discovered at a Lancaster Costco, noting skyrocketing prices and a puzzling lack of coverage by major newspapers investigating the supply disruption.

    The John Batchelor Show

    Play Episode Listen Later Feb 6, 2026 1:25


    Jim McTague reveals a mysterious worldwide shortage of cod discovered at a Lancaster Costco, noting skyrocketing prices and a puzzling lack of coverage by major newspapers investigating the supply disruption.1942 ARMISTICE DAY, LANCASTER PA