Motley Fool Money - It’s Always About the Forecast
Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..
(00:21) Ron Gross and Andy Cross discuss:
- Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter.
- Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown.
- How drinkmaker Celsius continues to find the energy for growth.
(19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.
(27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.
Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST
Host: Dylan Lewis
Guests: Andy Cross, Ron Gross, David Gardner, Mary Long
Engineers: Dan Boyd
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CrowdScience - Why are people still dying from malaria?
Mosquitoes are responsible for more human deaths than any other animal. These tiny creatures transmit many diseases, but the most devastating is malaria. It kills over half a million people every year, most of them children.
So why are people still dying of malaria in such large numbers, when so much time and money has been invested in trying to eradicate it? What do we know about mosquitoes and malaria, and what do we still need to learn? CrowdScience visits Malawi, one of the African countries leading the way against malaria, with the rollout of the world’s first malaria vaccine programme.
Presenter Caroline Steel is joined by a live audience and a panel of experts: Wongani Nygulu, Eggrey Aisha Kambewa and Steve Gowelo. Together they explore questions from our listeners in Malawi and around the world, like why female mosquitoes feed on blood while males drink nectar; why some people are more likely to be bitten by mosquitoes than others; and how we might modify the insects’ DNA to stop them spreading diseases.
About half a million children across Malawi have been vaccinated since 2019. We visit a clinic in nearby Chikwawa to meet the staff involved in the vaccination programme there, and the mothers embracing the opportunity to protect their babies against this deadly disease.
Recorded at Malawi Liverpool Wellcome Trust (MLW), Blantyre, Malawi.
Contributors: Dr. Wongani Nygulu, Epidemiologist, Malaria Alert Centre Eggrey Aisha Kambewa, MLW entomologist, MLW Dr. Steve Gowelo, University of California San Francisco Malaria Elimination Initiative
Presenter: Caroline Steel Producer: Jeremy Grange Researcher: Imaan Moin Additional Recording: Margaret Sessa Hawkins & Sophie Ormiston Editor: Cathy Edwards Production Co-ordinator: Liz Tuohy
(Photo: A mosquito, that is silhouetted against the moon, bites a human arm. Credit: LWA/Getty Images)
Short Wave - NEWS: NOAA Issues First Severe Geomagnetic Storm Watch Since 2005
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The Daily Signal - U.N. Votes on Palestine Membership, Trump Vows to Undue Biden’s Transgender Policy, New Lord of the Rings Movie Coming | May 10
TOP NEWS | On today’s Daily Signal Top News, we break down:
- The United Nations approved a resolution today to grant new “rights and privileges” to Palestine.
- Former President Donald Trump says that if he is the next president, he will end a transgender policy from President Joe Biden on day one.
- Rep. Cory Mills, R-Fla., told Fox News that he is preparing articles of impeachment against Biden.
- The theme of Trump’s criminal trial Friday was the paper trail at the center of the case.
- Warner Bros. announces a new “Lord of the Rings” film.
Relevant Links
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Sign up for The Agenda newsletter — the lowdown on top issues conservatives need to know about each week: https://www.heritage.org/agenda
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The Bulwark Podcast - Mark Leibovich: The Oracle of Washington
Show notes:
Mark's "Thank You for Your Servitude"
Mark's "This Town"
Tim's playlist
Federalist Radio Hour - Why School Choice Matters
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CoinDesk Podcast Network - UNCHAINED: How the Top One-Third of FTX Creditors Are Boosting the Payouts for Everyone Else
The draft FTX bankruptcy plan is being lauded for paying out more—in dollar terms—to creditors than expected. But it’s at the cost of customers who hold the most valuable assets on the exchange.
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Overcast, Podcast Addict, Pocket Casts, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.
Thomas Braziel, managing partner at 117 Partners, dives into the draft FTX bankruptcy plan, which was praised for paying out at more than 100% in dollar terms, but has several intricacies that are drawing criticisms from creditors—including a group that is urging creditors to vote not.
The episode delves into the nuances of the proposed payout, explaining how the estate was able to pay back more than 100% of the dollar value of the claims, why some creditors are being pitted against each other, and why it might get approved even “over the kicking and screaming” of some creditors.
Braziel gives his insights into the rapid formation of this plan, the controversial role of Sullivan and Cromwell, and the logistical challenges posed by what may end up being paper check payouts.
Show highlights:
- Why the plan that was filed this week is such big news
- How it was never even possible for creditors to be made whole in crypto asset terms
- How the majority of depositors had stablecoins on the FTX platform
- Why there are “inter-creditor” disputes
- What a "cramdown" is and why it's significant in this case
- Criticisms of the plan, and why larger investors, especially with crypto holdings, are having their gains socialized
- Whether the FTX estate made mistakes by selling some of its positions before they 10x’ed
- Why FTX didn't reboot its platform
- What conflicts of interest might arise from law firm Sullivan and Cromwell
- The tax implications for creditors who are non-US taxpayers
- How the claims are going to be distributed
- Whether the creditors will favor the proposal and the next steps
Thank you to our sponsors! iTrustCapital | Polkadot | VaultCraft
Guest |
- Thomas Braziel, Managing Partner at 117 Partners
- Previous appearances on Unchained:
- Why FTX Might Try to Claw Back Funds From Retail Customers
- Will FTX Reboot? Here’s John Ray’s Internal Deadline for Making a Decision
- Will FTX Customers Ever Recover Their Assets? Two Insolvency Experts Weigh In
- Will Celsius Survive the Bankruptcy Process?
- How Crypto Bankruptcy Claims Buyers Will Profit From the Collapse of FTX
Links |
- Previous coverage on Unchained of the FTX bankruptcy:
- Jesse Powell and Kevin Zhou on How FTX and Alameda Lost $10 Billion
- Did the Bahamian Government Direct SBF and Gary Wang to Hack FTX?
- The Chopping Block: Why Lenders Didn’t Liquidate Alameda When It Was Underwater
- Erik Voorhees and Cobie on Why FTX Loaned Out Customers’ Assets
- The Chopping Block: FTX: The Biggest Collapse in the History of Crypto?
Creditors plan:
- Unchained: 98% of FTX Creditors to Receive 118% Claims Payout
- Thomas’ summary of the plan
Dollarization:
- Unchained: Is it Fair That Crypto Bankruptcies Are Denominated in Dollars? Here’s a Solution to Dollarization
Criticism of the plan:
- Nicholas Hall’s thread
- Sunil Kavuri’s opinion on X
- Zach Guzman on the sale of Anthropic
Taxes:
- Thomas’ thread on the taxes for creditors
Unchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk. Senior Producer is Michele Musso and Executive Producer is Jared Schwartz.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Audio Poem of the Day - Mother Metro
By Martha Sprackland
Stuff They Don't Want You To Know - Universe 25: The Parable of Rodent Utopias and Behavioral Sinks
What would happen if you built an almost-perfect world, limited in terms only of space? How would people react -- could you create a utopian society? These are the questions John Bumpass Calhoun asked himself during his career as an ethologist, which led him to create tiny 'universes' for rodents... only to find that, time and time again, these perfect civilizations collapsed. Join Ben, Matt and Noel as they delve into the parable of Universe 25 and behavioral sinks.
See omnystudio.com/listener for privacy information.
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