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We're kicking off this holiday season with tiny hats and an origin story from 14 billion years ago. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: @wellthatsinterestingpod Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: @wti_pod Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Today we had the pleasure of hosting Dr. Kruti Lehenbauer, Founder of Analytics TX. Kruti is a longtime statistician and economic consultant who has held leadership roles across analytics, data, and research. She holds a Ph.D. in Public Policy and Political Economy and helps organizations audit business data, uncover hidden efficiencies, and navigate strategic planning, AI adoption, and more. She regularly shares thought-provoking insights and translates complex analysis into clear, actionable takeaways. We were delighted to hear her perspectives on interest rates, inflation, tariffs, and more ahead of next week's Fed meeting. In our conversation, we explore the “panic narrative” around the economy and why the past five years may feel worse than what the long-run trends suggest. We discuss the health of the U.S. economy, whether we're truly in a unique moment, how rapid interest rate hikes have worsened the debt picture, and why Kruti believes rates should already be moving back toward ~3%. She shares why the expectation that “everything must rise exponentially” is misguided, invoking Joan Robinson's reminder that “in the long run we are all dead, but not all at once.” We cover what data Kruti thinks the Fed should focus on (employment, GDP, true inflation) versus short-term headlines and political noise, the interplay between aggregate demand and aggregate supply, and why productivity and technology matter most for long-run growth. Kruti also explains how tariffs effectively raise real interest rates, how consumers adapt, and the flaws she sees in how we measure inflation today. We touch on why she believes fears of mass job loss from AI are overblown, the importance of adaptation, and her concerns about declining quality in higher education and its impact on high-skill labor and future productivity. We address fiscal versus monetary policy, why overreliance on the Fed is risky, and long-run structural issues including savings behavior, financial literacy, and long-dated household debt. We also discuss India's role as a rising economic partner and end with the “magic-wand” reforms Kruti would prioritize including leaner government, updated inflation metrics, and policies that expand the economy's productive frontier rather than over-managing it. It was a thought-provoking discussion. Mike Bradley kicked us off by noting that broader equity markets rallied on a rebound in Bitcoin, bond yields have been inching higher, crude oil remains under pressure, U.S. natural gas price continues to surge, and copper prices are hitting all-time highs. The 10-year bond yield inched higher this week to ~4.1%, after trading near 4% last week, on rumors that Kevin Hassett is the front-runner for Federal Reserve Chairman. Bond volatility will likely continue into the December 10th FOMC meeting. The DJIA and S&P 500 were both up on the day but remain flattish to slightly lower for the week, with Technology leading and Energy lagging. On the oil market front, WTI price continues to be under pressure (trading just under $59/bbl) due to continuing concern around an early 2026 global oil surplus (~2-4mmbpd). This bearish oil thesis/trade is very-very-very consensus. OPEC+ convened over the weekend and agreed, as expected, to pause oil output hikes through Q126 and to call for third-party verification of OPEC+ members Maximum Sustainable Capacity for 2027 production baselines. He closed by highlighting that cold weather has finally arrived, spiking prompt U.S. natural gas price to ~$5/MMBtu (while the 12-month strip holds steady at ~$4.15/MMBtu). He noted the remarkable surge in Lower-48 dry gas production, from 108-109bcfpd a month ago to a weekend peak of ~114bcfpd, now settling in at 112-113bcfpd. Jeff Tillery shared a few themes he's watching heading into the next few quarters. In traditional energy, oilfield services stocks are jumping even as oil prices fall, raising the question of whether the market is signali
Today on The Lou Perez Podcast I am joined by Ibrahim Pataudi, the co-founder and chief revenue officer of Armanet. We talk about gun censorship, James Bond censorship, the prevalence of doom, hunting in Pakistan, and drones for personal defense. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
Today on The Lou Perez Podcast I am joined by Ibrahim Pataudi, the co-founder and chief revenue officer of Armanet. We talk about gun censorship, James Bond censorship, the prevalence of doom, hunting in Pakistan, and drones for personal defense. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
US equity futures trending lower with S&P 500 down a little. Asia equities ended mixed while Europe opened with declines. Treasury yields higher. Gilts add 3 bps to 4.5%. Bund 3 bps firmer at 2.7%. Dollar softer versus yen and euro, firmer elsewhere. Oil gains, with WTI crude around 2% higher. Gold firmer. Industrial metals higher. China official manufacturing PMI inched up to 49.2 in November from 49.0 in prior month, in-line with consensus. Underlying components showed improvement with output swinging back to neutral. New orders and new export order declines narrowed amid stabilization in domestic and external demand. Pricing measures indicative of ongoing margin pressures with raw material costs quickening. Non-manufacturing PMI fell to 49.5 from 50.1 and below consensus 50.0, marking first contractionary read since China came out of Covid lockdowns in late 2022.Companies Mentioned: UnitedHealth Group, Netflix, Warner Bros, BlackRock, Brookfield, Apollo
Wall St had a good short session overnight on thin volume. Path of least resistance in the short-term higher amid a lack of major news. S&P 500 up 0.54%, closing on the high. Nasdaq up 0.65%. Dow up 289 points. Another broad rally, all sectors higher save for Health Care. Energy best despite WTI falling 0.4%. Rubio not planning to attend a NATO foreign ministers meeting regarding the Ukraine/Russia peace deal. A surprise move which signals Washington's frustration with the lack of progress. Tech only in the mid-pack yet the average FANG move was better (+0.9%). Meta (+2.3%) best. Nvidia (-1.8%) worst.Most commodities higher overnight save for oil and iron ore. SPI up 4 - AUB bid pulled - TWE write offs.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
European bourses are mostly flat, with the FTSE 100 (+0.1%) the only major index posting gains. Overall market action is muted amid light news flow, reflecting both Thanksgiving and the CME issues.An outage at CME Group has halted trade in FX, commodities, Treasuries and equities futures; "Due to a cooling issue at CyrusOne data centers, our markets are currently halted," CME said.DXY is firmer within a 99.50–99.75 range, having found support at the half-round figure and pushed above Thursday's 99.71 peak.EGBs are ultimately a little softer post-data; the EUR dipped during the releases but has since bounced off lows.WTI and Brent traded with a positive bias overnight, extending the prior session's gains. WTI trading was later halted due to the CME outage.Looking ahead, highlights Canadian GDP (Q3), German Nationwide HICP, Credit Review for France.Desk Schedule: There is normal service on Friday, 28th November until 18:15GMT/13:15EST at which point the desk will close.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Inversor Inteligente Dominando a los mercados - Curso Intensivo | Diciembre 2025. Mas info Aquí!
Grab a plate and a microscope, we're about to slice into million dollar artworks that are self destructing. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: @wellthatsinterestingpod Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: @wti_pod Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
It is our honor to welcome back Governor Mike Dunleavy of Alaska. We last hosted the Governor on COBT in May of 2023 (episode linked here), and there has been much to cover since our last visit. Governor Dunleavy is Alaska's 12th Governor and was first elected in 2018 (and again in 2022). He moved to Alaska in 1983 and served as a teacher, principal, and superintendent in Arctic communities before his 5-year term as a State Senator from 2013 to 2018. Throughout his career, Governor Dunleavy has been committed to opening Alaska to new business and investment. We were thrilled to host the Governor to explore the latest energy developments in Alaska, what's top of mind for the state, and more. In our conversation, we explore Alaska as an “energy laboratory” given the state's unique mix of energy production, policy, federal lands, abundance of water, technology, and geopolitics. We discuss the impact of shifting federal administrations on Alaska, the scale and federal ownership of its land, and the statehood mandate to develop its resources to fund government operations. We examine the need for legislative reform to address the problems of both “lawfare” and permitting, the growing opportunity around rare earths and critical minerals in Alaska, the benefits of the federal government as an equity partner, mining as a national security issue, post-COVID workforce shifts, and the renewed importance of trade work and skilled labor. Gov. Dunleavy shares his perspective on affordability and energy prices in Alaska, current issues around the need for more gas supply and potential LNG imports, and the Alaska Natural Gas Pipeline (AGLNG Glenfarne Project). He outlines his vision for Alaska's future as a premier location for AI data centers and its ambition to be the data transportation capital of the world. We touch on Alaska's desire to “create the future” rather than simply react to it, the role and gatekeeping power of the Army Corps of Engineers in 404 water permits, and Alaska's strategic position as “America's fort” in the Arctic. We also discuss the Alaska Sustainable Energy Conference, with its fifth iteration taking place in May 2026, which Veriten is excited to attend. We greatly enjoyed hosting Governor Dunleavy and look forward to staying in touch. To start the show, Mike Bradley highlighted that markets continue to be volatile from week to week. On the bond market front, the 10-year bond yield has traded down to under 4% on optimism that Kevin Hassett looks to be the frontrunner for Chairman of the Federal Reserve. Hassett is considered more dovish and so markets are responding positively, at least initially, for the potential of additional interest rate cuts in 2026. On the broader equity market front, the DJIA was also up 500-600 points on optimism that more interest rate cuts are coming in 2026 despite US economic readings being a bit mixed. On the oil market front, WTI price is now trading under $58/bbl due to continued concerns of a global oil oversupply situation in 2026 (anywhere from 2- 4mmbpd) and potentially into 2027. JPM jumped further onto the bearish oil bandwagon this week, indicating that oil prices in 2027 could trade under $40/bbl. He closed by noting that some initial momentum for a Russia/Ukraine peace plan has also weighed on oil prices this week. Thanks again to Governor Dunleavy for sharing his time and for a fantastic discussion. Please stay tuned for a Special Edition COBT episode publishing on Thanksgiving Day! Our best to you all.
On this episode of The Lou Perez Podcast I talk to the old man at the end of the bar, The Cowboy Libertarian: Patrick Dorinson. We talk cowboy-hat etiquette, the global reach of cowboy culture, the rugged history of California (with a nod to Joan Didion's The White Album), and his new book, The Common Sense Cowboy's Guide to Life: Stories from the Old Guy at the End of the Bar. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of The Lou Perez Podcast I talk to the old man at the end of the bar, The Cowboy Libertarian: Patrick Dorinson. We talk cowboy-hat etiquette, the global reach of cowboy culture, the rugged history of California (with a nod to Joan Didion's The White Album), and his new book, The Common Sense Cowboy's Guide to Life: Stories from the Old Guy at the End of the Bar. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
Energy Vista: A Podcast on Energy Issues, Professional and Personal Trajectories
In this episode, Leslie Palti-Guzman exchanges with Ed Morse, one of the world's most respected voices in global oil markets, for a rapid strategic tour of today's biggest geopolitical flashpoints and how they're reshaping energy flows. We discuss why oil prices have remained remarkably stable despite shocks in the Middle East and Latin America, and why the Brent and WTI forward curves are telling a deeper story about fundamentals vs. geopolitics. We cover:
Price Action Trader - Curso en Vivo | 24 al 26 de Noviembre 2025. Mas información sobre el curso Aquí!
I'm serving up some favorites! Grab a plate for ancient ceremonies and a medical case for the ages. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: @wellthatsinterestingpod Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: @wti_pod Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Recorded November 17th 2025 and October 16th, 2025 https://youtu.be/wwjALnq6FAQ Episode 145 of the PetroNerds podcast is another deep dive conversation with Trisha Curtis on the state of oil prices, natural gas and AI, electricity prices, geopolitics, OPEC Plus and Saudi Arabia, and Russia and China. This is Trisha Curtis' keynote address to Whitley Penn's Fueling the Future Dallas, Texas conference on October 16th, 2025. Trisha is joined by the moderator of the fireside chat, Buffie Campbell, Director at Whitley Penn. Before this keynote, Trisha provides PetroNerds listeners with a fresh market update recorded on November 17th, 2025 covering the recent rise in natural gas prices and LNG exports, oil prices, Japan and China rift, and the Fed. The keynote address and conversation starts with the negativity surrounding oil prices and state of the market, why oil prices keep trading lower, US oil production vs. sentiment and risks in the auto market and the US and global economy. Trisha talks about the poor understanding of China's economy and oil demand, oil on the water, ceasefire in Gaza, and Trump's potential meeting with Putin, peak shale vs. plateau shale, and $67/barrel WTI average for 2025. Buffie asks Trisha about policies and “Drill Baby Drill” and Trisha discusses rigs, lateral lengths, horsepower, and efficiencies. She talks about the Administration's desire for low oil prices, AI and infrastructure needs and electricity prices, and says “we do not have a problem with natural gas supply, we have a problem getting it into the grid.” Trisha discusses electricity prices in the US vs. the rest of the world, specifically China and Germany. She gets into OPEC Plus production increases and Saudi Arabia, whether they understand US shale, Iraq and Iran, and sanctioning Russia. She talks about how US oil production gives the US incredible geopolitical opportunity and flexibility. Buffie asks Trisha about geopolitics and China and Trisha discusses Indian and Chinese purchases of Russian crude, China and rare earth minerals, risks and lessons from Russia, US vs. China refining capacity, and refining rare earths. Buffie asks Trisha about AI and job layoffs and the oil and gas industry layoffs. Trisha explains how important it is to develop infrastructure for natural gas from the wellhead to end consumption, the hype around AI and power demand, and the hotness of the midstream. In Q&A Trisha talks about wind and solar, coal, access to energy and human rights abuses, refining margins, and national security.
China is reportedly mulling new property stimulus measures, including mortgage subsidies, according to Bloomberg sources.European and US equity futures are stronger across the board, with sentiment boosted after strong NVIDIA results and as CEO Huang shrugged off “AI bubble” woes.DXY is firmer into the September NFP report, JPY unreactive to further jawboning.WTI and Brent edge higher, with some strength seen after Russia's Kremlin said no peace talks with the US are taking place; XAU dips a touch.JGBs lag with stimulus in focus, USTs bearish as the data fog continues.Looking ahead, Highlights include, EZ Consumer Confidence Flash (Nov), US NFP (Sep), US Jobless Claims (w/e 15 Nov), New Zealand Trade Balance (Oct), Australian Flash PMIs (Nov), Japanese Nationwide CPI (Oct), SARB Policy Announcement, Fed's Cook, Barr, Hammack, Paulson, Miran, Goolsbee; BoE's Dhingra, Mann. Supply from the US. Earnings from Gap and Walmart.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Today we had the opportunity to host Jim Bride, President of Energy Tariff Experts (ETE). We became familiar with Jim after reading his report on power generation costs and impacts on electric bills earlier this year (linked here). Jim founded ETE in 2013 to provide expert consulting, data products, and analysis related to retail electricity, natural gas, and water rates. Before founding ETE, Jim served as a Portfolio Manager at EnerNOC and earlier in his career worked as an environmental professional at Tetra Tech EMI, focused on EPA Superfund investigations and brownfield remediation. ETE helps clients navigate the complex world of energy rates by providing actionable data and insights on utility pricing structures to facilitate efficient capital deployment, reduce energy expenses, and enhance the performance of distributed energy resource management systems. We were thrilled to visit with Jim to discuss ETE's report and the power landscape more broadly. In our conversation, we begin by exploring how rising power prices, especially in the PJM market, are gaining political attention. Jim then provides a brief history of the utility sector, tracing the deregulation movement that began in the 1980s and ultimately reshaped the industry into separate components for generation, transmission, and distribution. We discuss how each of these components, along with public-policy charges like renewable mandates or green standards, contribute to PJM customers' bills. Jim describes his team's extensive effort to reconstruct 12 years of utility tariff data to understand which costs have been driving recent increases. Their findings show that while generation costs had broadly fallen for a decade due to cheap shale-driven natural gas and competitive markets, only spiking briefly during the Ukraine-related gas price surge, transmission charges have grown significantly as utilities invest heavily in new and replacement infrastructure under favorable FERC rules. In states like New Jersey and Maryland, public-policy charges tied to decarbonization mandates have also risen meaningfully. The result is that today's higher bills stem mainly from transmission spending and policy add-ons, not from generation itself, though all components interact. The discussion closes with reflections on aging grid assets, rising load from electrification and data centers, and how future planning and policy choices will shape costs going forward. It was a meaty conversation and we greatly appreciate Jim joining us. To start the show, Mike Bradley highlighted that markets over the last week can best be described as “wobbly” due to growing interest rate cut concerns, continued broader market valuation concerns, and AI/Tech equity exhaustion. On the bond market front, the 10-year bond yield has crept up recently to just over 4.1% on concerns that the Fed may not cut interest rates at their December FOMC Meeting. The odds of a December rate cut have fallen from ~75% just a few weeks ago to ~50% today. Over the last month, Bitcoin has plunged from a peak of ~$125k to ~$90k, which also implies there's a bit of a risk-off trade occurring. On the broader equity market front, the S&P 500 is down ~3% over the last week (down ~5% from recent highs) and seems to have lost its long-held trading momentum. Big6 AI/Tech stocks are down ~11% from recent all-time highs and both the S&P 500 and Big6 AI/Tech stocks are nearing technically oversold levels, which hasn't been seen since the April tariff scare. NVIDIA will report its Q3 results after the close on Wednesday, and it will be a huge test to see whether Big AI/Tech equities will continue to be the broader equity market leaders. On the oil market front, the WTI price continues to hold the $60/bbl level, with the biggest overhang continuing to be the size of the 2026 global oil supply surplus. The IEA
My friend Rob Montz of Good Kid Productions stopped by to talk to me about his latest documentary, Paradise Abandoned: Inside the Pacific Palisades Fire, in which Rob tells the tale of losing his childhood home in the fires. The doc is screening on November 23, 2025 at Santa Monica's Morgan-Wixson Theater in Los Angeles. (RSVP here) Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
My friend Rob Montz of Good Kid Productions stopped by to talk to me about his latest documentary, Paradise Abandoned: Inside the Pacific Palisades Fire, in which Rob tells the tale of losing his childhood home in the fires. The doc is screening on November 23, 2025 at Santa Monica's Morgan-Wixson Theater in Los Angeles. (RSVP here) Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
My friend Rob Montz of Good Kid Productions stopped by to talk to me about his latest documentary, Paradise Abandoned: Inside the Pacific Palisades Fire, in which Rob tells the tale of losing his childhood home in the fires. The doc is screening on November 23, 2025 at Santa Monica's Morgan-Wixson Theater in Los Angeles. (RSVP here) Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week's episode of Trading Corner, the team breaks down one of the most dramatic weeks the physical crude market has seen in years. We explore the sharp sell-off in Dated Brent, the mechanics behind a major trade-house's aggressive positioning, and how just a handful of unplaced cargoes triggered a cascade through differentials and spreads.From the collapse in WTI and Forties diffs, to the sudden rebound driven by refiners emerging from maintenance, we map out how liquidity, sanctions headlines, and curve imbalances set the stage for extreme volatility. On the product side, we look at the sharp correction in margins, jittery gasoline demand, and why gasoil remains the key complex to watch heading into winter.With colder weather approaching, shifting refinery capacity, and persistent supply-demand uncertainty, the hosts outline their positioning views—from long TI/Brent boxes to back-end margin plays—and explain what they expect heading into December and beyond.#OilMarkets #CrudeTrading #DatedBrent #EnergyMarkets #CommodityTrading #OilPriceAction #RefiningMargins #BrentSpreads #WTI #GasOil #EnergyTrading #MarketVolatility #OilSanctions #PhysicalCrude #ProductMarkets #WinterDemand #TradingCorner #MacroEnergy #OilAnalytics #CommodityInsights
Big moves across the risk markets this week. Bitcoin and crypto hammered. Repo back on the menu. WTI full contango (briefly). Plus, top officials at the New York Fed soft confirming the start of the next not-QE QE. What does it all mean?Eurodollar University's conversation w/Steve Van MetreWhat is a Eurodollar University membership? It's where understanding the monetary world isn't a mystery—it's a method. If you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise. With our memberships, we'll fill in everything that you've been missing. https://eurodollar.university/memberships https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Price Action Trader - Curso en Vivo | 24 al 26 de Noviembre 2025. Mas información sobre el curso Aquí!
Pull up a chair and strap in. We're about to get up and personal with creatures who prove Nature will do whatever it damn well wants. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: @wellthatsinterestingpod Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: @wti_pod Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
For you louvers on the go, here's a quick hit of The Lou Perez Podcast. I talk with Próspera's vice president of growth, Lonis. What is Próspera — and how many ways do I manage to pronounce it in 30 minutes? Listen to find out. We talk about the startup zone on Honduras's island of Roatán, its many challenges, and overall what it's like to run a libertarian experiment of a free city. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
For you louvers on the go, here's a quick hit of The Lou Perez Podcast. I talk with Próspera's vice president of growth, Lonis. What is Próspera — and how many ways do I manage to pronounce it in 30 minutes? Listen to find out. We talk about the startup zone on Honduras's island of Roatán, its many challenges, and overall what it's like to run a libertarian experiment of a free city. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
Meet & Trade - Tu cita mensual con el Mercado este 12 de Noviembre! No te lo pierdas! Mas info clic Aquí!!
Prepare yourself for carnage and necks so overwhelming you may need to sit down. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: @wellthatsinterestingpod Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: @wti_pod Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Today we were delighted to welcome Dr. Anas Alhajji, Managing Partner of Energy Outlook Advisors and Author of the Energy Outlook Advisors Substack (linked here). Dr. Alhajji is a leading expert on global energy markets. He advises governments, companies, financial institutions, and investors on oil and gas outlooks, energy geopolitics, energy security, and the impact of disruptive technologies on supply and demand. Anas previously served as Chief Economist at NGP Energy Capital Management and taught economics at the University of Oklahoma, the Colorado School of Mines, and Ohio Northern University. He holds an M.A. and Ph.D. in Economics, with a specialization in energy economics and policy. We were thrilled to hear his insights on the oil markets and beyond. In our conversation, Anas explains why mainstream oil-market commentary often falls short, how OPEC's role is to match supply and demand, and shares on-the-ground sentiment from ADIPEC including a focus on AI and “energy addition, not transition,” with OPEC's outlook seeing demand rising toward ~123 mmb/d. We discuss structural demand drivers including urbanization, immigration, rising incomes, and AI/data centers plus autonomous vehicles and the equity valuation puzzle amid inventories and spare capacity. Anas details the “oil on the water” debate including why recent headline numbers were overstated and how different factors from Iranian tankers suddenly broadcasting their transponders, Saudi barrels routed to Egypt but for Saudi-owned storage, Brazilian cargoes diverted to China, slower ship speeds, and others all swell oil-at-sea without adding supply. We explore how Aramco and ADNOC are evolving into global energy companies, why Saudi is leaning on renewables and nuclear to free oil for export, what to make of Saudi rigs and capacity, and why demand analysis should prioritize growth rates over absolute levels given definitional differences and the IEA's repeated upward revisions. Anas argues the IEA has persistently underestimated demand (including major multi-year revisions), contrasts IEA growth figures with stronger observed U.S. demand, and notes record U.S. crude without shale growth. We also touch on SPR strategy, why Anas believes the large 2022 release worked, his critique of “circular information” among agencies, banks, and media plus conformity shaping bearish narratives, the limited efficacy of current sanctions regimes, and much more. It was a wide-ranging discussion and we're grateful to Anas for sharing his expertise with us. To start the show, Mike Bradley noted that the U.S. Government shutdown has reached Day 35, tying the previous record set during President Trump's first term. In oil markets, WTI continues to hover around $60/bbl and is still being impacted by 2026 global oil supply concerns. OPEC+ agreed to raise December oil production by 137kbpd (consensus) but will pause oil production increments in January, February, and March. On the broader equity market front, the S&P 500 is down ~1% this week and looks to be losing some trading momentum after a huge recent run. Many of the Big6 AI/Tech stocks reported Q3 results last week, which were generally solid with AI capex spending budgets heading higher as expected. Over the last week or so, these same AI/Tech stocks were down 3-5% (on average) due to both growing valuation concerns and sustainability of this AI rally. These Big Tech stocks make up >35% of the S&P 500 market-cap, and if they sneeze, markets could catch a cold. Aramco reported quarterly results this week and struck a pretty constructive tone with one of its key highlights this quarter being an increase in their natural gas production capacity growth target (by 2030) to 80% up from 60%. On the E&P equity front, gassy E&Ps have been pretty constructive but aren't leaning into gas growth just yet, while oily E&Ps are taking a more cau
This episode of The Lou Perez Podcast is a collaboration with The Matt Balaker Podcast. We talk about blocking cowards on Facebook, Charlie Kirk, living in bubbles, and my roadtrip with Scott Thompson (The Kids in the Hall, The Larry Sanders Show, Buddy Cole)—a highlight of my life that I still haven't fully processed. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
Join us for a special Coffee Conversations, sponsored by Weatherproofing Technologies, Inc. (WTI), a division of Tremco, that highlights the ELEVATE Second Chance Program. Founded in 2019, WTI partners with Departments of Correction to deliver localized training, re-entry support and clear career paths into construction for people previously incarcerated. Participants gain access to competitive wages, benefits, safety gear, OSHA 10 certification and even free tuition opportunities. This conversation explores how second chance hiring restores confidence, supports re-entry into the workforce and helps the roofing industry address labor shortages while building a stronger, more inclusive future. Join us for this revolutionary conversation on October 30, 2025, at 7 a.m. PT / 10 a.m. ET. Learn more at RoofersCoffeeShop.com! https://www.rooferscoffeeshop.com/ Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up Sign up for the Week in Roofing! https://www.rooferscoffeeshop.com/sign-up Follow Us! https://www.facebook.com/rooferscoffeeshop/ https://www.linkedin.com/company/rooferscoffeeshop-com https://x.com/RoofCoffeeShop https://www.instagram.com/rooferscoffeeshop/ https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw https://www.pinterest.com/rcscom/ https://www.tiktok.com/@rooferscoffeeshop https://www.rooferscoffeeshop.com/rss #TremcoRoofing #WTI #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry
RBA kept Cash Rate unchanged at 3.60%, as expected; judged some of the increase in underlying inflation in Q3 was due to temporary factors.European bourses are lower across the board with sentiment downbeat; US equity futures are in the red, NQ -1.3%.DXY briefly returned to a 100 handle, GBP slipped post-Reeves, who failed to reiterate her tax-related pledges, Antipodeans lag.Gilts outperform amid tax rise speculation, USTs await Fed speak.WTI and Brent slip to lows given the risk tone, but XAU fails to benefit and sits sub-4k/oz.Looking ahead, US RCM/TIPP, New Zealand Jobs, RBNZ FSR, BoJ Minutes (Sep), French Assembly PLF Vote, Speakers including ECB's Nagel and Balz, BoE's Breeden & Fed's Bowman. Earnings from Fresenius MC, Ferrari; AMD, Supermicro, Marathon, Pfizer & Uber.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
This episode of The Lou Perez Podcast is a collaboration with The Matt Balaker Podcast. We talk about blocking cowards on Facebook, Charlie Kirk, living in bubbles, and my roadtrip with Scott Thompson (The Kids in the Hall, The Larry Sanders Show, Buddy Cole)—a highlight of my life that I still haven't fully processed. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
La priorità data al Pnrr ha rallentato l'attuazione dei fondi di coesione 2021-2027: al 31 agosto 2025 la spesa è ferma a 6 miliardi, pari all'8% dei 74,8 miliardi disponibili. Le risorse impegnate raggiungono il 27,1%. La Commissione ha autorizzato la riallocazione di una parte dei fondi verso nuove priorità come difesa, energia, alloggi e resilienza idrica, concedendo un prefinanziamento aggiuntivo e un anno di proroga per la spesa, fino al 2030. La cabina di regia guidata da Tommaso Foti ha esaminato rimodulazioni per 2,6 miliardi di quota Ue: 887 milioni agli alloggi, 729 milioni alle reti idriche, 278 milioni alla transizione energetica, 204 milioni alla piattaforma Step, 196 milioni a difesa e infrastrutture a duplice uso e 361 milioni alla formazione e occupazione. Sullo sfondo cresce la preoccupazione per un possibile accentramento della governance da parte della Commissione Ue: l'assessore lombardo Guido Guidesi avverte che la Lombardia rischierebbe di perdere 4,4 miliardi, penalizzando imprese, formazione e ricerca. La Regione ha partecipato a Bruxelles alla manifestazione della Cohesion Alliance contro la centralizzazione dei fondi. Le nuove regole Ue introducono la possibilità di finanziare progetti legati alla sicurezza e alla mobilità militare, ma l'adesione resta su base volontaria. Ne parliamo con Guido Guidesi, assessore allo Sviluppo economico di Regione Lombardia.Shutdown, Stati Uniti nel caos: sospensione di servizi sociali e aeroporti bloccatiNegli Stati Uniti lo shutdown prosegue da oltre un mese, paralizzando servizi pubblici e trasporti. La riunione d'urgenza convocata dal vicepresidente JD Vance non è bastata a rassicurare compagnie aeree e sindacati: oltre 800mila dipendenti federali sono senza stipendio da quattro settimane. I disagi toccano aeroporti, scuole, servizi per l'infanzia, tribunali e perfino i fondi alimentari per 42 milioni di americani. La crisi nasce dallo scontro politico tra Repubblicani e Democratici sul bilancio federale. Trump, in viaggio in Asia, ha lasciato Washington senza guida e attacca l'opposizione definendola responsabile del caos. I Repubblicani puntano a usare lo shutdown per ridurre la spesa sociale e tagliare personale pubblico, mentre i Democratici restano divisi. Nei trasporti la situazione è critica: 63mila controllori e addetti alla sicurezza lavorano senza paga, mentre cresce il timore di un collasso del sistema in vista del Ringraziamento. Andiamo dietro la notizia con Alessandro Plateroti, Direttore Newsmondo.itCome sta andando il mercato del Petrolio? Le sanzioni alla Russia influiranno sul prezzo?Opec+ ha deciso un nuovo aumento della produzione di 137mila barili al giorno dopo quelli di settembre e ottobre. L'incremento sarà sospeso da gennaio a marzo 2026 per motivi stagionali, ma resta l'obiettivo di 1,65 milioni di barili aggiuntivi giornalieri. I prezzi restano deboli: il Wti è a 60,98 dollari al barile e il Brent a 64,77 dollari. Il calo riflette l'incertezza sulla domanda cinese e l'impatto delle sanzioni Usa sul petrolio russo. Opec+ continua a monitorare il mercato con prudenza per evitare eccessi di offerta. La strategia di lungo periodo mira a riconquistare quote di mercato perse a favore degli Stati Uniti. Il 18 novembre è previsto un incontro tra Mohammed bin Salman e Donald Trump, che chiede un aumento della produzione per contenere i prezzi dei carburanti. Chevron prevede ulteriori ribassi nel 2026, mentre la prossima riunione Opec+ è fissata per il 30 novembre. Ne parliamo insieme a Sissi Bellomo, Il Sole 24 Ore.OpenAI sigla un accordo da 38 miliardi con Amazon per i servizi CloudOpenAI ha firmato un accordo settennale da 38 miliardi di dollari con Amazon Web Services per accedere a un'enorme capacità di calcolo basata su GPU Nvidia, necessaria per l'addestramento dei modelli di intelligenza artificiale. L'intesa arriva dopo quella con Microsoft e rafforza la posizione di OpenAI come attore chiave nel settore globale dell'AI. Amazon punta a consolidare il suo primato nel cloud in un momento di ristrutturazione interna e tagli di personale. Per OpenAI, ormai trasformata in una public benefit company, l'accordo segna il passaggio definitivo da laboratorio di ricerca a colosso industriale. Secondo stime interne, l'azienda prevede investimenti infrastrutturali fino a 1.400 miliardi di dollari. "L'infrastruttura di AWS sarà la spina dorsale delle ambizioni di OpenAI", ha dichiarato il CEO di AWS Matt Garman. Approfondiamo la questione con Biagio Simonetta, Il Sole 24 Ore.
We're celebrating the best time of the year with horrifying mouths and equally horrifying explosions. Yay! — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: @wellthatsinterestingpod Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: @wti_pod Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Today we had the pleasure of hosting Obinna Isiadinso, Global Sector Lead for Data Center Investments at the International Finance Corporation (IFC), a member of the World Bank Group and the largest global development institution focused on the private sector in emerging markets. Obinna leads investment teams on valuation and execution considerations, reviews private equity and credit transaction structures, and participates in transaction negotiations in the Data Center and Cloud sectors in emerging markets globally. He is also the author of the Global Data Center Hub on Substack (linked here). His career spans private equity, infrastructure, and real assets. We were thrilled to host Obinna and learn from him on one of today's most dynamic topics. In our discussion, Obinna outlines the IFC's role as the private financing arm of the World Bank, shares his background in private equity and digital infrastructure, and describes his current global portfolio focus. He explains the IFC's structure and mission to achieve commercial returns while ensuring developmental impact, its ~$100 billion balance sheet, and dual role as a lender and equity investor. We cover the IFC's role in digital infrastructure and data centers, why data centers matter for emerging market development, the IFC's investment approach and capital structure, and Obinna's Substack, which tracks and summarizes global data center activity. We discuss global market sizing (U.S. ~30 GW; Northern Virginia 3–4 GW; Europe FLAP-D ~1-1.5 GW each; South America ~1 GW; Africa ~500 MW, ~250 MW in South Africa; India ~1.2-1.3 GW; China ~3-4 GW; Malaysia ~250 MW with ~1 GW pipeline in 3-5 years), the growth outlook with hyperscalers planning to add 30-50 GW in 3-5 years and roughly ~$400 billion capex this year, cost benchmarks ($10-12 million/MW plus chips), build times, EBITDA economics, current valuation multiples, the evolving fuel mix, and the IFC's sustainability criteria. Obinna summarizes the IFC's market-by-market approach to energy sourcing, rising power demand in emerging markets (and potential competition for scarce power), the IFC's initiatives to expand generation and grid capacity in Africa, and the Middle East's bid to be a ‘Switzerland of AI Infrastructure.' We ended by asking Obinna for key trends he's watching including diversification of AI models, continuous training workloads, and growing private credit participation. It was a fascinating conversation and we can't thank Obinna enough for joining and sharing his insights. We look forward to staying in touch. Mike Bradley noted that this will be a pivotal week for markets, with the FOMC rate decision on Wednesday, a slew of Q3 reports from Big AI/Tech and Energy/Electricity companies throughout this week, and an OPEC+ meeting being held over the weekend. In the bond market, the 10-year bond yield continues to be stuck in the 4% range. The Fed is expected to cut interest rates by 25bps both this week and again in December. On the oil market front, WTI price has slipped back to ~$60/bbl as oil traders seem fixated again on the 2026 oil supply surplus rather than Russian oil sanctions. OPEC+ is expected to raise November oil production by another 137kbpd (similar to October) at this weekend's OPEC+ meeting. At Veriten, we still envision oil markets in 2026 being a “tale of two markets” with 1H26 being challenged and 2H26 being pretty constructive. In global market news, President Javier Milei's party scored a major win in Argentina's legislative elections, sending bond yields lower, the peso modestly higher, and a 20%+ surge in the Argentina stock market. On the broader equity market front, the S&P 500 continues to reach new highs with this week's move mostly due to optimism of a China-U.S. trade deal. A handful of Big AI/Tech names will be reporting this week (AAPL, AMZN, GOOG, META & MSFT) which could increase broader marke
I talked with author Raymond E. Foster about his new book, Chasing The Surge: Ten Thousand Rides into The American Night, his time as a police officer in the LAPD, the Free Masons, and his 10K rides as an Uber driver. What's it like to be on the job at the same time as your cop father? What is The Temple Within? And who would be stupid enough to try to steal a cop's car? (This bad decision lead to one of the three gunfights Raymond's been in.) Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Well, no one was expecting this. Join me as some of our most advanced machines fall to spineless hoards and for a villain-turned-almost-good-guy.— Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: @wellthatsinterestingpod Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: @wti_pod Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Why do we do it? Why subject ourselves to scary situations? The answers run deep. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: @wellthatsinterestingpod Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: @wti_pod Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Today we had the pleasure of hosting William Clouston, Party Leader of the Social Democratic Party (SDP) in the United Kingdom. William has served as Party Leader since 2018 and was re-elected in March 2020. He originally joined the SDP in 1982 and spent four years in the Conservative Party, becoming a District Councilor and serving on Tynedale Council. He holds both undergraduate and master's degrees in Urban Planning and Property Management. We became interested in connecting with William after reading the SDP's Energy Abundance paper published in September (linked here). Founded in 1981, the SDP is an economically left leaning and culturally traditional political party. Its flagship “Social Market” economic model views the private and public sectors not as opponents but as complementary parts of the same society. We were delighted to connect with William for an insightful discussion on the UK and Europe's energy policies and beyond. We covered a wide range of topics in our conversation, beginning with the purpose and motivation for writing Energy Abundance, including Britain's current energy crisis, marked by too little power, high costs, and overreliance on imports. William shares the history of the government's role in energy policy and the SDP's argument for a return to government-led energy development, starting with building gas and coal plants. He discusses reactions to the paper, the urgency of rebuilding domestic energy capacity, and the importance of distinguishing cost and value when considering investing $150 billion in grid stabilization and baseload generation. We compare the UK's energy landscape to Germany and the U.S., the risk of further productivity decline if energy issues persist, and public awareness of the energy crisis, which remains politically constrained by cultural and institutional apathy. We explore the SDP's economic and political philosophy, including the party's support for strategic trade protection and tariffs and its cultural traditionalism, emphasizing family as the foundation of society, nation-states, borders, and conventional values. We touch on how energy debates are often constrained by social norms, particularly around net zero, the SDP's 10-year energy plan proposing a state-run, vertically integrated utility, the UK's historical “dash for gas” and current overreliance on renewables, and the party's support for large-scale nuclear, favoring its “brute force” capacity and proven designs. We ended by asking William for his vision of the UK in ten years. We learned a lot and greatly appreciate William for sharing his deep knowledge of British politics, policies, and culture with us all. To start the show, Mike Bradley noted that the S&P 500 is up ~2% this week on better than expected quarterly results from the Big US Banks. AI & Electricity mania remain “the” key equity market drivers, which has also pushed the Consumer Discretionary, Technology & Utilities sectors higher this week. On the crude oil market front, WTI has sunk to ~$59/bbl, partly on the Gaza Peace Agreement but mainly due to growing concern with the 2026 global oil supply surplus. Both the IEA and OPEC published their monthly oil outlooks, with the IEA projecting a ~4mmbpd 2026 surplus, which is ridiculously higher than all other estimates. The reason oil prices seem to be moving lower this week (versus previous weeks) is because oil traders are pressing their bearish bets now that crude oil prices have finally broken to the downside. On the energy equity front, one of this week's biggest Energy/Electricity equity movers is Bloom Energy (up ~30%) on news Brookfield struck a $5B strategic partnership with Bloom to be their preferred fuel cell supplier at Brookfield's global AI factories. Q3 Energy results kick off this week with most investors expecting to hear a softening frac story but a scaling up of their power business. Most investors
I'm joined by comic-book artist and colorist Brett R. Smith, who's worked with DC Comics, Marvel, and Rippaverse. We talk about the problem with comic books today, Val Kilmer's greatest performances, and why Romancing the Stone works and The War of the Roses doesn't. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Attorneys on Retainer https://attorneysforfreedom.my.site.com/signupattorneysonretainerus/s/?promoCode=LU51ZEZ324 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Holy sh*t, good news. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: @wellthatsinterestingpod Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: @wti_pod Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
I talk with my friend, author, filmmaker, and pop culture historian, Mathew (with one “t”) Klickstein about Troma and Lloyd Kaufman's connection to Shakespeare; accessible asexuals; the one lack of representation you never hear about; and The Kids of Widney High. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Attorneys on Retainer https://attorneysforfreedom.my.site.com/signupattorneysonretainerus/s/?promoCode=LU51ZEZ324 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
Open up and say ahhhh. I'm about to stuff your mouth with gastroliths, history and a one night stand for the ages. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: @wellthatsinterestingpod Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: @wti_pod Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices
I had a great time talking with Lisa De Pasquale about life after losing 170 pounds and her new book, The Gen X Handbook for Middle Age. Ozempic means lots of thin women with fat-girl personalities. What a fun time to be a single guy! Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4 Attorneys on Retainer https://attorneysforfreedom.my.site.com/signupattorneysonretainerus/s/?promoCode=LU51ZEZ324 Support me at www.substack.com/@louperez Join my newsletter www.TheLouPerez.com Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081 Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices
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