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Buzzer beater for future USF Don Andrew Hilman. Impossible shot. Final: Riordan 53, St. Ignatius 51. ⁦Riordan Athletics⁩

Mitch Stephens

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52,146 views • 8 months ago •via X (Twitter)

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This week Jordi Visser breaks down why bitcoin and stocks refused to crash even as the Fed hiked rates. We also discuss why AI agents are now driving crypto's next leg higher and why the real "AI bubble" lives inside just two companies. Then we get into Andrew Yang's bombshell AI lab claims and why Jordi remains a bitcoin maxi for the next 30 years. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:51 - Why bitcoin & stocks didn't crash when the Fed hiked rates 4:44 - The liquidity cycle is broken (there are no more recessions) 14:34- AI agents solve impossible problems & what it means for the future 23:18 - Andrew Yang's AI lab bombshell claim 33:21 - Instinct AI & the rise of agent-run personal assistants 40:10 - Recursive self-improvement: AI outpacing human comprehension 43:22- Why Jordi is a bitcoin maxi for the next 30 years 48:06 - Bitcoin vs altcoins: are AI agents the new demand source? 55:54 - What would make Jordi change his mind? 1:02:33 - Bitcoin back above $80,000 & Jordi launches his crypto research

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266,989 views • 8 months ago

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135,620 views • 28 days ago

. Derek Thompson and Tweets from Zach Weinberg discuss the tariff withdrawal and America’s future (00:00) Intro (00:20) Trump's Trade Policy and Its Implications (01:30) The Uncertainty of Tariff Policies (02:12) Impact on American Manufacturing (05:15) Stock Market Reactions (07:00) Debating the Effectiveness of Tariffs (10:02) Wall Street vs. Main Street (18:44) Housing and Healthcare Challenges (34:53) Historical Context of Housing Regulations (41:48) The Reality of Construction Jobs (42:35) The American Dream and Housing Costs (42:57) The 30-Year Mortgage and Its Impact (43:48) Comparing Home Ownership to Stock Market Investments (45:14) Political Reception of the Book 'Abundance' (46:17) Pro-Business Democrats and Government's Role (48:38) The Need for Aggressive Democratic Leaders (51:18) The Importance of Economic Growth (01:01:26) Debating Government's Role in Industrial Policy (01:03:34) Challenges in the Semiconductor Industry (01:13:19) The Housing Problem in New York City (01:15:26) Conclusion and Final Thoughts

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Dave Smith reveals what Charlie Kirk really said behind closed doors about Israel and Netanyahu. "Alright Charlie, so you know what it is already dude, right?" (0:00) Dave Smith's New Political Transition (2:33) Why Dave Put a Pause on Comedy (9:31) The Line Between Dark Comedy and Hateful Speech (11:13) Why Charlie Kirk Allowed a Debate on Israel (15:08) Charlie Kirk's Dilemma: Young Audience vs. Pro-Israel Donors (20:13) Setting Up the Debate for a Win (23:00) Netanyahu's Lies vs. Kooky Conspiracies (33:07) The Most Likely Suspect: A Left-Wing "Psychopath" (39:01) The Suspicious Distraction (42:21) Sources Confirm Charlie Feared for His Life (45:27) Israel's History of Assassinations and Provocations (49:14) The Hypocrisy of Celebrating Kirk's Death vs. George Floyd (53:00) The Surprising Decency of the "Hateful" Far-Right (59:02) A Plea Against Violence and Overreaction (1:06:11) How the Pro-Palestine Left is Playing into Netanyahu's Hands (1:09:04) The Hidden Cost of Taking "The Deal" (Selling Your Soul) (1:13:20) The Future of New Media (1:18:51) Final Reflection

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SNEAKO

233,792 views • 1 year ago

Excellent write-up. "Fired as banker. Then 90 deals and A$50m of EBITDA" Brett worked at several accounting firms and became frustrated by their management and ownership structures... left and launched his own. Brett Kelly initially expected to own 75% but changed the structure to 51% for Kelly+Partners and 49% for the local partner. An owner who wants to fully cash out will never take this deal, but those who want more upside will find that selling 51% makes total sense. It's important to add that KPG targets 35% subsidiary EBITDA margins, compared with an industry average of roughly 18% to 19%. Enjoy. Timestamps: 0:00 Brett Kelly's early years and losing his job at 22 3:57 Writing to 80 successful Australians while unemployed 9:13 The moment Brett decided to start his own firm 12:24 Launching Kelly Partners with a clear long-term vision 13:22 Inspired by Disney, McDonald's, Ritz-Carlton & Berkshire Hathaway 17:10 Choosing the right clients and creating a business system 18:36 The 204-step operating system behind Kelly Partners 19:01 The acquisition strategy: becoming #1 or #2 in local markets 24:05 Winning clients through a differentiated value proposition 28:27 Lessons learned from 95 acquisitions 29:06 Why the 51/49 ownership model works 31:39 What types of firms Kelly Partners acquires 32:59 Capital allocation and building a capital-efficient roll-up 34:30 Doubling profits after acquisitions: the biggest lever 35:18 AI, accounting, and the future of professional services 36:28 Permanent capital vs. traditional private equity 37:20 Brett's biggest challenge today: financing growth 37:53 Kelly Partners' 17-step hiring process 38:28 The future: building a global accounting platform 39:45 Focus, systems, and operating at world-class standards 41:17 Why passion and meaning matter in business 43:05 How accountants can genuinely improve people's lives 44:24 Final thoughts on leadership, culture, and making a difference 45:32 30% revenue CAGR, 35% book value growth & 90+ acquisitions

Excellent write-up. "Fired as banker. Then 90 deals and A$50m of EBITDA" Brett worked at several accounting firms and became frustrated by their management and ownership structures... left and launched his own. Brett Kelly initially expected to own 75% but changed the structure to 51% for Kelly+Partners and 49% for the local partner. An owner who wants to fully cash out will never take this deal, but those who want more upside will find that selling 51% makes total sense. It's important to add that KPG targets 35% subsidiary EBITDA margins, compared with an industry average of roughly 18% to 19%. Enjoy. Timestamps: 0:00 Brett Kelly's early years and losing his job at 22 3:57 Writing to 80 successful Australians while unemployed 9:13 The moment Brett decided to start his own firm 12:24 Launching Kelly Partners with a clear long-term vision 13:22 Inspired by Disney, McDonald's, Ritz-Carlton & Berkshire Hathaway 17:10 Choosing the right clients and creating a business system 18:36 The 204-step operating system behind Kelly Partners 19:01 The acquisition strategy: becoming #1 or #2 in local markets 24:05 Winning clients through a differentiated value proposition 28:27 Lessons learned from 95 acquisitions 29:06 Why the 51/49 ownership model works 31:39 What types of firms Kelly Partners acquires 32:59 Capital allocation and building a capital-efficient roll-up 34:30 Doubling profits after acquisitions: the biggest lever 35:18 AI, accounting, and the future of professional services 36:28 Permanent capital vs. traditional private equity 37:20 Brett's biggest challenge today: financing growth 37:53 Kelly Partners' 17-step hiring process 38:28 The future: building a global accounting platform 39:45 Focus, systems, and operating at world-class standards 41:17 Why passion and meaning matter in business 43:05 How accountants can genuinely improve people's lives 44:24 Final thoughts on leadership, culture, and making a difference 45:32 30% revenue CAGR, 35% book value growth & 90+ acquisitions

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35,952 views • 2 months ago