Best Msft Podcasts (2025)

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VUAG and MSFT Anchor AI-Driven Momentum Portfolio 13:03

Play Pause

30d ago13:03

13:03

Deborah and Kieran analyze a momentum-focused Focus ETF lineup (VUAG, MSFT, NVDA, BA, BAKK, CCJI), highlighting AI megacap drivers, macro context, technical setups, and a cautious 5% risk stance with 3‑month upside projections. 📈🤖🌍💼📊

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224: TWIN PETES INVESTING Podcast no.169: A festive special with 6 guests. Winning stocks & investing lessons. Games Workshop, Serabi Gold, Blue Whale Growth Fund, Adobe, MYI, JCGI TSM MCK GOLD BSIF AVGO ... 1:54:08

12h ago1:54:08

1:54:08

The topics, stocks and shares mentions / discussed include: Festive special with six special guests. Their winning stocks of 2025 & investing lessons Games Workshop / GAW Murray International Trust / MYI Blue Whale Growth Fund / Stephen Yiu Serabi Gold / SRB Gold McKesson Corp / MCK Warpaint London / W7L Hercules Plc / HERC Bluefield Solar Income F…

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What if Bitcoin Goes Nowhere? | No Inflation | TSLA Volatility & SpaceX | Gold vs Bitcoin | Japan 10YR Yields 1:04:02

2d ago1:04:02

1:04:02

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the CPI report and the bad beat for analysts. Then, they talk Bitcoin and what if it goes sideways for the next 5 years? Later, looking at Tesla TSLA implied volatility and whether SpaceX is creeping into its price plus how a small ETF is gaining flows because of a small allocatio…

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SANS Stormcast Monday, December 22nd, 2025: TLS Callbacks; FreeBSD RCE; NIST Time Server Issues 6:00

2d ago6:00

6:00

DLLs & TLS Callbacks As a follow-up to last week's diary about DLL Entrypoints, Didier is looking at TLS ( Thread Local Storage ) and how it can be abused. https://isc.sans.edu/diary/DLLs%20%26%20TLS%20Callbacks/32580 FreeBSD Remote code execution via ND6 Router Advertisements A critical vulnerability in FreeBSD allows for remote code execution. Bu…

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SANS Stormcast Friday, December 19th, 2025: Less Vulnerabie Devices; Critical OneView Vulnerablity; Trufflehog finds JWTs 4:37

5d ago4:37

4:37

Positive trends related to public IP range from the year 2025 Fewer ICS systems, as well as fewer systems with outdated SSL versions, are exposed to the internet than before. The trend isn t quite clean for ISC, but SSL2 and SSL3 systems have been cut down by about half. https://isc.sans.edu/diary/Positive%20trends%20related%20to%20public%20IP%20ra…

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SANS Stormcast Thursday, December 18th, 2025: More React2Shell; Donicwall and Cisco Patch; Updated Chrome Advisory 6:10

6d ago6:10

6:10

Maybe a Little Bit More Interesting React2Shell Exploit Attackers are branching out to attack applications that initial exploits may have missed. The latest wave of attacks is going after less common endpoints and attempting to exploit applications that do not have Next.js exposed. https://isc.sans.edu/diary/Maybe%20a%20Little%20Bit%20More%20Intere…

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Episode 192 – #Copilot Analytics Interview w/ MVP Dominick Raimato

7d ago

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In this episode, we talk with fellow MVP Dominick Raimato on building Copilot reports with Microsoft Fabric and how to use these reports to understand corporate user adoption. https://datawithdom.com/2024/11/copilot-reports-with-microsoft-fabric-part-1/By O365Eh!

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SANS Stormcast Wednesday, December 17th, 2025: Beyond RC4; Forticloud SSO Vuln Exploited; FortiGate SSO Exploited; 6:38

7d ago6:38

6:38

Beyond RC4 for Windows authentication Microsoft outlined its transition plan to move away from RC4 for authentication and published guidance and tools to facilitate this change. https://www.microsoft.com/en-us/windows-server/blog/2025/12/03/beyond-rc4-for-windows-authentication FortiCloud SSO Login Vuln Exploited Arctic Wolf observed exploit attemp…

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SANS Stormcast Tuesday, December 16th, 2025: Current React2Shell Example; SAML woes; MSMQ issues after patch; 5:45

8d ago5:45

5:45

More React2Shell Exploits CVE-2025-55182 Our honeypots continue to detect numerous React2Shell variants. Some using slightly modified exploits https://isc.sans.edu/diary/More%20React2Shell%20Exploits%20CVE-2025-55182/32572 The Fragile Lock: Novel Bypasses For SAML Authentication SAML is a tricky protocol to implement correctly, in particular if dif…

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$1 million Now vs $1000 a Week for Life | Wall Street Prediction Cycle | Markets Go Up More Than Average | Goldilocks Markets | Apple's Resilience 54:17

9d ago54:17

54:17

Derek Moore is joined by Mike Snyder and Shane Skinner this week to ask if you would rather have a $1 million lump sum vs $1000 per week for life if you won the lotter. Then, looking at some of the incoming 2026 Wall Steet year end S&P 500 Index targets. Don't forget we'll do our own 2026 prediction show. Later, Apple seems to be bucking the AI spe…

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SANS Stormcast Monday, December 15th, 2025: DLL Entry Points; ClickFix and Finger; Apple Patches 6:45

9d ago6:45

6:45

Abusing DLLs EntryPoint for the Fun DLLs will not just execute code when some of their functions are called, but also as they are loaded. https://isc.sans.edu/diary/Abusing%20DLLs%20EntryPoint%20for%20the%20Fun/32562 Apple Patches Everything: December 2025 Edition Apple released patches for all of its operating systems, fixing two already exploited…

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SANS Stormcast Friday, December 12th, 2025: Local AI Models; Mystery Chrome 0-Day; SOAPwn Attack 6:56

12d ago6:56

6:56

Using AI Gemma 3 Locally with a Single CPU Installing AI models on modes hardware is possible and can be useful to experiment with these models on premise https://isc.sans.edu/diary/Using%20AI%20Gemma%203%20Locally%20with%20a%20Single%20CPU%20/32556 Mystery Google Chrome 0-Day Vulnerability Google released an update for Google Chrome fixing a vulne…

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223: TWIN PETES INVESTING Podcast no.168: Winning stock ideas for 2026, CRH, Fresnillo, Hochschild Mining, One Health Group, Andrada Mining, Building materials, Gold, Silver, Lithium, Tin & Menphys Charity ... 1:08:48

13d ago1:08:48

1:08:48

The topics, stocks and shares mentions / discussed include: Winning stock ideas for 2026 CRH Plc / CRH Fresnillo / FRES Hochschild Mining / HOC One Health Group / OHGR Andrada Mining Ltd / ATM Aubrey Capital, Meet the Managers Investing / Dividends Investing Psychology Stocks / Shares Gold / Silver / Lithium / Tin / Building Materials Menphys Chari…

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SANS Stormcast Thursday, December 11th, 2025: Possible CVE-2024-9042 variant; react2shell exploits; notepad++ update hijacking; macOS priv escalation 6:58

13d ago6:58

6:58

Possible exploit variant for CVE-2024-9042 (Kubernetes OS Command Injection) We observed HTTP requests with our honeypot that may be indicative of a new version of an exploit against an older vulnerability. Help us figure out what is going on. https://isc.sans.edu/diary/Possible%20exploit%20variant%20for%20CVE-2024-9042%20%28Kubernetes%20OS%20Comma…

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SANS Stormcast Wednesday, December 10th, 2025: Microsoft, Adobe, Ivanti, Fortinet, and Ruby patches. 8:04

14d ago8:04

8:04

Microsoft Patch Tuesday Microsoft released its regular monthly patch on Tuesday, addressing 57 flaws. https://isc.sans.edu/diary/Microsoft%20Patch%20Tuesday%20December%202025/32550 Adobe Patches Adobe patched five products. The remote code execution in ColdFusion, as well as the code execution issue in Acrobat, will very likely see exploits soon. h…

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SANS Stormcast Tuesday, December 9th, 2025: nanoKVM Vulnerabilities; Ghostframe Phishing; WatchGuard Advisory 6:26

15d ago6:26

6:26

nanoKVM Vulnerabilities The nanoKVM device updates firmware insecurely; however, the microphone that the authors of the advisory referred to as undocumented may actually be documented in the underlying hardware description. https://www.tomshardware.com/tech-industry/cyber-security/researcher-finds-undocumented-microphone-and-major-security-flaws-in…

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Can't Be a Bubble Without? | Contrarian Signal Consumer Sentiment Hits a Low | Gold vs Stocks | Earnings Guidance Rises 39:29

16d ago39:29

39:29

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Jurrien Timmer's chart showing we aren't in a bubble because the rise in markets is due to earnings not multiple gains. Plus, U of Michigan consumer sentiment hits a new low despite markets near all-time highs. Later, is Japan's rise in interest rates a problem for stocks, bonds, …

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SANS Stormcast Monday, December 8th, 2025: AutoIT3 FileInstall; React2Shell Update; Tika Vuln 5:34

16d ago5:34

5:34

AutoIT3 Compiled Scripts Dropping Shellcodes Malicious AutoIT3 scripts are usign the FileInstall function to include additional scripts at compile time that are dropped as temporary files during execution. https://isc.sans.edu/diary/AutoIT3%20Compiled%20Scripts%20Dropping%20Shellcodes/32542 React2Shell Update The race is on to patch vulnerable syst…

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London Session Sets Tone for Potential EUR/USD Breakout 16:26

19d ago16:26

16:26

Data-driven London FX snapshot: EUR/USD, GBP/USD, USD/JPY in focus; traders await CPI/PMI, cautious positioning, possible breakout or retest; risk management emphasized. 📈💹🗞️🔎💼

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SANS Stormcast Friday, December 5th, 2025: Compromised Govt System; React Vuln Update; Array Networks VPN Attacks 4:35

19d ago4:35

4:35

Nation-State Attack or Compromised Government? [Guest Diary] An IP address associated with the Indonesian Government attacked one of our interns' honeypots. https://isc.sans.edu/diary/Nation-State%20Attack%20or%20Compromised%20Government%3F%20%5BGuest%20Diary%5D/32536 React Update Working exploits for the React vulnerability patched yesterday are n…

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Small Caps Telling Us Rate Cuts | It's Not Just the Mag 7 Near All-Time Highs | Fear & Greed Index Disconnect | HOPE Economic Sequence 43:10

20d ago43:10

43:10

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about the coming Fed decision and what the market is telling us. Plus, CNN's Fear and Greed Index is almost at extreme fear so why are most markets near all-time highs? Then, looking at the economy through the lens of Michael Kantro's HOPE theory and whether the recent ADP employment re…

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SANS Stormcast Thursday, December 4th, 2025: CDN Headers; React Vulnerabiity; PickleScan Patch 6:44

20d ago6:44

6:44

Attempts to Bypass CDNs Our honeypots recently started receiving scans that included CDN specific headers. https://isc.sans.edu/diary/Attempts%20to%20Bypass%20CDNs/32532 React Vulnerability CVE-2025-55182 React patched a critical vulnerability in React server components. Exploitation is likely imminent. https://react.dev/blog/2025/12/03/critical-se…

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Central Bank Signals and Data Prints Shape FX Movements 6:19

21d ago6:19

6:19

Policy tone and data prints drive FX moves across EURUSD, GBPUSD, and USDJPY; EURUSD remains range-bound 📈💶, GBPUSD sensitive to BoE and energy 💷⚡, USDJPY reacts to yields 📈💴. Traders eye inflation 🧾, payrolls 💼, and central bank minutes 🕰️ for the next leg.

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SANS Stormcast Wednesday, December 3rd, 2025: SmartTube Compromise; NPM Malware Prompt Injection Attempt; Angular XSS Vulnerability 6:06

21d ago6:06

6:06

SmartTube Android App Compromise The key a developer used to sign the Android YouTube player SmartTube was compromised and used to publish a malicious version. https://github.com/yuliskov/SmartTube/issues/5131#issue-3670629826 https://github.com/yuliskov/SmartTube/releases/tag/notification Two Years, 17K Downloads: The NPM Malware That Tried to Gas…

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SANS Stormcast Tuesday, December 2nd, 2025: Analyzing ToolShell from Packdets; Android Update; Long Game Malicious Browser Ext. 5:49

22d ago5:49

5:49

Hunting for SharePoint In-Memory ToolShell Payloads A walk-through showing how to analyze ToolShell payloads, starting with acquiring packets all the way to decoding embedded PowerShell commands. https://isc.sans.edu/diary/%5BGuest%20Diary%5D%20Hunting%20for%20SharePoint%20In-Memory%20ToolShell%20Payloads/32524 Android Security Bulletin December 20…

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SANS Stormcast Monday, December 1st, 2025: More ClickFix; Teams Guest Access; Geoserver XXE Vulnerablity 5:42

23d ago5:42

5:42

Fake adult websites pop realistic Windows Update screen to deliver stealers via ClickFix The latest variant of ClickFix tricks users into copy/pasting commands by displaying a fake blue screen of death. https://www.acronis.com/en/tru/posts/fake-adult-websites-pop-realistic-windows-update-screen-to-deliver-stealers-via-clickfix/ B2B Guest Access Cre…

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Mega-Cap Tech Leads the Focus ETF Higher This Week 13:32

25d ago13:32

13:32

Deborah and Kieran dissect the Focus ETF, led by mega-cap tech (Apple, Microsoft, Nvidia, Alphabet) with VUAG anchoring risk assets. Technicals show support near £63–£64 and resistance around £66–£70; Nvidia and MSFT momentum is a tailwind. Macro factors—AI demand, FX dynamics, and geopolitical dynamics—shape the outlook. The team keeps a conservat…

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222: TWIN PETES INVESTING Podcast no.167: Small cap stocks with winning potential. Rank, Marston's, Somero Enterprises, Warpaint London, SPSY FXPO PBEE, Dividends, Autumn Budget 2025, Cash ISA, Sharescope ... 1:23:37

26d ago1:23:37

1:23:37

The topics, stocks and shares mentions / discussed include: Rank Group / RNK Marston's / MARS Somero Enterprises Inc / SOM Warpaint London / W7L Spectra Systems Corp / SPSY Ferrexpo / FXPO PensionBee / PBEE Dividends Autumn Budget 2025 Cash ISA Sharescope 30% Off Black Friday Offer (promo code: tpbf25) FTSE 100 Stocks Risks Menphys Charity Fundrais…

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SANS Stormcast Wednesday, November 26th, 2025: Attacks Against Messaging; Passwords in Random Websites; Fluentbit Vuln; #thanksgiving 6:07

28d ago6:07

6:07

Spyware Allows Cyber Threat Actors to Target Users of Messaging Applications Spyware attacks messaging applications in part by triggering vulnerabilities in messaging applications but also by deploying tools like keystroke loggers and screenshot applications. https://www.cisa.gov/news-events/alerts/2025/11/24/spyware-allows-cyber-threat-actors-targ…

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Policy Whispers and Data Surprises Drive Currency Moves 8:41

29d ago8:41

8:41

Summary: London trading navigates data surprises and policy whispers shaping EUR/USD, GBP/USD, and USD/JPY moves. Macro trends, central bank rhetoric, and geopolitics drive cautious risk sentiment and hedging. Traders seek disciplined setups with risk controls for potential breakouts. 💹📈💱🧭🔎

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SANS Stormcast Tuesday, November 25th, 2025: URL Mapping and Authentication; SHA1-Hulud; Hacklore 6:11

29d ago6:11

6:11

Conflicts between URL mapping and URL based access control. Mapping different URLs to the same script, and relying on URL based authentication at the same time, may lead to dangerous authentication and access control gaps. https://isc.sans.edu/diary/Conflicts%20between%20URL%20mapping%20and%20URL%20based%20access%20control./32518 Sha1-Hulud, The Se…

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SANS Stormcast Monday, November 24th, 2025: CSS Padding in Phishing; Oracle Identity Manager Scans Update; 4:59

1M ago4:59

4:59

Use of CSS stuffing as an obfuscation technique? Phishing sites stuff their HTML with benign CSS code. This is likely supposed to throw of simple detection engines https://isc.sans.edu/diary/Use%20of%20CSS%20stuffing%20as%20an%20obfuscation%20technique%3F/32510 Critical Oracle Identity Manager Flaw Possibly Exploited as Zero-Day Early exploit attem…

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Nvidia Saves the Market? | Fed Cut Whisperers | MSCI to Dump Strategy? | Sentiment vs the Market 37:46

1M ago37:46

37:46

Derek Moore is joined by Shane Skinner and Mike Snyder to talk about Nvidia's moves post earnings and whether the options market got it right. Then, what would happen if MSCI removes Strategy and index funds must liquidate? Later, did the Fed just say they are cutting without saying they are cutting? Plus, has sentiment ever been this bad near all-…

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Momentum in AI mega-cap tech; breakout signals and risk discipline 13:24

1M ago13:24

13:24

Deborah and Kieran analyze the Focus ETF portfolio (VUAG, MSFT, NVDA, BA, BAKK, CCJI), highlighting AI mega-cap momentum, positive fund flows, and a disciplined 5% risk framework for short-to-mid-term goals. They outline breakout signals above key levels, note macro drivers and regional dynamics, and discuss correlations to tech leadership. Stay tu…

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Macro Data Drives London FX Moves Across Major Pairs 7:11

1M ago7:11

7:11

Deborah and Kieran map how macro data, central bank cues, and risk mood drive London-session FX across EUR/USD, GBP/USD, and USD/JPY. They flag data surprises, liquidity dynamics, and pullback-based entries with disciplined risk controls. 📈💱🌍🕒⚖️

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Episode 191 – Microsoft Azure AI Foundry w/ MSFT Vincent Biret

1M ago

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In this episode, we get a level set from Azure AI Foundry tools developer team member Vincent Birent. Who explains what Azure AI Foundry is and demos on how to easily build and use Azure AI Foundry.By O365Eh!

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SANS Stormcast Friday, November 21st, 2025: Oracle Idendity Manager Scans; SonicWall DoS Vuln; Adam Wilson (@sans_edu) reducing prompt injection. 14:09

1M ago14:09

14:09

Oracle Identity Manager Exploit Observation from September (CVE-2025-61757) We observed some exploit attempts in September against an Oracle Identity Manager vulnerability that was patched in October, indicating that exploitation may have occurred prior to the patch being released. https://isc.sans.edu/diary/Oracle%20Identity%20Manager%20Exploit%20…

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SANS Stormcast Thursday, November 20th, 2025: Unicode Issues; FortiWeb More Vulns; DLink DIR-878 Vuln; Operation WrtHug and ASUS Routers 6:34

1M ago6:34

6:34

Unicode: It is more than funny domain names. Unicode can cause a number of issues due to odd features like variance selectors and text direction issues. https://isc.sans.edu/diary/Unicode%3A%20It%20is%20more%20than%20funny%20domain%20names./32472 FortiWeb Multiple OS command injection in API and CLI A second silently patched vulnerability in FortiW…

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SANS Stormcast Wednesday, November 19th, 2025: Kong Tuke; Cloudflare Outage 4:38

1M ago4:38

4:38

KongTuke Activity This diary investigates how a recent Kong Tuke infections evolved all the way from starting with a ClickFix attack. https://isc.sans.edu/diary/KongTuke%20activity/32498 Cloudflare Outage Cloudflare suffered a large outage today after an oversized configuration file was loaded into its bot protection service https://x.com/dok2001 G…

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Euro resilience dominates as yields recalibrate USD moves 6:58

1M ago6:58

6:58

London session: EUR/USD in a tight range as eurozone data steers euro and US yields 💶💹. EUR resilience shows when data beats; USD strengthens on surprises 💵📈. Liquidity is solid and hedges remain in the mix 🧊🛡️; traders eye a range break with tight stops 🔒. GBP/USD and USD/JPY themes mirror UK data and BoJ/BoE cues 🏦🇬🇧🇯🇵. Geopolitics stay a wildcar…

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SANS Stormcast Tuesday, November 18th, 2025: Binary Expression Decoding. Tea NPM Pollution; IBM AIX NIMSH Vulnerability 4:58

1M ago4:58

4:58

Decoding Binary Numeric Expressions Didier updated his number to hex script to support simple arithmetic operations in the text. https://isc.sans.edu/diary/Decoding%20Binary%20Numeric%20Expressions/32490 Tea Token NPM Pollution The NPM repository was hit with around 150,000 submissions that did not contain any useful contributions, but instead atte…

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Copilot + OneDrive event recap & transfer ownership 39:13

1M ago39:13

39:13

Fresh off the biggest OneDrive moment of the year, Stephen and Arvind return with a full recap of the Copilot + OneDrive event—breaking down the announcements, the behind-the-scenes surprises, and the features that are already reshaping how we work. From personalized intelligence with the FAB button to the future of search, photos, and Researcher, …

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Tech Leadership and AI Rally With Disciplined 5% Risk Cap 13:23

1M ago13:23

13:23

Deborah and Kieran analyze a Focus ETF lineup: VUAG plus MSFT, NVDA, BA, BAKK, CCJI, highlighting AI-driven tech momentum, macro liquidity, and a strict 5% risk cap. They discuss levels, top holdings, and 1-3 month targets, with a cautious but constructive outlook on a tech-led rally. 🚀📈🤖💼💰🌐

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OpenAI IPO | Michael Saylor's Strategy's Bitcoin Strategy Reframed | Michael Burry on Mag 7 Earnings Quality | NVDA Earnings Options Volatility 55:09

1M ago55:09

55:09

Derek Moore is joined by Shane Skinner and Mike Snyder this week to talk about people's reaction to Michael Burry's comments on earnings quality in the Mag 7 companies, talk of the OpenAI IPO, and Nvidia's options ahead of earnings week. Plus, they reframe the idea of Strategy buying Bitcoin by using an alternative example. What if they held Apple …

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SANS Stormcast Monday, November 17th, 2025: New(isch) Fortiweb Vulnerability; Finger and ClickFix 7:10

1M ago7:10

7:10

Fortiweb Vulnerability Fortinet, with significant delay, acknowledged a recently patched vulnerability after exploit attempts were seen publicly. https://isc.sans.edu/diary/Honeypot+FortiWeb+CVE202564446+Exploits/32486 https://labs.watchtowr.com/when-the-impersonation-function-gets-used-to-impersonate-users-fortinet-fortiweb-auth-bypass/ https://fo…

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Structured UK Alternatives with Clear Entry/Exit Bands 19:44

1M ago19:44

19:44

UK market snapshot 💷💱 and macro backdrop, followed by sector reviews: crypto 🪙, UK REITs 🏢, green energy ♻️, P2P 💳, VC 🚀, and listed PE 🏦. Clear entry/exit bands, allocations, and risk controls guide week-47 positioning 📊🔒, with 3- and 6-month scenarios for risk-adjusted returns 📈.

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Focus ETF Powers Higher in Tech and AI Rally 12:56

1M ago12:56

12:56

Deborah and Kieran break down the Focus ETF journey, led by AI/tech momentum (VUAG) with MSFT, NVDA, and megacaps driving gains. They map key levels, macro/FX drivers, and risk discipline within a 5% framework. 📈💼🌍🔎💰

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Cautious, data-driven macro cues guide major FX moves 8:26

1M ago8:26

8:26

Data-driven macro cues keep FX ranges tight as US inflation cools and eurozone activity improves 🇺🇸🇪🇺. EUR/USD, GBP/USD, and USD/JPY hover in cautious, range-bound moves ahead of weekend risk 🧭💱. Traders balance risk controls, liquidity, and central-bank signals in anticipation of upcoming data and headlines 📊🔒.…

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SANS Stormcast Friday, November 14th, 2025: SmartApeSG and ClickFix; Formbook Obfuscation Tricks; Sudo-rs Vulnerabilities; SANS Holiday Hack Challenge 10:09

1M ago10:09

10:09

SmartApeSG campaign uses ClickFix page to push NetSupport RAT A detailed analysis of a recent SamtApeSG campaign taking advantage of ClickFix https://isc.sans.edu/diary/32474 Formbook Delivered Through Multiple Scripts An analysis of a recent version of Formbook showing how it takes advantage of multiple obfuscation tricks https://isc.sans.edu/diar…