Podcasts about Thesis

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  

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

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

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!

Please join us for “Leveling the Playing Field in School Safety: Lauren Sukhu Shares What She Learned from Her Honors Thesis Project.”Lauren Sukhu, from Dallas, graduated from the University of Texas at Austin with a B.S.A. in biology, a minor in Hindi, and a certificate in evidence and inquiry. A member of the Polymathic Scholars Honors program, she conducted research at Dell Medical School on excessive school discipline practices, including restraint and seclusion, serving as project manager for the restraint and seclusion initiative in the lab of Micky Marinelli. Her honors thesis, “Level the Playing Field in School Safety,” examines inequities in school discipline policies. She was also an intern at the Alliance Against Seclusion and Restraint. Sukhu was actively involved on campus as a peer mentor in the Bioprospecting stream of the Freshman Research Initiative, a program assistant for Women in STEM, and a volunteer at Dell Children's Medical Center. She also played viola in the Engineering Chamber Orchestra. Her work earned her the Distinguished College Scholar Award and the College Scholar Award. After graduation, Sukhu will attend Texas A&M College of Medicine to pursue an M.D.Support the show

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  

Jess Houlgrave breaks down why 2026 is the year of non-USD stablecoins with USDC losing Mica compliance, 30 European banks now issuing a euro stablecoin, and HKD, JPY, SEK and CHF versions all coming to market. She covers WalletConnect's $6B per week in stablecoin volume, why broad asset support is the key to reducing merchant and much more.Jess Houlgrave is CEO of WalletConnect, the leading financial connectivity layer powering stablecoin payments across 700 wallets and hundreds of thousands of applications.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps: 00:00 Intro01:04 TradFi Crypto Worlds Converging02:48 $6B Volume Last Week04:50 Non-USD Stablecoins Growing Fast08:08 30 Banks Issuing EUR Stablecoin11:26 WalletConnect Just The Pipes13:47 Broad Assets Less Dropoff18:45 Payment Has Multiple Layers20:47 Stablecoin Cards Hurt Merchants24:10 New CRO From Visa28:39 Worst Quarter For SecurityGuest Socials:Jess Houlgrave X: https://x.com/HoulgraveWalletConnect X: https://x.com/WalletConnect?lang=enWalletConnect Website: https://walletconnect.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...---

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.

Thesis: super-abounding grace doesn't give you permission to continue in sin; it unites you to Christ , buries the old you REJECT SIN'S LIE (VV. 1-2A) REMEMBER YOUR FUNERAL (VV. 2B-4) Theology: do we experience this "union with Christ" by baptism or faith? WALK IN YOUR FREEDOM (VV. 4B-7)

Sam Boboev breaks down why stablecoins are the native currency of AI agents, why Mastercard's $1.8B blockchain acquisition and Visa's OpenAI partnership signal the payment giants have accepted their stablecoin future, and why the real killer use case for stablecoins isn't consumer payments.Sam Boboev is Founder of Fintech Wrap Up, a media and analytics platform covering AI, stablecoins, and the future of payments.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro02:17 Stablecoins Native AI Currency05:25 B2B Leads Short Term06:42 Chime AI Assistant Launch10:17 Who Wins Agent Commerce?12:01 Revolut 75M Data Advantage14:37 Mastercard Visa Agent Pay16:06 Mastercard $1.8B Blockchain Bet19:24 More Stablecoin Consolidation Coming23:03 Settlement Is The Killer25:36 Bullish On AI Stablecoins29:02 Regulation Is The UnknownGuest Socials:Sam Boboev Socials: https://x.com/samboboevFintech Wrap Up Website: https://www.fintechwrapup.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...---

Alexander Cutler breaks down the state of investing in tokens, why Aerodrome is already the number one onchain exchange for Bitcoin, Ethereum, and FX volume, why 100% value redistribution is the only sustainable moat in onchain finance just like Hyperliquid proved in derivatives, and why predictive allocation is an entirely new primitive that lets capital allocators bet on where liquidity needs to exist before demand ever arrives. Alexander Cutler is CEO of Dromos Labs and core contributor of Aerodrome, the leading onchain spot exchange on Base.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro01:10 MetaDEX03 In Audit04:55 How Exchanges Become Distribution Engines09:09 SEC Tokenized Equities Leak11:29 10% GDP Goes Onchain?13:15 A Massive Change In Tokens16:07 How Hyperliquid Won Dominance20:39 90% Redistribute Zero Value26:33 Traditional Allocators Get It34:12 Coinbase VC Bought Onchain Directly37:54 Predictive Allocation New Primitive47:43 Polymarket Proves The ModelAlex Cutler Socials: https://x.com/wagmiAlexanderAerodrome Socials: https://x.com/AerodromeFiAerodrome Website: https://aerodrome.finance/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_id=133&aff_id=36664---

This solo episode kicks off Season 6 of The Girl Dad Show. Young Han reflects on six years of the show and how fatherhood, entrepreneurship, and intentionality have evolved together. He covers moving from San Francisco to Texas, the five year sprint and its impact on family, the shift from playful parenting to deliberate guidance, and why honesty and role modeling matter more than perfection. Expect practical takeaways on showing up consistently, curating your child's influences, and building a life that teaches by example. Key takeaways: → Your kids are more resilient than you think and good intentions matter more than perfection. → Model the behaviors and values you want your children to adopt. → Bring your children along on your journey and share both successes and struggles. → Be selective about who influences your children and expose them to positive environments. → Consistency and persistence in showing up matter more than being perfect.

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in Washington, D.C. on Sept 28th & 29th? Visit: https://www.10xvets.com/events ____ Ryan Micheletti is the co-founder of The Veteran Fund, a venture capital firm focused on investing in veteran-led critical technology companies. As a California National Guard veteran, Ryan has played a leading role in building the veteran startup ecosystem. Before launching The Veteran Fund, he founded VetTech, the first veteran-led startup accelerator, and later served as Head of Global Operations at Founder Institute, helping scale more than 8,000 startups across 200 cities worldwide. Today, Ryan leads The Veteran Fund's strategy and ecosystem building efforts, backing exceptional veteran leadership teams in dual-use and mission-critical technologies. His work connects founders with early capital, strategic partners, and a growing network of investors committed to strengthening American innovation. In this episode of the SABM podcast, Scott chats with Ryan about: Building the Veteran Startup Ecosystem: Launching the first veteran-led accelerator and creating infrastructure to support founders after 9/11 Investing in Leadership at the Seed Stage: Why The Veteran Fund prioritizes exceptional teams with deep domain expertise and long-term resilience. Critical Technology and Dual-Use Strategy: Backing companies that serve both commercial markets and national security priorities. From Fund One to Fund Two: Refining ownership strategy, increasing first-check size, and strengthening capital allocation discipline. Patriotic Capital and Long-Term Vision: Mobilizing family offices and aligned investors to support veteran-led innovation that reinforces American competitiveness. Timestamps: 00:52 Origin of Veteran Fund 02:10 Building VetTech and FI 04:05 Fund Launch and Thesis 06:27 Ideal Deal Criteria 09:37 Havok AI Success Story 12:26 Fund Two Evolution 17:34 Ecosystem and Events 21:30 Goals and Bigger Mission Connect with Ryan: LinkedIn | Ryan Micheletti ryan@veteran.fund  www.veteran.fund  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode. Subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Ryan for joining me this week. Until next time! -Scott Mackes, USNA '01

Vladimir Novakovski sits down with Andy & Robbie to break down the Lighter bull thesis from The Tokenization Tower in NYC. We discuss Lighter's escape hatch design that lets every participant exit through Ethereum even if the protocol fails, why the RFQ model is the key to bootstrapping liquidity for pre-IPO and RWA perps, and why getting Citadel and US institutional capital on chain is the biggest unlock the perp market hasn't hit yet. He's working with the CFTC to make that happen.Vladimir Novakovski is CEO of Lighter, a decentralized perp exchange built on top of Ethereum with an institutional-grade security-first architecture.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro01:37 Perp Market Awareness Today03:26 Pitching Institutions On Lighter05:28 Ethereum Security And Escape Hatch07:54 How Market Makers Stay Comfortable11:17 How Lighter Bootstraps Liquidity12:35 Pre-IPO Perp Durability15:37 Build In-House Or Composable19:29 US Regulatory Path For Perps23:29 CFTC Innovation Council Insights26:39 Questions For Commissioner Hester Peirce28:07 Team Culture And Miami Office32:26 Founder Decision Making Framework34:46 AI Agents And Lighter's Stack37:30 Perps Market Structure Long View41:21 Power Law Or Distributed Market?Guest Socials:Vladimir Novakovski X: https://x.com/vnovakovskiLighter X: https://x.com/Lighter_xyzLighter Website: https://lighter.xyz/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_id=133&aff_id=36664---

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

After the Anthony murder verdict, Crockett’s response sparks backlash: After lying about the evidence and MOCKING the Metcalf’s pain, Crockett demands a conversation on race. Let’s have one. Matt Walsh's bombshell thesis: what does the 1960s civil rights movement have to do with the Metcalf case? What are the “genocidal” societal rules and laws that must be scrapped? Trump strikes back: how far will the response to Iran go? Trump says they should have made a deal when they had a chance, and the retaliatory strikes will get worse. You can't save elections this way: the real reforms no one's talking about; Steve Hilton has officially advanced but that doesn’t mean the election is legit. The Trump DOJ is investigating. But are they chasing the wrong solution? With Special Guests Jennifer Kelly, The Jennifer Kelly Show, Marly Hornik, RealAmerica.vote and Dr. Jeff Barke, rxforliberty.comSupport Our Mission: https://www.paypal.com/donate/?hosted_button_id=ZMGRBFGDJKRS8See omnystudio.com/listener for privacy information.

David Schamis breaks down why PERE now holds over 10% of HYPE's circulating supply, why the Coinbase and Circle deal added $200M in annual buybacks that the market didn't price in for a full day, and why Hyperliquid's price discovery on Cerebus and SpaceX may make investment bankers irrelevant to the IPO process. David Schamis is CEO of Hyperliquid Strategies, a publicly traded company and one of the largest corporate holders of HYPE.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 PERE Major Update Announced01:03 Not Michael Saylor Mindset05:38 ATM Equity Line Explained08:00 Right Move Is Nothing11:19 Coinbase Circle Deal Impact14:16 $200M More Buybacks16:02 He Checks HYPE Constantly17:32 Cerebus IPO Predicted Perfectly18:34 SpaceX Price Discovery22:13 Anthropic OpenAI IPOs Coming25:22 IPO Discount Is Toll31:12 PERE Beat All ETFsGuest Socials:David Schamis X: https://x.com/dschamisHyperliquid Strategies X: https://x.com/HypeStratHyperliquid Strategies Website: https://www.hypestrat.xyz/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_id=133&aff_id=36664---

The biggest names in AI and technology are about to ask investors for an eye-watering $400 billion. SpaceX is heading to market, OpenAI and Anthropic are lining up behind it. Bryce and Ren unpack why the next few months could be the biggest test yet for the AI investment narrative, Bryce reveals his stock thesis framework using Intuitive Surgical as a case study, and for the first time 3 x stocks are pitched for the Equity Mates Community Portfolio.In this episode:00:00 — The $400 billion AI market stress test01:31 — SpaceX IPO demand explodes05:47 — Alphabet, Meta, OpenAI and Anthropic chase capital09:11 — Why IPO investors should slow down10:40 — South Korea's AI-fuelled bonus boom14:13 — Bryce reveals his stock thesis cards15:48 — Intuitive Surgical: thesis, risks and valuation23:15 — Community Portfolio update and Bitcoin review26:43 — GE Vernova, Siemens and Mitsubishi Heavy Industries pitchETFs and Stocks mentioned: SpaceX, OpenAI, Anthropic, Alphabet (NASDAQ: GOOGL), Meta Platforms (NASDAQ: META), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Tesla (NASDAQ: TSLA), Berkshire Hathaway (NYSE: BRK.B), Facebook, Twitter, Alibaba (NYSE: BABA), Shopify (NASDAQ: SHOP), Block (NYSE: XYZ), SK Hynix, Samsung Electronics, Intuitive Surgical (NASDAQ: ISRG), Medtronic (NYSE: MDT), Johnson & Johnson (NYSE: JNJ), DaVinci Surgical System, DHHF, Bitcoin, Pro Medicus (ASX: PME), Caterpillar (NYSE: CAT), Global X Artificial Intelligence Infrastructure ETF, GE Vernova (NYSE: GEV), Siemens Energy (ETR: ENR), Mitsubishi Heavy Industries (TYO: 7011)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

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

n this episode of The Circuit, hosts Ben Bajarin and Jay Goldberg break down the latest tech earnings and shifting infrastructure narratives driving the AI boom. Recorded slightly late ahead of the Computex frenzy in Taipei, the duo kicks things off with a surprising reading recommendation: Pope Leo XIV's balanced, 40,000-word encyclical on AI. Shifting to the markets, they analyze Marvell's solid quarter, highlighting how the transition from training to a heterogeneous inference era is shifting Wall Street's focus toward the company's robust optical and throughput networking portfolio rather than just core compute tiles. They also tackle the opacity of electronic design automation licensing to explain why Synopsys saw a 10% stock drop despite a healthy print, noting market anxiety over their massive acquisition of Ansys. Finally, Ben takes a victory lap on his bullish Dell thesis; following a monster guidance report, the hosts discuss how Dell's deep supply-chain integration, flexible financing terms, and premium enterprise support have made them the OEM of choice for both "neo-clouds" and upcoming on-prem enterprise AI factories. The episode closes with a spirited debate comparing NVIDIA's massive ecosystem value creation to Apple's App Store "economic miracle," contrasting standardizing growth with Taiwanese ODM concerns over thinning margins and a loss of differentiation.

In this rerun episode of The Girl Dad Show, host Young Han sits down with Pete and Ryan, owners of Alpha Roofing, for an honest conversation about entrepreneurship, fatherhood, and what it takes to build a legacy-driven business while staying grounded as parents. Pete and Ryan share how their childhoods, early exposure to hard work, and experiences in sports shaped their discipline, resilience, and leadership styles. Ryan reflects on growing up in the roofing industry from a young age, while Pete discusses the importance of truly understanding insurance and advocating for homeowners. Together, they open up about the challenges of modern parenting, teaching determination in a world of comfort, and why failure is often the best teacher. The conversation also dives into building strong company culture, taking bold risks in business, and why legacy for them means more than revenue. It means raising kids with character, creating opportunities for their families, and enjoying life along the way. ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis, helping founders go further, together. Takeaways Ryan has been in roofing since he was 12 years old Pete emphasizes understanding insurance and protecting homeowners Childhood influences shape long-term work ethic Sports helped build discipline, resilience, and teamwork Teaching determination to kids is harder in today's world Failure is one of the best teachers Strong culture is built on teamwork and support Building a business is about creating a family legacy Communication matters in parenting and leadership Time outdoors helps them recharge and stay grounded

NEAR keeps showing up in strange places: cross-chain wallets, privacy apps, AI infrastructure, and now the emerging agent economy. Sal Ternullo, CEO of SVRN, joins us to explain why he thinks this is not another NEAR pivot, but the original thesis finally coming into focus. They dig into NEAR Intents, AI money, tokenomics, privacy, fee capture, agentic commerce, and why SVRN is trying to commercialize the NEAR ecosystem rather than simply hold the asset. ---

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. See the USA in your... Toyota? That's what US Secretary of Transportation Sean Duffy and his family have done with their reality-style online series, The Great American Road Trip. The way Secretary Duffy explains it, the show is a celebration of the country's 250th birthday. Duffy has told interviewers that "To love America is to see America," so he's packed up the family SUV and hit the road. This being the Trump administration, the trip isn't just an exercise in patriotism but a giant conflict of interest packaged as a reality TV show. That's hardly surprising given Duffy's history with reality TV—Sean Duffy met his wife Rachel Campos-Duffy while shooting MTV's Road Rules in the late 1990s—but it is concerning given that the series is sponsored by nearly a dozen companies that have business before USDOT. Reporter Henry Burke—a senior researcher at the Revolving Door Project—breaks down the many questionable and outright shady details behind Sean Duffy's trip across the country, from the opaque non-profit organizing it to the many transportation-related companies footing the bill. 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

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

Antonio Reynoso, Claire Valdez, and Julie Won are all running in the June 23 Democratic primary for New York's 7th congressional district. That's the seat that opened up when veteran Democratic politician Nydia Velazquez announced she was retiring. It's a traditionally progressive district, covering neighborhoods in Brooklyn and Queens. This isn't just about New York, though. Federal funding is incredibly important to local transportation, and that money is in danger. But a new generation of candidates across the country is prioritizing the issues that matter to us at The War on Cars. What role can congressional representatives play in making our streets and transit systems better? 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! Interested in learning more about the NY-7 candidates? Links to their campaigns here: Antonio Reynoso Claire Valdez Julie Won Order our book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, out now from Thesis, an imprint of Penguin Random House. Get the book and find us on tour at LifeAfterCars.com.  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. And check out the Lumos Ultra Smart bike helmet and the Firefly smart light system at RideLumos.com. Save 10% off your purchase with code TWOC10. TheWarOnCars.org