Tariffs Ineffective Against US Trade Deficit? & Family Feud Over Reese’s Recipe
Neal and Toby examine why the U.S. trade deficit continues to grow despite the Trump administration's aggressive tariff policy, highlighting the limited impact of tariffs on the broader balance of payments. They then shift to a family dispute over the Reese’s Peanut Butter Cup recipe, with the inventor’s grandson accusing Hershey’s of cutting costs by using cheaper ingredients. The episode also covers Etsy’s sale of its secondhand marketplace to eBay, which investors praised as the Stock of the Week, and Amazon’s rebound after a nine‑day losing streak that erased $450 billion in market value, earning it the Dog of the Week.
Shutdown Shadow
The episode examines the impact of the 43‑day government shutdown on U.S. GDP reporting, noting that growth is still projected to be robust despite the delay. It discusses emerging signs that higher‑income households are curbing discretionary spending and outlines what...
The British Stock Riding the SpaceX Boom
The episode examines why the UK stock market is outpacing the US in 2026, highlighting insider trades at Raspberry Pi and M&S, and a surprising AI prospect in a Japanese toilet firm. Charlene Young warns listeners about fake celebrity investment ads...
Recently Boring Nvidia Reports Next Week. Did We Just See German Green Shoots?
In this episode, Saxo Global Head of Macro Strategy John J. Hardy examines the stark divergence between the US equity market, which remains highly dispersed and volatile, and Europe’s rally driven by record inflows. He highlights the lingering uncertainty in...
The Ultra Bull Case for Lithium (YJ Lee)
In this episode, YJ Lee, founder of the Arcane Green Metal Fund, explains why the July 2024 lithium price dip was a prime buying window and projects a conservative 4.6 Mt lithium demand by 2030, driven by a 33% annual growth...
Viva Loans Vegas: Blackstone's $3bn Re-Up for The Cosmopolitan Signals High-Tier CMBS Conviction
The episode examines Blackstone’s $3.05 billion CMBS refinancing of The Cosmopolitan in Las Vegas, highlighting the surge in high‑quality hospitality securitizations and the city’s enduring appeal to institutional investors. Guests Randy Plavajka and Shihao Feng explain how post‑pandemic destination resilience and a growing...
Hypersonic Hustle & Orbital Muscle.
The episode highlights three major developments in the defense and commercial space sector: Stratolaunch securing a $90.8 million Department of War contract for the MACH‑TB 2.0 air‑launched test vehicle program, Agile Space Industries closing a $17 million Series A round to expand its small‑sat...
Hackajob Hits $1M in ARR, New CEO at Employ
The episode covers four major HR tech developments: Employ Inc. appoints serial entrepreneur Jerry Jao as CEO, emphasizing a people‑first approach while accelerating AI innovation; hackajob’s AI recruiting agent Archer hits $1 M ARR in just 90 days by pre‑qualifying candidates...
ETF State of the Union with Fidelity’s Craig Ebeling
In this episode, Nate Geraci discusses the current landscape of ETFs, highlighting trends such as fee compression, the rise of thematic and ESG funds, and the growing importance of technology-driven ETF solutions. He shares insights on how advisors can effectively...
265. Complexity to Connection: Humanizing High-Stakes Communication
In this episode, Stanford Medicine leaders Jonathan Berek and Phil Polakoff discuss how to transform complex, high‑stakes health communication into genuine connection. They emphasize that empathy, active listening, and storytelling are the core mechanics of trust, and that messages must...
#317 Nicole Antonio-Gadsdon Founder at Banana Pepper HR - Hiring for Human Magic and Hospitality Alchemists
In this episode, host Michael welcomes Nicole Antonio‑Gadsdon, founder of Banana Pepper HR, to discuss her new book *Help Wanted*, which reframes hiring as a form of hospitality that seeks "human magic" rather than just technical competence. Nicole argues that...
Morning Market Brief
Lawrence Fuller reviews recent economic data, highlighting a strong finish to the year in housing starts and building permits, though noting a four‑year decline trend. He points out a better‑than‑expected 0.7% rise in January industrial production, driven by consumer goods...
VC10X Micro - Why Safety Is No Long a Priority for AI Giants
The episode examines how AI giants like Anthropic and OpenAI are deprioritizing safety as they chase trillion‑dollar valuations, highlighted by Anthropic’s safety lead quitting and a $20 billion funding round at a $350 billion valuation. It explores the tension between capital‑market incentives...
Product-Market Fit: From Edtech Vitamin to $100M Painkiller
In this episode, Adam Markowitz recounts his transition from a decade‑long edtech venture to building Drata, a compliance automation platform that quickly proved its product‑market fit as a painkiller rather than a vitamin. He explains how rigorous validation—dog‑fooding the product...
Protecting SEO Budgets in a GEO Era
In this brief episode of Voices of Search, host Tyson Stockton and Ahrefs expert Patrick Stokes discuss the biggest upcoming challenge for SEOs: proving their value and protecting budgets amid a shift toward geo‑targeted strategies. They highlight the tension between...
Can an AI PMS Run Your Short-Term Rental Portfolio?, With Boom Co-Founder & CEO Shahar Goldboim
In this episode, Shahar Goldboim, co‑founder and CEO of Boom, explains why short‑term rentals (STRs) are the most complex asset class and how fragmented software tools trap hosts in a review‑driven revenue loop. He describes the genesis of Boom—a Business‑as‑Software...
Start a Startup in Ten Days with Four Questions (ITS Super-Classic)
In this episode, the host outlines a rapid, ten‑day framework for validating a startup idea by answering four critical questions, using a kitchen‑organizer concept as a case study. The discussion weaves in a memorable anecdote about a poker player and...
Stop Falling in Love with the Deal: Guardrails for High-Volume Acquisitions with Birgitta and Lars Elfversson
In this episode Birgitta and Lars Elfversson share hard‑earned lessons from building and governing multiple roll‑up platforms, emphasizing the need for disciplined guardrails in high‑volume acquisition programs. They explain why small pipelines create decision pressure, how subtle drift can reshape...
Why Stack Overflow and Cloudflare Launched a Pay-per-Crawl Model
In this episode, Stack Overflow’s Janice Manningham and Josh Zhang chat with Cloudflare VP Will Allen about the newly launched pay‑per‑crawl model that lets publishers charge crawlers for access. They explain how AI‑driven content scraping has upended the traditional open‑versus‑block...
£20m Revenue, Exit To Dentsu with Nick Hague
In this episode, host Tom Hunt talks with B2B growth expert Nick Hague about scaling a consultancy to £20 million in revenue and the strategic sale to Dentsu. Hague shares how a focus on customer experience, repeatable frameworks, and disciplined cash‑flow...
Stop Layering AI on Your GTM Stack
In this episode, Emir Atli, co‑founder and CRO of HockeyStack, explains why the traditional, tool‑heavy GTM stack can’t simply have AI bolted on—it must be rebuilt around a unified, AI‑native platform with a single data foundation. He outlines HockeyStack’s evolution...
Driving Discussions: The Gasoline Glut - Markets Out of Balance
The episode analyzes the unexpected surge in global gasoline demand and price spreads in late 2025, attributing it to tight refinery capacity in Asia and the Middle East and seasonal factors. It examines how rising EV adoption, evolving blending mandates,...
China’s Record-Breaking Investment in a Private Rocket Company.
In this episode, host T‑Minus chats with Michelle Lucas, CEO of Higher Orbits, about China’s surge in private‑sector space funding, highlighting iSpace’s $730 million raise to develop reusable rockets, Space Epoch’s new capital for a 2026 launch and sea‑recovery test, and...
Why Do OKRs at All? Ben’s Analysis of the 7 Potential Benefits
In this episode Ben breaks down the seven key reasons organizations adopt OKRs, highlighting five core benefits—shorter cadence, focus, transparency/alignment, engagement, and stretch thinking—plus two additional advantages: a common goal language and a learning culture. He stresses that leaders must...
How to Build Inflation-Proof Real Estate Strategies with Jose Pellicer, Co-Founder and Partner at Evonite
In this episode, hosts Aaron Cameron and Adam Powadiuk discuss how geopolitical turbulence is reshaping commercial real estate, with insights from Evonite co‑founder Jose Pellicer. Pellicer outlines a resilience‑focused, inflation‑protective investment thesis, emphasizing the strength of necessity‑based retail and food‑anchored...
The ERP Minute Episode 225 - February 17th, 2026
In this brief episode, the hosts recap Procore's Q4 and full‑year 2025 financial results, highlighting its strong performance in the construction software market. They then discuss NetSuite's new suite of innovations aimed at boosting operational efficiency and supporting rapid growth...
Employee Ownership as a Search Fund Advantage, Turner Wyatt of Small Capital
Turner Wyatt, founder and CEO of Small Capital, funds self‑funded searchers who embed employee ownership from acquisition day one. He argues that search fund deals can address income inequality while enhancing business performance by giving employees a stake. Small Capital’s...
1164: From Boardroom Lens to Operator Reality | Alex Melamud, CFO, Engine
In this episode, CFO Alex Melamud of Engine discusses how he brings a boardroom and private‑equity perspective to day‑to‑day operations, starting his day by reading customer NPS feedback before any financial metrics. He explains the evolving CFO role—from traditional governance...
How Stretch to Make KRs? How Will We Score and Update KR Progress? (3/10)
In this episode Ben breaks down how to define, score, and track key results (KRs) within an OKR framework, emphasizing that objectives should not be scored and that the focus belongs on KRs. He compares three popular scoring models—Radical Focus,...
Will the Knicks and Rangers Go Private After Another MSG Spin?
The episode examines the recurring speculation that Madison Square Garden’s flagship assets—the New York Knicks and Rangers—might be taken private after another spin-off of MSG’s publicly traded entity. Host and guests discuss the historical discount of MSG stock to its...
Morning Market Brief
In this Morning Market Brief, Lawrence Fuller notes that markets steadied after a sharp morning dip, buoyed by positive news on Iran nuclear negotiations, reducing geopolitical risk. He highlights the pervasive impact of AI-driven disruption across sectors, especially retail, where...
Ahref's State of SEO
In this episode of Voices of Search, host Tyson Stockton talks with Ahrefs senior leader Patrick Stokes about the rapidly evolving SEO landscape, especially the impact of AI and automation. Stokes shares his mixed feelings—excitement for faster content creation but...
Why Most Projects Fail—And How to Achieve Better Outcomes
In this episode, Antonio Nieto‑Rodriguez explains why roughly two‑thirds of projects fail and outlines how organizations can improve outcomes. He emphasizes framing projects as strategic investments, aligning structures and incentives around a project‑centric model, and avoiding common pitfalls such as...
The Conundrum
In this episode of Bootstrapping SaaS, the host reflects on his journey toward achieving $10K in monthly recurring revenue as a solo founder, covering recent product updates, the challenges of juggling design, development, and marketing, and the lessons learned from...
The New European Sovereignty Stack: Energy, Minerals, Compute
The episode examines Europe’s modern sovereignty as an industrial and supply‑chain challenge, focusing on semiconductors, rare‑earth minerals, and energy infrastructure. Guests highlight Europe’s heavy reliance on imports, a thin venture‑capital ecosystem, and the need for coordinated capital to close the...
Lessons From Firefox and Twitter - Alan Byrne (Product Leader, Mozilla)
Alan Byrne, Mozilla’s Firefox extensions product leader, argues that effective product work relies on judgment rather than rigid frameworks, critiquing tools like RICE and MoSCoW for masking subjectivity. Drawing on his stints at QuickBooks and Twitter, he explains when lean...
Risky Business #825 -- Palo Alto Networks Blames It on the Boogie
In this episode, Patrick Gray, Adam Boileau, and James Wilson dissect a week of cybersecurity headlines, from Palo Alto Networks’ decision to avoid publicly attributing a Chinese‑linked hacking campaign to geopolitical concerns, to the rise of data‑only extortion as ransomware...
Why Inclusion Fails Before Leaders Engage
The episode explores why diversity and inclusion (D&I) initiatives often collapse before leadership even engages, focusing on three core problems: misaligned incentives, the chicken‑and‑egg dilemma of proving value, and the lack of a commercial business case. It argues that risk‑averse...
The Small Behaviors That Build Trust (and the Common Ones That Destroy It) with Dr. Paul Zak
In this episode, behavioral neuroscientist Dr. Paul Zak explains how trust is rooted in oxytocin and how everyday actions—like granting autonomy, giving fast, personal recognition, and showing vulnerability—can boost it. He shows that moderate stress, the "adjective hack," and the...
Use the Ledge Technique for Overcoming Objections (Ask Jeb)
In this episode of Ask Jeb, host Jeb Blunt helps caller Rick Van Ness, who runs a healthcare claim‑filing company, overcome the objection that prospects view his service as "outsourcing" rather than "augmentation." Jeb walks through a multi‑level outreach strategy—targeting...
Building a Quantum Ecosystem From Scratch with Martin Laforest
In this episode, Sebastian talks with Martin Laforest, a physicist‑turned‑VC at Quantacet, about the practical challenges of building a quantum ecosystem from the ground up. Laforest explains how Quebec turned a 1970s academic gamble into a $400 M quantum hub, emphasizing...
37 | Why Retention Is Now Driving Software Company Valuations
In this episode, managing director Mike Lyon and senior associate Sarabeth Sandweiss discuss how retention metrics have become a pivotal factor in software company valuations, detailing the heightened scrutiny buyers now apply. They explain the investor framework for assessing retention,...
Building a Value Creation Machine & Scaling a Private Equity Firm
Chris Sznewajs of Pacific Avenue Capital Partners discussed how the firm builds a private‑equity platform centered on complex corporate carve‑outs and assets owned by “unnatural owners.” The firm leverages proprietary sourcing through corporate relationships and invests heavily in an operational...
WSJ X A16z: The Next 25 Years of Defense Innovation
In this WSJ Invest Live episode, Andy Serwer interviews a16z general partner Katherine Boyle about the firm’s American Dynamism practice, which she launched to focus on defense and national‑security tech. They explore how openly championing "America" sparked debate in Silicon...
How Many OKRs Shall We Set? (2/10)
In this episode the hosts discuss how many Objectives and Key Results (OKRs) teams should set, emphasizing the "less is more" principle. They recommend limiting teams to at most three objectives with four key results each, especially for newcomers, while...
What Liquid Death Can Teach Banks
In this episode of Banking Transformed, Jim Marous and a lineup of industry leaders explore how banks can learn from the bold branding and cultural disruption of Liquid Death. Guests discuss leveraging visionary partnerships, generative AI, and platform strategies to...
Private Equity Deal Teams and the Discipline to Win
In this episode of Best But Never Final, Lloyd Metz, Doug McCormick, and Sean Mooney break down the anatomy of a private‑equity deal team, outlining the typical roles—from associates and analysts to VPs, principals, and managing directors—and how responsibilities shift...
Greatest Hits: Why Every Entrepreneur Needs a Fractional CFO with Sara Daw, CEO of The CFO Centre Group Limited
In this episode of CFO Weekly, Sara Daw, CEO of The CFO Centre Group, explains how fractional CFOs give fast‑growing entrepreneurs access to senior finance expertise without the expense of a full‑time hire. She identifies the $2‑3 million revenue threshold as...
Megafund Capabilities on a Mid-Market Budget W/ Gryphon's David Andrews
In this follow‑up interview, Gryphon co‑CEO David Andrews explains why his $11 billion firm invested in a 40‑person operations team, a scale of capability typically reserved for large enterprises. He outlines how this megafund‑level ops function delivers strategic planning, risk management,...
Data Is the New Oil, and Your Database Is the only Way to Extract It
In this episode, Ryan interviews Shireesh Thota, Corporate Vice President of Azure Databases at Microsoft, about the rapid evolution of Microsoft's database offerings, including SQL Server, Cosmos DB, and Postgres, and how they fit into a unified Azure data platform....