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Cross-border EU banking deals reached their highest level since the 2008 financial crisis, and regulation reversals are hitting global electric-vehicle makers. Plus, soaring gold prices are affecting insurance coverage for precious metals storage, and how to make sense of recent AI-induced selloffs on Wall Street.Mentioned in this podcast:EU cross-border banking deals jump to highest since 2008 crisisEnd of EV euphoria triggers $65bn hit for carmakersSoaring gold price forces vaults to reduce insurance coverWall Street hunts next casualty from AI threat to white-collar workWall Street's anything-but-tech trade shakes up US stock marketCredit: White HouseNote: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted by Victoria Craig, and produced by Sonja Hutson. Our show was mixed by Alex Higgins. Additional help from Peter Barber. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Margot Robbie is an Academy Award-nominated actress whose career has included standout performances in The Wolf of Wall Street, Suicide Squad, I, Tonya, and more recently Barbie and Wuthering Heights. In this conversation from January 2019, Robbie sits down with Willie Geist to discuss taking on the role of Queen Elizabeth I in Mary Queen of Scots and why she initially hesitated before saying yes to the role. Plus, she reflects on producing her own work and uniting women in Hollywood. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
John Chang unpacks massive downward revisions to U.S. job growth and what they signal for commercial real estate. He explains how nearly 900,000 jobs were wiped out through revisions, why government data models are struggling in a post-pandemic economy, and how policy uncertainty and tariffs are weighing on hiring. John also addresses the recent AI-driven Wall Street selloff in brokerage stocks, arguing that fears of automation disrupting CRE brokerage and office demand are overstated. Throughout, he connects labor trends, wage growth, healthcare hiring, and consumer sentiment directly to property performance across sectors. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit www.tribevestisc.com for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
Ryan D. Lee is the founder of Wealth Outside Wall Street and co-creator of the Passive Income Machine. After watching his 401k get crushed in the 2008 market crash, Ryan walked away from traditional investing and built financial freedom in under 10 years using alternative assets—primarily turnkey single-family real estate. Through Money Mastery, Ryan has helped thousands of everyday investors place over 3,000 rental homes and create predictable cash flow. In this episode, Ryan breaks down how he transitioned from a six-figure corporate career to owning his time—and how you can start building wealth outside Wall Street today. On this episode we talk about: Why Ryan left Wall Street after the 2008 crash and started investing in alternative assets How turnkey real estate works and why Ryan prefers single-family homes The difference between making money and keeping money—and why most people get it wrong How to evaluate real estate deals using cash-on-cash returns Why inflation and taxes can either destroy your wealth or help build it Top 3 Takeaways It's not what you make—it's what you keep and how you turn it into passive income that buys your time back. Turnkey real estate allows you to own cash-flowing assets without becoming a landlord or property manager. Financial freedom comes from raising your financial intelligence and putting inflation and taxes to work for you—not against you. Notable Quotes “Money is really just a tool to give people more options in their life.” “I want my life to be exciting—but I want my money to be boring.” “If you take control of your money and raise your financial intelligence, financial freedom in 10 years or less becomes possible.” Connect with Ryan D. Lee: LinkedIn: https://www.linkedin.com/in/ryan-d-lee-31838b304/ Website: https://ryandlee.com/ Instagram: https://www.instagram.com/theryandlee Book: https://retirein10years.com/book Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency. Capture leads, nurture them, and close more deals—all from one powerful platform. Get an extended free trial at gohighlevel.com/travis Learn more about your ad choices. Visit megaphone.fm/adchoices
On l'a surnommée "La Louve de Wall Street".Virginie Morgon a passé 17 ans chez Lazard, la banque d'affaires qui conseille les plus grands patrons du monde.Elle a défendu Danone contre l'OPA hostile de PepsiCo, accompagné les privatisations de France Télécom et Renault, et orchestré les deals les plus complexes pour des géants comme Air Liquide ou L'Oréal.Virginie rejoint ensuite Eurazeo pendant 15 ans, qu'elle incarne et transforme en profondeur avant de subir son départ en septembre 2023.Six mois plus tard, elle se lance dans l'entrepreneuriat et fonde Ardabelle, un fonds qui investit 150 millions d'euros dans des entreprises qui relocalisent leur production en Europe et réduisent leur impact sur l'environnement.Dans cet épisode, Virginie nous fait voyager dans ses années de financière et déconstruit mille et une idées reçues :Les coulisses de Lazard : "un zoo dont toutes les portes sont ouvertes"Comment se défendre contre une OPA hostileSes 3 piliers pour la souveraineté européenneComment structurer une opération à partir d'une feuille blancheUn épisode crucial pour comprendre les mécanismes de la finance à grande échelle.Vous pouvez contacter Virginie sur LinkedIn.TIMELINE:00:00:00 : Le paradoxe asiatique du slow moving avec des ambitions fortes00:14:44 : Mettre ses compétences professionnelles au service de ses convictions00:31:03 : Les 3 piliers de Virginie pour une stratégie qui fonctionne00:43:55 : Hyper-spécialisation, une nécessité technologique00:56:23 : La vérité derrière les OPA hostiles01:07:21 : La stratégie de Moncler pour construire une marque forte01:27:34 : La bourse, le poison des dirigeants01:36:03 : Faire sa place dans un monde masculin et misogyne01:45:15 : La finance a besoin de créativité02:01:35 : Financer la souveraineté européenne02:19:37 : Le grand défi de l'entrepreneuriat français02:32:44 : La philosophie derrière le fonds ArdabelleLes anciens épisodes de GDIY mentionnés : #489 - Emmanuel Faber - Danone, ISSB - Sauver la planète : pourquoi l'industrie est le problème et la solution#515 - Pierre de Villiers - Ancien Chef d'État-major des Armées - “Nous ne sommes pas prêts pour la guerre”#461 - Sébastien Bazin - PDG du groupe Accor - Diriger un groupe coté en bourse sans ordinateur#506 - Matthieu Ricard - Moine bouddhiste - Se libérer du chaos extérieur sans se couper du monde#132 Pierre Kosciusko-Morizet - PriceMinister… - Arrêter de vouloir être le premierNous avons parlé de :Women's Forum for the economy and societyHuman Rights WatchLe discours de Trump à Davos 2025La prise de parole de Justin Trudeau à Davos 2025L'État actionnaire de Renault, de la nationalisation au désengagement progressifLes recommandations de lecture :Kiss the Ground, par Josh TickellUn grand MERCI à nos sponsors : Squarespace : https://squarespace.com/doitQonto: https://qonto.com/r/2i7tk9 Brevo: brevo.com/doit eToro: https://bit.ly/3GTSh0k Payfit: payfit.com Club Med : clubmed.frCuure : https://cuure.com/product-onely (réduction en cours avec le code MSTEFANI)Vous souhaitez sponsoriser Génération Do It Yourself ou nous proposer un partenariat ?Contactez mon label Orso Media via ce formulaire.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Pour écouter l'épisode en entier, tapez "#523 - Virginie Morgon - Ardabelle Capital - La louve de Wall Street qui veut reconstruire l'Europe" sur votre plateforme d'écoute.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
Wall Street closed the week slightly higher, with the S&P 500 edging up as cooler US inflation offset weakness in tech. Treasury yields fell after the CPI reading kept hopes for Fed rate cuts alive, while Coinbase rebounded as Bitcoin surged to US$69,000. Elsewhere, European shares edged lower amid renewed concerns around AI valuations. In commodities, oil settled higher on optimism around the US inflation outlook, gold jumped more than 2% on rate-cut hopes, while iron ore slipped ahead of a holiday in China. Back home, Aussie shares are set to open higher ahead of a bumper week of earnings. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Markets surge on strong jobs data, then tumble a day later as tech guidance, AI fears, and CPI expectations shake investors. The PBD Podcast breaks down volatility, VIX signals, long-term equity strategy, and why some are betting big on nuclear energy and AI power demand.
On this episode of The CJ Moneyway Show — powered by CJ Moneyway Entertainment and Bleav Network — CJ sits down with Dr. Rachel Laryea, a powerhouse at the intersection of finance, culture, and social impact. She's a Yale-trained double-PhD, former Goldman Sachs analyst, current JPMorgan researcher, and the founder of Kelewele, a cultural lifestyle brand that honors West African heritage and values. She's also the author of the forthcoming book Black Capitalists: A Blueprint for What Is Possible, where she challenges outdated economic narratives and invites a new model of intergenerational wealth for Black communities. In this thought-provoking conversation, we dive into: Why reimagining capitalism matters in 2026 and beyond The tension between thriving in systems vs. transforming them Lessons from Wall Street and anthropology for entrepreneurs of color How to build wealth while staying rooted in cultural values What it means to reshape ownership for the next generation This is more than a conversation — it's a framework for how to align legacy, leadership, and liberation. Guest Resources Book – Black Capitalists: A Blueprint for What Is Possible Penguin Random House Buy on Amazon Official Website rachellaryea.com LinkedIn Dr. Rachel Laryea on LinkedIn Listen + Subscribe Apple Podcasts Spotify YouTube Rate + Review the Show Powered by: CJ Moneyway Entertainment GI: The States Capital Planting Seeds with CJ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of The Wrap, Chris Whalen argues that the AI narrative is stalling and we're witnessing a sustained rotation from tech, AI, and crypto into safer, income-generating stocks. Chris points out that JPMorgan — arguably the best-run bank in America — has fallen from the top of his rankings to 87th place in just six months, a dramatic shift showing managers are rotating into smaller cap names. He describes this as a "manic, momentum-driven market" where the extraordinary gains of 2025 are now being given back. Chris is skeptical of both the AI and crypto narratives, calling them "driven by Wall Street hype," and notes that crypto is suffering specifically because the AI story has broken down. For 2026, he advises looking for safety and income rather than growth, remains long gold and silver despite volatility, and cautions that "this year is going to be a much more difficult year" for most sectors. On housing and the Fed, Chris lays out what Kevin Warsh and Scott Besant must do: swap the Fed's $2 trillion MBS portfolio to Treasury, restructure low-coupon securities into CMOs, and bury them in insurance company balance sheets to unlock the housing market.Links: The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ Inflated book (2nd edition): https://www.barnesandnoble.com/w/inflated-r-christopher-whalen/1146303673Twitter/X: https://twitter.com/rcwhalen Website: https://www.rcwhalen.com/ Timestamps:0:00 Welcome and intro 01:00 AI narrative stalling, tech's worst week since November 1:59 Is this a healthy correction or something bigger? 4:58 JPMorgan now ranks 87th — what does that tell you? 6:36 Small caps rule right now — managers rotating to safety 7:30 What does it mean if managers won't own the best bank in America?8:30 The link between crypto and AI 11:32 Chris is skeptical of both AI and crypto narratives 11:57 What's the next legitimate growth story for the US? 13:15 All that trapped private equity capital in tech 14:55 Fannie and Freddie earnings — but where's the growth? 17:00 What Warsh and Bessent need to do to fix housing 19:00 Should the Fed engage in fiscal issues? 21:54 The Fed's real mandate — keeping the Treasury market open 23:00 What should Warsh do with the MBS on the balance sheet? 24:58 Why we haven't seen a typical crash cycle 26:17 What's the trade for 2026? Safety and income 28:08 PennyMac's mistake — buying Cenlar 31:58 Viewer mail34:39 Gold and silver portfolio — lots of opportunity despite volatility35:00 Closing
On this week's Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street had it's worst week since November on a tech selloff even as new federal data showed lower than expected inflation and better than expected jobs growth; despite tensions with Washington, Ottawa put a down payment on the next 14 F-35 Lightning II fighters on top of the 16 jets on order as Prime Minister Mark Carney seeks alternative options; as the Munich Security Conference convenes French President Emmanuel Macron calls for Europe to become more globally competitive, British Prime Minister Sir Kier Starmer seeks a multinational defense initiative with Europe and German Chancellor Friedrich Merz explores joining France's nuclear deterrent; Macron works to savage the Franco-German SCAF program by convincing Dassault to be more accommodating as Germany's aerospace industries association BDLI hopes two versions of a common SCAF can be built — one for Germany, the other for France; importance of defending commercial airports from drones; India's HAL out of the fighter business save for the Light Combat Aircraft; and takeaways from Saudi Arabia's World Defense Show.
Software stocks were once Wall Street's favorite trade. Investors loved the high margins, recurring revenue, and sticky users. But now they're getting crushed, and AI is at the center of the panic. In this deep dive, we break down why SaaS became one of the best business models ever created, what's driving the recent selloff, whether AI agents and “vibe coding” actually threaten traditional software, and if this is a massive overreaction or a permanent repricing.Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out the Public app for incredible investing tools and to support the show (LINK)
U.S. stocks closed out the week under pressure as investors reacted to softer inflation data and renewed uncertainty around artificial intelligence. Earnings delivered sharp winners and losers, while rate-cut expectations shifted again.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
In Part 3 of Episode 278 of the Mike Drop podcast, host Mike Ritland continues his in-depth conversation with podcaster Julian Dorey. The discussion explores handling false claims from guests, the value of constructive criticism from comments, the vulnerability of independent media to psyops and influence operations, the Ashton Forbes MH370 controversy and lessons from public drama, Epstein's likely intelligence ties (with strong speculation on Mossad connections via the Maxwells), why the full client list will never surface, Wall Street realities versus myths, insider trading concerns among government officials, crypto's future institutionalization, and broader reflections on media responsibility and personal growth. Learn more about your ad choices. Visit podcastchoices.com/adchoices
This week, we discuss Wall Street's software-stock sell-off and a viral essay on X about the potential for widespread job displacement from A.I. Then, the New York Times reporter Alexandra Alter walks us through the process that a growing number of writers are adopting to churn out romance novels with help from A.I. chatbots. Finally, we each share one bit of good tech-related news — a new way to make playlists on Spotify and progress toward decoding whale sounds. Guest:Alexandra Alter, a New York Times reporter covering books and publishing. Additional Reading:The Dark Side of A.I. Weighs on Tech StocksMatt Shumer's essay “Something Big Is Happening”The New Fabio Is ClaudeHow a New A.I. Tool Fixed My Single Biggest Problem With SpotifyHow A.I. Trained on Birds Is Surfacing Underwater Mysteries We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
We saw a rush of earnings reports this week and while results looked solid, stocks often cratered on fear of AI and disruption. We discuss our takeaways and where there may be value for investors. Then we discuss how a tiny company took a bite out of trucking and logistics stock this week, plus stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - The top earnings reports of the week. - Artificial intelligence coming for trucking stocks? - We debate: Value or falling knife? - Stocks on our radar Companies discussed: Shopify (SHOP), Workday (WDAY), Adobe (ADBE), Spotify (SPOT), Pinterest (PINS), Intuit (INTU) Cloudflare (NET), Airbnb (ABNB), Ferrari (RACE). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Patrick Bet-David, Tom Ellsworth, Adam Sosnick, and Vincent Oshana break down Pam Bondi's contentious hearing fallout, Kathryn Ruemmler's Epstein-linked resignation, Josh Hawley's clash with Keith Ellison, and Wall Street's $700B market bloodbath.-----✝️ FAITH OVER FEAR: https://bit.ly/4aM3UaiⓂ️ CONNECT ON MINNECT: https://bit.ly/4kSVkso Ⓜ️ PBD PODCAST CIRCLES: https://bit.ly/4mAWQAP
Send a textTom Hougaard and David Capablanca discuss the topic of learning through adversity for success in trading. Tom Hougaard will be in Buenos Aires, Argentina on March 23, 2026 for the Buenos Aires Trading Conference at the Alvear Palace. Tickets for the Buenos Aires Trading Conference on March 23, 2026:www.friendlybearconference.comSee you in Buenos Aires!Buenos Aires Trading ConferenceEarly Bird ticket for Friendly Bear LATAM conference in Buenos Aires on 3/23/26 ft. Tom Hougaard. Book - Short Selling MasterPreorder David Capablanca's book - Short Selling Master Friendly Bear UniversityGet Profitable & Master Your Trading - Memberships & Courses Now AvailableDavid's InstagramSubscribe for behind the scenes trading related contentDavid's X ProfileFollow David Capablanca on X!SageTraderSageTrader powers Wall Street & retail traders with ultra-low clearing fees & premium locates Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show
Go Follow TWSS on Substack In this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami discuss significant market movements such as the volatility index breaching 20, the rolling over of bank stocks, and Walmart's rise to an all-time high. They also delve into sectors affected by AI disruption, including tech, software, and semiconductors. Special guests from The Wall Street Skinny, Jen Saarbach and Kristen Kelly, join to discuss Google's issuance of a 100-year bond denominated in Sterling, the ongoing Warner Brothers acquisition saga, and the long-term impact of AI on employment and various industries. The episode concludes by examining the potential market effects of these trends and the implications for retail and institutional investors. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Michael was here in Portland for our January Masterclass… so of COURSE I had to take the opportunity to sit down with him in the podcast room.
Christopher des Fontaines, Co-CEO & Co-founder of Dfns, sat down with me for an interview at the Halborn Access 2026 Summit at the NYSE. We discussed how Dfns is helping institutions such as IBM to build digital asset and crypto infrastructure.Brought to you by
Thematic investing is increasingly shaping how investors interpret markets heading into 2026, as artificial intelligence, geopolitical fragmentation, and infrastructure constraints intersect across the global economy.Jay Jacobs, Head of U.S. Equity ETFs at BlackRock, joins Oscar to discuss why mega forces are becoming harder to ignore—and harder to diversify away from—than in past market cycles. Their conversation explores how AI investing is evolving from a growth narrative into one focused on usage intensity, how national security considerations are reshaping the definition of defense, and why physical infrastructure is emerging as a critical market constraint.Key insights include:· Why thematic investing is gaining relevance alongside sector and style frameworks· How AI usage intensity reframes the AI investment conversation· Where infrastructure and energy constraints may influence adoption timelines· How geopolitical fragmentation is expanding the definition of defense· Why overlapping mega forces may shape market outcomes into 2026Key moments in this episode:00:00 Introduction to Thematic Investing in 2026: AI and Market Forces00:40 The Rise of Thematic Investing01:43 Deep Dive into AI's Market Impact05:22 Understanding Token Consumption07:55 Evaluating AI Investments11:12 Geopolitical Fragmentation and Defense13:51 Infrastructure's Evolving Role16:42 Future of AI and Broader Implications18:38 Conclusion and Final Thoughts Thematic investing, AI investing, Capital markets, Infrastructure, Megaforces, Stock market trends, Geopolitical fragmentation, Defense spendingSources: iShares Thematic Outlook, 2026This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
It was a wild week on Wall Street as AI fears sparked selloffs in different sectors. We look through the wreckage for opportunities and highlight some names that could be “AI-proof.” Plus, why Nvidia's moat keep shrinking. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On this Freedom Friday, we wrapped up our weekly theme of “Marriage and Family” with conversations with Jill Savage as she spoke about how the Holy Spirit healed her and her husband after infidelity. Jill is an author, blogger, and intentional speaker. She is also the founder and CEO of Hearts of Home. Jill also hosts the No More Perfect podcast. She is also the author of many books, including No More Perfect Marriages: Experience the Freedom of Being Real Together. Then we had Dan Seaborn join us to discuss the nine actions needed to stay married. Dan is the Founder of Winning At Home Inc., an organization that produces media resources and hosts special events to encourage marriages and families. He has a comfortable and humorous communication style that allows him to connect easily with audiences of all ages. Through energetic and memorable presentations, Dan talks openly about family life-often sharing his own story. Then we had Shaunti Feldhan join us to discuss some stats on marriage and family. Shaunti is a best-selling author, podcaster, blogger, and popular speaker. She was formerly an analyst on Wall Street and now applies her analytical skills to uncovering eye-opening, life-changing truths about relationships at home and in the workplace. She has authored several books, including “When Hurting People Come to Church: How People of Faith Can Help Solve the Mental Health Crisis.” You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Jill Savage Interview [22:57] Daniel Seaborn Interview [42:33] Shaunti Feldhan [55:19] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.
This week, we discuss the future of SaaS, OpenAI vs. Anthropic strategies, and cloud capex. Plus, when will you let an AI book your flights? Watch the YouTube Live Recording of Episode 559 Runner-up Titles Do we get to eat Moon Pies? Some days it's just me and the AI We have a LinkedIn page The state of the world has not gotten better, it's just moved to Kubernetes Trained on the Corpse of Stack Overflow. We just have to get the files right It is all just files It's all an OODA loop Rinse and reply. Is Software dead? Your margin is my yacht. claude-travel.md Vegans have morals though Rundown DriftlessAF: Introducing Chainguard Factory 2.0 Is Software dead? Clouded Judgement 2.6.26 - Software Is Dead...Again...For Real this Time...Maybe? Anthropic's breakout moment: how Claude won business and shook markets Besieged The $285 Billion 'SaaSpocalypse' Is the Wrong Panic The "whole product" is more relevant than ever Cloud Earnings Microsoft Q2 earnings beat on top and bottom lines as cloud revenue tops $50 billion, but stock falls Microsoft stock plunges as Wall Street questions AI investments A day of reckoning for the AI boom Oracle says it plans to raise up to $50 billion in debt and equity this year Google Earnings Beat. Cloud Computing Momentum Builds Amid Spending Boom Amazon stock falls 10% on $200 billion spending forecast, earnings miss Amazon's $200 Billion Spending Plan Raises Stakes in A.I. Race [Follow the CAPEX: Cloud Table Stakes 2024 Retrospective](http://(https://platformonomics.com/2025/02/follow-the-capex-cloud-table-stakes-2024-retrospective/) Amazon Earnings, CapEx Concerns, Commodity AI Google's parent company raises billions of dollars in debt sale OpenAI Drama Amazon in Talks to Invest Up to $50 Billion in OpenAI The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice Sam Altman got exceptionally testy over Claude Super Bowl ads | TechCrunch OpenAI will reportedly start testing ads in ChatGPT today Relevant to your Interests Deploying Moltbot (Formerly Clawdbot) Apple tops Q1 earnings estimates on record-breaking iPhone sales Clouded Judgement 1.30.26 - Software is Dead...Again! Leaders, gainers, and unexpected winners in the Enterprise AI arms race All Enterprise software is dead The Dumbest Thing I've Seen This Week SpaceX acquires xAI in record-setting deal as Musk looks to unify AI and space ambitions AWS destiny: becoming the next Lumen CloudBees CEO: Why Migration Is a Mirage Costing You Millions Xcode 26.3 unlocks the power of agentic coding The world is trying to log off U.S. tech Anthropic's newest AI model uncovered 500 zero-day software flaws in testing DHH on OpenClaw Adam Jacob really likes AI code generation Cautionary Tales – The WOW Machine Stops (Part 2) Kyndryl Shares Halved Amid CFO Departure, Accounting Review Our $200M Series C / Oxide Presentations — Benedict Evans Matrix messaging gaining ground in government IT Hello Entire World · Entire Blog Former GitHub CEO raises record $60M dev tool seed round at $300M valuation From magic to malware: How OpenClaw's agent skills become an attack surface Nonsense What If the Sensors on Your Car Were Inspecting Potholes for the Government? Honda Found Out Superbowl Ad 404 Conferences DevOpsDay LA at SCALE23x, March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026, March 4th to 6th, Atlanta, GA. Use this 30% off discount code from your pals at Tanzu: DN26VMWARE30. Check out the Tanzu and Spring talks and trading cards on THE LANDING PAGE. Austin Meetup, March 10th, Open Lakehouse and AI — Listener Steve Anness speaking KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass. Devopsdays Atlanta 2026. April 21-22 VMware User Groups (VMUGs): Amsterdam (March 17-19, 2026) - Coté speaking. Minneapolis (April 7-9, 2026) Toronto (May 12-14, 2026) Dallas (June 9-11, 2026) Orlando (October 20-22, 2026) SDT News & Community Join our Slack community Email the show: questions@softwaredefinedtalk.com Free stickers: Email your address to stickers@softwaredefinedtalk.com Follow us on social media: Twitter, Threads, Mastodon, LinkedIn, BlueSky Watch us on: Twitch, YouTube, Instagram, TikTok Book offer: Use code SDT for $20 off "Digital WTF" by Coté Sponsor the show Recommendations Brandon: YouTube TV plans launch this week Matt: Send Help Steal Coté: AI, open source, talent, and more, live at cfgmgmtcamp 2026, with Andrew Clay Shafer Tapistry
CUJO is a podcast about culture in the age of platforms. Episodes drop every other week, but if you want the full experience, we recommend signing up for a paid subscription. Paid subscribers also get access to our CUJOPLEX Discord and The Weather Report, a monthly episode series where we take stock of where the cultural winds are blowing and tell you what's rained into our brains.Besides the Bad Bunny vs. Kid Rock faceoff, arguably the biggest headline to come out of Superbowl LX was the sheer volume of money being traded on prediction markets, online exchanges where anyone 18 and older can bet on event outcomes. Fans exchanged a whopping $1.5 billion on the winning team alone through prediction platforms like Kalshi and PolyMarket. But these markets aren't just limited to sports: During the game itself, more than $100 million changed hands every three minutes over which song Bad Bunny would drop first in the halftime show.John Herrman, New York Magazine tech columnist and our guest on last year's episode about the future of the internet, has been all over how prediction markets are creeping into just about every area of life. And in our 2026 culture predictions episode (with zero dollars on the line), he forecast that politics is next — bringing all the sponsorship, gamification, and corruption risks we've already seen with the rise sports betting. John joins us to discuss how, in his words, prediction markets serve as “a new way to narrativize the world.” We explore what prediction markets have in store for politics and the historical conditions that have converged to make prediction markets so popular, from young people's flatlining economic prospects to having a former casino owner as our president; why prediction market true believers see markets as the most effective way of adjudicating reality, and how the prediction market “sharp” — or whale — became an aspirational career path for young people in the 2020s, not unlike Wall Street traders in the '1980s or the influencer in the 2010s.Follow John on BlueskyRead “Screen Time” at New York Magazine's IntelligencerMore by John:“Gambling Ate Sports Media. Is Politics Next?”“What Good Are Prediction Markets If Nobody Can Agree on What Happened?” This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit theculturejournalist.substack.com/subscribe
In this episode, Adam Torres interviews Todd Poindexter, Founder & CEO of PlayLottoGlobal, about the global launch of his online lottery platform. Todd shares how PlayLottoGlobal enables individuals worldwide to participate in major lotteries through a digital platform while earning affiliate income through a QR-based system. He also discusses the company's partnership with the Cinco Foundation, which supports charitable causes worldwide through a percentage of revenue. About Todd Poindexter Todd Poindexter started on Wall Street New York in 1983 as an early stage private and public company equities stock broker. He has 35 years experience in financing businesses, specializing in Business Development and investment banking with a focus on working with early stage private and public companies. Todd has personal direct relationships, experience and knowledge in multiple Stock Exchanges including USA, Canada, Switzerland, Germany, Italy, Poland, Russia, France and Dubai. In addition to financial activities he has spent 36 years in International sales and marketing activities. During the last 30 years he has lived and worked full time in many European countries and also worked in Dubai & U.A.E since the year 2000. Living in 32 cities in 7 countries has enabled to create a true global network of personal relationships over 40 years to instantly leverage in many ways with todays communication and technology. Watch Full Episode on Youtube. --- Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
It's not just the software space that experienced profound volatility. Gold, silver and bitcoin all saw outsized moves throughout a wild week on Wall Street. Marley Kayden and Sam Vadas take investors through their top takeaways to close the trading week. ======== 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
In this episode, Adam Torres interviews Todd Poindexter, Founder & CEO of PlayLottoGlobal, about the global launch of his online lottery platform. Todd shares how PlayLottoGlobal enables individuals worldwide to participate in major lotteries through a digital platform while earning affiliate income through a QR-based system. He also discusses the company's partnership with the Cinco Foundation, which supports charitable causes worldwide through a percentage of revenue. About Todd Poindexter Todd Poindexter started on Wall Street New York in 1983 as an early stage private and public company equities stock broker. He has 35 years experience in financing businesses, specializing in Business Development and investment banking with a focus on working with early stage private and public companies. Todd has personal direct relationships, experience and knowledge in multiple Stock Exchanges including USA, Canada, Switzerland, Germany, Italy, Poland, Russia, France and Dubai. In addition to financial activities he has spent 36 years in International sales and marketing activities. During the last 30 years he has lived and worked full time in many European countries and also worked in Dubai & U.A.E since the year 2000. Living in 32 cities in 7 countries has enabled to create a true global network of personal relationships over 40 years to instantly leverage in many ways with todays communication and technology. Watch Full Episode on Youtube. --- Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Wall Street steadies after its AI-induced sell-off.
U.S. stocks are steadying in early trading.
LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured After decades exposing corruption on Wall Street and in government, this may be the most disturbing story yet. From newly released Epstein documents to alleged global connections among political elites, media, and powerful institutions, we break down the claims, controversies, and unanswered questions. Why isn't mainstream media covering it? Why are governments silent? And what happens when corruption reaches the highest levels of power? Viewer discretion advised.
What would change if you stopped trying to “push through” Q1—and instead learned the exact tools to create calm, confident leadership because you're busy? And what if the reason you feel overwhelmed right now is the clearest sign you're ready to lead without the grind?What Lead Without the Grind is, who it's for, and what transformation to expect (calm, confidence, boundaries, and authority—without overworking).Clear answers to the biggest FAQs: time commitment, overwhelm, confidentiality, six-week results, and whether you need to be promotion-focused to join.Why the investment pays off: removing friction from your week, breaking overcommitment patterns, and building skills that accelerate your career long-term (often with tangible ROI).
On this Freedom Friday, we wrapped up our weekly theme of “Marriage and Family” with conversations with Jill Savage as she spoke about how the Holy Spirit healed her and her husband after infidelity. Jill is an author, blogger, and intentional speaker. She is also the founder and CEO of Hearts of Home. Jill also hosts the No More Perfect podcast. She is also the author of many books, including No More Perfect Marriages: Experience the Freedom of Being Real Together. Then we had Dan Seaborn join us to discuss the nine actions needed to stay married. Dan is the Founder of Winning At Home Inc., an organization that produces media resources and hosts special events to encourage marriages and families. He has a comfortable and humorous communication style that allows him to connect easily with audiences of all ages. Through energetic and memorable presentations, Dan talks openly about family life-often sharing his own story. Then we had Shaunti Feldhan join us to discuss some stats on marriage and family. Shaunti is a best-selling author, podcaster, blogger, and popular speaker. She was formerly an analyst on Wall Street and now applies her analytical skills to uncovering eye-opening, life-changing truths about relationships at home and in the workplace. She has authored several books, including “When Hurting People Come to Church: How People of Faith Can Help Solve the Mental Health Crisis.” You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Jill Savage Interview [22:57] Daniel Seaborn Interview [42:33] Shaunti Feldhan [55:19] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.
Academia Inversiones y Trading en VivoRBNZ bajo la lupa: ¿Se avecina un giro en el tono?El PCE entra en escena: ¿acompaña la inflación al plan de la Fed?Resultados clave: ¿cómo se comporta el consumidor y la inversión productiva? Walmart, Carvana, John Deere.Revisa en detalle el Panorama Semanal aquí
On this Freedom Friday, we wrapped up our weekly theme of “Marriage and Family” with conversations with Jill Savage as she spoke about how the Holy Spirit healed her and her husband after infidelity. Jill is an author, blogger, and intentional speaker. She is also the founder and CEO of Hearts of Home. Jill also hosts the No More Perfect podcast. She is also the author of many books, including No More Perfect Marriages: Experience the Freedom of Being Real Together. Then we had Dan Seaborn join us to discuss the nine actions needed to stay married. Dan is the Founder of Winning At Home Inc., an organization that produces media resources and hosts special events to encourage marriages and families. He has a comfortable and humorous communication style that allows him to connect easily with audiences of all ages. Through energetic and memorable presentations, Dan talks openly about family life-often sharing his own story. Then we had Shaunti Feldhan join us to discuss some stats on marriage and family. Shaunti is a best-selling author, podcaster, blogger, and popular speaker. She was formerly an analyst on Wall Street and now applies her analytical skills to uncovering eye-opening, life-changing truths about relationships at home and in the workplace. She has authored several books, including “When Hurting People Come to Church: How People of Faith Can Help Solve the Mental Health Crisis.” You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Jill Savage Interview [22:57] Daniel Seaborn Interview [42:33] Shaunti Feldhan [55:19] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.
On this Freedom Friday, we wrapped up our weekly theme of “Marriage and Family” with conversations with Jill Savage as she spoke about how the Holy Spirit healed her and her husband after infidelity. Jill is an author, blogger, and intentional speaker. She is also the founder and CEO of Hearts of Home. Jill also hosts the No More Perfect podcast. She is also the author of many books, including No More Perfect Marriages: Experience the Freedom of Being Real Together. Then we had Dan Seaborn join us to discuss the nine actions needed to stay married. Dan is the Founder of Winning At Home Inc., an organization that produces media resources and hosts special events to encourage marriages and families. He has a comfortable and humorous communication style that allows him to connect easily with audiences of all ages. Through energetic and memorable presentations, Dan talks openly about family life-often sharing his own story. Then we had Shaunti Feldhan join us to discuss some stats on marriage and family. Shaunti is a best-selling author, podcaster, blogger, and popular speaker. She was formerly an analyst on Wall Street and now applies her analytical skills to uncovering eye-opening, life-changing truths about relationships at home and in the workplace. She has authored several books, including “When Hurting People Come to Church: How People of Faith Can Help Solve the Mental Health Crisis.” You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Jill Savage Interview [22:57] Daniel Seaborn Interview [42:33] Shaunti Feldhan [55:19] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.
On this Freedom Friday, we wrapped up our weekly theme of “Marriage and Family” with conversations with Jill Savage as she spoke about how the Holy Spirit healed her and her husband after infidelity. Jill is an author, blogger, and intentional speaker. She is also the founder and CEO of Hearts of Home. Jill also hosts the No More Perfect podcast. She is also the author of many books, including No More Perfect Marriages: Experience the Freedom of Being Real Together. Then we had Dan Seaborn join us to discuss the nine actions needed to stay married. Dan is the Founder of Winning At Home Inc., an organization that produces media resources and hosts special events to encourage marriages and families. He has a comfortable and humorous communication style that allows him to connect easily with audiences of all ages. Through energetic and memorable presentations, Dan talks openly about family life-often sharing his own story. Then we had Shaunti Feldhan join us to discuss some stats on marriage and family. Shaunti is a best-selling author, podcaster, blogger, and popular speaker. She was formerly an analyst on Wall Street and now applies her analytical skills to uncovering eye-opening, life-changing truths about relationships at home and in the workplace. She has authored several books, including “When Hurting People Come to Church: How People of Faith Can Help Solve the Mental Health Crisis.” You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Jill Savage Interview [22:57] Daniel Seaborn Interview [42:33] Shaunti Feldhan [55:19] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.
On this Freedom Friday, we wrapped up our weekly theme of “Marriage and Family” with conversations with Jill Savage as she spoke about how the Holy Spirit healed her and her husband after infidelity. Jill is an author, blogger, and intentional speaker. She is also the founder and CEO of Hearts of Home. Jill also hosts the No More Perfect podcast. She is also the author of many books, including No More Perfect Marriages: Experience the Freedom of Being Real Together. Then we had Dan Seaborn join us to discuss the nine actions needed to stay married. Dan is the Founder of Winning At Home Inc., an organization that produces media resources and hosts special events to encourage marriages and families. He has a comfortable and humorous communication style that allows him to connect easily with audiences of all ages. Through energetic and memorable presentations, Dan talks openly about family life-often sharing his own story. Then we had Shaunti Feldhan join us to discuss some stats on marriage and family. Shaunti is a best-selling author, podcaster, blogger, and popular speaker. She was formerly an analyst on Wall Street and now applies her analytical skills to uncovering eye-opening, life-changing truths about relationships at home and in the workplace. She has authored several books, including “When Hurting People Come to Church: How People of Faith Can Help Solve the Mental Health Crisis.” You can hear the highlights of today's program on the Karl and Crew Showcast. If you're looking to hear a particular segment from the show, look at the following time stamps: Jill Savage Interview [22:57] Daniel Seaborn Interview [42:33] Shaunti Feldhan [55:19] Karl and Crew airs live weekday mornings from 5-9 a.m. Central Time. Click this link for ways to listen in your area! https://www.moodyradio.org/ways-to-listen/Donate to Moody Radio: http://moodyradio.org/donateto/morningshowSee omnystudio.com/listener for privacy information.
Taylor Swift was wearing Cartier in her engagement announcement… now it's Gen Z's Rolex.The winner of AI is a 175-year-old glass biz… Corning Glass shows that a shortage in AI, is also an ATH.Mattel plummeted 27% in minutes… Because turns out the Barbie Movie was not Ken-ough.Plus, the best Olympic athlete side hustles… from maple syrup farmer to Wall Street analyst.$MAT $GLW $CFRUYBuy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): SOLD OUTArlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.
The real lesson is Humility and Adaptability. The moment you're tired, frustrated, and ready to quit is usually when the instruction comes that don't make sense. “Try the other side” means new perspective, new strategy, new mindset,.. not a new calling. One shift can produce more than years of stubborn grinding. And when it hits, it hits so heavy the net can't even hold it. That's not luck. That's alignment catching up with Obedience.Cast your Net on the Other side | Wallstreet Trapper (Episode 180) Trappin Tuesdays
Binance co-CEO Richard Teng breaks down the exchange's 300 million user milestone and how its Franklin Templeton partnership is bringing "smart money" to Web3. At Consensus Hong Kong 2026, Binance co-CEO Richard Teng detailed the exchange's explosive growth to over 300 million users and its pivot toward "smart money" institutional services. Highlighting a landmark partnership with Franklin Templeton, Teng explained how tokenized money market funds are now being used as off-exchange collateral, allowing institutions to trade Binance's deep liquidity while keeping assets in regulated custody and earning yield. - This episode was hosted live by Jennifer Sanasie and Eleanor Terrett at Consensus Hong Kong 2026, presented by Hex Trust.
Most people think getting rich is about saving harder or finding the next hot stock. It's not. It's about owning things. After 15 years on Wall Street, I learned the hard way that the wealthy don't get there by trading time for money or chasing tickers. They build ownership in boring, cash-flowing businesses that most people overlook. In this episode, I break down the exact investment framework I use today: just three categories I actually care about, why I ignore single stocks and hot tips, and how private business ownership became my unfair advantage. We dive into why Buffett doubled his money at 20% per year while the S&P did half that, why leverage magnifies your mistakes more than your wins, and why volatility isn't risk — not knowing what you're doing is. But this isn't theory. It's applied finance from the trenches. You'll learn:• Why the market is more concentrated and leveraged than almost any point in modern history• How to think like Buffett: buy businesses, not price movements• Why inflation and AI are quietly eating your W2 income while you sleep• The difference between speculation and actual investing (and why most people confuse the two)• How one woman bought six pack-and-ship stores while keeping her tech job• Why Charlie Munger said the best businesses don't require you to be a genius to run them• The three types of risk in every deal: product, market, and execution• How to negotiate by understanding the seller's incentives, not just your own• Why speed and ownership are the only real hedges against what's coming If you're tired of watching your salary get chipped away by inflation, or if you've ever wondered how people actually build wealth without a finance degree or a trust fund, this episode will change how you think about money, ownership, and what it actually takes to win in 2026. Also hi I'm Codie and I run an investment and advisory firm that helps you buy and build businesses. Every year we do one 3 day virtual workshop to help you find, finance and learn to do deals live. Come learn what Wall Street (and your boss or competitors) hope you never learn: https://contrarianthinking.biz/MSML_BDYT26 ___________ 00:00:00 Introduction 00:00:22 The Three-Investment Portfolio: Why Less Is More 00:00:59 Buffett's 5.5 Million Percent Return: The Power of Selectivity 00:01:45 The 2026 Market Warning: Debt, AI Valuations, and Leverage Risk 00:03:40 Volatility Is Not Risk: Risk Is Not Knowing What You're Doing 00:07:43 The Asset Ownership Race With AI: Own the Farm or Be the Donkey 00:09:10 Main Street Millionaire Live: Your Path to Business Ownership 00:10:16 Build Durable Advantages: Moats, Brands, and Networks That Protect Profits 00:10:39 Nui's Story: From Big Tech to Six Pack and Ship Stores 00:14:20 Charlie Munger on Simple Business Models: Take a Simple Idea Seriously 00:15:30 The Three Risks Framework: Product, Market, and Execution 00:16:37 The Power of Incentives: Understanding What Drives Every Deal 00:18:13 Speed Wins: Why Moving Fast Makes You More Money 00:20:15 The Main Street Revolution: Your Generational Wealth Creation Event ___________ MORE FROM BIGDEAL
Crypto News: BlackRock takes first DeFi step, lists BUIDL on Uniswap. BlackRock exec says 1% crypto allocation in Asia could unlock $2 trillion in new flows.Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/
Tech was under pressure, as Magnificent Seven stocks such as Apple and Amazon were each lower by 2 percent, Wall Street is now gearing up for Friday's inflation reading, More on the next seminar Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFPStephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library March 11th from 6:30pm to 8:30pm
Send a textWe're back with The Skinny On...three wild stories: confusing jobs data, Japan's equity market rally, and why everyone's freaking out about AI killing SaaS companies.Confused by the latest Non-Farm Payrolls report? So were we. The blowout headline number was nothing compared to the massive downward revisions to 2025's data. Yet somehow, bonds still sold off and the market has priced out March rate cuts. Huh?? We're not buying it.Then we jump to Japan, where the Nikkei's been ripping. Everyone's talking inflation, but the real story is decades in the making: Japan's finally ditching "holder capitalism" (where companies hoarded cash and protected jobs) for actual shareholder value. Prime Minister Takaichi's landslide win just accelerated reforms that started under Abe. With an aging population, pension funds need equities to work — so corporate Japan has no choice but to unlock value.Next: the "SaaS-pocalypse." Software stocks got obliterated on fears that AI will replace them entirely, pushing many loans in the tech sector into distressed territory. But remember: corporate cash flows don't vanish overnight. We share lessons from the past that suggest the current panic feels overblown, even if the existential threat is real.As our philosophical debate continues over the appropriate role for AI in the workplace, we bring on Charlie Schilling, CEO of Macabacus, to talk about how his company (creators of a beloved Wall Street productivity toolkit) is navigating this chaos and what AI actually means for financial modeling.Learn about our favorite tool, Macabacus, here: https://macabacus.com/wssFor a 14 day FREE Trial of Macabacus, click HEREShop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.
As the stock market continues to break records, Jon is joined by Oren Cass, Chief Economist at American Compass, to examine how America's economy was reengineered to serve shareholders instead of workers. Together, they trace the history of financialization that enabled this transformation, explore how shareholder capitalism has hollowed out worker prosperity, and consider what policy interventions could rebuild an economy that delivers shared gains. Plus, Jon answers listener questions on The Washington Post, DOGE and lunch! This episode is brought to you by: GROUND NEWS - Go to https://groundnews.com/stewart to see how any news story is being framed by news outlets around the world and across the political spectrum. Use this link to get 40% off unlimited access with the Vantage Subscription. BILT - Join the loyalty program for renters at https://joinbilt.com/tws MINT - Plans start at $15/month at https://mintmobile.com/tws SHARK NINJA ESPRESSO MAKER - Get $60 off the Ninja Luxe Cafe Premier Series with code STEWART exclusively on sharkninja.com while supplies last. Follow The Weekly Show with Jon Stewart on social media for more: > YouTube: https://www.youtube.com/@weeklyshowpodcast > Instagram: https://www.instagram.com/weeklyshowpodcast> TikTok: https://tiktok.com/@weeklyshowpodcast > X: https://x.com/weeklyshowpod > BlueSky: https://bsky.app/profile/theweeklyshowpodcast.com Host/Executive Producer – Jon Stewart Executive Producer – James Dixon Executive Producer – Chris McShane Executive Producer – Caity Gray Lead Producer – Lauren Walker Producer – Brittany Mehmedovic Producer – Gillian Spear Video Editor & Engineer – Rob Vitolo Audio Editor & Engineer – Nicole Boyce Music by Hansdle Hsu Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this week's bonus show, we break down the absolutely chilling congressional hearing where North Korean newscaster Pam Bondi shilled for an elite pedophile network. Under oath in Congress, Bondi dangled Wall Street profits as a bribe to look the other way on child trafficking. This rot goes deeper than Trump or Epstein. We are now living through the "Great Disillusionment," the moment we realize the "polite" elites are complicit and no one is coming to save us but ourselves. The only justice that has been achieved for Epstein's victims was because they, their advocates, a free press, and the people united to demand it. We the People forced the Epstein files to be released. This is just the beginning–the criminals can no longer hide in the dark. To hear our breakdown of the Epstein files with Russian mafia expert Olga Lautman on how to fight back, support independent journalism and subscribe. We are the light that will drive out their darkness, and we are going to get through this together. Join our community of listeners and get bonus shows, ad free listening, group chats with other listeners, ways to shape the show, invites to exclusive events like our Monday political salons at 4pm ET over Zoom, and more! Discounted annual memberships are available. Become a Democracy Defender at Patreon.com/Gaslit Show Notes: Bondi confronted by protester while arriving at Capitol: "Bondi you are a disgrace to the American people! You protect pedophiles who systematically rape children!" https://bsky.app/profile/meidastouch.com/post/3melrpnsycc27 Massie And Bondi Have Shocking Fight As He Accuses Her Of Epstein Files 'Cover-Up' https://www.youtube.com/watch?v=vgiW06lZrvc Cohen to Bondi: "You tried to investigate Ms. Good's widow and you tried to investigate Mr. Pretti. They were executed like Kristi Noem executed her dog." https://bsky.app/profile/atrupar.com/post/3melv5enofu2k Massie: "Here is an email that was sent by the victims' lawyers to the DOJ. It was a list of names not to release. What did the DOJ do with this email? They released it! Literally the worst thing you could do the survivors you did." https://bsky.app/profile/atrupar.com/post/3melykectvi2g Karl Bode: "Likely-historic photo by NBC News of all the Epstein victims asked to raise their hands if they've not yet been asked to meet with the DOJ as Bondi testifies in foreground" https://bsky.app/profile/karlbode.com/post/3mely4yvhis23 RASKIN: Will you create a joint task force of the DOJ and state officials and district attorneys to investigate the crimes that have taken place against these victims are more than 1,000 like them? BONDI: *arms folded* … https://bsky.app/profile/atrupar.com/post/3melz5te6pb2y Bondi is now just straight up ignoring questions from Democratic members https://bsky.app/profile/atrupar.com/post/3memakzpxvm2d Bondi crashes out over Epstein: "The Dow is over 50,000 dollars! I don't know why you're laughing. You're a great stock trader as I hear, Raskin. The Dow is over 50,000 right now. The S&P at almost 7,000, and the Nasdaq smashing records. That's what we should be talking about." https://bsky.app/profile/atrupar.com/post/3melualitx22u wow -- Bondi throws a fit in response to Nadler's question about how many of Epstein's co-conspirators, if any, she's investigating, aggressively pointing at him and yelling. The hearing then devolves into chaos and Raskin and Bondi start yelling at each other. https://bsky.app/profile/atrupar.com/post/3meltxcc4652h Kash Patel covers up for Trump and Epstein: https://bsky.app/profile/atrupar.com/post/3lz27h24wc626
A.M. Edition for Feb. 11. The FAA is halting flights to and from El Paso, Texas for unspecified security reasons. Plus, House lawmakers issue a stinging rebuke of GOP leadership as they vote to allow challenges to President Trump's tariffs. And WSJ markets reporter Hannah Erin Lang explains how Wall Street's hunt for cheaper stocks is boosting bets on the rest of the world. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices