Best podcasts about Temu

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Latest podcast episodes about Temu

Portfolio Checklist
Több forrás kell az adósságfinanszírozásra: már látszik, honnan jöhet a friss pénz

Portfolio Checklist

Play Episode Listen Later Sep 30, 2026 25:48


A magyar államadósság helyzete került fókuszba, különös tekintettel arra, hogy az Államadósságkezelő Központ idén mintegy 60%-kal megemelte az nettó finanszírozási igényét. A magyar államadósság újrakevert finanszírozási tervéről, a lakossági befektetők ebben játszott átalakuló szerepéről és a számukra kínált legújabb állampapírokról is beszélgettünk Süle-Szigeti Bulcsúval, a Portfolio elemzőjével. A műsor második felében a magyar e-kereskedelmi piac idei trendjeivel foglalkoztunk a PwC legfrissebb Digitális Kereskedelmi Körképe alapján. A változó fogyasztói szokások és a kínai termékekre vonatkozó új vámrendelkezésekről is szót ejtettünk Madar Norbertettel, a PwC Magyarország e-kereskedelmi tanácsadási területének igazgatójával, a Digitális Kereskedelmi Szövetség alelnökével. Főbb részek: Intro − (00:00) Újraszabott államadósság-finanszírozás − (01:45) E-kereskedelmi aktualitások: szorul a Temu-hurok − (13:56) Kép forrása: Getty ImagesSee omnystudio.com/listener for privacy information.

The Fifi, Fev & Nick Catch Up – 101.9 Fox FM Melbourne - Fifi Box, Brendan Fevola & Nick Cody

ON THIS FIFI, FEV & NICK PODCAST: Fifi Got Scammed On An AI Instagram Purchase What You Ordered vs What You Got Sardine Maxxing What Happened When The Kids Were Left With Dad? Buy your own piece of Fox History from Uncle Reco!Subscribe on LiSTNR: https://play.listnr.com/podcast/fifi-fev-and-nickSee omnystudio.com/listener for privacy information.

The MadTech Podcast
MadTech Daily: McDonald's Bets on $1bn Ad Business; Temu Cuts $1bn Fake Influencer Network on Meta 

The MadTech Podcast

Play Episode Listen Later Sep 28, 2026 1:51


In today's Digest, we discuss McDonald's betting on a USD$1bn (£750m) ad business as it joins the commerce-media gold rush, Temu cutting a USD$1bn (£750m) fake influencer network on Meta, and TikTok settling with Alabama for USD$100m (£75m) over teen use.

ARS humana
Radio – podpora glasbeni umetnosti v regijah

ARS humana

Play Episode Listen Later Sep 28, 2026 54:45


Radijsko posvečanje pozornosti umetniškim temam na celotnem območju Slovenije je izjemno pomembno. Radio Slovenija je tako rekoč edini medij, ki umetniške teme obravnava sistematično in strokovno, toda v zadnjem desetletju regionalna središča takim temam počasi umikajo podporo. Temu primanjkljaju smo se posvetili na eni izmed Arsovih poslušalnic, ki so bile aprila v Križankah v okviru 40. Slovenskih glasbenih dni. Glasbene urednice, ki so delovale oziroma še delujejo v regionalnih centrih, so premišljevale o vlogi radia pri razvoju, opaznosti in podpori regionalnim glasbenim okoljem. Primorski konec so zastopale Lea Hedžet, Tatjana Gregorič in Simona Moličnik, mariborskega pa Urška Čop Šmajgert in Tjaša Krajnc. Foto: Gregor Pirš, RTVSLO

ur temu tja kri slovenije podpora slovenskih glasbeni primorski glasbene radio slovenija
PUNKTY WIDZENIA
Młodzi coraz chętniej sięgają po środki odurzające. Czy można temu przeciwdziałać?

PUNKTY WIDZENIA

Play Episode Listen Later Sep 28, 2026 29:25


The Wall Street Skinny
How Nvidia's Recent Acquisition Changes the AI Game Feat. Morgan Stanley's Head of US Thematic Research

The Wall Street Skinny

Play Episode Listen Later Sep 27, 2026 59:43


Go to groundnews.com/skinny for a better way to stay informed. Subscribe through our link for 40% off unlimited access to world-wide coverage. NVIDIA just agreed to buy Hugging Face, and the deal won't add a cent to its earnings per share. So why do it? In this episode we dig into what NVIDIA really gets from owning the home of open-weight AI, and whether this is a threat to OpenAI and Anthropic that the market hasn't priced in yet. What's the actual difference between open source and open weight, and why does almost everyone (yes, even us included) mix them up? If Amazon, Google, and the frontier labs are all building their own inference chips, where does NVIDIA's next wave of customers come from? And if the free "Temu version" of AI gets good enough for most people, who keeps paying for the Prada bag? Then we bring on Michelle Weaver, Head of US Thematic Equity Research at Morgan Stanley, to ask the questions everyone in finance is worried about. Which companies are actually seeing AI show up in their margins, and which are just burning tokens so they can say "AI" on the earnings call? Is AI already showing up in the jobs data for young workers? What happens to the traditional Wall Street analyst class if the org chart stops being a pyramid? Does the Jevons Paradox of economic theory help or hurt the frontier model companies? And why are American companies nervous about building on Chinese open-weight models? We also get into the growing fight over AI data centers. Why has this become one of the few issues uniting voters on both the left and the right? What do power bills, water use, and old brownfield sites have to do with it? How big is a 57-gigawatt power shortfall, really? And what does Oracle declaring force majeure on its New Mexico Stargate site tell us about where the AI build-out is headed? 00:00 Intro: Revisiting our early episodes 03:00 Life updates: Flying, dogs & kids 06:10 Our Yahoo Finance Market Hang recap 07:50 Why NVIDIA bought Hugging Face 11:10 Training vs. inference: Where AI compute is headed 14:15 CUDA and NVIDIA's software moat 15:50 Open source vs. open weight, explained 19:20 Is NVIDIA a threat to OpenAI & Anthropic? 21:25 Meta's Muse and why easy AI wins 25:00 Why companies struggle with AI adoption 27:20 Oracle's Stargate force majeure (Ground News) 28:45 Michelle Weaver joins: What is thematic research? 30:15 AI enablers vs. AI adopters 35:05 Open vs. closed models and Jevons paradox 37:25 The risks of Chinese open-weight models 39:45 Pricing security risk in AI adoption 42:15 Token budgets and the end of token maxing 44:00 Is AI already costing jobs? 46:55 What AI means for Wall Street analysts 49:25 Data centers: People, power & politics 53:00 Tax breaks, brownfields & state moratoriums 55:35 The 57-gigawatt power shortfall 57:35 US vs. China: Chips, power & the AI race 59:20 Where to find Michelle's research

Fülke: a HVG Online közéleti podcastja
Matolcsy kihallgatás, Temu ellenes mütyürvám, pótköltségvetés - Gazdasági bejárat 3. rész

Fülke: a HVG Online közéleti podcastja

Play Episode Listen Later Sep 27, 2026 42:22


Ha vasárnap akkor Gazdasági bejárat, új adással jön a HVG heti gazdasági hírösszefoglaló podcastja. Pitner Gábor műsorvezető vendége ezúttal Kovács Gábor, a HVG gazdasági újságírója volt. A főbb témák között szerepelt a parlament elé terjesztett pótköltségvetés, a Temu piachódítása ellen bevezetett mütyürvám, a 3%-ról 2,5%-ra csökkentett inflációs cél és még sok egyéb hír a hétről. Szívesen hallgatnál podcastokat ebben a témában, vagy más is érdekel? A HVG podcastok széles választékában te is megtalálod neked való tartalmat. Ne maradj le, iratkozz fel a HVG YouTube csatornára: https://www.youtube.com/@HVGonline Váltsuk az ígéretes pénzügyi terveket együtt valóra! A műsor támogatója a Raiffeisen Bank, a HVG gazdasági podcastok stratégiai partnere. www.youtube.com

Les digital doers - ceux qui font le e-commerce
[ Revue de Presse Hebdo | Retail - E-commerce ] 25 septembre 2026

Les digital doers - ceux qui font le e-commerce

Play Episode Listen Later Sep 25, 2026 30:18


The Anna & Raven Show
Thursday, September 24, 2026: The Road Show; Temu Dress; Major Plane Emotions!

The Anna & Raven Show

Play Episode Listen Later Sep 24, 2026 48:03


Has anything crazy happened to you at an AirBnB? One couple was relaxing in their hot tub when they suddenly realized their lives were in danger!  Anna is convinced her Princess Diana beanie babies will make her rich one day. Raven reassures her... it's not true. The Anna & Raven Show is back! If you have something around yourself you want to sell, take those photos! Anna's niece is the designated safety hall monitor, at 8 years old. She discusses the CRUCIAL safety tips of elementary school. What safety rules did you ignore that ended up going terribly wrong, and now you'll never ignore it again? 3 news stories, you hear 1- Raven gets to choose! Women falls into sink hole on her birthday, large hose in car ends up being large snake, Rescued raccoon boot camp?!  The infamous dress mishap. Anna ordered what seemed to be a nice dress and it came like a paper thin cheap Halloween costume. Even the pleats ar e printed on them. Anna spent $180 on it. Spoiler alert, she can't even return it!  Anna hasn't had a normal flight in months. Her flight yesterday reverted back into the sky during landing. Raven had an interesting experience with his seat mate and her unrecognizable emotion from her book. Producer Sophia reads some excerpts to try and understand...  Vanessa and Charles' son dumped his girlfriend last weekend. They're both 23 years old. Both mom and dad agree that he's making a huge mistake. She's going to school to be a lawyer, she's beautiful, and they're such great friends with her parents. They've been together since high school. She wants to stage an intervention with their son, and invite his ex-girlfriend's parents too to talk some sense into him. Dad says he's an adult, he has to make his own decisions. What would you do? Mike has a chance to win $1,000! All he has to do is answer more pop culture questions than Raven in Can't Beat Raven!     

The Rest Is Money
316. Why the world's economic glue is becoming unstuck

The Rest Is Money

Play Episode Listen Later Sep 24, 2026 46:59


Given the militaristic ambitions of Russia, China and America, how close are we to a catastrophic trade shock?  Even without such a shock, do we face years of higher inflation because of the new frictions and costs in global supply chains? And why is the British government the last government to end the tax break exploited by SHEIN and Temu?  Robert discusses the hidden and important vulnerabilities of globalisation's complex trade networks with Ed Conway, Sky News's Economics Editor and author of an important new book, Trade World The Rest is Money is brought to you by Octopus Energy, Britain's smart energy pioneer. Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠restismoney@goalhanger.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@RestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Advertise with us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Partnerships@goalhanger.com⁠ For more Goalhanger Podcasts, head to ⁠www.goalhanger.com⁠ Video Editor: Dylan Bonham Producer: Isabelle Bougeard Exec Producers: Bella Soames and Tom Whiter Learn more about your ad choices. Visit podcastchoices.com/adchoices

Growthaholics
#330 - O brasileiro que entrou no Alibaba e viu como a China domina mercados | William Tang, Diretor de Operações do Alibaba Group

Growthaholics

Play Episode Listen Later Sep 24, 2026 46:33


O Growthaholics recebe William Tang, Diretor de Operações do Alibaba Group no Brasil, para uma conversa sobre sua trajetória e o avanço das empresas chinesas no país.William conta como foi se tornar o primeiro funcionário do Alibaba no Brasil e construir a operação local praticamente do zero. O episódio também passa pela expansão do grupo no país, pelas diferenças entre as culturas de negócios brasileira e chinesa e pelo crescimento de empresas como BYD, Shein e Temu.Para fechar, William analisa o que esse movimento representa para o Brasil, quais setores podem ser os próximos e o que empresas brasileiras podem aprender com a forma como as chinesas entram e escalam em novos mercados.PARTICIPE DO ACE SUMMITNo dia 16 de novembro o ACE Summit reúne mais de 2.500 empreendedores, investidores e líderes corporativos em São Paulo. São 10 horas de conteúdo, 35+ speakers e uma programação com matchmaking estruturado e office hours com investidores. Você sai do ACE Summit com decisões e negócios fechados.GARANTA SEU INGRESSO:⁠⁠⁠⁠ acesummit.com.br⁠⁠⁠⁠ Nos siga nas redes sociais: ⁠⁠⁠⁠⁠Pedro Waengertner⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ACE Ventures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EXAME⁠

METRO TV
COVER BOTH SIDES - MENCARI TITIK TEMU AMBANG BATAS PARLEMEN - 00001

METRO TV

Play Episode Listen Later Sep 24, 2026 43:04


MetroTV, Wacana soal ambang batas parlemen kembali ramai dibahas. Sejumlah pembesar partai tetap teguh dengan harapan mereka agar ambang batas parlemen harus naik. Namun perkara tingginya, sejumlah pihak masih memiliki perbedaan gagasan. Lantas, apa dasar menentukan ambang batas?

Le décryptage de David Barroux
Les taxes douanières ont-elles eu la peau de Shein ?

Le décryptage de David Barroux

Play Episode Listen Later Sep 22, 2026 2:57


David Barroux, responsable de la newsroom du journal aux Echos, analyse l'impact réel des taxes imposées par la France sur les importations des géants du e-commerce chinois comme Shein et Temu depuis l'été dernier.Depuis juillet, les chiffres semblent encourageants : le nombre de colis en provenance de Chine a chuté de 30 à 40% dans les aéroports français, et les sites de ces acteurs chinois ont vu leurs visiteurs diminuer drastiquement. Temu a perdu 36% de ses visiteurs en un an, tandis que Chine en a perdu 42%. Mais faut-il vraiment crier victoire ?Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Top Expansión Tecnología
Los modelos chinos de IA generan 10 veces menos ingresos que los de OpenAI y Anthropic

Top Expansión Tecnología

Play Episode Listen Later Sep 21, 2026 5:28


00:00 Introducción00:15 Los modelos chinos de IA generan 10 veces menos ingresos que los de OpenAI y AnthropicLos principales modelos de inteligencia artificial chinos generan en conjunto alrededor de 10,700 millones de dólares en ingresos recurrentes anuales, frente a los más de 100,000 millones que suman OpenAI y Anthropic.01:53 “No hace falta un diseñador, yo lo resuelvo con IA”: por qué las pymes apuestan por diseños genéricos de ChatGPTLa tecnología permite a los pequeños negocios crear imágenes para sus redes con menor costo, pero su uso masivo también puede hacer que los contenidos pierdan diferenciación y credibilidad.04:05 Esta es la razón por la que tus pedidos de Amazon, Temu y Shein siempre pasan por Cuautitlán IzcalliEl corredor logístico del norte del Valle de México conecta carreteras, parques industriales, centros de distribución y operadores que ayudan a llevar las compras hasta los consumidores. Hosted on Acast. See acast.com/privacy for more information.

Make Your Damn Bed
1856 || we're all hypocrites

Make Your Damn Bed

Play Episode Listen Later Sep 20, 2026 11:08


A lot of us are forced to make decisions daily that don't align with our values. Many of us continue working for or otherwise supporting the evil corporation we wish to divest from, or we continue eating factory farmed meat despite wanting to lean into more plant based options, or we spend all day scrolling for companies we don't want to have our data. I check social media despite knowing it will worsen my mood and overall health. I have stayed in relationships I knew were unhealthy because it felt easier than starting over. I've bought Temu clothes despite believing deeply in more ethical consumption. I drive a lot for someone who preaches about climate change caused by oil companies. I complain constantly about consumerism but I still end up buying shit I don't need. I have had to vote for people I don't agree with to avoid voting for other candidates I agree less with. I know sleep is important but I also routinely trade it for shit that isn't.Change feels bigger than it is because humans tend to prefer what is familiar. This is sometimes called the status quo bias, and we do it for a variety of reasonable reasons. Maybe it is because we want to prevent a potential loss. Most humans tend to focus on what we have to lose, rather than what we have to gain and this keeps us tied to the “way things are” rather than branching out and trying something new. Maybe it's the sunk cost fallacy. Our tendency to continue dumping our time, our money, and our efforts into the things we've already invested into, even if it's not beneficial. Maybe it's cognitive dissonance. Maybe it's a combination of everything weighing on us to stay the same even when the same isn't working. Everyone, including myself, has gotten too comfortable “minding their business” to the detriment of society at large. And over time, the more we act in ways that doesn't align with what we actually want and value in the world, the more depressed we get. Our decisions aren't just impacting the world around us, but they are impacting our spirits, our minds, our beliefs. When I feel the best about myself, it's because I'm doing as much as I can to make my spirit feel aligned with my values. I'm eating right, not just because it's healthier, but because I have forced myself to be more conscious of the process. THE SOURCES:https://positivepsychology.com/cognitive-dissonance-theory/Practice disobedience guideBDS movement.organize clothing swaps with your friends.Annas Archive.DSA READING PARTNERS Read Julie's Medium Blog.Support JULIE (and the show!)Support + get some bonus stuff over on PATREON.Get an occasional personal email from me: www.makeyourdamnbedpodcast.comTune in on INSTAGRAM AND YOUTUBE or TIKTOK.Info on War Tax Resistance.Donate to the Palestinian Children's Relief Fund and the Sudan Relief FundThe opinions expressed by Julie Merica and Make Your Damn Bed Podcast are intended for entertainment purposes only. Make Your Damn Bed podcast is not intended or implied to be a substitute for professional medical advice, diagnosis or treatment. Read Julie's Medium Blog.Support JULIE (and the show!)Support + get some bonus stuff over on PATREON.Get an occasional personal email from me: www.makeyourdamnbedpodcast.comTune in on INSTAGRAM AND YOUTUBE or TIKTOKSupport this show http://supporter.acast.com/make-your-damn-bed. Hosted on Acast. See acast.com/privacy for more information.

Born to be a STAR
SHEIN temu and bad products

Born to be a STAR

Play Episode Listen Later Sep 19, 2026 34:03


SHEIN, temu, we can't buy crappy things, who likes going in stores ? Tips have skyrocketed, Walmart + not the store,  let's be kind to our parents.   Keto meatloaf, dill pickle potato pillows, beijing beef, Big Mac wraps, taco chicken Cesar salad , bbq meatloaf, pasta dumpling bake, Raos soup.   Friday night raw, lord of the flies, the quest, innocent, the price of confession, dear child, stay close, that night, dark desire, feria, mousetrip   Happy Friday stars

The Hot Tub Podcast
363 - "Sparing his life from this warm sausage tea"

The Hot Tub Podcast

Play Episode Listen Later Sep 18, 2026 45:20 Transcription Available


Mauler voice cracked on top of Axl Rose on his first day of work, Rush struggles to eat carrots with his Temu dentures, Jenni doesn't like the connotation of 'enchiladas', and Brady would trust any old man at a gas station with his life. Love the podcast? Leave us a review!

The Product Boss Podcast
773. The Temu Pricing Shift Every Product Business Owner Should Know

The Product Boss Podcast

Play Episode Listen Later Sep 17, 2026 18:14


Are you worried that you have to keep your prices low to compete with big box stores, overseas sellers, or platforms like Temu? In this episode, I'm breaking down why the end of the $800 de minimis exemption could create new opportunities for product-based businesses while also affecting the costs of some imports. I talk about why you shouldn't compete on price, how your brand and customer experience can set you apart, and why raising your prices could actually help you sell more. I also share what to look at now to protect your profitability and prepare for what's ahead. Tune in to learn how to protect your profitability, strengthen your brand, and build a product business that doesn't depend on being the cheapest option.In This Episode, You'll Learn:00:00 What the end of the $800 de minimis exemption means for competition.04:15 Could raising your prices actually help you sell more?08:30 What customers consider beyond the price of your product.09:00 How import costs could affect your product business.10:15 Is it time to look for domestic suppliers?12:15 3 moves to make as competition and costs change.15:30 How to prepare now for a stronger, less reactive Q4.Resources + LinksReady to lead, run, and grow your product business beyond a million dollars, without being the bottleneck? Join me this week for a FREE workshop HERE!Ready to stop guessing and follow a proven system? Book your strategy call HERE!Get business tips sent right to your inbox - join the newsletter!Watch on YouTubeFollowJacqueline on IG: @theproductbosstheproductboss.com

0630 by WDR aktuell
Wird Kanada bald EU-Mitglied? | EU macht Shein & Co teurer | Das wird bei der Berlin-Wahl wichtig

0630 by WDR aktuell

Play Episode Listen Later Sep 17, 2026 18:49


Die Themen von Matthis und Flo am 17.09.2026: (00:00:00) Good News: Warum das Ozon-Loch immer weiter schrumpft. (00:02:03) Kanada meets EU: Wie die EU stärker mit Kanada zusammenarbeiten will und was das überhaupt bringen würde. (00:08:17) An alle Online-Shopper: Warum deine Pakete von Shein & Co bald teurer werden könnten und ab wann ihr damit rechnen müsst. (00:11:02) Berlin-Wahl: Welches Thema dort alle beschäftigt und wer bald regieren könnte. Korrektur: In der Folge ist leider ein kleiner Fehler drin. Norwegen gehört nicht zur EU, sondern "nur" zu Europa und dem europäischen Wirtschaftsraum. Und hier geht's zu den Kolleg:innen von too many tabs: https://1.ard.de/podcasttoomanytabs Habt ihr Fragen oder Feedback? Schickt uns gerne eine Sprachnachricht an 0151 15071635 oder schreibt uns an 0630@wdr.de. Kommt auch gerne in unseren WhatsApp Channel: https://1.ard.de/0630-Whatsapp-Kanal Hier könnt ihr per QR-Code rein: https://1.ard.de/0630-bei-Whatsapp Von 0630.

BJ & Jamie
Full Show

BJ & Jamie

Play Episode Listen Later Sep 16, 2026 97:16


Jamie was out until midnight and she's blaming it all on BJ?? There was a terrible helicopter crash in LA last night. Frog had his first Cub Scout meeting last night but it was all ruined because BJ found out that he was lied to by his wife and Frog. There was a man hiding under a couple's bed at a Miami spa hotel. Have you ever bought anything from TikTok Shop or Temu? Do you think they're scams?

BJ & Jamie
Are TikTok Shop and Temu scams?

BJ & Jamie

Play Episode Listen Later Sep 16, 2026 10:06


Have you bought anything off of TikTok Shop or Temu? BJ just bought a flame thrower off TikTok Shop and is wondering if he got scammed?

De Ochtendspits | BNR
Ochtendnieuws: Prinsjesdag zonder meerderheid, Miljoenennota vooral een 'openingsbod'

De Ochtendspits | BNR

Play Episode Listen Later Sep 15, 2026 24:18 Transcription Available


Op Prinsjesdag presenteert Eelco Heinen de Miljoenennota terwijl het kabinet geen meerderheid heeft voor de plannen, waardoor de begroting vrijwel direct inzet wordt van nieuwe onderhandelingen met de oppositie. Politiek verslaggever Sophia van Lil schetst hoe de troonrede weinig concreets zal bevatten, de koopkracht ondanks 1,5 miljard euro reparatie licht achteruitgaat en grote dossiers als box 3 opnieuw worden doorgeschoven richting de Voorjaarsnota. In de Verenigde Staten zorgt de bruiloft van Donald Trump Jr. voor opschudding, omdat een groot deel van de festiviteiten op een privé-eiland is betaald door de Russische oligarch Umar Kremlev, die nauw verbonden is met president Poetin en de door Gazprom gefinancierde International Boxing Association. Volgens Amerikacorrespondent David Hammelburg roept de financiële vrijgevigheid richting de familie van de Amerikaanse president vragen op over beeldvorming, mogelijke invloed en het risico dat Kremlev later iets van een regering-Trump terugverwacht. Het Europees Parlement stemt in met een nieuwe douanewet die de stroom van miljarden pakketjes naar de EU moet terugdringen en strenger controleren, waarbij platforms als Temu en AliExpress voortaan zelf aansprakelijk worden voor de veiligheid van de producten die zij verkopen. Europarlementariër Dirk Gotink (NSC) legt uit dat een extra verwerkingsheffing, een centrale datahub en risicogestuurde controles ervoor moeten zorgen dat foute goederen beter worden tegengehouden, terwijl reguliere bulkhandel eenvoudiger door de Europese douane kan. Deze omschrijving is met AI gemaakt en gecontroleerd door een BNR-redacteur. Over deze podcast BNR Nieuws Vandaag is de podcast met daarin BNR Ochtendnieuws en BNR Avondnieuws. Je krijgt ’s ochtends vroeg en aan het einde van de werkdag in 20 minuten het belangrijkste nieuws van de dag. Abonneer je via bnr.nl/podcast/bnrnieuwsvandaag, de BNR-app, Spotify en Apple Podcasts. Of luister elke dag live via bnr.nl/live.See omnystudio.com/listener for privacy information.

Kassenzone Podcast | Interviews zu den Themen E-Commerce, Handel, Plattformökonomie & Digitalisierung
Shein ohne Zoll-Trick: "Die wären bei maximal 5% Marktanteil" (K#665)

Kassenzone Podcast | Interviews zu den Themen E-Commerce, Handel, Plattformökonomie & Digitalisierung

Play Episode Listen Later Sep 14, 2026 71:42 Transcription Available


Tarek Müller (AboutYou) hat mich in den letzten Wochen mehrfach angepingt: unsere Einschätzung zu Shein sei zu positiv. Nach dem Börsengang (Kurs eine Woche später schon 10% im Minus) habe ich ihn eingeladen, um das auszudiskutieren. Seine Kernthese: Der Erfolg von Shein, Temu und Alibaba beruht eben nicht nur auf Innovation, sondern zu einem erheblichen Teil auf Kostenvorteilen, die wir als Europäer selbst finanziert haben. Rund 20% Marktanteil im europäischen Online-Modemarkt, etwa 20 Mrd. Euro Volumen, aufgebaut in sechs, sieben Jahren, flankiert von rund 3 Mrd. Euro nicht erhobener Zollgebühren pro Jahr. Wir rechnen durch, was das konkret bedeutet: Bei 75-80% Direktversand aus China und 15% Zollsatz hätte Shein nicht bei +4% EBIT operiert, sondern bei -6%. Damit fällt die Fähigkeit weg, Investorengeld einzusammeln, Marketing zu finanzieren, Volumen und damit Einkaufspreise und Skaleneffekte aufzubauen. Tareks Hypothese: mit Level Playing Field von Anfang an wären die China-Modelle bei maximal 5% Marktanteil gelandet. Außerdem: warum Factory-to-Consumer ohne Zollumgehung ökonomisch nicht funktioniert und warum AboutYou das Modell zwar gebaut, aber bewusst nicht skaliert hat. Warum Temus Umschwenken auf europäische Händler den Preisvorteil auflöst. Warum die E-Commerce-Branche das Thema politisch sechs Jahre lang verschlafen hat. Im zweiten Teil wird es grundsätzlich: Ist Online überhaupt noch ein gutes Geschäftsmodell? Inditex mit 19-20% EBIT-Marge gegen Zalando mit 5% – aber 5 Mio. Euro CapEx pro Zara-Store gegen drei Klicks für ein neues Land. Wir streiten über meine These, dass es im E-Commerce keinen "Arztberuf" mehr gibt, über Googles Auktionsmechanik als binäres Spiel, über gestapelte Plattformökonomien und darüber, was ich meinem Sohn fürs Wirtschaftspraktikum empfehlen soll. Tareks Prognose zum Schluss: Shein und Temu werden in Kontinentaleuropa in den nächsten fünf bis sieben Jahren schleichend schrumpfen (anteilig), inflationsbereinigt etwa um die Hälfte. Und: Der China-Druck hat die europäischen Player effizienter gemacht, als sie es ohne ihn je geworden wären. Folge mit Karo: https://kassenzone.podigee.io/682-shein-ipo-2-0-zerbricht-das-margenversprechen-des-e-commerce-douglas-inditex-china-marken-k-662 Folge mit Florian: https://kassenzone.podigee.io/681-shein Energiezone: https://www.energiezone.org/ Partner in der Folge: https://linktr.ee/kassenzone Community: https://kassenzone.de/discord Feedback zum Podcast? Mail an alex@kassenzone.de Disclaimer: https://www.kassenzone.de/disclaimer/ Kassenzone” wird vermarktet von Podstars by OMR. Du möchtest in “Kassenzone” werben? Dann https://podstars.de/kontakt/?utm_source=podcast&utm_campaign=shownotes_kassenzone This podcast uses ad tracking. Learn more via Spotify Ad Analytics terms of service and Podstars privacy policy. https://help.adanalytics.spotify.com/spotify-ad-analytics-terms-of-service & https://www.podstars.de/datenschutz Alexander Graf: https://www.linkedin.com/in/alexandergraf/ https://twitter.com/supergraf Youtube: https://www.youtube.com/c/KassenzoneDe/ Blog: https://www.kassenzone.de/ E-Commerce Buch 2019: https://amzn.eu/d/5Adc1ZH Plattformbuch 2024: https://amzn.eu/d/1tAk82E

Tru Thoughts presents Unfold
Tru Thoughts presents Unfold 13.09.26 with megiapa, Mackwood, Aza Lineage

Tru Thoughts presents Unfold

Play Episode Listen Later Sep 13, 2026 120:00


A track from megiapa on International Anthem. A new song from Tara Lily. Reggae / Dub from Mr Foundation, SLICKnBOBBY, and Aza Lineage. A play of the first ever release on Tru Thoughts by Steady, and the newest artist we are working with, drummer and producer Mackwood. Broken Beat from Donsurf, and Piers Kirwan remixing a classic Landslide tune. Samtheman's remix of the latest IZCO & P Wavey track. Two covers of Roy Ayers, one from Temu and one from Ebony Steel Band. Chug reworks a classic tune from Rene & Angela Drum & Bass style. Plus plenty more music treats.

Wspólnota Chrześcijańska Swojczyce
Dwie siostry: prawda i miłość (seria "Listy do 7 Kościołów Apokalipsy", Mirek Marczak)

Wspólnota Chrześcijańska Swojczyce

Play Episode Listen Later Sep 13, 2026 33:51


Obj. 2,1-7 (1) Do anioła kościoła w Efezie napisz: Oto, co mówi Ten, który w swojej prawej ręce trzyma siedem gwiazd i przechadza się pośród siedmiu złotych świeczników: (2) Wiem o twoich czynach, o trudzie i wytrwałości. Wiem też o tym, że nie możesz znieść złych oraz że poddałeś próbie ludzi, którzy się podają za apostołów, a nimi nie są, i odkryłeś, że to kłamcy. (3) Masz też wytrwałość. Wiele zniosłeś dla mojego imienia i nie uległeś zmęczeniu. (4) Lecz mam coś przeciwko tobie: Porzuciłeś swoją pierwszą miłość. (5) Przypomnij sobie, skąd spadłeś. Opamiętaj się! Wróć do pierwszych czynów! Bo jeśli się nie opamiętasz, przyjdę do ciebie i ruszę twój świecznik z jego miejsca. (6) Na swoją obronę masz natomiast to, że czujesz wstręt do postępków nikolaitów. Ja również brzydzę się nimi. (7) Kto ma uszy, niech wysłucha, co Duch ogłasza kościołom. Temu, kto zwycięży, właśnie jemu, pozwolę spożyć z drzewa życia, które rośnie w raju u Boga. Nauczanie z dnia 13 września 2026

The Stone Age Gamer Podcast
SAG Podcast 633: Temu Moblins

The Stone Age Gamer Podcast

Play Episode Listen Later Sep 11, 2026 179:55


Show Notes On this week's podcast, Dan and Kris return to the alphabet Soup-er Series with another Master System game. It was Dan's pick for the letter G, and he landed on Golden Axe Warrior, which is basically The Legend of Zelda, but not. It's an interesting experience, and the guys are pretty divided on it. But why? Let's find out! Then, in Week Old News, Sony hosts a pretty solid State of Play, Nintendo announces two Nintendo Directs, someone made a CD drive for the NES, and there really wasn't much in the way of overwhelmingly negative industry news to cover. Hooray! Finally, in the Checkpoint, Dan did a lot of reading, and finally finished Don Quixote, but should we be impressed? It's no War and Peace, after all! Meanwhile, Kris finally had a positive experience with Ninja Gaiden III: The Ancient Ship of Doom, finished Deltarune Chapter 3, and experienced the Revenge of DOH. Enjoy! Useful Links Support us on Patreon StoneAgeGamer.com The Gratuitous Rainbow Spectrum Safe at Home Rescue Shoot the Moon Stitches Art of Angela Nintendo Force Magazine SAG's theme Song “Squared Roots” by Banjo Guy Ollie Social Stuff Join us on Discord! Twitch Geekade Facebook Stone Age Gamer Facebook Geekade Twitter Stone Age Gamer Twitter Geekade Instagram Stone Age Gamer Instagram YouTube Geekade Contact Us

Normal Gossip
Temu Renaissance with Hunter Harris and Peyton Dix

Normal Gossip

Play Episode Listen Later Sep 9, 2026 50:13


Hunter Harris and Peyton Dix joined us for some gossip about a director, a dramaturg, and disco Les Mis. We are now on YouTube. Be sure to follow us on there at @DefectorMedia where you can watch today's episode.Subscribe to our newsletter for writing from Rachelle, Se'era, Jae, Alex, and Kelsey, plus blog recommendations and secrets!You can support Normal Gossip directly by buying merch or becoming a Friend or a Friend-of-Friend at supportnormalgossip.com.You can also find all kinds of info about us and how to submit gossip on our Komi page: https://normalgossip.komi.io/Episode transcript here.Follow the show on Instagram @normalgossip, and if you have gossip, email us at normalgossip@defector.com or leave us a voicemail at 26-79-GOSSIP.Normal Gossip is hosted by Rachelle Hampton (@heyydnae) and produced by Se'era Spragley Ricks (@seera_sharae) and Jae Towle Vieira (@jaetowlevieira). Our audio engineer is Samantha Gattsek. Justin Ellis is Defector's projects editor. Show art by Tara Jacoby. Theme music composed by Hrishikesh Hirway.Normal Gossip is a proud member of Radiotopia. Learn about your ad choices: dovetail.prx.org/ad-choices

School Leadership Reimagined
Is Your 100% Vision Just Last Year's Plan With a New Number?

School Leadership Reimagined

Play Episode Listen Later Sep 9, 2026 35:17


Is your 100% Vision actually running your school, or just sitting on top of the same plan you had last year? I sat down with a group of principals who had already written their 100% Visions and built their school improvement plans around them. But when I covered their vision with my hand and read the rest of the plan, I couldn't tell what promise they'd made to their students. In this episode, I break down why so many principals believe in 100%, work hard to pursue it, and still end up reproducing the exact same work they were doing before — and I show you how to turn your vision into a filter that decides what stays, what goes, and what you can finally take off your plate without guilt. In this episode, you'll learn: Why a bold new vision can make your staff feel pressure instead of possibility How to tell if your school improvement plan was actually built from your vision — or just labeled with it The difference between reacting to data and responding to it Why "be stubborn on the vision, flexible on the details" changes what belongs on your plan How to find the one obstacle standing between your school and its vision, and remove it in 90 days Timestamps: 0:00 — Why your 100% Vision might be quietly making your job harder 1:15 — The plan that looked right on paper (a principal group's SIP, reviewed) 6:45 — What I'm Seeing: the "Temu version of Buildership" 11:15 — How We Were Trained: vision as slogan, not filter 15:30 — The 100% Principle: turning your vision into a filter 22:45 — What's At Stake: why an unfiltered vision becomes pressure instead of possibility 28:45 — Your 100% Move: the hand-cover test to try this week Resources & Links: Join the 100% Collective: https://buildershipuniversity.com/collective  Learn more about Buildership University: https://buildershipuniversity.com  Subscribe to The 100% Principal Newsletter: https://100percentprincipal.com  Enjoyed this episode? Subscribe so you don't miss next week's 100% Move.

Code source
Taxes, colis plus chers, lassitude... Pourquoi Temu accuse le coup

Code source

Play Episode Listen Later Sep 9, 2026 17:47


C'est la caverne d'Ali Baba des objets et des meubles du quotidien. Du lot de 16 têtes de brosse à dents électrique au mousseur de lait portable, en passant par le sac de lavage pour chaussures, tout ce qui est à la fois utile et totalement accessoire se vend sur Temu à prix cassé.Avec ses promotions incessantes et cumulables, la plateforme chinoise a conquis les Français dès son arrivée en 2023. Temu a atteint la troisième place des sites de vente en ligne les plus visités du pays, derrière Amazon et Leboncoin.Mais elle a aussi été accusée de tuer les enseignes physiques, d'encourager une surconsommation désastreuse pour le climat, ainsi que d'irriguer le marché européen de produits non conformes. Face à ces critiques, les pouvoirs publics tentent de limiter ses attraits. Depuis le 1er juillet, les produits livrés par Temu sont soumis à un droit de douane européen, d'un montant de trois euros par catégorie d'articles.Explications dans Code source avec Gwenael Bourdon et Aurélie Lebelle, journalistes au service économie du Parisien.Écoutez Code source sur toutes les plates-formes audio : Apple Podcast (iPhone, iPad), Amazon Music, Podcast Addict ou Castbox, Deezer, Spotify.Crédits. Direction de la rédaction : Pierre Chausse - Rédacteur en chef : Jules Lavie - Reporter : Judith Perret - Production :Barbara Gouy, Thibault Lambert - Réalisation et mixage : Julien Montcouquiol - Photo :LP/ Jean-Baptiste Quentin - Musiques : François Clos, Audio Network - Archives : publicité Temu. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

聽天下:天下雜誌Podcast
【天下零時差09.10.26】Shein帶千億身價流浪,「去中國化」失敗,回家上市身價剩四分之一

聽天下:天下雜誌Podcast

Play Episode Listen Later Sep 9, 2026 7:05


Shein上市首週慘跌兩成,曾經席捲全球的超低價神話Shein怎麼了?川普堵死關稅漏洞、Temu等巨頭進場撕咬只是表象。一場徹底失敗的「去中國化」,導致美國拒收、英國卡關、中國勒緊,Shein帶著千億身價流浪,終於「回家」上市後,身價已剩四分之一。 文:李立心 製作團隊:錢玉紘、鄭子鴻 *閱讀零時差,點這看全文

Lenglet-Co
LES SECRETS DE LA CONSO - Malus écologiques sur les vêtements : pourquoi c'est malheureusement une bonne idée

Lenglet-Co

Play Episode Listen Later Sep 9, 2026 3:11


Si on était en juin, j'aurais cru à un sujet du bac philo : "Un malus sans bonus est-il vraiment un malus ?" Avant de vous répondre (et de vous donner mon avis !), un rappel du contexte. Le gouvernement veut instaurer un malus écologique sur l'ultra-fast fashion. Pour être encore plus direct : il s'agit de renchérir le prix des produits vendus par les plateformes chinoises, Shein et Temu en tête... Ecoutez Olivier Dauvers : les secrets de la conso du 09 septembre 2026.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Nonsense
FNBob Is Officially Too Deep Into Gundam - Nonsense Podcast S5E22

Nonsense

Play Episode Listen Later Sep 9, 2026 93:36 Transcription Available


We're back with another episode of the Nonsense Podcast, and somehow FNBob's Gundam obsession has officially gotten out of hand.We kick things off with some pre-show nonsense that immediately gets way too close to blasphemy before Henvincible brings up one of the most disturbing games he's ever seen. Apparently Skin Stapler is a thing, and we're not sure anyone needed to know that.

Remarkable Retail
Lululemon Slides, Five Below Sizzles & Anthropic Enters Commerce, Plus Guest co-Host Anne Mezzenga Goes Undercover

Remarkable Retail

Play Episode Listen Later Sep 8, 2026 52:18


Remarkable Retail Episode 311 welcomes guest co-host and longtime friend of the pod Anne Mezzenga, Founder & CEO of Retail Field Report, joining Steve Dennis and Michael LeBlanc on mic and on camera.Anne opens with her new venture, launched in March as an evolution of the work she built at Omni Talk Retail with co-founder Chris Walton. Retail Field Report takes a journalist's lens rather than an analyst's — working shifts in stores, interviewing executives and walking floors to learn what's actually happening inside retail organizations, not what the headlines claim.The news opens on a shaky macro backdrop: diesel at a four-year high, the priciest Labor Day gas in a year, worse still across Europe, and a Fed narrative that has flipped from cuts to a 62% market-implied probability of at least two hikes by year-end. Michael adds the Canadian view — reciprocal tariffs, shelved US liquor and a tourism reversal after June's 5% bump in cross-border travel. Anne reports from the field: once fuel, healthcare and food are covered, the discretionary spending big-box retailers count on is running dry.On earnings, Steve unpacks Five Below's five straight quarters of double-digit comps, 23% revenue growth, its move past 2,000 stores and a rare guidance raise. Victoria's Secret posts a 9% comp; Anne credits store consistency, omnichannel execution and strength in PINK and beauty, and the pair explore whether GLP-1s — increasingly prescribed alongside hormone replacement therapy — are quietly reshaping apparel and beauty demand. Lululemon disappoints, with comps down 9% and the Americas down 12% as Heidi O'Neill steps in as CEO; Anne argues the brand needs a sharper point of view and less rinse-and-repeat product. At Kohl's, Steve flags a second straight quarter of Sephora underperforming the rest of the store.The centerpiece is Anne's work as a flex retail associate, booking shifts through the Reflex app in cities across the US: point-of-sale systems so intuitive that training is nearly obsolete, twelve strangers running a warehouse sale that moved 3,000 customers in a single shift, and hospitality-only roles at Longchamp in Boston and Sézane in San Francisco, evidence that mid-tier retailers are putting real P&L dollars into the welcome.The trio then debates Anthropic's open-source Claude Commerce Agents — throttled assortments in agentic pilots, returns exposure, and grocery shoppers splitting weekly lists across banners by price. Anne walks Target stores with executives and lands bullish on the Bullseye, while Steve sizes up Shein's Hong Kong listing at roughly $27 billion against its one-time $100 billion valuation.On the radar screens: Quince's rumored raise and brick-and-mortar ambitions (Steve's skeptical the assortment translates), and Michael on JBS, the world's biggest meat processor, Brazilian beef imports, and whether beef can price itself out of the grocery basket for good. Registration is open for a special webinar featuring Steve in conversation with Placer AI's Head of Analytical Research RJ Hottovy. From changing shopping patterns to emerging market opportunities, shifting consumer demand continues to reshape the industry. So don't miss this data-driven session unpacking the most important trends defining today's marketplace and the strategies leading brands are using to win retail's future. It's all brought to you by Placer.AI and It all happens on Tuesday September 29 at 1pm ET..Register here today:https://www.placer.ai/discover-events/discover-shifting-consumer-demand About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2026 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

Vogue Polska
Artykuł: Powrót rurek w praktyce. Czy spodnie modne 16 lat temu sprawdzą się dzisiaj?

Vogue Polska

Play Episode Listen Later Sep 8, 2026 5:59


Skinny jeans to jeden z największych modowych powrotów 2026 roku. Po 16 latach ich nienoszenia postanowiłam sprawdzić, czy dalej do siebie pasujemy. Przymierzyłam modele spodni typu rurki do swoich ulubionych stylizacji. Dlaczego poczułam się rozczarowana?

Brave Dynamics: Authentic Leadership Reflections
The Truth About China's Competitive Advantage - E728

Brave Dynamics: Authentic Leadership Reflections

Play Episode Listen Later Sep 6, 2026 30:19


Jianggan Li returns for a China read: Europe's run on Chinese air conditioners, the humanoid robot games, Shein's discounted Hong Kong listing, and what breaks when Chinese firms go abroad. One thread runs through all four. China's advantage is not invention. Midea did not build a better aircon, it read Europe's building codes and engineered to them. Robot hardware raced ahead because engineers ground at it for a year while the software did not. Temu went from someone suggesting a Super Bowl ad to the ad being made in thirty days. The moat is iteration, and Chinese firms are mostly competing with each other, not with you. Also: why the robots still need a human holding a remote, why humanoids substitute for cheap labour instead of complementing it, and the advice one operator gives about expanding abroad, which is to stop trying to change how things are done there and change yourself instead.  Watch, listen or read the full insight at https://www.bravesea.com/blog/china-competitive-advantage  BRAVE is Southeast Asia's leading tech podcast, hosted by Jeremy Au. Honest conversations with the region's top founders, investors, and operators on building startups in Southeast Asia. New episodes every week. Subscribe so you never miss one. Listen & Subscribe YouTube (English), YouTube (Bahasa Indonesia), Spotify (English), Spotify (Bahasa Indonesia), Spotify (Chinese), Spotify (Vietnamese), Apple Podcasts Follow BRAVE LinkedIn, X (Twitter), Instagram, TikTok, WhatsApp Follow Jeremy Au LinkedIn, X / Twitter, Instagram, TikTok, Facebook, Threads, Twitch Resources Get transcripts, startup resources & community discussions at www.bravesea.com #China #HumanoidRobots #SoutheastAsia #China #HumanoidRobots #SoutheastAsia #Shein #Temu #Unitree #Midea #Robotics #Ecommerce #Manufacturing #Singapore #Startups #SEAstartups 00:00 Introduction 01:45 Europe's aircon panic, and the 12-hour drive 03:08 Designed to the regulation, not to be better 05:07 It's not China vs you. It's China vs China. 05:55 The World Humanoid Robot Games 06:52 Why the robots still need a human with a remote 08:20 Hardware outpaced software, and the data problem 11:19 Unitree's IPO, and a founder who wasn't smiling 11:53 Humanoid robots vs cheap human labour 15:02 Complement or substitute: where humanoids land first 16:43 Shein: $100B to $26B 19:25 Temu, de minimis, and the marketplace squeeze 20:43 The Super Bowl ad built in 30 days 23:12 Nobody writes the story of iterative engineering 25:41 Going global, and the driving seat problem 28:49 What to watch: the Xi-Trump meeting

Rearrange
#320 Սամվել Մարտիրոսյան - Օնեքսի ստեղծումը, «Temu»-ի հետ պայմանագիր, գողացված «iPhone»-ներ

Rearrange

Play Episode Listen Later Sep 3, 2026 105:17


«Onex» ընկերության համահիմնադիր և տնօրեն Սամվել Մարտիրոսյանի հետ զրուցել ենք համաշխարհային բեռնափոխադրումների կազմակերպման, Հայաստանում և Վրաստանում լոգիստիկայի զարգացման, ինչպես նաև 200 դոլարով սկսած Onex-ի ստեղծման ու հաջողության պատմության մասին։ Անդրադարձել ենք Temu հսկայի հետ համագործակցությանը, չինական բիզնես մշակույթի առանձնահատկություններին, ԱՄՆ-ում և Դելավերում հայկական պահեստ հիմնելու բարդ փորձառությանը և iPhone-ների գողության աղմկահարույց դեպքի ներքին մանրամասներին։ Սամվելը պատմել է նաև իր անձնական կյանքի մեծագույն կրքի՝ արկածային տուրիզմի, Պատագոնիայի սառցադաշտերի, Նեպալի հանդարտության և սպասվող Ալյասկայի նավարկության մասին։

The Briefing
Teachers slam 'woke' school claims + Is Hughesy a political genius?

The Briefing

Play Episode Listen Later Sep 3, 2026 27:38


Friday Headlines: Teachers union hit back at Matt Canavan's claims Australia's education system is 'anti-boy' World told to brace for strongest El Nino on record Lindsay Clancy jury remains deadlocked France targets Temu and Shein with world-first fast fashion crackdown It’s 20 years today since Steve Irwin died Further listening from the headlines: The real victims of the manosphere with the CEO of The Man Cave, Ben Vasiliou about the lessons we need to learn about the manosphere and ‘toxic masculinity’. Why the Lindsay Clance case matters Deep Dive: Dave Hughes has gone from making Australia laugh to telling Australia how to vote. Since the May Budget, the comedian-turned-self-described "political agitator" has waged an increasingly loud campaign against the government, despite admitting he's only recently started paying more attention to politics. So is Hughesy a genuine voice for the fed-up - or just the loudest bloke in a system that rewards shouting? And is this what real political engagement looks like now - or just anger dressed up as insight? In this episode of The Briefing, Chris Spyrou is joined by broadcaster and three-time independent candidate Alex Dyson, who took Hughesy on in a "spicy chat," to dig into this new era of political anger and whether we will ever see a system that prioritises people over power. Follow The Briefing: TikTok: @thebriefingpod Instagram: @thebriefingpodcast YouTube: @TheBriefingPodcast See omnystudio.com/listener for privacy information.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
Shein = Schnäppchen? Fevro +25% nach Google-Deal. Aktivist bei Air Liquide. Alstom zu langsam.

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Sep 2, 2026 16:37


Hier gibts Infos zum Festgeld-Angebot von Scalable. Anleiherenditen und Ölpreise belasten. Fervo Energy liefert Google Strom. Anthropic schließt 35-Mrd.-Deal mit Lambda. Medtronic hebt Prognose. Novartis punktet mit MS-Studie. Elliott kauft sich bei Air Liquide ein. GoPro neue Meme-Aktie? Shein (WKN: A42HBS) ist beim IPO in Hongkong zwischenzeitlich um 10% gefallen. 2022 war die Schnäppchenplattform noch 100 Mrd. $ wert, jetzt nur 25 Mrd. $ Umsatzwachstum bei 1%, Zölle steigen, Temu drückt. E-Commerce-Expertin Karo Junker de Neui ordnet ein. Alstom (WKN: A0F7BK) hat Aufträge für fünf Jahre Umsatz. Trotzdem 30% Kursverlust seit Jahresbeginn. Projekte verspäten sich um Jahre, Bombardier-Altlasten kosten Milliarden. Neuer CEO setzt jetzt auf Qualität statt Wachstum. Diesen Podcast vom 02.09.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

21.FIVE - Professional Pilots Podcast
218. Can You Trust a Pilot on the Road?

21.FIVE - Professional Pilots Podcast

Play Episode Listen Later Sep 1, 2026 75:16


Max checks in from a musty Missouri hotel while earning his Light Sport Repairman certificate, and the guys detour through GA maintenance, Starbase, RTA wizardry, and the ongoing decline of 123.45 as a social network. Mailbag covers Sugar Alpha, Qantas' ultra-long-haul A350 plans, where Spirit's pilots and traffic may have landed, and whether 21.Five needs a Discord server. In Flight Advice, Dylan and Max tackle the stereotype that pilots are destined to cheat—and how couples can build trust, recognize real red flags, and keep the hotel-bar lifestyle from becoming a relationship MEL. Mentioned in this episode: Land or Go Around: https://www.instagram.com/land_or_go_around/ Temu-style quadcopter video: https://www.youtube.com/watch?v=bUkvDe0x47A&t=15s Husk.irl AI troll account: https://www.facebook.com/profile.php?id=61577492686970 Show Notes 0:00 Intro & AMP Training 12:16 Networking In The Sky 17:22 Max's Musings: Overnights in Harlingen 21:53 News: Allegiant Contracts & Ebola 24:11 Listener Reviews & Comments 28:29 Mailbag 43:03 Flight Advice: Cheating Stigma 57:36 Temu Quadcopter?!? Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more.   Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.

Kassensturz
Temu, Shein & Co. – Der wahre Preis von Billigware

Kassensturz

Play Episode Listen Later Sep 1, 2026 36:15


Ausgebeutete Wanderarbeiter, unerlaubte Inhaltsstoffe, grosser Preiskampf – «Kassensturz» besucht Temu-Fabriken in China, testet Produkte und nimmt die neue Verkaufsstrategie der Online-Plattform in Europa unter die Lupe. Temus neue Verkaufsstrategie – Schweizer Absender auf dem Etikett Der Onlineriese Temu drängt mit einem «Local-to-Local»-Modell auf den Schweizer Markt: Schweizer Händler sollen schneller und direkt an Konsumentinnen in der Schweiz liefern – und so das Image aufpolieren. Doch die Skepsis ist gross: Der Handelsverband warnt im «Kassensturz» vor Marktverdrängung und Haftungsrisiken. Schweizer Partner stehen unter Druck: Temus Algorithmus drängt zu drastischen Preissenkungen. Und bei zu später Lieferung drohen Strafzahlungen. Test «Kosmetik aus China» – Allergie-Alarm bei Schönheitsprodukten Ob Kinderschminke, Henna, Nagellack oder Haarfarbe: Kosmetik von Billig-Onlineshops können gesundheitsgefährdend sein. Das zeigt die Stichprobe von «Kassensturz» und dem Kantonslabor Basel-Stadt. Alle getesteten Produkte von Temu, Shein, Aliexpress oder Fruugo fallen durch. Sie enthalten verbotene Stoffe, massiv überschrittene Grenzwerte oder falsche Deklarationen. Eine Dermatologin schätzt ein und warnt vor Allergien, Hautschäden oder Schlimmerem. China-Schnäppchen – Wer zahlt die Zeche für Waren von Temu & Co.? Extremer Preiskampf, ausgebeutete Wanderarbeiter, unerlaubte Inhaltsstoffe – Die «Kassensturz»-Reportage aus China zeigt, wie das Land zur «Fabrik der Welt» wurde: Eine Stadt spezialisiert sich auf ein Produkt, von Ramsch bis Luxus. Wie zum Beispiel die Pinsel-Metropole Luyi: Mehr als 60 Prozent der Weltproduktion an Kosmetikpinsel kommt von dort. Oder die Gegend um Shantou, die sich auf Spielzeug spezialisiert hat. Ohne ausreichende Qualitätskontrolle landet das Billigste vom Billigen dann auf Onlineplattformen wie Temu & Co. Und Konsumentinnen und Konsumenten – in der Schweiz und auf der Welt – bekommen, was sie bezahlen.

No Special Characters
NSCP 199 | TEMU HEISENBERG

No Special Characters

Play Episode Listen Later Sep 1, 2026 75:41


We kick off todays episode we kick it off with AI, and it won its latest battle with me, upon looking for a new IG thirst trap that wasn't a thirst trap. AI made me feel self conscience for the first time in a long time. It took a picture i uploaded and made me look like an adonis and I KNOW I DON'T LOOK LIKE THAT… So yeah I am in the gym now. But I got my confidence back like Stella, this girl spun the block on I and i was like MEEEEE!?!?!?!?!?!?!? I mean if you're down in dump why not choose me, seems logical. Then I did some retail therapy and some trolling to help me get through life and I loved it, I wanted to bottle gypsy tears.( 00:00 - 18:06 )In the movie review section we talk about film movies and other things and give the worse takes.  This week we're not critiquing  a movie, n=but a video game trailer. “ GTA 6” trailer dropped and i must say I was not impressed. I didn't need all this build up for a GTA game its the same thing every time but I digress. I am just saying this to troll the people that read this description and hear something completely different. ENJOY!!!!( 18:07 - 30:31 )I then jump into The Cool Report  where we discus the devastation in Nepal, and seeing all the footage was really crazy, AI could not recreate that catastrophe. Speaking of more disaster, Floyd Mayweather opens a legal firm and he needs to sue whoever told him to read the cards to inform us of this, huge misstep if you ask me, but i am just a normie. Next topic we talk about is Florida man and he is back in the news once again, Temu Heisenberg was wilding out here with sippy cups. ( 30:32 - 54:38 )We then step into a segment where the listeners ask me 3 questions about myself or just randomness.  A character wants to why am I using Dolly for views and bot go boy do i let them have it. Than we talk Druski and how I feel this last step was a stumble for me, it didn't sit right with me, I know of all people who am I to point a finger. From there another character was being a creepy checking out my likes, like i am the gf, if y'all don't SMD not literally, I do not consent.( 54:39 - 01:03:40 )Then we have 2 fans ask us a questions for PTL where we get asked the tough questions where we place ourselves in their shoes. A lover submits a question about  being turned into a cuckadoodle-doo in something he accidentally planned. By how the turntables have tabled. Another lover is mad at a generous host because she thought she was pulling a fast one now knowing she as dealing with an assassin. Bot fun topics, i know y'all would enjoy( 01:03:41 - 01:13:33 )THE FINThanks to everyone that shows us love and wish y'all the best on the journey called life. ( 01:13:34 - 01:15:41 )please continue to like, share, comment and subscribe. Also check out my friend @acgwipeout on youtube and instagram.PEACE OUT!!!! For questions to be answered on Part time lover please email @nospecialcharacterspod@gmail.comTIME CODEMUSIC INTRO/ WHAT'S NEW - 00:00MOVIE REVIEW - 18:07THE COOL REPORT - 30:32ASK ME A QUESTION - 54:39PART TIME LOVER - 01:03:41OUTRO - 01:13:34

Aujourd'hui l'économie
Fast fashion: introduction en bourse compliquée pour Shein

Aujourd'hui l'économie

Play Episode Listen Later Sep 1, 2026 3:08


Après deux tentatives avortées sur les places de New York et Londres, le géant chinois Shein a finalement fait son entrée en bourse à Hong Kong. À peine introduit, le titre perdait près de 10% de sa valeur alors que le modèle qui a fait l'énorme succès de cette plateforme est de plus en plus contesté. Sur le papier, l'introduction de Shein est un succès : 1,46 milliard de dollars levés, pour une capitalisation boursière autour de 22 milliards de dollars. Mais c'est près de quatre fois moins que la valeur estimée de l'entreprise en 2022, quand la pandémie avait propulsé les sociétés de e-commerce au sommet de la fast fashion. À l'époque, Shein était en pleine ascension : en Europe et aux États-Unis, on s'arrachait ses vêtements tendance fabriqués en Chine et vendus à des prix dérisoires. Shein a d'ailleurs d'abord cherché à être cotée sur les places boursières américaines. Face aux critiques sur les conditions de travail dans ses usines, aux soupçons de travail forcé, au lobbying des compagnies occidentales dénonçant la concurrence déloyale de ces produits made in China déferlant sur leur marché sans respecter aucune norme sociale ou environnementale, Shein a d'abord tenté de faire oublier ses origines chinoises en installant son quartier général à Singapour. Mais cela n'a pas suffi à faire échouer ses tentatives d'entrer en bourse d'abord à New York puis à Londres. À lire aussiLa plate-forme de vente de prêt-à-porter en ligne Shein s'apprête à faire son entrée à la Bourse de Hong Kong Des enquêtes en cours en Europe et aux États-Unis Quatre ans plus tard, Shein s'est rabibochée avec le Parti communiste au pouvoir à Pékin et assume ses racines en choisissant Hong Kong. Conséquence d'un climat qui s'est largement dégradé pour l'entreprise à l'étranger. Aux États-Unis, le retour de Donald Trump à la Maison Blanche a signé la fin de l'exemption douanière sur les petits colis de moins de 800 dollars. Dans l'Union européenne et au Royaume-Uni aussi, le régulateur a fini par prendre des mesures pour refermer la brèche dans laquelle s'était engouffrée Shein pour accaparer des parts de marché. Depuis le 1ᵉʳ juillet, l'UE impose ainsi une taxe de 3 euros par article sur chaque petit colis. En France, cette mesure a fait chuter les importations chinoises de 30 à 40 % d'après les douanes françaises. Si Shein est moins affecté que ses concurrents Temu ou AliExpress, ses ventes ont tout de même reculé brutalement de 15%. L'entreprise fait aussi l'objet d'investigations de l'autorité de la concurrence aux États-Unis, tandis que la Commission européenne enquête sur des allégations de vente d'armes et de poupées pédopornographiques sur sa plateforme. Shein risque une amende représentant jusqu'à 6% de son chiffre d'affaires mondial. À lire aussiFrance: Shein échappe à une suspension administrative mais pas aux poursuites judiciaires Le titre chute de près de 10% Ce contexte explique sans doute la méfiance des investisseurs. Ceux qui avaient misé les premiers sur l'entreprise ont d'ailleurs profité de cette introduction en bourse pour revendre leurs parts et récupérer leur mise : quelques heures seulement après l'ouverture du capital, le titre de Shein chutait déjà de près de 10%. Reste que les sommes levées devraient permettre à l'entreprise d'investir et de se diversifier. Maintenant que la faille douanière qu'elle a su si bien exploiter en Europe et aux États-Unis est en train de se refermer, Shein pourrait être tentée de se tourner vers d'autres marchés moins protégés, notamment dans les pays émergents.

WSJ What’s News
Profits Boom for America's Biggest Companies

WSJ What’s News

Play Episode Listen Later Aug 31, 2026 10:10


P.M. Edition for Aug. 31. The second quarter was a good one for S&P 500 companies. Per-share earnings soared 53% and many companies have raised their guidance. WSJ reporter Theo Francis explains what's propelling those gains. Plus, the Federal Trade Commission sues Amazon for allegedly manipulating prices for ads on its site—and making billions from merchants. And the Supreme Court allows President Trump to keep building his White House ballroom. Pierre Bienaimé hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Le Journal de l'Economie
Préparation du budget 2027, sanctions contre l'Iran et malus sur la fast fashion

Le Journal de l'Economie

Play Episode Listen Later Aug 31, 2026 11:30


Au sommaire :Les ministres se réunissent en séminaire pour préparer un budget difficile à la veille d'une présidentielle, avec notamment une réforme des arrêts maladie pour faire des économies.Les États-Unis mènent une double offensive contre l'Iran, avec des frappes militaires et de nouvelles sanctions économiques qui impactent durement l'économie iranienne.Un malus de jusqu'à 50% du prix de vente est instauré sur les produits des plateformes de fast fashion comme Temu et Shein, dans le but de limiter leur expansion.Les marchés financiers réagissent au discours du président de la Réserve fédérale américaine, qui annonce une politique monétaire plus restrictive.Le gouvernement français annonce un plan d'aide pour l'agriculture et un plan de relance à venir.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Le 13/14
Arrivée de Céline Dion à Paris, taxe sur les petits colis, CIA à Moscou : le journal de 13h00 du vendredi 28 août 2026

Le 13/14

Play Episode Listen Later Aug 28, 2026 26:30


durée : 00:26:30 - Le 13/14 - par : Jérôme Cadet - Deux semaines avant le début de son mois de concert à Paris, Céline Dion a atterri dans la capitale ce vendredi. L'Union européenne remporte une bataille dans la guerre réglementaire menée contre Shein, Temu, AliExpress et consorts. Et le patron des services secrets américains à Moscou. Vous aimez ce podcast ? Pour écouter tous les épisodes sans limite, rendez-vous sur Radio France

Bring Your Product Ideas to Life
Amazon Reimbursement Claims: Are You Owed Money?

Bring Your Product Ideas to Life

Play Episode Listen Later Aug 28, 2026 31:12


If you sell on Amazon, there's a chance you're missing out on money without even realising it.Lost inventory, invoice discrepancies, overbilling and fulfilment issues can all add up over time, but many sellers never spot them, let alone know they can claim the money back.In this week's episode, I'm joined by Liam from Threecolts to talk about Amazon reimbursement claims, how they work, what Amazon sellers should be checking, and why recovering lost revenue doesn't have to become another job on your to do list.We also explore marketplace expansion and how brands can grow onto platforms such as TikTok Shop, Temu and Walmart without creating unnecessary manual work.Whether you're an established Amazon seller or you're starting to think about expanding beyond your own website, this episode is packed with practical advice to help you make informed decisions and protect your profitability.Find Liam and the team here:Website: threecolts.comInstagram : threecolts_comLinkedin: https://www.linkedin.com/company/threecolts/posts/?feedView=allLET'S CONNECTFollow me on YouTubeFind me on InstagramWork with me Buy My Book: Bring Your Product Idea To LifeIf you enjoy this podcast, and you'd like to leave a tip, you can do so here: https://bring-your-product-idea.captivate.fm/supportMentioned in this episode:Amazon Made Easy is now openMy membership, Amazon Made Easy is now open. It's a membership for people who are selling on Amazon (or planning to) and want regular access to support, somewhere to ask questions and talk things through, and a bit of structure and accountability as they grow. Inside, there are live Q&A calls, optional co-working sessions and a small, supportive community. Find out more: https://vickiweinberg.com/membership membership

Jason & Alexis
FULL SHOW 8/24; Colleen read "Theo of Golden" so you don't have to, AITA: For not wanting to pay for my friend's boyfriend's dinner? Little Free Blockbusters, and Oura Ring woes

Jason & Alexis

Play Episode Listen Later Aug 24, 2026 125:21


Jason spent the weekend shucking corn with his family, dirty soda machines might be everywhere soon, Jason asks Colleen and Holly about Temu, and Colleen read "Theo of Golden" so you don't have to! Jason's big truck song and Colleen's fast car jingle, people are finding nasty things in their Ninja Creami but it might their own fault, AITA: For not wanting to pay for my friend's boyfriend's dinner? You've heard of Little Free Libraries, now you can visit a Little Free Blockbuster (as in video)!SCREEN QUEENS: Colleen visits the "Secret Mall Apartment" on Netflix, Jason and Holly continue to strut to Freeform's "Project Runway," and Jason checks out "Lanterns" on HBO. Colleen's Oura Ring may not be tracking her sleep like the thought it was, watch out, Jimothy -- Meemers is on your cute tail, and NatGeo's new documentary, "Lion" is a cute aggression-fest! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dom, Meg & Randell Catchup Podcast - The Edge
RADIO SHOW | 787 | Temu Alex Warren hits the spot!

Dom, Meg & Randell Catchup Podcast - The Edge

Play Episode Listen Later Aug 24, 2026 75:09


Clint, Meg and Dan kick off Tuesday’s 6am Breakfast with talk of truck drivers, lotto winnings, and a near “Night at the Museum” moment after accidentally staying past closing at MOTAT. The show dives into a global penis-length ranking where New Zealand places 16th, ahead of Australia, then covers Zara Larsson laughing onstage at a crowd choreography trend. They chat unusual fetishes after a Harry Potter actor earns money on OnlyFans with hair-focused content, take calls on weaponized incompetence in relationships, and check in with Swedish correspondent Sven about a condom recall in France. Other segments include Easy Money, The Impostor celebrity story debate, social media checks for a US trip, standout work perks, and an A/B/C-list ranking of Johnny Depp, Heath Ledger, and Cindy Crawford. 02:18 MOTAT After Hours Mishap 05:32 NZ Penis Rankings Reveal 09:30 Zara Larsson Crowd Chaos 11:38 First Call Kimmy Spotlight 15:35 Harry Potter OnlyFans Twist 19:09 Weird Fetishes and Earlobes 21:48 Listener Fetish Confessions 24:29 Easy Money Letter R 25:12 Ella Plays The Game 26:58 Weaponized Incompetence Debate 30:48 Texts And Callers Confess 34:11 Sven On Faulty Condoms 39:16 Canceled Concert Pivot 40:42 Hit The Spot Alex Warren 42:43 Unreal Work Perks 50:30 Easy Money Challenge 52:53 Impostor Setup 01:01:13 Social Media Visa Check 01:06:08 A Lister List Returns

DH Unplugged
DHUnplugged #814: The Doldrums

DH Unplugged

Play Episode Listen Later Aug 19, 2026 65:07


Oil Reserves taking a hit. Finally getting to the recent high profile earnings. Market Top Calls (again). ALL TIME HIGHS – Then some consolidation (then highs again). Situational Awareness Update. SpaceX Bounces… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Reserves taking a hit - Getting to the recent high profile earnings - Market Top Calls (again) Markets - ALL TIME HIGHS - Then some consolidation - Lets round out earnings - Situational Awareness Update - SpaceX Bounces... Etsy - Layoffs With Better Numbers - Etsy is cutting about 220 jobs, or 12% of its workforce. - Management said the cuts were not primarily about cost savings or AI. ----- CEO Kruti Patel Goyal stated the restructuring aims to simplify the organization, remove management layers, and speed up decision-making to better compete against massive rivals like Amazon, Temu, and TikTok Shop - Q2 revenue was about $668 million and core marketplace sales improved. - Etsy also authorized another $2 billion share buyback. - Comes after selling Depop to eBay for about $1.4 billion. Polysilicon - Tariffs Plus Price Floors - U.S. policy adds a 15% tariff and minimum import prices on polysilicon and solar products. - Goal is to protect domestic production from low-cost foreign competition. - U.S. share of global polysilicon capacity fell from about 50% in 2005 to under 2% in 2024. - First Solar and T1 Energy jumped on the announcement. ---- The same playbook - rinse and repeat Chipotle - Salmonella Returns - Minnesota officials linked a salmonella outbreak to jalapenos served at Chipotle. - Chipotle removed the affected pepper supply and switched growers. - Shares fell roughly 8%-10% as investors remembered the company's earlier food-safety problems. - This is on top of the lettuce situation with Sweetgreen- look at  STOCK CHART FOR SG Michael Burry - Calling a Major Top - Michael Burry says the market may be near a "major top." - Warned of the possibility of a 1987-style market drop. - He is short names including Nvidia, Palantir, Tesla and semiconductor stocks. - Main concern is stretched valuations and crowded trades unwinding quickly. - This may be the 100th top he has called since the GFC ---- NVIDIA TURNS GPUs INTO AN ASSET CLASS - Nvidia signed preliminary agreements with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion for AI infrastructure. - The Wall Street firms would create dedicated pools of capital to finance Nvidia-based data centers and compute infrastructure at what Nvidia calls attractive rates for customers. - Jensen Huang: “This is really the first time that technology chips have become an investable asset class.” Nvidia says the compute assets now generate revenue and can increasingly be financed like infrastructure. - Nvidia could backstop as much as 25% of individual investments on a case-by-case basis - potentially up to about $125 billion if applied across the full program. STRATEGIC PETROLEUM RESERVE BREAKS 300 MILLION - The Strategic Petroleum Reserve fell by 6.1 million barrels to 298.7 million barrels for the week ended Aug. 7 - below 300 million for the first time since January 1983. - The SPR started 2026 around 415 million barrels, meaning more than 100 million barrels have already come out this year as releases were used to offset disruptions from the Iran conflict. - The reserve's authorized storage capacity is roughly 714 million barrels, leaving current inventories at about 42% of capacity. - Oil on the rise last week Earnings and such Toyota - Big Buyback, Better Outlook - Toyota raised its annual operating-profit forecast 13%, helped by the weaker yen. - Announced a share buyback worth up to $6.3 billion. - Quarterly operating profit still fell 9%, hurt by China weakness and higher Middle East-related costs. McDonald's - Value Problem - U.S. same-store sales rose just 0.8%, below expectations and well below last year's 2.5% growth. - Management blamed weak execution of value promotions and fewer digital deals. (and probably because everyone is taking weight loss drugs - see above) - Lower-income customer traffic remains a major pressure point. - McDonald's is bringing back more digital offers and loyalty promotions to drive traffic. Eli Lilly - Weight-Loss Machine - Lilly crushed Q2 expectations as Mounjaro and Zepbound drove most of the growth. - Mounjaro sales hit $9.94 billion; Zepbound brought in $4.93 billion. - Raised 2026 revenue guidance to $85-$87 billion. - Verzenio, its major breast-cancer drug, remains one of Lilly's biggest non-obesity products. - Lilly continues widening its lead over Novo Nordisk in the obesity-drug market. Disney - Parks Keep Printing Money - Quarterly adjusted EPS rose 28% to $2.06, beating the $1.86 estimate. - Parks and experiences revenue increased 10% to nearly $10 billion. - Global park attendance grew 4%. - Disney is selling its 50% stake in A+E Networks to Hearst for an estimated $1.2 billion. Oil - OPEC Adds Barrels, Maybe - OPEC+ agreed to raise September production targets by another 188,000 barrels per day. - The increase completes the rollback of a 1.65 million-barrel-per-day supply cut dating back to 2023. (In other words - planned so not a surprise) - Actual supply remains constrained because several producers are already pumping below quota. - Any normalization around the Strait of Hormuz could suddenly make OPEC+'s additional barrels much more important. Berkshire Hathaway - Greg Abel Starts Spending - Q2 operating earnings rose 16% to about $13 billion. - Berkshire bought $23.5 billion of stocks and sold just $3.7 billion - its first quarter as a net stock buyer in 14 quarters. - Bought back $4.5 billion of Berkshire shares, versus only $235 million in Q1. - Cash dropped from roughly $380 billion to $365 billion as Abel starts putting the massive cash pile to work. - Important shift: Buffett is still chairman, but this is one of the clearest signs yet of how Greg Abel may allocate capital differently as CEO. Situational Awareness - Nearly Blows Up, Investors Want Back In - The fund lost 67% in July after leveraged AI bets collapsed and forced a major stock sale to Citadel. - Despite the blowup, Situational Awareness was still up about 80% for 2026 because of huge earlier gains. - Bloomberg says Silicon Valley investors are already asking to put more money into the fund. - Situational Awareness is currently telling prospective investors it is not accepting new capital. - The fund has also continued making large private investments even after the near-collapse. --- Most recent was a $400B ---- There is some talk that Citadel made out like a bandit on the rescue Mercedes AMG - The Car Literally Brands You - Two Mercedes AMG owners filed a class-action lawsuit claiming the metal AMG logo embedded in the seat becomes dangerously hot in the sun. - One driver says he suffered first- and second-degree burns, with a dermatologist describing the injury as "AMG inscribed." - The lawsuit wants Mercedes to cover damages and remove the metal logos from affected vehicles. - Hard to beat this one: pay AMG money and get the logo branded into your back. Europe's Drought - History Starts Popping Out - Extreme drought and low river levels are exposing things that have been underwater or hidden for decades or centuries. - In Serbia, sunken German World War II warships have reappeared in the Danube. - In Britain, dry ground revealed outlines of medieval buildings; mammoth remains and ancient structures have also surfaced elsewhere. - Serious drought story, but visually one of the strangest side effects of the summer. Golden Toilet - $6 Million Flush - The 18-carat gold toilet was ripped out of Blenheim Palace in a five-minute raid and has never been recovered - but there is a conviction. - Prosecutors used phone data, forensic evidence and planning activity to link the gang to the theft. - One defendant had cased the palace beforehand and photographed entry points; another man had already pleaded guilty and admitted helping move the stolen gold. - Prosecutors believe the 98-kilo toilet was quickly cut up or melted down and sold as gold. - So the conviction was based on evidence of the robbery and disposal - not on recovering the actual toilet. Final Follow Up SpaceX - Space Junk Smashes Into the Moon - A dead SpaceX Falcon 9 rocket stage crashed into the moon at about 5,400 mph after drifting through space since January 2025. - The roughly 4-ton, school-bus-size object kicked up a lunar dust plume that astronomers detected from Chile. - The impact was accidental - solar activity and gravity gradually pushed the abandoned rocket stage onto a collision course. - NASA and SpaceX are now discussing ways to prevent future lunar crashes as more hardware heads toward the moon. - NEED Space garbage Trucks - something we have discussed on show for years (see next) Space Garbage Trucks - This Is Becoming a Business - Astroscale is building spacecraft designed to inspect, capture and remove dead satellites and other orbital debris. - Its ADRAS-J mission demonstrated close approach and inspection of a large piece of existing space junk - a key step before actually grabbing and removing debris. - ClearSpace is developing similar debris-removal spacecraft, including missions designed to rendezvous with and capture abandoned rocket hardware. - The business model is basically orbital towing: governments and satellite operators pay to remove dangerous junk or service aging spacecraft. - With tens of thousands of tracked objects already in orbit, "space sanitation" could become a real infrastructure business.   Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter