Podcasts about Thesis

In this episode, we sit down with Rebecca Kaden, General Partner at Union Square Ventures, where she invests in the next generation of AI, software, and technology companies shaping the future.We discuss why AI is still dramatically underhyped, how venture capitalists identify world-changing technologies before everyone else, the future of open versus closed AI ecosystems, why the best investors think in decades instead of years, and the frameworks Rebecca uses to evaluate the next wave of billion-dollar companies.If you're interested in AI, venture capital, startups, investing, or understanding how the world's best investors think, this episode is for you.This episode is supported by Sydecar, HEX, Wispr Flow, Granola, Beehiiv, KalshiSydecar: https://sydecar.io/partners/trailblazersbeehiiv: https://www.beehiiv.com/splash?utm_campaign=trailblazers-2026-Partnership&utm_medium=podcast&utm_source=trailblazers&utm_term=podcast-1&stripe_campaign_code=TRAILBLAZERS30 (or use code “trailblazers30” for 30% OFF)*beehiiv has a major announcement coming July 16 - can't say more, but you won't want to miss it. RSVP here: https://www.beehiiv.com/summer-release-2026Granola: http://granola.ai/trailblazers*Granola is the official notetaker of Trailblazers. Check out the episode show notes here: https://notes.granola.ai/t/8dccb81c-ac02-48e1-afb3-b6a7d8ff9160-00b881l8Kalshi: http://Kalshi.com/r/trailblazersWispr Flow: https://ref.wisprflow.ai/trailblazersHEX: http://hex.ai/trailblazers

In this episode of The Girl Dad Show, Young Han talks with Drew Chalfant, VP of Legal & Compliance at HomeFront Brands and co‑owner of HAWKs Charlotte–Lake Norman, about work‑life integration, franchise ownership, and parenting with purpose. Drew shares the risk that reshaped his family life, the discipline behind choosing the right hard things, and how unstructured outdoor play is helping his kids become confident leaders. Expect practical lessons on building systems for business, nurturing entrepreneurial kids, and creating community through meaningful work. Key takeaways include that work and life are interconnected and true balance is integration, choosing your hard builds discipline, children learn more from example than words, pursuing challenging but manageable goals creates fulfillment, and community is central to lasting happiness. Connect with Drew Chalfant

Sam Kazemian makes the case that there's no hidden "dead body" under this digital assets cycle, and he breaks down how GENIUS-compliant stablecoins could power instant business banking, from incorporation to payroll to DeFi, from day one. He also unpacks Frax's new banking partnership with Erebor and why he believes a handful of stablecoin consortiums could become "the next Visa network."Sam Kazemian is the Founder of Frax, a protocol behind frxUSD and one of the earliest and longest-running stablecoin projects in digital assets.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:34 No Big Dead Bodies In Crypto06:26 Instant Business Banking Onchain09:50 Frax's Erebor Banking Partnership15:55 Open USD Alliance Explained21:13 The Next Visa Network Is Forming25:46 Genius Compliant Or BustGuest Socials:Sam Kazemian X: https://x.com/samkazemianFrax Finance X: https://x.com/FraxFinanceFrax Finance Website: https://frax.com/Partners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at 1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---

Marvin Barth is the creator of Thematic Markets and Seriously, Marvin?!. Thematic Markets is rigorous, institutional-quality research aimed at market professionals, while Seriously, Marvin?! presents more accessible takes on contrarian musings Marvin doesn't have time to research at Thematic Markets. Both publications benefit from the uniquely broad perspective on the global political economy Marvin has gained from a three-decade career spanning nearly every asset class, academia, central banking, finance ministry, and international institutions. This includes working at Barclays Investment Bank, Citi, the Federal Reserve Board, the U.S. Treasury Department, and the Bank for International Settlements.  The Localisation Thesis Manufacturing vs. The AI "Bubble" The Labour Disconnect (Poetry vs. Welding) Trump 2.0: Preparedness and Instincts The Iran War and American Exceptionalism The Fed's "Neutral Rate" Error The Rise of Kevin Warsh The Brexit Reality Check Andy Burnham: The "Low Delta Call Option"

Send us Fan MailFive family office investors and operators introduce themselves — a former Air Force pilot who built the US military's innovation arm, a second-gen family office focused on drone and security tech, a distressed real estate fund manager, a first-gen family office founder who invented a sleep supplement, and a 25-year PE managing partner. The intros lead directly into a live deal breakdown on distressed office space: a 200,000 sq ft Chicago building that traded at $25M bought for $2.5M, and a 390,000 sq ft downtown Chicago building that was a $160M deal acquired for $18.5M. The thesis: you don't need it to rebound 100%. Buying at these prices, 50% is more than enough.About Family Office ClubThe world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions.

Lara Nuchowicz is the Principal at AR Capital, a next-gen allocator at the family office, where she manages the private markets portfolio. She started attending investment meetings with her father at fifteen, sitting across from Chase Coleman at Tiger, Steve Cohen at Point72, and Jim Simons at Renaissance. In 2017 she deployed her first capital, and today she owns sourcing, diligence, and monitoring across a portfolio of more than 80 venture funds, with the family screening around 500 managers a year. She has also launched her own fund-of-funds platform, now on its second vehicle, and hosts an invite-only family office retreat twice a year in Spain and Switzerland. Almost every manager she backs runs a fund under $100M and is under thirty.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe cover:→ Why there was no single moment she knew, and what actually changed in 2017→ The family philosophy: back people, back them early, stay twenty years→ Why venture doesn't scale, and what that forces you to do→ Funds vs directs, and why the two are not a trade-off→ Running 80+ funds with a three-person team→ The invite-only family office retreat, and why there's no membership fee→ Building a fund-of-funds that isn't a blind pool of capital→ How mixing directs into the vehicle answers the double-fee critique→ Why she'd rather back an emerging manager than write a check to Sequoia→ Fund size as the return lever: under $100M, ideally under $50M→ Tracking talent before thesis, and backing managers under thirty→ The consumer fund she passed on that's now at 7x MOIC and 3x DPI→ What emerging managers get wrong when they pitch family offices→ Why a family office is a resource, not a check→ The next gen's real edge, and where most of them go wrongLinks:Connect with Lara: https://www.linkedin.com/in/lara-nuchowicz/Connect with Prashant: https://linkedin.com/in/choubeysahabVC10X newsletter - https://vc10x.beehiiv.comYouTube - https://youtube.com/@VC10XApple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3kVC10X website - https://vc10x.comTimestamps:(00:00) - Why emerging managers are a better fit than brand-name funds like Sequoia.(00:45) - Common mistakes emerging managers make when approaching family offices.(01:02) - Introduction to the episode and guest, Lara Nuchowicz.(02:28) - Lara's gradual journey into the family's investment business.(04:42) - The family's core investment philosophy of backing people early.(06:51) - Balancing fund investments vs. direct investments in companies.(09:33) - Lara's role and autonomy within the family office.(10:45) - The exclusive, invite-only family office retreat Lara hosts.(13:29) - Managing a lean team and internal processes at a family office.(14:55) - Launching a fund of funds platform with a family office mindset.(18:23) - Addressing critiques of the fund of funds model like double fees and liquidity cycles.(21:48) - How family offices handle tax implications in venture investing.(24:10) - The strategic reasons for backing emerging managers over established brand-name funds.(27:14) - Investment Strategy: Prioritizing talent over a specific thesis.(29:49) - The right and wrong ways for emerging managers to approach family offices.(32:43) - The story of a fund she passed on that returned 7X and the lesson learned.(34:41) - The evolving role of the next generation in family office investing.(37:17) - Lara's approach to raising her child in a family of investors.(41:04) - Final advice for emerging managers on building long-term relationships.(42:43) - Start of the Rapid Fire round.(43:02) - Investment focus: Regions and sectors.(43:21) - Typical check size for fund investments.(43:38) - Ideal investment stage for fund managers.(44:06) - How to connect with Lara.

Merneptah started his reign aggressively, striking a belligerent tone in his royal names and launching an expedition to Canaan in the first few years. In the process, his troops captured Ashkelon, Gezer, and Yenoam, and dealt with a tribe called "Israel." Simultaneously, Merneptah achieved a great diplomatic coup when we brought Ugarit back into the Egyptian sphere. Music by Keith Zizza & Luke Chaos. Video version available at www.patreon.com/egyptpodcast Merneptah General Dodson, A. (2016). Poisoned Legacy: The Decline and Fall of the Nineteenth Egyptian Dynasty (Revised edn). Iskander, S. (2002). The Reign of Merneptah [Unpublished PhD. Thesis]. Kitchen, K. A. (1987). The Titularies of the Ramesside Kings as Expression of their Ideal Kingship. Annales Du Service Des Antiquités de l'Égypte, 71, 131--141. Servajean, F. (2014). Mérenptah et la fin de la XIXe dynastie. Sourouzian, H. (1989). Les Monuments du roi Merenptah. Canaan, Ugarit, Proto-Israelites (Summary) Cline, E. H. (2021). 1177 B.C. The Year Civilization Collapsed (Revised edn). Dever, W. G. (2017). Beyond the texts: An archaeological portrait of ancient Israel and Judah. Hasel, M. G. (1998). Domination & Resistance: Egyptian Military Activity in the Southern Levant, ca. 1300-1185 BC. Higginbotham, C. R. (2000). Egyptianization and Elite Emulation in Ramesside Palestine: Governance and Accommodation on the Imperial Periphery. Kahn, D. (2024). The order of Merenptah's reliefs at the Cour de la Cachette, Karnak and its implications. JSSEA, 51, 15-43 online. Killebrew, A. E. (2020). Early Israel's Origins, Settlement, and Ethnogenesis. In B. E. Kelle & B. A. Strawn (Eds.), The Oxford Handbook of the Historical Books of the Hebrew Bible (pp. 79--93). https://www.academia.edu/101675394/Early_Israels_Origins_Settlement_and_Ethnogenesis_by_Ann_E_Killebrew_2020 Kitchen, K. A. (2004). The Victories of Merenptah, and the Nature of their Record. Journal for the Study of the Old Testament, 28(3), 259--272. https://doi.org/10.1177/030908920402800301 Lackenbacher, S. (1995). Une Correspondence entre l'administration du pharaon Merneptah et le roi d'Ougarit. In Le pays d'Ougarit autour de 1200 av. J.-C.: Histoire et archéologie (pp. 77--84). https://www.mission-ougarit.fr/parutions/serie-ras-shamra-ougarit/ Maeir, A. M. (1988). Remarks on a Supposed “Egyptian Residency” at Gezer. Tel Aviv, 15, 65--67. https://doi.org/10.1179/tav.1988.1988.1.65 Morris, E. F. (2005). The Architecture of Imperialism: Military Bases and the Evolution of Foreign Policy in Egypt's New Kingdom. Morris, E. F. (2015). Egypt, Ugarit, the God Ba'al, and the Puzzle of a Royal Rebuff. In J. Mynářová, P. Onderka, & P. Pavúk (Eds.), There and Back Again—The Crossroads II (pp. 315--351). Charles University. https://academiccommons.columbia.edu/doi/10.7916/D8WW9154 Rainey, A. F. (2001). Israel in Merenptah's Inscription and Reliefs. Israel Exploration Journal, 51(1), 57–75. https://www.jstor.org/stable/27926956 Singer, I. (1988). Merneptah's Campaign to Canaan and the Egyptian Occupation of the Southern Coastal Plain of Palestine in the Ramesside Period. Bulletin of the American Schools of Oriental Research, 269, 1--10. https://doi.org/10.2307/1356946 Singer, I. (2011). The Calm Before the Storm: Selected Writings of Itamar Singer on the late Bronze Age in Anatolia and the Levant. Steiner, R. C. (2024). Merenptah's Israel, His Shasu Militiamen, His Copper Caravan Route, and the Watering Stations Bearing His Name at Kadesh-Barnea and Me-Nephtoah: Part One. In B. P. Muhs & F. D. Scalf (Eds.), A Master of Secrets in the Chamber of Darkness: Egyptological Studies in Honor of Robert K. Ritner (pp. 329--402). https://www.academia.edu/123986155/Merenptahs_Israel_his_Shasu_militiamen_his_copper_caravan_route_and_the_watering_stations_bearing_his_name_at_Kadesh_barnea_and_Me_nephtoah_Part_One Yurco, F. J. (1986). Merenptah's Canaanite Campaign. Journal of the American Research Center in Egypt, 23, 189--215. https://doi.org/10.2307/40001099 Learn more about your ad choices. Visit megaphone.fm/adchoices

Does Christopher Nolan have a pattern when it comes to writing women? In this episode of Middle Row with Coco Mocoe, we analyze Nolan's adaptation of The Odyssey through a feminist film lens—examining how his female characters often act as emotional vessels, plot catalysts, and symbols of male regret. Drawing from Sverre Sigfussion's thesis, "Noir Guilt Complex: The Death of Women as a Catalyst for Character Development," we look back at films like Inception, The Dark Knight, The Prestige, and Oppenheimer, and map those character tropes onto The Odyssey's key female figures: Penelope (Anne Hathaway), Circe (Samantha Morton), Calypso, and Athena. Read the thesis herePlus, we break down standout performances and the controversial casting of Travis Scott as the Bard. CHAPTERS: Introduction — 0:00 The 2015 Thesis — 5:03 The Prestige — 5:44The Dark Knight — 6:28 Inception — 6:42 Oppenheimer — 7:44Other male directors portrayal of women in the storyline — 11:40 SPOILERS AHEAD Penelope in the Odyssey — 17:09Circe — 19:16 Calypso — 24:16 Athena — 27:18 The making of the odyssey -- 30:54 If you made it this far, you're already a Coconut — so make it official.

Jesus Christ is God and Savior.

Introduction: Martin Luther nailed his famous 95 Thesis as an indictment against the Roman Catholic Church to the door of the Castle Church in Wittenberg, Germany as a warning and a call to reason. He never set out to start a new denomination, but was calling God's people back to faithfulness and was…

Google's latest earnings weren't just about another strong quarter.They offered one of the clearest signals yet on the health of the AI investment cycle.From resilient Search revenue to continued Cloud growth and massive AI infrastructure spending, the results suggest that AI is becoming deeply embedded across Google's business—not just as a product, but as a platform.In this episode, we break down what Google's earnings mean for the broader AI thesis and why investors across the semiconductor, cloud, and infrastructure ecosystem should be paying attention.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comKey topics we explore:– What Google's earnings reveal about AI adoption– Why Search remains more resilient than many expected– How Gemini and AI are being integrated across Google's products– Why Google Cloud remains a key beneficiary of enterprise AI– What continued AI infrastructure spending means for Nvidia, TSMC, ASML, Micron, and the broader supply chain– The key metrics investors should watch over the coming quartersThe bigger question:Are Google's results evidence that AI is already generating real business value, or is the market still too optimistic about long-term returns?For investors, Google's earnings provide another important data point that the AI infrastructure buildout—and enterprise adoption of AI—remains firmly on track.LINKSPrashant Choubey - ⁠https://www.linkedin.com/in/choubeysahab⁠Subscribe to VC10X newsletter - ⁠https://vc10x.beehiiv.com⁠Subscribe on YouTube - ⁠https://youtube.com/@VC10X⁠Subscribe on Apple Podcasts - ⁠https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986⁠Subscribe on Spotify - ⁠https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ⁠VC10X website - ⁠https://vc10x.com⁠For sponsorship queries reach out to prashantchoubey3@gmail.comThis channel is for asset managers, allocators, and investors who want analysis that holds up—not headlines dressed as insight.Subscribe for weekly data-driven breakdowns of the forces reshaping capital markets.#Google #Alphabet #AI #ArtificialIntelligence #Gemini #GoogleCloud #Nvidia #ASML #TSMC #Micron #Semiconductors #Investing #TechStocks #VC10X #Finance #CloudComputing #BigTech #Earnings #WallStreet #Markets

Leading author, journalist, and thinker David Frum discusses Prime Minister Carney's efforts to build a coalition of middle powers as Western allies reconsider their relationship with an increasingly unreliable United States. He argues that Trump's threats against allies—from Greenland to Canada—have fundamentally severed America's alliance system, creating a more transactional and unstable global order. He also examines whether Carney's "rupture thesis" represents sound policy or risks provoking American retaliation and discusses the limits of expecting a return to traditional U.S. leadership.The Hub is Canada's fastest growing independent digital news outlet.Subscribe to The Hub's podcast feed to get our best content when you are on the go:https://tinyurl.com/3a7zpd7e (Apple)https://tinyurl.com/y8akmfn7 (Spotify)Follow The Hub on X: https://x.com/thehubcanada?lang=enCREDITS:Amal Attar-Guzman - Producer and Editor Sean Speer - Host Hosted on Acast. See acast.com/privacy for more information.

Maredith Hannon breaks down why WisdomTree built its own end-to-end tokenization platform rather than relying on partners, and explains why she believes regulatory clarity from the GENIUS and CLARITY Acts will unleash a "tidal wave" of onchain asset growth. She also makes the case that privacy and identity are the next must-solve primitives for institutional adoption of tokenized assets.Maredith Hannon is the Head of Business Development at WisdomTree Digital Assets, a division of the $170+ billion global ETF and ETP sponsor building tokenized money market funds, stablecoins, and real-world asset products.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro02:37 Building Their Own Tech Stack05:18 Who Wins The Tokenization Wave09:04 Choosing The Right Partners11:31 Why A Tokenized Money Market Fund13:37 Clarity Act Deadline Looms15:39 Genius Act's Tidal Wave Effect19:13 Vaults And Custom Portfolios22:05 Why Privacy Is Non-Negotiable27:37 Why Investors Choose TokenizationGuest Socials:WisdomTree X: https://x.com/WisdomTreePrimeWisdomTree Website: https://www.wisdomtreeprime.com/Partners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_i...---

Our final Life After Cars book tour roundup episode is here, with our reports from Atlanta, Memphis, Chicago, Montréal, Orlando, Portland, Maine, and many, many more great North American cities! We get into the good, the bad, and the ugly of everything we saw out there on the road. Plus a discussion of…Reverse Copenhagen Syndrome? Become a Patreon supporter for access to ad-free episodes and exclusive bonus content. Order our book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, out now from Thesis, an imprint of Penguin Random House. Save 20% on everything in our official merch store with code HOTBIKESUMMER. Buy a certified, pre-owned e-bike from Upway or sell your own bike! Visit Upway.co to get rolling. Thanks also to Cleverhood. Listen to this episode for the latest discount code and get 15% off the best rain gear for walking and cycling. TheWarOnCars.org  

In this episode, we sit down with Geoff Woo, Co-Founder and Managing Partner of Antifund, an unconventional venture capital firm investing in the next generation of companies across technology, consumer, defense, and culture. Geoff is also the Founder and Executive Chairman of Ketone-IQ and has built businesses alongside creators like Jake and Logan Paul, giving him a unique perspective at the intersection of venture capital, entrepreneurship, and internet culture.We discuss why venture capital is "high-class begging," how Antifund uses celebrity partnerships to win the most competitive startup deals, why attention is becoming more valuable than capital, how AI is changing the future of startups and human expertise, the philosophy behind Ketone-IQ, and the mindset founders need to build category-defining companies.If you're interested in startups, venture capital, AI, entrepreneurship, creator businesses, or learning how top investors think, this episode is for you.This episode is supported by Sydecar, HEX, Wispr Flow, Granola, Beehiiv, KalshiSydecar: https://sydecar.io/partners/trailblazersbeehiiv: https://www.beehiiv.com/splash?utm_campaign=trailblazers-2026-Partnership&utm_medium=podcast&utm_source=trailblazers&utm_term=podcast-6&stripe_campaign_code=TRAILBLAZERS30 (or use code “trailblazers30” for 30% OFF)*Granola is the official notetaker of Trailblazers! Check out the episode show notes here: https://notes.granola.ai/t/7b44b7f3-ac56-487b-befa-81d024355e49-00b881l8Kalshi: http://Kalshi.com/r/trailblazersWispr Flow: https://ref.wisprflow.ai/trailblazersHEX: http://hex.ai/trailblazers

Nick Grossman is a General Partner at Union Square Ventures. In this conversation, we break down his "Rebel Alliance" thesis for AI — why he believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter.=====================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $2,000 in rewards.=====================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).=====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =====================0:00 - Intro0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI7:15 - General-purpose vs. specialized models in USV's portfolio8:40 - Compute costs & the rise of model routing11:14 - Inside USV's internal multi-agent system16:25 - AI's role in venture capital & autonomous investing22:50 - How AI reshapes market signals & information edges27:06 - Apps building models & the fight over your data35:31 - Five-year outlook for the AI stack37:57 - US vs. China: the "philosophy" of AI models40:30 - Personalized AI & where the Rebel Alliance thesis plays43:53 - The dark side: jobs, data centers & society47:44 - AI as a personal superpower & neural implants

One of the hardest questions every trader faces is:"Has my trading thesis actually changed?"A stock pulls back after you buy...Is it just normal volatility?Or is it a sign that the trade is no longer valid?In this episode, we build a practical framework for answering that question objectively. You'll learn how to separate chart-based evidence from emotion so you can make better decisions about when to hold, add, reduce, or exit a position.Join the Free Trading CommunityJoin our free trading community (full course + weekly live Q&A):

Andre Cronje breaks down why he believes decentralization is dead as a design goal, and unpacks how Flying Tulip is rebuilding DeFi composability. He also explains the security-versus-UX tradeoffs behind circuit breakers, upgradable contracts, and Flying Tulip USD's delta-neutral staking design.Andre Cronje is the Founder of Flying Tulip and a veteran DeFi builder known for creating Yearn Finance, Sonic, and several other foundational protocols in decentralized finance.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro05:58 Security Versus UX Tradeoffs11:05 Decentralization Is Dead17:28 Curated Vaults Hide Real Risk21:00 Flying Tulip's Core Thesis23:05 Rebuilding DeFi Composability30:02 RFQ-Based Liquidations Explained33:20 Why Equity Margin Accounts40:29 Permissionless Single Asset Pools43:31 Origin Of Flying Tulip USD46:19 Delta Neutral Staking YieldGuest Socials:Andre Cronje X: https://x.com/AndreCronjeTechFlying Tulip X: https://x.com/flyingtulip_Flying Tulip Website: https://x.com/flyingtulip_Partners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_i...---

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Run That Prank Back - Can Your Wife Help Me With My Thesis full 532 Thu, 16 Jul 2026 14:05:27 +0000 g87SJ7wWilwtBlgtkfSu4oDPZXNricoQ comedy SHMS Shenanigans! comedy Run That Prank Back - Can Your Wife Help Me With My Thesis Catch up on what you missed on The Steve Harvey Morning Show. 2024 © 2021 Audacy, Inc. Comedy https://player.amperwavepodcasting.c

Join the movement. Wear the message. Share the truth.The future belongs to those who recognize what's happening and take action. Bet Against The Fed is more than a slogan, it's a statement of financial awareness and independence.Get your shirt today and help spread the message:https://www.bonfire.com/betagainstthefed/

Drew Perkins talks with with author and educator Christian Moore to critically examine the "just tell them" model of instruction often championed by popular "science of learning" advocates. Drawing from his book, Teaching Meaning: What Works When Telling Isn't Enough, Moore introduces the framework of "enactivism"—the cognitive science-based perspective that meaning cannot be simply transmitted from teacher to student, but must be actively enacted through experience. This conversation challenges the reliance on scripted, atomized curricula and argues for a "Teaching With" approach that prioritizes professional judgment, relational adaptation, and the critical role of variation in student learning. Links & Resources Mentioned In This Episode Have some feedback you'd like to share? You can email me at drew@thoughtstretchers.org. If you enjoyed this episode, please share it and please leave a review on Apple Podcasts or wherever you're listening. Key Takeaways & Learning Objectives The Enactivist Framework: Understand the shift from viewing students as "storage vessels" to "active inferencers" who construct meaning through mutual, relational adaptation. Defining Instructional Stances: Distinguish between "Teaching To" (agreement-based), "Exploring With" (discovery-based), and "Teaching With" (relational adaptation), and why the latter is the most effective for deep understanding. The Role of Variation: Discover why "variety gives meaning"—and how structuring lessons around key distinctions rather than isolated facts helps students make sense of complex systems. Critiquing the "Science of Learning": Explore the limitations of pre-requisite knowledge checks and rigid cognitive load strategies that can sometimes deskill teachers and reduce learning to shallow recitation. Restoring Professional Agency: Learn why experienced educators must prioritize community of practice over top-down, punitive administrative mandates to prevent the "deskilling vortex." Episode Highlights & Timecodes 00:10:02 – The Thesis of Enactivism: An introduction to Christian Moore's work and how enactivism bridges the gap between progressive discovery and traditionalist instruction. 00:13:12 – The Three Stances: Moore defines the framework of "Teaching To," "Exploring With," and "Teaching With." 00:17:01 – The Critique of "Just Tell Them": Why the "science of learning" advocacy can lead to a culture of achievement that prioritizes performance over authentic understanding. 00:36:38 – Meaning as an Enacted Process: Why teaching is a biological and relational process, not a data transmission problem. 00:45:41 – Planning for Key Distinctions: Practical strategies for lesson planning that center on distinguishing concepts rather than flat delivery of content. 01:10:45 – Premeditated vs. Relational Teaching: The danger of "atomized" lessons and why real-time, feedback-driven teaching is essential for cognitive development. 01:23:03 – Combating the "Deskilling Vortex": A critical look at how scripted curricula and high-stakes inspection cultures impact teacher retention and professional growth.

Charles Schwab's Nate Peterson explains the bearish case for the memory market and why Micron's (MU) performance could shape the industry's outlook. He also discusses Apple's (AAPL) partnerships with AI research labs to examine how advances in AI model compression could affect future memory demand. David also shares his outlook for the Magnificent Seven and what these developments could mean for investors.======== 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

An OpenAI insider warns there is a 70% chance advanced AI goes horribly wrong—but the deeper danger is who controls it. As Elon Musk, Sam Altman and the world's largest technology companies race for AI dominance, this video explores jobs, surveillance, political power, energy, abundance and why the AI arms race may secretly be one of the strongest Bitcoin theses yet.SPONSORS

Show Notes - https://forum.closednetwork.io/t/episode-59-collect-first-justify-later/199Website / Donations / Support - https://closednetwork.io/support/BTC Lightning Donations - closednetwork@getalby.com / simon@primal.netThank You Patreons & Direct Supporters! - https://www.patreon.com/closednetworkhttps://xmrchat.com/closednetworkDirect Support - https://closednetwork.ioSubscribe Without Patreon - https://closednetwork.io/#/portal/signupMichael Bates - Privacy Bad AssDavid - Privacy Bad AssTK - Privacy Bad AssTrying - Privacy Bad AssVO - Privacy Bad AssMrMilkMustache - Privacy SupporterHutch - Privacy AdvocateInferno_Potato Privacy SupporterDolores Y - Privacy SupporterDirect Support - Craig D Thank You Producers! You Produce This Show!TOP LIGHTNING BOOSTERS !!!! THANK YOU !!!@bon thousands and thousands and thousands of SATs sats!!@fireflygow - 5,000 sats!!frigolay - 34,540 SATs.. HOLY SHITEwardemoff - 5,000 SATsSilas ThornbrookXMR CHAT BOOSTS- HookersOnPhonics - $20Thank You To Our Moderators:Unintelligentseven - Follow on NOSTR primal.net/p/npub15rp9gyw346fmcxgdlgp2y9a2xua9ujdk9nzumflshkwjsc7wepwqnh354dMaddestMax - Follow on NOSTR primal.net/p/npub133yzwsqfgvsuxd4clvkgupshzhjn52v837dlud6gjk4tu2c7grqq3sxavtJoin Our CommunityClosed Network Forum - https://forum.closednetwork.ioJoin Our Matrix Channels!Main - https://matrix.to/#/#closedntwrk:matrix.orgOff Topic - https://matrix.to/#/#closednetworkofftopic:matrix.orgSimpleX Group Chat - https://smp9.simplex.im/g#SRBJK7JhuMWa1jgxfmnOfHz7Bl5KjnKUFL5zy-Jn-j0Join Our Mastodon server!https://closednetwork.socialFollow Simon On The SocialsMastodon - https://closednetwork.social/@simonNOSTR - Public Address - npub186l3994gark0fhknh9zp27q38wv3uy042appcpx93cack5q2n03qte2lu2 - primal.net/simonTwitter / X - @ClosedNtwrkInstagram - https://www.instagram.com/closednetworkpodcast/YouTube - https://www.youtube.com/@closednetworkEmail - simon@closednetwork.ioSpecial Thanks to - EloquentWinter for creating - A Linux guide on MAC address randomizationhttps://forum.closednetwork.io/t/a-linux-guide-on-mac-address-randomization/189TOPICSIN THIS EPISODE01The Man Who Built FISA — And Watched It BreakThe FBI lawyer who designed the bureau's FISA safeguards says that after he left in 2006 they were dismantled — and the system ballooned into Section 702.02EU Chat Control: The Majority Said No. The Scan Survived.A parliamentary majority voted against message scanning on 9 July — and it survived anyway on a second-reading technicality, now running to 2028.03SCOTUS, Flock & the Cameras That Don't Care.The Supreme Court ruled that reconstructing your movements is a 'search' — but 113,000+ license-plate cameras keep rolling, and the fix isn't in a courtroom.04Your Face Is a Password You Can't Change.Madison Square Garden's facial-recognition system leaked — watchlists included — after a single phishing call. Why every face database is a breach-in-waiting.05Tools to Own the Stack.Three open-source projects worth your time — one per fight: DeFlock, SimpleX Chat, and GrapheneOS.Timestamps are estimates based on segment order — update after the final edit.00:00Cold Open & Episode Rundown02:00The Man Who Built FISA08:30EU Chat Control Update14:30SCOTUS, Flock & the Cameras20:00Your Face Is a Password You Can't Change25:00Tools to Own the Stack28:00OutroSEGMENT TAKEAWAYSThe Man Who Built FISAFISA (1978) was sold as a reform, but it legitimized surveillance the government had previously run with no statute at all.The FISA court rarely says no because the real filtering was designed to happen upstream, inside the FBI.Bowman built that pipeline — embedded lawyers, months of review, personal sign-off. After he left in 2006, it went passive.The Carter Page applications (17+ errors; a doctored email; a guilty plea) showed the cost.2008's Amendments Act created Section 702 — blanket categories, no named targets, a queryable database of Americans' data.Thesis: the danger isn't who builds a surveillance system — it's everyone who inherits it.EU Chat ControlTwo proposals, one name: 1.0 (temporary, voluntary) vs. 2.0 / CSAR (permanent, mandatory).26 Mar 2026: Parliament rejected the temporary rules 307–306; the derogation expired 3 April.9 Jul 2026: more MEPs voted to kill the revived scheme than keep it (reported 314–276), but rejecting the Council needed 361 votes. It survived — extended to 3 April 2028, with an E2E carve-out.The permanent CSAR could be adopted as soon as October 2026.Client-side scanning is the core danger; 500+ scientists call it infeasible; Signal would exit the EU. Watch Germany.SCOTUS, Flock & the CamerasChatrie v. United States (29 Jun 2026, 6–3): a geofence is a 'search'; police generally need a warrant. Built on Carpenter (2018).The Court didn't ban geofence warrants and never mentioned ALPRs — a principle above a system it doesn't touch.Scale: 113,000+ cameras; ~20B detections/month across ~5,000 departments vs. ~240M drivers.A 2 Jul 2026 ACLU report documented Flock misleading councils (the Oshkosh 'heat map' reversal).At least 82 jurisdictions have canceled ALPR contracts. The durable fix is local — stop collection.Your Face Is a Password You Can't ChangeMSG breached by ShinyHunters via a phishing call; ~45GB / ~26M claimed records, including facial-recognition records and threat profiles.MSG used facial recognition for years — including to bar opposing lawyers. Second breach in under a year; class actions filed.A pattern, not an accident: Clearview's client list leaked in 2020; Mercor exposed biometrics + ID docs in April 2026.Biometrics are irreversible — you can't reissue your face. The safeguard is not building the database.TOOLS MENTIONEDOpen source · not sponsored · no affiliate relationships.DeFlock · pairs with the Flock segmentCrowdsourced ALPR camera map on OpenStreetMap; has mapped ~half of Flock's ~100,000-camera network so you can see and route around them.deflock.orgSimpleX Chat · pairs with Chat ControlMessenger with no user identifiers at all — the metadata-resistance layer E2E encryption alone doesn't give you. Audited by Trail of Bits.simplex.chatGrapheneOS · pairs with every segmentHardened, de-Googled Android on Pixel — the endpoint is where client-side scanning and biometric capture actually land.grapheneos.orgSOURCES & REFERENCESSegment 1 — FISANaomi Brockwell × Spike Bowman (YouTube)Segment 2 — EU Chat ControlClosed Network — Chat Control live trackerEU Perspectives — Q&AEuronews — temporary scanning extensionPatrick Breyer — Chat Control trackerSegment 3 — SCOTUS / FlockTruthout — SCOTUS ruling & Flock (Mike Ludwig)Supreme Court — Chatrie v. United States (PDF)SCOTUSblog — geofence rulingACLU — Flock Safety credibility reportSegment 4 — Facial Recognition / BreachesTechCrunch — worst breaches of 2026 so farThe Next Web — MSG 45GB leakLaw360 — MSG sued over breachBiometric Update — Mercor biometric breachPrivacy Guides — breach roundup Jul 3–9Segment 5 — ToolsDeFlock (project site)404 Media — DeFlock maps ALPRs worldwideAdafruit — DeFlock overviewSimpleX Chat (GitHub)GrapheneOS (site)

Hanson Birringer breaks down why Hyperliquid is the purest way to express the bull case on perps, tokenization, and stablecoins all at once, and unpacks the mechanics behind the Grayscale ETF and Hyper Holdings' push to bring institutional capital onchain. He also explains why Hyperliquid's revenue could grow exponentially as HIP-3 markets and USDC0 stablecoin flows scale.Hanson Birringer is the Co-Founder and Chief Revenue Officer of Hyperdash, a global brokerage and trading data analytics platform built on Hyperliquid, and a core contributor to Hyper Holdings Global.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro00:48 Hyperliquid's Evolving Thesis02:24 The Three Megatrends Converge03:02 Hyperliquid's Purest Expression04:24 Stablecoins Give Up 90% Fees05:39 Builder Codes Compound Liquidity06:48 HIP-3 Regulatory Headwinds10:18 Incumbents Start Fighting Back13:22 Hyperliquid's Revenue Forecast16:22 Hyper Holdings And Grayscale ETF20:44 What's Next For Adoption23:44 Token Holders As First-Class Citizens25:23 Hyperdash's Business Model26:30 Imperator Acquisition Explained27:47 Bull And Bear CaseGuest Socials:Hanson Birringer X: https://x.com/HansonBirringerHyperdash X: https://x.com/hypurrdashHyperdash Website: https://hyperdash.com/Partners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_i...---

Joseph Chalom makes the case that Ethereum has the license to win and is finally going on offense to prove it, backed by ETH Labs, Ethereum Institutional, and dominant market share across stablecoins, tokenization, and DeFi. He argues ETH is the trust commodity behind trillions in future onchain asset flows, and that the risk-reward for holding it has never been better.Joseph Chalom is the CEO of SharpLink, one of the largest corporate treasury holders of Ethereum, and a key steward behind the launch of ETH Labs and Ethereum Institutional.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro02:28 The Messaging Was The Problem04:07 Ethereum Has The License To Win06:18 The Real Tokenization Land Grab09:58 The Institutional Supercycle Is Here13:17 Best Risk-Reward Entry Ever17:43 Organized, Loud, And Winning19:27 Decentralized And Unstoppable21:37 Chalom And Lee Align Forces24:27 The ETH Supply Sink TightensGuest Socials:Joseph Chalom X: https://x.com/joechalomSharplink X: https://x.com/SharplinkSharplink Website: https://www.sharplink.com/Partners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_i...---

Michael Egorov breaks down why FX markets are slowly but inevitably moving onchain, driven by real demand from crypto-native fintechs rather than a big institutional push. He also explains how Curve is evolving its concentrated liquidity design to support currency pairs beyond stablecoin-to-stablecoin swaps, and why dollars that enter the chain tend to stay there.Michael Egorov is the Founder and CEO of Curve, one of DeFi's most foundational protocols and a pioneer of stablecoin liquidity infrastructure since the earliest days of decentralized finance.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro01:49 Stablecoin Landscape Today03:56 Curve's Original Design05:44 Non-USD Stablecoin Debate07:40 Fintechs Driving FX Demand09:34 Spread Needed For FX12:31 Consumer Behavior Theory18:11 Institutions Using Curve20:44 Dollars Stay On Chain23:13 Curve's Fiat Cash Leg29:02 Managing Concentrated Liquidity31:02 Curve's Origin StoryGuest Socials:Michael Egorov X: https://x.com/newmichwillCurve X: https://x.com/yieldbasisCurve Website: https://yieldbasis.com/earnPartners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_i...---

In most parts of the United States and elsewhere, sidewalks exist in a legal grey area. They are public spaces that, at least when it comes to things such as maintenance and snow removal, are largely the responsibility of private property owners. They are subject to all manner of laws that govern what kinds of activities can take place on them, laws that change not just from city to city, but sometimes from neighborhood to neighborhood, block to block, and address to address. They are also an important part of the transportation network and a key component in the effort to keep pedestrians safe, although certainly not a panacea, even in rural areas. Michael Pollack, the author of an excellent new book, Sidewalk Nation: The Life and Law of America's Most Overlooked Resource, thinks that sidewalks need a whole lot more consideration in legal and governing circles, and even goes so far as to advocate for the creation of a Department of Sidewalks that can cut through the rather opaque rules that govern these narrow strips of concrete. (Or other materials, given that many sidwalks are often governmed by historic preservation laws.) ***For an extended, ad-free version of this episode featuring a bonus conversation about sidewalk delivery robots, become a Patreon supporter of The War on Cars.*** SHOW NOTES: Buy Sidewalk Nation: The Life and Law of America's Most Overlooked Resourc and support independent booksellers at our official Bookshop.org page. Order our book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, out now from Thesis, an imprint of Penguin Random House. Save 20% on everything in our official merch store with code HOTBIKESUMMER. Buy a certified, pre-owned e-bike from Upway or sell your own bike! Visit Upway.co to get rolling. Thanks also to Cleverhood. Listen to this episode for the latest discount code and get 15% off the best rain gear for walking and cycling. TheWarOnCars.org

Cointelegraph's Ray Salmond remains bullish on Bitcoin, which saw a short-term uptrend even after Strategy (MSTR) sold $216 million worth of the cryptocurrency. Ray adds his thoughts on what the Fed's impact on cryptocurrencies looks like, noting that Bitcoin could be “on pins and needles tomorrow.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this solo episode Young Han reflects on a recent family trip to Hawaii and a clear epiphany he had when he gave himself permission to be bored with his kids. Without scheduled activities or constant optimization, Young noticed how unstructured time reveals creativity, problem solving, emotional growth, and who his children are becoming. He explains why efficiency and overplanning can block connection, how small moments of downtime produce the most honest conversations, and practical ways leaders can protect time to be present. Young shares what it felt like to stop working while on vacation, to sit on the beach and invent games, and to watch his kids demonstrate risk tolerance, fairness, and independent thinking. He contrasts this with his usual tendency to optimize every minute and describes the intentional tradeoffs he is making as his five year sprint winds down and family becomes a higher priority. All episodes of The Girl Dad Show are proudly sponsored by Thesis, helping founders go further, together.

After a restful fourth, true patriots Jon Kelly and Peter Hamby reunite to dig into the second-order effects of the Comcast split news. Who will buy NBCU? What will happen to the news division? Was this cleavage foreshadowed when Brian Roberts overpaid for NBA rights? Then they segue into Axel Springer's likely vision for The Telegraph in the U.S. market.

Stijn Schmitz welcomes Michael Gentile to the show. Michael Gentile is Strategic Investor & Co-Founder, Bastion Asset Management. Gentile remains very bullish on precious metals, maintaining a five-to-ten-year investment horizon. He argues that short-term volatility in gold and silver does not alter the long-term macro thesis driven by unassailable U.S. debt levels. With U.S. debt approaching $40 trillion and interest expenses potentially consuming 40% of government revenues, Gentile sees currency debasement as the only path forward, which favors gold. He notes that while central bank buying has driven gold's rise from $1,350 to over $4,000, mainstream investors still allocate only 1-2% of portfolios to gold, leaving significant room for a second wave of demand that could turbocharge prices. Gentile highlights a historic opportunity in gold equities, where producers are generating record free cash flow due to expanding margins—from $400 to $2,000 per ounce—while tech company free cash flow dries up. This undervaluation extends to junior miners, where he focuses on resource-stage companies with assets that can realistically become mines. He seeks companies trading at $20-$50 per ounce in the ground that could be acquired for $300-$500 per ounce as majors deploy their high margins. He stresses that most juniors will never become mines, so rigorous asset selection is critical. Beyond gold, Gentile discussed his first royalty investment in Silver Crown Royalties, attracted by its pure silver focus, cost-of-capital advantage, and ability to monetize byproduct silver from gold mines. He sees copper as having strong long-term supply-demand dynamics but finds better value in junior copper developers with buildable assets. He avoids niche commodities like tungsten due to unpredictable long-term pricing and stays away from short-term trading in oil and gas or fertilizer inputs, preferring deep, broad markets. Gentile announced a European roadshow in October, including a London conference featuring his top 20 portfolio companies. Timestamps: 00:00:00 – Introduction 00:01:05 – Bullish on Precious Metals 00:03:21 – Impact of Middle East Conflict 00:08:53 – US Government Debt Analysis 00:13:48 – Gold Trend & Value 00:15:40 – Gold Producers Opportunity 00:19:12 – Why Juniors Provide Leverage 00:24:52 – Recent Big Investments 00:30:10 – Silver Crown Royalties Position 00:34:47 – Silver Thesis 00:38:42 – Critical Minerals like Tungsten 00:42:33 – Oil and Gas Outlook 00:46:06 – Copper Market Analysis 00:51:15 – Coal and Other Commodities 00:56:21 – Roadshow and Newsletter Guest Links: LinkedIn: https://www.linkedin.com/in/michael-gentile-01028552 Website: https://www.bastion-am.com/ Mining & Metals European Roadshow: https://saturdaymorningmining.subscribepage.io/ Michael Gentile, CFA is Founding Partner & Senior Portfolio Manager at Bastion Asset Management. Before founding BAM, Michael was Vice President and Senior Portfolio Manager at Formula Growth Ltd for over 17 years. Michael co-managed the FG Alpha Fund (US SMid equity market neutral) between 2012 and 2018, co-managed the FG Focus Fund (US SMid long short strategy) between 2014 and 2018. Since leaving FG in 2018, Michael has been very successful investing in the gold sector also acting as Strategic Advisor and Director for several companies in the natural resource sector. Michael graduated with Great Distinction from the John Molson School of Business (Concordia University) with a Bachelor of Commerce (Finance) and received the Calvin Potter Fellowship from Concordia's Kenneth Woods Portfolio Management Program. He also holds the Chartered Financial Analyst designation (CFA)

VirtualBacon Dennis Liu breaks down why Bitcoin at 58K is deep value territory, why the four year cycle has repeated exactly as expected and isn't going anywhere, and why HYPE and Lighter are the cleanest expressions of the tokenization trade while ETH wins the underlying technology stack. Plus his hot take on MicroStrategy's real liquidation level and why the $1.25B Bitcoin sale is barely a rounding error.Dennis Liu is a digital assets trader and content creator widely known as VirtualBacon, one of the most followed technical analysis voices in the digital assets space.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro02:36 Bitcoin Gold Post Iran05:09 Equal Playing Field Now08:05 After Clarity Divide Begins11:04 Retail Vs Institutional Divide13:51 Only Five Stablecoin Players16:37 Perps Huge Next Cycle19:22 Kalshi Overtook Polymarket21:52 MSTR Liquidation Level $10K24:29 Three Parties To Please27:05 Five Years Angel Experience30:00 Revenue Beats L1 Thesis37:48 Tokenization Trillions Are Coming40:32 ETH Wins Token IssuanceGuest Socials:Virtual Bacon X: https://x.com/virtualbaconVirtual Bacon YouTube: https://www.youtube.com/@virtualbaconPartners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_i...---

***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.*** The musical artist known as Pondless, who as a civilian goes by the name of Aaron Oliver, writes and performs pop songs about urban planning. If that sounds kind of out there, well, so is he, in the best way possible. We talked with him about why this country is divided into Houstons and New York Cities, why Boston does not exist, and how he came to write a love song to Robert Moses.  Pondless is @itspondless on Instagram and TikTok.  Our bestselling new book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, published by Thesis, an imprint of Penguin Random House, is available wherever books are sold. www.thewaroncars.org  

Pastor Jesse Randolph of Indian Hills Community Church and the Sound Words podcast joins the show to talk about the imputation of the active obedience of Christ doctrine. It may sound complicated, but it's much more ubiquitous than one might realize! He and Jeremy critique the doctrine and offer a biblical substitute.    Do Theology is part of Foundations Media. Learn more at https://foundationsmedia.org   https://dotheology.com https://store.dotheology.com https://www.buymeacoffee.com/DoTheology   Contact Us: show@dotheology.com https://twitter.com/dotheology https://facebook.com/dotheology   Subscribe to the podcast: https://linktr.ee/DoTheology   0:00 Introductory Matters 4:44 Jesse's Thesis  7:32 Defining Active Obedience 10:12 Defining Imputation 17:25 Is It a Gospel Issue? 19:51 Active Obedience Origins 30:42 How Active Obedience Is Unbiblical 44:52 Theological Problems with This Doctrine 47:44 What About Regrets? 51:00 Conscience Chatter

AI-driven automation of cognitive labour is not merely another technological transition but a structural discontinuity that will end, sooner or later, the central role of wages in how society operates. This discontinuity can be called “The End of Postwar Capitalism”. That's the conclusion of a tightly argued set of essays, “The Discontinuity Thesis”, written by our guest in this episode, Ben Luong.The essays look at a range of arguments that all try to make the case that wages paid for cognitive labour will remain significant for the majority of people, so that capitalism can continue in place, even with AI having greatly expanded capabilities. According to Ben, each of these arguments fail. These back-and-forth debates are what we explore in this episode.Selected follow-ups:"The Discontinuity Thesis: A Sequence of Seven Essays on Why Postwar Capitalism Ends" by Ben Luong"Mark Zuckerberg just declared war on the entire advertising industry" - The Verge"P versus NP problem" - Wikipedia"KPMG Pulls AI Report After Hallucinated Claims About Major Organisations" - AI Insider "GDPval-AA v2 Leaderboard" - Artificial Analysis"OSWorld: 369 real computer tasks across Windows, macOS, and Ubuntu requiring GUI interaction... Much harder than web-only benchmarks""Sorites paradox" - Wikipedia"Young people not in education, employment or training (NEET), UK: May 2026" - Office of National Statistics"Five Years" - Song by David Bowie"How ZEISS and ASML Enable the Modern Chip Industry" - Rob Hoeijmakers"Mistral AI's $830 Million Debt Financing: Inside the European Bet on 13,800 Nvidia GPUs and a Paris AI Data Center" - Marcus Chen"Colossus (data center)" - Wikipedia"Canaries in the Coal Mine? Six Facts about the Recent Employment Effects of Artificial Intelligence" - Stanford Digital Economy Lab"Appendix I: What Would Refute the Thesis" - by Ben Luong"The Cope Index: Tracking who's coping hardest about the end of work" - by Ben Luong"The AI Alignment Problem" - from "The Singularity Principles"Music: Spike Protein, by Koi Discovery, available under CC0 1.0 Public Domain DeclarationC-Suite PerspectivesElevate how you lead with insight from today's most influential executives.Listen on: Apple Podcasts Spotify

It's only taken us 104 episodes of talking incessantly about Karl Popper to get one of the most important and popular criticisms of falsification: The Duhem-Quine thesis. Should we wrap the podcast here? Is it game over? We discuss Does AI need more economic thinking? The role of background knowledge in conversation The allure of verificationism The Duhem-Quine thesis The role of competing theories in combatting the thesis Are conspiracies the price we pay for independent thinking? References Michael I. Jordan on ML Street Talk: https://www.youtube.com/watch?v=AREWYbVtX64 Our conversation with Ben Recht: https://www.incrementspodcast.com/91 Quotes People involved in a fruitful critical discussion of a problem often rely, if only unconsciously, upon two things: the acceptance by all parties of the common aim of getting at the truth, or at least nearer to the truth, and a considerable amount of common background knowledge. This does not mean that either of these two things is an indispensable basis of every discussion, or that these two things are themselves ‘a priori', and cannot be critically discussed in their turn. It only means that criticism never starts from nothing, even though every one of its starting points may be challenged, one at a time, in the course of the critical debate. - C&R, Chap 10 While discussing a problem we always accept (if only temporarily) all kinds of things as unproblematic: they constitute for the time being, and for the discussion of this particular problem, what I call our background knowledge. Few parts of this background knowledge will appear to us in all contexts as absolutely unproblematic, and any particular part of it may be challenged at any time, especially if we suspect that its uncritical acceptance may be responsible for some of our difficulties. But almost all of the vast amount of background knowledge which we constantly use in any informal discussion will, for practical reasons, necessarily remain unquestioned; and the misguided attempt to question it all—that is to say, to start from scratch—can easily lead to the breakdown of a critical debate. (Were we to start the race where Adam started, I know of no reason why we should get any further than Adam did.) - C&R, Chap 10 Socials Follow us on Twitter at @IncrementsPod, @BennyChugg, @VadenMasrani Come join our discord server! DM us on twitter or send us an email to get a supersecret link Become a patreon subscriber here. Or give us one-time cash donations to help cover our lack of cash donations here. Click dem like buttons on youtube What kind of thinking does this podcast need? Tell us at incrementspodcast@gmail.com.

Se Yong Park breaks down why FOMO is building the trading app for the rest of us... any chain, any asset, never miss out again, why AI will commoditize content but can never commoditize money and risk, making social the most defensible moat in on-chain finance, and why FOMO raised $75M from Benchmark, Robinhood, and Coinbase without touching a single venture dollar before closing the round.Se Yong Park is Co-Founder of FOMO, a social trading app for on-chain assets built for everyone.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro00:41 TradFi To Crypto Journey04:19 Never Early Enough Thesis07:37 Money Can't Be Commoditized09:16 Paper Electronic Blockchain Trading11:10 FOMO Is For Everyone13:23 $500 To $1.7M Story16:11 On-Chain Evolution Explained19:14 Prediction Markets Still Early22:06 Agentic Trading Research Tool27:00 $75M We Didn't Need

Are you at a crossroads after your PhD, unsure about what comes next? In this inspiring episode of Beyond the Thesis with Papa PhD, host David Mendes sits down with Dr. Fatimah Williams - executive coach, founder of Professional Pathways, and author of "Options for Success" (Oxford University Press) to explore the real challenges and mindset shifts required to thrive beyond academia. Drawing on over 15 years of experience in career strategy and consulting, Dr. Fatimah Williams shares her journey from cultural anthropology PhD to career reinvention, offering actionable advice for anyone feeling stuck, experiencing an identity crisis, or considering a bold move outside the traditional academic track. Discover practical strategies to overcome fear, break the mold, embrace curiosity, and begin translating your academic skills into meaningful, rewarding careers in industry, nonprofits, and beyond. Topics Covered: Navigating fear and isolation when considering non-academic careers The identity crisis many PhDs face and how to move beyond it The importance of holding your PhD experience with "lightness" Real-life stories of career pivots and off-the-beaten-path choices How to use social listening and ecosystem mapping to expand your options Translating, not just repackaging, your skills for the job market Building agency, courage, and authentic professional identities after your PhD Whether you're a graduate student, postdoc, or recent PhD looking for your next step, this episode is packed with tips, encouragement, and unique wisdom to help you chart your own path to success beyond academia. Learn more: Book: Options For Success (with free resources) Coaching & resources: ProfessionalPathways.co Connect with Dr. Fatimah Williams on LinkedIn and Instagram (@FatimahPhD) Subscribe, share, and join us on the journey Beyond the Thesis!

With U.S. debt now exceeding 100% of GDP, Senator Cynthia Lummis argues the country can't afford to ignore Bitcoin. In this Bitcoin Magazine podcast conversation with host Spencer Nichols, she lays out why a strategic Bitcoin reserve could be America's "Louisiana Purchase moment" and how holding it long term might meaningfully reduce the national debt. She also breaks down the Clarity Act timeline and the legislation racing through Congress.

Welcome to Navigating Bitcoin's Noise, the show where we cut through the clutter and bring you the clearest insights on Bitcoin. I'm your host, Kane McGukin, and today I'm joined by Maryland Hodl, who is a Bitcoin researcher, transition analyst, and one of the sharper macro minds in this space. In this episode, we get into why Bitcoin's absolute scarcity is the only mechanism capable of absorbing the collapse of the debt-based monetary system, how the Fed-Treasury dynamic is quietly being restructured, and why the clock is ticking faster than most people realize with AI injecting deflation straight into the heart of a system. We dig into the sovereign flywheel, the collateral problem at the core of our debt spiral, and what a top-down Bitcoin pivot might actually look like. If you want a first-principles breakdown of where the monetary system is cracking, why Bitcoin's scarcity is the thesis that matters most right now, and how these two paradigm shifts, money and AI, are converging at exactly the same moment in history, this episode is for you. Fair warning, we jumped straight into the deep end on this one. No formal intro, no warm-up. We just started talking. So sit back, relax, and let's get started. Kane McGukinX: https://twitter.com/kanemcgukinSubstack: kanemcgukin.substack.com MarylandHODLX: https://x.com/MarylandHODL21Substack: https://marylandhodl.substack.com/

What should happen to drivers who kill or injure someone with their car? Does a focus on punishment for "reckless" or "dangerous" drivers let everyone else off the hook and never force them to look at the larger harms of a transportation system based around personal car ownership? Those are the questions asked by Ian Loader, a professor of criminology at the University of Oxford, who argues that the law's focus on "motonormative punishment" is just another way of masking the larger problems caused by a car-dominant society. In a new study, Professor Loader proposes a vastly different way of thinking about criminal punishment organized around five harm reduction principles. Plus, is it really wrong for news outlets to write headlines like "Pedestrian Hit By Car," or is there more to it than advocates are willing to admit?  ***Join The War on Cars on Patreon and listen to exclusive ad-free versions of regular episodes, Patreon-only bonus content, Discord access, invitations to live events, merch discounts and free stickers!*** SHOW NOTES: Read Professor Ian Loader's study, "Beyond Motonormative Punishment: On Road Safety as Environmental Regulation." Curious about motonormativity? Listen to our episode with Dr. Ian Walker, who coined the term. Learn more about the concept in our episode with Dr. Tara Goddard and our episode with Marco te Brömmelstroet. Order our book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, out now from Thesis, an imprint of Penguin Random House. Buy a certified, pre-owned e-bike from Upway and save $100 off any purchase of $800 or more with code TWOC100. Visit Upway.co to get rolling. Thanks also to Cleverhood. Listen to this episode for the latest discount code and get 15% off the best rain gear for walking and cycling. TheWarOnCars.org  

In this episode of The Girl Dad Show, Young Han talks with Brian Samson, founder of Plugg Technologies, about building repeatable businesses, the strategic advantages of nearshoring Latin American talent, and his family journey from fostering to adopting a baby girl. Brian has spent a decade focused on nearshoring, lived as an expat in Argentina, and grown three separate companies from $0 to $4M ARR each. He also served as VP of talent for multiple San Francisco tech companies through an IPO and an acquisition and holds an MBA from UCLA. This conversation mixes tactical hiring and scaling advice with deeply personal reflections on parenting, adoption, and social impact. Expect practical takeaways on nearshore hiring, building systems that scale, and how family priorities shape leadership.

WarRoom Battleground EP 1030: GIDEON ROSE, Author Of How Wars End, Explains His Thesis “Similar Wars End In Similar Ways”

What does it take to make a street safer for everyone? In the US, it typically requires a combination of tragedy, grassroots organizing, and political leadership. Even when these ingredients come together, success is never guaranteed, as so many projects become battles about more than just bike lanes. Changing Lanes, a new documentary from director Ben Wolf, covers the fight to make McGuinness Boulevard in Greenpoint, Brooklyn, safer following the tragic death of a beloved teacher at the hands of a hit-and-run driver. Featuring interviews with such notable figures as Janette Sadik-Khan and former Talking Heads frontman David Byrne, Changing Lanes moves beyond bike lanes to tell a story that's very much made for this political and cultural moment. Wolf joins us along with advocates Bronwyn Breitner and Kevin LaCherra, as well as New York State Assemblymember Emily Gallagher, to talk about how they fought to make McGuinness safe and the broader lessons they learned along the way. ***Join The War on Cars on Patreon and listen to ad-free versions of regular episodes, Patreon-only bonus content,  invitations to live events, merch discounts and free stickers!*** SHOW NOTES: Stream Changing Lanes on Amazon or Kanopy. Watch the film's trailer. Learn more about the film and request a screening at ChangingLanesDoc.com. Read more about the Make McGuinness Safe campaign and learn about where the project stands today.  Catch up on the corruption that led to a powerful family's downfall and the indictment of a top aide to Mayor Eric Adams, via Streetsblog. Order our book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, out now from Thesis, an imprint of Penguin Random House. Buy a certified, pre-owned e-bike from Upway and save $100 off any purchase of $800 or more with code TWOC100. Visit Upway.co to get rolling. Thanks also to Cleverhood. Listen to this episode for the latest discount code and get 15% off the best rain gear for walking and cycling. TheWarOnCars.org

The U.S. war with Iran is not—despite promises from the White House—over. Nonetheless, premier national commentator David Frum is ready to declare a loser: Donald Trump. Together Harry and David piece through the interlocking personal failings of the president that foretold a winnable war against a far weaker enemy would become a debacle. And the two tackle how those traits shape Trump's more successful pursuits: self-enrichment, going around the Constitution, and Mar-a-Lago-ifying the nation's capital.  Mentioned in this episode: David's columns: https://www.theatlantic.com/author/david-frum/ David's piece "Why Trump Lost": https://www.theatlantic.com/politics/2026/05/why-trump-lost-iran/687291/ David's podcast: https://www.youtube.com/playlist?list=PLDamP-pfOskNgMNI1eg0pajQfRu-q3NUO Learn more about your ad choices. Visit megaphone.fm/adchoices

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act. In this episode: My pick to win the NBA championship [1:27] Stop worrying about hyperscaler spending [6:35] Why the latest AI stock moves caught analysts off guard [15:56] The entire market outside of AI is struggling [28:45] The SpaceX, Anthropic, and OpenAI IPOs scare me [30:41] Dimon's comments on the Clarity Act are B.S. [37:28] $500k Bitcoin is off the table, thanks to AI [41:29] This episode brought to you by Savvy: Stay smarter. https://curzio.me/wsu 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

Sometime in Ramesses II's reign, royal artisans dismantled the city of Akhet-Aten (Amarna). Carefully, methodically, they removed the talatat blocks and carted them away to the nearby town Hemenu (Hermopolis) for reuse in a temple. This demolition of the Horizon of Aten remains a matter of debate among scholars: why now, and what motivated it? Meanwhile, Ramesses II has a problem. His sons keep dying. Between regnal years 25--55, at least twelve princes "passed to the west." We meet the designated heirs (and the spares), and see who finally got the top job... The funerary mask (of Khaemwaset?) in the Louvre and Wikimedia. Extended version available at www.patreon.com/egyptpodcast Music: Keith Zizza and Luke Chaos. Select References Brand, P. J. (2023). Ramesses II: Egypt's Ultimate Pharaoh. Fisher, M. M. (2001). The Sons of Ramesses II (Vols. 1–2). Hanke, R. (1978). Amarna-Reliefs aus Hermopolis: Neue Veröffentlichungen und Studien. Iskander, S. (2002). The Reign of Merneptah [Unpublished PhD. Thesis]. Kemp, B. J. (2013). The City of Akhenaten and Nefertiti: Amarna and Its People. Kitchen, K. A. (1975). Ramesside Inscriptions Historical and Biographical (Vol. 2). Kitchen, K. A. (1993a). Ramesside Inscriptions Translated and Annotated: Notes and Comments (Vol. 2). Kitchen, K. A. (1993b). Ramesside Inscriptions Translated and Annotated: Translations (Vol. 2). Reeves, N. (2019). Akhenaten: Egypt's False Prophet (2nd edn). Roeder, G. (1959). Hermopolis 1929-1939. Servajean, F. (2014). Mérenptah et la fin de la XIXe dynastie. . Sourouzian, H. (1989). Les Monuments du roi Merenptah. Learn more about your ad choices. Visit megaphone.fm/adchoices