Podcasts about Thesis

TO BUY SILVER & GOLD, contact Andy's firm at info@milesfranklin.comThe precious metals appear to have recovered from their recent pullback as gold futures vaulted over $4,200/oz today while silver futures surpassed $53/oz.So, is the precious metals rally back on?I asked this question to Andy Schectman in today's livestream. He think it very well may be.We discuss this plus a host of other PM-related topics. To hear it all, click here or on the video below.FYI: if you're looking to purchase bullion online, Thoughtful Money recommends Miles Franklin, co-founded, owned and operated by Andy. The firm has been in operation since 1989, and is a full-service precious metals broker with a mission to educate the masses on the benefits & principles of sound money and deliver fair pricing.Given the important of the partnership between Thoughtful Money and his firm, Andy himself has offered to give Thoughtful Money followers the “white glove” treatment. So if you're interested in learning more about their services, email them directly at info@milesfranklin.com and Andy or one of his lieutenants will give you personal attention, answer all your questions and work to get you the products that best meets your needs at the best possible price.#goldprice #silver #preciousmetals 00:00:00 — Is the rally back on? — initial take00:02:53 — How the price was knocked down (overnight dump, low liquidity)00:03:38 — Who bought the dip (Bank of America, Morgan Stanley)00:08:35 — Concern: inventory squeeze — intro to supply question00:09:56 — Tether and stablecoin buying of gold explained00:11:19 — Retail premiums and US Mint supply issues00:13:53 — Thesis: revaluing gold to devalue the dollar and reshore manufacturing00:18:01 — Kystan USD stablecoin backed by gold — broader trend00:20:22 — Tether at mining summit / disintermediation of miners00:23:14 — Silver as a strategic battleground (industrials vs investors vs states)00:24:32 — Silver added to US critical minerals list — implications00:26:04 — Primary silver production challenges; byproduct supply issues00:28:13 — Will silver become an heirloom metal again?00:38:44 — Shanghai futures, Russia, Hong Kong vaults — repo facility theory00:46:04 — Institutional positioning: $96M GLD call block (December bets)00:52:16 — User questions: selling bullion — process overview01:00:16 — Shipping & insurance details (USPS vs FedEx; insurance limits)01:06:24 — Confiscation risk discussion — likelihood and institutional focus_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

A shocking report by the Independent Police Conduct Authority has revealed a litany of serious failings in the handling of complaints relating to the disgraced former deputy commissioner Jevon McSkimming. Not only were the complaints from a former lover diverted from the appropriate channels by senior leaders including former police boss Andrew Coster, the woman involved was arrested and prosecuted for harmful digital communications. The new commissioner and the police minister insist that it is a failure of a small group of senior leaders – “bad apples”, as Mark Mitchell put it – rather than something systemic or cultural. But, ask Annabelle Lee-Mather, Ben Thomas and Toby Manhire, almost 20 years after the damning Margaret Bazley report that followed the Louise Nicholas case, is that explanation good enough? Plus: Parliament has two newly independent MPs, following the Te Pāti Māori National Council expelling Mariameno Kapa-Kingi and Takuta Ferris “for breaches of Kawa (the Party's constitution)”. As the implosion in the party deepens, a number of questions remain unanswered. Christopher Luxon and Winston Peters are exchanging blows over asset sales – is this a fracture in the coalition, an exercise in nostalgia, or two bald men (apologies Mr Peters, this is very much a metaphor) fighting over a comb? And changes to the Zero Carbon Act were announced with zero fanfare – what does it mean for New Zealand climate action and Paris commitments? Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is part of a special series called "Changing American Car Culture" funded with the generous support of The Helen and William Mazer Foundation. As historian Peter Norton documents in his book, Fighting Traffic, the death and destruction caused by the introduction of automobiles into U.S. cities in the early part of the 20th century caused a lot of people to challenge the notion that such machines would ever become popular. In response, autmobile companies, car dealers, driving enthuisasts, and others went on the offense, creating the culture that gave rise to the mass adoption of cars and the phenomenon of forced car dependence. In this special episode, producer Ilana Strauss brings us a story that begins with the pushback against automobiles, the fight for speed governors, and the unlikely partnership between a Studebaker dealer and a young academic who manufactured the rules and norms that came to shape American streets at the expense of anyone who isn't in a car. 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, is out now from Thesis, an imprint of Penguin Random House. Pre-order now and find us on tour.***  This episode was sponsored by Cleverhood. Listen for the latest discount code. www.lifeaftercars.com

Charles Schwab's Nathan Peterson believes the U.S. government reopening will offer a new base of support for markets, though he warns investors to watch for a forming rotation. As companies like Nvidia (NVDA) and CoreWeave (CRWV) sell off, he explains the move out of tech may be used to support market breadth in the broader indices.======== 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

How to Build a Sustainable, Scalable Business: Insights from Young Han, Fractional COO/CFOIn this episode of The Thoughtful Entrepreneur, host Josh Elledge interviews Young Han, multi-entrepreneur, founder of Always Han and Thesis, and host of The Girl Dad Show. Young shares his experience as a fractional COO/CFO, helping companies between $10M and $100M in revenue make data-driven, sustainable growth decisions. The discussion dives into how founders can scale methodically, balance emotion with logic, and build systems that create long-term stability instead of short-term excitement.Building a Sustainable Business ModelYoung explains that scaling a business requires more than ambition—it requires structure, clarity, and discipline. As a fractional COO/CFO, he brings high-level strategy and operational focus to businesses that are ready to grow but not yet large enough for a full executive team. He emphasizes separating emotion from decision-making and using quantifiable data to guide growth, helping founders see where they can take calculated risks versus emotional leaps.A key part of his process is understanding the founder's actual goals—whether it's income, freedom, or eventual sale—and aligning operational and financial strategies around those priorities. Young believes in the power of methodical, “boring” business-building: creating repeatable systems, managing risk intelligently, and using debt strategically rather than emotionally. His philosophy proves that success doesn't require chaos or constant reinvention—it comes from consistency, structure, and clear decision frameworks.Young also encourages founders to embrace what he calls “Built Boring,” a mindset focused on long-term results over flashy short-term wins. By grounding strategy in data and disciplined execution, leaders can create scalable businesses that endure—ones that don't rely solely on the founder's daily grind to survive.About Young HanYoung Han is a fractional COO/CFO, serial entrepreneur, and founder of Always Han, where he helps companies scale through structured financial and operational strategy. With a portfolio of over 20 growing businesses, Young specializes in guiding founders through the complexities of sustainable growth, decision frameworks, and strategic risk management. He is also the host of The Girl Dad Show, where he shares his insights on leadership, parenting, and entrepreneurship.About Always HanAlways Han is a business strategy and leadership development firm founded by Young Han, focused on helping entrepreneurs and business owners scale sustainably through data-driven decision-making, operational clarity, and financial discipline. By offering fractional COO/CFO services, personalized coaching, and educational resources, Always Han empowers founders to separate emotion from strategy and build businesses that endure. Through frameworks, tools, and real-world insights, Always Han helps leaders grow logically, lead confidently, and achieve sustainable success.Links Mentioned in This EpisodeAlways Han WebsiteYoung Han LinkedIn ProfileKey Episode HighlightsFractional executives bring strategic expertise without full-time cost.Founders must separate emotion from data when making big decisions.Sustainable scaling means building “boring,” repeatable systems.Understand your risk tolerance—debt can be a powerful growth tool if used wisely.Success is built through structure, consistency,...

Insights into the past, present and future of crypto, tech and AI with Reid Hoffman. Follow the podcast ⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠. LinkedIn co-founder and PayPal founding board member Reid Hoffman joins "CoinDesk Spotlight" to discuss his innovator journey from "PayPal mafia" to creating LinkedIn and moving into crypto and AI. Hoffman dives deep into the "discomfort" with AI development, his thoughts on crypto's political divide, and what he's building at the intersection of AI and digital assets. - This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes. - Break the cycle of exploitation. Break down the barriers to truth. Break into the next generation of privacy. Break Free. Free to scroll without being monetized. Free from censorship. Freedom without fear. We deserve more when it comes to privacy. Experience the next generation of blockchain that is private and inclusive by design. Break free with Midnight, visit midnight.network/break-free - Genius Group has partnered with CoinDesk for Bitcoin Treasury Month, launching the Genius x CoinDesk Quest. Participants can join the Bitcoin Academy, complete free microcourses from experts like Natalie Brunell and Saifedean Ammous, and enter to win 1,000,000 GEMs (worth 1 BTC) promoting bitcoin education and adoption. Learn more at: https://www.geniusgroup.ai/coindesk-bitcoin-treasury-month/ - OwlTing (Nasdaq: OWLS) is building invisible rails for global payments. With OwlPay, businesses and users can bridge fiat and stablecoins, send money instantly across borders, and access stablecoin checkout at lower costs. Licensed worldwide, OwlTing delivers secure, compliant, and regulated infrastructure for the digital economy. Learn more at ⁠⁠⁠⁠owlting.com⁠⁠⁠⁠. - Timestamps: 3:10 - The Thesis of Borderless, Networked Communities and Satoshi's Genius5:15 - PayPal: The Forerunner to Crypto15:01 - How PayPal Cooperated with the FBI to Change Regulatory Perception18:02 - Reid's Shift in Focus to AI20:37 - Crypto's Reputation in Silicon Valley24:41 - The Cognitive Industrial Revolution31:13 - Reid's Position on the Future of Stablecoins36:38 - Blockchain and IP Rights in the Age of AI45:06 - Does AI Create Sameness and Slop?48:11 - The Left's Big Mistake on Crypto53:05 - What does Reid Envision for the Future of Crypto? - This episode was hosted by Sam Ewen. “CoinDesk Spotlight” is produced by Sam Ewen, Jennifer Sanasie, Taylor Fleming and Victor Chen.

Nadella's comments on the AI power crisis. Plus, why every CEO should follow Palantir's (PLTR) playbook… Bill Gates' shocking pivot on climate change… Key takeaways from Election Tuesday… Why the Fear Index is useless… And JPMorgan's (JPM) latest crypto move. In this episode: Bill Gates' shocking pivot on climate change [0:38] Key takeaways from Election Tuesday [10:19] A big disconnect between the Fear Index and the market [14:12] Every CEO should follow Palantir's investor relations playbook [19:41] Nadella just confirmed our thesis on the AI power crisis [36:41] JPMorgan just took another big leap into crypto [49:01] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

In this kickoff episode, we draw the big picture of how TradFi is a multiplier for crypto, the barriers to TradFi adoption, and how crypto can overcome - or is already overcoming - those barriers. This is the path to quadrillions moving onchain. -- Quadrillions brings together the voices defining the next era of finance. From institutional rails to stablecoins and privacy, the series dives into how traditional markets, crypto innovation, and regulatory frameworks are converging to bring the full force of capital markets onchain. Join hosts Jason Yanowitz, Yuval Rooz, and Eric Saraniecki for deep dives with special guests Shaul Kfir, Don Wilson, Mike Belshe, Justin Peterson, Acting Chair Caroline Pham, Eli Ben-Sasson, and more. Produced by Blockworks and Canton Network. For more information, check out https://quadrillionspod.com/ -- Follow Canton: https://x.com/CantonNetwork Follow Don: https://x.com/drwconvexity Follow Yuval: https://x.com/YuvalRooz Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Timestamps: (0:00) Introduction (2:57) DRW's Origin Story (9:32) Digital Asset's Thesis (12:36) TradFi's Early Relationship With Crypto (15:32) Deciding to Build Canton (21:03) The Importance of Onchain Privacy (23:42) Canton's Approach to Privacy (28:28) Deciding When to Launch Canton (36:23) Canton's June 2025 Fundraise (39:59) The Scale of Tokenization (50:35) Canton's Progress Thus Far (54:54) Will AI and Crypto Converge? (58:10) Are Circuit Breakers a Good Idea? (1:02:48) Bringing Quadrillions Onchain -- Disclaimer: “Quadrillions” is a mini-series produced by Blockworks, and is sponsored by Canton Network. Nothing on this show is a recommendation to buy or sell securities or tokens. It's for informational purposes only, and the views expressed by anyone on the show are solely their opinions, not financial advice or necessarily the views of Blockworks. Our hosts, guests, and the Blockworks team may hold positions in companies, funds, or projects discussed, including those related to Canton Network.

In this episode of Let's Get Civical, Lizzie and Arden do a special biopic on one of the infamous Sons of Liberty, Samuel Adams! Join them as they explore his life leading up to politics, his intense harassment of the British, and how he really is what started the Revolutionary War!  Follow us on Twitter and Instagram at @letsgetcivical, @lizzie_the_rock_stewart, and @ardenjulianna. Or visit us at letsgetcivical.com for all the exciting updates! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Girl Dad Show, host Young Han sits down with Joel Flory, Co-Founder and Executive Chairman of VSCO (Visual Supply Company). Joel shares his journey from professional photographer to tech founder, and how his approach to leadership has evolved alongside his role as a father of two teenage daughters. From stepping down as CEO to embrace a new chapter as executive chairman, Joel reflects on what it means to lead with humility, balance ambition with family, and stay grounded in purpose. The conversation explores the lessons of fatherhood, the importance of listening, and how community, feedback, and continuous growth shape both his work and his life. All episodes of The Girl Dad Show are proudly sponsored by Thesis — helping founders go further, together. Takeaways Parenting is a team sport that requires listening Professional and personal growth often mirror each other Work-life balance starts with prioritizing health and family Feedback is a cornerstone of continuous improvement Transitioning from CEO to Executive Chairman demands humility Leadership is about service, not control Community involvement leaves a lasting legacy Executive coaching fuels purpose and growthnthood requires grace, empathy, and adaptability Family goals can be structured like business OKRs Success means building a significant business while being present for family

Nous voici dans le 74 ième épisode de Quantum, le podcast mensuel francophone de l'actualité quantique.  Evénements passés Q2B 2025 Paris : https://www.youtube.com/watch?v=w4kyIJBJfNQ&list=PLh7C25oO7PW2rdumZq-QVGuuvjfWQ86KfSlides Olivier : The energetic challenges of FTQC et An End-User View of Hardware Roadmaps. Quantum Effects à Stuttgart les 7 et 8 octobre.https://www.messe-stuttgart.de/quantum-effects/en/ Journées QuantAlps 2025 à Grenoble, les 13 et 14 octobre. https://quantalps.univ-grenoble-alpes.fr/ Conférence IRIT à Toulouse le 16 octobre. https://filesender.renater.fr/?s=download&token=085da056-b530-4774-9d91-af6b755eca6a Quantum Munich Software Forum : https://www.cda.cit.tum.de/research/quantum/mqsf/ 20 ans de Teratec au CNAM : le 23 octobre, complété par la sortie d'un livre blanc « Les clés du numérique » https://teratec.eu/library/pdf/2025/LIVRE_BLANC_TERATEC_INTERACTIF_2025-10-22.pdf Conférence SWITCH à Singapour https://www.switchsg.org/ Evénements à venir Conférence de la Société Française de Génie des Procédés le 5 novembre à Paris. https://www.sfgp.asso.fr/Q9w95JK6d5t6yWrSC4UcTm2eMqRG358vibZBtdWV22uk494Ys3/uploads/2025/10/CL-MQ-flyer-prog.pdf QET-W, le second forum sur les technologies habilitantes aura lieu le 13 novembre sur le campus de Saint Germain en Layehttps://server.matchmaking-studio.com/fr/QETw2025/ GDR-TEQ 2025 à Grenoble des 12 au 14 novembrehttps://gdrteq2025.sciencesconf.org/OVHcloud Summit à Paris le 20 novembrehttps://summit.ovhcloud.com/fr/ Symposium France Singapour chez Bpifrance à Paris les 25 et 26 novembre (inscriptions). Avec notamment une intervention d'Alain Aspect en compagnie d'Artur Ekert. QUEST-IS  du 1er au 4 décembre 2025 https://conference-questis.org/quest-is-2025/program/tqci-seminar/ Q2B Santa Clara la seconde semaine de décembre.Le code QP-20-SV permet d'obtenir une reduction de 20%https://q2b.qcware.com/conference/2025-silicon-valley Actualités en France Documentaire France TV Rhône Alpes sur Xavier Waintal du CEA-IRIG à Grenoble.https://www.france.tv/documentaires/documentaires-science/7561721-le-cantique-du-quantique.htmlhttps://www.linkedin.com/posts/cea-irig_informatiquequantique-quantumcomputing-activity-7381939028151156736-vz_P Alain Aspect à Grenoble à la conférence à l'UGA. https://www.youtube.com/watch?v=CgwyND3qK7QIsentroniq Cette startup a été créée par Paul Magnard, un ancien chercheur d'Alice&Bob, qui a créé une technique de câblage compact pour le pilotage de qubits supraconducteurs, qui permet d'évacuer la chaleur dissipée dans les étages supérieurs du cryostat. La startup faisait une levée fonds de 7.5M€ ce qui est remarquable pour une startup lancée en début d'année.https://www.isentroniq.com/Thesis.htmlhttps://www.journaldunet.com/web-tech/1545177-isentroniq-leve-7-5-millions-d-euros-pour-industrialiser-les-ordinateurs-quantiques/ Pasqal Ils s'installent à Chicago, https://www.linkedin.com/posts/consulate-general-of-france-in-chicago_major-news-for-quantum-innovation-ugcPost-7382184161177989120-goB9Ils obtiennent un financement de 30M€ à l'EIC. https://www.linkedin.com/posts/pasqal_quantumcomputing-deeptech-eic-activity-7383399892213243905-rZIAIls annoncent aussi la création d'un laboratoire en Corée du Sud avec des financements locaux venant notamment de LG Electronics. https://www.pasqal.com/fr/newsroom/pasqal-expands-into-korea/ Quandela Ils livraient Lucy, l'ordinateur quantique photonique au Très Grand Centre de Calcul du CEA, dans le cadre du programme européen EuroHPC géré en France par GENCI. Avec 12 qubits. https://www.quandela.com/about-us/newsroom/quandela-delivers-lucy-the-most-advanced-photonic-quantum-computer-worldwide-to-eurohpc-and-genci-at-ceas-tgcc/ Ils présentaient aussi une étude de cas réalisée avec CACIB sur de la prévision de risque de crédit. Cela rappelle celle qui avait été réalisée en 2022 avec Multiverse et Pasqal. 

Let it be. America's never been stronger, poetry, the Jabberwocky.Appreciating the nonsense of language. Lewis Carol, George McDonald and C.S. Lewis.Californication, people don't listen to the lyrics of music but Sumo hears words quite well.Glossolalia, the world is made out of language.Children growing up without language.There's a linguistic barrier that affects how you see the world.The primary sin of modernityThe way you use words structures your reality. The modern world is dead and English is haunted.Thesis, antithesis and now we're at the synthesis stage.What you give your attention to you'll see.What you're able to see is circumscribed by your language. The reproduction crisis in science.People find trouble because they're looking for it.Charles Darwin and the homeopath.Cortez arriving in the Americas and the natives being unable to see his ships.The moose and the helicopter, the yin and yang of existence.You have to be comfortable making up your own words.The perfection of logos.Support the showMore Linkswww.MAPSOC.orgFollow Sumo on TwitterAlternate Current RadioSupport the Show!Subscribe to the Podcast on GumroadSubscribe to the Podcast on PatreonSubscribe to the Podcast on BuzzsproutBuy Us a Tibetan Herbal TeaSumo's SubstacksHoly is He Who WrestlesModern Pulp

Professor Mohammad Rasekh investigates a classical theological problem: do divine laws derive from inherent benefits and harms, or from pure command? Engaging Shaykh Anṣārī and the principle of maṣāliḥ wa mafāsid wāqiʿīyya, he dissects the tension between reason and revelation in determining moral reality. His discussion challenges listeners to consider whether religious law is descriptive of truth or prescriptive of obedience.

Joe highlights a few ironic things that some Protestants do when they celebrate Reformation Day. Transcript: Joe: What’s actually happening in the Reformation is no less dark. It’s still celebrating sin only. Now it’s the sin of schism. It’s less spooky maybe, but it’s not less sinful. Thesis number 25 says that the power which the Pope has in general over purgatory corresponds to the power which any bishop or curate has in a particular way in his own diocese. And per, I don’t know of a lot of Protestants who would agree with that. If you’re imagining ...

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. Back in September, Sarah moderated a conversation with Paris Mayor Anne Hidalgo as part of Climate Week events in New York City. The event was presented by the Clean Cities Campaign and Respire, a Paris-based nonprofit that focuses on improving air quality. We talked about her work removing cars from the city, reducing air pollution, and cleaning up the Seine. Become a Patreon supporter of the podcast for access to the entire episode. Order our new book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, out now 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!

We break down @MustStopMurad's “17 Commandments” for identifying 100x coins and measure how @natgmi stacks up against each one. From the cult-like community around Digital Matter Theory to the mechanics behind Bitcoin's slowing growth and the mining subsidy dilemma, this episode explores how NAT might represent the second chance at Bitcoin. We also discuss the return of “Memecoin Moses,” the psychology of speculative markets, and why aligning both sides of the brain—meme energy and fundamental innovation—might be the key to finding the next 1000x opportunity. Topics: Next, From the cult-like community around Digital Matter Theory to the mechanics behind Bitcoin's slowing growth to the mining subsidy dilemma, this episode explores how NAT might represent the second chance in Bitcoin and Finally, discuss the return of “Memecoin Moses” Please like and subscribe on your favorite podcasting app! Sign up for a free newsletter: www.theblockrunner.com Follow us on: Youtube: https://bit.ly/TBlkRnnrYouTube Twitter: bit.ly/TBR-Twitter Telegram: bit.ly/TBR-Telegram Discord: bit.ly/TBR-Discord

In this episode of The Girl Dad Show, host Young Han sits down with Grant Marcks, Partner at The Riverside Company, to unpack his journey through private equity, franchising, and fatherhood. With over 15 years of experience in business development, capital markets, and relationship management, Grant leads Riverside's franchise industry specialization, sourcing investments and shaping strategy across the lower and middle markets. He shares how internships shaped his path, the unique dynamics of the franchise world, and how private equity is evolving with new entrants and market shifts. Beyond finance, Grant reflects on the importance of relationships, patience, and being present for his young family — proving that success isn't just measured by deals closed, but by the impact made at home. ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis — helping founders go further, together. Takeaways Franzy is creating a marketplace for buying and selling franchises Alex's journey started in the laundry industry during college Franchisors often struggle financially until hitting scale Happiness is a guiding principle for both parenting and business Parenthood requires grace, empathy, and adaptability Family goals can be structured like business OKRs Success means building a significant business while being present for family

Gold "doesn't seem like it has any chance of slowing down," says Will Rhind. He points a likely run-up to several factors, from a weakening dollar, to persistent inflation, to central banks around the global loading up on the rare metal. Will later explains why gold mining stocks don't offer the same upside potential to the asset itself.======== 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

What happens when a high-powered executive walks away from a billion-dollar corporate role to build a life of passion-driven ventures? In this episode of Beyond the Thesis with Papa PhD, David speaks with George Appling – former McKinsey partner turned “passionpreneur,” festival founder, and author of Don't Settle: A Pick-Your-Path Guide to Intentional Work. George shares his transformative pivot from strategy consulting and telecom leadership to launching a medieval theme park, a summer camp rooted in artisan crafts, a mead company, and a nonprofit for veterans. His story is a blueprint for mid-career reinvention and aligning work with personal values.

In this episode of The Girl Dad Show, Young Han sits down with Alex Smereczniak, co-founder and CEO of Franzy, a marketplace designed to democratize buying and selling franchise businesses. Alex shares his entrepreneurial journey — from launching a laundry business in college to building Franzy — and dives deep into the unique challenges and opportunities within the franchise ecosystem. The conversation explores the balance between business and family, the overwhelming early days of parenthood, and how empathy, grace, and structured family goals play a key role in navigating both worlds. Alex also highlights why happiness is his North Star, the importance of adaptability in parenting and entrepreneurship, and what success truly means to him. ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis — helping founders go further, together. Takeaways Franzy is creating a marketplace for buying and selling franchises Alex's journey started in the laundry industry during college Franchisors often struggle financially until hitting scale Happiness is a guiding principle for both parenting and business Parenthood requires grace, empathy, and adaptability Family goals can be structured like business OKRs Success means building a significant business while being present for family

The Real Reason America Is Turning from God with Pastor Lucas MilesEpisode Description:In this powerful continuation of The Pagan Threat series, Pastor Lucas Miles unpacks how the Hegelian dialectic—thesis, antithesis, and synthesis—has become the engine driving America's moral and cultural drift.From the shift away from a constitutional republic to the erosion of biblical values, Lucas exposes how conflict is strategically manufactured to advance ideological change. He explains how this same dialectic now shapes conversations around marriage, gender, government, and even the church itself.Lucas confronts the rise of modern paganism and goddess worship, showing how ancient spirits of rebellion—Asherah, Diana, and Gaia—have reemerged in pop culture and progressive spirituality. Drawing from Scripture and history, he traces the spiritual roots of feminism, socialism, and radical environmentalism, connecting them to a single global agenda: to replace God with man-made utopia.You'll also hear Lucas explain the “master-slave dialectic” and how it fuels identity politics, feminism, and digital idolatry—from the sexual revolution to the rise of OnlyFans. His message is clear: every attempt to find identity apart from Christ leads to bondage.

The Real Reason America Is Turning from God with Pastor Lucas MilesEpisode Description:In this powerful continuation of The Pagan Threat series, Pastor Lucas Miles unpacks how the Hegelian dialectic—thesis, antithesis, and synthesis—has become the engine driving America's moral and cultural drift.From the shift away from a constitutional republic to the erosion of biblical values, Lucas exposes how conflict is strategically manufactured to advance ideological change. He explains how this same dialectic now shapes conversations around marriage, gender, government, and even the church itself.Lucas confronts the rise of modern paganism and goddess worship, showing how ancient spirits of rebellion—Asherah, Diana, and Gaia—have reemerged in pop culture and progressive spirituality. Drawing from Scripture and history, he traces the spiritual roots of feminism, socialism, and radical environmentalism, connecting them to a single global agenda: to replace God with man-made utopia.You'll also hear Lucas explain the “master-slave dialectic” and how it fuels identity politics, feminism, and digital idolatry—from the sexual revolution to the rise of OnlyFans. His message is clear: every attempt to find identity apart from Christ leads to bondage.

Bitcoin dropped to $106K after a sudden Friday sell-off, triggering panic across crypto markets—but Swan's team remained calm, stressing the long-term thesis is unchanged.John Haar and Isaiah noted that Bitcoin fell just 10% while altcoins crashed 50–90%, underscoring Bitcoin's liquidity and resilience.The team compared the pullback to past cycles, arguing this is not a cycle top but typical mid-bull market volatility.Discussion on Fed Chair Powell signaling an end to QT and potential rate cuts—seen as a tailwind for Bitcoin as monetary easing returns.John highlighted data showing Bitcoin rose 750% during the Fed's tightening cycle, disproving the myth that Bitcoin only thrives under easy money.A deep dive into the Fed's balance sheet showed that long-dated Treasury holdings have never decreased since 2008, signaling systemic dependence on debt monetization.Chamath Palihapitiya's claim that quantum computing could break Bitcoin in 2–5 years was debunked—experts and developers agree it's decades away and Bitcoin can adapt.The team explored how AI could reshape the economy, potentially displacing workers and pushing governments toward UBI—but also creating new industries and efficiencies.Brady and John debated whether UBI could be socially beneficial or harmful; both agreed Bitcoin offers protection in any fiat debasement scenario.The show wrapped with reactions to Larry Fink's 60 Minutes appearance comparing Bitcoin to gold and Elon Musk's recent positive Bitcoin comments. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

On the two hundred and seventy-eighth episode of THE THIRD ACT PODCAST, the crew are experiencing strange tingling sensations.Christian, Jericho, and returning guest Mayra Russo get together for a spooky season-themed episode titled "Horror Hive 2025" where they dissect three horror-adjacent films, William Castle's 1959 camp classic THE TINGLER, German artist/filmmaker Muscha's lo-fi punk curio DECODER (1984), and Alejandro Amenábar's 1996 cerebral thriller, THESIS. But first, THE SPIDER LABYRINTH (1988), MAGIC (1978), THE ETERNAL (1998), PLAY DIRTY, Larry Cohen's Q (1982), KPOP DEMON HUNTERS, HIM, THEY SHOOT HORSES, DON'T THEY? (1969), and ROOFMAN get the jumbo Recently Watched treatment.  They also discuss 1950's domesticity/sexual repression, screaming to relieve tension, surveillance states, punk analog mixtapes, AI slop, audiovisual violence, and inviting your stalker to coffee.Subscribe to Jericho's Substack: symbioticreviews.substack.comKeep in touch with us on Instagram and email us anytime at: TheThirdActPodcast@gmail.com  

In this episode of the Bitcoin for Corporations Show, host Pierre Rochard is joined by Khing Oei, Founder and CEO of Treasury, to unpack one of the most important macro theses in modern finance: how Bitcoin is evolving beyond "digital gold" to become the capital base layer of the global economy — and why that shift could disrupt credit markets at their core.Oei shares his expertise in credit markets and distressed asset investing, breaking down why Bitcoin treasury companies exist while gold treasury companies never emerged, and how equity issuance, regulatory arbitrage, and balance sheet engineering are accelerating institutional Bitcoin adoption. The conversation explores how securitized Bitcoin products and corporate treasury structures could unlock a massive wave of demand — creating a reflexive feedback loop that transforms balance sheets, yield curves, and global capital flows.You'll also learn how Europe's regulatory landscape and tax treatment are shaping the next phase of Bitcoin-backed credit, why companies like MicroStrategy pioneered this model, and how future corporate issuers could become engines of structural demand far larger than ETFs or retail investors.Chapters:00:00 – Intro: Bitcoin vs. Gold – The Treasury Debate00:55 – Treasury: Going Public in Amsterdam01:23 – From Goldman Sachs to Bitcoin: Khing Oei03:04 – Why Bitcoin Treasury Companies Exist — And Gold Never Will07:45 – Scaling the Bitcoin Treasury Model: Balance Sheet Engineering Explained14:12 – Preferred Shares, Perpetuals, and the Rise of Bitcoin-Backed Credit21:38 – Equity vs. Debt: Strategic Capital Structure on a Bitcoin Standard28:04 – Investor Appetite and Yield Dynamics in Bitcoin-Backed Instruments34:52 – Building a Bitcoin Ecosystem: Media, Events, and Network Effects41:10 – Corporate Treasuries: Driving Reflexive Demand48:03 – The Path to Institutional Maturity: From Treasury Strategy to Financial Products54:45 – Macro Shifts: European Pension Funds and Fixed Income Culture1:02:00 – Regulatory Arbitrage in Europe?1:04:03 – Europe's Fiscal Health and Bond Yields: Macro Forces Fueling the Bitcoin Era

What if your academic CV is working against you? This week on Beyond the Thesis with Papa PhD, creative strategist and branding expert Michael Dargie joins David Mendes to reframe how researchers can become memorable in non-academic spaces. Drawing from his new book Brandjitsu, Michael shares his unique approach to personal branding, designed for introverts and extroverts alike. Learn why showcasing only 20% of your experience can be more powerful than oversharing, and how to shift the spotlight from your journey to your audience's needs. You'll learn: Why clarity beats complexity when talking about your PhD background How to tailor your “brand story” to industry audiences The difference between “showing up” and commanding attention How to overcome the emotional challenge of pruning your experience How to think like Yoda, not the hero, in your narrative Whether you're navigating your next PhD career transition or still figuring out how to tell your story, this conversation is packed with actionable strategies.

Thomas Lamb, CEO of Myriad Uranium (OTCQB: MYRUF | CSE: M) isn't surprised at the outperformance of uranium stocks at this point, as a perfect storm sweeps the sector and exposes a supply-demand imbalance that is far more severe than most analysts were anticipating. Thomas breaks down how the US government's scramble for domestic production changes the game, along with explaining how Myriad Uranium fits into the picture, with their Copper Mountain uranium project in Wyoming.Myriad Uranium website: https://myriaduranium.comFollow Myriad Uranium on X: https://x.com/MyriadUraniumDisclaimer: Commodity Culture was compensated by Myriad Uranium for producing this interview. Jesse Day is not a shareholder of Myriad Uranium. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

In this episode of The Girl Dad Show, host Young Han sits down with Kevin Noble, a mechanical engineer turned operator and finance partner, to explore how intentional parenting and entrepreneurship intersect. After a decade helping Atlassian scale—including leading a 135-person enablement organization—Kevin founded Group 18 in 2025, where he now serves as a fractional COO, helping companies deliver predictable execution, make faster decisions, and increase margins. Kevin shares his personal journey from corporate life to entrepreneurship, how meditation has shaped his parenting, and why he believes love is an act—not just a feeling. He opens up about his approach to raising three kids in Austin with his wife and two rescued pit bulls, the lessons learned from his upbringing, and his philosophy of fostering curiosity, presence, and self-awareness in both business and parenting. ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis and Owners Club — helping founders go further, together. Takeaways Transitioning from corporate life to entrepreneurship brings both growth and challenges Meditation fosters intentional parenting and self-awareness Love is shown through actions, not just words Balancing work and family requires presence and communication Encouraging curiosity and independence helps children thrive Leadership is about respect and listening, not always being the smartest in the room

Discover how WebAI is revolutionizing AI by enabling powerful models to run directly on devices.About the episode:Nataraj chats with David Stout, founder of WebAI, about bringing AI infrastructure to edge devices. David shares his journey from a Michigan farm to pioneering techniques for compressing AI models onto phones, laptops, and even airplanes. They discuss the importance of data privacy, real-time processing, and the shift from cloud-based AI to a web of interconnected, specialized AI systems working across devices. Learn about WebAI's vision for the future of AI and how they achieved a $700 million valuation.What you'll learn- Understand the limitations of cloud-based AI and the advantages of edge computing for data privacy and real-time processing.- Discover how WebAI compresses and optimizes large AI models to run efficiently on everyday devices like phones and laptops.- Learn about the potential of a decentralized “web of models” and how it could revolutionize various industries.- Explore the key factors driving WebAI's success, including their focus on horizontal technology and support for diverse AI models.- Gain insights into the future of AI hardware and software.About the Guest and Host:Guest Name: David Stout, Founder of WebAI, pioneering AI infrastructure for edge devices.Connect with Guest:→ LinkedIn: https://www.linkedin.com/in/davidpstout/ → Website: https://www.webai.com/Nataraj: Host of the Startup Project podcast, Senior PM at Azure & Investor.→ LinkedIn: https://www.linkedin.com/in/natarajsindam/→ Substack: ⁠https://startupproject.substack.com/⁠In this episode, we cover(00:01) Introduction and Guest Introduction(01:35) David's Journey in AI and Machine Learning(03:51) Bringing AI Models to Devices(05:49) Applications of AI on Devices(08:10) The Thesis for Starting Web AI(11:16) Optimizing for Specialized Models(15:02) Web AI's Customers and Use Cases(17:00) Hardware Optimization for Web AI(19:12) Lightweight Personal Models(22:55) The Trajectory of Foundational Model Companies and AGI(31:48) Emergent Behavior and Intelligence(35:17) Prompts Don't Pay Bills(41:22) Meta's Approach to Recruiting and Spending(44:51) Form Factors in AI(51:04) Surprising AI Products(52:42) Breakthroughs in AI Research(56:31) XAI's Models(01:03:24) The Future of Google and Search(01:06:39) Finding David and WebAIDon't forget to subscribe and leave us a review/comment on YouTube Apple Spotify or wherever you listen to podcasts.#AI #EdgeComputing #MachineLearning #DataPrivacy #WebAI #ArtificialIntelligence #DecentralizedAI #AIInfrastructure #Startup #Technology #Innovation #Podcast #Entrepreneurship #TechStartups #DeepLearning #ModelCompression #AIModels #Inference #NatarajSindam #StartupProject

October 12, 2025

In this episode of Dissertation Deconstructed, we tackle one of the most challenging—and essential—parts of the doctoral journey: developing your theoretical framework. Many students struggle to move from uncertainty to understanding when it comes to aligning theory with research purpose. Join Dr. Denise Nixon as she breaks down how to identify, evaluate, and select a framework that provides direction and credibility for your study. An excerpt from a previous episode featuring Dr. Azadeh Osonloo sheds light on key factors to consider when developing the theoretical framework. You'll learn practical strategies for connecting your research questions to existing theory, avoiding common pitfalls, and articulating your framework with confidence.This episode will help you move from confusion to clarity in building a strong theoretical foundation for your dissertation.Dr. Azadeh Osonloo - LinkedIn - https://www.linkedin.com/in/azadeh-o-b73189b/ Article: Understanding, selecting, and integrating a theoretical framework in dissertation research: Creating the blueprint for your “house”  by Dr. Cynthia Grant and Dr. Azadeh OsanlooMusic by Moses Harris from PixabaySubscribe & Follow the Show! http://www.faithpointed.comLinkedin: https://www.linkedin.com/in/denisenixon/

Will Reeves co-founded Fold in 2019 and has served as Chief Executive Officer of Fold and as a Director since its inception. Over the past eight years, Mr. Reeves has held product leadership positions at Thesis, Inc., A3Ventures, LLC and BYND, leading digital transformation and the development of innovation projects for Google and other Fortune 500 technology companies. Prior to founding Fold, Mr. Reeves was the Head of Payments at Thesis, Inc. from May 2018 to September 2019, where he led the development and strategic direction of the Bitcoin venture studio's innovative payment and financial technologies. Mr. Reeves also has extensive experience in consumer finance. Prior to joining Thesis, Inc., Mr. Reeves played a key role at A3 Ventures, advancing mobility and commerce through the corporate innovation and investment arm of American Automobile Association. Mr. Reeves holds a B.A. in Rhetoric and Political Science from the University of California, Berkeley. We believe Mr. Reeves is well qualified to serve on the New Fold Board because of his background in product development, consumer finance and bitcoin and his operational and historical expertise gained from serving as Fold's Chief Executive Officer since August 2019. In this conversation, we discuss:- Why Big Tech Wallets Didn't Change the Economics of Spending - Fold's Approach: Redefining the Economics - Bitcoin rewards without "buy-in" - Building a “Bitcoin-first” financial product stack - Challenges of building with Bitcoin - Crypto/Bitcoin maturity & infrastructure improving - Building Bitcoin payments + Bitcoin custody into the app - BTC All-time high - Current outlook on BTC - Bitcoin giftcards FoldX: @fold_appWebsite: foldapp.comLinkedIn: FoldWill ReevesX: @wlrvsLinkedIn: Will Reeves---------------------------------------------------------------------------------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

On this episode Shiv interviews Lindsay Gray, Partner at Pacific Lake, to explore how the firm backs entrepreneurs through the Entrepreneurship Through Acquisition (ETA) or search fund model—an approach that turns traditional private equity on its head by starting with the entrepreneur before the company.Lindsay walks through Pacific Lake's industry thesis–driven search process, explaining how they identify and support first-time CEOs, often straight out of business school, to acquire and scale small to mid-sized businesses. She details what Pacific Lake looks for in potential searchers—from “followership” and “figure-it-out-ness” to true commitment to the ETA path—and how their team of experts guides these entrepreneurs through diligence, acquisition, and operational scaling.The conversation also covers how Pacific Lake structures incentives and equity for searchers, maintains a 70%+ acquisition rate, and leverages a dedicated value creation team to help new CEOs build leadership capacity, professionalize go-to-market and operations, and pursue add-on acquisitions. Lindsay also discusses their long-term hold strategy, designed to give successful CEOs liquidity while continuing to compound value in the firm's strongest companies.This episode offers a deep look at how Pacific Lake has helped shape the ETA ecosystem, supporting over 300 search funds and more than 150 acquisitions, and the lessons they've learned about people, prioritization, and partnership as the foundation of value creation.

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  

Gm! This week Michael Marcantonio joins the show to discuss the future of Solana & DeFi. We deep dive into Michael's thesis for internet capital markets, Solana's decentralized Nasdaq end state, the role of DATs in DeFi, the Galaxy business model & more. Enjoy! -- Follow Michael: https://x.com/marcryptonio 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/ -- Timestamps: (0:00) Introduction (1:59) The Ultimate Solana Thesis (5:27) DeFi At Galaxy (7:21) Solana's Decentralized Nasdaq Thesis (12:32) Katana Ad (13:35) Forward Industries & Solana DATs (34:22) Integrating DeFi With Solana DATs (42:18) Internet Capital Markets (52:51) Katana Ad (53:54) The Rise of Prop AMMs (1:04:33) The Galaxy Business Model & Launching GalaxyOne (1:12:11) L1s, L2s & Scalability (1:27:40) What Does Solana Need To Improve? -- 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. Jack, and our guests may hold positions in the companies, funds, or projects discussed.

In this Girl Dad Talk episode of The Girl Dad Show, Young Han and guest host Eric Liu dive into the transformative role of AI in the modern workplace and beyond. From AI-generated resumes and the new dynamics of job interviews to content creation, automation, and financial modeling, they explore how AI is reshaping both business and personal life. The conversation also touches on the future of bookkeeping, education, and personal branding, highlighting both the challenges and opportunities that come with rapid AI adoption. Together, they emphasize the importance of adaptability, trust, and maintaining balance as technology continues to evolve. ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis, helping founders go further, together. Takeaways AI is transforming the hiring process, from resumes to interviews Businesses are leveraging AI for content creation and automation Bookkeeping and financial modeling are prime candidates for AI disruption Personalized education through AI could reshape learning Building a personal brand is more important than ever in a digital world Adaptability is key to thriving in the age of AI Balance and perspective are essential when integrating technology

October 5, 2025

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 The Girl Dad Show, Young Han catches up with Eric Liu to talk about the realities of balancing business, family, and personal growth. Young reflects on his recent successes with Blue Ocean, including closing a funding round, while also sharing the challenges that come with business growth and shifting family dynamics. The conversation dives into lessons learned from past business failures, the evolving role of fatherhood, and the importance of gratitude and perspective in both life and work. Young also outlines his vision for the future—building a unique operating system for small businesses—and explains why tracking inputs and outputs is critical for success. ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis — helping founders go further, together. Key Takeaways Successfully closing a funding round for Blue Ocean The impact of business growth on family life Parenting insights and the importance of communication with partners Lessons learned from past business challenges Future plans to create a small business operating system Tracking inputs and outputs as a tool for better outcomes Why gratitude and perspective shape happiness The need to align time and values in work and family life

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

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

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!    

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

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