Jeffrey’s AI | Bitcoin News
Bitcoin news and economic news update. Today I cover the “Jeffrey’s AI” email story, claims of Jane Street insider trading tied to Terra/Luna, the Fed moving to drop “reputational risk” language in bank supervision, and Numo enabling tap-to-pay with BTC. <br /><br /><br />Topics <br />Jane Street sued for TerraLabs insider tradingHave a historical coffee todayFed to drop “reputational risk” and what it means for Choke Point 2.0Numo tap-to-pay with BTC<br />Listen<br /> https://fountain.fm/episode/OY5udeIvW6TvGK7TDj40<br /> <br />Circle P<br /> Bitcoin Beans<br /> Bitcoin Beans takes proof of work from the mine to your mug...
1 hr 10 min
2026 February 24
Solving Furniture Decision Fatigue Through AI at Furniture.com | eTail West 2026
Omni Talk Retail is live from eTail West 2026 with continued coverage powered by NetElixir. In this interview, recorded on site at eTail West, Anne Mezzenga speaks with Alex Seaman, Senior Vice President of Furniture.com, about the company’s recent relaunch and its vision for the future of furniture shopping. Furniture.com is building a unified, AI driven platform designed to simplify one of retail’s most complex and considered purchases. By partnering with trusted national furniture retailers, the platform enables shoppers to browse, compare, and check out across multiple merchants in one seamless experience, while retailers retain ownership of fulf...
Claude Code built me a $273/Day online directory
<p >I sit down with Frey Chu to go deep on how to use Claude Code to build AI-coded directories, specifically how to tackle the hardest part: getting valuable data. Frey walks us through three real-world directory examples (a funeral home directory, a senior living directory, and GasBuddy), we play a game guessing their traffic and monetization, and then he does a full live walkthrough of the seven-step process he used to build a luxury restroom trailer directory in four days for under $250. I also ask him about the future of directories in a world where LLMs are changing how...
Claude Code marketing masterclass [from idea to making $$]
<p >I sit down with Cody Schneider, growth engineer and co-founder of Graph, for a live, hands-on crash course in GTM (go-to-market) engineering powered by Claude Code. Cody walks through how he runs multiple AI agents simultaneously to handle everything from bulk Facebook ad creation and LinkedIn outreach to cold email campaigns and live data analysis — tasks that used to require a team of dozens. By the end of the episode, you'll have a full understanding of how to set up your own agent workflow, the specific tools involved, and why domain expertise paired with AI is the real competitive ad...
Podcasts
How I Use Obsidian + Claude Code to Run My Life
<p >I sit down with my dear friend Vin (Internet Vin) for a deep, hands-on walkthrough of how he uses Obsidian and Claude Code together as a thinking partner, idea generator, and personal operating system. Vin demonstrates live how Claude Code can read, reference, and surface patterns across an entire Obsidian vault of interlinked markdown files — turning years of personal notes into actionable insights, project ideas, and even custom commands. This episode covers everything from the basic setup to advanced workflows like tracing how ideas evolve over time, generating contextual startup ideas, and delegating tasks to autonomous agents. If you ar...
Ask an Adviser: Rentvesting, Super, and Why 'Good' Money Habits Can Turn Toxic with Gemma Mitchell
<p>Gemma Mitchell (Rask Advice, Author of The Money Reset) breaks down how to rebuild your money foundations after a setback and why income, systems and mindset matter just as much as picking the right investments.</p><br><p>In this episode:</p><p>0:00 Disclaimer + intro</p><p>0:47 Meet Gemma + the 12-step “money reset” framework</p><p>4:12 The “slingshot moment” and reframing setbacks</p><p>7:51 When good money habits become toxic (points hacking, offsets, net worth obsession)</p><p>11:35 Budgeting that actually sticks: the $0 budget + bucket accounts</p><p>17:07 The lever most people ignore: income (and how to boost it)</p><p>20...
Travel stocks slide in wake of conflict
Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)<br /><br />Show Notes<br />The Jefferies AI Risk Basket<br /><br />Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Jensen Huang, FDA Commissioner Makary, & Beast Industries CEO 2/26/26
<p>After reporting a strong quarter, Nvidia CEO Jensen Huang speaks to Becky Quick about his company’s future and the future of the AI landscape–including the ongoing standoff between Anthropic and the Pentagon. FDA Commissioner Dr. Marty Makary discusses the agency’s push for reforms and expedited drug approvals, particularly for rare disease therapies. Plus, Beast Games Season 2 finale is out on Amazon Prime, and season three is already in preproduction. Beast Industries CEO Jeff Housenbold discusses his ambitions of building another Disney while producing the most-followed person on the internet, Mr. Beast. </p> <p> </p> <p>Dr. Marty Mak...
Walmart Gives Suppliers Eyes On Every Shelf | Fast Five Shorts
This Omni Talk Retail Fast Five segment, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, examines Walmart’s launch of Scintilla In Store, giving suppliers real time store level data. Chris and Anne explain why this move could redefine supplier collaboration and unlock faster store execution at scale. ⏩ Watch the full episode here: https://youtu.be/2_dIsTGWqJQ #Walmart #RetailData #RetailAI #SupplyChain #OmniTalk
Big Tech's AI Spender-Bener 2/27/26
<p>Scott Wapner and the Investment Committee debate tech stocks as questions continue to circle around their spending. Plus, the desk share their latest portfolio moves. And later, we hit the latest Calls of the Day. </p> <p>Investment Committee Disclosures</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>
What SpaceX shows us about private markets with Adam Myers
<p>SpaceX. OpenAI. Anthropic. The companies everyone wants to own but can’t buy on the share market. In this episode, we unpack how private equity works, why the biggest companies are staying private for longer, and how the Pengana Private Equity Trust (ASX:PE1) gives ASX investors exposure to SpaceX and 500+ other private companies.</p><br><p>In this episode:</p><p>0:00 SpaceX, IPO rumours & why private markets matter</p><p>2:10 The economics of space</p><p>6:01 Why companies are staying private longer</p><p>10:51 Private equity 101: how it works</p><p>14:03 Has private equity outperformed?</p><p>18:59 Why PE...
David’s Bridal Is Turning 300 Wedding Tasks Into One Click | eTail West 2026
Omni Talk Retail is live from eTail West 2026 with coverage powered by NetElixir. In this interview, Anne Mezzenga speaks with Kelly Cook, CEO of Davids Bridal, fresh off the stage to discuss the company’s bold “Aisle to Algorithm” strategy and what she calls the bridal tech revolution. David’s Bridal is expanding beyond a $4B bridal TAM into the broader $70B wedding ecosystem, building what Kelly describes as an AI and asset light approach to retail and media within the wedding industry. Key themes from the conversation: • The “tech sandwich” model: high tech before and after the in store bridal appoint...
Feminine Potato Problem | Bitcoin News
Bitcoin news and economic news update. Today I cover Elizabeth Warren’s pressure on the OCC, the Senate rebuke of SBF’s political maneuvering, Block’s layoffs framed as “AI,” and Citi moving toward Bitcoin integration. <br /><br /><br />Topics <br />Warren on OCC warpathSBF’s sycophantic political play rebukedBlock lays off 40% citing “AI”Citi to integrate Bitcoin<br />Circle P<br /> Permanerd’s Sats4Snacks (Freeze-dried fruits and herbs, comfrey salve)<br /> 2.1% off with code BitcoinAnd<br /> https://sats4snacks.com/<br /> https://primal.net/p/nprofile1qqspqxs39j9dctnfuqqrz98lrswnddlumcrdsn28j689n824susmphcfxudsz<br /> <br />Today’s Articles<br /> https://decrypt...
Operation Epic Fury: The USA Banned Anthropic But Used It Anyways
<p>We explore a tumultuous week in AI as the U.S. government banned Anthropic's Claude AI from military use, only for it to be deployed in the Iranian operation the next day.</p><p>We analyze the ethical dilemmas faced by AI firms navigating government demands, spotlighting CEO Dario Amodei's refusal to compromise on safety. The discussion intensifies with OpenAI's bold offer to the Pentagon, igniting a rivalry that questions corporate power in military engagements.</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com...
I fixed Claude Code for you in 30 seconds
<p >I sit down with Matt Van Horn, creator of the "Last 30 Days" skill for Claude Code, as he demonstrates how this tool turns anyone into a real-time research expert. By pulling trending data from X, Reddit, and the web, Last 30 Days supercharges Claude Code prompts with current intelligence. Matt walks through live demos, from discovering popular rap songs to generating cold emails to building a Moltbot competitor, showing how non-engineers can ship products using AI tools with almost no coding background.</p><p ></p><p >Timestamps</p><p >00:00 – Intro</p><p >01:39 – What Is "Last 30 Days"</p><p >03:29 – Live Demo: Most P...
This Week in AI: "Something Big is Happening," The xAI Exodus, Seedance 2.0
<p>Well, he's doing it again. Elon is clearing house to make way for a new era or production. In other news this week, we cover the Seedance 2 model and AI safety concerns following leadership changes at Anthropic. </p><p>As job disruption fears rise, we share personal stories on adaptation. We wrap up with buzz around OpenAI's new Dime product and ChatGPT's 'adult mode.'</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com/us/podca...
What is Perplexity Computer?
<p >I take Perplexity Computer for its first real spin and test five use cases that founders can use right now to make money and move faster. I connect my Gmail live, let the AI send cold outreach on my behalf, set up daily competitive intelligence monitoring, research 50 VCs for a mock Series A, and kick off a full investment memo on Shopify, all in a single session. By the end, I walk away genuinely impressed and convinced the $200/month Max plan can pay for itself with one closed deal.</p><p ></p><p >Timestamps</p><p >00:00 – Intro </p><p >00:35 – What...
Strikes in Iran and Lloyd Blankfein Looks Back 3/2/26
<p>More U.S. forces head to the Middle East, following the initial strikes in Iran by the U.S. and Israel. CNBC reporters Dan Murphy and Brian Sullivan on the market and global energy industry’s response. Veteran and venture capitalist Alex Harstrick describes Operation Epic Fury as, potentially, the first “AI War” and the language barriers between Silicon Valley and the Pentagon when it comes to artificial intelligence. And, former Goldman Sachs CEO Lloyd Blankfein looks back on an epic Wall Street career </p> <p> </p> <p>Dan Murphy 2:27</p> <p>Brian Sullivan 11:37</p> <p>Alex Harstrick 24:42</p> <p>Lloyd Blankfein 34...
The Evolution of Commercial Real Estate Education
In this episode of BMC Talks, Host Alexander Alemany ’13 (MBA) interviews Norman Miller, Professor Emeritus, and former Ernest W. Hahn Chair of Real Estate Finance at the University of San Diego. In the podcast, they discuss: Norman’s life story, how he became a leading national voice in real estate education, the changing landscape of real estate education, his advice to graduating students, and his professional endeavors outside of education.
BK PR Stunts, Kohl’s Deal Bars & Why You Should Learn How To Say ‘Smart Store’ In French | Fast Five
In this week’s Omni Talk Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, Chris and Anne were live from eTail West in Palm Springs as they discussed: Carrefour signing a sweeping strategic partnership with Vusion to digitize all of its hypermarkets and supermarkets in France by 2030 (Source) Kohl’s rolling out its new Deal Bar concept to all 1,100+ stores nationwide (Source) Walmart launching Scintilla In-Store, a new real-time mobile data platform for supplier field reps (Source) Gap Inc. officially launching Encore, a unified cross-brand loyalty program spanning Old Navy...
Inside OpenClaw: Should You Actually Use It? Probably Not.
<p>Everyone's talking about Openclaw, but it's difficult to figure out who this new framework is actually for.</p><p>On top of security issues and vulnerability risks, it's also technically demanding. So in this episode, we get to the bottom of it: should you actually use Openclaw?</p><p>And if so, how should you do it?</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890<br>RSS FEED: https...
Giddy Geek's Gamble | Bitcoin News
Episode 1260 of Bitcoin And . . . is LIVE!<br /><br />Circle P:<br /> <br />Bitcoin Beans<br /> <br />Bitcoin Beans takes proof of work from the mine to your mug. Regeneratively grown Colombian cacao, hand selected by farmers paid in Bitcoin, lab tested for purity, and priced in sats. This is whole-bean cacao, not candy. It is proof-of-work you can taste.<br /> <br />Use BITCOINAND code to receive a 5% discount<br /> <br />https://www.bitcoinbeans.co/<br /> <br />https://primal.net/BitcoinBeans<br /> <br /><h1>Today's Articles:</h1> <br />https://decrypt.co/358379/california-begins-enforcing-state-level-crypto-licensing-with-dfal<br /> <br />https://bitcoinmagazine.com/news/milo-tops-100-million-in-crypto-mortgages<br /> <br />h...
AI premium fades as staples surge
Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)<br /><br />Show Notes<br />Jane Street now top holder of silver ETF<br /><br />Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
How I use AI Marketing and Claude Code to make $$
<p >I sit down with Jonathan Courtney, host of Unscheduled CEO Podcast, to talk about the gap between building AI-powered products and actually making money from them. Jonathan walks through his four-step "Promoter Blueprint" — traffic, holding pattern, selling event, and conversion — and shows exactly how he uses Claude and Claude Code to execute each phase. This one is a wake-up call for any founder spending more time optimizing automations than promoting what they sell.</p><p ></p><p >Timestamps</p><p >00:00 – Intro and Welcome Back</p><p >04:13 – The Founder’s Real Job: Promotion, Period</p><p >09:23 – The Promoter Blueprint (Screen Share)</p><p...
Ask an Adviser: Debt Recycling - Everything you need to know | Dylan Pargiter-Green
<p>Dylan Pargiter-Green (Boldwealth) answers the Equity Mates community’s biggest questions on debt recycling, including a walkthrough of Dylan’s free debt recycling calculator and the common mistakes that cause tax-time headaches.</p><br><p>In this episode:</p><p>00:00 – King of the Case Study turns calculator builder</p><p>02:41 – Debt Recycling Explained (30 Seconds or Less)</p><p>05:25 – Is Debt Recycling More Risky?</p><p>11:10 – Who Is Debt Recycling Actually For?</p><p>14:04 – Worked Example: Plugging Numbers Into the Calculator</p><p>26:15 – Quickfire: Tax Brackets & Benefits</p><p>29:46 – Common Mistakes To Avoid</p><p>40:29 – The One Thing Most Australians Get Wrong</p><p>41:5...
Lightning Round: Girl Scout Records, Survivor 50, Miracle on Ice & Nerd Nostalgia | Fast Five Shorts
This Lightning Round segment of the Omni Talk Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, closes out the show with rapid fire takes on Girl Scout cookie records, Survivor reaching season 50, Team USA hockey celebrations, and a little nerd nostalgia. Chris and Anne prove once again that retail and pop culture always collide. ⏩ Tune in for the full episode here: https://youtu.be/2_dIsTGWqJQ #LightningRound #RetailFastFive #OmniTalk #PopCulture
1278 - Trading Courses Don’t Work—Here’s What Does
<p>Trading courses alone won’t make you successful. The truth? The best teacher is experience. If you want to level up your trading, you’ve got to do more than just learn—you’ve got to put in the reps. In today’s episode, we’re breaking down how to maximize your time, get more done, and turn your effort into real results.</p><p><br></p><p>Learn to trade at www.TierOneTrading.com </p><p>Your Trading Coach - Akil </p>
New World Disorder | Bitcoin News
Bitcoin news and economic news update. Today I cover Ray Dalio’s case for bitcoin as neutral money, Payjoin Foundation’s new 501(c)(3) status, a phishing campaign targeting hardware wallet owners, and Michael Saylor’s latest bitcoin purchase. <br /><br /><br />Topics <br />Ray Dalio revisits the “world order” thesis and points to bitcoin as neutral moneyPayjoin Foundation becomes a 501(c)(3) to support bitcoin privacy developmentColdcard advisory as Trezor and Ledger owners get targeted by snail-mail phishingNetherlands advances a 36% tax on digital assets and investmentsStrategy (Michael Saylor) adds more bitcoin, and corporate adoption stories keep piling up<br />Circle P:<br /> <br />...
Strait to Iran | Bitcoin News
Bitcoin news and economic news update. Today: prediction markets hit Wall Street, the OCC signals stablecoin yield rulemaking, a euro-pegged stablecoin targets 2026, and Cake Wallet adds Lightning. <br />Topics <br />Wall Street joins prediction market fadOCC: new rulemaking on stablecoin yieldEuro-pegged stablecoin to release 2026Cake Wallet integrates Lightning <br /><h1>Circle P:</h1> <br />Oshi<br /> Artisan pecan butter, date bars and chocolates<br /> Website: https://www.oshigood.us/products<br /> nostr Profile: https://primal.net/p/nprofile1qqswp94gnm4epqsgjkndl4lnd8krzdj5u4mzuppdtxksdymkty63g7gdurlfc<br /> <br /><h1>Today's Articles:</h1> <br />https://decrypt.co/359562/what-the-iran-conflict-means-for-bitcoin-price<br /> <br />https...
Learning lessons about life and business – A conversation with my mentor, Ian Gill
In this episode of BMC Talks, Host Alexander Alemany ’13 (MBA) interviews Ian Gill, Chair of the University of San Diego’s Burnham-Moores Center for Real Estate Policy Advisory Board and Managing Partner of Silvergate Development. In the podcast, they discuss: Ian’s decades-long experience in the construction and real estate development industries, lessons learned, his entrepreneurial journey starting multiple companies, his deep connection to USD, and how he stays active in the community through education and mentorship.<br /><br />Ian is a managing Partner of Silvergate Development and founder of Highland Partnership, a general contracting firm. Ian’s community activity includes...
Jane's Street Addiction | Bitcoin News
Bitcoin news and economic news update. Today I cover claims of BTC price manipulation slowing, the Jane Street and Axiom trading stories and the insider-information angle, an Indiana Bitcoin rights bill waiting on the governor’s signature, and Nvidia’s earnings beating expectations. <br /><br /><br />Topics <br />BTC price manipulation slowsAxiom trading and insider information claimsIndiana Bitcoin bill awaits governor signatureNvidia destroys earnings expectations<br />Listen<br /> https://fountain.fm/episode/u3NUM03s6bnXANGBQDEF<br /> <br />Circle P<br /> Permanerd’s Sats4Snacks (freeze-dried fruits and herbs, comfrey salve)<br /> 2.1% off with code BitcoinAnd<br /> https://sats4snacks.com/<br...
Prediction markets are coming for Sportsbet & Pimp My Portfolio with Owen Rask
<p>Prediction markets are turning anything into a trade, elections, weather and even Super Bowl song lists. We unpack how they’re starting to bite into the US sports betting giants and whether they're coming to Australia. </p><br><p>Then Owen Rask (Rask Advice) debuts on Pimp My Portfolio with 22-year-old Kaleb. We break down what he did right, what he can tweak, and why this approach matters if you’re just getting started.</p><br><p>In this episode:</p><p>0:00 Intro</p><p>0:53 Prediction markets: what they are + why they’re exploding</p><p>3:07 Kalshi vs Polymarket + how th...
Our Monthly Portfolio Update - February 2026
<p>Bryce and Ren reveal what they bought, what sold, what performed, and what absolutely didn’t. Bryce goes deep on new positions and private equity allocations, while Ren unpacks what’s really driving returns and takes a deep dive into a new portfolio addition, Clean Harbors.</p><br><p>In this episode:</p><p>0:00 Monthly portfolio check-in format + what’s changing</p><p>1:50 ShareSight setup + why we track this way</p><p>2:25 Bryce update: redeploying core, Japan, GGUS, and buying Eli Lilly</p><p>11:09 Bryce performance: best/worst positions (and Bitcoin pain)</p><p>12:11 Ren update: weekly DCA core + starti...
C3.ai’s big miss
C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Thursday: CRM, TTD, NTNX, and more<br />Social media addiction trial: Plaintiff set to take the stand after therapist's testimony<br />Trump administration to hold back $259M in Medicaid payments to Minnesota<br />Warner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it l...
FedEx demands tariffs return to sender
FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36) <br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Tuesday: HIMS, VIR, and more<br />White House working on 15% tariff, timeline remains unclear: report<br />Bayer sues Johnson & Johnson over prostate cancer drug claims<br />IonQ in focus as quantum computing firm selected for Golden Dome contract<br /><br />Sign up for our daily newsletter here...
OpenAI Just Acquired OpenClaw: Why This Is A Huge Deal
<p>OpenAI just acquired OpenClaw, the fastest-growing open-source AI project in history, only 82 days after it was created. This isn’t just another AI tool: OpenClaw is a personal agent that connects to your apps and actually does things for you, signaling the beginning of the end of the chatbot era. In this episode of Limitless, we break down the OpenAI vs Meta bidding war, why Anthropic fumbled, and why this might be the iPhone moment for AI agents.</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/ <br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: ...
This Week in AI: NVIDIA Earnings, Anthropic vs Pentagon, Perplexity Computer
<p>NVIDIA's earnings report revealed a $68.1 billion Q4 with a 70% year-on-year growth, prompting discussions about the sustainability of the AI supercycle. </p><p>We delve into Perplexity's innovative personal computing platform and Anthropic's disruptive plugins that affected IBM's market cap. </p><p>See also: AMD's new partnership with Meta, boosting AMD's stock by 15%, and the complexities of Pentagon contracts involving AI technologies. Tune in for key insights into the evolving AI landscape!</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlR...
Claude Opus 4.6 vs GPT-5.3 Codex: Live Build, Clear Winner
<p >I sit down with Morgan Linton, Cofounder/CTO of Bold Metrics, to break down the same-day release of Claude Opus 4.6 and GPT-5.3 Codex. We walk through exactly how to set up Opus 4.6 in Claude Code, explore the philosophical split between autonomous agent teams and interactive pair-programming, and then put both models to the test by having each one build a Polymarket competitor from scratch, live and unscripted. By the end, you'll know how to configure each model, when to reach for one over the other, and what happened when we let them race head-to-head.</p><p ></p><p >Timestamps<...
Wall Street Roundup: Nvidia beats and drops in edgy market
Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20)<br /><br />Show links: <br />There Is No Streaming War<br />This Is A Stock Picker's Market<br />Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)<br /><br />Episode transcripts: seekingalpha.com/wsb<br /><br />Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Persona-L Fascism | Bitcoin Regulation
Bitcoin news and economic news update. Today I cover Elizabeth Warren’s crypto “bailout” claims, Ledn’s $188M bitcoin-backed bonds, and the Bundesbank push for euro-pegged stablecoins to counter dollarization. <br /><br /><br />Topics <br />Elizabeth Warren ramps up anti-crypto rhetoric and “bailout” framingLedn sells $188M in bitcoin-backed bondsBundesbank president calls for euro-pegged stablecoins to prevent dollarizationEU geopolitical posture focuses on the dollar and RussiaUK-style online age verification debate and enforcement pressure<br />Today's Articles:<br /> <br />https://www.tradingview.com/news/cointelegraph:d01526c9e094b:0-warren-warns-crypto-bailout-would-enrich-trump-family-biz-report/<br /> <br />https://bitcoinmagazine.com/news/ledn-sells-188m-bitcoin-backed-bonds<br /> <br />https://decrypt.co/358563/bunde...
1284 - Best Trading Time Frame for Beginners & Investing vs. Trading Explained
<p>In this episode, Akil breaks down the real difference between active trading and long-term investing, how time frames change everything, and why most beginners choose the wrong one.</p><p>🎟️ 3-Day Online Trading Workshop – Limited Seats Availablehttps://training.tieronetrading.com/income-trader-3-day-workshop63847604Your Trading Coach - Akil </p><p><br></p>
World Models: What are They, and is Google's Genie 3 AGI?
<p>Believe it or not, Google’s Genie 3 World Model is actually a breakthrough in Artificial General Intelligence (AGI).</p><p>It simulates reality and transforms in real-time based on user interaction, and we discuss its game-changing applications in autonomous driving with Waymo and how it contrasts with traditional AI models. </p><p>Industries to be affected: gaming, robotics, and healthcare, and just about everything else.</p><p>------<br> 🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com/us/podcast...
“Please, Spare Me.” Chris Christie on Kalshi & Polymarket 2/20/26
<p>The Supreme Court has struck down the President’s tariffs, President Trump is considering a limited military attack against Iran, private credit stocks are sliding, and filmmaker James Cameron is speaking out against Netflix’s bid for Warner Brothers Discovery. Plus, former New Jersey Governor Chris Christie is now a strategic advisor for the American Gaming Association, and he’s calling out the “prediction market” status of Kalshi and Polymarket. Florida Governor Ron DeSantis discusses the state tax policies around the country that are driving businesses and billionaires to his own state. </p> <p><br> </p> <p>Chris Christie - 18:19 <...
Trading the Tech Takedown 2/17/26
<p>Scott Wapner and the Investment Committee debate the threats AI pose to the tech sector and how you should navigate it. Plus, the Committee shares their top dividend stock strategies. And later, Josh Brown spotlights Real Estate stocks in his "Best Stocks in the Market." </p><p>Investment Committee Disclosures</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>
BMC Talks Season 3, Episode 3: Tariffs and Volatile Capital Markets—A Conversation with Cody Charfauros
In this episode of BMC Talks, Host Alexander Alemany ’13 (MBA) interviews Cody Charfauros, principal and managing director, San Diego at Slatt Capital. In the podcast, they discuss: the current state of capital markets experiencing high levels of volatility amid the ongoing tariff war; Cody’s life story; his journey from film to the commercial real estate industry; how he became a partner at Slatt Capital; and his entrepreneurial venture, building a ground-up, student housing project.<br /><br /><b>GUESTS</b><br />Cody Charfauros is principal and managing director of the San Diego office of Slatt Capital. As a San Diego nati...
Beer tax beats Big Oil, a bold small cap for the Community Portfolio & the $880 billion space economy
<p>Space isn’t science fiction anymore, it’s an $880 billion industry today.</p><br><p>From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP’s copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.</p><br><p>Plus, the community portfolio expands with a pitch from Dave.</p><br><p>In this episode:</p><p>0:00 Intro</p><p>1:12 Earnings season roundup: banks, BHP, and volati...
Bored of Peace | Bitcoin News
Bitcoin news and economic news update. Today I cover Binance facing new scrutiny, River reporting record BTC adoption, Meta exploring a stablecoin push across its user base, and Tether buying a stake in Whop as stablecoin payouts expand. <br /><br /><br />Topics <br />Binance in hot water againRiver: BTC adoption hits recordMeta to bring stablecoin to 3 billionTether buys stake in Whop<br />Listen<br /> https://fountain.fm/episode/FAxXCNPnmZlWNf9N31Kz<br /> <br />Circle P<br /> SoapMiner<br /> Product: Tallow Soap<br /> Website: https://soapminer.com/<br /> Nostr: https://nostrudel.ninja/#/u/npub1zzmxvr9sw49lhzfx236aweurt8h5tmzjw7x3gf...
Navigating High AI Anxiety 2/24/26
<p>Scott Wapner and the Investment Committee debate the high anxiety around AI and how you should trade it. Josh Brown details his Heavy Assets, Low Obsolescence or "HALO" trade that he says will be resistant to AI volatility. Plus, the desk share their favorite consumer discretionary names. And later, Josh Brown spotlights Utilities in his "Best Stocks in the Market." </p> <p>Investment Committee Disclosures</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>
Trading the Markets amid the Iran Conflict 3/2/26
<p>Scott Wapner and the Investment Committee debate what investors should do with their portfolios following the strikes on Iran over the weekend. Plus, the desk shares their latest moves. And later, Mark Fisher, MBF Trading Founder & CEO, joins CNBC's 'Halftime Report' to discuss the reaction in energy stocks to the growing conflict in Iran. </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>
Smart Stores Get Real as Carrefour Teams with Vusion | Fast Five Shorts
This Omni Talk Retail Fast Five segment, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, looks at Carrefour’s major partnership to digitize stores across France as part of its 2030 strategy. Chris and Anne discuss whether smart stores are finally becoming reality and what US retailers should be doing to keep pace. ⏩ Watch the full episode here: https://youtu.be/2_dIsTGWqJQ #Carrefour #SmartStores #RetailTech #RetailInnovation #OmniTalk
Investing for kids: turn pocket money into a portfolio
<p>When it comes to investing for kids, the biggest advantage they have is time.</p><br><p>But what is the best way to set it up?</p><br><p>We answer the flood of questions coming in from the Equity Mates community like whose name it should be in and what to buy.</p><br><p>We cover: </p><p>• Whether to invest in your own name or set up a minor trust, investment bond or super account.</p><p>• The tax rules parents need to understand.</p><p>• How we’d build a simple ETF portfolio designed for deca...
5 Things to Know Before the Opening Bell 2/20/2026
<p>President Trump says he’ll decide whether to attack Iran in the next 10 days, Johnson & Johnson is reportedly considering selling its orthopedics unit, Amazon’s AI tools sparked two outages at the company’s cloud unit, according to the FT, Live Nation reported strong live concert demand, and President Trump will direct the release of files on “extraterrestrial life.”</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>
BMC Talks Season 3, Episode 1: Building a Military Student Powerhouse—with Nelson Chase
Season 3, Episode 1: Building a Military Student Powerhouse—How USD is Successfully Transitioning Military Students into the Private Sector. An interview with Nelson Chase.<b></b><br /><br /><b>Info<br /></b>In this episode of <b>BMC Talks</b>,<b> </b>Host Alexander Alemany ’13 (MBA)<b></b> interviews Nelson Chase, director of military and veterans program at the University of San Diego. In the podcast, they discuss Nelson’s personal connection to the military, his transition from military to civilian life, his involvement helping military students through the military and veterans program at USD, its mission and exciting developments on how this...
Blizzards & Tariffs Hit Washington 2/23/26
<p>As a major blizzard blankets much of the East Coast, the bigger storm is in Washington. After the Supreme Court of the United States struck down President Donald Trump’s global tariff policy, the President responded with a new 15% tariff on all imports, putting U.S. trade deals and the broader global order in question. CNBC’s Steve Liesman explains the ruling and what comes next. Yale Law School professor and former Biden Treasury official Natasha Sarin debates former Trump economic advisor Stephen Moore on the economic impact and outlook of more tariffs. Then, Washington State Senator Jamie Pedersen discusse...
1279 - 3 Great Questions on Trading Strategies
<p>In this video, I answer three of the biggest questions traders have when it comes to their trading strategy. </p><p>Thanks for your support, please remember to LIKE & FOLLOW the podcast!</p><p>Your Trading Coach - Akil </p>
The drug beating Ozempic, Pimp my Portfolio with Luke Laretive & Australia's most popular small caps
<p>From Ozempic’s soaring popularity to the top small-cap stocks held by Australia’s best managers, this episode dives into the trends shaping markets today. Plus, Luke Laretive unpacks Blair's portfolio, exploring the growing interest in private equity and whether retail investors can get a slice of the action.</p><br><p>Calling all Financial Advisers! We're hosting the inaugural Basis Points Boat Party on Sydney Harbour on March 13th – 200 advisers, fresh insights, and a lot of fun. </p><p>Tickets are complimentary, but limited and exclusive to advisers only. More info and tickets here: https://lnkd.in/gNJummci and us...
OpenAI Device Leak: They Claim Fake News, But We're Not So Sure!
<p>We look into the buzz around a leaked Super Bowl ad for OpenAI's anticipated consumer AI hardware, sparked by a Reddit claim that the ad was pulled. </p><p>OpenAI’s president labeled it “fake news,” prompting us to discuss a rumored $6.5 billion partnership with designer Jony Ive and the challenges of entering a hardware market dominated by giants like Apple.</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id18132...
State of the Union: Senators Cruz (R-TX) & Cantwell (D-WA) 2/24/26
<p>Ahead of the President’s State of the Union address tonight, Joe Kernen sits down with lawmakers on both sides of the aisle. First, Senator Ted Cruz (R-Texas) discusses the Supreme Court’s tariff ruling and his outlook for geopolitical shifts in the rest of President Trump’s term. Then, Senator Maria Cantwell (D-Washington) discusses tariff confusion and the latest development in Netflix’s and Paramount Skydance’s competing bids for Warner Bros. Discovery. </p> <p><br> </p> <p>Sen. Ted Cruz - 10:48</p> <p>Sen. Maria Cantwell - 24:16</p> <p><br> </p> <p>In this episode:</p> <p>Ted Cruz, @SenT...
Orange Tariffs | Bitcoin News
Bitcoin news and economic news update. Today I cover Missouri advancing a bitcoin reserve bill, a Trump-linked stablecoin losing its peg, Nakamoto Inc. completing its BTC Inc. and UTXO acquisition, and a Revolut ex-employee holding KYC information for ransom. <br />Topics <br />Missouri advances bitcoin reserve billTrump stablecoin loses pegNakamoto Inc. completes BTC Inc. and UTXO purchaseRevolut ex-employee holds KYC info for ransom<br />Circle P<br /> GreatGhee<br /> Product: 100% pasture-raised, grass-fed Jersey cow ghee sourced and produced in SW Virginia<br /> Put BitcoinAnd in the order comments section<br /> https://oshi.link/OI4TQU<br /> Nostr: https://ditto.pub/@Gr...
Khamenei killed, oil set to surge
What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)<br /><br />Show Notes<br />OpenAI says Anthropic not supply chain risk<br />Earnings Calendar<br />Dividend Roundup<br /><br />Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
BMC Talks Season 3, Episode 4: Designing the Capital Stack for Real Estate Development—A Conversation with Matt Sirianni
In this episode of BMC Talks, Host Alexander Alemany ’13 (MBA) interviews Matt Sirianni ’15, Vice President at Fident Capital. In the podcast, they discuss: how his passion for finance led him to real estate, overview of the capital stack for real estate development projects, different strategies on how to finance projects based on a developer’s business plan, and how capital can help or hinder the success of a project through discussion of real-world examples.<br /><br /><b>GUESTS</b><br />Matt Sirianni is Vice President at Fident Capital, where he oversees the underwriting, packaging, marketing, and closing of all debt and eq...
How is Australia actually going? Housing, Productivity & the Economy with Diana Mousina
<p>The Australian economy looks steady on paper- low unemployment, inflation is off its peak and markets have held up. But talk to most Australians and it’s a very different story.</p><br><p>So we sat down with Deputy Chief Economist at AMP, Diana Mousina, to unpack why the data says we’re “okay” while households feel stretched. </p><br><p>We hear Diana’s take on what’s driving this disconnect across; housing and interest rates, productivity and wages. Plus, her outlook for where the Australian economy (and markets) are heading next.</p><br><p>In this episode:</p><...
Confessions Of Supply Chain Executives | What Has To Be True For E-Groceries To Be Profitable?
In this episode of Confessions of Supply Chain Executives, host Chris Walton sits down with Richard McKenzie, CEO at Veloq, to tackle one of retail’s most persistent questions: When does online grocery finally become profitable? For years, grocers have chased digital growth, but profitability has remained elusive. High picking costs, last mile complexity, thin margins, and legacy infrastructure continue to weigh down performance. Richard breaks down where the real friction points are, why many retailers are still structuring e-commerce as a cost center instead of an operating model, and what has to change for online grocery to truly scale su...
The Supreme Court Rules Against Trump's Global Tariffs 2/20/26
<p>Scott Wapner and the Investment Committee debate what the Supreme Court ruling means for the future of tarriffs, the market and your money. CNBC’s Eamon Javers joins ‘Halftime Report’ with the latest out of Washington. Plus, the Committee is making some major portfolio moves, they reveal their strategies. And later, Josh Brown spotlights Old Dominion in his "Best Stocks in the Market." </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>
1282 - 20 Trading Lessons From Experienced Traders (Risk, Psychology & Strategy)
<p>20 hard-earned trading lessons from experienced traders covering risk management, technical analysis, and trading psychology. If you want longevity in the markets, this episode is for you.</p><p>Learn to trade at www.TierOneTrading.com</p><p>Your Trading Coach - Akil </p><p><br></p>
OpenAI CEO Sam Altman & Amazon CEO Andy Jassy 2/27/26
<p>OpenAI has closed a staggering $110 billion funding round, more than doubling its record-setting raise from just a year ago. OpenAI CEO Sam Altman joins alongside Amazon CEO Andy Jassy to discuss the massive new capital infusion, the details behind OpenAI and Amazon’s $50 billion strategic partnership, and what comes next for agentic AI. Then, IBM vice chairman and former Trump NEC director Gary Cohn reacts to news that Block is cutting 40% of its workforce, citing AI efficiencies. Cohn discusses what those cuts signal about the future of work, the broader economy, and the market’s AI-fueled momentum. Plus, Paramount Skyd...
Anthropic Just Got Hacked by China. These are the New Front Lines.
<p>Anthropic came forward with a statement accusing China's open source AI labs of theft via distillation, taking data from 16 million fake conversations. </p><p>With Google and OpenAI echoing similar concerns, we examine the ethical dilemmas of "distillation attacks" and the hypocrisy within the U.S. AI industry. </p><p>As the Pentagon leans on AI for national security, we discuss the precarious balance between innovation and ethics. Perhaps the most important conversation of our lifetimes.</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotif...
Gap Inc. Debuts Encore To Unify The Four Brands | Fast Five Shorts
This Omni Talk Retail Fast Five segment, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, explores Gap Inc’s launch of Encore, a unified loyalty program across Old Navy, Gap, Banana Republic, and Athleta. Chris and Anne debate whether loyalty consolidation can drive cross shopping and growth for the portfolio. ⏩ Watch the full episode here: https://youtu.be/2_dIsTGWqJQ #GapInc #RetailLoyalty #OldNavy #Athleta #OmniTalk
1283 - Finding The Right Time to Succeed
<p>We talk a lot about winning in the markets… but not enough about when everything falls apart. In this episode, I break down why traders sometimes fail simply because it’s the wrong season of life — and how my lowest moment in trading became the turning point that led to real, lasting success. If you’re struggling right now, this one’s for you.</p><p>Register for the Income Trader Online Workshop </p><p>https://training.tieronetrading.com/income-trader-3-day-workshop63847604</p><p>Your Trading Coach - Akil </p><p></p><p><br></p>
Trading Tech's Troubles 2/26/26
<p>Scott Wapner and the Investment Committee react to Nvidia's earnings and debate how you should trade the tech sector. Plus, the desk shares their latest portfolio moves. And later, Josh Brown spotlights Waste Management in his "Best Stocks in the Market."</p> <p>Investment Committee Disclosures</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>
Making $$$ with OpenClaw
<p >I sit down with Nick Vasilescu, founder of Orgo, to break down exactly how people are turning OpenClaw — the open-source computer use agent — into a real revenue stream. Nick walks me through live demos of deploying OpenClaw for business clients, shows how sub-agents and parallelization multiply output, and shares his design-thinking framework for identifying and automating high-value workflows. We even build a TikTok trend-hunting agent from scratch during the episode to prove how fast you can go from idea to working prototype.</p><p ></p><p >Timestamps</p><p >00:00 – Intro</p><p >02:50 – Getting Set Up with OpenClaw</p><p >05:02 – Finding th...
BMC Talks Season 3, Episode 2: Leveling the Playing Field—How the University of San Diego Helps Students Achieve Success in Life
In this episode of BMC Talks, Host Alexander Alemany ’13 (MBA) interviews three University of San Diego Knauss School of Business real estate students: Jacqueline Mercado '26 (MSRE/MBA), William Baumann III '25 and Gabriel Torres '26. In the podcast, they discuss: their personal stories; challenges they overcame before starting their degree; major factors that played an important role in their success; and how the University of San Diego has played a pivotal role in building relationships and providing opportunities for life beyond graduation. <br /><br /><b>GUESTS</b><br /><b>Jacqueline Mercado ’26 (MSRE/MBA) </b>is a dedicated Air Force veter...
Pope-approved stocks, a pitch for the Community Portfolio & currency hedging explained
<p>The Vatican is launching its own equity indexes (and the top holdings might not be what you expect). In the second installment of the Equity Mates Community Portfolio Scott pitches Playside Studios. Bryce and Ren also unpack the biggest earnings season themes, from AI CapEx to tariffs, before finishing with a practical breakdown of currency risk and hedging for ETF investors.</p><br><p>In this episode:</p><p>0:00 Disclaimer + intro</p><p>0:52 The Vatican Bank launches Catholic equity indexes</p><p>4:28 US earnings season: equal-weight beating Big Tech</p><p>5:56 AI CapEx explodes + tariffs squeeze margins</p><p>8:17...
Big Tech's Concentration Situation 2/18/26
<p>Scott Wapner and the Investment Committee debate whether Big Tech stocks are turning around and how you should trade them. Plus, the Committee shares their latest portfolio moves. And later, we hit the latest Calls of the Day. </p><p> </p><p>Investment Committee Disclosures</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>
Screensharing Kevin Rose's AI Workflow/New App
<p >I sit down with Kevin Rose for a live screen share where he walks me through “Nylon,” a personal Techmeme-style news engine he vibe-coded to track AI and tech stories. He breaks down how he pulls from RSS, enriches articles with tools like iFramely, Firecrawl, and Gemini, then generates TLDRs and vector embeddings to cluster stories with real nuance. We dig into his “gravity engine,” an editorial scoring system that ranks stories by impact, novelty, and builder relevance. The bigger theme is simple: with today’s models and workflows, a solo builder can ship wild, high-leverage software fast, then refine by...
From the aircraft carrier to owning over 1,000 apartments: An entrepreneurial journey with Morgan Hampel
In this episode of BMC Talks, Host Alexander Alemany ’13 (MBA) interviews Morgan Hampel ’24 (MSRE), President and cofounder of Hammer and Hampel. In the podcast, they discuss: Morgan’s life story, why he developed the entrepreneurial bug at an early age, his transition from the military to becoming an entrepreneur, and how he became successful with limited resources and experience.<br /><br />As the president and cofounder of Hammer and Hampel, Morgan owns and operates over 1,110 multifamily units valued at over $120 million. His experience covers several aspects of commercial real estate, including: acquisitions, financing, investor relations, capital raising, and asset management.
Microsoft, Nvidia, Uber back Wayve's $1.2B funding
Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)<br />Tom Lee spies bottom in software stocks (3:20)<br /><br />Show links: <br />HP's EPS outlook challenged by memory headwinds, say analysts; stock falls<br />Lowe's issues cautious FY26 outlook on housing market headwinds<br /><br />Episode transcripts: seekingalpha.com/wsb<br /><br />Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
The SCOTUS Tariff Decision Fallout 2/23/26
<p>Scott Wapner and the Investment Committee debate how to trade the market's reaction to the Supreme Court's ruling against Trump's tariff's last week. Plus, the Committee share their latest portfolio moves. And later, the desk debates whether private credit is too risky for retail. </p> <p>Investment Committee Disclosures</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>
Kohl's Bets On The Deal Bar To Win Back Shoppers | Fast Five Shorts
This Omni Talk Retail Fast Five segment, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, breaks down Kohl’s rollout of its new Deal Bar to all 1100 plus stores. Chris and Anne debate whether this value forward merchandising move can meaningfully impact performance or if it is simply table stakes in today’s retail environment. ⏩ Watch the full episode here: https://youtu.be/2_dIsTGWqJQ #Kohls #RetailTurnaround #StoreStrategy #RetailNews #OmniTalk
Where Real Estate Capital Is Moving Now — with CBRE Vice Chairman Scott Peterson
In this episode of BMC Talks, Host Alexander Alemany ’13 (MBA) interviews Scott Peterson, Vice Chairman of CBRE Capital Markets, one of the largest real estate services and investment firms in the world. In the podcast, they discuss: Scott’s over 20-year career at CBRE, how he successfully became a prominent leader in the commercial real estate financing world, the current state of capital markets, and lessons learned from his life and career.
1280 - Is Your Strategy Actually Profitable? The Right Way to Evaluate Your Edge
<p>Most traders don’t fail because their strategy doesn’t work — they fail because they don’t know how to evaluate it properly. In this episode, we break down how to test a trading strategy the right way, what metrics actually matter, how to interpret drawdowns, and how to avoid sabotaging a good system with emotional decision-making. If you want to trade with real confidence instead of hope, this is a must-listen.</p><p><br></p><p>Learn to Trade at www.TierOneTrading.com</p><p>Your Trading Coach - Akil </p><p><br></p>
War shock sends oil up
Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13) Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FDX) suspends services in five countries. (02:11)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Monday: Oil and defense spikes, airlines slide as war fears grip markets<br />Airline stocks dive: AAL, UAL, DAL, ALK fall as Middle East strikes ground flights<br />Khamenei betting frenzy triggers backlash, scrutiny of prediction markets<br />Quant check: Defense stocks volatile on rising U.S.-Iran tensions<br /><br />Sign up fo...
The Path with Becky Quick: A Beast of a Journey 3/2/26
<p>In 2024, Jeffrey Allen applied to the first season of “Beast Games,” a reality competition show on Amazon Prime Video that was inspired by the Netflix series “Squid Game” and created by YouTuber MrBeast. Why did this California Dad want to be on a game show? “Beast Games” offered the largest cash prize in history – and Allen wanted to make a difference in the search for a cure for his son Lucas’ rare disease.</p> <p> </p> <p>Lucas was diagnosed as a toddler with Creatine Transporter Deficiency, or CTD, a rare genetic mutation that blocks the transport of the natural source of e...
The State of the Tech Trade 2/25/26
<p>Scott Wapner and the Investment Committee debate the tech sector as Nvidia, Salesforce and Snowflake all reporting earnings tonight. CNBC’s Kristina Partsinevelos joins us with the latest from Nvidia. Plus, the Committee share their latest portfolio moves. And later, we get to the Setup on some key Committee names reporting earnings tonight and tomorrow. </p> <p>Investment Committee Disclosures</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>
Netflix taps out on WBD
Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:16) Burger King's (QSR) iconic Whopper gets its first refresh in over 10 years. (02:54)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Friday: NFLX, XYZ, DELL, and more<br />Citigroup to launch Bitcoin integration into core banking later this year<br />Meta inks yet another AI chip deal, this time with Google - report<br />ASML says next-gen chipmaking tool ready for high-volume production: report<br...
5 Things to Know Ahead of the Opening Bell 2/23/26
<p>U.S. Customs will stop collecting IEEPA tariffs on Tuesday, after the Supreme Court deemed them illegal, TSA Pre-Check is once again operational, despite the partial government shutdown, Axios reports that Defense Secretary Pete Hegseth will meet with Anthropic CEO Dario Amodei to discuss the military’s use of Claude AI, Goldman Sachs has raised its end-of-year oil forecast, and “One Battle After Another” won BAFTA’s best film award. </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>
UBS hikes private credit default view
UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36) <br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Wednesday: FSLR, WDAY, and more<br />Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'<br />Anthropic softens AI safety policy to stay competitive<br />Trump administration explores requiring banks to collect citizenship data - report<br /><br />Sign up for our daily newsletter here a...
1277 - Why Trading More Strategies Is Slowing You Down (The Math Proves It)
<p>Most traders think more strategies mean more money.<br>The truth? It usually just slows you down.</p><p>In this episode, we break down why strategy hopping, over-optimization, and “doing the right thing” keeps traders stuck — and how focusing on one strategy gets you profitable faster through compounding.</p><p>If you’re working hard but going nowhere, this episode explains why.</p><p>Please remember to FOLLOW the podcast before you go!</p><p>Your Trading Coach - Akil </p>
1286 - US vs Iran Escalation: Oil Shock, Gold Surge & Stock Market Impact Explained
<p>Tensions between the U.S. and Iran are rising — and the markets are reacting.</p><p>In this episode, we break down what it could mean for oil prices, energy and defense stocks, gold, the U.S. dollar, and the broader stock market. Is this just headline volatility… or something bigger?</p><p>More importantly — how should traders respond?</p><p>Don't miss our upcoming workshop </p><p>https://training.tieronetrading.com/income-trader-3-day-workshop63847604</p><p>Your Trading Coach - Akil </p><p></p>
Google's Lyria 3: The Music AI that Changes Everything
<p>Google’s new AI tools Lyria 3 and Pomelli feel like magic. Lyria 3 showcases real-time music generation and music from images, while Pomelli creates marketing visuals from a single image, transforming photography. We also discuss Gemini 3.1 Pro's advancements and user feedback.</p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890<br>RSS FEED: https://limitlessft.substack.com/</p><p>------<br>TIMESTAMPS</p><p>0:00 Lyria 3<br>2:58 Multimodal Capabilities<br>4:34 Watermarking<br>7:18 Pomel...
Asbestos? Bless Us | Bitcoin News
Bitcoin news and economic news update. Today I cover CME moving toward 24/7 BTC options trading starting May 29, Lightning hitting $1B monthly volume, Kashkari doubling down on anti-crypto rhetoric, and Bitdeer showing why the convertible-notes trade may be ending. <br /><br /><br />Topics <br />24/7 BTC options trading on May 29$1B monthly volume on LightningKashkari’s blindness is completeBitdeer proving “convertible notes” are over<br />Circle P<br /> Oshi<br /> Artisan pecan butter, date bars, and chocolates<br /> Website: https://www.oshigood.us/products<br /> Nostr: https://primal.net/p/nprofile1qqswp94gnm4epqsgjkndl4lnd8krzdj5u4mzuppdtxksdymkty63g7gdurlfc<br /> <br />Today’s...
State of the Union Digest: Dr. Mehmet Oz & Rep. Gottheimer (D-NJ) 2/25/26
<p>After the President’s State of the Union address, Rep. Josh Gottheimer (D-New Jersey) discusses his party’s response to the lengthy speech and underscores the affordability crisis facing many Americans. CNBC’s Eamon Javers recaps the evening’s highlights, including moments of partisan- and bipartisanship. Then, Centers for Medicare and Medicaid Services administrator Dr. Mehmet Oz discusses the administration’s push to lower drug prices. Plus, Anthropic has changed its safety policy. </p> <p>Rep. Josh Gottheimer - 21:28</p> <p>Dr. Mehmet Oz - 29:44</p> <p>In this episode:</p> <p>Josh Gottheimer, @RepJoshG</p> <p>Dr. Mehmet Oz, @DrOz</p> ...
1281 - The Best Safe Haven Asset in 2026
<p>In this episode, we break down what safe haven assets really are, why investors run to them during uncertainty, and why gold has been the big winner lately. We also compare the three major safe haven currencies — the US Dollar, Japanese Yen, and Swiss Franc — and talk about why even “safe” assets aren’t as stable as they seem.</p><p>If you're interested in learning how to trade. Check us out at www.TierOneTrading.com </p><p>Your Trading Coach - Akil</p><p></p>
AI marketing Masterclass: From beginner to expert in 60 minutes
<p >I sit down with James Dickerson, a growth marketer, Claude Code power user, and the mind behind The Boring Marketer, to watch him build an entire marketing system live from the terminal. James walks me through his full workflow: deep research with the Perplexity MCP, positioning angle discovery, direct response copywriting, landing page creation, lead magnet design, ad creative generation with Remotion, and traffic strategy — all inside Claude Code using stacked skills and MCPs. By the end, we have a conversion-ready funnel for a fictional AI marketing agency serving boring local businesses, and James shares the free playbook he cr...
1285 - Backtesting Isn’t Enough: Conquering Fear & Making the Leap to Live Trading
<p>You’ve backtested the strategy. The numbers check out. So why does everything change when real money is on the line? In this episode, we dive into the emotional gap between backtesting and live trading, why fear shows up the moment risk becomes real, and how to confidently make the transition without sabotaging your edge. If you’re stuck in simulation mode or hesitating to go live, this one’s for you.Learn to Trade at www.TierOneTrading.com</p><p><br></p><p>Your Trading Coach - Akil </p>
Burger King’s President Answers the Phone | Fast Five Shorts
This Omni Talk Retail Fast Five segment, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, dives into Burger King President Tom Curtis personally taking customer calls and texts. Chris and Anne discuss whether this represents meaningful executive engagement or a smart short term marketing play. ⏩ Watch the full episode here: https://youtu.be/2_dIsTGWqJQ #BurgerKing #RetailMarketing #CustomerExperience #OmniTalk
The future of the economy and convergence of real estate, logistics, and AI – with Tom Olinger
In this episode of BMC Talks, Host Alexander Alemany ’13 (MBA) interviews Tom Olinger, former CFO of Prologis and current board member for various REITs and private companies specializing in the logistics, data centers, and commercial real estate sectors. In the podcast, they discuss: Tom’s journey from Indiana to his rise at the world’s largest logistics company, how he was able to achieve success in multiple companies and industries along the way, trends and insights on how data centers, logistics, and AI will affect the economy in the future, and his advice for emerging professionals on how to achieve well-b...
BMC Talks Season 2, Episode 8: Starting A Company in Your 30s – A Hike Up the Entrepreneurial Mountain with Bryan Grissinger ’12 (MSRE)
Season 2, Episode 8: Starting A Company in Your 30s – A Hike Up the Entrepreneurial Mountain with Bryan Grissinger ’12 (MSRE)<br /><br /><b>Info<br /></b>In this episode of <b>BMC Talks</b>,<b> </b>Host Alexander Alemany ’13 (MBA)<b></b> interviews Bryan Grissinger ’12 (MSRE), principal and co-founder of Frontera Real Estate. In the podcast, they discuss Bryan’s life story, his strong connection to the Burnham-Moores Center for Real Estate at the University of San Diego, how it catapulted his career, the five key plays he made to become successful, the formation and evolution of his company, and his advice to aspiring...
THIS WEEK IN AI - Toilet Co. Challenges NVIDIA, Apple AI Device Rumors, Manus vs OpenClaw
<p>Toto, the Japanese Toilet Company, now has a surprising role in AI chip development, with massive gains in the market this year.</p><p>In other news, we have self-replicating AI agents, Apple AI device rumors, Google Gemini 3.1, and xAI's Grok 4.20 multi-agent model. </p><p>------<br>🌌 LIMITLESS HQ ⬇️</p><p>NEWSLETTER: https://limitlessft.substack.com/<br>FOLLOW ON X: https://x.com/LimitlessFT<br>SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ<br>APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890<br>RSS FEED: https://limitlessft.substack.com/</p><p>------<br>TIMESTAMPS</p><p>0:00 Toto Toilets for AI<br>3:11 AI Agents...
The Big Risks Beyond A.I. 2/19/26
<p>Dominic Chu and the Investment Committee debate the other risks to the market including the health of the U.S. consumer and tensions flaring in the Middle East. Plus, the desk debates the oil & gas sector as Iran talks rattle the crude markets. And later, the Committee shares their latest portfolio moves. </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>
