$MOS Mosaic Tape Reports
Per Ticker.id: $MOS Mosaic Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-13 23:30 UTC.
Yeah, the Ark of the Covenant. Babylonian, uh, destruction of Jerusalem. They tore down the cathedral. Which also, I stumbled across something called the Madaba Map. Have you ever heard of that? No. Uh, it was found— it's a mosaic of like ancient Jerusalem found around 6 CE, and it shows— I've never heard of this before, so I was actually trying to show you like the best way to describe it, but it's all in like ancient Greece. It was a mosaic underneath the floor in a different church that they found while they were about to make a new church. So they were doing like reconstruction and they found this map of ancient— it's pointing things out here. This isn't the best way to describe it, I'm sorry, but, um, they've mapped it all and found things that— I think it was found in like 1895. '35, right around the turn of the century. So it shows like where Jerusalem was, where all these things are in reference to each other and all these places that were in the Bible and whatnot. Wow. And I guess people didn't know about them and that's when some of the stuff is getting validated. Jordan's Madaba Map.
Jamie — The Joe Rogan Experience · #2545 - Jesse Michels · 2026-08-25Right, right. Well, yes. And then more to your— you'll have, you'll have listeners out there. And I'm just trying to suggest that when we talk about these big picture problems, that's not because they're going to matter tomorrow, but just because they don't matter tomorrow doesn't mean you don't need to understand them and understand how all the different pieces of the mosaic fit together so that when things do change and it does become danger time, you will know what to do.
Bill Fleckenstein — Thoughtful Money with Adam Taggart · It's Crunch Time For Bonds | Bill Fleckenstein · 2026-08-23I know, I remember I closed my short fund in '09, but I thought about restarting it in like '16. Then I decided not to because I just thought, this just— I don't see how it can work. And so like, I've been aware of the passive bit. It's kept me— it's— I've modified my behavior as to what I do to try to, to not get in the way of it and, and, and, and, and try to do things I think that can make me money just without joining the passive show, so to speak. And I'm aware of what things might go wrong. And now we have to start now Now we're into the next couple of years where passive might get too big, uh, and might become more unstable. And we've had this whole litany of problems. So all you can do is try to build them again. I've said this already once, build a mosaic of these problems and then be alert to the fact that, oh my God, maybe this is going to be big enough to trump the passive bid and things can really get out of hand, right? If you start to think that's going to happen, you have to get some form of protection, whether you buy a few puts or short some stocks or got to figure out what you're going to do.
Bill Fleckenstein — Thoughtful Money with Adam Taggart · It's Crunch Time For Bonds | Bill Fleckenstein · 2026-08-23Yep. Okay, great. So now we're here at the question I've been building up to, which is, Bill, what is your favored game plan right here? What, what, what, what do you, what mosaic right now, given that you don't know the exact unfolding of the future, is your, is your default playbook?
Adam Taggart — Thoughtful Money with Adam Taggart · It's Crunch Time For Bonds | Bill Fleckenstein · 2026-08-23All the feds are, are data feds. My point to you is that we really need to look at the mosaic of everything, put it together. It's not one data point that's gonna change my view. The labor market data was a little weaker than expected. The revisions were a little lower. On the positive side, the unit labor costs, the employment cost indices suggest there's no inflation pressure coming from the labor market. So on the inflation side, we have some encouraging data. On the labor market side, we had weaker data, but there's a lot of seasonality there from state and local government teacher employment. Depending on which month it falls, that could distort the numbers.
Alberto Musalem — Squawk on the Street · 11AM Hour: Exclusive Interviews with Treasury Secretary Scott Bessent & St. Louis Fed President Alberto Musalem 7/20/26 · 2026-08-20So obviously this is something we're thinking about every day here at BlackRock. It's highly likely to be the most important question we think about over the next decade in terms of how we do what we do. I'd make, you know, two observations. I think one, you know, we're benefited, I think here from having a systematic investing team and platform that's, you know, been at the forefront of technology and investing for its 40-year history. And if you kind of just look over the last decade, you know, they were, you know, they were doing natural language processing more than a decade ago. They've been deploying machine learning in portfolio optimization and construction for almost as long. And so really that, that, you know, long tradition of being at the cutting edge of how to deploy technology and the work of investing in alpha signal generation in portfolio construction around all of these, you know, new and emerging techniques, you know, an important capability both in terms of delivering results to clients, but also in terms of shaping how we think more broadly across the firm around the, the business of what we do of, of, of investing client capital. I'd say on the fundamental and discretionary side, you know, I think in some ways a very different type of investment process, but, you know, I think important lessons to be learned from the systematic side. And so I'd say there it's been a focus on, you know, building research engines that can draw across the full set of proprietary data, uh, that we have, uh, here at BlackRock to really super empower our analysts, both to enhance the quality of the mosaic, uh, that they're, uh, considering with respect to any specific company or name, uh, enhance the decision-making process around, uh, arriving at a judgment on that name. But I think in some ways, just as or more importantly, increasing the ability of analysts to cover more names, to reach with high quality into a broader segment of the equity or fixed income market.
Mike Pyle — Top Traders Unplugged · ALO38: Why the Old Rules of Diversification Are Changing ft. Mike Pyle · 2026-08-19So we got through, I think we broke a record today for the number of charts we got through. But, you know, Jim, I want just in closing here, I think like all of this is kind of like a mosaic and you're painting a picture of these concerns, possibly weaker growth in the future and the things that you're sort of highlighting, everything that we discussed. But I'm just wondering, would, would, would it be fair to sort of in closing here, And thinking about the one, and I know you don't think like this, but, and I'm not trying to pin you down, but the one thing to me that might be actionable, I mean, it's all actionable, right? Depending on how you want to act on it. But the one thing is that stock bond correlation that you described at the beginning where if yields start to fall and stocks start to fall, it tells you that the narrative or the mindset has shifted from concerns of inflation to concerns of growth. Would that be something that could be maybe a little bit elevated from your perspective in terms of what investors might be paying attention to? Again, it's all important. I'm just trying to get at like the one or two things that you think really would stand out. If you saw a change, you would be like, okay, this is starting to be concerning.
Jack Forehand — Excess Returns · Jim Paulsen Sees a Growth Scare Coming | The 34 Charts That Make Him Cautious · 2026-08-14