Spanberger V Trump: UVA Inked DEI Contract Under Fire; AlbCo Real Estate Tax Assessments Spike 6.17%
The I Love CVille Show headlines: Spanberger V Trump: UVA Inked DEI Contract Under Fire AlbCo Real Estate Tax Assessments Spike 6.17% 6.17% Spike 3rd Most Costly Hike In Last 13 Years Samuel Miller District Highest Spike, Rivanna Lowest City Council To Release Resolution On ICE Presence Payne Opposes Student Housing In Black Neighborhoods Daniel Halpert, Owner, Coco’s Adventure Factory, 1/23 If You Need CVille Office Space, Contact Jerry Miller Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show on Fac...
1 hr 29 min
2026 January 22
One-on-One with James Talarico
As the TribCast team takes a holiday break, we bring you this recording of Matthew's interview with U.S. Senate candidate James Talarico from The Texas Tribune Festival.<br /><br />This episode is sponsored by SXSW.<br /><br /><br />Be where the future unfolds at SouthbySouthwest 2026. Get your SXSW Innovation Badge now. Join the creatives shaping what’s next at sxsw.com/badges.<br />
No Force for Greenland, The First Fed Fight, and the Housing Investor Ban 1/21/26
<p>President Trump reiterates his pursuit for Greenland, but rules out using military force. Justice Kavanaugh advocates for Fed independence as the justices question the legality of Fed Governor Lisa Cook's firing. Plus, what the new housing investor ban means for real estate prices.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
98. The Growth of Outdoor Media in Australia w. oOH! Media’s Josh Gurgiel
<p>Once thought of as a “traditional” channel, outdoor has once again become one of the most creative and technology-integrated mediums in modern marketing. As audiences move faster and attention gets harder to hold, out-of-home (OOH) continues to prove its staying power.</p><p>In this episode, James Lawrence sits down with Josh Gurgiel, Head of Creative at POLY (oOh!media’s content and innovation hub), to unpack how Australia’s largest OOH network is evolving, from the rise of digital formats and AI-driven creative to why simplicity and emotion still sit at the heart of every great campaign.</p><h1>Key T...
Podcasts
Escalate to de-escalate, again
<p>Friday 23rd January 2026</p><br><p>NAB Markets Research Disclaimer </p><p>Financial Services Guide | Information on our services - NAB</p><br><p>Markets faced a whiplash day of geopolitics and data, as President Trump’s abrupt Greenland U‑turn steadies equity markets even while uncertainty keeps gold surging. Phil and NAB’s Skye Masters unpack a stronger Aussie dollar, rising local bond yields, and the surprisingly sharp drop in Australia’s unemployment rate that has markets leaning even further toward a February RBA hike. They sweep through firmer US spending and GDP revisions, falling jobless claims, softer NZ retail...
The Quiet Backstop Behind Bitcoin
<p>Front Run The Week — Free Signals<br />Get early signals before they hit headlines. Subscribe free — or upgrade for member rewards — at https://tokentrust.substack.com</p><p>Bitcoin has pulled back hard from its $125K high, and fear is everywhere. But beneath the volatility is a structural truth most people overlook: Bitcoin is now woven into the U.S. financial system through pensions, retirement accounts, corporate treasuries, ETF issuers, and institutional liquidity channels. Once state pensions, RIAs, and trillion-dollar asset managers gain exposure, Bitcoin is no longer allowed to “crash” the way it did in past cycles.</p><p>In this...
Republican Statewide Candidates
As the TribCast team takes a holiday break, we bring you this recording from The Texas Tribune Festival of interviews with three Republican candidates for statewide office.
No Rate Cuts This Year, The Crude Conundrum, and Housing Catalysts 1/14/26
<p>JPMorgan’s Chief US Economist makes the case for the Fed to hold interest rates steady in 2026. With oil prices climbing amid Iran tensions, Citi calls this crude’s “show me moment.” Plus, why real estate is shifting from “frozen to functional,” according to ‘Owning Manhattan’’s Ryan Serhant. </p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Snowblind
<p>Monday 19th January 2026</p><br><p>NAB Markets Research Disclaimer </p><p>Financial Services Guide | Information on our services - NAB</p><br><p>Markets open the week a little snowblind, with investors unsure how to process President Donald Trump’s renewed interest in Greenland and the threat of tariffs on European countries that oppose the idea. NAB’s Sally Auld joins Phil to sift through the market reaction, alongside shifting expectations for the next Fed chair — with Kevin Hassett fading and Kevin Warsh now the frontrunner — plus a firmer US dollar, softer Aussie, weaker equities, rising bond yields and a yen...
🎥 iAltA's Bill Crager - from building Envestnet to a "transformational moment" in wealth management
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s interview is with a wealth management entrepreneur who created one of the most consequential wealth management technology companies that has helped to shape the industry into what it is today.</p><p>Bill Crager is the Co-Founder of Envestnet, which he and his co-founder, the late Jud Bergman, grew into a public company. Bill was the CEO of Envestnet during the company’s time as both a public company and following Bain Capital’s acquisition to take the company private for $4.5B.</p><p>Bill is now back a...
The Health of Health Insurers, 'Dumb Money' Durability, and Altman's Tech Job Warning 1/27/26
<p>Health insurers face pressure after a new Medicare proposal. How meme traders have changed investing, five years after the GameStop mania. Plus, is OpenAI's hiring slowdown a canary in the tech jobs coalmine?</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
From the Archives: Dr. Robert Cialdini on Persuasion and Influence in Modern Marketing
<p>What makes people say "yes"? Rocket Agency’s Co-Founder James Lawrence sits down with Dr. Robert Cialdini, the godfather of influence and the world’s foremost authority on the psychology of persuasion, to talk about the timeless principles behind his work, his seventh principle of influence - Unity - and how AI, ethics and empathy are shaping persuasion in modern marketing.</p><h1><br></h1><h1>Key Takeaways:</h1>Origin story: How Dr. Cialdini went “undercover” in multiple industries to discover the universal principles of influenceA walkthrough of the original six principles - Reciprocity, Scarcity, Authority, Consistency, Liking and Social P...
ING's Anneka Treon and Johan Kloeze - lessons learned from building a private markets platform for private wealth clients in Europe
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode was filmed at ING’s HQ in Amsterdam, right after ING held its Private Markets Day. The firm has been actively building out its private markets capabilities to serve its private wealth clients so it was a treat to interview two of the people responsible for running ING’s wealth management and private markets practice.</p><p>We sat down with Anneka Treon, ING’s Global Head of Private Banking, Wealth Management & Investments, and Johan Kloeze, Head of Private Banking & Wealth Management Netherlands, to discuss ING’s big ambi...
Dr. Daniel Halpert, Owner, CoCo's Adventure Factory, Indoor Family Adventure & Entertainment Park
The I Love CVille Show headlines: Dr. Daniel Halpert, Owner, CoCo’s Adventure Factory Indoor Family Adventure & Entertainment Park Located In Original Big Lots In Seminole Square 34K SQF, March/April, 2026 Grand Opening Trampolines, Ropes Course, Ninja Course, Zip Line Rainbow Nets, Soft Play, Toddler Space, VR Arcade Put Into Perspective How Hard To Open Business What To Expect? Membership? Parties? Goals? Read Viewer & Listener Comments Live On-Air Dr. Daniel Halpert, Owner of CoCo’s Adventure Factory, joined me live on The I Love CVille Show! The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love C...
Ultimus Fund Solutions' Gary Tenkman - building the core fund administration infrastructure to make private markets go mainstream
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode features a pioneer who has been building the core infrastructure that is making private markets go mainstream.</p><p>We talk with Gary Tenkman, a 30-year veteran of the fund administration world who is the CEO of Ultimus Fund Solutions. Ultimus serves over 450 clients and 2,300 funds, representing $725B of assets under administration, all handled by a team of over 1,100 professionals. </p><p>Ultimus, which is backed by private equity firm, GTCR and, more recently, Stone Point, is able to help investment managers navigate a growing array of...
Verifiable Before Valuable
<p>Markets are growing up.</p><p>For years, value was assigned first — and proof was hoped for later. Stories, narratives, and projected upside drove prices while execution lagged behind.</p><p>That era is ending.</p><p>In this episode, I break down the shift from potential to enforcement — why access, behavior, and verification now matter more than promises, and how markets are beginning to reward execution over hype.</p><p>Using a simple stadium analogy, I explain why you can already see the new system being built — but why you won’t be able to just show up on game...
🎥 Live from New York with Oaktree's Armen Panossian - "don't reach for risk to deliver the right return"
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode was filmed live at an event during a Brookfield Oaktree Wealth Solutions RIA Council meeting in New York.</p><p>Armen Panossian, the Co-CEO and Head of Performing Credit at Oaktree, and I sat down for a conversation in a Brookfield-owned building with a group of RIAs in the audience.</p><p>Armen, who joined Oaktree in 2007, has been an integral part of scaling Oaktree to over $209B in AUM. Oaktree, a storied firm, particularly in distressed credit, was recently fully acquired by Brookfield, the $1T AU...
The List That Actually Matters
<p>Everyone keeps scrolling the same lists — prices, charts, headlines.</p><p>There’s another list that matters far more.<br />And it has nothing to do with hype.</p><p>In this episode, I explain why alignment — not excitement — determines who ends up on this in the future, how a quiet Ripple connection stood out, and why Web3 founders may be the next names people recognize decades from now.</p><p>If you want to understand how wealth actually forms — before it’s obvious — press play.</p> <p><p>Want to go deeper?<br>Start here: Own The Economy — my framework for...
Josh Holmes: Newsom has this faux masculinity thing going on
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"Disrupting the Order": Mike Tobin on Trump’s High-Stakes Davos Visit
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The $540M Signal: How a Tiny Biotech Exposed Wall Street’s Real Crypto Plan
<p>Front Run The Week — Free Signals<br />Get early signals before they hit headlines. Subscribe free — or upgrade for member rewards — at https://tokentrust.substack.com</p><p>A tiny biotech nobody was watching just raised $540 million — not for FDA trials, not for M&A, but to build a Digital Asset Treasury and Super Validator operation tied to the institutional blockchain backed by Goldman, Citadel Securities, BNP Paribas, and Circle.</p><p>In this episode, Chip Mahoney breaks down why this move matters, how Wall Street is positioning itself behind the scenes, and why this moment may be bigger than the...
10 questions that will shape Texas politics in 2026
For this week's episode, Matthew and Eleanor look ahead in the new year to discuss Gov. Greg Abbott's power, Democrats chances and the issues that will dominate election season.
Governor Spanberger Drops Nuclear Bomb On BOV; Five BOV Members Out; 10 New Ones Appointed
The I Love CVille Show headlines: Governor Spanberger Drops Nuclear Bomb On BOV Five BOV Members Out; 10 New Ones Appointed BOVer Paul Manning Gives $100M Then Forced To Quit Four Predictions On What Spanberger Will Do To UVA Will Prez Beardsley Resign, Get Fired Or Stay Employed? Will Jim Ryan Be Re-Hired As Prez? Will Trump Pull $$$? VA State Senator Calls VA US Senators Cuckolds If You Need CVille Office Space, Contact Jerry Miller Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and list...
Metals on the Move, Tech on Deck and Another Government Shutdown? 1/26/26
<p>Gold and silver hit record highs, yet again, as the dollar hits a four-month low. The Mag 7 name Clockwise Capital says is the best-positioned to pivot on spending. Plus, how the recent events in Minneapolis could result in a government shutdown.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Artificial Analysis: The Independent LLM Analysis House — with George Cameron and Micah Hill-Smith
<p >don’t miss George’s AIE talk: https://www.youtube.com/watch?v=sRpqPgKeXNk</p><p >—-</p><p >From launching a side project in a Sydney basement to becoming the independent gold standard for AI benchmarking—trusted by developers, enterprises, and every major lab to navigate the exploding landscape of models, providers, and capabilities—George Cameron and Micah Hill-Smith have spent two years building Artificial Analysis into the platform that answers the questions no one else will: Which model is actually best for your use case? What are the real speed-cost trade-offs? And how open is "open" really?</p><p >We d...
[State of Post-Training] From GPT-4.1 to 5.1: RLVR, Agent & Token Efficiency — Josh McGrath, OpenAI
<p >From pre-training data curation to shipping GPT-4o, o1, o3, and now GPT-5 thinking and the shopping model, Josh McGrath has lived through the full arc of OpenAI's post-training evolution—from the PPO vs DPO debates of 2023 to today's RLVR era, where the real innovation isn't optimization methods but data quality, signal trust, and token efficiency. We sat down with Josh at NeurIPS 2025 to dig into the state of post-training heading into 2026: why RLHF and RLVR are both just policy gradient methods (the difference is the input data, not the math), how GRPO from DeepSeek Math was underappreciated as a...
Bitcoin as Capital: Why the Next Retail Wave Will Arrive Too Late
<p>Bitcoin hasn’t been loud lately — and that’s exactly why this moment matters.</p><p>In this episode of The Chip Mahoney Show, I explain why Bitcoin is no longer behaving like a speculative asset, but increasingly like capital — and how that shift changes who benefits next.</p><p>We talk about why retail interest is at cycle lows, why that’s not bearish, and why institutions are quietly normalizing Bitcoin as collateral and balance-sheet infrastructure. I introduce the idea of Precoiners — the next wave of first-time retail investors who will likely arrive only after validation, when access no longer fe...
Alts Pulse Ep. 18: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano
<p>Welcome to the 18th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. </p><p>In the latest episode of the Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, Lawrence and I go global. We discussed his recent trip to Asia to peer into the nuances of the different wealth management markets around the globe.</p><p>As the leader of a platform with over $300B of assets that is responsible for the majority of individual and advisor-led investment flows into the alts space, Lawrence and iCapital have t...
Strong Aussie, rising Yen, less mighty dollar
<p>Tuesday 27th January 2026</p><br><p>NAB Markets Research Disclaimer </p><p>Financial Services Guide | Information on our services - NAB</p><br><p>The US dollar is on the back foot, falling to its lowest level in four months, the Yen is clawing back territory, precious metals are surging to fresh highs, and the Aussie is the strongest it’s been in years — all setting the stage for a busy week ahead. Attention now turns to whether talk of coordinated action between Japan and the New York Fed signals more of a push for a weaker Dollar and strong...
Goldman Sachs' Sara Naison-Tarajano - working with the apex of the wealth channel
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode brings us to the apex of the wealth channel. We sat down in Goldman Sachs’ HQ at 200 West with Sara Naison-Tarajano, a Partner and Global Head of Private Wealth Management Capital Markets and Global Head of Goldman Sachs Apex Family Office Coverage.</p><p> Sara is also responsible for the One Goldman Sachs Family Office initiative in the Americas.</p><p>Sara has been at Goldman Sachs for over 26 years, where she’s worked in a number of roles across the firm, equipping her with a multi...
Live from New York with Oaktree's Armen Panossian - "don't reach for risk to deliver the right return"
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode was filmed live at an event during a Brookfield Oaktree Wealth Solutions RIA Council meeting in New York.</p><p>Armen Panossian, the Co-CEO and Head of Performing Credit at Oaktree, and I sat down for a conversation in a Brookfield-owned building with a group of RIAs in the audience.</p><p><br></p><p>Armen, who joined Oaktree in 2007, has been an integral part of scaling Oaktree to over $209B in AUM. Oaktree, a storied firm, particularly in distressed credit, was recently fully acquired by Br...
From the Archives: Persuasion, Manipulation and Behavioural Psychology: How Consumer Choice is Shaped w. Thinkerbell's Dan Monheit
<p>In marketing, there exists a fine line between influencing decisions and crossing into manipulation. The difference? One builds trust while the other erodes it.</p><p>Host James Lawrence chats with Dan Monheit, Chief CX Thinker at Thinkerbell and former CEO of creative behavioural science agency HardHat, about applying behavioural science principles like default bias and anchoring to your marketing, related ethical considerations and how to draw the line between persuasion and manipulation.</p><h2>Key Takeaways:</h2>Dan’s journey - starting Hardhat and his interest in behavioural scienceIntroduction to behavioural science and it’s connection to marketingWhat are...
🎥 Goldman Sachs' Sara Naison-Tarajano - working with the apex of the wealth channel
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode brings us to the apex of the wealth channel. We sat down in Goldman Sachs’ HQ at 200 West with Sara Naison-Tarajano, a Partner and Global Head of Private Wealth Management Capital Markets and Global Head of Goldman Sachs Apex Family Office Coverage. Sara is also responsible for the One Goldman Sachs Family Office initiative in the Americas.</p><p>Sara has been at Goldman Sachs for over 26 years, where she’s worked in a number of roles across the firm, equipping her with a multi-disciplinary background that i...
$8.5M Payout To Beardsley If Spanberger Fires Him; Why/Why Not Spanberger Will Fire Prez Beardsley
The I Love CVille Show headlines: $8.5M Payout To Prez Beardsley If Spanberger Fires Him Why & Why Not Spanberger Will Fire UVA Prez Beardsley Will A Judge Deem Beardsley Hire Invalid? Only An Oral Report (No Written Report) On UVA Health CVille Man Arrested For Threat To Blow Up Bojangles Plans For 50-Year Downtown Mall Anniversary? UVA Will Honor Tony Bennett By Naming JPJ Court If You Need CVille Office Space, Contact Jerry Miller Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and list...
Artificial Analysis: The Independent LLM Analysis House — with George Cameron and Micah-Hill Smith
<p >don’t miss George’s AIE talk: https://www.youtube.com/watch?v=sRpqPgKeXNk</p><p >—-</p><p >From launching a side project in a Sydney basement to becoming the independent gold standard for AI benchmarking—trusted by developers, enterprises, and every major lab to navigate the exploding landscape of models, providers, and capabilities—George Cameron and Micah-Hill Smith have spent two years building Artificial Analysis into the platform that answers the questions no one else will: Which model is actually best for your use case? What are the real speed-cost trade-offs? And how open is "open" really?</p><p >We d...
102. Creativity That Pays Its Way: How to Link Ideas to Commercial Outcomes w. The Hallway's Jules Hall
<p>When the pressure for short-term results keeps getting louder, how and why should you still emphasise creativity?</p><p>In this episode of the Smarter Marketer Podcast, James Lawrence sits down with Jules Hall, CEO and Founder of The Hallway, to unpack how creativity, data and commercial thinking need to work together if brands want sustainable growth. From navigating short-termism and AI hype to building credibility with CFOs and boards, Jules shares a grounded, practical view on what effective marketing leadership looks like today, and what it takes to earn the licence to do truly great creative work.</p><...
[State of Evals] LMArena's $1.7B Vision — Anastasios Angelopoulos, LMArena
<p >We are reupping this episode after LMArena announced their fresh Series A (https://www.theinformation.com/articles/ai-evaluation-startup-lmarena-valued-1-7-billion-new-funding-round?rc=luxwz4), raising $150m at a $1.7B valuation, with $30M annualized consumption revenue (aka $2.5m MRR) after their September evals product launch.</p><p >—-</p><p >From building LMArena in a Berkeley basement to raising $100M and becoming the de facto leaderboard for frontier AI, Anastasios Angelopoulos returns to Latent Space to recap 2025 in one of the most influential platforms in AI—trusted by millions of users, every major lab, and the entire industry to answer one question: whic...
Redistricting goes to the Supreme Court
What congressional map will Texas be using for the fast-approaching 2026 midterms? It's up to the Supreme Court to decide.
🎥 ING's Anneka Treon and Johan Kloeze - lessons learned from building a private markets platform for private wealth clients in Europe
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode was filmed at ING’s HQ in Amsterdam, right after ING held its Private Markets Day. The firm has been actively building out its private markets capabilities to serve its private wealth clients so it was a treat to interview two of the people responsible for running ING’s wealth management and private markets practice.</p><p>We sat down with Anneka Treon, ING’s Global Head of Private Banking, Wealth Management & Investments, and Johan Kloeze, Head of Private Banking & Wealth Management Netherlands, to discuss ING’s big ambi...
John Ralston Joined Keith Smith & Jerry Miller Were On "Real Talk With Keith Smith!"
John Ralston, Associate Attorney at Ralston Law Group, joined Keith Smith of YES Realty Partners and Jerry Miller were on “Real Talk With Keith Smith” powered by YES Realty Partners and Yonna Smith! “Real Talk” airs every Friday from 10:15 am – 11 am on The I Love CVille Network! “Real Talk With Keith Smith” is presented by El Mariachi Mexican Bar & Grill, Fincham & Associates, Inc., Free Enterprise Forum, Intrastate Service Co, Mejicali, Ralston Law Group, The Scott Morris Team at Envoy Mortgage and YES Realty Partners.
The Brian Kilmeade Show 01-23-2026
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No Going Back
<p>Thursday 22nd January 2026</p><br><p>NAB Markets Research Disclaimer </p><p>Financial Services Guide | Information on our services - NAB</p><br><p>President Trump used his Davos address to insist there is “no going back” on his push to acquire Greenland, ruling out military action but signalling that more tariffs on Europe look inevitable — a stance that has kept gold at fresh highs even as broader markets remain relatively calm. Currencies and bonds were quiet overnight, with the Aussie dollar firmer and JGB yields retracing, while US equities stabilised after yesterday’s sharp fall. Oil is little changed, b...
The New Stadium Economy — Why Owning an Asset Isn’t Enough Anymore
<p>Front Run The Week — Free Signals<br />Get early signals before they hit headlines. Subscribe free — or upgrade for member rewards — at https://tokentrust.substack.com</p><p>Owning an asset used to be enough. You bought it, held it, and waited. But today’s economy doesn’t reward spectators — it rewards participants.</p><p>In this episode, Chip Mahoney breaks down The Stadium Economy: a shift where access, alignment, and positioning matter more than price alone. As crypto, AI, and digital rails reshape markets, most people are watching from the stands while a small group plays on the field.</p><p...
Stonepeak's Cyrus Gentry - bringing infrastructure investing to the wealth channel
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode brings infrastructure investing to life — literally.</p><p>We sat down in and walked through one of Stonepeak’s data center assets with Managing Director and CEO of SP+ INFRA, Cyrus Gentry.</p><p>Cyrus has played an integral role in Stonepeak’s rapid ascent as a firm and the growth of its wealth solutions business, Stonepeak+, joining early in the firm’s history and helping the firm grow to approximately $80B in AUM.</p><p>Cyrus brings a private equity perspective to infrastructure investing. Prior to Stonepe...
Greenback goes even lower
<p>Wednesday 28th January 2026</p><br><p>NAB Markets Research Disclaimer </p><p>Financial Services Guide | Information on our services - NAB</p><br><p>The dollar has weakened again, lifting the Aussie and most majors, while oil, equities and spot gold all pushed higher in a broadly risk‑positive session. Bond moves are mild but yields are edging up across several markets, and silver is having a wild swing lower. Taylor Nugent joins us as the NAB Business Survey shows a rebound in conditions and confidence, capacity utilisation easing only slightly, and Q4 CPI likely to come in above the...
Why Altseason Failed — And Why 2026 Will Be About Proof, Not Predictions
<p>Altseason was supposed to be inevitable. Instead, it turned into an altered version of the Banana Zone — where traders slipped on hype and narratives replaced fundamentals.</p><p>In this episode, I revisit my latest newsletter to explain what went wrong, why the market is growing up, and how 2026 is shaping into a year that rewards real adoption, real volume, and real infrastructure.</p><p>This isn’t about calling tops or bottoms. It’s about understanding where the market actually is — and how to position accordingly.</p> <p><p>Want to go deeper?<br>Start here: Own The Economy...
Brex’s AI Hail Mary — With CTO James Reggio
<p >From building internal AI labs to becoming CTO of Brex, James Reggio has helped lead one of the most disciplined AI transformations inside a real financial institution where compliance, auditability, and customer trust actually matter.</p><p >We sat down with Reggio to unpack Brex’s three-pillar AI strategy (corporate, operational, and product AI) [https://www.brex.com/journal/brex-ai-native-operations], how SOP-driven agents beat overengineered RL in ops, why Brex lets employees “build their own AI stack” instead of picking winners [https://www.conductorone.com/customers/brex/], and how a small, founder-heavy AI team is shipping production agents to 40,000+ compan...
[State of Code Evals] After SWE-bench, Code Clash & SOTA Coding Benchmarks recap — John Yang
<p >From creating SWE-bench in a Princeton basement to shipping CodeClash, SWE-bench Multimodal, and SWE-bench Multilingual, John Yang has spent the last year and a half watching his benchmark become the de facto standard for evaluating AI coding agents—trusted by Cognition (Devin), OpenAI, Anthropic, and every major lab racing to solve software engineering at scale. We caught up with John live at NeurIPS 2025 to dig into the state of code evals heading into 2026: why SWE-bench went from ignored (October 2023) to the industry standard after Devin's launch (and how Walden emailed him two weeks before the big reveal), how the be...
"Night and Day": Alex Gray on Trump's Second Term Foreign Policy
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Hesitation over Hassett, the Billionaire Tax Battle, and a Power Auction 1/16/26
<p>President Donald Trump wants to keep National Economic Council Director Kevin Hassett in his current position, shaking up the race for the Federal Reserve chair. A new provision of the Billionaire Tax could penalize tech founders. Plus, the White House's push for tech giants to fund new power plants.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
🎥 Vista Equity Partners' Robert F. Smith - on who will benefit from AI
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode welcomes a pioneer and visionary in enterprise software investing to Alt Goes Mainstream.</p><p>Robert F. Smith is the Founder, Chairman, and CEO of $100B AUM Vista Equity Partners. He sits on the firm’s Investment Committees for Vista’s Flagship, Foundation, Endeavor, and Perennial Funds and serves as a member of Vista’s Executive committee. Vista’s portfolio spans 90 enterprise software, data, and technology-enabled companies that employ over 100,000 people worldwide.</p><p>He’s also heavily involved and committed to the firm’s wealth channel effort...
Nepotism Is the Original Token Economy
<p>Start here: Own The Economy — how I track the Digital Dollar shift and early market Signals.<br />🔶 https://tokentrust.substack.com/p/start-here-own-the-economy</p><p>Crypto didn’t invent tokens. Nepotism did.</p><p>Long before blockchains, DAOs, or proof-of-work, power was already being distributed through a closed system — last names, family ties, and insider access. In this episode, I break down why nepotism is the most durable token economy ever built, how it operates on Proof-of-Bloodline vs Proof-of-Work, and why it still outperforms merit-based systems today.</p> <p><p>Want to go deeper?<br>Start here: Own The Economy —...
American Bailout 3.0 — Bitcoin Is Now Policy
<p>Front Run The Week — Free Signals<br />Get early signals before they hit headlines. Subscribe free — or upgrade for member rewards — at https://tokentrust.substack.com</p><p>Texas just built a state Bitcoin reserve. Bank of America is guiding clients toward crypto exposure.</p><p>The signal isn’t “buy Bitcoin” — it’s align with the new rails or get left behind.</p><p>In this episode, we unpack how Bitcoin moved from speculation to policy, why holding assets without alignment is distraction, and what Own The Economy really means in a world where settlement systems are changing.</p> <p><p>Want to...
Did Texas quietly help its child care crisis?
In this week's episode, Matthew and Eleanor speak with K-12 education reporter Jaden Edison and early learning advocate David Feigen about the shortage of affordable child care in Texas and how the school voucher program may or might not help.
[State of RL/Reasoning] IMO/IOI Gold, OpenAI o3/GPT-5, and Cursor Composer — Ashvin Nair, Cursor
<p >From Berkeley robotics and OpenAI's 2017 Dota-era internship to shipping RL breakthroughs on GPT-4o, o1, and o3, and now leading model development at Cursor, Ashvin Nair has done it all. We caught up with Ashvin at NeurIPS 2025 to dig into the inside story of OpenAI's reasoning team (spoiler: it went from a dozen people to 300+), why IOI Gold felt reachable in 2022 but somehow didn't change the world when o1 actually achieved it, how RL doesn't generalize beyond the training distribution (and why that means you need to bring economically useful tasks into distribution by co-designing products and models), the...
The Brian Kilmeade Show 01-26-2026
The Brian Kilmeade Show 01-26-2026<p> </p><p>Learn more about your ad choices. Visit podcastchoices.com/adchoices</p>
"Time to Finish It": Shervin Pishevar on the Iran Revolution
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Jeff Gaffney & Dr. Wayne Frye Were Live On "The Everyday Faith Show!"
Jeff Gaffney & Dr. Wayne Frye, Senior Pastor at Faith Christian Center International, were live on The Everyday Faith Show! The Everyday Faith Show airs live Monday from 10:15 am – 11:00 am on The I Love CVille Network. “The Everyday Faith Show” is presented by Faith Christian Center International, Glenmore Realty & Real Estate III.
Sources Say Golubuff Potential UVA Prez Candidate; Goluboff On Shortlist With UVA BOV, Sources Say
The I Love CVille Show headlines: Sources Say Golubuff Is Potential UVA Prez Candidate Risa Goluboff On Shortlist With UVA BOV, Sources Say Goluboff First Female UVA Law School Dean In History Sources Say Scott Beardsley’s Days Numbered As Prez Pros & Cons Of Risa Goluboff Hire As UVA Prez If Beardsley Loses His Job, What Will His Legacy Be? AlbCo Taxes, CVille City Roads & Local Govt Right Now If You Need CVille Office Space, Contact Jerry Miller Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille...
The Brian Kilmeade Show 01-22-2026
The Brian Kilmeade Show 01-22-2026<p> </p><p>Learn more about your ad choices. Visit podcastchoices.com/adchoices</p>
Spanberger Exec Order Looks To Reshape BOVs; Political Donations Of Spanberger's BOV Nominees
The I Love CVille Show headlines: Spanberger Exec Order Looks To Reshape BOVs Political Donations Of Spanberger’s BOV Nominees AlbCo Home Assessor Presenting Data To Supes Today Yet Another Homeless Encampment At Free Bridge Grit Coffee Expanding In Shops At Stonefield Ivy House Play Space Needs A New Location #16 UVA Finishes In AP Top 25 For 1st Time Since 2004 If You Need CVille Office Space, Contact Jerry Miller Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show o...
UVA Hoops #14 In AP Poll, #15 In Coaches Poll; What Stood Out In Wins Over Louisville & SMU?
The Jerry & Jerry Show headlines: UVA Hoops #14 In AP Poll, #15 In Coaches Poll What Stood Out In Wins Over Louisville & SMU? #22 UNC (14-4, 2-3) at #14 UVA (16-2, 5-1), 2pm, Sat Inside ACC Hoops: Great, Good, Bad & Ugly 5 ACC Basketball Teams Ranked In Top 25 Cignetti 27-2 In 2 Years At Indiana (National Title) Virginia Football On Fire In Transfer Portal Wahoos Have Signed 2 Power 5 Starting QBs Read Viewer & Listener Comments Live On-Air Jerry Ratcliffe & Jerry Miller were live on The Jerry & Jerry Show! The Jerry & Jerry Show airs live Tuesday from 10:15 am – 11:15 pm on The I Love CVille Network. Watch and listen to...
Can Texas zero out property taxes?
Eleanor and Matthew dig into the dueling proposals that seem to be teeing up a contentious property tax fight.
Will Venezuela impact Texas' oil industry?
TribCast dives into whether President Trump's plan to get U.S. companies to rebuild Venezuela's oil industry will have repercussions in Texas.
TEA and Texas education
The rise in state takeovers of school districts<br />Tribune education reporters join TribCast to unpack the recent spate of state takeovers of school districts and what it says about our systems for measuring academic performance.
🎥 Franklin Templeton's George Stephan - bringing public and private together
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode brings the perspective of an asset management veteran who has sat on both sides of the table.</p><p>We sat down in Franklin Templeton’s New York City office with George Stephan, COO of Global Wealth Management Alternatives at Franklin Templeton.</p><p>George joined Franklin to continue the buildout of the firm’s Alternatives capabilities, which boasts over $264B AUM in private markets strategies that include Lexington Partners, Benefit Street Partners, and Clarion Partners. George came from KKR, where he was Head of Strategy and Bu...
ICE in Texas
With immigration enforcement ramping up in Texas, Texas Tribune reporter Colleen DeGuzman and immigration attorney Paul Pirela join TribCast to discuss.
Memory Momentum, Tech Trade Fade, and Lowe's' "Influencer" Era 1/22/26
<p>Memory chips are in a super-cycle while the Mag 7 slows down. Will the AI race hit a wall or keep competitors cutthroat? Plus, Lowes's' new strategy to win over Gen Z shoppers.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
EQT's Jean Eric Salata - reflections on leadership, culture, and values from one of the world's largest investment firms
<p>It all comes back to the DNA.</p><p>The firms that know who they are will know who to be.</p><p>You can learn a lot about an investment firm by listening to what they say.</p><p>Alt Goes Mainstream’s AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say.</p><p>The first season of The DNA stars EQT. In Stockholm, at EQT’s AIM this past summer, I sat down for conversations with nine EQT executives.</p><p>Each exec...
EQT's Conni Jonsson - building a global private equity firm the Nordic way
<p>It all comes back to the DNA.</p><p>The firms that know who they are will know who to be.</p><p>You can learn a lot about an investment firm by listening to what they say.</p><p>Alt Goes Mainstream’s AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say.</p><p>The first season of The DNA stars EQT. In Stockholm, at EQT’s AIM this past summer, I sat down for conversations with nine EQT executives.</p><p>Each exec...
97. Leadership in Marketing: How Today’s Marketing Leaders are Creating Impact w. Emma Logan
<p>What does it really mean to lead marketing in 2025? In this episode of the Smarter Marketer Podcast, Host James Lawrence sits down with executive brand strategist Emma Logan to unpack the realities facing modern marketing leaders, from blurred job boundaries and rising stakeholder expectations to the personal toll of visibility and performance.</p><p>Emma shares why every senior marketer already has an “executive brand”, whether they’ve defined it or not, and how failing to own that narrative means letting others do it for you. Together, she and James explore what authentic leadership looks like in a post-pandemic world...
[NeurIPS Best Paper] 1000 Layer Networks for Self-Supervised RL — Kevin Wang et al, Princeton
<p >From undergraduate research seminars at Princeton to winning Best Paper award at NeurIPS 2025, Kevin Wang, Ishaan Javali, Michał Bortkiewicz, Tomasz Trzcinski, Benjamin Eysenbach defied conventional wisdom by scaling reinforcement learning networks to 1,000 layers deep—unlocking performance gains that the RL community thought impossible. We caught up with the team live at NeurIPS to dig into the story behind RL1000: why deep networks have worked in language and vision but failed in RL for over a decade (spoiler: it's not just about depth, it's about the objective), how they discovered that self-supervised RL (learning representations of states, actions, and future sta...
Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay 2
<p >From shipping Gemini Deep Think and IMO Gold to launching the Reasoning and AGI team in Singapore, Yi Tay has spent the last 18 months living through the full arc of Google DeepMind's pivot from architecture research to RL-driven reasoning—watching his team go from a dozen researchers to 300+, training models that solve International Math Olympiad problems in a live competition, and building the infrastructure to scale deep thinking across every domain, and driving Gemini to the top of the leaderboards across every category. Yi Returns to dig into the inside story of the IMO effort and more!</p><p >We...
The 2026 Texas primary slate is set
With the candidate filing deadline behind us, TribCast digs into the musical chairs that awaits voters in 2026.
100. How Attention Is Rewriting the Rules of Advertising w. Amplified's Dr. Karen Nelson-Field
<p>Marketers have long optimised for visibility and memory, but in our metric-focused industry, are we measuring what really matters?</p><p>In this episode of the Smarter Marketer Podcast, host James Lawrence speaks with Dr. Karen Nelson-Field, Founder of Amplified, about why attention is the real currency of modern advertising and how to measure it effectively. From the myth of virality to the flaws in CPMs, Karen shares what years of research reveal about how people truly engage with ads, and what marketers need to do next to stay ahead.</p><h2>Key Takeaways:</h2>Dr. Karen’s journey: fr...
Weekend Edition: The property turnover problem
<p>Friday 16th January 2026</p><br><p>Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.</p><br><p>Australia’s housing market keeps getting more expensive, yet the real issue isn’t just how many homes we build — it’s how slowly they are changing hands. Dr Nicola Powell, chief economist at Domain, says turnover has become a structural drag, creating inefficiencies that stem far more from policy settings than from raw supply. Even with immigration easing, demand still outpaces movement, and rising prices continue to infla...
In Chips We Trust…Again, Crypto Regulation Roadblock, and Fed Independence & Inflation 1/15/26
<p>Wells Fargo upgrades AI and memory chips. A key crypto bill loses industry support. Plus, why upending Fed independence could spur inflation. </p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
🎥 Ultimus Fund Solutions' Gary Tenkman - building the core fund administration infrastructure to make private markets go mainstream
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode features a pioneer who has been building the core infrastructure that is making private markets go mainstream.</p><p>We talk with Gary Tenkman, a 30-year veteran of the fund administration world who is the CEO of Ultimus Fund Solutions. Ultimus serves over 450 clients and 2,300 funds, representing $725B of assets under administration, all handled by a team of over 1,100 professionals. </p><p>Ultimus, which is backed by private equity firm, GTCR and, more recently, Stone Point, is able to help investment managers navigate a growing array of...
Slumping Stocks and Surging Yields, the Greenland Case, and Trump's Tariff Threats 1/20/26
<p>Stocks tumble as trade war fears reignite, could that be a buying opportunity? Does America still have bargaining power when it comes to Greenland? Plus, how Europe could respond to Trump's tariff threats</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
101. Attribution Is Breaking: How Marketers Should Rethink Paid Media in 2026 w. Rocket Agency's Adrian Oguz
<p>As platforms push Performance Max, Advantage+ and new modelling systems, we’re entering a world where results often look better in-platform than they do in reality. Behind the scenes, attribution is becoming harder and marketers are being forced to rethink how they interpret success altogether.</p><p>In this episode of the Smarter Marketer Podcast, host James Lawrence sits down with Rocket’s Paid Media Manager, Adrian Oguz, to unpack what truly matters when you’re running paid media in an AI-driven landscape. Adrian shares an unfiltered view on automation, performance loops, the limits of attribution and how in-house market...
🎥 Stonepeak's Cyrus Gentry - bringing infrastructure investing to the wealth channel
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode brings infrastructure investing to life — literally.</p><p>We sat down in and walked through one of Stonepeak’s data center assets with Managing Director and CEO of SP+ INFRA, Cyrus Gentry.</p><p>Cyrus has played an integral role in Stonepeak’s rapid ascent as a firm and the growth of its wealth solutions business, Stonepeak+, joining early in the firm’s history and helping the firm grow to approximately $80B in AUM.</p><p>Cyrus brings a private equity perspective to infrastructure investing. Prior to Stonepe...
99. Why “In-House vs Agency” Misses the Point w. TrinityP3's Darren Woolley
<p>As 2025 comes to a close, the conversation around in-housing has never been more confusing. With rising pressures on budgets and the disruption caused by AI, businesses are being forced to rethink what the right marketing structure might look like for them.</p><p>In this episode of the Smarter Marketer Podcast, Host James Lawrence speaks with Darren Woolley, Founder and Global CEO of Australia’s leading marketing management consultancy TrinityP3. Together they unpack the myths surrounding in-housing and outsourcing, and what research really says about cost, culture, productivity and creativity.</p><h2>Key Takeaways:</h2>Why “in-housing vs. agency” is the...
96. Buying Outcomes, Not Deliverables: Rethinking Client-Agency Partnerships w. Blair Enns
<p>For decades the agency-client relationship has worked on a transactional view of marketing and creative services. Agencies gave away their best thinking upfront, clients judged on surface-level ideas and both sides accepted a process that often undervalued expertise.</p><p>In this Smarter Marketer Podcast episode, Host James Lawrence and renowned author Blair Enns discuss how the future of creative and professional services lies in changing how we buy, sell and trust expertise. Whether you’re in-house or agency-side, these shifts carry big implications for how you choose partners and build lasting relationships that drive marketing success.</p><h1>Ke...
The Liquidity Break: Bitcoin’s Drop, BRICS De-Dollarization, and the New Corporate Bank Stack
<p>Front Run The Week — Free Signals<br />Get early signals before they hit headlines. Subscribe free — or upgrade for member rewards — at https://tokentrust.substack.com</p><p>Bitcoin didn’t fall 25% because of politics — it fell because U.S. dollar liquidity snapped. And at the same time BRICS nations are fully ditching the dollar for settlement, Citadel is quietly helping Ripple build a modern banking stack.</p><p>In this episode, Chip breaks down the real story behind the Bitcoin dip, why de-dollarization is accelerating at the exact moment TradFi is laying fresh settlement rails, and why assets like XRP a...
From the Archives: Marketing Under Pressure: Managing Stress, Sleep and Decision-Making w. Dr. Jemma King
<p>In marketing, deadlines are relentless and expectations are high. It’s critical to manage stress and make clear-headed decisions under pressure. In this episode of Smarter Marketer, host James Lawrence chats with Dr. Jemma King - founder of BioPsychAnalytics and expert in stress, resilience and high performance. </p><p>Having worked with elite organisations like the Australian Olympic Swim Team, the Australian Defence Force, McKinsey and Atlassian, Dr.King shares science-backed insights on managing burnout, improving decision-making and optimising sleep for peak performance. Whether you're leading a team, juggling campaigns, or striving for balance in your personal life, this epi...
🎥 Blue Owl's Sean Connor - a growth company in a growth industry that is investing in megatrends
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode takes us inside the world of wealth from the perspective of one of the industry’s largest alternative asset managers that has made the wealth channel core to its firm’s DNA from the beginning.</p><p>We sat down with Sean Connor, Senior Managing Director and the President & CEO of Global Private Wealth at Blue Owl Capital, a firm with almost $300B in AUM. Sean highlighted a number of key insights for navigating and working with the wealth channel as he shared lessons learned from buildi...
Can Tom Homan Fix the Minneapolis ICE Chaos?
<p>[00:00:00] Bret Baier</p> <p> </p> <p>[00:10:48] Asra Nomani</p> <p> </p> <p>[00:18:27] Allen West</p> <p> </p> <p>[00:36:50] Peter Schweizer</p> <p> </p> <p>[00:55:13] Dr. Qanta Ahmed</p> <p> </p> <p>[01:13:36] Karl Rove</p> <p> </p> <p>[01:32:00] Joel Pollak</p><p> </p><p>Learn more about your ad choices. Visit podcastchoices.com/adchoices</p>
⚡️ Prism: OpenAI's LaTeX "Cursor for Scientists" — Kevin Weil & Victor Powell, OpenAI for Science
<p >From building Crixet in stealth (so stealthy Kevin had to hunt down Victor on Reddit to explore an acquisition) to launching Prism (https://openai.com/prism/) as OpenAI's free AI-native LaTeX editor, Kevin Weil (VP of OpenAI for Science) and Victor Powell (Product Lead on Prism) are embedding frontier reasoning models like GPT 5.2 directly into the scientific publishing workflow—turning weeks of LaTeX wrestling into minutes of natural language instruction, and accelerating the path from research breakthrough to published paper.</p><p >We discuss:</p><p >What Prism is: a free AI-native LaTeX editor with GPT-5.2 embedded directly into th...
Calm Down
<p>Friday 16th January 2026</p><br><p>NAB Markets Research Disclaimer </p><p>Financial Services Guide | Information on our services - NAB</p><br><p>The mood in markets has brightened as tensions around Iran appear to have eased, with President Trump signalling a softer military stance, and attention has swung back to stronger‑than‑expected US data — lower jobless claims, upbeat regional manufacturing surveys and a solid equity rebound led by tech and small caps. Oil has slumped sharply, bond yields are higher in the US and UK, and the US dollar is firmer, while the UK has surprised with a 0...
🎥 Vista's David Breach - building a software investing powerhouse in the age of AI
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode dives into the nuances of enterprise software and how to build a scaled specialist alternative asset manager.</p><p>We sat down in Vista’s NYC office with David Breach, Vista’s President and Chief Operating Officer.</p><p>David sits on Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm’s Private Equity Management and Vista’s Private Equity Funds’ Investment Committees. David is also the Co-CEO of VistaOne, Vista’s evergree...
OpenAI's Make or Break Year, Intel Interrupted, and Blizzard Bracing 1/23/26
<p>Will OpenAI be able to cover its cashburn or will it continue to fall behind Google's Gemini? Intel's momentum hits a wall after weak guidance sends shares tumbling. Plus, millions of Americans brace for a massive winter storm.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Vista Equity Partners' David Breach - building a software investing powerhouse in the age of AI
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode dives into the nuances of enterprise software and how to build a scaled specialist alternative asset manager.</p><p>We sat down in Vista’s NYC office with David Breach, Vista’s President and Chief Operating Officer.</p><p>David sits on Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm’s Private Equity Management and Vista’s Private Equity Funds’ Investment Committees. David is also the Co-CEO of VistaOne, Vista’s evergree...
Will Europe retaliate?
<p>Tueday 20th January 2026</p><br><p>NAB Markets Research Disclaimer </p><p>Financial Services Guide | Information on our services - NAB</p><br><p>President Trump’s renewed push on Greenland and fresh tariff threats against Europe have markets bracing for possible retaliation, with EU leaders signalling they may hold firm rather than concede — even hinting at using their anti‑coercion powers, despite German hesitation. Precious metals are surging as investors hedge the “Greenland crisis”, while currencies and bonds move only modestly in a session thinned by the US holiday. European equities are weaker, China’s latest data remain soft, and Cana...
Blue Owl's Sean Connor - a growth company in a growth industry that is investing in megatrends
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode takes us inside the world of wealth from the perspective of one of the industry’s largest alternative asset managers that has made the wealth channel core to its firm’s DNA from the beginning.</p><p>We sat down with Sean Connor, Senior Managing Director and the President & CEO of Global Private Wealth at Blue Owl Capital, a firm with almost $300B in AUM. Sean highlighted a number of key insights for navigating and working with the wealth channel as he shared lessons learned from buildi...
Greenland heats up; Japan’s Liz Truss moment
<p>Wednesday 21st January 2026</p><br><p>NAB Markets Research Disclaimer </p><p>Financial Services Guide | Information on our services - NAB</p><br><p>Markets are on edge this morning as the Greenland fallout continues to reverberate through currencies, bonds, metals and equities, with fears that US–European trade and intelligence ties may suffer lasting damage. Tensions escalated as the President revealed a private text exchange with President Macron and threatened 200% tariffs on French wine and champagne. Meanwhile, Japan has endured a sharp bond sell off —its “Liz Truss moment” — after concerns that Sanae Takaichi’s proposed tax cuts are unfunded...
Weekend Edition: the strategy behind Trump’s territorial intent
<p>Friday 23rd January 2026</p><br><p>Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.</p><br><p>Tom Holland, deputy global research director at Gavekal, argues that Donald Trump’s flurry of geopolitical moves — from abducting Nicolás Maduro to threatening Iran and making claims on Greenland — is best read as strategic signalling aimed at China rather than random headline chasing. By disrupting Venezuelan and potentially Iranian oil flows, Washington is reminding Beijing how exposed it is to imported energy, while the sudden fixation on Gree...
A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26
<p>The Department of Justice’s probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration’s goals of lower interest rates, according to Strategas. Why a limit on credit card interest rates could boost names like Visa and Mastercard. Plus, chips analyst Chris Caso’s favorite AI idea in 2026. </p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
One Nation w/ Brian Kilmeade 01-25-2026
<p>One Nation w/ Brian Kilmeade 01-25-2026</p><p> </p><p>Learn more about your ad choices. Visit podcastchoices.com/adchoices</p>
More Highlights From Atty. Walter Smith Interview; Highlight 1: What Did Ryan Know About UVA Health?
The I Love CVille Show headlines: Highlights From Attorney Walter Smith Interview Highlight 1: What Did Ryan Know About UVA Hospital? Highlight 2: Craig Kent’s Efforts To Dismiss Lawsuit Highlight 3: Triple Murder Report Redaction Details City Hall Considers W Main, Ridge, McIntire Redesign Pros/Cons Of Multifamily Construction Around CVille #16 UVA (15-2) At SMU (13-4), 12pm, ESPN2, UVA -1.5 If You Need CVille Office Space, Contact Jerry Miller Read Viewer & Listener Comments Live On-Air The I Love CVille Show airs live Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network. Watch and listen to The I Love CVille Show on Fac...
How Deep Does It Go? Peter Schweizer Exposes Global Influence Peddling
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