$FLEX Tape Reports
Per Ticker.id: $FLEX Tape Reports — 2 podcast mentions across 2 podcasts (30 days), latest 2026-08-21 19:08 UTC.
I haven't heard from rhetoric, just like in official media, nobody's talking about it. But just in conversations in China circles, people are saying, yeah, just two words: rare earths. You know, the Chinese have all this leverage with rare earths. And from what I do understand, the Chinese side and the US side are both working towards potentially renewing the truce on rare earths curbs because they want that. So if you suddenly have a situation where the US is going to crack down on the Chinese when it comes to their support for Iran and making kind of this big deal of it, kind of pointing their finger at the Chinese, the Chinese would find that destabilizing and insulting. And then potentially use their own leverage, which is to flex their muscle when it comes to rare earths curbs.
Eunice Yoon — Squawk Pod · Canada’s Side of Tariffs, DoD Drones, & The Bond Market Speaks 8/25/26 · 2026-08-25And that's where Nvidia is flexing its balance sheet.
Speaker A — Bloomberg News Now · Stocks Bounce Back, Trump Eyes Lake Ontario, China Defiant, More · 2026-08-25Welcome back. China's humanoid robot industry has become the biggest flex China has when it comes to its high-tech manufacturing sector. Just this week, a Chinese humanoid robot ran faster than Usain Bolt, breaking his 2009 100-meter dash record, with a caveat that it then ran into a wall and had to be carried out on a stretcher. Chinese vendors reportedly account for something like 97% of humanoid robots shipped globally in the first half of this year, and Chinese buyers are absorbing roughly 85% of global demand. I do have to say Usain Bolt is still more charismatic as a runner, but it was amusing to watch these robots run. You know, we've seen a couple of, uh, videos in the last few years of, you know, dancing robots, uh, from Unitree. Now these robots running marathons, now doing sprints. Uh, it points to, I think, the fever pitch in domestic enthusiasm for robots. But what I found so fascinating digging deeper into the data was the fact that actually a lot of the robots are not being bought by families or consumers. They're actually being bought by these government-backed, uh, training centers that do what is called teleoperation training data. So humans are remotely guiding these robots through physical tasks, and then they sell whatever data they generate from those tasks back to the robot makers to improve their AI. So in a way, it's this kind of circular model as opposed to, you know, direct-to-consumer or going directly into factories to replace workers. That— those are happening, but the lion's share, it seems, the demand is being fed into other sectors of the AI robotics economy. I thought that that was super interesting. And that Chinese domestic demand is still the lion's share of the robot demand coming from China. We haven't yet seen an upswing globally, but I think it's only a matter of time, just as we've seen for EVs before it.
Alice Han — The Prof G Pod with Scott Galloway · China Decode: Taiwan's Record Defense Budget, Evergrande's Life Sentence, and China's Robot Boom · 2026-08-25So that's what the next couple of weeks is devoted to. You being able to think about what I can do in the interim and then go after it. Maybe I heard my buddy said I could do Amazon Flex, and if I did that combined with this, I can make the $50K just like that. That, right? So figure out what you can do. It's not going to be the be-all end-all job. It's just going to be right now I need to replace the $50K. It doesn't have to be what makes my heartbeat, right? And then while you're doing that new job, now we can start, okay, what will it look like? Let's go ahead and pay off these student loans because we need to get debt-free. Check that off the list. And now I can start saying, what does it take to get into this trade? Now we can start saving up to make that happen. So So there's a timeline here that I want you to walk down. I don't want you to feel like you have to do this all in one swift motion. Does that make sense?
Jade Warshaw — The Ramsey Show · Debt Isn't a Tool, It's a Trap · 2026-08-24Flex Coat was the name of the company and still around today.
Ryan Seiders — How I Built This with Guy Raz · YETI: Ron and Ryan Seiders. How Two Brothers Turned a $400 Cooler Into a $2 Billion Brand · 2026-08-24Gil, it's interesting because, I mean, your dad obviously was a model, right, with, with, with, uh, Flex Coat. And, um, it sounds like when you guys started Yeti, like, that was sort of your vision, like it was going to be a nice lifestyle business. And but there was no sort of like grand plan to turn this into an international brand.
Guy Raz — How I Built This with Guy Raz · YETI: Ron and Ryan Seiders. How Two Brothers Turned a $400 Cooler Into a $2 Billion Brand · 2026-08-24That's Roy and Ryan Seeders, co-founders of Yeti. By the way, the brothers The brothers still see a lot of each other. In fact, they live right across the street from one another. Meanwhile, their dad, Roger Seeders, recently turned 80 and finally sold his own business, Flex Coat. Hey, thanks so much for listening to the show this week. Please make sure to click the follow button on your podcast app so you never miss a new episode. And if you're interested in insights, ideas, and lessons from some of the world's greatest entrepreneurs, please do sign up for subscribe to my newsletter at guyraz.com or on Substack. This episode was researched and produced by Karla Estevez with music composed by Ramtin Arablouei. It was edited by Nima Grant and our engineer was Jimmy Keely. Our production staff also includes Casey Herman, JC Howard, Alex Chung, Carey Thompson, Chris Messini, Catherine Cypher, Sam Paulson, John Isabella, and Elaine Coates. I'm Guy Raz and you've been listening to How I Built This.
Guy Raz — How I Built This with Guy Raz · YETI: Ron and Ryan Seiders. How Two Brothers Turned a $400 Cooler Into a $2 Billion Brand · 2026-08-24Okay. So it sounds like Darius Dale's outlook is, his default outlook is the Fed is likely to flex really to sort of send a signal to the bond market that just says, Yeah, look, we're serious about trying to get inflation under control, try to appease the bond warriors a bit. But he would think that's then setting it up to start easing around the turn of the year. Yeah.
Adam Taggart — Thoughtful Money with Adam Taggart · It's Crunch Time For Bonds | Bill Fleckenstein · 2026-08-23