Charter ($CHTR) podcast mentions

1. Intelligence is a spectrum projected next 5 years forward. Where are we going to be? So I think a model like that would be dangerous in ways you are not seeing.

   Roman Yampolskiy · The Diary Of A CEO with Steven Bartlett · AI Debate Ed Zitron, Andrew McAfee, Nate Soares, Roman Yampolskiy · 2026-09-17

2. They put credible policy into place, and sometimes they have to assert themselves with a strong move. But if you can do it with a subtle move, they much prefer that. And so we are in an era where you need to tell the market, hey guys, 3% is not good enough, we want to be at 2%. And then he needs to be credible, and he took a step in that direction. I get it that some cynics will say, hey, that's not good enough, but that is exactly the sort of thing he needs to do. Now, at the other end of the spectrum, when he gets punched in the face, well, what the hell does that mean, right? Um, does it mean If the economy falls apart, he's going to lower rates? Yeah, I guess that's what he would do. But that's what he's supposed to do if that were to happen because inflation expectations were to plunge. Now, is it that if President Trump picked up the phone and saying, hey, you have to do this or I'll fire half the governors? No.

   Axel Merk · Thoughtful Money with Adam Taggart · SPECIAL REPORT: Fed Hikes Rates! | Axel Merk · 2026-09-17

3. Well, sir, I'm glad you brought that up. That video that you're asking about, you're asking about the video that was actually taken while the reporter was doing a live coverage. That video is probably the most important evidence that we have uh, discovered so far. And what we are going to do is get a pristine copy of that recording and send it to our recorders lab for a sound spectrum analysis. Because in that recording, we are clearly hearing sounds that are consistent with the engine changing its speed. And we're also hearing tones that are being generated that are likely, um, advisories to the pilot. So it's important that we get those that recording to our lab so that they can be downloaded and we can get to that factual evidence that way.

   Fabian Salazar · Meet the Press · Meet the Press NOW — September 16 · 2026-09-16

4. On the other side of our business, transactions like what we announced for the Yankees. We announced a very interesting transaction for Atlantic Aviation, which is arguably another business that I don't think is going to get disrupted. This is an airline— airport fixed-based operator of private aviation. Those are businesses that we think have, you know, amazing resilience. And so that's how we're trying to make sure that we are thoughtful on the debt side and on the equity side, being very, very thoughtful about, about disruption. You know, I'm often fond of saying we don't want to provide— take equity risk for a fixed coupon. And I think when you think about what's going on right now in a lot of the buildout across the whole spectrum, from the large language models to the racks and the chips, it's interesting to see Today, the gross margin is highest away from the models.

   Jim Souter · Bloomberg Surveillance · Bloomberg Surveillance TV: September 16th, 2026 · 2026-09-16

5. So the value that they have is this is a spectrum. That's what the telcos have. They have spectrum. And so basically, but that's a public good. So basically that's been given to them or they got it in auction. But there's a lot of spectrum you can buy. They have these auctions.

   Ron Baron · Squawk Pod · “Science of the AI Mind” & Ron Baron 9/16/26 · 2026-09-16

6. They say no. They say that they have small cells. But the bottom line is that the government, they forced EchoStar to sell their business because EchoStar was just accumulating spectrum and they thought it was going to be valuable and they were right. But they said, you don't have a plan to use it. You can't just keep that and bankroll and think you're going to get rich on that. So they forced them to sell to SpaceX. Now, what's going to happen, in my opinion, is that I think the government's soon going to come around to these telcos and say, hey, listen, guys, you can't just keep that spectrum when you're not going to be able to use it. And we need it.

   Ron Baron · Squawk Pod · “Science of the AI Mind” & Ron Baron 9/16/26 · 2026-09-16

7. They're not going to build out New York City. They, they can rent the spectrum that the telcos have. They can rent it from them or they can do it with small cells, they think. But the bottom line is they're experimenting this summer with new satellites that your phone is going to go direct, but it still doesn't get through walls and doesn't get to bathrooms in the middle of a building. So basically, they're going to have to do something else. But the government, I believe—

   Ron Baron · Squawk Pod · “Science of the AI Mind” & Ron Baron 9/16/26 · 2026-09-16

8. Yes, the government will say that. That's my theory. I don't— I haven't heard other people say that. But they did it with EchoStar. How are they not going to do it with someone? And when you use, you know, in the summertime, if you use spectrum and you're using it, you use your mobile at a certain time of day, this reception is terrible, it's slow. They can't compete without this huge increment in demand. So this increment in demand, what are they going to do when you're going to go from all these people going to want it all the time? Anyway, that's just this. That's just the—

   Ron Baron · Squawk Pod · “Science of the AI Mind” & Ron Baron 9/16/26 · 2026-09-16

9. That's not— I can't imagine. But on the other hand, they got great lawyers. And the one thing you learn in law school is the best lawyers always win. And the government doesn't have as good of lawyers as those guys do. So we'll see what happens. But I think that's what's going to happen or the government's just going to sell more spectrum.

   Ron Baron · Squawk Pod · “Science of the AI Mind” & Ron Baron 9/16/26 · 2026-09-16

10. Okay. Thank you very much, Diane. All like all of that setting us up for a Fed decision later today where the Federal Reserve is expected to raise interest rates for the first time in a few years. At least that That is what the bond market is pricing in right now. But I do think it's a little bit of a controversial move here. And certainly if you read some of the commentary on Wall Street, not everybody is on board with a hike, or at least not everyone thinks they should hike. I think more economists agree that they probably will, given some of the signals. But should they or should they not? Here is Standard Chartered with a note that they put out on the eve of the Fed meeting. The title of the note was Hiking is the Wrong Choice. And the quote we picked out there was the correct Fed policy decision in our view is straightforward. Stay on hold until the noise from tariffs and data revisions dissipates. A lot of people are making this case that what we're dealing with in this inflationary surge is a supply shock. It's from higher oil prices from Iran.

    Sarah Eisen · Squawk on the Street · 10AM Hour: DoD’s Emil Michael on AI Fears, Fed Decision on Deck, C-Suite Warns about Fuel Prices 9/16/26 · 2026-09-16

11. So there's sensitive stuff in here. And although some of the prompts I've seen as well, they're just like very banal and like, frankly, quite bad. If people are giving these prompts to ChatGPT, they're probably not going to get the best answer out. Some of them are very, very casual, but some of them are very, very detailed as well, which I think is, you know, obvious when ChatGPT has something like 900 million users, right? There's going to be a really wide spectrum of sort of the quality of these prompts. But regardless, the point is that some human somewhere, there is a good chance or sorry, there is a chance that a human is going to see these.

    Joseph · The 404 Media Podcast · Humans Are Reading Your ChatGPT Conversations · 2026-09-16

12. Ground News, in addition to being the sponsor of this episode of the Lawfare Podcast, is an app that lets you jump out of your media bubbles and see the blind spots that exist in whatever media ecosystem you operate. Ground News doesn't just show you what the news is, it shows you who's reporting the news, how many news sources are covering it, and how coverage is distributed across the political spectrum. For example, Ground News shows that there are 50 different sources reporting that Oman warned allies that ships going through the Straits of Hormuz might have to pay a fee. And the headlines are quite different depending on where you look. From right-leaning news sources, you get headlines like, "Ships face voluntary charges under plan for postwar Hormuz." From more left-leaning outlets, you get headlines like, "Oman tells allies ships going through Hormuz may have to pay.

    Speaker B · The Lawfare Podcast · Lawfare Daily: Far-Right Gains and a Political Reckoning in Germany · 2026-09-16

13. Ground News, in addition to being the sponsor of this episode of the Lawfare Podcast, is an app that lets you jump out of your media bubbles and see the blind spots that exist in whatever media ecosystem you operate. Ground News doesn't just show you what the news is, it shows you who's reporting the news, how many news sources are covering it, and how coverage is distributed across the political spectrum. For example, Ground News shows that there are 50 different sources reporting that Oman warned allies that ships going through the Straits of Hormuz might have to pay a fee. And the headlines are quite different depending on where you look. From right-leaning news sources, you get headlines like ships face voluntary charges under plan for postwar Hormuz. From more left-leaning outlets, you get headlines like Oman tells allies ships going through Hormuz may have to pay.

    Speaker B · The Lawfare Podcast · Lawfare Daily: Far-Right Gains and a Political Reckoning in Germany · 2026-09-16

14. Ground News, in addition to being the sponsor of this episode of the Lawfare Podcast, is an app that lets you jump out of your media bubbles and see the blind spots that exist in whatever media ecosystem you operate. Ground News doesn't just show you what the news is. It shows you who's reporting the news, how many news sources are covering it, and how coverage is distributed across the political spectrum. For example, Ground News shows that there are 50 different sources reporting that Oman warned allies that ships going through the Straits of Hormuz might have to pay a fee, and the headlines are quite different. Depending on where you look. From right-leaning news sources, you get headlines like, ships face voluntary charges under plan for postwar Hormuz. From more left-leaning outlets, you get headlines like, Oman tells allies ships going through Hormuz may have to pay.

    Speaker B · The Lawfare Podcast · Lawfare Daily: Far-Right Gains and a Political Reckoning in Germany · 2026-09-16

15. The Brits kind of felt they'd kind of fallen behind another Protestant country, the Dutch. And this is time of huge religious tumult. The Dutch famously sailed in and razed the royal shipyard in England. So it was this sense that the Dutch, this tiny country that wasn't even a country until recently, have surpassed us. So a lot of the elite in England basically— I mean, I use the phrase copy and paste, but that's what they did. They imported a Dutch prince and copied over a lot of Dutch financial practices and ideas. So that's led to the birth of the Bank of England, for example. I mean, it was still a state-chartered but private bank then, but they also started moving towards a more consolidated holistic bond market. It took a long time, but eventually we saw the birth of something called consolidated annuities because there was all these different annuities, as they were called, consolidated to one pool. And they used to pay sort of 4 or 5%.

    Robin Wigglesworth · Top Traders Unplugged · IL53: How Bonds Quietly Built the Modern World ft. Robin Wigglesworth · 2026-09-16