Poli My Pookie

https://t.me/VAGABONDdota
https://t.me/VAGABONDdota
https://t.me/VAGABONDdota

ᴦᴧуɯу яᴦу ʙ ᴄᴇᴩых ɯоᴩᴛᴀх 𝐦𝐲 𝐛𝐢𝐠 𝐛𝐚𝐥𝐥𝐬 
ᴋᴀᴋ ᴛоᴨ-ʍодᴇᴧь ϶ᴄᴛᴩᴀды, ʍиᴧᴧионы ᴨоɯᴧых ᴨоз 
ᴛы ᴄᴧиᴧᴀ ʙᴄᴇʍ ʍой ᴨᴇниᴄ, он ноᴩʍᴀᴧьно ᴛᴀᴋ ᴨодᴩоᴄ 
зᴀбудь ʙᴄᴇ чᴛо ᴛᴇбᴇ ɸоᴛᴋᴀᴧ, ϶ᴛо быᴧо нᴇ ʙᴄᴇᴩьᴇз 
ᴋᴀᴛᴀю, ᴋᴀᴛᴀю  ʙ ᴄᴇᴩых ɯоᴩᴛᴀх 𝐦𝐲 𝐛𝐢𝐠 𝐛𝐚𝐥𝐥𝐬

https://t.me/VAGABONDdota
https://t.me/VAGABONDdota
https://t.me/VAGABONDdota

spunch rose

ㅤ            ƸӜƷ                 ☁️
ㅤㅤㅤㅤㅤㅤкорчусь будто джокер  •`_´•
∵ㅤㅤ  ò_ôㅤㅤㅤㅤㅤㅤ 
ㅤㅤㅤㅤʍы виртим ᴦдᴇ-ᴛо ᴨод ᴨиᴛᴇᴩоʍㅤㅤㅤ∵
ㅤㅤㅤㅤㅤㅤㅤㅤㅤㅤ
ㅤㅤ∵ㅤㅤㅤㅤㅤмоя голая невеста        ∵
ㅤㅤㅤㅤㅤㅤㅤㅤ    ✿ڿڰۣ—
∵ㅤㅤㅤㅤㅤкинул пенис из ᴨᴩинциᴨᴀ ⌯⌲      ∵
ㅤㅤㅤㅤㅤㅤㅤㅤ
ㅤㅤㅤㅤㅤㅤㅤха закинул сразу два
ㅤㅤ∵ㅤㅤㅤㅤㅤㅤ                    ∵
ㅤㅤ       чуʙᴄᴛʙо чᴛо ᴄᴛᴀноʙᴧюᴄь ᴨᴩинцᴇʍ ♕  
ㅤㅤ∵ㅤㅤㅤㅤ   ㅤㅤ                               (꒡⌓꒡)   ∵
ㅤㅤㅤ ㅤㅤㅤзабиваю хуем то что    
ㅤ ∵ㅤㅤㅤщя находится близко. . .       ∵
  ┬──┬ ノ(ò_óノ)
ㅤ           ___..
  ..--""" ._ .'
              "-..
            '"--..";
 ___        '--..."";
    `-..__ '"---..._;"
          """"----'

#JKR snippet

Truffe a danni dei contribuenti nel Texas degli anni 80, cose che fanno impallidire il bonus 110 e le trovate edilizie dei furbetti nostrani.

E' un esempio storico di come le garanzie statali vengono abusate creando dei monopoli di approfittatori. La cosa interessante è che, quando la prima bolla edilizia attorno a Dallas scoppiò, un giovane Lewis Ranier dei Salomon Brothers comprò i debiti che stano per fallire a pochi centesimi sul dollaro e li raggruppò con almeno uno che aveva la speranza di salvarsi e di avere la garanzia statale.. creando così le mitici "mortgage backed securities", che si espansero da un giro di 200M a fine anni 80 fino a 4T nel 2007.. 

Di bolla in bolla!

Arriva poi il mitico  @ggcripto   e parliamo un po' di Fed e di quanto poco ci piacciono le intrusioni statali nel libero mercato.

Truffe, fallimenti e speculazione dal Texas con furore! Bitcoin Cabana ep 6.1

Show from 09/05/25

Host Jeremy Schwartz and Professor Siegel discuss the latest job report, which showed weaker-than-expected numbers, particularly in manufacturing and healthcare. The Professor highlights that while the household survey showed a gain, it's too volatile to weigh heavily. He emphasizes that the labor market is softening, which aligns with the bond market's pricing-in of rate cuts at upcoming Fed meetings. Siegel also notes productivity data remains unimpressive despite a recent bounce and reiterates his belief that equity markets remain in a bull phase, supported by anticipated rate cuts and broader AI optimism. (11:51) Jeremy is then joined by Sam Rines and Jeff Weniger, who analyze consumer behavior through companies like Costco and Lululemon, noting that middle- and upper-income consumers remain resilient. They dive into the struggles of traditional staples like Kraft-Heinz and Pepsi, which are facing breakup speculation and activist investor pressure, while also discussing historical examples of value creation through corporate spin-offs. The conversation expands to gold and gold miners, which are benefiting from central bank buying, falling interest rates, and improved operational efficiencies. In the second half of the episode, Blake Heimann and Chris Gannatti join to unpack insights from a tech conference, highlighting AI infrastructure trends, chip supply dynamics, and the rising relevance of companies like NVIDIA, Broadcom, and SoftBank. They also explore pressures in the software sector from private competitors and ongoing leadership transitions. The group discusses how firms are building agentic AI workflows atop specialized datasets, creating opportunities and risks as Big Tech integrates AI across platforms. The show closes with a detailed conversation on AI compute economics, GPU payback cycles, and the sustainability of massive CapEx spending in AI infrastructure.

Blake Heimann on LinkedIn: https://www.linkedin.com/in/blakeheimann/?originalSubdomain=uk

WisdomTree: https://www.wisdomtree.com/investments

Will AI Peak Eventually Rival 2000 Bubble Levels?

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pepeGRIZZLY - ANT DANCE - prod  - ( imsickofvader )

Puntata dedicata alla raccolta fondi! Copriamo anche un esempio, elevenlabs.

Archetipi dei founders, cosa piace ai VC? Bitcoin Cabana Podcast ep 3.3

Revisione posizione uranio, togliamo dalla salita o lasciamo correre? La domanda di energia da parte dell'AI come ci influenza?

Ritorno al nucleare ☢️☢️☢️! Bitcoin Cabana Podcast ep 06.05

Il treno AI è bello che partito e con multipli che non m hanno mai convinto. Però che cosa dovrà essere prodotto in grande quantità sia che OpenAI sopravviva sia che fallisca? Questa puntata mi è partita guardando dei benchmark tra cluster di Mac mini e cluster di GPU. Per via della memoria unificata i Mac mini avevano delle performance, per alcuni task, uguali o migliori delle GPU. Non per la potenza di calcolo ma per via il bottleneck ridotto nello spostare informazioni tra le varie memorie, dato che appunto hanno un blocco di memoria unico per tutto. E quindi nasce la curiosità del Cabana verso le memorie, quali sono i tre player maggiori e dove verranno installate oltre che nei datacenter?

Memorie RAM i badili per l'AI? Bitcoin Cabana Podcast ep 6.6

Sydney Sweeney, memorie RAM, gossip dalla bolla, non ci facciamo mancare niente.

Bagarre al Cabana, il ritorno di Fede! Bitcoin Cabana Podcast ep 06.07

yaboipepeGRIZZLY is more than just an artist—he’s a force to be reckoned with. Combining raw emotion with hard-hitting beats, his sound is an unforgettable blend of trap, hip-hop, and experimental vibes. With every track, he brings a unique energy that speaks to the underdog in all of us—the dreamer, the fighter, the one who never gives up.

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😁👇🟥⬛️ALL MY LINKS BELOW 🟥⬛️ 👇😁

Я Спанч, заикающийся дотер из Тюмени. Люблю аниме, исекаи, хентай и дагон в каждой катке. Надо мной угарают за дикпик и за мою внешность, но я держусь. Батя — начальник завода, орёт своим старческим голосом. Мать — жирная, Илья — брат на БМВ, Саня — ровный пацан с зеками. Раньше жил с бабушкой. С типами сидел у костра, слушал Цоя. В клане за мной Джаст — наш главный тип. Ношу шторки и Balenciaga. Моё место — дота и раст. Мои друзья : Ренат — картавый растер из ПТУ. Егор Г - обидчивый терпила.

Jeremy Schwartz, Global Chief Investment Officer at WisdomTree and Jeremy Siegel, professor of finance at Wharton and author of Stocks for the Long Run, host this long-running podcast that dives into the how and why of market performance with leading economists and market strategists to inform you what’s ahead for the economy and your portfolio.
Regularly joining the two Jeremys is the Deep Rooted Macro Team that decodes the forces shaping markets and portfolios worldwide.
Chris Gannatti, CFA, Global Head of Research, offers an analytical and thematic edge—bridging macro trends with on-the-ground technology and innovation. Whether unpacking the infrastructure powering the AI age or latest biotech breakthroughs, Chris translates complexity into conviction.
Jeff Weniger, CFA, Head of Equity Strategy, injects the pulse of behavioral markets and valuation discipline. With sharp macro instincts, Jeff dissects cycles, sentiment, and structural change with trademark clarity and wit.
Sam Rines, Macro Strategist for Model Portfolios, ties the threads together—linking policy, politics, and portfolio construction. His pragmatic macro lens captures how geopolitics, industrial policy, and energy dynamics flow into real-world GeoAlpha.
Together, the Deep Rooted Macro squad creates a fusion of rigorous research, accessible insights, and genuine debate.
Behind the Markets provides a regular masterclass in how the world really works beneath the surface of prices, data, and headlines. Tune in to hear where the Deep Rooted Macro team sees the next big shifts taking root.

Podcast: siediti al tavolo con Thomas Rossi e Federico Francolini, discutiamo macro economia, fare impresa e di come #bitcoin sta stravolgendo tutto!

New tracks tagged #macro