The Epstein Files: Missing Evidence, Free Speech Under Attack, & The Retail Investing Frenzy | Tom Bilyeu Show Live
<p>Welcome back to another lively episode of Impact Theory with Tom Bilyeu! In this special live show, Tom Bilyeu and co-host Drew dive headfirst into the hottest headlines of the week—from the DOJ's sudden halt in releasing the Epstein files, to record-breaking retail investor activity in the markets, and Spain’s controversial move to hold tech CEOs criminally responsible for speech on their platforms.</p> <p>They tackle conspiracy theories surrounding Ghislaine Maxwell, dissect the ever-present battles over free speech, and unpack the economic signals behind a Pokémon card selling for an eye-watering $16 million. The conversation winds throu...
1 hr 1 min
2026 February 18
Bill Miller: The Bitcoin and Amazon Billionaire
<p>On this episode of Chit Chat Stocks, Brett and Ryan dive into the career of investing legend Bill Miller. We discuss: </p><p><br /></p><p>(00:00) Introduction </p><p>(03:40) Bill Miller's Unique Investment Style and Background</p><p>(07:51) Case Study 1: Dell Computer</p><p>(18:28) Case Study 2: The Great Financial Crisis and Major Missteps</p><p>(30:22) Case Study 3: Amazon</p><p>(47:27) Case study 4: Bitcoin</p><p>(53:59) Lessons from Bill Miller's Investment Philosophy</p><p><br /></p><p>*****************************************************</p><p>Sign up for our stock research service, Emerging Moats: emergingmoats.com </p><p>*********************************************************************</p><p>Chit Chat Stocks is presented by I...
Is AI a Mistake? (EP. 452)
<p>On episode 452 of Animal Spirits, Michael Batnick and Ben Carlson discuss the software apocalypse, stock market blow-ups, AI fear-mongering, how AI will impact your job, in defense of SaaS, the ex-US trade is working, a bull market in Japan, Gen Z loves the stock market, prediction markets, a takedown of The Millionaire Next Door, middle-aged dad milestones and more.</p> <p><br></p> <p>This episode is sponsored by Teucrium and YCharts</p> Find out more at https://teucrium.com/agricultural-commodity-etfs Explore Hamilton Lane benchmarks on YCharts, and get 20% off your initial YCharts Professional subscription (new customers only). <p><br></p> <p>Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe</p> <p><br></p> <p>Find complete show notes on our blogs:<...
Talk Your Book: Investing in a Concentrated Stock Market
<p>On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Matthew Bartolini from State Street Investment Management to discuss: stock market concentration, the S&P 493 vs. the Mag 7, dividends vs. share buybacks and more.</p> <p> </p> <p>Find complete show notes on our blogs...</p> <p>Ben Carlson’s A Wealth of Common Sense</p> <p>Michael Batnick’s The Irrelevant Investor</p> <p>Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.</p> <p> </p> <p>Check out the latest in financial blogger fashion at The Compound shop:
Podcasts
Year-End Planning: The Basics of Charitable Giving
<p>In this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus on year-end decisions. He explains how charitable deductions work, common planning mistakes to avoid, and why generosity is most effective when paired with a resilient financial plan. Roger also shares a Rocking Retirement in the Wild story from a listener who is actively living a purpose-filled retirement, reflects on the corporate language we can leave behind when we retire, and answers listener questions on retirement readiness, gifting inheritance early, and the risks of relying on...
Raging Moderates: Trump’s Sparking Culture War Fights to Bury the Epstein Scandal
<p>Scott Galloway and Jessica Tarlov explore a weekend that showcased two very different Americas: Bad Bunny celebrated unity across the continent, while Donald Trump leaned into culture wars, attacking an Olympic skier for expressing mixed feelings about representing the U.S. and amplifying a racist video of the Obamas. At the same time, Congress is reviewing Epstein files, Ghislaine Maxwell is publicly hinting at clemency deals, and Trump’s allies are facing political scrutiny. They also break down Trump’s economic message ahead of the midterms — from AI-driven growth claims to foreign investment promises — and whether everyday Americans are actually...
SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play
<p>(We talk about SpaceX at the very end of the episode)</p><p><br></p><p>The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:</p><p><br></p><p>(00:00) Introduction</p><p>(04:46) Analyzing Wise's Impressive Earnings</p><p>(14:56) Intel's Role in the AI Era</p><p>(25:35) Interactive Brokers: A Business Powerhouse</p><p>(33:46) Netflix's Strategic Shifts in Streaming</p><p>(40:31) Netflix's Strategic Moves and Content Integration</p><p>(45:31) Advertising Revenue and Market Dynamics</p><p>(50:09) Exploring a new micro cap</p><p>(01:03:26) PayPal's Acquisition <...
Year End Planning: RMD Rules for IRAs & Inherited IRAs
<p>In this episode, Roger Whitney walks listeners through the complexities of inherited IRAs, highlighting the impact of the SECURE Act of 2019 and clarifying the distinctions between eligible and non-eligible designated beneficiaries. He explains how these classifications affect withdrawals and tax planning, making the rules easy to understand. Roger also answers listener questions on topics like retirement team selection and funding health insurance with HSA accounts. Beyond the numbers, he shares practical strategies for creating more meaningful holiday conversations, drawing on real-life examples to show how curiosity and intentionality can help you connect more deeply with the people you care...
Mixed-Use Value, Retail Upside and Triple Net Strategy ft. Jamie Thiel and Jeni Burke
<p>Jamie Thiel and Jeni Burke join Ash and Amanda to share how they transitioned from residential real estate and limited partner investing into larger commercial opportunities, leveraging their complementary strengths to build a growing portfolio together. Jamie began as an LP in 2018 while working as a commercial roofer in multifamily, gaining exposure to ownership from the vendor side. Jeni, with over two decades of experience as a licensed real estate agent and a background in small multifamily investing, brought operational depth and acquisition experience. After reconnecting at a Women in Real Estate event, they launched their company and quickly...
Why Anointment Decides Who Really Rises, with Toby Stuart
<p>What if success depends less on merit and more on the quiet transfer of status? In this episode, Guy Kawasaki interviews Toby Stuart, UC Berkeley Haas professor and leading expert on innovation and social networks, to break open the unseen systems that shape who rises and why.</p><p>Drawing from his new book Anointed, Toby explains how institutions — universities, investors, employers — confer credibility in ways that compound over a lifetime. He and Guy explore Silicon Valley myths, reverse anointment, and why AI may both democratize and distort fairness.</p><p>A sharp, eye-opening look at achievement, status, and the...
Rebalancing Retirement Accounts
Quint and Allie talk about rebalancing your retirement accounts: how often, tax consequences, and why it is helpful. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Reading a Brokerage Statement
Quint and Logan talk about understanding the different items on your brokerage statement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Podcast Pioneer PJ Vogt’s Second Act: Less Budget, More Control
<p>PJ Vogt helped invent modern narrative podcasting with “Reply All.” Now he’s running “Search Engine” with a much smaller team and a lot more control. We talk through what he gave up this time around, what he gained, and how he actually makes the show each week.</p> <p><br>I loved this conversation when we recorded it earlier this year. And I think it’s just as relevant now, as media talent — and lots of people in other industries, too — are figuring out how to think about money, ownership and scale.</p><p> </p><p>Learn more about your ad ch...
Trump and Canada, How ‘Resist and Unsubscribe’ Affects Scott’s Investments, and the Power of Focus
<p>Scott weighs in on Trump’s escalating rhetoric toward Canada, explains why he’s unsubscribing from Uber, Amazon, and other Big Tech platforms, and argues that the biggest competitive advantage most people ignore is ruthless focus.</p> <p><br></p> <p>Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit.</p><p> </p><p>Learn more about your ad choices. Visit podcastchoices.com/adchoices</p>
Emergency Pawd: AI Agents Are Here and They Change Everything with Richard McGirr
<p>Richard McGirr records an emergency solo episode explaining why 2026 will be the year AI agents fundamentally change how real estate businesses operate. He introduces OpenClaw, an open-source AI agent framework, and explains how agents differ from chat tools by having memory, tool access, and the ability to run autonomous workflows.</p> <p>Richard shares real examples from his own business, including tracking legal document revisions, generating daily sales intelligence across CRM, email, and calls, and replacing repetitive VA-style reporting with automated agent summaries. He also warns extensively about the security risks of agent tools, outlining why strict permissions and...
Alex Behring and Daniel Schwartz - Inside 3G Capital
<p>My guests today are Alex Behring and Daniel Schwartz, Co-Managing Partners of 3G Capital.</p> <p>3G has built one of the most distinctive firms in investing around a simple idea: there are only a handful of truly great businesses and even fewer great CEOs. Their model is to raise capital with the intention of making just one investment per fund, commit meaningful amounts of their own money alongside their partners, and focus all of their time and best people on that single opportunity. </p> <p>Their approach has produced a series of iconic deals, including Burger King, Tim H...
Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?
<p>The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:</p><p><br></p><p>(00:00) Introduction</p><p>(03:02) Analyzing Monday.com</p><p>(11:04) Big Tech and AI: Alphabet's Bond Issuance</p><p>(21:32) Value Play or Value Trap</p><p>(36:32) AI Disruption in Consulting</p><p>(41:13) Earnings Insights: Oscar and Spotify</p><p>(53:31) The Rise and Fall of Tai Lopez</p><p>(59:11) Listener Questions and Market Insights</p><p><br></p><p>*****************************************************</p><p>Subscribe to Emerging Moats Research: emergingmoats.com </p><p>*********************************************************************</p><p>Chit Chat S...
Running a Newsroom in Minneapolis + How to Make a Game of Thrones For Less
<p>In an ideal world, I wouldn’t be bringing you an interview with the editor of the Minnesota Star Tribune about her paper’s coverage of the killing of Alex Pretti in the same episode where I interview the man behind HBO’s newest Game of Thrones show.</p> <p>But we’re not in an ideal world right now.</p> <p>So here’s a conversation with Star Tribune editor Kathleen Hennessey — who left the New York Times to take the gig less than a year ago — about the challenges of covering the chaos in the Twin Cities, and how the pap...
Jeff Bezos Used To Be In Love with The Washington Post. What Happened?
<p>Jeff Bezos used to be the savior of The Washington Post. He bought it for $250 million in 2013, and then invested money and energy into turning it around — and it worked.<br>Now the Amazon founder is decimating the Post’s staff, and his managers are telling the ones who are left that things have to change.<br>So what happened, and what happens next? Erik Wemple is the right person to ask: He spent years covering media at the Post, and now he’s at the New York Times, where he’s covering the collapse of his old home.</p><p> <...
Inside Bari Weiss’s Rise: LA, Sun Valley, and the Mogul Network
<p>How, exactly, did Bari Weiss become the head of CBS News?</p> <p>We know that David Ellison, who bought Paramount last year, hired her — and bought The Free Press, the publication she started a few years earlier. But how did she get on Ellison’s radar? And why are so many media moguls, like Ellison, huge fans?</p> <p>New York magazine’s Charlotte Klein knows. She recently published an excellent profile of Weiss that tracks her ascent over the last few years, and I wanted to talk to her about it. It’s a story about networking, talent...
Who Were the Women of Ravensbrück? Lynne Olson on Courage in Captivity
<p>What makes ordinary people do extraordinary things? In this episode of Remarkable People, bestselling author and historian Lynne Olson joins Guy Kawasaki to uncover the powerful story behind The Sisterhood of Ravensbrück—a true account of courage, solidarity, and resistance inside Hitler’s largest concentration camp for women.</p><p>Through her signature storytelling, Olson shares how a group of French women banded together to defy the Nazis and protect one another in the darkest of times—and why their legacy still speaks to us today.</p><p>---</p><p>Guy Kawasaki is on a mission to make yo...
SAVE ACT Exposed: The Secret Reason 84% of Americans are Being Ignored.
<p>Welcome back to Impact Theory with Tom Bilyeu. In this thought-provoking episode, Tom Bilyeu dives deep into the heated debate around voter ID laws, unraveling the real reasons behind the controversy. Using eye-opening examples from around the world, Tom Bilyeu challenges the idea that requiring ID to vote is about race or suppression, and instead explores how political incentives and structural systems shape the conversation.</p> <p>You'll hear compelling stories of everyday fraud, surprising facts about global voting requirements, and a breakdown of how census data and immigration policy intertwine to affect political power and the economy in...
What Counts as an Emergency?
Quint and Logan talk about the current volatility in the markets and how to evolve your emergency fund over time. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Understanding The Collapse Of Global Trade, The End Of The World Order & America's Hidden Advantage
<p>Welcome back to Impact Theory with Tom Bilyeu! In this episode, Tom sits down with geopolitical strategist Peter Zeihan for a fascinating deep dive into the tectonic shifts shaping our world order. Together, Tom Bilyeu and Peter Zeihan unpack why the global landscape is changing—and why it isn’t just about any single political figure, but rather the collision of long-standing trends in trade, demographics, and national priorities.</p> <p>You'll hear Peter Zeihan break down how the post–World War II system, built on American-led security and global cooperation, is unraveling amidst demographic decline and shifting alliances. They e...
Building Dreams: The Art of Affordable Housing Development ft. Michael Oden
<p>Michael Oden shares his journey from Detroit to Atlanta, highlighting his innovative approach to affordable housing development. As a broker developer, Michael focuses on acquiring raw land and leveraging creative zoning strategies to unlock value and increase housing density. He discusses the importance of understanding local market factors, such as area median income, to set affordability thresholds and ensure that new construction projects remain financially viable even in challenging economic environments.</p> <p>Michael Oden</p> <p>Current role: CEO and Affordify Housing Fund, Dream Home Today, </p> <p>Based in: Atlanta, Georgia</p> <p>Where to find them:</p...
Uber Stock: Why This Investor Thinks There Is Still Massive Upside From Here (Ticker: UBER)
<p>On this episode of Chit Chat Stocks, Aria Radnia stops by to discuss his thesis on Uber (Ticker: UBER). We discuss:</p><p><br></p><p>(00:00) Introduction</p><p>(02:24) Understanding Uber's Revenue Streams</p><p>(03:51) Geographic Diversification and Growth Opportunities</p><p>(08:15) The Autonomous Vehicle Threat and Opportunity</p><p>(30:17) Profitability of Uber Eats</p><p>(31:03) Uber's Expansion into Grocery and Retail</p><p>(33:36) Advertising Revenue: A Key to Profitability</p><p>(37:43) Exploring Uber's Moonshot Projects</p><p>(42:51) Uber's Investment Portfolio and Market Penetration</p><p>(49:18) Valuation Insights and Future Growth</p><p><br></p><p>Aria's Twitter: https...
Best Car Insurance?
Quint and Logan talk about the different kinds of car insurance and what to consider for what type to have on your vehicle. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
China Decode: What the Fire Horse Reveals About China’s Past and Future
<p>China is entering the Year of the Fire Horse — a zodiac pairing that comes around just once every 60 years. The last time was 1966, the year the Cultural Revolution began. So is this simply symbolism… or could it hint at something more? In this special Lunar New Year episode of China Decode, Alice Han is joined by writer and commentator Lijia Zhang to unpack the meaning — and the mythology — behind the Fire Horse. They explore how astrology, politics, and economics intersect at a pivotal moment for China. From falling birth rates and zodiac baby booms to record-breaking Spring Festival travel, what doe...
The Compliance Minefield in Capital Raising That Will Blow Up Your Deal (and How to Avoid It) with Seth Bradley
<p>Seth Bradley explains why many common capital-raising practices in real estate are quietly illegal and increasingly risky as regulators, investors, and institutions pay closer attention. He breaks down why intent and deal quality do not matter if securities laws are violated, and why compensation tied to capital raised is the fastest way to cross the line. Seth walks through the three legally distinct roles in capital raising active participant, passive participant, and third party and shows how co-GP and finder models are frequently abused. He concludes by explaining why compliant fund-to-fund structures are rapidly becoming the preferred path for...
What It Takes to Fix a Broken Healthcare System with Erin Nance
<p>Erin Nance is an orthopedic surgeon who has seen firsthand how often patients—especially women—are misdiagnosed, dismissed, or overlooked. In this conversation with Guy Kawasaki, she unpacks why curiosity and humility matter more than hierarchy, how AI is reshaping diagnosis, and why being believed can be lifesaving. Drawing from her book Little Miss Diagnosed, Erin challenges how medicine is practiced and shows how patients and doctors alike can do better.</p><p>---</p><p>Guy Kawasaki is on a mission to make you remarkable. His Remarkable People podcast features interviews with remarkable people such as Jane Goodall, Marc...
Talk Your Book: The 3 A's of the U.S. Economy
<p>On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Bill Mann, Chief Investment Strategist at Motley Fool Asset Management to discuss: asset prices, artificial intelligence, affluent consumers and what it all means for the stock market.</p> <p><br></p> <p>Find complete show notes on our blogs...</p> <p>Ben Carlson’s A Wealth of Common Sense</p> <p>Michael Batnick’s The Irrelevant Investor</p> <p>Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.</p> <p><br></p> <p>Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com</p> <p><br></p> <p>Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See
Planning for Low Income Years
Quint and Allie talk about a day in New York City and how to take advantage of low income years. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
No Mercy / No Malice: Role Models
<p>As read by George Hahn.</p> <p>https://www.profgalloway.com/role-models/</p><p> </p><p>Learn more about your ad choices. Visit podcastchoices.com/adchoices</p>
Retire on FIRE: Rocking an Early Retirement- Henry and Lucy's Resources
<p><br>As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy move from dreaming to feasibility, organizing the real financial resources available to support an early retirement in their 40s. This episode centers on trade-offs, confidence, and the reality of giving up earned income decades early. Roger and the couple walk through income assumptions, assets, and risk tolerance before closing with listener advice, a Smart Sprint, and words for the year.</p><p>OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN</p>(00:00) This show is dedicated to helping you not just survive retirement, but...
Retire on Fire- Rocking an Early Retirement: Henry and Lucy's FIRE Goals
<p>As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy articulate what they want their FIRE retirement to actually look like—starting with values, dreaming without constraint, and then translating that vision into concrete goals. Along the way, Roger shares wisdom from older retirees about purpose, productivity, and flexibility, invites listeners to reflect on their own “magic,” and closes with a Smart Sprint and listener-submitted words for the year.</p><p>OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN</p>(00:00) This show is dedicated to helping you not just survive retirement, but to have the co...
What Would You Do With $3 Million? (EP. 451)
<p>On episode 451 of Animal Spirits, Michael Batnick and Ben Carlson discuss how the bull market is changing shape, software stocks getting slaughtered, it's finally a stock picker's market, Anthropic changed the AI narrative, ex-Mag 7 is finally working, the case for emerging markets, the crypto bloodbath, the best airline and more.</p> <p><br></p> <p>This episode is sponsored by Pacer ETFs and YCharts</p> Learn more about PATN at https://www.paceretfs.com/. This episode is sponsored by YCharts. To download “What Markets Are Signaling in 2026” deck click here: https://go.ycharts.com/-charlie-bilello-2026-signals?utm_source=Animal_Spirits&utm_medium=Original_Research&utm_campaign=Charlie_Bilello_2026_Signals&utm_content=Podcast And start your free YCharts trial through Animal Spirits (new customers only) at: https://go.ycharts.com/a...
Gold's 1987 Moment (EP. 450)
<p>On episode 450 of Animal Spirits, Michael Batnick and Ben Carlson discuss the never-ending news cycle, the gold/silver crash, how the Internet changed markets forever, the commodities supercycle, emerging markets are on fire, the new Fed chair, the chart of the century, crypto feels dead again, the government doesn't want to build more homes for young people, DoorDash discourse and more.</p> <p><br></p> <p>This episode is sponsored by Nuveen and ClearBridge Investments.</p> Invest like the future is watching. Visit https://www.nuveen.com/future to learn more. International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out more at https://www.clearbridge.com/ <p><br></p> <p>Sign up for The Compound newsletter and never miss out: ...
Why Purpose Without Self-Compassion Leads to Burnout with Jane Chen
<p>What does it cost to care deeply—and what happens when the work that defines you nearly breaks you?</p><p>In this episode of Remarkable People, Guy Kawasaki sits down with Jane Chen, the co-founder of Embrace and author of the raw, unforgettable memoir Like a Wave We Break. Jane shares her journey from a childhood shaped by fear and expectation to building a life-saving global health organization—and then confronting the burnout, identity loss, and reckoning that followed.</p><p>This conversation goes far beyond entrepreneurship. Jane opens up about immigration, trauma, ambition, healing, surfing, failure, and what...
How Odd Lots' Joe Weisenthal Turned Curiosity Into a Career, and a Hit Podcast
<p>If Joe Weisenthal didn’t exist, the internet would have to invent him. Because Joe Weisenthal is built for the internet — more specifically, an internet personality: Knows a lot, curious about even more, often right, happy to be wrong, always has something to say about anything.<br>That persona/personality did wonders for Joe in the early days of Business Insider — which, not coincidentally, were also the early days of Twitter, where Joe really took off. Then he took his talents to Bloomberg, and since then has turned himself into a successful business/finance podcaster: Along with co-host Tracy Allowa...
Back to the Basics: Checks and Balances
Quint and Allie talk about how to do periodic checks to ensure your money is working for you. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG
<p>The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:</p><p><br></p><p>(00:00) Introduction </p><p>(01:09) The Software Stock Meltdown</p><p>(04:51) Valuations and Market Reactions</p><p>(13:46) Amazon Earnings Analysis</p><p>(19:17) Alphabet's earnings</p><p>(27:34) The AI Landscape </p><p>(38:41) Bitcoin's Volatility and Market Sentiment</p><p>(48:15) SpaceX and XAI Merger Discussion</p><p>(57:30) Quick Hits: Earnings and Market Trends</p><p><br></p><p><br></p><p>*****************************************************</p><p><br></p><p>Subscribe to Emerging Moats Research: emergingmoats.com </p><p><b...
DIY Money Jr - Savings or Investing
Quint and Allie talk about how to be a saver versus an investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Surprising Cost Difference: Building Student Housing vs. Traditional Multifamily ft. Zach Feldman
<p>Zach Feldman joins Matt Faircloth for a conversation about the intricacies of student housing, a niche yet highly profitable sector within real estate. He explains how student housing has evolved from informal setups to institutionalized assets, offering unique investment opportunities.They also talk about the importance of location, amenity design, and market research in achieving rent premiums, and how these factors differentiate student housing from traditional multifamily properties. He also highlights the significance of branding and community building in attracting tenants and ensuring high occupancy rates.</p> <p>Zach Feldman</p> <p>Current role: Partner, Aptitude Development</p> <p>...
Back to the Classroom: Dealing with Headlines
Quint and Allie take it back to the classroom and talk through how to handle the ups and downs of markets with lots of headlines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Avoiding Bridge Debt Pitfalls in Self-Storage Investing ft. Fernando Angelucci
<p>Fernando Angelucci joins Amanda Cruise and Ash Patel to share how he scaled from single-family investing into a 55-facility self-storage portfolio by intentionally building three parallel businesses: marketing, capital raising, and operations. He explains why focusing on direct-to-seller acquisitions and seller financing helped insulate his deals from rising interest rates, and how working directly with community banks allows for long-term construction-to-permanent debt. The conversation also covers SEC compliance, what actually defines a “sophisticated investor,” and why many syndicators ran into trouble relying on short-term bridge debt. Fernando challenges the idea that self-storage is broadly overbuilt, arguing that demand is hype...
Why CEOs Are Getting AI Wrong — with Ethan Mollick
<p>Ethan Mollick, professor at the Wharton School and author of One Useful Thing, joins Scott Galloway to examine the biggest mistake companies are making about AI.</p> <p><br></p> <p>They discuss why fears of mass job loss may be premature, how quiet productivity gains are already reshaping work, and why most organizations lack the imagination to redesign themselves around new technology. Ethan also explores AI in higher education and medicine, the rise of open-weight models, and what all of this means for young people entering the workforce.</p><p> </p><p>Learn more about your ad choices...
JF 4184: How to Build a Multi-Asset Fund-of-Funds Program at Massive Scale ft. Ben Fraser
<p>Seth Bradley interviews Ben Fraser, Managing Director and Chief Investment Officer at Aspen Funds, on how Aspen built a scalable fund-to-funds platform to support more than 40 independent capital aggregators in 2025 alone. Ben breaks down Aspen’s macro-driven investment philosophy, how the firm evolved from distressed mortgage notes after the Great Financial Crisis into a multi-asset platform, and why focusing on tailwinds matters more than sticking to a single asset class. The conversation dives deep into the structural shift from co-GP capital raising to compliant fund-of-funds models, the importance of simplifying backend infrastructure for promoters, and why recurring cash-flowing products ca...
Healthcare Before Medicare: How to Lower Your Costs
<p>Roger Whitney continues the four-part series on navigating health care before Medicare, focusing this week on controlling costs—both through everyday decisions and by understanding how the Affordable Care Act (ACA) subsidy system works now that the expanded credits have expired. He explains the return of the 400% federal poverty level “cliff,” walks through how modified adjusted gross income (MAGI) impacts premiums, shares listener experiences with inflation and subsidy loss, and explores the ethical tension around optimizing for government benefits.</p><p><br>OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN</p>(00:00) This show is dedicated to helping you not ju...
When the Plan Falls Apart: Finding Yourself in Change with Maya Shankar
<p>Maya Shankar joins Guy Kawasaki to unpack the psychology of change—why it rattles us, how it reshapes identity, and what helps people emerge stronger on the other side. Drawing from research, lived experience, and her book The Other Side of Change, Maya challenges the idea that growth comes easily and offers a grounded, human approach to navigating uncertainty without clichés.</p><p>---</p><p>Guy Kawasaki is on a mission to make you remarkable. His Remarkable People podcast features interviews with remarkable people such as Jane Goodall, Marc Benioff, Woz, Kristi Yamaguchi, and Bob Cialdini. Every epi...
Building What Lasts: Brad Feld on Trust, Mentorship, and Long-Term Thinking
<p>What does it really mean to give without keeping score? Brad Feld has built a career by answering that question differently than almost anyone in venture capital.</p><p>In this episode of Remarkable People, Guy Kawasaki sits down with Brad to unpack the philosophy behind his new book Give First, a mindset that has shaped startup communities, mentorship culture, and long-term trust across the tech world. Brad explains why generosity isn’t naïve, why mentorship works best when it becomes a peer relationship, and how founders can build enduring success without transactional thinking.</p><p>This conversation cha...
Small Caps Are Back (EP. 448)
<p>On episode 448 of Animal Spirits, Michael Batnick and Ben Carlson discuss geopolitical risk in the markets, rising bond yields, why small caps are breaking out, running the economy hot, household balance sheets are in good shape, the end of money, the great real estate wealth transfer, the bottom 50% wealth gains, Netflix movies and more.</p> <p><br></p> <p>This episode is sponsored by YCharts and ClearBridge Investments.</p> To download YCharts’ Top 10 Visuals click here: https://go.ycharts.com/the-top-10-visuals-for-clients-and-prospects?utm_source=Animal_Spirits&utm_medium=Original_Research&utm_campaign=Top_10_Visuals_Deck&utm_content=Podcast And start your free YCharts trial through Animal Spirits (new customers only) at: https://go.ycharts.com/animal-spirits International and emerging market stocks outperformed th...
Software Stocks Collapse; Jerome Powell Takes a Stand; Taiwan Semi's Capex Surge
<p>The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:</p><p><br /></p><p>(00:00) Introduction</p><p>(01:15) The Software Apocalypse</p><p>(21:36) AI and Software Development</p><p>(30:30) Housing Market Insights</p><p>(34:17) TripAdvisor: A Legacy Business in Transition</p><p>(38:43) Viator Acquisition: A Strategic Move for Airbnb</p><p>(44:38) TSMC's Growth and Market Position</p><p>(52:34) Apple and Google's AI Partnership</p><p><br /></p><p>*****************************************************</p><p>Subscribe to Emerging Moats Research: emergingmoats.com </p><p>*********************************************************************</p><p>Chit Chat Stocks is presented b...
Janice Min on Hollywood’s Crisis; Reed Duchscher on the Creator Boom
<p>Janice Min and Reed Duchscher are both building new media companies in LA. But their perspectives are quite different: Min runs The Ankler, the trade pub that mostly focuses on the fate of Big Media companies like Paramount and Netflix; Duchscher runs Night, a talent agency focused on digital talent like Kai Cenat and Hassan Piker (he’s best known for his work with Mr. Beast).<br>So it’s not totally shocking that my conversation with Min is a pretty downbeat chat about the state of the industry — LA, she says, currently has “a Detroit Vibe”. And that my chat wi...
China Decode: Why China is Sorting Kids into “Genius Camps”
<p>In this episode of China Decode, Alice Han and James Kynge dig into China’s so-called “genius camps” — the small, brutally selective talent pipeline behind many of the country’s biggest tech and AI breakthroughs. Then they turn to rising nuclear tensions after the U.S. accuses China of having conducted a secret nuclear test in 2020, just as the last major U.S.-Russia arms control treaty expires. How credible are the claims, and what does this mean for global nuclear negotiations? Plus, China’s underground club scene is roaring back after years of pandemic closures, as global music crosses bord...
Why Mobile Home Parks Are the Most Underappreciated Affordable Housing Asset ft. Amanda Cruise
<p>Pascal is joined by fellow Best Ever host, Amanda Cruise. This episode offers a comprehensive exploration of the mobile home park sector, highlighting its unique position as an affordable housing solution with declining supply. Amanda shares her journey from traditional real estate to becoming a successful mobile home park operator, providing valuable insights into the strategic decisions that drive success in this niche market.</p> <p>Listeners will gain an understanding of the critical factors to consider when investing in mobile home parks, such as choosing between seasoned operators and emerging managers, and the importance of market size and...
Social Media Lawsuits Start, Controversy Surrounding WHO Withdrawal, & Major Shifts Happening In China & Japan
<p>Welcome to Impact Theory with Tom Bilyeu! In this eye-opening episode, Tom Bilyeu and co-host Drew tackle some of the most pressing—and controversial—headlines rocking the world this week. From Big Tech giants like Meta facing landmark lawsuits over the mental health impact of social media on kids, to explosive rumors about cancer cures being unleashed after the US’s exit from the WHO, no stone is left unturned.</p> <p>Tom Bilyeu breaks down what’s really behind these medical breakthroughs, debunking online conspiracies and explaining the critical roles of the FDA and Big Pharma. The conversation gets rea...
Healthcare Before Medicare: What Happens When You Retire Before 65?
<p>Roger Whitney kicks off a month-long series on navigating health care before Medicare, introducing Cerberus—the three-headed dog of Greek mythology—as a framework for understanding the biggest challenges retirees face when leaving employer-sponsored coverage. He breaks down the three heads of Cerberus, answers listener questions about retirement planning, and shares recent book recommendations from himself and the team.</p><p><br>OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN</p>(00:00) This show is dedicated to helping you not just survive retirement, but have the confidence to lean in and rock it.(00:30) Roger introduces the Cerberus framework and outl...
Talk Your Book: Why Commodities Are Working
<p>On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Greg Sharenow from PIMCO to discuss: the boom in real assets, the role of momentum in trading commodities, how to gain exposure to real assets and more.</p> <p><br></p> <p>Find complete show notes on our blogs...</p> <p>Ben Carlson’s A Wealth of Common Sense</p> <p>Michael Batnick’s The Irrelevant Investor</p> <p>Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.</p> <p><br></p> <p>Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com</p> <p><br></p> <p>Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures
Retire on FIRE: Rocking an Early Retirement- The Challenges of Retiring Early
<p><br>As the Retirement Plan Live series wraps up, Roger Whitney shares wisdom from retirees further along the path to help Henry and Lucy think beyond the numbers. Listeners in their 50s, 60s, and 70s reflect on purpose, work, health, money, and joy—offering perspective on what really matters when retiring early. Roger closes with his own observations from decades of coaching, a Smart Sprint focused on learning from others, and listener-submitted words for the year.</p><p>OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN</p>(00:00) This show is dedicated to helping you not just survive retirement, bu...
Nick Kokonas - Know What You Are Selling
<p>Today, I am replaying my conversation with Nick Kokonas, one of my favorites from the show. </p> <p>Nick is the co-founder of 3 of the best restaurants and bars in America - Alinea, Next, and The Aviary as well as the co-founder and CEO of Tock, a comprehensive booking system for restaurants. He majored in philosophy before becoming a derivatives trader and is now one of the most well-known names in the hospitality industry.</p> <p>In this conversation, Nick shares his experience of bringing a business mindset to the restaurant industry. I'll remember it for why it's so...
How AI Will Disrupt The Entire World In 3 Years (Prepare Now While Others Panic) | Emad Mostaque PT 1 (Fan Fave)
<p>Today’s episode is with one of the most brilliant minds at the forefront of AI advancement, Emad Mostaque.</p> <p>The first part of this episode will leave you ready to take advantage of AI’s efficiencies, leverage its potential, and mitigate any potential risks.</p> <p>Emad cuts through the hype addressing the need for perspective, regulation, and the challenge of tackling bias in artificial intelligence. As he states very clearly in today’s episode, “AI is not going to replace humans, humans with AI will replace humans that don’t use AI.”</p> <p>This isn’t just another...
Discretionary Match for Retirement
Quint and Logan talk through making retirement savings decisions if your company has a discretionary match. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Tom Digan & Greg Stewart - Building the World’s Best Fitness App
<p>My guests today are Tom Digan and Greg Stewart. Tom is the co-founder of Ladder, and Greg is its CEO.</p> <p>Ladder was my first angel investment. What followed over the next seven years is one of the most unlikely and dramatic business stories I’ve been a part of.</p> <p>Today, Ladder is the number one grossing fitness app in the App Store, approaching $100M in ARR with more than 300,000 paying members. But the path from near death to dominance involved debt collectors, leadership changes, and a full reset during the pandemic.</p> <p>Tom and Gr...
Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)
<p>On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:</p><p><br /></p><p>(00:00) Introduction</p><p>(11:23) Zoom's Business Model Evolution</p><p>(20:50) AI Integrations</p><p>(26:36) Anthropic Investment</p><p>(32:18) AI's Dominance Over Software</p><p>(39:09) The Impact of COVID on Zoom's Growth</p><p>(42:25) Zoom's Pricing Power and Market Position</p><p>(45:48) Capital Returns and Buyback Strategies</p><p>(51:40) Valuation</p><p>(55:31) Misunderstandings About Zoom's Business Model</p><p><br /></p><p><br /></p><p>FOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/<...
Raging Moderates: Censoring Stephen Colbert Backfires
<p>Scott Galloway and Jessica Tarlov break down how censoring Colbert backfired on CBS — after Texas state Rep. James Talarico’s scheduled appearance on The Late Show with Stephen Colbert was abruptly pulled off the air. Is this corporate media caving to Trump-era pressure — and is Paramount the real loser? Then: the DOJ says it’s done releasing the Epstein files — but reports suggest the public has seen just 2% of them. If that’s true, who’s still exposed, and why is the department claiming mission accomplished? Plus: a DHS funding showdown is underway in Congress. With ICE funding already secured, and p...
Tiny Habits, Big Change (Re-Release)
<p>What if lasting change didn’t require motivation or willpower?</p><p>In this re-released episode of the Remarkable People Podcast, Guy Kawasaki revisits his conversation with BJ Fogg, Stanford behavior scientist and New York Times bestselling author of Tiny Habits.</p><p>BJ explains why most habit advice fails and shares a simple framework for creating change that actually sticks:</p><p>• Make habits so small you can do them on your worst day</p><p>• Attach new behaviors to routines you already have</p><p>• Celebrate immediately to wire the habit faster</p><p>• Keep the bar low, consi...
Year-End Planning: Estimated Tax Payments
<p>As the year comes to a close, Roger Whitney reflects on the power of words, walks through an important year-end tax planning reminder for retirees, shares listener stories and perspectives, and invites listeners to choose a guiding word for 2026 as a way to approach retirement with greater intention and clarity.</p><p>OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN</p>(00:00) This show is dedicated to helping you not just survive retirement, but have the confidence and clarity to lean in and rock it.(00:45) Roger reflects on slowing down, reclaiming meaning in familiar words, and recommitting to clearing...
No Mercy / No Malice: Resistance Infrastructure
<p>As read by George Hahn. </p> <p>https://www.profgalloway.com/resistance-infrastructure/</p> <p>Resources to help you Resist and Unsubscribe can be found here. </p><p> </p><p>Learn more about your ad choices. Visit podcastchoices.com/adchoices</p>
Russia Rejoins the Dollar, Dutch Tax Disaster & AI’s Next Job-Killing Wave | The Tom Bilyeu Show LIVE
<p>Welcome to another electrifying episode of Impact Theory with Tom Bilyeu. On today's live show, Tom Bilyeu dives headfirst into headline-grabbing global events—from Russia's surprising economic overtures towards the US dollar to the Netherlands' controversial new tax policies and their potential impact on the world economy. Joined by Amjad Massad, the two unpack monumental shifts between the US, Russia, and China, explore the accelerating disruption from AI, and dissect the latest political intrigue—including eyebrow-raising developments around the Epstein files.</p> <p>As always, expect sharp commentary, deep-dive analysis, and a bit of gallows humor to lighten the mood...
How You Actually Figure Out Who You Are with Suzy Welch
<p>What if the real challenge in your career isn’t working harder—but figuring out who you actually are?</p><p>Guy Kawasaki sits down with Suzy Welch—NYU Stern professor, former editor-in-chief of Harvard Business Review, and bestselling author—to explore purpose, resilience, and leadership. Drawing from her new book, Becoming You, Suzy shares a practical framework for aligning values, aptitudes, and economic reality, along with candid insights on grit, forgiveness, and why so many impressive careers still feel wrong.</p><p>This episode is a thoughtful guide for anyone rethinking success or navigating a major life or career s...
When Structure Meets Opportunity for Detroit’s Youth with Renee Fluker
<p>What do golf, grit, and gratitude have to do with college success? Renee Fluker answers that question with 25 years of proof. As the founder of Detroit’s College Career & Beyond | Midnight Golf Program, Renee has helped more than 3,000 students—many written off by traditional systems—develop the life skills, discipline, and confidence to thrive in college and beyond.</p><p>In this episode, Guy Kawasaki sits down with Renee to unpack how a small, food-fueled experiment turned into a nationally recognized pipeline to higher education, why rules and respect still matter, and how love—paired with structure—can change the trajec...
How Smartphones Changed Childhood: Jonathan Haidt on The Anxious Generation
<p>What happens when childhood is rewired by smartphones and social media? Jonathan Haidt joins Guy to break down how a single decade transformed attention, resilience, and the emotional lives of millions of kids. Drawing from his bestselling book The Anxious Generation, Jonathan explains why Gen Z’s spike in anxiety wasn’t random — and what we can do to make sure Gen Alpha doesn’t suffer the same fate.</p><p>Jonathan shares the research, the red flags, and the practical reforms that families, schools, and communities can act on today. If you’re a parent, educator, grandparent, or anyone who...
How to Build a Profitable Media Company in 3 years, with Semafor’s Justin Smith
<p>News is a tough business. So how did Semafor, the news startup founded by Ben Smith and Justin Smith, figure out how to turn a profit in their third year of business?</p> <p>Excellent journalism certainly helps. But it’s really because the company made two key decisions: Focusing on events — and focusing on events in Washington, D.C., where companies will pay a lot of money to reach a relatively small crowd of influential people.</p> <p>There’s more to it than that, as Semafor’s CEOJustin Smith explains to me in our conversation. But it’s not a co...
Is Reddit Still a Buy? Democratic Strategy and Rethinking Financial Advisors
<p>Scott Galloway weighs in on Reddit’s valuation and long-term prospects, shares his candid take on Democratic leadership and the road to 2028, and explains why a 1% financial advisor fee can quietly destroy long-term returns.</p> <p><br></p> <p>Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit.</p><p> </p><p>Learn more about your ad choices. Visit podcastchoices.com/adchoices</p>
Gokul Rajaram - Lessons from Investing in 700 Companies
<p>My guest today is Gokul Rajaram, Founding Partner at Marathon Management. Gokul is one of the most prolific product builders and investors of the last twenty years. He has built the core ad and product businesses at Google, Facebook, Square, and DoorDash, working at each company during its most formative scaling periods.</p> <p>Alongside his operating career, Gokul has invested in more than 700 companies, giving him an unusually broad view into how products are built and scaled.</p> <p>This conversation is about how product building is changing with AI. We discuss the one thing Gokul believes is truly...
Ben Horowitz - Backing America’s Future
<p>My guest today is Ben Horowitz, the co-founder of Andreessen Horowitz. Since its founding in 2009, a16z has grown into one of the most influential firms in venture capital, reshaping how technology companies are funded and how power and ideas move through Silicon Valley and around the world.</p> <p>This conversation focuses on sides of Ben’s story you don’t often hear. Ben reflects on the people who shaped him, including Nas, Andy Grove, and his father, and shares why he chose to personally fund new technology for the Las Vegas Police Department.</p> <p>We also talk...
Craig Finn on Friendship, Fans and The Hold Steady’s Second Life
<p>Craig Finn makes music — as the head of the Hold Steady, and on his solo records — about grown-up lives and bad decisions. Back in 2017, we talked about his life as a working rock musician — and how touring actually works, how the band found a second life, and why fans and friendship matter more than old ideas of rock stardom.</p><p> </p><p>Learn more about your ad choices. Visit podcastchoices.com/adchoices</p>
Healthcare Before Medicare: Your Options
<p>OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN</p>(00:00) This show is dedicated to helping you not just survive retirement, but have the clarity, confidence, and comfort to lean in and rock it.(00:30) Roger introduces week two of the four-part series on health care before Medicare and explains why assumptions about health care costs can shut down curiosity, create false tradeoffs, and delay retirement decisions.<p>PRACTICAL PLANNING SEGMENT</p>(05:05) After last week’s sticker shock, Roger shifts the focus to observing health care options before tackling cost mitigation next week.(05:28) Option #1 — COBRA: how continuation coverage works, who qual...
Henry Ellenbogen - Man Versus Machine
<p>My guest today is Henry Ellenbogen, founder and Managing Partner of Durable Capital Partners. Henry built his reputation at T. Rowe Price, where he led the New Horizons Fund and turned it into one of the best-performing small-cap growth portfolios in the country. In 2019, he left to start Durable.</p> <p>His philosophy is grounded in a simple belief that great investing is about understanding people and change. Henry has spent his career studying the rare 1% of companies that drive nearly all long-term returns . Durable’s edge comes from being able to tell the difference between a company that is...
Hi-Yo Silver! (EP. 449)
<p>On episode 449 of Animal Spirits, Michael Batnick and Ben Carlson discuss snow days, government debt vs. household debt, the wealth effect, diversification is working again in 2026, stocks vs. earnings, Jeremy Grantham, the dollar is falling, Silver is the new meme stock, gold is crushing bitcoin, housing market inflation, Dry January for spending and much more.</p> <p><br></p> <p>This episode is sponsored by Invesco. Visit https://Invesco.com/fixedincome to learn more about their comprehensive fixed income solutions and how they can help strengthen your portfolio's foundation.<br></p> <p>Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe</p> <p><br></p> <p>Find complete show notes on our blogs:</p> <p>Ben Carlson’s ...
"China Is A Generation Away From Collapse" The Truth Behind America's Greatest Rival!
<p>Welcome back to Impact Theory with Tom Bilyeu! In this electrifying continuation of his conversation with geopolitical strategist Peter Zeihan, Tom dives into the forces shaping the next era of global power. From the much-debated Thucydides' Trap and the real state of China’s future to America’s political and demographic crossroads, this episode is a masterclass in understanding the seismic shifts rocking our world.</p> <p>Peter Zeihan makes a compelling case for why China’s rise might not be the threat many fear, citing geopolitical bottlenecks, demographic crises, and internal political strife. The conversation then takes a sharp...
The Epstein Files Just EXPOSED the AI Mind Control Agenda (2026 Warning)
<p>Welcome to Impact Theory with Tom Bilyeu. In today’s episode, Tom confronts the transformative power and hidden dangers of artificial intelligence, drawing from the recent revelations in the Epstein Files. He dives deep into how AI, far from being just a revolutionary tool, is increasingly leveraged for narrative control—shaping what we see, think, and remember. Tom explores the history of information manipulation, from Soviet-era censorship to modern algorithm-driven platforms, and reveals how tech elites wield influence through data, algorithms, and gatekeeping. He shares eye-opening examples of AI’s opaque decision-making and discusses the critical importance of maintaining indepe...
Who is Josh D'Amaro and Why is He Disney's New CEO?
<p>In February 2020, Disney CEO Bob Iger finally announced his successor: Bob Chapek, who ran the company’s parks business. That didn’t work out.<br>Now Iger is running it back: This time around he’s announced that Josh D’Amaro, who runs the company’s park business, is going to succeed him.<br>So: Who is Josh D’Amaro, and what has he done to prove himself CEO-worthy? Why does Iger (and the Disney board) think this one will work? And what happens to all the Disney businesses D’Amaro doesn’t have any background in - you know, the movies...
Scott Galloway Answers Your Questions on Resist and Unsubscribe
<p>Scott Galloway responds to listener questions about ‘Resist and Unsubscribe’ – a campaign built on the idea that economic pressure, not outrage, is the most effective lever for change. </p> <p><br></p> <p>He explains why subscription revenue matters more than advertising, where consumer boycotts could backfire, and what risks come with taking this approach.</p> <p><br></p> <p>Join us in the ‘Resist and Unsubscribe’ movement: https://www.resistandunsubscribe.com/</p> <p><br>Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit.<...
Patrick O’Shaughnessy - Creating on Principle
<p>This week is a special episode. Only David Senra could get me to be on the other side of the mic. Because I don’t plan on being interviewed often, I wanted to share this conversation, which I so enjoyed, with our audience. </p> <p>It went in a very different direction than I expected. We barely talk about investing or interviewing. Instead, we talk about finding an organizing principle for life, undiscovered talent, and the idea that “the reward for good work is more work.”</p> <p>We also discuss the principles that guide how I think about buildi...
Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME
<p>The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:</p><p><br></p><p>(00:00) Introduction</p><p>(01:37) Microsoft's Earnings Breakdown</p><p>(04:18) CapEx and Cloud Commitments</p><p>(10:08) Meta's Earnings</p><p>(12:38) Tesla's Earnings</p><p>(28:18) Investments in AI </p><p>(33:59) The State of the Automotive Market</p><p>(36:04) Tesla's Valuation and Future Prospects</p><p>(40:33) The Musk Empire and Its Financial Maneuvering</p><p>(43:23) ASML's Growth and Market Position</p><p>(46:14) GameStop and Michael Burry's Investment Philosophy</p><p>(50:50) Small Cap Insights: Vital Farms<...
Ric Elias - The Art of Living Well
<p>Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS]</p> <p>Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people.</p> <p>Ric Elias is the CEO and co-founder of Red Ventures, which has a portfolio of fast-growing digital businesses like Lonely Planet, The Points Guy, Bankrate, and large investments in a variety of other businesses across industries. He began the business in 2000 and has grown it to now a global company with thousands of employees. <...
Talk Your Book: Structured Notes in an ETF
<p>On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jeff Schwarte from Simplify ETFs to discuss: barrier options, how structured products work in an ETF, creating regular income and how equity income funds can fit into a portfolio.</p> <p><br></p> <p>Find complete show notes on our blogs...</p> <p>Ben Carlson’s A Wealth of Common Sense</p> <p>Michael Batnick’s The Irrelevant Investor</p> <p>Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.</p> <p><br></p> <p>Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com</p> <p><br></p> <p>Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion
Retire on FIRE- Rocking an Early Retirement: Meet Henry and Lucy
<p><br>As the new year begins, Roger Whitney launches a new Retirement Plan Live case study, introducing Henry and Lucy, a couple in their mid-40s pursuing Financial Independence and Retire Early (FIRE). Roger revisits the 4% rule as a planning heuristic, explains when it can be helpful, and sets the stage for a live community analysis later this month. The episode closes with a Smart Sprint focused on updating your net worth statement and a listener’s word for 2026.</p><p><br>OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN</p>(00:00) This show is dedicated to helping you no...
Chuck Klosterman on Why Football Owns TV (and Why It Won’t Forever)
<p>Football isn’t just the biggest show on TV — at this point, it’s basically the only reason some TV networks exist. So it’s a very worthy subject for Chuck Klosterman, the provocative and prolific writer, to tackle in his new book, which is called… Football.</p> <p><br>The big Channels idea here is to talk about football’s dominance in American media and culture, and What That Means — and how that might end, one day. And we most definitely get into that.</p> <p><br>But when you have Chuck Klosterman in studio, you talk about as much as you...
The Double-Edged Sword of AI: Progress, Control, and Human Agency Explored
<p>Welcome back to Impact Theory with Tom Bilyeu! In today’s episode, we dive deep into the powerful and provocative conversation between Tom Bilyeu and Amjad Massad, CEO and founder of Replit. Picking up in part two of their discussion, the two explore the societal—and even existential—impacts of technology, with a special focus on AI. The conversation ranges from reflections on Ted Kaczynski’s (the Unabomber’s) warnings about technology’s effects on our sense of purpose and meaning, to the potential for AI to both empower individuals and centralize control in the hands of the elite.</p> <p>You’ll...
Josh Kushner - Concentration and Conviction
<p>This is my second conversation with Josh Kushner, founder and managing partner of Thrive Capital.</p> <p>I recorded this conversation in October after publishing the Colossus cover story about him and Thrive. Given the overwhelming response, we created some breathing room before releasing it.</p> <p>Josh started Thrive in 2011. The firm now manages approximately $50 billion with a very small investment team. What makes Thrive different is how concentrated they are and how involved they get with their portfolio companies.</p> <p>We cover the iconic investments that defined Thrive: Instagram, Stripe, GitHub, and spend a lot of...
Wall Street Meltdown, AI Shockwaves, and the Epstein Files: What No One’s Telling You
<p>Welcome to Impact Theory with Tom Bilyeu! In this episode, Tom Bilyeu and co-host Drew dive into the wild swings shaking up the markets, from a massive selloff in sectors like gold, crypto, and AI to fears of recession and the ever-intriguing Fed policy news. They break down how rapidly advancing AI is upending both the software industry and investor expectations, and discuss whether the so-called “AI bubble” is finally popping.</p> <p>But it wouldn’t be Impact Theory without a trip through Conspiracy Corner: Tom Bilyeu and Drew unpack the latest twists in the Epstein saga—including mysterio...
Reed Hastings - Building Netflix
<p>My guest today is Reed Hastings, the co-founder and former longtime CEO of Netflix.</p> <p>Netflix is an example of two ideas that everyone talks about, but are extremely hard to do in practice. The first is finding a simple idea and taking it extraordinarily seriously. Reed talks about how even the DVD business was nothing more than a stepping stone toward streaming, which they envisioned from the company’s inception in 1997. The second is talent density, and what it actually takes to set and sustain an exceptionally high bar over decades as a company grows. </p> <p>We...
The Hidden Power of Content in Raising Capital and Building Your Brand ft. Sean Flanagan
<p>Sean Flanagan shares real, raw lessons from failed land deals, capital raises, and the key mindset shift that can turn setbacks into success. If you're tired of spinning wheels and ready to make high-impact moves in industrial or water rights, this episode reveals how to get in the right room, build undeniable credibility, and create content that attracts your ideal investors and partners.</p> <p>Discover why focusing on one niche can skyrocket your authority and how to leverage simple content strategies to stay top of mind. Sean breaks down the exact steps to get your first few million...
Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL)
<p>On this episode of Chit Chat Stocks, we speak with first-time guest Marc from Manu Invests on BNPL provider Sezzle. We discuss:</p><p><br /></p><p>(00:00) Introduction</p><p>(01:57) Understanding Sezzle's Business Model</p><p>(03:35) The Appeal of Buy Now Pay Later</p><p>(05:50) Sezzle's Unique Position in the Market</p><p>(09:24) Sezzle's Business History and Stock Performance</p><p>(13:00) Keys to Sezzle's Profitability</p><p>(15:21) Merchant Preferences and Sezzle's Strategy</p><p>(17:50) The State of the BNPL Industry</p><p>(21:20) Personal Insights on BNPL vs. Credit Cards</p><p>(26:34) Understanding Sezzle's Financial Growth</p><p>(27:01) Sezzle's Financial...
Talk Your Book: How to Fix the Plumbing of the Financial System
<p>On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ryan Lovell from Chainlink to discuss: how blockchains and defi can make the financial markets less costly, more efficient and a better experience for the users.</p> <p><br></p> <p>Find complete show notes on our blogs...</p> <p>Ben Carlson’s A Wealth of Common Sense</p> <p>Michael Batnick’s The Irrelevant Investor</p> <p>Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.</p> <p><br></p> <p>Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com</p> <p><br></p> <p>Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our
Back to the Classroom: Good Debt, Bad Debt
Quint and Logan talk about “good” debt versus “bad” debt. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)
<p>On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss:</p><p><br></p><p>(00:00) Introduction</p><p>(03:50) Understanding Constellation Software's Business Model</p><p>(06:40) The Bear Case: AI Disruption and Market Concerns</p><p>(15:45) Acquisition Strategy</p><p>(19:45) Leadership Transition and Its Implications</p><p>(28:29) Cultural Impact and Decentralization in Business</p><p>(29:04) AI's Influence on Acquisition Strategies</p><p>(31:48) Valuation Metrics and Market Perception</p><p>(35:51) Stock Buyback?</p><p>(43:11) The Unique Culture of Constellation...
Tariffs, Wage Growth and the AI Scare Trade ft. John Chang
<p>John Chang unpacks massive downward revisions to U.S. job growth and what they signal for commercial real estate. He explains how nearly 900,000 jobs were wiped out through revisions, why government data models are struggling in a post-pandemic economy, and how policy uncertainty and tariffs are weighing on hiring. John also addresses the recent AI-driven Wall Street selloff in brokerage stocks, arguing that fears of automation disrupting CRE brokerage and office demand are overstated. Throughout, he connects labor trends, wage growth, healthcare hiring, and consumer sentiment directly to property performance across sectors. </p> <p>Book your free demo today...
