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Oil Drops – Still highest cost for Memorial Day in years Consumer Sentiment Drops again New Fertilizer coming – Kinda Soilent Green vibe Everyone is talking about SpaceX PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - Oil Drops - Still highest cost for Memorial Day in years - Consumer Sentiment Drops again - New Fertilizer coming - Kinda Soilent Green Concept - Everyone is talking about SpaceX Markets - Nothing Really Matters - Anyone can see - New HIGHS - Governments picking the winners again - CHIPS ! - Concentration NVDA - Over the weekend, Jensen Huang said that his forecast of a $200 billion market for CPUs includes China, signalling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions. - During an earnings call on Wednesday, Huang said Nvidia's new "Vera" central processors give it access to a new $200 billion market. - So, once again the PR machine is running overtime to make sure there is no reason for anyone to sell the stock - needed to make this clarification over the weekend - Nvidia has received licenses from the U.S. government to sell its H200 chips but has not received approval from Chinese officials who are fostering China's own chip suppliers. Consumers - Consumer sentiment has tumbled to a fresh record low in May as fears of higher prices grow due to the U.S.-Iran war and elevated oil prices, the University of Michigan's Surveys of Consumers said Friday. - The index of consumer sentiment fell to 44.8 from a preliminary reading of 48.2. It's also well below the 49.8 level seen at the end of April. Consumers Upset South Korea - Record after record... - This is an impressive chart - Two companies -Samsung and SK Hynix -----40% of the entire KOSPI index's total market capitalization. Kospi Index Who Believes this Crap? - U.S. forces have conducted “self defense” strikes in southern Iran early Tuesday, with U.S. Central Command saying that this was to “protect our troops from threats posed by Iranian forces.“ - “U.S. Central Command continues to defend our forces while using restraint during the ongoing ceasefire,” Hawkins added. - Meanwhile there was some talk over the weekend that --- 1) We are very close to a deal and it will happen soon ----2) We are in no rush for a deal ----3) How many times is this same line going to be used to try to push the price of oil down (it did move towards $90 after the weekend resumption of futures trading) - Neither side can agree on anything... Secretary of State Marco Rubio said on Friday that the United States has seen some progress towards a deal but that more work was required, while Iran's foreign ministry said the differences remained deep and significant. - Tiresome CEO of Ford - Did you know -??? - The CEO of Ford (Jim Farley) is cousin to Chris Farley Farley and Farley Crops - Farmers worldwide are under pressure due to the Iran war disrupting supplies of conventional nitrogen fertilizers, forcing them to improvise ahead of the fall planting season. - Some farmers are turning to age-old solutions like manure, while others are experimenting with newer technologies, including waste-based inputs and microbial products. -----Circular bio-economy The crisis is giving fresh momentum to products that have long struggled to gain widespread adoption, with demand for biofertilizers and biostimulants rising and companies seeing rising interest and increased sales. - Municipal wastewater and treated human urine, which contain high levels of nutrients that can be processed. ---- So, if your corn is a little extra yellow this summer - now you know... Government's Hand - Quantum computing shares popped last Thursday, as the U.S. government said it would award $2 billion in grants to nine firms operating in the space. - IBM is the biggest beneficiary of the package, with the U.S. Commerce Department agreeing to give the firm $1 billion. - Chipmaker GlobalFoundries is receiving $375 million, while other grant recipients D-Wave Quantum, Rigetti Computing and Infleqtion will be awarded $100 million. - Shares of D-Wave added 33%, Rigetti soared 30% and Infleqtion skyrocketed about 31%. - Funding will come from the 2022 Chips and Science Act. More Money Throwing - Nvidia Corp. bought $500 million worth of rights for shares in Corning Inc. as part of a partnership to expand artificial intelligence infrastructure. - Corning pledged to increase US fiber production capacity by more than 50% to supply more optical fiber for AI data centers. - The partnership includes Corning's plan to construct three new complexes in North Carolina and Texas, which is estimated to create more than 3,000 new US jobs. DEBT - Global debt hits new record, IIF (institute for International Finance) report shows - Global debt rose for a fifth consecutive quarter in Q1 2026, increasing by more than $4.4 trillion to a record high of over $350 trillion, with the increase concentrated largely in the United States and China. - Investors shows signs of shift away from Treasuries - Global debt-to-GDP ratio stable around 305% - NOTHING TO SEE HERE Global Debt More Charts AI Reality? - Starbucks retires AI tool nine months after North American deployment - Tool was part of CEO Brian Niccol's campaign to fix product shortages - AI tool miscounted items, leading to errors, Reuters has reported Starbucks cites need for consistency, supply chain improvements in ending program More AI - Elon Musk's Grok is seeing minimal adoption in US government - even though it's cheap- - Grok lags far behind OpenAI and other rivals that analysts call more capable - Data shows uptake by corporations is also weak, suggesting Grok's problems stretch beyond government - Is it possible that corps don't trust Musk after the way he heavy handled the DOGE process? - Is this going to impact SpaceX growth story? Employment and Ai - The co-founder of AI company Anthropic said on Monday that the development of artificial intelligence cannot be left solely to technology companies, urging greater oversight from religious leaders, governments and civil society. - Speaking at the presentation of Pope Leo's first encyclical, addressing the challenges posed by artificial intelligence, Chris Olah said there was "a real possibility" that AI will displace human labour "at very large scale". Scared - China is restricting overseas travel for top AI professionals in private firms, requiring them to get approval from relevant authorities before embarking on overseas travel. - The government is targeting talent within the AI sphere, including startup founders, researchers, and executives, and adding individuals to the list based on assessments of their critical importance to the country. - The restrictions risk undermining the ability of AI firms in China to recruit and retain talent, and may force engineers with global ambitions to choose between staying home or going abroad earlier in their careers. CHIPS - Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 18%, driven by insatiable artificial intelligence demand for its memory chips. - The stock surge came as UBS tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing. - “We believe the market will start to put a more ‘normal' multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex,” the firm wrote. SpaceX - Lots of interest on this... - Lots of clients calling on this and we are working on this for them - Here is a bit of a reality check... --- First - company still losing billions of dollars - some may look past that - - Weird inclusion period for indices and that may take stock up due to required buying ahead of the inclusion (keeping a floor on prices in the beginning) ---- SpaceX plans to allow a large portion of its shares to become eligible for resale before the usual six-month restriction period post-IPO, under a staged system conditioned to the company's performance, a company filing shows. - The approach, designed to avoid a large wave of shares hitting the market at once, would depart from the standard 180-day lock-up that has prevailed in the U.S. Most companies going public restrict early investors from selling shares to help stabilize the stock. - Valuation somewhere between $1.5T and $2T (a year ago it was like $400 million) - Valuation in December was $750 M - Rationale for the big valuation: SpaceX is leveraging its satellite network to build massive, space-based AI data centers, which take advantage of limitless solar energy and off-planet cooling Retail - Ross Stores Inc. raised its sales and profit guidance after first-quarter results surpassed consensus estimates, aided by strong customer traffic among younger shoppers. - The company reported sales of $6.01 billion and earnings of $2.02 per share, with same-store sales growing 17% in the period, a record for Ross. - Ross now expects full-year same-store sales to grow 6% to 7%, and earnings of $7.50 to $7.74 per share, with executives citing increased customer traffic as a key driver of profit. Meanwhile - Walmart issued a worse-than-expected financial outlook amid soaring gas prices. - Finance chief John David Rainey said high tax returns may have muted some of the impact high gas prices had on shoppers in the first quarter, indicating consumer pressures could rise in the current quarter - The big-box retailer issued fiscal first-quarter results that beat Wall Street's expectations on the top line but were only in line on the bottom. - The retailer said it's expecting adjusted earnings per share to be between $2.75 and $2.85, lower than expectations of $2.91, according to LSEG. - Walmart said it anticipates net sales will rise between 3.5% and 4.5% for the year. Ferrari - Electric - Ferrari (RACE) is trading lower today after the company unveiled its first fully electric vehicle, the Ferrari Luce, marking a major strategic shift away from its traditional combustion-engine supercar identity. - The Luce is a four-door, five-seat ultra-luxury EV developed with former Apple (AAPL) design chief Jony Ive, featuring a quad-motor setup producing over 1,000 horsepower, a 0--60 mph time of roughly 2.5 seconds, and a price tag around $640,000. - Despite these headline-grabbing performance specs, investors reacted negatively because the design is seen as a sharp break from RACE's iconic styling, with many critics arguing it looks closer to a mass-market EV than a traditional Ferrari. Saying goodbye - One of America's once-dominant beer brands is being discontinued after more than 175 years. - Schlitz Premium, a beer brand that traces its roots to Milwaukee in the 1840s and was once among the largest breweries in the country, is being put "on hiatus," parent company Pabst Brewing Co. confirmed Friday after Wisconsin Brewing Company announced it would brew the brand's final batch later this month. - "Unfortunately, we have seen continued increases in our costs to store and ship certain products and have had to make the tough choice to place Schlitz Premium on hiatus," Zac Nadile, Pabst head of brand strategy, said in a statement to Milwaukee Magazine. Love the Show? Then how about a Donation? Announcing the THE CLOSEST TO THE PIN for SALESFORCE (CRM) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
The first time I took Scout to a brewery, she lay quietly on her mat. She did not bark. She did not growl. She did not stand up to stretch or shift her weight or investigate the environment.She also did not enjoy herself.My cattle dog was quiet and reserved and “polite” because she was scared—scared to the point of shutting down. She took a few treats and gave me eye contact when I asked, but her body was stiff, tension in every muscle, and it was only lack of experience that made me think the outing was remotely successful. (I was so proud at the time, I remember. Today the old video clips make me cringe.)In the years after that visit to Wisconsin Brewing Company, I worked hard to build not only Scout's behavior but her comfort. Our opportunities grew when we moved to Florida in 2020: We lived in a very dog-friendly housing complex, next to a very dog-friendly outdoor mall, and the amiable weather allowed us to keep training well into the winter.2021 and 2022 might have been our heydey. I already worked remotely—Scout and I regularly grabbed my laptop and a bag of treats (eventually we traded the overstuffed fanny pack of liver for a more modest handful plus a favorite toy) to go out on the town while Sean was in the office. We adventured plenty of places with him after work, too: small breweries, cheap pizza restaurants, a tiny park in the local arts district.By the time we moved into the van, Scout's patio skills were one of my proudest accomplishments. I assumed she'd only visit more coffee shops and bars and downtown centers with us once we hit the road. After all, the nature of our housing means she travels everywhere we do! But we slid the opposite way. Now that we have a temperature controlled home always within reach? It's easier to leave our heeler behind—where she'll happily nap on the bed or in a front cab chair—if we aren't sure she'll get something positive from an outing.You might think the reason Scout's patio behavior is “worse” is that she visits them less regularly, but that's not what I mean. I think she's more confident still.I'm not actually in my dog's head (however much I've wanted to be over the years) so I can't be sure of the reasons, but I'd guess her growth has looked something like this: We built a strong foundation of settling in public. Sometimes things went wrong, but she was reasonably comfortable on average. Then we started traveling full time—which incidentally exposed her to a larger variety of stimuli from the safety of her familiar space—and opted out of situations we weren't convinced would be productive. Net, the last two years have provided Scout with more positive experiences than ever. She usually likes where we take her… or she doesn't come. (Of course this isn't always the case—we've messed up plenty, environments have been surprising and startling and more than we bargained for—but we have a greater privilege than ever to scope situations out ahead of time and say “nope”.)So nowadays? Scout's default assumption, when she jumps out of the van, is that she's going to have a good time. I'd never call her optimistic, exactly (what a world that would be) but she might be edging closer.My dog's patio behavior is “worse” because she wants to sniff more before lying down on her mat. She no longer clings to the security of her dog bed—she'd like to learn about the world around her. It's “worse” because I rarely feel the need to give her an official place command, meaning she can explore within our table boundaries, and she's happy to take me up on the offer to choose her own spot. Then choose a different one. And again.Her patio behavior is “worse” because she's bolder about begging for food and saying “I'm too hot” and requesting affection. She's bolder about everything, really. She is less reactive, less nervous, and more willing to take up space.I'm writing this at our favorite coffee shop in Cocoa Beach. At the moment Scout's standing with her chin on my thigh, looking up, asking to do something fun (or for a piece of the bagel she hasn't realized I already finished). A few minutes ago she was flopped on her side under my chair in the shade. Before that she was curled on her travel mat. Before that she was sniffing the nearby planters.I used to take great pride that my dog would lie down in one place the whole time we spent on a patio. Today? I take great pride that she can be both socially responsible—polite and unobtrusive and cute and all those other good we're-in-public things—while also taking agency over her own experience.I love you forever and ever and ever, cattle dog. Watching you take on the world is capital-J Joy. Get full access to Paws and Reflect at www.pawsandreflect.blog/subscribe
Paul Verdu spent much of his early career at places like Constellation Beer, SABMiller, and Tenth and Blake Beer Co, the craft beer division of Molson Coors Beverage Company. Today, he serves as President of Wisconsin Brewing Company. We're excited to chat with Paul about what he has learned over his career and the differences across all the organizations where he has spent time. Paul will discuss the importance of brand building, portfolio management, how to define success, quality and consistency, and the importance of focusing on your people. Paul and his wife Lynn have three college aged children and live in Delafield, Wisconsin. At any given time you'll find them enjoying lake life with family and friends, travelling, seeking out great new food finds, cooking, firing up the grill and smoker or supporting their favorite baseball, football, basketball or soccer teams.
Rochelle Britt has spent her career in the beer industry, working at Capitol Brewery and Wisconsin Brewing Company before coming to New Glarus. She is now the Plant Manager at New Goarus' Riverside Brewery, overseeing that entire facility. Tami Hanson came to New Glarus 20 years ago from another manufacturing sector and worked her way up in the Brewhall to become New Glarus' Hilltop Brewery's Brewhall Team Lead. If it's being brewed at New Glarus, these two women have their hands on it. In this episode we go over everything from getting into the beer business, women in brewing, the pink boots society, and the differences between running these vastly different New Glarus Breweries. Cheers!
Kitty chats with Kathi Natske about Paulpalooza, an event that raises money for adaptive sports equipment for kids with disabilities. The event is August 28th at Wisconsin Brewing Company.
Thank you loyal fans of the podcast! The show was officially nominated for Madison's Best Podcast. This was all thanks to your votes in February. Now I need your help again. From April 1-30. During April you may submit ONE vote for my podcast to officially become Madison's Best for 2022! Check out the link below and thank you! (Select Arts & Entertainment, find Best Podcast, and select Buzzed with Brian) https://www.channel3000.com/best-of-madison-2022/#//Another week, another double beer feature! It's starting to feel like spring, well at least a Wisconsin spring... so we have two Bocks, which is a historical spring style. This week we come back to our local roots and feature two Madison area breweries with Wisconsin Brewing Company and Delta Beer Lab. Now go get those grills fired up, put on some shorts, and enjoy a Bock of your own! Thanks, and as always… Cheers Beers! After you consume the content and the beer, please write a review, follow us on social media, and hit that subscribe button. I would think you're pretty neat if you did!https://linktr.ee/buzzed_with_brianhttps://www.wisconsinbrewingcompany.com/https://www.delta.beer/Host & Producer: Brian HansonChief Editor & Engineer: Matt SchabelPodcast Art Director: Amber SchabelMusical Score: North Breese, one could say they are the GOAT of all bands. https://open.spotify.com/artist/1jSw7NOndAf9I85UaN2dL7?si=uoK6J0TmQua8ztaiF6ceOAHistory/Style Credits: Many leather bound books, my noggin and these three sites... https://www.craftbeer.com/beer-styleshttps://www.hopculture.com/https://learn.kegerator.com/
Wisconsin beer legend Kirby Nelson joins Pour Another Round to talk through an impressive beer career that spans across states and over many decades. Kirby is full of beer knowledge, passion, creativity, and jokes! Tim Wauters, of Lake Louie Brewing, gets in on the action too. Lake Louie Brewing joined forces with Wisconsin Brewing Company in 2019. The brewery couple moved in together but have each kept their own identity. The explanation is much clearer when you hear it first-hand in this episode. Spoiler Alert: There's a particular body of water in this episode that has a reputation for being the local watering hole for skinny dipping... This conversation was one of our favorites we've had so far! Follow Wisconsin Brewing Company: Instagram: @wiconsinbrewingcoFacebook: /WisconsinBrewingCompanyTwitter: @wisbrewingcoWebsite: wisconsinbrewingcompany.comFollow Lake Louie Brewing:Instagram: @lakelouiebeersFacebook: /lakelouieTwitter: @lakelouiebeersFollow Pour Another Round:Facebook: /PourAnothrRoundInstagram: @PourAnothrRoundTwitter: @PourAnothrRoundPour Another Round now has merch. Show off your favorite beer podcast to friends with the softest t-shirts and some pretty sweet hats. Even if you're drinking alone, wearing one of these will be like two of your favorite drinking buddies are always with you too. Check out the shop!Make a merch-perch before March 31 to be entered to win a J. Henry Bourbon Barrel.
History and origins of Wisconsin cheese production, music from Paper Holland, review of Wisconsin Brewing Company "Sandy Cheeks", and an interview with Abby of Doundrins Distillery.
Neenah Foundry, Art Stevenson & High Water, Wisconsin Brewing Company, East Troy Brewing
(E1S5-August 19, 2020) The 3BrewsIn Crew revisit some previous episode topics, discuss #brewstivus and #brewery stories, and Justin totally redeems himself with Wisconsin Brewing Company's Yankee USA IPA (E)
Spring has sprung, and that means this episode features some CRUSHABLE summer beers. That makes sense, maybe. We've got S'Wheat Caroline American Wheat Ale and MO Pale Ale by Wisconsin Brewing Company and Maine Beer Company respectively. We've also got a sizable stack of comics, some very interesting bargain bins, and a brief conversation about Harlequin romance novels. Strap in and strap on for another exciting episode... of Craft Comics! Books! Green Lantern #6 Wonder Woman #67 Young Justice #4 Spider Gwen: Ghost Spider #7 Marvel Team Up: Spider-Man and Ms. Marvel #1 Immortal Hulk #16 Avengers: No Road Home #9 War of the Realms #1 DIE #5 Red Sonja #3 Bargain bins this week were Brain-Glo #1, A Distant Soil #28, and Shadow Hawk #10
Michael brings back beer brags because he had two notable barrel-aged brews from Wisconsin Brewing Company. Jeremy is sick of hazy IPAs, but will brut IPAs make up for that? We try our hand at pop culture trivia to break our slump, with poor results. Can you fair better? Then we attempt to force the seasons to change by having something a little more springy. Gajib, we coming for you!Beer in this episode: Dogfish Head Namaste WhiteCheers!
Drew and special guest Keith team up and talk about New Years Resolutions, change, online dating, and other things. This week's brew is Wisconsin Brewing Company's "Yankee Buzzard" and American Pale Ale. This week's Promo is Graveyard Tales. Music: Batfoot!-Call in Sick A "Pew Pew Audio" Podcast
Dreem2Reality Entertainment presents the Beer With Friends Podcast. This podcast is intended for listeners 21+. Please drink responsibly and cheers! On today's show: Eric is joined by Dustin, Tubby and producer Ryan. The guys try Crank It Dank by Imperial Oak Brewing, 2016 Wiskator by Wisconsin Brewing Company, Poetic Hustler by Mikerphone Brewing, Liquorice Confidence by Tool, Love's Armer (Batch 5) by Sante Adairius Rustic Ales, Vlad The Second Raspberry by Hailstorm Brewing Co., and The Final Act by Pipeworks Brewing Company to round out the show. Also discussed was Tubby's recent trip to Louisville, Octoberfest and pumpkin beers, the recent Solar Eclipse, the handful of Manny conducted interviews from the Great Taste, FoBAB price increase, the Tap Takeover Podcast out of Milwaukee, Leo Moracchioli cover song, Tubby used to be a dealer in a casino, universities partnering with breweries to make college related beer, All That Remains cover song, and ICP tix available for their upcoming concert in Belvidere! All that and much more! Please subscribe to the D2R Podcast Network on iTunes and don't forget to rate and review while you're there. You can also download the Stitcher and Podbean app to your device for free and search: D2R PODCAST NETWORK and subscribe. If you enjoy listening to the Beer With Friends Podcast, then spread the word to everyone you know. Your word of mouth is our best advertising method and we appreciate your support. Thanks for listening and share! The Beer With Friends Podcast would love to hear from you! Feel free to call the podcast hotline and have your voice heard on a future episode. Dial 321-413-5300 and leave a message and we will play your voicemail and answer your questions live on an upcoming episode! Cheers!
Dreem2Reality Entertainment proudly presents the Beer With Friends Podcast, pre-recorded from the D2R Studios! On today's show: Eric is joined by his co-hosts Chuck, Chad, Dustin, and of course Producer Ryan for the Beer With Friends Podcast! Today's focus is IPA's for National IPA Day!! The guys try American IPA by Schlafly - The St. Louis Brewery, #022 Nectarine by Wisconsin Brewing Company as today's Mix 6 Pick, Dakine by 4 Hands Brewing Co., Face Melter Hibiscus IPA by Burnt City Brewing Company, Lil Citra by Pipeworks Brewing Company, Blueberry Thrill Imperial IPA by Tyranena Brewing, Stone Enjoy After 07.04.16 Brett IPA by Stone Brewing, Golden Nugget IPA by Toppling Goliath Brewing, Citra Vs. Mandarina by Pipeworks Brewing Company, today's "Beer From The Cellar" - 120 Minute IPA (2014) by Dogfish Head Craft Brewery, and finally We Be Jammin' by Odd Side Ales which is today's "FAN-Tastic" donation from Waka Waka to round out the show! Also in this episode: the guys discuss flour being put into IPA's to add cloudiness to the appearance, the history of National IPA Day, Bourbon County infection refund deadline and the 2016 Variants are announced for this year's Black Friday release, the beeriest lake towns in America, a round of What's Everybody Been Drinking, and the guys discuss a recent Tap Takeover at The Olympic Tavern. All that and much more! This podcast is intended for listeners 21+. Please drink responsibly and enjoy the show! Please SUBSCRIBE to the D2R Podcast Network on iTunes and don't forget to RATE and REVIEW while you're there. Or, find the D2R Podcast Network on Stitcher or the Podbean app. Just simply download the Stitcher or Podbean app to your device and then search: D2R Podcast Network and SUBSCRIBE! It's really that easy! If you enjoy the Beer With Friends Podcast, then SPREAD THE WORD to everyone you know! Your word of mouth is our only advertising and we truly appreciate your support! Thanks for listening and cheers!!
Dreem2Reality Entertainment proudly presents the Beer With Friends Podcast, pre-recorded from the D2R Studios!On today's show: Eric is joined by his co-host Dennis and producer Ryan for the Beer With Friends Podcast! Today's focus is trading beers and beer travels.The guys start with Gose by Westbrook Brewing Co. which was donated by "Farmer" for this episodes first FAN-Tastic beer! Then, the guys try #008 OL' Reliable by Wisconsin Brewing Company, A Little Crazy by Revolution Brewing Company, Wee Mac Scottish Ale by Sun King Brewing Company, Oatmeal Porter by Highland Brewing Company which was donated by "G-Rone" for this episodes second FAN-Tastic beer, and then Angels With Filthy Souls by Bissell Brothers to round out the show.Other topics discussed are collecting music, a Macro brew argument, Indianapolis and St. Louis beer stories, and much more!!This podcast is intended for listeners 21+. Please drink responsibly and enjoy the show!Don't forget to SUBSCRIBE to the D2R Podcast Network on iTunes to hear every upcoming Beer With Friends Podcast and don't forget to RATE and REVIEW while you're there.If you enjoy the Beer With Friends Podcast, then SPREAD THE WORD to everyone you know! Your word of mouth is our only advertising and we truly appreciate your support! Thanks for listening and cheers!!
This week on Tap the Dial, Justin and Ross visit with Kirby Nelson, the Brewmaster at Wisconsin Brewing Company, dive into a couple of pumpkin beers, and talk about a 99-pack.