Podcasts about Thesis

In this episode, we talk about the Trump Administration's full-on financial assault on all the modes of transportation we hold dear here at The War on Cars. Biking, walking, public transit—basically, anything deemed “hostile to cars” or that has something to do with sustainability and equity is  under attack. Ted Mann, a reporter at Bloomberg News who has been covering the story, joins us to explain what is going on with federal transportation funding for active transportation projects and more. You can find more of Ted's work here or follow him on Bluesky. Support The War on Cars on Patreon and receive exclusive access to ad-free versions of regular episodes, Patreon-only bonus content, Discord access, invitations to live events, merch discounts and free stickers! ***Our new book, Life After Cars: Freeing Ourselves From the Tyranny of the Automobile, will be published on October 21, 2025 by Thesis, an imprint of Penguin Random House. Pre-order now.*** Find us on tour in San Francisco, Washington DC, Seattle, Vancouver, Portland, San Diego, Los Angeles and more. New dates are being added all the time. The War on Cars is produced with the generous support of the Helen & William Mazer Foundation. This episode was sponsored by Cleverhood and Upway. Listen for the latest discount codes. www.lifeaftercars.com  

In this episode of Beyond the Thesis with Papa PhD, I talk with Michelle Niemeyer - speaker, coach, and former attorney - about how to stay sharp, productive, and joyful without burning out. After experiencing burnout herself during her legal career and facing a life-changing health diagnosis, Michelle developed The Art of Bending Time: a framework to help professionals align their work, life, and purpose. Together, we explore: Why traditional “time management” often fails, and what to focus on instead The hidden costs of multitasking and how to protect your energy How small sparks of joy can prevent burnout and fuel your productivity Why “work-life balance” is a myth and what to aim for instead Practical tools (like the Clarity Exercise and SWORD Analysis) you can use today to refocus and reclaim your time Whether you're a graduate student, postdoc, or early-career professional, Michelle's story and strategies will inspire you to rethink how you spend your time and how you define success.

Stijn Schmitz welcomes Tavi Costa to the show. Tavi Costa is Macro Strategist at Crescat Capital. Costa shares a compelling personal journey from Brazil, where experiencing hyperinflation shaped his financial perspective, to becoming a tennis player and eventually a finance professional. His background in macro analysis has enabled him to identify significant market turning points, such as predicting China's potential economic challenges and the emerging commodity trends. Costa emphasizes the importance of independent research and developing strong conviction in investment strategies. He discusses the current bullish environment for gold and silver, highlighting a notable chart showing central banks increasingly preferring gold over treasuries. He believes the current gold market has substantial potential, potentially surpassing historical performance due to unprecedented economic conditions. Regarding silver, Costa presents an intriguing 45-year cup and handle technical pattern, suggesting the potential for silver prices to reach triple digits. He argues that limited silver exploration assets and increasing demand from various sectors could drive significant price appreciation. Moreover, he sees tremendous opportunity in mining companies, noting their impressive profit margins and potential for institutional attraction. Costa is also becoming bullish on energy, presenting a contrarian view based on declining oil inventories, reduced drilling activities, and potential increased energy consumption from technological developments like AI. He sees the energy sector as an undervalued asset class with significant medium-term potential. At Crescat Capital, Costa focuses on early-stage exploration companies, employing a venture capital approach in the mining space. He believes in actively helping management improve capital allocation and exploration strategies. His investment philosophy centers on identifying intrinsic value in companies before market recognition, with a particular focus on metals and resources. Throughout the discussion, Costa emphasizes flexibility in investment thinking, the importance of independent research, and the potential for significant shifts in market perception toward traditionally underappreciated sectors like mining and energy.

Tim Gill is a London-based independent scholar, writer and consultant on childhood, and a global advocate for children's play and mobility. He is the author of Urban Playground: How Child-Friendly Urban Planning and Design Can Save Cities and No Fear: Growing Up in a Risk Averse Society. We met Tim when he appeared on a panel with Paris Mayor Anne Hidalgo that Sarah moderated during Climate Week in New York. When we heard what he has to say about cities and children, we knew that we had to have him on the show. So we grabbed him before he could leave New York. We talked on a bench in City Hall Park on a weekday morning, so you can hear the sounds of a city that is waking up and going to work and school in the background. It was an appropriate setting for a chat about how we by making cities better for children, we make them better for everyone.  Support The War on Cars on Patreon and receive exclusive access to ad-free versions of regular episodes, Patreon-only bonus content, Discord access, invitations to live events, merch discounts and free stickers! ***Our new book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, will be published on October 21, 2025 by Thesis, an imprint of Penguin Random House. Pre-order now.*** Find us on our book tour in San Francisco, Vancouver, Washington, DC, Portland, OR and more. We're adding new cities every week. The War on Cars is produced with the generous support of the Helen & William Mazer Foundation. This episode was sponsored by Cleverhood and Upway. Listen for the latest discount codes.  

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Steve Gorelik from Firebird Management for a deep dive into Molina Healthcare (ticker: MOH). Together, they explore the sharp drop in Molina's stock despite its long-standing compounder reputation. Steve outlines how Molina operates as a low-cost Medicaid-focused managed care organization, making it uniquely resilient amid rising medical costs and regulatory challenges. They discuss Molina's competitive advantages, risks tied to healthcare policy, redetermination effects, and its strategic M&A playbook. Tune in to understand why Steve believes Molina remains undervalued and poised to outperform its peers—even as the broader Medicaid sector stumbles.___________________________________________________________[00:00:00] Intro and sponsor mention[00:02:25] What is Molina Healthcare?[00:05:31] Medicaid model and revenue growth[00:06:25] Molina stock chart and July crash[00:07:13] Industry-wide margin compression[00:11:28] Why Steve sees alpha in Molina[00:13:29] ROE vs. cost structure explained[00:15:04] Admin efficiency as competitive edge[00:17:04] Molina's playbook and cost culture[00:20:16] Medicaid redetermination impact[00:24:07] Market share gains amid member losses[00:26:26] What's driving cost inflation now[00:28:44] Will premiums rise to match costs?[00:30:26] Regulatory risks in Medicaid[00:32:19] Medicaid vs. private cost efficiency[00:33:54] Denials, approvals, and outcomes[00:37:50] Molina's denials as cost control[00:40:42] Tender process and doctor networks[00:41:43] What keeps Steve up at night[00:44:41] Acquisitions: model and pipeline[00:47:18] M&A parallels to John Malone[00:48:19] CEO incentives and share ownership[00:50:48] Share buybacks and capital returns[00:51:19] Could Molina be acquired?[00:52:57] Long-term compounding vs. exit[00:53:28] Scooby-Doo investing explained[00:54:23] Wrapping up the conversationLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

September 28, 2025

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.#67 - Pitch Sanuwave Health ($SNWV) & Ascent Industries ($ACNT) Obwohl er erst letzte Woche in den Podcast eingestiegen ist, gibt es heute schon gleich zwei Pitches von Sven Kohlhaas, die ganz im Zeichen unserer Diskussion über langfristige Microcap-Investments stehen und verschiedener nicht sein könnten.Sanuwave Health $SNWV ist ein absolutes Wachstumsunternehmen, das mit einer entsprechenden Bewertung daher kommt. Abseits dessen gibt es noch mindestens einen weiteren Aspekt, den man vor einem Investment berücksichtigen sollte.Ascent Industries $ACNT ist beim reinen Blick auf die Finanzkennzahlen ein Case, der sich so gar nicht aufdrängt. Doch wie so oft sind es die interessantesten Cases, die nicht für jeden offensichtlich sind. Das Management und deren Strategie ist dabei besonders relevant.⚠️ 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

Brad Hargreaves and Paul Stanton join Brandon Sedloff on The Distribution to explore how media, capital markets, and innovative real estate models intersect. Brad reflects on his entrepreneurial journey from General Assembly to Common and now Thesis Driven, while Paul shares his evolution from institutional real estate to coworking and investment banking. Together, they highlight why education, storytelling, and consistency are essential in building enduring businesses and attracting capital. The discussion breaks down the Opco Propco model, dives into lessons learned from venture-backed real estate, and unpacks how media and brand-building are reshaping private markets. They discuss: How Brad's path from trade schools to co-living shaped his view on real estate innovation Paul's transition from traditional real estate to exploring Opco Propco structures and PropTech Why venture capital is often mismatched with real estate operating companies The role of media and education in capital raising and investor engagement Future trends in AI, retail capital raising, and investor access Links: Thesis Driven - https://www.thesisdriven.com/ Brad on LinkedIn - https://www.linkedin.com/in/bharg/ Paul on LinkedIn - https://www.linkedin.com/in/pauljstanton/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (01:47) - Introduction to extraordinary guests: Brad and Paul (02:36) - Brad's journey: From antique furniture to Thesis Driven (06:01) - Paul's traditional real estate background and pivot (11:17) - The Opco Propco model explained (16:41) - Challenges and lessons from venture-backed real estate (21:09) - Building a media business: The origin of Thesis Driven (26:27) - The importance of storytelling in real estate (31:19) - Engaging audiences with real estate finance (33:34) - The power of consistency in building brands (34:50) - Leveraging social media for personal branding (37:17) - The role of media in private real estate (46:03) - Educational programs for real estate professionals (49:16) - Future trends in real estate and AI (50:56) - Effective fundraising strategies for investment managers (57:58) - Final thoughts and contact information

How do you go from scientist to science-informed coach helping women in STEM manage stress and avoid burnout? In this powerful episode of Beyond the Thesis with Papa PhD, I sit down with Lexi Reid - a former plant biologist and regulatory affairs specialist who found herself emotionally depleted after years in academia, government, and the medical device industry. Lexi shares her deeply personal and transformative journey of confronting burnout and rediscovering purpose through creativity, neuroscience, and mindfulness. Now a certified coach and founder of MIND+ART+WELLNESS, Lexi supports high-achieving women in science to reconnect with themselves using accessible, evidence-based tools. Her story is a reminder that a PhD doesn't just prepare you for research - it can also guide you toward reinvention and well-being.

This is a preview of a Patreon-exclusive bonus episode. For complete access to this and all of our bonus content, plus ad-free versions of regular episodes, merch discounts, presale tickets to live shows, and more, become a Patreon supporter of The War on Cars. If you spend any time at all on social media, you've seen countless videos of all kinds of different people talking about all kinds of different things with one setting in common: the car. We got together in the studio with journalist and author Mathew Rodriguez to discuss the way cars have become our nation's premier social media content studios—and all the weirdness that entails.  We talked drive-thrus, “Who the F*** Did I Marry,” monetizing the school pickup line, and the way that cars have become the backdrop for the great unscrolling American self-documentation effort. Become a Patreon supporter of the podcast for access to the entire episode. Pre-order our new book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, coming in October from Thesis, an imprint of Penguin Random House. And catch us on tour this fall and beyond. Tickets for live shows are on sale now!    

Gm! This week Cosmo Jiang joins the show to discuss Pantera's latest Solana treasury company, Helius. We deep dive into why Pantera is so bullish on Solana—with over $1 billion in disclosed SOL holdings—how to structure a DAT deal, what's next for Helius, and more. Enjoy! -- Follow Cosmo: https://x.com/cosmo_jiang 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 Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Crypto's premiere institutional conference returns to London in October 2025. Use code LIGHT100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ --(00:00) Introduction (06:49) Katana Ad (07:51) Why Pantera Launched Helius (21:09) Why Should DATs Trade At A Premium To NAV? (29:02) Katana Ad (30:04) The Helius Acquisition Strategy (32:09) The Role Of DATs On Crypto Foundations (39:02) What's Next For Helius? (43:38) Structuring DAT Deals (48:07) Final Thoughts -- Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

From Lab Bench to Bedside: Cardiolipin Science Saves Lives- The Significant Connection between D.J. Ferguson's Master's Thesis and Forzinity's Recent Approval----On September 19, 2025, the FDA granted accelerated approval to FORZINITY™ (elamipretide), a groundbreaking new drug for Barth syndrome—an ultra-rare genetic disorder affecting only about 150 people in the United States. On the surface, it's a monumental victory for a small but desperate community. But what if this victory is also a critical clue, a key that could unlock a new frontier in the fight against some of the world's most widespread neurological diseases?This approval marks the first-ever therapy specifically targeting mitochondria, the powerhouses of our cells. The implications are staggering, potentially paving the way for new approaches to treating conditions like Alzheimer's and Parkinson's, where mitochondrial dysfunction is a known culprit.Join us as we unravel this historic first, exploring the intricate science and the decade-long journey of perseverance that led to this moment.In this episode, we explore:The World of Barth Syndrome: We define this devastating and ultra-rare genetic disease, understanding its profound impact on patients and the cellular machinery it disrupts.The Unsung Hero of Our Cells: A deep dive into the science of mitochondria and a crucial molecule you've likely never heard of—cardiolipin. Learn why this unique phospholipid is the linchpin of cellular energy and structural integrity.A Targeted Therapy: Discover how FORZINITY™ (elamipretide) works by directly interacting with and stabilizing cardiolipin, restoring function at the very source of the problem.The Road to Approval: We chart the high-stakes, dramatic journey of Stealth BioTherapeutics, from a major FDA rejection to a strategic pivot that secured a historic accelerated approval.The Broader Horizon: We connect the dots from Barth syndrome to neurodegeneration, exploring the mounting evidence that links cardiolipin dysfunction to the pathology of Alzheimer's and Parkinson's disease, and what this breakthrough means for the future of medicine.Disclaimer:The views of this podcast reflect those of my guests and I, and do not constitute medical or professional advice or consultation. Please see a state certified and board certified health professional for medical and professional advice. Again, we disclaim any loss in any way, and this podcast does not in any way represent a company endorsement and medical recommendation.Link: Understanding Cardiolipin's Function in Neurodegenerative Diseases- A Flashback | Research Communities by Springer Nature

Join host Richard Cunningham as he sits down with Richard Okello, founder and managing partner of Sango Capital, at the 10th Anniversary Lions Den in Dallas, Texas. Richard shares his remarkable journey from a chicken arbitrage business in Uganda at age 12 to becoming a partner at Bridgewater Associates and ultimately founding one of Africa's premier institutional-grade investment firms.This episode explores the compelling investment thesis for Africa, the evolution of risk perceptions, and why faith-driven investors should seriously consider African markets for both commercial returns and kingdom impact.Key Investment Topics:Africa's growth trajectory now matching China's economic expansionCurrency stabilization across major African economies for the first time in historyPrivate equity opportunities in a market with 35 years of institutional developmentThe critical minerals opportunity beyond traditional gold and platinumWhy African political risk perceptions are 10-15 years outdatedPowerful Quotes: "Africa today provides an opportunity for commercial returns which the faith driven investor is interested in and high level of impact with variety." - Richard Okello"I think a faith driven investor needs to lock in on what they are called to do with the money that they are entrusted with." - Richard OkelloRichard's story demonstrates how God orchestrates divine appointments—from a scholarship opportunity through a friend's sacrifice, to meeting a dean of admissions in Wales, to joining Bridgewater the only year they recruited three-year graduates. Now managing nearly $600 million in assets, Sango Capital focuses on private equity, venture capital, and private credit across select African markets, delivering institutional-grade returns while driving meaningful economic transformation across the continent.

In this episode of The Girl Dad Show, host Young Han sits down with Paul Hood, CPA, Co-Founder and CEO of Paul Hood, a regional tax and accounting firm with 13 offices across four states. Paul shares his inspiring journey from a tough childhood with a single mom to building a thriving business, writing books, and leading alongside his sons. Paul opens up about the challenges he faced early in life, how adversity shaped his perspective on success and leadership, and why family remains at the center of everything he does. He emphasizes the importance of service, selflessness, and creating value—not just wealth—in business and parenting.. Together, they explore: Paul's journey from adversity to becoming a CPA and financial leader Family plays a central role in both his life and business Adversity can shape resilience, leadership, and values Parenting is about instilling values and preparing the next generation Success is measured by impact, not just financial gain Service, leadership, and humility are at the heart of his philosophy The importance of heritage and identity in shaping purpose Building a family legacy in business with his wife and sons ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis — helping founders go further, together.

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes returning guest Shomik Ghosh for a deep dive into Clearwater Analytics (C-WAN). Known for his detailed research, Shomik breaks down C-WAN's business model, recent acquisitions, valuation metrics, and long-term growth outlook. They explore how Clearwater's sticky, cloud-native platform is disrupting legacy financial systems and what makes its data architecture and integration vision compelling. From insurance to asset management and hedge funds, the conversation unpacks how Clearwater aims to become an end-to-end solution across the investment lifecycle. They also discuss private equity involvement, AI applications, and valuation rationale—providing a well-rounded view of a business undergoing transformation.Trata CWAN transcript: https://www.trytrata.com/cwan_________________________________________________________[00:00:00] Podcast intro and sponsor message[00:02:27] Shomik returns for third time[00:03:27] Clearwater Analytics business overview[00:07:06] Integration of three major acquisitions[00:07:42] Valuation metrics and debt impact[00:11:32] Revenue multiple versus peers[00:15:23] Product stickiness and competitors[00:22:05] Data moat and system advantages[00:26:31] Growth trajectory and market expansion[00:31:00] PE firms and private insurer trend[00:33:10] Board composition and comp concerns[00:38:08] Net retention and rate cut impact[00:42:25] Data integration and system of record[00:45:46] AI efficiencies and investment decisions[00:50:02] DCF valuation and fair price[00:51:55] Episode wrap and final remarksLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

September 21, 2025

SummaryIn this episode, co-hosts Ayelet Shipley and Christian Hassold welcome guests Erik Morton, former EVP of Corporate Development for Rithum (formerly CommerceHub & ChannelAdvisor), and Chris Barnes, former SVP of Corporate Development for Syndigo, to discuss the announced acquisition of 1WorldSync by Syndigo. In this episode, the guests discuss the origin of both Syndigo and 1WorldSync, the deal rationale, as well as some of the reasons why the acquired business had some potential barriers to finding the right acquirer over the course of its year long sale process. The discussion highlights the dynamics of M&A in the e-commerce sector, the competitive dynamics between major players like Syndigo, Bazaarvoice, and Salsify, and the prospects of inorganic growth following years of aggressive M&A activity. TakeawaysSyndigo's growth trajectory from Gladson to a materially sized platform in the commerce ecosystem1WordSync's origin and significance in the product information spaceThe competitive dynamics between 1Worldsync, Syndigo, and Salsify in the commerce marketThe significance of geographical expansion in M&A strategies.The importance and benefits of strong alignment between sponsors and holding company executive leadership on M&A strategyChapters0:12 Deal Context 1:43 Guest Backgrounds 5:48 Syndigo Founding and Acquisition Strategy 9:32 Investor View on Syndigo's M&A Thesis 13:47 1WorldSync Origins and Strategy 18:07 PowerReviews and Strategic Misalignment 22:09 Syndigo Deal Execution and Private Equity Dynamics 24:04 Running Out of Targets 25:40 Industrial Logic Behind the Merger 27:39 Competitive Landscape and Salsify 30:49 Future Outlook on Marketplaces and IPO 38:38 Wrap-Up and Final ThoughtsConnect with Christian and AyeletAyelet's LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/Christian's LinkedIn: https://www.linkedin.com/in/hassold/Web: https://www.inorganicpodcast.coIn/organic on YouTube: https://www.youtube.com/@InorganicPodcast/featuredConnect with our guest Chris Barnes on LinkedInhttps://www.linkedin.com/in/chris-barnes-a0a7022/Connect with our guest Erik Morton on LinkedInhttps://www.linkedin.com/in/erikimorton/ Hosted on Acast. See acast.com/privacy for more information.

Professor Andrew Wilson from NYU explains why many common-sense ideas in artificial intelligence might be wrong. For decades, the rule of thumb in machine learning has been to fear complexity. The thinking goes: if your model has too many parameters (is "too complex") for the amount of data you have, it will "overfit" by essentially memorizing the data instead of learning the underlying patterns. This leads to poor performance on new, unseen data. This is known as the classic "bias-variance trade-off" i.e. a balancing act between a model that's too simple and one that's too complex.**SPONSOR MESSAGES**—Tufa AI Labs is an AI research lab based in Zurich. **They are hiring ML research engineers!** This is a once in a lifetime opportunity to work with one of the best labs in EuropeContact Benjamin Crouzier - https://tufalabs.ai/ —Take the Prolific human data survey - https://www.prolific.com/humandatasurvey?utm_source=mlst and be the first to see the results and benchmark their practices against the wider community!—cyber•Fund https://cyber.fund/?utm_source=mlst is a founder-led investment firm accelerating the cybernetic economyOct SF conference - https://dagihouse.com/?utm_source=mlst - Joscha Bach keynoting(!) + OAI, Anthropic, NVDA,++Hiring a SF VC Principal: https://talent.cyber.fund/companies/cyber-fund-2/jobs/57674170-ai-investment-principal#content?utm_source=mlstSubmit investment deck: https://cyber.fund/contact?utm_source=mlst— Description Continued:Professor Wilson challenges this fundamental belief (fearing complexity). He makes a few surprising points:**Bigger Can Be Better**: massive models don't just get more flexible; they also develop a stronger "simplicity bias". So, if your model is overfitting, the solution might paradoxically be to make it even bigger.**The "Bias-Variance Trade-off" is a Misnomer**: Wilson claims you don't actually have to trade one for the other. You can have a model that is incredibly expressive and flexible while also being strongly biased toward simple solutions. He points to the "double descent" phenomenon, where performance first gets worse as models get more complex, but then surprisingly starts getting better again.**Honest Beliefs and Bayesian Thinking**: His core philosophy is that we should build models that honestly represent our beliefs about the world. We believe the world is complex, so our models should be expressive. But we also believe in Occam's razor—that the simplest explanation is often the best. He champions Bayesian methods, which naturally balance these two ideas through a process called marginalization, which he describes as an automatic Occam's razor.TOC:[00:00:00] Introduction and Thesis[00:04:19] Challenging Conventional Wisdom[00:11:17] The Philosophy of a Scientist-Engineer[00:16:47] Expressiveness, Overfitting, and Bias[00:28:15] Understanding, Compression, and Kolmogorov Complexity[01:05:06] The Surprising Power of Generalization[01:13:21] The Elegance of Bayesian Inference[01:33:02] The Geometry of Learning[01:46:28] Practical Advice and The Future of AIProf. Andrew Gordon Wilson:https://x.com/andrewgwilshttps://cims.nyu.edu/~andrewgw/https://scholar.google.com/citations?user=twWX2LIAAAAJ&hl=en https://www.youtube.com/watch?v=Aja0kZeWRy4 https://www.youtube.com/watch?v=HEp4TOrkwV4 TRANSCRIPT:https://app.rescript.info/public/share/H4Io1Y7Rr54MM05FuZgAv4yphoukCfkqokyzSYJwCK8Hosts:Dr. Tim Scarfe / Dr. Keith Duggar (MIT Ph.D)REFS:Deep Learning is Not So Mysterious or Different [Andrew Gordon Wilson]https://arxiv.org/abs/2503.02113Bayesian Deep Learning and a Probabilistic Perspective of Generalization [Andrew Gordon Wilson, Pavel Izmailov]https://arxiv.org/abs/2002.08791Compute-Optimal LLMs Provably Generalize Better With Scale [Marc Finzi, Sanyam Kapoor, Diego Granziol, Anming Gu, Christopher De Sa, J. Zico Kolter, Andrew Gordon Wilson]https://arxiv.org/abs/2504.15208

What happens after you land your first job post-PhD? For many researchers, the transition from academia is just the beginning. In this episode of Beyond the Thesis with Papa PhD, Katerina Thomas joins David Mendes to explore how mentorship, self-awareness, and internal motivation shape the next stages of a PhD's career journey. Drawing from her own experience as a PhD in the life sciences now thriving in industry, Katerina reflects on redefining success beyond titles, finding mentors aligned with your values, and the importance of stepping into discomfort to grow. Whether you're still in academia or have already made the leap, this conversation will help you think more intentionally about your career path and about what truly drives you.

In dieser Sonderepisode von "ISM Perspectives on..." beschäftigen wir uns ausnahmsweise nicht mit einem wirtschaftswissenschaftlichen Thema, sondern liefern konkrete Praxistipps für Studierende, die gerade vor dem Schreiben ihrer Abschlussarbeit stehen. Was sind geeignete Ansätze zur Themenfindung? Wie gelangt man von dort zu einer handhaben Fragestellung? Welchen Einfluss haben extrinsische und intrinsische Motivationsfaktoren während des Schreibprozesses? Und welche Hinweise sind nützlich im Hinblick auf Selbstorganisation und Zeitmanagement? Das alles und vieles mehr wollen wir in dieser Study-Service-Susgabe von "ISM Perspectives on…" besprechen, indem wir die Perspektive der Hochschule (in Person von Prof. Dr. Johanna Hailer) und die einer betroffenen Studentin Kim Sonnenberg zusammenbringen.

Bitcoin mining stock investor and hedge fund manager Mike Alfred slings his opinions on IREN, public miners, and AI on the latest Mining Pod. Click Here To Join the BitAxe Giveaway Welcome back to The Mining Pod! Today, Mike Alfred, founder of Alpine Fox LP and a non‑executive director at IREN, joins us to talk about Bitcoin mining economics, AI‑GPU arbitrage, the importance of owning physical infrastructure, and how his permanent‑capital fund navigates massive drawdowns while staying contrarian in a hype‑driven market. Timestamps: 00:00 Start 03:51 Alpine Fox Fund 07:26 IREN allocation 10:26 Why invest in IREN? 16:10 Why post on social? 20:16 Cleanspark 20:44 Binance 25:26 Memetic investing 32:39 Breaking news 36:34 Drawdowns

Click Here To Join the BitAxe Giveaway Welcome back to The Mining Pod! Today, Mike Alfred, founder of Alpine Fox LP and a non‑executive director at IREN, joins us to talk about Bitcoin mining economics, AI‑GPU arbitrage, the importance of owning physical infrastructure, and how his permanent‑capital fund navigates massive drawdowns while staying contrarian in a hype‑driven market. Timestamps: 00:00 Start 03:51 Alpine Fox Fund 07:26 IREN allocation 10:26 Why invest in IREN? 16:10 Why post on social? 20:16 Cleanspark 20:44 Binance 25:26 Memetic investing 32:39 Breaking news 36:34 Drawdowns

It's been less than a week since Charlie Kirk was murdered, and we're here to grope around in the dark for something that resembles a path forward for any of us. Listen, if you must! Has something we said, or failed to say, made you FEEL something? You can tell us all about it by joining the conversation on our Substack or you can send us an email here. Enjoy!Show RundownOpen — Abe at the Hans Zimmer concert8:47 — The murder of Charlie Kirk1:42:44 — Wrap-up! The Long Walk; Charlie Sheen documentary on NetflixRelevant Linkage can be found by visiting https://brainiron.substack.com/, where, if you would like to support this and the other podcasting and blogging endeavors of the Brain Iron dot com media empire, you can also become a paying subscriber.The opening and closing themes of Cast Iron Brains were composed by Marc Gillig. For more from Marc, go to tetramermusic.com.

In this episode of The Girl Dad Show, host Young Han sits down with Patrick Dendy, a former professional athlete turned financial advisor. Patrick shares how his background in sports shaped his grit, patience, and mindset—and how those lessons now guide his work in helping families, especially dads, secure their financial futures. Patrick opens up about the challenges of balancing family life with business, the importance of role modeling for his children, and why soaking in life's fleeting moments matters more than chasing every career milestone. He also shares his belief in free thinking, financial literacy, and enjoying life while planning for the future. ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis — helping founders go further, together. Key Takeaways Patrick's journey from pro athlete to financial advisor Sports taught him perseverance, grit, and patience Family time always takes priority over business commitments Childhood is fleeting—be present and soak it in Role modeling matters more than lectures in parenting Financial literacy is a core value he teaches his daughters Parallels between sports and business leadership Golf as both an outlet and a way to build relationships

An examination of the path to how the Labette Cardinals volleyball program is in the midst of the best season in school history. 

September 14, 2025

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Franco Chomonalez from Sophon Capital to analyze Thunderbird Entertainment (TBRD). Franco shares why the microcap Canadian animation and media company—trading at just 1.6x EBITDA—fits Sophon's investment criteria. They discuss Thunderbird's three revenue models, its role as a low-cost production partner for Disney, and the competitive advantages stemming from Canadian tax credits. The conversation also explores failed M&A efforts, AI disruption risk, shareholder tensions, and the upcoming TSX uplisting as a potential re-rating catalyst.Sophon Capital's site: https://sophoninvest.substack.com/_________________________________________________________[00:00:00] Andrew introduces Franco and Thunderbird[03:23:00] Franco outlines Sophon's microcap thesis[06:17:00] Overview of Thunderbird's business model[09:54:00] Discussion on Thunderbird's cheap valuation[11:39:00] History of Thunderbird and key players[16:05:00] Studio advantages: tax credits, location[18:07:00] Is Thunderbird's work commoditized?[24:26:00] Disney outsourcing versus in-house strategy[29:36:00] 80%+ IP pitch success rate explained[30:21:00] AI risk: upside and private equity fear[39:32:00] Can AI make animators obsolete?[42:49:00] Why hasn't Thunderbird been sold yet?[47:08:00] Debate: reinvest or return capital[53:59:00] TSX uplisting as a near-term catalystLinks:Yet Another Value Blog - https://www.yetanothervalueblog.com See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

What if we told you there's a way to earn yield on ETH, tap public markets, and build a MicroStrategy-style ETH compounding machine, all without touching a hardware wallet? In today's episode, we sit down with Ethereum OG Andrew Keys and SPAC expert Andrejka Bernátová to reveal the “Ether Machine”, a next-gen Digital Asset Treasury (DAT) that could change how institutions invest in ETH forever.~~~~~

Jeremy Au explored why venture capitalists hunt unicorns and how Southeast Asia fits into this global race. He discussed the Asia Partners golden age thesis, the importance of technology stack progression, and how localization shapes billion dollar outcomes. The conversation compared the US, China, India, and Southeast Asia, broke down country strategies, and examined how ideas migrate across ecosystems. 03:10 Golden Age Thesis: Asia Partners argues Southeast Asia is entering a golden age as GDP growth enables tech ecosystems to flourish. 06:00 Technology Stack and Localization: China sped through decades of development, while Southeast Asia companies like Grab had to adapt ride hailing to local gaps such as drivers without smartphones. 09:20 Copy and Localize Models: Founders replicate proven ideas such as Uber or e commerce while tailoring them to Southeast Asia's conditions. 12:15 Fragmented Markets: Southeast Asia is not a single region but a patchwork of cities and countries, making scaling strategies complex. 14:10 Three Paths to Unicorns: Indonesia only giants such as GoJek, regional players like Ninja Van and Shopee, and Vietnam conglomerates like VNG. Watch, listen or read the full insight at https://www.bravesea.com/blog/capital-calls-vs-returns Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

In this episode of The Girl Dad Show, Young Han interviews Ryan Parsons, CEO of Evive Brands and co-founder of The Brothers That Just Do Gutters. Ryan opens up about his entrepreneurial journey—from starting a small gutter business with his brother to leading a multi-brand franchise platform—while raising six kids with his wife. Ryan shares the lessons he's learned from building businesses, the power of franchising to scale impact, and why leadership and values are at the center of everything he does. Beyond business, he reflects on his Christian upbringing, the importance of supportive partnerships, and why he believes in quantity time (not just “quality time”) with his children. Together, they explore: How franchising helped scale a family business into a platform brand The balance between entrepreneurship and parenting six kids The surprising ways parenting reveals selfishness—and how it builds growth Why screens aren't a replacement for creativity and connection The value of community, faith, and living below your means His vision for Evive Brands and the legacy he wants to leave behind ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis — helping founders go further, together.

September 7, 2025

In this episode, we're joined by Ryan Rasmussen, Head of Research at Bitwise, who breaks down their Bitcoin valuation model and why they think BTC could outperform every other asset class over the next decade. We're digging into why macro factors like U.S. debt, rate cuts, and global monetary chaos could make Bitcoin the go-to asset for institutions, retail, and even governments.~~~~~

In this episode, Young Han interviews Jonathan Grzybowski, co-founder and CMO of Penji, about the intersection of fatherhood and entrepreneurship. Jonathan shares his journey of becoming a father, the challenges of balancing business and family life, and the importance of supportive relationships. Jonathan Grzybowski is the CMO and co-founder of Penji, an Inc. 5000 creative subscription service empowering businesses, agencies, and teams with affordable top-tier creative talent. Beyond Penji, Jonathan is a storyteller and content creator, hosting Dear Dads and Free Ideas, where he shares authentic insights on entrepreneurship, leadership, and family life. As a husband, father, and entrepreneur, Jonathan's mission is simple: help those who help others. ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis, helping founders go further, together. Key Takeaways Being a father changes your perspective on life Parenthood is full of both challenges and joys Balancing family and business requires intention and planning Empathy and communication are essential in relationships Creativity should be encouraged in children's growth

In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Nvidia and Marvell, focusing on the implications for the AI market and the challenges posed by geopolitical factors, particularly regarding China. They analyze Nvidia's growth projections, the complexities of ASICs, and the competitive landscape for AI servers, particularly highlighting Dell's position in the market. The discussion also touches on the nuances of CapEx spending and the importance of clear communication from companies to investors.

One of my best conversations with Kale yet

This is a preview of a Patreon-exclusive bonus episode. For complete access to this and all of our bonus content, plus ad-free versions of regular episodes, merch discounts, presale tickets to live shows, and more, become a Patreon supporter of The War on Cars. In this bonus episode, Doug and I discuss a couple of recent studies that look at just how destructive cars are to the social fabric of our communities, how they decrease life satisfaction, and how walkable neighborhoods with public gathering places are an important resources for combating the loneliness epidemic.  As we often say, we have custom-built our communities for cars, in the name of convenience. That obviously sucks for those of us who don't want to drive. But the crazy thing is, as we have often pointed out, that it also sucks for people who do think that driving it's a terrific way to get around. In the full bonus, we also give you our take on David Byrne's Subway Takes appearance—and his take about urban bike etiquette! Become a Patreon supporter of the podcast for access to the entire episode. Pre-order our new book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, coming in October from Thesis, an imprint of Penguin Random House. And catch us on tour this fall and beyond. Tickets for live shows are on sale now!    

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Should the bus be free? That's the question everyone following the New York City mayoral race is asking, with Democratic primary winner Zohran Mamdani promising to focus on fast, free buses if he's elected to City Hall. Eliminating bus fares is a big idea, but is it a good one? Like a lot of things in politics, there's no simple answer. That's why we asked Yonah Freemark — a researcher in cities, land use, and transportation at the Urban Institute — to walk us through the pros and cons of making the bus free for everyone. Whatever you think about it, the good news is that everyone is talking about bus riders. That's a win in our book. Support The War on Cars on Patreon and receive exclusive access to ad-free versions of regular episodes, Patreon-only bonus content, Discord access, invitations to live events, merch discounts and free stickers! ***Our new book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, will be published on October 21, 2025 by Thesis, an imprint of Penguin Random House. Pre-order now.*** Purchase tickets for our Life After Cars publication party and live show at The Bell House in Brooklyn on October 28th. And find us in other cities for our book tour including San Francisco, Seattle, Vancouver, and more. The War on Cars is produced with the generous support of the Helen & William Mazer Foundation. This episode was sponsored by Cleverhood and Upway. Listen for the latest discount codes. Check out Mamala Food by Dani Finkel. (She designed our logo!) SHOW NOTES Learn more about Yonah Freemark and his work at the Urban Institute. Watch Zohran Mamdani on The Breakfast Club.  Charlie Komanoff: Free buses would mean faster buses and more riders. (Streetsblog) Andrew Cuomo has a less ambitious free bus plan. (Gothamist) Boston has free buses on three routes. (Boston.gov) New York's free bus pilot. (MTA.info) This episode was recorded at the Brooklyn Podcasting Studio. www.thewaroncars.org