Podcasts about Supply

MOVE SUPPLY CHAINPay less for COGS, get shorter lead times, and improve payment terms in your supply chain with help from Move Supply Chain at https://⁠movesupplychain.com⁠.INTELLIGEMSIntelligems brings A/B testing to business decisions beyond copy and design. Test your pricing, shipping charges, free shipping thresholds, offers, SaaS tools, and more by clicking here: https://bit.ly/42DcmFl. Get 20% off the first 3 months with code FARIS20.//Roman Khan isn't just building brands—he's building machines that generate real, distributable cash. In this episode of the AJF Podcast, Roman reveals the systems behind Peak 21's success, including the overlooked levers in supply chain that drive margins, profitability, and growth.If you're a 7–9 figure founder struggling with inventory, margin compression, or scaling profitably—this conversation is a goldmine. Learn why your supplier might be your best financing partner, how a granular bill of materials changes everything, and how Roman's team of 40 in Asia turns under-optimized brands into lean, cash-rich operations.Topics include:- Supply chain as a growth engine (not a bottleneck)- Payment terms, BOMs, and price breaks that fund scale- How Roman avoids debt while growing 50%+ YoY- Why most DTC brands never reach escape velocity- What it takes to actually exit a brandWhether you're looking to scale profitably or exit smart, this episode will shift how you think about operations.//CHAPTER TITLES:00:02:08 - What Is Peak 21?00:07:55 - Process of Vetting A Company For Acquisition00:16:54 - Your Sub $10 Million Revenue Business Should Do This00:30:17 - Supply Chain In Hong Kong00:38:15 - What Is Hot On Roman's Radar for DTC//Roman Khan is the Founder and CEO of Peak21, an ecommerce aggregator doing more than $300M/year in revenue. Follow Roman on X at https://x.com/RomanEcom and inquire about partnering with Peak21 at https://peak21.io. //SUBSCRIBE TO MY CHANNEL FOR 2X/WEEKLY UPLOADS!//ADMISSIONGet the best media buying training on the Internet + a free coaching call with Common Thread Collective's media buyers when you sign up for ADmission here: ⁠https://www.youradmission.co/andrew-faris-podcast⁠//FOLLOW UP WITH ANDREW X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/andrewjfaris ⁠Email: podcast@ajfgrowth.comWork with Andrew: ⁠https://ajfgrowth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this Retail Retold Replay, Chris Ressa dives into the winding path of a complex lease deal at a DLC shopping center in Cheektowaga, NY — where Five Below ultimately took the space, but not before a rollercoaster of negotiations, tenant terminations, and lessons in legal vs. physical possession.The story starts with Office Depot downsizing, a prospective tenant backing out, and ends with a successful Five Below opening. Along the way, you'll hear why contingencies in commercial real estate deals are everything — and how timing, relationships, and flexibility can turn a near-miss into a win.A must-listen for anyone in leasing, development, or deal-making.Takeaways:Buy now, pay later options are on the rise and appealing to younger consumers, and retailers are investing heavily in buy now, pay later platforms.Supply chain challenges can vary based on ordering behaviors. Retailers who continued ordering during the pandemic are better positioned.Five Below's entry into Cheektowaga, NY involved complex negotiations.Possession in commercial real estate can be legally defined but physically contested.The importance of having tenants who are committed to their locations.Understanding the contingencies in real estate agreements is crucial.Chapters00:00 Introduction to Retail Retold02:47 The Buy Now, Pay Later Craze05:40 Supply Chain Insights08:20 The Five Below Story

The money EXPERT himself, Mark Moss, discusses the truth about how the wealthy think about money, versus the poor. This is vital information to know in 2025. Mark discusses the quantum leaps of innovation and how we are at the beginning of another 50 year cycle. It was a pleasure to interview Mark Moss on these topics and to hear some of his secrets to wealth, understanding Bitcoin, and how to make it in business in the 21st century digital economy. You can follow Mark on YouTube here:  @1MarkMoss  Find Mark on Twitter here: https://x.com/1MarkMoss

One of the largest food shipper bankruptcies in recent years involves Del Monte Foods filing for Chapter 11, impacting logistics providers like Uber Freight, which is owed $9 million. While pre-bankruptcy amounts are unsecured and repayment remains uncertain, there's hope that post-filing services may be paid more promptly under tighter court oversight and credit restraints. The U.S. Postal Service has expanded new delivery standards nationwide in its second phase, aiming to boost efficiency and slash costs by an estimated $36 billion over the next decade. This revamp involves consolidating facilities, eliminating redundant trucking trips, and streamlining mail processing, adapting to a dramatic shift in mail volume. On a more alarming note, recent weeks have seen over $31 million worth of illegal drugs seized at U.S. and Canadian border ports from commercial shipments. Supply chain risk firm Overhaul also assisted in recovering stolen rail freight cargo in California and Illinois, highlighting ongoing challenges of cargo theft. Let's turn to fuel prices, where benchmark diesel prices have cooled off after a spike linked to geopolitical fears, declining by nearly 5 cents per gallon to $3.727/gallon. Interestingly, diesel is trading in backwardation, where the front-month price is higher than later months, indicating tight inventory conditions and making its prices more sensitive than crude oil. Moving to the workforce, new data reveals truck driver wage growth is slowing in 2025 after strong increases in 2021 and 2022, projected to slow further to less than 1% during early 2025. This cooling is driven by reduced demand for drivers and a broader slowdown in national wage growth, despite non-fuel operational costs for trucking hitting record highs. Finally, experts agree that constant, overlapping disruptions have reshaped the global trade environment into a new normal, termed "compound disruptions". Building resilient supply chains in this era requires foresight, agility, a digital-first mindset, and enhanced collaboration between shippers and carriers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Supply, Stalemate, and Strategy: A Data-Centric View on U.S. Housing with Chris Nebenzahl   Locked-In America: The Housing Market's Great Stall The U.S. housing market isn't just tight, it's inert. As Chris Nebenzahl, Housing Economist at John Burns Research and Consulting, puts it, America is experiencing a “lock-in effect” where millions of homeowners, beneficiaries of sub-3% mortgages from a prior era, have no incentive to move. Transactions, both in the for-sale and rental segments, are stalling. Inventory is constrained by economic rationality, not lack of demand. “The housing market thrives on constant moves,” Nebenzahl says. “But right now, across the housing spectrum, people are locked in.”   The result: record-low turnover in single-family and multifamily rentals, with occupancy propped up by immobility rather than expansion. In such a frozen ecosystem, prices remain surprisingly buoyant despite high rates – a divergence from textbook supply-demand dynamics.   The 5.5% Mortgage Threshold: A Reopening Trigger? The most actionable insight from Nebenzahl's research: housing won't truly unfreeze until mortgage rates return to a “magic number” of approximately 5.5%. That's the psychological and financial line at which the lock-in effect starts to meaningfully ease, based on historical demand models and borrower behavior.   With mortgage rates stuck between 6.5% and 7.5%, this still feels a long way off. Until that number is achieved, or until housing prices decline significantly, mobility will remain stifled. Notably, certain regions such as Florida, Texas, Arizona, and Tennessee are already seeing modest price declines, indicating that some pressure is starting to break through.   But Nebenzahl is clear: this isn't a repeat of 2008. “Nationwide, I think we'll see maybe a 1–2% decline in home values. We're nowhere near GFC territory,” he says. The real estate crash of yesteryear was a systemic event; today's stalling is more friction than fissure.   Bifurcation in Geography and Performance The story of U.S. housing is increasingly one of regional divergence. “It's a tale of two markets,” Nebenzahl observes. Northeast, Midwest, parts of the West Coast: Supply remains tight, pricing is stable or even rising, and rent growth is positive particularly in cities like Boston, Chicago, and San Francisco. Sunbelt metros like Austin, Dallas, Denver, Nashville: Facing ongoing rent declines and incentives as a wave of multifamily supply catches up with (and briefly outpaces) demand. What's driving this? In one word: inventory. “Austin, for example, has seen the most supply as a percentage of existing stock. That's softened rents, even though demand remains strong.”   The Quiet Strength of Rentals Despite oversupply in some markets, multifamily is holding up. Rents have stabilized, absorption remains healthy, and rent-to-income ratios are generally favorable. Nationwide, that ratio sits around 25%, well below the 30% threshold for ‘rent burden.' Even in supply-saturated markets like Austin, ratios hover near 20%, laying a foundation for recovery.   Why this resilience? A few reasons: Affordability gap: With for-sale housing out of reach for many due to both price and interest rates, renting becomes the only viable option. Mobility hedge: In uncertain economic times, the flexibility of a 12-month lease is more appealing than a 30-year mortgage. Demographic tailwinds: New household formation, though potentially threatened by labor market softness, is still skewing towards rentals. “The lion's share of household formation is going into rental,” Nebenzahl says. “Because of affordability challenges, and because people are hesitant to make long-term commitments.”   Cracks in the Foundation: Where Distress May Surface Still, there are stress points, especially in assets underwritten in the froth of 2021. “I'd be watching older vintage assets in oversupplied markets,” he says. “Many of those were acquired with floating rate debt and pro formas that didn't anticipate interest rates going from 0% to 5.5% overnight.”   These deals are now colliding with debt maturities, declining rents, and underwriting models that assumed permanent appreciation. That said, he does not forecast widespread defaults – more likely, selective distress in marginal players.   Risks on the Horizon: Immigration, Labor, and Fragility Beyond rates and rent rolls, Nebenzahl highlights three structural risks that CRE professionals should monitor closely: Immigration policy: Rental demand and construction labor both depend heavily on immigrant populations. Recent restrictions, including H1-B visa tightening and deportations, have had a measurable cooling effect. “Immigrants rent across the income spectrum,” he notes. “A slowdown hits both the demand side and the build (supply) side.” Aging trades workforce: With fewer young workers entering skilled trades, the industry faces a slow-burning capacity problem. The average age of electricians, plumbers, and roofers is steadily rising, and backfilling this labor pool remains an unsolved challenge. Tariffs and supply chain volatility: Tariffs on building materials could push up construction costs 2–3%, and as Nebenzahl notes, those costs would disproportionately impact steel-heavy high-rise multifamily more than low-rise SFR or garden-style.   Monetary Fog: The Fed, Rates, and Global Perception Much of the future, however, depends on interest rates and here Nebenzahl expresses qualified caution. While he believes we are “above neutral” levels now, he doesn't expect a return to near zero interest rates. “Even in a mild recession, I don't see the 10-year Treasury falling below 3–3.5%,” he says.   But more troubling is what he calls the “qualitative fog”: rising geopolitical tension, politicization of monetary policy, and eroding investor trust in American stability. “We're hearing less ‘there is no alternative' about the U.S.,” he says. “Foreign capital is pausing. Not exiting – but pausing.” That loss of automatic confidence in U.S. housing and Treasuries could ripple through cap rates and investment demand far more than a 25-basis-point Fed decision.   What to Watch: Nebenzahl's Key Indicators For professionals managing exposure in this market, Nebenzahl advises watching: Job growth – Still the most reliable proxy for household formation. Household formation – Where people are forming new households, rentals are likely to benefit. Treasury market confidence – A real-time referendum on U.S. economic credibility.   Final Thoughts: Where He'd Put $1 Million Today Asked how he'd allocate $1M today, Nebenzahl doesn't hesitate: “I'd split it between Midwest and Sunbelt rentals, multifamily and build-to-rent.”   He's not holding cash. He's not forecasting a crash. He's betting on rental fundamentals and long-term demographic logic.   “There's dry powder waiting to be deployed,” he concludes. “And multifamily is still one of the most institutionally resilient plays in U.S. real estate.”   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

APAC stocks were mixed following a similar handover from the US where participants digested data, trade commentary and a slew of central bank rhetoric.US President Trump said he doubts the US will have a deal with Japan but will possibly have an agreement with India.US Senate narrowly passed President Trump's sweeping tax and spending bill; House to vote by Thursday "at the latest".European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.6% after the cash market closed with losses of 0.4% on Tuesday.DXY is modestly firmer, JPY narrowly lags on negative trade headlines, EUR/USD is lingering just below the 1.18 mark.Looking ahead, highlights include EU & Italian Unemployment Rate, US Challenger Layoffs, ADP National Employment, Canadian Manufacturing PMI, NBP Policy Announcement, ECB's de Guindos, Cipollone, Lane, Lagarde & BoE's Taylor, Supply from UK & Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

One of the largest food shipper bankruptcies in recent years involves Del Monte Foods filing for Chapter 11, impacting logistics providers like Uber Freight, which is owed $9 million. While pre-bankruptcy amounts are unsecured and repayment remains uncertain, there's hope that post-filing services may be paid more promptly under tighter court oversight and credit restraints. The U.S. Postal Service has expanded new delivery standards nationwide in its second phase, aiming to boost efficiency and slash costs by an estimated $36 billion over the next decade. This revamp involves consolidating facilities, eliminating redundant trucking trips, and streamlining mail processing, adapting to a dramatic shift in mail volume. On a more alarming note, recent weeks have seen over $31 million worth of illegal drugs seized at U.S. and Canadian border ports from commercial shipments. Supply chain risk firm Overhaul also assisted in recovering stolen rail freight cargo in California and Illinois, highlighting ongoing challenges of cargo theft. Let's turn to fuel prices, where benchmark diesel prices have cooled off after a spike linked to geopolitical fears, declining by nearly 5 cents per gallon to $3.727/gallon. Interestingly, diesel is trading in backwardation, where the front-month price is higher than later months, indicating tight inventory conditions and making its prices more sensitive than crude oil. Moving to the workforce, new data reveals truck driver wage growth is slowing in 2025 after strong increases in 2021 and 2022, projected to slow further to less than 1% during early 2025. This cooling is driven by reduced demand for drivers and a broader slowdown in national wage growth, despite non-fuel operational costs for trucking hitting record highs. Finally, experts agree that constant, overlapping disruptions have reshaped the global trade environment into a new normal, termed "compound disruptions". Building resilient supply chains in this era requires foresight, agility, a digital-first mindset, and enhanced collaboration between shippers and carriers. Learn more about your ad choices. Visit megaphone.fm/adchoices

It's Ticked Off Tuesday and Jared is coming in hot from sunny Portugal (in spirit). This week's gripes include geography snobs nitpicking Connecticut towns, a landlord who thinks a Home Depot bucket is a toilet replacement, and a 5K race that rewarded victory with... six pancake coupons. Jared also roasts email evaders and golf cart speed demons mowing down frogs like it's a twisted version of Mario Kart. Plus, big tour news and a brand-new hour of comedy on the way. Tune in for righteous complaints, sharp takes, and all the cathartic laughs you didn't know you needed.

How are ongoing conflicts reshaping fertilizer and energy markets around the world?   Find out with Mike Howell and Nutrien Senior Manager of Market Research, Mark Tully. Explore how energy prices and fertilizer supplies have changed as a result of ongoing conflict in the Middle East - one of the most important regions in fertilizer production.   From losing half a million tons of prompt fertilizer supply to the closure of major production facilities, we uncover it all.   Take a closer look at both immediate and long-term impacts for producers and importers, including changing urea prices and nitrogen supplies, and how the potential closure of the Strait of Hormuz could impact global availability.   Looking for the latest in crop nutrition research? Visit nutrien-ekonomics.com   Subscribe to our YouTube channel: https://www.youtube.com/@NutrieneKonomics

The U.S. housing market appears to be stuck. Our co-heads of Securitized Product research, Jay Bacow and James Egan, explain how supply and demand, as well as mortgage rates, play a role in the cooling market.Read more insights from Morgan Stanley.----- Transcript -----James Egan: Welcome to Thoughts on the Market. I'm Jim Egan, co-head of Securitized Products Research at Morgan Stanley.Jay Bacow: And I'm Jay Bacow, the other co-head of Securitized Products Research at Morgan Stanley. And after getting through last week's blistering hot temperatures, today we're going to talk about what may be a cooling housing market. It's Monday, June 30th at 2:30pm in New York. Now, Jim, home prices. We just got another index. They set another record high, but the pace of growth – the acceleration as a physicist in me wants to say – appears to be slowing. What's going on here?James Egan: The pace of home price growth reported this month was 2.7 percent. That is the lowest that it's been since August of 2023. And in our view, the reason's pretty simple. Supply is increasing, while demand has stalled.Jay Bacow: But Jim, this was a report for the spring selling season. I know we got it in June, but this is supposed to be the busiest time of the year. People are happy to go around. They're looking at moving over the summer when the kids aren't in school. We should be expecting the supply to increase. Are you saying that it's happening more than it's anticipated?James Egan: That is what we're saying. Now, we should be expecting inventories today to be higher than they were in, call it January or February. That's exactly the seasonality that you're referring to. But it's the year-over-year growth we're paying attention to here. Homes listed for sale are up year-over-year, 18 months in a row. And that pace, it's been accelerating. Over the past 40 years, the pace of growth from this past month was only eclipsed one time, the Great Financial Crisis.Jay Bacow: [sighs] I always get a little worried when the housing analyst brings up the Great Financial Crisis. Are you saying that this time the demand isn't responding?James Egan: That is what we're saying. So, through the first five months of this year, existing home sales are only down about 2 percent versus the first five months of 2024. So they've basically kind of plateaued at these levels. But that also means that we're seeing the fewest number of transactions through May in a calendar year since 2009. And that combination of easing inventory and lackluster demand, it's pushed months of supply back to levels that we haven't seen since the beginning of this pandemic. Call it the fourth quarter of 2019, first quarter of 2020, right before inventory has really plummeted to historic lows.Jay Bacow: All right, so 2009, another financial crisis reference. But you're also – you're speaking around a national level, and as a housing analyst, I feel like you haven't really spoken about the three most important factors when we think about things which are: Location. Location. And location.James Egan: Absolutely. And the deceleration that we're seeing in home price growth – and I would point out it is still growth – has been pervasive across the country. Year-over-year, HPA is now decelerating in 100 percent of the top 100 MSAs, for which we have data. In fact, a full quarter of them, 25 percent of these cities are now actually seeing prices decline on a year-over-year basis. And that's up from just 5 percent with declining home prices one year ago.Jay Bacow: As a homeowner, I do like the home price growth. And is it the same story when you look more narrowly around supply and demand?James Egan: So, there might be some geographical nuances, but we do think that it largely boils down to that. Local inventory growth has been a very good indicator of weaker home price performance, particularly the level of for-sale inventory today versus that fourth quarter of 2019. If we look at it on a geographic basis, of 14 MSAs that have the highest level of inventory today compared to 2019, 11 of them are in either Florida or Texas. On the other end of the spectrum, the cities where inventory remains furthest away from where it was four and a half years ago, they're in the Northeast, they're in the Midwest.Jay Bacow: As somebody who lives in the Northeast, I'd like to hear that again. But you're also; you're quoting existing prices, which that's been the outperformer in the housing market. Right?James Egan: Exactly. New home prices have actually been decreasing year-over-year for the past year and a half at this point. It's actually brought the basis between new home prices, which tend to trade at a little bit of a premium to existing sales; it's brought that basis to its tightest level that we've seen in at least 30 years. And that's before we take into account the fact that home builders have been buying down some of these mortgage rates. But Jay, you've recently done some work trying to size this.Jay Bacow: Yeah. First it might help to explain what a buydown is.A home builder might have a new home listed at say, $450,000. And with mortgage rates in the context of about 6.5 percent right now, the home buyer might not be able to afford that, so they offer to pay less. The home builder – often many of them also have an origination arm as well. They'll say, you know what? We'll sell it to you at that $450,000, but we'll give you a lower mortgage rate; instead of 6.5 percent, we'll sell it to you for $450,000 with a 5 percent mortgage rate. Then maybe the home buyer can afford that.James Egan: And so, new home prices are actually coming down. And by that we're specifically referring to the median price of new home transactions. They're falling despite the fact that these buy downs might be influencing prices a little bit higher.Jay Bacow: Right. And when we look at how often this is happening, it's a little actually hard to get it from the data because they don't have to report it. But when we look at the distribution of mortgage rates in a given month – prior to 2022, there were effectively no purchase loans that were originated less than one point below the prevailing mortgage rate for a given month.However, more recently we're up to about 12 percent of Ginnie Mae purchases, and those are the more credit constrained borrowers that might have a harder time buying a home. And about 5 percent of conventional purchase loans are getting originated with a rate 1 percent below the outstanding marketJames Egan: And so, this might be another sign that we're seeing a little bit of softening in home prices. But what are the implications on the agency mortgage side?Jay Bacow: I would say there's probably two things that we're keeping an eye out on. Because these are homeowners that are getting below market rate, the investors are getting a below market coupon. And because they're getting sold at a discount, they don't want that, but they're going to stay around for a while. So, investors are getting these rates that they don't want for longer.And then the other thing you think about from the home buyer perspective is, you know, maybe they – it's good for them right now. But if they want to sell that home, because they're getting a below market mortgage rate, they bought the home for maybe more than other people would've. So, unless they can sell it with that mortgage attached, which is very difficult to do, they probably have to sell it for a lower price than when they bought it.Now Jim, what does all this mean for home prices going forward?James Egan: Now, when we think about home prices, we're talking about the home price indices, right? And so those are going to be repeat sales. It's going to, by definition, look at existing prices and not necessarily the dynamics we're talking in the new home price market.Jay Bacow: Okay, so all this builder buy down stuff is interesting for what it means for new home prices – but doesn't impact all the HPA indices that you reference.James Egan: Exactly, and at the national level, despite what we've been talking about on this podcast, we do think that home prices remain more supported than what we are seeing locally. Inventory is increasing, but it also remains near historically low levels. Months of supply that I mentioned at the top of this podcast, it's picked up to the highest level it's been since the beginning of this pandemic. We're also talking about four to four and a half months of supply. Anything below six is a tight environment that has been historically associated with home prices continuing to climb.That's why our base case is for positive HPA this year. We're at +2 percent. That's slower than where we are now. We think you're going to continue to see deceleration. And because of what we're seeing from a supply and demand perspective, we are a little bit more skewed to the downside in our bear case. Instead of that +2, we're at -3 percent than we are towards the upside in our bull case. Instead of that plus two, we're at plus 5 percent in the bull case. So slower HPA from here, but still positive.Jay Bacow: Well, Jim, it's always a pleasure talking to you, particularly when you're highlighting that the home price growth is going to be stronger in the place where I own a home.James Egan: Pleasure talking to you too, Jay. And to all of you listening, thank you for listening to another episode of Thoughts on the Market. Please leave a review or a like wherever you get this podcast and share Thoughts on the Market with a friend or colleague today.Jay Bacow: Go smash that subscribe button.

We've pulled back the curtain before on some of the insane lore of California's industry, but never with multiple guests who lived the legacy alongside more recent players that are taking over while paying proper respect to the OGs. This is an extremely rare discussion between big dogs with endless skin in the game and countless adversities faced that drive their success today.Blackleaf is joined back at the FSOTD studio by JD from Trinity Association/Domain Miel, Dustin (once again) from Watson Supply, along with none other than Sha Bud of 707 Seedbank and his partner on Automatic Genetics to discuss the game, talking genetics, pheno hunts, and selections for massive monocrops at length, Autos vs F1s and how to create S5s, as well as the best places to set up shop internationally right now, diving deep into the infrastructure of Colombia, Brazil, and the bubbling hash community in Costa Rica. We seldom get guests in the studio with as much international experience as the 707 Grows team, so you know we had to go global with some of the discussions.707 Seedbank is a

Global supply chains are in trouble, driven by crises due to tariffs, geopolitical shocks and Middle East instability, according to the latest survey carried out by CIPS Pulse of the Chartered Institute of Procurement and Supply. Roger Hearing hears from Ben Farrell, CIPS CEO. Also, as a key tariff deadline set by US President Donald Trump draws closer, talks between the United States and many other countries, including India, have hit roadblocks over import duties on auto parts, steel, and agricultural goods. And Italian luxury fashion brand Prada has said it acknowledges the Indian roots of its new footwear line, days after the design sparked a controversy in India.

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when The narcissists new supply doesn't know they are the new supplyWebsite- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.mentalhealness.net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠I'm Lee & I've been diagnosed with narcissistic personality disorder ( NPD ). I've been in therapy since 2017 & It has definitely changed my life because without it, I would have lost everything. My platform is dedicated to giving you the WHYs behind the things that Narcissists do. I'm not here to diagnose ANYONE or to tell you to leave your relationship. I'm just trying to give you the information to make your own informed decisions1 on 1's and all my links - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://beacons.page/mentalhealness⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Remember, It's not your fault - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://a.co/d/2WNtdKJ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Podcast Guest Form -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://tinyurl.com/Mental-Healness-Podcast-Form⁠⁠

In this episode of the Ag Tribes Report, host Vance Crowe is joined by Jason Hanson, a former USDA NRCS employee who has transitioned to sustainable farming in North Carolina. The discussion delves into the challenges of modern farming, including the oversupply in the corn market and the impact of electric vehicles on ethanol demand. Jason provides insights into the struggles of small farmers and the complexities of agricultural policies.The episode also covers significant agricultural news, including Central Iowa's nitrate contamination crisis and the Trump administration's decision to rescind the roadless rule, opening millions of acres to logging. Jason and Vance discuss the implications of these issues, exploring the balance between environmental conservation and economic development. The conversation extends to the role of nonprofits in agriculture and the potential for innovative solutions outside of government intervention. The episode concludes with a discussion on the Bitcoin land price report and Jason's views on the future of agriculture and land management.

The US president is preparing executive actions to increase energy supply for AI expansion, Threads now offers independent word blocking, and China’s aviation regulator will prohibit passengers from carrying power banks on flights unless they bear the “3C” safety marking. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks toContinue reading "The US President Is Preparing Executive Actions To Increase Energy Supply For AI Expansion – DTH"

Corbin (@CHosler) and Cass (@devotedDruid) are back from MagicCon Vegas and they have a lot to say about Final Fantasy, Supply and Demand and more Check us out on Youtube because everything is better with video. https://www.youtube.com/BrainstormBrewery 

6.27: It's Grillin' Season - Live from Grillmaster Supply, New Laws Takin' Effect

US President Trump said he just signed a deal with China on Wednesday; it was later clarified that the US and China have agreed to an additional understanding to implement the Geneva agreement.US Commerce Secretary Lutnick stated that several deals will be announced in the coming week, with the Europe deal expected at the end.Iranian Foreign Minister Araqchi said Tehran is assessing whether diplomacy with the US is in its interest, adding that there is currently no understanding for renewed talks with the US.APAC stocks traded mostly firmer for a bulk of the session following gains on Wall Street, before waning off best levels to trade mixed.European equity futures are indicative of a firmer open - catching up to some of the late Wall Street gains - with the Euro Stoxx 50 future +0.5% after cash closed -0.2% on Thursday.Looking ahead, highlights include French CPI, Spanish HICP, Retail Sales, EZ Business Climate, Italian Industrial Sales, US PCE, UoM Survey Final, Fed's Williams, Hammack; ECB's Cipollone, and Supply from Italy. Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Season 5, Episode 20: Welcome back to Keeping it Real with Dr. Kuehl! Chris talks about oil being back in the news.ASA Chief Economist Dr. Chris Kuehl is back with a special economic update podcast. In Season 5, Episode 20 (6:17 in length), Dr. Kuehl talks to members about what's going on in the Middle East, what that is doing to the oil price, and the projection for the rest of the year.Has this oil change been as dramatic as we thought it would be?The war between Israel & Iran – how much did oil price jump due to this?Why did it fall back again? Where is it lingering right now?Why hasn't the price per barrel reacted??What are the 3 reasons that oil prices haven't jumped?What does the U.S. being oil independent mean?The other oil producers have been stepping up production – why?Why hasn't Iran been doing the things that they can do?Why is the U.S. suddenly do something nice for China & Iran? What is the rationale?What is the bottom line with these oil prices? Will they rise or fall?Ask Dr. Kuehl a QuestionHave a question or topic for Chris Kuehl that you would like answered on this podcast? Email it to Bri Baresel at bbaresel@asa.net.

US President Trump may accelerate the announcement of a successor to Fed Chair Powell, according to WSJ sources.Chinese state planner official said with policy implementation and introduction, "we are confident and capable of minimising the adverse impacts from external shock", according to Reuters.Micron (MU) said there may have been some tariff-related pull-ins by certain customers; customer inventory levels have been healthy overall across end markets.European & US indices trade modestly higher, ES +0.3%; Shell has “no intention” of making an offer for BP.DXY hammered amid reports Trump is to name a Powell successor early; a report which has also weighed on US yields.Crude trims initial gains, metals glean strength from the dovish Fed source report, USD weakness and Chinese commentary.Looking ahead, US Durable Goods, GDP Final (Q1), PCE (Q1), Jobless Claims, National Activity Index, Advance Goods Trade Balance, Wholesale Inventories, Banxico Policy Announcement, ECB's de Guindos, Schnabel, Lagarde; BoE's Bailey; Fed's Daly, Barkin, Hammack, Barr, Kashkari, Supply from the US, Earnings from Walgreens, Nike.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

While true crime has gained traction as a genre in the literary world, it's not often we see it applied to procurement. Yet, a fascinating and unsettling procurement fraud case has recently come to light within Intel Israel's operations. Every criminal investigation seeks to uncover means, motive, and opportunity, and this case checks all three boxes, with implications that go far beyond one company. Just a few weeks ago, a story broke that uncovered an alleged scheme in which a now-former employee, Natalia Avtsin, and a component supplier, Yefim Tsibolevsky from Energy Electronics 2000, teamed up to steal roughly 3 million Israeli shekels (NIS), or about $842,000 USD.  Although the case is still ongoing and has yet to see its day in court, it poses a lot of questions for procurement teams across the globe. In this episode of the Art of Supply podcast, Kelly Barner covers: How Avtsin and Tsibolevsky pulled off this alleged fraud The process loopholes and absent oversight that allowed them to get away with it for so long The many lessons procurement can take from this case regarding checks and balances, pattern detection, and technology use Links: Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement

A look back at the fraught three-week manhunt that took place in 2015 after two convicts escaped from the Dannemora prison in northern New York, not far from the Vermont border. Plus, Copley Hospital board members vote to close the Morrisville institution's birthing center, a provision in the Trump tax bill before Congress could reduce the amount of money Vermont normally gets to help pay Medicaid expenses, employee-owned Gardener's Supply files for Chapter 11 bankruptcy, the state's unemployment rate remained steady last month, and a pioneer in Vermont's fight for same-sex marriage rights has died.

Al and Kevin talk about Tiny Garden Timings 00:00:00: Theme Tune 00:00:30: Intro 00:01:25: Anti Relationship Drama Rant 00:05:34: Actual Intro 00:06:56: What Has Kevin Been Up To 00:16:46: Anti Capitalist Rant 00:30:31: What Has Al Been Up To 00:42:44: Game News 01:03:41: Tiny Garden 01:18:27: Outro Links Len’s Island 1.0 Update Sun Haven 2.5 Update Moonstone Island “Evolutions” Update Disney Dreamlight Valley “Mysteries of Skull Rock” Update Snacko 1.0.1 Update Fantasy Life i: The Girl Who Steals Time “Roguelike” Update Harvest Moon: Home Sweet Home coming to Steam/Consoles Contact Al on Mastodon: https://mastodon.scot/@TheScotBot Email Us: https://harvestseason.club/contact/ Transcript (0:00:30) Al: Hello, farmers, and welcome to another episode of the harvest season. (0:00:34) Al: My name is Al. (0:00:35) Kev: My name is Kevin last I’ve been told (0:00:37) Al: And we’re here, and we’re here today to talk about Cottagecore Games. (0:00:42) Kev: Cottage core games whoo (0:00:45) Al: Oh, (0:00:48) Al: oh, we are here. (0:00:51) Al: We’re going to talk about when we are here, I’m alive. (0:00:54) Kev: No (0:00:54) Al: So if I sound tired, this episode is because I’ve had a very busy Saturday. (0:00:58) Al: We were meant to record on Sunday, (0:01:00) Al: to schedule a meeting with me on a Sunday instead. (0:01:04) Al: So I’m doing that. It’s not a work thing. (0:01:06) Al: Don’t worry, I’m not doing work at the weekend. (0:01:08) Al: But it wasn’t really a meeting I could get out of. (0:01:11) Al: So we rescheduled to Saturday, the day that I have all of the family stuff. (0:01:15) Al: So much stuff, way too much stuff. (0:01:15) Kev: Mm-hmm (0:01:17) Al: So I am here and I’m alive. (0:01:18) Kev: Now he’s getting his performance review from his family tomorrow, that’s the me (0:01:26) Al: I saw I saw a TikTok of a couple who do like weekly. (0:01:30) Al: Weekly Relationship Review and people like people got so annoyed about it and I’m like, I don’t understand why you’re annoyed about this. (0:01:38) Al: It’s not they’re not like judging each other and giving each other a right, a raise. (0:01:44) Al: They’re they’re discussing the things that they’re they’ve done and they’re discussing what they’ve got coming up this week and they’re seeing if there’s anything they need to plan and talk about. (0:01:44) Kev: - Yeah. (0:01:52) Al: This is a very good thing to do. (0:01:54) Al: And I think a lot I think the world will be a lot a better place if a lot more people who were in relationships did. (0:02:00) Al: This but I know most people who are in relationships don’t even want to be in those relationships. (0:02:02) Kev: - Yeah. (0:02:05) Al: Miserable people, measurable people who just want to mock somebody and I think the world would be a better place without those relationships. (0:02:15) Al: So but but hey, I actually love my wife. (0:02:16) Kev: Ohhh, goodness. (0:02:18) Al: So sue me. (0:02:22) Kev: I’ll come out guns blazing this episode, um… (0:02:25) Al: I just I get so annoyed with the boomer joke of like all my ball and chain. (0:02:30) Al: My wife is like, OK, like leave them then. (0:02:32) Kev: Yeah, it (0:02:37) Kev: Yeah, yeah (0:02:37) Al: I just I show and why are you staying there? (0:02:40) Al: I mean, this is why your kids are terrible people, because you they don’t know what a family looks like, because you’re just going to hate your your partner and resent them for it and then take it out on your children. (0:02:53) Kev: Yeah, it’s it’s fascinating. Well, I mean obviously one the you know that attitude mentality has somewhat shifted to a degree (0:03:04) Kev: but it’s fascinating just (0:03:06) Kev: To you know, there’s been studies done and whatever I’ve read some stuff like because you know back in the day (0:03:12) Kev: You your dating pool was limited to pretty much whoever was in the neighborhood, right? (0:03:14) Al: Hmm. Yeah, yeah. Least objection will prepare us on my street. (0:03:19) Kev: Right (0:03:21) Kev: Yep, right, so you know (0:03:23) Kev: That kind of environment leads to the ball and chain mentality, right? (0:03:29) Kev: But you know current day and age with the online and the you know, generally easier ish travel (0:03:39) Kev: Obviously that’s no longer the case (0:03:42) Al: Also, you can be single, right? Like, I’m not saying it’s easy, right? Like, as someone who has (0:03:45) Kev: You can’t sure (0:03:48) Kev: Yeah (0:03:49) Al: basically never been single, right? Like, I got married when I was 22, like, I, you know, (0:03:51) Kev: Uh-huh (0:03:56) Al: been with, well, first got together with my wife when I was 16, right? So, like, I am not a single (0:04:02) Al: person. I have very rarely been a single person, but you can do that. That’s the thing you can do. (0:04:08) Kev: You, you can. Yeah. (0:04:09) Al: Like, if you hate someone, you don’t have to- (0:04:11) Kev: You can. (0:04:12) Al: you don’t have to spend your time with them! You can just not, and you can have friends instead. (0:04:14) Kev: Yeah. Yeah. (0:04:16) Al: And I suspect, if there were more people who didn’t stay in loveless marriages, (0:04:21) Al: then maybe being single would be less terrible as well, because there would be more single people. (0:04:24) Kev: Yeah, yeah, well again, you know the culture back then very different right like marriage was (0:04:25) Al: Crazy idea. (0:04:32) Al: Yeah, but it’s not a solved problem. There are still a lot of miserable people, (0:04:35) Kev: It is not you’re right you’re (0:04:36) Al: and there’s a lot of people who think that marriage is just one of the things you have to do. (0:04:40) Kev: Yeah, you know you’re right that pressure is absolutely still there um yeah (0:04:46) Al: Quite often external to the person who’s being pressured into it, I suspect. (0:04:49) Kev: Absolutely absolutely (0:04:55) Al: Friendships are important, and we need to have friendships and not assume that the only (0:04:59) Al: relationship that matters is a romantic one. There we go, I’m done. (0:05:02) Al: One name. (0:05:02) Kev: Okay, well, you know, yes, these are true. You’re saying things that are true and not particularly objectionable, but you know, you’re, you’re arguing against the hundreds of years of weird cultural nonsense so yeah, yeah, so. (0:05:17) Al: Well, there is that. (0:05:20) Al: Listeners, listeners object to it. (0:05:22) Al: I want to see your arguments for why everyone should get married. (0:05:26) Al: I will vehemently disagree with them because they’re stupid, (0:05:27) Al: and you probably don’t believe them. (0:05:29) Al: But give me them anyway. (0:05:30) Al: It’ll be fun to have an argument. (0:05:32) Kev: That’s what we do on this show. We argue against. (0:05:35) Al: We’re going to talk about Tiny Garden this episode. (0:05:37) Al: So this is the… (0:05:37) Kev: I thought we were here to delve into culturally in a relationship mechanics. (0:05:43) Al: It’s a relationship episode. (0:05:45) Al: Kevin, tell me about like. (0:05:47) Al: Tell me about your relationships, and no don’t I don’t I don’t think I don’t think the pod needs to hear them (0:05:49) Kev: Oh, yeah, I mean, that’s it. Well, romantic ones, that’s easy. They don’t exist. Otherwise, well, that’s, that’s, yeah, okay. (0:06:03) Kev: Okay, moving on, um. (0:06:04) Al: I don’t think I don’t think the podcast needs to hear your therapy. (0:06:08) Kev: Yeah, no, that that is little of my therapist is for him. Okay, I love my family but good heavens I can’t live with them can’t live without them sort of deal. (0:06:19) Kev: Yeah. (0:06:19) Al: Can’t live with them, have to live with them. (0:06:21) Kev: Yeah. (0:06:22) Al: We are going to talk about Tiny Garden. (0:06:24) Al: It is the Polly Pocket farming game. (0:06:26) Kev: Yep. (0:06:28) Al: Kevin has not played it, he thought about playing it and never did. (0:06:31) Al: I have played it a little bit. (0:06:34) Al: And so it’s going to be a reasonably… (0:06:36) Al: Kevin watched some videos. (0:06:37) Al: You watched some videos, right? (0:06:38) Kev: Yeah, yeah, I mean it’s not like it’s a particularly in-depth game, right like yeah, so even (0:06:43) Al: No, no, let’s start. (0:06:44) Al: Well, let’s save that. (0:06:45) Al: Save that for the, save that for the, save it for the pod. (0:06:46) Kev: Okay. All right. Well, okay (0:06:48) Al: We’re already in the pod. (0:06:49) Al: Save it for the appropriate section, Kevin. (0:06:52) Al: Before that, we have a bunch of news. (0:06:54) Al: This has been a reasonably busy Newsweek. (0:06:56) Al: But first of all, Kevin, what have you been up to? (0:06:59) Kev: Okay, not a lot of work as I tend to do because I’m I don’t know work (0:07:07) Kev: but (0:07:08) Kev: aside from that, let’s see here um okay you know i’m gonna take a brief second to (0:07:14) Kev: talk about zone the zone zero my segment for nobody but me um so the 2.0 update came out (0:07:16) Al: Go for it. (0:07:20) Kev: I didn’t have internet when it did but I have internet again i’ve caught up i’ve done the 2.0 (0:07:25) Kev: stuff and you know it’s added a lot of stuff that anyone who plays the game might be interested but (0:07:31) Kev: for people who don’t it did i’d be talking nonsense the the big thing I think is interesting (0:07:36) Kev: is kind of the tonal shift. (0:07:38) Kev: So Zenless Zone Zero, the 1.0, the chapter 1, whatever, the first year of the game, (0:07:46) Kev: it was the aesthetic, the tone of it was very, it’s going to sound very like 2000, like (0:07:55) Kev: OTS, you know, that decade specifically. (0:07:59) Kev: People have flip phones and they’re still like CRTs and stuff like that. (0:08:04) Kev: And it’s very sci-fi heavy. (0:08:08) Kev: The main characters are hackers. (0:08:11) Kev: And there’s these like monsters that spawn out of fake matter called the ether or whatever. (0:08:19) Kev: Anyways, the point is it’s very sci-fi heavy. (0:08:21) Kev: That’s the tone and not like super futurama or Jetsons futuristic sci-fi, just like current, (0:08:30) Kev: you know, more current day looking tech. (0:08:34) Kev: But that’s the tone. (0:08:35) Kev: I’m just comparing it to like Genshin is much more fantasy based. (0:08:38) Kev: I’m just painting the picture because they shifted the tone in 2.0, the protagonists join a temple of monks like you know like, sort of a, gosh I wish I had the proper names, (0:09:05) Kev: But you know the stereotypical like (0:09:08) Kev: Temple out in the mountains where monks are trading wonder martial arts and mysticism and that sort of thing (0:09:15) Kev: And so that’s that’s kind of the direction they’re going with (0:09:20) Kev: There’s a new like city area that you’re spending your time in. It’s very much based off (0:09:26) Kev: that kind of (0:09:28) Kev: Not so rural Japan China, but like out in the mountains sort of area (0:09:34) Kev: So it’s a very different feeling from the (0:09:38) Kev: Bay City, which is very like (0:09:42) Kev: Metropolitan lots of big buildings and skyscrapers and whatever that that one feels more like I don’t know Beijing (0:09:49) Kev: I guess you know very modern type China and this one is a more this new area. This new tone is much more traditional (0:09:57) Kev: Chinese (0:09:59) Kev: And you know, it’s it’s it’s fun. I’ll nothing’s nearly wrong (0:10:03) Kev: It’s just I don’t feel so different because the whole first year of the game (0:10:07) Kev: your your tacker person. (0:10:08) Kev: and you you you do hacker things and now you’re training to be a mystic very very odd to me at least but but but anyways regardless the game is still fun I’m still playing it yada yada so that’s that let’s see what else Pokemon unite all Kremie came out all Kremie is great it’s a supporter it does all the things you’d want it to do it it decorates and heals your team it’s unite it creates (0:10:28) Al: - Ah, nice. (0:10:30) Al: - Ow, creamy. (0:10:38) Kev: it’s a giant cake and stands on top of it and it just spreads globs of healing whipped cream to all your teammates I like all Kremie it’s very fun I mean I like all Kremie the Pokemon period and it’s great and unite so yay all Kremie um let’s see other than that uh oh you know I’m gonna take a second here to talk about card games okay so (0:11:08) Kev: you probably don’t keep up with magic the gathering years have you heard anything about magic the gathering recently mm-hmm okay okay okay yeah yeah yeah (0:11:12) Al: I used to play a lot of magic when I worked in an office because there was a magic (0:11:19) Al: league there, but I’ve not kept up basically since 2019. I’m aware that there’s been a lot of (0:11:28) Al: crossover sets recently. There was a Doctor Who one, I believe, A Lord of the Rings one, (0:11:32) Al: a Final Fantasy one, so I’m aware that they’re doing a lot of crossovers just now and there are (0:11:38) Al: many opinions about that shall we see. (0:11:38) Kev: y’all (0:11:40) Kev: there are many opinions. So the Final Fantasy one came out a week ago, I think, the Final (0:11:42) Al: Right, yeah. (0:11:46) Kev: Fantasy crossover set. And this one is a particularly contentious set for two reasons. One, it is (0:11:55) Kev: what they call a standard set, meaning that it is in the card pool. In previous crossovers (0:12:03) Kev: sets, they would kind of, you know, they wouldn’t be standard legal or tournament legal or whatever, (0:12:08) Kev: You know, they’d be kind of more for funs easy. (0:12:08) Al: Oh, interesting. Okay. (0:12:10) Kev: Or, you know, just for between friends or whatever, right? (0:12:12) Kev: This one is in, in your face, like in the card pool. (0:12:17) Kev: And a lot of people aren’t happy about it because there’s the (0:12:19) Kev: crossovers have been so prevalent lately. (0:12:22) Kev: Um, but you know, that that’s, that’s one discussion. (0:12:26) Kev: The other issue that isn’t less of opinions and more just like out cry (0:12:32) Kev: outrage, um, is the insane pricing. (0:12:37) Kev: uh… because magic the gathering has gone through the roof (0:12:40) Kev: in terms of cost (0:12:41) Kev: uh… (0:12:43) Kev: so okay you know here out for comparison (0:12:46) Kev: uh… any other game pokemon yugioh (0:12:49) Kev: work on a whatever (0:12:51) Kev: a pre-constructed deck they go out to the store and buy off the shelf (0:12:55) Kev: can be let’s say fifteen dollars on average us_d (0:12:57) Al: Mm-hmm, yep, yep. (0:12:58) Kev: okay (0:12:59) Kev: uh… it is what it is just maybe (0:13:00) Al: Science, science fair, science fair. (0:13:02) Kev: yeah right it’s it’s it’s fine (0:13:04) Kev: you know dig to get you started to a product that you can actually start (0:13:08) Kev: start playing the game, right? (0:13:10) Kev: In Magic the Gathering, so they come out with commander decks, you know, there’s different formats and command is the popular one (0:13:18) Kev: That’s that’s their primary like pre-constructed deck thing that comes out (0:13:25) Kev: Right now they came out or it was just last year they had updated the MSRP to be about you believe (0:13:32) Kev: $45 (0:13:34) Al: Oh, for a… because a commander’s 40 cards, is that right? Oh, a hundred, right? Okay, sorry. (0:13:35) Kev: USD (0:13:40) Kev: To be fair it is it is a bigger deck right, but it’s in my opinions (0:13:42) Al: My bad. A hundred cards for for $45, that’s wild. (0:13:46) Kev: You know (0:13:47) Kev: It’s pricey. It’s it’s very pricey, right? (0:13:51) Kev: I’m just you know, I think that illustrates the scale of like how much magic costs now, right? Okay (0:13:57) Kev: Final fantasy set because they know final fantasy is popular people (0:14:02) Kev: They know a Hasbro Hasbro is the the current owner of the magic franchise and makes these pricing decisions (0:14:10) Kev: They know people are gonna be excited. They marked up the MSRP for the Final Fantasy set (0:14:19) Kev: The a (0:14:21) Kev: Commander pre-con for Final Fantasy is I believe 70 USD MSRP (0:14:28) Kev: I’d say that because a lot of (0:14:30) Kev: You know, it’s a lot of local card games and shops that will run carry these products (0:14:36) Kev: they will mark up their products anyways even if there is an MSR (0:14:40) Kev: so you know these things are going through the roof like over $100 and (0:14:45) Kev: whatnot and so it’s insanity and that’s not even the premium they came out with (0:14:51) Kev: these premium versions of these decks where like the everything’s foil or (0:14:54) Kev: whatever those are 125 MSRP I think something ridiculous so so obviously you (0:15:04) Al: Hmm. Yeah. (0:15:08) Kev: You know, they are just… (0:15:10) Kev: They are just robbing the customers blind, and obviously people aren’t happy, but they are still selling like hotcakes because I don’t know, that’s the magic of players I guess. (0:15:20) Kev: As I’ve been on record, I have dabbled in magic, but I’m not very keen on those prices, so I don’t pick up a lot. (0:15:28) Kev: But, I do like Final Fantasy, and here’s the kicker, right, if the cards suck, that’d be easier just to not play, but a lot of the cards are good looking, or they look fun to play or whatever. (0:15:40) Kev: So, the temptation is there. (0:15:42) Kev: So, what I did is instead of buying any Final Fantasy stuff for magic, I went back to the actual Final Fantasy trading card game, which I need to remind people actually exists. (0:15:54) Kev: It’s still going, it’s still coming out with stuff. (0:15:56) Kev: So yeah, I did a game night with some friends, and we played out of not wanting to spend money, we dusted off some Final Fantasy decks, and that’s it. (0:16:10) Kev: That was fun. And man, the Final Fantasy TCG, it’s pretty good. (0:16:14) Kev: I like the rhythm of the game, it’s not insane or busted right now. (0:16:18) Kev: And the cards, it’s a very weird thing, but the card stock, they’re very thick and durable, it’s not a flimsy paper cardboard thing. (0:16:26) Kev: It’s very nice, it feels almost plastic-y. (0:16:30) Kev: But anyways, yeah, I picked up and played some Final Fantasy TCG, that’s fun stuff, just because magic’s insane. (0:16:40) Kev: I’m not gonna do that again right now. (0:16:42) Kev: But that that’s that’s all I’ve been going on not not too terribly much. What about you l what you’ve been up to? (0:16:46) Al: Well I want to go on an anti-capitalist rant first. So your comments about them, you know, (0:16:49) Kev: I mean as we do (0:16:56) Al: marking up the stuff, it reminds me of a thing I’ve been annoyed about recently, where people (0:17:04) Al: will go “oh everything’s expensive” and then other people go “oh that’s just supply and demand” (0:17:09) Al: as if supply and demand is like some inherent law of physics that means that (0:17:16) Al: the price is out of our hands. The demand is high therefore the price must be high. (0:17:23) Al: Yeah that’s not how that works. It’s not like the price is determined by, you know, (0:17:29) Al: what a seller wants to sell for it and what a buyer wants to buy for it and meeting somewhere (0:17:32) Kev: Mm-hmm. (0:17:34) Kev: Right. (0:17:36) Al: where, you know, if they try and put it too high then people won’t buy it blah blah blah etc etc. (0:17:40) Kev: Mm-hmm. (0:17:41) Al: And supply and demand just says that as demand, as supply increases… (0:17:47) Al: and demand decreases, no, is that what I said? There’s a point in the middle where they meet (0:17:53) Al: and you’ve got like a ideal price, if you will, based on the amount of supply and the amount of (0:17:53) Kev: Yes (0:17:57) Kev: Mm-hmm (0:17:59) Al: demand. And all really supply and demand means is that if there’s a high demand and a low supply, (0:18:05) Al: they can charge basically whatever they want, right? Like that is how it’s not like the price (0:18:12) Al: has to be sold for a certain point, right? Like they just go, we know people are (0:18:16) Al: going to buy it, therefore supply and demand says we can charge more, and we’ll get more money. (0:18:22) Kev: Mm-hmm (0:18:23) Al: Right? Like that is just how it works. And I just, it gets really frustrating when people are like, (0:18:27) Al: “Oh, it’s just supply and demand.” As if, “Oh, don’t look at me. I’m not the one deciding the (0:18:32) Al: price. Supply and demand is deciding the price.” What are you talking about? That’s not how this (0:18:38) Al: works, right? Like we decide prices, and if people think it’s too high, and they don’t buy it like (0:18:45) Al: you have done. (0:18:46) Al: enough people did what you were doing, they would have to decrease the price to sell (0:18:48) Kev: Yeah. Well. (0:18:50) Al: it. (0:18:51) Al: But of course, we are willing to spend the money. (0:18:54) Al: Enough people are willing to spend the money that they can just sell it for whatever they (0:18:58) Al: want and people will keep going up. (0:19:01) Al: You know, it’s like how, it’s the reason the Mario Kart world is $80. (0:19:07) Al: It’s because they know people will buy it and supply and demand for the record makes (0:19:11) Al: no sense in our digital economy, right? (0:19:15) Al: like there is no there is no (0:19:15) Kev: Yeah, and it is. (0:19:16) Al: it’s infinite supply so theoretically supply and demand should say that if (0:19:21) Al: there’s infinite supply there should be a very very low price it just like that (0:19:26) Kev: Yeah well, well, yeah (0:19:28) Al: is but no that’s not how it actually works because that’s the price is based (0:19:33) Al: on what people are actually willing to pay but that’s if you if you took purely (0:19:35) Kev: Yes, yeah (0:19:38) Al: supply and demand and nothing else and said this is what this means digital (0:19:42) Al: games should be free. (0:19:43) Kev: Well, that’s it. Well, here’s the thing, right? Okay, as I’m sure you can, I’ve only took like two economics class. I do a little economics though, but here’s the thing, right? Supply into it. That is, what is supply? You want to dive into that? That’s what determines supply. Now we’re getting into something, right? (0:19:58) Al: All right, yeah, okay, fair enough. Fair enough. I guess like the supply for a digital game (0:20:06) Al: is the number of consoles that are, right? Like you’re not going to… (0:20:08) Kev: Yeah, or, or, right, it’s, yeah, and, and in terms of the price. (0:20:13) Kev: Right, like the, you know, that, what did you see in economics? (0:20:16) Kev: You see the, you see like a graph, right? (0:20:19) Kev: Which is like, I guess number of units and number of, uh, and the price or whatever. (0:20:23) Kev: And so you’re right. (0:20:24) Kev: Um, it, uh, it gets weird digitally, but what determines that graph? (0:20:30) Al: That’s my point. That’s my point is there’s so, there’s so many things that break down. (0:20:31) Kev: Where does, yeah. (0:20:33) Al: It’s not in an, in a, in a, I love the, have you ever had the physics joke, um, which is, uh, Oh, two seconds. (0:20:43) Al: Let me double check so I don’t end up saying it. (0:20:46) Kev: Is it, I mean, I know a couple physics joke as an engineer, nerd, major, degree holder. (0:20:53) Al: So, there was the physics joke, right, where there’s a farmer whose chicken wouldn’t lay (0:20:59) Kev: Uh-huh, yep. (0:20:59) Al: any eggs. And to solve the problem, he hires a physicist. And the physicist says, “Oh, (0:21:06) Al: I’ve come up with a solution, but my solution requires a spherical chicken in a vacuum.” (0:21:08) Kev: Uh-huh. (0:21:12) Al: And the point of that joke is that so many things in physics are theoretical and only (0:21:17) Kev: Yeah, yeah. (0:21:19) Al: work in a very specific set of scenarios. (0:21:23) Al: And you can’t then necessarily say, “This happens here, therefore that happens in (0:21:28) Al: the real world as well.” (0:21:29) Al: And I feel like a lot of economics of that is that as well. (0:21:32) Al: It’s like in this perfect ideal economic world where these 10 things all exist, then this (0:21:36) Kev: Yeah (0:21:39) Kev: No (0:21:39) Al: will happen. (0:21:40) Al: And it’s like, but that’s not how the world works. (0:21:42) Al: And digital games is a perfect example of how that just completely falls on us. (0:21:46) Al: It falls over, right? (0:21:47) Al: Like, because it just, it doesn’t make any sense. (0:21:49) Al: What is supply when you’re talking about a digital thing? (0:21:52) Al: It’s not a thing. (0:21:53) Al: Right? (0:21:54) Al: It doesn’t make any sense. (0:21:54) Kev: Yeah, and and I’m really we yeah, you know we can get down to it really if (0:22:02) Kev: This would be a more interesting conversation if you know, we were looking at just supply factors like okay (0:22:09) Kev: How do you distribute, you know, what are the competition yada yada, whatever, right? (0:22:13) Kev: But we all know the truth in the current day and age late-stage capitalism, whatever you want to call it (0:22:19) Kev: there is a significant portion of that price being determined by (0:22:24) Kev: The shareholders the see the executives. They just want a whole lot of money (0:22:30) Kev: the day (0:22:32) Kev: That’s that’s what it all boils down to oh (0:22:34) Al: Yeah, yeah. (0:22:36) Kev: Man, man. Okay, you know, all right since we’re on this (0:22:40) Kev: The absurdity of economics and and prices I’ll go back. I’ll go right back to magic (0:22:46) Kev: Are you familiar with magic 30? (0:22:48) Al: I am not. Is it a version of Magic where you have 30 cards? (0:22:52) Kev: No (0:22:52) Al: Ah, good guess though, right? (0:22:55) Kev: Yeah, oh that mmm, you know, I actually I think standards 40 so you’re not far off that that would be fun, but um, okay (0:23:05) Kev: Okay, here it is so this was a couple years ago (0:23:11) Kev: Magic the Gathering (0:23:14) Kev: Whatever Hasbro was to the coast whatever they released a project called magic 30 or it’s the med the 30th anniversary edition set (0:23:23) Al: - Ah, okay, yep. (0:23:25) Kev: Okay, this was this was a 2022 that the year was okay (0:23:30) Kev: and so (0:23:32) Kev: it’s it’s probably the most absurd like magic product ever released because (0:23:40) Kev: each box (0:23:41) Kev: This product contained 15 booster packs and these booster packs the cards inside them were like, oh, you know (0:23:48) Kev: Very classic original magic cards or whatever with original art (0:23:53) Kev: So much so that (0:23:55) Kev: It was so faithful to the original stuff that because magic rotates and has you know form different formats (0:24:01) Kev: They actually said okay. None of these cards are actually going to be playable (0:24:06) Kev: They’re just not gonna be legal in anything. It is basically just fake real fake cards that we’re printing. We’re collecting I guess (0:24:16) Kev: Okay (0:24:18) Kev: How how much would you pay for a box of (0:24:23) Kev: 15 packs of fake cards. (0:24:24) Kev: Real fake cards, Al. (0:24:26) Al: I mean it depends what it is, right? Like, so let’s create a scenario where this is Pokémon, (0:24:32) Al: right? It’s essentially just like a collector’s deck that you can never use in tournaments. (0:24:36) Al: I’m not going to use it in tournaments, it doesn’t really affect how much I would pay for it, right? (0:24:40) Al: Like I’m a sucker who will pay stupid amounts of money for collector’s things, (0:24:45) Al: so probably way too much money. I think if we’re… So if we’re just talking a deck, (0:24:48) Kev: Okay, give me (0:24:51) Al: so we’re talking… How many… Was that a 40 pack, a standard set? (0:24:52) Kev: Yeah (0:24:54) Kev: It was 15 packs is what it was here. Yep. No, no (0:24:57) Al: Oh, 15 packs. Oh, it’s not even a deck, right? OK. So let’s go with… (0:25:06) Al: I feel like in the world where this is Pokémon, maybe I’m paying like £5 a pack, (0:25:08) Kev: You know what hope (0:25:14) Al: because that’s more… I think it’s like £3 a pack just now in the UK, (0:25:18) Al: so we’re maybe talking like £75. And that would feel like… That would maybe feel like a lot, (0:25:22) Kev: Okay. (0:25:24) Al: and I’d be like oh I don’t know how (0:25:27) Kev: Okay. (0:25:28) Kev: So let’s see, five pounds, I’ll just forget. (0:25:30) Kev: Okay, that’s about six, seven USD. (0:25:32) Kev: Okay, sure. (0:25:34) Kev: So times 15, that’s, what is that? (0:25:36) Kev: 50 plus 25, that’s 75. (0:25:38) Kev: Okay, so that’s 75 pounds, (0:25:40) Kev: which yeah, about 100 USD maybe. (0:25:42) Kev: Okay, okay, I see what you’re saying, right? (0:25:45) Al: But like, that’s not “I’m definitely going to buy that.” (0:25:47) Al: That’s “Ooh, that feels like a lot. (0:25:50) Kev: Yeah, sure, sure, sure. (0:25:50) Al: Maybe I would buy it if it was something I really wanted.” (0:25:52) Kev: Right. (0:25:53) Kev: Yeah, okay, that’s the crazy price. (0:25:55) Kev: And then that’s good, okay. (0:25:57) Kev: Yeah, okay, I understand. (0:25:58) Kev: You know what, I can see that. (0:26:01) Kev: Yeah, you know what? (0:26:02) Kev: I could agree with that price, right? (0:26:04) Kev: For the hardcore collector who really wants the thing. (0:26:07) Kev: Yeah, you know what, I could say that. (0:26:09) Kev: All right, now, what if I told you the price (0:26:12) Kev: of this magic product was 10 times what you just told me? (0:26:16) Al: What? Ten times. So what? A thousand? A thousand dollars. That is… (0:26:20) Kev: 10 times. (0:26:22) Kev: USD. Yup, 999 technically. laughs (0:26:28) Al: I mean, OK, right. So we laugh at that, but Pokemon basically did that, right? With their… (0:26:33) Al: They had a collector’s box, limited edition, and it was several hundred dollars. I can’t even remember (0:26:40) Kev: - Sure, wasn’t four digits. (0:26:41) Al: it was. But like, I mean, that was more than that was, I wasn’t four digits, it was. (0:26:46) Al: Three digits, but I feel like it was not far off it, and it did include, it did include, (0:26:50) Al: like, you know, very nice dice and card sleeves and stuff like that. I can’t remember how (0:26:54) Kev: oh yes you know if you get a nice uh is it like the charizard premium collection is that the one (0:26:55) Al: much it was. Do you know the box I’m talking about? No, no, no, I’m talking about there (0:27:00) Kev: you’re talking or is it a different one oh oh the the one yes the really nice one that they (0:27:02) Al: was like an. Yes, the like all black one, I can’t remember what it was called. (0:27:06) Kev: did in a direct yes yes I remember that yes yeah yeah to be fair like didn’t that have like a full (0:27:13) Kev: set of cards or whatever like it wasn’t just packs even right like it was like designed as a game (0:27:19) Kev: almost right that you could play with someone um oh gosh the (0:27:21) Al: Yes. Yes. Oh, there we go. It’s the class. I think it’s the classic box set. Yes, it (0:27:25) Kev: classic yeah black something like that I can’t remember um (0:27:30) Al: was a full set. You could play a full game and it looks like it’s brand new here. It’s (0:27:32) Kev: yeah yeah yeah pokum (0:27:35) Al: £400. So quite a lot. So that’s maybe what? $500. And we’re talking and presumably the (0:27:37) Kev: yep yeah yeah yeah okay (0:27:45) Al: packs were just the packs. There wasn’t anything else with them. (0:27:50) Kev: Yeah, okay. I’m looking on Pokemon Center. It says 400 USD, I think (0:27:52) Al: Yeah. Okay. And it was like recreations of the original cards and it was like full on (0:27:55) Kev: But regardless at least it was a full dang set. They could play with you know people, right? (0:28:02) Kev: Yeah, yeah (0:28:03) Al: nostalgia, but it was a full set. You could sit down with just this box and play an entire (0:28:09) Kev: Yeah, you could play different games and stuff right at least it’s that right this was literally (0:28:15) Kev: MT the MTG 3 was literally 15 packs. That’s all it was (0:28:19) Al: That’s wild, so we’re talking more than twice the price of this, (0:28:24) Al: and it doesn’t include any of the extra stuff. It’s just 50. (0:28:24) Kev: Yep (0:28:26) Kev: Nope not even I mean, I mean maybe you could make a deck it wouldn’t work probably but you know like (0:28:33) Kev: You can’t you can’t play you can’t open this and play again with friends. I don’t think unless you’re just making up (0:28:34) Al: And this box is insanely expensive, this Pokémon one. (0:28:41) Kev: Yeah, yeah it is (0:28:42) Al: You know, for what it is, of course it’s sold out, because everything Pokémon sells out. (0:28:46) Al: But yeah, wow, that’s mad. (0:28:48) Kev: Yeah, I know yeah, that’s yep, that’s wild um oh wow actually I’m looking online you can buy (0:28:56) Kev: There’s one here on TZG player for like 250 is that right huh anyways, but still yeah (0:29:02) Al: Still, still too much money. (0:29:04) Kev: Yeah, no, that’s a lot. Don’t get me wrong, but I just (0:29:07) Al: And that’s a quarter of the price of 15 packs of this magic one. Mad. That’s, that is wild. (0:29:09) Kev: Yeah (0:29:12) Kev: Magic 30th (0:29:14) Kev: Good times (0:29:15) Al: All right. Are we done with the anti-capitalist rants? Capitalism is bad. We hate it. (0:29:16) Kev: so yeah (0:29:17) Kev: So (0:29:20) Kev: We’re done (0:29:22) Al: Don’t, don’t abuse supplying to man to rip people off just because you can. (0:29:24) Kev: Hasbro is bad (0:29:28) Kev: I will say this (0:29:30) Kev: So about Magic 30th (0:29:34) Kev: They were going to have a limited run or whatever (0:29:38) Kev: Oh, there’s going to be X number of boxes produced or whatever (0:29:42) Kev: And so, you know, it was a big deal (0:29:44) Kev: Okay, we’re launching the sale on this time on the website, yada yada (0:29:48) Kev: We got down the sale, I think, after like an hour (0:29:52) Kev: There was no explicit reason given (0:29:54) Kev: But most people assume they didn’t sell a thing (0:29:58) Kev: That’s what I’m thinking (0:30:00) Kev: Or what most people think (0:30:02) Al: That’s crazy. (0:30:02) Kev: Anyways, there you go (0:30:03) Al: It’s a thousand it’s a thousand pounds as well. (0:30:04) Kev: Your fun anecdote in Magic history (0:30:06) Al: I’m looking at it on on the UK site, it’s a thousand pounds. (0:30:06) Kev: Yup, yup (0:30:10) Kev: Oh, goodness (0:30:11) Al: Each display worthy box includes 15 card for 15 card booster packs. (0:30:16) Al: Oh, wait, it’s not 15 packs, it’s four packs. (0:30:18) Kev: Oh, I misread that, it’s four p- (0:30:22) Kev: Oh, yeah (0:30:23) Al: It’s 60, it’s 60 cards. (0:30:24) Kev: 60 cards, oh my gosh (0:30:26) Kev: Oh, that’s incredible (0:30:29) Al: That is so stupid. (0:30:30) Kev: Tell me about your week out (0:30:32) Al: Uh, but I’ve been playing Mario Kart, that’s that’s all I’ve been playing. (0:30:38) Kev: Man (0:30:40) Kev: So you talked about it, I talked about it (0:30:44) Kev: I don’t know if we stressed how good Knockout Tour is (0:30:46) Kev: That’s a good mode. (0:30:47) Al: Yeah, so I’ve been, when we last talked about it, I had not played the knockout tour by that point. (0:30:54) Al: I was going through the Grumprees, three-starring them. I finished the Grumprees, they’re all (0:30:59) Al: three-starred, and I am halfway through the knockout tours, three-starring them. Yeah, (0:31:04) Al: I really like them. I will say, it is a bit frustrating when you go through, because it’s (0:31:10) Al: eight gates, you have to go through with the last one being, that’s your final position unless you (0:31:15) Al: you get an octave before. (0:31:17) Al: And so to get three star in a knockout tour, you have to come first in every single gate, (0:31:24) Al: which is a lot of work. (0:31:27) Al: And I’ve been a couple of times where I’ve gone, yeah, there’s a couple of times where (0:31:31) Al: I have gone, like, it takes a while to get through the first gate, but after you got (0:31:35) Al: the first gate, you can quite often get a lot of gates, right? (0:31:38) Kev: Yeah (0:31:38) Al: There’s one knockout tour that I’m struggling on just now where I sometimes get knocked (0:31:42) Al: out of the third gate, which is very frustrating, but most of them, it’s like, if you get past (0:31:47) Al: that first gate, unless you mock up, you probably can do it reasonably easy, but getting past (0:31:52) Al: that first gate can be difficult. (0:31:55) Al: There’s been multiple times where I’ve gotten first on the first seven gates, and then coming (0:32:00) Al: forth. (0:32:01) Al: And it is so frustrating because like in a grand prix, if you could, I know, but in like (0:32:02) Kev: I mean that’s Mario Kart. Winning is losing. (0:32:06) Al: a grand prix, if you come, if you come first, first, first, fourth, you would get one star, (0:32:12) Al: go you’d win and get a one star. (0:32:14) Al: is if you come first, first, first, first, first, first, (0:32:17) Al: you come fourth. So it’s like, like, I understand that. That’s the point of the race. It just (0:32:24) Kev: - Yep. (0:32:24) Al: makes it really, and it like, it doesn’t really matter because I’m going to play it until I get (0:32:27) Al: three stars, right? But it’s just a little bit frustrating to be like, I was first every time (0:32:32) Al: and then I got knocked. I got hit by just too many shells and now I’m done. What I do really like is, (0:32:38) Kev: Yep (0:32:39) Al: I don’t know if there’s no rubber banding, but there definitely seems to be less rubber banding (0:32:43) Kev: Well that I mean, I think that’s kind of the (0:32:43) Al: in the knockout tour. (0:32:48) Kev: Why it works so well because you’re gonna have less people that you can’t rubber band if there’s only you know (0:32:53) Kev: Now half the contestants or whatever. All right, like instead of rubber band (0:32:55) Al: Well, it’s not, it’s not, yeah, I mean, right from the start though, like if you get out (0:32:59) Al: ahead of the pack really early, you can make a really big lead, which is important to be (0:33:06) Al: able to actually, you know, because you’re going to get hit, right? You can’t keep getting (0:33:09) Kev: Mm hmm. We’re right, right. Yeah. Yeah, yeah. (0:33:10) Al: in horns to not get hit by blue, blue shells, and you can’t get enough stuff. As soon as (0:33:16) Al: someone has like three red shells, you’re dead, right? You can’t protect from that unless (0:33:21) Al: you like get hit by the second one just before you go through another. (0:33:25) Al: So you’re going to get hit, and so you need that good distance to make sure that you (0:33:29) Kev: Yep. Yep. (0:33:35) Kev: Yeah. Mm hmm. (0:33:36) Al: have enough time. But on the other hand, it means that if someone gets ahead quickly, (0:33:40) Kev: Yep. (0:33:41) Al: it’s really hard to catch up with them. (0:33:43) Kev: It is. Um. (0:33:45) Al: Whereas in our Grand Prix, you can like hang back for like two laps and then just smoke everyone. (0:33:50) Kev: I think Bullet Bill or Golden Shroom. (0:33:51) Al: You can’t do that. You cannot do that in a knockout tour. (0:33:54) Kev: Yeah. Yep. Absolutely. (0:33:56) Al: But it’s fun. I’m enjoying it. I’m definitely enjoying it. (0:33:58) Kev: Yeah. Yeah. I mean, yeah. (0:34:00) Al: It definitely feels like what they wanted to do with the Grand Prix, but they didn’t. (0:34:03) Kev: Mm hmm. Yeah. (0:34:03) Al: And so I’m more frustrated now that the Grand Prix have these weird in-between bits. (0:34:09) Kev: That’s the thing. They’re not even in between bits. They’re just part of the race. (0:34:13) Al: Yeah. Yeah. (0:34:13) Kev: Like, that’s the weird part, right? Like, they told us they’re in between, but it’s not. (0:34:17) Kev: Um, that’s the weird part. (0:34:18) Al: It just means that the first lap on your next one is on the previous course. (0:34:25) Al: And then the second lap is like half the previous course and half the new course. (0:34:29) Al: And then you get one lap on the course. It’s just such a weird setup. (0:34:32) Kev: Yeah, and it’s it’s not there’s nothing inherently wrong with it especially since they designed this whole island it makes sense right but it’s still boggles my mind that they didn’t include the classic grand prive you know three laps around a track. (0:34:46) Al: Yeah, that’s the thing. That’s the thing. Anyway, but whatever. I’m still really loving the game. (0:34:48) Kev: Um, yeah. (0:34:50) Kev: Yeah. (0:34:53) Al: It is good fun. I like a lot of the changes they made. It feels, well, that’s the thing. (0:34:54) Kev: Yeah, it’s good it’s it’s Mario Kart shocker. (0:34:58) Al: It feels good because I don’t, there’s not a huge number of kart racers that feel good to race for (0:35:02) Al: me. And that’s a really important thing about Mario Kart. And they’ve, they’ve, they’ve, they (0:35:03) Kev: Mm-hmm (0:35:06) Kev: Yep, that is true (0:35:09) Al: hit it out of the park with that. Like all the changes they made make it feel smoother and feel (0:35:14) Al: nicer, like, you know, what I was talking to you about, like, when (0:35:16) Kev: Yeah (0:35:16) Al: you get hit by cars and stuff like that, it just all feels more fun. (0:35:18) Kev: Yeah (0:35:19) Kev: You’re right (0:35:21) Kev: You’re right. Yeah, I agree. It is it like just (0:35:25) Kev: Mechanically does feel more fluid because you’re right like in the old days when you got hit that was just like a hard stop (0:35:30) Al: Yeah, spin around three times and come to a halt. (0:35:31) Kev: Here you kind of tumble forward a little (0:35:34) Kev: Yeah (0:35:36) Kev: Yeah, I agree. Um, I mean, yeah overall like I agree. It’s it’s it’s good (0:35:42) Kev: I wish we I think it just needs more (0:35:46) Kev: We don’t actually it has a battle mime in try that but we need the three lap (0:35:52) Kev: Classy Grand Prix and we need more to actually do with free range. The free range is kind of nothing right now (0:36:00) Al: Yeah, it’ll be interesting to see if they add more in the future. (0:36:00) Kev: Like you (0:36:02) Kev: Yeah (0:36:03) Al: I don’t know. (0:36:04) Al: We’ll see. (0:36:04) Al: I’m not, I’m not, I’m not like, Oh, they must do it. (0:36:05) Kev: And I (0:36:07) Al: Or it would be a bad game. (0:36:08) Al: Like if it never changes again, I don’t think it’s not worth the money, (0:36:09) Kev: Yeah, oh yeah for sure oh (0:36:12) Al: but I would also like more please. (0:36:13) Kev: Oh, yeah, yeah, absolutely. Yeah, it’s (0:36:16) Kev: not a bad game. I need to stress that just, there’s, there’s just potential, you can feel it, (0:36:21) Kev: but you can feel what you can do, right? Like, can you imagine a, you know, I feel like there should (0:36:27) Kev: be modes that use the free range, like, sort of like tag, basically, right? Or, or, you know, (0:36:32) Al: Mmm, yeah, yeah, yeah. (0:36:34) Kev: something like that, something to chase, chase a rabbit or whatever, stuff like that, to give you (0:36:39) Kev: an excuse to run around the island, not just on the tracks. And, you know, that’s kind of what they (0:36:42) Al: Do you know what I hope they do? I really hope that they charged as much as they charged for (0:36:43) Kev: want. You tell. (0:36:48) Al: this game because they intend on not doing paid DLC but what they would do in paid DLC they’re (0:36:56) Al: adding industry updates. That would be really nice and it’s like yeah because then they get (0:36:59) Kev: that would be nice (0:37:01) Kev: I can see it going either way (0:37:03) Al: more money overall if they do that than if they charge less money and then charge the DLC because (0:37:07) Al: not everyone’s going to buy the DLC. But it (0:37:12) Al: would I think it would lead a lot of people to be less frustrated because I think if they add (0:37:17) Al: if they do a DLC and they charge for it people are gonna be like even more money you want even (0:37:18) Kev: Mm-hmm. (0:37:21) Kev: Yeah. (0:37:22) Al: more of my money and I think that would be not great and if they added more as free updates I (0:37:27) Kev: Yeah. (0:37:28) Al: think people would go oh okay uh there’ll be people who like this should have been in the beginning (0:37:30) Kev: What? (0:37:33) Al: but I think those people are stupid and that’s not how games work anymore deal with it it’s like (0:37:35) Kev: Yeah. (0:37:38) Kev: Yeah! (0:37:39) Al: it’s like the people who, it’s like the people who talk about (0:37:42) Al: er, so it’s one thing talking about Pokemon Scarlet and Violet and saying this is how the (0:37:46) Kev: Yeah, the game should have worked (0:37:46) Al: games always should have been, right? Like I’m putting that to the side. I’m not, I’m not talking (0:37:50) Al: about those, but I’ve seen people, I have heard people say this is what Breath of the Wild should (0:37:55) Al: have been with the Switch 2 update. And I’m like, no, it’s not. That is, that is an eight year old (0:37:58) Kev: what those people aren’t saying (0:38:02) Al: game. You cannot possibly believe that you think this game should have looked like this eight years (0:38:08) Al: ago. When this game came out, people adored how it (0:38:12) Al: looked amazing. The Switch, it still does. Even if you don’t have the update, it still (0:38:14) Kev: It still does shock her. (0:38:18) Al: looks amazing. It just looks even better if you have the update. It’s absolutely bizarre (0:38:22) Kev: Yeah, eggs (0:38:24) Al: that people are like, “This sort of shows.” But shut up. That is not how this works. That (0:38:28) Kev: Sheets oh (0:38:30) Al: is not how this works. (0:38:30) Kev: That’s insanity (0:38:33) Kev: Well, you know, okay on the topic on the topic of the DLC is it’s interesting because I think if they and I do think they’re (0:38:42) Kev: Gonna support the game because as you said, that’s just how (0:38:45) Kev: Games are now. Um, I think there there has to be free (0:38:52) Kev: because you know (0:38:53) Kev: He they’ve they’ve kind of put them corner themselves because in previous Mario Kart’s DLC is very or you know (0:39:00) Kev: It’s obvious what you do. You add more tricks, right? Here’s your next cup. Here’s you know, daddy out of here’s (0:39:05) Kev: Four cups buy them for ten bucks or whatever here. You can’t do that at least not had a (0:39:10) Kev: that easily right because you (0:39:13) Kev: They’re not gonna jam a new section of the island and gate it off with the DLC (0:39:14) Al: Oh, yeah, good point. (0:39:17) Al: That’s a good point. (0:39:19) Al: We’re going to need another island or the island get expanded or something like that. (0:39:19) Kev: right, so (0:39:22) Kev: Yeah, so (0:39:25) Kev: There’s I think there’s a couple I think there’s a couple things one (0:39:25) Al: Hmm. (0:39:28) Kev: I think we’re gonna see free modes like we’re talking about right like I don’t know what but they’re gonna I think they’re (0:39:31) Al: Yeah. (0:39:32) Kev: Gonna use more of the island because they have the island that would that’s obvious use more use it more, right? (0:39:37) Kev: There might be you know, maybe they will introduce three lap mode and then they can sell DLC tracks (0:39:43) Kev: Just you know your classic. Okay, here’s four tracks (0:39:44) Al: Yeah, so you know what, you’ve made me come to the conclusion. (0:39:49) Al: I think what’s going to happen is there will be those feature updates will be free (0:39:52) Kev: You (0:39:55) Al: and then new tracks will probably be paid. (0:39:55) Kev: Yeah (0:39:58) Al: I suspect that’s what’s going to happen. (0:39:58) Kev: That’s that is what I also suspect I do think yeah, yep, that’s (0:40:01) Al: That is a good point. (0:40:03) Al: Because then they can charge for like a whole other island, right? (0:40:07) Kev: Yep or just tracks if they want to do you know if they go back to three laps, but yeah or just another island yeah (0:40:09) Al: I can’t see. I can’t. I can’t see. (0:40:14) Al: I’m doing that going like the whole point is this America world also here are some (0:40:18) Al: tracks you can only do in if you if you choose them in the menu. (0:40:20) Kev: Yeah, that’s a good point. I guess (0:40:23) Al: Like that feels weird and you go into free room in free room free room and you (0:40:27) Al: choose which island you want to free room on or there’s a bridge between the two (0:40:29) Kev: Yeah (0:40:31) Al: islands or something like that. (0:40:33) Kev: Okay, the bridge might work yeah, but you raise a good point it could be a whole new island I I can see that (0:40:38) Kev: But but overall like yeah, I think we’re in agreement. There’s gonna be some sort of features modes (0:40:43) Kev: Whatever they’re gonna end those are gonna be free. Absolutely (0:40:46) Al: Also, let us free Rome on Rainbow Road, please, and thank you. (0:40:49) Kev: That it (0:40:51) Kev: I (0:40:52) Al: Maybe Rainbow Road is the bridge. (0:40:55) Kev: Hear people talk about that because of course, but there’s a part where you’re literally crashing there (0:40:58) Al: Yeah, I know. (0:41:03) Kev: How you gonna free-rope that (0:41:05) Al: But, I mean, if you fall off, you go back. (0:41:09) Kev: You just okay, all right (0:41:09) Al: You have to go back to the start of it. (0:41:10) Al: There you go. (0:41:12) Al: I can see why it would be annoying, and I know why they haven’t done it, but that doesn’t (0:41:15) Kev: Yeah, okay (0:41:15) Al: mean I don’t want to do it. (0:41:18) Kev: You know (0:41:20) Kev: On the rainbow road like on this in this one (0:41:23) Kev: I there’s points where I think it’s the absolute best rainbow road they’ve ever done and there’s points where it’s the worst one (0:41:32) Kev: Like I think the lot of it is great. It’s fantastic. It’s it’s a it’s a real spectacle this one (0:41:38) Kev: But then there’s points where you’re not actually on the rainbow road. There’s bits where you dip on water and other weird stuff (0:41:45) Kev: I don’t like that, but but that just me (0:41:48) Al: I haven’t done it enough to have a full opinion because I actually got (0:41:53) Al: that Grand Prix I got in on my second try. I got three stars. So I was like, “Oh, oh well.” (0:41:58) Kev: No dang, look at you hotshot. (0:42:01) Al: So it’s the only one. Other ones took me many, many, many more tries. But yeah, (0:42:05) Al: that one I was like, “Oh my word, I just got it in the second try. That’s wild.” (0:42:09) Kev: Nice. (0:42:10) Al: Because I actually, the first time I did it, I got 1-1-4-1. And so I was like, “Oh no, (0:42:15) Kev: Oh, dang. (0:42:17) Al: If I get– I think I can– (0:42:18) Al: do this, and then I managed to get it the second time. (0:42:20) Al: It was very satisfying, but– (0:42:21) Al: So I need to go back and do it some more. (0:42:23) Al: I don’t think I’ll be getting a second time in the– (0:42:26) Al: is there a knockout tour with Rainbow Road? (0:42:28) Kev: I don’t remember off the I don’t think there is now I’m guessing there isn’t (0:42:32) Al: Yeah, OK. (0:42:34) Al: So I’ll need to go back and try it, just– (0:42:37) Al: either with the Grand Prix or just on its own. (0:42:38) Kev: Yeah, I guess nothing else from your week you want to talk about (0:42:39) Al: All right, should we talk about some “Cottagecore” games? (0:42:43) Al: 40 minutes in. (0:42:45) Al: We’ve got some news. (0:42:47) Al: So first of all, Lens Island. (0:42:48) Al: 1.0 is now out, I believe, I think you talked about it with Cody in the last episode, so we (0:42:52) Kev: We did (0:42:53) Al: don’t need to go over much, but it’s now out! Huzzah! They also di

Fox's Gasparino posted that Team Trump said it was close to announcing a handful of trade deals. The major ones the White House claimed progress on involved Japan, South Korea, and Vietnam.European bourses are mixed in quiet newsflow whilst US futures hold around the unchanged mark.USD looks to claw back recent losses. EUR/USD pulls back from multi-year high.USTs await Powell part 2 and details from the NATO summit; Bunds are pressured and currently towards session lows.Crude bid but still at the trough of recent parameters, metals marginally firmer.Looking ahead, US Building Permits, CNB Policy Announcement; NATO Summit, Fed SLR meeting, BoE's Lombardelli; Fed's Powell; US President Trump, Supply from the US, and Earnings from General Mills, Paychex, Micron.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks traded stronger following the firm lead from Wall Street, with gains capped as traders were cautious amid the fragility of the Israel-Iran ceasefire.Geopolitical newsflow was relatively light in APAC hours, with no hostile incidents seen between Israel and Iran; “There have been no [US] sanctions lifted on Iran,” said Fox Business' Lawrence, in reference to President Trump's post suggesting China could continue to buy oil from Iran.Fed Chair Powell said they would expect to see meaningful inflation effects from tariffs in June, July, and August. He added that if those effects failed to materialise, it could lead to an earlier rate cut.BoJ board member Tamura said that if upward price risks heightened, the BoJ could face a situation where it would need to raise rates decisively, even if uncertainty remained high, adding that he does not see 0.5% as a barrier for BoJ rate hikes.Fox's Gasparino posted that Team Trump said it was close to announcing a handful of trade deals. The major ones the White House claimed progress on involved Japan, South Korea, and Vietnam.Looking ahead, highlights include US Building Permits, CNB Policy Announcement; NATO Summit, Fed SLR meeting, BoE's Lombardelli, Pill, Greene; Fed's Powell; US President Trump, Supply from Italy, UK, US, and Earnings from General Mills, Paychex, Micron, Babcock.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

RTR Academy:Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR AcademyThis episode is sponsored by…NCH:Set up an LLC to protect your investments! – https://nchinc.com/rtrHEMLANE:Find better, more transparent property management with Hemlane at https://www.hemlane.com/lp/rent-to-retirement/Is the rental market crashing? Not so fast. In this episode, Adam Schroeder and Zach Lemaster dive into the real reasons behind recent rent fluctuations and what it means for investors. From reduced multifamily construction permits to overlooked contract risks, this is your full investor briefing on market timing, rent trends, and avoiding costly mistakes.Learn how to position your portfolio now to benefit from the coming inventory shortage and discover why a little rent fluctuation today could lead to big gains tomorrow.

Most founders talk about comfort. Aman engineered it. His Shopify brand took a pain point, added performance tech, and scaled to 8-figures.Aman Advani didn't plan on launching a DTC fashion brand. But after hating his own suits while working in consulting, he co-founded Ministry of Supply - a menswear company built around comfort, performance, and design. In this episode, he breaks down how they launched with a viral Kickstarter, found product-market fit fast, and scaled through relentless product iteration.If you're trying to build a differentiated Shopify brand, this episode is packed with tactical gold.Key Topics Covered:Launching on Kickstarter: strategy, messaging, and momentumEngineering product-market fit from real pain pointsWhy Ministry of Supply doubled down on performance materialsGrowing a fashion brand with DTC + retailCEO-level shifts: what Aman had to learn (and unlearn)If you're building a Shopify brand that solves a real problem — follow The Shopify Growth Show for weekly founder playbooks and tactical episodes.Resources:Aman AdvaniMinistry of SupplyJim Huffman websiteJim's TwitterGrowthHitThe Growth Marketer's PlaybookThe Shopify Growth Show

The global energy transition was already facing headwinds even as trade tensions and geopolitical uncertainty escalated. Supply chain disruptions, elevated interest rates, and persistent inflation have created additional hurdles for renewable projects. But could rising resource nationalism paradoxically accelerate the transition by spurring countries to prioritize domestic renewable energy development? In this episode, host Eklavya Gupte and Commodity Insights journalist James Burgess explore this complex dynamic with two guests who offer different perspectives. Dan Klein, head of future energy pathways at Commodity Insights, explains how nations are recalibrating their energy strategies to balance security concerns with decarbonization goals in an increasingly volatile geopolitical environment. Ben Hoff, Societe Generale's global head of commodity research, argues that the momentum behind the energy transition is unstoppable, and that protectionist measures could nurture domestic renewables sectors despite short-term disruptions. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

“It's a long-term story,” David McAlvany says of gold, and it's still going even as the metal pulls back from all-time highs. He compares buying gold futures to buying gold mining companies, and why investors might be interested in each. He says Bitcoin is “clearly not a safe-haven asset” and he thinks companies with it on the balance sheet could be in trouble if the market falls. For crude oil, he argues, “supply is the fulcrum” for price – and we have to look back to the Middle East as shale production falls into decline.

Risk was supported on Wall Street following Iran's "symbolic" strike on a US base in Qatar—de-escalatory in nature, given the clear effort to minimise casualties and collateral damage.Sentiment was further bolstered at the resumption of futures trading after US President Trump announced a ceasefire agreement between Iran and Israel, effective 05:00 BST.Israeli strikes were continuous as markets headed into Iran's proposed ceasefire time (01:30 BST) vs Trump's guided time (05:00 BST).Crude oil tumbled 9% on Monday, with losses of almost 3% seen heading into the European open.European equity futures are indicative of a positive open with the Euro Stoxx 50 future +1.2% after cash closed -0.2% on Monday.Looking ahead, highlights include German Ifo, Canadian Inflation, US Consumer Confidence, NZ Trade, NBH Policy Announcement, BoE's Bailey, Greene, Ramsden, Pill, Breeden; ECB's Lagarde, de Guindos, Lane; Fed's Powell, Hammack, Williams, Collins, Barr, NATO summit, Supply from UK, Germany, US, Earnings from FedEx, Carnival.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Sentiment bolstered after US President Trump announced a ceasefire agreement between Iran and Israel, effective 05:00 BST / 00:00 EDT.Though Israel claimed Iran had launched ballistic missiles and violated the agreement, which Iran has denied.USD softer as geopolitical premium recedes, attention now turns to Fed Chair Powell who testifies before the House.Bonds hold a bearish bias given latest Iran-Israel ceasefire; USTs are lower by a handful of ticks whilst Bunds are hit on updates via the German Finance Ministry.Crude clipped by the ceasefire, XAU loses its shine, base metals find a floor.Looking ahead, Canadian Inflation, US Consumer Confidence, NZ Trade, NATO Summit, NBH Policy Announcement, BoE's Bailey, Ramsden, Pill, Breeden; ECB's Lagarde, de Guindos, Lane; Fed's Powell, Hammack, Williams, Collins, Barr, Supply from the US, Earnings from FedEx, Carnival.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

RTR Academy:Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR AcademyThis episode is sponsored by…NCH:Set up an LLC to protect your investments! – https://nchinc.com/rtrHEMLANE:Find better, more transparent property management with Hemlane at https://www.hemlane.com/lp/rent-to-retirement/Is the rental market crashing? Not so fast. In this episode, Adam Schroeder and Zach Lemaster dive into the real reasons behind recent rent fluctuations and what it means for investors. From reduced multifamily construction permits to overlooked contract risks, this is your full investor briefing on market timing, rent trends, and avoiding costly mistakes.Learn how to position your portfolio now to benefit from the coming inventory shortage and discover why a little rent fluctuation today could lead to big gains tomorrow.

The global energy transition was already facing headwinds even as trade tensions and geopolitical uncertainty escalated. Supply chain disruptions, elevated interest rates, and persistent inflation have created additional hurdles for renewable projects. But could rising resource nationalism paradoxically accelerate the transition by spurring countries to prioritize domestic renewable energy development? In this episode, host Eklavya Gupte and Commodity Insights journalist James Burgess explore this complex dynamic with two guests who offer different perspectives. Dan Klein, head of future energy pathways at Commodity Insights, explains how nations are recalibrating their energy strategies to balance security concerns with decarbonization goals in an increasingly volatile geopolitical environment. Ben Hoff, Societe Generale's global head of commodity research, argues that the momentum behind the energy transition is unstoppable, and that protectionist measures could nurture domestic renewables sectors despite short-term disruptions. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

Global tensions as oil prices react to geopolitical events, with Brent crude ticking up after the US strike on Iran's nuclear facilities, though prices later flattened as tankers moved through the Strait of Hormuz. Despite Iran's parliament voting to close the strategic waterway, top leadership approval is required, and US Secretary of State Marco Rubio urged China to discourage such a shutdown given its critical impact on global oil consumption. Spot rates for large crude oil tankers from the Persian Gulf to China have surged dramatically amid heightened Middle East stability concerns, nearly doubling to over $57,000 per day for the largest crude carriers. Despite threats to close the Strait of Hormuz, major container lines like Maersk and CMA CGM continue their sailings, closely monitoring the situation while maintaining operations. In industry news, we pause to honor the passing of Frederick W. Smith, the visionary founder of FedEx, who died at age 80, transforming a college term paper idea into an $87.7 billion global overnight delivery powerhouse. Smith's pioneering concepts, military service, and strategic financial moves, like a high-stakes blackjack win, shaped FedEx into a company whose legacy touches virtually every corner of global logistics. The US truckload market continues to face significant challenges, with carrier revocations, or trucking businesses shutting down, running 16% higher year-over-year through mid-2025, reflecting sustained industry vulnerability. Recent regulatory enforcement, including renewed English language proficiency rules and stricter CDL fraud crackdowns, may be raising entry barriers, while softening demand and rising operating costs further squeeze profitability. Supply chain investments are on the rise in Mexico to support growing trade with the US, its largest trading partner. This includes Evans Transportation opening a new office in Laredo, DP World launching a freight forwarding hub in Mexico City, Geodis Logistics opening a new office in Guadalajara, We Store Frozen building a cold storage facility in Laredo, and Japanese firms Tokai Kogyo and Benchmark Electronics expanding their manufacturing footprints. FreightWaves is proud to spotlight the dawn of a new era with the AI Excellence in Supply Chain Award, recognizing game-changing use of artificial intelligence in logistics. The Supply Chain AI Symposium in Washington, D.C., happening this July, will crown industry leaders harnessing AI, machine learning, and large language models to drive smarter, more resilient, and sustainable supply chains. Learn more about your ad choices. Visit megaphone.fm/adchoices

As urban port neighborhoods have been redeveloped over the past few decades into residential and other uses, warehouse developers and tenants have moved to more inland locations. At the same time, ecommerce has created a need for tenants to be closer to their customer bases. These changes, which have created a high demand for inland urban infill spaces, has resulted in great opportunities for investors. Brian Ker, President of Snowball Investments, has built a portfolio of industrial properties in the Tri-State region of New York, Connecticut and New Jersey with proximity and ease of public transportation into Manhattan.

Scott Bauer says "there's plenty of oil to go around" and is shocked by the downward move in crude oil prices during Monday's trading session. He believes investors should be very careful on the short position with crude oil because "things are not over" but he's unsure if a $100-$120 crude oil is possible. Turning to metal commodities, Scott reacts to gold as the historical "safe haven" asset didn't move more than expected. Lastly, he weighs in on the volatility in bitcoin as it fluctuates amid the same geopolitical tensions impacting oil and gold.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Recording date: 18th June, 2025 The platinum group metals (PGMs) sector is experiencing a significant rally driven by fundamental supply-demand imbalances and emerging physical demand from China. Since May 1st, platinum has surged 33% while palladium has gained 12.5%, marking a notable shift in markets that had been in deficit for years without corresponding price appreciation.According to investment firm Olive Resource Capital, both platinum and palladium have operated in substantial deficits exceeding 500,000 ounces annually since 2022-2023, representing approximately 5% of their respective markets. The global palladium market totals roughly 9 million ounces annually, while platinum demand reaches about 7 million ounces, making these concentrated markets particularly sensitive to supply-demand shifts.The current catalyst appears to be genuine physical demand from China, where investors are substituting PGMs for gold purchases, creating actual warehouse drawdowns rather than paper trading. This physical buying is removing metal from available supply, creating tangible market tightness. The substitution effect extends beyond investment to jewelry markets, where platinum's discount to gold attracts price-conscious consumers.Supply-side pressures are intensifying structural constraints. South Africa, which produces 56% of global platinum, faces ongoing mine rationalization as deep, labor-intensive operations struggle with profitability at recent price levels. Meanwhile, Russia, contributing 26% of palladium supply, has been liquidating inventory to fund military operations, creating near-term oversupply but longer-term supply concerns.Industrial demand remains robust despite electric vehicle growth. Hybrid vehicles actually require more PGM content than traditional engines due to thermal management needs, while broader industrial applications for emissions reduction continue expanding.The combination of persistent deficits, Chinese physical demand, South African supply rationalization, and stable industrial consumption has created conditions for sustained price appreciation. With only 18 months of above-ground platinum inventory and mine development timelines extending 7-10 years, supply response capabilities appear limited, potentially supporting a multi-year bull market in PGMs.Sign up for Crux Investor: https://cruxinvestor.com

US President Trump confirmed the launch of “Operation Midnight Hammer”, which involved targeted strikes on Iranʼs nuclear facilities at Fordow, Natanz, and Isfahan.US President Trump warned that “many targets remain,” emphasising that the US had no desire for regime change but threatened larger future strikes if Iran failed to engage diplomatically.The Iranian parliament has approved the closure of the Strait of Hormuz after the US launched strikes against the countryʼs nuclear facilities. Iranʼs security body will make the final decision on whether to proceed with the plan, state television reported. Iran is weighing its response, with its Foreign Minister saying “all options” are on the table after Washington proved “they only understand the language of threat and force”, according to CNN.US President Trump to meet with National Security team at 13:00 EDT/18:00 BST on Monday, according to Bloomberg. Separately, a special IAEA board meeting is also scheduled for Monday.Initial market reaction saw crude higher, havens bid and equity futures softer; however, the move has since largely dissipated, potentially on hopes the strike is a "one and done" situation.Looking ahead, highlights include French, German, EZ, UK, US Flash PMIs, ECB President Lagarde; Fed's Goolsbee, Kugler, Supply from EU, Trump's National Security meeting.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

US President Trump confirmed the launch of “Operation Midnight Hammer”, which involved targeted strikes on Iranʼs nuclear facilities at Fordow, Natanz, and Isfahan.US President Trump warned that “many targets remain,” emphasising that the US had no desire for regime change but threatened larger future strikes if Iran failed to engage diplomatically.The Iranian parliament has approved the closure of the Strait of Hormuz after the US launched strikes against the countryʼs nuclear facilities. Iranʼs security body will make the final decision on whether to proceed with the plan, state television reported. Iranian Foreign Minister said “all options” are on the table.European bourses opened lower in reaction to US-Iran but some managed to climb into the green as the session progressed; US equities are modestly firmer.DXY benefits from the US attack on Iran and currently trades near session highs, JPY the clear G10 laggard.Brief upside in fixed income gives way to energy-induced inflation concern, bearish bias added to by the improving equity tone.Brent gapped higher by 5% at the open in reaction to US strikes on Iran, but has since entirely pared that move.Looking ahead, US Flash PMIs, ECB President Lagarde; Fed's Goolsbee, Kugler, Supply from EU, and Trump's National Security meeting.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Apostle Philip D. Derber

Permitting across the Portland metro is plummeting, but Oregon's lawmakers are responding with bold new reforms to accelerate housing development. In this episode, HFO's Michael Pierce explores the latest permit trends, housing bills, and investment opportunities multifamily owners, developers, and investors need to track across Oregon's shifting real estate landscape.

On today's episode, Dr. Mark Costes sits down with Lily Larsen, a standout field sales consultant with Henry Schein in South Florida. She opens up about her journey from collegiate swimmer to one of Shine's most respected reps, known for her high-touch, relationship-driven approach to supporting dental practices.   Lily shares how her role goes far beyond selling supplies—diving into practice performance, strategic planning, and long-term growth for her clients. She also discusses how Henry Schein's support has empowered her to be entrepreneurial within a massive corporate structure, and why she's not in a rush to move up the ladder. This episode is a masterclass in modern dental sales, trust-building, and what it means to truly partner with your clients. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.henryschein.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

SummaryIn this episode of What's in Store, Chris Ressa and Karly Iacono hold their feet to the fire—revisiting bold predictions made at ICSC to see what held up, what flopped, and what's next. From the unshakable rise of value retail to the surge in food and beverage concepts, they dissect the real trends shaping retail today. They dig into the tug-of-war between experiential and convenience, the true state of omnichannel, and why sustainability is more than a buzzword. It's a candid, no-fluff look at where retail is heading—and how close they came to calling it right.TakeawaysThe retail industry is experiencing a tight supply and high demand for space.Experiential retail is evolving, but convenience remains a priority for consumers.Omnichannel retailing has become a standard expectation for most retailers.Sustainability initiatives are not currently driving business decisions in real estate.Redevelopment and repurposing of properties are slower than anticipated due to various challenges.Food and beverage concepts are thriving, with a notable increase in coffee sales.Value retailing continues to be a strong focus for consumers amid economic pressuresThe conversation around tariffs and AI was less prominent than expected at ICSC.Mixed-use developments are still a hot topic, but execution remains challenging.Predictions for the future should consider longer timelines for significant changes.Chapters00:00 Introduction to Retail and Real Estate Predictions04:58 Reflections on ICSC Predictions09:52 Supply and Demand Dynamics in Retail15:08 Experiential vs. Convenience Retail19:54 The State of Omnichannel Retailing25:00 Sustainability and ESG Initiatives29:56 Repurposing and Mixed-Use Developments33:47 Food and Beverage TrendsEnjoy the show! Remember to rate and review!

This spring the tools and supplies from Door County's last feed mill were auctioned off. Myles Dannhausen Jr. talks about what the closing of Brussels Milling and Supply marks, and the roll the feed mills used to play in our communities. Plus, a look at Door County History Days and the value of historic preservation. Additional sound courtesy of IndustrialNoiseRhitmic 140106_02.wav by klankbeeld -- https://freesound.org/s/213228/ -- License: Attribution 4.0.

'Silver Industrial Demand Could Soon Consume Entire Mine Supply'(& Copper Situation Not Much Better) As you may know, the silver supply isn't currently in the best situation. The market's been running a deficit, and as today's guest Ian Harris mentions, we're on track for the industrial usage of silver to soon consume the entire mining supply. Which as you can imagine, wouldn't leave all that much left for investment, or anything else. But if you're counting on some of the copper mines to increase their silver production, just wait until you hear what's going on there! Which is what we examine in today's call, and to find out more, click to watch the video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - 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/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Copper Giant, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-copper-giant/Subscribe to Arcadia Economics on Soundwise

In this episode, Jeremie and Edouard Harris, co-founders of Gladstone AI and national security advisors, join us to break down the real score in the U.S.–China AI race. We unpack what it actually means to “win” in AI: from cutting-edge model development and compute infrastructure to data center vulnerabilities, state-sponsored espionage, and the rise of robotic warfare. The Harris brothers explain why energy is the hidden battleground, how supply chains have become strategic liabilities, and why export controls alone won't save us. This is not just a geopolitical showdown - it's a race for superintelligence, and the clock is ticking. ------