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The Bulwark Podcast - Jen Psaki: Don’t Speak to Me
Jen Psaki joins Tim Miller.
show notes
Gov. Polis tweet about RFK, Jr.
The governor's follow-up tweet
Stuff They Don't Want You To Know - CLASSIC: The Windover Bog Bodies
In 1982, in Titusville, Florida, construction worker Steve Vandejagt happened across a skull amid the muck and debris of the job site. And this was only the beginning of the mystery. Steve had accidentally uncovered one of the oldest gravesites in the United States, proof of an ancient, mysterious culture that existed more than 7,000 years ago. Join the guys as they dive into the story of the Windover Bog Bodies.
See omnystudio.com/listener for privacy information.
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If you care about combatting the corrupt media that continue to inflict devastating damage, please give a gift to help The Federalist do the real journalism America needs.
The Phil Ferguson Show - 509 Sarah Ray – RMD – Stock Volatility vs time
https://thehumanist.com/contributor/sarah-ray/
Investing Skeptically:
- Required Minimum distributions
- Stock Volatility vs time
1A - ICYMI: U.S. Flights Into Haiti Are Grounded. What Happened?
Three U.S. airline flights were fired on last Monday as they attempted to land in Haiti. That led to the closure of Toussaint Louverture International Airport in Port-au-Prince. In response, the Federal Aviation Administration has suspended all U.S. flights to Haiti for the next 30 days.
Last week's gunfire came from gangs operating out of Haiti's capital city. It's the latest example of the extent of gang control in the country. Haiti has been in a state of chaos for more than three years since its last president, Jovenel Moïse, was assassinated.
Last Monday also saw a new president sworn into office after the country's interim leader was ousted. Between a new prime minister and the continued presence of foreign security officers in Haiti — we discuss how the country is faring.
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Focus on Africa - How deep are the links between India-Nigeria?
Was India's Prime Minister Narendra Modi's visit to Nigeria about lobbying for a permanent seat on the UN Security Council?
Why are some young TikTokers in Uganda being jailed?
And why thousands of indigenous, sacred baobab trees are under threat in the Limpopo region of South Africa.
Presenter: Audrey Brown Producers : Sunita Nahar, Susan Gachuhi and Paul Bakibinga Technical Producer: Francesca Dunne Editors: Andre Lombard and Alice Muthengi
The Commentary Magazine Podcast - Is Trump Ditching Gaetz Already?
Today's podcast delves into a New York Times story suggesting Donald Trump thinks Matt Gaetz will not be confirmable, or confirmed, by the Senate. What's going on here? What will Gaetz do? And what does this mean for the other nominees? Also, the effort of leading Israelis to blame Benjamin Netanyahu for the continuing hostage crisis takes an especially ugly turn. Give a listen.
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Cato Daily Podcast - The Worst Argument for CBDCs
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CoinDesk Podcast Network - THE MINING POD: Are Mining Stocks Overvalued? With JP Morgan’s Reggie Smith
JP Morgan analyst Reggie Smith rejoins Colin and Will to discuss Bitcoin mining economics, valuation metrics, and the emerging intersection with AI computing. We go through how a big bank like JP Morgan values miners, including possible costs and revenues, before focusing on AI/HPC and mining. Lastly, we finish on mining costs, dilution and relative valuations of the mining industry.
Timestamps:
00:00 Start
01:53 Fintech team at JPMorgan
02:42 Valuing mining companies
03:38 Analyst goals
06:11 Miner report
07:51 Economic models
12:40 Calculating operational costs
18:38 AI and costs
21:52 How liquid is the AI compute market?
25:36 Good metrics for miner valuation?
28:42 Payroll costs
32:29 Equity dilution
39:17 AI strategies
46:40 The power of existing PPAs
51:22 Highest & lowest gains
54:18 Are miners overvalued?
58:12 M&A activity
1:01:40 Price & hashrate predictions
Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!
👉Enjoying the show? Check out our newsletter at miningpod.blockspace.media!
👉 Check out Bitcoin Season 2 and The Gwart Show!
Follow our hosts on Twitter: @wsfoxley, @cbspears, @AsILayHodling, @MatthewKimmell
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Thank you to our sponsor, CleanSpark, America’s Bitcoin miner!
"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset.
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