Podcasts about Supply

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    Best podcasts about Supply

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    Latest podcast episodes about Supply

    The Trading Coach Podcast
    1225 - Swiss Bank Intervention: Is the Next Black Swan Event Coming? | Forex Market Breakdown

    The Trading Coach Podcast

    Play Episode Listen Later Oct 10, 2025 18:16


    Are the Swiss Setting Up the Next Black Swan Event? The Swiss National Bank is back in the headlines — buying billions in foreign currencies and stirring memories of the 2015 Swiss Franc shock. In this episode, Akil Stokes breaks down what's happening, why it matters, and whether another black swan event could be brewing in the Forex market.

    Mental Healness
    Why the Narcissist's New Supply HATES You

    Mental Healness

    Play Episode Listen Later Oct 9, 2025 11:13


    Join the community of Mental Healers https://mentalhealness.net/Ever wonder why the narcissist's new supply seems to hate you — even though you've never met? It's not about you at all. In this video, diagnosed narcissist Lee Hammock exposes how narcissists twist the truth, spread lies, and pit people against each other to keep control.More resources and join the group coaching community at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://mentalhealness.net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Contact Me - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://link.me/mentalhealness⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠I'm Lee & I've been diagnosed with narcissistic personality disorder ( NPD ). I've been in therapy since 2017 & It has definitely changed my life because without it, I would have lost everything. My platform is dedicated to giving you the WHYs behind the things that Narcissists do. I'm not here to diagnose ANYONE or to tell you to leave your relationship. I'm just trying to give you the information to make your own informed decisions1 on 1's and all my links - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://beacons.page/mentalhealness⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Remember, It's not your fault - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://a.co/d/2WNtdKJ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Podcast Guest Form -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://tinyurl.com/Mental-Healness-Podcast-Form⁠⁠⁠⁠

    HVAC Know It All Podcast
    How E-Commerce Is Replacing HVAC Supply Counters and Changing the Trades with Kaytee Gray

    HVAC Know It All Podcast

    Play Episode Listen Later Oct 9, 2025 34:32


    In this episode of the HVAC Know It All Podcast, host Gary McCreadie talks with Kaytee Grey, VP of Fulfillment Operations at SupplyHouse, previously Head of Demand Planning. They talk about the shift from brick-and-mortar stores to online parts buying in the trades. Kaytee explains how e-commerce makes it easier and faster to find and order the right parts, helping techs get what they need with less hassle. They discuss how online shopping saves time, gives more product info, and lets techs take control of their orders. Kaytee also talks about how SupplyHouse supports both new and traditional buyers and how the industry is slowly moving toward a more digital future. Kaytee talks about how buying HVAC parts online helps techs save time and avoid mistakes. She explains that e-commerce gives fast access to detailed info, so techs can choose the right parts and trust what they get. Kaytee says this shift helps techs work faster, lowers stress, and gives them more control. She also shares how online tools, search options, and product pages make it easier to find what's needed. Her goal is to help techs get parts quicker, do better work, and keep customers happy with fewer delays. This episode talks about how HVAC parts buying is changing. Kaytee explains how online shopping makes it easier to find the right parts fast. She shares how e-commerce helps techs save time, avoid mistakes, and get more done. Kaytee also talks about how detailed product info and search tools give techs more control. Her focus is on helping techs work smarter, speed up jobs, and keep customers happy. Expect to Learn: How online parts buying helps techs save time and reduce mistakes. Why detailed product info makes choosing the right part easier. How e-commerce puts techs in control of their own orders. Tips on using search tools to quickly find what you need. Why fast, easy ordering leads to better work and happy customers. Episode Highlights: [00:00] - Intro to Kaytee Grey & SupplyHouse.com [03:47] - Infinite shelf space and smart product info [04:31] - Fast, detailed specs for confident buying [06:07] - Info-rich online vs. in-store experience [07:19] - Shifting responsibility and SupplyHouse's growth [12:01] - Product range, Amazon comparisons, and focus [16:50] - Speed, trust, and new roles in e-commerce [21:11] - Access perks and thoughts on Canada [23:53] - Serving pros and eyeing Canadian reach [25:49] - Reducing friction for tradespeople online [27:53] - Trust, urgency, and the future of parts buying This Episode is Kindly Sponsored by: Master: https://www.master.ca/ Cintas: https://www.cintas.com/ Cool Air Products: https://www.coolairproducts.net/ property.com: https://mccreadie.property.com SupplyHouse: https://www.supplyhouse.com/tm Use promo code HKIA5 to get 5% off your first order at SupplyHouse! Follow the Guest Kaytee Grey on: LinkedIn: https://www.linkedin.com/in/kayteegrey01/ SupplyHouse: https://www.linkedin.com/company/supplyhouse/ Follow the Host: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/ Instagram: https://www.instagram.com/hvacknowitall1/

    Cooking Issues with Dave Arnold
    Dock to Dish with KC Boyle: Rethinking Seafood Supply

    Cooking Issues with Dave Arnold

    Play Episode Listen Later Oct 8, 2025 61:11


    This week on Cooking Issues, Dave Arnold and the crew welcome special guest KC Boyle of Dock to Dish, a pioneering community-supported fishery connecting local fishermen directly with restaurants. KC breaks down how their model short-circuits the traditional supply chain, gives boats better pay, and brings overlooked species like sea robin, welks, and local red shrimp to chefs' menus.Alongside the seafood talk, Dave recounts his oily laundry disaster, debates eggplant varietals with John, and Jack shares food adventures from Taiwan, Hong Kong, and China — including stinky tofu, abalone, and Michelin dining in Chengdu. The conversation veers into fruit obsessions, etiquette in fine dining comps, and why Americans need to expand their fish vocabulary.From abalone and blowfish to razor clams and blackfish, this episode dives deep into the hidden bounty of local waters and what it takes to get them onto plates.Cooking Issues — where chefs, fish, and the occasional lifetime-guaranteed backpack all meet at the table. Hosted on Acast. See acast.com/privacy for more information.

    Working Class Bowhunter
    G2 Taxidermy Supply - G2 Taxidermy Podcast

    Working Class Bowhunter

    Play Episode Listen Later Oct 7, 2025 59:58


    The G2 Taxidermy Podcast is back! This week we have some of the hard-working team that keeps the wheels moving behind G2 Taxiderm Supply! We discuss G2 deer forms, day-to-day operations, and the future of G2! Enjoy! https://www.g2taxidermysupply.com/collections/whitetail-forms https://www.oldbarninc.com/⁠ This episode is brought to you by: ⁠https://www.g2taxidermysupply.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
    20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy for AI with Andrew Feldman

    The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch

    Play Episode Listen Later Oct 6, 2025 64:59


    Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they've leapfrogged GPU limits in inference, operate at trillions of tokens per month, and are filing to go public soon. AGENDA: 02:43 Why We Did Not IPO and Raised $1BN From Fidelity 05:03 Analysis of Chip and Compute Landscape Today 07:14 NVIDIA Showing Signs They Are Running Out of Ideas 13:57 The Real Questions to Ask on Chip Depreciation 24:54 Energy Requirements for AI: Is it Feasible? 29:25 Mag7 Value Concentration: Feature or a Bug 31:57 Talent is the Bottleneck and Trump Makes it Worse 32:55 The War for Talent: Secrets No One Sees 34:22 Evaluating the Data Centre Economy: Many Will Lose Money 38:01 Three Changes the US Could Make to Beat China in AI 42:30 Why 80% of our Revenues are in the UAE 47:26 Quick Fire Questions 58:59 Why Work Life Balance is Total BS  

    Daily Tech Headlines
    OpenAI and AMD Announce Chip Supply Partnership – DTH

    Daily Tech Headlines

    Play Episode Listen Later Oct 6, 2025


    OpenAI announced a partnership with AMD to provide six gigawatts of computing power for AI datacenters, video generation app Sora adds protections for user cameos, and Discord disclosed a third-party customer service data breach. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none ofContinue reading "OpenAI and AMD Announce Chip Supply Partnership – DTH"

    Machine Learning Street Talk
    AI Agents Can Code 10,000 Lines of Hacking Tools In Seconds - Dr. Ilia Shumailov (ex-GDM)

    Machine Learning Street Talk

    Play Episode Listen Later Oct 4, 2025 61:07


    Dr. Ilia Shumailov - Former DeepMind AI Security Researcher, now building security tools for AI agentsEver wondered what happens when AI agents start talking to each other—or worse, when they start breaking things? Ilia Shumailov spent years at DeepMind thinking about exactly these problems, and he's here to explain why securing AI is way harder than you think.**SPONSOR MESSAGES**—Check out notebooklm for your research project, it's really powerfulhttps://notebooklm.google.com/—Take the Prolific human data survey - https://www.prolific.com/humandatasurvey?utm_source=mlst and be the first to see the results and benchmark their practices against the wider community!—cyber•Fund https://cyber.fund/?utm_source=mlst is a founder-led investment firm accelerating the cybernetic economyOct SF conference - https://dagihouse.com/?utm_source=mlst - Joscha Bach keynoting(!) + OAI, Anthropic, NVDA,++Hiring a SF VC Principal: https://talent.cyber.fund/companies/cyber-fund-2/jobs/57674170-ai-investment-principal#content?utm_source=mlstSubmit investment deck: https://cyber.fund/contact?utm_source=mlst— We're racing toward a world where AI agents will handle our emails, manage our finances, and interact with sensitive data 24/7. But there is a problem. These agents are nothing like human employees. They never sleep, they can touch every endpoint in your system simultaneously, and they can generate sophisticated hacking tools in seconds. Traditional security measures designed for humans simply won't work.Dr. Ilia Shumailovhttps://x.com/iliaishackedhttps://iliaishacked.github.io/https://sequrity.ai/TRANSCRIPT:https://app.rescript.info/public/share/dVGsk8dz9_V0J7xMlwguByBq1HXRD6i4uC5z5r7EVGMTOC:00:00:00 - Introduction & Trusted Third Parties via ML00:03:45 - Background & Career Journey00:06:42 - Safety vs Security Distinction00:09:45 - Prompt Injection & Model Capability00:13:00 - Agents as Worst-Case Adversaries00:15:45 - Personal AI & CAML System Defense00:19:30 - Agents vs Humans: Threat Modeling00:22:30 - Calculator Analogy & Agent Behavior00:25:00 - IMO Math Solutions & Agent Thinking00:28:15 - Diffusion of Responsibility & Insider Threats00:31:00 - Open Source Security Concerns00:34:45 - Supply Chain Attacks & Trust Issues00:39:45 - Architectural Backdoors00:44:00 - Academic Incentives & Defense Work00:48:30 - Semantic Censorship & Halting Problem00:52:00 - Model Collapse: Theory & Criticism00:59:30 - Career Advice & Ross Anderson TributeREFS:Lessons from Defending Gemini Against Indirect Prompt Injectionshttps://arxiv.org/abs/2505.14534Defeating Prompt Injections by Design. Debenedetti, E., Shumailov, I., Fan, T., Hayes, J., Carlini, N., Fabian, D., Kern, C., Shi, C., Terzis, A., & Tramèr, F. https://arxiv.org/pdf/2503.18813Agentic Misalignment: How LLMs could be insider threatshttps://www.anthropic.com/research/agentic-misalignmentSTOP ANTHROPOMORPHIZING INTERMEDIATE TOKENS AS REASONING/THINKING TRACES!Subbarao Kambhampati et alhttps://arxiv.org/pdf/2504.09762Meiklejohn, S., Blauzvern, H., Maruseac, M., Schrock, S., Simon, L., & Shumailov, I. (2025). Machine learning models have a supply chain problem. https://arxiv.org/abs/2505.22778 Gao, Y., Shumailov, I., & Fawaz, K. (2025). Supply-chain attacks in machine learning frameworks. https://openreview.net/pdf?id=EH5PZW6aCrApache Log4j Vulnerability Guidancehttps://www.cisa.gov/news-events/news/apache-log4j-vulnerability-guidance Bober-Irizar, M., Shumailov, I., Zhao, Y., Mullins, R., & Papernot, N. (2022). Architectural backdoors in neural networks. https://arxiv.org/pdf/2206.07840Position: Fundamental Limitations of LLM Censorship Necessitate New ApproachesDavid Glukhov, Ilia Shumailov, ...https://proceedings.mlr.press/v235/glukhov24a.html AlphaEvolve MLST interview [Matej Balog, Alexander Novikov]https://www.youtube.com/watch?v=vC9nAosXrJw

    Rideshare Rodeo Podcast
    #506 | Construction Supply Gig App Curri And Ai Integration [LAST MiLE]

    Rideshare Rodeo Podcast

    Play Episode Listen Later Oct 3, 2025 100:31


    Rideshare Rodeo Podcast THE LAST MiLE w/Gig Geezer (https://www.youtube.com/@giggeezer) Curri NEW Promotional Content Curri Ai Assist and Ai Counter Bidding is HERE and AWESOME Food Delivery DEAD, Catering Good, B2B THE PLACE TO BE Earnings Call for YTD 2025 (Geezer Vehicle Fleet) Q and A with live chat Rideshare Rodeo Brand & Podcast: Rideshare Rodeo Podcast    

    Minnesota Now
    What a new Minnesota plant could mean for magnet supply amid U.S.-China trade war

    Minnesota Now

    Play Episode Listen Later Oct 2, 2025 6:29


    Most magnets are made from rare-earth elements imported from China, and access to these elements has become a bargaining chip in the U.S. trade war with China. But the magnet supply could become less of a concern, if a Minnesota company is successful in its bid to replace rare-earth magnets. Niron Magnetics held an official groundbreaking of its new manufacturing plant in Sartell last week. MPR News correspondent Kirsti Marohn joined Minnesota Now to share what she's learned, as a part of a regular check-in with reporters in Greater Minnesota.

    Compliance Perspectives
    Vera Cherepanova on Governance and Compliance [Podcast]

    Compliance Perspectives

    Play Episode Listen Later Oct 2, 2025 15:15


    By Adam Turteltaub With ever more attention paid to the role of boards in overseeing compliance, the question naturally comes up:  Do boards even understand what makes for an effective compliance program?  To help answer that question we spoke with Vera Cherepanova (LinkedIn), Executive Director of the non-profit Boards of the Future. She shares the unfortunate news that many boards are not where they should be.  They are not fully seeing culture as a risk factor and driver of misconduct.  Nor do many understand their own duty to manage it. That's dangerous in these times, especially now that governments are paying closer attention to culture. Forces, though, are starting to change the equation and force boards to understand the role they and compliance play together in ensuring both integrity within the company and business success.  Supply chain issues and ESG, for example, have brough compliance in closer contact with the governing authority.  So, too, is regionalization.  As countries take divergent paths into more and more issues, the compliance team will be essential in helping the board understand the risks that they face. More, though, will need to be done.  Boards need to start addressing issues such as values conflicts like they do other risks.  And, more people with compliance experience should be added to boards. Listen in to learn more about what boards are and are not doing.

    Smart Biotech Scientist | Bioprocess CMC Development, Biologics Manufacturing & Scale-up for Busy Scientists
    194: Viral Vector CDMO Mastery: Singapore's Answer to Cell and Gene Therapy Supply Shortages with Lucas Chan - Part 2

    Smart Biotech Scientist | Bioprocess CMC Development, Biologics Manufacturing & Scale-up for Busy Scientists

    Play Episode Listen Later Oct 2, 2025 19:18


    What if the future of affordable, life-changing cell and gene therapies comes down to one critical yet often overlooked factor: manufacturing efficiency?In advanced therapy medicinal products (ATMPs), groundbreaking science abounds, but the path to the clinic is still strewn with bottlenecks, especially when it comes to cost, complexity, and safety. While the promise is enormous, most therapies remain out of reach for many patients due to high cost of goods and logistical hurdles. What can actually break down these barriers and democratize access?In this episode, David Brühlmann welcomes Lucas Chan, celebrated Fellow of the Royal Society of Biology, advisor to Singapore's Ministry of Health, and a true pioneer in viral vector manufacturing. In Singapore, he founded CellVec Pte Ltd – APAC's first regulatory accredited Viral Vector specialist CDMO.Lucas's leadership spans founding ventures in emerging markets to championing game-changing innovations in gene transfer, always with an eye toward efficiency, safety, and accessibility. Having returned “back to the bench” in collaboration with the National University of Singapore while launching his consultancy, Lucas brings both visionary perspective and hands-on experience to one of biotech's toughest challenges.Here are three reasons why you need to listen to this episode:Efficiency is Everything: Lucas dissects how complex processes and outdated manufacturing paradigms are driving up the cost of cell and gene therapies and shares real-world advances, from transitioning viral vector production to stable producer cell lines to the emergence of non-viral gene transfer modalities, that are poised to rewrite the rulebook on scalability and affordability.Leadership Amid Complexity: Learn from Lucas's top leadership advice drawn from his CSO and CDMO tenure: inspire teams by connecting every task to the larger mission. In a multidisciplinary, high-stakes environment, alignment and motivation aren't just nice, they're essential for innovation.Entrepreneurship and Community: Thinking of turning your biotech expertise into a startup? Lucas underscores the value of learning from others' journeys, collaboration, and the insight that “it takes a village” when translating advanced therapies from bench to bedside, especially in emerging markets with unique affordability challenges.Want to transform your approach to cell and gene therapy manufacturing or just need inspiration to push your biotech project to the next level?Tune into this episode for practical insights, candid leadership lessons, and a renewed sense of what's possible when we challenge the status quo together.Connect with Lucas Chan:LinkedIn: www.linkedin.com/in/lucaschangtNext step:Book a 20-minute call to help you get started on any questions you may have about bioprocessing analytics: https://bruehlmann-consulting.com/callPreparing for your IND? We're building a CMC Dashboard in Excel to help biotech founders track tasks, timelines, and risks in one place. Join the waitlist for early access at https://scale-your-impact.notion.site/27dd9c6ba679804b80a7ce439d56c91a?pvs=105

    Ransquawk Rundown, Daily Podcast
    European Opening News: European futures higher and Trump delays pharma tariffs

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Oct 2, 2025 5:21


    APAC stocks were firmer, with gains across the board following a positive handover from Wall Street, where tech outperformed, whilst the US jobs reports this week look set to be delayed after CR votes failed again on Wednesday, as expected.Fitch said a US government shutdown does not have near-term implications for the ‘AA+'/stable US sovereign rating; S&P estimated the shutdown could reduce GDP growth by 0.1–0.2 ppts per week.10yr JGB futures came under pressure after the 10yr JGB auction, which printed a lower cover ratio than the prior sale and followed the recent 2yr JGB auction that saw the weakest cover ratio since 2009.The US will provide Ukraine with intelligence for missile strikes deep inside Russia, and US officials are asking NATO allies to provide similar support, via WSJ.Looking ahead, highlights include Swiss CPI (Sep), EZ Unemployment (Aug), US Challenger Layoffs (Sep), BoJ's Uchida, Fed's Logan, ECB's de Guindos, BoC's Mendes, Supply from Spain, France, and the UK.Due to the US government shutdown, the following US data will not be released: Weekly Claims, Factory Orders (Aug), Durable Goods Rev. (Aug).Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Dial P for Procurement
    Reimagining Reshoring With the Help of 3D Printing

    Dial P for Procurement

    Play Episode Listen Later Oct 2, 2025 20:40


    In conversations about reshoring, people usually assume that it means building or retrofitting facilities for U.S. manufacturing, bringing in equipment, and hiring people to operate it.  But what if that isn't what it is going to look like at all?  The costs and uncertainty associated with tariffs may be changing attitudes about global trade enough that 3D printing, also known as additive manufacturing, will get its long-speculated opportunity in the spotlight.  3D printing has advantages and disadvantages, and requires a completely different supply management mindset than importing parts. There are also early signs that AI and the rise of “digital inventories” could change the paradigm yet again, giving companies a whole new set of variables to optimize.  In this episode of the Art of Supply podcast, Kelly Barner shares: How 3D printing (or additive manufacturing) is being used today, and what the benefits and risks are What we know about the domestic supply chain for 3D printers and parts How the concept of digital inventories may shift the paradigm yet again Insights from a brand new research project that seeks to calculate a more accurate cost for each 3D printed project Links: Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement

    Redeye
    Farmers not the cause of food price inflation in Canada

    Redeye

    Play Episode Listen Later Oct 2, 2025 11:51


    The National Farmers Union says Canadians are upset about higher grocery bills, but farmers' incomes have not kept up with inflation. The NFU points out that revenues for retail grocery companies have increased despite a decrease in the volume of food purchased by Canadians. We speak with James Hannay, policy analyst at the NFU.

    Back to Basics
    God Will Strengthen, God Will Supply Part 1

    Back to Basics

    Play Episode Listen Later Sep 30, 2025 26:00


    Pharmacy Podcast Network
    Margins, Models, & The Future of Pharmacy | Supply, Trust, & The Business of Pharmacy

    Pharmacy Podcast Network

    Play Episode Listen Later Sep 30, 2025 35:44


    Financial pressures, reimbursement challenges, and adapting to new regulations Brian reflects on his transition from VP at Bi-Mart to owner of Caris Pharmacy, sharing insights on managing margins, operations, and strategy Spotlight on Indiana's Disclosure of Actual Acquisition Cost (Indiana Code § 27-1-24.2) effective Jan 1, 2026, and what it means for independents and regional chains alike

    Justice & Drew
    Hour 3: School Supply Racket! Tom Weiler Joins

    Justice & Drew

    Play Episode Listen Later Sep 30, 2025 39:03


    Jon is joined by Senate candidate Tom Weiler to share his platform and get his thoughts on school safety and how to implement across the State and reaction to Sec. Hegseth's speech to the top military personnel. Jon turns his attention to school funding and rampant fraud across Minnesota.

    Smart Biotech Scientist | Bioprocess CMC Development, Biologics Manufacturing & Scale-up for Busy Scientists
    193: Viral Vector CDMO Mastery: Singapore's Answer to Cell and Gene Therapy Supply Shortages with Lucas Chan - Part 1

    Smart Biotech Scientist | Bioprocess CMC Development, Biologics Manufacturing & Scale-up for Busy Scientists

    Play Episode Listen Later Sep 30, 2025 29:11


    Viral vectors are the backbone of cutting-edge cell and gene therapies, delivering life-altering treatments to patients with genetic diseases. But making these biological delivery vehicles is a high-wire act: unpredictable, complex, and fraught with hurdles that traditional biologics manufacturers have never faced.While the world races toward next-generation therapies, the challenge of producing viral vectors at clinical and commercial scale threatens to leave patients waiting on the sidelines.Our guest on the Smart Biotech Scientist Podcast is Lucas Chan, a molecular and cell biologist with over two decades of hands-on experience in cell and gene therapy development. From his formative research at Imperial College London, where he pioneered novel viral vector cell lines, to building the UK's first GMP clinical viral vector core and later founding CellVec Pte Ltd Asia Pacific CDMO in Singapore, Lucas is the go-to architect for manufacturing viral vectors where infrastructure barely exists.Along the way, he's faced and overcome challenges few others could imagine.Here are three reasons this episode is a must-listen:Viral Vectors Demystified: Lucas breaks down a common misconception: viral vectors aren't malignant viruses, but genetically disarmed delivery vehicles that can't revert or replicate, making them safe tools for gene therapy.Manufacturing Mayhem Made Manageable: Unlike monoclonal antibodies and other biologics, viral vectors (and other cell and gene therapies) are made in living cells, leading to a level of process unpredictability and complexity where “everything, everywhere, all at once” applies. Success hinges on scientific acumen and attention to even the smallest detail, from raw materials to equipment parameters, to ensure patient safety and product quality.Pioneering in Uncharted Territory: Moving from London to Singapore, Lucas faced not just technical but regulatory and logistical challenges to founding Asia-Pacific's first CDMO dedicated to viral vectors. His advice: engage regulators early, leverage local biomanufacturing strengths, and build multidisciplinary teams to transfer and scale bioprocess know-how.Curious how viral vector manufacturing can be reimagined to unlock the full promise of cell and gene therapies? Listen to this episode and gain unique insights into the science, strategy, and sheer determination needed to bring advanced therapies out of the lab and into the clinic.Connect with Lucas Chan:LinkedIn: www.linkedin.com/in/lucaschangtNext step:Book a 20-minute call to help you get started on any questions you may have about bioprocessing analytics: https://bruehlmann-consulting.com/callPreparing for your IND? We're building a CMC Dashboard in Excel to help biotech founders track tasks, timelines, and risks in one place. Join the waitlist for early access at https://scale-your-impact.notion.site/27dd9c6ba679804b80a7ce439d56c91a?pvs=105

    Retailistic
    Grocery Shop Buzz: Innovators, Tariffs, and Holiday Retail Predictions

    Retailistic

    Play Episode Listen Later Sep 30, 2025 18:47


    Video version of this episode is hereTakeawaysThe team is excited about upcoming grocery reports and innovations.AI tools are transforming the way retail professionals work.Holiday shopping is expected to grow by 3-3.5%.Consumer sentiment is cautious due to rising prices.Consumers are pulling holiday purchases forward to October.Supply chain disruptions may affect product availability.Weekly consumer surveys help gauge holiday spending expectations.Retailers are preparing for potential shortages this holiday season.CoreSight's reports are accessible to both members and non-members.Chapters00:00Introduction to Isla Meldon and Her Journey03:31The Role of AI in Graphic Design06:37Upcoming Reports and Innovations in Retail10:28Introduction to Holiday Retail Trends12:10Consumer Sentiment and Spending Expectations14:44Supply Chain Dynamics and Product Availability17:48CoreSight Research Insights and Reporting

    Bizarro World
    Why Uranium, Copper, and Rare Earths Are the Backbone of America's Future – Bizarro World 333

    Bizarro World

    Play Episode Listen Later Sep 30, 2025 38:33


    Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor's Note: In June, we did a gold private placement that's already up 95%. In July, we did a copper placement that's already up 393%. In August, we did a uranium deal that's already up 260%. We have warrants in all three deals that are already in-the-money. A new Private Placement Intel deal is open for September. It's high-grade gold and lithium in the US, being drilled right now. Secure your discounted spot before the deal closes on September 10th. Click here: https://bit.ly/4pscssq Or call Jimmy Mengel in Customer Experience at 844-334-4700. —NickMark your calendar: The New Orleans 2025 Investment Conference is almost here.Click here for details: https://neworleansconference.com/hodge/The free version of the 333rd episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Flying solo this week, Nick dove into the bond market, the dollar, and gold. The 10-year yield trends down as the Fed readies a likely September cut, while the 30-year pushes higher — signaling growth ahead despite short-term easing. A weak dollar and lower short yields are tailwinds for gold, which hit fresh record highs near $3,600/oz. Stocks remain near all-time highs, but September seasonality could bring turbulence. Political interference at the Fed looms as Trump threatens Powell's job and hints at dovish replacements.Market Takes - Nick stepped back to trace his career from clean energy beginnings in 2007 through the financial crisis and into resources. The throughline: real things matter. Key themes now:Uranium — Essential for AI-driven electricity demand, nuclear is resurging globally. U.S. needs ~50M lbs annually but produces only ~1M. Trump is fast-tracking projects like Dewey Burdock, where Nick first financed Azarga in 2017 before its Encore buyout.Copper — Added to the U.S. critical minerals list, with a Section 232 investigation underway. Supply deficits and Trump's tariff missteps highlight America's dependence on imports. Projects like Resolution in Arizona show how permitting delays hamper supply.Rare Earths — Déjà vu from 2010–11. China's threats and U.S. inaction left dependence intact. Now MP Materials and recyclers are surging, with government support and Apple partnerships underscoring urgency.Together, these metals — uranium, copper, and rare earths — remain the backbone of energy, defense, and technology.Bizarro Banter - Politics turned local this week. Nick detailed Spokane's deepening homeless crisis and the political dysfunction surrounding Proposition 1, which 75% of voters supported to ban street camping. Instead of honoring the vote, the mayor and city council watered it down and allegedly used late-night threats to sway votes. An ethics investigation is underway, but the press is silent. For Nick, it's a microcosm of U.S. politics: leaders defying the will of the people, prioritizing agendas over democracy. The lesson: remain independent, own assets, and recognize that all politics is local.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4ndN5s80:00 Introduction3:04 Macro Musings: Bond Yields Diverge. Weak Dollars. Fed's Independence.7:33 Market Takes: Real Things Matter. Critical Minerals. Private Placements. 31:02 Bizarro Banter: Politics Are Local. Will of People. Spokane Homeless 38:14 Premium Portfolio Picks: Protein Play. Gold-Copper Driller. Prospect Generator. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4ndN5s8PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4ndN5s82. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

    Apartment Building Investing with Michael Blank Podcast
    MB491: How to Scale Without Hustling Harder: In-House Teams, Smarter Capital, and Fast Execution—With Kent Ritter

    Apartment Building Investing with Michael Blank Podcast

    Play Episode Listen Later Sep 29, 2025 39:55


    Think you need 10 years of house flipping before you can go big in real estate? In this episode, Michael Blank sits down with Kent Ritter—Founder of Hudson Investing and host of Ritter on Real Estate—who scaled from solo operator to managing 2,000+ units and leading his own in-house property management firm. He didn't wait for permission. He didn't grind for a decade. He built systems, teams, and a killer culture that made scale inevitable.They unpack how he made the leap from flipping houses to running a real syndication business, and why skipping the “single-family hustle” may be the smartest move you can make. If you're tired of thinking small, this episode will wake you up.Key TakeawaysWhy Single-Family Strategies Keep You StuckFlipping and landlording create income—but not freedom.Most "passive" single-family models are just high-paying jobs in disguise.You don't need 10 years of grinding to go multifamily—you need a mindset shift.How to Build a Real Business (Not Just Do More Deals)Learn why Kent's first plateau happened—and how he broke through it with the right partner.Discover how he scaled from 7 to 30 team members overnight by bringing property management in-house.Building culture and hiring to core values was Kent's unfair advantage—here's how to do it right.The Hidden Challenge of Raising CapitalWhy your friends and family won't take you seriously at first—and what to do instead.The #1 perception you must change to consistently raise from private investors.You don't need to know everyone—you just need to earn trust and prove expertise.Public-Private Partnerships: The Future of Development?How Hudson Investing makes new construction deals pencil in 2025 and beyond.Why cities are partnering with operators—and how that benefits your returns.The real risk difference between building new vs. buying value-add.Why the Midwest Is Still WinningKent breaks down why Midwest markets like Indianapolis and Fort Wayne are outperforming.Supply constraints = stronger rent growth and less risk—here's where to look.Why Midwest deals may be boring… but boring works.Connect with Kenthttps://www.kentritter.com LinkedIn InstagramRitter on Real Estate PodcastYoutube Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of Advisors

    Drop In CEO
    Supply Chain, Tariffs, and Risk with Kerim Kfuri

    Drop In CEO

    Play Episode Listen Later Sep 29, 2025 37:58


    This episode of The Drop-In CEO features a conversation with Kerim Kfuri, President and CEO of the Atlas Network, who shares his journey from a global upbringing to leading innovation in supply chain management. Kerim and host Deb Coviello discuss the complexities of modern supply chains, the impact of tariffs, the importance of agility and risk management, and how technology and mindset shape business resilience. Episode Highlights Kerim’s Global Upbringing and Entrepreneurial Journey [12:13]Kerim shares how his multicultural background and early entrepreneurial spirit shaped his approach to business and supply chain leadership. The Five Ways to Navigate Tariffs [31:15]Kerim breaks down five strategies for managing tariffs, including absorption, deferral, terms and conditions, cost re-engineering, and alternative supply chains. The Importance of Agility and Risk Management in Supply Chains [41:08]Discussion on how leaders can stress-test their supply chains, prepare for disruptions, and the value of contingency planning. Global Interconnectedness and Resilience [45:28]Kerim emphasizes the need for communication, cultural respect, and adaptability in a global economy, and how to become “disruption proof.” About Kerim: Kerim Antoine Kfuri is a leader in global supply chain innovation and media. As co-host of the Supply & Demand podcast, he brings together industry professionals to discuss trends, challenges, and opportunities shaping the future of supply chain management. With a focus on fostering dialogue and community, Kerim shares insights that drive progress and transformation. He is also the founder of The Atlas Network, a trusted partner for businesses worldwide, offering consulting, logistics, and risk mitigation services. Kerim’s visionary leadership reflects his commitment to excellence, resilience, and creating value in an ever-evolving marketplace. Connect with Kerim: Company Website: https://kerimkfuri.com/ LinkedIn: https://www.linkedin.com/in/kerimkfuri/ YouTube: https://www.youtube.com/@Kerim-Kfuri For more information about my services or if you just want to connect and have a chat, reach out at: https://dropinceo.com/contact/See omnystudio.com/listener for privacy information.

    9 Chickweed Rage
    045: I'll Supply The Other Finger

    9 Chickweed Rage

    Play Episode Listen Later Sep 29, 2025 96:19


    So our journey this episode takes us to a recital, where Amos and Edda get a less than glowing review from a critic. They are SO BAD at taking any amount of criticism that they go onstage the next night to flip the critic off. Oh wait! Yeah. In this world, Amos and Edda have a multi-night engagement AND the critic comes to EVERY performance AND writes about every performance. Just like in real life! So Amos flips off the audience (as a way of showing the audience that he disapproves of the critic's take) and Edda joins him. Then there's a reaction to THAT reaction, which also rubs Amos and Edda the wrong way. Because why wouldn't they be anything but, as they admit, childish, vindictive and ridiculous? There's a brief Sunday strip sidebar about how a bunch of scientists ask Amos to ask Edda how she keeps her boobs in her dress. I wish we were kidding about this, but no, this is REALLY what the Sunday strip is about. Then we return to the critic storyline where the critic shows up for a THIRD STRAIGHT performance to explain himself to Edda. She takes it well, and by that I mean she threatens to make him strip naked and dance in front of the audience. But only for the first 100 attendees. Yeah. It made zero sense to us either. Good times! The Chickweed strips we discuss this episode: You can find all of this episode's strips on Instagram by clicking here (https://www.instagram.com/p/DPK8LbakWnP/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==). We've abandoned Twitter, because it's terrible, but you can now find this episode's strips on Bluesky by clicking here (https://bsky.app/profile/9chickweedrage.bsky.social/post/3lzwzyr7wn227). This childish, vindictive and ridiculous episode includes: Breakfast at a hotel Freaky Friday Going to the doctor Half-marathons & marathons The dangers of the omelette bar GU packets Couches The kids in Weapons (https://en.wikipedia.org/wiki/Weapons_(2025_film)) Orangutans Leif Garrett Tiger Beat Magazine Shooting rude gestures Fred Mertz pants "Puttin' on the Ritz" (https://youtu.be/ab7NyKw0VYQ?si=Mnusgn0_Lz0WQdIr) Kash Patel sitting on a chair (https://www.youtube.com/watch?v=Q6QW23JlIgM) Seinfeld Juggs magazine Janet Jackson The Thing from Fantastic Four Rush Talk to Us! Having trouble understanding what's going on in a 9 Chickweed Lane strip you just read? Send it our way! We'll take a shot at interpreting it for you! Or maybe you just want someone to talk to? We're on Bluesky: @9ChickweedRAGE.bsky.social (https://bsky.app/profile/9chickweedrage.bsky.social). And we're on Instagram: @9ChickweedRage (https://www.instagram.com/9chickweedrage/).

    Commodity Culture
    'Structural Tightness' in URANIUM Supply Driving 'Perfect Storm' For Prices: Ben Elvidge

    Commodity Culture

    Play Episode Listen Later Sep 29, 2025 32:58


    Ben Elvidge, Product Lead of xU3O8, believes that structural tightness in the uranium market, driven by years of underinvestment and exacerbated by a bifurcating geopolitical landscape, is meeting an ever-growing demand side being ignited by a growing nuclear renaissance unlike anything the world has seen and creating a perfect storm for prices to rise much higher. Ben also dives into xU3O8, a digital platform that facilitates retail purchasing and trading of physical uranium, along with their latest innovation: the world's first live uranium spot price oracle.Buy Uranium With xU3O8: https://uranium.ioLive Price Oracle: https://price.uranium.ioFollow xU3O8 on X: https://x.com/uranium_ioDisclaimer: Commodity Culture was compensated by xU3O8 for producing this interview. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

    The Auto Finance Roadmap
    Sales, supply, promotions dominate Powersports Finance Summit 2025

    The Auto Finance Roadmap

    Play Episode Listen Later Sep 29, 2025 5:28


    Powersports dealers are working closely with manufacturers to balance supply with a decline in sales and worsened consumer confidence, themes that were prevalent during Powersports Finance Summit 2025, held Sept. 23-24 in Columbus, Ohio.Lender Octane, for one, is working to provide the technology and finance programs needed to support dealerships as they face smaller margins compression and lower sales alongside higher promotional spend. Dealers are also turning to used units to meet consumers' demand for more affordable products and as many expect sales to pick up in the coming months. On the new-vehicle side, tariffs continue to be a leading concern for powersports manufacturers, especially as steel and aluminum tariffs raise costs on parts and accessories. While powersports dealer are not faring equally amid challenges plaguing the industry, prevalent themes throughout Powersports Finance Summit 2025 included optimizing for a rise in AI usage by consumers, preparing for a potential uptick in regulatory scrutiny and continued mixed sales performance by market segment. Listen as Auto Finance News Senior Associate Editor Truth Headlam and Associate Editor Aidan Bush recap the 2025 event and highlight news to come this week.This episode is sponsored by The Work Number by Equifax.  Stay up to date with all the news coming out of Powersports Finance Summit 2025 here.

    Gun Talk
    Huge Ammunition Supply Burns; Be Your Own Safety Officer; Guns Saves Lives: 09.28.25 Hour 3

    Gun Talk

    Play Episode Listen Later Sep 28, 2025 43:47 Transcription Available


    In This Hour:L-- A massive fire burned milions of rounds of ammunition and primers and tens of thousands of pounds of gun powder  How Powder Valley is recovering and the ways friends and even competitors reached out to help.--  When someone is unsafe with a gun, don't be shy about speaking up.  --  In an active shooter situation the person with a concealed firearm can shoot back, stopping or even slowing the attacker, and that can and has saved lives.Gun Talk 09.28.25 Hour 3Become a supporter of this podcast: https://www.spreaker.com/podcast/gun-talk--6185159/support.

    The Elephant In The Room Property Podcast | Inside Australian Real Estate
    Short Stays: Does the Model Still Work in 2025?

    The Elephant In The Room Property Podcast | Inside Australian Real Estate

    Play Episode Listen Later Sep 28, 2025 46:26 Transcription Available


    Short-term rentals have faced caps, levies, and rising costs. Investors are asking the big question: Does the short-stay model still work?In this episode, Quirin Schwaighofer, co-founder and co-CEO of MadeComfy, joins us to unpack the state of the short-stay market in 2025. We talk about how regulations like NSW's 180-day cap and Byron Bay's 60-day limits are reshaping operations, where demand is shifting post-COVID, and why distribution has moved far beyond Airbnb.We also dive into when mid-term furnished rentals can outperform, what investors should track weekly to stay ahead, and the pitfalls that even seasoned owners fall into.If you're weighing short-term vs mid-term or wondering how to keep income resilient under new rules, this episode is for you.Episode Highlights00:00 – Introduction01:15 – Meet Quirin Schwaighofer: MadeComfy's Journey01:51 – Acquisition by Prism: A New Chapter04:06 – Post-COVID: a tougher, smarter short-stay market07:11 – NSW rules, caps, and what they really mean11:15 – How other markets handle short-stay caps14:14 – Demand shifts and investor behaviour in 202519:21 – Strategies for short-term rental success25:04 – Where short-stays still shine (and struggle)26:03 – What MadeComfy actually does for owners27:02 – Beyond Airbnb: competing channels and share28:26 – Common short-stay pitfalls (and fixes)31:36 – Supply, yield, and the housing market picture32:58 – Byron Bay: balancing tourism and housing39:16 – What government should fix—and how44:17 – Closing advice for owners and investorsAbout the GuestQuirin Schwaighofer is the Co-CEO & Co-Founder of MadeComfy, the Australian accommodation innovator helping real estate professionals and investors enter and scale in short-term and mid-term rentals with tech-driven operations and a trusted consumer brand. Since 2015, he's raised $20M+ in growth capital, won multiple Shortyz awards, and led MadeComfy to recognition in AFR BOSS's Best Places to Work and the AFR Fast 100.In 2025, MadeComfy reached a major milestone with its acquisition by global hospitality platform OYO, marking Australia's second-largest short-term rental industry exit after Stayz. Prior to MadeComfy, Quirin co-founded a mobile workforce platform (HiKey Resources), led large-scale projects at BHP Billiton Iron Ore, and even launched a hospitality venue while completing a Master in Industrial Engineering and an Executive MBA (AGSM @ UNSW). A German-born entrepreneur and dad of three, he blends strategic vision with hands-on ops across sales, marketing, and market expansion.Connect with QuirinWebsite (MadeComfy): https://www.madecomfy.com.au/LinkedIn: https://www.linkedin.com/in/quirin-schwaighofer/ResourcesVisit our website: https://www.theelephantintheroom.com.auIf you have any questions or would like to be featured on our show, contact us at:The Elephant in the Room Property Podcast - questions@theelephantintheroom.com.auLooking for a Sydney Buyers Agent? https://www.gooddeeds.com.auWork with Veronica:

    Coast Mornings Podcasts with Blake and Eva
    When the Supply Closet is Rockin

    Coast Mornings Podcasts with Blake and Eva

    Play Episode Listen Later Sep 26, 2025 6:10


    When the Supply Closet is Rockin by Maine's Coast 93.1

    DTC POD: A Podcast for eCommerce and DTC Brands
    #361 - From Ecuador to Your Table in 24 Hours: How UrbanStems Built a Time-Critical Supply Chain

    DTC POD: A Podcast for eCommerce and DTC Brands

    Play Episode Listen Later Sep 26, 2025 45:01


    Meenakshi Lala is the CEO of UrbanStems, an online floral gifting company that designs, sources, and delivers high-quality, curated bouquets and gifts across the U.S. She brings over two decades of operational experience from leading brands in fashion and retail such as Alice + Olivia, Juicy Couture, and Elie Tahari. Her expertise in scaling complex businesses and building operational excellence now fuels UrbanStems' growth as a leader in the industry.In this episode of DTC Pod, Blaine and Meenakshi explore the complex world of DTC flower delivery: from sourcing stems globally, managing cold chain logistics, forecasting inventory, and reducing spoilage, to ensuring the end customer receives a high-quality bouquet every time. Meenakshi candidly discusses the challenges of seasonality, tariffs, international shipping, and why a robust brand and customer-centric approach are keys to thriving in today's fast-moving e-commerce landscape.Episode brought to you by StordInteract with other DTC experts and access our monthly fireside chats with industry leaders on DTC Pod Slack.On this episode of DTC Pod, we cover:1. The complexities of the floral industry and perishability2. The evolution of e-commerce in the flower business3. Building a robust and agile international supply chain4. Cold chain logistics and fulfillment center operations5. Planning, forecasting, and reducing spoilage in inventory6. Unique challenges: tariffs, customs, and unpredictable events7. Customer experience: packaging, instructions, and communications8. Curation, personalization, and expanding gifting moments9. Driving growth through brand, loyalty, and education10. Lessons learned in leadership and staying agileTimestamps00:00 Meenakshi's career journey and joining UrbanStems04:49 Key learnings from legacy brands and focus on brand ethos07:21 Operational challenges unique to the floral industry11:00 The evolution of flowers in e-commerce and UrbanStems' role14:28 How Urban Stems' supply chain is structured for freshness16:37 International sourcing, design, and bouquet assembly process18:27 Managing supply chain risks: tariffs and customs21:45 Inventory planning, spoilage, and matching supply to demand24:45 Supply chain as a business moat and high-precision operation25:36 Customer fulfillment: hydration, packaging, and experience28:34 Packaging complexities and spec sheets per SKU30:08 Lessons from moving from COO to CEO32:19 How operational expertise shapes strategic leadership34:17 Customer feedback and new initiatives at UrbanStems38:02 Growth channels: brand loyalty, curation, and gifting moments41:58 Biggest CEO learnings and future outlook43:51 Where to find Meenakshi and UrbanStems onlineShow notes powered by CastmagicPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.  Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTokMeenakshi Lala - CEO at UrbanStemsBlaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of Castmagic

    Mining Stock Daily
    Paulo Macro on Supply Shocks, Currency Debasement, and Relearning 1929's Mistakes

    Mining Stock Daily

    Play Episode Listen Later Sep 26, 2025 69:40


    On this episode of Mining Stock Daily, Paulo Macro returns for a wide-ranging discussion on today's turbulent economic landscape. Paulo unpacks the core narrative driving gold, explaining its rise as a reaction to currency debasement and a broader crisis of confidence in public institutions. He draws compelling parallels between the current speculative fervor and historical periods like the lead-up to the 1929 crash, noting that financial knowledge seems cyclical as each generation relearns the same lessons. The conversation also delves into specific commodities, highlighting how major supply disruptions in copper and uranium are being largely ignored by generalist investors. They analyze the strategic implications and potential dangers of the U.S. government taking equity positions in private resource companies. While expressing acute concern for risk in the near term, Paulo explains why the underlying bull market for real assets remains philosophically intact.This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

    Behind the Headlines Podcast
    1613: Affordable housing push looking beyond subsidies to supply need

    Behind the Headlines Podcast

    Play Episode Listen Later Sep 26, 2025 32:04


    The city's Infrastructure and Development chief talked about affordable housing issues and the “appraisal gap” that challenges the drive to build more “starter homes” on WKNO's “Behind The Headlines.”

    At Any Rate
    Global Commodities: Supply disruptions give copper prices breakout velocity

    At Any Rate

    Play Episode Listen Later Sep 26, 2025 9:10


    A larger than initially expected supply disruption from the world's second largest copper mine, Freeport's Grasberg in Indonesia, will significantly tighten the copper market in the coming quarters and has flipped our forecasted S&D balance to deficits for this year and in 2026.  Much tighter fundamentals and the draw on limited ex-US inventory flips us bullish on copper, seeing prices pushing towards $11,250/mt in the coming quarters.   Speaker: Greg Shearer, Head of Base & Precious Metals Research   This podcast was recorded on September 26, 2025.   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5089117-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.    

    The Commstock Report Podcast
    How Will Trump Rebuild The Cattle Supply? With Eric Relph

    The Commstock Report Podcast

    Play Episode Listen Later Sep 26, 2025 8:35


    Send us a textStay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

    Biased Football Takes (B.F.T.)
    Title Challengers' Head to Head

    Biased Football Takes (B.F.T.)

    Play Episode Listen Later Sep 26, 2025 95:07


    TakeawaysThe atmosphere at Anfield is unmatched and adds to the live experience.Ticket acquisition for popular matches can be challenging and often requires connections.Experiencing a live match provides a different perspective compared to watching on TV.Player performances can vary greatly in live matches, with some standing out more than others.Coaching decisions can significantly impact the outcome of a match.Injuries and player depth are critical factors in a team's performance throughout the season.Late game wins can indicate a team's resilience but may not be sustainable long-term.The dynamics of player transfers can affect team chemistry and performance.Comparing strikers reveals the importance of supply and positioning in their effectiveness.Chelsea's current form raises questions about their ability to compete for top positions. Injuries can significantly impact team performance.Coaching decisions play a crucial role in a team's success.Young players need time to develop and shouldn't be overburdened with expectations.Recognition in football can come at any stage of a player's career.Meeting players can provide insights into their experiences and challenges.Team depth is essential for navigating injuries during a season.Coaches must balance tactics with player management.The Ballon d'Or highlights the achievements of players across different leagues.Expectations for young players can lead to pressure and burnout.Understanding a player's journey can foster empathy among fans.SummaryIn this episode, the hosts discuss the thrilling experience of attending a live football match, specifically Liverpool vs Everton. They delve into the challenges of ticket acquisition, the unmatched atmosphere at Anfield, and standout player performances. The conversation shifts to coaching decisions, team dynamics, and the impact of injuries on performance. They also analyze the recent City vs Arsenal match and discuss Chelsea's current form and future prospects. The episode concludes with a comparison of strikers and the importance of supply in their effectiveness. In this engaging conversation, the speakers delve into various aspects of football, including the impact of injuries on team performance, the importance of coaching and tactical decisions, and the expectations placed on young players. They also discuss the significance of the Ballon d'Or in recognizing player achievements and share personal insights on meeting players they admire or dislike. The dialogue highlights the complexities of football, from player management to fan expectations, creating a rich tapestry of opinions and experiences.Chapters00:00 Introduction to the Podcast and Guests00:57 Experiencing Liverpool vs Everton Live02:26 The Journey to Anfield07:37 The Atmosphere at Anfield09:38 Player Performances and Highlights18:16 Liverpool's Current Form and Strategy20:05 City vs Arsenal: Tactical Analysis28:55 Discussion on Player Quality and Future Prospects29:22 Assessing Haaland's Performance31:59 The Importance of Supply in Striker Performance35:00 Comparing Strikers: Haaland vs. Ekitike36:53 The Ideal Striker: Expectations and Reality39:52 Chelsea's Coaching Decisions and Team Dynamics44:49 Arsenal's Title Contention and Squad Depth51:09 Injury Impact and Team Depth55:37 Coaching and Team Performance Expectations01:00:31 Young Players and Their Development01:01:32 Ballon d'Or and Player Recognition01:16:07 Youth Development in Football01:17:06 Tactical Analysis and Coaching Styles01:19:32 The Importance of Man Management01:21:22 Debating Coaching Greatness01:22:02 Personal Reflections and Player Interactions01:29:35 Dream Lunch with Football Legends

    Your Health. Your Story.
    The Story of Talo Organic with Graham Honig

    Your Health. Your Story.

    Play Episode Listen Later Sep 25, 2025 53:54 Transcription Available


    Imagine dining out and knowing every choice on the menu was made with your health in mind. Our guest today turned that idea into reality. With zero prior restaurant experience, he launched a fast-casual chain built on health-first principles: no seed oils, 100% grass-fed meats, organic ingredients, non-toxic cleaning methods—and not a plastic cutting board in sight. The concept quickly caught fire, expanding across California with plans to grow nationwide. Today, he shares how this simple yet radical approach is reshaping the restaurant industry. This is the Story of Talo Organic with Graham Honig.  EPISODE VIDEO HIGHLIGHTS ▪ Watch the Entire Episode ▪ Why Talo Organic Is the Healthiest Restaurant in America ▪ Why Nutrient-Dense Fats Are Better Than Seed Oils ▪ How Talo Organic Prioritizes Health Over Cost with Ingredients ▪ The Truth About Fast Food vs. Tallow-Fried Fries ▪ Inside Talo Organic's Approach to Quality, Supply, and Growth ▪ How Talo Organic Is Making Healthy Eating Affordable ▪ How Talo Organic Makes Healthy Eating Easy for Sensitive Diets ▪ Tips from Talo Organic's Founder on Launching a Health-Focused Business CONNECT WITH GRAHAM HONIG ▪ Website - Talo Organic ▪ Instagram ▪ TikTok ▪ Facebook ▪ XLEARN MORE ABOUT US ▪ Visit our website to learn more about Innovative Medicine ▪ Subscribe on YouTube ▪ ‘Your Health. Your Story.' Podcast: Follow on Spotify, Apple Podcasts, and Instagram ▪ Follow our podcast host, Caspar Szulc on Instagram ▪ Sign up for Caspar's newsletter LEARN MORE ABOUT NADOVIM Doctor-formulated, clinically-tested NAD+ supplement. Visit our website and save 10% on your first order by using code NADOVIM10. Disclaimer: The content presented on the podcast is for informational purposes only and is not intended to diagnose, treat, cure, or prevent any disease.

    Dial P for Procurement
    Truck Drivers, Trade Deals, and Denials: Sorting Fact from Fiction in Nebraska

    Dial P for Procurement

    Play Episode Listen Later Sep 25, 2025 21:32


    “Werner Enterprises wishes to clarify that we are not involved in any agreements of discussions regarding the recruitment of Kenyan truck drivers to the United States. Any claims suggesting otherwise are just false.” - Werner Enterprises on X, September 9, 2025 In early September, rumors started to swirl that Werner Enterprises, a $3 Billion transportation and logistics company based in Omaha, Nebraska, was bringing people from Kenya to drive for them in the United States.  The rumors aren't completely based on speculation. Delegations from Kenya and the Nebraska Secretary of State's office have been going back and forth for over a year. Werner and their CEO have publicly denied the rumors, and the Governor of Nebraska has clarified the limitations of the Secretary of State's office, but only digging into the details can separate fact from fiction.  In this episode of the Art of Supply podcast, Kelly Barner pulls together the facts as she found them: Reviewing the timeline - a critical piece of this story Pictures that seem to have been worth more than a thousand words Who said what when, including representatives of the Federal government The lessons we can all learn from what happened Links: Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

    Happy Porch Radio
    Exploring Circular Tech: Rental - Circular ski wear with Cirkel Supply

    Happy Porch Radio

    Play Episode Listen Later Sep 25, 2025 33:49


    What if you could arrive at your ski chalet and find premium ski wear waiting for you, no suitcase, no hassle, and a lot less waste?In this episode of HappyPorch Radio, hosts Barry O'Kane and Tandi Tuakli talk with Anna Smoothy and Anders Bergenstrand, co-founders of Cirkel Supply, a Swiss startup rethinking ski holidays with circular rental.Cirkel combines technology and circular design to make ski wear rental simple and sustainable. Using platforms like Shopify and Supercycle, they deliver high-quality ski outfits directly to accommodation, proving how smart tech choices can support convenience, reduce waste, and keep products in circulation.✨ In this episode:Why ski wear is a perfect case for access over ownershipHow off-the-shelf tech platforms help startups scale efficientlyThe role of lifecycle assessments in measuring circular impactWhat seasonality teaches about building resilient circular systemsCirkel's vision for expanding beyond Switzerland to serve global ski tourism

    Unchained
    Why Hyperliquid Should Cut Its Total Token Supply Nearly in Half - Ep. 909

    Unchained

    Play Episode Listen Later Sep 24, 2025 36:32


    Crypto investors love to throw around “FDV” as if it's the ultimate measure of value. But what if that number is more misleading than helpful?  In this episode, DBA's Jon Charbonneau explains his proposal to cut Hyperliquid's supply by nearly half, why he believes FDV overstates real valuations, and how outdated tokenomics are holding projects back.  We also cover whether the Hyperliquid team should take smaller allocations if they cut the token supply and what Jon thinks of Arthur Hayes' HYPE sale just weeks after saying the token would 10x. Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsor, ⁠Mantle⁠! Guest: Jon Charbonneau, Co-founder and General Partner of DBA Links: Proposal to Reduce HYPE Total Supply by 45% by Jon Charbonneau, Co-founder of DBA Maelstrom post: HYPE's Damocles Sword Unchained: Nearly $12 Billion in HYPE Token Unlocks Loom Ahead: Maelstrom  Timestamps:

    Arcadia Economics
    Silver Supply Fears Now Being Discussed On Bloomberg

    Arcadia Economics

    Play Episode Listen Later Sep 24, 2025 31:48


    Silver Supply Fears Now Being Discussed On Bloomberg For decades, silver investors have been speculating that there could one day be a shortage. And perhaps more than at any other time since silver was removed from the coinage, the signs are mounting that we could actually be on the verge of seeing something like that happen. So you'll want to see what Daniel Ghali of TD Securities said this on Bloomberg Television, about just how quickly he thinks the silver inventories can be drained. And to find out more, click to watch the video now! - To read more about the latest press results from Argenta Silver go to: https://argentasilver.com/argenta-silver-corp-drills-545-g-t-ag-over-43-20-meters-including-1302-g-t-ag-over-8-meters-in-a-70-meter-step-out-drill-hole-and-defines-a-new-exploration-target/ To contact Joaguin, or Vanessa in Investor relation email: oaquín Marias: jm@argentasilver.com Vanessa Bogaert: vb@argentasilver.com Get your free copy of Arcadia's Silver Report here: https://goldandsilverdaily.substack.com/p/arcadia-silver-report-an-overview - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

    Ransquawk Rundown, Daily Podcast
    Europe Market Open: No move to Fed speak, geopolitics in focus; Ifo & supply ahead

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Sep 24, 2025 4:29


    APAC stocks eventually traded mixed following the subdued lead from Wall Street; Japanese markets returned from holiday, Chinese markets were choppy before posting gains.Fed Chair Powell said that towards the next meeting, the Fed will look at labour market, growth data, and inflation data to assess whether policy is in the right place, adding that if it is not, they will move it there.DXY edged higher throughout the APAC session, EUR/USD briefly dipped under 1.1800, AUD was boosted by Aussie CPI, JPY weakened slightly post-PMI.US President Trump shifted his stance on Ukraine and said he thinks Ukraine, with the support of the EU, is in a position to fight and "win" all of Ukraine back in its original form.OpenAI, Oracle (ORCL), and Softbank (9984 JT) announced five new US data centres; NVIDIA (NVDA) director Mark A. Stevens sold over 350k common shares.European equity futures are indicative of a softer cash open with the Euro Stoxx 50 future -0.4% after cash closed +0.6% on Tuesday.Looking ahead, highlights include German Ifo Survey (Sep), Supply from Italy, UK, Germany, US, Speeches from BoE's Greene, Fed's Daly.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Ransquawk Rundown, Daily Podcast
    US Market Open: US equity futures are mixed, USD gains, EUR is pressured on soft German Ifo

    Ransquawk Rundown, Daily Podcast

    Play Episode Listen Later Sep 24, 2025 4:11


    European bourses are modestly lower; US equity futures are incrementally firmer/flat.USD is attempting to atone for recent losses. EUR digests soft German Ifo.Fixed benchmarks are firmer; Bunds caught a bid on softer-than-expected German Ifo metrics.Crude briefly boosted by reports that Israel's army has taken "another step" in the plan to occupy Gaza city; XAU takes a breather from recent upside.Looking ahead, highlights include Supply from the US; Speeches from BoE's Greene, Fed's Daly.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

    Brave Dynamics: Authentic Leadership Reflections
    Valerie Vu: Vietnam's Tech Reforms, Energy Battles & Surviving Trump's Tariff Shock – E629

    Brave Dynamics: Authentic Leadership Reflections

    Play Episode Listen Later Sep 24, 2025 36:44


    Jeremy Au and Valerie Vu sit down in Singapore to examine how Southeast Asia's private capital markets, Vietnam's reforms, and regional politics are shaping investor sentiment and startup opportunities. They explore slower fundraising cycles, Vietnam's push toward technology-driven growth, and how energy shortages and tariff shocks impact manufacturing. Their discussion also covers foreign investor trust, nuclear energy debates, and the rise of cybersecurity and AI as national priorities. 03:52 Vietnam steadies after political consolidation: New leadership pursues double-digit GDP growth, economic reforms, and technology-driven policies. 06:42 Electricity price hikes trigger crisis: EVN's subsidy rollbacks risk $13 billion in renewable projects and damage foreign investor trust. 12:53 Nuclear energy returns to the agenda: Vietnam revives talks with Russia and Japan to build its first reactor by 2030. 20:47 Tariffs negotiated down to 20 percent: Vietnam avoided harsher 46 percent rates, keeping FDI inflows stable and competitive against India and China. 25:49 Supply chain transparency becomes critical: Firms must prove independence from China to avoid 40 percent penalties, creating opportunities for verification startups. 28:36 Startups align with government priorities: AI, cybersecurity, and data infrastructure ventures gain support through partnerships and favorable policy. Watch, listen or read the full insight at https://www.bravesea.com/blog/valerie-vu-powering-vietnam Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

    Thoughts on the Market
    A Good ‘Perfect Storm' for India

    Thoughts on the Market

    Play Episode Listen Later Sep 23, 2025 11:56


    Our Head of India Research Ridham Desai and leaders from Morgan Stanley Investment Management Arjun Saigal and Jitania Kandhari discuss how India's promising macroeconomic trajectory and robust capital markets are attracting more interest from global investors. Read more insights from Morgan Stanley.----- Transcript ----- Ridham Desai: Welcome to Thoughts on the Market. I'm Ridham Desai, Morgan Stanley's Head of India Equity Research and Chief India Equity Strategist. Today, the once in a generation investment opportunities Morgan Stanley sees in India. Joining me in the studio, Arjun Saigal, Co-Head of Morgan Stanley Investment Management at India Private Equity, and Jitania Khandari, Morgan Stanley Investment Management, Head of Macros and Thematic Research for EM Public Equity. It's Tuesday, September 23rd at 4pm in Mumbai. Jitania Kandhari: And 6:30am in New York. Ridham Desai: Right now, India is already the world's fourth largest economy, and we believe it's on track to becoming the third largest by the end of this decade. If you've been following our coverage, you know, Morgan Stanley has been optimistic about India's future for quite some time. It's really a perfect storm – in a good way. India has got a growing young workforce, steady inflation, and is benefiting from some big shifts in the global landscape. When you put all of that together, you get a country that's set up for long-term growth. Of course, India is also facing pressure from escalating tariffs with the U.S., which makes this conversation even more timely. Jitania, Arjun, what are the biggest public and private investment opportunities in India that you'd highlight. Jitania Kandhari: I'd say in public equities there are five broad thematic opportunities in India. Financialization of savings and structurally lower credit costs; consumption with an aspirational consumer and a growing middle-class; localization and supply chain benefits as a China +1 destination; digitization with the India stack that is helping to revolutionize digital services across industries; and CapEx revivals in real estate and industrials, especially defense and electrification. Arjun Saigal: I will just break down the private markets into three segments. The first being the venture capital segment. Here, it's generally been a bit of hit or miss; some great success stories, but there've also been a lot of challenges with scale and liquidity. Coming to the large cap segment, this is the hundred million dollars plus ticket size, which attracts the large U.S. buyout funds and sovereign wealth funds. Here target companies tend to be market leaders with scale, deep management strength, and can be pretty easily IPO-ed. And we have seen a host of successful PE-backed IPOs in the space. However, it has become extremely crowded given the number of new entrants into the space and the fact that regional Asia funds are allocating more of their dollars towards India as they shift away from China. The third space, which is the mid-market segment, the $50- to $100 million ticket size is where we believe lies the best risk reward. Here you're able to find mid-size assets that are profitable and have achieved market leadership in a region or product. These companies have obvious growth drivers, so it's pretty clear that your capital's able to help accelerate a company's growth path. In addition, the sourcing for these deals tends to be less process driven, creating the ability to have extended engagement periods, and not having to compete only on price. In general, it's not overly competitive, especially when it comes to control transactions. Overall, valuations are more reasonable versus the public markets and the large cap segment. There are multiple exit routes available through IPO or sale to large cap funds. We're obviously a bit biased given our mid-market strategy, but this is where we feel you find the best risk reward. Ridham Desai: Jitania, how do these India specific opportunities compare to other Emerging Markets and the developed world? Jitania Kandhari: I will answer this question from two perspectives. The macro and the markets. From a macro perspective, India, as you said, has better demographics, low GDP per capita with catchup potential, low external vulnerability, and relatively better fiscal dynamics than many other parts of the world.It is a domestic driven story with a domestic liquidity cycle to support that growth story. India has less export dependency compared to many other parts of the emerging and developed world, and is a net oil importer, which has been under pressure actually positively impacting commodity importers. Reforms beginning in 2017 from demonetization, GST, RERA and other measures to formalize the economy is another big difference. From a market standpoint, it is a sectorally diversified market. The top three sectors constitute 50 percent in India versus around 90 percent in Taiwan, 66 percent in Brazil, and 57 percent overall in EM. Aided by a long tail of sectors, India screens as a less concentrated market when compared to many emerging and developed markets. Ridham Desai: And how do tariffs play into all this? Jitania Kandhari: About 50 percent of exports to the U.S. are under the 50 percent tariff rate. Net-net, this could impact 30 to 80 basis points of GDP growth.Most impacted are labor intensive sectors like apparel, leather, gems and jewelry. And through tax cuts like GST and monetary policy, government is going to be able to counter the first order impacts. But having said that, India and U.S. are natural partners, and hence this could drag on and have second order impacts. So can't see how this really eases in the short term because neither party is too impacted by the first order impacts. U.S. can easily replace Indian imports, and India can take that 30 basis point to 50 basis points GDP impact. So, this is very unlike other trade deals where one party would have been severely impacted and thus parts were created for reversals. Ridham Desai: What other global themes are resonating strongly for India? And conversely, are there themes that are not relevant for investing in India? Jitania Kandhari: I think broadly three themes globally are resonating in India. One is demographics with the growing cohort of millennials and Gen Z, leading to their aspirations and consumption patterns. India is a large, young urbanizing population with a large share in these demographic cohorts. Supply chain diversification, friend-shoring, especially in areas like electronics, technology, defense, India is an integral part of that ecosystem. And industrials globally are seeing a revival, especially in areas like electrification with the increased usage of renewables. And India is also part of that story given its own energy demands. What are the themes not relevant for investing in India is the aging population, which is one of the key themes in markets like North Asia and Eastern Europe, where a lot of the aging population drivers are leading to investment and consumption patterns. And with the AI tech revolution, India has not really been part of the AI picks and shovels theme like other markets in North Asia, like Korea, Taiwan, and even the Chinese hardware and internet names. Globally, in selected markets, utilities are doing well, especially those that are linked to the AI data center energy demand; whereas in India, this sector is overregulated and under-indexed to growth. Ridham Desai: Arjun, how does India's macro backdrop impact the private equity market in particular? Arjun Saigal: So, today India has scale, growth, attractive return on capital and robust capital markets. And frankly, all of these are required for a conducive investment environment. I also note that from a risk lens, given India being a large, stable democracy with a reform-oriented government, this provides extra comfort of the country being an attractive place to invest. You know, we have about $3 billion of domestic money coming into the stock market each month through systematic investment plans. This tends to be very stable money, versus previously where we relied on foreign flows, which were a lot more volatile in nature. This, in turn, makes for some very attractive PE exits into the public markets. Ridham Desai: Are there some significant intersections between the public and private equity markets? Arjun Saigal: You know, it tends to be quite limited, but we do see two areas. The first being pre-IPO rounds, which have been taking place recently in India, where we do see listed public funds coming into these pre-IPO rounds in order to ensure a certain minimum allocation in a company. And secondly, we do see that in certain cases, PE investors have been selectively making pipe investments in sectors like financial services, which have multiple decade tailwinds and require regular capital for growth. Unlike developed markets, we've not seen too many take private deals being executed in India due to the complex regulatory framework. This is perhaps an area which can open up more in the future if the process is simplified. Ridham Desai: Finally, as a wrap up, what do you both think are the key developments and catalysts in India that investors should watch closely? Arjun Saigal: We believe there are a couple of factors, one being repeat depreciation. Historically this has been at 2.5 to 3 percent, and unfortunately, it's been quite expensive to hedge the repeat. So, the way to address this is to sort of price it in. The second is full valuations. India has never been a cheap market, but in certain pockets, valuations of listed players are becoming quite concerning and those valuations in turn immediately push up prices in the large ticket private market space. And lastly, I would just mention tariffs, which is an evolving situation. Jitania Kandhari: I would add a couple more things. Macro equilibrium in India should be sustained – as India has been in one of the best positions from a macroeconomic standpoint. Private sector CapEx is key to drive the next leg of growth higher. Opportunities for the youth to get productively employed is critical in development of an economy. And India has always been in a geopolitical sweet spot in the last few years, and with the tariff situation that needs some resolution and close monitoring. All of this is important for nominal growth, which ultimately drives nominal earnings growth in India that are needed to justify the high valuations. Ridham Desai: Arjun, Jitania, thank you both for your insights. Arjun Saigal: Great speaking with you Ridham. Jitania Kandhari: Thank you for having us on the show. Ridham Desai: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

    The Covert Narcissism Podcast
    Pull Back Your Supply: How to Test the True Nature of a Relationship with a Covert Narcissist

    The Covert Narcissism Podcast

    Play Episode Listen Later Sep 21, 2025 19:34


    What happens when you stop pouring all your energy into someone else and start investing it back into yourself? In a healthy relationship, your self-care is welcomed and even celebrated. Your partner enjoys the space to recharge too, and both of you come back stronger. But in a relationship with a covert narcissist, pulling back your supply—the constant attention, caretaking, and emotional labor—can trigger explosions, implosions, and childlike tantrums. In this episode, Renee explores: What “supply” really means in covert narcissistic relationships The stark difference between healthy partners and covert narcissists when you focus on self-care Real stories of explosions (“So you don't care about me anymore?!”) and implosions (the dreaded silent treatment) How pulling back gently can expose the genuine nature of your relationship Practical ways to reclaim your energy without cruelty, only clarity If your relationship crumbles the moment you take care of yourself, it's not love—it's control. Your worth is not found in endlessly giving yourself away. Your worth is already inside of you. ✨ Takeaway: Self-care is not betrayal. It's the clearest test of whether your relationship is mutual love or one-sided survival. Your story matters, and you deserve to be heard without judgment. If you're ready to take the next step toward healing, check out my coaching services at [your website]. And don't forget to subscribe for more empowering episodes like this one. DISCLAIMER THE INFORMATION PROVIDED BY RENEE SWANSON, COVERT NARCISSISM PODCAST, AND CNG LIFE COACHING IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT TO BE USED FOR DIAGNOSIS PURPOSES AND NOT INTENDED TO BE A SUBSTITUTE FOR CLINICAL CARE. PLEASE CONSULT A HEALTH CARE PROVIDER FOR GUIDANCE SPECIFIC TO YOUR CASE. THIS MATERIAL DISCUSSES NARCISSISM IN GENERAL. RENEE SHARES STORIES FROM HER PERSONAL EXPERIENCES AS WELL AS FROM THOSE SHE HAS TALKED WITH FOR SEVERAL YEARS. HER MATERIAL DOES NOT CLAIM THAT ANY SPECIFIC PERSON HAS NARCISSISM AND SHOULD NOT BE USED TO REFER TO ANY SPECIFIC PERSON AS HAVING NARCISSISM. PERMISSION IS NOT GRANTED TO LINK TO OR REPOST THIS MATERIAL TO SUPPORT AN ALLEGATION OR SUPPORT A CLAIM THAT ANY SPECIFIC PERSON IS A NARCISSIST. THAT WOULD BE AN UNAUTHORIZED MISUSE OF THE MATERIAL AND INFORMATION PROVIDED. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Makes Sense - with Dr. JC Doornick
    Making Sense of Metabolic Health - What are our symptoms trying to tell us? - Episode 108

    Makes Sense - with Dr. JC Doornick

    Play Episode Listen Later Sep 21, 2025 31:11


    We live in a culture obsessed with treating symptoms, weight gain, fatigue, high blood pressure, brain fog, poor sleep, as if each were an isolated problem. But what if these struggles aren't the problem at all? What if they're just the flashing check engine lights on the dashboard of your body, pointing to a deeper issue that's been hiding in plain sight: Metabolic Disease. In this episode, Dr. JC Doornick pulls back the curtain on why nearly every chronic health crisis in America today — from obesity and Type 2 diabetes to heart disease, hypertension, and even dementia — can be traced back to metabolic dysfunction. He explains how the healthcare industry profits from keeping us stuck in a never-ending cycle of pills, injections, and quick fixes, rather than empowering us to address the root cause upstream. You'll also learn about Metabolic Synchronization — a practical, upstream approach that helps realign the body and mind through five key foundations: Proper diet & nutrition Proper movement & muscle development Proper sleep Proper education & mental detox Proper community & support This episode is a wake-up call: the lights are flashing, and the choice is yours. Will you keep patching symptoms downstream, or will you finally pop the hood and reclaim control of your health, your mind, and your future?

    The Rag Company Podcast
    Protect a Porsche using Armour Detail Supply (Car Wash Q&A)

    The Rag Company Podcast

    Play Episode Listen Later Sep 19, 2025 99:54


    DJ Mayo of  @armourdetailsupply  joins Carson & Anthony in The Rag Company Wash Bay to detail a Black Porsche Boxster S (981) using Decon, Beads and other Armour Detail Supply products. Best of all, the crew will be answering YOUR car detailing product and technique questions while performing the wash!Want to get your hands on the latest & greatest detailing towels, chemicals and tools from this year's TRCMA show? Check it all out at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://theragcompany.com⁠⁠⁠⁠⁠⁠⁠⁠⁠Want to catch the next live Q&A? Tune into ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Rag Company YouTube Channel ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Thursdays at 2pm Mountain Time (4pm Eastern)

    Solid Joys Daily Devotional
    God Will Supply All Your Needs

    Solid Joys Daily Devotional

    Play Episode Listen Later Sep 14, 2025 2:40


    If we live by faith in God's promise of future grace, it will be very hard for anxiety to survive.