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What is behind getting good supplier data and intelligence? That's a good question! So, Jonathan and Paul are asking that very question to the CEO of Craft, Ilya Levtov. He set up Craft in order to solve the problem of looking up information about companies, so he has all the information about finding information!Brought to you by Positive PurchasingTransform how your teams work with an integrated suite of digital procurement platforms and tools from Positive PurchasingProduced by Fresh Air Studios, Podcasting & ADR Studios in Plymouth
David concluded an 18-month research project and interviews with a dozen attorneys and judges with a lengthy piece on the the disaster of our current legal system. In today's Capital Record he offers a dozen reform ideas that are desperately needed, and concludes with one that is more important than all of them put together. Hint: It doesn't involve the judicial system. Show Notes: David's National Review article, "The Next Supply-Side Battle" Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
For the second year running, PricePlow took the main stage at SupplySide Connect New Jersey with a live panel podcast. Episode #213 of the PricePlow Podcast brings you that roundtable in full, recorded live in 2026 with three of the most plugged-in editorial voices in the supplement and functional food space: Cassie Smith (Senior Director of Editorial Content, SupplySide), Heather Carter (Associate Editor, SupplySide Food & Beverage Journal), and Devon Gholam (Editor, SupplySide Supplement Journal and food scientist), while Ben hosts from the PricePlow side. The agenda they agreed on: protein, peptides, and fiber. From there, the conversation branches into GLP-1’s downstream effects on the dairy supply chain, the creatine stability arms race in RTDs and gummies, a debate on Mandatory Product Listing vs. DSHEA 2.0, delivery forms on the edge of legality, and frank takes on CBD, THC beverages, and where functional mushrooms are heading. If you caught Episode #164 from SupplySide Connect NJ 2025, this is the 2026 follow-up. Subscribe to the PricePlow Podcast on your favorite platform and sign up for alerts before diving in. https://blog.priceplow.com/podcast/supplyside-connect-nj-213 Video: Hot Takes & Fresh Finds – The Live Industry Breakdown at SupplySide Connect NJ 2026 https://www.youtube.com/watch?v=WCjUOg5Y8d4 Detailed Show Notes: Cassie Smith, Heather Carter & Devon Gholam at SupplySide Connect NJ 2026 (0:00) – Introductions and Live Show Setup (2:30) – Protein Is Everywhere (7:30) – Protein Science: Isolates, Hydrolysates, and Alternatives (14:00) – GLP-1’s Ripple Effect on Dairy and the Supply Chain (17:30) – Peptides: Two Very Different Conversations (22:30) – GLP-1 Support and the Post-Discontinuation Window (34:15) – Fiber Maxing: Beyond Digestive Health (42:30) – Take It, Try It, Trash It: Industry Hot Takes (47:00) – Mandatory Product Listing vs. DSHEA 2.0 (53:45) – Creatine in Beverages, Gummies, and the Stability Race (58:15) – CBD, THC, Functional Mushrooms, and Industry Scope (1:04:00) – Closing Remarks Where to Follow and Learn More Connect with the Panel Cassie Smith on LinkedIn – Senior Director of Editorial Content, SupplySide Heather Carter on LinkedIn – Associate Editor, SupplySide Food & Beverage Journal Devon Gholam on LinkedIn – Editor, SupplySide Supplement Journal Ben Kane on LinkedIn – PricePlow SupplySide / Informa Markets SupplySide Network SupplySide Connect New Jersey SupplySide on LinkedIn SupplySide Supplement Journal Informa Markets on PricePlow Previous Episodes … Read more on the PricePlow Blog
3. This segment features debates between supply-side and demand-side arguments regarding workforce decline. While Henry Olsen points to structural economic shocks and disability benefits, Jared Bernstein emphasizes weakening demand for labor. Eberstadt highlights a lack of official data on 25 million "invisible" American ex-felons. (3)1940
9. GERMAN ECONOMIC REFORM AND LARS KLINGBEIL. JOSEPH STERNBERG. Joseph Sternberg profiles the Finance Minister's supply-side proposals, including tax reforms and labor law flexibility. These initiatives aim to revive the German economy and reclaim voters from the far-right. (9)1742 PERSIA
Agricultural yields across sub-Saharan Africa are falling. We can create better seeds, fertilisers and insecticides which has the potential to increase agricultural yields. But what stops that potential being realised? We put a lot of attention on how to influence the behaviour or the choices of farmers, but what can policy also do to help the firms, large and small, that provide the inputs that farmers use? Hope Michelson of the University of Illinois is one of the authors of a new review of agricultural input markets. She tells Tim Phillips about the important gaps in our knowledge of how those markets are working.
Jim Thorne returns to break down why this market reset is unlike the 1970s, exposing Fed missteps, supply-side economics, and the real drivers behind AI, oil, and global capital flows. He explains why Wall Street is misreading inflation and why gold, Bitcoin, and select banks could lead the next cycle, with a clear 12-month outlook and a path toward $5,000 gold. #fed #gold #bitcoin ------------
In this episode of the State of Choice podcast, host Ed Tarnowski talks with Susan Pendergrass about the impact of universal choice in states like Arizona. They explore how universal choice is reshaping the educational landscape, the dynamics of supply and demand in rural areas, and the emergence of new educational models.
Supply-Side Progressivism and the High Cost of Green Energy Regulation — Steven Hayward — Haywardexamines the emerging "supply-side progressivism" movement championed by Ezra Klein, which belatedly acknowledges that excessive regulatory frameworks systematically damage economic competitiveness and living standards. Hayward criticizes these progressive intellectuals for acting as though they discovered this reality, ignoring forty years of conservative scholarship documenting regulatory deadweight losses. Hayward highlights California'ssoaring gasoline prices—approaching $7 per gallon in certain jurisdictions—resulting from regulatory destruction of refinery capacity while mandating electric vehicle transition by 2035, creating structural energy price inflation. 1932
Between 1997 and 2011, opioid dispensing in the United States more than tripled, fueling what would become the deadliest drug epidemic in American history. This surge in the supply of opioids was concentrated among a small subset of doctors: roughly 1 percent of the doctors who prescribed opioids accounted for almost 50 percent of all domestic opioid doses prescribed. In a paper in the American Economic Journal: Economic Policy, author Adam Soliman examined what happened when federal authorities cracked down on "rogue" doctors who overprescribed opioids. He found that removing a single doctor from the opioid supply chain reduced county-level dispensing by 10 percent, with no negating increases in neighboring areas. Yet these interventions came with a trade-off—while overall drug mortality declined, heroin overdoses increased by 50 percent, likely as a result of existing users seeking alternatives. Soliman recently spoke with Tyler Smith about how he untangled these complex enforcement effects and what his findings mean for combating drug epidemics that begin in the legal pharmaceutical market.
Our sixth scholar in the series is Nayantara Biswas is a postdoctoral research fellow at the Beth Israel Deaconess Medical Center. She received her Ph.D. in economics from Clark University. Her research focuses on health equity impact evaluations of small-scale interventions and large-scale public policies. We spoke about dissertation titled, The Impact of Social Policies on Reproductive Health, Maternal Employment, and Child Health: Evidence from India. We talked about demand side versus supply side policy interventions in public health, India's maternal health policy landscape, the ASHA workers program, variation across states in policy impact and much more. Recorded August 28th, 2025. Read a full transcript enhanced with helpful links. Connect with Ideas of India Follow us on X Follow Shruti on X Follow Nayantara on X Click here for the latest Ideas of India episodes sent straight to your inbox. Timestamps (00:00:00) - Intro (00:01:35) - Setting the Stage (00:04:44) - India's Maternal–Child Health Policy Landscape (00:08:29) - Uneven Progress: State Differences, Culture, and Measurement Challenges (00:09:24) - Who Are the ASHA Workers? (00:11:56) - Trust, Access, and the Information Channel (00:14:26) - Pay, Hours, and Unionization: Why Conditions Vary by State (00:16:50) - How Incentives Are Structured (00:21:44) - From Design to Data: Building the District-Level Panel (00:25:20) - We Are Measuring ASHAs—and Something Else (00:26:45) - DiD Simplified: How the Causal Claim Works (00:33:45) - Policy Implications: Where to Invest and How to Train (00:36:53) - Cost-Effectiveness: Supply vs. Demand (00:39:53) - Why Supply-Side Effects Take Time (00:41:50) - Beyond Pregnancy: Anganwadi Daycare and Women's Work (00:46:27) - Outro
On Episode #189 of the PricePlow Podcast, we bring you a special panel discussion from SupplySide Global 2025 featuring the brilliant minds behind CREATEA Mighty Mango, the groundbreaking collaborative concept beverage that's redefining what's possible in functional drink formulation. Building on the viral success of last year's XPO NRG, CREATEA takes beverage innovation to the next level by focusing on commercial viability, natural ingredients, and solving one of the industry's biggest challenges: stable creatine in ready-to-drink formats. Ben moderates this powerhouse panel featuring Steve Fink (PLT Health Solutions), Brent Petersen (Glanbia Nutritionals), Shawn Wells (NNB Nutrition), Katie McCammack (Lacore Nutraceuticals), and Michael Lelah (NutriScience Innovations). Together, these industry leaders discuss the technical breakthroughs, formulation challenges, and collaborative spirit that made CREATEA possible. From CreaBev's revolutionary creatine stability to Zynamite S's beverage-ready cognitive enhancement, SweetVantage's natural sweetener breakthrough, and InnovaBean's sustainable natural caffeine, this panel reveals how setting competition aside creates products that elevate the entire industry. https://blog.priceplow.com/podcast/createa-supplyside-global-2025-189 Video: CREATEA Mighty Mango Panel Discussion at SupplySide Global 2025 https://www.youtube.com/watch?v=YOh6djtUes8 Detailed Show Notes: The Future of Formulating Beverages (0:00) – Welcome and Panel Introductions (2:15) – Collaborative Innovation and Zynamite S (8:15) – CreaBev: Solving Creatine's Beverage Stability Challenge (13:30) – Market Trends and Consumer Preferences (23:00) – The Beverage Stability Imperative (25:15) – Comprehensive Beverage Stability Testing (30:00) – The Power and Sustainability of Collaboration (32:45) – Collaboration as Industry Reality Where to Learn More About CREATEA and Featured Ingredients CREATEA Mighty Mango Article: Full formulation breakdown and background PLT Health Solutions: LinkedIn | News on PricePlow Glanbia Nutritionals: LinkedIn | News on PricePlow | CreaBev Article NNB Nutrition: LinkedIn | News on PricePlow NutriScience Innovations: LinkedIn | News on PricePlow Lacore Nutraceuticals: LinkedIn | News on PricePlow Related PricePlow Podcast Episodes ... Read more on the PricePlow Blog
SummaryIn this engaging conversation, Cathie Wood and Dr. Art Laffer explore the evolution of Bitcoin and stablecoins, the historical context of monetary systems, and the future of private money. They discuss the convergence of various technologies, including AI and robotics, and how these innovations are reshaping investment strategies. The dialogue emphasizes the importance of research and the joy of discovering new opportunities in the rapidly changing financial landscape.TakeawaysBitcoin and stablecoins represent a significant evolution in monetary systems.Stablecoins provide a price rule that Bitcoin lacks.The historical context of U.S. monetary policy reveals the need for alternatives to fiat currency.Private money systems are emerging as viable alternatives to government-controlled currencies.The convergence of technologies like AI, robotics, and energy storage is creating new investment opportunities.Tesla exemplifies how companies can be redefined by their technological innovations rather than traditional sectors.Autonomous vehicles are expected to revolutionize transportation and generate significant revenue.AI's role in genomics and protein research is set to transform healthcare.The ability to identify genetic mutations annually will change personal health management.Research and innovation are crucial for navigating the future of finance.Chapters00:00 Government and Private Sector Roles in Nuclear Development01:51 Convergence of Technologies: Bitcoin, AI, and Energy20:39 The Future of Investment and Innovation37:59 bp-introoutro_v2.mp4
This week's guests are Ani and Henry, co-founders of Smithery. Smithery is building the marketplace and runtime for MCP, making it easier for developers to distribute, discover, and monetize tools in the emerging agent ecosystem. Smithery provides a platform to connect your repo, integrate with CI/CD, and handle hosting for servers seamlessly. MCP shines when agents become more general, but it only scales if demand grows for more connections between tools and systems. Drawing from their experiences at Browserbase, Whatnot, and prior AI startups, Ani and Henry saw the need for standardization across the agent stack and set out to build the distribution and trust layer for MCP. We cover what early traction they're seeing from developers, how they're approaching payments and identity to reduce configuration friction, and what the broader shift toward open, composable AI infrastructure means for the future of agents. Episode chapters: 1:51 — Getting into AI 5:30 — The Origin of Smithery 7:40 — Building the Supply Side 9:10 — Why Smithery Is the Easiest Way to Discover MCPs 13:30 — Agent Authentication and Identity 17:08 — The Most Popular MCPs 19:50 — MCP and the Principle of Separation of Concerns 22:50 — How AI Is Being Used Today 25:57 — Defining Success as Founders 31:45 — Quire Fire RoundThis episode is brought to you by Grata, the world's leading deal sourcing platform. Our AI-powered search, investment-grade data, and intuitive workflows give you the edge needed to find and win deals in your industry. Visit grata.com to schedule a demo today.Fresh out of Y Combinator's Summer batch, Overlap is an AI-driven app that uses LLMs to curate the best moments from podcast episodes. Imagine having a smart assistant who reads through every podcast transcript, finds the best parts or parts most relevant to your search, and strings them together to form a new curated stream of content - that is what Overlap does. Podcasts are an exponentially growing source of unique information. Make use of it! Check out Overlap 2.0 on the App Store today.
In this episode, Wayne Tassie, Chair of IAB Europe's Programmatic Committee, is joined by Gil Sommer, VP of Global Product at OpenX.Together, they delve into the latest trends and developments in the ad industry, discussing how it is preparing to address challenges such as cookie depreciation and exploring opportunities in supply-side curation.*Please note this episode was recorded before Google's latest Privacy Sandbox announcement. Many Companies are continuing with privacy-first approaches despite cookies no longer being deprecated in Chrome.
3. Supply vs. Demand: Economic Shocks, Entitlements, and the Invisible Population Nicholas Eberstadt Book: Men Without Work (Post-Pandemic Edition) Eberstadt explores the competing explanations for the ghost army, contrasting his supply-side argument (men holding back labor/unpreparedness) with demand-side views from critics Henry Olsen and Jared Bernstein. Olsen highlights the role of economic shocks and structural changes, like the 1970s stagflation and deindustrialization (the Rust Belt). The role of entitlements is significant, as over half of NILF men receive at least one benefit, often disability payments like SSDI. Regional differences in labor force participation (e.g., high inactivity in West Virginia adjacent to low inactivity in Maryland) mitigate a purely national demand-side case. The source stresses the lack of data on the estimated 25 million ex-convicts, who are an "invisible population" largely untracked by labor statistics. 1929
SummaryIn this engaging conversation, Cathie Wood and Dr. Art Laffer explore the evolution of Bitcoin and stablecoins, the historical context of monetary systems, and the future of private money. They discuss the convergence of various technologies, including AI and robotics, and how these innovations are reshaping investment strategies. The dialogue emphasizes the importance of research and the joy of discovering new opportunities in the rapidly changing financial landscape.TakeawaysBitcoin and stablecoins represent a significant evolution in monetary systems.Stablecoins provide a price rule that Bitcoin lacks.The historical context of U.S. monetary policy reveals the need for alternatives to fiat currency.Private money systems are emerging as viable alternatives to government-controlled currencies.The convergence of technologies like AI, robotics, and energy storage is creating new investment opportunities.Tesla exemplifies how companies can be redefined by their technological innovations rather than traditional sectors.Autonomous vehicles are expected to revolutionize transportation and generate significant revenue.AI's role in genomics and protein research is set to transform healthcare.The ability to identify genetic mutations annually will change personal health management.Research and innovation are crucial for navigating the future of finance.KeywordsBitcoin, Stablecoins, Monetary Systems, Private Money, Technology Convergence, Investment Strategies, Innovation, AI, Robotics, Energy Storage
The most fundamental rule of economics is “supply and demand”. Yet too many RV Park buyers fail to grasp how the single most important factors in your success is simply how easy it is to build another RV Park down the street. In this RV Park Mastery podcast we're going to review how to determine future supply and why it's so vital to your long-term profitability.
In this episode of The REconomy Podcast™ from First American, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi continue season two of The REconomy Summer School series with an in-depth look at the supply side of the housing market, explaining the long-term structural shortage in the nation's supply of housing and the challenges limiting builders' efforts to build more homes in the places people want to live.
Follow Proof of Coverage Media: https://x.com/Proof_CoverageConnor and Sal spoke with Mateusz Poreda and Niko Cunningham, co-founders of Rumi, a company reimagining media consumption through contextually aware AI agents that enhance viewer engagement. Niko shared how his upbringing in Detroit sparked his passion for technology, while Mateusz discussed how his background in consulting and tech helps navigate Rumi's complex challenges. They announced Rumi's $5 million pre-seed round, co-led by EV3 and A16Z CSX, and outlined their vision to turn passive media into interactive experiences. The conversation touched on Rumi's contributor rewards model, potential for creators and advertisers, and concluded with advice for aspiring founders, encouraging listeners to explore Rumi and join the growing community.Timestamps:00:00 - Introduction01:56 - What is Rumi?03:50 - Niko's Journey and Early Influences08:33 - Mateusz's Background and Career Path10:20 - The Importance of Diverse Experiences13:16 - Rumi's Supply Side and Community Contribution14:04 - Transforming Media Consumption18:01 - Privacy and Data Handling20:05 - Maximizing Points and Engagement22:04 - Exploring Demand for Rumi27:08 - Unlocking New User Experiences29:07 - Nielsen vs. Rumi: A New Era of Analytics34:39 - Advice for Founders on Fundraising38:26 - How to Get Involved with RumiDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
How a small group of economists shaped Reagan's tax policy and the future of the Republican party. This is Part 2 of Tax Revolt, a new miniseries from Lever Time revealing how free-market radicals hijacked American politics and set the stage for Elon Musk, DOGE, and Donald Trump's presidency.Want more? Become a paid subscriber to get ad-free episodes and exclusive bonus content, like an exclusive interview we conducted with the godfather of trickle-down economics. By doing so, you'll be supporting independent journalism: levernews.com/subscribe
For Episode #164 of the PricePlow Podcast, Ben Kane sits down with Cassie Smith (Senior Editorial Content Director at SupplySide) and Josh Long (Associate Editorial Director at SupplySide Supplement Journal) for a dynamic discussion recorded live at SupplySide Connect New Jersey 2025. This wide-ranging conversation dives into the most pressing issues facing the supplement industry today, with particular focus on the regulatory uncertainty created by changing tariff policies, FDA oversight challenges, and the evolving landscape of GLP-1 related products and claims. The panel unpacks the complex implications of recent tariff changes on supplement ingredients from China, the ongoing evolution of FDA enforcement priorities under changing leadership, and the controversial marketing practices surrounding GLP-1 mimetics in the supplement space. Throughout the conversation, they highlight a critical need for industry unity, more nuanced discourse on regulatory matters, and a stronger focus on quality products that genuinely benefit consumers rather than minimal-effort “functional” products with questionable claims. Make sure to subscribe to the PricePlow Podcast and stay up to date with the latest supplement industry news, regulatory developments, and emerging trends that impact both businesses and consumers. https://blog.priceplow.com/podcast/supplyside-connect-new-jersey-2025-164 Video: Industry Trends & Regulatory Challenges at SupplySide Connect NJ 2025 https://www.youtube.com/watch?v=aMs-I_oH2JQ Detailed Show Notes: PricePlow Podcast with SupplySide Editorial Team (00:00) – Introductions and Welcome to New Jersey (02:00) – Tariffs: The Hot Topic Dominating Industry Conversations (05:00) – Supply Chain Shifts: Looking Beyond China (10:00) – FDA Oversight and Political Uncertainty (15:00) – The MAHA Movement and Political Divisiveness in Health Policy (20:00) – Mandatory Product Listing Debate (25:00) – GLP-1 Claims and Marketing Ethics (29:30) – Weight Loss Drug Support Products (34:30) – Peptides and Regulatory Gray Areas (39:30) – Media Coverage and Industry Reporting Priorities (44:30) – Functional Foods and Beverages: Beyond the Politics (49:30) – Economic Outlook and Consumer Spending (54:30) – Industry Unity and Positive Messaging Thank you to Cassie Smith and Josh Long for joining us on this episode of the PricePlow Podcast, and thanks to SupplySide Connect for hosting! Subscribe to the PricePlow Podcast on your favorite platform, and don't forget to leave us a review!
Email Us:dbahnsen@thebahnsengroup.comwill@calpolicycenter.orgFollow Us:@DavidBahnsen@WillSwaim@TheRadioFreeCAShow NotesCan Ezra Klein and Derek Thompson Save the Left From Itself?An Abundance of AmbiguityL.A. city budget shortfall grows to nearly $1 billion, with layoffs ‘nearly inevitable'California's soaring pension debt rears its headTeacher of the year among hundreds getting cut from Santa Ana USDSteve Bannon blames Gavin Newsom for creating Elon MuskGov. Newsom sends 'bat phones' to CEOs of major California businessesCalifornia needs $3.4B loan to cover health care costs as state provides insurance to undocumented residentsCalifornia's war on farmers made eggs even scarcerRent set by algorithm? Berkeley bans landlords from using pricing softwareCalifornia's prep sports governors suddenly find themselves isolated in their battle over trans athletesS.F. Pride seeks alternative funding for LGBTQ celebration after major sponsors drop outCity Journal's Christina Buttons The Tragedy of Yarden SilveiraTransgender Brain Studies are Fatally Flawed
Follow Proof of Coverage Media: https://x.com/Proof_Coverage Connor speaks with Hal Smith Stevens, CEO of Rilla Network, about their mission to revolutionize live streaming with peer-to-peer technology. Hal shares insights from Rilla's recent $3.5 million seed round and his experiences as a third-time founder, highlighting the importance of building strong networks and finding the right investors. They discuss Rilla's decentralized content delivery network, which leverages unused upstream bandwidth from viewers to reduce costs for broadcasters and transform passive audiences into active contributors. Hal explains how this approach enhances engagement and reduces expenses, offering examples like cost savings for sports broadcasters. The conversation also touches on Rilla's plans for a token to distribute value within their ecosystem, showcasing the potential of blockchain and peer-to-peer technology to shape the future of live streaming. Timestamps: 00:00 - Introduction 00:35 - Seed Round Experience 01:58 - Advice for First-Time Founders 05:41 - The Importance of Networking 07:24 - Understanding Real Networks 07:36 - Decentralized CDN Concept 08:00 - Core Technology Overview 09:05 - Live Streaming Use Case 12:55 - Transforming Passive Audiences 14:03 - Explaining the Peer-to-Peer Model 19:41 - Concrete Example of Live Streaming 20:59 - Value Attribution and Redistribution 26:25 - Supply Side and Hardware Requirements 29:43 - Blockchain Choice Discussion 30:58 - Future Use Cases Beyond Sports 32:01 - Building a Protocol vs. Application 33:38 - Token Design and Future Plans Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
In this episode of the Startup CPG podcast, Daniel Scharff explores the world of SupplySide West with Wiley Jones, Founder and CEO of Doss, who sponsored 2 lucky brands to attend SupplySide West this year - Paul and Barbara Logan from Uncle's Ice Cream; and Mark Collis, CEO of Scout Organic.At Doss they're building tools for teams that work in the Real World. Manage your operations from PO to POS all within one platform. DossARP is a lightweight ERP and Data Platform, whether you need a total overhaul or want to unify fragmented systems, visit them at doss.comListen in as they discuss:DossSupplySide WestPreparation and Networking TipsGeneral Impressions of Supply Side WestNetworking and Supply Chain ConnectionsSocial and Emotional BenefitsWho Should AttendKey Trends and Focus Areas at the ShowInsights for Startups and BrandsChallenges and Lessons SharedEpisode Links:Wiley JonesWebsite: doss.comLinkedIn: https://www.linkedin.com/in/wileycwjones/ Mark CollisInstagram Handle: @skoutorganicWebsite: https://www.skoutorganic.com/Paul and Barbara LoganWebsite: https://www.unclesicecream.com/ Instagram: https://www.instagram.com/unclesicecream/ Don't forget to leave a five-star review on Apple Podcasts or Spotify if you enjoyed this episode. For potential sponsorship opportunities or to join the Startup CPG community, visit http://www.startupcpg.comShow Links:Transcripts of each episode are available on the Transistor platform that hosts our podcast here (click on the episode and toggle to “Transcript” at the top)Join the Startup CPG Slack community (20K+ members and growing!)Follow @startupcpgVisit host Daniel's Linkedin Questions or comments about the episode? Email Daniel at podcast@startupcpg.comEpisode music by Super Fantastics
Since late-October, a price premium has been building in the TTF natural gas market, particularly summer 2025. Starting the winter season with lower storage in the ground relative to last year, the European natural gas market has had to contend with a colder than normal November, a huge amount of uncertainty regarding whether Russian gas will flow through Ukraine in 2025, and slower than anticipated commencement timelines for new North American LNG export projects. We will discuss whether this risk premium is justified and how we see risks to the current price relationship between summer 2025 and winter 2025-26. Speakers: Shikha Chaturvedi, Head of Global Natural Gas Research Otar Dgebuadze, Global Natural Gas Research This podcast was recorded on 15, November 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4842530-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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.
For Episode #154 of the PricePlow Podcast, Mike and Ben sit down with Sandy Almendarez, the Vice President of Content at Informa Markets, to discuss SupplySide West 2024 live from the event. Sandy provides an introduction to her role and responsibilities, overseeing the educational programming and content for the large trade show. We reached out to the Informa Markets team to talk about the recent rebranding announcement, which brought the following changes: SupplySide West is now SupplySide Global SupplySide East is now SupplySide Connect New Jersey Natural Products Insider is now SupplySide Supplement Journal SupplySide West is one of the biggest events for the industry each year, and the group discussion covers Informa's reinvention and rebranding. 2024's event was a massive success, and Sandy gives us the full scoop on what made this year even better than every year before. A key focus of the discussion centers around the educational content and industry trends covered at SupplySide. Sandy highlights topics like mushrooms, magnesium, and the blurring of lines between supplements, foods, and beverages as being prominent areas of interest. She emphasizes Informa's commitment to identifying emerging industry trends and helping brands navigate the evolving landscape. Mike and Ben praise the value of the educational sessions and the insights shared by industry veterans at the event — this is definitely our favorite tradeshow of the year. We also get to hear why SupplySide West 2024 was held on Halloween, which caused a lot of people with families to leave the show early. https://blog.priceplow.com/podcast/supplyside-global-informa-markets-sandy-almendarez-154 Video: Sandy Almendarez Explains SupplySide's Rebrand… and Halloween https://www.youtube.com/watch?v=WYVTe1KNVws (0:00) – Introductions (01:30) – SupplySide Rebrand (02:30) – Details of the Rebrand and Future Plans (8:15) – Focus on Supplements and Food and Beverage (10:45) – Education and Trends at SupplySide (16:45) – Halloween, Feedback, and Future Improvements (20:00) – Logistics and Community at SupplySide (26:15) – Relationship with Mandalay Bay and Future Plans Thanks for joining us on the podcast, Sandy! Subscribe to the PricePlow Podcast on any platform, and leave us a great review on iTunes and Spotify!
In this podcast, Connor and Sal spoke with David Vorick, co-founder of Glow, about the company's innovative model for funding new solar infrastructure using donations to build solar farms that generate revenue for further projects. Focused on large-scale solar installations in cost-effective regions like India, Glow emphasizes the additionality of carbon credits, ensuring contributions actively reduce emissions. David also highlighted Glow's robust audit system for carbon credits and discussed its growth trajectory, hinting at future government interest in Glow's decentralized, sustainable energy approach. Follow Proof of Coverage: https://x.com/coverageproved Follow Connor: https://x.com/richhomiecon Follow Sal: https://x.com/DAnconia_Crypto Follow David Vorick: https://x.com/davidvorick Timestamps: 00:00 - Introduction to Glow and Its Mission 00:30 - Explaining Glow to the Unfamiliar 02:11 - Focus on Large-Scale Solar Farms 03:51 - The Shift from Residential to Industrial Solar 04:41 - Cost Efficiency and Competitive Advantage 05:45 - New Solar vs. Existing Solar 06:27 - The Importance of Additionality in Carbon Credits 08:30 - Carbon Credits as a Revenue Model 10:42 - Why Solar is a Good Fit for Crypto 12:18 - Low Operational Costs of Solar Farms 13:23 - DePIN Verification and Audit Process 20:18 - Scaling the Supply Side and Incentives 24:14 - Demand Side and Revenue Insights 26:30 - Revenue Accrual to Token Holders Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
‘REDD' stands for ‘Reducing emissions from deforestation and forest degradation in developing countries', with the "+" adding activities like sustainable forest management and conservation. These projects aim to protect tropical forests, generate carbon credits, and support the fight against climate change. In the first part of this series, host Erika Schiller is joined by Bryan McCann, Senior Director of Corporate Solutions at Climate Impact X and early leader at LEAF Coalition, and Anna Stablum, ClimeCo's Director of Business Development in Asia, to explore the history of jurisdictional REDD+, the difference between private and sovereign projects, and how many forest-rich countries are turning to carbon markets to preserve their green resources. They also discuss the supply side of REDD+ projects, how the credits are created, and the challenges of scaling these forest conservation efforts.Additionally, you will hear about the latest updates in methodologies that improve the accuracy and trustworthiness of REDD+ projects, ensuring long-term forest protection through more reliable carbon credit systems. Are you curious about who buys these REDD+ credits and why they are essential? Tune in to part two, where we explore the demand side of the REDD+ market and its role in sustainability and compliance strategies. Subscribe to the ESG Decoded Podcast on your favorite streaming platforms and social media to be notified of new episodes. Enjoy tuning in! Episode Resources: What is REDD+? - https://unfccc.int/topics/land-use/workstreams/redd/what-is-redd Natural Climate Solution - https://www.pnas.org/doi/10.1073/pnas.1710465114 LEAF Coalition: https://www.leafcoalition.org/ LEAF Coalition funding to Brazil: Para-ERPA-announcement-Emergent-Final.pdf (emergentclimate.com)
On this week's Education Gadfly Show podcast, David Deming, a professor of Political Economy at the Harvard Kennedy School, joins Mike and David to discuss his article in The Atlantic arguing that it's not enough for governments and the private sector to eliminate college-degree requirement for good-paying jobs. Then, on the Research Minute, Amber shares a study investigating the “fade-out effect” in early childhood education programs.Recommended content: “We need supply-side education policy” —David Deming“The vibes for career-tech programs are great. But they're too rare.” —Michael J. Petrilli“What Kamala Harris should do on education and training” —Bruno V. MannoJohn A. List and Haruka Uchida, Here Today, Gone Tomorrow? Toward an Understanding of Fade-out in Early Childhood Education Programs, NBER (2024)Feedback Welcome: Have ideas for improving our podcast? Send them to Stephanie Distler at sdistler@fordhaminstitute.org.
Cost-of-Living Agenda Report: https://bringcostsdown.org/Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: realignmentpod@gmail.comGary Winslett, Chamber of Progress Senior Advisor, Middlebury College Professor, and author of the Democratic Cost-of-Living Agenda, joins The Realignment. Marshall and Gary discuss why voters rank rising costs as their top election concern, how housing, energy, infrastructure, healthcare, and childcare are limited by a lack of supply and rising costs, the case for the abundance agenda and supply-side progressivism, and the increasing bipartisan consensus in favor of reform.
With housing costs continuing to skyrocket, the Canadian government has announced a new set of mortgage rules. On this week's TLDR, the tricky economics of fixing the housing crisis. Plus, with the stock market soaring, a look at why some investors are sounding the alarm. And, a window into the money-making magic of the most successful YouTuber in the world, Mr. Beast.This episode was hosted by Devin Friedman, business reporter Sarah Rieger, financial educator Kyla Scanlon and former hedgefunder Matthew Karasz. Follow us on other platforms, or subscribe to our weekly newsletter: linkin.bio/tldrThe TLDR Podcast is offered by Wealthsimple Media Inc. and is for informational purposes only. The content in the TLDR Podcast is not investment advice, a recommendation to buy or sell assets or securities, and does not represent the views of Wealthsimple Financial Corp or any of its other subsidiaries or affiliates. Wealthsimple Media Inc. does not endorse any third-party views referenced in this content. More information at wealthsimple.com/tldr.
Listen as Paul Abernathy, CEO, and Founder of Electrical Code Academy, Inc., the leading electrical educator in the country, discusses electrical code, electrical trade, and electrical business-related topics to help electricians maximize their knowledge and industry investment.In this episode, Paul will tackle the question of how supply-side bonding jumpers vs equipment grounding conductors differ. We will address the issues with Code Making Panel 5 and a specific task group that is attempting to “REWRITE” the NEC without any validation process. If you are looking to learn more about the National Electrical Code, for electrical exam preparation, or to better your knowledge of the NEC then visit https://fasttraxsystem.com for all the electrical code training you will ever need by the leading electrical educator in the country with the best NEC learning program on the planet.Become a supporter of this podcast: https://www.spreaker.com/podcast/master-the-nec-podcast--1083733/support.
Listen as Paul Abernathy, CEO, and Founder of Electrical Code Academy, Inc., the leading electrical educator in the country, discusses electrical code, electrical trade, and electrical business-related topics to help electricians maximize their knowledge and industry investment.In this episode, Paul will tackle the question of how supply-side bonding jumpers vs equipment grounding conductors differ. We will address the issues with Code Making Panel 5 and a specific task group that is attempting to “REWRITE” the NEC without any validation process. If you are looking to learn more about the National Electrical Code, for electrical exam preparation, or to better your knowledge of the NEC then visit https://fasttraxsystem.com for all the electrical code training you will ever need by the leading electrical educator in the country with the best NEC learning program on the planet.Become a supporter of this podcast: https://www.spreaker.com/podcast/electrify-electrician-podcast--4131858/support.
In this episode of the Startup CPG podcast, Daniel Scharff sits down with Kantha Shelke, a certified food scientist, and Jon Benninger, VP at Informa, to delve into an overview of SupplySide West—the best known supply chain trade show for the consumer packaged goods (CPG) industry. This event covers a wide array of sectors including food, beverage, dietary supplements, personal care, and animal nutrition.Daniel, Kantha, and Jon discuss how SupplySide West helps brands looking to connect with suppliers, discover new ingredients, explore packaging and co-packing solutions, and learn how to bring products from concept to market. They emphasize the significance of in-person networking, insights from panels on trends, compliance, and innovation, and strategies for making the most of the trade show experience, and talk about the overall importance of creating your supply chain network.From tips on setting clear goals and identifying key contacts to balancing scheduled meetings with spontaneous networking, they offer practical advice for both startups and established companies. They also share success stories, personal experiences, and insights on how to turn unexpected opportunities into valuable industry relationships.Tune in to hear how to maximize your SupplySide West experience and gain actionable advice for building and leveraging industry connections!Use code CPG50 for $50 off your Expo Pass registrationSupplySide West Registration > https://utm.io/registerhereStartup CPG Happy Hour @ SupplySide West Signup: https://www.eventbrite.com/e/startup-cpg-meets-supply-side-west-happy-hour-tickets-1001755707287Listen in as they share about:SupplySide West OverviewHow to Navigate SupplySide WestTypes of ExhibitorsNetworking and CollaborationImportance of In-Person Interaction:Target Audience and AttendeesValue of the EventThe Role of the Event in Business GrowthPractical Advice for AttendingEpisode Links:Informa Markets LinkedInJon Benninger LinkedInKantha Shelke LinkedInDon't forget to leave a five-star review on Apple Podcasts or Spotify if you enjoyed this episode. For potential sponsorship opportunities or to join the Startup CPG community, visit http://www.startupcpg.com.Show Links:Transcripts of each episode are available on the Transistor platform that hosts our podcast here (click on the episode and toggle to “Transcript” at the top)Join the Startup CPG Slack community (20K+ members and growing!)Follow @startupcpgVisit host Daniel's Linkedin Questions or comments about the episode? Email Daniel at podcast@startupcpg.comEpisode music by Super Fantastics
Noah Smith & Brad DeLong Record the Podcast We, at Least, Would Like to Listen to!; Aspirationally Bi-Weekly (Meaning Every Other Week); Aspirationally an hour...Key Insights:* A number of years ago, Brad DeLong said that it was time to “pass the baton” to “The Left”. How's that working out for us? #actually, he had said that we had passed the baton—that the absence since January 21, 2009 (or possibly January 21, 1993) of Republican negotiating partners meant that sensible centrism produced nothing—that Barack Obama had proposed John McCain's climate policy, Mitt Romney's health care policy, George H.W. Bush's entitlement-and-budget policy, Ronald Reagan's tax policy, and Gerald Ford's foreign policy, and had gotten precisely zero Republican votes for any of those. Therefore the only choice we had was to pass the baton to the Left in the hopes that they could energize the base and the disaffected to win majorities, and then offer strong support where there policies were better than the status quo.* But my major initial take was that the major task was to resurrect a sensible center-right, in which I wished the Niskanen Center good luck, but was not optimistic.* But everyone heard “Brad DeLong says neoliberals should ‘bend the knee'” to THE LEFT…* That is interesting…* Should neoliberals bend the knee?* How has the left been doing with its baton? Not well at all, for anyone who defines “THE LEFT” to consist of former Bernie staffers who regard Elizabeth Warren as a neoliberal sellout.* It has, once again, never missed an opportunity to miss an opportunity. * But the conditions that required passing the baton to the left—High Mitch McConnellism, Republican unity saying “NO!” to everything by every Republican to make the Black president look like a weak failure—no longer hold.* And the principal adversaries to good governance and a bright American future are reactionary theocrats, neofascist grifters, and true-believer right-neoliberals to the right and cost-disease socialists to the left.* But in the middle, made up of ex-left-neoliberals and nearly all other right-thinking Americans, are we supply-side progressives.* Instead, there is a governing coalition, in the Senate, composed of 70 senators, 50 Democrats and 20 Republicans, from Bernie Sanders through J.D. Vance—a supply-side progressive or supply-side Americanist coalition.* It is therefore time to snatch the baton back, and give it to the supply-side progressivist policy-politics core, and then grab as many people to run alongside that core in the race as we possibly can.* The Niskanen Center cannot be at the heart of the supply-side progressivist agenda because they are incrementalists and critics by nature.* The principal business of “Leftist” activists over the past five years really has been and continues to be to try to grease the skids for the return of neofascism—just as the principal business of Ralph Nader and Naderites in 2000 was to grease the skids for upper-class tax cuts, catastrophic financial deregulation, and forever wars.* &, as always, HEXAPODIA!References:* Beauchamp, Zack. 2019. "A Clinton-Era Centrist Democrat Explains Why It's Time to Give Democratic Socialists a Chance." Vox. March 4, 2019. .* Black, Bill. 2019. "Brad DeLong's Stunning Concession: Neoliberals Should Pass the Baton & Let the Left Lead." Naked Capitalism. March 5. .* DeLong, J. Bradford. 2019. “David Walsh went to the Niskanen Center conference. He got hives…” Twitter. February 25. .* DeLong, J. Bradford. 2019. "Carville & Hunt: Two Old White Guys Podcast." Brad DeLong's Grasping Reality. March 11. .* DeLong, J. Bradford. 2019. "I Said 'Pass the Baton' to Those Further Left Than I, Not 'Bend the Knee.'" Brad DeLong's Grasping Reality. March 27. .* Elmaazi, Mohamed. 2019. "Famous Neoliberal Economist Says Centrism Has Failed." The Canary. March 15, 2019. .* O'Reilly, Timothy. 2019. "This Interview with Brad DeLong is Very Compelling." LinkedIn. .* Douthat, Ross. 2019. "What's Left of the Center-Left?" New York Times. March 5. .* Drum, Kevin. 2019. "A Neoliberal Says It's Time for Neoliberals to Pack It In." Mother Jones. March 5. .* Hundt, Reed, Brad DeLong, & Joshua Cohen. 2019."Neoliberalism and Its Discontents." Commonwealth Club. March 5. .* Konczal, Mike. 2019. "The Failures of Neoliberalism Are Bigger Than Politics." Roosevelt Institute. March 5. .&* Vinge, Vernor. 1999. A Deepness in the Sky. New York: Tor Books. . Get full access to Brad DeLong's Grasping Reality at braddelong.substack.com/subscribe
“The Jetsons” premiered in 1962. And based on the internal math of the show, George Jetson, the dad, was born in 2022. He'd be a toddler right now. And we are so far away from the world that show imagined. There were a lot of future-trippers in the 1960s, and most of them would be pretty disappointed by how that future turned out.So what happened? Why didn't we build that future?The answer, I think, lies in the 1970s. I've been spending a lot of time studying that decade in my work, trying to understand why America is so bad at building today. And James Pethokoukis has also spent a lot of time looking at the 1970s, in his work trying to understand why America is less innovative today than it was in the postwar decades. So Pethokoukis and I are asking similar questions, and circling the same time period, but from very different ideological vantages.Pethokoukis is a senior fellow at the American Enterprise Institute, and author of the book “The Conservative Futurist: How to Create the Sci-Fi World We Were Promised.” He also writes a newsletter called Faster, Please! “The two screamingly obvious things that we stopped doing is we stopped spending on science, research and development the way we did in the 1960s,” he tells me, “and we began to regulate our economy as if regulation would have no impact on innovation.”In this conversation, we debate why the '70s were such an inflection point; whether this slowdown phenomenon is just something that happens as countries get wealthier; and what the government's role should be in supporting and regulating emerging technologies like A.I.Mentioned:“U.S. Infrastructure: 1929-2017” by Ray C. FairBook RecommendationsWhy Information Grows by Cesar HidalgoThe Expanse series by James S.A. CoreyThe American Dream Is Not Dead by Michael R. StrainThoughts? Guest suggestions? Email us at ezrakleinshow@nytimes.com.You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs.This episode of “The Ezra Klein Show” was produced by Rollin Hu. Fact-checking by Michelle Harris, with Mary Marge Locker and Kate Sinclair. Our senior engineer is Jeff Geld, with additional mixing by Aman Sahota. Our senior editor is Claire Gordon. The show's production team also includes Annie Galvin, Elias Isquith and Kristin Lin. Original music by Isaac Jones. Audience strategy by Kristina Samulewski and Shannon Busta. The executive producer of New York Times Opinion Audio is Annie-Rose Strasser. And special thanks to Sonia Herrero.
Next in Media spoke with Amanda Martin, SVP, Monetization & Business Strategy at Mediavine, about whether small to mid sized publishers are feeling the effects of cookies going away, and if they've gravitated to any viable solutions. Martin also gave an update on Google's Privacy Sandbox initiative, and why it's so complex and challenging for the industry to test and implement. Guest: Amanda MartinHost: Mike ShieldsSponsored by: EpsilonProduced by: Fresh Take
State and Federal Governments have been marked with a massive “fail” in their half-hearted attempts to show they are really committed to increasing housing supply. Of course, the demand side issues of too high migration, and too lose lending are conveniently sidestepped, as big Australia and banks' profits rule. But according to a recent AFR … Continue reading "Supply Side Housing A Worsening Fail!"
Elyse Marcellino is the Director of Embark in Mississippi. Embark is a new schools accelerator that works with school founders to help them move from idea to doors open. They guide school founders through early planning and preparing to launch so they can successfully open new schools to serve students throughout the state. Elyse and Garrett start this episode by celebrating what West Virginia and Mississippi have in common and commiserating as residents of states that are often ridiculed by coastal elites. Elyse shares about her experience with several types of education environments growing up which inspired her to make a career in the education reform movement. Sometimes supply needs a little help meeting demand - Garrett & Elyse discuss how we can improve education options outside of state legislatures by working alongside education entrepreneurs to meet the educational needs in our communities even in rural communities. Embark Laurel, Mississippi Home Town on HGTV Mississippi Delta Garrett Ballengee, Host President & CEO - @gballeng Cardinal Institute for West Virginia Policy Amanda Kieffer, Executive Producer Vice President of Communications & Strategy - @akieffer13 Cardinal Institute for West Virginia Policy Nate Phipps, Editor & Producer Communications & Social Media Associate - @Aviv5753 Cardinal Institute for West Virginia Policy Follow: YouTube, Twitter, Facebook, LinkedIn, Instagram Support: Patreon, Donate, Newsletter
Arif and James are back and brought Dusty with for the ride! We go over Cousins and Jefferson rumors, Super Bowl prop bets, and a wide-ranging mailbag including some actual Vikings discussion! Please send any questions or feedback to or tweet to @norsecodeDN. If you like our show please donate to We have merch! You can visit our shop at: Also a special thank you to DrawPlayDave for our logo and merchandise designs! You can follow him @drawplaydave and visit his main comic page here:
The fed was looking for "help" from the supply side. They got all the help they're going to get https://www.cnbc.com/2023/12/13/why-b... Join this channel to get access to perks: / @uneducatedeconomist https://anchor.fm/youguysletmeknow uneducatedeconomist.com uneducatedeconomist@gmail.com real mail P.O. 731 Astoria , OR 97103 Instagram uneducated.economist patreon / uneducatedeconomist Want to buy me a coffee https://www.paypal.me/meatbingohttps://cash.app/$bingo503https://venmo.com/code?user_id=211351... ZELLE uneducatedeconomist@gmail.com uneducatedeconomist@handcash.io Buy an Uneducated Economist hoodie https://teespring.com/stores/uneducat... --- Support this podcast: https://podcasters.spotify.com/pod/show/youguysletmeknow/support
In October of 2023, we made our annual trip to the “mecca of ingredientology” – SuppySide West 2023 in Las Vegas, NV. This is a major trade show that includes basically every component of the dietary supplement and nutrition industry's supply chains, from ingredient developers to flavor houses to machine manufacturers to distribution experts. If you're active in this industry, it's the one to be at. We kept our tradition strong by recording a new podcast with Katie Emerson of Nutrition21, who's their Manager of Scientific Affairs and an event sponsor. This is a follow-up to two previous PricePlow Podcast episodes, #075 and #085, continuing the conversation but with some new updates, and a few things never before mentioned on PricePlow. nooLVL is for everyone… and what is Lustriva? The big news is that Nutrition21 retargeted nooLVL for nootropics, and isn't just targeting gaming supplements anymore. Katie also updates us about her recent presentations and research, and we finally get to ask the question, “What is Lustriva?!” https://blog.priceplow.com/podcast/nutrition21-ssw-2023-119 Nutrition21's Katie Emerson Talks nooLVL and Lustriva https://www.youtube.com/watch?v=NVYd385veJI (0:00) – Introduction (6:30) – nooLVL energy and fatigue study (10:15) – Dosage arms race (15:30) – Rebranding / Retargeting nooLVL (18:45) – What's Lustriva?! (21:30) – The success of beauty products (23:00) – Hair growth (26:00) – Wrap up Where to Follow Katie and Nutrition21 Nutrition21 on LinkedIn: https://www.linkedin.com/company/nutrition-21/ Katie Emerson on LinkedIn: https://www.linkedin.com/in/katie-m-emerson/
Staying healthy and vibrant is the main theme behind Supplyside West (October 23 - 27 in Las Vegas). Sandy Almendarez, VP of Content for SupplySide, shares insider information about this upcoming industry event including sustainability and the latest science. From nutrition to supplements, the latest research about staying healthy and more, SupplySide is packed with information that helps people live better lives.
In this episode, host Noor Naseer delves into the intricacies of Supply Path Optimization (SPO) and Header Bidding with Basis Technologies VP of Product (DSP) Ian Trider. He sheds light on the supply path's crucial role in impactful programmatic media buying. Ian explains how this strategy enhances transparency and efficiency in the digital advertising supply chain. The episode explores how advertisers can benefit from selecting optimal paths to reach their target audiences while minimizing costs and fraud.
Dan Day, CFA, Equity Research Analyst at B. Riley Securities, joins the podcast today to discuss the digital advertising business, SSPs and his thesis on Magnite, Inc. (NASDAQ: MGNI), the world's largest independent sell-side advertising company (according the company's website). To get in touch with Dan Day, you can reach him via email here: dday@brileyfin.com Chapters: [0:00] Introduction + Episode sponsor: Stream by Alphasense [1:35] What is Magnite, Inc. (NASDAQ: MGNI) and why is it interesting to Dan [8:57] Take rate on SSP's (effectively the bear case on SSPs) [14:53] Adtech trends since early 2021 [19:11] Brand integrity - how much is that important amongst SSPs [20:25] $MGNI valuation upside [23:55] Programmatic recession vs. the stocks were overvalued in 2021 [25:48] CTV - what it means and how it works; why its important to $MGNI [29:24] Who is $MGNI working with on CTV / competitive landscape [32:55] $MGNI bear case on programmatic advertising - why don't publishers build out SSPs themselves? How are publishers thinking about building vs. buying SSPs? [44:25] Anything missed on the Bull or Bear case for $MGNI / stock compensation [50:07] Google antitrust case - what is the bull case for $MGNI [59:24] Odds that Google loses this trial and/or splits out SSP [1:03:58] One thing that market generalists miss regarding $MGNI [1:08:26] Channel checks on media industry Today's episode is sponsored by: Stream by Alphasense Are traditional expert calls in the investment world becoming obsolete? According to Stream, they are, and you can access primary research easily and efficiently through their platform. With Stream, you'll have the right insights at your fingertips to make the best investment decisions. They offer a vast library of over 26,000 expert transcripts, powered by AI search technology. Plus, they provide competitive rates on expert call services, and you can even have an experienced buy-side analyst conduct the calls for you. But that's not all. Stream also provides the ability to engage with experts 1-on-1 and get your calls transcribed free-of-charge—all for 40% less than you would pay for 20 calls in a traditional expert network model. So, if you're looking to optimize your research process and increase ROI on investment research spend, Stream has the solution for you. Head over to their website at streamrg.com to learn more. Thanks for listening, and we'll catch you next time. For more information: https://www.streamrg.com/
In this episode Eran Mizrahi discusses the work he is doing with Ingredient Brothers to make the ingredient search and procurement process easier for customers. Listen in as Deborah and Eran also talk about the importance of building a global team and the challenges that come with it. Eran emphasizes the need for a clear focus on building a global team, while Deb adds that it's essential to have a long-term strategy and find team members who align with the company's values and goals. They also discuss the milestones and challenges of entrepreneurship and the importance of networking. Eran grew up watching his father grow a successful import business that was built on integrity and customer service. A South African transplant, Eran started his career at Deloitte. From there, he came to New York to pursue his MBA at Columbia '14.Eran was an early employee at Plated, where he focused on building planning and sourcing programs. The team's collective efforts led to a $300M sale to Albertsons.He then went to join Nuts.com, one of the world's largest nuts and specialty ingredient e-commerce companies. He was quickly elevated to COO and quadrupled capacity to support growth in 2020.Fun Fact: Eran took a gap during college to attend culinary school, where he solidified his love of food. You can connect with Eran in the following ways: Website: ingredientbrothers.com Linkedin: https://www.linkedin.com/company/74524657/admin/feed/posts/ Whether you are a C-Suite Leader of today or tomorrow, take charge of your career with confidence and leverage the insights of The CEO's Compass: Your Guide to Get Back on Track. To learn more about The CEO's Compass, you can get your copy here: https://amzn.to/3AKiflR Other episodes you'll enjoy: C-Suite Goal Setting: How To Create A Roadmap For Your Career Success - http://bit.ly/3XwI55n Natalya Berdikyan: Investing in Yourself to Serve Others on Apple Podcasts -http://bit.ly/3ZMx8yw Questions to Guarantee You Accomplish Your Goals - http://bit.ly/3QASvymSee omnystudio.com/listener for privacy information.
The guys discussed what was a pretty outstanding week for the Brewers, David Stearns finally landing with the Mets, how things are setting up for the playoffs and of course those stinkin' patches. Support the podcast on Patreon and receive the Monthly Minor League Extra and Weekly Packers Preview. Music: Fair Weather Fans by The Baseball Project recorded live at WFMU --- Send in a voice message: https://podcasters.spotify.com/pod/show/mketailgate/message
Editors' Picks:Noah: MBD's piece “Prevent College Debt, Don't Just Forgive It”Charlie: Matt Continetti's magazine piece “Supply Side, Still”Maddy: NR's editorial "Josh Shapiro's Shameful Betrayal on School Choice"Michael: Noah's piece “The Disinformation Industry's Jig Is Up”Light Items:Noah: The Adirondacks Charlie: Setting off fireworks in the streetMaddy: Apple TV show HijackMichael: Fourth of July partySponsors:MadeInBoll & BranchExpressVPN This podcast was edited and produced by Sarah Colleen Schutte.
Photo: No known restrictions on publication. @Batchelorshow #UK: #France: The rousing Truss/Kwarteng energy scramble, supply side tumult. Simon Constable, Time. https://time.com/6215674/britain-turmoil-economy/