08 05 26 *FULL SHOW* Henry Olsen on the primaries; Where is the value in AI investing; Trump's oil price nonsense; Iran-Hormuz deal looms, or does it
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Transcript
230 segmentsSaturday, August 22nd in Tampa. Witness an MMA legend's final fight. Chris Cyborg, one of the greatest in history. She's an absolute pioneer in the sport. Defense her PFL world title, one last time. Unforgettable end to an unforgettable career. Saturday, August 22nd live from Benchmark International Arena. For tickets, visit pfell. info slash Tampa. Vital doesn't always mean visible. Across America, advanced technology is working behind the scenes, strengthening our nation. It protects our warfighters, advances life-saving healthcare, combat cyber threats, and defends the critical infrastructure that keeps our country moving. At GDIT, we power the systems that help America operate, connect, and stay secure. Every hour, every mission, every day. GDIT, behind America's invisible advantage. This is the race fans wait for all year. EMSA returns to Virginia International Raceway, August 21 through 23rd, as the world's top GT teams and drivers battle for championship points on VIR's iconic road course. See Porsche, BMW, Corvette, Mercedes-AmG, Ford, and more competing wheel-to-wheel. Three days of racing, paddock access, and nonstop action. Secure your tickets now at racevIR.com. That's r-A-C-V-I-R.com. Dad, Disney activities are on Lingo Kids. What? Moana and Elsa and Marvel Spider-Man, all of them. On Lingo Kids? Yes, Dad, on Lingo Kids. That's pretty cool. I know. You just lost them for the rest of the afternoon. Worth it. Full of fun activities inspired by Disney's Moana, Frozen, Zootopia, Marvel Spider-Man, and more. Lingo Kids is where little ones discover more about favorite characters. Lingo Kids! Everything Kids love. Download it for free. K-O-A, an high-heart radio station. Guarantee. human. We're going to do a very, very deep dive into the Michigan primaries and some other primaries as well in about half an hour with Henry Olson. Before we get into all of that, I have two questions for Gina. So first, I, you. teased that you're going to talk about what substance is most used in America these days. And I stepped out before I heard you say what it was. And I was just hoping that the answer would be Nutella. And I'm just wondering if it was. Is it Nutella? It was not Nutella. No. It was marijuana. Which you probably eat Nutella after. smoking some marijuana. I've never tried marijuana, but I have a lot of Nutella. But you've tried Nutella. Yeah, I have. That's my drug of choice. So it's, but I'm, it's not really, I'm not winning the nationwide vibe with that Nutella being my drug of choice. No. No. No. And this was daily use, too. So not just like, because alcohol still surpasses just regular use, top substance. Uh-huh. But daily use, the study actually looked at like,
Every single day, the substance that is used the most, they said 21.4 million daily marijuana users. Wow. And then 19.9 million people who smoke cigarettes, 17.2 million consuming alcohol. It seems like the cigarette thing has kind of stopped declining. Like there's a few celebs who are out there smoking cigarettes again. And anyway. Okay, and I had one other question for you. I heard you talking about the police asking for videos of that, like, that takeover in Denver and like all the people doing donuts and stuff. And I'm wondering if you're a little worried that anyone caught you on video. Oh, yeah. Would you do in the donuts and stuff? I mean, the sleeve tattoos are really noticeable. Yeah, exactly. As soon as you see, like, I was the one lighting off the fireworks and stuff. Yeah. You see the sleeve tattoos. Yeah. You should see Gina and Willie B. doing donuts in the I heart parking lot. It's. It's remarkable. My Subaru. I wasn't going to say it was a Subaru, but you said it. So, all right. So it's just, I hope, I hope no one, if you, look, if you got Gina on video with that, you know, that whole takeover thing, leave that part out in whatever you send to the police. I like having, I like having Gina here. So let's just leave that out. Okay. And if. If we're a little late or we're a little off today, just keep in mind, we still don't have working clocks in here. So it's 610 right now. The clock behind Gina says 605. The clock behind me says 608. So we did put the time on this computer monitor over there. How have you been... Yeah, because I saw you earlier say what time it was, but that wasn't on. So what were you looking at to get the correct time for listeners? My phone, because Keenan does sports and money on what is now our clock on that computer. Yeah. So I just look at my phone, which is just the abrupt time of like, okay, it's 610 here on my phone, but it's 610.33 on there. So it's close, but not. And I don't understand how this one is starting to get further behind. That happened last time, too. Yeah. Yeah, I don't know. 606 on that one, 609 on that one, so. You know, I think, you know, I think I figured it out. I think it's joined in on that national trend you were talking about of daily use. At the tone, 12 hours, 11 minutes, coordinated universal time. Okay. As a kid, Gina. I bet the, Shannon, I bet the answer is going to be zero for Gina and not zero for you. As a kid, how many times did you call into the phone number where the guy told the computer guy or whatever said what time it was? At the tone, the time will be 5.17 a.m. How many times have you called into that? I didn't even know that existed. That's what I thought your answer was going to be. And Shannon, you?
I actually have the number memorized. Is that true? Very true. And you know, it's the atomic clock in Boulder. There you go. I don't know where I was calling into, you know, when I was a kid like in D.C. or whatever. But what's the number? 303-4997-111. Hours, 12 minutes. Coordinated universal time. That's a thing, Gina. You can call in and it will tell you the time. Wow. Isn't that neat? I had a feeling you might not have known about it. And it sometimes gives sunspot activity too. But if you think back into the day, because you and I have both noticed recently how old I am, Gina nodded her head. Yeah, you're freaking old. Back in the day, there wasn't, you know, a cell phone or any really accurate thing to set a clock or a watch by. That was really the thing. There wasn't anything else. There weren't computers. There weren't. Think about this. When I was growing up, nobody had a computer until I was a teenager, at least. Imagine that. I can't imagine. I don't remember a life without a computer. Yeah. When I was growing up, nobody had heard of CDs yet. as a kid. They weren't a thing. You want to keep aging yourself? In a way, it's kind of cool seeing all this stuff. It does make me feel a little old. But anyway, all right. So I've just wasted a bunch of your time to start the show. And, you know, if Dragon were here, he would say, you're welcome. Again, I'm going to remind you coming up in about 15 minutes now, 20 minutes now, we're going to have a really in-depth conversation with one of the best political analysts in America, Henry Olson, about what happened in these primary. mirrors yesterday, not just in Michigan, but significantly in Michigan. And when we do a little news weather and traffic here, and then I'm going to share with you a kind of funny story about what exactly was that that Janine Piro left the White House with yesterday. All right, let's do a few quick stories. And then we're going to have Henry Olson on the show in the next segment, who's one of the great political analysts in America to talk about the super interesting. primaries yesterday in Michigan and elsewhere. So I told you I'd share this with you. And I've got a little video up on the blog at rosskomminsky.com and then the Wednesday blogcast. But Janine Piro, who was a judge in New York, And then a big time Trump supporter on Fox News and then got named by Donald Trump to be the U.S. attorney for the District of Columbia. In the past couple of days, and Gina talked about this yesterday, in the past couple of days, dropped some charges, criminal charges against several people for vandalism regarding the reflecting pool. on the mall in Washington DC. One of them was former Olympic athlete David Hearn. He was charged with a felony. Those charges were dropped. And then soon after that, the same office dropped misdemeanor charges against three other people. The difference, by the way, between the felony version and the misdemeanor version is.
the value of the damage. If the value of the damage was over $1,000, they make it a felony and below it was a misdemeanor, but they dropped charges against all of them. And in the court filings, former judge, U.S. attorneys. U.S. Attorney Piro said that the Department of Interior didn't give her accurate information. She said that at the beginning, they said they basically had at least evidence or proof that these people committed vandalism. And then she said when they got more information from the Department of Interior, it became pretty clear that. that the most likely source of the damage was a botched installation and that these people who were like had their hand in the water feeling the stuff that was floating up didn't damage it. They were, it was already damaged and they were just kind of feeling like, what does this stuff feel like? And then President Trump went pretty crazy. He said, you know, she folded like an umbrella. This was after the first one, but before the next three charges were dropped. And yesterday, Janine Piro, along with one of her assistants, showed up at the White House with a little dolly carrying like two big boxes of material. So I think that what was happening is she was coming to the White House to say to the president, here, look, here's the proof, here's all the stuff from the DOI. And you've got to remember, I can't just charge people just because you don't like them or just because you want to say there was vandalism. You only, as an officer of the court, as a prosecutor, you are only supposed to bring charges when you're reasonably confident. that you can prove it beyond a reasonable doubt. That you have a, you know, you think you have a strong case and you can prove it beyond a reasonable doubt. And they didn't. And I said from the beginning of all of this, you may recall, that I thought they would have to drop the charges because I didn't think they actually had evidence and I didn't think they actually had a case. And I thought they only brought the charges to pander to Donald Trump. But Trump started, there were rumors in the newspapers. Trump might fire Janine Piro. I didn't think he would, in part because he likes her. She'll smooth it over. And also in part because it's difficult for Trump to get nominees through the Senate now. And these people are Senate confirmed. And I don't think he would want to go through having to do that again. So anyway, I don't think he'll fire Piro, but it was something to see her show up. with boxes full of evidence. One very quick note, we're waiting to see what happens with any potential deal regarding the Strait of Hormuz. The deal, the terms that we're hearing about so far are, in my opinion, unacceptable. But a lot of people believe in Iran still believes that President Trump is so desperate to end the war that he will take a deal that is a bad deal. And I suspect that that is actually right.
unfortunately. All right. When we're going to do some news weather and traffic and then Henry Olson, who has a fantastic podcast called Beyond the Polls and a great newsletter also called Margin of Victory. He's going to join us to talk about these very, very interesting results. I mean, the Michigan Senate race, it looks like Abdul El-Sayed is probably going to win, but he's only up by 1% when polls had him up by 50%. 13? Wow. All right, let's do this. Very pleased to welcome back to the show, a man who is working on very little sleep, probably less sleep than he thought he would get because this Michigan primary situation is certainly not playing out the way that folks had thought with recent polls for the Senate primary showing the terrorist adjacent socialist who doesn't call himself one. Abdul El-Sayed. The polls had him up 13, 14, 15, 16 points. Right now, with not quite all the vote counted, he's up by one. Henry Olson joins us. He's a Washington Post columnist. Senior Fellow at the Ethics and Public Policy Center. He has a fantastic podcast called Beyond the Polls. And I highly commend his newsletter. It's called Margin of Victory. And it's published at the Washington Post website, but you do not need a Washington Post subscription to read it. So you can go look up margin of victory. Henry, going into yesterday's election, I was looking at Cal She. And Haley Stevens' odds of winning on Kalshi were 2%. Two. And I guess if polls were right at Silliat up by 14, then 2% would be right. But what the heck is going on? Well, what the heck is going on is that obviously pollsters had a shared sampling bias. What we're going to have is a turnout that blows through any record for a statewide non-presidential turnout. We'll come close to and perhaps exceed the amount of votes cast in the 2020 Democratic presidential primary. And if I were a pollster, I wouldn't bet on a record turnout. But that's what we've gotten. That could very well be why they were so off. Okay, a quick follow up on that. Actually, two quick follow-ups. One, at the moment, it looks like Abdul El-Sayed is up by 20,000 votes. This other, I guess, what counts for a moderate these days in the Republican, in the Democratic Party, McMorrow, who dropped out of the race, but not in time to not have her name on the ballot, has 60,000 votes. Now, I would think that... that that person, if her name were not on the ballot, way more of her people, if they had voted or all, would have gone to Stevens than to El Sayed. Do you think that could be a difference maker in the race? And the other thing I want to ask you about is, is if you see the massive participation in this race, way more Democrats than, way more people cast Democratic primary votes than Republican primary votes. Do you think Republicans played a lot in the Democratic Senate?
primary. Yeah, on first question, you know, given the votes that are out, Stevens should cut into that lead, but she should not overtake it. So then you have to say, you know, do I think that maybe 60% of the McMorrow voters would have voted for Stevens and would that have made the difference in the race? Yeah, I think it could very well have. You know, certainly I've studied this in Australia where they have a preference system. Even ideologically aligned people split their vote in weird ways. So you'd think, well, Mallory McMorrow is more of a centrist or her people who prefer Stevens. Not by the margin, you might think, but it might get small enough that she is the difference maker. On the Republicans playing in the Democratic side, you know, I had anecdote, you know, which is say a friend of mine did it, but I would have to take a look at turnout, which is to say. Do you see higher than expected turnout in the Democratic primary in Republican-heavy areas? And I frankly haven't had the chance to take a look at that yet. I'm sure some of it happened. I'm sure it helps Stevens. Is it enough to explain a 13-point average error in the polls? Not a chance. I want to focus on Michigan's gubernatorial race real quick. Secretary of State Jocelyn Benson, Republican Representative John James. James was backed by President Trump. Heading into November, how do you see that playing the role? Because Michigan's in a unique situation where a lot of Democrats aren't a fan of Guy Benson because of her support of data centers. And then some people aren't a fan of James with his backing of President Trump. Yeah, I mean, I would expect, given how data centers have become such a flashpoint across the country, that candidates with open opposition to them move up in the polls very, very quickly. I would expect Jocelyn Benson to triangulate her position rather quickly. But the bottom line in this race, as in all races, is that if we were... forecasting right now there's a very heavy wind at the democratic sales and michigan is a state that's marginal but it leans democratic by a point or two add to that a democratic uh wind uh i would say that james has to be counted as a significant underdog going into the race regardless of the merits of the two individuals let me ask you about two other things going on in Michigan. And you warned about this in a previous conversation in Michigan's seventh congressional district where there were two moderates and they seemed to really not like each other very much. And neither one of them was going to back down. And so they split the vote and a leftist one with like 43% or some 41% some number like that.
Do you think that, and that's a seat that I think is one of the few kind of swing seats in America. Do you think a Republican may win that because the leftist is the one who got through? Yes, I do. This is a seat. It's Michigan 7. It's Representative Tom Amy Coney Barrett's seat. It is based on the very Democratic city of Lansing, but it is surrounded by Republican-leaning territory, so it is ultra-marginal. But for William Lawrence, the progressives nomination, you would have to say this is the sort of seat that a Democrat should pick up in a Democratic year. We know from other races that People on the extremes, the MAGA right, the progressive left, tend to run behind their partisan baseline by four to eight points. And that's enough that you could easily see Lawrence, who is unabashedly left wing. It's not going to be hard to peg him for what he is, running that far behind. And it could very well mean that Amy Coney Barrett wins a seat. That is the worry of democratic establishment. Somebody called it on X, the Democratic Party's biggest own goal. 44% of the voters, even in a three-way race back, William Lawrence, one of the things people have to come to grips with is that the party establishment is so far out of touch with the party base that they might as well be in the outer sources of the solar system. They'll be doing well if they get as close to the earth of the Democratic Party base as Jupiter by the time of November. Okay, Henry, I want to go off that last remark real quick because that was kind of what I was going to ask, a very, very, very broad question. Just how? Do candidates speak to their base right now? Do you try to adapt it any way? When you have MAGA Republicans, you have moderate Republicans, you have Democrats, you have moderate, you have Democratic socialists. I mean, there's just so many different ranges now that do you try to cater or do you go off the fringe where some people might say, well, I might vote the other party or I might not vote at all? Well, you know, from the voter perspective, I think what a lot of people, increasingly people are getting in the middle are getting frustrated. But we've seen in voter registration data, which is usually a good indicator of voter trends, you know, which is say that if a party is doing well in new registrations and the time coming up to an election, they've got the wind at their sales. The trend. in voter registration is we don't want either of these bozos independents are up massively pretty much everywhere and i think what you're going to have is a lot of people who will come into the voting booth wishing they had a different choice
But that doesn't mean that the candidates are able to appeal to that effectively because what they have to do is energize their base to come out. And the base is a larger share of the electorate than the middle. So it's kind of like with Hillary Clinton and Donald Trump. 18% of Americans didn't like either of them, but 82% of Americans liked one or the other of them. So you had the people campaigning to each of their bases and driving up the negatives in the middle, but then those people eventually had to decide which of these two unpalatable choices do we want. And I think that's where we're going to come. If you're really a low engagement, moderate, independent, you may not vote this time in the midterm election, but most people will show up and vote and they'll make a lesser of two evils choice which is why in the case like uh michigan seven william lawrence who is clearly the more extreme candidate is somebody who has at a disadvantage with this type of voter wow fascinating fascinating answer uh all right one one more quick thing henry and i email from time to time about like betting odds on politics. And it's really fun to watch this stuff. And so one of the things that I noticed this morning, Henry, is that the betting odds on Ken Paxton winning in Texas have moved up just a little, like by two points or so in the past day from like 52 or 53 to 54 or 55. And so I have two questions for you. Do you think that might be because people are saying, well, if the poll overestimated the leftist by so much in Michigan, then maybe it's overestimating the leftist in Texas where James Talarico was ahead? And then a more important question, could this be the year where after years of daydreaming about winning a Senate seat in Texas, Democrats could really get it done because Ken Paxton is just such a horrendous candidate? Well, yeah, I think on your first question, that's absolutely what's going on. The sort of person who bets, I mean predict. It's a prediction market. It's not a gambling market. The person who puts their money where their mouth is on these things is an intense political information consumer. And they are the sort of sophisticated investor who would note that and make a small change in their odds on the basis of that. Do I think James Talarico can win? Yes, I think James Talarico can win. Do I think James Talarico will win? It's Texas. I looked at one poll's cross tab that had him up by two points. Well, the reason he's up by two points, assuming the sample is correct is because he's got 97% of self-described Democrats, whereas Ken Paxton has only 85% of self-described Republicans. I've been around politics long enough to know. Close you get election, the more those partisans just throw up their hands and say, gosh, I wish I didn't have to make this choice, but I will.
I predicted that that was what was going to happen in 2016 with Donald Trump. It's why I had an incredibly accurate prediction on election night. It's going to happen with Ken Paxton. And I think what that means is he's likely to win by a point than lose by a point. You know, that's within such the margin of error that there's a 0% chance I would go on Calci or Polly Market and bet, I mean, predict the outcome. Henry's fantastic podcast, I encourage you to subscribe wherever you get your podcasts. It's called Beyond the Polls, and it's free and it's fantastic. And his newsletter is called Margin of Victory. Just look up Henry Olson, O L-S-E-N, margin of victory. You will see it hosted. the Washington Post, but you do not need a subscription to read it. Thanks as always. Go get some rest, Henry. That was a much later night than it needed to be. Rest. I've got a full, I've got a podcast to do and I've got my newsletter to add it. I'm raring to go. All right. Talk to you soon, Henry. Appreciate it. All right. He is always so good. Boy, I loved his answer to your question, Gina. That was an incredible, incredible insight into the way voters work. Saturday, August 22nd in Tampa. Witness an MMA legend's final fight. Chris Cyborg, one of the greatest in history. She's an absolute pioneer in the sport. Defense her PFL world title, one last time. Unforgettable end to an unforgettable career. Saturday, August 22nd live from Benchmark International Arena. For tickets, visit pfell. info slash Tampa. Vital doesn't always mean visible. Across America, advanced technology is working behind the scenes, strengthening our nation. It protects our war fighters, delivers mission-ready intelligence, advances life-saving healthcare, and defends the critical infrastructure that keeps our country moving. At GDIT, we power the systems that help America operate, connect, and stay secure. Every hour, every mission, every day. GDIT, behind America's invisible advantage. This is the race fans wait for all year. EMSA returns to Virginia International Raceway, August 21 through 23rd, as the world's top GT teams and drivers battle for championship points on VIR's iconic road course. See Porsche, BMW, Corvette, Mercedes-AmG, Ford and more competing wheel-to-wheel. Three days of racing, paddock access, and non-stop action. Secure your tickets now at racevIR.com. That's R-A-C-V-I-R.com. Though the headlines may change, the threats facing Israel remain. And while much of the world has moved on to the next story, Israeli families continue living with the reality of terrorism, uncertainty, and recovery. Communities remain on alert. Parents still think twice before sending their children to school. Families continue rebuilding their lives, knowing the next siren could come without warning. As Christians, we are all called to stand with God's children in times of need. And that's why the International Fellowship of Christians and Jews remains on the ground in the Holy Land each and every day, providing lifesaving aid and food for struggling families, emergency assistance, bomb shelters, and critical support for those impacted by war.
Now, even after the cameras leave and the headlines fade, the fellowship remains committed to Israel's most vulnerable. I want you to join the International Fellowship of Christians and Jews in praying for the people of Israel, for protection, for strength, and for lasting peace. Together, we can remind God's people that they're not alone. So stand with Israel in prayer today by visiting prayifcj.org. That's prayifcj.org. All right, good morning. Let's head back out to Broncos Park, powered by common spirit for training camp underway and A-Rod, our special, special guest this morning, joining us live from out there and probably a little bit warmer today than what you had yesterday, and I hope I didn't jinx it talking about the injuries that we saw yesterday and what we saw two days ago. Good morning, my very special hosts. And to your first point, somehow, no, it is not warmer. It is still like 54 degrees out here. I think we're going to be more. We're probably going to get hit 70 into the upper 70s by the time maybe practice wraps, but it is still pretty darn chilly out here. And I think all of us might have jinxed it. But also, you know, when you get the pads on and you get to hitting, you know, that's kind of part of the potential part of the formula when more injuries can potentially happen. Yeah, we lost starting center, Luke Wattenberg. On Monday, Sean Payton said he'd be fine. He was out here running around late in practice yesterday. But an hour into practice, yeah, we lost a very key piece to the defense. Outside linebacker Nick Benito during one of those nine-on-seven run drills, which is a defense drill. The defense knows that the offense is going to be running. And in that drill, Nick Benito came up limping and eventually had to be helped limping to the locker room by two trainers did not return. Now, just like he did with Wattenberg, head coach Sean Paine. Dayton said after practice he thinks he'll be fine as well. But I expect, you know, precautionary measure probably don't want to have him out here and risk it. I'd be shocked if we see him today or maybe even the rest of this week. Wow. I hope they're both fine. For those who don't pay super close attention and Arod, you can correct me if I'm wrong about this. But I think Benito is the highest paid non-quarterback in the history of the Denver Broncos. I think you are correct on that. I'll double-check that. So, Lou, have you seen Wattenberg kind of running around and looking like maybe okay? Yeah, like I said, he was near the end of practice. He was like on the side field. It wasn't being used. He was doing pretty high-speed runs up and down the field. So he looks like he was okay. Again, we don't know what the injury is. Last year he missed time with the shoulder. So if it was something upper body, you'd think you'd still be able to run with relative ease. Maybe not. But then again, he was really engaged. Look, didn't seem to be in any discomfort. Again, we're not supposed to necessarily speculate on any injuries. But to my estimation, he looked to be. Okay, so hopefully just precautionary. What's your sense of the emotional holdover in terms of sadness or anger or determination or something by Broncos players after getting so close to the Super Bowl last year?
Yeah, well, we got some insight into it yesterday. Alex Palchewski, also known as Palchow, the kind of the do-it-all offensive lineman that filled in a lot at left guard for Ben Powers yesterday with Ben Powers missed time with the list, Frank injury. He did a one-on-one with Ryan Edwards. By the way, quick plug, Ryan Edwards always does a really, really awesome exclusive one-on-one with a particular player after every practice. It's always super insightful. He's talked with Evan Ingram so far, and now Alex Palchewski. said that, you know, that game kind of, quote, pissed us off a little bit. And so he said, you know, getting that close being one game away, it seemed to be an inspiration, as it rightfully should be. But, you know, typically you'll usually hear the coach or players speak, you know, oh, that was last year. Rhonda, Rhonda this year, it's a fresh year. But he essentially said, you know, there's no, nothing, nothing promised, you know, that's going to inspire them to go out there this year and finish the job. So it's something you definitely want to hear. Hey, Rod, real quick, earlier this morning, you were talking about the first camp kerfuffle that took place. And I'm curious what the energy of that is like, because when you see your teammates fighting your teammates, not fighting, but at least getting in each other's face, is the fans like, yeah, let's go? Or is this a little bit more like, ooh, what's happening here? Oh, no, the fans love it. And it always comes naturally. I expect more of that today because when you get the pads on yesterday, it was a second straight day in pads. Today will be the third. You know, it naturally comes when you have pads on, you're allowed to do more hitting. It's less so walkthrough. It's less install. And it's actual pads popping. And naturally, if you're going to get hit often enough, you're going to respond. And that came with yesterday's kerfuffle where it was an offensive player that started it. Because as Talano, if I'm going to make sure. sure to tell the media walking off, hey, make sure you mark the defense one. Because they're winning, it's likely going to frustrate the offense. And Evan Ingram was the one who shoved cornerback Jaquan McMillan yesterday and started that whole fooferra, if you will. The entire both squads, offense and defense all came around. Every single player seemed to be in the mix there. Nothing really else came of it as it naturally does. You don't want to hurt anybody. You usually don't want to definitely punch anybody with helmets. I didn't see any punches thrown. But that's when Pat's come on, Pat's pop. hitting starts that's when the when the fight start but usually it's all love and I'm sure they've already made up and they're fine Arod from training camp, Broncos training camp powered by Common Spirit. He joins the show every hour, usually in the news, and he is posting all kinds of fantastic Broncos-related stuff on our social media. Some are still pictures with commentary, some are videos. It's all great. X.com slash K-O-A Colorado, Instagram.com slash K-O-A Colorado. A-Rod, thanks as always for that very, very special appearance. A very, very big thank you to my special host. By the way, Nick Menito is indeed the highest paid non-quarterback in Broncos history. So there's your answer. Love it. All right. Happy whatever day this is. I think it's Wednesday and I forgot to put the trash out. You did this last week too. I know. Oh, man. All right. I'll have to ask my wife to put it out or get home early. Unbelievable. Okay. Oh, here's, I don't do a lot of weather stories, but this is kind of fun. This is from...
yesterday. So you know, we had 102 degrees on whatever day that was. I think that was Monday. And then it was cold yesterday. And I saw this over at nine news. This came out yesterday, but still, Denver reached 102 degrees at 2.30 p.m. Monday. And then by Tuesday morning, it was 52 degrees, a 50 degree temperature swing in 14 hours, which doesn't happen very often. What was kind of amazing about this, actually? So that 102 degrees on Monday afternoon set a new record by, I think, one degree. But anyway, it set a record for a new high. And then that night, it came two degrees from setting a record low for that day. And I don't have much more to say about that, but I just thought it was kind of cool. And I wanted to share that with you. Let me do another story with you. Now let me do a little international thing. So. You've probably heard of this Board of Peace. So this is an entity that President Trump set up, installed himself as chairman of, invited leaders of other countries around the world to participate in, but it would require a donation from that country to participate in it. Most countries that you would think of as important, sophisticated countries declined to participate, but a few countries that wanted to suck up to President Trump said, all right, we'll go along. And so now you've got this Board of Peace that has assigned itself the project of figuring out how to deal with the Gaza Strip and the war with Israel and all that. Now, a couple of days ago, A document was released that said there's a plan and Hamas is going to disarm and Israel's going to withdraw. But when you started looking into the details, it didn't make a lot of sense. For example, the disarming part, it didn't really say whether they were just talking about sort of bigger weapons like rockets that they probably don't have too many left of. Or light weapons like AK-47s, which is really the main tool for Hamas to attack its own people and to attack Israelis when they can is the AK-47s. So it didn't necessarily say which of those it would be. And then also it said they're not going to hand them over to Israel or whatever. They'd put them in storage. They put them in storage. And that just doesn't seem like a thing that's going to work out very well either. So now, and then they said, and Israel will withdraw as the process is going along before it's even finished. Now, the Prime Minister of Israel, Benjamin Netanyahu, told these people at the Board of Peace, no, homie don't play that.
We're not withdrawing before they are disarmed and we are not going to count as being disarmed if they just put their guns in a locker somewhere that stays in Gaza and they can go get them back when they feel like it. So now the Board of Peace is putting out a new statement saying, all right, you know, we're doing it this way and this way and that way. And I just have a feeling the whole thing is not going to work out just like I have a feeling that the you know, upcoming peace deal or whatever with the Strait of Hormuz is not going to work out. And it does seem like there are people who are theoretically American allies that are writing deals that America is supposed to go along with that are deals that America should not and must not support. We're going to do what I hope to be a very interesting conversation after some news, weather, and traffic about investing in AI infrastructure. And I don't necessarily mean should you buy an AI stock, although there may be some of that. But where really is the money going to be made in AI? Keep it here on K-O-A. All right, good morning. Happy Wednesday. I'm Ross. Thanks for being here. AI is obviously a huge thing. It's starting to change the world. It's going to change the world a lot more over time. And a lot of folks are wondering how to make money. investing in this. And also as businesses are wondering how to invest their own money and how to use AI, there are so many different angles on this. David Traynor joins us. David is CEO of New Constructs Investment Research. And he thinks about this stuff a lot. He partnered with Google Cloud to create something called FinCites AI. And we'll get to that in a bit as well. And so David, my... My professional background before radio was as a financial markets trader and investor. And so I'm very used to seeing trends and bubbles and all this stuff. It's been very interesting to see in not just technology stocks, but even stocks like Caterpillar. where folks are thinking, like, oh, they're going to make so much money because of AI. And it's mostly been a rocket ship, but lately there's been a huge correction and that one hedge fund blew up and blew out. So how are, I'm going to ask you a very broad question. How are you thinking about where in the longer run money is really going to be made in this broad world that we're calling AI? I think the answer to that question, Ross, is the same during every one of these hype cycles. And the answer is where people aren't looking, because where people are paying attention, everything's already been bid up. To your point, we're going as far downstream as Caterpillar and had been for a while. And so I think the place that people aren't looking, what people are missing and what the big AI companies don't want you to think about, and that's part of why it's missing, is the data.
the underlying data. And we hear this referenced in Alex Karp at Palantir when he's talking about what a rip-off it is for these big companies to pay the frontier models so much money for tokens while giving away their proprietary data. Every entity, every person, every individual for that matter, right, has a personal signature that is unique to them. And AI, we know, has already been out there hoovering up everything that's free. Part of the hypocrisy of the frontier models is like, oh, you know, the Chinese models are stealing the data. No, they're not. You've been stealing the data. They've all been stealing data. They all been using the Internet. The problem with using the Internet, though, is it's what everyone else has. It's commoditized. Larry Ellison said this late last year on one of the Oracle conference calls. They're all using the same data. So results are all really similar. Output is similar. It's why these Chinese models can catch up. One thing nobody's talking about is the proprietary data. Now, Alex Karp, I said he does talk about it indirectly because their model is very different. They go into a company and they say, we're going to build this whole thing private to you. Right, Chamath on the All in One episode talks about the stack, and he talks about the harness layer. This is a new vocabulary, really. The harness layer is one that goes in and says, I'm going to harness all that data and value that you as a company have and build AI on that. Because companies exist and individuals exist because of their individuality. They're doing something special, unique. Successful businesses do a lot of successful unique things. And they've got unique data around that. Now, data is a very broad word for processes and culture and best practices. This is all considered data for an AI. And that's sort of, I think, the travesty of a lot of these frontier models. They make a lot of money from companies charging them for token usage while basically stealing all their data. Okay, so David, I don't have the expertise that Ross has when it comes to the investments. I think I'm going to leave that question up to him for a second. I want to just back up and look at the space race of AI that we see a little bit here. You mentioned China and the back and forth of what we're seeing of who can build quicker, who has the more efficient programs, who can do AI right. Does anyone have the right answer right now? Is it too early to tell if China's doing AI right? If we have it right, if it's something that's different, how are we going about just something that's growing so quickly that we might not be able to fully understand how we're going to. conduct it future, like in future times. You know, the advantage you have, Gina, is that you've got the humility to step back and say, I don't know the answer. And too often, you know, you don't get paid for that, right? But it's the truth. And I don't think anybody has the answer right now. We're trying to figure it out. I mean, there's all kinds of debate on the internet.
I mean, this fact that these Kimi 3 model and the deep seek models now are putting up numbers because we've got independent judges on the efficacy of the AI model, which is great. They're putting up numbers now that called into question everything we thought just a couple of weeks ago, which is that anthropic and open AI were the best and the greatest and nothing could touch them. And so our mental models are changing quickly. And that's the nature of technology. This is a very competitive landscape. And the competition is not just in the technology. It's in the narrative. Because he who wins the narrative often wins the money. And Elon Musk is a great example, right? He's had a narrative around a lot of things without having to do much, but the guys like the richest person in the world. We're talking with David Train or CEO of New Constructs, the website New Constructs.com, and he has partnered with Google Cloud to create an AI investing agent called FinSites AI. That's interesting as well. Again, you check out Newconstructs.com. Let me switch this a little bit now to... Individual investor kind of questions. A lot of people have been jumping into this stuff, chasing this stuff, right? And I'm sure there's plenty of people who bought Nvidia at 30. And I'm sure there's also people who bought it higher than this, right? And a lot of people, you know, when I was a professional trader, the people we used to call somewhat disparagingly the public, you know, would get in late. lose money, even though the company's fine, it doesn't mean the stock's okay. So when you're thinking about and talking with individual investors who are maybe not at your level of sophistication, how do you tell them to think about how to try to make money in AI without being, you know, the last person into the bubble? Ross, I love that you ask that question because it's so overlooked. People don't want to always understand that there's, to your point, a distinction between a good company and a good stock. You can have a really profitable business. Invidia is a great example, but is it a good stock? And the answer to that question is, well, what does the stock price imply about its future cash flows? Because coming back to first principles, not to sound nerdy, but the basic about valuation is the value of the asset is the present value of the cash flows available to the owner. That's why you buy it. That's the purpose of a security. So if you take the stock price and reverse engineer what the cash flows have to be, you can get a sense of like, well, how expensive is it really in a way that goes well beyond multiples. And there's a technique called reverse discount of cash flow modeling. It's philosophy called expectations investing. These things have been around for shoot since I was on Wall Street back during the tech bubble.
But you don't see these concepts proliferated because they are not conducive to selling stock. And things that are not conducive to selling stock don't make Wall Street money. If it doesn't make Wall Street money, it doesn't talk about it. I saw a great note the other day. We're just about out of time here. I saw a great note the other day. It was entitled, the public is the exit, which was always kind of true in an IPO. But it's much more true now than it ever has been in the past because a lot of the companies that are going public have raised so much money in the private markets. It used to be that when you would go raise money in the public markets, it would massively dwarf. all of the money you ever raised in the past. Now it may be dwarfs it a little, but you've still got people with billions and billions of dollars to stock to sell, of stock to sell in SpaceX or Anthropic or whatever's coming next. And so the public needs to be really careful not to get sucked into this thing of thinking they've won the lottery by being given the chance to buy stock in an IPO. 100%. Back during the tech bubble, it was purposely set up that there was very limited supply for the public investors, which created an automatic imbalance that caused all that IPO popping we saw back then. Yeah. We still see that happen some today. And you got to remember, I mean, Wall Street is the same Wall Street that tried to sell people we work for $45 billion. Yeah. That was a zero. Yeah. So really buyer beware, beyond meat, another busted business model, Peloton, these are all hyped up in a big way. And we are in a big hype cycle right now. I think pretty much everyone agrees. Like this is a hype cycle. Everybody's thinking a lot of the same things. We've seen more trillion dollar companies come about than ever before. And not everybody's going to be a winner. David Trainers, very, very interesting finance-related website is Newconstructs.com. And if you go over there where it says solutions, check out FinSites.A.I. Interesting way to add potential little AI value to how you think about and how you go about your investing. Newconstructs.com. David Traynor is the CEO. Thanks for your time. Interesting conversation. Appreciate it. Thank you. It's great to be with you guys. Yeah, likewise. All right, that was really cool. Gene, I have a feeling that guy. I could talk with that guy for hours and hours and out. Like, he knows a lot. He knows a lot more than I do. Definitely nerding out finance-wise and over my head at times, which is a good thing. I'll learn a lot. That was a very interesting conversation. I was telling Gene, I feel like I could sit down over a beer and talk with that guy for a... for a really long time. And not just because he's interesting and a finance nerd as well. What did your husband just say? A tech bro and a finance bro at the same time. Yeah, yeah. Apparently so. Let's do this United Airlines story, Gina. I saw this story.
And the headline award-winning Denver chef serving first-class meals for United Airlines. And I was thinking, that's awesome. I'll get to eat really, really well. But I guess it's on flights and in a particular class of flying that I'm probably not going to be in. Exactly. I've definitely never flown first class, never really planned to unless someone else is paying for it. But it is a pretty cool story because. If you do nonstop flights from Denver to Rome, London, Frankfurt, or Munich and Tokyo, you can request a meal that is made by a James Beard award-winning chef here in Denver. So I've talked about her before because she actually just won the award, Penelope Wong. She's the co-owner of Yuan Wantan. That's on Fairfax Street in Denver's North Park Hill neighborhood. One of 11 chefs from four continents who United is actually going to be featuring on their flights by providing some of the meals. that for their bougie first class passengers. So she started a food truck back in 2019 and opened the restaurant in 2023 and then just recently won that James Beard Award for Best Chef in the Mountain Region. And now they're going to be offering this multi-course meal. on United flights, on those non-stop United flights from Denver to those locations that I mentioned, consisting of chocopan bread, smoked trout, lemon grass, Chinese celery, trout row, kale salad with fresh cherries, golden beets, grana padano cheese, honey, ginger, vinegar, vinaigrette, and a five-spice duck wanton with duck brodo, Swiss chard, and chili oil. The duck wanton sounds really good. And it's not just like only those flights, but it's the Polaris class. Which I don't know what is, I don't know. Polaris class is like ultra first class, the beds that go fully flat, almost your own little private cabin. So even if your first class, you have to be Polaris first class. I think Polaris is. Above first class. I don't know if Polaris is a synonym for first class now. But a lot of these flights, they've kind of eliminated first class and they just have business. So first class is really nuts now. So even business class, at least, you won't get this stuff. No. This is really, this is like beyond bougie. Yeah. Beyond bougie. Beyond boogey. You're lucky if you get the bag of pretzels now. You're lucky if you get to sniff this food. Actually, actually though, it doesn't even pass you because you're in the way back of the plane. You have no opportunity. Get a whiff of it. The funniest moment I had on a flight from Chicago over the weekend was we hit some turbulence. And they were like, okay, we have to stop service. Sorry, we'll try to restart beverages and blah, blah, blah later. And then they were not restarting it. And then all of a sudden they were like, we hope you can enjoy a beverage on Southwest Airlines on a future flight.
I was like, what? That was your way of saying, oh, sorry, you're out of look. You don't get anything anymore. Oh, my gosh. I've got a quick, bougie story for you. This is kind of fun. So years ago, a friend of mine and I took a trip to, or do we go, China and Vietnam. And as part of this, we flew in, I guess it was first class, but it wasn't expensive. But on a Korean airline called Asiana. And we ended up being the only people in first class, me and him. So we sat in the first row, but he took one side and I took the other side. And there were three stewardesses or whatever we're supposed to call them now. What's the proper name? I don't think we're supposed to call him. I say flight attendant. Flight attendant, yeah. Okay. So there were three of them and two of us. And I remember at some point, they were like, would you like the Dom Perignon or the crystal or whatever the other very expensive champagne was? And we're like, screw it. We'll have both. Yeah. And we did. Amazing. And we did. And it was. It was. Amazing. I would have asked. I would have been one of those people in the back of the plane that said, I saw a seat open up there. Can I sit over there? I don't know how that happened and it will never happen to me again. And it was the bougiest thing ever and it didn't even cost us very much. I don't know. I don't know how it happened. But pretty cool where there's just you and your friend and three flight attendants and all the champagne you can drink. Saturday, August 22nd in Tampa. Witness an MMA legend's final fight. Chris Cyborg, one of the greatest in history. She's an absolute pioneer in this court. Defense her PFL world title, one last time. Unforgettable end to an unforgettable career. Saturday, August 22nd live from benchmark international arena. For tickets, visit pfell. info slash Tampa. Vital doesn't always mean visible. Across America, advanced technology is working behind the scenes, strengthening our nation. It protects our warfighters, advances life-saving healthcare, combat cyber threats, and defends the critical infrastructure that keeps our country moving. At GDIT, we power the systems that help America operate, connect, and stay secure. Every hour, every mission, every day. GDIT, behind America's invisible advantage. Got plans this summer? A brewery crawl? Another lake trip? The same festival you've been to three times already? Do something different. This August, Virginia International Raceway becomes the ultimate summer destination. Watch Inns' Michelin GT Challenge at VIR. August 21 through 23rd brings some of the fastest sports cars to battle through VIR's legendary corners. Camp with friends. Enjoy live music and experience a weekend you'll actually be talking about afterward. Start planning now at govir.net. Though the headlines may change, the threats facing Israel remain. And while much of the world has moved on to the next story, Israeli families continue living with the reality of terrorism, uncertainty, and recovery. Communities remain on alert. Parents still think twice before sending their children to school. Families continue rebuilding their lives, knowing the next siren could come without warning.
As Christians, we are all called to stand with God's children in times of need. And that's why the International Fellowship of Christians and Jews remains on the ground in the Holy Land each and every day, providing lifesaving aid and food for struggling families, emergency assistance, bomb shelters, and critical support for those impacted by war. Now, even after the cameras leave and the headlines fade, the fellowship remains committed to Israel's most vulnerable. I want you to join the International Fellowship of Christians and Jews in praying for the people of Israel, for protection, for strength, and for lasting peace. Together, we can remind God's people that they're not alone. So stand with Israel in prayer today by visiting prayifcj.org. That's prayifcj.org. All right, good morning. I think it's Wednesday. I'd be a lot more confident that it was Wednesday if I had put my trash out this morning that I would know that it's Wednesday. That's the way I know. But I didn't put my trash out this morning. So I'm not sure that it's Wednesday. Gina has told me. That it's Wednesday, but sometimes I think Gina messes with me a little bit. So I'm just... Do you really, like, choose, like, understand what day it is by how you, when you take out the trash? It does seem a little backwards. Yeah. In a way. Yep. I got a text from a friend of mine a few minutes ago who said, I actually ordered that meal for my flight on Friday. Nice. Not going to name my friend, but that's- Ooh, you have a boogie friend. He didn't pay for his own flights. The businesses that hire him pay for his flights. He did not pay for his own flights, but that's- A lot of people also texted in and said like the Polaris United Flight is like international first class. International first class, all right. Yep. If you've ever been on Polaris, Text us at 56690. and tell us, describe it to us in whatever way you think would make us the most jealous. That's what I want. I like that. I like that. So that Gina and I can live vicariously through you. That's what we would like. 56690. Have you ever been on Polaris? So send us that thing. All right. Let's talk a little bit, elaborate a little bit more on some stuff that we've talked about on the show. Gina mentioned in the news. Primary results. Gosh, this is interesting what's going on with the primary in Michigan for the Senate. This is nuts, really, really nuts. So recent polling had the, I think, he's not a terrorist. I won't call him a terrorist. But he's a little bit more sympathetic to terrorists than I would like. He was, you know what he, here's what happened. Let me just frame this more fairly and then you can decide.
Abdul El-Sayed made some comments at an event about how he understood why some of the many Arab Muslim folks who live in Dearborn, Michigan, which is a very, very large Arab Muslim population in the United States is in Dearborn, Michigan. He said he understood why many of them were sad to hear the news that Ayatollah Khomeini was killed. That's who this guy is. He's a socialist who says he's not, but you can tell from all his policies that he is. And now, as of literally 11 minutes ago, the Associated Press has officially called this race. for El Sayed. It was very, very close. Let me see if I can get the current numbers. And it must be that I'm trying to find the numbers here, because I'm guessing it's somewhere around 1%. Very fascinating because the polling had El Sayed up by 14 points, 15, 16 in the recent polls. And... Again, I'm trying to find for you right now the Senate primary results. How many votes he's ahead by at the moment here? I'll go to NBC News. There we go. Okay, so looks like he's up by 15,000 votes. with 98.5% of the votes in. So he's up by 1% with less than 1.5% of the votes still to come in, and that does appear to be an insurmountable lead. I note that he appears to have won by about 15,000 votes, where this lady Mallory McMorrow, who... seemed like she would have been a much stronger candidate against Abdul El-Sayed than Haley Stevens was, but she dropped out of the race. She dropped out too late to have her name removed from the ballot. And I don't know whether voters were trying to send a message or they were just uninformed and they just have no idea what's going on and know that she's not actually running anymore. Mallory McMorrow got 61,000 votes. And you do have to think that if she weren't in the race, a decent percentage of those. Some of those people might not have voted for anybody in that race. But you would have to think that a good number of those people would have voted for Haley Stevens instead of Abdul El-Sayed. And if Mallory McMorrow had gotten out of the race in time to get her name off the ballot, probably Haley Stevens wins. There's no such thing as a... What's the term? I'm having a brain cramp on the term where you win something, but it kind of, you lose something, but you treat it as if you won. What's the term? Anybody help me out here? Gina, you got anything? You guys got anything? There's a term for it. I'm having a brain cramp. You lose, you lose something, but you treat it, you treat it like a win. It's like a moral, like a moral victory kind of. There's another term for that. Gina's looking at me very confused because he's very focused on her.
What kind of bagels? I just walked back in. What kind of bagels did you get? I grabbed the reason one. Oh, the rate? Okay, so here's the thing. Yeah, yeah, yeah. So it was the box on the right and it was broken in half. It was in two pieces, right? Oh, what you do to it? No, I didn't do anything to it. It's fine. But you took both pieces that weren't together already, right? I guess. Yeah. So here's what you need to know. What'd you do? One of those is cinnamon raisin and one of those is chocolate chip. Whoa. Yeah, because I took half of one thinking it was cinnamon raisin and I ate it and it was really good, but it was chocolate chip. And then I took half of the other one, which was cinnamon raisin. So now you're going to have the same experience I had. So there's no such thing as a moral victory in politics. When you lose, you're a loser. That's all there is to it. You could be a 14-point underdog in the Super Bowl. and lose by one. And you know where I'm going with this. You know what that makes you, right? Loser. And that's the same way it is in politics. I'm not trying to be mean to anybody. But that doesn't mean it doesn't have implications. If the polls showed Abdul El-Sayed ahead by 14, and he won by one point. That's really, really interesting. Now, the other side of this, of course, is... that Haley Stevens had $65 million spent on her by the so-called establishment. Chuck Schumer's people, A-PAC. It's weird how Israel has become such a thing in democratic politics. It's kind of a shame how much anti-Semitism there is in Demit. It's more than kind of. It's a shame how much anti-Semitism there is in Democratic politics. And Abdul El-Sayed is a big part of that, definitely an anti-Semite.
Very few Democratic candidates running right now explicitly supporting Israel. Now, not jumping up and down and cheering and waving an Israeli flag, but saying they are our allies and we should treat them as such, which seems obviously true. But anyway, anyway, here's the other part of that. Gina talked about the primary in Missouri's first congressional district where the egregious socialist anti-Semite Cori Bush lost two years ago and was trying to win the seat back and got bludgeoned. She lost by about 20 points. It was interesting that she made her campaign almost entirely about Israel. And it didn't and it didn't work. So we will see President Trump is actually on Fox News right now. President Trump is posting some stuff on social media talking about how. how good this is for Republicans that socialists and anti-American people and anti-Semites are winning these Democratic primaries. And he might be right. It's going to be a bad year for Republicans. Trump is unpopular. People feel bad about gas prices. They feel bad about the Iran war. Incumbent Republicans, incumbent presidents of both parties almost always lose in midterms. But Democrats are doing everything they can to give Republicans a chance by nominating terrible, terrible candidates. Saturday, August 22nd in Tampa, witness an MMA legend's final fight. Chris Cyborg, one of the greatest in history. She's an absolute pioneer in this court. Defense her PFL world title, one last time. Unforgettable end. to an unforgettable career. And still. Saturday, August 22nd live from Benchmark International Arena. For tickets, visit pfl. info slash Tampa. Vital doesn't always mean visible. Across America, advanced technology is working behind the scenes, strengthening our nation. It protects our warfighters, advances life-saving healthcare, combat cyber threats, and defends the critical infrastructure that keeps our country moving. At GDIT, we power the systems that help America operate, connect, and stay secure. Every hour, every mission, every day. GDIT, behind America's invisible advantage. Trade screen time for race time at Virginia International Raceway. August 21st through 23rd, IMSA's Michelin GT Challenge brings some of the coolest cars to VIR for an unforgettable family weekend. Explore, meet drivers, see race cars up close, and experience the thrill of racing from every corner of the track. It's more than a race. It's a memory waiting to be made. Kids 12 and under get in free. Get your tickets at VIRFam.com. That's VIRFAM.com.
Though the headlines may change, the threats facing Israel remain. And while much of the world has moved on to the next story, Israeli families continue living with the reality of terrorism, uncertainty, and recovery. Communities remain on alert. Parents still think twice before sending their children to school. Families continue rebuilding their lives, knowing the next siren could come without warning. As Christians, we are all called to stand with God's children in times of need. And that's why the International Fellowship of Christians and Jews remains on the ground in the Holy Land each and every day, providing lifesaving aid and food for struggling families, emergency assistance, bomb shelters, and critical support for those impacted by war. Now, even after the cameras leave and the headlines fade, the fellowship remains committed to Israel's most vulnerable. I want you to join the International Fellowship of Christians and Jews in praying for the people of Israel, for protection, for strength, and for lasting peace. Together, we can remind God's people that they're not alone. So stand with Israel in prayer today by visiting. Prey-I-F-C-J.org. That's pray-I-F-C-J.org. All right, this is kind of a fun story, especially because we're not 100% sure this happened, but we think so. Let me go to the UK Guardian's website, which is the Guardian.com headline, SpaceX Rocket thought to have crashed into the moon in unintentional collision. I love this story. Four ton piece. Oh, and this is a British website. So ton is T.O.N.E. Which just makes it seem so much more sophisticated and maybe even heavier. Four ton piece of SpaceX Falcon 9 rocket believed to have hit lunar surface on Wednesday at 5,400 miles per hour. Unintentionally crashed into the moon, a collision that poses no danger to Earth, but was expected to blast out a new lunar crater. Oh, I forgot to ask you, Gina. I like asking Gina things right after. she takes a bite of something. Uh-huh. So you were doing something there in the news about the Denver Street takeover, and I just need to follow up if anybody caught you in their video with doing donuts on Broadway or wherever that was in your Subaru. Are you all right? You're not going to come haul you out of here, right? That's what I'm saying. Don't wrap me out just yet. But we need to, like, call the governor or call the attorney general and see if we can get you some. special treatment? Like, clearly she's not in her right mind if she's doing donuts in a Subaru anyway. I mean, it's Denver. I feel like that's very fitting, to be honest. Yeah. How it should be. All right, back to where we were. The object, and you can take another bite now, Gina, and I might not ask you a question. Did you get the chocolate chip one first, or did you get the cinnamon raisin one first? I think I'm currently eating the chocolate chip one, which I'm glad you did tell me because I would have been very thrown off by this. Yeah, isn't that weird? Yep. Yesterday, some folks brought some.
some breakfast burritos from Sam's number three, and they were out there. And one of them said bacon, one of them said sausage, and one of them said basic. And I didn't, and Gina's vegetarian. And so I brought her one that said basic, not knowing if it might have meat product in it. And Gina opened it. And what did you? You thought maybe it had some? It was probably like a pork. pork green chili or something. So you decided not to try that because it might have meat in it. And so I just wrapped it up again and put it back over there. I just wrapped it back up in the foil. And I put it back in the bag that said basic and somebody ate it. And you... That's why I was so scared when you started to give a caveat of what my bagel situation was because I proceeded to manhandle this poor burrito. You proceeded to then wrap it back up and put it over there and then someone ate my... If there's anybody, if there's... Any burrito that could be manhandled by a person, woman handled by a person, it would be by you because you are always like sterilizing your hands and using wipes and you're like a much cleaner person than I am. Exactly, which is why I was appalled that you manhandled this bagel because I know you do not wash your hands. What, Shannon? I'm upset that you thought of Gina when you saw something that said basic. Producer Shannon. Mm-hmm. I know. I was called basic by that burrito. You're like, here you go. Basic. Basic. I wish I wasn't even basic. So if anybody's listening who works over in that part of Iheart, you got a basic breakfast burrito yesterday where the aluminum foil seemed like it had been opened and closed again. That's because it had been. But don't worry. I didn't touch the burrito. The only person who touched it was Gina, and she always has clean hands. Yeah, it probably tasted like Peach Bellini hand sanitizer. Yeah, right there. She's holding right now. I'm not kidding you when I tell you, she's got hand sanitizer in studio every single morning. Gosh, it's fun wasting your time. The object, the height of a five-story building is part of this. Does anybody know what I was talking about before? Should I start this again? SpaceX rocket thought to have crashed into the moon in unintentional collision. Headline from the UK Guardian. The object, the height of a five-story building, is part of the SpaceX Falcon 9 rocket that had launched two commercial lunar landers, one from the U.S., one from Japan, toward the moon a year and a half ago, January 2025. The rocket body was due to hit the moon. About 635 BST, nobody knows what BST means, neither do I. But I think BS, I think what it was is somewhere like 1 or 2 a.m. hour time, whatever that is, crashing into the moon at 5,400 miles per hour, which is even faster than Gina does donuts.
in Denver. The impact was predicted to kick up a miles long plume of lunar dust that while illuminated by sunlight would be difficult to spot with the naked eye from Earth. But I bet you lots of people pointed telescopes at it. I bet you it was seen. Although it is interesting because I think if it were seen for sure, then we wouldn't have seen headlines that said that the rocket was thought to have crashed into the moon. And I am not yet finding. definitive reporting. Everything I'm seeing is, you know, it's believed to have hit the moon, which I think is kind of odd because I would have think, I would have seen it. But maybe they're hiding the video, the way they're hiding the video of Gina doing donuts in Denver. Okay, got a bunch of listener texts here. A few people said BST is British Standard Time. One person said it's baseball summertime. Oh, listen to this. Oh, Gina, you thought I was a nerd? This is awesome. Hold on this. My screen moved on me here. BST is British-Stan standard time. We at ULA, that's United Launch Alliance. We at ULA, so he said we, he or she, this person is part of ULA. Oh my gosh, you're smarter than I am. We at ULA intentionally crashed our centaur upper stage into the moon years ago as part of a controlled experiment with NASA on the L-C-R-O-S-S-S-all capitalized Michigan mission, I want to say Michigan. Happened, October 9, 2009, great fun to be part of. that team. I bet it was I'm more than more than a little bit jealous. Rotten, my Polaris story, returning from a Philippine scuba trip with an infected knee that was on fire and I couldn't bend it, sound familiar. So I upgraded to overnight Polaris class, the gave me great service, kept my knee iced, but eventually ran out of ice, beats an ambulance flight. Ross, the only kind of donuts that Gina would do in the Subaru are crispy cream. That's a good line. I like that a lot. So we've got a couple of a young, wait, go ahead. Also real quick, with the Polaris story, a number of texters talked about the rolling Sunday bar that you get on a first class. Really? And one person said it's the best, and another person said they skip it every time. So now I need to know why you would skip a ice cream Sunday bar on a flight. That might seem like the best reason to. That would be the best reason. It would be amazing. You know how sometimes a lot of people get ice cream with a little hot fudge on top of it? I would like to get hot fudge with a little ice cream on top of it. Really? Wouldn't you? No. You want the ratio of hot fudge over ice cream? To be as high as possible. That's what I want. I want the ratio of hot fudge to ice cream to be as high as possible. I want a tub of hot fudge. I want to bathe in hot fudge. Now, however, I would take all of the frosting in the world and the tiniest little cupcake. Me too. But not the hot fudge and ice cream, no. Wow. Okay. All right. Question for you. You've wasted a lot of time today. And question for listeners too. What's the best topic on ice cream? 56690. Best topic on topping on ice cream. Yeah, probably hot fudge. Yeah, probably hot fudge. Yep.
You think I've wasted a lot of time today? No, I'm sorry. You're a modest amount. Yeah. He's done a lot of news and stuff. Can you, okay, so we got a couple of guys in with us from Common Sense Institute. And Gina was telling them a story about her background. And you just told a story that I hadn't heard before. And I'd like to put you on the spot to share with listeners a little bit. I think it's a cool story. Legit. I'm not being sarcastic. About when you went into the college radio station. And the guy who was running the station heard you speak and you said, I want to be in radio and gave you some guidance. Yeah, so I always wanted to radio, but I always kind of pictured a KTCL hits KBCO vibe for the longest time. And then I met my college advisor, Dr. Leno Kelly, shout out to him because he was also our officiant at our wedding. Wow. And I walked into his office and I was like, I want to do radio. And he was like, okay, well, what do you want to do with it? Well, you know, I really like. music and artists and I think it would be fun to run one of the radio stations and he's been in radio his whole life and I think he already had a little peek of just what the future of radio looked like and I was already interning at Wood Radio in Grand Rapids so I was getting the news feel of it and he said hey this news thing I think you want to stick in it I think you should stick around I think you're good at it and I was like I don't know You know, I wanted to do a little bit of both. I wanted to do a little bit of music radio. And still, I was very invested in news. It was something that I had a passion for. But he heard my voice and said, yeah, stick around in this. And I'm glad I did. He guided you toward news rather than towards music, DJing because of the... The quality, the timber, the everything of your voice. A little bit of both because it was definitely, hey, I think you have the sound for it. And I think the future of where we're going with it, you have better possibilities sticking around with news. And I don't think he's wrong in that situation. Unfortunately. But it was definitely the right route for sure. And I mean, I've been in news ever since. Like I never worked for a, I did some voice tracking. I did some work with some of the music stations, but I never worked just solely with a music station. It was always news from college until now. And you've had a chance to do some music stuff here, right? Was it a holiday or a thing where you did a show? Was it KBCO? Yes. It was KBCO? International Women's Day. They do a takeover with all the females in the office and then we all get to DJ on KBCO, which was a ton of fun. So yeah, I like to have that opportunity when it's there, but this was the bread and butter for long this time. When you did that, did it make you think I wish I were doing that? No. No.
No. You like what you're doing pretty well, even though you have to sit near me? Yeah, yeah. You tacked on that last part, and then I had to think about it. Yeah, I didn't think about it. I was not impressed with that delayed reaction. Hi, Ross and Gina flew to Tokyo nonstop from Denver in Polaris. It was great, but only because I'm tall, old, and have bad knees and needed to not be sitting up for 14 hours. Food was math and lay down seat, not all that. Comfy. Down Comforter was sublime, though. Don't be jealous. I never paid for first until I retired and felt I deserved it. Down Comforter? Wow. Do you have a down comforter at home? No, we don't even have that. That's how boozy it is. Another text, I was a United employee for 38 years. Still have free flights, of course. Yeah, rub it in. When United is, when Polaris is available, we will go anywhere even for just one night. The experience in Polaris is amazing. I've gone to Narita Japan. for one night, twice, Auckland, New Zealand for two nights, and recently Munich for two nights, all in Polaris. Okay, first of all, rub it in. Second of all, do you bypass the Sunday cart, or do you get the Sunday, like any normal person should and would? Okay. Oh, hot chocolate, hot chocolate mix. As an ice cream topping? Yeah, and just the mix. He's like the powder, not making hot chocolate, but just the powder on top of ice cream says it's the best. I don't hate that idea. I don't hate that idea either. Yeah. Oh, and then you get the mix. It's got the little mini marshmallows in it, and you get the bonus. Oh. Wow. Best topping for homemade vanilla ice cream. Pound cake croutons with a bourbon caramel sauce. Whoa. Bougy. That's bougie, too, yeah. Ross, if you bathed in hot fudge, would you wash your legs? No, I would suggest use my fingers and, like, you know, wipe the hot fudge off my legs and eat it until the hot fudge were gone. What? What? That's obviously the right answer. Why would you why if you were bathing in it? Oh my gosh. Gummy worms and crushed Oreo dirt cake. Crushed pineapple is best on both ice cream and pizza. Lots of hot fudge. Grater's ice cream chocolate jimmies. I haven't had Grater's ice cream jimmies, but I have had Grater's ice cream because my sister used to live in Cincinnati, and Grater's ice cream is some of the best ice cream ever, and you can get it in some supermarkets now in pints, but you won't be able to afford to pay your rent if you get it. So if you win the lottery, go buy some Grater's ice cream, and you will enjoy yourself. I'm being told that we need to go to A-Rod now. Now? Yeah. Okay. Where's the love for cookie dough? No, but we're talking not about the best ice cream flavor. We're talking about the best hot flavor. Like cookie dough bits on. Oh, really? As a topping? Yep. Is that what Arod is here to talk about or are you here to talk about football? That's literally it. Shannon built it up way too much. That's it, huh? You just wanted to. Yeah, that's it. Aeron, if you baked in hot fudge, would you wash your legs after?
Yes, just like everyone normally should. You're the only freak here. Remember this. Yeah. I don't know what's wrong with all these people around me. Yeah, we're the problem. Yeah. Let me share this interesting story with you. I'm going to stop wasting your time for a minute. I want to get to this today. So there's a guy named Jason Ardei, A-R-D-A-Y. He's a young-ish, black guy. I'm not calling him African American because I'm not sure he's American, although I think he's American. I think he's American. But he was named as a professor at Cambridge in England. I think he's American. And he is the youngest full professor ever at Cambridge, Jason R. Day. And now there's this... Big story coming out about him literally days before his book is supposed to be published. I think he's 41 years old now. And let me just share a little of this with you from National Review. Jason Arday, who received media attention for becoming the youngest black professor ever at the University of Cambridge. I think I said youngest professor. Youngest black professor has recently come under scrutiny for allegedly fabricating his professional affiliations and plagiarizing his academic work. Wow. Now another line on his resume is in doubt. Arde says on his official faculty website that he is a visiting professor at the Ohio State University in the Office of Diversity and Inclusion. But Ohio State's DEI office closed last year and the school says he was never an employee. Wow. They say we have no record of an employee of that name. So now they're looking at a whole bunch of this stuff. Now, at first, this stuff was kind of simmering as these things do from time to time in conservative media. And because the liberals don't want to talk about this. He's an African-American guy. He's a smart African-American guy. And often what happens with these folks, you saw with, with Claudine Gay, who was president of Harvard and had to resign after it came out that she had plagiarized a bunch of her work as well. And what happens is that the people seem to the liberal establishment and the woke and the woke educational establishment, the people themselves seem. Too good to check. You don't want to go look. It's not that hard to check if a guy who puts on his applying to be a professor at your university and claims to be a visiting professor at another major university. It's not that hard to check whether he really is. But I guess they didn't because he's too good to check. They want him to be true. He's a unicorn. They want him to be real. And now they're finding that appears that he plagiarized a bunch of stuff. He's told some stories about like a severed pig's head being sent to his house. And, you know, sometimes hear stories about how somebody who hates Muslims will send some pig or pork-related thing to their house. But he's not Muslim. And people are questioning whether this thing ever happened. His Ph.D., a professor who's writing over at the free press says his Ph.D. has a glaring grammatical error in the title.
of the PhD and on and on and now as people are looking at it more it's it's broken through containment right the the academia and liberal media and all that they're trying not to talk about this story and trying to portray this Questions about him or criticism of him as some kind of right wing lynch mob. Well, it's kind of broken containment now. Here's a headline from the New York Times from two days ago. Questions mount over a star scholars life and career. A knife, this is the subhead now, a knife wielding masked man, a pig's head outside his parents' door, running 30 marathons and 35 days. Another claim. The only person I know who's done that is Michael Brown. 30 marathons in 35 days. The Cambridge professor Jason Ardee accused of plagiarism says he has actually been through all of that. Not everyone believes him. Oh, and he is British. He was raised in South London by Ghanaian immigrant parents. He seems to have a very interesting life story, but this is the thing. Kind of like with Victor Marx here in Colorado, there is no way to know just what to believe. All right, the aforementioned Michael Brown up with you. Next, thanks, Gina. Thanks, Shannon. Have a great rest of your Wednesday. Saturday, August 22nd in Tampa. Witness an MMA legend's final fight. Chris Cyborg, one of the greatest in history. She's an absolute pioneer in the sport. Defense her PFL world title, one last time. Unforgettable end to an unforgettable career. And still. Saturday, August 22nd live from Benchmark International Arena. For tickets, visit pfell. info slash Tampa. Vital doesn't always mean visible. Across America, advanced technology is working behind the scenes, strengthening our nation. It protects our warfighters, advances life-saving healthcare, combat cyber threats, and defends the critical infrastructure that keeps our country moving. At GDIT, we power the systems that help America operate, connect, and stay secure. Every hour, every mission, every day. GDIT, behind America's invisible advantage. Got plans this summer? A brewery crawl? Another lake trip? The same festival you've been to three times already? Do something different. This August, Virginia International Raceway becomes the ultimate summer destination. Watch Inns's Michelin GT Challenge at VIR. August 21 through 23rd brings some of the fastest sports cars to battle through VIR's legendary corners. Camp with friends. Enjoy live music and experience a weekend you'll actually be talking about afterward. Start planning now at govir.net. Mom, can I have Lingo Kids? Sad, Lingo Kids, please! When did we become the Lingo Kids' house? No idea. Last week it was dinosaurs. This weekend's... Lingo Kids!
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