Howard Lutnick, close friend of Donald Trump, current Secretary of Commerce, and former CEO of Cantor Fitzgerald discusses strategic initiatives aimed at budget management, emphasizing the potential for significant federal spending cuts and improvements in efficiency, such as leveraging existing resources and addressing government fraud. Through anecdotes involving high-profile figures like Elon Musk, Lutnick presents […]

Unrelated to markets, but completely worth watching. “Deal with the world as it is, not as you wish it was” Col. Edward Hubbard Vietnam War P.O.W.

Professor Damodaran discusses the intricate relationship between politics and investing in the context of globalization , job losses, and economic disruption. Noting the significant impact of globalization since the 1980s, particularly highlighting China’s dramatic growth and the resultant winners and losers, including blue-collar workers and small businesses affected by these shifts. The discussion touches on the political […]

An interesting take from the the All in Podcast’s Sultan of Science. Personally, I wonder why the government and people are not happy with the loads of taxes they collect? What is wrong with passing a balanced budget amendment?

The video compares Sweden’s SAAB JAS 39 Gripen and the US F-35 Lightning II, a choice both Canada and other NATO countries are considering. Key differences are cost, capabilities, and operational flexibility. The Gripen is noted for its cost-effectiveness, agility, and multi-role functionality, boasting a higher top speed and operational efficiency from short or improvised runways, making […]

Presented without comment.

Sam Bankman-Fried shares his two-year experience in MDC Brooklyn, describing the prison environment as dystopian. He reflects on the psychological challenges of confinement, the difficulties accessing legal resources during his trial, and the limited engagement in daily activities that impede his mental well-being. Bankman-Fried discusses his disconnection from the digital world and the complexities of […]

Moconomy’s critical examination of the internet’s evolution, contrasting its initial promise of creativity and connection with the current landscape dominated by powerful tech corporations and concerns over selling privacy. It explores the pervasive influence of the Internet of Things (IoT) on everyday life, highlighting innovations at the Consumer Electronics Show while addressing ethical dilemmas related to health […]

At @58:41 Chris Camillo explores the transformative potential of humanoid robotics and artificial intelligence on future industries and job markets. Camillo discusses his investment in emerging technologies such as Figure AI, emphasizing the inevitability of robots performing various jobs and addressing societal labor demands, especially in caregiving. He acknowledges the complexities of technological integration, including […]

AGI Plan & Quantum Breakthrough,” Satya Nadella reflects on his early experiences in technology development, connecting past lessons with current advancements in quantum computing and artificial intelligence (AI). He emphasizes a “full stack” approach to tech, highlighting the significance of long-term trends over fleeting fads, especially in recognizing where value will be created within AI […]

How modern trading became a communications and technology arms race among a few large players.

“How Cartels Actually Operate in America” delves into the nuanced operations of drug cartels in the U.S., particularly contrasting their cunning strategies with the government’s often violent portrayal. It features insights from former trafficker Pierre Rini and emphasizes that cartel presence in the U.S. is minimal, with actual drug trafficking largely carried out by independent Mexican nationals […]

Possibly more predictive and instructive than all modern economic texts. Definitely a frame for understanding personalities like Putin, Xi, and Trump, Nietzsche and the Truth About Power” investigates the dynamics of power and morality by contrasting individuals who succeed through integrity with those who manipulate and exploit others. It draws on Nietzsche’s philosophy , particularly the concepts […]

How Verizon purchased brands with debt and tried to compete with Facebook and Google in the digital advertising and data business.

David Novak (Yum Brands) and Jamie Dimon (JPMorgan Chase) chat about leadership, competition, and politics.

All around tragedy. Very sad. update