Podcasts about Thesis

Industrial Talk is onsite at PowerGen 2025 and talking to Buddy Lee, Artificial Intelligence SME at Mesa Associates about "AI and Asset Management". Scott MacKenzie hosts an industrial podcast from Power Gen in Dallas, Texas, celebrating industry professionals and discussing innovations. Buddy Lee from Mesa Associates, an AI subject matter expert, shares his background in electrical engineering and reliability engineering. Buddy discusses the application of AI in asset management, particularly in detecting anomalies and predicting failures in industrial machinery. He highlights the importance of having a good data set for AI models, emphasizing the need for accurate and reliable data. Buddy also touches on the cultural challenges of implementing AI in industrial settings and the potential for AI to improve operational efficiency and reduce maintenance costs. Action Items [ ] Reach out to Buddy Lee to discuss further details on Mesa's AI-powered asset management solutions. [ ] Explore opportunities to instrument industrial equipment and collect relevant sensor data for AI/ML model development. [ ] Assess current maintenance practices and failure modes to determine if an FMEA-based AI approach could provide value. Outline Introduction and Welcome to Industrial Talk Podcast Scott MacKenzie introduces the Industrial Talk Podcast, emphasizing its focus on industry professionals and their innovations. Scott welcomes listeners to the platform, highlighting the importance of industry professionals in solving global problems. The podcast is broadcasting from Power Gen in Dallas, Texas, showcasing the latest innovations in the power generation industry. Scott mentions the excitement of the event and the opportunities to explore new technologies on the show floor. Introduction of Buddy Lee and His Background Scott introduces Buddy Lee from Mesa Associates, who has previously been a guest on the show. Buddy shares his background, mentioning his education at the University of Tennessee and Carson Newman College. Buddy discusses his degrees in church music, electrical engineering, MBA, and Masters of Engineering in reliability engineering. Scott notes Buddy's enthusiasm for Tennessee and his support for the University of Tennessee's football team. Discussion on Power Generation and AI in the Industry Buddy talks about his positive experience at the Power Gen conference, highlighting the technical information and new equipment available. They discuss the advancements in small modular reactors and AI in the hydro industry. Scott and Buddy touch on the role of AI in driving power demand, particularly in data centers. Buddy explains his role as the AI subject matter expert at Mesa Associates, focusing on industrial applications. Buddy's Thesis on AI Models and Data Sets Buddy shares his thesis on using AI models with limited data sets, specifically vibration analysis from a paper machine. He explains the process of comparing AI models to human analysts using a seven-year database of vibration data. Buddy highlights the accuracy of five AI models in predicting bearing failures, achieving 95% accuracy. Scott and Buddy discuss the differences between large language models and small data sets in AI applications. AI Applications in Industrial Asset Management ...

Marty sits down with James Check to discuss the game of chicken being played between the US and China.James on Twitter: https://x.com/_Checkmatey_Checkonchain: https://charts.checkonchain.com/Newsletter: https://newsletter.checkonchain.com/0:00 - Intro0:36 - Tariff bomb6:32 - Recession incoming9:30 - Fold & Coinkite11:08 - Yen/dollar devaluation game of chicken15:33 - Gold and Bitcoin's price floor25:02 - Unchained Event25:27 - Bull case is more likely34:15 - Thesis meeting reality43:51 - Bitcoinization of finance46:59 - Bessent reset54:26 - Closing monologueShoutout to our sponsors:Foldhttps://tftc.io/foldCoinkitehttps://coinkite.comUnchainedhttps://unchained.com/tftc/Join the TFTC Movement:Main YT Channelhttps://www.youtube.com/c/TFTC21/videosClips YT Channelhttps://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQWebsitehttps://tftc.io/Twitterhttps://twitter.com/tftc21Instagramhttps://www.instagram.com/tftc.io/Nostrhttps://primal.net/tftcFollow Marty Bent:Twitterhttps://twitter.com/martybentNostrhttps://primal.net/martybentNewsletterhttps://tftc.io/martys-bent/Podcasthttps://www.tftc.io/tag/podcasts/

Thank you to our sponsors: Earnin: Download EarnIn today in the Google play or Apple app store. When you download the EarnIn app type in Gin under PODCAST when you sign up – it'll really help the show. Gin under PODCAST. Subject to your available earnings, Daily Max and Pay Period Max. See https://EarnIn.com/TOS for details. EarnIn is a financial technology company, not a bank. Bank products are issued by Evolve Bank & Trust, Member FDIC. ZocDoc: Stop putting off those doctors appointments and go to https://www.Zocdoc.com/GJ to find and instantly book a top-rated doctor today. Alloy: Get your Alloy prescription today. Visit https://myalloy.com/GJ today for $20 off your first order! #AgeGracefully Timestamps: Long Story Short - 2:17 Pop The Trunk - 27:06 Mel Takes TV - 50:10

In this episode of Beyond the Thesis with Papa PhD, host David Mendes is joined by Isabelle Koller, an assistant professor at VU Amsterdam and the founder of NextMinds. Isabelle shares her passion for helping early career researchers navigate the complexities of academia, from enhancing their well-being during their PhDs to planning the next steps in their careers. Throughout the conversation, Isabelle and David explore the challenges facing PhD students, particularly as they look to transition into industry or other sectors beyond academia. They talk about the importance of starting career exploration early, the value of networking, and practical tips for making a successful leap into post-PhD life. Whether you're a PhD student or someone guiding researchers, this episode is packed with insights on how to approach career development strategically and thoughtfully. Isabelle is Assistant Professor at VU Amsterdam, founder and CEO of NextMinds, certified coach and active writer.She is passionate about helping early-career researchers navigate academia - from increasing their well-being during their PhD to preparing the next steps of their career. What we covered in the interview: ⌚ Start Early: Seek career guidance as early as possible in your PhD journey to avoid the pitfall of going blind into the job market. You should make use of all resources possible to to prepare for the diverse opportunities available. Start by taking stock of what your program offers you.

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach. Known for its gaming headsets and peripherals, Turtle Beach is at the center of a compelling capital allocation story. Marc outlines why the company's recent PDP acquisition, aggressive buyback strategy, and positioning ahead of the Nintendo Switch refresh and GTA VI release create a rare opportunity. He also breaks down the company's corporate turnaround, supply chain adjustments, and potential paths to a strategic or private equity exit. If you're following gaming or capital discipline stories, this one's for you.______________________________________________________________________[00:01:29] Marc Chalfin shares an update on Groupon and transitions to Turtle Beach[00:02:23] Introduction to Turtle Beach's business model and market share in gaming peripherals[00:03:58] Market size, product dominance, and recent analyst coverage[00:05:46] Chalfin discusses the history of Turtle Beach, Donerail's involvement, and management changes[00:10:01] Operational struggles from supply chain issues and lack of gaming software[00:11:30] Strategic acquisition of PDP and importance of Nintendo licensing[00:13:03] Financial upside: EBITDA expansion potential, buybacks, and capital structure[00:16:38] Addressing the commoditization concern in gaming hardware[00:18:02] Peer comparisons with Logitech and Corsair[00:20:20] Philosophy on capital allocation and shrinking the share count[00:23:09] Tariff headwinds and Turtle Beach's supply chain response[00:25:28] Catalysts: Nintendo Switch refresh and GTA VI as revenue drivers[00:27:34] Chalfin explains the buyback slowdown and loan covenants[00:29:53] Long-term guidance and thoughts on sustainable revenue growth[00:31:21] Endgame scenario: strategic sale or private equity exit[00:36:28] Risks: liquidity and execution on buybacks[00:40:11] Timing of potential buybacks and views on tender offer strategy[00:43:27] Closing thoughts on alignment with management and capital return strategyLinks:Windward Capital: https://www.windwardmg.com/See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In diesem Podcast erwarten euch neben aktuellen Nachrichten auch regelmäßige Deep-Dives zu Aktien aus dem Nano-, Micro- und Small-Cap-Bereich. Dabei werden wir auch regelmäßig interessante Gäste aus diesem Bereich einladen und in "Break the Thesis" kritische Fragen stellen.Unser Ziel ist es, alle relevanten Informationen zur Verfügung zu stellen, damit sich jeder ein eigenes Bild machen kann.#49 - Portfolio Quartalsupdate Q1 2025Während die Welt gerade über Crash, Zölle und Rezession redet, wollen wir es uns dennoch nicht nehmen lassen, Einblick in unser abgelaufenes Börsenquartal zu gewähren. Martin hat seit dem letzten Quartal sein Depot stark überarbeitet und entschlackt. Christian hat vor allem den Zollcheck für seine Aktien durchgeführt und auch die Rezessionsängste bei seinen dafür anfälligsten Aktien einfließen lassen.⚠️ Disclaimer: Dieser Podcast ist ausschließlich zu Informations- und Unterhaltungszwecken gedachtund stellt weder eine Anlageberatung noch eine Aufforderung zum Kauf/Verkauf von Aktien dar.Weitere ausführliche Informationen hierzu unter: https://www.hiddenreturns.eu/about

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY). Adam originally laid out a bold thesis in early 2024 that Vistry's transition to a pure-play partnerships business could mirror the NVR success story. But after a string of profit warnings and a collapsing share price, listeners wanted answers. Adam walks through what went wrong, why the company's current valuation doesn't match its fundamentals, and why David Capital doubled its position. The discussion probes management credibility, capital allocation, and how UK government policy is now aligning with Vistry's strategy.______________________________________________________________________[00:00:00] Intro and sponsor message for upcoming AI & finance webinar [00:00:40] Andrew welcomes Adam Patinkin for a follow-up discussion on Vistry [00:01:29] Context and disclaimer before discussing UK-listed stock Vistry [00:02:18] Adam gives a quick overview and update on Vistry's journey in 2024 [00:02:58] Explanation of David Capital doubling their position in Vistry [00:03:59] The original investment thesis in Vistry: value plus catalyst approach [00:04:51] Breakdown of Vistry's two segments: partnerships vs. housebuilding [00:06:58] Thesis: Transition to a pure-play partnerships business [00:08:34] Discussion on profit warnings and their impact on investor sentiment [00:10:13] Details of Vistry's missteps and housebuilding write-downs [00:12:29] Analysis of the market's reaction to one-time losses [00:15:29] Third warning due to delayed land sales and management's response [00:16:34] Clarification of misunderstandings around ongoing losses [00:17:57] Adam frames the four-part thesis and which parts still hold [00:19:09] Reaffirmation of medium-term targets for partnerships [00:20:54] Discussion on pace of housebuilding exit and management's actions [00:23:34] Ongoing share buybacks and potential for expansion [00:24:37] Breakdown of customer segments in the partnerships business [00:26:19] UK government's budget and policy impact on affordable housing [00:31:14] Overview of supportive labor government housing initiatives [00:35:05] Cash flow expectations from capital employed reduction [00:36:29] Valuation commentary and mispricing opportunities [00:37:54] Assessment of credibility and investment upside [00:41:51] Discussion on net debt figures and transparency [00:43:40] Capital structure comparisons with other builders [00:46:21] Considerations around lower buybacks vs. future flexibility [00:49:10] Why Vistry still represents compelling value despite concerns [00:52:08] Differentiating Vistry from UK housebuilder peers [00:55:05] Clarification of the NAV not falling due to deferred land sales [00:57:21] Framing margin of safety by cash flows rather than asset base [00:59:54] Summary of company positioning, tailwinds, and outlook Links:Daloopa Webinar: daloopa.com/yavwebinarDavid Capital: https://davidpartners.com/See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

In this episode, James and Robby revisit the question that started it all: What is fitness? Their discuss and debate the 7 main theses about fitness listed below Thesis 1: Defining fitness in the abstract is not that difficult. The real or the major question relates to how we implement fitness today Thesis 2: Fitness is not just solely a means to an end (like money) nor is it a pure end in itself (like happiness)Thesis 3: The environment is the central determining factor in the participation of the fitness, and this has massive implications for what we should do going forward in the present day worldThesis 4: The environment of hyperabundance is not going away, and it's only increasingThesis 5: The principles of fitness need to reinterpreted in every age and era, including ours, in a way that makes them accessible in our actual lived situation. Thesis 6: While certain forms as practiced today could be considered folly, there are plenty of forms of fitness today that are not folly. Furthermore, this may be the very first time in human history that the choice to engage in fitness involves any sort of virtue.·Thesis 7: Fitness is necessary but not sufficient for an optimal life, especially in the modern world

UI Extension studies economics of leaving straw in fields

In diesem Podcast erwarten euch neben aktuellen Nachrichten auch regelmäßige Deep-Dives zu Aktien aus dem Nano-, Micro- und Small-Cap-Bereich. Dabei werden wir auch regelmäßig interessante Gäste aus diesem Bereich einladen und in "Break the Thesis" kritische Fragen stellen.Unser Ziel ist es, alle relevanten Informationen zur Verfügung zu stellen, damit sich jeder ein eigenes Bild machen kann.#48 - The Platform Group ($TPG.DE) mit Dr. Dominik Benner + Update FitLife Brands ($FTLF) & Sow Good ($SOWG)Die Platform Group $TPG.DE ist nun bereits zum dritten Mal innerhalb kürzester Zeit bei uns im Podcast. Nach unseren zuletzt kritischen Tönen gegenüber dem Unternehmen hat sich CEO Dr. Dominik Benner bei uns gemeldet und wollte sich im Podcast unseren kritischen Fragen stellen. Wie er sich dabei geschlagen hat, könnt ihr nun selbst beurteilen.Sow Good $SOWG hatte zuletzt einen schweren Stand bei uns. Die Aktionäre haben sich unserem Empfinden nach zu Recht in die Irre geleitet gefühlt. Die Umsätze sind rasant gefallen – bei einer durchaus hohen Kostenstruktur. CEO Claudia Goldfarb präsentierte im Earnings Call einige neue Vorschläge und Entwicklungen, die den Investierten jedoch offenbar erneut nicht geschmeckt haben.FitLife Brands $FTLF war eine der Aktien, bei der wir unsere Meinung einmal komplett gedreht haben. Die Qualität des CEOs gab am Ende den Ausschlag dafür. Ein Jahr nach der Vorstellung schauen wir noch einmal auf unsere damaligen Bedenken zurück und gewähren einen Ausblick auf die Zukunft – denn mittlerweile finden wir sie wieder ganz interessant.⚠️ Disclaimer: Dieser Podcast ist ausschließlich zu Informations- und Unterhaltungszwecken gedachtund stellt weder eine Anlageberatung noch eine Aufforderung zum Kauf/Verkauf von Aktien dar.Weitere ausführliche Informationen hierzu unter: https://www.hiddenreturns.eu/about

The tutoring sessions across the provided excerpts consistently focused on guiding students through the crucial data collection phase of their thesis research. Several overarching themes and pieces of advice emerged:* Emphasis on Triangulation: A fundamental principle emphasized in almost every session was the importance of collecting data from multiple sources: observations, interviews, and documents [e.g., 28, 63, 166]. This triangulation is essential for robust and credible findings.* Alignment with Research Questions and Literature Review: Students were repeatedly reminded to ensure that their data collection efforts were directly aligned with their specific research questions [e.g., 50, 63, 153] and grounded in their literature review [e.g., 75, 111, 160]. They were advised to revisit their literature reviews, identify key terms and concepts [e.g., 66, 111, 160], and use these to guide their observations and interview questions [e.g., 75, 114].* Strategic Data Collection: The tutors stressed the need for a systematic approach to data collection. This involved planning and conducting focused interviews [e.g., 54, 114], taking detailed observation notes [e.g., 65, 71], and actively pursuing relevant documents [e.g., 28, 32, 63, 74, 166] such as lesson plans, syllabi, and student work.* Iterative Process and Flexibility: Data collection was presented as an iterative process of collecting, analyzing, and adapting [e.g., 52, 171]. Students were encouraged to review their collected data regularly to identify gaps, refine interview questions, and adjust their observation focus. Flexibility and proactive problem-solving were also emphasized [e.g., 104, 173].* Time Management and Deadlines: With the April 16th deadline for data collection approaching, effective time management and maximizing observation opportunities were consistently highlighted [e.g., 37, 104, 116, 159].* Preparation for Analysis and Writing: While the primary focus was on data collection, the tutors also provided preliminary guidance on preparing for data analysis (e.g., considering coding) and starting to think about the structure of the method section [e.g., 147, 148] and future writing stages [e.g., 150].* Utilizing Feedback and Resources: Students were directed to utilize the feedback provided during tutoring sessions [e.g., 129, 156], review recap videos [e.g., 38, 57, 138, 152, 174], and explore resources like Notebook LM for summarizing and gaining new perspectives on their work [e.g., 39, 57, 138, 152, 175].* Importance of Appendix: Students were instructed to include blank copies of their research instruments (consent forms, interview guides, observation sheets) in the appendix of their thesis document [e.g., 75, 106, 118, 140, 161].Insights for Proceeding Further During the Next Week (Concluding April 16, 2025):Given that the data collection phase is nearing its end (April 16th), students should prioritize the following actions based on the recurring advice from their tutoring sessions:* Finalize Data Collection: This is the last full week for collecting data before the suggested cut-off around April 11th or the firm deadline of April 16th. Students must maximize their remaining observation hours and conduct any planned final interviews [e.g., 37, 104, 159]. Proactive communication with teachers to schedule and confirm these sessions is crucial [e.g., 157, 173].* Secure Outstanding Documents: Any pending documents (lesson plans, syllabi, worksheets, etc.) are vital for triangulation. Students should make a concerted effort to obtain these materials this week [e.g., 74, 126, 168], following up with teachers and school administrators as needed [e.g., 169, 173], while being mindful of their time and communication preferences.* Review and Consolidate Collected Data: Students should dedicate time to review all the data they have gathered so far (observation notes, interview transcripts or notes, and documents) [e.g., 52, 170]. This review will help them identify any remaining gaps in their data, ensure they have sufficient information to address their research questions, and potentially refine their focus for any final data collection activities.* Reflect on Alignment with Research Questions and Literature: As they review their data, students should actively reflect on how the collected information aligns with their research questions and the key concepts discussed in their literature review [e.g., 75, 160]. Noting these connections will be essential for the analysis phase. If they identify areas where the data seems inconsistent with their theoretical framework, they should make note of this for further exploration in their analysis.* Organize and Prepare for Analysis: While formal coding might begin later, students can start organizing their data in a systematic way (e.g., by research question, by participant, by theme). Reviewing the resources on coding mentioned in some sessions [e.g., 22, 24, 158] might be beneficial to start thinking about potential analytical approaches.* Finalize Appendix Items: Ensure that the appendix section of their thesis document includes blank copies of all the instruments used (informed consent, interview guides, observation sheets) in a clear and organized manner [e.g., 75, 106, 118, 140, 161].* Utilize Available Feedback: Students should take the time to review any recent feedback received from their tutors, especially regarding writing quality and data collection strategies [e.g., 41, 129, 176]. Implementing relevant suggestions can improve their work and prepare them for the next stages.* Prepare for the April 16th Whole Group Session: Keeping in mind that the April 16th session may focus on data analysis and potentially the method section [e.g., 22, 24, 117, 147, 158], students should come prepared with a good understanding of the data they have collected and any initial thoughts on how they might analyze it.By focusing on these key actions in the final week of their primary data collection period, students can position themselves well for the subsequent stages of analysis and writing. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit benjaminlstewart.substack.com

Gm! This week Shayon Sengupta joins the show to discuss a recent research report published by Multicoin Capital on Jito. We deep dive into the Jito thesis, token buybacks, why MEV drives L1 value accrual & more. Enjoy! Link to the Jito (JTO) Asset Report: https://x.com/shayonsengupta/status/1896994763842445423 -- Follow Shayon: https://x.com/shayonsengupta Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:11) The Jito Thesis (07:01) Token Buybacks (14:17) Token Value Accrual (21:38) Jito's Impact On Solana (37:07) Firedancer (42:16) Jito Restaking (47:11) Why MEV Drives L1 Value -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

On today's episode of the Candice Malcolm Show, Candice is joined by Northern Perspective's Tanya and Ryan! The three discuss the first week of the election campaign and how Pierre Poilievre seems to have the momentum on his side. They talk about the National Post BOMBSHELL report outlining Mark Carney's plagiarism scandal and his bizarre and divisive statement that our relationship with the U.S. is “over.” For Fake News Friday, Candice outlines how the CBC and legacy media are deceiving Canadians to worry about President Trump and outlining how the latest tariff news is being overblown. Finally, Candice, Ryan and Tanya discuss the issue of immigration – how the Trudeau Liberals broke the system, how mass migration has divided Canadians and pitted us against one another, and how to meaningfully fix the system and unite Canadians once again. You can watch the Northern Perspective on YouTube: https://www.youtube.com/@northernperspective00 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the second episode of Papa PhD Gold! In this riveting conversation, we have the pleasure of delving into the world of gig workers with Professor Sue Ashford from the University of Michigan, as she shares her insightful research on how these workers maintain their identity and vitality in a professional world full of uncertainties. Sue introduces us to the four key connections that experienced gig workers build to manage anxieties and thrive in their careers. This includes building supportive networks of peers or mentors, creating inspiring workspaces, identifying meaningful purposes for oneself, and establishing sustainable routines. Each of these connections plays a crucial role in sustaining creativity, productivity, and mental well-being amidst the challenges of independent work. And that is why it applies to you as a scientist. Whether you're a gig worker, an academic, or simply curious about the dynamics as an independent professional, this episode is sure to offer you valuable perspectives and actionable takeaways. Come along and dive in! Sue Ashford is the Michael and Susan Jandernoa Professor in the Management and Organizations group at the University of Michigan, Stephen M. Ross School of Business. She has previously taught at the Tuck School of Business at Dartmouth College and received her MS and Ph.D. degrees from Northwestern University.Sue's passion is using her teaching and research to help people to be maximally effective in their work lives, with an emphasis on self-leadership, proactivity, personal growth, and leadership and its development. Her teaching at the Ross School currently focuses on the executive MBA program (negotiation) and several short-term executive education programs (leadership, change, growth). She also teaches regularly in the Leading Women Executives program of the Corporate Leadership Center and for various companies. Key take-home messages: Building Connections: Sue Ashford emphasizes the importance of connecting with people who elevate and encourage you. Whether it's a mentor, a writing group, or your spouse, these connections serve as a support system, keeping you on track and affirming your path.Creating a Space for Success: The place where you work can profoundly impact your productivity and mindset. Sue shares stories of various professionals who have tailored their workspaces to boost focus and creativity, turning their immediate environments into sources of inspiration.Finding Purpose: Understanding why you engage in your work can help you overcome the challenges of an independent career path. Sue shares her personal story of perseverance, driven by a desire to share wisdom and make an impact.Establishing Routine: If we consider routines as the "warden of accomplishment", adopting consistent habits, such as setting daily intentions and defining weekly rhythms can support us in maintaining focus and achieving our goals.Why Listen? Sue Ashford's interview reminds us that while the path of gig work can be fraught with anxiety, intentional actions focusing on connection, space, purpose, and routine can build a solid foundation for a fulfilling career.Connect with Us: Have thoughts about this episode? Want to recommend a guest for us to interview? Share your voice with us! Visit speakpipe.com/papaphd to leave a voice note. We value every piece of feedback and look forward to featuring some in future episodes.Tune In: Don't miss this insightful conversation aimed at helping you redefine your path Beyond the Thesis. Subscribe to Papa PhD on your favorite podcast platform, and join us next week for another inspiring episode!P.S.: We'd love to hear your thoughts on this episode. How do you apply these principles in your work life? Share with us on our social media channels or reply directly to this email! This episode's links: Sue Ashford | WebsiteThe Power of Flexing | BookAgony And Ecstasy in the Gig Economy | Ar...

Kyle Reidhead is Co-Owner & Head of Research at Milk Road, a leading crypto investing media company, and Founder of Impact3, a crypto-native marketing agency helping top protocols and brands in crypto grow.In this conversation, we discuss:- Current market sentiment - short-term pain for long-term gain- The market isn't as bad as it seems- The USA needs to refinance their trillions of debt and they want lower interest rates- Trump is trying to cause a fake recession- "The Fat App" thesis- All the L1s are lowering their prices- Analyzing the business cycle- Kyle's thesis around Coinbase becoming a trillion-dollar company by 2030- DeFI- AI agentsMilk RoadWebsite: milkroad.comX: @MilkRoadDailyInstagram: @milkroaddailyKyle ReidheadX: @KyleReidheadLinkedIn: Kyle Reidhead  ---------------------------------------------------------------------------------  This episode is brought to you by PrimeXBT.  PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.   PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions.  Code: CRYPTONEWS50  This promotion is available for a month after activation. Click the link below:  PrimeXBT x CRYPTONEWS50

Today, we break down building your real estate investment fund thesis. We've helped incubate and launch over 300 funds through fund launch and over half of those have been real estate. We break down what you need to do to stand out from the competition and create a clear, concise thesis.Want to launch a fund? Click to watch a free training: https://fundlaunch.click/fix-your-thesisAll Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com

"Expectations have been lowered for many years" around Dollar General (DG), says Arun Sundaram. He anticipates expectations to remain lowered after this morning's earnings report. While Arun sees bright spots in the company's outlook, he says it will take years for a turnaround story to take shape. Tom White later offers example options trades in Dollar General and Dollar Tree (DLTR).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

For over a century, the United States has been the birthplace of world-changing innovation – from the Wright brothers' first flight to the invention of the transistor, the moon landing, and the birth of the internet. But in recent years, belief in American progress has wavered.Three years ago, a16z General Partner Katherine Boyle wrote a bold thesis called Building American Dynamism, challenging this apathy and calling for startups to tackle the country's biggest problems. The idea spread fast – first as a meme, then as a movement, and today as a $600M dedicated fund.In this episode, Katherine and fellow a16z General Partner David Ulevitch discuss:The origins of American Dynamism—and why it was controversial at firstHow Washington and Silicon Valley can come togetherAmerica's competitiveness in today's great power competitionThe latest American Dynamism 50 list focused on the Indo-Pacific, showcasing the top startups building for the national interestIf you're curious about the future of America, this is a conversation you won't want to miss.Check out this year's full AD50 list at a16z.com/AD50. Resources: Find David on X: https://x.com/daviduFind Katherine on X: https://x.com/KTmBoyleFind last year's' American Dynamism 50 AI Addition' here: https://a16z.com/american-dynamism-50-ai/Read Katherine's article ‘Building American Dynamism': https://a16z.com/building-american-dynamism/ Stay Updated: Let us know what you think: https://ratethispodcast.com/a16zFind a16z on Twitter: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zSubscribe on your favorite podcast app: https://a16z.simplecast.com/Follow our host: https://twitter.com/stephsmithioPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

What's My Thesis? – Live from Orange Coast College: Dakota Noot on Art, Censorship & Community Building Orange Coast College | Frank M. Doyle Pavilion | Southern California Art Scene In this milestone episode of What's My Thesis?, host Javier Proenza sits down with artist, curator, and community-builder Dakota Noot for a special conversation inside an ambitious group exhibition at the Frank M. Doyle Pavilion at Orange Coast College. As the acting gallery director, Noot reflects on their journey from North Dakota to Southern California, exploring their evolution as both an artist and curator. The discussion unveils the complex networks that shape the region's art scene and highlights the challenges and triumphs of curating large-scale exhibitions. Episode Highlights:

PREVIEW: Colleague Gregory Copley outlines the thesis of his new book, "Noble State" -- that the republic model for 350 years has become tired and bootless -- that it is wise to recover monarchism to inspire the discouraged citizens. More later. LONDON 1800

Welcome to a brand-new Beyond the Thesis with Papa PhD experience - the "Papa PhD Gold" format, where we dive into a past episode of the show to explore the intersection of science, communication, and personal growth as a researcher. In this episode, we are joined by Elodie Chabrol, a passionate advocate for science communication and a scientist who emphasizes the importance of stepping back to view the "big picture" in research. Elodie and David Mendes discuss how engaging in science communication can transform a scientist's approach to their work and career, from applying for grants to improving public engagement skills. Elodie Chabrol has a PhD in Neurogenetics and is the international director for the Pint of Science festival. She is also a freelance science communicator involved in different freelance projects like training, moderations and podcasts. Elodie's mission is to make science accessible to everyone, everywhere show the human side of it. Key take-home messages: The Value of Seeing the Big Picture: Elodie shares her insights on how often getting lost in the intricate details of your research, you may neglect the overall context of your work and shares how science communication events encourage scientists to reassess their research from a broader perspective, gaining renewed clarity and purpose.Science Communication as a Learning Tool: By attending events outside your domain, you can gain fresh perspectives and discover innovative ways to communicate your research, as exemplified by Elodie's transformative experience at a physics scicomm event.Benefits of Science Communication for Researchers: Engaging with lay audiences helps scientists hone their skills in turning complex information into accessible narratives. Feedback from public presentations can lead to new insights and strengthen academic skills like grant and paper writing.Experiences from Pint of Science: Elodie shares feedback from scientists who found value in communicating at Pint of Science events, illustrating how taking part in such initiatives can reignite our passion for our own research.Why Listen? Whether you're grappling with the challenge of detailing your research for non-experts or looking to refine how you share your scientific journey, this episode provides valuable strategies to incorporate science communication into your professional toolkit. Unlock the benefits of enhanced communication for career growth and personal satisfaction.Connect with Us: Have thoughts about this episode? Want to recommend a guest for us to interview? Share your voice with us! Visit speakpipe.com/papaphd to leave a voice note. We value every piece of feedback and look forward to featuring some in future episodes.Tune In: Don't miss this insightful conversation aimed at helping you redefine your path Beyond the Thesis. Subscribe to Papa PhD on your favorite podcast platform, and join us next week for another inspiring episode! This episode's links: Website: www.elodiechabrol.com/Twitter: @eloscicomm  Episode Transcript Elodie Chabrol:Sometimes in research, we're losing sight of what we're doing because we are so buried into very deep details on very tiny things that sometimes we are forgetting the big picture. Doing that kind of things brings you back to seeing the big pictures help you it's also helping you finding cool ways of explaining your research, which is never lost because when you're gonna apply for a grant, when you're gonna maybe, apply for a job, apply for whatever, you have to explain the project you want to do and the people in front of you are never gonna be in your domain exactly.David Mendes:Welcome to Beyond the Thesis with Papa PhD, your weekly inspiration for post PhD career development. With me, David Mendes.Elodie Chabrol:When I was watching my lab meetings and I was watching my lab mates presenting their research, most of the times I didn't understand because they ...

Christopher Gersch says the energy demand for A.I. will set up companies for a bull run. He notes planned tariffs from Canada will fluctuate pricing but believes batteries will break headwinds it can pose. For that reason, Christopher considers Tesla (TSLA) a company to watch.======== 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

In today's episode, we sit down with Tarun Gupta, CEO and founder of Coinshift to unpack how stablecoins are silently transforming cross-border payments, treasury management, and everyday banking while delivering unprecedented yields with managed risk profiles.~~~~~⛓️ Swap seamlessly across Ethereum and Solana with Milk Road Swap. Lower fees, easier trades: ⁠⁠https://swap.milkroad.com/?utm_medium=audio&utm_source=podcast_organic⁠⁠

In this episode of the Kiln Bitcoin Staking Rendez-Vous, Engin Erdogan, VP of Product at Thesis*, discusses his journey in the crypto space, the mission of Thesis*, and the innovative Mezo network. He emphasizes the importance of user experience and product market fit in developing Bitcoin-based products, particularly in the context of staking and bridging Bitcoin to enhance its utility. In this conversation, Engin Erdogan discusses the intricacies of TBTC, its role in Bitcoin staking, and the roadmap for Mezo. He emphasizes the importance of making Bitcoin more productive and useful, while also addressing the cultural shifts within the Bitcoin community and the broader crypto ecosystem. The discussion highlights the potential for Bitcoin staking protocols and the future of Bitcoin as a financial infrastructure.PODCAST INFO:

Juan Leon and Jim Throne both say Bitcoin can reach $200,000 by the end of 2025. Juan believes more regulation clarity surrounding cryptocurrencies will be the key in ramping prices higher. Despite recent consolidation, Jim adds that improvements to blockchain technology increase efficiency and safety.======== 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

So why do YOU watch horror films?This week we recap the 1996 Spanish cult snuff film film Thesis (AKA Tesis), which – hilariously – is a thesis about our relationship as the audience with extreme violence. So pretty light listening.Follow us on Insta: @tom_shag_mcmullanAnd Join the Feel Bad Club on our discord: https://discord.gg/aGQAy55aOh, and check out our OTHER pod (about Gordon Ramsay): @peachandshagsnightmaremethodSee omnystudio.com/listener for privacy information.

In this week's episode, David and Ian discuss the bearish sentiment among market participants and some of the mixed signals within sentiment indicators. They also discuss how a bearish move in the market over the near term, does not necessarily mean that there will not be gains within the market by year end. 

A discussion about Dietrich Bonhoeffer's thesis on stupidity.

In this episode we go from art school to the Super Bowl diving into the Animated World of Drew Tetz. Drew, is an American designer who's revolutionizing the art of animation. Known for his work with phenakistoscopes—one of the earliest forms of animation—Drew has adapted this pre-cinema technique for modern tools like record players and camera phones, blending psychedelic turntablism with traditional animation to create a unique, analog vision of the future.Drew's work has earned him collaborations with major artists like John Lennon, the Rolling Stones, Olivia Rodrigo, and Dua Lipa. In 2024, he had a banner year, with over 65 incredible projects, including iconic titles like The Lion King, Frozen, Glass Animals, Beetlejuice, and The Nightmare Before Christmas dominating turntables and record stores worldwide.Join us as we chat with Drew about his journey from art school to the Super Bowl, how he brought the Zoetrope back to life, and his thoughts on blending vintage animation with modern technology.Find the video at: https://www.youtube.com/@womeninvinyl/videosCheck out:Drew's Site: https://drewtetz.com/ and socials: @drewtetzDrew's Thesis: https://scholarworks.gsu.edu/art_design_theses/291/Custom 7” Honorable Mentions:Doug Cheatwood: https://www.discogs.com/artist/791490-Doug-Cheatwood?srsltid=AfmBOoqOkjHvMolPXM5CbtpPY-v361uYLSVFAmQ676hqVUbqjSgJsLHRTierra Whack : https://www.instagram.com/tierrawhack/?hl=enReminder, grab a copy of our book 'Women in Vinyl, the Art of Making Vinyl' out now!  Learn more and buy a copy at: womeninvinyl.com/book as well as grab some merch at: womeninvinyl.com/storeTHANK YOU TO OUR SUPPORTERS!Keep your records clean and sounding great with GrooveWasher. Use WomenInVinyl10 at check out: www.groovewasher.comCommercial-Free & High Resolution version of this podcast, along with membership options and ton of other discount codes available at: https://www.patreon.com/womeninvinylYou can also contribute to furthering our mission by donating https://www.womeninvinyl.com/donate as a 501(c)3 all donations are tax deductible.Visit the website to check out past episodes, features, and our ever growing library of resources to further the education, demystification and diversification of the Vinyl Making Space.We were listed as one of Feedspot's Top 25 Vinyl Records Podcasts! Your opinion matters, don't forget to like, subscribe and give us a review on your favorite podcast delivery method!Want to be a sponsor or just get in touch? Email us: info@womeninvinyl.com

Shaul Rosten, Equity Analyst, Global Value at Redwheel, joins the podcast to share his thesis on Ayvens ($AYV.PA), a provider of full-service leasing, flexible subscription services, fleet management and multi-mobility solutions to large international corporates, SMEs, professionals and private individuals.For more information about Redwheel, please visit: https://www.redwheel.com/uk/en/institutional/Chapters:[0:00] Introduction + Episode sponsor: Daloopa[1:39] What is Ayvens and why are they so interesting to Shaul[3:04] What is Shaul seeing with Ayvens that the market is missing[5:46] How do they compete against capital Finco's / understanding the business, how they make money[14:58] Red flags: what's going on with the "big merger" they did (LeasePlan)[23:12] Electric vehicles[28:02] Right to grow right now[32:54] SocGen's 52% ownership[38:29] Regulatory risks[42:20] What could go wrong / what could break Ayvens thesis for Shaul[46:14] Final thoughts: revisiting question - what does Shaul think the market is missing here, how'd they do during the GFC[49:19] Financing businessToday's sponsor: DaloopaEarnings season is hectic—there's no way around it. But what if you could take back the time you spend on manual model updates? With Daloopa, you can.Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition.Stop letting manual work slow you down. Set up a free account today by visiting daloopa.com/YAV and see how Daloopa can transform your workflow.

ITL Hour 1: Astros sign another infielder, could they be trying to cover the loss of Alex Bregman? QOTD: What food or beverage could you write a thesis on? Baseball Spo Adam Spolane joins the show right before he heads to Spring Training.

QOTD: What food or beverage could you write a thesis on?

This special replay highlights an essential episode on how private equity firms identify where to invest and how to strategically source opportunities. Doug McCormick and Lloyd Metz join Sean Mooney to explore the art of specialization, building investment theses, and balancing focus with innovation. They share insights into why focus matters for both LPs and success in deal-making, how sourcing strategies evolve from industry expertise, and why relationships with investment bankers and direct outreach are critical. Whether you're a business owner or a private equity professional, this episode outlines the foundational strategy behind deal selection and sourcing.Episode Highlights2:07: Doug and Lloyd discuss why staying within an investment thesis matters for LPs and how firms develop their areas of focus.8:46: The importance of specialization: How focus, relationships, and expertise enhance credibility with business owners and deal sources.19:48: Building investment theses: Tracking data, trends, and customer behavior to unlock adjacent opportunities.34:08: Strategies for deal sourcing: Working with investment bankers, targeting specific sectors, and building long-term credibility.50:52: The future of private equity marketing: How firms can build brands, leverage new tools, and attract opportunities directly.For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on HCI Equity Partners, go to https://www.hciequity.comFor information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net

Is your cross-chain bitcoin secure? What does “wrapping” bitcoin even mean anyway?You're listening to Bitcoin Season 2. Subscribe to the newsletter, trusted by over 7,000 Bitcoiners: https://newsletter.blockspacemedia.comMatt Luongo from Thesis helps us “wrap” our heads around what it means to take your bitcoin cross-chain. What are the trust assumptions? What are the differences between different wrapped Bitcoin products? Is there any “funny business” going on? Notes:• New users are coming to ETFs• Microstrategy vs cross-chain Bitcoin• TVL mirroring• BitGo's Wrapped Bitcoin vs other wrapped BitcoinCheck out our Bitcoin scaling conference! Visit opnext.dev to learn more.Chapters:00:00 Introduction02:03 What is Wrapped Bitcoin05:12 Bitcoin Layers and Bridging10:30 Trust Assumptions in Wrapped Bitcoin14:14 Proof of Reserves vs. Solvency19:02 The Scale of Wrapped Bitcoin25:12 Soft Forks and Bitcoin's Future-

Gm! This week Santi joins the show to discuss why now is crypto's time to accelerate adoption. We deep dive into Santi's updated Solana thesis, crypto's biggest opportunities in 2025, what's next for Inversion & more. Enjoy! -- Follow Santi: https://x.com/santiagoroel Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Accurate Crypto Taxes. No Guesswork. Say goodbye to tax season headaches with Crypto Tax Calculator: Generate accurate, CPA-endorsed tax reports fully compliant with IRS rules. Seamlessly integrate with 3000+ wallets, exchanges, and on-chain platforms. Import reports directly into TurboTax or H&R Block, or securely share them with your accountant. Exclusive Offer: Use the code BW2025 to enjoy 30% off all paid plans. Don't miss out - offer expires 15 April 2025! -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (02:03) Crypto's Broken Funnel (08:01) What's Crypto's Biggest Opportunity? (15:16) Ledger Ad (16:04) DePIN (19:58) Crypto's End State (25:53) The Solana Thesis (30:46) Crypto Tax Calculator Ad (31:18) Ledger Ad (32:06) Managing Risk (47:03) What's Next For Inversion? (55:20) Reviving Old Businesses -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Welcome to another episode of Beyond the Thesis With Papa PhD!In this episode of Beyond the Thesis with Papa PhD, your host David Mendes sits down for a meaningful chat with Claudia, who just wrapped up her PhD and is now stepping into the pharmaceutical industry. They explore Claudia's experiences during her time in graduate school, including her struggles with impostor syndrome, and the proactive steps she took to get ready for life after her thesis. David and Claudia dive into the significance of networking, the art of telling your story in job applications, and the crucial but sometimes neglected skill of negotiating your salary. Claudia also shares some handy tips for navigating the job search, including a Notion dashboard she created to streamline her applications and networking activities. You can expect to pick up some valuable advice on how to tackle the hurdles that come with leaving academia behind and the essential role mental health plays in finding fulfillment in your career. Whether you're currently in a master's or a PhD program or thinking about making a switch to industry, this episode is packed with insights and inspiration to help you carve out your own path beyond the thesis. Claudia Belliveau  holds a PhD in Neuroscience from McGill University and is passionate about making science accessible to all. During her PhD, she founded a scientific consulting company to bridge the gap between science and the public. Alongside her consulting work, she runs a popular Instagram platform with 76,000 followers, where she shares tips, resources, and relatable content for students and researchers. Claudia now works full-time as a freelance scientific consultant and content creator while navigating the transition from academia to the pharmaceutical industry. What we covered in the interview:

Join Alex Tapscott and Andrew Young as they decode the world of Web3 and DeFi with special guest Brian Mahoney, Co-Founder of Mezo. Listen in as they discuss Brian's background and his work with Mezo and Thesis, why he proudly identifies as a Bitcoin Stoic, new Bitcoin use cases that have been unlocked by major technological breakthroughs, the various ways to earn yield onchain, the likely dominant yield product for the Bitcoin network, Bitcoin's role in a multichain future, Mezo's mUSD Bitcoin-backed stablecoin and its significance, the network's biggest growth driver moving forward, Brian's BTC price target for year-end, the positive impacts of Bitcoin's onchain economy on network longevity, the latest on the civil war between innovators and maxis within the Bitcoin community, key differences in how Bitcoin miners operate in the East versus the West, and more.

For today's episode, we dive deep into the the intersection of AI and crypto, and discuss how this sector has produced more hype than results (so far).While both fields promise decentralization, combining them effectively has proven challenging. Most projects either centralize AI decision-making or create token systems without clear utility.Bittensor is taking a different approach to this problem by creating a network where AI models compete for rewards through market incentives. This system lets token holders decide which models receive rewards based on measurable performance, rather than promises or marketing.Their recent update shifted voting power from validators to token holders, aiming to align incentives more directly with utility. One project testing this approach is Mode, with their new subnet Synth, an AI model competing to predict market volatility.The Synth subnet is live, with data scientists building rival prediction models. Models face off in open competition with market-driven feedback, creating natural selection—strong performers earn more rewards, while weaker ones get filtered out.Let's dive into what this means, how Synth is applying it, and what's next for onchain AI.Join The Rollup Edge: https://members.therollup.coWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Lucas and Grant of “Bitcoin Study Sessions” join me to explore how humans project power through abstraction, how Bitcoin projects physical power, modern warfare and kinetic stalemate, proof-of-work and cybersecurity, Tesla and Ford's prediction of eclectic money, and the tipping point for Bitcoin nation-state adoption.Lucas and Grant of “Bitcoin Study Sessions” research and teach about canonical Bitcoin literature like Jason Lowery's “SoftWar” and “Broken Money” by Lyn Alden. // GUEST //Youtube: https://www.youtube.com/@BitcoinStudySessionsX: https://x.com/LucasMaddy and https://x.com/thewholeframe// SPONSORS //The Farm at Okefenokee: https://okefarm.com/Heart and Soil Supplements (use discount code BREEDLOVE): https://heartandsoil.co/In Wolf's Clothing: https://wolfnyc.com/Blockware Solutions: NetSuite: https://netsuite.com/whatismoneyOn Ramp: https://onrampbitcoin.com/?grsf=breedloveMindlab Pro: https://www.mindlabpro.com/breedloveCoinbits: https://coinbits.app/breedlove// PRODUCTS I ENDORSE //Protect your mobile phone from SIM swap attacks: https://www.efani.com/breedloveNoble Protein (discount code BREEDLOVE for 15% off): https://nobleorigins.com/Lineage Provisions (use discount code BREEDLOVE): https://lineageprovisions.com/?ref=breedlove_22Colorado Craft Beef (use discount code BREEDLOVE): https://coloradocraftbeef.com/// SUBSCRIBE TO THE CLIPS CHANNEL //https://www.youtube.com/@robertbreedloveclips2996/videos// OUTLINE //0:00 - WiM Episode Trailer1:10 - Projecting Power Through Abstraction12:40 - How does Bitcoin Project Physical Power?22:07 - The Nature of Language and Metaphor24:30 - Bitcoin is Private Property27:32 - The Farm at Okefenokee28:52 - Heart & Soil Supplements29:52 - Nuclear War and Kinetic Stalemate31:55 - PoW and Cybersecurity42:57 - Is Bitcoin a Military Technology? (2nd Amendment)51:11 - Helping Lightning Startups with In Wolf's Clothing52:02 - Mine Bitcoin with Blockware Solutions53:24 - Threats of Bitcoin Being Classified as a Munition???1:02:10 - The Future of Governance: Voting with Your Feet1:05:24 - What is the Hanke Krus Hyperinflation Table?1:10:50 - Is Bitcoin Non-Lethal Warfare?1:15:54 - On-Ramp Bitcoin Custody1:17:17 - NetSuite: Business Software1:18:34 - How Bitcoin Reduces the Profitability of Kinetic Warfare 1:25:13 - Nikola Tesla, Henry Ford, and Electric Money1:29:40 - The Problem with Gold1:32:55 - The National Strategic Bitcoin Stockpile1:38:44 - MindLab Pro Supplements1:39:54 - Buy Bitcoin with Coinbits1:41:04 - The Tipping Point for Bitcoin Nation State Adoption1:46:12 - How Bitcoin Aligns Incentives1:49:14 - What is Gabriel's Horn?1:53:03 - Will “SoftWar” Go Down in History?1:55:40 - Closing Thoughts// PODCAST //Podcast Website: https://whatismoneypodcast.com/Apple Podcast: https://podcasts.apple.com/us/podcast/the-what-is-money-show/id1541404400Spotify: https://open.spotify.com/show/25LPvm8EewBGyfQQ1abIsERSS Feed: https://feeds.simplecast.com/MLdpYXYI// SUPPORT THIS CHANNEL //Bitcoin: 3D1gfxKZKMtfWaD1bkwiR6JsDzu6e9bZQ7Sats via Strike: https://strike.me/breedlove22Dollars via Paypal: https://www.paypal.com/paypalme/RBreedloveDollars via Venmo: https://account.venmo.com/u/Robert-Breedlove-2// SOCIAL //Breedlove X: https://x.com/Breedlove22WiM? X: https://x.com/WhatisMoneyShowLinkedin: https://www.linkedin.com/in/breedlove22/Instagram: https://www.instagram.com/breedlove_22/TikTok: https://www.tiktok.com/@breedlove22Substack: https://breedlove22.substack.com/All My Current Work: https://linktr.ee/robertbreedlove

Roman and Jason discuss the decline in measles mortality rates in the US which has fallen by 98% before the first measles vaccine was introduced in 1963. Roman shares data from US vital statistics data and a chart showing the decline and mortality rate for measles in the United States. They also discuss similar data from England, where measles and other health problems were a big killers in the early 20th century, but by the time the vaccines came out, there was almost a 100% decline in mortality. Roman explains that the mortality decline was not influenced by the vaccine at all, as it was due to poor living conditions and the introduction of clean water, sanitation, hygiene, improved nutrition, and a revolution in science. https://dissolvingillusions.com/ https://www.cdc.gov/ Save the date! April 4-6, 2025 Empowered Investor LIVE in Irvine, California https://empoweredinvestorlive.com/ Today's sponsor http://jasonhartman.com/connected offers real estate investors access to Connected Investors' PiN (Property Intelligence Network) software. This tool provides nationwide property data, including features like unlimited individual property skip tracing, comprehensive property reports, and a Contract Genie for generating legal documents. Subscription options are available on a monthly or annual basis, with the annual plan offering additional benefits such as a dedicated product specialist. The platform emphasizes its commitment to providing accurate, up-to-date information to assist investors in making informed decisions. Visit http://jasonhartman.com/connected today!  #vaccines #measles #disease #health #history #publichealth #sanitation #nutrition #DissolvingIllusions #RomanBystrianyk #vaccinationdebate #immunization #infectiousdiseases #mortalityrate #historicaldata #diseasereduction #naturalimmunity #healthfreedom Key Takeaways: 2:18 Meet Roman 2:51 Thesis of "Dissolving Illusions" 4:30 Vital Statistics rates in the US 1940-1960 and other charts https://dissolvingillusions.com/ https://www.cdc.gov/ 8:20 Life is the 1800s 11:46 Polio 13:27 The "V thing" and Pertussis Vaccine and the total deaths in England 15:43 Sponsor: JasonHartman.com/Connected 16:59 The autism connection and allergies  21:26 Whooping cough, scarlet fever, dihptheria, typhoid, TB, Cholera 25:19 Flu and The Amazing Decline 26:21 The Corona Vaccine    Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Helen McNicoll was a Canadian painter who had a significant influence on the rise of Impressionism in that country. McNicoll, who lost her hearing in childhood, was quite successful as an artist, though her career and life were short. Research: Anderson, Jocelyn. “William Brymner: Life & Work.” Art Canada Institute. https://www.aci-iac.ca/art-books/william-brymner/biography/ Atanassova, Katerina. “Helen McNicoll: In Search of Light.” National Gallery of Canada. 5/4/2023. https://www.gallery.ca/magazine/your-collection/helen-mcnicoll-in-search-of-light Babbs, Verity. “Painting Bought for $2,700 Revealed to Be $390,000 Masterpiece.” Artnet. 10/23/2024. https://news.artnet.com/art-world/fake-or-fortune-helen-mcnicoll-painting-2557012 Burton, Samantha. “Helen McNicoll: Life and Work.” Art Canada Institute. https://www.aci-iac.ca/art-books/helen-mcnicoll/biography/ Canadian Women Artists History Initiative. “MCNICOLL, Helen Galloway.” https://cwahi.concordia.ca/sources/artists/displayArtist.php?ID_artist=105 Goodman, Rachel. “Renowned Canadian artist’s painting that was lost for over 100 years discovered by U.K. artist.” Now Toronto. 10/6/2024. https://nowtoronto.com/news/renowned-canadian-artists-painting-that-was-lost-for-over-100-years-discovered-by-u-k-artist/ “Death Cuts Short Promising Career.” The Gazette (Montreal, Quebec, Canada). Mon, Jun 28, 1915. Page 5 Haworth, Lorna Helen. “A History of McKay School for the Deaf.” Master’s Thesis. McGill University. 1960. Huneault, Kristina. “Impressions of difference: the painted canvases of Helen McNicoll.” Art History. April 2004. Luckyj, Natalie. “Helen McNicoll : a Canadian Impressionist.” Art Gallery of Ontario. 1999. Luckyj, Natalie. “McNICOLL, HELEN GALLOWAY,” in Dictionary of Canadian Biography, vol. 14, University of Toronto/Université Laval, 2003–, accessed January 14, 2025, https://www.biographi.ca/en/bio/mcnicoll_helen_galloway_14E.html. Musee National des Beaux Arts du Quebec. “Musee National des Beaux Arts du Quebec.” https://www.mnbaq.org/en/exhibition/helen-mcnicoll-1306 Musée national des beaux-arts du Québec. “Helen McNicoll. An impressionist Journey A celebration of light!.” Canadian Newswire. 6/19/2024. https://www.newswire.ca/news-releases/helen-mcnicoll-an-impressionist-journey-a-celebration-of-light--811205352.html Nash, Julie. “Defining Moments: Mary Cassatt and Helen McNicoll in 1913.” At Herstory. 8/8/2023. https://artherstory.net/defining-moments-mary-cassatt-and-helen-mcnicoll-in-1913/ Prakash, A.K. "Independent Spirit: Early Canadian Women Artists." Queen's Quarterly, vol. 116, no. 3, fall 2009, pp. 354+. Gale General OneFile, link.gale.com/apps/doc/A211717399/GPS?u=mlin_n_melpub&sid=bookmark-GPS&xid=f5c4f4e2. Accessed 13 Jan. 2025. Widd, Thomas. “History of the Protestant Institution for Deaf-Mutes, Montreal, Canada.” American Annals of the Deaf and Dumb. Vol. 22, No. 4. October 1877. https://www.jstor.org/stable/44401559 See omnystudio.com/listener for privacy information.

Yaron Naymark, Founder of 1 Main Capital, is back for the fifth time on the podcast to provide an update on his thesis for International Workplace Group plc (LSE: IWG), and how he overcomes the general investor skepticism associated with the company. For more information about Yaron Naymark and 1 Main Capital, please visit: https://www.1maincapital.com/ Yaron's original YAVP appearance talking $IWG.L: https://www.youtube.com/watch?v=QmVjVOoG6Sc Yaron's last YAVP appearance talking $IWG.L (June 2024): https://www.youtube.com/watch?v=FkZng2PSdxM Chapters: [0:00] Introduction + Episode sponsor: Daloopa [1:31] Overview of $IWG.L and why it's interesting to Yaron [10:36] Valuation [13:42] Franchisees happiness levels with IWG / IWG's "secret sauce"; competitive advantage [21:44] Funding is an obstacle? / RevPAR [33:00] Overcoming general investor skepticism [44:36] Recent transactions in the IWG (shared space) industry, and what that means for IWG valuation / why doesn't Regis own WeWork right now [53:15] Valuation [57:02] What the most likely reason Yaron thinks the thesis doesn't play out / final thoughts Today's sponsor: Daloopa Earnings season is hectic—there's no way around it. But what if you could take back the time you spend on manual model updates? With Daloopa, you can. Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition. Stop letting manual work slow you down. Set up a free account today by visiting daloopa.com/YAV and see how Daloopa can transform your workflow.

LAST CHANCE: Join the Magic Lines Premium Community and get daily trade ideas and market thoughts from Stephen! LIMITED TIME DEAL FOR FOUNDING MEMBERS: Save $75/month or $800/year on your membership Join Here: https://magiclines.xyz/il Use promo code: IL75 - save $75/month for life IL800 - save $800 annually for life Founding member special ends Jan 31! Summary In this episode, Stephen and Eric discuss the recent market chaos, focusing on the significant sell-offs and the impact of NVIDIA's market performance. They analyze the dynamics of the semiconductor industry, the resilience of Bitcoin amidst market fluctuations, and various trading strategies. The conversation also touches on emerging technologies, the psychology behind meme coins, and the broader market cycles and economic indicators that could shape future trends. The hosts conclude with thoughts on the current market landscape and the importance of staying engaged in trading and investment strategies. Chapters 00:00 Market Chaos and Initial Reactions 02:46 NVIDIA's Market Impact and Analysis 05:34 DeepSeek and Its Implications 08:25 The Future of AI and NVIDIA's Role 11:02 Exploring Semiconductor Stocks 13:38 Bitcoin's Resilience Amid Market Volatility 16:38 Strategies for Bitcoin Investment 19:27 Emerging Trends in Crypto and DeFi 22:14 The Future of Convertible Debt in Crypto 31:11 Ethereum's Current Landscape and Market Sentiment 33:46 XRP's Strength and Market Dynamics 36:13 Jupiter's Innovations and Market Reactions 38:21 Fartcoin: The New Meme Coin Phenomenon 40:33 Analyzing the Crypto Bubble Cycle 52:25 Market Indicators and Future Predictions

Gm! This week Kyle Samani joins the show to discuss his most recent piece "The Solana Thesis: Internet Capital Markets". We deep dive into Kyle's current thesis for Solana, bringing TradFi on chain, the opportunity in DePIN & AI, the state of crypto venture & more. Enjoy! The Solana Thesis: Internet Capital Markets: https://multicoin.capital/2025/01/22/the-solana-thesis-internet-capital-markets/ -- Follow Kyle: https://x.com/KyleSamani Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Use Code LIGHTSPEED10 for 10% off tickets to Digital Asset Summit 2025: https://blockworks.co/event/digital-asset-summit-2025-new-york -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:19) The Solana Thesis: Internet Capital Markets (03:57) Payments, Financial Services & The Role Of MEV (07:04) Latency On Solana (10:02) Ledger Ad (10:49) What Is Conditional Liquidity? (14:09) Bringing TradFi On Chain (18:53) Atomic Composability (23:33) UX Interoperability (29:05) The Future Of Ethereum Is Coinbase (36:46) Sandwich Attacks On Solana (40:10) Fee Reductions In Crypto (43:32) DePIN & AI (47:57) The State Of Crypto VC (50:34) The Solana ETF -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Outspoken and influential market economist David Rosenberg reflects on the extraordinary bull market of the last two years and why he isn't changing his bearish outlook. WEALTHTRACK episode 2131 originally broadcast on February 01, 2025.

The NIA boys breakdown DeepSeek, Nvidia Short Thesis and Big Tech Winners & LosersTimestamps: (00:00:00) - Intro(00:04:17) - DeepSeek Breakdown(00:18:50) - Is DeepSeek a Psyop? (00:46:01) - DeepSeek Founder's Background (00:54:50) - DeepSeek's Impact on AI Landscape(01:04:45) - Big Tech Winners & LosersWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodWatch + Subscribe on Youtube:https://youtu.be/i7BCrmeNMOgListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Hosted on Acast. See acast.com/privacy for more information.

China's new DeepSeek AI model, which reportedly matches GPT-4's performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia's stock price. Investor-technologist Jeffrey Emanuel argues that DeepSeek's efficiency gains aren't the only story, as his viral 12,000-word article “The Short Case for Nvidia Stock” also catalyzed the market's panic. In this episode, we explore how these converging factors could unbundle Nvidia's once-unassailable lead and drastically reshape AI compute economics. Jeff's Article:  https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda Jeff on X: https://x.com/doodlestein  ------ BANKLESS SPONSOR TOOLS:

Today's episode is the first in a multi-part series on the video game console market. Our guest is Sia Kamalie, the founder and fund manager at Skycatcher. Skycatcher describes itself as focused on capturing asymmetry at the internet frontier, and Sia has very strong conviction that the video game console market is entering a major paradigm shift with an app store model set to hit its inflection point. We start with an overview of the video game console market, laying out its size and current state. In episodes two and three, we explore this theme in even more depth when we cover the names most exposed to it: Sony and Nintendo.  On these episodes, we always recommend doing your own research. We invited Sia on to lay out his thesis, so this one is particularly geared towards that investment opportunity. Please enjoy this Breakdown of the video console market.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is sponsored by Finley - modern debt capital management software for borrowers and lenders. Ask around and you'll find that nearly every operator or investor has experienced the operational nightmare of managing debt capital. Finley works by translating unstructured credit agreements into code, which gets all parties on the same page and helps them streamline the credit management lifecycle--think covenant reporting, interest and fee tracking, and portfolio analysis. Join the forward-thinking finance leaders, investors, and bank executives already modernizing their debt capital operations with Finley. Learn more and request your demo at finleycms.com.  —--- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:06:54) Overview of the Video Game Console Market (00:14:52) The Shift to Software and Digital Purchases (00:19:02) Nintendo and Sony: Current Trends and Future Prospects (00:29:23) In-Game Purchases and Subscription Models (00:33:58) Nintendo's Iterative Console Cycle (00:34:47) Sony's Lifetime Value and Revenue (00:35:56) Profit Margins and Software Sales (00:40:26) Console vs. Mobile and PC Gaming (00:47:44) The Rise of eSports (00:50:41) Gen Z and the Future of Gaming (00:54:28) Emerging Markets and Console Growth (00:56:37) Valuation and Market Potential (00:59:08) Lessons From The Video Game Console Market

"The act of writing is a way for me to physically see what goes on in my brain. It's amazing what will be revealed to me when I read it back, and it's a way for me to check in on where my mind is at, where my heart is at, and my mental health in general.” – Kristina Smeriglio Today's featured author is a copywriter, editor, and proofreader, Kristina Smeriglio. Kristina and I had a fun on a bun chat about her book, “Falling Into Fire”, the therapeutic power of writing, why practicing assertiveness is a necessity, and tons more!!Key Things You'll Learn:How psychology plays a role in Kristina's writing and understanding of human behaviorHow writing promotes healing and self-reflectionHow Kristina's academic journey and master's thesis led to her first published bookWhy it's okay to embrace your vulnerabilities and use them as a catalyst for growthWhat setback turned into a future success for KristinaKristina's Site: https://kristysmeriglio.com/Kristina's Books: https://www.amazon.com/stores/author/B0B4PXL86Z/allbooksThe opening track is titled, "Set Sail" by Sparks Dynamite. To listen to and download the full track, click the following link. https://planetastroproductions.bandcamp.com/track/set-sail-intro Please support today's podcast to keep this content coming! CashApp: $DomBrightmonDonate on PayPal: @DBrightmonBuy Me a Coffee: https://www.buymeacoffee.com/dombrightmonGet Going North T-Shirts, Stickers, and More: https://www.teepublic.com/stores/dom-brightmonThe Going North Advancement Compass: https://a.co/d/bA9awotYou May Also Like… #Bonus Ep. – “Perfectly Flawed” with Janae Sergio (@janae_sergio): https://www.goingnorthpodcast.com/bonus-ep-perfectly-flawed-with-janae-sergio-janae_sergio/Ep. 429 – “Too Happy to Be Sad Girl” with Angel Aviles (@2Happy2BSadGirl): https://www.goingnorthpodcast.com/ep-429-too-happy-to-be-sad-girl-with-angel-aviles-2happy2bsadgirl/Ep. 780 – She is You with Felicity Nicole: https://www.goingnorthpodcast.com/ep-780-she-is-you-with-felicity-nicole/260 – “Metamorphosis” with L. Farrah Furtado (@LisaAnneFurtado): https://www.goingnorthpodcast.com/260-metamorphosis-with-l-farrah-furtado-lisaannefurtado/275 – “How Thoughts Become Things” with Dr. Marina Bruni (@DrMarinaBruni): https://www.goingnorthpodcast.com/275-how-thoughts-become-things-with-dr-marina-bruni-drmarinabruni/Ep. 910 – How to Eliminate the Beliefs That Sabotage Your Business & Your Life with Shelly Lefkoe: https://www.goingnorthpodcast.com/ep-910-how-to-eliminate-the-beliefs-that-sabotage-your-business-your-life-with-shelly-lefkoe/Ep. 507 – “From Hardened to Healed” with Dr. Debi Silber (@DebiSilber): https://www.goingnorthpodcast.com/ep-507-from-hardened-to-healed-with-dr-debi-silber-debisilber/170 - "Live & Love Beyond Your Dreams" with Riana Milne (@RianaMilne): https://www.goingnorthpodcast.com/170-live-love-beyond-your-dreams-with-riana-milne-rianamilne/Ep. 884 – How to Go From Stuck to Unstoppable with Murielle Marie Ungricht: https://www.goingnorthpodcast.com/ep-884-how-to-go-from-stuck-to-unstoppable-with-murielle-marie-ungricht/