Podcasts about Swings

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Best podcasts about Swings

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Latest podcast episodes about Swings

From B.A. to Broadway
Ep. 112: We Came From Away! with Justin Anthony Long

From B.A. to Broadway

Play Episode Listen Later Sep 28, 2026 54:02


In this Episode, Brennan is joined by LA-based actor, Justin Anthony Long, as they talk about finding the comedy around you, knowing what you want, and of course the defining moment of booking a role in a major motion picture! And if you're in the South Florida area next month, come see Justin and Brennan in Come From Away with Slow Burn Theatre at the Broward Center!Support the showHost/ Production/ Editing: Brennan StefanikMusic: Dylan KaufmanGraphic Design: Jordan Vongsithi@batobroadway on Instagram, Threads, and TikTokPatreon.com/batobroadway

The Guy Gordon Show
Teeing Off for a Good Cause: Hot Pink Helpers Swings Big in Brighton!

The Guy Gordon Show

Play Episode Listen Later Sep 28, 2026 8:31


September 28, 2026 ~ Chris Renwick and Lloyd Jackson chat with Hot Pink Helpers board member Bill Wylonis at the annual Hot Pink Helpers charity golf outing supporting breast cancer patients. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

From B.A. to Broadway
In the Spotlight #89: Singin' in the Rain

From B.A. to Broadway

Play Episode Listen Later Sep 25, 2026 35:01


In this week's mini-sode, we're shining the spotlight on one of the most iconic movie-musicals of all time! Although it's Broadway run was on the short side, on stage or screen this show is one for the true triple threats out there!Support the showHost/ Production/ Editing: Brennan StefanikMusic: Dylan KaufmanGraphic Design: Jordan Vongsithi@batobroadway on Instagram, Threads, and TikTokPatreon.com/batobroadway

Dale & Keefe
Rob Bradford Joins! | Is Willson Contreras taking too many swings?

Dale & Keefe

Play Episode Listen Later Sep 24, 2026 14:46


Rob Bradford joins Jones and Keefe looking ahead of Red Sox playoffs where it seems the Red Sox are closing in on a Payton Tolle Game 1. Does this team have the momentum they need in order to win the series? And what's the latest update on Willson Contreras and swinging?

GREY Journal Daily News Podcast
What Do Oil And Yield Swings Mean For Fundraising?

GREY Journal Daily News Podcast

Play Episode Listen Later Sep 22, 2026 1:13


U.S. stocks declined as higher oil prices and volatile Treasury yields pressured the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite. Rising energy benchmarks, including Brent crude and West Texas Intermediate, feed into freight rates, fuel surcharges, and manufacturing costs. Bond market moves in the U.S. ten year Treasury affect corporate borrowing costs and valuation discount rates, compressing multiples for high growth sectors. The Federal Reserve's policy outlook and major data releases influence market volatility and capital raising windows. Public market weakness often slows late stage private financings, while IPOs and M&A can face delays or altered terms. Founders are adjusting budgets, hedging energy exposure, and timing fundraising to avoid volatile periods.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Retirement Coffee Talk
Stress-Testing Your Retirement: Stock Market Swings and Social Security Cuts

Retirement Coffee Talk

Play Episode Listen Later Sep 22, 2026 17:17


Trading card crazes might teach surprisingly sharp lessons about market downturns, smart investments, and long-term financial survival. Host Charisse Rivers unpacks strategies for navigating market volatility and potential Social Security reductions. Unpacking everything from market pullbacks to portfolio diversification, this episode explores how custom exit strategies, zero-loss solutions, and safe-money buckets help shield retirement plans from economic shifts. Learn how stress-testing an income strategy creates lasting confidence, protects future legacies, and ensures financial independence through every market cycle. Like this episode? Hit that Follow button and never miss an episode!

From B.A. to Broadway
Ep. 111: From BS to Broadway! with Jess McKenna

From B.A. to Broadway

Play Episode Listen Later Sep 21, 2026 68:14


In Episode 111, Brennan is joined by LA-based actor/writer/comedian Jess McKenna, as they chat about unnecessary schisms between theatre departments and student theatre groups, how the dream changes as the industry around us changes, and the evolution of musical improv! Jess is one who wears many hats in the arts, and she sure is a pro in all of them!Support the showHost/ Production/ Editing: Brennan StefanikMusic: Dylan KaufmanGraphic Design: Jordan Vongsithi@batobroadway on Instagram, Threads, and TikTokPatreon.com/batobroadway

Your Retirement Navigator
When the Paychecks Stop: Navigating Market Swings in Retirement

Your Retirement Navigator

Play Episode Listen Later Sep 19, 2026 30:01


Ever wonder why market dips hit so much harder once you're retired—and the steady paychecks have stopped flowing? On this episode of Your Retirement Highway, Kyle Jones and Matt Allgeyer of FIRA Capital Management share candid stories and insider perspectives, including a wild ride through college football culture, before diving into what really keeps retirees up at night. From rising diesel prices to the secret mechanics of oil refining (trust us, it's way more interesting than it sounds!), the guys peel back the curtain on how inflation and world events ripple through your retirement plan.But don't worry—this isn't just doom and gloom or dry numbers! Kyle and Matt reveal strategies you'll actually want to use: how to build that all-important “income floor,” why your savings needs to work as hard as you do, and the surprising reason banks might know more about your retirement than you realize. Will your money last? Will your plan hold up through unexpected emergencies? Tune in for laughs, honest talk, and actionable advice from the longest-running retirement radio show in St. Louis.Join Matthew Allgeyer and Kyle Jones as they dive into the crucial issues shaping your retirement. In this episode of Your Retirement Highway, our hosts discuss a key retirement topic, sharing expert advice, actionable strategies, and experiences that matter. From taxes and Social Security to long-term care and market volatility, they cover what you need to know to chart your retirement course with clarity and confidence.

From B.A. to Broadway
In the Spotlight #88: Promises Promises

From B.A. to Broadway

Play Episode Listen Later Sep 18, 2026 27:54


In this week's mini-sode, we are shining the spotlight on the Broadway musical "Promises Promises". With a pretty bizarre plot dealing with some dilemmas faced by those in corporate America, it's sure to leave you going "Huh!...", but you will be entertained!Support the showHost/ Production/ Editing: Brennan StefanikMusic: Dylan KaufmanGraphic Design: Jordan Vongsithi@batobroadway on Instagram, Threads, and TikTokPatreon.com/batobroadway

The Daily Punch
Hakeem Jeffries holds back, Katherine Clark swings

The Daily Punch

Play Episode Listen Later Sep 17, 2026 11:30


As Reps. Marie Gluesenkamp Perez and Jared Golden break with their party on rule votes; House Democratic leaders are handling the situation differently. Want more in-depth daily coverage from Congress? Subscribe to our free Punchbowl News AM newsletter at punchbowl.news. Learn more about your ad choices. Visit megaphone.fm/adchoices

The A24 Podcast
Big Weird Swings with Skyler Gisondo & Austin Abrams

The A24 Podcast

Play Episode Listen Later Sep 16, 2026 53:41


Topics include:Being former arch-nemeses, cutthroat Pizza Hut auditions, oceanic engineer parents, busking on Santa Monica promenade, childhood fixations on West Side Story and Happy Gilmore, shape-shifting performances, having an out-of-body experience working with Robert Pattinson on the first day of Primetime, Skyler “beaming like a maniac” watching Austin in a top-secret screening of Resident Evil, Lance Oppenheim's deep collaboration, decapitated whale heads, shining Ryan Gosling's shoes, Ben Stiller and Robin Williams helping Skyler ask his girlfriend to prom on set of Night at the Museum, the courage to call Robert De Niro “Bob,” and the joy of taking big weird swings. 

From B.A. to Broadway
Ep. 110: Making Theatre Accessible! with Will Branner

From B.A. to Broadway

Play Episode Listen Later Sep 16, 2026 62:14


In Episode 110, Brennan is joined by Broadway's Will Branner, as they chat about fighting the game of comparison, keeping theatre alive in the modern day, and finding ways to make Broadway accessible to folks both in and out of NYC! There are so many tools readily available that could be utilized by Broadway and the industry as a whole to actually fix many of the issues we're currently facing!Support the showHost/ Production/ Editing: Brennan StefanikMusic: Dylan KaufmanGraphic Design: Jordan Vongsithi@batobroadway on Instagram, Threads, and TikTokPatreon.com/batobroadway

TD Ameritrade Network
Pockets of Strength in "Rotational Market" as Crude Oil, Yield Swings

TD Ameritrade Network

Play Episode Listen Later Sep 15, 2026 8:38


The market is still in the middle of a churn, says Kevin Green, who calls out the lasting volatility as crude oil prices swing and 10-year-Treaury yields linger around 5%. He discusses how the "rotational market" impacts investors and hidden strengths he sees in the dicey trading environment, including the communications sector. Stay mindful of the geopolitical risk, says KG, who highlights key oil infrastructure getting struck as a lasting headwind. He then turns to his levels to watch in the S&P 500 (SPX). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

MLB Morning Lineup Podcast
Two massive swings in Philly, one big no-Sho in LA

MLB Morning Lineup Podcast

Play Episode Listen Later Sep 10, 2026 12:12


Jose Altuve smacked a 3rd-inning double to become the 102nd MLBer to reach the 2,500-hit threshold. But it was Kyle Schwarber's 6th-inning slam that turned the tide for the Phillies vs. the Astros. Also, Shohei Ohtani sat for the 6th time in 7 games. Learn more about your ad choices. Visit megaphone.fm/adchoices

SAfm Market Update with Moneyweb
Lesaka swings into profit after landmark financial year

SAfm Market Update with Moneyweb

Play Episode Listen Later Sep 10, 2026 7:29


Lincoln Mali – CEO, Lesaka Technologies Inc SAfm Market Update - Podcasts and live stream

Stay Free with Russell Brand
Dover ERUPTS, Britons Face Arrest & Germany Swings to AfD - SF755

Stay Free with Russell Brand

Play Episode Listen Later Sep 9, 2026 107:54


Britain's migration crisis is boiling over as "Stop the Boats" protesters disrupt Dover, clashes erupt over the government's response, and more migrants arrive on the south coast. We look at the growing anger over immigration, the authorities' reaction to protesters, and fresh concerns about free speech after another Brit is arrested over alleged online communications offences. Then we turn to Germany, where the AfD celebrates a huge result in Saxony-Anhalt, shaking the political establishment and raising new questions about whether Europe's old consensus is beginning to break apart.  I'm joined once again by Rick "The Reptile Guy" de Ridder from Emerald Coast Zoo. Last time he brought a snake and an alligator into the studio — this time, we have no idea what he's bringing with him. Learn more: https://emeraldcoastzoo.com/ I'm also joined by Jonathan Otto, an investigative filmmaker, humanitarian, natural-health researcher and founder of MyRedLight. We discuss red-light therapy, the relationship between natural light and health, some of the more unconventional practices he's explored, and how his faith, family and mission to alleviate suffering shape his approach to the human body. Learn more: https://myredlight.com/ To get a free audio copy of my book 'How to Become a Christian in 7 Days', you can download it at https://www.russellbrand.com/how-to-become-a-christian-audiobook/ Order my new book 'How to Become Christian in 7 Days' at https://bit.ly/russellbook2 Listen to Jake's new album - https://bit.ly/JakeSmithAlbum If you want to support the show and take care of yourself properly—without turning your bathroom into a laboratory—go to tryreborn.com. It's the Reborn store: supplements, skincare, daily essentials… simple, effective, and made for people who are trying to stay strong while the world does whatever this is. Go check out www.tryreborn.com and grab what you need  

The Jim Hill Media Podcast Network
Spider-Man Swings Summer 2026 Into the Record Books (Ep. 373)

The Jim Hill Media Podcast Network

Play Episode Listen Later Sep 8, 2026 41:51


Jim Hill and Drew Taylor return with a packed round of animation news, beginning with a fascinating follow-up to their Tim Curry tribute and the real story behind his brief run as the Joker on "Batman: The Animated Series." They break down a record-setting summer at the box office, from "Spider-Man: Brand New Day" and "The Odyssey" to the theatrical comeback of "Coyote vs. Acme," "Cars," and "Akira." Plus, Jim and Drew look ahead to new projects from Matt Braly and Dana Terrace, the return of "Spirited Away: Live on Stage," and the upcoming opening of the revamped Magic of Disney Animation at Disney's Hollywood Studios. NEWS• Why Tim Curry's frightening Joker ultimately gave way to Mark Hamill on "Batman: The Animated Series."• "Spider-Man: Brand New Day" helps push the Summer 2026 domestic box office to a record $4.7 billion.• "Coyote vs. Acme," the 20th anniversary re-release of "Cars," and a 4K IMAX restoration of "Akira" find audiences in theaters.• Matt Braly's "Clara and the Below," Dana Terrace's "Knights of Guinevere," and "The Owl House" graphic novel "The Long Lived King" move forward.• "Spirited Away: Live on Stage" heads to theaters as Disney's Hollywood Studios prepares to open the new Magic of Disney Animation. HOSTS• Jim Hill - X/Twitter: @JimHillMedia | Instagram: @JimHillMedia | jimhillmedia.com• Drew Taylor - X/Twitter: @DrewTailored | Instagram: @drewtailored | drewtaylor.work FOLLOW• Facebook: @JimHillMediaNews• YouTube: @jimhillmedia• TikTok: @jimhillmedia• Patreon: https://www.patreon.com/jimhillmedia/ SUPPORTSupport the show and access bonus episodes and additional content at https://www.patreon.com/jimhillmedia. PRODUCTION CREDITSEdited by Dave GreyProduced by Eric Hersey - https://strongmindedagency.com SPONSORPlanning a Disney or Universal vacation? Be Our Guest Vacations can help with hotels, theme park tickets, dining reservations, cruises, and the details that make vacation planning easier, all at no additional cost to you. Visit BeOurGuestVacations.com to start planning your next getaway. If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. https://www.jimhillmedia.com/sponsor/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Fine Tooning
Spider-Man Swings Summer 2026 Into the Record Books (Ep. 373)

Fine Tooning

Play Episode Listen Later Sep 8, 2026 41:51


Jim Hill and Drew Taylor return with a packed round of animation news, beginning with a fascinating follow-up to their Tim Curry tribute and the real story behind his brief run as the Joker on "Batman: The Animated Series." They break down a record-setting summer at the box office, from "Spider-Man: Brand New Day" and "The Odyssey" to the theatrical comeback of "Coyote vs. Acme," "Cars," and "Akira." Plus, Jim and Drew look ahead to new projects from Matt Braly and Dana Terrace, the return of "Spirited Away: Live on Stage," and the upcoming opening of the revamped Magic of Disney Animation at Disney's Hollywood Studios. NEWS• Why Tim Curry's frightening Joker ultimately gave way to Mark Hamill on "Batman: The Animated Series."• "Spider-Man: Brand New Day" helps push the Summer 2026 domestic box office to a record $4.7 billion.• "Coyote vs. Acme," the 20th anniversary re-release of "Cars," and a 4K IMAX restoration of "Akira" find audiences in theaters.• Matt Braly's "Clara and the Below," Dana Terrace's "Knights of Guinevere," and "The Owl House" graphic novel "The Long Lived King" move forward.• "Spirited Away: Live on Stage" heads to theaters as Disney's Hollywood Studios prepares to open the new Magic of Disney Animation. HOSTS• Jim Hill - X/Twitter: @JimHillMedia | Instagram: @JimHillMedia | jimhillmedia.com• Drew Taylor - X/Twitter: @DrewTailored | Instagram: @drewtailored | drewtaylor.work FOLLOW• Facebook: @JimHillMediaNews• YouTube: @jimhillmedia• TikTok: @jimhillmedia• Patreon: https://www.patreon.com/jimhillmedia/ SUPPORTSupport the show and access bonus episodes and additional content at https://www.patreon.com/jimhillmedia. PRODUCTION CREDITSEdited by Dave GreyProduced by Eric Hersey - https://strongmindedagency.com SPONSORPlanning a Disney or Universal vacation? Be Our Guest Vacations can help with hotels, theme park tickets, dining reservations, cruises, and the details that make vacation planning easier, all at no additional cost to you. Visit BeOurGuestVacations.com to start planning your next getaway. If you would like to sponsor a show on the Jim Hill Media Podcast Network, reach out today. https://www.jimhillmedia.com/sponsor/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Superhero Slate
Avengers Doomsday Writers, Spider-Noir Canceled, Street Fighter's BEST Trailer, and more!

Superhero Slate

Play Episode Listen Later Sep 7, 2026 76:45


▶︎ Watch This week on Superhero Slate we step into the Avenger's Writing Room, Spider-Noir's Swings and Losses, Street Fighter Punches above its weight, and more! News Street Fighter (11:25) New Trailer released for upcoming movie based on game series Special moves, fight arenas, and pure campiness October 16 Spider-Man: Noir (16:10) Amazon has canceled […]

Those Weekend Golf Guys
Bad Teachers, Broken Swings, and Why Jeff Drinks

Those Weekend Golf Guys

Play Episode Listen Later Sep 6, 2026 45:27


00:00 – Cold Open: “So… You Changed Teachers, Didn't You?” Jeff warms up with a couple of cautionary tales about students who wandered off and came back with swings that looked like they'd been assembled by IKEA. 03:12 – Why Picking the Right Instructor Matters We dive into the big truth: golf instruction isn't one‑size‑fits‑all. If your teacher thinks it is, run. Fast. 07:45 – The Franken‑Swing Files Jeff breaks down how well‑meaning golfers get turned into confused pretzels when instructors force them into positions their bodies simply can't do. 12:10 – Grip, Stance, Ball Position: The “It Depends” Fundamentals A lively rant on why fundamentals aren't commandments — they're adjustable tools that must fit you, not the instructor's favorite tour player. 17:30 – Golf Courses: Environmental Villains or Community Heroes? We take a detour (because of course we do) into water usage, economics, and why golf courses aren't the bad guys people think they are. 22:55 – How to Choose a Teacher Who Won't Break You Jeff lays out the criteria: look for instructors with a track record of improving all kinds of golfers, not disciples of a single swing religion. 28:40 – Sneak Peek: Jeff's Top 100 Teacher Conference Talk A preview of Jeff's upcoming presentation on ball position — why it matters, why most golfers get it wrong, and why fixing it changes everything. 32:00 – Final Thoughts: Your Swing, Your Body, Your Teacher We wrap with the big takeaway: find a coach who teaches you, not their system. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Golf IQ
Tour pros love these feels to dial their swings

Golf IQ

Play Episode Listen Later Sep 4, 2026 18:27


Swing thoughts are how you get better on the range. But a swing feel is how you transfer your progress to the course. LKD presents a buffet of swing feels from major champions and PGA Tour winners. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Morning Roast with Bonta, Kate & Joe
Adam Silver Swings The Gavel On Kawhi And The Clippers

The Morning Roast with Bonta, Kate & Joe

Play Episode Listen Later Sep 3, 2026 18:20


Spadoni and Shasky discuss the incredible punishment the NBA gave the Clippers in the Kawhi Leonard scandal.

DLWeekly Podcast - Disneyland News and Information
From Legends to Entertainment: D23 Ultimate Fan Event

DLWeekly Podcast - Disneyland News and Information

Play Episode Listen Later Sep 2, 2026 73:55


This week, the pathway between Cars Land and Avengers Campus has reopened, Bob Gurr is to be honoured by the International Association of Amusement Parks, Details about the Holidays at the Disneyland Resort have been announced, the Main Street Cinema has reopened. We talk about the Entertainment Panel and Legends Ceremony at the Ultimate Fan Event, and more! Please support the show if you can by going to https://www.dlweekly.net/support/. Check out all of our current partners and exclusive discounts at https://www.dlweekly.net/promos. News: The pathway connecting Cars Land and Avengers Campus at Disney California Adventure has reopened after being closed since April 2025 for construction. The reopening also includes a new Take-A-Brake Rest Stop restroom themed as a tire repair shop, with water fountains and a bottle refill station outside. – https://www.laughingplace.com/disney-parks/dca-cars-land-avengers-campus-path-reopens/ The International Association of Amusement Parks and Attractions has announced its 2026 Hall of Fame class, which includes original Disney Imagineer Bob Gurr, along with Chip Cleary, Jeffrey Ellis, and Miguel Quintana Pali. Gurr helped develop several Disneyland attractions, including the Monorail, Matterhorn Bobsleds, and Autopia. The inductees will be honored November 16 during IAAPA Expo 2026 in Orlando. – https://www.laughingplace.com/disney-parks/iappa-hall-fame-2026-bob-gurr-chip-cleary-jeffrey-ellis-miguel-quintana-pali/ Even though we are only a couple of weeks into the Halloween Season at the parks, Disneyland has already announced The Holidays at the Disneyland Resort. The festivities will return November 13, 2026, through January 6, 2027. World of Color – Season of Light will return to Disney California Adventure after sitting out last year for the Disneyland 70th anniversary celebration. Other returning favorites include A Christmas Fantasy Parade and Believe… in Holiday Magic fireworks at Disneyland, and more. Seasonal attraction overlays will also return, including “it's a small world” Holiday, Luigi's Joy to the Whirl, and Mater's Jingle Jamboree. – https://www.micechat.com/443516-disneyland-update-holiday-whiplash-disneylandforward-disney-downsizing/ The Main Street Cinema has reopened at Disneyland following a refurbishment, now showing modern Mickey Mouse cartoons on all six screens. On the Disneyland Railroad, Primeval World has also reopened after more than two months of refurbishment, with restored dinosaur figures and updated lighting. The Grand Canyon Diorama, which comes just before Primeval World, remains closed behind construction walls, and Disney has not announced a reopening date for that section. Meanwhile over at DCA, The Silly symphony Swings has also reopened after a major refurbishment that began in April. – https://www.micechat.com/443516-disneyland-update-holiday-whiplash-disneylandforward-disney-downsizing/ https://wdwnt.com/2026/08/silly-symphony-swings-reopens-at-disney-california-adventure-after-lengthy-refurbishment/?fbclid=PAdGRleAUEAuJwZG9mAmZkaWQWUNnGJmEp5wCd-3R7cHcQ8pTDMViMC2V4dG4DYWVtAjExAHNydGMGYXBwX2lkDzEyNDAyNDU3NDI4NzQxNAABpx5hnUBU7LJUsGWfq_FZ5RRX1zRUIw2qvtm8DSFlm80fDtu_ctUuXZCXhHbs_aem_E3aNY3tKwXA-Fgp9wXN1Zw Discussion Topic: D23 Ultimate Fan Event Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech Deciphered
80 – The Gate Swings: Government, Frontier Models, and the Open-Weight Counterstrike

Tech Deciphered

Play Episode Listen Later Sep 1, 2026 64:01


In June, the most capable American AI models stopped shipping as public launches and started shipping through a government gate. Six weeks later the gate is open again — and the real fight has moved to the layer no gate can touch. A Chinese open-weight model rattled trillions out of chip stocks, Washington pivoted from gating American closed models to threatening bans on Chinese open ones, the industry mounted its largest-ever policy counter-mobilization, and an American frontier model literally broke out of its lab and hacked another company. Knee-jerk reactions, or the beginning of real AI governance? Navigation: Intro The Gate Opens The Kimi Shock The Escape The Counterstrike and the Petition Interlude — The Low-Background Books The Investor Reckoning Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Bertrand Introduction Welcome to Tech Deciphered Episode 80. This one, once again, will be all about AI, government, frontier models, and open weight counterstrike. A lot has been happening in the regulation space, in cybersecurity, in the launch of new models in the past, maybe just 6–8 weeks. It’s actually pretty insane how much happened. We believe it was time to do an episode to talk about where we are and maybe where all of this is going. Maybe let’s start with a summary of where we stand, all that June and July saga, so you, our listeners, can get up to speed if you are not already there. You want to start with some points? Nuno The Gate Opens Yeah. Again, to your point, the gate swings. The gate had closed. We had to prepare an episode for the gate closing, and then the gate reopened. Now we have a different episode. This will probably change again as we’re seeing there’s news every day. Let’s start maybe with the first 19 days of the gate closing. There was an executive order on June 2nd from President Trump that asked frontier labs to share models with the government, 30 days pre-release. It inferred the protected frontier model designation into that. Basically, it was effectively a de facto licensing agreement defined by an executive order of the President as of June 2nd. On June 9th, Anthropic launched Fable 5 and the famous Mythos 5 or Mythos. I’m not sure how you actually say it in English. Then on June 12th, there was an export control directive banning access by any foreign national. Since there’s no way to verify nationality in real-time, Anthropic had to switch the models off for everyone worldwide. Bertrand On this point, you could argue that there are possibilities to check IDs. Many services let you check IDs online. You can pre-check a flight by showing your ID. There are ways, it’s just that if you don’t want to follow what’s already available, because guess what? Maybe it slowed down your revenue growth, maybe it looks bad on you or whatever. My point is that there was actually an option. I think it’s already a decision from Anthropic to say it’s either on or off, but nothing in between. Nuno I think the point is they had no way implemented of doing it. If they implemented it, to your point, it would have hampered use in general. A lot of people wouldn’t have gone through that trouble of doing it. Anyway, long story short, in June 26th, the White House apparently asked OpenAI to limit GPT-5.6, so Sol, Terra, Luna, to only 20 vetted partners. Now, apparently, the trigger for a lot of these things that have been going on was that there was a jailbreak that was found by Amazon researchers. All of that led to this jumping around of, let’s close the gates. You have foreign nationals, and therefore, Anthropic got it out and said, “Hey, then we’re going to switch the models off until we can sort this out.” OpenAI was asked also to only allow it for certain vetted partners, et cetera. The government came in, closed the gates effectively, and said, “From now on, we need to be involved in this thing.” De facto regulation, there’s no doubt that this has imposed de facto regulation, certainly on the top players in the market. But then came the reversal. Bertrand, do you want to talk about the reversal, the gate swinging the other side? Bertrand Maybe I just wanted to say that as a user of Anthropic products, ChatGPT products, for the brief moments, a few days where Fable 5 was made available to the public before it was closed the first time, I immediately started using it. I must say it was a real issue to use it because the guardrails were pretty crazy. It would keep saying that my code was not okay, there was cybersecurity risk and stuff when I was doing absolutely reasonable development with absolutely no connection whatsoever to any cybersecurity risk, attack, detection, anything. Still, it would keep blocking me, degrading me to Opus 4.8 at the time. I just want to say this was already very hardcore what they were implementing, and not just hardcore, but in some ways, plain stupid for something that’s supposed to be super smart. It was totally unable to classify properly some of my work. I must say I was already disappointed. On top of it, the costs were insane. Half a day, I would reach my limits when I had the best plan you can get from Anthropic. My point is that there were some real serious issues when they launched Fable 5, even at that point. Nuno I had a similar issue. I used Fable 5 as well before they had to take it offline or take it off. I think the issue was really not that the guardrails failed. As you said, maybe the guardrails were actually too aggressive, but it was this jailbreak that caused the recall, apparently caused this knee-jerk reaction. Bertrand But my point is that it seems that it was not working either way. It would either overclassify something that’s absolutely not doing anything wrong, and it might fail to classify something that is actively trying to do some cybersecurity work. It’s a real issue of quality for a company that’s supposed to be at the forefront of quality of AI and everything. I think for me, there are already signs that something is deeply wrong. Nuno Then it’s reversed, right? We went the other way around. The government came out on June 26th and approved redeploying Mythos 5 to US organizations defending critical infrastructure, and then the export controls were effectively lifted on June 30th. July 1st, Fable 5 came back online for all of us to use. Shocking enough, with strings attached, that were different. They had some time to revise their commercial deployment of it along the way because it came back with some, “Now you have usage credits, but you have some limits on plan use, et cetera.” I’m like, “You guys, this was blocked. But meanwhile, you did have some time to do some commercial stuff around it.” Bertrand It was crazy. I’ve never witnessed any such crappy launch of any service whatsoever in 30 years in tech, it was so bad. Every day, they would change the terms of service. They would tell you it’s part of the plan. It’s not part of the plan. It’s part of the plan for three more days, and then it’s excluded. You have a special discount now, but then it goes back to full price. It was a total nightmare. I’ve never felt myself being so much mistreated by a company. I guess you saw the same, but when I started using the newest version of Fable 5, it was even worse, actually, I think. I couldn’t do any work with this crap. I let it go and work on the work I wanted it to do. It was simply not working. On top of it, you never know how long you are supposed to lose your credit, how fast. It was burning credit like crazy. Me, personally, I can say, very quickly, I actually stopped using it. I was like, “No, I cannot deal with this shit. My main model is back to Opus 4.8. I’m going to use Fable 5 for code review, but not anymore to control anything because I cannot trust it would do the job without stopping or changing models and stuff. I just cannot trust it.” Back to Opus 4.8 as my main model, I can say that my life was much easier. I use Fable 5 as a review mechanism, as a support mechanism, but not as the main mechanism. Suddenly, the guardrails were not so horrible anymore because it was used in a much lighter way, I guess. As a pain as a user, I think it was really bad. I don’t know your experience, but me, for me, it was unacceptable. Nuno I wouldn’t say it was as bad as yours in terms of just end-user experience. I think the terms of service switching back and forth, which went one further step, because then when they then launched Opus 5, they started making comparisons between Opus 5 and Fable so that people would migrate more and more to Opus 5 themselves, which is interesting. It’s like they’re saying “This is much cheaper. This is whatever. You’re not going to run of credits. You should use Opus 5,” kind of thing effectively. To your point, I don’t think they managed well the launch. They didn’t really manage it well. We’re moving people around. A lot of people are using this for stuff that’s like daily tasks, hourly tasks, anything that relates to code and co-work. It’s like, we need to have visibility on what your terms of service are going to be. Should I be using this new model or not? What’s happening to the other model? I don’t see it as negatively as you, Bertrand, but I see your point. It was clearly mishandled in terms of how they deployed it, how they were redesigning effectively their pricing scheme and their terms of service almost on a daily basis, at a certain point in time. We’re like, “Dude, there’s millions of people using this. You guys are making a lot of money.” Just moving it as it is. At this point in time, at the scale that these guys are at, it’s calling in people to say, how about we think through a class action suit at some point around pricing? Because you guys are changing the rules of the game all the time, right? Bertrand I don’t know if I need the class action, but for me, that joke that, “Let’s not rush too fast. The model is dangerous.” But still, they rushed the launch because it’s very clear that if they had enough compute capacity and stuff, they would not have to limit so much. They would not have to put so much cost per token and all of this. You can see that actually when they launch Opus 5, literally like 2, 3 weeks after, by most benchmark at launch, they tell you basically that, “You know what? Actually, Opus 5 is better than Fable 5 on 80% of the metrics.” They’re like, “What? Seriously? You couldn’t wait 2 weeks? Why did you even launch Fable 5 in the first place?” That’s another part for me that is quite literally insane, to be frank. It’s like, “Why? Why do you make us go through so much pain if it’s only to tell us after 2 weeks to…” “This new model, by the way, has less issues, less stuff, because 2, 3 times less is part of your plan, and it’s actually better by most metrics.” It’s like, “What’s going on here? What’s going on? Are you guys mad?” I don’t know. It was crazy. Personally, I still use Opus, now 5, as my main system and platform, Fable 5 for review, code reviews and the like. I don’t want to run into its stupid guardrails. I can see Fable 5, from my perspective, seems quite a bit smarter. I don’t know why they do this stupid benchmark showing you it’s actually worse than Opus 5. I guess they should have better benchmark if they want to demonstrate why you are supposed to pay 2, 3x more for a model versus another if it’s actually worse by most benchmark. Again, I still think it’s a huge mess from a marketing perspective, customer perspective. Me as a user, I really feel that they don’t want my money, and they couldn’t care less about me. This is even before everything else we’re trying to talk about. Nuno Yes. Maybe just to close the cycle on the reversal on the door opening the other way, finally, Commerce lifted the GPT-5.6 restrictions on July 8th, and then on July 9th, general availability across ChatGPT, Codex, and the API as well. What has this proved? It proved that now we have gating mechanisms, and certainly for closed models in the US, for sure. We had frontier models that were switched off worldwide in hours, and it took a couple of days, in this case, 19 days to restore them. There were concessions. Now we know that there were concessions around effectively institutionalizing that gate. Early government access to future models is, I think, now a given, certainly in the US. New safeguard frameworks are probably now having to be put in place. There are some stage limits now on who gets access to what for new models and how it happens. This voluntary executive order, so to speak, not really sure, has become effectively regulation enforcement path. It’s de facto regulation that now has been put in place. It has affected not just to the points we were making before, the access to these models, but also who gets access to these models, and actually potentially even pricing access to the models. It has probably some commercial implications as well as we just discussed along the way. Very significant. This is very significant. This is regulation, de facto at the table, imposed on the two largest players in the market by far by one government, in this case, the US government. This is significant. Actually, you could even allege it was imposed by the President because this was coming as part of executive orders. Really incredible. Pretty significant, fast, aggressive. It has created a regime that you could say it’s a regulatory regime, it’s a de facto regulatory regime. It has some significant pricing and licensing and commercial implications. It goes even beyond your classic regulatory framework. Very, very, very significant. Bertrand I don’t know if it goes beyond a classic regulatory framework. Nuno I think it does, because it has implications on who do you give access to? When government is saying you can only give access to these players, right? Bertrand Defense industry. It’s all over the defense industry. You cannot sell an F-35 like this. Nuno No, but that has commercial implications, Bertrand. That’s like you’re saying these are your customers, you go and use them. Bertrand That’s the defense industry. You cannot sell to Iran your F-35. No, that’s exactly the same story for me. Nuno No, no, no. It’s beyond that. These guys are saying when they came back, and they said, “For Mythos, you can make them available to these entities,” they were saying the first entities that are going to have access to the model. It has commercial regulatory implications. You’re saying these players are the first players that are going to have access to it. It’s no longer just defense concerns and these governments don’t have access to this. No, no, no. You’re saying to a company that is a private company, your models are only going to be used by these guys because I’m telling you so. It’s the other way around. It’s not even that you can’t sell it to Iran or whatever. It’s like you can only sell it to these guys. Bertrand Again, in the defense industry, if you’re a private company, do you think you can buy F-35 like this? No. Nuno No, no, no. But this is a private company, Bertrand. This is not a defense agency and a plane that is on whatever, with IP from the US, right? Bertrand Boeing is a private company, and they cannot sell the military equipment they manufacture. Nuno No, no, no. But the development of their IP was subsidized by agencies that belong to the US, right? That’s a different matter. It’s a matter of IP, right? This is not, right? Anthropic, their models are not owned by the US government. There’s no IP granted to the US government, to my knowledge. This has significant commercial implications. Bertrand Maybe, yes. Maybe on this. But I think there are already regimes to limit who you can sell to, and that’s decided by the state or the DOD. Nuno It’s the export control logic. The export control logic? Bertrand You have export control, and export control is Commerce. My point is that they are using existing tools, part of the government, to limit what can be sold. Selling chips, NVIDIA was limited in terms of where it could sell its chips. It’s not different either, but still there were limitations. If you are an ASML, you cannot sell to a private company in China. Many private companies cannot buy ASML products. This is a foreign company. This is a foreign company under pressure from US government. Nuno I understand, and I’m not a lawyer, but it feels different to me when you say you cannot export, this is export controls, to these countries, to these entities, et cetera, because they’re foreign et cetera. Then to say, “No, no, no. On top of that, these guys get first access.” That’s, for me, a significant shift. Again, I’m not a lawyer, so I’m sure there’s very intelligent people right now looking at this stuff and saying, “You can’t do this stuff, or not, or they can.” I don’t know. But it feels to me, it goes beyond the remit of export controls. It’s like you’re defining initial clients for specific use. Bertrand My impression is more like, “We can do this situation where we’re going to forbid you to give access to anyone outside the US or even in the US or limit even more.” Basically, it was, I guess, some gesture to go beyond that. That’s how they probably defined these 20 authorized companies. I don’t know. Apparently, there was also restrictions because I remember seeing that Anthropic had their own list of companies they would authorize access to Mythos early on. That’s apparently another thing that pissed off state government because there were companies in there that were considered close to the Chinese government. They were extremely unhappy that Anthropic didn’t ask, actually, for any guidance from the state government, but used basically their own perspective on who they should allow or not. I guess that was also part of why they got these serious restrictions. Nuno Anyway, now we have a regulatory environment that’s very interesting and exciting. Talk about the US not regulating. Bertrand To be clear, I don’t know you, but I’m not saying that I agree with any of this, to be very clear. I’m trying to explain and share some perspective, but I’m not in agreement on a lot of this. Nuno Yes, we were just describing what happened to the best of our knowledge. We’re having a discussion on what we think actually is happening and how it’s happening. We’re not really right now saying we agree or disagree with this. I think later in the episode, we can share some perspectives on what we think is actually happening and how there’s dimensions to this which are very geopolitical and very complex, which quite literally probably only God knows what’s going to happen. That was the gate swinging. There was a gate closing, then there was a gate reopening, and all of a sudden we have a gatekeeping system that has been created along the way. The Kimi Shock Along the way, moving to our Act 2, the world has changed, and we now have so-called open-source plays out there that are creating massive, massive shifts in the market. The Chinese models, in particular, with Moonshot AI launching Kimi K3, which is the largest open-weight model ever released. We’ll come back to the discussion around open-weights. I’m not sure all our listeners understand what that means, because there’s a debate now, should models be open weight or not, and how does that work? There’s been a petition as well signed along the way. Right now, we have open weight models that are out there that are huge. What that actually means very pragmatically is we now have open source models, lack of a better word. I know open weight and open source are not the same thing. You guys will have to bear with us during this episode. We’ll explain at some point the differences. But we have models out there that are open source that are significant. That are catching up with the closed source models, with the models by OpenAI, Anthropic. That’s significant because most of those models are Chinese. This is where the geopolitics starts getting really frazzling and we start playing 3D chess. Because everyone’s like, “These models are 5, 6 months behind.” Now people are saying, “Maybe they’re actually just 3 months behind, 2, 3 months behind.” If we, for example, decided to stop or slow down our model releases in the US by the closed source guys who are leading, it might mean they’ll catch up. What are the implications of that? Again, for you and I that are not necessarily experts in model development, well, the implications as a use case is if you want to use the latest models, and the best models start becoming these open source models, you’re going to use those models. Then you start using Chinese models. If you’re an American company, maybe you’ll have restrictions on the use of those Chinese models. But if you’re a European company, you probably won’t. What happens after that? Is the world going to be in the hand of Chinese models? Will that constitute effective competition to the closed models in the US? Will we have open models in the US that will scale as well? What’s going to happen? Bertrand I think it’s a really big question. It goes to some of the core of the issue. It’s that ability of Chinese models to basically challenge frontier models, not just being 6, 12 months late, but being 6 weeks late. Basically, no gap. Some will say that, yes, but OpenAI and Anthropic have even better models that are not shared and stuff. Yes, sure. But maybe the Chinese have the same models that they are not sharing right now. We don’t know. What is clear is that one is that open weight, as you said, two, there is a question of how it is marketed in the sense of, can anyone use these weights? Is there a license to use them? Yes, what we can see is that, for instance, typically there is a license for some of the biggest Chinese open-weight models you have to abide with. You might have a need for a commercial license if you are acting as a company leveraging this model to provide AI-informed services. If you use it internally by yourself, you’re okay. If you use it internally for your own internal company needs, maybe you are okay if it’s not your main business to do AI work. Anything else, a much bigger corporate providing AI services and stuff, you will probably end up having to pay a fee to be able to provide services around this model. My point is that it’s not just 100% free. Some of the Chinese models are 100% free to use, MIT license, Apache 2.0 license. But the biggest ones with the biggest weight that are truly frontier typically have a different license if you want to scale these models, providing AI in front. That’s one thing to keep in mind. Nuno Maybe just to make a very quick point, because people are like, when you talk about open models, what does it mean right now? In the context of this episode, open models mostly will mean open-weight models. How do those differ from open source? Open weight means that you release the weights to the public, which means that anyone can download, fine-tune, and run the model on their own hardware. It doesn’t normally mean that you also have access to training data, training code, or a truly open license. That’s the distinction to open source. Open-weight doesn’t mean that. For example, we’ve talked about Meta’s Llama in the past, and we also discussed in the past that their license agreement does have restrictions, certain players can’t use it, et cetera. The open model definition and open weights are really open-weight models that we’re talking about here, and they are closer to freeware binaries than to Linux, for those who understand the difference between that. It’s binaries that you can use and then use your own weights on it versus actually I can change code on it. I’m not going to be able to change code on this. When we, for the purposes of this episode, talk about open, we mention open weight, just to clarify that point to everyone that’s listening right now. Bertrand Yes, that’s a great point. One of the only players, as far as I know, who is truly open source is actually NVIDIA with their Nemotron-3 models. They’re actually following a special license to achieve that. They provide you the data, they provide you all the processes and tools, so you can easily post-train. NVIDIA is a big, big exception. It’s a very interesting player, by the way. We might not talk much about it in this episode, but I think for intermediate-size models built in the US, where you have access to everything in the deployment, it’s a very interesting alternative and maybe one of the best choices if you are a US company or a big corporate, and you want something trusted. Another piece of the puzzle to clarify is that when you use open-weight, it means that you can run them by yourself, or you can use a US provider to run them. If we are talking about Chinese open-weight, you can use the APIs they provide, but then the service is running in China, they might have access to your data. But because it’s open weight, if you run it by yourself or if you use a third-party provider based in the US to run it, then there is no access to your data by China or Chinese players. I think that’s a pretty important gap to understand. It means that these models are actually very, very low risk from that perspective if you run them on your premises or in the US by a US player. I think that’s something to keep in mind. You can also fine-tune easily these models to make sure they will behave in a way that, for instance, is not going to represent the line of the Communist Party on some topics. There are ways to make these models more neutral in their output as well. There are a lot of ways to make good use of them. By default, they’re already very safe, but you can make them even more safe. I think that’s some things to keep in mind. But again, it depends ultimately on the license and what you’re authorized to do and some fees you might end up having to pay. Nuno Why did this matter so much? Immediately there was a reaction from the market because people are like, well, if there’s much better stuff out there that’s much more efficient than it’s open, then it might be that all the demand that we are taking into account, for example, for chipsets actually isn’t real. The Philadelphia Semiconductor Index fell into bear market territory. It went down by as much as 20% plus from the late June peak. The worst chip week since April 2025. Taiwan’s benchmark initially fell 6% plus, Japan’s 4%, TSMC dropped dramatically despite beating earnings and rising guidance. Basically, a huge amount of effect. Now, there’s a little bit the aftermath of this where apparently Moonshot ran out of GPU capacity. Maybe… Bertrand In just 48 hours. Nuno In 48 hours. Great for them, but at the same time, not great in the sense that maybe there was a misread by Wall Street of the Kimi effect, so to speak. Bertrand Completely. For me, that’s such a joke. It’s like, because you have an open source model, so what? I mean, you still need to run it. This is not a small one. 2.8 trillion parameters. Good luck running that in your garage, by the way. Nuno They misread supply, basically. Tough luck, right? All of that basically happens. Bertrand Maybe you want to talk about the Jevons paradox, because I think that’s a big part of the puzzle as well. Its one is they might not have the GPUs to run the inference on the model. They might have enough to build a model, but not enough these days to run inference, especially given how much with intelligent models, thinking models, you need way more inference than before. But on top of it, the cheaper you make it, the more you get to the Jevons paradox. Nuno Yes, Jevons paradox, for those who don’t know, is an economic term. It describes an economic phenomenon where technological improvements that increase the efficiency of a resource lead to an increase rather than a decrease in the total consumption of that resource. What that means is, for example, for chipsets, chipsets become so much better, and they are so much more efficient. You’re like, well, maybe normally in resource terms, that leads to decreased usage of that resource. But in this case, it actually leads to an increased use of that resource rather than a decrease. There’s more and more consumption of that resource. You need more and more chipsets because people actually need to do more and more stuff with it, although there are great efficiencies going into it. There’s the efficiency gain, there’s the cost reduction, and there’s the price-elasticity element to it. But basically, the adoption just continues going through the roof along the way. Bertrand In some ways, it’s like the price of energy. Coal went cheaper and cheaper, and people were asking the same question 150 years ago, now that it gets cheaper, there is not much money. No, no. Actually, what happens is that people find more and more use for coal. Homes are getting heated more. You have ships now using coal. You have manufacturing using coal. The cheaper it gets, the more use case you can develop, and therefore, you don’t need less of the stuff, you need more of the stuff. By going at scale to get more of the stuff, you also decrease price, making even more demand. It’s a very interesting phenomenon, but it’s not new. It is what happened for a while in the energy sector and some other sectors. Nuno We already started talking about the Chinese logic and what’s happening. Getting a little bit of a reality check on this. The Chinese models, and these are numbers from Open Router in July, Chinese models are at 46.4% of routed tokens and 35.7% for US origin. Again, more than a third of global AI usage now seems to be running on Chinese open models. This is significant, and it has a huge impact on the geopolitical scale of everything that’s happening. Also, the whole Chinese field is converging on open. Open seems to be a strategy, not just a nice thing that’s happening. It seems to be a Chinese strategy, so much so that you have players like Moonshot, DeepSeek, our old friends DeepSeek, Z.ai’s GLM 5.2, Minimax, and even Alibaba seems to be reversing and going open with Qwen. It feels to me this is becoming policy as well. Xi Jinping has personally endorsed the building of open-source AI, if it’s really open source, if it’s just open weight anyway, and this feels to be a jab at Washington, DC and the fact that the big closed models are coming from the US. This is now geopolitical 4D chess, right? We didn’t need this stuff. Bertrand To be clear, it’s the usual in tech. If you are not number one, you are number two, number three, your alternative is to go open source because that’s another angle that your competitor usually cannot follow without destroying its own business model. That has been the alternative for the past 20 years of most software projects. Here, what’s different is that it’s not the number one or number two player. It’s the US number one as a country, China number two as a country. That’s where it’s new. For me, what’s very interesting is the endorsement by Xi Jinping. I was waiting for something official, and it certainly didn’t disappoint. As you said, there was an immediate U-turn of Alibaba, who in the past… Nuno Surprisingly. Bertrand Yes, a little more like, “yes, we are going to close and stop open source. It was good while it lasted.” Just a few days ago, Qwen 3.8 Max was launched, and we are supposed to get the weight in a few days. We talk about the US administration policy and stuff. Yes, let’s not forget that in China there is similar stuff. Sometimes it’s totally invisible because you don’t see the directives, but they exist as much. Sometimes it’s more visible. Here it was quite visible. The difference in China is that if you don’t abide by the directive, on top of it, you might have to fear for your personal safety. It’s a different game, and that’s probably why the reaction is pretty quick, usually. That’s pretty interesting for me because it means that now you can bet for a while that China is going to play that game up to a point. I guess the point is if it’s truly frontier scale, you will have a special license that, yes, technically the weights are open, but you can not do everything you want with it. Two, you have a player like NVIDIA that I think will feel more pressure to provide even more high quality, larger models at scale going forward. Their largest Nemotron-3 Ultra model was, if I remember well, only around 500 billion parameters. I would not be surprised for NVIDIA to go into the two, three trillion range at some point. Because I think the US need a very clear US-born alternative open source. I think NVIDIA might be the best player for that. We will see if Meta goes back to open source. I think NVIDIA is one, very well positioned, but two, it’s also in their best interest. Because NVIDIA for now depends on just a few big hyperscalers as clients. If they can expand their clients to every S&P 500 companies, selling them directly hardware because now these companies can run a model made by NVIDIA, I think there is a very clear value proposition for NVIDIA to go in that space. Again, if you are number two, your differentiation, open source is often the answer. There is a true business as a business model for companies, because if it’s truly not just open weight, but open source, you can tweak it as much as you want, you can change it, you can change even the pre-training process. Because there is a lot of stuff you can do that really benefits you as a corporate, and you can reach a much better value by having more control on the model. Nuno We won’t spend a ton of time on it today, but like, again, if there’s a view that we are in a bubble, that the valuations cannot be sustained in chipsets, infrastructure platforms, applied AI, et cetera, today, this might be that beginning, where the valuations start being destroyed because you can’t keep a premium on just charging people for tokens and all that stuff if you have models that become more and more efficient and cheaper to use. Maybe just to close a little bit the geopolitical part of the discussion today, we won’t go into all the announcements from China because there were many, a lot of go back and forth with Alibaba by then. Xi Jinping made some announcements. You guys can check it online. Let’s move quickly to Washington’s reaction, which was from gating the US closed models to banning the Chinese open ones. There’s been as strong affirmations as one can get from the Office of Science and Technology Policy Director, Michael Kratzios, mentioning that they have information that Moonshot AI distilled Anthropic’s Fable. Basically, there’s been reverse engineering and stuff in the market. They’re basically copying. Bertrand I’m sorry to interrupt, but it feels like so much bullshit. It’s coming from Anthropic who has basically gotten access at scale to all the knowledge made by humanity, copyrighted or not. We’ll talk more about what they did with books. Then to claim after that that others cannot do to you what you did to everybody else. For me, it’s pretty big. It’s clearly unacceptable. The other piece is that everyone is doing distillation. It’s a very typical approach of every business model. You try other software when you are competing with somebody else. You try other datasets, you check what’s happening. It’s part of doing business for decades. Suddenly it’s not good for Anthropic. I personally have a lot of trouble to accept that. I think it’s totally unacceptable. The other piece of the puzzle will also go back. If these guys are so smart, if these guys have so much of the best model, why can’t they block by themselves distillation at scale? The only answer is that either they are morons, probably not, or they simply don’t want to because it’s going towards their business model. Suddenly, you book less revenues and stuff, or you put more friction, and therefore your customers don’t like it. Instead of doing it yourself, you ask the government to protect you, go out of business practice that is very typical. For me, it’s really, really, really not good. Sorry, we are going more in the opinion side, but I had to put that on the table. Nuno Yes, Fable went public finally again on July first. Question marks on whether distillation would only be possible from July first onwards or not. But a 15-day distillation to frontier, which is K3, launched on July 15th, would have been a Guinness World Record, as one of Moonshot employees actually mentioned. It’s very implausible and unlikely. Bertrand Or they shared the Mythos 5 with the wrong companies, who themselves shared with Chinese companies. We go back to maybe they didn’t have a good list. Again, it goes back to maybe they didn’t want to hurt their business model. Nuno Anyway, under the threat of sanctions, Moonshot, in any case, open-sourced the full K3 weights and technical reports. They open weighted it to become the largest open weight model in the world in terms of parameters. Beijing’s MOFCOM brands US threats as basically the US wanting to fundamentally control and be monopolistic around AI along the way. The administration bans Chinese hardware with an eye on the AI race, and Beijing warns of retaliation. That was July 27. Now we’re in a war between Beijing and DC. Bertrand Just to finish maybe on China, it’s important to know that they are building their own GPUs now. Huawei has pretty good, not to NVIDIA level, but pretty decent GPU hardware that they’re able to manufacture by themselves. A Chinese player of memory just got IPO’d a few days ago, CXMT. China is also developing their own memory. Again, not to the same level of quality that you can get from the West. But China is moving. It’s not just that they are building great models, it’s also that they are building GPUs and memory. That might be a few years late to the latest standards in the West, but there are definitely improvements. I also read, even on the tools to make manufacturing like ASML equivalent, there is definitely some work going on, and some improvements and some stuff will be visible. In some ways, the genie starts to get out of the bottle from the Chinese perspective. Nuno I’ll put a stick on the ground. I don’t think it’s a matter of if, it’s a matter of when will China surpass and have a lot of this tooling on their own side, and not just the software layer, not just the frontier models. I think it’s also going to be around infrastructure and platform. Good luck to everyone. Let’s see how the race continues. But it’s definitely this is a geopolitical thing right now. It’s definitely a race. The Escape Maybe moving to what happened in just 2 weeks or a week and a half. The escape, there was some jailbreaking going on, and the narrative on safety has totally switched. It’s not still significant enough that’s like, “Oh, we saw a nuclear plant going, whatever.” No. But still, it is significant. Hugging Face, the AI company, disclosed an intrusion, and it was driven end-to-end by an autonomous AI agent system at machine speed, running for days before detection. Now, this is where it gets really cool. OpenAI takes attribution on that. They initially said it was just a little bit, sorry. Then they said, actually, it was worse than that. “Oh, it broke out of an isolated sandbox.” “Oh, no, actually, it was more than that, and it went into other systems as well.” Bertrand Truly, the genie out of the bottle. Nuno No, but this is where it gets really cool, Bertrand, right? Because it actually, Hugging Face contained the intrusion by running a Chinese open-weight model, GLM 5.2. This is beautiful, right? Bertrand Yes. You know why? Because they couldn’t even run their own defense because both Anthropic and OpenAI would not let them access their latest models with the guardrails off. When they tried using it for defense, the latest from Anthropic, from ChatGPT, they would tell them, “No, this is too dangerous what you’re asking us to do.” Preventing an intrusion, helping defend you. No way we are going to do that. Nuno No. Let’s use the Chinese models on our infrastructure. Bertrand We have no choice but to use the Chinese models to run. More than that, we don’t let you use our models to defend yourself, but our not yet released models that run without guardrails, they can attack you. This is probably the most insane from that perspective. Nuno The Chinese models came to the rescue. Bertrand For me, that’s a perfect example because Hugging Face is a very visible company in AI in open source. But anybody who is not at that scale is not going to get some support from OpenAI or Anthropic when this happens. Maybe these guys won’t even recognize they did anything wrong. You will be left to defend by yourself because they won’t accept to support you. Because remember, if you want the better model that is able to defend you from cybersecurity perspective, no way. If you are not one of the few top 20 companies or so, as defined, you are left defenseless. Again, we are going back to opinion, but for me, it’s so shocking what’s happening right now. I’m very glad we have alternative open source to be able to defend ourselves because right now, good luck getting defense services if you are a smaller business and individuals, and you need support from Anthropic, OpenAI. Nuno Now, even self-described AI optimists are saying, “This is scary now.” Like Walter Isaacson, who wrote all the famous biography books. There’s now discussion around the AI Kill Switch Act, bipartisan thing that’s coming across from Texas and California, a potential bill that’s coming in. We’ll see if that works. Now let’s get an off-switch. I’m like, “Cool.” As if that’s going to solve the problem, because you have open-weight models on the other side catching up, right? Bertrand Yeah, sure. Bring in clueless politicians from Congress to solve our problems. Yes, sure. Nuno Anthropic came to the table, helped build and said they built some regulatory machine on their side, and now they’re getting bitten by it, and they’re part of the offending players in that market. Now there’s all this debate and all this discussion around open weight and around slowing down AI and et cetera, which is our next section. You wanted to say something, Bertrand. Tell us. Bertrand Don’t forget, because this advertisement for OpenAI was just too good. Our AI attacked some other companies, and not just one, but three, actually. Let’s not forget the progress. Great ads. Then I came and said, “You know what? AI also hacked businesses.” You’re not the only one hacking around with a crazy AI out of control. You’re not the only one. We want our advertising. For me, it was shocking that on one side, unreleased models that you let run wild. On the other hand, you have released models that you put crazy guardrails on top of it, so the defender are defenseless. I’ve never seen anything like it, and I really hope that there will be as little regulation as possible, quite frankly, to make sure anyone can defend themselves and have the best tool at their disposal, not just a few well-connected big corporates. This is really, really shocking. The Counterstrike and the Petition Nuno Now the empire strikes back, so this is counterstrike, the petitions. In several days, we have now a bunch of petitions. The first one was the open weights letter. Bertrand, do you want to explain to us what the open weights letter is? Bertrand Yeah. I think it was great. This was released by Jensen Huang, first ever post on X, 11 million views. Congrats, Jensen. Co-signed with Microsoft, Meta, c actually was probably the initiator of this letter. Very good letter saying, “Hey, we need open weight. This is not a joke. We need that. You cannot block open weight.” Because that’s the rumor we are getting that potentially open weight could get blocked. I think they are making the case, “You know what? Hey, we absolutely need that as an alternative. You cannot block it.” They can keep their closed models, but don’t force a closure of the open weight models. As I said before, it’s actually a great model for NVIDIA because NVIDIA doesn’t want, probably rightfully so, to be dependent on just a few frontier models, their best customers. They want a variety of customers. They have a big interest actually to defend open weight and to invest even more. They have great researchers, are a great company. If one company is about to do really kick-ass work, I think it’s them. They are defending. What’s great is that it’s not just them. It’s basically most of big tech in the US and outside the US, from a Linux Foundation to a Microsoft, the Palantir, an IBM, a Dell. It’s a who’s who of the industry except Anthropic. Anthropic didn’t sign that. I guess they hate open source so much. If I look at 20 years ago, it feels like Microsoft, after all, was very kind to open source. You remember what was said by Microsoft at the time. It’s clear there is one company against open source. OpenAI signed the letter. Honestly, I don’t know what to think. Do they really believe in it or was it just a way to show that they are not like Anthropic? I don’t know. But for the rest, I think it’s genuine because it’s actually in their best interest. I hope they will be heard. Then a second letter came, the Open Secure AI Alliance, NVIDIA-led and again, the big tech companies from Microsoft, IBM, Palo Alto Networks, Databricks, Palantir, all those, but not present, OpenAI, Anthropic, and Google. Here it’s to say, “Hey, we need a secure approach to AI. Open should be part of the equation.” guess what? The worst AI-caused security incident to date was actually caused by closed frontier models that were not even available to the public. While again, not providing you access to even the latest closed model for cybersecurity use case. Nuno I would highlight the NVIDIA open source NOOA framework, Apache 2.0 licensing agreement, Microsoft contributed the MDASH, SpaceX AI contributed Grok Build. Cool stuff. There’s some cool stuff happening around that. This is more than a letter. This is an alliance. Apparently, they’re contributing all this stuff, we’ll see. Yeah, cool stuff. Same day. Same day, Amodei has an answer, right? Bertrand Yeah, same day. They say, “We never advocated for a ban,” which, again, opinion on my side is entirely bullshit. This guy has been crying wolf against everybody else, and especially against open source. You can see him doing testimony in Congress against open source. I think they are doing everything they can behind the scene to block open source in the US or in the world if they could. I think, yeah, obscurity is not good safety. I’m a big fan of open source in general, and I’m also a big fan in AI. I think it’s now Anthropic, mostly against the rest of the world. I think OpenAI is mostly on their side, to be frank. They don’t want to acknowledge it so much, but they have shared interest, and they have shared probably position. Nuno Why would you? I don’t feel as strongly as you because I think Anthropic is a private company, right? The same thing with OpenAI. OpenAI, you could say it’s a nonprofit that has a for-profit. There’s still that complexity in there. Bertrand No, they can do what they want with their own product. But to block others is where I’m not okay. That’s the part I’m not okay. Nuno What Dario Amodei is proposing is more enforcement, right? He’s basically saying you need to do even tighter controls on advanced chips flowing to authoritarian states, enforcement against industrial-scale distillation, whatever that means, right? Bertrand Yeah, which he could do, but all by himself. He doesn’t need the government to do that. Nuno Mandatory safety testing for all sufficiently capable AI, open and closed, right? He’s basically saying, “Okay, I don’t agree with the open weight stuff effectively,” right? He’s just putting it under a different banner. “I agree with this extra regulation.” then obviously, David Sacks responded and say, “Hey, it’s like, bans don’t work for weights. Why do they work for chips?” It’s like, magically, chips are more controllable and bannable. Whatever that is. Then our friend Mark Zuckerberg, just to be clear, goes on the other side as well, because he also has to have a view. He has to have a view that is the rebuttal of both of the other guys. Bertrand I feel he’s a bit flip-flopping because he was very pro open source 2 years ago, and the latest Meta models went closed source. Now I think he’s back open source. I don’t think he has a very strong spine on the topic, but it’s good to see that he’s not a doomer. That for me is great. He’s showing how AI can be a source for progress, a source for entrepreneurship, source for freedom. I think that’s very exciting to hear that. We need to hear more of it. By the way, that’s not what you hear in China, for instance. AI is very positive in China. It’s in the US with the doomers that you hear this discourse, and people get worried as a result. I’m glad that he was pushing for a more positive vision and for support of open weight, open source initiatives. But let’s see what they really truly open weight going forward. Nuno But that’s been his position because I guess he’s standing behind. He thinks open weight is going to be the best way to compete, right? Bertrand Yeah, but he closed his latest model, so let’s see. Nuno Yeah, so it’s flip-flopping, as you’re saying. Then we see the latest petition from last week. Bertrand The true Empire striking back. Nuno Yeah, the true Empire striking back as of late last week. Maybe this is Return of the Jedi, where we discover the father, “I’m your father, Luke.” That’s the pacing petition. The pacing petition is we need to pace AI. There you have initially employees from OpenAI and Anthropic that circulate this petition. Actually, Dario did sign this petition originally. It wasn’t signed originally by Anthropic, but by him. But you’ve heard that now Anthropic and OpenAI as companies have also signed this petition, right? Bertrand I think they have signed as companies now. It started mostly by Anthropic researchers with some OpenAI researcher and a tiny part from other companies. But it was mostly Anthropic internally led, at least potentially internally. Maybe it was controlled by Anthropic all along, I don’t know. But it started officially as Anthropic employee-led letter. Nuno What does this letter actually say? Is Anthropic and OpenAI, are they willing to slow down themselves? Or are they asking President Trump to go around the world and tell President Xi that he needs to slow down and ask his guys to slow down? What’s the play of this letter? Bertrand It’s crazy, but for me if you want to slow down yourself. Do whatever you want. Don’t force others. Don’t use the power of the government to control others. Of course, it’s easy to push others to slow down when you are yourself at the very top. You have most money, most resource. You know you are going to win any regulatory framework because that’s how it works with this type of framework. It’s purely self-interested. You are probably not thinking well about these topics. If you truly think it’s a good idea, from a personal perspective, you are well instrumentalized if you sign this sort of stuff, because at the end of the day, they would be the winners. I certainly, personally, don’t want a company dictate what is my future in AI as an individual, as a business person. I don’t want them to control me. I want competition. I don’t want them to unfairly control AI because they managed to do some regulatory capture. I feel that’s exactly their game plan. These guys believe in their stuff, and they want the regulator to end up being the one deciding for us. Sorry, we go back again on the opinion piece, but it’s tough not to share an opinion on this topic because it’s, from my perspective, very scary. Nuno I think this is a push to further regulation, not less. All these letters and alliances, this is definitely a push for more regulation. In that environment, just to be very honest with you, we’ll talk about the investor impact in just a bit, et cetera. But in that environment, again, China has a huge advantage. In that environment, if it’s all captured in regulation capture so soon in this battle where OpenAI and Anthropic have an advantage in the US, et cetera, I’m like, what happens to all the other frontier labs and all the other players that are coming around? Bertrand What’s crazy is to even think that, yeah, maybe you can regulate capture in the US. But then how do you do that to Europe? How do you do that to China? Europe probably will always welcome regulatory capture because they love regulations. But China is going to build to their advantage to the max. They are not crazy. They are smart on that perspective, they won’t accept this type of, quite frankly, dimwit argument, or you can call it regulatory capture. We’ll see. But for me, this makes no sense from a global competition perspective. This can make some sense from capturing the revenue in the US market. But then that means you are going to destroy the US AI environment compared to China. That is not acceptable. That also means that you are going to destroy our freedom as individuals, as business owners to develop and live in a business world that ultimately is controlled by one or two business companies that didn’t win the marketplace through their own business success, but won it through regulations. That for me is really not acceptable. Interlude — The Low-Background Books Nuno Now, maybe for an interlude, and we have to cue in the music, imagine like Severance music, like hallway or a bit of a palate cleanser from all the policy stuff that we’ve been talking about, all this policy heaviness. Let’s move to another kind of heaviness, one of your favorite topics, which you, Bertrand, discovered, I had no clue this was going on, around books and around Anthropic. Bertrand It’s so horrible. From a company that keeps presenting themselves as the adults in the room, the careful ones, the ones that know better than you about what to do in this complex AI and dangerous world. What we discover is that actually all along, they were buying and destroying books. They will buy books, scan them, destroy them, all of them. They will do that with any books, including rare books. Of course, this was not supposed to come to the public’s attention. This was one of these top secret projects, but obviously it came out. Yes, they were scanning books, millions of them, including rare books, and they didn’t care about destroying them at the end of the process. Because from a regulatory perspective, if you destroy the books, it’s not considered a copyright infringement, apparently. This is coming on the back of some judgment a few years ago that were showing that it’s okay for you as a corporate to scan and use the result if you don’t keep a copy of the book. It’s one of these crazy regulations happening based on a single judgment that push you to do. For me, it’s like, you know this book from decades ago, Fahrenheit 471? We’re talking about book burning. It’s book destroying, crunching. It’s so shocking. Nuno There are two things, right? First, the legal strategy, which is what you’re saying, because by purchasing a physical copy and converting it into one private digital copy and discarding the original, Anthropic pursued this cleaner legal argument for fair use copyright compliance. As you said, there was a federal judgment at some point on this. The other reason is actually operational. If you disassemble the book, and you feed loose pages, it’s much faster to scan books. You are destroying the book effectively anyway operationally. I think to your point, probably this came from a legal standpoint, not just the operational one. But even from an operational standpoint, it does make sense that they would have disassembled the book. Bertrand But some people have shown you can go very fast without destroying the book. It’s really not so critical. Two, you could make an exception if the book is rare. For that 1% of book that is rare, I’m not going to have this approach. I’m going to have another approach. But for that, you will have to care about books and not just care about building AI. Nuno This is the episode, as you guys have heard by now, that we’re trying to spit stuff at Anthropic. Bertrand To go back this is the same company saying, “Hey, guys, it’s bad to distillate my work. I’m the one scanning book at scale without asking author permission, without asking publisher permission, to be clear.” Nuno But just to be clear, Bertrand, we’re pissed off at everyone. We’re pissed off at Anthropic, we’re pissed of at OpenAI as well, right? We’re just pissed off in general at this moment. Bertrand At this stage for me, the more clear-cut company that is in the wrong is, from my perspective, at least, is Anthropic. OpenAI might be a fast follower, but I will say so far, they tried to be a bit more. Nuno But at this pace, Bertrand, who knows? Maybe next week we’ll be more pissed off at OpenAI. Something will come out. This episode is a mix of tragicomedy, like a Greek tragedy with some comedy in the middle or the other way around. It’s a slapstick thing that will end up in tragedy. I’m not sure. The Investor Reckoning Anyway, maybe switching to our final act, which is the investor perspective. What does this mean for investors like ourselves? There’s a lot of things going on. There’s the debate around the IPOs of Anthropic and OpenAI, which now, with all this uncertainty, might be under significant weight. There’s a lot of other discussions that we browsed through that there’s potential IPOs going forward on companies like the Moonshot AI company actually IPO-ing in the next 6 months as well. It’s very unclear what the IPO landscape looks like. Bertrand There’s been a lot of Chinese IPOs, actually, when you look at what’s happened in the past few months. Nuno Anthropic, OpenAI as potential IPOs, there’s all this question marks now. When will that happen? How will it factor in? All that’s happening around regulation as regulation is moving at the speed of light, which is for once something that’s very different than what we’ve seen before. There’s obviously SpaceX AI, which is already taking into account that price. It’s already a public company in there, and it’s under SpaceX, which is now a public company. Obviously, that’s already being factored in some ways. Bertrand Yeah. SpaceX AI has been very smart to acquire Cursor. It was a very smart move because Cursor is one of the leading companies in terms of automated code source development with AI. They had great models on their own. They’re bringing development data to SpaceX AI Grok. I think it was a great move. Nuno We have now people like Google delaying Gemini 3.5 Pro in terms of launch window. There’s stuff actually happening in the market where things are taking their own path. There’s uncertainty commercially, there’s uncertainty at regulation level. You have new players that have come out of nowhere that are making all these waves like Moonshot. We have all these… We had calculated probably a month and a half, 2 months ago, there had been 67 new frontier labs funded. All of these, we haven’t seen any much coming out of them. When some of this stuff starts coming out, will that also create disruptions in this market? Who knows? Bertrand Look at Thinking Machines, for instance. Thinking Machines led by the previous CTO of OpenAI, they released some pretty interesting open source models, actually. Very good quality for a first launch. Now it looks funny to say, but nearly on par with the top Chinese open source models. Nuno We have several investments in the space. humans& has made some recent announcements, which is quite interesting as well. We’ll see what actually happens in the market, but even more disruption probably will come in actual products in a form of product and commercial, on top of all the geopolitical mess that we discussed through the entire episode. If you’re an investor, how the hell do you underwrite an investment right now in early stage, mid-stage, late stage, et cetera? I think my answer is very carefully is how you underwrite it. Bertrand On your advice of being very careful to underwrite it, let’s not forget what happened to our boy wonder, Leopold Aschenbrenner of Situational Awareness. I guess he didn’t listen to you in terms of being careful because part of the instability in the stock market was actually coming from his hedge fund. These guys were leveraged 3, 4x going after the hottest of the hottest AI stocks, and margin calls, and all their public investment is gone just to answer their margin calls. I think it’s clear that the AI bet is… Personally, I’m very excited, and I think it’s the future, and you need to spend time and think about and invest in it. At the same time, it’s a bet that is not an easy one to follow. We go from GPUs to memories to equipments to power generation. All of this is not transitioning in an easy, organized manner. It would be boom and bust going there. He’s probably one of the first big-scale fatalities. The other big-scale fatality was the stock market in Korea, plunging 40% in a month. Definitely, all of that we discussed about was, on the background, you had the stock market going up and down pretty crazily the past few weeks. Nuno Everyone’s being affected. Everyone, you have your 401(k), you have your pension fund dependent on these equity stocks. Everyone’s seeing the effects of this volatility right now very aggressively. We do wish Leopold… Hopefully he’s on honeymoon right now because he got married, I think, this weekend. Hopefully there will be… Bertrand To none less than an Anthropic Chief of Staff. Nuno His wife is the Chief of Staff of Dario, is that it? Bertrand To Dario, yes, as far as I unders

Retiring Today
246. 6 Money Moves for Market Swings

Retiring Today

Play Episode Listen Later Aug 30, 2026 28:45


Market swings are inevitable, but your retirement plan doesn't have to be a victim to them. In this episode, we break down six proactive and reactive strategies you can use to protect your retirement lifestyle when the market gets volatile, plus a hypothetical example showing how one family saved over $12,800 using tax loss harvesting. Ready to take the next step?  Schedule a RetireReady Call at https://bit.ly/4qiY4mS--Loren MerkleCFP®, RICP®, Certified Financial Fiduciary®https://merkleretirementplanning.com/...Clint HuntrodsPhD, Certified Financial Fiduciary®https://merkleretirementplanning.com/...Molly NelsonHost of Retiring Today with Loren Merklehttps://merkleretirementplanning.com/...

market swings money moves ricp certified financial fiduciary
Money Talk: The Annex Wealth Management Show - Naples
Sunday, August 30th. Jackson Hole, Bond Market Swings & the AI Rally.

Money Talk: The Annex Wealth Management Show - Naples

Play Episode Listen Later Aug 30, 2026 55:58


This week, Dave Spano and Dr. Brian Jacobsen break down the economic and market developments shaping investors' outlooks. From Fed Governor Kevin Warsh's highly anticipated Jackson Hole remarks and persistent inflation pressures to signs of a slowing consumer, they examine the mixed signals emerging from the U.S. economy and what they could mean for interest rates. They also discuss Treasury buybacks, volatility in the bond market, easing oil prices, and Nvidia's latest earnings-driven surge that continues to fuel enthusiasm around artificial intelligence and business investment.

In This League Fantasy Baseball
Episode 896 - Big Player Swings

In This League Fantasy Baseball

Play Episode Listen Later Aug 28, 2026 65:04 Transcription Available


New @InThisLeaguePod Fantasy Baseball Podcast with @BogmanSports and @IsItTheWelsh⚾ Big Player Swings ⚾➡️ More Ketel Marte Drama➡️ Walker Jenkins gets the call➡️ Big swings from first to second halfJoin up to be a member of the army and support your boys to create more and more fantasy Baseball content that not only wins your league, but makes you laugh! Redraft ranks, prospect/dynasty ranks, groupme rooms, live podcasts, and more! Find it all at inthisleague.com

Softy & Dick Interviews
Bret Boone on Suarez Pass, Mariners Swings, Star Bats, Miller Moves

Softy & Dick Interviews

Play Episode Listen Later Aug 28, 2026 17:22 Transcription Available


Bret Boone, former Mariners All Star, joins Dave Softy Mahler and Dick Fain to discuss the M’s passing on Geno Suarez when he was on waivers, the up and down swings for the ballclub over the last week, star bats of Julio, Josh, and Cal stepping up, the easy schedule the rest of Seattle’s way, Bryce Miller potentially moving to the pen, and more.See omnystudio.com/listener for privacy information.

The Town with Matthew Belloni
Disney's Biggest Swings and Misses, Plus Iger vs. Eisner—With the Acquired Guys

The Town with Matthew Belloni

Play Episode Listen Later Aug 28, 2026 41:43


Matt is joined by the hosts of the Acquired podcast, Ben Gilbert and David Rosenthal, to discuss their two-part series on the history of The Walt Disney Company; what surprised them the most during their deep research; Disney's most precarious investments, biggest missteps, and best acquisitions; where Disney is today; and how it's positioned for the future (02:08). Matt finishes the show with an opening weekend box office prediction for 'Coyote vs. Acme' (34:57). Host: Matt Belloni Guests: Ben Gilbert and David Rosenthal Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez Theme Song: Devon Renaldo Nominated for 26 Emmy Awards, including OUTSTANDING DRAMA SERIES. Bob Iger, James Cameron, Kevin Feige, Jon Favreau and More Featured in New Disney+ Documentary ‘Disney Worldbuilders.' Now Streaming on Disney+. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Outside Looking In w/ Bruce Negrin
The Pendulum Swings

Outside Looking In w/ Bruce Negrin

Play Episode Listen Later Aug 28, 2026 45:01 Transcription Available


QO Back to Discipline. Idiocracy

Ordway, Merloni & Fauria
Jarren Duran had one of the biggest swings of the year last night in Miami

Ordway, Merloni & Fauria

Play Episode Listen Later Aug 26, 2026 11:12


RBN Energy Blogcast
Turn, Turn, Turn — Commodity Price Swings Reshape E&P Earnings in Q2 2026

RBN Energy Blogcast

Play Episode Listen Later Aug 26, 2026 15:39


Rising crude oil prices provided a powerful tailwind for Oil-Weighted E&Ps, while plunging natural gas prices wounded Gas-Weighted producers after a bountiful Q1. Today, we review the Q2 2026 results of the 37 publicly traded E&Ps we cover and analyze the remarkably wide performance gap they reveal.

Jean & Mike Do The New York Times Crossword
Tuesday, August 25, 2026 — Bryan Kaproth-Gerecht Swings For the Fences and ... It's Outta Here!

Jean & Mike Do The New York Times Crossword

Play Episode Listen Later Aug 26, 2026 15:06


Bryan Kaproth-Gerecht's debut NYTimes crossword is a marvel, with an insanely clever theme brilliantly executed. We can't say enough good things about it, but in today's episode, we give it the ol' college try.We also have a Triplet Tuesday™️ segment to test your mettle, so have a go, and let us know how you did!Show note imagery: There's nothing like a quick holiday getaway to Saturn's largest moon, [NAME REDACTED TO AVOID SPOILERS], for a little water skiing, er, hydrocarbon skiing

No Static Podcast
Tuff Love 2.0 - Episode 1 | "Left On The Swings"

No Static Podcast

Play Episode Listen Later Aug 24, 2026 68:46


What was once a Hater Bear Media podcast has ventured on to the No Static Network! Hosted by Jacks, featuring Dennis, Toni and Calisha, the crew discusses if there is a value on love, some submitted icks, reciprocity with love, and more!

Florida Matters
A school board's partisan pendulum swings, and multitasking food trucks

Florida Matters

Play Episode Listen Later Aug 24, 2026 48:36


Sarasota County voters have reshaped a school board that became a flashpoint for Florida's culture wars. Our guest panel looks at what comes next.Then, meet the owner of a food truck that gives people with disabilities the chance to learn food prep, customer service and other job skills.Finally, the Zest's Dalia Colon checks in with another food truck working to reduce food waste and hunger.Follow us on social media:Facebook: https://www.facebook.com/WUSFInstagram: https://www.instagram.com/wusfpublicmedia/YouTube: https://www.youtube.com/channel/UCsN1ZItTKcJ4AGsBIni3

Baseball and BBQ
Rob Weir on Mickey Mantle, “7 Swings at 7” — Plus a Classic Replay with Moe Cason & Bob Trudnak

Baseball and BBQ

Play Episode Listen Later Aug 22, 2026 104:41


Episode 357 features author Rob Weir, who discusses his book 7 Swings at 7: Mickey Mantle — Legend and Victim of American Culture and takes us behind the myth of one of baseball's most iconic figures. We also revisit our memorable interview with barbecue legends Moe Cason and Bob Trudnak. Rob Weir holds a PhD in American social history and is a retired University of Massachusetts Amherst professor.  He is the author of the book, 7 Swings at 7: Mickey Mantle - Legend and Victim of American Culture.  Weir's lifelong fascination with Mantle began when he was five years old. That personal connection, combined with his academic training, provides the foundation for 7 Swings at 7 and his exploration of why Mickey Mantle continues to fascinate generations of baseball fans. Mickey Mantle remains one of the most fascinating and complicated figures in baseball history. He was a Yankees superstar, a three-time MVP, a seven-time World Series champion, and one of the most celebrated athletes of the 1950s and 1960s. But behind the legendary home runs, incredible speed, and larger-than-life image was a man whose life was shaped by injuries, expectations, personal struggles, and the enormous cultural forces surrounding him. Moe Cason AKA Big Moe is an award winning pitmaster who has toiled for many years creating his well respected brand, Moe Cason Barbeque and his instantly recognizable, Big Moe persona.  Moe is a television personality, cookbook author, and a Navy veteran.  He has been featured in national television segments, including Steve Harvey's and Harry Connick Jr.'s talk shows and had his own segment on NatGeo's World of Flavor.  For more information on Big Moe Cason and to purchase his products go to  https://moecasonbbq.com/ Bob Trudnak has loved barbecue since the age of seven, when his dad placed him "in charge" of putting charcoal in the grill and from that day forward he was hooked.  In 1999, Bob helped co-found the company, BBQ Guru.  He is an award winning competive pitmaster.  Beyond competitions, he is a renowned judge and instructor, having hosted hundreds of in-person and virtual barbecue classes.  He is the creator of BBQ Bob's Sauces and BobbyT's Pizza Products.  His latest accomplishment is winning season seven of BBQ Brawl on the Food Network to become the Master of 'Cue.  For more information on Bob Trudnak go to https://bobtrudnakbbq.com/ We recommend you go to Rogue Cookers website, https://roguecookers.com/ for award-winning rubs, Chef Ray Sheehan's website, https://www.raysheehan.com/ for award-winning saucess, rubs, and cookbooks, Baseball BBQ, https://baseballbbq.com for special grilling tools and accessories, Magnechef https://magnechef.com/ for excellent and unique barbecue gloves,  Mantis BBQ, https://mantisbbq.com/ to purchase their outstanding sauces with a portion of the proceeds being donated to the Kidney Project, and for exceptional sauces, Elda's Kitchen https://eldaskitchen.com/ To team up against prostate cancer go to https://fansforthecure.org/ for Fans for the Cure, and to subscribe to Bill Chuck's newsletter, Billy-Ball go to  https://billchuck.substack.com/    We conclude the show with the song, Baseball Always Brings You Home from the musician, Dave Dresser and the poet, Shel Krakofsky. If you would like to contact the show, we would love to hear from you. Call the show:  (516) 855-8214 Email:  baseballandbbq@gmail.com Twitter:  @baseballandbbq Instagram:  baseballandbarbecue YouTube:  baseball and bbq Website:  https//baseballandbbq.weebly.com Facebook:  baseball and bbq       Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Moser, Lombardi and Kane
8-21-26 Hour 1 - Start em or sit em?/JML swings by, Lingering Peyton pain/Founder of Man Therapy Joe Conrad

Moser, Lombardi and Kane

Play Episode Listen Later Aug 21, 2026 45:18 Transcription Available


0:00 - Fernando Mendoza looked pretty good in preseason last night, aside from that one Pick 6. Will the Raiders start him right away? Or should he sit behind Kirk Cousins for a bit and learn the ropes? What's the proper approach to handling rookie QBs?16:36 - The boys are live at Meadow Hills in Aurora for the Avalanche Alumni Charity Golf Tournament. John-Michael Liles swung by and chatted about his golf game with the boys. Turns out, he takes it pretty seriously. After that, Brett is still torn up about Peyton Watson getting traded. Vic and Mose say it's time for him to get over it. 33:48 - The Avalanche Alumni Golf Tournament is sponsored by Man Therapy. Joe Conrad, Founder of Man Therapy, sat down with us this morning to chat about his organization and the important work they do. Men don't have to bottle up their emotions anymore. There's a path forward. 

Ben Fordham: Highlights
SATURDAY - ABC boss swings the axe on Indigenous department

Ben Fordham: Highlights

Play Episode Listen Later Aug 21, 2026 1:59


See omnystudio.com/listener for privacy information.

The Dan John Podcast
EP 365 - Fat Loss, Full Year of Training, Easy Strength, When to Deload, KB Swings & More

The Dan John Podcast

Play Episode Listen Later Aug 20, 2026 40:35 Transcription Available


00:00 - Intro00:37 - What's the Right Way to Breathe While Lifting?07:19 - The Exercises That Are Nearly Impossible to Get Hurt On12:04 - Why Is "Don't Chase Hunger" the Golden Rule of Fat Loss?19:21 - Why the Hardest Part of Training Is Learning to Stop30:47 - Hanging Leg Raises vs. Dip-Bar Raises: Which Is Better?34:17 - What Would a Full Year of Training Actually Look Like?► Personalized workouts based on your schedule, ability, and equipment options. http://www.DanJohnUniversity.com► If you're interested in getting coached by Dan personally, go to http://DanJohnInnerCircle.com to apply for his private coaching group.

No Challenges Remaining
Summer Swings: Cincinnati, Canada, Genetic Testing and More

No Challenges Remaining

Play Episode Listen Later Aug 20, 2026 99:36


In the second (and longer) part of their recording session this week, Ben and Tumaini fanned out into a range of recent events topics from the last month of tennis, catching up on what's been both a busy yet also quiet stretch of the season.  We start with the uncertainties around Jannik Sinner and Carlos Alcaraz for New York, after both missed both Canada and Cincinnati. We also discuss Alcaraz's cornrows (remember those?).  Of players who did play up north, we discuss champs Ben Shelton and Iga Swiatek. We also catch up on rising stars Alex Eala and Rafael Jodar, both of whom are inspiring strong reactions.  We also cover the Marketa Vondrousova doping ban decision in full, and also the WTA's decision to start doing genetic sex tests on its players, news first broken on Bounces. Tumaini then closes the show by describing his in-person experience going to see Ms. Lauryn Hill. Thank you for listening! You can read Ben's work at Bounces and Tumaini's at The Guardian. Our Patreon is back up and running to ensure NCR keeps going and stays ad-free, and we hope you can join in supporting NCR! And we especially thank our GOAT backers: Pam Shriver and J. O'D.

AP Audio Stories
The bond market swings back to worries and knocks US stocks lower

AP Audio Stories

Play Episode Listen Later Aug 20, 2026 0:41


AP's Damian Troise reports that the worries in the bond market knocks US stocks lower.

The Jaipur Dialogues
Amit Shah Finally Swings Into Action - Frontfoot पर उडाए सभी के होश | Sanjay Dixit

The Jaipur Dialogues

Play Episode Listen Later Aug 20, 2026 12:25


Amit Shah Finally Swings Into Action - Frontfoot पर उडाए सभी के होश | Sanjay Dixit

The Dan John Podcast
EP 364 - ABF, Crossfit, Hybrid Training, Post-Workout Cardio, Fat Loss, KB Swings & More

The Dan John Podcast

Play Episode Listen Later Aug 14, 2026 51:27 Transcription Available


00:00 - Intro 00:35 - How Would Dan John Rebuild CrossFit From Scratch? 12:29 - How Do You Keep Training With a Newborn at Home? 18:58 - Blending Strength and Skill Work for Better Sport Results 25:01 - What's the Right Intensity for Post-Workout Cardio? 30:41 - Best Exercises for Shoulder Pain 38:09 - How to Balance Running and Strength Training 43:38 - Dan's Favorite Hike Spots on the West Coast► Personalized workouts based on your schedule, ability, and equipment options. http://www.DanJohnUniversity.com► If you're interested in getting coached by Dan personally, go to http://DanJohnInnerCircle.com to apply for his private coaching group.

Inside Politics
The Democratic Pendulum Swings Again 

Inside Politics

Play Episode Listen Later Aug 12, 2026 43:10


Politicians love to say, "The only poll that counts is election day." In the last 24 hours, Wisconsin reminded us why that cliche actually matters. Last month, moderate Democrat David Crowley dropped out of the Badger State gubernatorial race. Today, he accepted his party's nomination for governor. Crowley's razor-thin victory - less than 4,000 votes - in a crucial swing state comes at the expense of Democratic Socialist Francesca Hong, who was hoping to ride the recent wave of progressive wins.    Learn more about your ad choices. Visit podcastchoices.com/adchoices

Lori & Julia
FULL SHOW 8/11: Megan Thee Stallion is Back, Karol G is One of Us, Red Flag on the Date and JC Lippold Swings By

Lori & Julia

Play Episode Listen Later Aug 11, 2026 133:41


BK looked like they were fired Yesterday. Megan Thee Stallion is back... whatever that means. Did we find out the reason Brad Pitt announced the end of his sobriety? Plus The Weeknd wants you to know that despite the last few years he is still doing stuff.JC Lippold is in to talk Mental Health, specifically that voice in your head. JC will give us a 4-step process that'll help you notice what that voice is saying and shift any non-kind, non-progressive talk into something better.Karol G is just like us, John Hamm is going to be a dad and Brooklyn Beckham is cooking with seawater. It's a very "Cat"y edition of Red Flag on the Date and Hot To Go! We also play Over Under Game and Last Call! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Morning Somewhere
2026.08.07: People Like Swings

Morning Somewhere

Play Episode Listen Later Aug 7, 2026 22:58


Burnie and Ashley double down on Lumalee, discuss animation casting, Mario stolen valor, influencer double downs, the Spiderman bump, swinging mechanics, Bionic Commando, Iranian strait plans, Odyssey, and Nolan's ever-growing troupe.

Motley Fool Money
The Wild Swings of Earnings Season Continue

Motley Fool Money

Play Episode Listen Later Aug 6, 2026 21:10


The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Motley Fool favorites that are moving double digits today to try and make sense of these sharp stock moves. Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool's Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Travis Hoium, and Jon Quast discuss: - MercadoLibre's rapid revenue growth and contracting margins - Has Unity Software finally turned the corner? - The changing strategy for Celsius Holdings - Applovin's revenue continues to decelerate Companies discussed: MELI, AMZN, U, APP, CELH Host: Tyler Crowe Guests: Travis Hoium, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

The Brett Winterble Show
Political Pendulum Swings On The Brett Winterble Show

The Brett Winterble Show

Play Episode Listen Later Aug 4, 2026 75:05 Transcription Available


Tune in here to this Tuesday's edition of the Brett Winterble Show! Brett kicks off the program by talking about the Democratic Socialists of America (DSA) and why he believes the organization is becoming increasingly influential in shaping political rhetoric, particularly among younger Americans. He argues that while the DSA frames its message around economic insecurity, distrust of institutions, and corporate power, those concerns are not new and have long been part of American political debate. Beth Troutman from Good Morning BT is also here for this Tuesday episode of Crossing the Streams. Brett and Beth talk about the growing visibility of the Democratic Socialists of America (DSA), the political forces driving younger voters toward the movement, and whether its recent momentum reflects a lasting shift or a reaction to voter frustration. Beth argues that economic pressures, rising housing costs, healthcare concerns, and political gridlock have contributed to the appeal of more progressive candidates, while noting that primary elections often amplify more ideological voices than the general electorate. The two also discuss how political pendulum swings have shaped both parties over the past two decades and why solving everyday issues could help bridge the nation's political divide. Beth also shares what she and Bo have coming up Wednesday morning on Good Morning BT, including coverage of the latest primary election results Listen here for all of this and more on The Brett Winterble Show! For more from Brett Winterble check out his YouTube channel. See omnystudio.com/listener for privacy information.

The Morning Toast
You're All Set: Monday, August 3rd, 2026

The Morning Toast

Play Episode Listen Later Aug 3, 2026 62:42


1. Ariana Grande pulls out of West End debut as she takes step back from limelight after weight loss concerns (Page Six) (26:14) 2. ‘Barbie' Sequel Stalls as David Zaslav Won't Approve Bigger Salaries for Ryan Gosling and Margot Robbie (Variety) (31:40) 3. Dolores Catania's Son Frank Jr. Marries Nicole Perricho in ‘Elegant' Wine Country Wedding in Portugal (PEOPLE) (38:23) 4. John Galliano Is the Subject of the Next Costume Institute Show (Vogue) (50:50) 5. ‘Spider-Man: Brand New Day' Swings to Mind-Blowing $355 Million Debut, Second-Biggest Opening Weekend in Box Office History (Variety) (56:33) The Toast with Jackie (@JackieOshry) and Claudia Oshry (@girlwithnojob) ⁠The Toast Patreon ⁠⁠  ⁠⁠Toast Merch⁠⁠ ⁠⁠Girl With No Job by Claudia Oshry⁠⁠ ⁠⁠The Camper & The Counselor⁠⁠ ⁠⁠Lean In⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Morning Wire
The View Faces Termination, Tate Charges Revealed & Trump Takes Swings | 7.22.26

Morning Wire

Play Episode Listen Later Jul 22, 2026 22:16


President Trump ramps up tariffs on Canada – and eyes new action in the Red Sea, the Democrats' eleventh-hour replacement for Graham Platner is locking into place, plus, the dozens of new charges against Andrew and Tristan Tate are unsealed. Reporting from Ben Domenech & Megan Basham. Plus, we speak with Steve Robinson, Editor-In-Cheif of The Maine Wire, and David Bozell, President of the Media Research Company. Get the facts first with Morning Wire.- - -Ep. 2904- - -Wake up with new Morning Wire merch: https://bit.ly/4lIubt3- - -Today's Sponsors:Alliance Defending Freedom - Alliance Defending Freedom and Orrick, Herrington & Sutcliffe are defending Daniel at the U.S. Supreme Court. Alliance Defending Freedom never bills its clients. And right now, your gift will be doubled by a matching grant, while matching funds last. Go to https://JoinADF.com/WIRE, or text WIRE to 83848, to defend the freedom to pray at home. Boll & Branch - Sleep cooler this summer with Boll & Branch. Get 15% off your first order plus free shipping at https://BollAndBranch.com/wire with code wire. Ethos - Take 10 minutes to get covered today, with life insurance through Ethos. Get your free quote at https://ETHOS.com/wire.- - -Privacy Policy: https://www.dailywire.com/privacymorning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices