Podcasts about why u

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Best podcasts about why u

Latest podcast episodes about why u

Bitcoin Magazine
Sen. Lummis: America's Debt is the BTC Bull Thesis, & Why Clarity is Key to US Financial Dominance

Bitcoin Magazine

Play Episode Listen Later Jun 24, 2026 17:40


With U.S. debt now exceeding 100% of GDP, Senator Cynthia Lummis argues the country can't afford to ignore Bitcoin. In this Bitcoin Magazine podcast conversation with host Spencer Nichols, she lays out why a strategic Bitcoin reserve could be America's "Louisiana Purchase moment" and how holding it long term might meaningfully reduce the national debt. She also breaks down the Clarity Act timeline and the legislation racing through Congress.

Money Tree Investing
What Is The Next Perfect Trade?

Money Tree Investing

Play Episode Listen Later Jun 12, 2026 69:03


Alex Gurevich talks about the next perfect trade! We discuss major shifts in the macro investing landscape, including the breakdown of the traditional stock-bond relationship, why U.S. Treasuries no longer act as a reliable flight-to-safety asset, and how inflation, fiscal policy, and changing market regimes are reshaping investment strategies. Alex shares his framework for identifying high-probability trades, explains why he believes interest rates could ultimately return to zero if the labor market weakens, and discusses opportunities and risks in global markets, currencies, gold, emerging markets, and China. We also explore the long-term impact of artificial intelligence on productivity, employment, and economic growth and more! We discuss...  The breakdown of the traditional stock-bond relationship and how it is changing portfolio diversification strategies. Why U.S. Treasuries are no longer acting as a reliable flight-to-safety asset and what that means for investors. The impact of inflation, fiscal policy, and shifting market regimes on the macroeconomic outlook. Why labor market trends remain the most important factor influencing future Federal Reserve decisions. The possibility that interest rates could eventually return to zero if economic growth and employment weaken. Investment opportunities and risks across currencies, bonds, emerging markets, and international equities. The relative attractiveness of gold, U.S. Treasuries, and other hard assets in the current environment. China's economic challenges, AI ambitions, and its position in the global race for technological leadership. How artificial intelligence is driving investment, productivity gains, and economic growth across multiple sectors. The potential for AI-driven job displacement and a temporary economic adjustment period before larger long-term benefits emerge. Key market risks stemming from geopolitical conflict, energy prices, and evolving global economic dynamics. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/next-perfect-trade-alex-gurevich-824 

Wealthion
Fertilizer Shock: Why Farmers Are Getting Crushed First

Wealthion

Play Episode Listen Later May 29, 2026 28:15


Fertilizer may be one of the most overlooked pressure points in the global economy — and Josh Linville says the current crisis is already hitting farmers hard. Josh Linville, Vice President of Fertilizer at StoneX Financial, joins Maggie Lake to explain why the feared “global famine” headlines may be overstated, but the fertilizer supply shock is very real. He breaks down why farmers are bearing the brunt of higher costs, how China's fertilizer export restrictions are reshaping the market, and why pricing and supply problems could stretch into 2027. Linville also explains why the Strait of Hormuz disruption, Russia/Ukraine fertilizer flows, urea shortages, and rising protectionism could create longer-term risks for food prices, supply chains, and investors watching real assets.

The Dr. Peter Breggin Hour
Dr. Peter Breggin Hour - 5-27-26

The Dr. Peter Breggin Hour

Play Episode Listen Later May 27, 2026 57:00


In early May 2026, transport vans rolled out of Ridglan Farms in Blue Mounds, Wisconsin, carrying beagles toward new lives—grass under their paws, sunlight on their faces, and homes instead of stacked wire cages. Nearly 1,500 beagles were purchased by rescue organizations like Big Dog Ranch Rescue and the Beagle Freedom Project after years of documented suffering at one of the nation's largest commercial beagle breeders for biomedical research. This outcome marks a rare, tangible win for animal advocates. But it came only after daring direct-action raids, mass protests met with tear gas and rubber bullets, a special prosecutor's investigation, and persistent legal pressure. Even now, roughly 500 dogs may remain behind as Ridglan winds down its commercial breeding operations by July 1, 2026. The Ridglan story is not just about one facility. It exposes deep, systemic failures in U.S. law that leave millions of animals in laboratories with minimal protections—and even those “covered” by federal rules often receive little meaningful relief. The Raids That Forced Change On March 15, 2026, activists from groups linked to the Coalition to Save the Ridglan Dogs breached fences and buildings at Ridglan Farms. They removed around 22–30 beagles. Some were successfully rehomed; others were recovered by police. However, an estimated 2000 beagles remained in captivity, potentially subject to additional horrific experimentation. Our guest, Dean Guzman Wyrzykowski, was one of these activists. A second, larger action on April 18 drew roughly 1,000 protesters to rescue the remaining beagles. Law enforcement responded with tear gas, pepper spray, and rubber bullets. No additional dogs could be rescued that day. Dozens of protesters were arrested, including our guest on The Breggin Hour, Dean Guzman Wyrzykowski, a San Francisco Bay Area-based animal rights activist and political organizer. He is co-founder of The Simple Heart Initiative—a nonprofit dedicated to advancing species equality through open rescue, impact litigation, undercover investigations, and activist training. With over eight years in nonprofit advocacy, Dean has recruited and trained hundreds of activists and is one of the lead organizers of the Ridglan campaign. He now faces serious felony burglary charges—potentially up to 12 years in prison—along with several co-defendants for the first March 15, 2026, rescue effort. Further charges may be pending. As a top priority, we urge that the charges be reduced or dropped to reflect the vastly important ethical basis of the actions of these animal advocates. How to Help Dean Dean reports that the best way to assist him with legal costs is to become a paid subscriber to his Substack at Urbananimal.substack.com. To support ending the breeding of dogs for lab testing, go to Save the Dogs, make a donation, and join over 111,581 others who have already signed the petition to end breeding of dogs for laboratory use. These weren't the first efforts to expose and stop the abuses of these dogs. Ridglan had faced scrutiny for years, including earlier investigations. The raids amplified public outrage and accelerated negotiations between rescuers and Ridglan Farms. In late April, rescue groups announced they had reached a deal to acquire ~1,500 dogs. Transports began in early May, with many “frosted face” seniors (older dogs with graying muzzles) now adjusting to life outside the facility—initially flinching at touch but quickly learning to wag tails and play. Decades of Alleged Cruelty at Ridglan — and Why It Is Winding Down Ridglan Farms operated for decades as a major supplier of beagles for testing. Former employees and state inspections described windowless warehouses, stacked cages over waste pits, high ammonia levels, rusted wires causing injuries, and routine surgeries (including eye procedures and devocalizations) performed without anesthesia or proper pain relief—sometimes by non-veterinarians. In 2025, Wisconsin's Department of Agriculture, Trade and Consumer Protection (DATCP) cited Ridglan for hundreds of violations. A judge found probable cause for animal cruelty. Special Prosecutor Tim Gruenke was appointed to investigate. Rather than face criminal charges, Ridglan chose to wind down. In a negotiated settlement in late 2025, the company agreed to surrender its Wisconsin commercial dog-breeding license by July 1, 2026. This effectively ends its large-scale commercial breeding and sales of beagles to external laboratories. In exchange, the state dropped the threat of felony animal cruelty prosecutions. This agreement was driven by years of accumulated citations, whistleblower testimony, undercover investigations, and intense public and activist pressure. While Ridglan can still conduct limited on-site research under its federal USDA licenses, its days as a major commercial beagle supplier are over. Parallels with Envigo and Other Scandals Ridglan is far from isolated. In 2022, a major scandal erupted at Envigo's breeding facility in Cumberland, Virginia. PETA's undercover investigation revealed severe neglect: inadequate food, veterinary care, housing, and staffing; dead puppies were left among litters; and unqualified staff performed invasive procedures. The U.S. Department of Justice intervened, leading to the rescue of over 4,000 beagles—the largest such seizure in U.S. history. Envigo (and its parent company Inotiv) later pleaded guilty to conspiring to violate the Animal Welfare Act and the Clean Water Act, agreeing to pay a record $35 million+ in fines and shutting down the breeding operation. From the Beagles to the Breggins, Senator Bill Stanley Sought Justice for the Underdog At a state level, key Virginia state legislators were involved in advocating for stronger animal welfare regulations in response to documented Animal Welfare Act violations, poor conditions, and high puppy mortality in the facility. Sen. Bill Stanley (R-Franklin County) was a leading champion at the state level. He visited the facility multiple times, co-sponsored several “Beagle Bills” in 2022 (e.g., SB 87, SB 88, SB 90, SB 604) to increase oversight, close loopholes for research animals, require adoption offers before euthanasia, and penalize repeat violators. He adopted two Envigo beagles (Daisy and Dixie) and worked on adoptions/rescues. We are especially happy to acknowledge Sen. Stanley's contributions because, among several attorneys we contacted to defend us against Robert Malone's lawfare defamation suit against us for $25 million, Bill was the first attorney willing to seriously pursue our case, which ended in the presiding judge throwing Malone's case out of court. From the beagles to the Breggins, Senator Stanley has sought justice for the underdog. The Sand Fly Experiments and High-Profile Scandals Public outrage over government-funded beagle suffering peaked in the early 2020s with revelations about NIH-funded experiments under Dr. Anthony Fauci's National Institute of Allergy and Infectious Diseases (NIAID). One widely criticized study involved beagle puppies in Tunisia exposed to sand flies carrying parasites (to study leishmaniasis). Reports described dogs having their heads locked in mesh cages filled with infected sand flies, being used as live bait in desert cages overnight, and in some cases undergoing cordectomies (vocal cord removal) to silence barking. The experiments sparked bipartisan congressional criticism and intense media coverage. The Nonhuman Rights Project (NhRP) and partners filed habeas corpus petitions seeking court recognition of the Ridglan dogs' right to freedom from cruelty and immediate remedies. While initial petitions faced dismissal, appeals continue for the remaining animals. Why U.S. Law Fails Experimental Animals The core federal statute is the Animal Welfare Act (AWA) of 1966 (and its amendments), enforced by the USDA's Animal and Plant Health Inspection Service (APHIS). It sets minimum standards for housing, feeding, veterinary care, and handling of certain animals. Critical Limitations Include: Massive Species Exclusions: Rats, mice, and birds bred for research—accounting for roughly 95% of lab animals—are explicitly excluded. Cold-blooded animals and others also fall outside coverage. Weak Standards for Covered Species: Even for dogs, cats, primates, etc., the AWA permits painful procedures if deemed “scientifically necessary.” There is no outright ban on specific types of experiments. Self-Regulation via IACUCs: Institutional Animal Care and Use Committees—dominated by researchers at the institutions they oversee—review protocols. Approval rates hover near 98%, with limited external oversight. Enforcement Gaps: Under-resourced inspections, reliance on self-reporting, and modest penalties limit impact. Ridglan itself had passed many USDA inspections despite state-level findings of serious issues. Property Status: Animals remain legal property. Novel habeas efforts like the Nonhuman Rights Project (NhRP) challenge this but face significant judicial hurdles, as courts have historically rejected animal “personhood” claims. For those of us who learned in childhood about unconditional love from our dogs, they are not only of equal value to people, but they seem on a higher spiritual level in the love they have given to us. Other frameworks, such as the Public Health Service Policy, apply only to federally funded research and offer even less robust enforcement. The 2022 FDA Modernization Act opened doors to non-animal alternatives, but broader statutory mandates for the “3Rs” (Replacement, Reduction, Refinement) remain limited. Reform efforts often stall due to powerful research lobbies, congressional agriculture committees' oversight, and public support for medical research that can overshadow welfare concerns. Broader Context and the Path Forward Ridglan and Envigo show that systemic problems persist despite occasional rescues and fines. Millions of animals continue to be used annually in U.S. labs, yet positive developments exist: growing adoption of alternatives (organ-on-chip, AI modeling, human cell cultures), increased rehoming programs, and shifting public opinion favoring stronger protections. The Ridglan victory shows that sustained pressure—investigations, lawsuits, public protest, and direct rescue—can force change where law falls short. Yet relying on activists risking felony charges is not sustainable. Meaningful reform requires: Expanding Animal Welfare Act coverage to all vertebrates. Stronger, independent oversight and enforcement with real penalties. Mandatory consideration and funding for non-animal methods. Judicial tools (like effective habeas relief) to address cruelty in licensed facilities promptly. A Call to Readers The beagles now tasting freedom represent hope—but hundreds may still face uncertainty, and systemic issues persist for countless others. Share their stories. Support reputable rescues and organizations like The Simple Heart Initiative, the Nonhuman Rights Project, Beagle Freedom Project, and others working on legal and legislative fronts. Contact your representatives and demand real modernization of the Animal Welfare Act. Persistence works. Now we must translate outrage into lasting legal change—so no more facilities like this exist in the first place. What are your thoughts on balancing research needs with animal welfare? Have you followed the Ridglan story, the Envigo case, Dean's work, or the earlier sand fly scandals? Drop a comment or share this post. References / Endnotes Wisconsin Examiner / Milwaukee Journal Sentinel coverage of Ridglan rescues and settlement (2026). Nonhuman Rights Project – Ridglan Beagles case page. U.S. Department of Justice – Envigo sentencing and $35M+ resolution (2024). Bipartisan congressional letters on NIAID/Tunisia sand fly experiments (2021). Dean Guzman Wyrzykowski / The Simple Heart Initiative statements (2026). USDA Animal Welfare Act overview and limitations. Additional reporting from WPR, Right to Rescue, and related investigations.   ______   Learn more about Dr. Peter Breggin's work: https://breggin.com/   See more from Dr. Breggin's long history of being a reformer in psychiatry: https://breggin.com/Psychiatry-as-an-Instrument-of-Social-and-Political-Control   Psychiatric Drug Withdrawal, the how-to manual @ https://breggin.com/a-guide-for-prescribers-therapists-patients-and-their-families/   Get a copy of Dr. Breggin's latest book: WHO ARE THE “THEY” - THESE GLOBAL PREDATORS? WHAT ARE THEIR MOTIVES AND THEIR PLANS FOR US? HOW CAN WE DEFEND AGAINST THEM? Covid-19 and the Global Predators: We are the Prey Get a copy: https://www.wearetheprey.com/   “No other book so comprehensively covers the details of COVID-19 criminal conduct as well as its origins in a network of global predators seeking wealth and power at the expense of human freedom and prosperity, under cover of false public health policies.”   ~ Robert F Kennedy, Jr Author of #1 bestseller The Real Anthony Fauci and Founder, Chairman and Chief Legal Counsel for Children's Health Defense.

The PetroNerds Podcast
Frac, U.S. Shale Resilience, and the Future of Energy with Leen Weijers

The PetroNerds Podcast

Play Episode Listen Later May 23, 2026 90:59


https://youtu.be/50CmjzaZzHM Recorded: Friday, May 22, 2026, and Tuesday, March 17, 2026 In Episode 157 of the PetroNerds Podcast, Trisha Curtis, host of the PetroNerds podcast and CEO of PetroNerds, sits down with Leen Weijers, former Senior VP of Engineering at Liberty Energy and one of the most respected minds in hydraulic fracturing, for an in-depth technical discussion on hydraulic fracturing, U.S. shale resilience, natural gas, and the future of energy production. Recorded during a period of elevated geopolitical tensions and rising oil prices, the conversation examines the operational and technological forces that continue to drive American energy production forward. With oil prices near $96 per barrel and Brent crude surpassing $100, Trisha and Leen step back from short-term market headlines to focus on the engineering innovations reshaping the shale patch. From frac fleets and longer laterals to proppant logistics, simulfracs, natural gas-powered equipment, distributed power generation, and geothermal lessons for shale recovery, the episode explores why U.S. shale continues to outperform expectations. Why U.S. Shale Continues to Surprise the Market One of the central themes of the episode is the continued resilience of U.S. shale production. While many analysts have repeatedly predicted shale production slowdowns or peaks, Leen explains that the flexibility of the U.S. frac industry allows operators to respond rapidly to changing price signals and market conditions. Importantly, both Trisha and Leen emphasize that traditional indicators like rig counts and frac fleet totals no longer tell the full story. Today's frac crews are significantly larger, more efficient, and more productive than they were just a decade ago. Operational improvements such as: Longer laterals Higher-intensity completions Improved perforation cluster efficiency Better well spacing strategies Simulfrac operations Enhanced proppant logistics Faster pumping rates Better frac distribution have allowed operators to continue increasing production despite fewer rigs and fewer frac fleets. Efficiency Gains Are Outpacing Reservoir Challenges The conversation also addresses some of the real challenges facing unconventional oil and gas development, including: Parent-child well relationships Lower reservoir pressure Infill drilling complications Potential declines in productivity per foot in certain regions Despite these challenges, Leen explains that engineering innovation and operational execution continue to offset many of the headwinds facing the industry. The discussion highlights how the shale industry has effectively turned efficiency gains into a competitive advantage, enabling the U.S. to approach nearly 14 million barrels per day of crude oil production. Natural Gas Is Reshaping the Future of Frac Operations A major portion of the episode focuses on the growing role of natural gas in frac operations and power generation. Leen discusses Liberty Energy's DigiFrac and DigiPrime technologies and explains how the industry is steadily moving away from diesel-powered systems toward natural gas-powered frac fleets. The conversation also explores how oilfield power technology is increasingly being adapted for mobile and distributed power applications, including support for rapidly growing AI and data center energy demand. Trisha and Leen also discuss: LNG export growth Reliability challenges with wind and solar Distributed power generation Propane and NGLs in global development Energy poverty and energy abundance Nuclear power Geothermal innovation and its lessons for shale recovery Looking Ahead The episode closes with a broader discussion about the future of energy development and the importance of maintaining reliable, scalable, and affordable energy systems. As the energy landscape evolves, Trisha and Leen argue that innovation within the shale patch continues to position the United States as one of the world's most resilient and adaptable energy producers. For listeners interested in the technical side of oil and gas, hydraulic fracturing, energy infrastructure, and the future of global energy markets, Episode 157 offers an exceptionally detailed and insightful conversation.

The NFN Radio News Podcast
Why People Are Going Broke From Medical Debt in the US Trying to Stay Healthy

The NFN Radio News Podcast

Play Episode Listen Later May 18, 2026 33:47


Why are Americans going broke trying to stay healthy? The real question is why is healthcare in America so expensive in the first place — and who profits from it?On this episode of the Lean to the Left podcast, Bob Gatty talks with Dr. Adam Cunningham, founder of Sylk Health, about the hidden costs of healthcare, the medical debt crisis, and why millions of Americans are struggling to afford treatment.They discuss:• Why hospital pricing is intentionally hidden• How medical debt drives bankruptcy in America• Why healthcare has become a social justice issue• The shocking cost differences between U.S. and overseas treatment• Medical tourism and affordable care abroad• Insurance companies, hospital lobbying, and pharmaceutical profits• Medicare, supplemental insurance, and rising costs for seniors• Alzheimer's care and the crushing financial burden on families• Why meaningful healthcare reform remains so difficultDr. Cunningham explains how Sylk Health compares medical procedure costs between the U.S. and accredited hospitals in China, giving patients new options when facing massive medical bills.This conversation goes beyond politics and gets to the heart of a broken healthcare system that leaves working families drowning in debt while corporations profit.

Mo News
Alex Murdaugh Murder Conviction Overturned; U.S. Student Test Scores in Decline; PCOS Gets New Name; New ‘Godfather' Book

Mo News

Play Episode Listen Later May 14, 2026 31:07


Headlines:  – Welcome To Mo News + Pickle Smoothie (02:00) – Court Overturns Alex Murdaugh's Murder Convictions In Deaths Of Wife, Son (05:30) – Why U.S. Test Scores Are in a ‘Generation-Long Decline' (10:20) – Trump Gets Red-Carpet Welcome In China: What's On The Agenda (18:30) – U.S. Intelligence Shows Iran Retains Substantial Missile Capabilities (22:00) – Pentagon Seeks Cheaper Cruise Missiles After Iran War Drain (22:45) – P.C.O.S. To Become P.M.O.S.: Doctors Hope It Will Improve Care for Millions (23:40) – Corleone Crime Family Returns In A New ‘Godfather' Novel For 2027 Release By Random House (26:00) – On This Day In History (28:00)  Thanks To Our Sponsors:  – ⁠Boll & Branch⁠ – 15% off first order, plus free shipping | Code: MONEWS – Incogni - 60% off an annual plan| Code: MONEWS – Monarch - 50% off your first year | Code: MONEWS – Factor - 50% off your first box | Code: monews50off – ShipStation - Try for free for 60 days | Code: MONEWS – Shopify – $1 per-month trial | Code: MONEWS –⁠ Industrious⁠ - Coworking office. 50% off day pass | Code: MONEWS50 – LMNT | Free Sample Pack with any LMNT drink mix or 12oz cans purchase – Aura Frames | $25 dollars off the Carver Mat frame | Code: MONEWS

Talking Real Money
Selling Fear

Talking Real Money

Play Episode Listen Later May 13, 2026 25:21 Transcription Available


Don and Tom take aim at the booming annuity industry, arguing that most annuities are sold through fear, confusion, and unrealistic promises rather than honest financial planning. They explain why indexed annuities are especially problematic, why annuities should be viewed strictly as income tools rather than investments, and how even “good” annuities often return your own money back to you first. The episode also covers smarter retirement income strategies, including maximizing Social Security benefits, plus listener questions on “Trump accounts” and youth retirement accounts, taxable investing with DFAW vs. VT, factor investing, and whether U.S. government bonds remain safe despite soaring national debt. Along the way, the hosts detour into a spirited discussion about Pacific Northwest town pronunciations and Sacagawea.0:14 Why annuities are booming as baby boomers retire0:38 The illusion of “market returns with no risk”2:11 How annuities are actually sold through fear and seminars3:22 Why annuities should be viewed as income products, not investments4:17 Immediate vs. deferred vs. variable vs. indexed annuities5:03 Indexed annuities and the “no risk, stock market returns” pitch5:36 What people really want from annuities: guaranteed income6:17 Liquidity, guarantees, and the hidden costs of annuities6:50 Why single premium immediate annuities can disappoint7:29 How SPIAs often return your own principal first8:03 Inflation riders, survivor benefits, and reduced payouts9:13 Longevity fears and unrealistic retirement assumptions9:47 Social Security as the best inflation-adjusted annuity most people underuse10:13 How to submit questions to Talking Real Money10:45 Listener question: “Trump accounts” and YRAs explained11:57 Why YRAs are not especially tax-advantaged12:40 529 plans vs. youth retirement accounts14:25 Listener question: DFAW vs. VT in taxable accounts15:47 Foreign tax credits and overthinking portfolio optimization16:17 Factor investing, Dimensional, Avantis, and small value tilts17:38 Listener question: Are U.S. bonds safe with $39 trillion in debt?18:31 Why U.S. Treasury bonds remain highly secure19:10 Who actually owns most U.S. government debt20:36 The origin and pronunciation battle over Sedro-Woolley21:33 Lewis and Clark, Sacagawea, and Pacific Northwest pronunciationsQuestions? Comments? Click!

The Financial Exchange Show
Why the Oil Crisis Could Get Much Worse by Fall

The Financial Exchange Show

Play Episode Listen Later May 13, 2026 38:30 Transcription Available


The global oil system is running out of room, and the consequences could start accelerating later this year.Chuck Zodda and Marc Fandetti break down the rapidly shrinking margin for error in global energy markets as continued disruptions in the Strait of Hormuz drain inventories and push oil prices above $100 per barrel again.Also covered:Why U.S. oil inventories are falling at one of the fastest rates on recordThe growing risk of supply shortages by late summer or early fallWhy gas tax holidays could actually make the problem worseHow rising fuel prices are reshaping consumer behavior and inflation expectationsWhat President Trump hopes to accomplish during his summit with Xi JinpingWhy NVIDIA CEO Jensen Huang unexpectedly joined the Beijing delegationThe latest warning signs from inflation and bond marketsWhy Walmart is cutting or relocating corporate employeesHow tomato prices became the latest inflation headache for consumers and restaurantsWhy the next phase of the energy crisis may be far more disruptive than markets currently expect.

Impact Farming
The Brazil Factor: What It Means for U.S. Soybeans and Global Competition | Michelle Klieger

Impact Farming

Play Episode Listen Later May 13, 2026 66:23


In this episode of Impact Farming, Tracy sits down with agricultural economist and strategist Michelle Klieger to unpack a question many producers are quietly asking: Can U.S. soybeans still compete in the global market? As farmers head into another planting season facing tight margins, uncertain demand, and rising costs, the global soybean market continues to shift. From China's buying decisions to the growing influence of Brazil, the competitive landscape is changing rapidly. Michelle shares insights from her recent article on the "Brazil Factor" and explores what's really driving global soybean competitiveness—and what it means for producers in North America. Episode Highlights • Why global demand—especially from China—remains a key driver for soybean markets • How geopolitics and trade negotiations are affecting farm families and rural economies • The rise of Brazil as a global agricultural powerhouse • The role of land costs, seed pricing, and regulation in shaping global competitiveness • How Brazil's ability to expand farmland and double crop gives it an edge • Why U.S. farmers may need a different strategy to stay competitive • Key signals producers should watch as global soybean markets evolve Global agriculture is evolving quickly, and the soybean market is a powerful example of how economics, geopolitics, and innovation intersect. As Brazil continues to expand production and global trade dynamics shift, producers in North America face new challenges—but also opportunities. Understanding the forces shaping global markets can help farmers make informed decisions and remain competitive in a rapidly changing agricultural landscape. Thanks for tuning in, Tracy  ============================= Resources • Stratagerm Consulting – The consulting firm founded by Michelle Klieger that focuses on agricultural economics, market drivers, and global food systems. • Previous Impact Farming episode: "The Demise of Free Trade: What the U.S.–China Trade War Means for North American Farmers" featuring Michelle Klieger  https://youtu.be/OKs2dtGTAI8 ============================= ✅ About The Impact Farming Show: Produced by Farm Marketer. Farm Marketer is a Canadian digital media company specializing in publishing agriculture content that matters most to Canadian farmers: news, commodities, agriculture events, agriculture real estate for sale, and much more.  Farm Marketer is also the proud producer of the award-winning agriculture show The Impact Farming Show. This weekly video and podcast show is dedicated to introducing farmers to the people and ideas that will impact their farming operations. Join show host Tracy Brunet as she speaks to top minds and change makers about what's currently IMPACTING agriculture.    =================================

Miles to Memories Podcast
A Robot Flew Southwest, Spirit Went Away, and JetBlue Has a Pricing Problem!

Miles to Memories Podcast

Play Episode Listen Later May 5, 2026 26:39


Get $200 after making your first $500 payment with Melio! (affiliate) https://www.milestomemories.com/go/melio Spirit Airlines is gone, and even travelers who avoided Spirit may feel it in their wallets. Shawn and Mark talk through the fallout for cheap flights, the JetBlue and Frontier merger mess, and why low-cost carriers have such a hard time making the model work in the U.S. They also get into JetBlue's pricing lawsuit, data tracking worries, a robot that bought its own Southwest seat, and the cheap travel items that actually earn space in the bag. Yes, that includes Benji's forever stamp. What we cover: Spirit Airlines disappearing and what it means for airfare Why JetBlue, Frontier and Spirit all ended up tied together in this story The difference between Ryanair, Allegiant and the U.S. low-cost model JetBlue's lawsuit over pricing, cookies and tracking claims Whether airline pricing algorithms and shared pricing data hurt consumers A robot flying Southwest with its own seat Cheap and free travel items worth packing, from plastic bags to backup headphones Episode Guide: 0:00 - Welcome to MTM Travel 0:20 - Spirit Airlines disappears 3:06 - The JetBlue and Frontier merger fallout 5:02 - Why U.S. low-cost carriers struggle 7:45 - What losing Spirit means for fares 10:38 - Low-cost carriers need a new plan 12:30 - JetBlue lawsuit and pricing tracking claims 15:47 - A robot gets its own Southwest seat 17:06 - Cheap and free travel items worth packing 21:00 - The travel gear we actually keep packed 24:10 - Freebies, bottle openers and fancy hotel pens Track your travel credit cards for free Free newsletter Join our free Facebook group Diamond Patreon - bonus shows + Slack community Gold Membership Subscribe on Apple Podcasts Miles to Memories website

SunCast
928: Why U.S. Solar Costs 2–3x More Than Australia | Barry Cinnamon

SunCast

Play Episode Listen Later May 5, 2026 25:41


Australia is installing solar and batteries for about $2 a watt.In the U.S., it's closer to $5.50.So why do we still have this huge gap?Barry Cinnamon went to Australia to find out. What he discovered challenges one of the industry's favorite explanations. Even if you remove permitting delays and other “soft costs,” the U.S. still doesn't come close.Today's Tactical Tuesday breaks down the real drivers behind [residential] solar pricing, from federal manufacturing policy and tariffs to financing structures and regulatory friction. Then we take it a step further, exploring a new hypothesis Barry has been modeling: using data center demand to help fund rooftop solar and storage.Expect to learn:

australia costs solar valence why u tactical tuesday suncast nico johnson barry cinnamon
Texas Talks
Future of Healthcare

Texas Talks

Play Episode Listen Later May 5, 2026 44:26


As part of the Future of Texas series in partnership with Texas 2036, this episode tackles one of the most urgent and personal challenges facing Texans today: the rising cost of healthcare. Through the Future of Texas podcast series, Texas 2036 brings together diverse perspectives as we explore the opportunities and challenges facing our state over the next ten years. The views expressed in this program are those of the individual speakers and do not necessarily reflect the views of Texas 2036, its staff or its Board of Directors. Host Brad Swail is joined by Avik Roy, Co-Founder and Chairman of FREOPP, and Charles Miller, Director of Health and Economic Mobility Policy at Texas 2036, for a deep dive into why healthcare costs keep rising — and what Texas can actually do about it. The conversation begins with a stark reality: healthcare affordability has become a top concern for voters, even surpassing issues like property taxes. With employer-sponsored family coverage approaching $27,000 per year and out-of-pocket costs averaging around $10,000 annually for Texas families, the financial strain is reshaping both household budgets and business decisions. A major theme is how the current system distorts incentives. Rather than functioning as a true free market, U.S. healthcare operates as a heavily subsidized system where consumers often lack visibility into prices — and have little control over spending decisions. The discussion covers: • Why healthcare costs are rising faster than wages and inflation • How employer-based insurance distorts consumer incentives • The role of federal tax policy in shaping today's system • Why “free market vs government” is a false choice • The importance of competition, transparency, and aligned incentives • How monopoly power among hospitals and providers drives prices higher • Why past reforms — like surprise billing laws — sometimes backfire • The impact of vertical and horizontal consolidation in healthcare • How anti-competitive contracting limits consumer choice • Why Texas has made progress on transparency — but more is needed The episode also explores solutions that could reshape the Texas healthcare landscape. These include expanding price transparency, tackling provider monopolies, enabling more consumer-driven insurance models, and supporting innovative alternatives like direct payment systems and healthcare sharing models. Roy and Miller highlight promising developments already underway in Texas, including efforts to improve data transparency through all-payer claims databases and reforms targeting anti-competitive practices in provider contracts. Looking ahead, the goal isn't perfection — it's progress. Both guests emphasize that simply slowing the growth of healthcare costs to match inflation would represent a major win for Texas families and businesses. The takeaway is clear: the tools to fix healthcare affordability exist — but meaningful reform will require aligning incentives, increasing competition, and taking on entrenched interests within the system. 00:00 — Intro + Future of Texas series overview 00:30 — Why healthcare affordability matters now 01:13 — Cost of employer-sponsored coverage explained 02:00 — National vs Texas-specific cost challenges 03:12 — Texas vs California healthcare cost comparison 04:21 — Why affordability is now a top voter issue 05:21 — 53% cost increase over the past decade 06:41 — Why Texas policy drives higher costs 07:28 — Surprise billing reform and unintended consequences 08:24 — Incentives that drive price inflation 09:53 — Free market vs government: a false debate 10:14 — Why U.S. healthcare isn't truly a free market 11:17 — Employer-based insurance and tax distortions 12:23 — Why consumers don't behave like shoppers 13:23 — What a “healthy market” actually requires 14:17 — Transparency, competition, and incentives explained 15:25 — How subsidies can increase costs 16:09 — Insurance incentives and rising premiums 17:19 — Lack of price transparency in real-world care 17:58 — Switzerland as a model system 19:10 — Competition vs monopoly power in healthcare 20:29 — Real-world example: pricing distortions 21:42 — Hospital consolidation and market power 23:04 — Hospital Competition Act explained 25:02 — Why regulators struggle to fix consolidation 27:08 — Federal vs local enforcement gaps 29:33 — What Texas has done right so far 30:13 — Transparency reforms and data systems 31:05 — Anti-competitive contracting reforms 32:33 — Vertical integration and its risks 34:07 — What Texas still needs to fix 35:14 — Consumer-driven insurance models (ICHRA) 36:01 — Alternatives to traditional insurance 37:26 — Cash pricing and cost savings 38:04 — State employee health plans as a reform lever 40:31 — What success looks like by 2036 42:10 — Slowing cost growth as the first win 43:18 — Final thoughts + closing Watch Full-Length Interviews: https://www.youtube.com/@TexasTalks

The NFN Radio News Podcast
US Healthcare Crisis: Why Americans Are Sicker Despite Spending More on Healthcare

The NFN Radio News Podcast

Play Episode Listen Later May 3, 2026 42:50


US Healthcare Crisis: Why are Americans sicker—and dying younger—despite spending more on healthcare than any country in the world?In this eye-opening episode of Lean to the Left, Bob Gatty interviews physician and author Steven Bezruchka, whose new book Born Sick in the USA exposes the real reasons behind America's declining health.

Sway
Tim Cook's Legacy + The Future of U.B.I. With Andrew Yang + HatGPT

Sway

Play Episode Listen Later Apr 24, 2026 74:39


This week, Tim Cook announced he would step down as chief executive of Apple. We discuss what he got right and what he got wrong, and we offer some unsolicited advice for his replacement, John Ternus. Then, Andrew Yang joins us to discuss A.I.-powered job automation and why universal basic income may be making a comeback. And finally, we catch up on more recent tech news with a round of HatGPT.   Guest: Andrew Yang, chief executive of Noble Mobile and author of “Hey Yang, Where's My Thousand Bucks?”   Additional Reading: Tim Cook Will Step Down as Apple C.E.O. Who Is John Ternus, Apple's Low-Profile Leader? Why U.B.I. Is Making a Comeback His 2020 Campaign Message: The Robots Are Coming This Pasta Sauce Wants to Record Your Family Chinese Robot Beats Human Best Time in Half-Marathon, After a Stumble What Happens When A.I. Runs a Store in San Francisco? Meta to Start Capturing Employee Mouse Movements, Keystrokes for A.I. Training Data SpaceX Strikes Deal With Cursor for $60 Billion OpenAI Beefs Up ChatGPT's Image Generation Model   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.

Beyond The Horizon
Keir Starmer, Peter Mandelson, and the Epstein Scandal That Is Rocking British Politics (4/21/26)

Beyond The Horizon

Play Episode Listen Later Apr 22, 2026 13:33 Transcription Available


Keir Starmer is facing intensifying calls to resign as a political scandal deepens around his decision to appoint Peter Mandelson as the UK's ambassador to the United States, despite serious concerns raised during the security vetting process. The controversy centers on revelations that Mandelson failed key vetting checks tied in part to his past association with Jeffrey Epstein, raising questions about judgment, oversight, and whether warnings were ignored or overridden. Starmer has acknowledged the appointment was a mistake but maintains he was not informed of the failed vetting at the time, a claim that critics—both political opponents and figures within his own party—have openly challenged.The growing pressure is not just about the appointment itself, but about credibility and accountability. Critics argue that either Starmer knew about the risks and proceeded anyway, or he failed to maintain control over a critical national security decision—both scenarios fueling demands for his resignation. The issue has been compounded by internal turmoil, including firings, conflicting testimony from officials, and broader political setbacks facing his government. With elections looming and party support showing signs of strain, the scandal has evolved into a direct threat to his leadership, with opponents framing it as a defining test of trust and competence at the highest level of government.to contact me:bobbycapucci@protonmail.comsource:Why U.K. Prime Minister Keir Starmer Is Facing Growing Calls to Resign

The Moscow Murders and More
Keir Starmer, Peter Mandelson, and the Epstein Scandal That Is Rocking British Politics (4/22/26)

The Moscow Murders and More

Play Episode Listen Later Apr 22, 2026 13:33 Transcription Available


Keir Starmer is facing intensifying calls to resign as a political scandal deepens around his decision to appoint Peter Mandelson as the UK's ambassador to the United States, despite serious concerns raised during the security vetting process. The controversy centers on revelations that Mandelson failed key vetting checks tied in part to his past association with Jeffrey Epstein, raising questions about judgment, oversight, and whether warnings were ignored or overridden. Starmer has acknowledged the appointment was a mistake but maintains he was not informed of the failed vetting at the time, a claim that critics—both political opponents and figures within his own party—have openly challenged.The growing pressure is not just about the appointment itself, but about credibility and accountability. Critics argue that either Starmer knew about the risks and proceeded anyway, or he failed to maintain control over a critical national security decision—both scenarios fueling demands for his resignation. The issue has been compounded by internal turmoil, including firings, conflicting testimony from officials, and broader political setbacks facing his government. With elections looming and party support showing signs of strain, the scandal has evolved into a direct threat to his leadership, with opponents framing it as a defining test of trust and competence at the highest level of government.to contact me:bobbycapucci@protonmail.comsource:Why U.K. Prime Minister Keir Starmer Is Facing Growing Calls to ResignBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.

The Epstein Chronicles
Keir Starmer, Peter Mandelson, and the Epstein Scandal That Is Rocking British Politics (4/21/26)

The Epstein Chronicles

Play Episode Listen Later Apr 21, 2026 13:33 Transcription Available


Keir Starmer is facing intensifying calls to resign as a political scandal deepens around his decision to appoint Peter Mandelson as the UK's ambassador to the United States, despite serious concerns raised during the security vetting process. The controversy centers on revelations that Mandelson failed key vetting checks tied in part to his past association with Jeffrey Epstein, raising questions about judgment, oversight, and whether warnings were ignored or overridden. Starmer has acknowledged the appointment was a mistake but maintains he was not informed of the failed vetting at the time, a claim that critics—both political opponents and figures within his own party—have openly challenged.The growing pressure is not just about the appointment itself, but about credibility and accountability. Critics argue that either Starmer knew about the risks and proceeded anyway, or he failed to maintain control over a critical national security decision—both scenarios fueling demands for his resignation. The issue has been compounded by internal turmoil, including firings, conflicting testimony from officials, and broader political setbacks facing his government. With elections looming and party support showing signs of strain, the scandal has evolved into a direct threat to his leadership, with opponents framing it as a defining test of trust and competence at the highest level of government.to contact me:bobbycapucci@protonmail.comsource:Why U.K. Prime Minister Keir Starmer Is Facing Growing Calls to ResignBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Investir com SIM
Compondo a Tese - 17/04/2026

Investir com SIM

Play Episode Listen Later Apr 20, 2026 18:44


Atenção (disclaimer): Os dados aqui apresentados representam minha opinião pessoal.Não são de forma alguma indicações de compra ou venda de ativos no mercado financeiro.Oncoclínicas aprova proposta de MAK Capital e Lumina de até R$150 mi para viabilizar compra de medicamentoshttps://br.investing.com/news/stock-market-news/oncoclinicas-aprova-proposta-de-mak-capital-e-lumina-de-ate-r150-mi-para-viabilizar-compra-de-medicamentos-1899830Raízen (RAIZ4): Credores querem 90% da empresa em troca de dívidahttps://www.moneytimes.com.br/credores-querem-90-da-raizen-raiz4-divida-bilionaria-vira-disputa-por-controle-ceci/Exclusivo: Carol Bassi e diretora da Maria Filó deixam marcas na Azzashttps://valor.globo.com/empresas/noticia/2026/04/16/carol-bassi-e-diretora-da-maria-filo-deixam-marcas-na-azzas.ghtmlGPA ajusta linha de frente e traz trio do varejo para tentar uma guinada na operaçãohttps://neofeed.com.br/negocios/gpa-ajusta-linha-de-frente-e-traz-trio-do-varejo-para-tentar-uma-guinada-na-operacao/Why U.S.-Iran Negotiations Failedhttps://podcasts.apple.com/br/podcast/why-u-s-iran-negotiations-failed/id1200361736?i=1000761073217&l=en-GBInside the war on Trump's new MAGA (with Marjorie Taylor Greene)https://podcasts.apple.com/br/podcast/inside-the-war-on-trumps-new-maga-with-marjorie/id1111319839?i=1000760596138&l=en-GBAmerica's Limits, Iran's Leverage, Pakistan's Moment: Maleeha Lodhi on a Shifting Orderhttps://podcasts.apple.com/br/podcast/americas-limits-irans-leverage-pakistans-moment-maleeha/id1845840408?i=1000760502885&l=en-GBHow Hungary's vote to oust Viktor Orbán could have global implicationshttps://podcasts.apple.com/br/podcast/how-hungarys-vote-to-oust-viktor-orb%C3%A1n-could-have-global/id78304589?i=1000761186495&l=en-GBTrump's Risky Strategy to Blockade Iran's Blockadehttps://podcasts.apple.com/br/podcast/trumps-risky-strategy-to-blockade-irans-blockade/id1200361736?i=1000761507943&l=en-GBTrump's Plan to Open the Strait of Hormuz? Close Ithttps://podcasts.apple.com/br/podcast/trumps-plan-to-open-the-strait-of-hormuz-close-it/id1578096201?i=1000761392434&l=en-GBWhat Orbán's Loss Means for Hungary, Russia and Trumphttps://podcasts.apple.com/br/podcast/what-orb%C3%A1ns-loss-means-for-hungary-russia-and-trump/id1578096201?i=1000761178511&l=en-GBThe Hitchhiking Microbe's Guide to the Galaxyhttps://podcasts.apple.com/br/podcast/the-hitchhiking-microbes-guide-to-the-galaxy/id1554578197?i=1000761489292&l=en-GBEx-presidente do BRB teria recebido imóveis como propina de Vorcarohttps://podcasts.apple.com/br/podcast/ex-presidente-do-brb-teria-recebido-im%C3%B3veis-como-propina/id203963267?i=1000761804509&l=en-GBLula diz que 'taxa das blusinhas' foi aplicada por 'pressão do comércio brasileiro' na épocahttps://podcasts.apple.com/br/podcast/lula-diz-que-taxa-das-blusinhas-foi-aplicada-por-press%C3%A3o/id203963267?i=1000761806560&l=en-GB‘Alguns ministros do STF perderam a postura e a compostura'https://podcasts.apple.com/br/podcast/alguns-ministros-do-stf-perderam-a-postura-e-a-compostura/id203963267?i=1000761809974&l=en-GBIf Hungary Can Do Ithttps://podcasts.apple.com/br/podcast/if-hungary-can-do-it/id1258635512?i=1000761793078&l=en-GBThe Great Fusion Debate: How Far Away Are We Really?https://podcasts.apple.com/br/podcast/the-great-fusion-debate-how-far-away-are-we-really/id1602541473?i=1000760359191&l=en-GB‘Na democracia não tem ninguém que seja intocável'https://podcasts.apple.com/br/podcast/na-democracia-n%C3%A3o-tem-ningu%C3%A9m-que-seja-intoc%C3%A1vel/id203963267?i=1000761840129&l=en-GB

Follow the Money Weekly Radio
FTM 507: Empire of Debt

Follow the Money Weekly Radio

Play Episode Listen Later Apr 15, 2026 40:22


The United States is rapidly approaching $40 trillion in national debt—and there's no sign of slowing down.In this episode, Jerry Robinson takes a hard look at America's growing debt crisis and what it really means beneath the surface.From exploding deficits to trillion-dollar interest payments, the numbers are becoming impossible to ignore. And yet, Washington continues spending with little restraint.In this episode:• Why U.S. debt has surged from $9T to nearly $40T• How interest payments are becoming one of the largest federal expenses• The real cost of empire and global military spending• Why inflation is the hidden consequence of runaway debt• Signs that global confidence in the U.S. financial system may be shiftingPlus, Jerry shares his latest market insights, including:• S&P 500 and Nasdaq 100 trends• Gold and silver outlook• Bitcoin and crypto sentiment• Oil and U.S. dollar movementsThis episode closes with a sobering reminder about debt, currency, and long-term stability.

China Desk
Ep. 97 - Deterring War with China: Taiwan Strategy & U.S. Power w/Eyck Freymann

China Desk

Play Episode Listen Later Apr 14, 2026 44:52


Taiwan is often framed as a binary choice: surrender it to China or risk World War III. But is that really the full picture? In this episode of The China Desk, host Steve Yates is joined by Eyck Freymann, Hoover Fellow at Stanford University and author of Defending Taiwan: A Strategy to Prevent War with China, to break down a more realistic — and more strategic — approach to one of the most dangerous flashpoints in the world today. Freymann explains why the traditional debate around Taiwan is deeply flawed, arguing that the real challenge is not choosing between peace and war, but building a credible strategy that prevents conflict altogether while protecting core U.S. interests. Drawing from his research and global experience, Freymann outlines how the Chinese Communist Party approaches power differently than Western governments — integrating military, economic, technological, and political tools into a single, coordinated strategy. He argues that the United States must respond in kind, or risk being outmaneuvered without a shot being fired. A central focus of the conversation is deterrence — and why military strength alone is no longer enough. Freymann lays out a broader framework that includes political alignment, technological leadership, economic strategy, and alliance coordination as essential pillars for preventing conflict. The conversation also covers: • Why Taiwan is the “keystone” in China's global ambitions • The difference between the Chinese people and the CCP • How China uses gray-zone tactics short of war (quarantine, coercion) • Why military deterrence alone is no longer sufficient • The role of alliances in shaping China's decision-making • How AI and semiconductor dominance factor into national security • Why U.S. technological leadership is critical to deterrence • The risks of economic “mutually assured destruction” with China • What “avalanche decoupling” means — and why gradual separation matters • How global perception and international opinion shape outcomes • The importance of preparing for a post-crisis global order Freymann also challenges the assumption that economic interdependence will prevent conflict, warning that it may actually deter the United States more than China if policymakers are unprepared for the consequences of escalation. The discussion ultimately points to a narrow but critical path forward: maintaining deterrence through strength, coordination, and strategic clarity — while avoiding unnecessary provocation that could accelerate conflict. 00:00 — Intro + Eyck Freymann joins the China Desk 00:31 — Background, education, and early interest in China 03:15 — First-hand experience in China and CCP vs Chinese people 08:05 — How the CCP approaches strategy and power differently 09:48 — The flawed “war vs surrender” Taiwan debate 11:47 — Why Freymann wrote Defending Taiwan 13:49 — U.S. strategic interests at stake in Taiwan 16:31 — Why Taiwan is the “keystone” in China's ambitions 17:34 — Rethinking deterrence beyond military power 19:17 — Political deterrence explained 20:45 — China's “gray zone” tactics: quarantine and coercion 23:13 — Why global opinion and allies matter in a crisis 27:09 — Technological leadership, AI, and strategic competition 31:55 — Strategic stability: nuclear, cyber, and space domains 33:18 — Why economic deterrence may fail 35:01 — “Avalanche decoupling” and supply chain strategy 37:15 — Why economic interdependence can deter the U.S. 40:25 — Rebuilding a stronger global economic system 41:15 — Freymann's 60-second strategy for U.S. leadership 43:26 — Where to find the book + closing Watch Full-Length Interviews: https://www.youtube.com/@ChinaDeskFNW

The Long Term Investor
What Actually Drives Stock Prices? Sam Ro on Earnings, Valuations, and Market Noise (EP.249)

The Long Term Investor

Play Episode Listen Later Mar 25, 2026 47:43


Get updates for my new book: https://Theperfectportfoliobook.com  -----  Sam Ro returns to The Long Term Investor to help make sense of the headlines, valuations, and market narratives that so often distract investors from what matters most. This conversation is a timely reminder that while the story changes every week, the long-term drivers of returns—especially earnings and business fundamentals—still do most of the heavy lifting. Listen now and learn: ► Why earnings remain the most important long-term driver of stock prices ► What elevated valuations do and do not tell us about future returns ► Why U.S. stocks have outperformed and what could shift that leadership ► How to separate hard data, soft data, and media narratives when evaluating markets   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)   Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

Excess Returns
The Widest Valuation Gap in History | Rob Arnott on What Investors Are Missing About AI

Excess Returns

Play Episode Listen Later Mar 5, 2026 63:04


Rob Arnott returns to Excess Returns to discuss the biggest questions facing investors today, including the impact of geopolitical conflict, the valuation gap between U.S. and international markets, the long-term investment implications of artificial intelligence, and why extreme spreads between growth and value may present major opportunities. Arnott, founder of Research Affiliates and pioneer of fundamental indexing, explains why AI itself is not necessarily a bubble but many AI stocks may be priced for implausible growth. He also discusses why small cap and value stocks may offer some of the most compelling long-term opportunities in decades, how market narratives drive valuations, and why diversification beyond the U.S. could be critical for investors. Throughout the conversation, Arnott draws on decades of market history to explain how bubbles form, why profit margins tend to mean revert, and how investors should think about positioning portfolios for the next market cycle.Topics covered in this episode:• Why Rob Arnott believes AI is real but many AI stocks may be in a bubble• How market narratives can push valuations far beyond fundamentals• Why U.S. stocks trade at roughly twice the valuation multiples of international markets• The widening valuation gap between growth and value stocks• Why small cap stocks may be one of the most attractive opportunities today• The massive capital spending required to build the AI ecosystem• How technological revolutions historically destroy jobs but create new opportunities• Why investors should learn to use AI tools to remain competitive• The definition of a market bubble based on implausible growth expectations• Lessons from the dot-com bubble and the history of dominant technology companies• Why profit margins tend to mean revert over time• The long-term outlook for international stocks and diversification• How fundamental indexing works and why it can create rebalancing alpha• The concept of the “Trifecta” approach combining value, core indexing, and growth• The risks of conglomerate premiums and the diversification discount• Why the largest companies in the market rarely remain dominant over long periods• How investors should think about balancing growth exposure with cheaper opportunitiesTimestamps:00:00 AI vs AI Stocks: Why Arnott Sees a Bubble00:01 Introduction to Rob Arnott and Research Affiliates02:13 The Iran Conflict and How War Impacts Markets06:41 U.S. Valuations vs International Opportunities08:50 The Extreme Spread Between Growth and Value10:00 The Small Cap Opportunity and Index Effects13:08 The Citrini AI Paper and Long-Term Technology Shifts14:09 How Technological Revolutions Destroy and Create Jobs16:00 How AI Is Already Changing Investment Research20:00 Why AI Tools Are Still Losing Money23:40 How Investors Should Think About AI Exposure25:21 Arnott's Definition of a Market Bubble27:41 Lessons from the Dot-Com Bubble28:34 Profit Margins and Mean Reversion30:34 Technology Moats and Competitive Disruption32:12 Will Mean Reversion Still Work in Markets?36:02 The Case for International Stocks41:39 The Trifecta: A New Framework for Indexing51:15 Why Expensive Slow-Growth Companies Underperform56:25 Conglomerate Premiums and Mega Cap Tech57:00 The Long-Term Case for Value and Small Caps01:00:00 Why Market Leaders Rarely Stay on Top

Columbia Broken Couches
Khamenei is DE*D — But Trump's REAL plan for US-Iran war is..... - Ankit Avasthi

Columbia Broken Couches

Play Episode Listen Later Mar 1, 2026 85:00


Welcome to PGX: Raw & RealPGX: Raw & Real is simple. I sit with people who've lived through something and/or made it big.This isn't meant to be inspiration or a template for life (for that, you can check out PGX Ideas).This space is different. It's their story, as they experienced it.In this episode, I spoke to Ankit Avasthi — educator & news analyst (ex-civil servant, IIT Kanpur alum)Timestamps:00:00 - Intro01:01 - Why Is Iran Getting Bombed04:45 - Downfall of Iran06:31 - Mastermind of Gaza Conflict07:59 - Trump's Real Estate11:43 - Strategic Islands Of The World13:32 - Why U.S.A Wants Greenland6:13 - Fake Students Revolutions19:51 - Who Was Epstein21:28 - NRI Workforce = Glorified Labour26:54 - Narrative War29:06 - U.S.A Is The Only Superpower33:29 - Secrets Of Aliens & Area 5143:04 - Israel = Extended USA45:52 - P.M Modi's role in Israel V/S Iran54:46 - Who Will Replace Khamenei59:08 - Indian Soft Power1:02:58 - Afghanistan V/S Pakistan1:12:08 - MOSSAD's Surgical Strike1:18:17 - Epstein Files1:23:47 - Thank YouEnjoy.— Prakhar

3four3 FM
#416 – Winning Matters! Jimmy Obleda on Mentality and American Soccer’s Soft Culture

3four3 FM

Play Episode Listen Later Feb 26, 2026 108:14


Jimmy Obleda on Keeping Your Coaching Values, Restoring Competitiveness, and Why U.S. Soccer Is Soft In episode 416, we talk with nationally renowned Uruguayan American coach Jimmy Obleda about staying true to your values, refusing to compromise standards, and not “selling your soul” to parents, players, clubs, or owners. Using Tab Ramos's comparison of Uruguay […]

Excess Returns
The Global Regime Change | Jason Hsu on AI, Factor Investing and What Investors Miss About China

Excess Returns

Play Episode Listen Later Feb 19, 2026 63:04


In this episode of Excess Returns, Jason Hsu returns for a wide-ranging conversation on China's economy, the global AI race, emerging markets, factor investing, and what the next phase of globalization could mean for U.S. investors. We explore how China's fiercely competitive domestic capitalism contrasts with common Western narratives, why AI could reshape professional services the way globalization reshaped manufacturing, and how investors should think about portfolio allocation in a shifting G2 world.This discussion covers China manufacturing dominance, Chinese EV competition, U.S. vs. China AI strategy, emerging markets investing, factor investing in inefficient markets, and how machine learning is changing quantitative portfolio management.Main topics coveredWhy U.S. investors misunderstand China's economic system and the role of competition inside its domestic marketHow China became the world's manufacturing powerhouse and what that means for tariffs and trade warsThe Chinese government's role as a venture-style capital allocator rather than a central plannerThe real estate reset in China and the shift toward technology, AI, and advanced manufacturingAI as the next wave of globalization and its impact on professional services and labor marketsWhether the U.S. vs. China AI competition is truly winner-take-allCapital expenditure intensity in the U.S. vs. capital efficiency and open-source innovation in ChinaU.S. exceptionalism, G2 geopolitics, and portfolio diversification beyond a U.S.-centric allocationWhy emerging markets ex-China may differ from China tech exposureThe case for separating China from emerging markets in asset allocationThe concept of China as an alpha reservoir due to retail-driven market inefficienciesWhy traditional value and factor strategies have struggled in the U.S. but still work in ChinaHow machine learning and AI are changing quantitative investing and factor constructionThe launch of CNQQ and accessing large-cap China technology exposureTimestamps00:00 China as the world's factory and the role of fierce internal competition01:02 Why U.S. investors misunderstand China's economy03:48 Is China capitalist despite the Communist Party label05:33 The government as a VC-style investor rather than central planner07:45 China EV competition and manufacturing dominance09:23 Tariffs, trade leverage, and manufacturing monopoly dynamics12:18 China's bear market and valuation opportunity13:59 The real estate reset and shift toward productive capital16:00 AI as the next wave of globalization18:01 Labor force participation and economic disruption from AI19:46 Jobs that may survive in an AI-dominated world22:00 Is U.S. vs. China AI a winner-take-all battle24:13 Chip restrictions and long-term innovation incentives26:54 Capital efficiency in China vs. heavy AI capex in the U.S.29:27 Rebalancing away from U.S.-centric portfolios31:18 The end of U.S. exceptionalism and the move toward a G2 world34:00 How endowments approach U.S., developed, and emerging markets36:35 CNQQ and accessing China large-cap technology40:45 China as the great alpha reservoir45:49 The future of factor investing in efficient vs. inefficient markets49:06 Machine learning, factor decay, and next-generation quant strategies55:17 Can AI replace active portfolio managersIf you enjoy deep conversations on global markets, AI investing, China technology, emerging markets, and quantitative strategies, make sure to subscribe to Excess Returns for more interviews with leading investors and thinkers.

The China-Global South Podcast
US and China Take Divergent Paths in the New West Asia

The China-Global South Podcast

Play Episode Listen Later Feb 17, 2026 45:13


The United States and China are pursuing sharply different strategies in a region that is no longer best understood as the "Middle East," but as part of a broader Asian-centered geopolitical system historically described as "West Asia." This vast region stretches from countries along the Western Pacific and the Indian Ocean, all the way to the Eastern Mediterranean. While the U.S. remains the undisputed military hegemon in this theater, China is steadily becoming the indispensable economic power, providing access to vast pools of capital, new technology, and expanding trade. Mohammed Soliman, a senior fellow at the Middle East Institute and a director at the geopolitical advisory firm McLarty Associates, joins Eric from Washington, D.C., to discuss his new book that explores how the U.S., China, and other powers are adapting to this new expanded view of the Middle East known as "West Asia." Purchase the book: West Asia: A New American Grand Strategy in the Middle East by Mohammed Soliman

CNBC’s “Money Movers”
NY Fed Report of Consumer Debt, Hasbro CEO on Earnings, The Tale of Two AI Markets 2/10/26

CNBC’s “Money Movers”

Play Episode Listen Later Feb 10, 2026 43:33


Breaking this hour: The New York Fed publishing its most recent report, showing the nation's household debt jumped in Q4 to $191B. Student loans playing a large part of the equation. Then the CEO of Hasbro joins the show with his first interview post-earnings, the stock doubling over the past two years. And a look at the tale of two AI markets. Why U.S. and Chinese markets have been having very different reactions to the latest AI advancements. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitcoin Magazine
Banks vs Coinbase: The Fight Over Stablecoins & Crypto Market Structure | Bitcoin Policy Hour Ep. 25

Bitcoin Magazine

Play Episode Listen Later Jan 21, 2026 56:12


Why are banks fighting stablecoin yield and why does it matter for Bitcoin? Zack Shapiro, Ken Egan, and Zack Cohen, break down the political battle unfolding in the U.S. Senate and why Coinbase's opposition could derail market structure reform in the latest Senate bill. From developer protections to self-custody rights, this episode explores what's at stake for the future of Bitcoin in the United States.

The CJN Daily
A Senate committee has wrapped up a study of Canada's antisemitism problem. Why one Senator calls some witnesses problematic

The CJN Daily

Play Episode Listen Later Jan 16, 2026 28:52


The Senate didn't attract much attention last month, when, on Dec. 8, the Standing Committee on Human Rights wrapped up its public hearings about antisemitism. Over the course of a full year they held eight meetings, heard from over 40 witnesses and received about 37 briefs. Now the senators and staffers are drafting their report. But while communal Jewish leaders welcome the Senate's attention to antisemitism, they maintain they don't need another study that gathers dust on the shelves. Lawmakers have a mandated deadline of the end of 2026 to release the report—but one committee member, Senator Leo Housakos, the leader of the Conservative party in the Senate, wants the final document of non-binding recommendations to come out much sooner. He believes it is urgent to convince the Carney government to tackle “a terrible crisis, and we need action quickly to start protecting our Jewish community.” Housakos feels he represents the voice of Canada's mainstream Jewish community on the nine-member permanent committee, which currently lacks any Jewish senators. Four of those committee members, including the chair, have either signed open letters critical of Israel's conduct in Gaza, or spoken about it in the Senate. Housakos wasn't thrilled by some of the anti-Zionist witnesses nvited to testify. He clashed with one witness, who said any groups that support the State of Israel should be destroyed. He also frowned on those who urged Canada to scrap the current IHRA definition of antisemitism, which the government adopted in 2019. The committee also heard that antisemitism is being exaggerated and in some cases, carried out by Jews on themselves. On today's episode of The CJN's North Star podcast, Senator Leo Housakos joins host Ellin Bessner to explain his urgent priorities for the expected antisemitism report. Related links Take a deep dive into the  Senate's hearings on antisemitism , which wrapped up Dec. 9, 2025. Why U of T professor Robert Brym told the Senate committee studying antisemitism they had been given “weaponized” information from some anti-Zionist witnesses, on  North Star . Read what the House of Commons committee studying antisemitism recommended in its report on antisemitism in Canada, published in Dec. 2024, in  The CJN . Credits Host and writer: Ellin Bessner info@thecjn.ca Production team: Zachary Kauffman (senior producer), Michael Fraiman (executive producer) Music: Bret Higgins Support our show Subscribe to The CJN newsletter Subscribe to North Star https://thecjn.ca/arts/podcast-how-to/ Watch our podcasts on YouTube. https://www.youtube.com/user/CanadianJewishNews Donate to The CJN + get a charitable receipt https://www.youtube.com/user/CanadianJewishNews

Retire In Texas
What Is the 2026 Market Outlook According to Wall Street?

Retire In Texas

Play Episode Listen Later Jan 14, 2026 20:09


In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down what Wall Street's biggest firms are predicting for 2026 - and what it could mean for your portfolio. After reviewing market outlooks from BlackRock, Goldman Sachs, Schwab, Pimco, and more, Darryl shares a curated summary of the trends shaping the year ahead. From stock valuations and artificial intelligence to bonds, global markets, inflation, and alternative investments, this episode cuts through the noise to highlight key points that could matter for long-term investors. Drawing from industry research and real-world context, Darryl walks through where opportunity may exist, where risks are building, and why diversification and thoughtful strategy matter more than ever in today's market environment. Key highlights of the episode include: ·       Why U.S. stocks are historically expensive - and what that means for future returns. ·       How artificial intelligence is driving massive investment and reshaping global markets. ·       What falling interest rates could mean for bonds and fixed income strategies. ·       Why international markets like Japan and Germany are gaining renewed attention. ·       How inflation, tariffs, and policy decisions may influence market stability. ·       The growing role of real assets, infrastructure, and alternative investments. If you've been wondering how to position your portfolio for 2026, this episode offers a clear framework for thinking through risk, opportunity, and long-term strategy. Whether you're concerned about market volatility, curious about AI's impact, or simply want a better understanding of what's ahead, Darryl provides perspective to help you make more informed decisions. For more insights and to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. If you found this episode helpful, consider sharing it with someone who's thinking about their financial strategy for the year ahead. Resources:  www.blackrock.com/corporate/literature/whitepaper/bii-global-outlook-2026.pdf www.pimco.com/us/en/insights/charting-the-year-ahead-investment-ideas-for-2026 https://www.schwab.com/learn/story/stock-market-outlook https://am.gs.com/en-us/advisors/insights/article/investment-outlook www.capitalgroup.com/advisor/pdf/shareholder/MFCPBR-099-1046320.pdf

Hub Dialogues
The Iran protests and the deafening sound of silence

Hub Dialogues

Play Episode Listen Later Jan 14, 2026 18:42


Hub Headlines features audio versions of the best commentaries and analysis published daily in The Hub. Enjoy listening to original and provocative takes on the issues that matter while you are on the go.   0:19 - The Iran protests and the deafening sound of silence, by Stephen Staley   8:21 - Disabled Canadians deserve more support from a stingy federal government, by Renze Nauta and Taylor Jackson   13:43 - Why U.S. intervention in Venezuela will fail and test Canada's diplomatic independence: Former ambassador to Venezuela, by The Hub Staff   This program is narrated by automated voices. To get full-length editions of popular Hub podcasts and other great perks, subscribe to the Hub for only $2 a week: https://thehub.ca/join/hero/   Subscribe to The Hub's podcast feed to get all our best content: https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify) Watch The Hub on YouTube: https://www.youtube.com/@TheHubCanada The Hub on X: https://x.com/thehubcanada?lang=en   CREDITS: Alisha Rao – Producer & Sound Editor   To contact us, sign up for updates, and access transcripts, email support@thehub.ca

The Tara Show
Trump's Venezuela Gambit: Legal Blockade, Oil Power & 15-Dimensional Chess ♟️

The Tara Show

Play Episode Listen Later Jan 9, 2026 10:25


Never has so much been misunderstood by so many. In this episode, we break down what President Trump is actually doing in Venezuela—and why claims of “war” completely miss the point. From legally enforced sanctions and naval blockades to collapsing Venezuelan oil production and China's growing energy crisis, this may be one of the most consequential geopolitical maneuvers of our lifetime. This isn't regime change by bombs. It's power through courts, sanctions, energy leverage, and economic reality—executed entirely within the law. Is Trump building his own version of OPEC? Is China being economically cornered? And why does Venezuela suddenly have no choice but to comply? This is next-level strategy—and almost nobody is explaining it correctly.

Wealthion
Wealthion's Best Of 2025: Arthur Hayes — Bitcoin Will Soar as Money Printing Won't Stop!

Wealthion

Play Episode Listen Later Jan 2, 2026 41:22


As we close out the year and head into the holidays, we're revisiting some of the most impactful conversations from Wealthion in 2025. Whether you're watching for the first time or revisiting it with fresh perspective, we hope you enjoy. All the best for a happy, healthy, and prosperous New Year!

Chat By The Pitch
Ted Kroeten: The Future of U.S. Soccer Through Joy of the People

Chat By The Pitch

Play Episode Listen Later Jan 1, 2026 45:58


In Part 2, Ted Kroeten goes deeper into the mechanics of free play, why traditional training misreads how kids actually learn, and how small-sided chaos builds problem-solvers, communicators, and creators. From one-v-one misconceptions to futsal culture, mixed-age environments, and why American kids rarely get “underload” time, Ted explains what the U.S. must rethink to compete globally.He also breaks down what parents can actually do to bring joy and development back into their child's soccer life — even without a Joy of the People program nearby.This conversation is a blueprint for the next 10–15 years of American soccer… if we're willing to go “down the mountain” before climbing higher.Key Talking Points• Why 1v1 isn't the holy grail — and why 2v2 teaches the real language of soccer• What small-sided games unlock: communication, deception, decision-making• The concept of overload vs underload and how it shapes development• Why futsal, SALs, barefoot play, and alternate balls accelerate creativity• The danger of top-down coaching and why talk-heavy models block learning• How kids self-regulate, self-officiate, and learn conflict resolution in real play• Why U.S. kids lack free play opportunities — especially girls• The global shift toward small-sided formats and why the U.S. is behind• How parents can build play cultures at home, in neighborhoods, and in friend groups• Ted's vision for the U.S. over the next 10–15 years — and why a “Play Revolution” is comingQuotes from Ted Kroeten• “Kids don't want to learn soccer — they want to be with their friends. The learning is a byproduct.”• “One-v-one doesn't really exist. Two-v-two teaches the real communication of the game.”• “If a kid knows how they learned it, it can be hacked. If they learned it unconsciously, it can't.”• “Small-sided, uncoached play is where the language of the game is spoken.”• “Friends must come before skills. Trust must come before competition.”• “We don't need more performance — we need more joy.”Episode Chapters00:00 — Why 1v1 Is Misunderstood in Player Development03:45 — 2v2 and 3v3: Where the Language of Soccer Lives07:30 — Small-Sided Chaos and Real Decision-Making11:15 — Overload vs Underload: Reading Kids, Not Results15:30 — Why Futsal Changes How Players Think19:30 — Mixed-Age Play and Learning From Older Kids23:30 — When Performance Kills Joy and Creativity27:45 — Kids Who Love Winning vs Kids Who Love Playing31:45 — Parents, Pressure, and the Loss of Free Play36:00 — Why U.S. Soccer Develops Too Early, Too Fast40:30 — Self-Regulation, Conflict, and Social Learning in Play44:30 — Building Play Environments Without a Club48:45 — What Coaches Talk Too Much About52:45 — Peak Height Velocity and Developmental Timing57:00 — Why Free-Play Kids Struggle Early but Thrive Later1:01:15 — Failing First to Build Better Players1:05:30 — The Next 10–15 Years of American Soccer1:09:30 — A Call to Trust Kids and Protect PlayConnect with Ted / Joy of the People

The Green Hour
Summit Series '25: Mark Viso, CEO of Food for the Hungry, Inc.

The Green Hour

Play Episode Listen Later Dec 19, 2025 12:54


Excess Returns
The Water No One Can See | Graeme Foerster on Six Courageous Questions for 2026

Excess Returns

Play Episode Listen Later Dec 6, 2025 60:11


In this episode of Excess Returns, Graeme Forster of Orbis joins us to discuss two major research papers: Six Courageous Questions for 2026 and Sunrise on Venus. We explore how long-running global trends may be reversing, what that means for U.S. dominance, the future of international and emerging markets, the risks and opportunities created by AI and massive CapEx spending, the dollar's shifting role, and how investors should think about valuation, humility, and navigating a world where the economic “water” is changing. This conversation is packed with global macro insight, long-term investing lessons, and practical frameworks for building more resilient portfolios. Topics Covered:• Why long-term market “water” becomes invisible to investors• Self-reinforcing global cycles and how China's WTO entry reshaped the world• Signs the 25-year U.S. outperformance cycle may be breaking• How tariffs, political shifts, and corporate reforms change the global landscape• Why international and emerging markets may now offer better expected returns• Why U.S. large caps are not the entire story of American exceptionalism• How to think about valuation, margins, and discounted cash flow models across markets• The AI boom, bubbles, capital cycles, and asymmetric outcomes• How AI CapEx constraints influence winners and losers• The shifting role of the U.S. dollar and why market shocks may behave differently• Maslow's hierarchy, needs vs. wants, and the return of state-driven capital investment• Deglobalization, reshoring, and the national-security lens for investing• How to evaluate China and Taiwan inside emerging markets• Why humility is an investor's greatest edgeTimestamps:00:00 Introduction01:02 Why Orbis wrote Six Courageous Questions for 202603:44 The David Foster Wallace “water” analogy and investing06:12 How a 25-year self-reinforcing cycle powered U.S. outperformance10:12 Signs the cycle may be breaking12:00 Corporate reform and opportunity in Asia13:55 Why active share, benchmarking, and incentives distort investor behavior17:31 Decomposing S&P 500 returns: margins, valuations, fundamentals20:20 Expected returns inside and outside the U.S.22:34 Why international stocks offer richer opportunity sets24:25 Currency implications and weakening dollar dynamics26:18 American exceptionalism beyond the top 10 mega caps28:49 Where Orbis is finding value today30:25 Biotech, healthcare, and post-COVID dislocation31:05 How Orbis thinks about valuation in an intangible-heavy world32:09 Is AI a bubble or the beginning of something bigger?34:30 Game theory of AI CapEx and right-tail outcomes36:00 CapEx cycles, history, and who benefits38:00 Indirect AI beneficiaries and the SK Square example40:35 Maslow's hierarchy and the shift from wants to needs42:32 Deglobalization, national security, and domestic reinvestment44:00 Capital returning to home markets and strategic industries46:00 Can anything reverse these structural trends?48:00 Balancing bottom-up investing with macro awareness49:45 The deeper risk in emerging markets: owning vs. avoiding51:00 Valuation still matters for long-term returns52:29 Corporate behavior, dividends, and re-rating cycles53:52 How Orbis views China vs. bottom-up opportunity55:34 Why great investors must be right 90–95% of the time in decision quality58:00 One lesson Graeme would teach the average investor

The Jay Martin Show
Jeff Sachs: America's Single Biggest Weakness Is Not What You Think

The Jay Martin Show

Play Episode Listen Later Dec 6, 2025 62:53


In this episode, Jeffrey Sachs joins me to break down some of the most pressing geopolitical issues facing America today. Alongside that, we get into the failures of regime-change strategy, the myth of China's “10-year collapse,” and what long-term planning actually looks like in a functional economy. Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26. Tickets: https://VRICMedia.com Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Why the Caribbean Just Became a Flashpoint 05:12 – Guyana's Oil & the Regional Power Shuffle 06:05 – Why the Narco Narrative Doesn't Hold Up 09:38 – Cuba, Russia & the Return of Great-Power Posturing 11:35 – U.S. Hegemony and the New Monroe Doctrine 16:19 – Is America Actually Under Threat? 20:14 – Why Regime Change Fails 25:57 – Debunking the China Demographic Collapse Thesis 29:33 – Inside China's Robot-Driven Manufacturing Boom 38:05 – Why U.S. Re-Industrialization Will Be Inflationary 46:20 – How Democracies Could Plan Long Term 50:29 – The Collapse of Honest Governance 53:16 – China's Deep Planning System vs. U.S. Short-Termism 56:49 – China's Real Vulnerabilities 58:25 – The Meritocratic Engine Behind China's Leadership Copyright © 2025 Cambridge House International Inc. All rights reserved.

美轮美换 The American Roulette
069 | 以读攻读×美轮美换:特朗普都要成为“帝王总统”了,怎么就没人能管管他

美轮美换 The American Roulette

Play Episode Listen Later Dec 1, 2025 112:17


【聊了什么】 特朗普总统的第二任期已经过去了一年,在这一年之中,美国政治是一如既往的精彩。特别是特朗普本人,不管是在内政还是外交上,都以一种不可置疑的方式,不停地发出各种指令,改变着美国。更重要的是这一系列的操作似乎并没有受到太大的阻力。如今他看起来并不是民选国家的领导人,更像是一个专制独裁国家的君主,不受到任何的约束。 为什么会出现这样的情况?这是只会发生在特朗普身上的个例,还是背后有着更深层次的原因。为什么美国总统们的权力会越来越大,民主党和共和党对于总统制的理解有何不同。为什么对于特朗普的反制措施都没有取得效果。本期节目,我们从小阿瑟•M.施莱辛格《帝王总统》出发,来试图给这一系列的问题作出解答。 本期节目为talich在《以读攻读》的串台,欢迎在各平台关注《以读攻读》。 【支持我们】 如果喜欢这期节目并希望支持我们将节目继续做下去: 也欢迎加入我们的会员计划: https://theamericanroulette.com/paid-membership/ 会员可以收到每周2-5封newsletter,可以加入会员社群,参加会员活动,并享受更多福利。 合作投稿邮箱:american.roulette.pod@gmail.com 【时间轴】 04:39 今天有多少美国人觉得特朗普的权力过大了 05:59 美国国父们设计总统制的初衷 09:37 总统制与当时其他国家领袖制度的对比 13:14 美国制宪会议上如何划分总统的权力 19:03 美国总统为什么想要扩张自己的权力 22:20 为什么外交领域成为了总统扩权的突破口 26:54 20世纪,美国成为行政国家的过程 33:18 行政国家的形成为什么给了总统更大的权力 37:32 总统竞选模式的改变导致了总统候选人有了更大的话语权 42:08 罗斯福和尼克松是如何扩张总统的权力 54:15 总统如何通过任命政务官加强自己权力 58:12 美国各界对于总统扩权的态度 1:01:05 Loper 案推翻 Chevron Deference 1:02:00 政治科学家对于总统权力的看法 1:11:45 70年代开始,共和党开始推行的“单一行政权理论” 1:16:33 法律上的原教旨主义如何支持“单一行政权理论” 1:30:19 美国政治中的总统周期理论 1:36:36 特朗普政府如何通过实践扩大自己的权力(针对法院的策略等) 1:40:05 “帝王总统制”的未来走向 1:51:01 选民认知对未来美国政治走势的影响 【我们是谁】 美轮美换是一档深入探讨当今美国政治的中文播客。 我们的主播和嘉宾: Talich:美国政治和文化历史爱好者 《以读攻读》主播: 黄哲成:《现代主义文学百年》《深焦 DeepFocus Radio》《以读攻读》主播 【 What We Talked About】 It has been one year since the start of President Trump's second term, and American politics has been as dramatic as ever. Trump himself, in particular, has been reshaping the United States—both domestically and internationally—by issuing directives with an air of absolute authority. More importantly, these actions seem to have met with little significant resistance. Today, he appears less like the leader of a democracy and more like the monarch of an autocratic regime, operating without restraint. Why is this happening? Is this a phenomenon unique to Trump, or are there deeper underlying causes? Why has the power of the U.S. presidency continued to expand? How do Democrats and Republicans differ in their understanding of the presidential system? And why have all attempts to check Trump's power failed to result in any change? In this episode, taking Arthur M. Schlesinger Jr.'s The Imperial Presidency as our starting point, we attempt to answer these questions. Note: This is a crossover episode featuring talich on Yi Du Gong Du. Please follow "Yi Du Gong Du" on your favorite podcast platforms. 【Support Us】 If you like our show and want to support us, please consider the following: Join our membership program: https://theamericanroulette.com/paid-membership/ Support us on Patreon: www.patreon.com/americanroulette Business Inquiries and fan mail: american.roulette.pod@gmail.com 【Timeline】 04:39 How many Americans today believe Trump has too much power? 05:59 The Founding Fathers' original intent in designing the presidency. 09:37 Comparing the presidency to other leadership systems of that era. 13:14 How presidential powers were defined at the Constitutional Convention. 19:03 Why U.S. presidents seek to expand their power. 22:20 Why foreign policy became the gateway for expanding presidential authority. 26:54 The 20th Century: The process of America becoming an "Administrative State." 33:18 Why the rise of the Administrative State empowered the presidency. 37:32 How changes in campaigning increased the influence of presidential candidates. 42:08 How Roosevelt and Nixon expanded presidential power. 54:15 Strengthening power through political appointments. 58:12 Reactions across various sectors to the expansion of executive power. 1:01:05 Loper Bright and the overturning of Chevron deference. 1:02:00 Political scientists' views on presidential power. 1:11:45 The "Unitary Executive Theory" pushed by the Republican Party since the 1970s. 1:16:33 How legal Originalism supports the "Unitary Executive Theory." 1:30:19 The theory of presidential cycles in American politics. 1:36:36 How the Trump administration expanded power through practice (strategies against the courts, etc.). 1:40:05 The future trajectory of the "Imperial Presidency." 1:51:01 The impact of voter perception on the future of U.S. politics. 【Who We Are】 The American Roulette is a podcast dedicated to helping the Chinese-speaking community understand fast-changing U.S. politics. Our Hosts and Guests: Talich:Aficionado of American politics, culture, and history Host of Yi Du Gong Du: Huang Zhecheng: An interesting but useless person, doing interesting but useless things. (Douban: @hzcneo)

Supply Chain Now Radio
The Buzz: Why U.S. Imports From China Are Plummeting — and What It Means for 2026

Supply Chain Now Radio

Play Episode Listen Later Nov 28, 2025 54:02


The future of supply chain is accelerating, and on today's episode of Supply Chain Now, hosts Scott Luton and Allison Giddens are unpacking the global trends, disruptions, and economic shifts shaping what's next for leaders everywhere. From declining imports to AI's growing pains, this episode cuts through the noise to bring clarity to fast-moving industry headlines. Welcome to The Buzz, powered by OMP!Scott and Allison dive into the biggest stories impacting supply chains today — and the ripple effects businesses need to prepare for.Together, they discuss:

FreightCasts
Bring It Home | Reindustrialization? Stagnation and dynamism in the U.S. industrial economy

FreightCasts

Play Episode Listen Later Nov 14, 2025 28:46


JP Hampstead gives a presentation to shippers about what macroeconomic data tells us about production, employment, productivity, and the prospects for reindustrialization at FreightWaves' Future of Freight Festival in Chattanooga, TN. In this episode JP covers: - Why U.S. manufacturing output hasn't recovered since the Great Recession - The surprising role of energy production in “industrial growth” - How offshoring reshaped America's productivity curve - Why AI is now the largest driver of U.S. energy demand - Whether the big White House manufacturing announcements are real - Why nuclear power is surging back - How productivity gains reshape the workforce (100 years of data) - What the U.S. must fix to get industrial production unstuck Subscribe to the Newsletter Subscribe to the Bring It Home YouTube Channel #BringItHome #FreightWaves #Manufacturing #Reindustrialization #SupplyChain #F3 Learn more about your ad choices. Visit megaphone.fm/adchoices

The LA Report
US DOT threatens pulling federal funding, Getting to next week's special election, Santa Anas come back today — Evening Edition

The LA Report

Play Episode Listen Later Oct 28, 2025 4:36


Why U.S. Transportation Secretary Sean Duffy says he'll pull some federal funding for California. How to get to the polls for free on the November 4th election. The Santa Anas are back, so our science reporter explains why the winds may make you feel a little weird. Plus, more from Evening Edition. Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comThis LAist podcast is supported by Amazon Autos. Buying a car used to be a whole day affair. Now, at Amazon Autos, you can shop for a new, used, or certified pre-owned car whenever, wherever. You can browse hundreds of vehicles from top local dealers, all in one place. Amazon.com/autosVisit www.preppi.com/LAist to receive a FREE Preppi Emergency Kit (with any purchase over $100) and be prepared for the next wildfire, earthquake or emergency! Support the show: https://laist.com

Arcadia Economics
Why U.S. Might Be Letting The Gold Price Rise

Arcadia Economics

Play Episode Listen Later Oct 24, 2025 11:55


Why U.S. Might Be Letting The Gold Price Rise When you think through a couple different specific events that have occurred, you can also almost start to get an idea of where this is headed. And to find out what the Trump administration might be planning with gold, and why the US might finally be letting the price rise, join us for this video at 4:30 PM eastern! - To get access to Luke's most recent Q&A in his Tree Rings service go to: https://fftt-treerings.com - To hear the sounds of Arcadia Music go to: https://goldandsilverdaily.substack.com/p/gold-and-silver-surge-again-as-powell - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 Google-https://podcasts.google.com/feed/aHR0cHM6Ly9teXNvdW5kd2lzZS5jb20vcnNzLzE2MTg5NTk1MjMzNDVz Anchor - https://anchor.fm/arcadiaeconomics Amazon - https://podcasters.amazon.com/podcasts Follow Arcadia Economics on these social platforms Twitter - https://twitter.com/ArcadiaEconomicSubscribe to Arcadia Economics on Soundwise

spotify donald trump gold price soundwise why u tree rings arcadia economics
Just Alex
Tylenol during pregnancy, vaccines & what really matters for your baby's health (with Dr. Ari Brown)

Just Alex

Play Episode Listen Later Oct 20, 2025 69:42


This week on Two Parents & A Podcast, we're joined by Dr. Ari Brown (board-certified pediatrician and author of the bestselling 411 book series) for a conversation about what truly matters for your baby's health. Dr. Brown brings decades of experience helping parents cut through the noise of modern parenting. In this episode, she shares evidence-backed guidance on pregnancy nutrition (what to eat and what to avoid), the latest research on Tylenol use during pregnancy, and the other lifestyle choices that actually influence your baby's development during pregnancy. (PLUS how to tell what's real medical advice versus internet myths.)  We also asked about newborn and toddler health — everything from Hep B shots and vitamin K right after birth to vaccines, breast milk versus formula, picky eating, and how to handle screen time for young kids. Science-based, judgment-free, and grounded in real pediatric expertise, this episode covers everything we (and you guys!!!) are genuinely curious about when it comes to keeping your baby healthy. Timestamps:  00:00:00 Welcome back to Two Parents & A Podcast! 00:00:30 Meet Dr. Ari Brown — board-certified pediatrician & author of the 411 book series 00:07:11 Pregnancy nutrition: best foods for baby growth + what to avoid 00:21:32 Tylenol & ibuprofen during pregnancy — what research says 00:25:16 How to separate real medical advice from internet noise 00:27:40 Medication for nausea, depression & anxiety in pregnancy 00:32:40 What lifestyle choices actually impact baby development 00:34:48 Newborn care in the hospital: Hep B, vitamin K & eye ointment 00:39:50 Vaccines explained — what every new parent should know 00:53:48 Why U.S. kids' health is declining (Dr. Brown's perspective) 00:55:07 Toddler nutrition 101: balanced meals & picky eaters 00:59:27 Breast milk vs formula — finding what works for your family 01:00:57 Screen time for kids — realistic guidelines for parents 01:04:27 Dr. Ari Brown's final thoughts on parenting today 01:06:16 Thanks for listening! #twoparentsandapod --------------------------------------------------------------- Thank you to our sponsors this week: *EveryPlate: Dig into flavor-packed meals your household will love. Go to https://www.everyplate.com/podcast and use code TWOPARENTS199 to get started. *Harbor: Restore your peace of mind with the only baby monitor designed to never fail you. Use code TWOPARENTS or go to https://www.harbor.co/TWOPARENTS for $50 off your order. *PAKA Apparel: For a limited time, you can get 20% off your first order at https://www.pakaapparel.com using code TWOPARENTS. *Hers: Whether you want to lose weight, grow thicker hair, or find relief for anxiety, Hers has you covered. Visit https://www.forhers.com/ALEX to get a personalized plan.Weight Loss by Hers is not available everywhere. Compounded products are not approved or reviewed for safety, effectiveness, or quality by the FDA. Prescription required. See site for details and restrictions. --------------------------------------------------------------- Listen to the pod on YouTube/Spotify/Apple: https://www.youtube.com/@twoparentsandapod https://open.spotify.com/show/7BxuZnHmNzOX9MdnzyU4bD?si=5e715ebaf9014fac https://podcasts.apple.com/us/podcast/two-parents-a-podcast/id1737442386 --------------------------------------------------------------- Follow Two Parents & A Podcast: Instagram | https://www.instagram.com/twoparentsandapod TikTok | https://www.tiktok.com/@twoparentsandapod Follow Alex Bennett: Instagram | https://www.instagram.com/justalexbennett TikTok | https://www.tiktok.com/@justalexbennett Follow Harrison Fugman: Instagram | https://www.instagram.com/harrisonfugman TikTok | https://www.tiktok.com/@harrisonfugman Find our guest: Website | https://www.draribrown.com/ Instagram | https://www.instagram.com/aribrownmd TikTok | https://www.tiktok.com/@aribrownmd Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Estate Experiment
Builder to Fund Manager: Syndications, Funds, and the Road to REITs with August Biniaz - Episode #345

Real Estate Experiment

Play Episode Listen Later Oct 18, 2025 81:33


Get the Midterm Rental Insurance Blueprint: https://experimentrealestate.com/#blueprintIn this powerful episode of In The Lab, Ruben sits down with August Biniaz, Co-Founder and Chief Investment Officer at CPI Capital, to unpack how he went from building homes in Canada to managing large-scale U.S. multifamily funds. August shares his journey from being a general contractor and developer to launching CPI Capital, a cross-border real estate private equity firm that bridges Canadian capital with U.S. opportunities.He breaks down the real roadmap for scaling in real estate—starting from joint ventures, to syndications, closed-end and open-ended funds with the road to ultimately launching a REIT. August also highlights why CPI shifted focus to U.S. markets like Tampa Bay and San Antonio, where rent control, entitlement speed, and yields outperform Canadian markets.Listeners will gain deep insights into capital raising, fund structuring, investor relations, and how credibility and reputation equity become key leverage points when scaling to institutional investors. Tune in now to learn how August's strategic evolution from builder to fund manager can help you structure smarter, scale faster, and raise with confidence.HIGHLIGHTS OF THE EPISODE:16:12 August talks about syndication21:48 August talks about progression from joint ventures to syndicationsKEEPING IT REAL:09:01 – Private equity structure explained17:12 – Syndications vs. funds overview20:45 – Managing investor expectations28:08 – The pivotal land assembly deal31:04 – Structuring partnerships and equity35:01 – Why U.S. over Canada45:01 – Launching CPI Capital51:03 – Navigating cross-border challenges55:21 – Entitlement timelines and delays59:09 – Partnering with experienced operators1:01:02 – Market focus: Tampa and San Antonio1:02:09 – Build-to-rent explained1:05:17 – Duplex strategy and investor returns1:07:01 – Raising from retail to institutions1:08:01 – The 30,000-door vision1:13:18 – From syndication to REITs1:16:02 – Final thoughtsCONNECT WITH THE GUESTWebsite: https://cpicapital.ca/LinkedIn: https://www.linkedin.com/in/augustbiniaz/#RealEstateInvesting #Syndication #REIT #PrivateEquity #Multifamily #BuildToRent #CommercialRealEstate #InstitutionalCapital #FundManagement #WealthBuilding #CrossBorderInvesting #CapitalRaising #FinancialStrategy

SunCast
858: This Nonprofit is Revolutionizing Solar Permitting | Nick Josefowitz

SunCast

Play Episode Listen Later Sep 26, 2025 32:42


Why is solar so expensive in the U.S.?Nick Josefowitz has the receipts—and a plan to fix it.In this episode, we dig into one of the largest hidden reasons rooftop solar costs $35,000+ for the average American homeowner (while in Australia it's closer to $6K). Spoiler: It's not the panels—it's the paperwork.Nick is the founder of Permit Power, a nonprofit laser-focused on making solar faster, cheaper, and easier to install by tackling the bottlenecks that most people overlook: permitting and interconnection. Drawing from his experience as both a C&I developer and public infrastructure policy leader, Nick shares how America's red tape turned rooftop solar into a bespoke luxury—and why that's about to change.If you've ever felt frustrated by utility interconnection delays, permit backlogs, or unnecessary installation costs, this is the episode that gives you hope—and tools.

The Podcast by KevinMD
Why U.S. health care pricing confusion demands bold solutions

The Podcast by KevinMD

Play Episode Listen Later Sep 22, 2025 18:38


Health care executive Ashish Mandavia discusses his article "Why U.S. health care pricing is so confusing—and how to fix it." Ashish explains how systemic misaligned incentives, opaque insurance practices, and weak enforcement drive up patient costs and mistrust in the health care system. He outlines the emotional and financial toll of surprise medical bills and argues for stronger accountability, technology-driven transparency, and shared responsibility across hospitals, insurers, providers, and patients. Ashish offers listeners practical takeaways, such as the role of digital tools in cost clarity, the need for enforcement that closes loopholes, and how patients can advocate for fairer, more predictable care. Our presenting sponsor is Microsoft Dragon Copilot. Microsoft Dragon Copilot, your AI assistant for clinical workflow, is transforming how clinicians work. Now you can streamline and customize documentation, surface information right at the point of care, and automate tasks with just a click. Part of Microsoft Cloud for Healthcare, Dragon Copilot offers an extensible AI workspace and a single, integrated platform to help unlock new levels of efficiency. Plus, it's backed by a proven track record and decades of clinical expertise, and it's built on a foundation of trust. It's time to ease your administrative burdens and stay focused on what matters most with Dragon Copilot, your AI assistant for clinical workflow. VISIT SPONSOR → https://aka.ms/kevinmd SUBSCRIBE TO THE PODCAST → https://www.kevinmd.com/podcast RECOMMENDED BY KEVINMD → https://www.kevinmd.com/recommended

a16z
Ben Horowitz: Why Hesitation is a CEO's Worst Enemy

a16z

Play Episode Listen Later Sep 12, 2025 95:38


In this conversation from Lenny's Podcast, Ben Horowitz joins Lenny to discuss the psychological muscle every founder needs, why hesitation can be fatal for CEOs, when it's time to replace a founder, and how to normalize failure while building confidence. They also explore the Databricks founding story, investing in Adam Neumann after WeWork, whether AI is in a bubble, where the real opportunities lie, and Ben's work with the Paid in Full Foundation supporting hip-hop pioneers. The result is a candid look at leadership, product management, and what it takes to build enduring companies. Timecodes: 00:00 Introduction 00:22 The Psychology of Leadership & Decision-Making02:41 Leadership lessons from Shaka Senghor07.56 Struggle, Pain, and Growth as a CEO 10:15 Running toward fear and why hesitation kills companies19:35 Who shouldn't start a company22:36 The Databricks story: thinking bigger24:54 Managerial leverage and CEO psychology28:06 When founders should be replaced as CEOs31:20 Normalizing failure for CEOs37:57 Counterintuitive lessons about building companies42:31 “Good Product Manager/Bad Product Manager”48:21 Product managers as leaders51:16 Why a16z invested in Adam Neumann after WeWork56:23 Is AI in a bubble?01:02:43 The biggest opportunities in AI01:12:51 Why U.S. leadership in AI matters01:18:53 The Paid in Full Foundation for hip-hop pioneers01:23:18 Lightning round: book recommendations, products, and life mottos Resources: Find Ben on X: https://x.com/bhorowitzFind Ben on LinkedIn: https://www.linkedin.com/in/behorowitz/Watch more of Lenny's Podcast: https://www.youtube.com/@LennysPodcastCheck out Lenny's newsletter here: https://www.lennysnewsletter.com Stay Updated: Find a16z on X: https://x.com/a16z Find a16z on LinkedIn: https://www.linkedin.com/company/a16z Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX?si=3E8B3qT9TyiwAHJ7JnaKbgListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://twitter.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Lenny's Podcast: Product | Growth | Career
$46B of hard truths from Ben Horowitz: Why founders fail and why you need to run toward fear (a16z co-founder)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Sep 11, 2025 97:59


Ben Horowitz is the co-founder of Andreessen Horowitz, Silicon Valley's largest and most influential venture capital firm, with over $46B in committed capital across multiple funds. He took Loudcloud public with just $2 million in revenue (dubbed “the IPO from hell”), sold it for $1.6 billion, and has backed companies from Facebook to Stripe to Airbnb to OpenAI to Databricks (now worth more than $100 billion). His management philosophy—forged through near-death experiences and refined through coaching hundreds of CEOs—contradicts most conventional startup wisdom.In our conversation, Ben shares:1. Why “founder mode” is half right and half dangerously wrong2. The story behind “Good Product Manager/Bad Product Manager” and why it went viral despite being written in anger3. Where the biggest AI startup opportunities remain4. Why you need to run toward fear, never away5. The one trait that predicts that a founder will fail as CEO6. Inside Paid in Full, Ben's nonprofit awarding pensions to pioneering hip-hop artists—Brought to you by:DX—The developer intelligence platform designed by leading researchers: http://getdx.com/lennyBasecamp—The famously straightforward project management system from 37signals: https://www.basecamp.com/lennyMiro—A collaborative visual platform where your best work comes to life: https://miro.com/lenny—Transcript: https://www.lennysnewsletter.com/p/46b-of-hard-truths-from-ben-horowitz—My biggest takeaways (for paid newsletter subscribers): ⁠https://www.lennysnewsletter.com/i/172439345/my-biggest-takeaways-from-this-conversation—Where to find Ben Horowitz:• X: https://x.com/bhorowitz• LinkedIn: https://www.linkedin.com/in/behorowitz/• Website: https://benhorowitz.com/• Andreessen Horowitz's website: https://a16z.com/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Ben Horowitz(04:09) Important leadership lessons from Shaka Senghor(10:15) Running toward fear and why hesitation kills companies(19:35) Who shouldn't start a company(22:36) The Databricks story: thinking bigger(24:54) Managerial leverage and CEO psychology(28:06) When founders should be replaced as CEOs(31:20) Normalizing failure for CEOs(37:57) Counterintuitive lessons about building companies(42:31) “Good Product Manager/Bad Product Manager”(48:21) Product managers as leaders(51:16) Why a16z invested in Adam Neumann after WeWork(56:23) Is AI in a bubble?(01:02:43) The biggest opportunities in AI(01:12:51) Why U.S. leadership in AI matters(01:18:53) The Paid in Full Foundation for hip-hop pioneers(01:23:18) Lightning round: book recommendations, products, and life mottos—References: https://www.lennysnewsletter.com/p/46b-of-hard-truths-from-ben-horowitz—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Unchained
Why Phantom Is Launching Perps + Why Bit Digital Ditched BTC for ETH - Ep. 866

Unchained

Play Episode Listen Later Jul 11, 2025 73:33


In the first half of this dual episode, Phantom co-founder Brandon Millman joins Unchained to break down why his Solana-first wallet is launching perpetual swaps, and why it chose to integrate with Hyperliquid over any Solana-native option. Then, Bit Digital's Sam Tabar explains why the public company ditched its profitable Bitcoin mining business, went all-in on ETH, and what happened when he told Michael Saylor. FalconX Sam Tabar, Chief Executive Officer of Bit Digital, Inc Brandon Millman, CEO and co-founder of Phantom Phantom Unchained: Phantom Wallet Launches Direct Perpetual Trading With Hyperliquid Phantom blog post: Introducing Phantom Perps Dragonfly's Austin Marrazza tweet Bit Digital The Block: Bit Digital swaps entire treasury into Ethereum, says it's now a top public ETH holder after a $173 million splurge Treasury companies Unchained:  These 4 Crypto Treasury Companies Are Primed for a Price Crash BitMine Crashes 39% After It Files to Raise $2 Billion for More ETH Timestamps: Phantom