Delta ($DAL) podcast mentions
Basically. Number 1, give independent third-party evaluators access to AI companies. So they can verify safety practices. He calls out METER, which drew a lot of attention because people were debating how independent METER is. There's some METER employees who have worked at OpenAI, have worked at Anthropic. There's people that work at Anthropic who worked at METER. Like, it's all very much a revolving door with these AI safety groups and then the AI labs. You go back and forth depending on what you're interested in. So, not as independent as like, oh yeah, we're going with an accounting firm who, you know, doesn't really have an opinion about the, like, the AI future. These are all people who are deeply embedded in the discourse, which could be a huge benefit because they take the stuff really seriously. Could also lead to some— what people flagged as like conflicts potentially. But still some optimism from the community around what that would look like. Two is Frontier Labs in Democratic companies should work together with the government's help to establish AI safety standards. And this was the one that people were going back and forth on. Do the labs actually need government approval from this? Dean Ball was talking a little bit about the Sherman Antitrust Act. There are very clear rules about companies agreeing to do really anything in concert with each other. This is the number one reason that you don't want monopolies and cartels forming is that if all of a sudden, you know, oh, you know, American Airlines and Delta and United all say, yeah, we, you know, for safety reasons, we should have fewer flights. It's like, okay, well, what would that do to the market? Probably drive up their margins because there's less flights, charge more for them. They have fixed costs. So, you could very clearly see that collusion in that market would lead to more profits for them. And more harm for the consumer. That's where the Sherman Antitrust Act came from. We flagged this a week or two ago that like even, even though it seems like, oh well, if Demis and Dario and Sam and Elon all agree like this should just happen, that's not a problem. There are actual legal and federal regulatory rules that might need to be adjusted or waived for something like this to happen.
John Coogan · TBPN · The “Pace AI” Debate | Diet TBPN · 2026-09-14Basically. Number 1, give independent third-party evaluators access to AI companies so they can verify safety practices. He calls out Meta, which drew a lot of attention because people were debating how independent Meta is. There's some Meteor employees who have worked at OpenAI, have worked at Anthropic. There's people that work at Anthropic who worked at Meteor. Like, it's all very much a revolving door with these AI safety groups and then the AI labs. You go back and forth depending on what you're interested in. So, not as independent as like, oh yeah, we're going with an accounting firm who doesn't really have an opinion about the AI future. These are all people who are deeply embedded in the discourse, which could be a huge benefit because they take the stuff really seriously. Could also lead to some— what people flagged as like conflicts potentially. But still some optimism from the community around what that would look like. Two is Frontier Labs and Democratic companies should work together with the government's help to establish AI safety standards. And this was the one that people were going back and forth on. Do the labs actually need government approval from this? Dean Ball was talking a little bit about the Sherman Antitrust Act. There are very clear rules about companies agreeing to do really anything in concert with each other. This is the number one reason that you don't want monopolies and cartels forming. Is that if all of a sudden, you know, oh, you know, American Airlines and Delta and United all say, yeah, we, you know, for safety reasons, we should have fewer flights. It's like, okay, well, what would that do to the market? Probably drive up their margins because there's less flights, charge more for them. They have fixed costs. So, you could very clearly see that collusion in that market would lead to more profits for them. And more harm for the consumer. That's where the Sherman Antitrust Act came from. We flagged this a week or two ago that this might like, even, even though it seems like, oh, well, if Demis and Dario and Sam and Elon all agree, like, this should just happen. That's not a problem. There are actual legal and federal regulatory rules that might need to be adjusted or waived for something like this to happen.
John Coogan · TBPN · The "Pacing AI" Debate | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal & Ben Gilbert, Faraj Aalaei · 2026-09-14So there's, there's so many of those. I'm not— we've made a couple of very successful cybersecurity investments. We backed Doug Song at Duo Security and he built a huge business. Andrew Peterson at Digital Sciences. And literally, like, I think that like the biggest risk today might actually be a cybersecurity attack, like the biggest global risk. I mean, think about it. People get mad when for a day or for like 3 hours they can't buy an airplane ticket on Delta. Because, you know, the CrowdStrike Microsoft update. Now imagine the internet goes down for like 3 days.
Donald Trump · TBPN · The "Pacing AI" Debate | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal & Ben Gilbert, Faraj Aalaei · 2026-09-14Yeah, that's right. So as of our last financials, which came out the, uh, in, in the end of August, uh, we had between cash and then cash that is in escrow, uh, we had $9.4 million Uh, we have roughly, if you take just the, uh, the number of shares that we have and take it by the, uh, the daily price, we have roughly $22 million in equities. Uh, the bulk of that is Vizsla Copper, uh, and then ICG Silver and Gold, uh, is in there as well, which is an asset we really like called Tuscarora. And that's being nicely run. They're drilling that as we speak. So we're excited to see drilling coming from them. Vizsla Copper, uh, being the bulk of that. Yes, we sold them the Palmer deposit. They just put out a fantastic hole. Coming out of Palmer as well as their BC project as well. Really good long runs out there. So very happy to see what Vizsla and Craig and team are doing out there. They also just announced a transaction that looks like it's pending with Agnico Eagle where they picked up the Delta project up in Alaska. Looks to be a couple million ounce gold deposit up there. So historic, but definitely very interesting and makes Agnico a big shareholder. Including they're going to subscribe for $5 million of the financing as well. So very happy with the work that they're doing. Believe that transaction is still pending, but from our seat, suspect that that gets done in short order as well.
Warwick Smith · Mining Stock Daily · American Pacific Mining's High-Grade Step-Out Points to a Larger System at Madison · 2026-09-14We have the crop diversity and we have the water. The World Wildlife Foundation has called the Mid-South where we are, the Delta, the new California, because we are now seeing more specialty crops interest because of the, you know, water and irrigated land, you know, anything from sweet potatoes to edamame to now blueberries. But, you know, and also your staples—corn, cotton, rice. Arkansas has now taken over the largest rice-growing state in the country. Used to be California, as I mentioned, but now it's Arkansas because of that water issue. So, so different geographics are in different geographic areas, different, have different constraints. The Midwest has really high-quality soils, not taking anything away from, from that, but they are weather-dependent. And when you see droughts and other things, those, those farmers tend to suffer. Where if you have irrigated land like we do, um, in the Mid-South, you can you can withstand weather events and still, you know, have a plentiful crop.
John Ferris · Monetary Matters with Jack Farley · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland · 2026-09-11Yes, I think so. And it doesn't hurt that China's began purchasing again. So prices are such that farmers look at it right now. And at, you know, close to $13 a bushel with lower input costs, you know, depending on yields, feel like they can make a good profit per acre. But yeah, that's, that's a factor. Certainly, you had folks stay away from rice, if prices come down, and input costs go up. But, you know, that all switches, you know, you know, prices because so you had such low planting of rice acres, rice acres in 2025. That's why you see prices now spike back up because, you know, that's that and the Super El Niño that we talked about. You know, it's going to be hard for countries that are normally major exporters of rice around the world. With weather conditions to be able to export as much rice as they maybe traditionally have because of what is expected to be a drier or lack of a monsoon season in India and other parts of the world that rely on weather to grow rice. So all those factors play into it. That's the fascinating thing about commodities. And, you know, being an economist, seeing how this all works firsthand, you can crush a bean soybean in the Delta or the Mid-South and, you know, gets, gets on a boat and or gets crushed at the port, grow it on the farm, crushed at the port, sent over as liquid feed for animal feed over in China that, you know, or other parts of the world, you know, but the bean, what, you know, the U.S. has such, such great farming infrastructure that we're able to export throughout the world.
John Ferris · Monetary Matters with Jack Farley · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland · 2026-09-11Look, man, I'm gonna be real with you. Nicky Lube is burning a lot of cash right now, and thankfully today's sponsor is there to help me out. If you're a business owner and those expenses are getting a little wild, a little crazy, and maybe, just maybe, only one person has patronize your business, and it's yourself, then you might need today's sponsor, Delta Capital Group. Sometimes you just need access to capital now, and you don't have time for all the hoops that a bank's going to put you through. If your business generates at least $25,000 in monthly revenue— little Nikki Loops a little short— you can apply for business funding from Delta Capital in a few clicks, get an approval in minutes, and get funds wired within the hour with no impact on your personal credit. Buying equipment like the correct socket wrench to remove the oil filter and make sure it doesn't leak afterwards. Stocking up on inventory like oil. Expanding your business like adding a bay. Or taking on your next big opportunity. Delta Capital can approve up to $500,000 in business fundings in under 5 minutes. And wire those funds within the hour. So if your business is generating $25,000 or more a month, click the link in my description or scan the QR code to apply for funding.
Filippo · THIS CAR POD! with Doug DeMuro & Friends! · New Ford Bronco Leaked? $5,000 Maserati? New Audi A2! Grand Tour Thoughts! · 2026-09-11Yeah, I get— you get that, you get that from the airlines as well. That, right, like I think Delta is expanding the business class.
Jens Nordvig · The Compound and Friends · The Most Interesting Macro Moment of My Lifetime with Jens Nordvig · 2026-09-11So where I go is it just, whenever I think about that, I think about how blessed and under, blessed we are that we get to vote and how much we underappreciate just what a powerful construct it is. Right. I agree. Anyways, I, so there's a long-winded way of, I think I would like to see a law I've been thinking a lot about the midterms. I don't think anyone should get— or they should have reduced benefits. I don't think anyone should have a social media account if they don't vote. There are certain countries where you have to vote. And I think especially— and I think this infects the left as much, if not more, than the right— the delta between the amount of bitching on social media and into a mic relative to actual actions, that delta Delta is growing broader and broader. And one simple way to somewhat narrow that delta is for God's sakes, vote.
Scott Galloway · Pivot · Trump's 9/11 Fiction, a Major AI Warning, and Apple's Foldable iPhone · 2026-09-11My mission is simple: to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramerica. Oh, do you mind, friends? I'm just trying to make you some money. My job is not just to entertain you, but to educate you. So call me at 1-800-743-CNBC or tweet me @JimCramer. Many years ago, at a meeting in the training program at Goldman Sachs, we were being quizzed about our knowledge of the markets. The instructor, Dave, tough as nails Dave, pointed at me and said, Jim, What's the principal determinant of the price of the stock of Delta Airlines? Wheelhouse, right in my wheelhouse, like a big fat pitch, a curve that hangs, and I can visualize the ball rising to the upper deck as I talk. Dave, I told him, Delta, which traded at $34 with a P/E of 7, is hostage to the price of oil and unhinged variable costs and PRASM, or passenger revenue per seat mile, as well as CASM, cost per available seat mile. With Delta, well, both are above industry standards, but it's a low P/E, so I I could see it rising over time. Oh, I smiled the whole time, rattled off all that information. I mean, who knows more than me? Oozing with youthful self-confidence. No, Dave said, it's hostage to the long bond, the 30-year Treasury. Now leave this room, go outside for the rest of the meeting. Might help you learn something, including some humility. So beat red-faced, tail between my legs, I walked out of the meeting of 24 young people, my peers, and stood around waiting in the hall for its conclusion. I never forgot the seared embarrassment. I really hated Dave for a really long time, but I learned a valuable lesson. The long bond, the 30-year Treasury, is in charge of everything. So today, where we had much more downward pressure because of interest rates, especially the long bond, you saw the damage the bond market can do with the Dow sinking 317 points as it would be losing 0.58% and the Nasdaq falling 0.65%. The long bond responding to higher oil prices, of course.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/10/26 · 2026-09-10Why was Dave so sure that the long bond controlled Delta's share price and not the fundamentals of the actual business? Because that's how the stock market works. Look at what happened today. The long bond went right through 5.3%, relentless run unlike any I can remember, just tracking oil all the way up. The 30-year is inexorable and it's taking things with like a landslide. First and most obvious are mortgage rates. Today they breached 7%. Oh man, new existing home sales were awful. Rates kept— were kept so long in this country that frankly, you're almost going to have to double your mortgage rate if you buy a new place. So why ever sell your old place? It's put a lot of— a lot of houses out of reach. New homebuyers might not be able to afford that 7% rate. It defeats the American dream. Housing is 10% of the economy, but it punches well above its weight. Think about how many things go into a house. Think about the materials, the wages, the brokers, the lawyers, the plumbers, the electricians, the landscaping. Just a shootin' works. And the retailers from RH to Best Buy to Home Depot and Lowe's.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/10/26 · 2026-09-10I use that word a lot because I think it's a useful way to approach these metrics, like options and the metrics that options give off, right? Like you said before, there's a lot of noise out there. There's so many data points that you could look at and options particularly give us a tremendous amount of information, but it can be very overwhelming, right? Like every strike has a different vol, every month has a different vol, every, right? And so these very few individual metrics like actually give us any kind of complete answer. Delta doesn't give you an entire picture. Historical volatility doesn't give you a complete picture. And guess what? Implied volatility doesn't give you the complete picture either. And so it's really like implied to historical volatility ratio helps, but it doesn't give you the complete picture either. They're tools, right, for organizing information. And essentially asking better questions. If a relationship looks out of whack or if it looks unusual, now I know where I might want to start looking more closely. And that's really valuable because of what you said, right? We get so much data that it can be very overwhelming and kind of disorienting in a way. So I don't need this metric to make the decision for me, but it helps to be able to like perk my ears up when I see something like this move in an unusual way. It's a great way to have an idea of where to look, and then you start digging into, okay, like why did this thing move in this way? And that gives you a lot more information about what's going on.
Matt Cashman · IBKR Podcasts · Are You Reading Implied Volatility Wrong? · 2026-09-09Yeah, I mean, so it's funny you mentioned Band of Brothers because I was just interviewing a former Delta Force operator the other day, and he was talking about how at the time of the invasion of Iraq and then their first rotations to Baghdad as they were kind of standing up the so-called Baghdad SWAT mission where they go out in the Little Birds and do what everybody in, in the, in the, in the military saw as the coolest thing that you could be doing. Um, they were watching Band of Brothers every night. That's what they would, that's what they would come back to. Um, you know, in, in, in my experience, um, what, what the, the popular media that I remember kind of being dominant was like Black Hawk Down. Black Hawk Down was everywhere. Um, which also comes out, you know, I think it's like December 2001 that, that the movie Black Hawk Down comes out and just like the soundtrack of that movie, lines from that movie, like whole scenes that soldiers could recite. I just, I remember that being, yeah, exactly. Yeah. Yeah. Yeah.
Wesley Morgan · ChinaTalk · WarTalk: GWOT at 25 with Wesley Morgan · 2026-09-05It's just everywhere. But it didn't used to be just everywhere. I mean, I remember in 2007 and '08 in Iraq, I didn't see multicam, right? I remember first seeing multicam in 2009 in Wardak Province in Afghanistan on a Green Beret. and then that was the first time I saw it. Um, and it was exotic and cool. Um, and even, even having no background, never having played any video games that multicam featured in, you instantly could tell that's exotic and cool. Um, and, you know, cut just, just about a year and a half later, the Army adopts it for all soldiers in, in, in Afghanistan, and then eventually for all soldiers worldwide. Um, but yeah, there is, there is a fun backstory here, um, that I wrote an article for New Lines magazine about a couple years ago. About, you know, how, how did multicam become the juggernaut that it is today? And it's a crazy story because multicam was invented by a couple of, you know, Brooklyn Art School graduates in around 2002, Caleb Crye and a couple of his friends. And they, they initially, they entered it, they wanted, they tried to sell it to the Army, you know, when the Army in about 2004 2003, 2004, was looking for the successor to the old, you know, BDU and DCU, the two types of camouflage that you'd go back and forth between depending on the environment. The Army held a big competition. And ultimately what it settled on was the worst of all worlds, which was the, you know, the OCP or the, the one on the ACUs, the gray digicam is how I think of it. It actually in Kunar kind of works. In some places in Kunar, it actually worked. I have some cool pictures, including the one on the COVID of the book, where soldiers are blending right into that mountain rock with, with their ACUs, but mostly no. That was not the broad reputation of ACUs. So, you know, Multicam was passed over. It tested very well in those tests, but ultimately Army went with its own option, the, you know, the gray Digicam. But the backstory that was not told at the time is that in Iraq, Delta Force was having none of it.
Wesley Morgan · ChinaTalk · WarTalk: GWOT at 25 with Wesley Morgan · 2026-09-05I mean, basically they saw this ACU pattern They saw especially how it performed at night, um, and how, how light hit it. And they said, absolutely not. We're not putting that on our bodies unless it is, you know, for a limited purpose to conceal ourselves with a conventional patrol or something. And so they kept wearing the old DCUs and they also, with kind of their big research and development budget and their kind of authorities to test different things, they started testing different camo, commercial off-the-shelf camouflage patterns. And one of the ones that they tested starting in about late 2005 is they brought it, they brought in Multicam. And so, and from there it spread, right? You know, the British SAS adopts it because they're working hand in glove with Delta. You know, Green Berets start to adopt it because they see Delta Force and the SAS wearing it. And then, you know, then sort of for other foreign special operations forces start to adopt it. So, you know, in Afghanistan, there comes a time where basically all foreign special operations forces, whether Australian or Estonian or Polish or or whoever, all special operations forces are wearing Multicam for the most part. And then it be— that's sort of, it's the marker of eliteness. And then that, you know, that sheen starts to fade when it gets adopted by the conventional military who picks up on it and deploys it at a large scale. But the fun, the fun backstory that I found out about Multicam and sort of how it acquired this sheen of eliteness is, you know, Crye, the company that made Multicam, it faced a little bit of a dilemma after it had sold this stuff to Delta Force, right? Because you can't advert— like, that's a huge win, but it's one that you can't advertise at all, right? And it's also one that's not reflected in the embedded, you know, the reporting coming back from the battlefield from embedded photographers, because, you know, today there's a million Instagram accounts that are just photos of JSOC operators. And, and that's just, that's just, that's the genre now. But at the time, there were not photos of JSOC operators in combat. That wasn't a thing because, because embedded reporters didn't have access to the task force.
Wesley Morgan · ChinaTalk · WarTalk: GWOT at 25 with Wesley Morgan · 2026-09-05