Podcasts about Thesis

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Latest podcast episodes about Thesis

The War on Cars
What Makes a City a Cycling City?

The War on Cars

Play Episode Listen Later Jun 24, 2025 60:20


Why have some cities become places where it's easy to hop on a bike for daily transportation needs while others have languished or even been left behind? Is there some sort of magical combination of forces that separate the best cycling cities from basically everywhere else? Those are the questions asked by Cycling Cities: The Global Experience, a research project headed by Dr. Ruth Oldenziel, a Professor in The History of Technology at Eindhoven University of Technology. Nthoki Dorcas Nyamai, an Urban Development Researcher at International Planning Studies, TU Dortmund University, also joins us to talk about her research into African cities, local advocacy and cycling culture in places like Nairobi, and more. Looking far beyond the handful of Northern European cities that consume so much attention in the cycling world, the Cycling Cities project challenges us to take a bigger view of the factors that determine whether or not cities prioritize people over cars and to think beyond traffic counts or even two wheels. Ruth and Dorcas's research may surprise you. Support The War on Cars on Patreon and receive exclusive access to ad-free versions of regular episodes, Patreon-only bonus content, Discord access, invitations to live events, merch discounts and free stickers! ***Our new book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, will be published on October 21, 2025 by Thesis, an imprint of Penguin Random House. Pre-order now.*** Tickets for our Life After Cars publication party and live show at The Bell House in Brooklyn on October 28th are now available to the general public. They're going fast, so get yours now. This episode was produced with the generous support of the Helen & William Mazer Foundation. This episode was also supported by Cleverhood. Listen to the episode for the latest discount on the best and most stylish rain gear for walking and cycling. Learn more about how an electric cargo bike can change your life and save $500 off a new bike with code WARONCARS500 at Xtracycle. SHOW NOTES Read about the Cycling Cities project and learn more about Ruth Oldenziel and Nthoki Dorcas Nyamai Here's the Guardian story about Amsterdam becoming an cycling city almost "by chance" that we mention in the episode. thewaroncars.org / lifeaftercars.com      

Into the Adultverse
#92 - Conviction and Thesis Driven Investing - Lotti Siniscalco, Emergence VC

Into the Adultverse

Play Episode Listen Later Jun 20, 2025 58:09


Timestamps (8:45) - Being the black sheep and non-consensus opinions (15:30) - Immigrating to the US from Italy at 17 (20:45) - Is America still the land of opportunity, or should we all move to Europe? (28:30) - Thesis-driven investment and conviction areas (38:50) - Emotional Intelligence: the difference between a good and a great VC (43:45) - What do you do as a board member? (49:00) - How to get more women into VC

Raised with Jesus
Walther's Law and Gospel: Thesis 2A

Raised with Jesus

Play Episode Listen Later Jun 19, 2025 22:48


The Augmented Life
Nootropics, Dopamine & Self-Optimization, with Adam Greenfeld, Co-Founder at Thesis Nootropics

The Augmented Life

Play Episode Listen Later Jun 17, 2025 48:37


In this episode of The Augmented Life, Michael Tiffany sits down with Adam Greenfeld, Co-Founder at Thesis Nootropics.They unpack the science and strategy behind brain enhancement, from the early Reddit-fueled experiments that shaped Thesis, to the surprising audiences using nootropics today.Adam opens up about dopamine burnout, self-experimentation, how he evaluates if a stack is working, and why optimizing for "life experience" now beats waiting for a big exit.Whether you're deep into biohacking or just curious how to improve task switching and mental clarity, this conversation blends rigorous science, personal reflection, and practical strategies you can use today.—⏱️ Timestamps00:00 – Welcome to The Augmented Life01:09 – How do you pronounce "nootropics"?02:57 – Science vs. woo: intuition as real data04:38 – Adam's seasonal approach to objectivity vs. energy05:45 – Stress, inflammation, and felt results08:05 – The limits of pharmaceutical science vs. biohacking10:02 – The original Thesis testing protocol: 2,500 participants13:26 – 130+ ingredients tested, 85% match accuracy16:26 – Why being non-precious with formulations worked18:23 – Innovation vs validation in supplement design19:39 – From biohackers to SoulCycle execs: Who uses Thesis22:48 – The “busy mother” demographic and shifting audiences24:11 – Adam's nuanced POV on Adderall over prescription26:36 – Why Stasis is for people staying on Adderall27:50 – The dopamine receptor burnout theory29:05 – The real addiction: stress and complexity31:17 – Daily stack: creatine, clomiphene, magnesium, clean eating36:34 – Hydrogen tablets, walking, ocean therapy, and woo38:40 – Still taking Thesis: 7 years, 5 days a week40:10 – Optimize for life experience, not just exit strategy43:28 – How to measure if nootropics work45:51 – Sub-perceptual vs. felt effects: a product design insight47:27 – Task switching speed: a killer metric for high performers48:22 – Where to find Adam + links to Thesis & Stasis

The Girl Dad Show: A Professional Parenting Podcast
What it Means to be a dad in 2025 | Ep #167 | Young Han

The Girl Dad Show: A Professional Parenting Podcast

Play Episode Listen Later Jun 16, 2025 17:08


In this episode, Young Han launches Season Five of The Girl Dad Show, reflecting on the evolution of fatherhood and the importance of being both nurturing and challenging as a parent. He shares his excitement for returning to weekly episodes, focusing on interviews with successful parents who have navigated trials and tribulations. Young discusses the changing landscape of parenting, the need for fathers to be more present, and the balance between nurturing and pushing children to achieve their potential. He emphasizes the importance of role modeling and adapting parenting styles as children grow, while also looking forward to the future of parenting in a rapidly changing world ✨ All episodes of The Girl Dad Show are proudly sponsored by Thesis, helping founders go further, together. Takeaways: Focus on interviewing successful parents. Fatherhood has evolved significantly over the decades. Dads are becoming more present and involved in parenting. It's important to have conversations about parenting changes. Role modeling is crucial for effective parenting. Success as a parent is when children want to return to you. Parenting requires a balance of nurturing and challenging. Awareness and flexibility are key in modern parenting. The future of parenting will involve adapting to new challenges. Thanks for watching!

Raised with Jesus
Walther's Law and Gospel: Thesis 1C

Raised with Jesus

Play Episode Listen Later Jun 16, 2025 23:16


Stephan Livera Podcast
Bitcoin Treasury Companies: Risk, Reward & mNAV with Blake Canfield | SLP666

Stephan Livera Podcast

Play Episode Listen Later Jun 15, 2025 77:50


Blake & Stephan discusses the emerging concept of Bitcoin treasury companies, their role in the debt market, and the potential benefits and risks associated with them. He emphasizes the proactive approach these companies take to bring capital into Bitcoin, the importance of understanding the mechanics behind their operations, and the sustainability of their net asset value (MNAV). The discussion also touches on investment strategies, personal perspectives on risk, and the future of Bitcoin treasury companies in the evolving financial landscape.Takeaways

Pot Luck Food Talks
Food Science: From Fine Dining to Harvard Ft. Alejandra Touceda

Pot Luck Food Talks

Play Episode Listen Later Jun 15, 2025 29:19 Transcription Available


Raised with Jesus
Walther's Law and Gospel: Thesis 1B

Raised with Jesus

Play Episode Listen Later Jun 14, 2025 22:29


The Short Coat
Your Thesis Won't Change the World (and Here's Why)

The Short Coat

Play Episode Listen Later Jun 12, 2025 46:03


The path to discovery is paved with bureaucracy Einstein was a patent clerk when he first proposed his famous equation that explained our universe…something that could never happen today. This week, we're calling out the slow, tangled mess that is academic science. Why do some of the best ideas never leave a lab notebook? Why are 20-somethings with world-changing potential still spending 8 years writing theses that probably won't be read? And why does grant funding seem allergic to risk? MD/PhD student Riley Behan-Bush is juggling frustration, big ideas, and the reality of PhD science, and M3 Jeff Goddard, MD/PhD student Jess Smith, and M1 Sarah Lowenberg question whether Einstein would even make it today. Should the NIH institute a funding lottery? Jeff thinks Dave's ringtone means he needs to grow up. And we finish strong by turning a stack of random medical words into fake personal statements. It's messy, it's a little salty, and it'll make you wonder how anything changes in medicine or science. Episode credits: Producer: Dave Etler Co-hosts: Jeff Goddard, Sarah Lowenberg, Riley Behan-Bush, Jess Smith [URL template for episode https://media.blubrry.com/theshortcoat/podcast.uiowa.edu/com/osa/CHANGETHIS.mp3] We Want to Hear From You: YOUR VOICE MATTERS! We welcome your feedback, listener questions, and shower thoughts. Do you agree or disagree with something we said today? Did you hear something really helpful? Can we answer a question for you? Are we delivering a podcast you want to keep listening to? Let us know at https://theshortcoat.com/tellus and we'll put your message in a future episode. Or email theshortcoats@gmail.com. The Short Coat Podcast is FeedSpot's Top Iowa Student Podcast, and its Top Iowa Medical Podcast!  Thanks for listening! We do more things on… Instagram: https://www.instagram.com/theshortcoat YouTube: https://www.youtube.com/theshortcoat You deserve to be happy and healthy. If you're struggling with racism, harassment, hate, your mental health, or some other crisis, visit http://theshortcoat.com/help, and send additions to the resources there to theshortcoats@gmail.com. We love you.

Raised with Jesus
Walther's Law and Gospel: Thesis 1A

Raised with Jesus

Play Episode Listen Later Jun 12, 2025 21:22


Papa Phd Podcast
Demystifying Industry Careers for PhDs With Morgan Foret

Papa Phd Podcast

Play Episode Listen Later Jun 12, 2025 62:19


Welcome to this new episode of Beyond the Thesis with Papa PhD! In this episode, host David Mendes sits down with Morgan Foret, who brings a fresh perspective on navigating the journey from academia to industry. Morgan shares her personal story, beginning with her undergraduate studies in cell biology, an international research internship in Germany, and her PhD in pharmacology at McGill University, where she focused on Alzheimer's disease. Now working in regulatory affairs at Thermo Fisher, Morgan discusses the realities and misconceptions of moving into industry after a PhD. Together, David and Morgan unpack the challenges she faced and the transferable skills and career strategies that helped her smoothly transition out of academia and into regulatory affairs.   Morgan Foret's journey in science began at the University of Calgary, where she earned her undergraduate degree in cell biology. Driven by curiosity, Morgan spent a year on academic exchange at Lund University in Sweden, conducting undergraduate research that expanded her international perspective. Back in Calgary, she explored the world of nanoparticles and lung cells, gaining hands-on experience using an atomic force microscope, a time she remembers fondly for the engaging research and the thrill of discovery. After graduation, Morgan pursued an industry internship in Germany through the DAAD RISE Professional program, spending three months at Merck in Darmstadt. There, she crossed into the world of industrial research, getting a firsthand look at how scientific discoveries move from lab to industry. Throughout her journey, Morgan has combined academic excellence, international experience, and research initiative, shaping her as a promising and well-rounded scientist. What we covered in the interview: Embrace Hands-On Industry Experience Early: Programs like the DAAD RISE internship in Germany or organizing/attending industry networking events during your studies are game-changers, helping you understand how your research background can translate to industry roles and widen your global perspective. Leverage Transferable Skills, Not Just Your Title: Don't underestimate the power of skills honed during your academic journey—project management, communication, collaboration, and resilience. Learn to highlight these when applying for roles, even if your previous title doesn't match the new one exactly.  Stay Curious & Build Your “Organic” Network: Networking doesn't have to be intimidating or formal. Reach out to peers a year or two ahead of you, connect with alumni, or even organize your own events. Be guided by curiosity; those casual conversations can open doors and demystify the industry landscape. Whether you're considering a move to industry or just want to understand what really happens after the PhD, this episode is packed with practical advice, personal anecdotes, and inspiration. See the resources section below for Morgan Foret's links! This episode's resources: RAPS Quebec Local Networking Group| linkedin.com/showcase/raps-quebec-local-networking-group PCSN (Pharmaceutical Career Student Network, student group at McGill) | linkedin.com/company/pcsn-mcgill Women in Bio Montreal Chapter | linkedin.com/showcase/wib-greater-montreal Women Leaders in Pharma | linkedin.com/company/women-leaders-in-pharma Healthcare Business Women's Association | linkedin.com/showcase/hba-canada-region Thank you, Morgan Foret! If you enjoyed this conversation with Morgan, let her know by clicking the link below and leaving her a message on Linkedin: Send Morgan Foret a thank you message on Linkedin! Click here to share your key take-away from this interview with David! Leave a review on Podchaser ! Support the show !   You might also like the following episodes: Sarah McLusky – Research Adjacent Podcast Collab Colleen Kelley – Unlocking Science Literacy Before University Rayana Luna –Navigating Medical Affairs Careers Sylvie Lahaie – Navigating Stress and Anxiety in Graduate School

Planet MicroCap Podcast | MicroCap Investing Strategies
Constructing a Software Investing Thesis in the Age of AI with Ben Brostoff, Editor/Writer of the Stock Talk Newsletter

Planet MicroCap Podcast | MicroCap Investing Strategies

Play Episode Listen Later Jun 11, 2025 49:43


My guest on the show today is Ben Brostoff, software engineer at Klaviyo and the writer behind the Stock Talk newsletter on Substack. Ben has a fascinating perspective on investing—he started out in investment banking, taught himself to code, and now spends his free time researching microcap companies, especially in the software and tech space. In this episode, we dive into Ben's investing philosophy—why he targets 8–10% returns with the least amount of risk, how AI is changing the way he evaluates software moats, and why he won't own a company unless he's written a blog post about it. We also dig into some of the key lessons he's learned, from the dangers of leverage to the power of doing more than just reading a 10-K. Ben shares actionable frameworks for evaluating microcap software companies, offers a nuanced view on AI's impact on infrastructure and margins, and explains why, for him, true due diligence means turning over every rock. And for full disclosure, we discussed a number of companies during today's podcast. I am not a shareholder in any of them. For more information about the Stock Talk Newsletter, please visit: https://stocktalknewsletter.substack.com/  Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

At-Tibyān Podcast
We're Back – Dawah, Gaza & Growth | S2 E1

At-Tibyān Podcast

Play Episode Listen Later Jun 11, 2025 76:00


After nearly 20 months away (1 year, 7 months, and 22 days), we're back to podcasting. In this episode, we reflect on what kept us away — from thesis writing and balancing full-time work with family life, to the emotional weight of events like Gaza — and what it means to return now, by Allāh's permission.

TD Ameritrade Network
AMZN Bull Thesis in Ads & AWS, Expect July & August Market Volatility

TD Ameritrade Network

Play Episode Listen Later Jun 6, 2025 7:51


Phil Palumbo sees Friday's jobs report signaling a persisting "robust" economy. He goes as far to say inflation "won't be a problem" and thinks the Fed's needs to cut 25 to 50BPS near-term. However, Phil can't rule out a 5-8% market pullback later this summer. One of Phil's stock picks includes Amazon (AMZN), which he expects to continue strong growth through its AWS cloud platform and advertising revenue.======== 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

Papa Phd Podcast
Unlocking Chemistry Literacy: Comic Books, Storytelling, and Molecular Imagination with Colleen Kelley

Papa Phd Podcast

Play Episode Listen Later Jun 5, 2025 61:34


Welcome to a brand new episode of Beyond the Thesis with Papa PhD! In this conversation, host David Mendes sits down with Dr. Colleen Kelly, a seasoned chemistry professor, researcher, and now award-winning author of children's chemistry comic books. With a PhD in chemistry from Penn State, Colleen's career has spanned environmental toxicology, medicinal chemistry, and decades of teaching at the University of Arizona. But it's her mission to transform “molecular literacy” for learners ages eight to one hundred and eight that sets her apart. Inspired by her own educational journey as a first-generation college student and by watching her students struggle with the basics of chemistry, Colleen shares how she's harnessing the power of stories and comics to make the foundational elements of science accessible—and fun—for kids (and adults!). In this episode, you'll hear about Colleen's personal path from student to researcher to educator, her realization that many students hit a wall due to “molecular illiteracy,” and her bold decision to bring chemistry alive through colorful storytelling. We'll explore how she draws on pop culture, imagination, and even comic book heroes to help students of all ages see and understand the science around them. You'll also get a peek at her Emmy-winning PBS documentary, Comic Book Chemistry, and her growing collection of educational comic adventures. Whether you're a scientist, an educator, a parent, or just someone who wants to see more people excited about science, this episode is packed with inspiration, practical insights, and heartwarming stories of curiosity, resilience, and the lifelong power of learning.   Creating fun and accessible chemistry stories has been a labor of love for Colleen as a retired University of Arizona chemistry professor and author of a series of kid's chemistry comic books. In 2023, the PBS short documentary, “Comic Book Chemistry” was awarded an Emmy. This documentary centered around Colleen's vision, chemistry comic book series and her success with teaching college-level chemistry concepts to kids. This vision was then presented as a TEDx talk, “Molecular Literacy for Ages 8 – 108” in 2025. During Colleen's 30 years of teaching chemistry, she became aware that her students were struggling with basic concepts, including fluency with the symbols for the elements themselves. These comic books, videos, and activities are Colleen's gift to all future scientists – one that will help them succeed in college chemistry. Colleen holds a Ph.D. in chemistry from Penn State University, was awarded a Chateaubriand Fellowship to conduct research at the Universite Pasteur in Strasbourg, France under the direction of Nobel Prize Winner, Jean-Marie Lehn. Colleen was a tenured faculty member with research expertise in environmental toxicology, medicinal chemistry, and chemistry education. She has published four chemistry textbooks, over 30 peer-reviewed articles, and has presented her work globally. What we covered in the interview:  Early Foundations Matter: Dr. Kelley argues for introducing the “alphabet of science” (the periodic table) to kids as young as 8, when their brains are wired to associate symbols with meaning – just like learning to read or play music.  Storytelling Changes Everything: By turning molecules into characters and chemistry lessons into narratives, students remember and see the science, rather than just memorize it.  Literacy Beyond Academics: Chemistry literacy empowers everyone, from future doctors to curious consumers, to make informed decisions about medicine, the environment, and everyday life. Science is a language everyone deserves to speak.  Whether you're eyeing your first job outside academia or aiming to grow within an organization, this episode has advice you can act on today! See the resources section below for Rob Lion's links! This episode's resources: Website: KidsChemicalSolutions.com Thank you, Colleen Kelley! If you enjoyed this conversation with Colleen, let her know by clicking the link below and leaving her a message on Linkedin: Send Colleen Kelley a thank you message on Linkedin! Click here to share your key take-away from this interview with David! Leave a review on Podchaser ! Support the show !   You might also like the following episodes: Sarah McLusky – Research Adjacent Podcast Collab Sara Thompson – Four Practices You Must Learn From Gig Workers Rayana Luna –Navigating Medical Affairs Careers Sylvie Lahaie – Navigating Stress and Anxiety in Graduate School

The Tech Leader's Playbook
Inside Private Equity: How to Scale, Sell & Build Wealth Strategically

The Tech Leader's Playbook

Play Episode Listen Later Jun 4, 2025 59:08


In this episode of The Tech Leader's Playbook, Adam Coffey, a seasoned private equity expert, shares his insights on the dynamics of private equity and its impact on entrepreneurs. He discusses the importance of understanding private equity, the role of company culture, and the significance of choosing the right business model. Adam also reflects on his experiences with successful and less successful exits, emphasizing the influence of macroeconomic conditions. He provides valuable advice for aspiring entrepreneurs, highlighting the opportunities presented by the current wealth transfer as baby boomers retire. The discussion culminates in a deeper understanding of private equity fund structures and how they affect business operations. In this conversation, Adam Coffey discusses the critical aspects of private equity, focusing on the importance of Internal Rate of Return (IRR), the differences between private equity and venture capital, and strategies for successful acquisitions. He emphasizes the significance of understanding unit economics and scaling businesses effectively. The discussion also touches on hiring practices and the importance of aligning talent with future company goals. Adam shares valuable insights and practical advice for entrepreneurs looking to navigate the complexities of business growth and investment.TakeawaysPrivate equity can be a force for good in company culture.Understanding private equity is crucial for entrepreneurs.The growth of private equity has significant implications for business owners.Successful exits often depend on macroeconomic conditions.Choosing the right business model is essential for resilience.Recurrent revenue models provide stability in tough times.Entrepreneurs should conduct due diligence on potential partners.The importance of understanding fund structures in private equity.There is a wealth transfer opportunity as baby boomers retire.Unsexy businesses can be highly profitable. IRR is a key metric in private equity.Private equity firms often sell early to showcase high IRR.Family offices prioritize multiple of money over IRR.Buyout funds focus on mature companies for consistent results.Venture capital involves higher risk with potential for high rewards.Thesis-based investing is crucial for successful acquisitions.Understanding unit economics is essential for profitability.Scaling a business requires a focus on gross profit margins.Hiring for future growth is more effective than hiring for current needs.Failing small and fast can lead to better long-term outcomes.Chapters00:00 Introduction to Private Equity and Adam Coffey02:59 Understanding Private Equity's Impact on Entrepreneurs05:52 The Role of Culture in Private Equity09:12 Success Stories and Lessons from Acquisitions12:10 Key Indicators of Successful Exits15:01 Navigating Economic Challenges in Business18:10 Choosing the Right Business Model20:57 Advice for Aspiring Entrepreneurs24:03 The Evolution of Business Models26:55 Understanding Private Equity Fund Structures28:43 Understanding IRR in Private Equity31:56 Comparing Private Equity and Venture Capital34:56 Strategic Acquisition: Finding the Right Industry40:00 The Importance of Unit Economics52:46 Scaling for Success: The 30-20-10 Rule54:09 Recommended Reads for EntrepreneursAdam Coffey's Social Media Links:https://www.linkedin.com/in/adamecoffey/https://www.instagram.com/adamecoffey_official/Adam Coffey's Website:https://adamecoffey.com/

Bitcoin Park
Bitcoin Park Live: Bob Burnett on the Scarce Blockspace Thesis

Bitcoin Park

Play Episode Listen Later Jun 4, 2025 34:19


KeywordsBitcoin, block space, mining, cryptocurrency, settlement layer, hyperbitcoinization, commodity, financial institutions, nation states, future of BitcoinSummaryIn this conversation, Rob Warren and Bob Burnett discuss the evolving concept of block space in Bitcoin, emphasizing its scarcity and future implications. They explore how Bitcoin may serve as a global settlement layer, the necessity for miners and businesses to adapt to the commodification of block space, and the potential role of nation states in controlling this resource. The discussion highlights the importance of understanding the future dynamics of Bitcoin mining and transaction processing as the ecosystem matures.TakeawaysBlock space is becoming a commodity rather than just a reward for miners.The future of Bitcoin will see it as a major player in global settlement.There is a need for regularity in transaction processing for businesses.Miners will need to adapt to the commodification of block space.Nation states may become significant players in Bitcoin mining.The demand for block space will increase as Bitcoin matures.Businesses will require assurances for transaction costs and processing.The concept of block space futures could emerge in the market.Bitcoin's role as a settlement layer will necessitate changes in transaction processing.The sovereignty of nations may depend on their control over block space.Chapters00:00 Introduction to Block Space Scarcity02:08 The Evolution of Mining and Block Space04:49 Understanding Block Space as a Commodity07:12 The Future of Bitcoin as a Settlement Layer09:37 Predictability in Transaction Processing11:48 The Role of Corporations and Nation-States in Mining14:31 The Financialization of Block Space16:50 Block Space Futures and Market Dynamics19:34 The Ethics of Bitcoin Mining22:11 The Future of Block Space Control24:29 Conclusion and Future Outlook

DeFi Slate
Mike Dudas On PumpDotFun, Crypto's Revenue Era, And The Fat App Thesis

DeFi Slate

Play Episode Listen Later Jun 4, 2025 40:19


Mike Dudas, general partner at 6th man ventures, answers some intriguing questions about his views on revenue, apps, and memes.One general trend was made clear throughout the conversation: The era of valueless tokens is ending and the market is shifting its focus toward actual value creation.We also explore how crypto is maturing beyond pure speculation. Mike shares his insights on why buyback models are becoming the new standard and how platforms like Hyperliquid are setting the template for sustainable tokenomics.We dive into his contrarian take on backing consumer apps rather than the overhyped infrastructure projects, the rise of the crypto app economy, and why the combination of real revenue and token utility is creating unprecedented opportunities.This conversation reveals why we're entering crypto's most promising era yet where substance finally wins over speculation.Let's get into it.The RollupNewton is the trust layer for autonomous finance. Smart. Secure. Verifiable. Built for a future where AI agents replace apps and interfaces. Learn more here: https://www.magicnewton.com/Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=7230787bb90947efPodcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The War on Cars
John Mulaney, Natasha Lyonne and the Battle of the Bike Lanes

The War on Cars

Play Episode Listen Later Jun 3, 2025 51:33


Recently, on an episode of the Netflix show Everybody's Live with John Mulaney, the subject turned to bike lanes. Or rather, the subject was turned to bike lanes by Natasha Lyonne. The actress, writer, director and producer said that bike lanes should be “shut down” and claimed that there is no space for them in Manhattan. Journalist Alissa Walker of Torched was on Everybody's Live as a “public transit expert” to talk about Uber, but soon found herself — as a public-transit-riding Los Angeles resident — defending bike lanes and explaining the rational apportionment of urban space to some pretty famous New Yorkers, all of them brilliant and talented. So why is it that otherwise intelligent people often say unintelligent things about bikes? Why do nearly all conversations about transportation, even one that's not about bicycles, devolve into NIMBY-style complaints about cyclists? What can advocates learn from a conversation that, if you strip away the big stars and the studio audience, was indistinguishable from a community board meeting? ***Our new book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, will be published on October 21, 2025 by Thesis, an imprint of Penguin Random House. Pre-order now.*** Support The War on Cars on Patreon and receive exclusive access to ad-free versions of regular episodes, Patreon-only bonus content, Discord access, invitations to live events, merch discounts and free stickers! This episode was produced with the generous support of the Helen & William Mazer Foundation. This episode was also supported by Cleverhood. Listen to the episode for the latest discount on the best and most stylish rain gear for walking and cycling. Learn more about how an electric cargo bike can change your life and save $500 off a new bike with code WARONCARS500 at Xtracycle. LINKS:  Support Alissa Walker's outstanding journalism by becoming an annual subscriber to Torched... and save $10! Follow Alissa on Instagram. Read Doug Gordon's take on the Everybody's Live episode in Streetsblog. Watch Everybody's Live with John Mulaney on Netflix. Read the reaction to the episode on Reddit. thewaroncars.org / lifeaftercars.com

DeFi Slate
We Asked Flood About His Hyperliquid Bull Thesis

DeFi Slate

Play Episode Listen Later Jun 1, 2025 30:38


Trading psychology meets crypto's most explosive new ecosystem. In today's episode, we sit down with Flood, founder of Insilico Trading, to explore Hyperliquid and what separates traders who make it from those who crash out.We dive into the James Wynn phenomenon – zero to $87 million in 70 days, then losing almost everything in five. Flood breaks down the psychology behind these swings and reveals what true obsession looks like in trading.We also cover why Hyperliquid could flip Solana and Binance, Flood's controversial Solana take, and rapid-fire predictions on institutional adoption.Let's get into it.The Rollup---Newton is the trust layer for autonomous finance. Smart. Secure. Verifiable. Built for a future where AI agents replace apps and interfaces. Learn more here: https://www.magicnewton.com/----Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=7230787bb90947efPodcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Westchester Talk Radio
Episode 65: 914INC Magazine's 2025 Wunderkinds Class of 2025 Cocktail Reception, featuring honoree Hugo Velazquez, Founder and CEO of Home Thesis and The Gentleman’s Lab in New Rochelle

Westchester Talk Radio

Play Episode Listen Later May 29, 2025 12:56


In this episode of Westchester Talk Radio, host Andrew Castellano chats with Hugo Velazquez, Founder and CEO of Home Thesis and The Gentleman's Lab in New Rochelle, and one of this year's 914INC. Wunderkinds. Now in its 15th year, the Wunderkinds program honors Westchester's most dynamic young professionals under 35 who are making waves with their innovation, leadership, and community impact. Hugo and his fellow honorees are featured in the May/June 2025 issue of 914INC. and were celebrated at a special cocktail reception on May 20 at the Mamaroneck Beach and Yacht Club. Listen to hear Hugo's inspiring journey and entrepreneurial insights. 

The KE Report
Thesis Gold - 4.7 Million Ounces Of Gold Equivalent Resources At PEA-Stage Economics In Northern British Columbia

The KE Report

Play Episode Listen Later May 28, 2025 26:01


Ewan Webster, President and CEO of Thesis Gold Inc. (TSXV: TAU) (WKN: A3EP87) (OTCQX: THSGF), joins me for a comprehensive overview of the combined Lawyers-Ranch Project, which hosts 4.7 million ounce of gold equivalent resources at the Preliminary Economic Assessment (PEA) stage of economics in the Toodoggone Mining District of British Columbia.   We start off discussing how this company came together, initially exploring and developing the Ranch Project, and then acquiring Benchmark Metals in 2023 to bring in the Lawyers Project.   Then in May of 2024 the combined resource estimate of the Lawyers-Ranch Project was announced with 4.0 Moz AuEq Measured & Indicated (M&I) at 1.51 g/t AuEq, and 727,000 oz AuEq Inferred at 1.82 g/t AuEq.    The deposit is primarily gold, but has a significant silver component (with 84 Moz in M+I category), as well as copper credit.   In September of 2024 the Company announced the Preliminary Economic Assessment, using metals price assumptions of $1930 gold and $24 silver, which projected an After-Tax NPV (5%) of $1.27Billion, and after-tax Internal Rate of Return (IRR) of 35%, and a payback period of 2 years, with All-In Sustaining Costs (AISC) of US $1,013 / Au oz (net byproduct credits) and over a 14 year life of mine.   Ewan makes the point that at current spot metals prices of gold near $3,200-$3,300 and silver at $32-$33, that the project economics are significantly expanded.   The company is doing a great deal of derisking work at present to build towards a Pre-Feasibility Study (PFS) by the 4th quarter of 2025.    The company is gearing up to kick off a summer drilling program focused on making new discoveries across their district-scale land package, seeking out other areas of potential expansion of mineralization.   Additionally, more work will go into moving the permitting process along and initiating work on key permits as the year progresses. Ewan spends some time to unpack the infrastructure advantages in place with easy road access, an airstrip, and access to cheap hydro power.   Wrapping up we discuss some of the multiple institutions in place as shareholders along with senior gold producer Centerra Gold as a new strategic investor with a 9.9% stake, and expertise in the area. Centerra Gold owns the Gold/Copper Kemess Mine located in the Toodoggone District, ~45 km south of Lawyers-Ranch and Mt Milligan Mine ~270 km to the southeast.   The company is cashed up with CAD $35Million in the treasury and plenty of capital to carry them through the various work programs for the balance of 2025 and into 2026.   If you have any questions for Ewan regarding Thesis Gold, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Thesis Gold at the time of this recording and may choose to buy or sell shares at any time.   Click here to follow the latest news from Thesis Gold

EUVC
VC | E476 | Finn Murphy on Nebular, Going Solo, and Why the Next Great VC Firm Starts with You

EUVC

Play Episode Listen Later May 27, 2025 48:46


In this episode, Andreas Munk Holm sits down with Nebular GP Finn Murphy. From launching Nebular after FTX's collapse to backing AI, data centers in space, and fossil startups, Finn shares the unpredictable and highly personal journey of building a fund from scratch. A manifesto for curiosity-led investing emerges, as does a bold vision for reshaping European venture and policy.Here's what's covered:01:25 Leaving Frontline, Launching Nebular, and Solo GP Life03:45 Fund One in the Nuclear Winter of VC Fundraising06:30 A Thesis of Curiosity: No Theme, Just Timing, Talent & Tails09:50 From Healthcare Ops to AI Teddy Bears to Fossil Markets16:10 Strategy Drift, Authenticity, and Embracing the Unknown18:30 Being a Solo GP Without Being Alone21:00 How Long Can You Be Great? A Venture Career as Athletic Peak27:30 Europe vs. US: Talent, Incentives, and Risk Appetite35:40 Project Europe, EU Inc & Why Attitude Is the Real Bottleneck44:00 Yes, Tech Should Get Political

The Mantle Podcast
Dr. Talmadge French

The Mantle Podcast

Play Episode Listen Later May 23, 2025 48:06


Dr. French graduated with his Ph.D. from one of the leading European universities, the University of Birmingham in England, in December 2011. His Doctoral Thesis is the first of its kind, researching the foundations of the Oneness Movement at a major university under the supervision of well-known and well-published college administrator, educator, and author Dr. Allan Anderson, Director of the Graduate Institute at the University of Birmingham.The 140,000-word Thesis is entitled “Early Oneness Pentecostalism, G. T. Haywood, and the Interracial Pentecostal Assemblies of the World (1906-1931)” and uncovers a wealth of historical treasures and important bits of missing data regarding the early growth, development, and leadership of Oneness Pentecostalism. The core of the research documents the fascinating and important primary sources regarding Haywood's role in the interracial success of the early movement, especially the PAW, the forerunner organization of the UPCI. The Thesis demonstrates the trajectory of the emerging movement from inception to a movement of more than 30 million today.Dr. French has also earned degrees from and/or studied at the Apostolic Bible Institute (St. Paul), Crighton College (Memphis), Wheaton College and Wheaton College Graduate School, and the University of Indiana (Bloomington). In addition to the Ph.D., he holds a Bachelor of Arts degree in Ancient Language (Greek), a Master of Arts degree in New Testament Theology, and a four-year degree in Pentecostal Studies. His earlier Master of Arts Thesis at Wheaton College Graduate School on the history of the Oneness Pentecostal movement gained national recognition when published in 1999 under the title Our God Is One: The Story of the Oneness Pentecostals. It is a landmark study, and now a best-seller, regarding the history and expansion of the Oneness movement into a worldwide phenomenon.After the publication of Our God Is One, he also developed for publication a laminated doctrinal booklet series, “Steadfast in the Apostles' Doctrine,” in a fold-out pamphlet format. The series includes two full-color titles, The Oneness and Jesus' Name Baptism.Talmadge and Rebecca French have been married for forty-five years and have three sons. Talmadge L. French began preaching ministry in 1976 and evangelized for four years. He served three years as an assistant pastor in West Memphis, Arkansas, with Rev. Bobby McCool, then went to the Chicago area to establish a new church in Wheaton, Illinois, beginning in 1983. He served for a time on the UPCI Illinois District Board.In 1994, he began commuting to Indianapolis as an Instructor of Bible, Theology, and Biblical Languages at Indiana Bible College of Calvary Tabernacle, Paul Mooney, President. In 2000, the French family moved to Indianapolis to become the full-time Dean of the Department of Biblical Studies, continuing as a full-time Instructor. In 2005, he became the Executive Vice President of Indiana Bible College, a position he held from 2005-2007.After leaving IBC in May 2007, he became Provost of the Apostolic School of Theology, Sacramento, California, and instructor of theology and biblical languages, developing extensive course work for online accredited Apostolic studies, including online courses in Greek and Hebrew. These courses, including Greek and Hebrew, Theology and Doctrine, Philosophy, Ethics, Evangelism, and more, are now being prepared for online availability through the Oneness Studies Institute.The Frenches moved to Durham, North Carolina, in 2009, serving as a minister with the First Pentecostal Church, after which, in 2010, they established their family in the Raleigh Temple of Pentecost to begin a temporary period of full-time itinerant ministry as they entered the final year of PhD studies with the University of Birmingham, UK, which was completed in 2011. Talmadge and Rebecca became the pastor here at Apostolic Tabernacle in July of 2011.

Bitcoin Park
ABC Presents: Adam Back, Tuur Demeester, Parker Lewis: The Bitcoin Thesis Today

Bitcoin Park

Play Episode Listen Later May 22, 2025 41:10


KeywordsBitcoin, cryptocurrency, blockchain, technology, decentralization, financial freedom, innovation, risks, future, cultureSummaryThis conversation explores the evolution of Bitcoin from its inception to its current state and future potential. The speakers, pioneers in the Bitcoin space, discuss their personal journeys into Bitcoin, the technological advancements that have shaped it, the risks it faces, and the cultural implications of its adoption. They emphasize the importance of maintaining the core values of Bitcoin and the need for continuous innovation and vigilance against complacency.TakeawaysBitcoin was born out of a need for decentralized currency.The early days of Bitcoin were marked by experimentation and innovation.Technological advancements have made Bitcoin more accessible and secure.Risks to Bitcoin include complacency and loss of core values.The future of Bitcoin may involve coexistence with fiat currencies.Cultural adoption of Bitcoin is crucial for its longevity.Bitcoin's game theory is robust and scales with adoption.The addressable market for Bitcoin is vast and growing.Institutional adoption presents both opportunities and challenges.The evolution of Bitcoin will depend on user engagement and innovation.Chapters00:00 Introduction to Bitcoin Pioneers02:08 Early Days of Bitcoin: Personal Journeys04:57 Technological Evolution of Bitcoin07:28 Layer Two Solutions and Their Impact09:42 Risks and Challenges Facing Bitcoin12:39 The Future of Bitcoin: Adoption and Standards15:08 Cultural Implications of Bitcoin's Growth17:27 Institutional Adoption and Market Dynamics20:22 Bitcoin's Role in the Global Economy22:49 Conclusion and Future Outlook

Papa Phd Podcast
Navigating Graduate School Stress with Neuroscience, Breathwork, and Yoga with Sylvie Lahaie

Papa Phd Podcast

Play Episode Listen Later May 22, 2025 76:01


Welcome to another episode of Beyond the Thesis With Papa PhD. In this episode, David Mendes sits down with Sylvie Lahaie, a neuroscientist, yoga and meditation teacher, and expert in stress management and burnout prevention. Sylvie shares her compelling journey through academia, detailing both the pressures and rewards of graduate research, and candidly opens up about her personal struggle with chronic burnout during her master's program. But Sylvie didn't just overcome adversity—she transformed it, integrating her scientific background in neuroscience with a passion for yoga, breathwork, and meditation to foster real, sustainable relief from stress. Tune in as Sylvie unpacks the science behind fight-or-flight responses, the path to deep self-care, and practical breathwork techniques you can use to find calm in the middle of academic storms. Whether you're a graduate student trying to strike that elusive work-life balance, or simply curious about how neuroscience meets mindfulness, this conversation is packed with honest reflections, actionable advice, and hope for a healthier approach to success. So, get comfortable and prepare to breathe—let's get Beyond the Thesis!   Sylvie Lahaie is a neuroscientist, yoga and meditation teacher, and expert in stress management, burnout prevention, and brain rewiring for greater productivity and ease. She is a content creator, educator, and workshop facilitator who helps people experience real and lasting relief from stress. Sylvie leverages her background in neuroscience (MSc), her personal experience with chronic burnout, and over four years of teaching yoga and meditation. She is currently pursuing her PhD in neuroscience and teaches yoga in Montreal. What we covered in the interview:  Surviving—and Thriving After—Burnout Sylvie opens up about the long hours, the isolation, the pressure to publish, and the physical and mental toll of academic life. She's candid about her challenges, including reaching out for professional help and the rocky moments with her supervisor. But she also shares the silver linings: with distance, support, and the right tools, things truly can get better.  The Brain Science of Stress & Calm Get a crash course on the brain's stress response: the difference between your “fight-or-flight” sympathetic nervous system and your “rest-and-digest” parasympathetic state. Sylvie breaks down how simple practices—yes, even a YouTube yoga routine!—can help reset your nervous system, relieve anxiety, and bring much-needed perspective when the storm hits.  From Yoga Skeptic to Yoga Teacher Hear how a few honest minutes on the mat opened Sylvie to a new way of living (and eventually, teaching!)—and why consistent practice, not perfection, is the key to lasting change. Her approach is accessible, science-backed, and totally judgment-free.  Breathwork You Can Use Today You don't need a fancy app or special equipment. Sylvie generously shares TWO practical breathwork exercises you can do anytime—during a tough moment at your desk, before a presentation, or just when you need to dial down the stress. Want a guided recording? DM Sylvie on Instagram!  If you're feeling alone, pressured, or lost—this episode is for you. You'll hear about the importance of supportive friends (even the ones who invite you out when you always say no), the healing power of community, and the critical reminder: your health matters more than any paper. See the resources section below for her links! This episode's resources: Instagram: @synaptic.sylvie TikTok: @synaptic.sylvie Montrealers: Practice with her in-person at Akasha studio! Thank you, Sylvie Lahaie! If you enjoyed this conversation with Sylvie, let her know by clicking the link below and leaving her a message on Linkedin: Send Sylvie Lahaie a thank you message on Linkedin! Click here to share your key take-away from this interview with David! Leave a review on Podchaser ! Support the show !

The War on Cars
Overcoming the Threat to Black Movement with Charles T. Brown

The War on Cars

Play Episode Listen Later May 20, 2025 51:26


Charles T. Brown is a longtime friend of the podcast who was last with us in 2023. We welcomed him back to talk about his important new book, Arrested Mobility: Overcoming the Threat to Black Movement, out now from Island Press. Charles is the founder and principal of Equitable Cities, a minority- and veteran-owned urban planning, public policy and research firm focused at the intersection of transportation, health and equity. He is also an adjunct professor at the Edward J. Bloustein School of Planning and Public Policy at Rutgers University.  In Arrested Mobility, Charles applies his years of experience in the field to examine how what he calls “the four Ps”—policing, public policy, polity, and planning—come together to hold Black people back in fundamental ways, limiting their literal and figurative mobility. We talked about how to repair our cities, the importance of Black leadership, and what it truly means to “love thy neighbor”—as an urban planner and as a member of a community. ***Our new book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, will be published on October 21, 2025 by Thesis, an imprint of Penguin Random House. Pre-order now.*** Support The War on Cars on Patreon and receive exclusive access to ad-free versions of regular episodes, Patreon-only bonus content, Discord access, invitations to live events, merch discounts and free stickers! This episode was produced with the generous support of the Helen & William Mazer Foundation. We are also supported by Cleverhood. Listen to the episode for the latest discount on the best and most stylish rain gear for walking and cycling. Learn more about how an electric cargo bike can change your life and save $500 off a new bike with code WARONCARS500 at Xtracycle. LINKS:  Buy Charles T. Brown's book, Arrested Mobility: Overcoming the Threat to Black Movement, at our Bookshop page. Check out Charles's Arrested Mobility podcast and find out more about his work. thewaroncars.org / lifeaftercars.com

Fitness in Philosophy
What is Fitness? (Revisited) Part 3

Fitness in Philosophy

Play Episode Listen Later May 19, 2025 113:20


In this episode, which is part 3 of a 3 part series, James and Robby revisit the question that started it all: What is fitness?They discuss and debate the 7 main theses about fitness listed belowThesis 1: Defining fitness in the abstract is not that difficult. The real or the major question relates to how we implement fitness todayThesis 2: Fitness is not just solely a means to an end (like money) nor is it a pure end in itself (like happiness)Thesis 3: The environment is the central determining factor in the participation of the fitness, and this has massive implications for what we should do going forward in the present day worldThesis 4: The environment of hyperabundance is not going away, and it's only increasingThesis 5: The principles of fitness need to reinterpreted in every age and era, including ours, in a way that makes them accessible in our actual lived situation.Thesis 6: While certain forms of fitness as practiced today could be considered folly, there are plenty of forms of fitness today that are not folly. Furthermore, this may be the very first time in human history that the choice to engage in fitness involves any sort of virtue.·Thesis 7: Fitness is necessary but not sufficient for an optimal life, especially in the modern worldIf you like the show, please leave us a review. They really do help.Have any thoughts, comments or questions? You can email us at fitnessinphilosophy@gmail.comWant to purchase Fitness in Philosophy T-Shirts? You can purchase them from the following link.https://www.teepublic.com/user/fitness-in-philosophy·

Ab 21 - Deutschlandfunk Nova
Social life - Warum tut uns Teamsport gut?

Ab 21 - Deutschlandfunk Nova

Play Episode Listen Later May 19, 2025 17:30


Hannah spielt leidenschaftlich Fußball. Sie brennt für den Sport, aber ganz besonders für ihren Verein. Wie wichtig dieses soziale Netz ist und wie wir als Neuling gut im Verein klarkommen, erklärt Psychotherapeutin Rosalie Weigand.**********Ihr hört: Gesprächspartnerin: Hannah, spielt Fußball in einem Verein und ist dort mittlerweile auch Schatzmeisterin Gesprächspartnerin: Rosalie Weigand, psychologische Psychotherapeutin, ist selbst seit fünf Jahren in einem Tanzverein Gesprächspartnerin: Ulrike Scheuermann, Psychologin, hat ein Buch über die Wichtigkeit sozialer Kontakte für ein gesundes, langes und glückliches Leben geschrieben Autor und Host: Przemek Żuk Redaktion: Friederike Seeger, Lara Lorenz, Stefan Krombach Produktion: Susanne Beyer**********Quellen:Buser, M. (2023). Soziale Integration im Vereinssport – Entstehung und Rolle struktureller Bedingungen. (Thesis). Universität Bern.**********Empfehlungen aus dieser Folge:Scheuermann, U. (2021). Freunde machen gesund: Die Nummer 1 für ein langes Leben: deine Sozialkontakte. Knaur Balance.Gille et. al (Hrsg.) (2024). Zivilgesellschaftliches Engagement und Freiwilligendienste. Nomos. doi.org/10.5771/9783748936497.  **********Mehr zum Thema bei Deutschlandfunk Nova:Teamspirit: Was uns das Vereinsleben gibtSport und Politik: Wie Vereine demokratische Werte transportierenSport: Wie es queeren Menschen in Sportvereinen geht**********Den Artikel zum Stück findet ihr hier.**********Ihr könnt uns auch auf diesen Kanälen folgen: TikTok und Instagram .**********Meldet euch!Ihr könnt das Team von Facts & Feelings über Whatsapp erreichen.Uns interessiert: Was beschäftigt euch? Habt ihr ein Thema, über das wir unbedingt in der Sendung und im Podcast sprechen sollen?Schickt uns eine Sprachnachricht oder schreibt uns per 0160-91360852 oder an factsundfeelings@deutschlandradio.de.Wichtig: Wenn ihr diese Nummer speichert und uns eine Nachricht schickt, akzeptiert ihr unsere Regeln zum Datenschutz und bei Whatsapp die Datenschutzrichtlinien von Whatsapp.

The Alan Cox Show
Money Pit, Propane Mgmt, Swift Amish, Kangaroo Jacked, Reese's Thesis

The Alan Cox Show

Play Episode Listen Later May 16, 2025 116:50


The Alan Cox Show
Money Pit, Propane Mgmt, Swift Amish, Kangaroo Jacked, Reese's Thesis

The Alan Cox Show

Play Episode Listen Later May 16, 2025 119:09


The Alan Cox ShowSee omnystudio.com/listener for privacy information.

Lance Roberts' Real Investment Hour
5-14-25 The Equity Chase is On

Lance Roberts' Real Investment Hour

Play Episode Listen Later May 14, 2025 45:44


As markets climb higher, investors are rushing back into stocks. But is the chase for equity returns grounded in fundamentals—or just FOMO? Lance Roberts & Danny Ratliff dive into the sudden surge in equity markets and the renewed appetite for risk. Is this rally sustainable—or are investors simply chasing performance at the top? What's fueling the stock market rally in 2025, how is sentiment shifting, and why chasing returns in bull markets can be dangerous without a disciplined investment strategy. Lance & Danny also explore portfolio positioning and risk management tips that can help you stay grounded amid the hype. How to get back into the market? Is a bid to offer 4 X leverage for retirement accounts a good idea? What changes our thesis about Bonds? Whether you're managing your own money or working with an advisor, now's the time to revisit your equity exposure and prepare for what comes next. SEG-1: Do We Sell in May & Go Away? SEG-2: How Do We Get Back In? SEG-3: 4 x Leverage for 401k? SEG-4: What Changes our Thesis on Bonds? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=1zRtjeKGJ7o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mention in this show: "A Bear Market Rally?" https://realinvestmentadvice.com/resources/blog/a-bear-market-rally/ ------- The latest installment of our new feature, Before the Bell, "Markets Turn Positive for the Year...barely" is here: https://www.youtube.com/watch?v=Dp2bd5BsGmE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is Tariff-driven Volatility Over?" https://www.youtube.com/watch?v=t5U_4ulK_Pw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketConsolidation #MarketPullBack #Mag7Stocks #StockMarket2025 #StockMarketRally #EquityOutlook #BullMarket2025 #InvestmentStrategy #MarketRally #MarketConsolidation #MarketPullBack #PatiencePays#MarketRally #100DMA #50DMA #200DMA #BearMarketRally #StockMarketUpdate #MarketVolatility #InvestmentStrategies #EconomicForecast #LanceRobertsBirthday #InternationalScout #InvestingAdvice #Money #Investing

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The Real Investment Show Podcast
5-14-25 The Equity Chase is On

The Real Investment Show Podcast

Play Episode Listen Later May 14, 2025 45:44


As markets climb higher, investors are rushing back into stocks. But is the chase for equity returns grounded in fundamentals—or just FOMO? Lance Roberts & Danny Ratliff dive into the sudden surge in equity markets and the renewed appetite for risk. Is this rally sustainable—or are investors simply chasing performance at the top? What's fueling the stock market rally in 2025, how is sentiment shifting, and why chasing returns in bull markets can be dangerous without a disciplined investment strategy. Lance & Danny also explore portfolio positioning and risk management tips that can help you stay grounded amid the hype. How to get back into the market? Is a bid to offer 4 X leverage for retirement accounts a good idea? What changes our thesis about Bonds?  Whether you're managing your own money or working with an advisor, now's the time to revisit your equity exposure and prepare for what comes next. SEG-1: Do We Sell in May & Go Away? SEG-2: How Do We Get Back In? SEG-3: 4 x Leverage for 401k? SEG-4: What Changes our Thesis on Bonds? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=1zRtjeKGJ7o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mention in this show: "A Bear Market Rally?" https://realinvestmentadvice.com/resources/blog/a-bear-market-rally/ ------- The latest installment of our new feature, Before the Bell, "Markets Turn Positive for the Year...barely" is here:  https://www.youtube.com/watch?v=Dp2bd5BsGmE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is Tariff-driven Volatility Over?" https://www.youtube.com/watch?v=t5U_4ulK_Pw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/  ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #MarketConsolidation #MarketPullBack #Mag7Stocks #StockMarket2025 #StockMarketRally #EquityOutlook #BullMarket2025 #InvestmentStrategy #MarketRally #MarketConsolidation #MarketPullBack #PatiencePays#MarketRally #100DMA #50DMA #200DMA #BearMarketRally #StockMarketUpdate #MarketVolatility #InvestmentStrategies #EconomicForecast #LanceRobertsBirthday #InternationalScout #InvestingAdvice #Money #Investing

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TD Ameritrade Network
Blancato's Picks Amid Bullish Thesis: COST, MDLZ, RYCEF, SPOT

TD Ameritrade Network

Play Episode Listen Later May 12, 2025 9:22


“As the United States sneezes, the rest of the world gets a cold” – because of our consumer, argues Phil Blancato. He thinks “the idea of a profound recession” is overblown and took advantage of the market sell-off because of this bullish thesis. Some of his current picks include Costco (COST), Mondelez (MDLZ), Rolls Royce (RYCEF), and Spotify (SPOT). He also sees opportunities in small caps and lays out his economic case for the rest of the year.======== 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

Daybreak
Pete Hegseth '03's Thesis, EWR Radar Blackouts, and Princeton's Debt-Free Guarantee — Monday, May 12

Daybreak

Play Episode Listen Later May 12, 2025 10:38


Today, we take you inside plagiarism in Secretary of Defense Pete Hegseth ‘03's senior thesis, cover air traffic radar disruptions at Newark airport, and look at Avi Chesler's experience with the ambiguity of Princeton's debt-free financial aid promise.

Beyond Yacht Rock
108. Undergrad Thesis Rock

Beyond Yacht Rock

Play Episode Listen Later May 8, 2025 76:01


Steve presents a learned treatise on alternative-rock bands who scored Top 40 crossover hits in the pre-grunge era of 1987-1991.

The War on Cars
More Motornormativity with Marco te Brömmelstroet, aka "The Fietsprofessor"

The War on Cars

Play Episode Listen Later May 6, 2025 60:49


NOTE: This episode was originally released as a Patreon-exclusive bonus. For more episodes like this, please join The War on Cars on Patreon. We're an independent podcast and rely on listener support. Thanks! Marco te Brömmelstroet, also known as "The Fietsprofessor," returns to The War on Cars to discuss a new study he co-authored with Dr. Ian Walker, another former guest of the podcast. The study takes a look at a phenomenon where people accept the harms and risks associated with cars in ways they wouldn't in other areas of life. But unlike Dr. Walker's previoius study — and that of Dr. Tara Goddard, another friend of The War on Cars — this new study asks where motonormativity comes from and examines the ways in which it manifests itself differently depending on factors such as where a person lives or their perceptions of the beliefs of their friends and family. The results are fascinating. Marco also studies language and how it affects people's perceptions of mobility and had a lot to say about how we can tell better stories about who and what our streets are for. ***Our new book, Life After Cars: Freeing Ourselves from the Tyranny of the Automobile, will be published on October 21, 2025 by Thesis, an imprint of Penguin Random House. Pre-order now.*** This episode was produced with the generous support of the Helen & William Mazer Foundation. This episode was also supported by Cleverhood. Save 15% on the amazing Arclight Pedals and everything from Redshift Sports with code WARONCARS at checkout. LINKS: "Why Do Cars Get a Free Ride? The social-ecological roots of motonormativity," a study by Marco te Brömmelstroet and Ian Walker. Read Marco's book, "Movement: How to Take Back Our Streets and Transform Our Lives," co-authored with journalist Thalia Verkade. Follow the Urban Cycling Institute on Bluesky. thewaroncars.org / lifeaftercars.com  

KAJ Studio Podcast
From MBA Thesis to Thriller Novelist | Michael Wendroff's Bold Leap into Authorship

KAJ Studio Podcast

Play Episode Listen Later May 6, 2025 31:17


Discover how Michael Wendroff turned a lifelong passion for storytelling into a thrilling second career as a traditionally published author. From early influences and unexpected industry breaks to his unique writing process, Wendroff shares his inspiring debut journey. Aspiring writers and late bloomers alike will find motivation and actionable insights in this compelling conversation.==========================================

The Circuit
Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis

The Circuit

Play Episode Listen Later May 6, 2025 52:03


In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertainties, the significant manufacturing shift to India, and Qualcomm's diversification strategy in the IoT and automotive sectors. The conversation highlights the challenges and opportunities both companies face in a rapidly evolving market. In this conversation, Jay Goldberg and Ben discuss the current state of the semiconductor industry, focusing on cost management strategies, Intel's advancements in foundry technology, and the competitive landscape with TSMC. They explore the implications of new technologies like Power Via and the shift towards chiplet architecture. Additionally, they delve into the concept of AI factories and how they represent a new approach to data center infrastructure, transforming it from a cost center to a profit center.

The PhD Life Coach
3.35 How PhD Students Can Network Smarter & Avoid Career Panic with Dr David Mendes from Beyond the Thesis

The PhD Life Coach

Play Episode Listen Later May 5, 2025 46:36 Transcription Available


Send Vikki any questions you'd like answered on the show!Struggling to figure out your career path after your PhD? In this episode, David Mendes—host of the Beyond the Thesis podcast—shares expert tips on using networking to map out your job market early. Learn how to have strategic career conversations, explore industry roles, and avoid last-minute decision panic. This conversation offers practical steps PhD students can take to better understand their options and plan with confidence.Links:Beyond the Thesis with Papa PhD (David's podcast)Connect with David on LinkedInDavid's Skool.com link****I'm Dr Vikki Wright, ex-Professor and certified life coach and I help everyone from PhD students to full Professors to get a bit less overwhelmed and thrive in academia. Please make sure you subscribe, and I would love it if you could find time to rate, review and tell your friends! You can send them this universal link that will work whatever the podcast app they use. http://pod.link/1650551306?i=1000695434464 I also host a free online community for academics at every level. You can sign up on my website, The PhD Life Coach. com - you'll receive regular emails with helpful tips and access to free online group coaching every single month! Come join and get the support you need.

Papa Phd Podcast
Navigating Medical Affairs Careers After a PhD with Rayana Luna

Papa Phd Podcast

Play Episode Listen Later May 1, 2025 90:42


Welcome to another episode of Beyond the Thesis With Papa PhD—a podcast where we dive deep into what happens after the PhD and how you can leap from academia into a diverse universe of fulfilling careers. This week, host David Mendes sits down in-person with Rayana Luna, a seasoned expert in medical affairs with over a decade of experience spanning multiple leadership roles, industry transitions, and a consulting business: Your MSL Coach. In this in-depth conversation, Rayana shares her journey from doing a PhD and feeling locked into the traditional academic path, to discovering the world of medical science liaison (MSL) roles and climbing the career ladder in medical affairs. She opens up about the realities of breaking into the industry, the variety of entry-level roles available (including MSLs, medical writers, and more), and sheds light on salary expectations—spoiler: they're generally higher than postdoc salaries! Rayana also addresses common hurdles PhDs face when shifting careers, like learning to “sell” yourself beyond an academic CV, mastering LinkedIn, and networking with authenticity. Packed with actionable advice, inspiring stories, and a deep dive into what medical affairs teams actually do in big pharma, this episode is a must-listen for anyone considering taking their research skills Beyond the Thesis. Rayana Luna's career journey is a testament to growth and adaptability within the medical affairs field. Starting out, Rayana observed that roles like medical science liaison (MSL), medical advisor, and medical writer not only offered higher starting salaries than traditional postdoctoral positions, but also provided abundant opportunities for advancement. Over the span of ten years, Rayana changed positions six times, quickly climbing the career ladder by focusing on collaborative environments and personal fulfillment over prestigious titles or starting pay. Her story encourages valuing meaningful work and positive teamwork, reinforcing that career progression comes naturally when you do what you love and build strong professional relationships. What we covered in the interview:  Career Progression is Fast & Rewarding: Entry-level roles like medical affairs fellow or MSL may seem humble, but with consistent performance and strategic networking, career (and salary) growth can be rapid. “Don't get hung up on initial titles; focus on enjoying your work and collaborating with great people.”  Networking & Self-Advocacy are Essential: Start intentional networking early (don't wait until you need a job!) and tailor your LinkedIn to what you WANT to do—not just what you've done. Your visibility and authentic connections can open unexpected doors.  Your Advanced Degree Matters: Finishing your PhD is increasingly required for most roles in medical affairs and opens many more doors for your industry trajectory. Don't give up in the final stretch—your perseverance will pay off.  If you're prepping for your next step, focus on crafting a standout LinkedIn profile, invest in building genuine connections, and keep an open (and growth-oriented) mindset. There's a whole world of opportunity beyond the bench!   See the resources section below for her links! This episode's resources: Instagram: @your.msl.coach LinkedIn: Your MSL Coach Thank you, Rayana Luna! If you enjoyed this conversation with Rayana, let her know by clicking the link below and leaving her a message on Linkedin: Send Rayana Luna a thank you message on Linkedin! Click here to share your key take-away from this interview with David! Leave a review on Podchaser ! Support the show !   You might also like the following episodes: Sarah McLusky – Research Adjacent Podcast Collab Papa PhD Gold – Sue Ashford – Four Practices You Must Learn From Gig Workers Papa PhD Gold – Elodie Chabrol –The Hidden Benefits of Science Communication Alexandra Howson – A Career in Continuing Medical Education

IELTS Energy English Podcast
IELTS Energy 1481: Strategies for Your Writing Task 2 Thesis

IELTS Energy English Podcast

Play Episode Listen Later Apr 29, 2025 15:32


Get your estimated IELTS Band Score now with our free 2-minute quiz. Want to get a guaranteed score increase on your next IELTS Exam? Check out our 3 Keys IELTS Online course. Check out our other podcasts: All Ears English Podcast: We focus on Connection NOT Perfection when it comes to learning English. This podcast is perfect for listeners at the intermediate or advanced level. This is an award-winning podcast with more 4 million monthly downloads. Business English Podcast: Improve your Business English with 3 episodes per week, featuring Lindsay, Michelle, and Aubrey Visit our website here or https://lnk.to/website-sn Send your English question or episode topic idea to support@allearsenglish.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Defenders Podcast
Defenders: Excursus on Creation of Life and Biological Diversity (Part 31): Examining the Thesis of Common Ancestry

Defenders Podcast

Play Episode Listen Later Apr 23, 2025


Defenders: Excursus on Creation of Life and Biological Diversity (Part 31): Examining the Thesis of Common Ancestry

The War on Cars
Putting the Trans in Transit with Katelyn Burns

The War on Cars

Play Episode Listen Later Apr 22, 2025 52:37


“Why are so many trans people into urban planning?” That's the question independent journalist and co-host of the Cancel Me, Daddy podcast Katelyn Burns asked her Bluesky followers, and she got an overwhelming response. Katelyn wrote up some of those answers in a recent piece on The Flytrap, the feminist media outlet she recently co-founded and launched. It's a thought-provoking read. We talked with Katelyn about the safety that trans people can find in dense cities, the “trans on trains” meme, and what the game Cities: Skylines has to do with all of this. And she discusses how the trans perspective can illuminate problems and solutions within urban systems. ***Our new book, Life After Cars, will be published on October 21, 2025 by Thesis, an imprint of Penguin Random House. Pre-order now.*** Support The War on Cars on Patreon and receive exclusive access to ad-free versions of regular episodes, Patreon-only bonus content, Discord access, invitations to live events, merch discounts and free stickers! This episode was produced with the generous support of the Helen & William Mazer Foundation. This episode was also supported by Cleverhood. Listen to the episode for the latest discount on the best and most stylish rain gear for walking and cycling. Save 15% on the amazing Arclight Pedals and everything from Redshift Sports with code WARONCARS at checkout. LINKS: Read and subscribe to The Flytrap. Check out Katelyn's piece on how you can tell that cities are designed for (and by) men. Find Katelyn Burns on Bluesky. Listen to the Cancel Me Daddy podcast. thewaroncars.org / lifeaftercars.com  

Capital City Soccer Show
A Thesis on Luck, Galaxy Review, Listener Questions, Dynamo Preview, more

Capital City Soccer Show

Play Episode Listen Later Apr 22, 2025 94:15


This week Landon and Jeremiah break down Austin FC's 1-0 win against the Galaxy and answer some listener questions. Other questions and topics include:- Join the Patreon and give Landon green hair- Anaya family GoFundMe- How the formation change helped Austin win- A thesis on luck and chance- Vazquez's redemption arc- Chaotic ending - Transfer window closing- Houston Dynamo Preview (1:11:15)- Listener Questions- Free Ticket Giveaway by Sage Wilson Realty- Join the Patreon- much moreMoontower Soccer is brought to you by FVF Law and McGuire Woods ConsultingSupport the show

First Funders
S2E02: Before Clay Was a Unicorn: The First Check, the Thesis, and the Long Game - Andre Charoo, Maple VC

First Funders

Play Episode Listen Later Apr 22, 2025 74:00


Canadians have been the lifeblood behind some of the biggest unicorn startups of the past few years (think Open AI, Uber, Slack, Instacart, Notion, Databricks, CloudFlare, Roblox, Ethereum, Moderna Health, and Clay to name a few), and yet no one talks about them, except for Andre Charoo. And he's not just talking – he's putting his money behind Canadian founders through his fund, Maple VC. Andre shares why he thinks Canadian founders are always a strong bet (and bonus points if they're immigrants, too), what it's like to wait over 7 years to see a pre-seed investment materialize (in this case, recent unicorn Clay), and how he thinks about moats in the AI age (and why they still matter).Maple VC writes $500k – $1.5 million industry-agnostic checks into pre-seed and seed stage companies with roots from Canada to Korea to Harvard. HighlightsEven long after he left Uber and Hired, Andre never lost his go-to-market spirit and he's carried it with him as he's moved from operator to VC. Andre's investing framework can best be described as Canadian roots with global reach. He's been working hard to give Canadian founders their due and show their world that they are some of the most ambitious people out there. Clay, a unicorn in the Maple VC portfolio, is a testament to persistence and patience. Andre urges investors to remember they're playing the long game – waiting for results that may not materialize for nearly a decade. It's all about building durable companies, and the 7 Powers by Hamilton Helmer still holds true. Andre stresses that defensibility and success come from strategic insight, execution, and taste—not just code.While AI is changing the way companies form and scale, Andre still believes in this undefeated combo for founders: inventors, builders, and operators.(00:00) - Andre Charoo, Maple VC - Before Clay Was a Unicorn: The First Check, the Thesis, and the Long Game (01:40) - Andre's journey from operator to investor (06:56) - Why Andre will always bet on Candian expats (22:46) - Andre's check size and how he manages Maple VC (33:38) - The 7-year story of the unicorn, Clay (42:14) - Where Andre thinks AI stands and where it might be going (49:17) - Moats still matter in the AI era (01:03:02) - Andre's take on the inventor-builder-operator trifecta

The Industrial Talk Podcast with Scott MacKenzie
Buddy Lee with Mesa Associates

The Industrial Talk Podcast with Scott MacKenzie

Play Episode Listen Later Apr 14, 2025 27:01 Transcription Available


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

Tales from the Crypt
#605: When This Trade War Will End with James Check

Tales from the Crypt

Play Episode Listen Later Apr 11, 2025 68:43


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