Podcasts about valuations

This week, Santi joined Jonah & Avi on the 1000x podcast to discuss Bitcoin breaking $95k, why crypto valuations are struggling, how AI and traditional markets offer better value and clearer cash-flow stories, and why the next era of winners will be real applications, not infrastructure. Enjoy! – Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob  Apple: https://bit.ly/4etlBMd  – Follow Santi: https://x.com/santiagoroel Follow Avi: https://x.com/AviFelman  Follow Jonah: https://x.com/jvb_xyz  Follow 1000x: https://x.com/1000xPod.  Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- Mantle is pioneering ""Blockchain for Banking"" as a revolutionary new category that sits at the intersection of TradFi and web3. Key elements for Mantle as the ""Blockchain for Banking"": Transactions posted to the blockchain Compatibility with TradFi rails Integrated DeFi features Mantle Network, the access layer — transforms Mantle Network into a purpose-built vertical platform — the blockchain for banking — that enables financial services on-chain. Mantle leads the establishment of Blockchain for Banking as the next frontier. Follow Mantle on X (@Mantle_Official) for the latest updates on Mantle as the 'Blockchain for Banking'. -- Timestamps: (01:11) Crypto's Valuation Problem (04:41) Crypto vs the Stock Market (07:55) Crypto's Valuation Problem Cont. (12:49) Ads (Zcash, Katana) (14:03) Is This Time Different? (18:19) Valuations vs Active Users (21:33) Future of Blockchain (25:12) Bitcoin vs Crypto (29:07) Crypto Needs Cash Flows (32:24) Ads (Zcash, Katana) (33:38) Underwriting New Chains (40:52) Western Union Thesis (43:58) Equity vs Token Holders (46:30) The Future of Blockchain Investments (49:46) Missing the Forest for the Trees (54:06) Ads (mantle) (55:05) Still Bullish Bitcoin (59:20) Institutional Interest in Crypto (01:05:26) Final Thoughts -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Did you know that you can sell your business without giving up your brand, your team, and your legacy? This episode introduces a unique type of buyer, one who invests in your business without taking it over. You'll learn how to get paid, keep running your company with its brand and culture intact, and have multiple opportunities for additional cash in the future.   View the complete show notes for this episode.   Want To Learn More? Business Exit Plan & Strategy Checklist | A Complete Guide M&A Basics: Building a Sellable Business M&A Guide | The 4 Types of Buyers of Businesses Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

In this episode of Behind The Numbers With Dave Bookbinder, Dave speaks with Jim Stevenson, CEO of Bletchley Group, about how companies can achieve real transformation by aligning strategy, people, processes, and products. Drawing from his leadership experience at The Guardian and in global retail and digital businesses, Jim shares practical insights on breaking down silos, redesigning teams, and putting customer experience at the center of change. You'll discover: Why true transformation starts with intentional, top-down culture change How discovery and learning at every level drive alignment and innovation What an 18-month horizon means for embedding sustainable change Why curiosity is a must-have hiring trait for every team How small operational shifts—like seating strategy and cross-functional collaboration—accelerate decisions And how balanced turnover and succession planning keep organizations adaptable and competitive If you're leading transformation, managing growth, or rethinking how people and strategy connect, this conversation offers a practical roadmap for making change stick. About Our Guets: Splitting his time between Los Angeles and London, Jim Stevenson is the Founder and CEO of Bletchley Group, a renowned International Growth Consultancy with 24 years of expertise in strategy, transformation, and growth.   He established Bletchley Group with a fundamental belief that while technology is powerful, it should always serve a meaningful purpose. Jim's unique value stems from his diverse background, having worked in numerous roles across various companies, enabling him to identify growth opportunities and achieve great results for his clients. He is also: Partner at Spark Collective International, an M&A firm, Chair of Kompas Health, a fast-growing Telehealth business expanding into the USA and Chair of MediMusic, a digital therapeutics startup helping patients with dementia and chronic pain. About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.    He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”   Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

In this episode, our host sits down with Gary Plant, PeerNova's Valuation Risk Leader and Subject Matter Expert (SME),  to explore what true regulatory readiness looks like in today's fast-moving valuation risk landscape. Uncover why traditional monthly or quarterly IPV cycles no longer meet regulatory expectations, how fragmented infrastructures slow firms down, and why valuation teams need more transparent, agile, and scalable controls to keep pace.Learn how Cuneiform® for Valuation Risk helps firms modernize IPV, achieve real-time oversight, reduce human middleware, and deliver audit-ready transparency across the valuation lifecycle.Gary answers the following questions:What are the biggest challenges firms face in achieving regulatory readiness for valuation risk? How are regulators pushing firms toward daily (or real-time) valuation oversight?What structural and operational barriers prevent modernization?Why do firms need a single, strategic solution to meet increasing demands and reduce manual processes?How does Cuneiform® for Valuation Risk address these challenges with real-time execution, transparency, and compliance alignment?

Valuations for many stocks in the S&P 500 are at sky high levels, and for many of these companies, the math on the growth projections simply doesn't add up, which historically has been catastrophic for investors when the music stops playing. Welcome to Retire with Ashley, your guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and today, I am joined by Kevin Caron, senior portfolio manager and co-founder at Washington Crossing Advisors.  Here's is today's interview segment with Kevin Caron…

Recent volatility has a lot of investors asking whether this is the start of a crash. In this week's update I explain why, in my view, what we're seeing is better described as a valuation reset and change of character in the most expensive parts of the market, not the beginning of a major bear market. High PE technology and AI leaders have finally flinched, money is rotating into other sectors, and intraday swings have picked up. But earnings in the US remain broadly solid and there is still plenty of liquidity. The key is to understand what's really driving the moves so you can respond rationally, not emotionally. For the full experience, watch the YouTube video at https://www.youtube.com/watch?v=pv_HiRporDs

Valuations for many stocks in the S&P 500 are at sky high levels, and for many of these companies, the math on the growth projections simply doesn't add up, which historically has been catastrophic for investors when the music stops playing. Welcome to Retire with Ashley, your guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and today, I am joined by Kevin Caron, senior portfolio manager and co-founder at Washington Crossing Advisors.  Here's is today's interview segment with Kevin Caron…

In this episode, Jamie and Jaeden discuss the impressive growth of Scribe, an AI company that recently achieved a $1.3 billion valuation. They explore how Scribe helps businesses automate workflows by observing user activities and recommending AI solutions. The conversation also delves into the potential for individuals to become AI consultants, leveraging their expertise to help organizations implement AI strategies effectively. The hosts emphasize the importance of understanding metrics and the value of AI in enhancing productivity and efficiency in various industries.Our Skool Community: https://www.skool.com/aihustleGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Gaurav Bhasin is the founder and managing director of Allied Advisers, an M&A advisory firm whose principals have completed over 100 sell-side transactions for software and tech founders. After two decades in investment banking and tech M&A, Gaurav is a sell-side advisor to B2B software founders who have built successful businesses and want to explore selling their companies. Allied Advisers typically works with founders selling their businesses for $20M–$200M, helping them prepare materials, run a competitive process, and negotiate terms. We discuss how today's M&A market looks very different from the 2021 bubble. Valuations have normalized, deal timelines have increased, and buyers are more disciplined. But the demand for profitable, steadily growing SaaS companies is stronger than ever. Gaurav breaks down strategic and private equity buyers, what metrics matter most, how AI influences valuations, and why most founders underestimate the emotional and operational effort required to sell. For practical founders thinking about an exit in the next few years, this episode provides clear expectations and tactical guidance. Key Takeaways Profitable Growth Wins — Buyers prefer SaaS companies growing 20–50% with real profits over faster revenue growth fueled by burn. Metrics Drive Valuation — Net retention above 110%, gross retention above 90%, and >75% gross margins increase valuation and buyer interest. Run a Real Process — A single buyer gives you no leverage. Multiple qualified buyers improve pricing, terms, and closing certainty. AI Is Lipstick — But Real — You don't need to be AI-native. Practical AI that improves product, margin, or GTM still increases buyer interest.   Quote from Gaurav Bhasin, founder and managing director of Allied Advisers "The good news for SaaS founders is that the private equity community has raised about $1.5 trillion of capital, and more is being raised. And they also have access to debt. So there's $7 trillion of dry powder to do deals. Private equity is not paid to sit on the cash. And they love recurring revenue software.  "Private equity investors will typically move much faster than strategic buyers. Strategics will take a while. You need a business unit sponsor to buy into the vision, and then they will push the corporate to do the deal. But with the private equity, they will look at your financial metrics and if you fit in, they can move pretty fast.  "The one caveat with private equity compared to strategic is they generally pay a little bit less than the strategics because strategics have established distribution and GTM for higher growth, so private equity will index more on the financials." Links Gaurav Bhasin on LinkedIn Allied Advisers on LinkedIn Allied Advisers website 2025 Vertical SaaS Report - Allied Advisers Podcast Sponsor – Fraction This podcast is sponsored by Fraction. Fraction gives you access to senior US-based engineers and CTOs — without full-time costs or hiring risks. Get 10 to 30 hours per week from vetted and experienced US-based talent. Find your next fractional senior engineer or CTO at fraction.work. You can start with a one-week, risk-free trial to test it out. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com. Practical Founders CEO Peer Groups Be part of a committed and confidential group of practical founders creating valuable software companies without big VC funding.  A Practical Founders Peer Group is a committed and confidential group of founders/CEOs who want to help you succeed on your terms. Each Practical Founders Peer Group is personally curated and moderated by Greg Head.

Valuations for many stocks in the S&P 500 are at sky high levels, and for many of these companies, the math on the growth projections simply doesn't add up, which historically has been catastrophic for investors when the music stops playing. Welcome to Retire with Ashley, your guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and today, I am joined by Kevin Caron, senior portfolio manager and co-founder at Washington Crossing Advisors.  Here's is today's interview segment with Kevin Caron…

Send us a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:07 - Thinking Machines Lab Eyes $50-60B Post-Money Valuation01:00 - Anysphere (Cursor) $2.3B Raise Triples Valuation to $29.3B02:14 - Clio (LegalTech) Hits $5B Valuation on $500M Series G03:00 - Skims Raises $225M at $5B Valuation04:06 - Scribe's Workflow Automation Hits $1.3B Valuation05:24 - WisdomAI Raises $50M Series A06:20 - Wonderful Raises $100M Series A Only 4 Months Post-Stealth07:30 - Blue Origin Lands Booster!08:39 - Anthropic $50B Direct Data Center Build-Out + Europe Expansion10:45 - OpenAI Chips Act Expansion Push12:15 - Cerebras Systems Multibillion Guyana Sovereign AI Deal13:23 - Sweet Security Raises $75M Series B14:42 - World Labs' Marble 3D World Model Launches Commercial15:52 - ElevenLabs Celebrity Voice Deals

A sell-off in the Nasdaq and several major tech firms continues to fuel investor concerns over A.I. valuations while hopes of an interest rate cut by the Fed's December now only stand at 50 per cent. UK Chancellor Rachel Reeves is reportedly now set to scrap her manifesto-breaking plan to hike income tax after all as voter and party anger swells. Siemens Energy posts FY adjusted profit of 600 per cent and boosts its guidance with A.I. data centres continuing to drive energy demand. CEO Christian Bruch tells CNBC his company is well positioned to meet the needs.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

European equities opened broadly lower, with all major indices in the red as sentiment soured following weakness in APAC trade; FTSE 100 lags.US equity futures are weaker across the board in pre-market trade as Tech continues to lag on valuation concerns. GBP/USD is in focus this session following reports that Chancellor Reeves has scrapped plans for an income tax rate hike, a move seen as increasing fiscal risks ahead of the November 26th budget.Gilts experienced a volatile session, with the benchmark plunging from 93.37 to 92.07, but has since rebounded modestly on reports around UK forecasts.UKMTO notes of incident off the coast of UAE's Khor Fakkan [near the Strait of Hormuz], believed to be state activity; Vessel is transiting towards Iranian territorial waters.Looking ahead, speakers include ECBʼs Cipollone & Lane, Fedʼs Bostic, Schmid & Logan. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Collect unlimited free verifiable CPD for UK Dentists here >>> ———————————————————————Valuations are shifting fast, and so are the rules that shape them. We sat down with dental practice sales expert Luke Moore to map the real market moves behind the headlines: why groups are winning a bigger share of deals, how cheaper debt is fuelling micro-consolidation, and where independent buyers are still paying up for the right assets. If you're weighing a purchase, planning to sell, or just want to understand what your practice is worth in today's climate, this conversation lays out the numbers and the nuance.We dig into the latest data points on deal sizes and EBITDA multiples, separating independent buys from group-led transactions and explaining why some NHS-heavy portfolios are dragging averages down while high-quality private and mixed practices still push toward the high-7x range. Geography and recruitment take centre stage: NHS valuations diverge sharply by region, with London and the South East often outperforming due to easier clinician hiring. We also unpack the thaw in Wales, where signals of a return to an item-of-service style approach and an uplifted hourly rate are drawing buyers back—alongside a sober look at how associate pay expectations could compress EBITDA.Policy is the wildcard. A widely flagged income tax rise could make holding less attractive than selling for many principals, especially as frozen tax bands and the 100k trap quietly raise effective rates. We walk through BADR's step up toward 18% by 2026 and what that means in pure cash terms, plus the practical timing options many owners are modelling to protect their net proceeds. On costs, a likely National Living Wage increase around 4% will ripple through pay differentials, nudging ancillary costs higher and forcing tighter discipline on margins.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us a text

Ever wondered what goes on in a private investor's mind when they're evaluating your business? This episode takes you behind the curtain to get a buyer's perspective on what truly matters in a deal. You'll learn how to overcome a stubborn mindset, the importance of transparency, and why a buyer partnership might be exactly what you need. View the complete show notes for this episode. Want To Learn More? M&A Guide | The 4 Types of Buyers of Businesses 8 Signs You Aren't Ready to Sell Your Business Reducing Concentrations of Risk Before Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Stocks sold off today, especially in tech. More fears around the valuations in the AI trade hitting some high-momentum names. One bright spot: health care. Bernstein analyst Lance Wilkes breaks down his top picks. Cursor CEO Michael Truell on the company's latest fundraise and valuation, nearly tripling in just five months. Plus, our Melissa Lee on some popular insurance schemes that offer huge savings on medications – but could put patient lives in danger.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tony Zhang with OptionsPlay believes Nvidia (NVDA) is trading at its best forward P/E since Liberation Day. He offers an example options trade and makes the case for long-term investors to buy into the stock as it lingers in correction territory. Tony turns to a much different industry through his trade in FedEx (FDX), but he makes a similar case that the stock is at a discount to its peers.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

Valuations for many stocks in the S&P 500 are at sky high levels, and for many of these companies, the math on the growth projections simply doesn't add up, which historically has been catastrophic for investors when the music stops playing. Welcome to Retire with Ashley, your guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and today, I am joined by Kevin Caron, senior portfolio manager and co-founder at Washington Crossing Advisors.  Here's is today's interview segment with Kevin Caron…

Allegro MicroSystems (ALGM), is key fabless designer that has a large power chip and sensor portfolio. Historically ALGM has been primarily in the auto and industrial end market. and now has more customers in data center as well as in robotics. Learn about Tunneling Magneto-resistance (TMR) sensor technology—an upgrade from older Hall Effect sensors—that is crucial for high-voltage applications in Electric Vehicles (EVs), green energy, and the imminent rise of industrial automation and robots. We explain the physics behind TMR and why Allegro is a leader in this high-precision, high-cost, and high-potential market.We also review the latest financial guidance, which shows a sequential revenue increase in a typically seasonally slow quarter, signaling a recovery in the auto and industrial chip cycle. Discover why Allegro is positioned as one of a "basket of power and sensor chips" for the physical AI and robotics market and where they fit in the competitive semiconductor landscape.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formIf you found this video useful, please make sure to like and subscribe!Chapters:0:00:00 - Allegro's Place in the Semiconductor Supply Chain (Fabless Designer)0:01:21 - The Sanken Electric, Polar Semiconductor, and TSMC Connection0:02:10 - Market Focus: Automotive and Industrial 0:03:22 - Magnetic Sensor Technology Evolution (Hall Effect to TMR)0:03:55 - Understanding Magnetic Fields and Hall Effect Sensors0:06:05 - Moving to Magneto-Resistive (MR/GMR) Sensors0:07:07 - Tunneling Magnetoresistance (TMR) Sensors0:08:00 - The High Cost and Future Adoption of TMR0:09:05 - Allegro's 48-Volt Ready Power Architecture0:09:50 - End Markets: Automotive (ADAS, Powertrain) and Industrial (Robotics, Data Centers, Solar)0:10:20 - Data Center Market Opportunity Per Server Rack0:11:00 - The Content Opportunity in Robotics and Physical AI0:12:35 - Power and Sensor Chips in Every Robotic Joint0:13:20 - Q3 FY2026 (Calendar Q4 2025) Guidance Overview0:14:15 - Breaking the Seasonal Trend (Sequential Revenue Increase)0:14:50 - Valuation and Growth Cycle Positioning0:15:47 - Investment Conclusion*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #allegromicrosystems #algmstock #sensors #robotics #roboticsstocks #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Allegro Microsystems

In this Daily Editorial, we welcome back Dave Erfle, Founder and Editor of The Junior Miner Junky, for his technical and fundamental outlook on the gold and silver prices up near record levels, and then the recent rebound in the precious metals stocks.  While the PM stocks have done quite well this year, they've still not come close to factoring in the huge economic implications of these higher underlying metals prices into their current valuations.    Key takeaways from Dave in this interview:   Gold and Silver Price Strength Continues – With gold up near $4,200 and silver up in the $52-$53 area, after having hit $54 again earlier this week, it is now trying to make $50 the floor instead of a 45-year ceiling.   Miners' Rebound After A 2-Week Correction – GDX and GDXJ have clawed their way higher since the end of last week, but they've not performed as well as some of the quality junior mining stocks have on a percentage basis in this recent recovery.   Chart and Cycle Patterns – After gold hit $3,500 in April, it consolidated for 5 months before resuming its uptrend. When gold recently hit an all-time high near $4,400 in October, it only waited a couple weeks before resuming its uptrend.  This may bode well for this correction not being as drawn out in time.  Dave would prefer to see the PM sector correct in time versus price, in more of a sideways consolidation to build the strength for the next move higher.   Company Valuations Are Still Cheap In Relation To Current Metals Prices – We are now half way through Q4 at substantially higher metals prices than in Q3, and yet the market caps and gains in the stocks have not even come close to reflecting the higher gold and silver producer margins, nor the improved economics of development-stage projects.   Merger and Acquisition Transactions Continue – After IAMGOLD's (IMG.TO) recent twin acquisitions, and Coeur Mining's (CDE) takeover of New Gold (NGD), we've also seen news that Probe Gold (TSX: PRB) (OTCQB: PROBF) is being acquired by Fresnillo Plc. (FRES.L) (FNLPF).   Dave highlights why he feels that the takeover premium for Probe is on the low side at US$56 per ounce of gold in the ground, and that he and his subscribers are waiting to see if Probe gets a counter-offer from a larger producer like Agnico Eagle or Kinross Gold.  He goes on to highlight why a higher valued takeover offer would be good for the whole sector; with regards to what quality ounces in the ground in a top tier jurisdiction are being valued at.   Silver Tiger's Receipt Of A New Open-Pit Permit A Boon To Mexican PM Stocks - We discuss how in addition to the nice pop we saw in Silver Tiger Metals Inc. (TSXV:SLVR)(OTCQX:SLVTF) after receipt of their open-pit mining permit at El Tigre, that other Mexican companies like GoGold Resources Inc. (TSX: GGD) (OTCQX: GLGDF) and Discovery Silver Corp. (TSX: DSV) (OTCQX: DSVSF) also moved higher in reaction to this permitting milestone achieved.     Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.    For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Vizsla Silver just released its Feasibility Study for the Panuco Project (Nov 12). Mike Konnert, President & CEO of Vizsla Silver (TSX:VZLA, NYSE:VZLA),  walks through the headline economics, funding, growth runway, and permitting path. Feasibility Results: After-tax NPV US$1.8B, IRR 111%, AISC ~US$10.61/oz, and payback in ~7 months. Driven by low upfront capital and strong margins. Capital & Funding: Capex US$238M (net ~US$173M). Fully funded with US$200M cash, US$220M Macquarie facility, and ~US$40M in equities. Mine Plan & Upside: Only 12.8Mt of the ~25Mt global resource used in reserves. Large potential for conversion and expansion near Napoleon, Copala, and La Luisa. District Growth: Ongoing drilling with four rigs targeting Animas, Santa Fe, and additional veins for long-term expansion. Sensitivity & Strength: Even at US$17 Ag and US$1,550 Au, NPV US$460M, IRR 42%. Permitting & Build: Fully engineered, test mining underway, and permits expected mid-2026. Ready to build once granted. Valuation & Outlook: Trading near 0.5× NAV with potential re-rating as it advances to production. Targeting 50Moz AgEq/yr within 10 years. If you have any follow up questions for Mike please email me at Fleck@kereport.com.   Vizsla Silver will be hosting a webcast to discuss the Panuco Project Feasibility Study at 10:00 am PT (1:00 pm ET) on November 24th.  To register, please click here   ---------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Suro Capital's (SSSS) Evan Schlossman says his firm invested into OpenAI before its valuation hit $200 billion. The company is now worth more than $1 trillion. He says the ChatGPT parent company's goals of "driving global ambitions" in A.I. make it a worthwhile investment. Evan stacks OpenAI against peers in the A.I. trade and weighs if its models stack up to competition. He later examines the broader A.I. trade through infrastructure in CoreWeave (CRWV) and nuclear power in Oklo Inc. (OKLO).======== 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

Valuations for many stocks in the S&P 500 are at sky high levels, and for many of these companies, the math on the growth projections simply doesn't add up, which historically has been catastrophic for investors when the music stops playing. Welcome to Retire with Ashley, your guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and today, I am joined by Kevin Caron, senior portfolio manager and co-founder at Washington Crossing Advisors.  Here's is today's interview segment with Kevin Caron…

Market jitters over A.I. valuations persist. ‘Big Short' investor Michael Burry says hyper-scalers are overstating their earnings while Japan's Softbank sees its share price plunge following the sale of its stake in Nvidia. The company has pledged to double down on its OpenAI investment. Germany's Infineon hikes the FY forecast for its A.I. data centre revenue despite Q4 earnings coming in below expectations. CFO Sven Schneider is confident the A.I. boom will continue to drive the company's success. And in UK politics, a briefing war is raging with reports and counter-reports of a Labour leadership contest to oust Prime Minister Sir Keir Starmer just a fortnight before his Chancellor's high-stakes budget.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Join Jaeden and Jamie as they explore the meteoric rise of Lovable, an AI coding startup that's transforming the tech landscape. Discover how Lovable is empowering entrepreneurs with innovative tools, the challenges of security in AI development, and the exciting future of app creation. Our Skool Community: https://www.skool.com/aihustleGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The future of appraisal just got a whole lot faster. In this episode, Hal sits down with Reggora CEO Brian Zitin to unpack one of the biggest tech stories in valuation: the push toward a true 24-hour appraisal workflow. They dig into how it works, what it means for appraisers in the field, why some folks are skeptical, and how this shift could reshape the profession over the next few years.At The Appraisal Buzzcast, we host weekly episodes with leaders and experts in the appraisal industry about current events and relevant topics in our field. Subscribe and turn on notifications to catch our episode premieres every Wednesday! You can find the video version of this podcast at http://www.youtube.com/@TheAppraisalBuzzcast or head to https://appraisalbuzz.com for our breaking news and written articles.

PREVIEW. AI in the Marketplace. Elizabeth Peek examines AI in the marketplace regarding the spectacular rise of stocks and related "bubble talk." While the core story is intact, valuation issues persist. AI dominates conversations about productivity and hiring. C-suite candidates must be conversant with AI to be considered for jobs. 1954

Why estate planning and business succession fail most often has nothing to do with legal documents. It comes down to communication, valuation, and timing. In this episode of Behind The Numbers With Dave Bookbinder, we explore the intersection of estate planning, business succession, and valuation with private client attorney Brian Balduzzi. Brian explains why estate planning is not just for the ultra-wealthy. Every business owner needs core documents in place to protect their family and business: wills, medical and financial powers of attorney, and a plan for what happens to their company. We dig into: How business valuation fits into estate and succession planning When to assemble the right advisor team and who should be at the table The dangers of ignoring valuation for illiquid assets Why failing to communicate plans derails succession efforts How gifting strategies, charitable giving, and legacy intentions shape outcomes Brian also touches on the emotional and human aspects of planning: chosen family considerations, stewardship of wealth, and why planning during life often creates better results than leaving everything to be sorted out later. If you're a business owner, this conversation offers practical steps to start protecting your company and your family today. #EstatePlanning #ProtectYourAssets #FuturePlanning #TaxStrategy #BusinessValuation #FamilyWealth #LifeGoals #LegacyPlanning ----more---- About Our Guest: Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA (he/him) is an attorney in the Private Client Group at Faegre Drinker in its Philadelphia, Princeton, and New York offices. Brian specializes in sophisticated estate and wealth transfer planning, helping families prepare for transitions, exits and succession. He also advises clients on estate and gift tax exemption strategies, charitable planning, prenuptial planning, estate and trust administration, and fiduciary litigation. Brian is a tax, business law, estate planning, accounting and finance adjunct professor. His scholarship has been featured in multiple regional and national trusts and estates and legal publications. In 2019, Brian was one of four Trusts and Estates attorneys selected as an ABA Real Property Trusts & Estate (ABA RPTE) Fellow, and, in 2021, as an American College of Trust and Estate Counsel Young Leader Fellow. For the ABA RPTE Section, he serves as the Chair of the IRA Plans & Distributions Committee, Chair of the Financial Planning and Risk Management Committee, Vice Chair of the DEI Committee, Member of the Trust and Estate Books Editorial Board and Council Member. Brian is also an active member of the Philadelphia Estate Planning Council on multiple committees and speaker as part of their Roundtable program. He has previously been honored as a Pennsylvania City and State Forty Under 40, Al DIA 40 Under Forty, Rainbow Revolutionary Distinguished Alumni, Philadelphia KEEPER, American Bar Association Top Forty Lawyers – On the Rise, and Boston University School of Law Young Alumni Chair Awardee. Brian holds his JD/Tax LL.M. from Boston University School of Law and his MBA with a Minor in Real Estate from Cornell University. He is licensed to practice law in PA, NJ, NY, FL, and MA, and he is in the process of waiving into the South Dakota bar.  Links: Brian M. Balduzzi | Professionals | Faegre Drinker Biddle & Reath LLP Estate Planning Lessons From the Oracle of Omaha | Law.com Planning Suggestions for the Impact of OBBBA on Estate and Tax Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLP Sales of Qualified Small Business Stock (QSBS), ‘Stacking' and Other Structures for Advanced Estate Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLP      About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

Marta Norton says there “isn't a lot of room for good news to move to the upside” with the market around highs, but there's a lot of room for bad or middling news to drag the market lower. She looks at current market volatility and argues that while valuations are stretched, they're not in a bubble yet. She discusses how to watch for “bottlenecks” in the AI sector and the market overall.======== 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

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Sean Mooney, Doug McCormick, and Lloyd Metz dissect the gap between textbook valuation methods and what actually happens when private equity firms decide what to pay for a business. They compare DCF models to LBO models, debate the usefulness of terminal value assumptions, and explain why market-based approaches trump theoretical frameworks. The conversation reveals how deal psychology, credit availability, and real-world capital structures shape valuation decisions far more than any spreadsheet ever could.For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/For information on HCI Equity Partners, go to https://www.hciequity.comFor information on ICV Partners, go to https://www.icvpartners.comFor information on BluWave, go to https://www.bluwave.net

Valuations for many stocks in the S&P 500 are at sky high levels, and for many of these companies, the math on the growth projections simply doesn't add up, which historically has been catastrophic for investors when the music stops playing. Welcome to Retire with Ashley, your guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and today, I am joined by Kevin Caron, senior portfolio manager and co-founder at Washington Crossing Advisors.  Here's is today's interview segment with Kevin Caron…  

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Today we ponder the fate of Sonder, a Canadian-founded company that appears to be near its end. A homegrown tech company is proving, beyond a reasonable doubt, that AI can do a lot more in the courtroom than make up legal cases.

Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this “Rocket of a Stock Market.” From AI euphoria and sector rotation to passive indexing risks and the Fed's impact on valuations, we dig into what's really happening under the surface. 0:18 - INTRO 2:50 - The Rocket of a Stock Market 5:37 - Market Volatility & Opportunity in AI I7:14 - Interning During the Crash of '87 8:21 - Forward Earnings Expectations 9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples 11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure? 13:26 - Market Cap Concentration Concerns 16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI? 17:50 - Tracking Investor Sentiment (Bullish Sentiment chart) 20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart) 23:03 - When S&P is Within 5% of ATH... (chart) 24:30 - Most-shorted Baskets (chart) - showing what speculators are buying 27:30 - Mag 7 daily & Weekly (chart) 31:35 - What Technicals Tell Us about Managing Risk 33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart) 36:01 - Multiples that make no sense - Palantir & Tesla (chart) 36:55 - Waymo vs Tesla 39:15 - This Level of Concentration is New (chart) 41:23 - US Households are "All In" and Leveraged (chart) 42:40 - Leveraged ETF Data 43:56 - Short Term Options trading is Gambling (chart) 45:43 - % of Stocks About the 20, 50, & 200-DMA (chart) 49:18 - 6-straight months of market upside: When do you run out of buyers? 50:30 - Expectations for EOY? Bubbles don't deflate; they pop. 52:17 - 2026 will be difficult to continue strong momentum without a decent correction 52:44 - Where's the risk? 56:18 - Levered Obesity Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=42moSAfvL10&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- 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/ #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton

Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this "Rocket of a Stock Market." From AI euphoria and sector rotation to passive indexing risks and the Fed's impact on valuations, we dig into what's really happening under the surface. 0:18 - INTRO 2:50 - The Rocket of a Stock Market 5:37 - Market Volatility & Opportunity in AI I7:14 - Interning During the Crash of '87 8:21 - Forward Earnings Expectations 9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples 11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure? 13:26 - Market Cap Concentration Concerns 16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI? 17:50 - Tracking Investor Sentiment (Bullish Sentiment chart) 20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart) 23:03 - When S&P is Within 5% of ATH... (chart) 24:30 - Most-shorted Baskets (chart) - showing what speculators are buying 27:30 - Mag 7 daily & Weekly (chart) 31:35 - What Technicals Tell Us about Managing Risk 33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart) 36:01 - Multiples that make no sense - Palantir & Tesla (chart) 36:55 - Waymo vs Tesla 39:15 - This Level of Concentration is New (chart) 41:23 - US Households are "All In" and Leveraged (chart) 42:40 - Leveraged ETF Data 43:56 - Short Term Options trading is Gambling (chart) 45:43 - % of Stocks About the 20, 50, & 200-DMA (chart) 49:18 - 6-straight months of market upside: When do you run out of buyers? 50:30 - Expectations for EOY? Bubbles don't deflate; they pop. 52:17 - 2026 will be difficult to continue strong momentum without a decent correction 52:44 - Where's the risk? 56:18 - Levered Obesity Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- 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/ #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 - Government Shutdown and Economic Implications03:03 - Impact of EBT and SNAP on Consumers05:49 - Ledger IPO and Digital Asset Market Dynamics08:33 - Ripple's Valuation and Market Positioning11:52 - FOMO and the Rise of High-Risk Investments14:42 - Innovations in Payment Systems and Merchant Adoption37:24 - Coinbase's New Token Launch Platform44:31 - The Evolution of Custody in Crypto51:01 - Hedge Funds and the Crypto Conflation56:25 - DeFi Exploits and the Complexity of Trust01:01:21 - AI Investments and Public-Private PartnershipsIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://x.com/LukeGromen/status/1986203411331568041https://www.theblock.co/post/378115/ledger-considering-new-york-ipo-or-fundraise-as-demand-for-hardware-wallets-climbs-fthttps://www.reuters.com/business/more-than-half-hedge-funds-invested-crypto-global-survey-says-2025-11-06https://x.com/Balancer/status/1986104426667401241https://www.cnbc.com/2025/11/05/ripple-gets-40-billion-valuation-after-500-million-funding-round.htmlhttps://techcrunch.com/2025/11/06/why-benchmark-made-a-rare-crypto-bet-on-trading-app-fomo-with-17m-series-a/https://www.theblock.co/post/377876/arx-research-raises-6-1-million-usd-seed-round-launch-burner-terminal-stablecoin-fiat-point-of-sale-devicehttps://x.com/KobeissiLetter/status/1987886039847882961?s=20https://www.nbcnews.com/politics/congress/senators-reach-tentative-deal-end-government-shutdown-rcna242401https://x.com/zerohedge/status/1987876356345024775https://x.com/Square/status/1987886908480033186?s=20Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/

Victor Dergunov shares why valuations matter more than ever, and how he's positioning The Financial Prophet portfolio (0:35). Palantir's evolution - shorting the stock despite long-term optimism (09:30). AI market dynamics, sector froth (19:45). Two top holdings, AMD & Tesla and why Tesla remains such a misunderstood stock (23:40). Market catalysts from Fed policy to fiscal trends (30:10). Risk management, AI opportunities (35:30).Show Notes:Victor Dergunov Talks Amazing AI Run, Rolling Corrections, EV Space And GoldThe Correction Is Just Getting StartedCompelling Buys, Stellar Tech Moves With The Financial ProphetEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Valuations for many stocks in the S&P 500 are at sky high levels, and for many of these companies, the math on the growth projections simply doesn't add up, which historically has been catastrophic for investors when the music stops playing. Welcome to Retire with Ashley, your guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and today, I am joined by Kevin Caron, senior portfolio manager and co-founder at Washington Crossing Advisors.  He published a piece on his website back on September 9, 2025, called the Illusion of perpetual growth, and that was really the catalyst for this discussion today. I wanted to have him on to talk more about what the market is assuming today about the growth trajectory of stocks, and what that means for investors.  Kevin - welcome to the podcast! It's an honor to have you here! 

The Information reporter Sri Muppidi joins TITV Host Akash Pasricha to analyze Anthropic's revenue projections relative to OpenAI. ShopMy Founder & CEO Harry Rein discusses the creator e-commerce company's new funding at a $1.5 billion valuation and its explosive growth. Seneca Founder & CEO Stuart Landesberg explains the company's autonomous drone system using AI to cut wildfire response times to under ten minutes. We also hear from AWS Director of Technology, Shaown Nandi on the challenges and solutions for scaling AI agents in the enterprise, covering cost management, identity, and security. Lastly, The Information's Jemima McEvoy discusses the rise of James Bond-style red teaming consultants at data centers.Articles discussed on this episode:https://www.theinformation.com/articles/anthropic-projects-cost-advantage-openaihttps://www.theinformation.com/articles/data-centers-want-james-bond-style-security-consultantsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

This week in the markets: strong earnings offset valuation concerns; the US government re-opens for business; while here in the UK, jobs and GDP data set the scene for the Bank’s next rate-setting meeting. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Mmotion is a new friendship app that combines elements of location sharing with social discovery features to find nearby users with shared interests. Also, Scribe Optimize is the startup's next major offering to help organizations identify where AI will be most useful. Learn more about your ad choices. Visit podcastchoices.com/adchoices

SHOW 11-7-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR THE SHOW BEGINS IN THE DOUBTS ABOUT THE MUCH DEBATED AI VALUATIONS. FIRST HOUR 9-915 California Politics and West Coast Issues. Jeff Bliss reports on California Governor Gavin Newsom's successful Proposition 50 to reshape congressional districts, a move linked to increasing Newsom's presidential visibility. Newsom's public persona is increasingly marked by anger and profanity aimed at political opponents. Other issues include Las Vegas resorts reconsidering "nickel-and-diming" practices, ongoing regulatory hurdles delaying rebuilding in Maui, and routine fires in LA's growing homeless encampments. 915-930 Canadian Politics, US Trade Relations, and Energy Pipeline Development. Conrad Black discusses a domestic Canadian political misunderstanding involving Prime Minister Mark Carney and Premier Doug Ford over an anti-tariff ad that annoyed President Trump. The focus shifts to Canadian energy policy, noting the need for new pipelines to move oil from Alberta east, west, and south. Carney's government has tentatively agreed to approve a second pipeline to northern British Columbia, which would more than double the daily oil shipment capacity to the west. 930-945 Supreme Court Arguments on Presidential Tariff Authority and NYC Mayor-Elect. Professor Richard Epstein analyzes Supreme Court arguments regarding the President's expansive use of a 1977 law to impose tariffs, predicting a likely 7-2 ruling against the administration. Epstein argues that viewing successful worldwide trade as an "emergency" is intellectually flawed and an abuse of executive discretion. Separately, he expresses concern that New York City Mayor-elect Zohran Mamdani, a self-proclaimed socialist lacking administrative experience, risks impoverishing the city by ignoring competitive federalism. 945-1000 Supreme Court Arguments on Presidential Tariff Authority and NYC Mayor-Elect. Professor Richard Epstein analyzes Supreme Court arguments regarding the President's expansive use of a 1977 law to impose tariffs, predicting a likely 7-2 ruling against the administration. Epstein argues that viewing successful worldwide trade as an "emergency" is intellectually flawed and an abuse of executive discretion. Separately, he expresses concern that New York City Mayor-elect Zohran Mamdani, a self-proclaimed socialist lacking administrative experience, risks impoverishing the city by ignoring competitive federalism. SECOND HOUR 10-1015 Economic Slowdown and Election Observations in Indiana and Pennsylvania. Jim McTague identifies signs of an economic slowdown affecting people beyond the lowest economic rung. Restaurant business in Indiana is down 3 to 5%, and expensive home renovations have "dried up." Costco shoppers are exhibiting extreme caution, buying essentials with little impulse spending. In Lancaster County, Pennsylvania, a large turnout resulted in Democratic victories, suggesting voter reaction against local Republicans perceived as "Trumpists." Anticipated layoffs at Amazon and Walmart are expected to impact local employment. 1015-1030 Italian Defense Strategy and the Geopolitical Situation. Lorenzo Fiori discusses Italy's defense buildup using EU loan deals to acquire new armored vehicles from Germany's Rheinmetall through a joint venture with Leonardo. This modernization is crucial as Italy is strategically situated near the Ukrainian conflict and faces risks from troubled North African countries, particularly potential Russian influence in Libya. Although the military is needed for disaster relief, public opinion often remains against increasing defense expenditures. 1030-1045 Spacefaring News: NASA, SpaceX Records, and Global Space Issues. Bob Zimmerman reports on the renomination of Jared Isaacman as NASA administrator following a previous withdrawal. SpaceX is setting new launch records, aiming for close to 180 launches this year, though an FAA launch curfew might jeopardize this prediction. Other topics include Boeing avoiding criminal charges regarding the 737 Max crashes, opposition to the EU Space Act, Starlab's commercial space station development, and China's stranded crew due to space debris damage to their Shenzhou capsule. 1045-1100 Spacefaring News: NASA, SpaceX Records, and Global Space Issues. Bob Zimmerman reports on the renomination of Jared Isaacman as NASA administrator following a previous withdrawal. SpaceX is setting new launch records, aiming for close to 180 launches this year, though an FAA launch curfew might jeopardize this prediction. Other topics include Boeing avoiding criminal charges regarding the 737 Max crashes, opposition to the EU Space Act, Starlab's commercial space station development, and China's stranded crew due to space debris damage to their Shenzhou capsule. THIRD HOUR 1100-1115 Augustine's Response to the Sack of Rome and Theological Battles. Professor Katherine Conybeare discusses Augustine, the African, and his response to the 410 AD sacking of Rome, which motivated him to write The City of God. The work defends Christianity by arguing Rome was always vulnerable. The source also covers the "rigged" Council of Carthage against the Donatists, Augustine's role in developing the just war theory, and his debate against Pelagianism, which led to the formulation of original sin, transmitted through sexual intercourse. 1115-1130 1130-1145 1145-1200 FOURTH HOUR 12-1215 Nuclear Proliferation Concerns Regarding Small Modular Reactors and Weapons Testing. Henry Sokolski raises proliferation concerns about Small Modular Reactors (SMRs) using High-Assay Low-Enriched Uranium (HALEU) fuel (20% enriched). Declassified cables from 1954 and 1977 suggested that uranium above 10% requires special concern, demanding a review before SMRs are exported. Sokolski also clarifies that US maintenance of its nuclear arsenal relies on non-critical tests and simulations, not full-yield explosions, though adversaries may be conducting critical tests. 1215-1230 Nuclear Proliferation Concerns Regarding Small Modular Reactors and Weapons Testing. Henry Sokolski raises proliferation concerns about Small Modular Reactors (SMRs) using High-Assay Low-Enriched Uranium (HALEU) fuel (20% enriched). Declassified cables from 1954 and 1977 suggested that uranium above 10% requires special concern, demanding a review before SMRs are exported. Sokolski also clarifies that US maintenance of its nuclear arsenal relies on non-critical tests and simulations, not full-yield explosions, though adversaries may be conducting critical tests. 1230-1245 The Trillion-Dollar Space Race: Musk (Hare) vs. Bezos (Tortoise). Richard Smith compares the space race between Elon Musk's SpaceX ("the hare") and Jeff Bezos's Blue Origin ("the tortoise"). Blue Origin operates under the cautious motto Gradatim Ferociter, funded by Bezos's personal wealth, aiming to move heavy industry off Earth. SpaceX is driven by Musk's "existential" goal to make humanity interplanetary, operating with urgency. SpaceX ensures independence by funding its ambitious projects, including Starship, through the revenue generated by Starlink. 1245-100 AM The Trillion-Dollar Space Race: Musk (Hare) vs. Bezos (Tortoise). Richard Smith compares the space race between Elon Musk's SpaceX ("the hare") and Jeff Bezos's Blue Origin ("the tortoise"). Blue Origin operates under the cautious motto Gradatim Ferociter, funded by Bezos's personal wealth, aiming to move heavy industry off Earth. SpaceX is driven by Musk's "existential" goal to make humanity interplanetary, operating with urgency. SpaceX ensures independence by funding its ambitious projects, including Starship, through the revenue generated by Starlink.

Guest: Tim Koller, Partner at McKinsey & Company and Co-Author of Valuation: Measuring and Managing the Value of Companies For over three decades, Valuation has been the definitive guide to corporate value creation. Called “the best practitioners' guide to valuation” by the Financial Times and one of “the most influential contemporary books about the world economy” by The Economist, the book has sold over one million copies worldwide. Now in its 8th edition, Tim Koller and his co-authors bring fresh insights on AI, sustainability, digital transformation, and geopolitics—helping business leaders sharpen their decision-making and balance long-term value creation with the pressures of today's markets. In this episode, Tim shares: Why short-term earnings obsession remains the biggest misconception in corporate strategy How AI can help identify groupthink and bias in real time The real impact of tariffs and geopolitics on company valuations How leaders can balance shareholder value with stakeholder needs Why sustainability priorities should be tailored to the unique risks of each industry Lessons from Warren Buffett and contrarian thinkers who resisted market hype What has—and hasn't—changed about being a great CEO since 1990 Tim also reflects on 35 years of writing Valuation, explaining why timeless principles of growth, innovation, and long-term orientation matter more than ever in both stable and volatile times. About the Guest Tim Koller is a partner at McKinsey's Denver office and founder of McKinsey's Strategy and Corporate Finance Insights team. With more than 40 years of consulting experience, he has helped countless executives, boards, and investors navigate complex financial and strategic decisions. Resources & Links

Carl Quintanilla and Scott Wapner drilled down on the tech sector extending Thursday's sell-off: Big tech stocks in the AI trade adding to losses on jitters about valuations. Hundreds of flights have been canceled after the Federal Aviation Administration reduced commercial air traffic due to the government shutdown. Tesla shareholders approved CEO Elon Musk's $1 trillion pay package. Veteran analyst Gene Munster offered his take on what's ahead for Musk, the EV maker and its stock. Affirm CEO Max Levchin joined the program to discuss the "buy now, pay later" fintech's earnings that lifted the stock. Also in focus: Bitcoin and crypto weakness, travel and restaurant stock moves, President Trump acknowledges Americans "might be paying something" for tariffs. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ripple's future and the state of crypto with CEO Brad Garlinghouse. Ripple CEO Brad Garlinghouse joins CoinDesk's Jennifer Sanasie and Andy Baehr at Ripple Swell to discuss the firm's massive $500 million investment from financial leaders like Citadel and Fortress, signaling a major shift as traditional finance "leans in." He explains how recent US legislative clarity is fundamentally changing the regulatory conversation and easing the industry's years-long struggle. Plus, he details Ripple's growth strategy, including the acquisition of Ripple Prime, and offers his outlook on the future of crypto investing. - This episode was hosted by Jennifer Sanasie and Andy Baehr.

In this episode, Joseph James Calvanico, MAI, FRICS, President of J2C Valuation, discusses valuation trends, shifting market dynamics, and the balance between data and judgment in determining value. He also shares insights into the impact of AI, trade relations, and emerging sectors like healthcare and cannabis on the valuation landscape.

OpenAI: reportedly losing $12 billion a quarter.

Skyhigh valuations finally weighing on stocks as investors roll out of the risk-on trade. The details behind the drop in Palantir, the crypto trade, and if there's more pain to come. Plus a lot of technical jargon to know, and Katie Stockton is closing the gap on some of the lingo. What you need to know about technical analysis, and the names she's watching.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.