Podcasts about wti

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

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Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &

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

We are back on the road this week for an insightful visit with Ray Zage, CEO of Tiga Investments, and Shon Hiatt, Director of the Zage Business of Energy Initiative and Associate Professor of Business Administration at the University of Southern California. Ray is a seasoned global investor who has led Tiga since 2017. He began his career at Goldman Sachs and has held roles in Singapore, New York, and Los Angeles. He serves on multiple boards and also advises early-stage technology ventures. Shon joined the USC Marshall School of Business from Harvard in 2014 and is also a Distinguished Fellow at the Hamm Institute for American Energy. His research focuses on entrepreneurship, global strategy, innovation and sustainability. This week, USC is hosting its annual Energy Business Summit (details here). We were delighted to spend time with Ray and Shon to hear their perspectives on today's evolving academic and energy landscape. In our conversation, we discuss the Zage Business of Energy Initiative and its mission to build a pipeline of future energy leaders equipped to develop practical investment approaches and spark innovation and entrepreneurship across industries. Shon reflects on his research in Europe, noting parallels with California's energy challenges, and Ray shares his motivation to support broader, more objective research in energy beyond just “cleanliness,” shaped in part by his experiences across Asia and his perspective on long-term, balanced energy policy. We explore the history of energy at USC, California's refining and energy policy challenges, lessons from Asia, China, and Singapore's long-term planning, the growing energy needs of data centers in Asia versus the U.S., and the strategic positioning of countries like Singapore. We touch on the USC Energy Business Summit and its lineup of topics from energy storage and renewables, nuclear energy, and AI and energy demand, as well as the growing interest among students in pursuing energy careers. We address global electricity demand trends, energy affordability in emerging economies, the impacts of geopolitical instability on energy security, China's energy strategy, the global competition for raw materials, nuclear power developments, Silicon Valley's growing embrace of nuclear and natural gas, the need for durable laws to support long-term energy investment, and more. We greatly enjoyed the discussion and appreciate Shon and Ray for joining. Mike Bradley kicked us off by noting that markets were largely focused this week on the impending U.S. government shutdown. Over the past 50 years, there have been 21 shutdowns with an average length of 7-8 days. The longest shutdown was 35 days (Dec. 2018 to Jan. 2019), which occurred during President Trump's first term. On the bond market front, the 10-year bond yield (4.15%) was down marginally this week on the impending shutdown. Bond markets are mostly focused on employment reports this week (JOLTS Job Openings, Initial Jobless Claims and Nonfarm Payrolls) which would be delayed in a shutdown. On the broader equity market front, the S&P 500 seems to be in “no man's land” at least until investors see the outcome and duration of this impending shutdown. On the crude oil market front, WTI price was down ~$3/bbl (~$63/bbl) this week for a couple potential reasons. Oil traders are growing concerned that OPEC+ could announce an oil production increase for November of 500kbpd (and 1.5mmbpd over the next three months) at their October 5th Meeting, which would increase the 2026 global oil surplus even further. In addition, President Trump's Gaza Peace Plan may also be weighing a little bit on oil price because it eliminates any “perceived” war premium in oil prices. He ended by discussing the impending Fermi America IPO (FRMI). Fermi, co-founded by former Energy Secretary Rick Perry, is a planned 11 GW energy and data center c

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

STRATEGY MASTER - CURSO EN VIVO | 01 AL 06 DE OCTUBREMas info Aquí!

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

STRATEGY MASTER - CURSO EN VIVO | 01 AL 06 DE OCTUBREMas info Aquí!

In this Week 39 edition of the GMS Weekly Podcast, we unpack the latest ship-recycling market trends, freight dynamics, currency and steel movements, and key regional updates from India, Bangladesh, Pakistan, and Turkey. This week's theme: Disconnect. Global Market Overview Dry bulk freight turned volatile: Baltic Dry Index ended the week with a net 2.5 % gain, driven by Capesize strength of about 5.5 %, even as daily readings slipped late in the week. Oil softened: WTI crude fell 1 % to around USD 65 per barrel, pressured by Kurdistan resuming crude exports after 2.5 years. Currencies weakened: Indian rupee dropped to INR 88.62, Bangladesh taka to BDT 122.04, and Turkish lira to TRY 41.58; only the Pakistani rupee strengthened, to PKR 282.50. Steel plate prices mostly flatlined, except India slid USD 15 to USD 409.20 per ton, weighing on sentiment. Bangladesh Chattogram stayed the quietest sub-continent market. Recycled steel failed to move, and larger LDT tonnage kept diverting to competitors. The taka closed at BDT 122.04, while 18 yards are HKC-compliant with more approvals expected next month. India Alang faced a tough week. The rupee weakened to INR 88.62, briefly near 89, and steel prices dropped to USD 409.20 per ton. Some speculative deals, like the 4,810 LDT container Niigata Trader at USD 480/LT LDT, look stretched as fundamentals deteriorate. Ongoing U.S. tariffs and sanctions continue to cloud Q4 prospects. Pakistan Gadani brightened the regional picture. Several bulkers changed hands, including Rising Harrier at USD 445/LT LDT and Puteri Kirana at USD 390/LT LDT (“as is” Surabaya). Strong local steel prices and a PKR strengthening to 282.50 support momentum, even as HKC compliance work continues. Turkey Activity remained subdued. The lira slipped to TRY 41.58, and local steel prices edged lower, keeping sentiment soft. Beach Breakdown With freight rates mixed and steel prices uneven, regional ship-recycling markets show a clear disconnect between fundamentals and bidding. For full details, vessel rankings, and port positions, download the GMS Weekly on our website or mobile app. Follow GMS on LinkedIn, Facebook, Instagram, and Twitter for daily updates.

WS chiude in rialzo ma rischio shutdown; Nuovo record per l'oro; WTI scivola con rischio Opec+; Electronic Arts: buyout record; Gaza: Bibi accetta piano per 20 punti di Trump Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P futures slightly higher, treasuries were weaker with the curve flattering. Asia equities ended mostly lower. European equities have been recovering from three-week lows. Yield flat to 3.7% at the short end, 10-year flat to 4.2%. Gold finished up, WTI crude was little changed at settlement. Dollar index up, bitcoin futures were down, but came off worst levels. Path of least resistance remained lower, as it has been over the last few days. Rates remains an overhang on sentiment as market dials back some of its near-term easing expectations. Thursday's macro data became the latest driver, particularly with another notable decline in initial claims. In addition, outside of Miran, Fed-speak today again highlighted some preference for a more cautious approach to easing. Companies Mentioned: AAR Corp, Heritage Financial, Olympic Bancorp, Tiptree, DB Insurance

STRATEGY MASTER - CURSO EN VIVO | 01 AL 06 DE OCTUBREMas info Aquí!

The only way to follow up last week's milestone is with the rarest of the rare medical cases. Fun. — 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 exciting opportunity to host Thomas Popik for a power-focused discussion. Thomas is the Chairman and President of the Foundation for Resilient Societies, a non-profit dedicated to strengthening the resilience and recoverability of critical infrastructure. In addition to his volunteer leadership at the Foundation, Thomas serves as a Principal at Geosegment Systems Corporation. He holds an MBA from Harvard and a B.S. in Mechanical Engineering from MIT. The Foundation for Resilient Societies is distinguished by the depth of its scientific, economic, and legal expertise. Several of its directors have held senior policymaking positions in the U.S. Government and now continue their societal contributions through private action. The Foundation has been instrumental in advancing policies and recommendations to better protect the electrical grid and other vital systems from emerging threats. We were thrilled to host Thomas. In our conversation, Thomas outlines the mission of the Foundation and how its nonprofit status strengthens credibility, recruitment, and advocacy. He highlights the rising frequency of outage “near misses” that the public is largely unaware of, the Foundation's engagement with FERC, NERC, and DOE, and how this work has helped shift official recognition of risks, including DOE's recent warning of up to 800 blackout hours per year by 2030. Thomas traces how we arrived at this level of instability, with factors including a net loss of ~1% per year in dispatchable capacity over the past decade, the retirements of coal, older gas, and petroleum-fired plants, and their replacement with wind and solar, which lack dispatchability. He shares market history, from the pre-2000 overbuild that drove up rates, through the 2010s when flat load growth masked declining capacity, to 2024, with excess capacity gone and the grid maxed out. Thomas outlines near-term solutions for grid stability, including halting premature retirements of dispatchable generation, enabling the use of backup generators at critical infrastructure, and improving legal and regulatory mechanisms to prevent retirements and declare emergencies. On the consumer side, we discuss tools such as dynamic pricing to discourage peak-time consumption, shifting habits like EV charging, and aggregating flexible load reductions from schools, homes, and businesses. Thomas also highlights the importance of public messaging to encourage rapid conservation during emergencies and notes longer-term measures including building new dispatchable generation. As mentioned, the DOE Resource Adequacy Report published in July is linked here. We learned a lot from our conversation with Thomas and greatly appreciate him joining us. To start the show, Mike Bradley noted that markets seemed to be in “no man's land.” On the bond market front, the 10-year bond yield has risen over the last week, despite the Fed following through with a 25 basis-point interest rate cut and signaling the potential for two more cuts this year. Looking ahead, employment reports, rather than inflation reports, are likely going to be the Fed's main focus. On the broader market front, the S&P 500 continues to hit all-time highs but is beginning to feel like it's in no man's land given that the FOMC meeting is in the rearview mirror and Q3 earnings reports are not on tap for several more weeks. On the crude oil market front, WTI price continues to trade in the low to mid $60s/bbl due to the give/take of Russian oil sanctions/energy infrastructure damage versus concerns of a 2026 global oil surplus keeping a ceiling on oil prices. On the electricity/energy equity front, he highlighted Landbridge Company's strategic partnership with NRG Energy on a potential data center in the Delaware Basin and noted that Governor Shapiro of Pennsylvania warned this

durée : 00:02:50 - Le brief éco - Le président américain a appelé mardi les Européens à cesser immédiatement d'acheter du pétrole russe, provoquant une hausse instantanée des cours du Brent et du WTI. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

Kendric Tonn is a painter. He paints. Not houses. Oil painting. On this episode of The Lou Perez Podcast I talk with Kendric about classical painting, Florence (the city, not my mother), El Museo del Prado, art collecting, and how he sees the world as a painter vs how I see the world as a comedian. Kendric gives a helpful tip on how to appreciate a Mark Rothko painting: Understand them, in a sense, as landscapes that you can project yourself into. You can experience Rothkos as emotional landscapes. And it turns out you don't need to be a millionaire to start collecting art. Kendric offers some great advice on how to get started. (It also works as really good dating advice.) If you'd like to buy Kendric's work, reach out to him. 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

Kendric Tonn is a painter. He paints. Not houses. Oil painting. On this episode of The Lou Perez Podcast I talk with Kendric about classical painting, Florence (the city, not my mother), El Museo del Prado, art collecting, and how he sees the world as a painter vs how I see the world as a comedian. Kendric gives a helpful tip on how to appreciate a Mark Rothko painting: Understand them, in a sense, as landscapes that you can project yourself into. You can experience Rothkos as emotional landscapes. And it turns out you don't need to be a millionaire to start collecting art. Kendric offers some great advice on how to get started. (It also works as really good dating advice.) If you'd like to buy Kendric's work, reach out to him. 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

In this Week 38 edition of the GMS Weekly Podcast, we cover the latest ship-recycling market trends, freight activity, steel prices, and key port updates from India, Bangladesh, Pakistan, and Turkey. This week's theme: September Serene? Global Market Overview Freight activity stayed mixed as the Baltic Dry Index held steady: Capesize gained about 1 percent, while Panamax and Supramax fell nearly 2 percent and 3 percent. Oil prices moved only slightly higher, with WTI crude closing at USD 62.74 per barrel, still down 1.4 percent for the month and 10.8 percent year on year. Currency markets softened: Indian rupee firmed to INR 88.09, Pakistani rupee to PKR 283.44, Bangladeshi taka to BDT 121.74, while Turkish lira slipped to TRY 41.41. Steel plate prices were steady across major recycling hubs: India USD 448 per ton, Pakistan USD 619 per ton, Bangladesh USD 519 per ton. Bangladesh Activity remains sporadic. Recyclers focused on larger LDT and LNG units as smaller ships drew little interest. One fresh LDT tanker arrival broke the quiet. The taka eased to BDT 121.74 and steel plate prices held at USD 519 per ton. With February 2026 elections ahead and infrastructure demand weak, most recyclers stay cautious. India Alang stayed the busiest yard, recording about 84 K LDT of arrivals including several OFAC-listed or sanctioned units that other markets rejected. Prime Minister Modi's visit to Bhavnagar caused partial shutdowns, but demand held firm. The rupee strengthened to INR 88.09 and steel plate prices remained flat at USD 448 per ton. India continues to lead LNG recycling sales. Pakistan Gadani logged a third straight week of no arrivals. DASR certification and slow Hong Kong Convention yard upgrades continue to limit activity. Still, fundamentals are strong: PKR strengthened to 283.44 and steel plate prices remain near the industry high at USD 619 per ton. Progress on HKC compliance could allow a market rebound later this year. Turkey The market remained quiet. The lira weakened further to TRY 41.41, import steel prices fell for a second consecutive week, and recycling activity stayed minimal. Beach Breakdown Global freight markets steadied and steel prices were unchanged. India saw the most arrivals, Bangladesh stayed selective, Pakistan waited for yard approvals, and Turkey remained subdued. For full details, vessel rankings, and port positions, download the GMS Weekly on our website or mobile app. Follow GMS on LinkedIn, Facebook, Instagram, and Twitter for daily updates.

Get ready to PARTY!!! We've got balloons, confetti and inappropriate behavior. — 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

This episode delves into the latest trends and key actions in various futures markets, focusing particularly on the impact of recent Fed decisions. Mark Longo alongside guest Carley Garner (DeCarley Trading), cover volatility in gold, silver, WTI crude oil, and livestock markets. They analyze significant moves, trade volumes, and option activities in these sectors, and provide insights into potential trading strategies. They also touch on the unusual behavior of gold and the introduction of Friday options in cattle, noting the implications for market dynamics.   01:04 Welcome to This Week in Futures Options 05:42 Movers and Shakers Report 14:00 Market Analysis: Metals and Commodities 28:23 Active Trading in Gold Options 29:25 The High Stakes of Gold's $4,000 Options 31:12 Silver's Surprising Performance 36:17 Exploring Energy Markets: Crude Oil Insights 44:18 Diving into Agricultural Options 51:39 Concluding Thoughts  

This episode delves into the latest trends and key actions in various futures markets, focusing particularly on the impact of recent Fed decisions. Mark Longo alongside guest Carley Garner (DeCarley Trading), cover volatility in gold, silver, WTI crude oil, and livestock markets. They analyze significant moves, trade volumes, and option activities in these sectors, and provide insights into potential trading strategies. They also touch on the unusual behavior of gold and the introduction of Friday options in cattle, noting the implications for market dynamics.   01:04 Welcome to This Week in Futures Options 05:42 Movers and Shakers Report 14:00 Market Analysis: Metals and Commodities 28:23 Active Trading in Gold Options 29:25 The High Stakes of Gold's $4,000 Options 31:12 Silver's Surprising Performance 36:17 Exploring Energy Markets: Crude Oil Insights 44:18 Diving into Agricultural Options 51:39 Concluding Thoughts  

This week's episode is a collaboration with comedian Michael Regilio, host of Regilio v Everything. We talk about being dumb, young, and punk—which for Michael meant being a young Republican in high school. I take a trip down memory lane of that time I was cancelled in Dallas. And Michael shares with me all the insane things I had no idea were happening in the world. Did Michael scare me? Yes. But I'm still hopeful for the future. And I'm looking forward to Michael's forthcoming comedy special. 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). How'd Lou start out? He began doing improv and sketch comedy while an undergrad at New York University, where he was part of the comedy group the Wicked Wicked Hammerkatz. Lou was a writer for Fox Sports' @TheBuzzer; produced The Attendants with Lorne Michaels's Broadway Video; produced pilots for FOX Digital and MSN Games; and was a comedy producer on TruTV's Impractical Jokers. Lou hosted the stand-up show Uncle Lou's Safe Place in Los Angeles, performed at the Big Pine Comedy Festival, Bridgetown Comedy Festival, Punching Up Comedy at Freedom Fest, and co-created the political comedy podcast Unsafe Space. Lou taught creative writing at the City College of New York, "writing the web series" for Writing Pad, and comedy writing workshops for the Moving Picture Institute. Lou worked with The Foundation for Individual Rights and Expression as Communications Manager and later as a producer and consultant. Their video "Taking a Knee in Sports? For what?" was broadcast during a USC vs. Notre Dame football game and was a SILVER ADDY® WINNER at the American Advertising Awards. Lou is also a brand ambassador for XX-XY Athletics and Attorneys for Freedom.  Learn more about your ad choices. Visit megaphone.fm/adchoices

This week's episode is a collaboration with comedian Michael Regilio, host of Regilio v Everything. We talk about being dumb, young, and punk—which for Michael meant being a young Republican in high school. I take a trip down memory lane of that time I was cancelled in Dallas. And Michael shares with me all the insane things I had no idea were happening in the world. Did Michael scare me? Yes. But I'm still hopeful for the future. And I'm looking forward to Michael's forthcoming comedy special. 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). How'd Lou start out? He began doing improv and sketch comedy while an undergrad at New York University, where he was part of the comedy group the Wicked Wicked Hammerkatz. Lou was a writer for Fox Sports' @TheBuzzer; produced The Attendants with Lorne Michaels's Broadway Video; produced pilots for FOX Digital and MSN Games; and was a comedy producer on TruTV's Impractical Jokers. Lou hosted the stand-up show Uncle Lou's Safe Place in Los Angeles, performed at the Big Pine Comedy Festival, Bridgetown Comedy Festival, Punching Up Comedy at Freedom Fest, and co-created the political comedy podcast Unsafe Space. Lou taught creative writing at the City College of New York, "writing the web series" for Writing Pad, and comedy writing workshops for the Moving Picture Institute. Lou worked with The Foundation for Individual Rights and Expression as Communications Manager and later as a producer and consultant. Their video "Taking a Knee in Sports? For what?" was broadcast during a USC vs. Notre Dame football game and was a SILVER ADDY® WINNER at the American Advertising Awards. Lou is also a brand ambassador for XX-XY Athletics and Attorneys for Freedom.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Week 37 edition of the GMS Weekly Podcast, we cover the latest ship recycling market trends, freight activity, steel prices, and key port updates from Bangladesh, India, Pakistan, and Turkey. This week's theme: Governing Goof-Ups! Global Market Overview Freight activity strengthened as the Baltic Dry Index rose 7.4 percent, with Capesize up 1.0 percent, Panamax 0.4 percent, and Supramax 0.5 percent. Oil prices moved higher, with WTI crude closing at USD 62.74 per barrel. Currency markets weakened: Indian rupee fell to INR 88.28, Pakistani rupee to PKR 284, Bangladeshi taka to BDT 122.02, and Turkish lira to TRY 41.33. Steel plate prices were steady across major recycling hubs: India USD 448 per ton, Pakistan USD 625 per ton, Bangladesh USD 519 per ton. Bangladesh Conditions remain bleak. Political uncertainty and slow Hong Kong Convention approvals continue. Only one 30 K LDT LNG carrier arrived. Recyclers face unsold inventories, and although inflation eased to 8.28 percent, ship recycling activity remains minimal. India Alang saw an influx of more than 155K LDT, including two large 33K LDT LNG carriers and several tankers. Despite this, a record-low rupee and tariff concerns kept buyers cautious. Steel plate prices held at USD 448 per ton and overall sentiment stayed restrained. Pakistan Gadani recorded no arrivals for the second week. Plate prices remained high at USD 625 per ton. Provisional DASRs and slow Hong Kong Convention yard upgrades kept buyers ready but inactive. The Pakistani rupee weakened to PKR 284. Turkey Activity stayed quiet. Red tape remains an issue, the lira slipped to TRY 41.33, and no market sales were reported. Beach Breakdown Freight markets strengthened and steel prices were unchanged. India had notable LNG arrivals, while Bangladesh, Pakistan, and Turkey experienced another subdued week.   For full details, vessel rankings, and port positions, download the GMS Weekly on our website or mobile app. Follow GMS on LinkedIn, Facebook, Instagram, and Twitter for daily updates.

We revisit the five conditions outlined in June that are necessary for crude oil prices to start reflecting the expected year-end weakness, and suggest that September could be a turning point for the oil market. Global oil inventories built, but the rise in OECD stocks has been modest by comparison. In response, both Brent and WTI curves have flattened out and turned into a ‘smile.' Refining margins and runs surged in the third quarter, supporting a rebuilding of global product inventories, though stocks in certain regions and products remain below their five-year averages. As a result, refining margins have eased from their previous stratospheric highs, yet continue to hold up well.   Speaker: Natasha Kaneva, Head of Global Commodities Research   This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5078020-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

STRATEGY MASTER - CURSO EN VIVO | 01 AL 06 DE OCTUBREMas info Aquí!

Storytelling has a certain power and influence over all of us—good and bad. Join me for an unforgettable TED Talk featuring Chimamanda Ngozi Adichie. — 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 I'm joined by The Radicalist David Josef Volodzko, news editor and senior writer at The Foundation for Individual Rights and Expression. If you have the means, FIRE is a great place to donate your money to. (Don't let the fact that I used to work for them sully your view of the premiere free-speech organization in the world.) David and I talk about his list of The New Yorker's racist staff writers, whether a hunger for ass makes one Black, Raja Jackson, and the curse my children put on me. I'm trying to forget the awful Thalidomide metaphor I made during the episode. It's not working. So here's my definition of Latinx — a word which, according to the center-left think tank Third Way, Democrats should stop using. I'm going to strike Thalidomide from my vocabulary as well. 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

Today I'm joined by The Radicalist David Josef Volodzko, news editor and senior writer at The Foundation for Individual Rights and Expression. If you have the means, FIRE is a great place to donate your money to. (Don't let the fact that I used to work for them sully your view of the premiere free-speech organization in the world.) David and I talk about his list of The New Yorker's racist staff writers, whether a hunger for ass makes one Black, Raja Jackson, and the curse my children put on me. I'm trying to forget the awful Thalidomide metaphor I made during the episode. It's not working. So here's my definition of Latinx — a word which, according to the center-left think tank Third Way, Democrats should stop using. I'm going to strike Thalidomide from my vocabulary as well. 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

In this Week 36 edition of the GMS Weekly Podcast, we break down the latest developments in the global ship recycling market, with updates from Bangladesh, India, Pakistan, and Turkey. This week's theme: Treading Water & Testing Nerves. Global Overview: Baltic Dry Index at 1,979, up 0.8%, though overall freight slid 2.3%. Oil prices extended losses: WTI settled at USD 61.9 per barrel. Currency shifts: Indian rupee at record lows in the 88s, Pakistani rupee steady at PKR 283.52, Bangladeshi taka slipped, Turkish lira at TRY 41.25. Steel plate prices: India flat at USD 448.88/ton, Pakistan firm at USD 625.44/ton, Bangladesh down sharply to USD 519.59/ton. Bangladesh: No fresh arrivals. Steel imports pressured prices, down over USD 21 this week. Only 21 operational yards remain, down from 35. Political uncertainty ahead of the 2026 election continues to stall Chattogram. India: Double jeopardy with tariffs and sanctions driving the rupee into record lows. Steel plate prices stuck at USD 448.88/ton. Despite over 100 HKC-approved yards, only one small cargo unit arrived recently. Alang remains busy on paper but is struggling in practice. Pakistan: Gadani stayed the best-placed market with firm plate prices at USD 625.44/ton and stable currency at PKR 283.52. A USD 42 million government initiative aims to deliver 31 eco-compliant yards by 2026. Fundamentals solid, but no new arrivals this week. Turkey: No recovery in sight. Plate prices slipped, the lira weakened to TRY 41.25, and sentiment remains weak. Beach Breakdown: Bangladesh silent, India pressured, Pakistan stable but waiting, Turkey still struggling. For full details, vessel rankings, and port positions, download the GMS Weekly on our website or mobile app. Follow GMS on LinkedIn, Facebook, Instagram, and Twitter for daily updates.

How do you give LSD to a spider? And why do some unrelated birds help each other out? All life's questions answered today! — 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

Meet & Trade - Tu cita mensual con el Mercado Próximo 10 de septiembre mas info Aquí!

Meet & Trade - Tu cita mensual con el Mercado Próximo 10 de septiembre mas info Aquí!

The Free Press's Lucy Biggers went from climate-crisis influencer to climate-alarm denier. I have no clue how big this episode's carbon footprint is, but it's worth all the coal we burned to make it happen. Lucy and I talk about her beginnings at NowThis, why climate change doesn't scare us anymore, hipsters bringing back dung stoves, and how all that money celebrities raised to aid the victims of the California fires might as well have burned up. 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

Fibonacci e Ichimoku - Curso en Vivo | Septiembre 2025 No te lo pierdas! mas info Aquí! https://shorturl.at/yFiXP- PepsiCo sube tras revelarse participación de 4.000 millones de dólares de Elliott.- Las acciones de Kraft Heinz caen con fuerza.- Índices a la baja: Dow -0,9%, S&P 500 -1,1%, Nasdaq -1,3%.Articulo: https://inversionesytrading.com/indices-bursatiles/nasdaq/sp-500-28/ Guías de Trading Gratuitas

Fibonacci e Ichimoku - Curso en Vivo | Septiembre 2025 No te lo pierdas! mas info Aquí! https://shorturl.at/yFiXPGuías de Trading Gratuitas

We need good news and we need it stat. I can help.  — 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

This week we are delighted to welcome Betty Jiang, Managing Director of U.S. Integrateds and E&P Equity Research at Barclays. Betty joined Barclays in 2023 after leading the U.S. ESG Research team at Credit Suisse and has more than 15 years of equity research experience, with prior roles at UBS, Illuminate Capital Group, and Bank of America. We were thrilled to hear Betty's insights on what's top of mind for investors, key themes from earnings, and a preview of Barclays' upcoming 39th Annual Energy-Power Conference, taking place next week from September 2-4 in New York. In our conversation, Betty shares why she finds energy research compelling and reflects on the interesting timing of her career, beginning in 2007 during the shale boom years. She explains how her experience in ESG and sustainability broadened her analytical skills and highlighted the complexity of the energy transition. We discuss the value of cross-sector research collaboration and Betty outlines key takeaways from Q2 earnings, including significant increases in free cash flow, shale resilience, a long-term bullish gas production outlook, and a market focus on efficiency and free cash flow discipline. We explore the intersection of gas and power demand and how factors like regional grid dynamics and AI are shaping the sector, the continuing need for baseload power, reluctance in adopting low-carbon gas, the importance of strategic positioning and capability for companies seeking exposure in power markets, and gas price and production outlook. Betty provides an insider perspective on how she navigates earnings season, noting how AI and research tools are increasingly shaping how research is consumed and analyzed, while emphasizing that AI cannot replace deep analysis essential for understanding nuance, context, and cross-company trends. We discuss the tension between short-term shareholder expectations and long-term strategic initiatives, emphasizing the importance of a clear “North Star” and consistent communication. Betty notes that energy sector investors vary widely, and while the E&P sector is generally out of favor with generalists, sustained capital discipline, cash returns, and demonstrated resilience are attracting renewed interest. We touch on the challenge of differentiation in energy companies and how thoughtful execution and innovative approaches can create competitive advantages, the key themes for Barclays' upcoming conference with over 170 companies currently registered to attend, how efficiency gains and current free cash flow could influence 2026 outlooks, and more. It was a fantastic discussion and we greatly appreciate Betty for sharing her time and insights. To start the show, Mike Bradley noted that last week's COBT theme was investor “anticipation” of the Jackson Hole meeting, while this week it's investor “expectations” around NVIDIA's Q2 results/forward guidance. On the broader equity front, the S&P 500 hit another high last week but traded sideways this week ahead of NVIDIA's Q2 results. NVIDIA expectations are pretty bullish, with most expecting a beat-and-raise quarter, and the only real question at this point is whether NVIDIA's forward outlook will be bullish enough to satisfy investors. At a $4.4 trillion market cap, larger than all but three countries' GDP, NVIDIA's AI commentary and forward guidance will be a market mover. On the crude oil market front, WTI price continues to trade sideways (low-mid $60s) amid continued 2H25 global oil surplus concerns that are being somewhat offset by lack of headway in Russian/Ukrainian peace (leading to possible stiff oil sanctions). On the natural gas front, U.S. natural gas price (prompt & 12mo strip) were trading at ~$2.70/MMBtu & ~$3.50/MMBtu (YTD lows). Investor sentiment is still more bullish for natural gas E&Ps, even though prompt natural gas price has significantly underperformed prompt WTI price this year. Mike also highlighted a

Today's episode starts out on a disappointing note. My guest Rian Stone, video essayist and author of the novels Softbone: Down and Out in New Kowloon and The Dog Walker, thought he was coming on to talk to his professional-wrestling hero, “Lightning” Lou Perez. I'm sorry I had to break the kid's heart—I am not that Puerto Rican guy—but I think I made up it up to Rian. We talked about culture as a weapon (see Jackson Pollock and Martha Graham); what it's like to host a stand-up show with Bill Burr in the lineup; my good friend and Ski School alum Dean Cameron; and why Rian (and you) should see The Naked Gun reboot. Turns out, Rian and I are a rare breed: We like things. And we want to get back to making things that are fun and seeing things made that are fun too. 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

Never take a hammer to a spider and never underestimate a worm, even if it's smaller than a grain of rice. — 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

Yesterday we had the pleasure of hosting Dr. Michael Crow, President of Arizona State University. On Monday, we spent the day in Phoenix with Dr. Crow and his team, learning how ASU has been rethinking and reshaping the traditional university model to better reflect today's fast-paced, high-tech world. The changes we saw are significant. Michael and his team are bringing innovation and disruption to a space long associated with tradition and stability. We loved the day and were delighted to have Dr. Crow join us for COBT.Before joining ASU as President in 2002, Dr. Crow served as Executive Vice Provost at Columbia University. His book Designing the New American University (2015) outlines the philosophical ideas he shared with us. At Veriten, we think of ourselves as an energy “knowledge platform,” so it was inspiring to talk with Dr. Crow about how to redesign the world's “knowledge machines”— our universities. As you'll hear in the discussion, ASU today is the nation's largest university, with nearly 180,000 students enrolled across itheir in-person and virtual platforms.Our conversation covered a wide range of issues, opportunities, and new ideas shaping higher education. Since 2002, Dr. Crow and his team have worked to transform ASU's culture and philosophical approach, putting student learning and advancement back at the center of everything. We discuss how technology adoption has played a role, how Arizona shaped the outcome, how ASU expanded beyond state borders, and how the university's unique approach to funding has enabled growth. Most importantly, you'll hear how ASU embraces a customer-centric, partnership-driven mindset that is pushing both direction and outcomes. Many institutions talk about changing the world—at ASU, they are attempting to do so at scale. Through new teaching technologies and methods, they are exporting their approach to other universities as well. In a time when elite institutions are often criticized for stagnation, Dr. Crow's vision is a refreshing reminder of the art of the possible.Turning to markets: Mike Bradley began by noting that the 10-year bond yield (4.3%) remains in a very narrow trading range. Even with last week's hotter-than-expected PPI report, markets still overwhelmingly expect the Fed to cut rates by 25 basis points at the September 17th FOMC meeting. He also highlighted that markets will be laser-focused on Chairman Powell's Jackson Hole speech this Friday, a venue often used for key policy announcements on inflation and employment—so expect some volatility later this week and into next. On equities, Mike noted that the S&P 500 hit another all-time high last week but is pulling back this week on a modest (2–3%) decline in the Tech sector. NVIDIA and a few large retailers are the last S&P names left to report Q2 results; after that, markets will likely be more driven by global events than earnings. On crude oil, WTI continues to drift lower (~$62.50/bbl) amid hopes of a Russia–Ukraine peace deal. Finally, Mike highlighted the all-stock merger between Black Hills Corp and Northwestern Energy Group, creating a $15+ billion regulated electric and natural gas utility. We hope you find today's discussion as insightful and engaging as we did. Our best to you all!

A few weeks back I had former Detroit Piston Scot Pollard on the pod and this week I have current…Piston fan Kirk Wilcox. Both men have Piston jerseys with their last names on them. To which I wonder, is it tougher as an adult to wear a personalized jersey? Kirk and I talk about Warped Tour, the ‘04 “Going to Work” Pistons (appropriating blue-collar costumes), Marc Maron's Doug Allen act, and Franklin Delano Roosevelt (via Amity Shlaes's The Forgotten Man). FDR was stealing gold, killing pigs, technocrat'ing with chickens—and he still gets praise today, even though he reigned before “The Big Switch.” We have a new show on Lions of Liberty! The Politicks Podcast! Be sure to subscribe to the standalone Politicks Podcast feed. This is the absolute best way to support the show! Listen and subscribe on Apple Podcasts and Spotify. And remember, they're all Blood Suckers! Care about your liberty and future? Don't miss the Expat Money Online Summit, October 10–12, hosted by Mikkel Thorup of the Expat Money Show. It's free to attend and features top experts on protecting wealth, securing second residencies, lowering taxes, and owning property abroad. Upgrade for lifetime replay access and VIP panels with promo code LIONS for 20% off. 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). Lou is also a brand ambassador for XX-XY Athletics and Attorneys for Freedom. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's Post - https://bahnsen.co/45lNva0 Analyzing a Flat Market and the Impacts of International Events In this Monday edition of Dividend Cafe, the host discusses the relatively stagnant state of the DOW, S&P 500, and Nasdaq, attributing this to ongoing events such as the meeting between President Trump, European leaders, and Ukrainian President Zelensky, and the upcoming Jackson Hole meeting with Chairman Powell. The episode delves into metrics like the earning yields and price-to-book ratios of the S&P 500, highlighting historically low real earnings yield due to high stock prices despite high earnings and moderate inflation expectations. David also explores foreign investments in U.S. stocks, particularly a record $163 billion purchase in June, insights into tariff impacts and court rulings related to the Consumer Financial Protection Bureau, and the uncertainty surrounding upcoming Fed rate cuts. On the energy front, updates include WTI closing at $62.63 and midstream energy sector trends discussed at a recent Las Vegas conference. The episode concludes with an overview of the supply-side effects of monetary and fiscal policy, touching upon tariff implications and monetary supply growth. 00:00 Introduction and Market Overview 01:38 Inflation Insights and Market Metrics 03:35 Valuation Indicators and Market Analysis 05:33 Foreign Investments and Geopolitical Updates 07:30 Tariffs and Legal Challenges 11:07 Economic Indicators and Sector Performance 13:21 Energy Sector Deep Dive 15:52 Monetary Policy and Supply Side Economics 17:51 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

S&P futures slightly down, coming after solid gains last week that saw several fresh record highs. Treasuries are a bit firmer across the curve. Yields are down after bear steepening move last week. Dollar index up, Gold up. Bitcoin futures down, WTI crude up. Geopolitics remains the biggest focus over the weekend after Friday's summit between Trump and Putin ended with no commitment for Russia to end the Ukraine war. European leaders including Ukraine's Zelenskiy are set to meet Trump in Washington today, while White House officials confirmed the US would offer Ukraine a secure guarantee. Companies Mentioned: Saudi Aramco, Petrobras, Tesla

Get ready for chubs and substances. Join me as we virtually dive with seals and peer pressure flies into bad choices. — 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

Gaby Blanco from the Dissident Project was born and raised in Havana, Cuba. She joins me today to talk about the communist island American leftists love to defend— while living in the United States, of course. What's it like to grow up with food rationing, no freedom to criticize the state, and with Cuba's big business of medical slavery? Gaby separates truth from propaganda. I hope you enjoy it. And if you're in Cuba, please let me know. Thanks to the Revolution Cubans in Miami can freely criticize the Cuban government without fear of imprisonment. Cuba would be better off had it not waited until 2021 to legalize private companies. 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

Will deFries joins the show to talk West Texas Invitational, Tommy Lad's Sunday, the left hating hot sorority rush videos, Umpire Kid, and Run it Back Support us on Patreon and receive weekly episodes for as low $5 per month: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.patreon.com/circlingbackpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Watch all of our full episodes on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/washedmedia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • (0:00) Fun & Easy Banter • (13:58) This Weekend in WTI • (47:50) Tommy Lad • (52:10) Sorority Rush Videos • (1:02:45) Umpire Kid • (1:06:45) Run it Back Support This Episode's Sponsors: Tecovas: Right now get 10% off at ⁠https://tecovas.com/crclbk⁠ when you sign up for email and texts. Poncho: Go to ⁠https://ponchooutdoors.com/steam⁠ for $10 off your first order and free shipping. Aura Frames: Exclusive $35-off Carver Mat at https://auraframes.com/ Promo Code CIRCLING ⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

I hope you're hungry and have a clear schedule: we're about to embark on 2 experiments that include laced blood and thick goo. — 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