Movers & Makers explores the future of American manufacturing with Diagon co-founders Will Drewery (former Tesla equipment buyer) and Greg Smyth (VP Business Development & former supply chain professional). Get insider insights on equipment procurement, CapEx purchasing, factory automation, and supply chain strategy from industry veterans who've sourced billions in manufacturing equipment across automotive, aerospace, semiconductors, energy, and industrial production. From production enginee ...
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Capex Podcasts
We educate investors and potential investors on the in's and out's of investing in rental property. We focus on residential and multifamily investing, but include commerical, storage, mobile home parks, and more. We interview industry experts on tax strategies, property management, vendor selection, syndications, capex, and more.
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Welcome to Defining Hospitality, the podcast focused on highlighting the most influential figures in the hospitality industry. In each episode we provide 1 on 1, in depth interviews with experts in the industry to learn what hospitality means to them. We feature expert advice on working in the industry, behind the scenes looks at some of your favorite brands, and in depth explorations of unique hospitality projects. Defining Hospitality is hosted by Founder and CEO of Agency 967, Dan Ryan. W ...
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Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
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Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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A podcast about the business and market of semiconductors
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A weekly news analysis podcast for folks who want to know more about what's happening in the world around them. Hosted by analytic journalist Colin Wright since 2016.
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Our regular podcast from Lori Calvasina, Head of US Equity Strategy, that brings a fresh perspective and nuanced, data driven view on the forces shaping U.S. equity markets. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page
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IGEL provides the next-gen edge OS for cloud workspaces. Their solutions offer you extreme CAPEX hardware cost savings, sharply reduced ongoing operating expenses, and a more secure and manageable endpoint management and control platform across nearly any x86 device. We will discuss the endpoint trends in the industry, IGEL updates, and general news. XenTegra is THE preferred IGEL partner
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Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients’ favour for over 50 years.
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Welcome to IGEL Weekly, the podcast that explores the future of endpoint management and cloud workspaces. Hosted by XenTegra, this show dives deep into IGEL’s next-generation edge OS solutions. Discover how IGEL delivers extreme hardware cost savings, reduced operating expenses, and a more secure, streamlined platform for endpoint management across nearly any x86 device. Each week, we’ll unpack the latest industry trends, IGEL updates, and actionable insights to help you optimize your IT env ...
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A show about stocks, money, and business news. Joseph transparently shares investing strategy with a million dollar stock portfolio.
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Cannabis Equipment News is an interview series with growers, processors, manufacturers, distributors and other professionals who work within the legal cannabis industry. We provide answers to the challenges cannabis professionals face every day and discuss the industry as it continues to develop.
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Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
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Real estate investing podcast and recordings of live classes focused primarily on the Nomad™ real estate investing strategy, but also covering traditional buy and hold.
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This Podcast is ideal for people who are already working in the property and construction industries. Whether you just want to get to grips with the world of Building Surveying, a Surveyor looking to get Chartered or maybe just looking for some quick learns to upskill yourself - this is the place for you! Tune in for regular episodes and make sure to check out our other podcast - Cardoe Martin's A-Z of Building Surveying. Cardoe Martin is a dynamic and modern property consultancy specialisin ...
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1
Billionaire Investor Gives Critical Warning About AI CAPEX
29:41
29:41
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29:4100:00 Overview 02:00 AI Capex Warning 13:22 Costco Earnings Report 18:50 Tia Lopez RadioShack Scheme 24:00 Duolingo Chess
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Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)
1:47:13
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1:47:13On this TCAF Tuesday, Josh Brown welcomes Telis Demos, writer for Heard on the Street and co-host of The Wall Street Journal’s Take on the Week podcast to discuss: mortgage rates falling, the TikTok deal, record margin debt, JPMorgan credit card spending, the new threat facing active fund managers, Private market investments coming into 401(k)’s, a…
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Watching the Homebuilders, EPS Revisions, Investor Sentiment, Capex, and Flows
6:41
6:41
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6:41The big things you need to know: • First, weakness in Homebuilders doesn’t bode well for the recent outperformance of Small Caps. • Second, we’ve continued to see some slippage in earnings sentiment (the rate of upward EPS estimate revisions) for the S&P 500, which has been driven by companies outside of the biggest market cap names. • Third, bulls…
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September 22, 2025 - Chase explains why the AI capex is concerning, the struggle for US to manufacture, and the changing global defense landscape.By Know Your Risk Radio
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From Invisible Hand to Heavy Hand: Government Stakes, AI, and the Shifting CapEx Cycle in U.S. Markets | EP197
27:12
27:12
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27:12In this episode, U.S. Equity Portfolio Manager Grayson Witcher explores the evolving intersection of government policy, innovation, and capital expenditure (CapEx) in U.S. markets. The discussion unpacks how public spending and strategic government stakes—especially in sectors like semiconductors and defense—are reshaping the investment landscape. …
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Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More
1:18:00
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1:18:00This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Take the Monetary Matters poll: https://docs.google.com/forms/d/e/1FAIpQLSdhu6Ez_R0jcLiz75kDNEPe_KzhNefYAT-Jvj1cm-3xVwQ4…
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In this conversation, Jay Goldberg and Michael Cunningham discuss the evolving landscape of semiconductor recruitment, focusing on macro trends, the impact of AI, and the challenges of reshoring manufacturing. They explore the skills in demand, the dynamics of the job market, and provide valuable advice for both entry-level engineers and senior dir…
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Doubting Goldilocks | Julian Brigden on Precious Metals, Fed Independence, and the U.S. Dollar
1:11:11
1:11:11
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1:11:11Sign up for MacroCapture by MI2 Partners today with coupon codes MM10 (for annual) and MM10Q (for quarterly) to save 10% at: https://portal.mi2partners.com/buy-macro-capture/ This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fables…
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September 26, 2025 - Chase discusses whether or not we should expect a shutdown, some good data from this week, and a jobs week preview.By Know Your Risk Radio
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How to Earn Stock Market Returns With Half the Risk
1:10:43
1:10:43
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1:10:43On episode 210 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Romick to discuss: risk management, value investing, surviving the dot-com bubble, the markets moving faster than ever, and much more! This episode is sponsored by Public and Vanguard. Fund your account…
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September 25, 2025 - Chase breaks down the revision to growth and inflation as well as the market tipping point.By Know Your Risk Radio
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Top Crypto Fund of Funds on the Current Crypto Cycle, Hedge Funds, & VCs | Pure Crypto LP
1:05:47
1:05:47
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1:05:47This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Jeremy Boynton and Zach Lindquist, managing partners at Pure Crypto, have built one of the best performing crypto fund of…
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September 24, 2025 - Oracle looks to raise $18 Billion in bond sale plus new home sales data.By Know Your Risk Radio
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Amazon Stock is Going to $400 (Full Analysis)
35:24
35:24
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35:2400:00 Overview 02:30 The Amazon Thesis 26:30 Jimmy Kimmel Returns 33:20 Mark Mahaney Netflix
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Brace for More Volatile Electricity Markets | LOGARISK's Imane Bakkar on Weather, AI, and other Forces Causing More Volatile Electric Grids
51:54
51:54
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51:54Take the Monetary Matters poll: https://docs.google.com/forms/d/e/1FAIpQLSdhu6Ez_R0jcLiz75kDNEPe_KzhNefYAT-Jvj1cm-3xVwQ4Zg/viewform?usp=sharing&ouid=113485899782770300642 Imane Bakkar, Founder and Managing Director of Logarisk, joins Monetary Matters to discuss her most recent White Paper, “Weather Is No Small Talk.” She argues that the electricity…
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Serving From the Heart: EQ Over IQ - Manish Puri - Defining Hospitality - Episode #218
54:32
54:32
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54:32Is EQ more important than IQ when it comes to hospitality? Today, Manish Puri, General Manager of the Regent Hotels and Resorts Bali, joins Dan to dive into key topics in the industry, such as sustainability, community, and leadership. They discuss the essence of hospitality, differentiating it from mere service, and delve into the concept of regen…
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September 23, 2025 - Zach and Chase look into how the markets have reacted to lower rates and they get into some of the political nonsense.By Know Your Risk Radio
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This week we talk about corruption, influencers, and pro-monarchy protests. We also discuss Nepalese modern history, Gen Z, and kings. Recommended Book: Superagency by Reid Hoffman and Greg Beato Transcript The Federal Democratic Republic of Nepal, usually referred to as just Nepal, is a country located in the Himalayas that’s bordered to the north…
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This week we talk about corruption, influencers, and pro-monarchy protests. We also discuss Nepalese modern history, Gen Z, and kings. Recommended Book: Superagency by Reid Hoffman and Greg Beato Transcript The Federal Democratic Republic of Nepal, usually referred to as just Nepal, is a country located in the Himalayas that’s bordered to the north…
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Incredible Tools and Strategies for Lowering Your Taxes with Justin Rupple
1:07:10
1:07:10
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1:07:10Retire On Rentals Podcast: Episode with Justin Rupple - Incredible Tools and Strategies for Lowering Your Taxes Show Notes: In this insightful episode of Retire On Rentals, host Nicholas Cook interviews Justin Rupple, founder of Elevated Tax Strategies, to uncover powerful tax-saving strategies for real estate investors and business owners. Justin …
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ASML Stock Jumps +30% In One Month, Here’s Why
29:53
29:53
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29:5300:00 Overview 02:00 Why ASML Stock Is Surging 13:40 Nvidia $100b Investment 16:50 H1-B Visa Changes 21:40 Meta Live Demo Fail 24:02 Fail Of The Week
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EP 135: INTEL AND NVIDIA!! Meta Connect and Ray Ban Display, Watch Huawei/China
45:39
45:39
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45:39On this week’s episode of The Circuit, Ben Bajarin and Jay Goldberg break down the surprising new partnership between NVIDIA and Intel, including a $5B investment and plans for co-developed CPU–GPU systems for data centers and PCs. They explore what this means for x86 in AI racks, AMD’s competitive position, and why Intel’s silence on Foundry raise…
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What I'm Buying And Selling In my $1.3 Million Portfolio
41:01
41:01
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41:0100:00 Introduction 02:05 What I'm Buying and Selling 18:20 The Impact Of Rate Cuts 21:52 Jimmy Kimmel Suspension 36:55 Linkedin Tax-Saving Strategy
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Small Cap Season | Jack & Max on Fed Independence, Acuren, Franco Nevada, MSCI, and More
46:30
46:30
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46:30This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack and Max break down the September Fed meeting, threats to Federal Reserve Independence, and several stocks such as Acuren, Franco Nevada, and MSCI. Recorded on September 18, 2025. Follow Jack Farley…
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On episode 209 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Sosnoff to discuss: what it takes to become a trader, how Tom got into the business, his experience selling thinkorswim to TD-Ameritrade, Chicago vs NYC, and much more! This episode is sponsored by Neuberger…
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From Nuclear Submarines to Commercial Real Estate with Joe Squires
58:55
58:55
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58:55Retire On Rentals Podcast: Episode with Joe Squires - From Nuclear Submarines to Commercial Real Estate Show Notes: In this engaging episode of Retire On Rentals, host Nicholas Cook sits down with Joe Squires, owner of Admiral Properties, to explore his fascinating journey from an electrician on a nuclear submarine to a successful commercial real e…
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September 18, 2025 - Zach and Chase review the Nvidia and Intel deal as well as jobless claims.By Know Your Risk Radio
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00:00 Overview 02:50 Option Care Health 05:43 Twilio 08:35 U-Haul 09:39 Elf Beauty 11:44 Innodata 14:00 Vertiv 15:32 Aptiv 16:43 FirstCash 21:10 XQO 22:23 JBS 23:50 Interest Rates Lowered 25:54 Waymo Expansion and Safety 28:30 Comment Section
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September 17, 2025 - The fed cut rates by a quarter point today. Zach and Chase react.By Know Your Risk Radio
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Navigating the Messy Middle - Stephen Wendell - Defining Hospitality - Episode #217
1:03:41
1:03:41
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1:03:41What happens when a hotel developer moves from building Hampton Inns to creating lifestyle hotels with fire pits and Michelin-starred restaurants? Today’s guest is a returning guest, Stephen Wendell, Co-Founder and CEO of Mountain Shore Properties. They explore the shift from select-service properties to luxury and lifestyle hotels, examining the b…
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Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion
1:54:07
1:54:07
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1:54:07On this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the market, and much more! Then at 44:35, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael…
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September 16, 2025 - Zach and Chase take a look at current trends, net equity issuance, and they have a Fed preview.By Know Your Risk Radio
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This week we talk about stablecoins, crypto assets, and conflicts of interest. We also discuss the crypto industry, political contributions, and regulatory guardrails. Recommended Book: Throne of Glass by Sarah J. Maas Transcript A cryptocoin is a unit of cryptocurrency. A cryptocurrency is a type of digital currency that uses some kind of non-cent…
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This week we talk about stablecoins, crypto assets, and conflicts of interest. We also discuss the crypto industry, political contributions, and regulatory guardrails. Recommended Book: Throne of Glass by Sarah J. Maas Transcript A cryptocoin is a unit of cryptocurrency. A cryptocurrency is a type of digital currency that uses some kind of non-cent…
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1
Outperforming the S&P 500 & Growing from One-Man Shop to Multi-Manager Hedge Fund | David Orr of Militia Capital
58:37
58:37
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58:37This Other People’s Money episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHMax Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXMax Since launching Militia Capital in 2021, David Orr has crushed the S&P 500 and is up over 500% net of fees. In fact, duri…
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September 15, 2025 - Zach and Chase discuss their portfolios - is it time to do a little trimming? Plus, Elon buys $1 Billion in Tesla stock.By Know Your Risk Radio
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Why Everyone Is Buying This Stock Right Now
24:23
24:23
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24:2300:00 The Case For Opendoor 18:10 Gemini Number One In App Store 20:19 Should We End Quarterly Reports
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The big thing you need to know: The big thing you need to know: We are introducing preliminary forecasts for the S&P 500 for 2026 of 7,100 (a 2H26 price target) and $297 (full-year 2026 S&P 500 EPS). We think they should be viewed as a very early indication of how our models are tracking at the moment.…
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“This Is A Frothy Bubble” | Rob Arnott on Excessive Valuations, AI, and Reinventing Cap-Weighted Indexing
1:31:05
1:31:05
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1:31:05This episode of Monetary Matters is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF (SMH): http://vaneck.com/SMHJack Learn more about the VanEck Fabless Semiconductor ETF (SMHX): http://vaneck.com/SMHXJack Rob Arnott, founder and chairman of the board of Research Affiliates, joins Jack today for an in-depth conversation on A…
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EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman
1:03:34
1:03:34
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1:03:34In this episode, Ben Bajarin and Jay Goldberg discuss the recent Apple iPhone launch event, highlighting the innovations in the iPhone Air and Apple's semiconductor strategy. They delve into Synopsys's disappointing earnings report and the subsequent market reactions, as well as Broadcom's position in the semiconductor landscape. The conversation a…
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