Podcasts about Supply

USAP allegedly paid a competitor $9 million to stay out of the Dallas market. A Texas teachers' pension system says it's paying twice the going rate for anesthesia because of it. Joe Rodriguez (Chief Growth Officer, Guide Anesthesia) is joined by Tracy Young (COO, Essential Anesthesia) and Gary Keeling (VP, Anesthesia Services at Coronis Health) to unpack the USAP consolidation fallout, why anesthesia pay works the way it does, and the debt mechanics behind CHG Healthcare's acquisition of Krewe Anesthesia. First: Representative Tom Oliverson's Houston Chronicle testimony and the Texas Teacher Retirement System's claim that USAP charges double the going rate, including the allegation that USAP paid Envision $9 million to stay out of the Dallas market entirely. Tracy makes the business case for what USAP did before making the ethics case against how they did it. Second: why anesthesiologists and CRNAs actually get paid what they get paid, and why "fair" isn't a market principle derived from your length of training. It's derived from what two parties subjectively determine. Third: CHG Healthcare's acquisition of Krewe Anesthesia, traced back through Leonard Green Partners and the collapse of Crozer Health. Tracy breaks down how debt-funded acquisitions work and why the model only survives as long as interest rates stay low. Plus: Joe's three-part fix for what's actually driving healthcare costs, and a listener question on practicing anesthesia in New York. Takeaways: Comparing anesthesia rates to "the market average" is meaningless. Most rates are too compressed to cover the actual cost of staffing anesthesia care. Anesthesiologists and CRNAs get paid what they get paid for one reason: that's what the market is willing to pay. Supply and demand, not sympathy or spin. Fairness is not a market principle, per se. Compensation is only ever what a buyer is willing to pay and a provider is willing to accept. Locums companies are becoming management companies because hospitals want one vendor to own the whole staffing headache, not five vendors to coordinate. Solving healthcare costs at the system level takes three things: real investment in public health, broad coverage delivered privately, and better use of the professionals already in the system. Want more Dr. Joe Rodriguez? Tik Tok: @jrodcrna21 Instagram: @jrod.crna & @abouttherestpod YouTube: @AboutTheRest Thanks for my co-hosts: Randy Moore (EVP & National Chief CRNA, NorthStar Anesthesia) Gary Keeling (VP of Anesthesia Services, Coronis RCM) To Learn More about Human Content Visit: ⁠⁠⁠http://www.human-content.com⁠⁠⁠ To Learn More about About The Rest Visit: www.abouttherest.com Got a Question? hello@abouttherest.com Part of the Human Content Podcast Network Learn more about your ad choices. Visit megaphone.fm/adchoices

a16z's David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all. David and Gavin explore the possibility that frontier labs, open-source models, applications, clouds, and NVIDIA can all capture significant value as AI adoption expands. They dig into the economics of the infrastructure buildout, why compute investments can have unusually fast payback periods, and what happens when today's relatively small group of heavy AI users expands to hundreds of millions of people. They also debate the risk of an AI bubble versus an AI shortage, the backlash against data centers, orbital compute, the rise of multi-model architectures, and NVIDIA's position at the center of the AI supply chain. Gavin makes the case that the AI buildout could help reindustrialize America, while David explores whether the bigger near-term risk is not overbuilding, but failing to build enough. Resources: Follow Gavin Baker on X: https://x.com/GavinSBaker Follow David George on X: https://x.com/DavidGeorge83 Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trump Says Iran War Is Back On & That They Are “Dead!” Pentagon Warns Hegseth Munitions Critically Low, Supply Lines Weak! Trump Attacks Data Center Critics As “Backwards & Poor!” Plus, Jimmy Dore Joins Alex Jones!

Welcome to this week's episode of Live Your Best Life, where we're sharing a powerful Live Encounter Time from our International Mentoring Community. Holy Spirit moved in a profound way, and this message is meant to bring you back into divine perspective, encourage your heart, and create space for Jesus to reset you in a beautiful, life-changing way.If you've been feeling the weight of the world or simply need time to slow down and soak in God's presence, this episode is for you. Settle in, take a breath, and listen expectantly as Jesus speaks to your heart.And if you'd like to go deeper, we invite you to explore the International Mentoring Community. IMC is a place where Jesus pours out every week, and where we gather to sit at Jesus' feet, grow together, and encounter God in a fresh way. Click the link below to see whether it's the right fit for your life.We pray this episode blesses you deeply and that you never come away the same.Related MaterialsJoin the International Mentoring Community IMC, to facilitate a safe environment where like-minded people at any stage of their walk can enter into a deeper experience of Jesus. Liz Wright will mentor you each week through revelatory teaching, powerful testimonies and the grace to step into life-changing encounters with Jesus.https://www.jointheimc.com/

Aman Advani is Founder and CEO of Ministry of Supply, a clothing brand using science to make the world's most comfortable clothing. The company was founded in 2012 with the mission to incorporate fundamental engineering and performance principles into clothing staples, ultimately building a wardrobe that both looks good, and feels comfortable.Prior to co-founding Ministry of Supply, Advani spent 4 years in management and non-profit consulting with Deloitte and TechnoServe. He holds a BSIE from Georgia Tech, and half an MBA from MIT, was a member of Forbes 30 under 30 list and BBJ's 40 Under 40 list, and has been featured as the cover of both ASB and Boston Magazine. Most recently, Aman was named to the NRF's 2023 "List of People Shaping Retail."In This Conversation We Discuss:[00:00] Introduction[01:58] First reactions to AI tools and Lovable[05:04] Co-founder's non-technical background[07:39] Sponsor: Klaviyo[09:45] Using Claude for CRO and analytics[13:07] Sponsor: IntelliGems[15:16] Build vs buy for AI customer service[19:12] How much human oversight remains[20:17] Sponsor: eFulfillment Service[22:04] More efficiencies from AI tools[24:22] Building an internal production system[27:05] Why AI makes agencies more valuable[29:42] Callouts[29:52] Getting teams comfortable taking the demo[32:08] Testing fast without overthinkingResources:Subscribe to Honest Ecommerce on YoutubeMachine Washable Everything ministryofsupply.com/pages/home-2  Follow Aman Advani linkedin.com/in/amanadvani Book a demo today a intelligems.io/ Get your free demo klaviyo.com/honest Lower scale costs today eFulfillmentService.com/honest If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Mahesh Rajasekharan of Cleo talks about what they do; data & visibility challenges; the evolution of supply chain orchestration; & their new Executive Report.  IN THIS EPISODE WE DISCUSS: [02.38] What excites Mahesh about transformation, why he calls Cleo a 'neo-startup', and how he has shaped their mission and growth strategy. "I've always been attracted to transformation opportunities… Cleo had great technology, loyal customers and an important market position. But it also had enormous untapped potential." [04.47] Who Cleo is, what they do, and what it means to orchestrate a supply chain, as opposed to simply integrating it. "Visibility tells you what happened, but orchestration is what helps you decide what to do about it. It's going from systems of record to systems of action." [06.29] The problem with historic working siloes, and how orchestration forces collaboration and a customer-first approach. "Often, planning has all the context but cannot execute. Execution systems can execute, but don't have enough context. The ability to bridge the co-ordination gap can unlock significant value – and every participant in the supply chain is responsible." [10.34] Cleo's north star – 'to make global supply chains better' – and the big turning points that have defined their evolution. [13.47] The ideal client for Cleo, how that profile has changed over the course of their evolution, and why supply chain has to become a revenue driver. [21.14] Why Cleo conduct an annual Global Supply Chain Executive Report, and the most surprising findings from 2026. [23.52] With 88% of organizations increasing their use of automation, yet 55% reporting increased operational complexity as a result, a closer look at exactly what's driving that disconnect. [25.43] Why only 16% of organizations say they have true end-to-end, real-time visibility across their supply chain, despite visibility being a critical goal for over a decade. "Supply chains have become true ecosystems, not enterprises… So the data an organization needs oftentimes sits outside its four walls." [29.46] As leaders become increasingly comfortable with AI-based recommendations but still struggle to trust the underlying data, where companies should actually focus if they want AI to deliver real value. "The two most important things are context and governance… You can't get to a data 'holy grail', but if you can establish a superior context, then you can execute." [35.10] How organizations can improve their data context and trust more quickly. [39.13] How companies can streamline order processing with Cleo to course correct problems, improve on-time and in-full performance, boost speed, reduce cost, and enhance customer relationships. [44.20] How sitting on the boards of Cleo, Ascend Software, and Banyan Software helps Mahesh understand the wider market and develop Cleo's own strategy moving forward. "It really makes you understand how universally challenging operational complexity has become… And it provides a strong perspective on what separates companies that successfully transform from those that struggle." RESOURCES AND LINKS MENTIONED: Head over to Cleo's website now to find out more and discover how they could help you too. You can also connect with Cleo and keep up to date with the latest over on LinkedIn, YouTube, Facebook and X (Twitter), or you can connect with Mahesh on LinkedIn. Check out our other podcasts HERE.

Send us Fan MailOn Multifamily AP360, Neal Bawa says his view has shifted: supply and interest rates now drive multifamily profits more than demographics, and inaccurate third‑party permit tracking in 2022–2023 missed about 30% extra supply that contributed to widespread negative rent growth across major growth markets. He describes using AI to scrape county permit data and to improve operations, arguing the industry underuses AI beyond underwriting. Examples include an AI “Secret Shop” system that tests lead follow-up speed and quality across owned properties and 86 competitors, and an AI-assisted camera workflow that creates timesheets and uncovered employee time theft. Bawa says the broader multifamily market isn't distressed, but syndication is shrinking sharply; pricing is fair given higher rates and weaker rents. He would buy in low-tax/low-insurance, supply-absorbed markets like Boise, avoid markets with significant incoming supply, and warns underwriting assumptions for rent growth and cap compression are often unrealistic. Support the showFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2026   virtual conference - https://mfap360.com/To find out more about partnering or investing in a multifamily deal:  email: info@ushacapital.com

Hosts Bart Diehl and Carson Yogan break down key shifts in the Arizona real estate market and what they mean for investors. In this episode:  Phoenix Demand Skyrockets: Record apartment absorption outpaces new supply for the first time since 2021, signaling rising rents and potential dividend growth. Debt Distresses Great Assets: How rising interest rates are creating opportunities to buy high-occupancy properties at significant discounts. Prescott's New Boom: The $262 billion TSMC plant is driving housing demand north, sparking new master-planned communities in Prescott.  Tune in for an insider's look at navigating today's commercial real estate landscape!

Once we print Magic cards, how do we get them to you, the players? This podcast talks about the various ways we do that.

On this episode of The Buzz, powered by Toyota Automated Logistics, hosts Scott Luton and Karin Bursa welcome Philip Vervloesem, Chief Commercial and Markets Officer at OMP, for a wide-ranging conversation on the forces reshaping global supply chains. From extreme weather and transportation disruptions to China's rapidly expanding automotive industry, the team explores today's biggest supply chain headlines before diving into AI, decision velocity, always-on planning, and the evolving role of supply chain professionals. Supply chain leaders have more data, technology, and intelligence at their fingertips than ever before, but the real competitive advantage comes from turning those insights into the right decisions faster. Scott, Karin, and Philip examine how organizations can use scenario planning, external market signals, AI agents, and connected decision-making to respond more effectively to disruption and uncertainty. They also explore why successful AI adoption isn't simply about automation or replacing people. Instead, the future belongs to organizations that combine intelligent technology with human judgment, collaboration, trust, and business context. Key Takeaways Resilience happens before disruption. Scenario planning and decision intelligence give organizations more options while there is still time to act. External signals matter. Weather, climate patterns, market conditions, and other syndicated data can help companies anticipate disruptions and continuously refine supply chain plans. Decision velocity is becoming a competitive advantage. Leading organizations aren't simply collecting more data—they're connecting data to decisions and executing those decisions across the enterprise faster. Agentic AI's greatest opportunity is augmentation. AI agents can identify issues, evaluate scenarios, coordinate information, and recommend actions, while people provide judgment, context, governance, and leadership. Always-on planning is changing traditional planning cycles. Planning isn't disappearing, but waiting for weekly or monthly cycles to respond to change increasingly will. The planner of the future needs strong human skills. Business knowledge, communication, influence, collaboration, storytelling, and the ability to navigate trade-offs will become even more valuable as technology advances. The future of supply chain planning isn't simply about moving faster—it's about making better decisions with greater confidence. As AI, intelligent planning platforms, and always-on capabilities continue to evolve, successful organizations will be those that connect technology with human expertise and turn complexity into action. Tune in to hear how leaders can prepare now for a more adaptive, resilient, and decision-driven supply chain. Additional Links & Resources: Toyota Automated Logistics: https://toyota-automated-logistics.com/ Enterprise Unleashed: The Biggest Lessons from 2026 So Far: https://streamyard.com/watch/CBk6F4Dgtwk3 The Peak Readiness Index Report 2026: https://bit.ly/Peak-Readiness-Report Low Rhine levels disrupting German industry: https://reut.rs/45BdaL8 Corporate concern over El Nino hits multi-year high: https://reut.rs/4xPGVnI There Aren't Enough Ships to Handle China's Booming Car Exports: https://on.wsj.com/4bXfZd8 OMP: https://omp.com/ Connect with Philip on LinkedIn: https://www.linkedin.com/in/philipvervloesem/ Upcoming Live Programming: https://supplychainnow.com/upcoming-live-programming/ Supply Chain Now Resource Hub: https://supplychainnow.com/resource-hub/ Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVk WEBINAR- SAP AI Inside the Supply Chain: From Silo to Orchestration: https://bit.ly/4bvpz6K WEBINAR- Operational AI in the Supply Chain: How context empowers agents and humans to operate side by side: https://bit.ly/4x7Vd2Z WEBINAR- You Can't Manage What You Can't See: Using Visibility, KPIs, and AI to Optimize Logistics Operations: https://bit.ly/4ql6iem This episode was hosted by Scott Luton and Karin Bursa, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit the dedicated episode page at: https://supplychainnow.com/buzz-decision-velocity-ai-agents-future-supply-chain-planning-1628 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of “The Business of Blueberries,” Kasey Cronquist, president of the U.S. Highbush Council (USHBC) and the North American Blueberry Council (NABC), is joined by David Magaña, senior vice president and senior analyst at RaboResearch Food & Agribusiness. Magaña is responsible for covering and analyzing the U.S. and North American fresh fruit and vegetable industries for RaboBank, and his insights are deeply relevant to anyone in the ag industry. In this episode, Magaña shares the current economic picture for global blueberry supply and demand, and provides a taste of what he'll share in his keynote presentation at the upcoming 2026 Blueberry Convention, Sept. 22-25 in Monterey, California. “ When we look at how much blueberry availability has been increasing over the past decade, that's an impressive story to tell. But still, with a lot of room for growth. We're talking just in the U.S., when we look only at the fresh segment, about three pounds per person per year, and still with a lot of room for growth.” – David Magaña Topics covered include: An introduction to Magaña and his work at RaboResearch Food & Agribusiness.A discussion of the current economic drivers of global blueberry supply and demand.A recap of a recent presentation Magaña delivered at the 16th Aneberries Conference in Mexico.The outlook for the economic opportunities and potential challenges ahead for the blueberry industry.Crop ReportThe Blueberry Crop Report is an update on crop conditions and markets throughout important blueberry growing areas. Today you'll hear from Emilie Parkanzky in Michigan, Alan Schreiber in Washington, Liczy Sotomayor in Mexico, Luis Vegas in Peru and Sunny Brar in British Columbia. This was recorded on August 27, 2026.

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

The threat landscape has become more interconnected, disruptive, and complex. Ransomware is now as much about extortion and data theft as it is about encryption. Supply chain events can create outages that ripple far beyond the initial target, and business interruption increasingly comes from third-party and cloud dependencies. How should CISOs prepare for these scenarios? Dan Bowden, Global Business CISO at Marsh, joins Business Security Weekly to discuss how to connect cyber risk to the outcomes boards care about most: resilience, financial exposure, regulatory impact, and reputation. CISOs need to position cyber as an enterprise risk, not a technical risk, that can be measured, prioritized, and managed alongside other strategic risks. Dan will discuss the results of Marsh's Cyber Catalyst research and Global Cyber Claims Report. Visit https://securityweekly.com/infosecworld2026 and save 30% on your ISW pass with code: ISW26-SWSAVINGS The Agent Is the New Insider: Why Human Risk Doesn't Stop at People: Black Hat Interview with Leslie Nielson, CISO at Mimecast AI agents now act with the same credentials and access as the humans who deployed them, but without the judgment or accountability that comes with actual employment. Mimecast CISO Leslie Nielsen argues that treating agentic AI as a brand new, standalone security category is the wrong instinct: agents are an extension of human risk, and the controls organizations already use to manage people are the right foundation for managing machines. In this conversation, Nielsen unpacks the growing gap between security leaders who expect AI driven attacks and those who feel prepared for them, and what that gap means for CISOs walking the floor at Black Hat. Segment Resources: Mimecast's new whitepaper Securing The Agentic Enterprise: https://assets.mimecast.com/api/public/content/securing-the-agentic-enterprise?v=ea66db05 Mimecast's landing page for thought leadership resources: https://www.workprotected.com/ Mimecast's State of Human Risk Report: https://www.mimecast.com/resources/ebooks/state-of-human-risk/ Mimecast's Threat Intelligence Hub: https://www.mimecast.com/threat-intelligence-hub/ For more information about Mimecast please visit: https://securityweekly.com/mimecastbh Ransomware Moves up the Org Chart: Managers Are Prime Targets: Black Hat Interview with Brett Stone-Gross, Sr. Director, Threat Intelligence at Zscaler When a ransomware attack makes headlines, attention usually turns to the organization that was breached, the systems encrypted, data stolen, and disruption or ransom demand that followed. Less, if anything, is revealed about the employees compromised at the start of the attack, and what makes those individuals valuable targets. New Zscaler ThreatLabz research examines this early stage of a real-world ransomware attack. ThreatLabz identified victims of a campaign associated with a ransomware group known for gaining initial access, stealing large amounts of corporate data, and selectively encrypting critical systems. The findings show who those victims were and how their roles and authority could help an attacker move deeper into an organization. This is part of ongoing ransomware research by ThreatLabz. The Zscaler ThreatLabz 2026 Ransomware Report, coming in the next two months, will include additional data on ransomware victims, the latest ransomware trends, targets, and tactics, and the risks enterprises should prepare for next. This segment is sponsored by Zscaler. Visit https://securityweekly.com/zscalerbh to learn more about them! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-462

War Room Trump Floats ‘Lake America' Instead of ‘Lake Ontario,' Tells Canada to ‘Fall In Line' As Cross-Border Trade War Escalates… PLUS, CIA Director Goes On Secret Moscow Trip, Questions Loom Over U.S. Meat Supply & Dolly Parton Dies at 80

Philippians 4:10-19 | YOUR Needs Are Not Bigger Than God's SUPPLYYOU have been measuring YOUR need — and it keeps looking bigger than anything that could meet it.That is where the fear lives. YOU add it up. YOU look at what YOU have against what YOU owe, what YOU need against what is coming in, and the gap looks impossible. And the longer YOU stare at the size of the need, the more convinced YOU become that this is the one thing too big for God to cover. But this passage says YOU have been measuring the wrong thing.Philippians 4 ends with one of the most quoted promises in the entire Bible — and one of the most misunderstood.Because most people hear it as a nice sentiment: God will take care of you. But look at what the promise is actually measured against. It does not say God will supply according to the size of YOUR need. It does not say according to what is realistic, or what is left over, or what makes sense on paper. It says according to a completely different measure — a source so vast that the size of YOUR need becomes almost irrelevant next to it.The supply was never tied to the size of YOUR problem. It is tied to the size of His riches.Here is what most people miss. Before that promise is ever given, the person writing it shares a secret he had to learn — a way of living that most people never discover — that allowed him to be completely steady whether he had everything or almost nothing. He was not writing this from a place of abundance. He was writing it having known real lack. And the secret he learned in those seasons is the exact thing that unlocks the promise for YOU.But there is something else — a specific condition surrounding this promise that most people skip right over.This famous promise of supply was not spoken into a vacuum. It was attached to something specific these people had done — a way they had partnered, participated, and given into the mission of God when no one else would. The promise of "all your needs supplied" came directly on the heels of their willingness to be part of what God was doing. And that connection is the key that most people miss entirely when they claim this verse.There is a link in this passage between what YOU pour out and what God pours back — and between the secret of contentment and the promise of supply — that will completely change the way YOU look at both the need in front of YOU and the riches behind it.What was the secret he learned? What is the supply actually measured against? And what is the condition attached to the promise most people quote but never fully receive?Press play — because YOUR needs are not bigger than God's supply. This message will show YOU what the promise is really measured against, and why the source behind it makes YOUR biggest need look small.

In this episode, Art discusses recent money headlines and their implications. Plus, he answers two listener questions—one about what the Bible says about saving and another about being upside down on a car loan.Resources:8 Money MilestonesAsk a Money Question!

Episode #1429: It's Friday as Toyota threatens GM's long-held U.S. sales crown while taking a very different approach to the market. We also talk about growing used EV sales and inventory, plus BMW finding out how customers feel about ads showing up on...

Yahoo Finance reported that Nvidia is in talks with South Korean AI chip startup Rebellions about a potential deal, with no terms disclosed. Nvidia, led by CEO Jensen Huang, seeks to extend its platform reach as startups look for distribution, software compatibility, and market access. A partnership could take the form of a minority investment, joint development, or distribution, with developer tooling and CUDA integration central to adoption. Supply considerations and local support in South Korea could influence delivery timelines and procurement. Competitive pressure from AMD, Intel, cloud providers' custom silicon, and local players like FuriosaAI provides context. Regulatory reviews, shaped by precedents such as Mellanox's approval and Arm's failed sale, may affect scope and timing. Founders should prepare for heterogeneous AI fleets, multi-chip support, and co-selling requirements in enterprise sales.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

"You know, Robert, I have no expectation to ever be happy at work. I just hope to be a little less miserable."  That's the line from a restaurant server that Robert Martichenko, board chair of TrailPath Workplace Solutions and founder of the lean consultancy LeanCore, can't shake.  Operational supply chain roles aren't easy, but that doesn't mean it isn't possible for people to find dignity in their work. Hoping to be less miserable one day at a time does little for individual frontline workers, and it does even less for the company that employs them and the customers they serve. In this episode of the Art of Supply podcast, Robert and Kelly Barner dig into what dignity means in the workplace, and why it is not the same thing as respect: - Why "respect for people" is the wrong frame, and what dignity actually requires - The four states TrailPath's research finds people in at work — and why nearly half of most workforces are declining or surviving, not growing or thriving - What the second law of thermodynamics has to do with your supply chain, and why chasing unit cost quietly cost procurement its relationships   Links: Robert Martichenko on LinkedIn: https://www.linkedin.com/in/robertmartichenko/  Kelly Barner on LinkedIn: https://www.linkedin.com/in/kelly-barner-6884443/  Art of Supply LinkedIn newsletter: https://www.linkedin.com/newsletters/art-of-supply-6895142546301960193  Art of Supply on AOP: http://www.artofsupply.com  Subscribe to the Art of Procurement Newsletter: https://resources.artofprocurement.com/art-of-procurement-podcast-subscribe   

How will AI reshape supply chain teams, technology investments, and the future workforce? In this episode of Supply Chain Now, Scott W. Luton is joined by Mike Griswold, Vice President Analyst at Gartner, for another conversation in the Supply Chain Today and Tomorrow series. Mike shares his perspective on AI strategy, supply chain technology, inventory management, and the decisions leaders must consider as business expectations continue to change. The conversation explores why organizations should be careful about replacing entry-level roles with AI, how supply chain teams can balance technology with human expertise, and what future leaders need to learn about data, decision-making, and operational excellence. Listeners will learn how to think differently about AI adoption, why high-tech companies offer valuable lessons for supply chain teams, and what skills may define supply chain leadership in the years ahead.  Jump into the conversation: (00:00) Introduction (08:36) Why more data does not always create better decisions (09:48) The future of just-in-time inventory strategies (11:31) Building alignment across business, supply chain, and AI strategy (15:36) Supply chain technologies worth investing in (18:31) Mike's supply chain hot take on AI and workforce changes (24:44) What supply chain can learn from high-tech companies (28:10) The moments that shape supply chain transformation (31:31) What future supply chain leaders will study in 2050 (33:34) How supply chain education programs need to evolve   Additional Links & Resources: Connect with Mike Griswold: https://www.linkedin.com/in/mike-griswold-6a68922/ Learn more about Gartner: https://www.gartner.com/ Gartner Announces 2026 Rankings of the Global Supply Chain Top 25: https://www.gartner.com/en/newsroom/press-releases/2026-06-17-gartner-announces-2026-rankings-of-the-global-supply-chain-top-25 Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://supplychainnow.com/media-kit/ WEBINAR- From Disruption to Stability: Building Resilient Logistics Solutions in a Rapidly Changing Global Market: https://bit.ly/3TguZMt WEBINAR- SAP AI Inside the Supply Chain: From Silo to Orchestration: https://bit.ly/4bvpz6K WEBINAR- Operational AI in the Supply Chain: How context empowers agents and humans to operate side by side: https://bit.ly/4x7Vd2Z WEBINAR- You Can't Manage What You Can't See: Using Visibility, KPIs, and AI to Optimize Logistics Operations: https://bit.ly/4ql6iem This episode was hosted by Scott Luton and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/lightning-round-returns-9-key-questions-1624 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Why are they selling their gold to give it to China?”Frank Holmes warns that gold-producing nations could begin buying and stockpiling their own production, creating a major new source of pressure on global gold supply.

What does the future of surgery look like in an AI-powered healthcare landscape? In this episode we sit down with Dr. Michael Guertin, Chief Perioperative Medical Director at The Ohio State University Wexner Medical Center, to explore how artificial intelligence is transforming perioperative care while keeping human expertise at the center. From risk stratification and surgical preparation to operating room efficiency, patient safety, and clinical decision-making, Dr. Guertin shares how AI can help healthcare teams work smarter, improve outcomes, and spend more time focused on patients. This episode is ideal for healthcare executives, perioperative and surgical leaders, digital health innovators, and clinical transformation professionals looking for practical insights into how AI can improve patient safety, operational efficiency, and care delivery while keeping human expertise at the center. Chapter Timestamps 00:00 Preview Clip 00:55 Introduction 04:56 Friction points in perioperative care today 11:29 Improving outcomes through enhanced surgical recovery programs 14:54 How AI is transforming perioperative care 19:42 Supply chain optimization and operational efficiency 24:22 The future of precision surgical checklists 29:41 AI as a coaching tool for healthcare teams 31:39 Digitizing informed consent and reducing errors 34:46 Leading AI adoption through effective change management 37:57 Leadership development and the future of AI in healthcare   Connect with Dr. Guertin on LinkedIn at https://www.linkedin.com/in/mikeguertinmd Find Dr. Guertin's work at https://medicine.osu.edu Subscribe and stay at the forefront of the digital healthcare revolution. Find out why we're the fastest growing digital health channel on YouTube!  The Digital Healthcare Experience is a hub to connect healthcare leaders and tech enthusiasts. Powered by Taylor Healthcare, this podcast is your gateway to the latest trends and breakthroughs in digital health. Learn more about The Digital Healthcare Experience here. Taylor Healthcare empowers healthcare organizations to thrive in the digital world. Our technology streamlines critical workflows such as procedural & surgical informed consent with patented mobile signature capture, ransomware downtime mitigation, patient engagement and more. For more information about Taylor Healthcare, please visit imedhealth.com   The Digital Healthcare Experience Podcast: Powered by Taylor Healthcare Produced by Naomi Schwimmer  Hosted by Chris Civitarese Edited by Eli Banks Music by Nicholas Bach  

The Sawkar Salute: School Supply Drive with a Twist: It's for Teachers! full 118 Wed, 19 Aug 2026 15:17:42 +0000 CHmIMmtJjiWTmQBVOIXNJzb6P6roNDz1 news The Morning News with Vineeta Sawkar news The Sawkar Salute: School Supply Drive with a Twist: It's for Teachers! Vineeta Sawkar brings you the day's most important and impactful news stories, talks with the news-makers and influencers we need to hear from, and brightens your day with fun anecdotes and stories along the way. Add in the latest weather, traffic, and sports…it's the best way to start the day! © 2026 Audacy, Inc. News https://player.ampe

The multifamily market is working through one of the largest apartment supply waves in decades—but the story may be shifting. In this episode of Keeping It Real Estate, Dan Brisse breaks down what's happening across the multifamily market, with a closer look at Dallas-Fort Worth and Nashville. While record deliveries have pushed vacancy higher and kept rent growth under pressure, new construction is falling sharply, creating a much thinner supply pipeline heading into 2026 and 2027. Dan explains why slowing construction, strong renter demand, and the growing affordability gap between renting and owning could create a significant tailwind for existing multifamily assets. He also dives into the distress building across the market as 2021–2022 vintage deals face maturing bridge debt, expiring rate caps, refinancing pressure, and forced sales. For well-capitalized and disciplined investors, Dan explains why this combination of distressed assets and a rapidly tightening supply pipeline could create a generational buying window—and why Granite Towers is staying aggressive on acquisitions while other investors remain on the sidelines. If you want to understand where the multifamily market is headed and why the next 12–18 months could create some of the most compelling buying opportunities in years, this episode breaks down the data and the strategy behind it. Learn more about Granite Towers Equity Group: www.granitetowersequitygroup.com/contact-us

The Sawkar Salute: School Supply Drive that's all about "Blue Jeans!" full 122 Tue, 18 Aug 2026 14:52:18 +0000 aJgpyHIhCg8eLJOhbJnZZ9RHNk3NrOgc news The Morning News with Vineeta Sawkar news The Sawkar Salute: School Supply Drive that's all about "Blue Jeans!" Vineeta Sawkar brings you the day's most important and impactful news stories, talks with the news-makers and influencers we need to hear from, and brightens your day with fun anecdotes and stories along the way. Add in the latest weather, traffic, and sports…it's the best way to start the day! © 2026 Audacy, Inc. News https://player.amperwav

Stewart Alsop sits down with Juan Verhook, founder of Tender Market, for a second conversation that ranges from the mechanics of European public tenders to the future of how we organize digital information. They cover how Tender Market helps smaller companies work around barriers like SOC 2 and ISO certification requirements, the surprising scale of public procurement (roughly 20% of GDP), and how AI and machine learning are reshaping the bidding process. From there the conversation opens up into bigger territory: the changing tolerance for being wrong in an AI-saturated information landscape, how language and culture shape perception, the reverse Turing test and the challenge of verifying human versus AI identity online, and Juan's daily workflow running eight or nine MCP servers through Claude Code. They close out talking about whether the folder and file system will survive the shift to AI-native interfaces, tying back to Stewart's own Stewart Squared episodes on the history of the PC. You can visit Tender Market at tendermarket.eu.Timestamps05:00 — Tender Market's origin story and how they help smaller companies work around SOC 2 and ISO certificate barriers.10:00 — Public procurement and its scale, roughly 20% of GDP, plus a look at public-private partnerships.15:00 — Local LLMs on a plane with no Wi-Fi, and comparing local model performance to frontier models.20:00 — Supply versus demand in AI infrastructure and whether hyperscaler token efficiency is quietly improving.25:00 — Whether AI will replace knowledge work tasks, and the shifting reality of what lawyers and other professionals actually do.30:00 — Reverse Turing test, digital identity verification, and the idea of a "pre-AI internet."35:00 — Model poisoning, RLHF, and the difference between pretraining and post-training.40:00 — Interleaved tool calling and how Tender Market ties pricing to task deliverables instead of billable hours.45:00 — RAG versus fine-tuning, prompt engineering, and when context windows actually matter.50:00 — Deterministic programming versus probabilistic agents, and when to build custom tools versus buy existing ones.55:00 — Juan's daily MCP stack (Supabase, GitHub, Calendly, CRM), and whether the folder-and-file system will survive the shift to AI-native interfaces.Key InsightsCertification requirements aren't dead ends—they're routing problems. When smaller companies got rejected from tenders for lacking SOC 2 or ISO certificates, Juan didn't turn them away. He found that EU procurement rules allow bidding as a consortium or subcontracting to a certified partner, turning a disqualifier into a workaround that builds trust with clients.Public procurement is a massive, underexamined market. Roughly 20% of GDP flows through public purchasing of private-sector goods and services, yet most people have no visibility into how tenders work or how governments post and award these contracts.Being wrong has become more socially acceptable. Juan traced this shift to the falling cost of information: in the Stack Overflow era, giving a wrong answer was costly, but now that answers are instant and abundant, both mistakes and corrections happen faster, changing how people learn and communicate.Task-based pricing beats hourly billing for AI-era services. Rather than charging per hour, Tender Market prices around the deliverable, winning a tender, which avoids the perverse incentive of hourly billing to be inefficient and instead rewards actually solving the client's problem.RAG and fine-tuning solve different problems. RAG helps a model reference large documents without hitting context limits, while fine-tuning changes a model's internal weights so it learns new behavior or style. Juan noted that true RAG use cases needing thousands of pages of context are rarer than the hype suggests.Deterministic code should replace repeated LLM calls once a pattern is found. Stewart described his own workflow: solve a task with an LLM a handful of times, then convert the repeated pattern into deterministic software so tokens are no longer spent on it, freeing the model for genuinely new problems.AI agents are never truly autonomous. Both hosts agreed that no matter how many steps an agent chains together, a human operator always initiates the first prompt, meaning accountability and intent trace back to a person even in multi-agent systems.

Brent crude remains in the high $80s as hopes fade for a US–Iran agreement and shipping through the Strait of Hormuz stays severely disrupted. Longer-dated crude prices suggest continued uncertainty, while gasoil futures point to sustained pressure on UK diesel and jet fuel costs. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

This week's Tech Corner turns to a recent entry into the public trading space: Cerebras (CBRS). Rick Ducat turns to the various headwinds and tailwinds facing the company as it seeks to become a worthy competitor to Nvidia (NVDA). Partnerships with other chipmakers like AMD Inc. (AMD) give it plenty of muscle but reliance on chip development from TSMC (TSM) raise investor concerns. Rick also turns to technical analysis of the Cerebras' post-IPO stock and options activity. ======== 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

From shifting commodity markets and explosive data center growth to drone delivery and AI-enabled workplaces, supply chain leaders are navigating change from every direction. In this episode of The Buzz, powered by Toyota Automated Logistics, Scott Luton and Dr. Rod Thomas are joined by Hans Kremer, partner and co-founder of Inchange, to unpack the latest supply chain headlines and explore what professionals and organizations need to thrive in a rapidly evolving business environment. The discussion shifts to professional development, where Hans shares why companies need to stop training in silos and create more cross-functional learning experiences. The group also explores lifelong learning, the value of hands-on operational experience, and why AI should be viewed as a capability multiplier, not simply a tool for cutting costs or increasing efficiency. They close with powerful insights on leadership, trust, empathy, and creating environments where people can succeed. Key Takeaways: Successful change starts with the people doing the work. Find true advocates early, listen carefully to resistance, communicate the “why” repeatedly, and give teams the time and resources needed to implement change. Supply chain has become a strategic differentiator. Competition increasingly happens between entire supply chain ecosystems, not simply individual companies. Tomorrow's supply chain professionals need more than technical expertise. Strategic inquiry, discernment, judgment, adaptability, communication, and influence will become increasingly important as AI expands access to technical capabilities. Copper and other critical resources could become major constraints on AI and electrification growth. Data centers, infrastructure investment, geopolitics, tariffs, and limited natural resources are creating complex global supply challenges. Professional development needs to become cross-functional. Giving employees opportunities to experience sales, operations, supply chain, finance, and other perspectives can help break down silos and improve organizational performance. AI should make people more capable, not simply more efficient. Organizations that use AI only to automate existing tasks may miss its greater potential to enable employees to solve problems and perform work they could not previously do. Leadership is about enabling the success of others. Strong leaders remove obstacles, protect their teams, model the right behaviors, build mutual trust, and create an environment people want to follow. This episode brings together timely supply chain news with practical lessons on leadership, learning, technology, and organizational performance. Whether you're preparing your workforce for AI, navigating major market shifts, developing the next generation of supply chain talent, or simply trying to become a stronger leader, Hans, Rod, and Scott offer actionable perspectives you can put to work right away.   Additional Links and Resources: Toyota Automated Logistics: https://toyota-automated-logistics.com/ With That Said: https://bit.ly/WTS-8-August-2026 Leading Beyond The Next Disruption: https://bit.ly/Mourad-Tamoud-SE Rod's LinkedIn Post: https://bit.ly/The-Perfect-SC-Manager Han's LinkedIn Post: https://bit.ly/Hans-Music-Stories Copper jumps to its highest level ever. What the metal is telling us: https://cnb.cx/4cvTGv8 Congo Issues Immediate Copper and Cobalt Ban as Smelters Pay Miners for Feedstock: https://bit.ly/DRC-Bans-Some-Exports Caterpillar sales surpass $20B as data center generators take off: https://bit.ly/CAT-has-big-2Q2026 DoorDash Takes to the Sky With Its Own Drones: https://on.wsj.com/4ccxIx7 Inchainge: https://inchainge.com/   The Readiness Rules: https://now.supplychainnow.com/the-readiness-rules Connect with Hans on LinkedIn: https://www.linkedin.com/in/hanskremer/ Connect with Rod on LinkedIn: https://www.linkedin.com/in/rod-thomas-a409a41/ Upcoming Live Programming:  https://supplychainnow.com/upcoming-live-programming/ Supply Chain Now Resource Hub: https://supplychainnow.com/resource-hub/ Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now   Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join   Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVk WEBINAR- From Disruption to Stability: Building Resilient Logistics Solutions in a Rapidly Changing Global Market: https://bit.ly/3TguZMt WEBINAR- SAP AI Inside the Supply Chain: From Silo to Orchestration: https://bit.ly/4bvpz6K This episode was hosted by Scott Luton and Rod Thomas, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/buzz-ai-copper-drone-delivery-future-supply-chain-leadership-1622  The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben Emons believes Applied Materials (AMAT) remains strong in the AI trade despite Friday's post-earnings sell-off. However, China revenue shows some weakness, and Ben is keeping an eye on how that will affect demand for the company's products. Supply constraints also pose a challenge to future earnings strength. ======== 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

Michael Bernstam: Michael Bernstam discusses a critical shortage of refined products such as diesel and gasoline, noting that global supply has dropped by 8.3 million barrels per day. While crude oil is available, refining capacity in the US and Europe has declined for decades. Recent Ukrainian drone strikes have further crippled Russia's refining capabilities, forcing it to import fuel. These disruptions, along with Houthi attacks in the Red Sea, contribute to a daily deficit of 2 million barrels. Bernstam warns that consumers worldwide will face higher energy and food prices indefinitely as a result. (1)

TABLE OF CONTENTS, THE JOHN BATCHELOR SHOW, 8-12-2026Michael Bernstam: Michael Bernstam discusses a critical shortage of refined products such as diesel and gasoline, noting that global supply has dropped by 8.3 million barrels per day. While crude oil is available, refining capacity in the US and Europe has declined for decades. Recent Ukrainian drone strikes have further crippled Russia's refining capabilities, forcing it to import fuel. These disruptions, along with Houthi attacks in the Red Sea, contribute to a daily deficit of 2 million barrels. Bernstam warns that consumers worldwide will face higher energy and food prices indefinitely as a result. (1)Michael Lucchese: Michael Lucchese explores the history and modern return of isolationism within American politics, particularly the Republican Party. He characterizes isolationism as a short-sighted avoidance of global affairs that often coincides with political extremism. Lucchese argues that the West is currently in a civilizational contest against an axis of revisionist powers including China, Russia, Iran, and North Korea. He critiques recent administrations for showing a lack of civilizational confidence, which he believes has encouraged adversaries to be more aggressive on the world stage. (2)Captain James Fanell: Captain James Fanell reports on China's escalating campaign to annex international waters east of Taiwan. For the first time, Chinese vessels are interrogating ships on the high seas, an outrageous violation of maritime norms. This aggression occurs as the US Navy is severely overstretched, with carrier deployments extending to nine months and the arsenal of democracy being depleted by conflicts in Ukraine and the Middle East. Fanell urges the US and partner navies to conduct joint maneuvers with Taiwan to counter Beijing's comprehensive national power strategy. (3)Mark Clifford: Mark Clifford discusses the ongoing detention of British citizen and entrepreneur Jimmy Lai in Hong Kong. While China recently released a Protestant pastor, Xi Jinping reportedly remains determined that Lai, a fervent Catholic and advocate for Western values, will die in prison. Clifford suggests Xi's animosity is personal, rooted in a belief that the survival of the Communist Party is paramount and that any dissent is an existential threat. Despite the UK's new leadership focusing on domestic issues, Clifford hopes the government continues to pressure Beijing for the release of its citizen. (4)Charles Burton: Charles Burton provides insight into the annual Beidaihe retreat, where Chinese leaders meet secretly to decide the party's direction. This year's focus is on a failing domestic economy, including a collapsed housing market and crushing local government debt. Burton notes that Xi Jinping's limited international travel may indicate internal instability. Additionally, the discussion touches on escalating trade tensions between Canada and the US over potential tariffs and disagreements regarding the financing of the new Gordie Howe International Bridge. (5)Peter Huessy: Peter Huessy examines the fragile state of nuclear deterrence as Russia conducts drills for tactical nuclear weapons. He warns that the US is behind the eight ball regarding theater nuclear options, possessing only gravity bombs while Russia maintains thousands of short-range weapons. Huessy fears Putin may use these weapons for blackmail if he perceives a conventional loss in Ukraine. He advocates for the rapid modernization of the US nuclear triad, specifically calling for sea-launched cruise missiles to restore a credible deterrent against reckless adversaries. (6)Cliff May: Cliff May argues that Islamism is not being studied with the rigor that communism once received during the Cold War. He observes that many university Middle East studies departments, funded by foreign interests such as Qatar, have become Islamist adjacent. May highlights a recent Senate hearing on the Muslim Brotherhood where most senators failed to attend, fearing accusations of Islamophobia. This willful determination to ignore history allows the red-green alliance of far-left activists and Islamists to grow, posing a significant threat to democratic values. (7)Admiral Mark Montgomery: Admiral Mark Montgomery details the growing cyber and hybrid warfare cooperation within the axis of aggressors: China, Russia, Iran, and North Korea. This cooperation often involves criminal actors sharing attack techniques and technology to target critical infrastructure. Montgomery warns of new generation warfare, including terrorist acts, jamming, and disinformation. He specifically points to China's Volt Typhoon program, which has installed malware in US rail, water, and energy systems. Montgomery urges an all-hands-on-deck approach to secure essential systems, as attribution for these ghost-like attacks remains difficult. (8)Simon Constable: Simon Constable reports on rising commodity prices, with Brent crude reaching $89 per barrel and European gas prices surging 18 percent. He discusses the recent change in UK government, where new Prime Minister Andy Burnham has pledged to focus almost exclusively on domestic issues. Constable also touches on the results of a longevity quiz, noting that average life expectancy in the US has reached 79 years. Finally, the conversation addresses unusual political rhetoric in Britain regarding the monarchy and the impact of extreme weather and wildfires across Europe. (9)Bob Zimmerman: Bob Zimmerman discusses the progress of commercial space ventures, highlighting Rocket Lab's new contract for its reusable Neutron rocket. He explains how companies such as SpaceX are developing recoverable capsules for in-space manufacturing, including pharmaceuticals. Zimmerman also notes a recent Chinese rocket failure, which was transparently reported only because of local live-streamers. Additionally, India is attempting to transfer control of its spaceports to the private sector to foster competition. Despite opposition from fake environmental activist groups, Zimmerman remains optimistic about the future of private-sector space exploration. (10)One correction applied: the raw had "Vault Typhoon" — the PRC infrastructure intrusion campaign is Volt Typhoon. Also still open from the prior batch: Hu Chunhua and Mohammad Reza Tavakoli.Across both batches, four threads run through nearly every segment.The axis as a working system, not a slogan. Chinese and Russian materiel moving to Iran (Holt), Iranian resupply of the Houthis (Fitton-Brown), Hezbollah's Syrian pipeline (Daoud), and Montgomery's cyber cooperation among all four — the same four capitals appear in Lucchese's civilizational contest and Montgomery's shared attack techniques. The story is no longer four separate adversaries but one logistics and learning network.Pauses as rearmament. Haqqani, Daoud, and Fitton-Brown independently report Iran boasting that ceasefires are for restocking. Sayeh supplies the domestic mirror: executions spike precisely when negotiations are underway. Ben-Ur gives the Gaza version — Hamas distributing rifles while the disarmament deal is being signed. The diplomatic interval is the adversary's production cycle.American absence, and who fills it. Haqqani's "helpless giant," Fitton-Brown's elephant in the room, Fanell's nine-month carrier deployments and depleted arsenal, Huessy's theater nuclear gap, Bernstam's lost refining capacity. Chang and Holt argue the reticence is a gambit; the guests closer to the ground read it as depletion. Haqqani's line is the sharpest: China wins by saying nothing.Xi's brittleness. Collier's $7.7 trillion in hidden bad loans, Burton's Beidaihe meeting on a collapsed housing market and local debt, Xi's shrinking travel schedule, Holt's factional rival. Clifford's Jimmy Lai segment is the same material in personal form — the vindictiveness of a leader who treats any dissent as existential. External aggression from Fanell sits directly on top of internal weakness from Collier and Burton, which is the more interesting juxtaposition than either alone.Two smaller pairings worth an hour break: Bernstam and Constable both on energy and food prices as the civilian bill for all of the above, and Araújo/Peña Esclusa's hemispheric shift as the one segment where the trend runs the other way — Petro out, De la Espriella in, Lula isolated.If you want a running order argument: Collier and Burton to establish the weakness, Fanell and Holt for the aggression it produces, then the Iran arc from Haqqani through Sayeh, with Bernstam and Constable as the price tag.

Retailers want to grow. The question is what they'll pay for the right space.Retailers want more stores. Vacancy remains historically low. And meaningful new retail development is still years away.So what does that mean for the next five years of retail real estate? What are the forces today that are driving the future?At the center of the August What's in Store conversation between CBRE's Karly Iacono and Chris Ressa is a fundamental supply and demand imbalance. Retailers continue to look for opportunities to grow, but the economics of large-scale new development remain challenging. Construction costs, land availability, interest rates and exit values all factor into the equation.But there is one lever that ultimately has to move to make more projects pencil: rent.And that shift is already underway.The question is how far it can go, and what happens along the way.Karly and Chris dig into what rising net effective rents and limited new supply could mean for existing retail real estate, and whether retailers have more room to pay for the locations they really want. They also explore why the physical store has become more valuable to retailers, not just as a place to generate sales, but as a critical part of how brands reach and serve their customers.The changing market is influencing more than rents. Retailers are rethinking the traditional store prototype, using better data to make decisions about where to open, how big to go and which formats make sense in different markets. The result is a much more nuanced approach to expansion, from flagships and large-format stores to smaller concepts, outlets and pop-ups.And as competition for the right space increases, the way deals get done is evolving too. Lease negotiations are changing, retailers are planning their pipelines years in advance, and both sides are looking for ways to move from opportunity to open store faster.Where does all of this lead?The conditions shaping retail real estate today could define the market for years to come. What's changing now, what still needs to change, and what it could mean for the next five years.What You'll HearWhy rents need to rise before meaningful new retail development returnsHow low vacancy is making the right locations more valuableWhy retailers are getting more intentional about where and how they growHow better data is creating more conviction around store decisionsWhy physical stores matter more than the headlines suggestHow the landlord and tenant dynamic is shiftingChapters03:10 - When does new retail development come back?Chris explains why rent, not retailer demand, is the biggest hurdle standing between today's market and meaningful new shopping center construction.05:45 - The rent growth hiding in plain sightFace rents don't tell the whole story as TI packages, retailer investment and net effective rents reshape deal economics.08:36 - Does geography change the development equation?Land availability, Sun Belt growth, interest rates and construction costs determine where new projects have the best chance of penciling.11:12 - The physical store is more valuable than the headlines suggestChris argues that the market still underestimates what stores do for retailers and their relationship with consumers.12:03 - Retail's one-prototype era is overRetailers are using data to make smarter decisions about formats, distribution, clustering and market-specific store strategies.16:41 - What younger consumers reveal about physical retailKarly's New York retail tour with her kids shows how pop-ups, flagships and social media can work together to drive real-world shopping.21:09 - Lease negotiations are moving back toward balanceAfter years of tenant-friendly movement, landlords and retailers are becoming more pragmatic about non-monetary provisions and getting deals done.24:24 - Why the store-opening timeline still needs workRetailers are planning pipelines years in advance because leases, municipalities and multiple decision-makers make timelines difficult to compress.27:02 - The lease provision seeing the biggest shiftUse restrictions have become significantly more flexible as shopping center tenant mixes continue to evolve.29:28 - The local entrepreneur has changedMore founders are thinking about scale, franchising, private equity and monetization before they even open location number one.

Patrick McKenzie (patio11) is joined by Manish Goregaokar, a senior software engineer and member of the Rust security response team, to discuss what LLMs do to the cost side of running a sophisticated con. They walk through a scam built for programmers: a plausible company, a few rounds of interviews, and an NDA signed via "sign in with email" that quietly hands an attacker the identity account everything else resets against. A version of it hit at least five people in the Rust community within days of Manish publishing on the subject, and Patrick describes being targeted himself by someone posing as a Bloomberg reporter who wanted him on a Zoom call with a codec problem. They also cover money mules and the three stages of laundering, the $25 million Hong Kong transfer authorized on a fully deepfaked video call, and why the only durable individual defense is refusing to trust any communication you did not initiate.–Full transcript available here: https://www.complexsystemspodcast.com/what-llms-do-to-the-economics-of-scams-with-manish-goregaokar/ –Presenting Sponsors: Mercury, MongoDB & GranolaComplex Systems is presented by Mercury—radically better banking for founders. Mercury's new feature Command brings an LLM directly into your banking interface, so checking balances, finding invoices, or sending a wire is as easy as asking. Apply online in minutes at https://mercury.com/. If meetings consistently leave you with hazy action items and lost context, Granola handles the transcription so you can actually participate and gives you searchable notes afterward. Try it free at granola.ai/complexsystems with code COMPLEXSYSTEMSWhat's the point of building faster with AI if your database can't keep up? MongoDB's native data model mirrors the language LLMs already speak. Ship at the speed of AI while staying ACID compliant at Fortune 500 scale. Start building at https://mongodb.com/ai.–Links:Manish Goregaokar's blog: https://manishearth.github.io/  Manish on X: https://x.com/ManishEarth–Timestamps:(00:00) Intro(00:27) The future of the con is already here(01:40) Scams are run like businesses(03:30) A scam aimed at programmers(05:12) Why single sign-on is the one ring to rule them all(06:50) Persistent threats against individuals(08:58) What LLMs change about cost(11:40) Manual scams and business email compromise(14:30) How money movement constrains scammers(17:39) The industry that helps you pay ransoms(19:32) Bespoke attacks on individual targets(21:41) The Rust community gets targeted(23:02) Supply chain attacks and long-lived impersonation(24:58) Money mules and the three stages of laundering(28:35) Why law enforcement struggles with internet crime(30:01) Sponsors: Mercury │ Granola(33:03) Patriotic hackers and the post-Soviet talent pool(35:27) What individuals can do(36:27) Only trust communication you initiate(38:21) Wire fraud in real estate closings(41:07) Why legitimate institutions look like scams(45:22) Who eats the loss(47:21) Sponsor: MongoDB(48:12) Why banks can't just block new payees(50:45) Verification protocols and family passwords(53:07) Urgency and secrecy(54:44) Systemic fixes and who pays(57:55) Open weights and the coming wave(01:02:17) Wrap

The U.S. short-term rental market is showing surprising strength—even as the broader economy sends mixed signals. In this episode of The STR Data Lab, Jamie Lane and Bram Gallagher break down July's performance and explore what's really driving growth across the STR market. U.S. RevPAR jumped 7.2% in July, with ADR emerging as the biggest contributor, while occupancy also moved into positive year-over-year growth.The conversation goes beyond the headline numbers to separate the impact of the 2026 World Cup from broader market trends. While World Cup host cities saw significant gains in both rates and supply, the rest of the country also delivered strong rate growth—and supply growth outside host cities remained below 2%. Looking ahead, Jamie and Bram discuss why higher interest rates could keep supply growth constrained, why improving occupancy and ADR could support strong unit-level performance through the rest of 2026, and what changing booking behavior means for pricing strategy.One of the most encouraging signals for operators is a reversal in the long-running trend toward shorter booking windows. Lead times have increased or held steady for four consecutive months, with coastal markets seeing particularly notable gains. For hosts and managers, that shift could create new opportunities to capture demand earlier and price more strategically.You don't want to miss this episode if you're planning your STR strategy for the rest of 2026.Key TakeawaysRevPAR is accelerating: U.S. RevPAR increased 7.2% in July, driven primarily by stronger ADR and supported by improving occupancy.The World Cup boosted rates, but it wasn't the whole story: Rate growth was especially strong in host cities, but gains were broad-based across the country.Supply growth is likely to remain limited: Outside World Cup host cities, supply growth was below 2% in June and July, with high mortgage rates and expensive real estate continuing to constrain new listings.Longer lead times could change pricing strategy: Travelers are increasingly booking further in advance, reversing a years-long trend toward last-minute bookings. Hosts should pay attention to pacing and adjust pricing accordingly.The outlook for unit-level performance remains strong: With occupancy trending upward, ADR growth remaining healthy, and limited new competition expected, operators could see continued gains through the remainder of 2026.Sign up for AirDNA for FREE

Host: Lalo Solorzano and Andy Shiles Guest(s): Ken Roberts and Tatiana Panzardi Published: August 13, 2026 Length: ~35 minutes Presented by: Global Training Center Summary The latest U.S. trade numbers are in—and they reveal an economy being reshaped by artificial intelligence, tariffs, changing supply chains, and new patterns in global commerce. In this quarterly trade update, Lalo Solorzano and Andy Shiles welcome back trade-data expert Ken Roberts, joined by Tatiana Panzardi of WorldCity, to unpack U.S. Census Bureau trade data through the first six months of 2026. The numbers tell a fascinating story. U.S. trade is up, Mexico is firmly positioned as the nation's leading trading partner, and Port Laredo has returned to the top among U.S. trade gateways by value. But perhaps the biggest shift is happening in technology: computer imports have surged as companies pour billions into AI infrastructure and data centers, changing rankings that were historically dominated by oil and automobiles. At the same time, passenger-vehicle imports and exports are feeling the effects of tariffs and changing automotive policy. Beyond the statistics, this episode asks the question that matters to trade professionals and business leaders: What do these numbers mean for your sourcing, markets, contracts, and growth strategy? Main Topic / Discussion U.S. trade is undergoing a structural shift. Ken and Tatiana walk through the latest trade data and explain how AI investment, tariffs, energy, automotive trade, and supply-chain realignment are changing which commodities, countries, and ports dominate U.S. commerce. One of the clearest signals is the extraordinary growth in computer imports. Through the first six months of 2026, the episode reports computer imports at approximately $194.4 billion, compared with roughly $101.4 billion during the same period in 2025. Much of that growth is tied to servers and infrastructure supporting AI data centers. Meanwhile, Mexico remains central to U.S. trade, while Taiwan, Vietnam, South Korea, and other Asian economies are becoming increasingly important within changing global supply chains. The automotive story looks different. Passenger-vehicle imports have declined amid tariffs, while exports to several major markets have also weakened. The discussion explores what that means for specialized automotive ports and for companies navigating higher costs and shifting demand. Ultimately, the hosts bring the data back to business strategy: understanding trade trends can help companies identify new export markets, rethink sourcing, anticipate supply-chain changes, and spot opportunities before competitors do. Key Takeaways • AI is rewriting the U.S. import rankings. Massive investment in servers and data-center infrastructure has pushed computers ahead of categories such as passenger vehicles and oil, illustrating how quickly AI investment is affecting physical trade flows. • Mexico's importance continues to grow. Mexico ranks as the leading U.S. trade partner in the data discussed, including its critical role in both imports and exports, while Port Laredo has again become the nation's leading trade gateway by value. • Supply chains continue shifting away from China. Taiwan, Vietnam, South Korea, and other Asian markets are taking increasingly prominent positions as tariffs, technology investment, and sourcing strategies reshape longstanding trade patterns. • Trade data should be a business-development tool. Importers, exporters, executives, and small-business owners can use commodity, country, and port data to identify growing markets, sourcing opportunities, emerging demand, and potential risks. Resources & Mentions • Global Training Center • USTradeNumbers • Ken Roberts on Forbes Credits Host: Lalo Solorzano Andy Shiles Guest(s): Ken Roberts - LinkedIn Tatiana Panzardi - LinkedIn Producer: Lalo Solorzano

In December of 2025, a $285,000 Windrose Technology electric semi-truck went missing. It still has not been found.  Reportedly, two mechanics who kept it running, Travis Waite and Harold Keller, left Windrose Technology owed a combined $91,000 in back wages, and (according to the company) are holding the truck until they are paid. That's not the strangest thing about Windrose Technology. It's just the most dramatic. Windrose is a Chinese-founded, Belgium-headquartered electric truck startup. It was founded in 2022 by Wen Han, a 36-year-old Stanford MBA and all-around colorful character.  By most independent accounts, the truck itself is good, but that does little to explain the public disputes with former employees.  Is this a well-engineered truck buried under a chaotic company with an eccentric founder or a company whose chaos is a preview of what may happen when production has to scale? In this episode of the Art of Supply podcast, Kelly Barner covers: - Why a $285,000 electric truck is currently sitting somewhere nobody at Windrose can find, and why the two guys who allegedly know where it is aren't telling - How a truck built in China ended up with a VIN that says it was made in Georgia, and what that suggests about trucking safety compliance's dependence on the honor system - Why Nikola's pardoned, convicted founder made a lowball offer for the company, and why that story gets a lot more complicated once you see the actual trucks Windrose has on the road in Texas and Chile   Links: Troubling Times for Electric Trucking: https://artofprocurement.com/blog/supply-troubling-times-for-electric-trucking  Why is nobody talking about China's new supply chain regulations?: https://artofprocurement.com/blog/supply-why-is-nobody-talking-about-chinas-new-supply-chain-regulations  Kelly Barner on LinkedIn: https://www.linkedin.com/in/kelly-barner-6884443/  Art of Supply LinkedIn newsletter: https://www.linkedin.com/newsletters/art-of-supply-6895142546301960193  Art of Supply on AOP: http://www.artofsupply.com  Subscribe to the Art of Procurement Newsletter: https://resources.artofprocurement.com/art-of-procurement-podcast-subscribe   

Pakistan's key mediator has held a second meeting with Iran's Foreign Minister Araghchi and is seeking to extend the 60-day truce, according to an informed source cited by Al Arabiya.Strait of Hormuz authority rejected US claims and said the waterway remains blocked until Iran's conditions are met, according to Press TV.Crude futures initially declined but clambered off worst levels, with price action indecisive amid the absence of any major geopolitical updates overnight.USD/JPY saw a bout of mild pressure late in the session after Bloomberg sources said that the Takaichi government is said to support a faster BoJ rate hike.APAC stocks were predominantly in the green as the region took its cue from the mild positive handover from Wall Street; European equity futures indicate a positive cash market open.Looking ahead, highlights include UK GDP (Jun/Q2), Trade Balance (Jun), Swedish/Spanish Inflation Final (Jul), EU Industrial Production (Jun), US Initial Jobless Claims (Aug/08), PPI (Jul), Norges Bank Policy Announcement (Aug). Speakers include Fed's Hammack & Barkin, Norges Bank's Bache. Supply from the US. Earnings from Applied Materials, RWE, Antofagasta & Maersk.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Strait of Hormuz authority rejected US claims and said the waterway remains blocked until Iran's conditions are met, according to Press TV.USD/JPY saw a bout of mild pressure late in the session after Bloomberg sources said that the Takaichi government is said to support a faster BoJ rate hike.US equity futures mixed, with the NQ giving back some of Wednesday's gains.DXY flat; NOK softens as the Norges Bank leaves rates unchanged but signalled progress on inflation.Fixed income benchmarks muted heading into US PPI and a US 30-year auction.Energy benchmarks steadily fall as geopolitical headlines quieten down.Looking ahead, highlights include US Initial Jobless Claims (Aug/08), PPI (Jul). Speakers include Fed's Hammack & Barkin. Supply from the US. Earnings from Applied Materials.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Today let's talk about something I’ve been asked many times over the years. “Why warehousing?” Or “Why transportation?” Or “Why the supply chain?”  After unloading trailers, pulling orders, operating forklifts, supervising teams, managing operations, and on to the executive team, I’ve been asked that question hundreds of times. People usually expect me to answer with one of the obvious reasons. That there’s good money, great benefits, opportunities for overtime, or the Job security and Promotion opportunities, and how the works stable, sometimes even considered essential. And those are all true, and they’re all important. But if I had to narrow everything down to just one reason? Just one thing that makes this industry different than almost every other career?  Well, I'd have to go with how this industry rewards the person you’re willing to become. Not who you are today or where you came from. Not what grades you made or where you went to school or who your parents were. This industry has always rewarded effort. It rewards people that keep showing up and that continue learning. It rewards people that become more valuable every year. And to me anyway, that’s something incredibly special.  When someone asks me what they should do with their career, I often tell them that warehousing isn’t just about moving boxes and transportation isn’t just about trucks and how the supply chain isn’t just about inventory. It’s about solving problems. It’s about making businesses successful and it’s about making sure families receive what they need. Every package is delivered. Every grocery shelf is stocked. Every hospital was supplied. Every manufacturing plant receives their raw materials. Every online order arrives on someone’s porch. All of that happens because thousands of us workers choose to become professionals. One of the things I love about this industry is that there are very few ceilings. As I've said many times, you can literally start today sweeping floors and next year you might be operating equipment. A year later you’re training others and soon you’re a lead. Then a supervisor. Maybe an inventory analyst. Perhaps a dispatcher or transportation coordinator or a safety professional. Even an operations manager, director, or Vice President. I’ve watched people make that journey. I’ve had the pleasure of hiring several of them and the honor of promoting many of them. Not because they had the fanciest résumé. But because they earned the opportunity.  First off, our industry notices consistency. I know I sound like a broken record sometimes. I keep repeating these things because they are that important and just that simple. Showing up everyday matters. Being dependable and taking ownership matters. If your supervisor never has to wonder whether you’ll be at work, if they know you’ll do quality work and they know you’ll help solve problems instead of creating them, you’ve already separated yourself from many others. Consistency becomes your resume.  Then comes learning. Every new skill increases your value. Learn a second department. Learn receiving, Shipping, Inventory Control, Quality Assurance, Cycle counting, Forklift operation, the Reach truck. What else, here's a few of my go too's, the order picker. Yard management. Transportation planning. Warehouse Management Systems. Excel. Everyone should feel comfortable working with Microsoft word and excel. And Leadership. Communication, and of course Safety. Every skill is another tool in your toolbox. And no bad manager or company can take those skills away from you. Even if you change employers, those skills travel with you.  One lesson I’ve learned throughout my own career, and try to share with every new boot I meet, is that companies don’t simply promote experience. They promote confidence and our confidence comes from preparation. I think being prepared comes from learning everything we can. The more you understand the operation, the more valuable you become. Eventually people begin asking for your opinion and that’s when your career really starts to grow.  Another reason I love this industry is because every day is different. No two days are exactly alike. One morning you may have weather delays, all your trucks and loads are running late. On another day we'll have equipment issues. A customer changes an order. A shipment arrives early. A truck breaks down. The inventory doesn’t match. The team is short-handed. Problems appear every single day!  Some people see stress. I've always tried to see opportunities.  Seriously, every problem solved teaches you something. Every challenge develops another leadership skill, and every difficult day prepares you for greater responsibility. Young people often ask me how to become successful, and my answer seems to surprise them. Just Become the person people trust. Trust opens doors. Trust gets assignments and earns promotions. Trust creates opportunities. Trust is built one decision at a time. A decision from us. Being on time. Following through. Owning mistakes. Helping our teammates. Doing the right thing when nobody’s watching. Those habits are noticed.  I also appreciate something else about our profession. You don’t have to wait for someone to allow you to grow. Growth is largely in your control. Read books. Watch training videos, there’s thousands on YouTube. Volunteer for projects. Crosstrain. Ask questions. Observe great leaders. Practice communication. Improve your safety knowledge. Become certified. Nobody can stop you from investing in yourself. The people who grow the fastest are usually the ones who never stop learning.  I’ve met warehouse associates making six figures. transportation professionals earning incredible incomes. Supply chain analysts traveling the country. Operations leaders running million-square-foot distribution centers. Safety professionals influencing thousands of employees. Corporate trainers teaching nationwide. None of them started there. Most started exactly where someone listening today may be standing. The difference wasn’t luck. It was growth.  You know, one of my favorite moments is watching someone realize they have more potential than they ever imagined. Maybe it’s the forklift operator who becomes a trainer. The selector who becomes a supervisor. The receptionist who becomes a recruiter. The dispatcher who becomes a transportation manager. And I could go on and on.  I’ve watched those transformations happen over and over again.  The warehouse is an incredible classroom. It teaches discipline, Communication, Teamwork, Safety, Accountability, Time management, Customer service, Leadership, Conflict resolution, Problem solving. And These aren’t just warehouse skills. They’re life skills. Skills that help in every profession and every stage of life.  People sometimes say they don’t want to work in a warehouse forever. I understand that. But don’t overlook what the warehouse can do for you. It can build confidence. Teach responsibility. Develop leadership. Provide financial stability. Introduce lifelong mentors. Open doors you never knew existed. The warehouse may not be your final destination. But it can absolutely become the foundation of an incredible career.  As I look back over my own career, I don’t remember every shipment. I don’t remember every inventory count. I don’t remember every dock schedule. What I remember are the people. The mentors who challenged me. The associates who inspired me. The supervisors who believed in me. The teams that accomplished incredible things together. That’s another gift this industry gives us. Relationships. And those relationships often last an entire lifetime.  So, if someone asked me today, Marty, what’s the one thing that makes this industry so great? My answer would be simple. Because this industry rewards the person you’re willing to become. It rewards effort. It rewards learning. It rewards reliability. It rewards character. It rewards ownership. It rewards growth. And the beautiful part is, every one of us gets to decide who we’re becoming tomorrow.  Ok, I've got to get back to work myself now. But I wanted to add that if you’re just beginning your career in warehousing, manufacturing, transportation, or supply chain, don’t focus only on the next paycheck. Focus on becoming the person everyone wants on their team. The promotions will come. The opportunities will come. The raises will come. The career will come. It's my opinion or my belief, in this industry, your greatest value isn’t the equipment you operate or the building or department you work in. It’s the person you choose to become.    I'm Marty T Hawkins and I want to thank you for checking in on Warehouse and Operations as a Career today. Until next time, be safe, keep learning, help someone else grow, and never stop investing in yourself. 

Iran's Secretary of the Supreme National Security Council said the Strait of Hormuz would not open until the US accepts Iran's conditions.Crude futures edged higher amid the ongoing geopolitical uncertainty; spot gold reclaimed USD 4,400/oz to the upside.APAC stocks traded mixed amid geopolitical uncertainty, earnings releases and as participants await US CPI data; Europe is set for a flat open.DXY traded little changed as markets await US inflation data over the next couple of days and in the absence of any major fresh catalysts.10yr UST futures traded little changed following the prior day's rebound despite continued upside in oil.Looking ahead, highlights include German/Italian CPI Final (Jul), US CPI (Jul), IEA OMR, OPEC MOMR, Supply from UK, Germany & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The multifamily market is sitting on one of the largest apartment supply waves since the 1980s—but the story may be starting to change. In this episode of Keeping It Real Estate, Dan Brisse breaks down the current multifamily market and explains what the historic supply wave means for investors. He looks at Dallas-Fort Worth and Nashville, where elevated vacancy and concessions are beginning to give way to falling construction, a shrinking supply pipeline, and improving demand. Dan also explains how distress from 2021 and 2022 vintage deals, floating-rate bridge debt, and upcoming loan maturities could create opportunities for well-capitalized investors. As supply continues to taper and fundamentals are expected to strengthen into 2027, disciplined buyers may have an opportunity to acquire quality assets at significantly lower costs than they could during the peak of the cycle. If you want to understand where the multifamily market is today—and why the next 12 to 18 months could create a unique window for patient capital—this episode breaks it down. Learn more about Granite Towers Equity Group: www.granitetowersequitygroup.com/contact-us

In this episode the hosts break down a rodeo supply retailer for sale in Arizona, debating whether a passionate lifestyle buyer can make the numbers work despite expensive inventory, real estate, and questionable deal structure.Business Listing – https://www.bizbuysell.com/business-opportunity/rodeo-sports-retailer-w-impressive-geographical-coverage/2176067/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=templateHubSpot is the backbone for how businesses scale without chaos. Try them out here: https://go.try-hubspot.com/OeG9VrSubscribe for more episodes: https://www.youtube.com/@AcquisitionsAnonymousPodcast?sub_confirmation=1Subscribe to our Newsletter: https://www.acquanon.com/newsletter

Available publicly for the first time, this episode was originally recorded and released as a subscriber-only bonus episode in 2021. It is a constinuation of our deep dive into the lost episodes of the TV show Conspiracy Theory with Jesse Ventura. This time around, we look back on episode six of the wildly controversial second season. It deals with a conspiracy involving global elites and their plans to privatize and monetize the world's water supply.Become a supporter of this podcast: https://www.spreaker.com/podcast/conspiracy-the-show--7047649/support.Follow the You Don't Even Like Podcasts Network on social media!Instagram: http://instagram.com/youdontpodBluesky: https://bsky.app/profile/youdontpod.bsky.socialThreads: https://www.threads.com/@youdontpodFacebook: http://facebook.com/youdontpodYouTube: https://www.youtube.com/@youdontpods

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

After months of war with Iran, the United States is facing a new challenge: stockpiles of some precision missiles are almost depleted, NPR has learned from a U.S. official who is not authorized to speak publicly on the matter.In this episode, we hear more about the implications of this weapons shortage – which one official says could make the U.S. more vulnerable in other parts of the world – and how these weapons differ from the U.S. supply of offensive weapons.For sponsor-free episodes of Consider This, sign up for Consider This+ via Apple Podcasts or at plus.npr.org. Email us at considerthis@npr.org. This episode was produced by Kathryn Fink, Elena Burnett and Karen Zamora, with audio engineering by Ted Mebane and Zo van Ginhoven. Our director is Jonas Adams.It was edited by Andrew Sussman, Patrick Jarenwattananon and Ashley Brown. Our interim executive producer is Courtney Dorning.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

In this edition of Rockets and Trenders, Jack and Miles discuss Dr. Fauci’s diary, the blood supply crisis, Jared Leto’s “dark secret”, Meta and Newsmax… together at last (feat. AI!), Savannah Cannon taking the right my storm, Nazi space mirrors and much more!See omnystudio.com/listener for privacy information.

- Apple's Q3FY26 Earnings and Call Set for Today - Last Guesses at Apple Earnings - CAICT: "Foreign" Smartphones Grow in China as Market Shrinks - MacRumors Tracks Lots of July Expansion for AppleCare+ - Qualcomm Says Revenue from Apple to Fall Sooner Than Expected - Apple Tosses Studio Display XDR Into Refurbished Store - Apple Sued Over Bogus Bitcoin Wallet in App Store - New Snoopy Special Hits Apple TV on Friday - Sponsored by Coveron: Save up to 76% off with code macos at coveron.com/macos - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken

Episode 2833 - Vinnie Tortorich and Chris Shaffer discuss success from resilience, healthy aging, food addiction, and social media influencers' advice. https://vinnietortorich.com/2026/07/success-from-resilience-episode-2833 PLEASE SUPPORT OUR SPONSORS Pure Vitamin Club Pure Coffee Club NSNG® Foods VILLA CAPPELLI EAT HAPPY KITCHEN YOU CAN WATCH THIS EPISODE ON YOUTUBE - @FitnessConfidential Podcast Vinnie's workout videos are available to purchase! Choose from a 2-day, 4-day, or 6-day workout–or buy all three at a discount! TO PURCHASE VINNIE'S WORKOUT VIDEOS, CLICK THIS LINK: https://vinnietortorich.com/workout Success from Resilience Vinnie argues that people who achieve big things keep going through pain, setbacks, and repeated failure. (4:00) He uses examples like Elon Musk, Thomas Edison, Alexander Graham Bell, Tom Brady, Michael Jordan, and Lou Gehrig to illustrate that success usually follows repeated misses. Success is measured by failure tolerance, or, as Vinnie likes to call it, FQ (Failure Quotient). Resilience is important in life, and the only way to build it is through challenges. Accountability and consistency matter more than motivation alone, especially with weight loss and addiction. He says food addiction is real and that tools like GLP-1s are not a cure-all. Vinnie has a 45th high school reunion coming up. (33:00) He recounts the previous reunion he went to several years ago. The reunion story becomes a reflection on time, aging, lost classmates, and the shock of seeing how much people change. He became motivated to train harder and stay in shape for longevity and health. Is social media fitness advice targeted at women, myth or truth? (41:00) They review four specific claims regarding eating, fasting, and working out. Vinnie's advice: eat real food, train, hydrate, and don't get distracted by fitness influencer contradictions. Supply, cost, and food politics often make healthy eating harder due to economics and policy. Check out the Aletha Hip HookTM that Vinnie uses to reduce pain and increase mobility: You can purchase your own through Vinnie's website here: https://vinnietortorich.com/hook Anna's products are now linked to PureVitamin Club's website. Look under the "Food and Snacks" section to purchase them there, too. https://purevitaminclub.com/collections/food-and-snacks Vinnie hopes to add other products as well, all of which will be health-related. The NSNG® VIP GROUP IS NOW CLOSED AGAIN AS OF SUNDAY, MARCH 15TH Anna's next cookbook, Eat Happy Cocktail Hour, is filled with cocktails, mocktails, and appetizers and is available for pre-order right now. If you pre-order, you'll get bonus goodies! You can pre-order from a wide variety of booksellers at https://eathappycocktailhour.com/ Please save your receipt from wherever you pre-order; you'll need it for your bonuses! Physical Release Date is October 2026 You can book a consultation with Vinnie to get guidance on your goals. https://vinnietortorich.com/phone-consultation-2/ More News Serena has added some of her clothing suggestions and beauty product suggestions to Vinnie's Amazon Recommended Products link. Self Care, Beauty, and Grooming Products that Actually Work! https://www.amazon.com/shop/vinnietortorich/list/3GPVU29UHHPMY?ref_=aipsflist Don't forget to check out Serena Scott Thomas on Days of Our Lives on Peacock. "Dirty Keto" is available on Amazon! You can purchase or rent it here.https://amzn.to/4d9agj1 Please make sure to watch, rate, and review it! Eat Happy Italian, Anna's second cookbook, is available! You can go to https://eathappyitalian.com You can order it from Vinnie's Book Club. https://amzn.to/3ucIXm Anna's recipes are in her cookbooks, on her website, and on Substack —they will spice up your day! https://annavocino.substack.com/ PURCHASE DIRTY KETO (2024) The documentary launched in August 2024! Order it TODAY! This is Vinnie's fourth documentary in just over five years. Visit my new Documentaries HQ to find my films everywhere: https://vinnietortorich.com/documentaries Then, please share my fact-based, health-focused documentary series with your friends and family. Additionally, the more views it receives, the better it ranks, so please watch it again with a new friend! REVIEWS: Please submit your REVIEW after you watch my films. Your positive REVIEW does matter! PURCHASE BEYOND IMPOSSIBLE (2022) Visit my new Documentaries HQ to find my films everywhere: https://vinnietortorich.com/documentaries FAT: A DOCUMENTARY 2 (2021) Visit my new Documentaries HQ to find my films everywhere: https://vinnietortorich.com/documentaries FAT: A DOCUMENTARY (2019) Visit my new Documentaries HQ to find my films everywhere: https://vinnietortorich.com/documentaries