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Welcome to another episode of the Post-Fades & Cheesesteaks Podcast! Please like, share and tell your friends! -------------------------On this week's episode, Dakota discuss a wild week 3! Including game recaps, power rankings, studs and duds and game picks!...Social Media Channels:✔️TikTok ► https://www.tiktok.com/@pfandcs✔️Instagram ► https://www.instagram.com/pfandcs/✔️Twitter (X) ► https://x.com/PFandCS✔️Facebook ► https://www.facebook.com/PFandCS✔️Twitch ► https://www.twitch.tv/postfadesandcheesesteaksPODCAST ► ✔️Apple: https://podcasts.apple.com/us/podcast/post-fades-cheesesteaks-sports-podcast/id1522171099✔️Spotify: https://open.spotify.com/show/7Hu0Wn6CUH1qDBuR5UlbrN✔️Amazon Music: https://music.amazon.com/podcasts/1d39ed73-e4d5-4470-aa22-30bce78ecdce/post-fades-cheesesteaks-sports-podcastMERCH ► ✔️https://www.etsy.com/shop/PFCScreative?ref=shop-header-name&listing_id=1527696396&from_page=listing&dd_referrer=https%3A%2F%2Fwww.etsy.com%2Flisting%2F1527696396%2Fthis-is-my-football-tee-go-birds-short%3Fetsrc%3Dsdt*Hoodies, tee's, crewnecks, hats and more!!*Just two Philly sports guys, Tim and Dakota, bringing you unfiltered football talk every week
This week we have Vibe Dealing David on the show to discuss his passion for Manga ,Music, and AnimeVibe Dealing David:beacons.ai/vibedealingdavid
The leading economic indicators are showing that the economy is slowing further. Are we headed into recession?It's too early to tell.But it does put today's sky-high stock valuations in doubt, as they depend on very strong earnings growth next year -- which increasingly look at odds with the decelerating economic data.This boosts the chance of a coming correction in the stock market.How big of one?Lance and I discuss in today's video, along with the latest inflation numbers, AI, signs of growing vulnerability in the credit system, central planner intervention and, always, Lance's firm's latest trades,For everything that mattered to markets this week, watch this Weekly Recap.#recession #inflation #ai 0:00 - Slowdown Signals: Leading Indicators Suggest Economic Weakening4:44 - Economic Data: 3.8% Q2 GDP Driven by Trade, Spending Outpaces Income6:43 - Earnings Gap: Mag 7 Slows, Bottom 493 Flat, 11-15% Growth Questioned9:18 - AI's Economic Impact: Reduces Jobs/Wages, Hurts Earnings Outlook10:00 - Leading Economic Index: Negative Turn Signals Slower Growth11:19 - 2022 Anomaly: Stimulus Masked Recession Signals, Now Normalizing13:57 - Yield Curve Uninversion: Signals Slower Growth, Recession Risk14:56 - Employment Trends: Full-Time Jobs Drop, Weakens Consumer Spending16:52 - Recession Context: 16-Year Gap, Policy Aversion to Downturns18:29 - Policy Response: All-Out Stimulus Likely for Even Mild Recession23:21 - Policy Addiction: QE, Zero Rates, Checks Expected at Job Losses26:20 - Inflation History: Pre-2000 Restraint vs. Post-Reagan Deficit Surge31:05 - Wealth Inequality: Top 10% Own ~80% Net Worth, Policy-Driven35:30 - Socialism vs. Capitalism: 46% Youth Favor Socialism Amid Inequality39:13 - Speculative Risks: Perpetual Options, Leveraged Bitcoin ETF Losses41:57 - AI Bubble: Nvidia-OpenAI Circular Financing Echoes Dot-Com Excesses47:53 - Entrepreneurship: Capital Access Easier, Opportunities for Scrappy Ideas57:12 - Precious Metals: Silver Melt-Up, Rebalanced to Manage Gains59:46 - Bitcoin Concerns: Leveraged ETFs Down 45%, Signals Risk-Off Move1:01:49 - Technical Analysis: Overbought High Beta, Declining Money Flows1:06:23 - Market Outlook: 5-10% Oct-Nov Correction, Buyable for Year-End Rally1:12:11 - Bond Bull Case: High Valuations, Low ERP Favor Bonds Over Stocks1:16:45 - Tricolor Bankruptcy: $1B Subprime Auto Loans Signal Credit Issues1:20:56 - PayPal's Buy-Now-Pay-Later: Debt Sale Raises Red Flags1:24:13 - AI Spending Risks: $800B Shortfall, Winner-Take-All Dynamics_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
Weekly Recap: The Super Mario Galaxy Movie Announcement, Baby Steps Premiere, Highlander Delay, Hades II Premiere. Hosted on Acast. See acast.com/privacy for more information.
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down Warren Buffett's warning on wind energy proves true as subsidies vanish, exposing its economic fragility, while China faces a deepening debt crisis with a staggering 312% debt-to-GDP ratio. California backtracks on EV tax credits amid budget shortfalls, and Trump urges Europe to stop buying Russian energy, risking geopolitical fallout. Meanwhile, Russia's crude exports hit a 16-month high, and the U.S. energy market braces for shifting global dynamics.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:14 - Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and Subsidies03:40 - California Won't Replace Expiring $7,500 Federal EV Tax Credit06:06 - Oil Pipeline Lifeline for Canada Comes Under Siege in Michigan09:33 - Is China's Debt Bomb About to Explode, and What Is the Impact on Global Markets?Oil13:04 - Jumps as Trump Pushes Europe to Stop All Russian Energy Purchases16:20 - Russia's Crude Flows Hit 16-Month High on Rising Output, Attacks18:57 - OutroLinks to articles discussed:Warren Buffett Was Right About Wind Energy, and You Should Not Invest in It Without Tax Breaks and SubsidiesCalifornia Won't Replace Expiring $7,500 Federal EV Tax CreditOil Pipeline Lifeline for Canada Comes Under Siege in MichiganIs China's Debt Bomb About to Explode, and What Is the Impact on Global Markets?OilJumps as Trump Pushes Europe to Stop All Russian Energy PurchasesRussia's Crude Flows Hit 16-Month High on Rising Output, Attacks
INTEL Roundtable : w/ Johnson & McGovern : Weekly Recap 26-Sept.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Connor and Ace recap the previous nonrev week, including a borderline ranked team
Welcome to another episode of the Post-Fades & Cheesesteaks Podcast! Please like, share and tell your friends! -------------------------On this week's episode, Dakota discuss a wild week 3! Including game recaps, power rankings, studs and duds and game picks!...Social Media Channels:✔️TikTok ► https://www.tiktok.com/@pfandcs✔️Instagram ► https://www.instagram.com/pfandcs/✔️Twitter (X) ► https://x.com/PFandCS✔️Facebook ► https://www.facebook.com/PFandCS✔️Twitch ► https://www.twitch.tv/postfadesandcheesesteaksPODCAST ► ✔️Apple: https://podcasts.apple.com/us/podcast/post-fades-cheesesteaks-sports-podcast/id1522171099✔️Spotify: https://open.spotify.com/show/7Hu0Wn6CUH1qDBuR5UlbrN✔️Amazon Music: https://music.amazon.com/podcasts/1d39ed73-e4d5-4470-aa22-30bce78ecdce/post-fades-cheesesteaks-sports-podcastMERCH ► ✔️https://www.etsy.com/shop/PFCScreative?ref=shop-header-name&listing_id=1527696396&from_page=listing&dd_referrer=https%3A%2F%2Fwww.etsy.com%2Flisting%2F1527696396%2Fthis-is-my-football-tee-go-birds-short%3Fetsrc%3Dsdt*Hoodies, tee's, crewnecks, hats and more!!*Just two Philly sports guys, Tim and Dakota, bringing you unfiltered football talk every week
Vols Weekly Recap We are broadcasting live from Atlanta, GA, with host and co-founder Vincent Turner, producer Logan Landers, and special guest Joey Clinkscales. We are 100 Yards of Football. Live from Atlanta, Georgia! Listen to the PODCAST daily: 100 Yards of Football https://many.link/100yardsoffootball.
Soly, TC, and DJ bring on former NLU Young Hitter Justin Hueber to discuss his run at the USGA Mid-Am and the debate surrounding former professional golfers regaining their amateur status. We also had some fun with random stats from the 2025 PGA Tour Season, recap Michael Kim's win on the DP World Tour, the LPGA washout in Arkansas, and the KFT tournament in Columbus. Then it's on to a back nine where we discuss a few bits of pre-Ryder Cup chatter from Bryson and Rory, the cancellation of the 2026 Sentry, the Masters addition of Amazon Prime to their broadcast partners, and more. Join us in our support of the Evans Scholars Foundation: https://nolayingup.com/esf Support our Sponsors: Titleist The Stack Whoop If you enjoyed this episode, consider joining The Nest: No Laying Up's community of avid golfers. Nest members help us maintain our light commercial interruptions (3 minutes of ads per 90 minutes of content) and receive access to exclusive content, discounts in the pro shop, and an annual member gift. It's a $90 annual membership, and you can sign up or learn more at nolayingup.com/join Subscribe to the No Laying Up Newsletter here: https://newsletter.nolayingup.com/ Subscribe to the No Laying Up Podcast channel here: https://www.youtube.com/@NoLayingUpPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
BIN News anchors Bri Wood and Morgyn Wood join hosts Ramses Ja and Q Ward to review the major news stories of the past week.See omnystudio.com/listener for privacy information.
Join us LIVE tonight at 9 PM EST for our We Are Soccer Recap Show!
Weekly Recap: Life Is Strange Adaptation, The Librarians Gets Release Schedule, Gen V Season 2 Premiere, Platypus Reclayed Premiere. Hosted on Acast. See acast.com/privacy for more information.
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner break down a pivotal week in energy and markets. The U.S. power grid is strained by AI, EVs, and aging infrastructure—creating big opportunities in battery storage, microgrids, and SMRs. A $14 trillion stock rally now hinges on a likely 25bps Fed rate cut, which could ease borrowing for energy investments. The IEA is walking back its peak oil claims under pressure, acknowledging oil and gas demand will grow for decades. Natural gas is set to dominate U.S., China, and India's energy mix by 2050, while LNG exports are poised to double. But rising global decline rates mean trillions in capex are needed just to stay even—highlighting massive investment potential in U.S. energy infrastructure.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro01:14 - America's Grid is Nearing Its Breaking Point05:38 - $14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?10:36 - IEA Prepares to Walk Back Predictions of Peak Oil and Gas Demand13:39 - Fed cuts rates by 0.25% after flagging risks from softening labor marketNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 205021:36 - Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.25:04 - OutroLinks to articles discussed:America's Grid is Nearing Its Breaking Point$14 Trillion Stock Rally Expects a Fed Cut: What Happens If They Only Get a Quarter Point?IEA Prepares to Walk Back Predictions of Peak Oil and Gas DemandFed cuts rates by 0.25% after flagging risks from softening labor marketNatural Gas to Absolutely Dominate U.S., China and India's Energy Mix by 2050Global Oil and Gas Field Decline Rates Are Increasing, IEA Says – Trillions of dollars needed just to meet decline curves.
Producer Allison puts together the best sound clips of the week for an epic montage! See omnystudio.com/listener for privacy information.
Connor and Ace are here to give you the previous week in K-State sports: golf, volleycats and soccer all together now!
Welcome to another episode of the Post-Fades & Cheesesteaks Podcast! Please like, share and tell your friends! -------------------------On this week's episode, Tim and Dakota discuss a wild week 2! Including game recaps, power rankings, studs and duds and game picks!...Social Media Channels:✔️TikTok ► https://www.tiktok.com/@pfandcs✔️Instagram ► https://www.instagram.com/pfandcs/✔️Twitter (X) ► https://x.com/PFandCS✔️Facebook ► https://www.facebook.com/PFandCS✔️Twitch ► https://www.twitch.tv/postfadesandcheesesteaksPODCAST ► ✔️Apple: https://podcasts.apple.com/us/podcast/post-fades-cheesesteaks-sports-podcast/id1522171099✔️Spotify: https://open.spotify.com/show/7Hu0Wn6CUH1qDBuR5UlbrN✔️Amazon Music: https://music.amazon.com/podcasts/1d39ed73-e4d5-4470-aa22-30bce78ecdce/post-fades-cheesesteaks-sports-podcastMERCH ► ✔️https://www.etsy.com/shop/PFCScreative?ref=shop-header-name&listing_id=1527696396&from_page=listing&dd_referrer=https%3A%2F%2Fwww.etsy.com%2Flisting%2F1527696396%2Fthis-is-my-football-tee-go-birds-short%3Fetsrc%3Dsdt*Hoodies, tee's, crewnecks, hats and more!!*Just two Philly sports guys, Tim and Dakota, bringing you unfiltered football talk every week
Randy and Soly talk all things Procore as Scottie Scheffler shoots a Sunday 67 to beat Ben Griffin by a shot to continue an absurd 2025 as he preps to lead the US team at the Ryder Cup in two weeks. We also give some well deserved props to Griffin's runner up finish and Jackson Koivun as the Walker Cup star lands a top 5. From there we go to the Euro BMW PGA as Alex Noren wins in a playoff at Wentworth, Charley Hull's win in Cincinnati on the LPGA Tour, Greg Norman's LIV exit, and close the pod with some laughs as Randy offers some of his favorite Phil Mickelson moments (59:30). Join us in our support of the Evans Scholars Foundation: https://nolayingup.com/esf Support our Sponsors: Titleist Holderness & Bourne SoFi If you enjoyed this episode, consider joining The Nest: No Laying Up's community of avid golfers. Nest members help us maintain our light commercial interruptions (3 minutes of ads per 90 minutes of content) and receive access to exclusive content, discounts in the pro shop, and an annual member gift. It's a $90 annual membership, and you can sign up or learn more at nolayingup.com/join Subscribe to the No Laying Up Newsletter here: https://newsletter.nolayingup.com/ Subscribe to the No Laying Up Podcast channel here: https://www.youtube.com/@NoLayingUpPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
Weekly Recap: Star Trek: Khan Premiere, Anne Rice's Talamasca: The Secret Order Trailer, 007 First Light Gameplay Reveal, Very Young Frankenstein Casting. Hosted on Acast. See acast.com/privacy for more information.
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stu Turley and Michael Tanner dive into Oklo's $168B nuclear fuel recycling milestone, Scott Bessent's explosive critique of the Federal Reserve, and the geopolitical oil chessboard as OPEC+ eyes an October production increase. They also unpack California's failed refinery bailout, widespread oil & gas job cuts, and the 71% plunge in exploration capex. From Tennessee to Tehran, the duo challenges media narratives on “oil gluts,” inflation, and energy policy hypocrisy—all with charts, laughs, and hard-hitting analysis.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:Highlights of the Podcast 00:00 - Intro00:12 - Oklo Commences First Phase Construction on Nuclear Fuel Recycling Facility02:19 - Treasury Secretary Bessent Says Fed ‘Must Change Course,' Demands an Entire Review07:59 - OPEC+ Agrees in Principle to Increase Production in October13:33 - California in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery Shutdown17:04 - Job Cuts Rock Global Oil and Gas Sector23:22 - Peak Oil Production? Oil Majors' Exploration Capital Tumbled Since 201328:46 - OutroLinks to articles discussed:Oklo Commences First Phase Construction on Nuclear Fuel Recycling FacilityTreasury Secretary Bessent Says Fed ‘Must Change Course,' Demands an Entire ReviewOPEC+ Agrees in Principle to Increase Production in OctoberCalifornia in Talks to Pay Hundreds of Millions to Valero to Stave Off Refinery ShutdownJob Cuts Rock Global Oil and Gas SectorPeak Oil Production? Oil Majors' Exploration Capital Tumbled Since 2013
News anchors Nichole Deal and Mike Eiland discuss this week's major stories on today's podcast.See omnystudio.com/listener for privacy information.
Welcome to another episode of the Post-Fades & Cheesesteaks Podcast! Please like, share and tell your friends! -------------------------On this week's episode, Tim and Dakota discuss a wild week 1 to start the NFL season! Including game recaps, power rankings, studs and duds and game picks!...Social Media Channels:✔️TikTok ► https://www.tiktok.com/@pfandcs✔️Instagram ► https://www.instagram.com/pfandcs/✔️Twitter (X) ► https://x.com/PFandCS✔️Facebook ► https://www.facebook.com/PFandCS✔️Twitch ► https://www.twitch.tv/postfadesandcheesesteaksPODCAST ► ✔️Apple: https://podcasts.apple.com/us/podcast/post-fades-cheesesteaks-sports-podcast/id1522171099✔️Spotify: https://open.spotify.com/show/7Hu0Wn6CUH1qDBuR5UlbrN✔️Amazon Music: https://music.amazon.com/podcasts/1d39ed73-e4d5-4470-aa22-30bce78ecdce/post-fades-cheesesteaks-sports-podcastMERCH ► ✔️https://www.etsy.com/shop/PFCScreative?ref=shop-header-name&listing_id=1527696396&from_page=listing&dd_referrer=https%3A%2F%2Fwww.etsy.com%2Flisting%2F1527696396%2Fthis-is-my-football-tee-go-birds-short%3Fetsrc%3Dsdt*Hoodies, tee's, crewnecks, hats and more!!*This dynamic duo consists of two Philly boys, Tim and Dakota, and their opinions on sports! Each week we provide a new episode talking about sports; it could be the NFL, NBA, March Madness or even Rugby! Stay tuned for our thoughts on Sports news and rumors, player interviews, mock drafts, power rankings, stat analysis and more!*Our opinions are of our own research and observation and in no way does that correlate to our thoughts on each Professional Sports Teams and Organizations as a whole. This is all for fun and any player who makes their way onto an Professional Sports roster is already a great player regardless of what we say about them*Intro and Outro Music: Produced by Forgotten, Owned by Dakota Hirst and Lorenzo Trindade
With everyone busy this week with projects; I did a shorter episode this week solo where I discuss the movie and game news of the week.
Weekly Recap: WTF is a Podcast Graphic Novel, Wednesday Season 2 Part 2 Premiere, Hollow Knight: Silksong Premiere, The Glassworker Premiere. Hosted on Acast. See acast.com/privacy for more information.
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down how Net Zero policies are crippling the UK—skyrocketing power prices, wind curtailments, and deindustrialization. They highlight tax-driven collapse in the North Sea, Germany's gas rebound, and China's move to challenge the petrodollar with the yuan.Energy hypocrisy is global—and the fallout is just beginning.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:06 - High Energy Costs Push UK Industry to the Brink02:54 - The UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even More06:45 - Putin and Modi Meet in China: Forging Energy Ties Amid Global Tensions10:37 - China may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade Reshaped14:20 - Germany Sees Bigger Role for Gas to Keep the Lights On16:51 - OutroLinks to articles discussed:High Energy Costs Push UK Industry to the BrinkThe UK Energy Hypocrisy is Collapsing the Very Thing Holding Up the Economy, by Taxing It Even MorePutin and Modi Meet in China: Forging Energy Ties Amid Global TensionsChina may be About to Unveil a New Global Currency: Dollar Dominance Challenged, Global Trade ReshapedGermany Sees Bigger Role for Gas to Keep the Lights On
Producer Allison has put together sound clips from the week for an epic montage! See omnystudio.com/listener for privacy information.
Connor and Ace talk about the beginning of the Volleycat season and the Soccer cats remaining on a roll
Weekly Recap: Wolfenstein Adaptation, Wolf King Season 2, Fallout Season 2 Teaser, Katabasis Adaptation Hosted on Acast. See acast.com/privacy for more information.
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner break down why model-based oil forecasts consistently miss the mark, highlighting Irina Slav's takedown of flawed IEA predictions. They dive into Fed Chair Powell's Jackson Hole speech and its implications for oil and gas capital markets, LNG export-driven shale growth, the myth of peak Permian, and ERCOT's $14B clean energy project cancellations. From misguided net-zero assumptions to underreported system costs in renewables, this episode covers the real data behind energy trends and what investors should really be watching.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:14 - What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?03:40 - Surging US LNG Exports Fuel Growth in US Shale08:13 - ERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?10:43 - The True Cost of Renewable Energy and the Impact on Consumers' Electrical Bills13:33 - Why Model-Based Oil Forecasts Keep Missing the Mark18:13 - OutroLinks to articles discussed:What Does Powell's Comments in Jackson Hole Mean to the Oil and Gas Markets and Investors?Surging US LNG Exports Fuel Growth in US ShaleERCOT Project Cancellations Reached a Record in Q2 2025, and What is Next?The True Cost of Renewable Energy and the Impact on Consumers' Electrical BillsWhy Model-Based Oil Forecasts Keep Missing the Mark
Connor is back and joining Ace to recap the previous weeks in K-State sports
Weekly Recap: LEGO Star Wars: Rebuild the Galaxy - Pieces of the Past, Ghost of Yōtei Gameplay Trailer, Brennan Lee Mulligan Set as Critical Role Game Master, The Batman Part II Update Hosted on Acast. See acast.com/privacy for more information.
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discuss a surprise solar stock rally following Trump's softened tax credit policy, the major implications of Trump's move to open 82% of Alaska's petroleum reserve, and the potential economic crisis brewing in Germany due to high energy costs and new tariffs. They also cover Civitas Resources' CEO ousting after poor stock performance post-$7B in acquisitions, and California Governor Gavin Newsom's controversial shift toward Big Oil to avoid gas price spikes—raising doubts about his sincerity amid speculation he may run for president. The episode wraps up with insights into an impending oil supercycle due to underinvestment and rising demand.Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Solar Shares Rise as Trump Hit to Credits Softer Than Feared02:26 - Trump Moves to Open 82% of Alaska's Petroleum Reserve for Drilling05:19 - Tariffs and Energy Costs Could Spark an Economic Crisis for Germany07:33 - Civitas board bumps CEO Doyle, agrees to $435 million of asset sales13:04 - Energy Transition Stalls as Oil Super-Cycle Risks Return115:46 - Gavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?18:46 - OutroLinks to articles discussed:Solar Shares Rise as Trump Hit to Credits Softer Than FearedTrump Moves to Open 82% of Alaska's Petroleum Reserve for DrillingTariffs and Energy Costs Could Spark an Economic Crisis for GermanyEnergy Transition Stalls as Oil Super-Cycle Risks ReturnGavin Newsom Warms to Big Oil in Climate Reversal - But Can You Trust Him?
The guys are recapping and reacting to the week of MLB! Rob Manfred discusses possible expansion, pending lock out looming? Playoff race updates and more!
Weekly Recap: Hyrule Warriors: Age of Imprisonment Trailer, The Glassworker Trailer, Wednesday Season 2 Woecast, Drag x Drive Premiere. Hosted on Acast. See acast.com/privacy for more information.
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner dive into Germany's proposed “sun tax” and the fallout from shutting down stable power sources like nuclear and coal. The UK ramps up net-zero efforts with a 78% tax on North Sea oil profits, pressuring firms like BP to consider exiting. In the U.S., the outdated Jones Act throttles LNG export capacity. Meanwhile, renewable giants like Orsted and TPI Composites face financial collapse, prompting a return to fossil fuels. NextDecade secures $1.8B for LNG infrastructure, and New Jersey's soaring electric bills expose the hidden costs of net-zero policies.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:15 - Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power Plants01:36 - UK Doubles Down on Net Zero, Restricting North Sea Oil Production04:47 - The Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules Could Derail U.S. LNG Exports11:34 - The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas?15:57 - NextDecade Gets $1.8 Billion Injection for LNG Project18:04 - Soaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons21:01 - OutroLinks to articles discussed:Germany's Net Zero Plans Include Taxing the Sun and Closing Stable Power PlantsUK Doubles Down on Net Zero, Restricting North Sea Oil ProductionThe Jones Act Still Has a Stranglehold on Energy Dominance, and New Shipbuilding Rules The Global Struggle to Meet Renewable Energy Goals – is this a shift back to oil and gas?NextDecade Gets $1.8 Billion Injection for LNG ProjectSoaring Electric Bills in New Jersey: Policy Failures, Energy Mix Insights, and National Cost Comparisons
The guys are recapping and reacting to the week of MLB action! Brewers continue to roll, the Mets are spiraling, playoff race updates and more!
Weekly Recap: FNAF 2 Trailer, The Legend of Vox Machina S4 Sneak Peek, Avatar: Fire and Ash Trailer, The Dragon King Hosted on Acast. See acast.com/privacy for more information.
In this episode of the Energy Newsbeat Daily Standup - Weekly Recap, Stuart Turley and Michael Tanner discuss a range of significant energy topics. They analyze Trump's ambitious nuclear energy overhaul, aiming to quadruple U.S. nuclear capacity by 2050 despite regulatory hurdles. They also critique Europe's net-zero policies, which have led to economic struggles, particularly in Germany, while the U.S. continues to benefit from natural gas and nuclear. The episode touches on geopolitical tensions, including sanctions on India and the impact of drone strikes on Russian gasoline prices, as well as the potential for a major merger in the railroad industry that could reshape the U.S. freight landscape. Finally, they explore BP's decision to cut 6,000 jobs and speculate on future corporate moves.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:13 - Trump's Nuclear Energy Overhaul Sparks Unfounded Alarms over Safety03:40 - Net Zero Has Cost Europe's Energy Future06:30 - Trump Says US to Hike India's Tariffs Over Russian Oil Buys08:05 - Moscow's Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural Gas10:48 - What is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?15:45 - Russia's Gasoline Prices Surge After Refinery Hit by Drones18:09 - How The Union Pacific-Norfolk Southern Deal Would Boost Petrochemicals21:17 - BP to Cut 6,000 Jobs in Another Business Review24:14 - OutroLinks to articles discussed:Trump's Nuclear Energy Overhaul Sparks Unfounded Alarms over SafetyNet Zero Has Cost Europe's Energy FutureTrump Says US to Hike India's Tariffs Over Russian Oil BuysMoscow's Deputy Foreign Minister Says the EU Has Lost Over 1 Trillion Euros by Not Buying Russian Natural GasWhat is the Difference Between Oil, Gas and Wind, Solar and Hydrogen?Russia's Gasoline Prices Surge After Refinery Hit by DronesHow The Union Pacific-Norfolk Southern Deal Would Boost PetrochemicalsBP to Cut 6,000 Jobs in Another Business Review
Producer Allison has the best clips of the week in a perfect montage! See omnystudio.com/listener for privacy information.
Time to break down the week in wrestling!RUNSHEET0:00:00 Intro0:01:50 Brock Lesnar returns to WWE0:33:16 Cody Rhodes was disrespected in AEW1:04:28 NJPW G1 Climax 35 weekly recapJoin me as we dive into the latest happenings in the wrestling world—from AEW to WWE and everything in between. Expect in-depth analysis, fiery opinions, and lively discussion. And if you're catching this live, feel free to drop your thoughts in the chat!
Weekly Recap: One-Eyed Likho Premiere, Tales of the Shire: A The Lord of the Rings™ Game, Booster Gold Update, Assassin's Creed Live-Action Series. Hosted on Acast. See acast.com/privacy for more information.
Connor and Ace recap the previous week in K-State sports, which includes a lot in terms of Catsketball news for both sides
The guys are recapping and reacting to the week in MLB action! Mets sweep the Giants, Naylor traded to Mariners, Grichuk traded to the Royals + Seth Lugo signs extension with KC, wild card races heating up and more!
This week on the AmateurGolf.com Weekly Recap, host Chris Chatsworth breaks down a huge stretch in amateur (and newly professional) golf:
Weekly Recap: The Legend of Zelda Casting, Tron: Ares Trailer, Ne Zha 2 English Trailer, Predator: Badlands Trailer. Hosted on Acast. See acast.com/privacy for more information.
Producer Allison puts a montage together of this week's "best" moments! See omnystudio.com/listener for privacy information.
ITSPmagazine Weekly Update | From Black Hat to Black Sabbath / Ozzy: AI Agents and Guitars (again!) + Entry Level Cybersecurity Jobs, Robots Evolution, and the Weekly Recap You Didn't Expect - On Marco & Sean's Random & Unscripted Podcast __________________Marco Ciappelli and Sean Martin are back with another random and unscripted weekly recap—from pre-Black Hat buzz and AI agents to vintage wood guitars, talent gaps, and Glen Miller debates. This week's reflection hits tech, music, and philosophy in all the right ways. Tune in, ramble with us, and subscribe. __________________Full Blog Article This week's recap was a ride.Sean and I kicked things off with the big news: we're officially consistent. Weekly recap number… I lost count. But we're doing it. We covered what ITSPmagazine's been working on, what we've been publishing, and where our minds are wandering lately (spoiler: everywhere).Black Hat USA 2025 is just around the corner, and we're deep into prep mode. I even bought a paper map. Why? I don't know. But we've got some great pre-event conversations already out—like our annual chat with Black Hat GM Steve Wylie, plus briefings with Dropzone AI (get ready for “agentic automation” to be the next big buzzword) and Akamai (yes, bots and APIs again, but with a solid strategy twist).We also talked about a fantastic episode Sean did on resonance and reinvention—featuring Cindy, a luthier in NYC who builds custom guitars using century-old beams from historic buildings. The pickups even use the old nails. Music and wood with a past life. It's beautiful stuff.Speaking of stories, I officially closed down the Storytelling podcast. But don't worry—I'm still telling stories. I've just shifted focus to “Redefining Society and Technology,” my newsletter and podcast series where I explore how humans and tech evolve together. This week's edition tackled the merging of humans and machines as a new species. Isaac Asimov meets Andy Clark.We also got a bit philosophical about AI and jobs. If machines take over the “easy” roles, where do humans begin? Are we cutting off our own training paths?Sean's episode with John Solomon dug into the cybersecurity hiring crisis—challenging the idea that we have a “talent gap.” The real issue? We're not hiring or nurturing people properly.Oh, and I finally released my long-overdue interview with Michael Sheldrick from Global Citizen. Music. Social impact. Doing good. It's all there. I'm honored to support even a small piece of what he's building.And yes… Ozzy. RIP. Music never dies.So if you're into random reflections with meaning, tech with humanity, and stories that don't always follow the rules—subscribe, share, and join the ride.See you in Vegas. Or the future. Or somewhere in between.________________ KeywordsBlack Hat USA 2025, ITSPmagazine recap, Marco Ciappelli, Sean Martin, cybersecurity podcast, AI in cybersecurity, agentic automation, Dropzone AI, Akamai APIs, HITRUST security, Global Citizen, Michael Sheldrick, storytelling podcast, Redefining Society, Andy Clark, Isaac Asimov, human-machine evolution, cybersecurity talent gap, custom guitar NYC, Ozzy tributeHosts links:
The guys are recapping and reacting to the first weekend back from the all star break! The Dbacks sweep the cards- will they become sellers? Whats next for the Pirates? The Dodgers are skidding, the Brewers are scorching hot, and more! Tap in!
Producer Allison puts a montage together of the most 'questionable?' moments from the week! See omnystudio.com/listener for privacy information.
Producer Allison put together the best sound bytes in a montage to recap this week on the Hammer and Nigel show! See omnystudio.com/listener for privacy information.