Bankruptcies shake U.S. automakers as EV sales keep the sector afloat. Tariffs drive up housing costs, while AI investments raise bubble concerns. California passes a lighter AI law than the EU, Brickstorm malware threatens U.S. tech, and private markets heat up with mega-deals. Plus: a $55B Electronic Arts buyout, lithium mining policy moves, and a roaring IPO surge.

🎯 Highlights

* EV bankruptcies, auto loans, and housing tariff shocks

* AI funding frenzy—circular financing or bubble?

* California’s new AI law vs. strict EU rules

* Brickstorm malware cyber threat escalation

* Private market mega deals: healthcare, gaming, TikTok

* EA’s $55B buyout, lithium mining, IPO boom

📊 Timestamps

00:00 Welcome & Overview

00:28 Auto Bankruptcies & EV Tax Credits

02:02 Tariff Shocks on Housing Costs

02:52 Nvidia’s AI Investments & Bubble Risks

05:37 California AI Law vs. EU

08:12 Brickstorm Malware Risks

09:43 Healthcare AI, Gaming & TikTok Deals

12:29 Lithium Mining & Supply Chain Policy

13:41 IPO Market Revival & Major Filings

17:05 Closing Thoughts

📈 Key Data (Quick Take)

* $45K avg new car price, up 10–15% with tariffs

* Auto loan rates: 7.6% new, 15% used → defaults rising

* Nvidia’s $100B+ AI bet fuels circular funding fears

* Brickstorm malware undetected for 393 days

* EA’s $55B buyout sets private equity record

* 255 IPOs filed in 2025, up 75% YoY

👍 Enjoyed the insights? Like, comment your thoughts, and share with your network!

👇 For even more deep dives, Subscribe to Good Revenue and join the conversation!

* YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ

* Apple Podcasts: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473

* Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au

* Web: https://goodrevenue.io/goodrevenue

* Follow Neeta: https://www.linkedin.com/in/neetabidwai/

📚 SOURCES & LINKS:

* New CA AI Law: https://arstechnica.com/ai/2025/09/californias-newly-signed-ai-law-just-gave-big-tech-exactly-what-it-wanted/

* EU Act AI vs CA: https://www.euronews.com/next/2024/09/11/a-big-win-for-the-eu-how-californias-ai-legislation-compares-to-the-eu-ai-act

* Nvidia’s Investment Portfolio: https://www.cnbc.com/2025/09/26/nvidias-investment-portfolio.html

* Nvidia’s $100B Bet on OpenAI: https://www.reuters.com/business/nvidia-invest-100-billion-openai-2025-09-22/

* Nvidia-OpenAI Bubble Risk: https://fortune.com/2025/09/28/nvidia-openai-circular-financing-ai-bubble/

* OpenAI’s Tangled Dealmaking: https://www.cnbc.com/2025/09/28/a-look-at-openais-tangled-web-of-dealmaking.html

* Google on Brickstorm Hack: https://cloud.google.com/blog/topics/threat-intelligence/brickstorm-espionage-campaign

* Brickstorm Malware Steals Data: https://www.techradar.com/pro/security/under-the-radar-google-warns-new-brickstorm-malware-was-stealing-data-from-us-firms-for-over-a-year

* Chinese Cyber Campaign: https://cyberscoop.com/chinese-cyberespionage-campaign-brickstorm-mandiant-google/

* Auto Loan Rate Forecast: https://www.bankrate.com/loans/auto-loans/auto-loan-rate-forecast/

* Record Auto Loan Delinquencies: https://www.axios.com/2025/03/07/car-loan-payment-delinquencies-record-high

* Autos in Danger: https://www.wsj.com/business/autos/carmax-profit-plunge-signals-more-pain-ahead-for-tariff-

* Electronic Arts $55B LBO Deal Reuters: https://www.reuters.com/business/media-telecom/electronic-arts-go-private-55-billion-deal-with-pif-silver-lake-2025-09-29/

* IPO Market: https://stockanalysis.com/ipos/2025/

Hosted on Acast. See acast.com/privacy for more information.

Nvidia, the $4.3 trillion AI powerhouse, sits at the center of tech’s fiercest battles—leading a chip surge amid geopolitical scrutiny, Google’s $200B ad monopoly stares down breakup, while shocking $100K H‑1B visa fee proposal could raise $8.5B and disrupt global tech talent flows. Amazon denies unfair "dark patterns," TikTok races to finalize its U.S. deal with Oracle set to control the algorithm, & the US Federal Reserve resists politics. Meanwhile ,China’s electric vehicle surplus causes domestic & global problems while FDA fights $6 billion in drug company ad abuses.

🎯 WHAT YOU’LL LEARN

* Google antitrust and digital ad trial updates

* FTC subscription rules and Amazon’s defense

* Impact of the $100K H1B visa fee on US-India tech flows

* Nvidia’s AI strategy and China geopolitical risks

* TikTok’s US joint venture and trade questions

* Federal Reserve governance and rate hike pressures

* China’s EV surplus flooding global markets

* FDA’s pharma advertising crackdown

📊 TIMESTAMPS:

00:00 Market Overview

00:32 Google Monopoly Lawsuit in Ad Tech

02:28 FTC Click-to-Cancel Rule & Amazon Trial

04:40 $100K H1B Visa Fee Impact

06:22 Nvidia’s AI & China Challenges

10:00 TikTok US Algorithm & Deal Updates

11:44 Federal Reserve Structure & Policy

16:15 China EV Surplus & Trade Effects

17:18 FDA Targets Pharma Ads

18:57 Executive Summary & Takeaways

📈 KEY DATA COVERED→ Google controls 91-93% of publisher ad servers→ 85,000 H1B visas issued annually→ Nvidia’s $100B investment in OpenAI→ 13% of Nvidia revenue derived from China→ TikTok has 170M US users→ China produces 60% of global EVs with a 2M vehicle surplus

👍 Found this valuable? Like, comment, and share to join the conversation!

👇 Subscribe for sharp insights from Good Revenue!

  - Youtube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ 

  - Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 

  - Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au 

  - Web: https://goodrevenue.io/goodrevenue 

- Follow Neeta: https://www.linkedin.com/in/neetabidwai/

📚 SOURCES & DATA:

- Google search monopoly ruling: https://apnews.com/article/google-antitrust-search-engine-verdict-apple-319a61f20fb11510097845a30abaefd8

- DOJ push to force Chrome sale: https://apnews.com/article/google-search-monopoly-penalty-justice-department-84e07fec51c5c59751d846118cb900a7

- Amazon Prime fight: https://www.theverge.com/policy/782197/amazon-prime-ftc-consumer-protection-trial

- Smuggling AI chips to China https://carnegieendowment.org/emissary/2025/05/ai-chip-trump-gulf-uae-saudi-security-risk-good-deal?lang=en 

- AI Chips smuggling through SE Asia: https://foreignpolicy.com/2025/09/16/china-ai-smuggling-trump-southeast-asia/ 

- Senators raise Middle East AI alarm: https://www.reed.senate.gov/news/releases/lawmakers-raise-alarm-over-trumps-middle-east-ai-giveaway

- TikTok joint venture: https://www.npr.org/2025/09/22/nx-s1-5550152/tiktok-deal-joint-venture 

- FDA warning letters on ads: https://www.statnews.com/2025/09/17/fda-warning-letters-prescription-drug-ad-crackdown-staffing/

Full list:

Hosted on Acast. See acast.com/privacy for more information.

Quarterly financial reporting could disappear just as investor trust reaches historic lows. At the same time, AI companies face multi‑billion‑dollar copyright lawsuits, regulators are rolling back investor protection rules, and state‑sponsored Chinese hackers are targeting U.S. Congress. Transparency is shrinking, cybersecurity risks are rising, and global distrust is reshaping both markets and policy.

🎯 WHAT YOU'LL LEARN: Why corporate quarterly reports may be scrapped — and what it means for investors | How AI copyright lawsuits against OpenAI, Meta & Anthropic threaten the industry | Why cybersecurity defenses are weakening as hacks and breaches accelerate | What new surveys reveal about collapsing trust in global governance

📊 TIMESTAMPS:

00:00 Corporate Trust & Investor Confidence 2025

00:46 Quarterly Reports Debate

03:45 SEC Rollbacks & Investor Protection Risks

07:51 AI Copyright Lawsuits Explained — OpenAI, Meta & Anthropic

11:44 Cybersecurity Threats Escalate — Hacks Rising, Weakening Defenses

15:00 Global Trust Crisis 2025

17:58 Key Takeaways for Investors & Market Transparency

📈 KEY DATA & INSIGHTS:→ EU dropped quarterly reporting in 2013 → $1.5B Anthropic settlement blocked, lawsuits continue → U.S. cyber incident reporting rule delayed to May 2026 → 76% of Americans demand political reform, half doubt it will happen → 80% of Americans say political polarization is “extreme”

👍 Like, comment, and share if you want deeper insights and join the conversation!

___

👇 Subscribe for weekly business and tech news you can’t afford to miss:

Follow Good Revenue: 

  - Youtube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ 

  - Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 

  - Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au 

  - Web: https://goodrevenue.io/goodrevenue 

Follow Neeta: https://www.linkedin.com/in/neetabidwai/

___

📚 SOURCES & LINKS:

• Scrap quarterly financial reports: https://www.reuters.com/sustainability/boards-policy-regulation/trump-renews-calls-ending-quarterly-reports-companies-2025-09-15/
• The Man Who Broke Capitalism: https://bookshop.org/p/books/the-man-who-broke-capitalism-how-jack-welch-gutted-the-heartland-and-crushed-the-soul-of-corporate-america-and-how-to-undo-his-legacy-david-gelles/2fd03e52ed460c9f?ean=9781982176426&next=t 
• Meta training on pirated books: https://www.theatlantic.com/technology/archive/2025/03/libgen-meta-openai/682093/
• Full list: https://www.youtube.com/watch?v=RCLLk3Ju-pM

Hosted on Acast. See acast.com/privacy for more information.

AI investment has surpassed $400 billion, but the hype hides hard truths. Industries saw a 41% ROI early on—yet AI failures have doubled, cyber risks are exploding, and data centers will drain 12% of U.S. power by 2028. Why are top firms still stumbling? Could healthcare AI breakthroughs finally crack the code on real returns for other sectors?

🎯 WHAT YOU'LL LEARN: AI investment growth | ROI winners vs. failures | Data centers & energy impact | Security & ethical risks | Small data breakthroughs | Hybrid human‑AI workforce future

📊 TIMESTAMPS:

00:00 AI investment surge ($400B)

01:00 ROI gains vs. project failures

02:30 Data centers, energy impact & climate

04:00 AI security risks & ethical misuse

06:00 Healthcare AI breakthroughs in cancer & drugs

07:30 Walmart enterprise AI rollout & scaling lessons

09:00 Expert skepticism: ROI, regulation & AGI limits

12:00 Hybrid AI-human workforce future

📈 KEY DATA COVERED: → 42% AI project failures in 2025, up from 17% in 2023 → AI data centers consume 4% of power use, will 3X by 2028 → 65% failure rate on complex AI tasks in 2025 → 78% of experts doubt current AI path will yield AGI → 99.3% drug response prediction accuracy → 35% growth in AI‑assisted patents in 2024

👍 Found this insightful? Like, comment, and share to join the conversation!

___

👇 Subscribe for deep insights from Good Revenue!

• Follow Good Revenue:

- Youtube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ

- Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473

- Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au

- Web: https://goodrevenue.io/goodrevenue

• Follow Neeta: https://www.linkedin.com/in/neetabidwai/

💬 What do you think of AI’s future? Share below!

___

📚 SOURCES & DATA:

- Apple: https://machinelearning.apple.com/research/illusion-of-thinking

- Anthropic Claude: https://www-cdn.anthropic.com/4263b940cabb546aa0e3283f35b686f4f3b2ff47.pdf

- Hidden AI: https://arstechnica.com/ai/2025/05/hidden-ai-instructions-reveal-how-anthropic-controls-claude-4/

- AI Thinking: https://www.anthropic.com/research/tracing-thoughts-language-model

- AGI Skepticism: https://aaai.org/wp-content/uploads/2025/03/AAAI-2025-PresPanel-Report-Digital-3.7.25.pdf

- Mary Meeker: https://www.bondcap.com/report/pdf/Trends_Artificial_Intelligence.pdf

- AI Failures: https://www.gartner.com/en/newsroom/press-releases/2025-06-25-gartner-predicts-over-40-percent-of-agentic-ai-projects-will-be-canceled-by-end-of-2027

- NASA AI Safety: https://ntrs.nasa.gov/api/citations/20250001849/downloads/NASA-TM-20250001849.pdf

- S&P: https://telecomreseller.com/2025/03/13/sp-global-2/

- Salesforce: https://arxiv.org/pdf/2505.18878

- WEF AI Agents: https://www.weforum.org/publications/navigating-the-ai-frontier-a-primer-on-the-evolution-and-impact-of-ai-agents/

- MIT Energy: https://www.technologyreview.com/2025/05/20/1116327/ai-energy-usage-climate-footprint-big-tech/

- Critical Thinking Study: https://www.mdpi.com/2075-4698/15/1/6

- Cognition & Memory: https://onlinelibrary.wiley.com/doi/10.1002/brx2.30

- AI Chatbots: https://pmc.ncbi.nlm.nih.gov/articles/PMC11020077/

- OpenAI Misalignment: https://cdn.openai.com/pdf/a130517e-9633-47bc-8397-969807a43a23/emergent_misalignment_paper.pdf

- AI Swarms: https://osf.io/preprints/osf/qm9yk_v1

- AI Cheaters: https://asia.nikkei.com/Business/Technology/Artificial-intelligence/Positive-review-only-Researchers-hide-AI-prompts-in-papers

Full list: https://youtu.be/32-uTzeRHTw

Hosted on Acast. See acast.com/privacy for more information.

U.S. takes 10% of Intel as industrial policy pours $600 billion into chipmaking, yet generative AI drives financial disappointment with 95% of projects unprofitable. Plus, rising AI agent cybersecurity risks expose critical enterprise vulnerabilities, microcap public company fraud risks rise shockingly, and venture capital fundraising slows sharply in a tough tech investment climate. What does this mean for AI, chips, and markets?

🎯 WHAT YOU'LL LEARN: How U.S. government investments are reshaping semiconductors | The legal battle behind Nvidia and AMD export fees | China’s drive for self-reliance in AI chips | Why most generative AI projects are falling short | The resurgence of pump-and-dump schemes on public markets

📊 TIMESTAMPS:00:00 Introduction and Today’s Topics

01:01 US Industrial Policy and AI Chip Wars

07:03 MIT’s GenAI Efficacy Research Insights

11:27 AI Agent Security Threats Explained

13:16 Market Update: Pump-and-Dump Schemes Exposed

16:19 Venture Capital Fundraising Challenges

17:34 Conclusion and Farewell

📈 KEY DATA COVERED: → $600 billion invested in semiconductor projects across 28 states → Pentagon becomes largest shareholder in U.S. rare earth mine → Micron pledges $200 billion in R&D and manufacturing → MIT finds only 5% of 300 AI projects yield positive financial returns → Only 33% of first-time venture fund managers (2021 vintage) raised second funds; just 12% for 2022

👍 Found this useful? Like, comment, and share to keep the discussion going!

___

👇 More in-depth analysis? Subscribe to Good Revenue!

- YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ

- Apple Podcasts: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473

- Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au

- Website: https://goodrevenue.io/goodrevenue

- Follow Neeta on LinkedIn: https://www.linkedin.com/in/neetabidwai/

💬 What caught your attention? Drop your thoughts below!

_

📚 SOURCES & DATA:

- US Takes Equity in Intel: https://www.wired.com/story/trump-announce-intel-deal-equity-stake/

- 10% Stake in Intel: https://www.investopedia.com/trump-strikes-deal-giving-us-government-10-percent-stake-in-intel-11796059

- Industrial policy, deep dive into US history & Pentagon investment in rare earths mine: https://youtu.be/ml9YqIQ2Y4k

- Industrial policy, US takes a 15% cut: https://youtu.be/AZSXObEpt6o

- Deloitte report on semiconductors: https://www.deloitte.com/us/en/Industries/tmt/articles/2025-global-semiconductor-industry-outlook.html

- NVDIA Tells Suppliers to Stop Work on China AI Chips: https://www.euronews.com/next/2025/08/22/nvidia-reportedly-orders-suppliers-to-stop-work-on-china-ai-chip-but-says-new-chip-in-the-

- China Nervous: https://www.wsj.com/tech/nvidias-roller-coaster-for-china-ai-chips-takes-a-new-turn-833173e7

- No Backdoors: https://blogs.nvidia.com/blog/no-backdoors-no-kill-switches-no-spyware/

- MIT GenAI Divide report: https://mlq.ai/media/quarterly_decks/v0.1_State_of_AI_in_Business_2025_Report.pdf

- Fortune MIT report: https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/

- AI Agents Security Risk Zenity: https://zenity.io/research/agentflayer-vulnerabilities

- New Pump & Dump Scheme FT: https://www.ft.com/content/499d6417-7062-4e20-a18a-14365d3949e5

- Podcast: https://podcasts.apple.com/cy/podcast/the-new-pump-and-dumps/id1691284824?i=1000722997358&l

- 1st Funds Slump: https://pitchbook.com/news/articles/1st-time-vcs-face-2nd-fund-slump

- Secondary Markets Booming & Stalled: https://youtu.be/JvncVE5dB0U

- Zombie Unicorns Floundering: https://youtu.be/vvX5e9rtnIc

Full list: https://youtu.be/AHzDvISdKq8

Hosted on Acast. See acast.com/privacy for more information.

Tariffs battered the U.S. auto sector with $12B in losses, pushing average car prices to a record $50,000 and saddling automakers with $25B in new costs. Consumers now pay $5,200 extra per car as supply chains splinter and tech giants circle Google Chrome. Is this the turning point? Dive in for the numbers behind the chaos!

🎯 WHAT YOU'LL LEARN: Why your next car might cost more | How tariffs disrupt auto giants and EV dreams | The cross-border trade maze shaping car prices | Why Google Chrome is suddenly up for grabs | How global tech and auto rivalries are heating up

📊 TIMESTAMPS:

00:00 Welcome & What’s Happening in the Auto Sector

02:12 Tariffs and Supply Chain Shockwaves

03:45 The U-S-M-C-A Trade Maze Explored

05:21 Sticker Shock: Car Prices & Rising Insurance

07:09 How Tariffs Hit Ford, GM, Toyota & More

10:03 EV Incentives Vanish and What It Means

12:14 BYD vs. Tesla: Global EV Shakeup

14:32 Big Tech’s Bold Moves for Google Chrome

📈 KEY DATA COVERED:→ $16.5–$64B expected in government tariff revenue this year→ U.S. car imports now add $5,200 in cost per vehicle→ Ford reports $3B tariff losses, even with 80% domestic production→ BYD clocked 3 million+ EV sales globally, topping Tesla last year→ Tesla shares have dropped 7% as U.S. EV subsidies are stripped away

👍 Found value? Like, comment, share.

___

👇 More insights? → Subscribe to the show!

• Subscribe to Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ
• Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473
• Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au
• Web: https://goodrevenue.io/goodrevenue
• Follow Neeta: https://www.linkedin.com/in/neetabidwai/
• 💬 What's your take? Drop your thoughts below.

___

📚 SOURCES & LINKS:

• Auto Tariffs Impact, WSJ: https://www.wsj.com/business/autos/auto-industry-trump-tariff-impact-955ca0bf
• Tariff Costs on Automakers, NPR: https://www.npr.org/2025/07/30/nx-s1-5482857/automakers-eating-tariff-costs
• Auto Tariffs & Forecast, S&P Global: https://www.spglobal.com/automotive-insights/en/theme/automotive-industry-forecast/automotive-tariffs-impact
• Trump Tariff Updates, Cox Auto: https://www.coxautoinc.com/market-insights/the-trump-tariff-stance-has-shifted-where-are-we-now/
• US Auto Sales Trends, S&P Global: https://www.spglobal.com/automotive-insights/en/blogs/2025/07/us-auto-sales

Full list:

Hosted on Acast. See acast.com/privacy for more information.

The US took an unprecedented 15% cut of AI chip exports to China from Nvidia and AMD — a $23B market — in a shift that could ripple through tech & other industries. Sweeping 401k changes may turn everyday investors into the cash exit for stalled private equity deals & secondary markets. Plus, AI warfare ramps up and new US tariffs hit 60+ countries, redrawing the global trade map.

🎯 WHAT YOU'LL LEARN: Why Washington’s tech export deal breaks norms | Risks for 401k investments | How AI is changing espionage faster than defense | Logic behind expanding tariff targets | A financial backdoor that could touch your retirement

📊 TIMESTAMPS:

00:00 Welcome & What’s Ahead

00:39 US Revenue Sharing Deal with Big Tech

03:29 401k Shake-Up — Private Equity & Crypto Enter Retirement

07:59 AI Warfare — Global Espionage & Pentagon Response

10:41 Tariffs on 60+ Countries — US Trade Shift

13:43 Wrapping Up — Key Takeaways & What to Watch

📈 KEY DATA: → Nvidia China revenue: $17B; AMD: $6.2B/year → US Treasury gets ~$3.5B from AI chips share → Avg tariff: 18.6% for 60+ countries → Brazil & India hit with 50% tariffs 

👍 Found value? Like, comment, share.

_

👇 More insights? → Subscribe!

Subscribe to Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ

Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473

Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au

Web: https://goodrevenue.io/goodrevenue

Follow Neeta: https://www.linkedin.com/in/neetabidwai/

💬 What’s your take? Drop your thoughts.

_

📚 SOURCES & DEEP DIVES:

• Nvidia & AMD Deal: https://www.ft.com/content/a42115df-b599-4d48-8838-8aea6b448250
• US Cut of China Chip Sales: https://www.ft.com/content/cd1a0729-a8ab-41e1-a4d2-8907f4c01cac
• Nvidia, AMD to Pay US: https://www.reuters.com/world/china/nvidia-amd-pay-15-china-chip-sale-revenues-us-official-says-2025-08-10/
• Production Sharing Contracts: https://digitalcommons.law.ou.edu/cgi/viewcontent.cgi?article=1408&context=onej
• Private Equity Secondary Markets: https://youtu.be/JvncVE5dB0U
• Risks of Private Equity in 401(k)s: https://www.bankrate.com/retirement/trump-pushes-for-private-equity-in-401ks-opening-the-door-to-riskier-retirement-bets/
• Full list of sources:

Hosted on Acast. See acast.com/privacy for more information.

BLS slashes 258,000 jobs in biggest revision since COVID, with May jobs cut by 125,000 and June jobs dropping by 133,000. July sees slowest monthly job growth in nearly 5 years as survey response rates plummet, putting critical economic data under pressure. How will this reshape Federal Reserve policy, business strategy, and market forecasts? Tune in to Good Revenue for sharp insights! 🔍📉

🎯 WHAT YOU'LL LEARN:

Why BLS revisions derail job growth expectations | How falling survey response rates distort data accuracy | What drives routine job report revisions | Why reliable data impacts Federal Reserve and business decisions | How BLS is adapting data collection | What fluctuating employment stats reveal about the economy

📊 TIMESTAMPS:

00:00 Introduction and Overview

02:15 Breakdown of May and June 2025 Job Revisions

04:40 The Impact of Declining Survey Response Rates

07:50 BLS Data Collection Methods and Revisions

10:30 Implications for Policy and Business Planning

12:45 Economic Outlook and Data Integrity Challenges

📈 KEY DATA COVERED:

→ 258,000 jobs erased in largest revision since 2020, → May 2025 job gains fell from 144,000 to 19,000, → June jobs revised down from 147,000 to 14,400, → July 2025 added just 73,000 jobs — slowest growth in nearly five years, → Unemployment steady at 4.1% while labor force participation declines

👍 Found value? Like, comment, share.

___

👇 More insights?→ Subscribe to Good Revenue!

* Subscribe to Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ

* Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473

* Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au

* Web: https://goodrevenue.io/goodrevenue

💬 What’s your take? Drop your thoughts below.

___

📚 SOURCES & DEEP DIVES:

- BLS July 31 Jobs Revision Report, May-June 2025: https://www.bls.gov/news.release/pdf/empsit.pdf

- BLS August 1 July 2025 Employment Report: https://www.bls.gov/news.release/archives/empsit_08012025.htm

- BLS Historical Jobs Data & Revisions: https://www.bls.gov/web/empsit/cesbmart.htm

- BLS Seasonal Adjustment Methodology: https://www.bls.gov/cps/seas-methods.htm

- BLS Data Quality & Survey Operations: https://www.bls.gov/opub/hom/cps/data-quality.htm

- BLS Consumer Price Index (CPI) Data & Methods: https://www.bls.gov/cpi/

- BLS Employment Cost Index Early 2025 Report: https://www.bls.gov/news.release/eci.nr0.htm

- BLS Job Openings and Labor Turnover Survey (JOLTS): https://www.bls.gov/jlt/

- CBS News BLS Jobs Data Revisions: https://www.cbsnews.com/news/bls-jobs-report-revision-trump-fires-commissioner/

- https://youtu.be/T7jH4zSEdd4

- Fox Business Labor Dept Job Report Revisions Explained: https://www.foxbusiness.com/economy/why-does-labor-department-revise-jobs-reports-here-three-reasons

- CNBC July 2025 Jobs Report Slow Growth: https://www.cnbc.com/2025/08/01/jobs-report-july-2025.html

- Reuters US Labor Market Weakness Update: https://www.reuters.com/world/us/us-labor-market-cracks-widen-job-growth-hits-stall-speed-2025-08-01/

- WSJ July 2025 Jobs & Unemployment Snapshot: https://www.wsj.com/economy/jobs/jobs-report-july-2025-unemployment-economy-8bc3ad8e

- https://youtu.be/ml9YqIQ2Y4k

#economy #jobs #BLS #employment #economicdata #federalreserve #business #policy #goodrevenue #economiccrisis #jobsreport #explained #laborforce #wages #jobgrowth

Hosted on Acast. See acast.com/privacy for more information.

New US tariffs on Europe jump to 15% on cars, chips, & pharmaceuticals, China tightens rare earths hold, EU rolls out landmark AI laws, and JPMorgan shakes fintech with new data fees. What does it all mean for trade, tech, and policy? Get the latest insights now on Good Revenue. 🔍🌍

🎯 WHAT YOU'LL LEARN: Why the 15% US-EU tariffs raise trade costs | How China’s rare earth export limits maintain critical EU tech and defense bottlenecks | Why the EU’s AI Act leads global AI governance with stringent compliance standards & how Big Tech is reacting | How JP Morgan’s data access fees could threaten fintech startup survival and raise operational costs

📊 TIMESTAMPS:

00:00 Introduction to Global Power Plays

01:45 US-EU Tariff Deal Highlights and Reactions

04:30 EU-China Trade Tensions and Rare Earth Dynamics

07:15 EU AI Act Launch and Regulatory Implications

09:50 JPMorgan’s Fintech Data Access Fees Explained

12:10 Strategic Outlook on Trade, Tech, and Data Ecosystems

📈 KEY DATA COVERED:→ EU commits $750B in US energy purchases→ China controls 90% of global rare earth processing→ EU faces €300B annual trade deficit with China→ JP Morgan processes 2B monthly data requests→ New fees could exceed fintech revenue by 1000%

👍 Found this valuable? Like, comment, share.

___

👇 More insights?→ Subscribe to Good Revenue!

• YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ
• Apple Podcasts: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473
• Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au
• Website: https://goodrevenue.io/goodrevenue

💬 What do you think? Drop your thoughts below.

___

📚 SOURCES & DEEP DIVES:

• Breaking US-EU Tariff War & Trade Impact: https://apnews.com/article/eu-tariffs-united-states-15-prices-growth-31e52a6dda17f3b5d70475e1cd0002ca
• US Tariffs on EU: https://www.nytimes.com/2025/07/28/us/politics/trump-eu-trade-deal-france.html
• EU Trade Deal in Scotland: https://www.cbsnews.com/news/trump-european-union-trade-deal-reached-scotland/
• EU Trade Deal Market Reaction: https://www.reuters.com/business/autos-transportation/europe-incs-trade-deal-relief-tempered-by-tariff-reality-2025-07-28/
• JPMorgan Fintech Fees Overview: https://www.forbes.com/sites/jeffkauflin/2025/07/21/why-jpmorgan-is-hitting-fintechs-with-stunning-new-fees-for-data-access/

Full list on Youtube: https://youtu.be/T7jH4zSEdd4

Hosted on Acast. See acast.com/privacy for more information.

2025 was set for private equity’s comeback after a 37% rise in buyout deals in 2024. Tariffs and policy shifts stalled optimism, leaving $3.2T in assets trapped as exit activity dropped 53%, pushing investors toward secondary markets, now 30% of all buyout portfolios.

🎯 WHAT YOU'LL LEARN: Sycamore’s $23B Walgreens strategy opportunity | Why smart money pivots to continuation vehicles & GP-led deals | Secondary markets as profit hubs | Fed rate decisions’ impact on investment timelines

📊 TIMESTAMPS:

00:00 Introduction and Overview

00:26 Private Equity Liquidity Crisis

03:51 Secondary Markets Surge

05:51 Inflation Returns & Federal Reserve’s Dilemma

08:32 Strategic Outlook

📈 KEY DATA COVERED: → $3.2 trillion in unsold PE assets across 29k companies → Deal volume down 22%, value down 24% in Q2 → Only 12 secondary funds raised $38.8 billion while 215 still seek capital → June inflation hit 2.7% → Two Toma Bravo funds captured 20% of all capital raised

👍 Found value? Like, comment, share.

___

👇 More insights? → Subscribe to the show!

• Subscribe to Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ
• Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473
• Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au
• Web: https://goodrevenue.io/goodrevenue
• Follow Neeta: https://www.linkedin.com/in/neetabidwai/

💬 What's your take? Drop your thoughts below.

___

📚 SOURCES & DEEP DIVES:

- Bain Private Equity 2025 Trends: https://www.bain.com/insights/topics/global-private-equity-report/

- Bain Midyear PE Report 2025: https://www.bain.com/insights/private-equity-midyear-report-2025/

- Bain PE Recovery Outlook 2025: https://www.bain.com/insights/outlook-is-a-recovery-starting-to-take-shape-global-private-equity-report-2025/

- PwC PE Deals Outlook: https://www.pwc.com/us/en/industries/financial-services/library/private-equity-deals-outlook.html

- PwC PE Trend Report 2025: https://www.pwc.dk/da/publikationer/2025/pwc-private-equity-trend-report-2025-final.pdf

- PitchBook Q2 2025 PE Data: https://pitchbook.com/news/reports/q2-2025-global-pe-first-look

- S&P Global PE Secondaries Fundraising: https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/6/private-equity-secondaries-fundraising-struggles-to-keep-pace-with-demand-90991932

- CFR Inflation & Tariffs 2025: https://www.cfr.org/article/inflation-comes-home-roost-help-trumps-tariffs

- SF Fed Tariff Effects: https://www.frbsf.org/research-and-insights/publications/economic-letter/2025/05/effects-of-tariffs-on-inflation-and-production-costs/

- CNBC June 2025 CPI Report: https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html

- BLS Official CPI Releases: https://www.bls.gov/news.release/cpi.nr0.htm

- USAFacts Inflation Data: https://usafacts.org/answers/what-is-the-current-inflation-rate/country/united-states/

- Cleveland Fed Inflation Nowcasting: https://www.clevelandfed.org/indicators-and-data/inflation-nowcasting

Hosted on Acast. See acast.com/privacy for more information.