Podcasts about 1Q

Economy During the second quarter, we expect the U.S. economy likely recovered completely the output lost during the pandemic. Prior to the onslaught of COVID-19, total real GDP was roughly $19.2 trillion. The impact of the pandemic forced GDP to fall to $17.3 trillion, a decline of nearly -10%. However, following 1Q 2021 GDP growth […]

Golden Minerals Company (NYSEAMERICAN:AUMN) (TSE:AUMN) (FRA:7GB) CEO Warren Rehn tells Proactive has its has achieved second-quarter 2021 production of 3,634 gold equivalent ounces, consisting of 3,452 gold ounces and 12,323 ounces of silver, from its Rodeo gold-silver mine in Mexico. Rehn says the output represented the company's first full quarter of production, increasing by 133%, or 2,075 gold equivalent ounces, from 1Q 2021. He adds the group is 'well on track' to accomplish its goal of producing 12,000- 14,000 ounces for the year.

In this episode:The current situation as of early July 2021 in South America and a country-by-country “reading” of how we think it will evolve into 1Q 2022 and beyondOur philosophy on how we work with our clients and advise them on planning travel in this new era--just like you work with a financial or legal advisor.The metrics we use to evaluate how safe a destination can be and how to approach planning any trip using themWhy Chile is your safest travel destination for holiday travel and in early 2022 Our suggestions for being an early entry traveler to the region from travel style to specific destinations Why now is the time to plan the bucket list destinations and holiday travel for 2022 (pent up demand is real)And much more!Resources:We are proud to be recommended by Condenast Traveler as a top Travel Advisor in 2020 and 2021. You can read our review and more about our approach here.Explore our destinations in South AmericaContact us to discuss your tripRevisit these episodes to spur wanderlust in: -Chile & Uruguay: From vineyards to beaches-The Peruvian Amazonian-Ecuador: The Galapagos, of course!-Argentina: Mendoza for wine lovers

This week in the podcast, Lori takes a deep dive into the holdings of actively managed Large and Small Cap funds, based on their 1Q filings. Though the data lags, it usually provides important insights into active manager positioning and sentiment, and this time it was actually quite insightful. The big thing you need to know – the favorite stocks of long-only managers in both Small Cap and Large Cap aren't performing very well in 2021, but it doesn't really matter as the funds themselves are still having a very good year, due to good stock picking in 1Q and some favorable sector exposures.

Intouch Insight Ltd (TSXV: INX) (OTCQX: INXSF) CEO Cameron Watt tells Proactive the Ottawa, Canada-based technology group says that despite it a 23% decline in it 1Q revenue compared to Q1 in 2020, the company has maintained its customers, and its US business is on the recovery. Watt says the group, which sells customer experience management SaaS products to mostly location-based industries, expect to see 'real recovery' begin to happen by its third quarter, driven by a pending acquisition and global economic recovery.

Kidoz Inc (CVE:KIDZ) (OTCMKTS:KDOZF) Co-CEOs Eldad Ben Tora and Jason Williams tell Proactive the Anguilla, BWI-based mobile AdTech developer for kids' brands recently reported an 'extremely strong' year-over-year increase in its first-quarter revenue for 2021. Ben Totra and Williams say despite 1Q historically being the weakest quarter for advertisers, the company generated total revenue of US$1,557,942 -- a 58% spike compared to the prior-year period. The group say they are growing 'really fast, with lots of great traction.'

Healthy discussions and strong connections between founders and their target customers are key to the success of emerging brands. Using the vast reach of online technology is significant in this mission, and this is where 1Q focuses its offers as a consumer engagement platform. Exploring this company even deeper, Elliot Begoun talks with Mike Murphy, Senior Vice President - Client Engagement, and Doug Danowski, Chief Revenue Officer. They explain how allowing founders answer questions from their potential clients can help boost their authority, build a network, and save resources on market research. They also tackle the most important areas startup businesses must concentrate on in order to thrive, from the constant desire to innovate to embracing the difficult yet rewarding daily grind.Love the show? Subscribe, rate, review, and share! tigbrands.com/tig-talks/

5月17日の情報セキュリティーニュース　＃52 1.メガネブランド「Zoff」のインターメスティックがランサム被害 2.欧州5拠点で同時多発的なランサム被害 - 東芝テック 3.2021年1Qにダークネットで1187億パケットを観測 - NICT 4.「Mirai」国内感染ホスト、約半数がロジテック製ルータ 5.JSSECとSIOTP、6月にオンラインフォーラムを開催 6.SAP、5月の月例セキュリティパッチをリリース 雑談 ＃サイバーセキュリティ ＃情報セキュリティ

Senior Directors Ashley Phillips and Brian Ropp of KBRA's Financial Institutions group take us through the fourth episode of Bank Compendium Insights, which features a discussion of the impacts of COVID and CECL one year in for KBRA's U.S. Bank coverage population. They also provide a summary of the 1Q 2021 financial results and key observations about our long-term rated banking universe, as well as KBRA's expectations for the banking industry for 2021.

This special episode is a commentary by DBS chief economist Taimur Baig. Singapore’s January-April economic momentum will be disrupted by a set of renewed stringent measures. New coronavirus variants are highly transmissible; they may also have some vaccine resistant properties. An abundance of caution warrants a degree of reinforced stringency on mobility and proximity. Singapore’s imperative now is to vaccinate a wider population as soon as possible, as vaccinated individuals are extremely unlikely to suffer from severe illness or fatality. Japan’s real GDP likely contacted by 2% in 1Q as domestic demand deteriorated due to the resurgence of COVID-19, fully offsetting the recovery in exports. Same could be on the cards for Singapore in 2Q. Between progress with vaccination and targeted fiscal support, Singapore should come out of the May/June turbulence quickly. See omnystudio.com/listener for privacy information.

Nova Leap Health Corp. (TSXV: NLH) CEO Chris Dobbin tells Proactive the home health care services company's 1Q revealed record revenues for the Halifax, Nova Scotia-based group. Dobbin says its the highest revenues in the company's history, bringing in $5,020,139, 8.87% higher than Q1 2020 revenues of $4,611,140, attributing the growth to increased coronavirus vaccination efforts. The group currently has locations in seven US states, and is currently seeing 'strong deal flow.'

The Spectrum of Hyperscale Data Centers Tim puts hyperscale users on a spectrum: on one end there are first-party applications driving data center demand, and on the other end are third parties driving demand. What that means is that if a data center is providing cloud services — meaning that it has customers who are external to the business — it's on the end where a third party is driving demand. Alternatively, if internal applications are primarily driving demand, then that's on the other end of the spectrum. Tim explains that understanding which end of the spectrum the hyperscale center is on determines the ability to predict future demand. With first-party applications driving data center demand, someone can actually look at data points like usage rates and historic statistics to understand how the application works and grows and gain insights that help improve performance. On the other hand, third-party applications can come with demands that data centers aren't currently aware of. They can be running smoothly one day, but then instantaneously speed up and need more capacity the next day for reasons no one could've anticipated. Providing Flexibility and Speed Understanding this reality and preparing to meet the different demands of different hyperscale data centers is what makes Tim and his team so effective. Because they can look at the specific needs of each data center and clarify whether they're operating in a predictable or unpredictable environment, they can plan accordingly — or at least they can know when they're in a position where any plan might need to get thrown out the window. This situation demands flexibility from all involved. Some data centers may have extreme clarity in what drives their demand, making for fewer last-minute changes. But data centers that rely on third parties have to expect that demand may vary, and they may not be able to see that change in demand coming. Hence, flexibility is key and maintaining an emphasis on speed is crucial. It's no secret that data center growth has continued to skyrocket over the last five to ten years (1Q 2021 has shown yet another period of growth across the globe). And with that growth comes an increase in the need to have a team that can handle the speed of expansion. Yet, not all hyperscale centers are capable of growing as quickly as they want to with the current size team that they have. That's where someone like Tim comes in. One of his goals is to buttress the existing internal self-perform capacity of hyperscale centers with an external team that can help carry the weight. Whether the gap is in construction, sales, marketing, or something else, Tim and his team are always looking to step in and fill whatever roles are needed to facilitate the rapid expansion of hyperscale centers and their capacity. While more hands on deck may help a ship sail faster, there's still an issue of certainty. A hyperscale center may be excited to have someone like Tim and his team to help, but they still have to ask: Can we trust where we're going, and do we know if we're going to get there? As Tim shares, understanding the different needs of different hyperscale clients is crucial to serving them in the most efficient and effective manner. Walking into a project with eyes wide open, understanding the overall market, and intuiting the individual needs of different data centers are three invaluable traits that make someone like Tim, and anyone else like him, poised for success.

TRACON Pharmaceuticals Inc (NASDAQ:TCON) CEO Charles Theuer tells Proactive the group it has initiated 22 US clinical sites and enrolled more than 20 patients in the pivotal ENVASARC trial of single-agent envafolimab and envafolimab combined with Yervoy, which has triggered the initial Data Monitoring Committee review of safety data from each cohort. The group recently reported 1Q quarterly earnings, where it ended the quarter with cash and equivalents of $30.4 million, which it said will fund its operations into the second half of 2022.

Sonu, who is in custody under Narcotics Drugs and Psychotropic Substances Act, 1985 (NDPS Act), w.e.f. 29.11.2019 for possessing 18.44 grams of heroin (Deacetyl morphine), has now come up before High Court under Section 439 of CrPC, seeking bail, on the grounds that the quantity of contraband allegedly seized is intermediate quantity and does not restrict bail, because the quantity greater than 250 grams of heroin (Deacetyl morphine), falls in the category of the commercial quantity; hence the restrictions for bail imposed in S. 37 of NDPS Act, do not apply, and in the present case he is in custody for a considerable time. What does the Court do? Sonu Kumar v. State of Himachal Pradesh Case No : Cr. MP (M) No. 264 of 2021 Bench : Anoop Chitkara Citation : 2021 Indlaw HP 196 Link: https://drive.google.com/file/d/1Q-5-HLnI8YB-MFMBrRHpN-Yx5pv92rfO/view?usp=sharing Instagram: lawandbehold --- Send in a voice message: https://anchor.fm/lawandbehold/message

Preguntas enviadas por nuestros inversores durante el 1Q de 2021 1-(min 1:36) Macro, growth y tendencias 2-(min 19:13) Inflación 3-(min 29:44) liquidez 4-(min 41:52) sobre el fondo 5-(min 45:58) Parece claro que las divisiones de cloud de los principales actores del mercado están y estarán inmersas en una tendencia de crecimiento secular, todas ellas están aumentando sus plantillas y grandes sectores están empezando a migrar a la nube, véase financials. ¿Creen tener bien identificados los más probables ganadores del sector o por el contrario siguen intentando vislumbrarlo? 6-(min 50:23) ¿Creéis que se puede invertir para aprovechar la falta mundial de oferta de chips, sabéis como hacerlo y lo habéis hecho? 7-(min 57:48) Escuché vuestro podcast sobre criptomonedas como Ethereum o Bitcoin, ¿habéis investigado sobre ellas o pensáis invertir en algo relacionado? Muchas gracias 8-(min 1:00:40) No sé si podéis contestar a la tesis o lo que se espera, si las conocéis, de WISH y Baozum. Si no las conocéis os pregunto por la que lleváis en cartera COUP US Coupa Software Inc. 9-(min 1:06:53) Nvidia. Dedicación de productos al minado de cryptos. Puede ocurrir un retroceso importante en la cotización como en septiembre de 2018? ¿A largo plazo cómo la veis? 10-(min 1:08:55) Alguna empresa nacional en cartera o interesante 11 (min 1:09:30) CD Projekt, ¿creéis que el downside está suficientemente limitado? ¿O los problemas con Cyberpunk aún pueden tener repercusiones mayores a largo plazo? 12-última pregunta general Disclaimer: este video no es una recomendación de compra o venta y no debe entenderse como tal.

Chesapeake Financial Shares, Inc. (OTCQX:CPKF) CEO Jeff Szyperski tells Proactive the parent company of both Chesapeake Bank and Chesapeake Wealth Management has reported record earnings for its first quarter of 2021. Szyperski says the group's 1Q revealed a 56% increase year-over-year to $5,262,879, largely driven by governmental programs including both the Paycheck Protection Program (PPP) and other Federal stimulus payments.

From a data center perspective, whenever we approach the end of a quarter, there is always a lot of exciting data to review and trends to discuss. Today, we will be discussing all of the major European data center market highlights for 1Q 2021. We'll also briefly touch upon the condition of the market at the end of 2020 so that we can better understand how the previous year played a role in launching us into the position we find ourselves in today. The European Data Center Market in 2020 2020 was a challenging year across various industries, the data center industry included. That being said, although 2020 was a year fraught with obstacles, it proved to be one of the strongest years that the data center industry has seen in recent memory - not only in terms of absorption but also in regards to the European data center market. When speaking to operators, it seems like the legal process of closing such deals took much longer than anyone anticipated. That being said, when taking into account the deals that should have been closed in 2020 and will now be closed in 2021 (as well as the deals already scheduled to close in 2021), the year ahead is shaping up to be potentially as good as 2020. Observable Challenges in Delivering Supply In 2020, there were observable challenges in delivering supply not only to primary European data center markets such as Frankfurt, Amsterdam, or London, but also to secondary markets. In the face of these challenges, we even witnessed demand transfer to other markets because of the lack of supply. This is largely an issue of providers pre-leasing capacity before it has been built due to the desire to remain in key markets. We have also observed development in tier 2 markets like Berlin and Zurich. These areas are not only taking capacity away from primary markets like Frankfurt but are also considered to be add-ons to those two markets. The power availability in some of the top European data center markets appears to be difficult to come by, as does the availability of appropriately priced land assets. This has resulted in developments outside of the traditional development zones. Anticipated Next Markets Another big trend that we've seen in the European data center market in 1Q 2021 is a dual strategy utilized by companies not only to lease large amounts of capacity but also to own and build it themselves. There has been an observable amount of anticipation surrounding where the next big markets will be located. In 1Q 2021, there seemed to be large amounts of speculation surrounding appropriate landmasses in tier 2 markets. Additionally, the competition for tier 2 markets seems to be potentially less than it is in tier 1 markets. Overall, the growth of the tier 2 markets has been anticipated. At datacenterHawk, we're interested to see how the absorption rate of European data center markets in 2021 will impact 2022, as well as whether or not that demand continues or simply levels off for a period of time. Regulatory Environments in the European Data Center Market In some countries within the European data center market, we've seen significant growth. In others, however, we have observed a slow down of sorts because of changes made related to power or, perhaps, data sovereignty. From the European perspective, there is a huge push to lessen carbon emissions and reduce the impact on climate change. Overall, the last year has increased the profile for the sector. People have been astoundingly grateful for digital infrastructure and its ability to allow society to push forward in the wake of a pandemic fairly unencumbered. If you would like to dive deeper into 1Q 2021 North American and European data center data, click below to request access to Hawk Insight: https://www.datacenterhawk.com/request?feature=insightMarket&market=1Q21%20Hawk%20Insight

1Q 2021 Data Center Market Highlights: What We've Noticed and What to Expect With the first quarter of 2021 now complete and the second quarter of the year being well underway, datacenterHawk will be taking a look back over the key data center market highlights of 1Q 2021. Here, we'll be discussing our top takeaways from the quarter, as well as touching upon our expectations for the second. Overall, while 2020 was one of the strongest demand years in the industry, the remaining market fundamentals in 2021 seem to be robust. Consistent Hyperscale Demand With 2020 being one of the largest growth periods in the history of the data center industry, many wondered just what the first quarter of 2021 would look like. What we quickly realized is that the expansion of hyperscale users- not just in the United States but in Europe and Asia- would continue to grow. While quarter one of 2021 didn't see quite as much hyperscale demand in comparison to the previous quarter, demand was still consistent and stable. As we look to the remainder of 2021, we expect to see the continuation of a dual strategy from hyperscale companies who are looking to lease and own their data center portfolio. The Resurgence of Enterprise Demand Another key highlight that we can take away from Q1 of 2021 in the data center market is the resurgence of enterprise demand. While you could argue that this is a market by market trend, we view it as being a fairly holistic change. When COVID first hit, things went pretty quiet on this front. Now, there appears to be more RFPs in the data center market for requirements within a particular size range. This is an especially encouraging sign in terms of the beginning of 2021 and leaves us optimistic for enterprise demand to continue to grow throughout the remainder of the year. Key Changes in the North American Data Center Market Northern Virginia– Once again, Northern Virginia led North America's data markets in terms of absorption. One particular change that leaves us feeling optimistic for the growth of this sector is the continuing growth of interest in locations like Manassas, Gainesville, and Leesburg. While most of this area's demand has historically been placed on Loudoun county, we now see that demand expanding to the surrounding municipalities. Phoenix– Phoenix is a particularly interesting data center market in North America for a variety of reasons. In the minds of most, Phoenix can be divided into five different areas: the center of Phoenix, Chandler, Mesa, north of Downtown, and Goodyear. Some of the main advantages that can be found in Phoenix are reasonable costs, a competitive market, and the area's unique ability to scale over time. While there are other markets with similar characteristics, Phoenix is unique in that its market has been validated by the big cloud providers. In terms of Q1 of 2021, demand was greater in Phoenix than the previous three quarters combined. This unevenness in demand highlights the “lumpiness” that is commonplace across the data center industry. Due to hyperscale users focused on maturing their portfolio in Phoenix, the area also experienced a significant uptick in leasing in the first quarter of 2021. With many in the industry seeing the potential for Phoenix to grow to be as robust as the Northern Virginia market, Q1 of 2021 certainly encourages such predictions for years down the road. Be sure to subscribe to our newsletter to stay up to date on the data center industry! – https://lp.datacenterhawk.com/stay-up-to-date

Golden Minerals Company (NYSEAMERICAN:AUMN) (TSE:AUMN) (FRA:7GB) CEO Warren Rehn tells Proactive the Colorado-based group 'right on target' with 1Q gold production from its Mexican operations, and is on track to increase threefold for 2Q, and meet its annual production guidance for 202. Rehn says it produced 1,559 gold equivalent ounces and sold 1,054 ounces in the first quarter ended March 31, 2021, from its Rodeo mine. Those figures put Golden Minerals on pace for annual production of 12,000 to 14,000 ounces of gold in 2021.

A slow day for our markets as it feels like the calm before the storm ahead of 1Q earnings. Tune in to today's podcast to see what the markets are telling us today based on the VRA Investing System, and more importantly what we see looking forward for investors. 11 minutes.

暗号資産（仮想通貨）・ブロックチェーンに特化した幻冬舎のメディア「あたらしい経済 https://www.neweconomy.jp/ 」がおくる、ラジオ番組です。毎日最新ニュース解説とコラムをお届けします。 ・フィデリティ、コインベース、スクエア、政策立案者向けに評議会設立 ・クレカ決済与信確認をブロックチェーンで、MUFGとAkamaiの「GO-NET」正式稼働 ・上場控えたコインベースの四半期総収益が約1,970億円、2021年1Q決算資料公開 ・野村傘下インスティネットとクレディスイスが米株式取引の同日決済に成功、パクソスのブロックチェーンサービス利用 ・ポルカドット（Polkadot）およびクサマ（Kusama）上でステーブルコインUSDT発行へ ・グレースケールがファンドのポートフォリオにChainlink（LINK）を追加 ・コインシェアーズ、ライトコイン（LTC）のETP販売開始 ・オークションハウス大手のサザビーズ、デジタルアーティストPakと共同でNFTアート販売 ・DeFiプロトコルのリクイティ（Liquity）、イーサリアムメインネットローンチ ・ゴールドマンサックスCEO、米国のデジタル通貨規制は「大きな進展」を経験するだろう ・LINE Blockchainのビジネス構築支援プログラムを開始、LINEとCryptoLab ・コインチェックが暗号資産OMGを取扱開始 ・JVCEA会長にコインチェック代表取締役の蓮尾聡氏が就任 ニュースの詳細や、アーカイブやその他の記事はこちらから https://www.neweconomy.jp/

In the Sensei’s Corner this week, we welcome Nish Desai, director of technology, and partnership with Xaxis. Founded in 2011, Xaxis is a programmatic media company that empowers its clients to reach out to their customers through different touchpoints. Today’s episode was recorded just short of a year ago, and we discussed when Google first announced third-party cookies deprecation and the effects they can have on ad spending. Although Browser IDs will not be a tangible solution based on Google's latest announcement (in 2021), the conversation with Nish really brought up some historical explanation on Cookie targeting and additional resource to consider (in 2021) Nish and I recorded an updated episode that will be published next with newer information based on the 1Q 2021. Connect with: Nish Desai: LinkedIn Programmatic Digest podcast: Contact | Shownote | Website Helene Parker: Website | Linkedin | Twitter | Instagram

【himalaya2020年8月26日配信回】36kr Japan 関連記事https://36kr.jp/73090/ファーウェイ傘下の半導体「ハイシリコン」、2020年第1Qの売上高は初の世界トップ10入りhttps://36kr.jp/70430/中国長江存儲科技（YMTC）、128層フラッシュメモリー開発に成功

Yes, it has been a year of Kopi Time! When we did our first recording on February 24, 2020, Covid was still a China-oriented crisis, and global financial markets were still buoyant. But even then, in that inaugural episode, Bert Hofman, Director of the East Asian Institute at NUS and Professor of Practice at the Lee Kuan Yew School, warned about the sharp 1Q contraction unfolding in China and possible spillover risks. We invited Prof Hofman back to Kopi Time to take stock of the past year and the road ahead. We begin by going over the global policy response to the pandemic and the fault-lines and vulnerabilities revealed last year. Prof Hofman then considers Asia’s outlook this year, along with the risk of financial market contagion. We then discuss China at length, including Bert’s scorecard for the economy in 2020, the dual circulation economic strategy, push for innovation, agenda on climate change, developments in the digital currency space, and of course, the future of China-US relations. We thank our listeners for their time and support over the first year of Kopi Time. See omnystudio.com/listener for privacy information.

【himalaya2020年8月17日配信回】36kr Japan 関連記事https://36kr.jp/75752/コロナ禍のデリバリー需要は高級志向「美団点評」1Q決算、売上高減少も客単価上昇

【himalaya2020年7月29日配信回】36kr Japan 関連記事https://36kr.jp/73215/テンセント1Q決算、2ケタ増収を維持　WeChatのMAUは12億人超https://36kr.jp/64550/収益化を加速するWeChatの2020年　コンテンツの布陣にも変革https://36kr.jp/60394/【動画で解説】爆発的に普及した中国の「ミニプログラム」、一体何がすごいのか

The Professional Ethics Executive Committee had its 1Q meeting this week. Listen as Toni Lee-Andrews, director of the AICPA Professional Ethics Division, and staff fill you in on the highlights, including key votes on NOCLAR, records requests, and staff augmentation. If you’d like more detail than we cover in this episode, you can review the meeting agenda. Full meeting minutes will be on PEEC’s meeting information page after PEEC's next meeting in May. What you’ll hear: (00:36) Welcome (01:08) NOCLAR (02:05) Staff augmentation (09:48) Records requests (12:50) SEC convergence (16:00) Compliance audits (18:27) Convergence with IFAC’s role and mindset standard (20:05) IESBA activity (22:45) Statements on Standards for Tax Services   If you have questions about the substantive content of this episode, please call the ethics hotline at 888.777.7077 (option 2, then option 3) or email ethics@aicpa.org. If you’d like to suggest topics for future episodes, please email ethicallyspeaking@aicpa.org

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15-7 = 68% Profit #Pac12 Basketball (52.5% is breakeven) 12-10=54% Profit #NFL Playoffs Follow The Money Playoffs 2021(18weeks consecutive of profit) #ESBC Podcast finish #NFLWeek16 236-159=60%#ats 16 consecutive weeks Profit). (Breakeven is 52.5%) Jim Coventry Brings Juice ; fundamental Analysis to make us $$$$$$$$$$ @JimCoventryNFL Follows you Rotowire NFL analyst/Fri and Sat SXM co-host Ch 87 & 210 during NFL season. Many top-50 contest finishes and a #1 overall. Comprehensive analysis=solid takes. 100% Transparency here is link to Live spread sheet link here docs.google.com/spreadsheets/d/1Q…/edit?usp=sharing https://www.rotowire.com/writer.php?name=jimcoventry 100% Transparency here is link to Live spread sheet link here docs.google.com/spreadsheets/d/1Q…/edit?usp=sharing Business owners have to be in revenue generating activity 80% of the time We provide a system for the highest and best use of your time from a financial perspective watching NFL Football, College Basketball, College Football, Major League Baseball and College football) We use these tool from the business, academic and financial world to bet on games. And the result is close to 400% ROI these year. The average investment in the stock market has yielded 50% Fundamental Analysis Technical Analysis Decision Science Statistics Common Sense Arbitrage We value transparency and authenticity Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment linktr.ee/esbcpodcastnetwork Link To Post "Top Ten Rules Of Betting" ecosystemsbusinessconcierge.com/2019/08/2…sketball/ Josh Abner MBA makes you money ; with Picks at a high percentage but teaches the "how" that is omitted from helping you out to win consistently @JPL92 Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment

85% Profit #Pac12 Basketball 12-10=54% Profit #NFL Playoffs Follow The Money Playoffs 2021(18weeks consecutive of profit) #ESBC Podcast finish #NFLWeek16 236-159=60%#ats 16 consecutive weeks Profit). (Breakeven is 52.5%) 100% Transparency here is link to Live spread sheet link here docs.google.com/spreadsheets/d/1Q…/edit?usp=sharing Business owners have to be in revenue generating activity 80% of the time We provide a system for the highest and best use of your time from a financial perspective watching NFL Football, College Basketball, College Football, Major League Baseball and College football) We use these tool from the business, academic and financial world to bet on games. And the result is close to 400% ROI these year. The average investment in the stock market has yielded 50% Fundamental Analysis Technical Analysis Decision Science Statistics Common Sense Arbitrage We value transparency and authenticity Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment linktr.ee/esbcpodcastnetwork Link To Post "Top Ten Rules Of Betting" ecosystemsbusinessconcierge.com/2019/08/2…sketball/ Josh Abner MBA makes you money ; with Picks at a high percentage but teaches the "how" that is omitted from helping you out to win consistently @JPL92 Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment

【himalaya2020年6月25日配信回】36kr Japan 関連記事https://36kr.jp/73090/ハイシリコン、2020年第1Qの売上高は初の世界トップ10入りhttps://36kr.jp/69740/中国エレクトロニクス、半導体の内製化が進み後半の業績は有望

Routing and Firewalling VLANS with FreeBSD, FreeBSD 12 VNET jail with ZFS howto, pkgsrc-2020Q4 released, FreeBSD on Raspberry Pi 4 With 4GB of RAM, HardenedBSD December 2020 Status Report, and more NOTES This episode of BSDNow is brought to you by Tarsnap (https://www.tarsnap.com/bsdnow) Headlines Routing and Firewalling VLANS with FreeBSD (https://klarasystems.com/articles/routing-and-firewalling-vlans-with-freebsd/) In this article we are going to look at and integrate two network isolation technologies, VLANs and VNET. VLANs are common place, and if you have done some network management or design then you are likely to have interacted with them. The second are FreeBSDs VNET virtual network stacks, a powerful network stack isolation technology that gives FreeBSD jails super powers. Ethernet VLAN (standardised by IEEE 802.1Q) are an extension to Ethernet and provide an essential method for scaling network deployments. They are used in all environments to enable reuse of common infrastructure by isolating portions of networks from each other. VLANs allow the reuse of common cables, switches and routers to carry completely different networks. It is common to have data that must be separated from different networks carried on common cables until their VLAN tags are finally stripped at a gateway switch or router. How to set up FreeBSD 12 VNET jail with ZFS (https://www.cyberciti.biz/faq/configuring-freebsd-12-vnet-jail-using-bridgeepair-zfs/) How do I install, set up and configure a FreeBSD 12 jail with VNET on ZFS? How can I create FreeBSD 12 VNET jail with /etc/jail.conf to run OpenVPN, Apache, Wireguard and other Internet-facing services securely on my BSD box? FreeBSD jail is nothing but operating system-level virtualization that allows partitioning a FreeBSD based Unix server. Such systems have their root user and access rights. Jails can use network subsystem virtualization infrastructure or share an existing network. FreeBSD jails are a powerful way to increase security. Usually, you create jail per services such as an Nginx/Apache webserver with PHP/Perl/Python app, WireGuard/OpeNVPN server, MariaDB/PgSQL server, and more. This page shows how to configure a FreeBSD Jail with vnet and ZFS on FreeBSD 12.x. News Roundup pkgsrc-2020Q4 released (https://mail-index.netbsd.org/netbsd-announce/2021/01/08/msg000322.html) The pkgsrc developers are proud to announce the 69th quarterly release of pkgsrc, the cross-platform packaging system. pkgsrc is available with more than 24,000 packages, running on 23 separate platforms; more information on pkgsrc itself is available at https://www.pkgsrc.org/ FreeBSD ON A Raspberry PI 4 With 4GB of RAM (https://lambdaland.org/posts/2020-12-23_freebsd_rpi4/) This is the story of how I managed to get FreeBSD running on a Raspberry Pi 4 with 4GB of RAM, though I think the setup story is pretty similar for those with 2GB and 8GB.1 HardenedBSD December 2020 Status Report (https://hardenedbsd.org/article/shawn-webb/2020-12-31/hardenedbsd-december-2020-status-report) Happy New Year! On this the last day of 2020, I submit December's status report. Beastie Bits Christmas Cards The Unix Way - with pic and troff (https://www.youtube.com/watch?v=xMijdTWSUEE&feature=youtu.be) Fast RPI3 upgrade from source (cross compile) (https://forums.freebsd.org/threads/fast-upgrade-raspberry-pi3-from-source.78169/) *** ###Tarsnap This weeks episode of BSDNow was sponsored by our friends at Tarsnap, the only secure online backup you can trust your data to. Even paranoids need backups. Feedback/Questions Robert - zfs question (https://github.com/BSDNow/bsdnow.tv/blob/master/episodes/386/feedback/robert%20-%20zfs%20question.md) Neb - AMA episode.md (https://github.com/BSDNow/bsdnow.tv/blob/master/episodes/386/feedback/neb%20-%20AMA%20episode.md) Joe - puppet (https://github.com/BSDNow/bsdnow.tv/blob/master/episodes/386/feedback/joe%20-%20puppet.md) Send questions, comments, show ideas/topics, or stories you want mentioned on the show to feedback@bsdnow.tv (mailto:feedback@bsdnow.tv) ***

70% NFL Free Picks ESBC Weekly Against the Spread Everygame Follow The Money Playoffs 2021(18weeks consecutive of profit) #ESBC Podcast finish #NFLWeek16 236-159=60%#ats 16 consecutive weeks Profit). (Breakeven is 52.5%) 100% Transparency here is link to Live spread sheet link here docs.google.com/spreadsheets/d/1Q…/edit?usp=sharing Business owners have to be in revenue generating activity 80% of the time We provide a system for the highest and best use of your time from a financial perspective watching NFL Football, College Basketball, College Football, Major League Baseball and College football) We use these tool from the business, academic and financial world to bet on games. And the result is close to 400% ROI these year. The average investment in the stock market has yielded 50% Fundamental Analysis Technical Analysis Decision Science Statistics Common Sense Arbitrage We value transparency and authenticity Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment linktr.ee/esbcpodcastnetwork Link To Post "Top Ten Rules Of Betting" ecosystemsbusinessconcierge.com/2019/08/2…sketball/ Josh Abner MBA makes you money ; with Picks at a high percentage but teaches the "how" that is omitted from helping you out to win consistently @JPL92 Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment

70% NFL Free Picks ESBC Weekly Against the Spread Everygame Follow The Money Playoffs 2021(17weeks consecutive of profit) #ESBC Podcast finish #NFLWeek16 236-159=60%#ats 16 consecutive weeks Profit). (Breakeven is 52.5%) 100% Transparency here is link to Live spread sheet link here docs.google.com/spreadsheets/d/1Q…/edit?usp=sharing Business owners have to be in revenue generating activity 80% of the time We provide a system for the highest and best use of your time from a financial perspective watching NFL Football, College Basketball, College Football, Major League Baseball and College football) We use these tool from the business, academic and financial world to bet on games. And the result is close to 400% ROI these year. The average investment in the stock market has yielded 50% Fundamental Analysis Technical Analysis Decision Science Statistics Common Sense Arbitrage We value transparency and authenticity Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment linktr.ee/esbcpodcastnetwork Link To Post "Top Ten Rules Of Betting" ecosystemsbusinessconcierge.com/2019/08/2…sketball/ Josh Abner MBA makes you money ; with Picks at a high percentage but teaches the "how" that is omitted from helping you out to win consistently @JPL92 Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment

70% NFL Free Picks ESBC Weekly Against the Spread Everygame Follow The Money Week 15(14weeks consecutive of profit) #ESBC Podcast finish #NFLWeek16 236-159=60%#ats 16 consecutive weeks Profit). (Breakeven is 52.5%) 100% Transparency here is link to live spread sheet link here docs.google.com/spreadsheets/d/1Q…/edit?usp=sharing Business owners have to be in revenue generating activity 80% of the time We provide a system for the highest and best use of your time from a financial perspective watching NFL Football, College Basketball, College Football, Major League Baseball and College football We use these tool from the business, academic and financial world to bet on games. And the result is close to 400% ROI these year. The average investment in the stock market has yielded 50% Fundamental Analysis Technical Analysis Decision Science Statistics Common Sense Arbitrage We value transparency and authenticity Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment linktr.ee/esbcpodcastnetwork Link To Post "Top Ten Rules Of Betting" ecosystemsbusinessconcierge.com/2019/08/2…sketball/ Josh Abner MBA makes you money ; with Picks at a high percentage but teaches the "how" that is omitted from helping you out to win consistently @JPL92 Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment

70% NFL Free Picks ESBC Weekly Against the Spread Everygame Follow The Money Week 15(14weeks consecutive of profit) #ESBC Podcast finish #NFLWeek16 237-162=59% #ats 15 consecutive weeks Profit). (Breakeven is 52.5%) 100% Transparency here is link to live spread sheet link here docs.google.com/spreadsheets/d/1Q…/edit?usp=sharing Business owners have to be in revenue generating activity 80% of the time We provide a system for the highest and best use of your time from a financial perspective watching NFL Football, College Basketball, College Football, Major League Baseball and College football We use these tool from the business, academic and financial world to bet on games. And the result is close to 400% ROI these year. The average investment in the stock market has yielded 50% Fundamental Analysis Technical Analysis Decision Science Statistics Common Sense Arbitrage We value transparency and authenticity Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment linktr.ee/esbcpodcastnetwork Link To Post "Top Ten Rules Of Betting" ecosystemsbusinessconcierge.com/2019/08/2…sketball/ Josh Abner MBA makes you money ; with Picks at a high percentage but teaches the "how" that is omitted from helping you out to win consistently @JPL92 Just coming back from the #SilveradoFire profit from games was both a blessing and a distraction We all give you winners in an extraordinary rate for free. Against The Spread. #Edutainment

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Torre Becton, Head Athletic Performance Coach for Football at Cal, visits @1QLeadership to follow-up on his recent 1Q episode now that the Pac-12 Conference has reversed its initial decision to cancel the 2020 football season. Becton talks about the transition in training and mentality after the announcement. He mentions the internal conversation that took place after the Big-10 announced its decision and the conversations with some players who may have lost motivation to play during the time off. 

- Lakers/Rockets Quite a start for the Lakers, who come out meaning business on a 13-2 run. Early in the bubble the Rockets defense was putting so much effort in their switching but it has dropped off in this series. The Rockets finally create an open three with Westbrook flashing middle and swinging quickly to Rivers in the corner. This is an action that should’ve been used more frequently. Their defense was strong yet again with their small ball units in the 1Q, though they left Rockets shooters open in the final 2 minutes and were punished with 3 straight makes. Much different look to this game since the Lakers stopped flying around on D. Rockets suddenly look comfortable. Much more work for the Lakers to do. It’s now 35-28 after a 17-2 Houston run into a time out. Russell Westbrook has wreaked havoc on the Lakers' passing lanes in this quarter. 11 turnovers by the Lakers so far. Kuzma's cutting this whole series has been great. LeBron was initiating everything early. He sat for some of this stretch, and it’s been Rondo running the offense since LeBron returned. LAL have re-invested defensively with some added intensity, with a massive Caruso chase-down block of Harden as an example. AD will need to be wary of Houston looking to draw his 3rd PF on the offensive end. Anthony Davis hasn't scored yet but he's adjusted really well to the attention he commands down on the block and already has four assists, the last two were easy layups to KCP and Caruso. It's been great seeing AD find the open man. His passing has looked better and better with each game. There’s one of the few times we’ve seen in this series as Harden is used as the screener for Westbrook. This should’ve been utilized much more by MDA. Turnovers are keeping Houston within reasonable distance. LAL have committed 11, towards 15 Rockets points. I just won't understand why teams are always posting up Harden. That plays right into the Rockets plans, he's a good post defender. The rule should be if he's on you go set a ballscreen. Rondo worked in this series. His ability to get to the rim made him pretty valuable. Houston’s been more committed to walling off the paint on LeBron and Davis especially, conceding a bunch of open 3’s as a result, and LAL’s role players are drilling them. The ball's been moving so fluidly on the offensive end. Such a beautiful sight to see. LAL continue to do a strong job defending Westbrook, encouraging him to shoot and contesting his shots at the rim. LAL advance to the Western Conference Finals on the strength of outstanding defense against two very strong offensive teams, beating both Portland and Houston 4-1. On offense, LeBron and AD led the way, as role players increasingly stepped up to knock down shots/make plays. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/cody-johnson4/support

Kia NBA All-Seeding Team 1st Team: (Lillard (MVP)/Booker/Doncic/Harden/Warren) 2nd Team: (Giannis/Kawhi/LeVert/MPJ/Porzingis) Kia NBA Coach of the Seeding Games (Monty Williams) Trailblazers/Grizzlies: A lot of ball screens for Portland to free up Lillard. The guards are looking to get downhill vs. Memphis bigs. Lillard hits his first three after Blazers start 0-3 and Collins follows up with another corner 3 on the next possession. Well balanced attack from Portland so far - everyone chipping in. Trailblazers really need to buckle down defensively. They can really give teams trouble with the high low offense between Nurk/Whiteside. Portland has completely took over this game. Another area where Portland can gives teams trouble is possessing bigs who can stretch the floor. Hezonja with good minutes while hitting a 3. Whiteside and Anthony cannot defend the Anderson/Valanciunas pick and roll. McCollum & Lillard already in double figures. Both teams are fighting! Nurkic is hiring shots from all over the floor and now has a double double (2Q). He had 17 rebounds in the 1H to go along with 15 points. He is exhausted which will be something to keep an eye on. Blazer pick apart the trap with a quick pass to Nurk who kicks to McCollum. Blazers porous defense is the difference in this 3Q. It’s going to be their downfall. DAME WITH THE JAM! It always seems when Portland sets those wide screens with Nurk at the top of the key passing that it equate to success. Watching Lillard, I’m impressed with his jabs and rip throughs. This game is highly competitive. Trailblazers attacking Dieng. The problem for Portland now is that Memphis is beaming with confidence and they are trying to get back in the game. Gary Trent Jr. with a couple of huge deflections to get stops for Portland. McCollum ties it up! He is picking on Morant. STAY MEL0 Grizzlies are being aggressive in guarding the ball screens vs. Lillard. Brooks is such a competitor, he’s not going to back down from Melo/McCollum/Lillard. They are going to need Anderson and JV to step up as they are the ones with the most experience in pressure games. Morant is smooth in the open floor and is quick getting into the paint. Grizzlies are really struggling to score (1Q) as Brooks/Morant/JV/Clarke are 5-18. Melton will he needed to provide some scoring as the main options aren’t producing. But the best thing for them is that Dame hasn’t gotten go yet to put them away and their trio hasn’t gotten off to a good start. Now they are on a 13-2 run. Brooks looks like Lillard right now! Both teams are fighting! JV with 14 rebounds. Here’s the problem... Trailblazers are making a little run to end the quarter, but only down 8 and Ja isn’t playing well. He continues to be aggressive. Memphis needs to trap Dame the rest of the game. Morant is going to be a nightmare for teams once he can consistently knock down 3s. It sickens me how many long 2s Brooks takes. Anthony Tolliver has been such a steadying presence in this game. Brandon Clarke has stepped in this 3Q to provide scoring next to Morant. Ja has such a great ability of making that over the top pass off of screens to shooters. Grizzlies attacking Whiteside. What a 3Q from Memphis with 43 points. Morant is out here HOOPING! I really hate that technical in this game where there’s a lot of emotion. Morant’s ability to split on ball screens is impeccable. He’s getting to whatever spot he wants to. Is there a better player who can drive left and shoot the right handed floater better than Morant? Memphis really need to protect these offensive possessions late in the game and not give Portland extra possessions. Melton would’ve been better than Allen on Dame there. BROOKS! To become a monthly supporter of the Back Em' Down podcast, click this link: anchor.fm/cody-johnson4 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/cody-johnson4/support

Welcome back to Intellicast! We have a jammed-packed episode for you today – Jason Inderhees returns to discuss the GRIT report, market research news, and other current events with Brian Lamar and Producer Brian. We kick off the show with a really cool Publix update. Brian Lamar reached out and got some great tips from a Publix insider, including a secret website to see if chicken tender subs are on sale. You can visit it here: http://arepublixchickentendersubsonsale.com The guys then move into some market research news, including promotions at Directions Research and MarketVision, a new hire by Measure Protocol, and a new division launched at Schlesinger. They also discuss the rebrand of LRW to Material, which leads to a discussion on what potentially EMI could rebrand as. The news then turns a bit more serious as they discuss the recent search of the Hong Kong Public Opinion Office and its link to the new laws in Hong Kong. Keeping with the polling theme, the guys also discuss RavenPack’s new alternative to polling solution. Finally, the guys discuss the news of Wal-Mart being sued for a CCPA breach. Jason takes us off the rails by bringing up the return of baseball (and other sports) in the next few days. Getting back on topic, the guys turn to the main topic of the podcast – the GRIT report. Both Brian and Jason give some highlights and thoughts on the report, including the timing of the data, how COVID-19 was addressed by Lenny and the team, the rankings of the most innovative companies (both supply and clients), just to list a few. They also discuss 1Q and the article written by their CEO. This episode covers a ton! To download a copy of The GRIT Report, click here: https://www.greenbook.org/mr/grit/ You can read all the entries of our new data quality blog series below: When It Comes to Data Quality Not All Panels Are Equal - https://emi-rs.com/2020/07/17/when-it-comes-to-data-quality-not-all-panels-are-equal/ Data Quality – Demographic Differences - https://emi-rs.com/2020/07/22/data-quality-demographic-differences/ An Introduction to Quality Checks and Their Use Determining Data Quality - https://emi-rs.com/2020/07/13/an-introduction-to-quality-checks-and-their-use-determining-data-quality/ You can learn more about EMI’s new DIY sample platform, CONNECTOR, and request a demo by visiting our website at www.emi-rs.com/connector/. The new edition of EMI’s annual report on the sample industry, The Sample Landscape, is now available! You can download a copy of this insightful report on how the sample industry differs, and what you need to know to navigate this industry. Download it here: http://www.emi-rs.com/the-sample-landscape/ You can discover more about the industry COVID-19 insights and resources, including EMI’s research and blogs by visiting here: https://emi-rs.com/covid-19-research-and-resources/ Got a suggestion or feedback? Reach out to us at Intellicast@emi-rs.com, or on Twitter at @Intellicast1, or leave us a voicemail on our call-in line 513-401-5463.

Today we go offshore to talk to Tim Duncan, the President and CEO of Talos Energy.  We start in 2018 with their takeover of Stone, fly back in time to the beginning of Private Equity, to learning as part of a group before leading a team, and end in 2020 with a talk on the opportunities for Talos, Mexico, North America, the Gulf, and what advice he’d give himself in 2003. #hottakeoftheday podcast #57 w/Tim Duncan, Talos Energy https://youtu.be/vsXGdhLujkY Audio Podcast   About Tim Duncan Timothy S. Duncan Talos Energy Inc. President and CEO Talos Energy Inc Corporate offices in downtown Houston, TX. Photos by David Duncan Photography Tim Duncan is the President and CEO and a founder of Talos Energy Inc. Headquartered in Houston, Texas, Talos is engaged in the acquisition, exploration, development and production of oil and natural gas in the Gulf of Mexico, including the US Gulf of Mexico deepwater and shelf as well as shallow water offshore Mexico. Talos became a public company in May 2018 following its merger with Stone Energy, transitioning from a private company formed in March 2012 with initial funding commitments of up to $600 million of private equity from Apollo Global Management, LLC and Riverstone Holdings LLC. Talos is the third company built with private equity capital with his partners over the last twenty years. Since inception, Talos has grown from 5 original employees to over 425 employees with approximately 150 MMBOE of Proved reserves and 70 MBOEPD of net production by the end of the 1Q 2019. In 2013, Talos was named by the Houston Chronicle as the #1 Top Workplace in the Houston area for companies under 150 employees and has maintained a position on the list of Top Workplaces for the last seven years. In June 2016, Mr. Duncan was named as the EY Entrepreneur of the Year for the Energy & Energy Services sector in the Gulf Coast area. Mr. Duncan earned a BS in Petroleum Engineering from Mississippi State University, where he was honored in 2012 as a Distinguished Fellow of the College of Engineering. He subsequently earned an MBA from the Bauer Executive Program at the University of Houston. He is an active member of the SPE, IPAA, NOIA, YPO, and the Houston Chapter of CEO’s Against Cancer. Mr. Duncan also serves on various academically focused boards including the College of Engineering Dean’s Advisory Council and the Foundation Board at Mississippi State University.   Tim's Top 10 Book List Or, "10 Books in addition to The Moral Case for Fossil Fuels by Alex Epstein", because that is a must read ~ The Prize – Daniel Yergin The Black Swan – Nassim Nicholas Tabib The Rational Optimist – Matt Ridley Enlightenment Now – Steve Pinker Boomerang- Michael Lewis David & Goliath – Malcom Gladwell Free to Choose – Milton Friedman Atlas Shrugged – Ayn Rynd Oil! – Upton Sinclair All the King's Men – Robert Penn Warren   Dialogue 00:00 - 09:00:  Intro, reading material, books and music 09:00 - 31:00:  Stone and Talos background and history, Gulf of Mexico, relationships and opportunities, early days, growth and learning, understanding financing and capital, private equity 31:00 - 58:00:  Moving into the Gulf of Mexico, onshore vs. offshore, and on listening more and exceeding expectations   Related Mentions Ayn Rand, Atlas Shrugged, The Fountainhead Upton Sinclair, Oil!, There Will be Blood Robert Penn Warren, All the King's Men Barenaked Ladies Guns N' Roses Nirvana Pearl Jam Lallapalooza Stone Energy Corporation        

In this episode, Paul and his friend/bandmate Zach Alexander from The Okay talk about what it means to chase your dreams. They share what their dreams are, experiences they've had so far in chasing those dreams, some good advice, and as always some side stories. They mention some books which we've included in a list right here! BOOKS Start With Why-Simon Sinek The War of Art-Steven Pressfield There will be a longer 1Q book list coming in the next couple months so stay tuned for that! Want to answer the 10 questions? Have a question of your own you want to ask? Inspired to have some deeper conversation? Follow us on Facebook and Instagram! www.facebook.com/10questionspodcast instagram @10questionspodcast --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/10questionspodcast/support

The Dow kicked off the month of June up 92 points and Jim Cramer is breaking down today's action. Then, the CEO of Chipotle Brian Niccol talks to Cramer about the company's recent run and how the stay-at-home winner is keeping customers safe amidst COVID-19. And, Ulta faced a tough 1Q – where does the beauty retailer go from here? Cramer's checking in with CEO Mary Dillon to find out more about the company’s plans to reopen its stores as lockdowns across the U.S. continue to lift.   Learn more about your ad choices. Visit megaphone.fm/adchoices

The Dow closed down 18 points and Jim Cramer is giving you his Game Plan for next week's action. Then, ZScaler CEO Jay Chaudhry breaks down yesterday's stellar earnings and how the work-from-home movement impacted the company's performance in 1Q. Then, has the Zoom generation helped send e.l.f. up 100% since the beginning of 2019? CEO Tarang Amin talks to Cramer about the company's recent earnings and how COVID-19 has impacted consumer demand. And Fastly CEO Joshua Bixby is here to discuss raising their full-year forecast and maintaining the momentum as lockdowns start to lift. Learn more about your ad choices. Visit megaphone.fm/adchoices

- 한국판 뉴딜 윤곽…핵심 육성 산업은 원격의료, 에듀테크 - 통계청 3월 산업활동 동향 발표... 코로나19 충격 반영 - 코로나19 버틴 삼성 '반도체‘.. 1Q 영업익 6.4조 김경락 기자(한겨레신문) "‘마진콜(margin call)'의 개념은?” “지급 시기 앞당기는 근로·자녀장려금, 신청 방법은?” 김현우 소장(행복자산관리연구소)

We've released our quarterly insight and Mike and David recorded a safe at home podcast just to go over the biggest headlines in some of the major markets. They go over what happened in Northern Virginia, Phoenix, and Northern California in the first quarter of 2020. They also talk about how COVID-19 has had an effect on our industry and what it could do long term to the data center markets. Blog post going over 1Q 2020 trends: https://www.datacenterhawk.com/blog/1q-2020-north-american-european-data-center-market-analysis ------ Thank you for listening. I am appreciative of your thoughts and comments - and thankful for the opportunity to serve the industry through datacenterHawk. ------ Learn more about the data center industry and receive insight to US and European markets at https://www.datacenterhawk.com ------ For more exclusive content with data center professionals, be sure to subscribe to our YouTube Channel at: https://www.youtube.com/c/datacenterHawk?sub_confirmation=1 ------ Receive the latest information on US and now European data center markets by staying in touch with us here: Instagram: https://www.instagram.com/datacenterhawk_/ LinkedIn: https://www.linkedin.com/in/davidliggitt/ LinkedIn: https://www.linkedin.com/company/9488532/admin/ Twitter: https://twitter.com/d_liggitt Twitter: https://twitter.com/datacenterhawk Facebook: https://www.facebook.com/datacenterhawk/ SoundCloud: https://soundcloud.com/datacenterhawk

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Our guest on this week's installment of "The Long View" podcast is James Montier. Montier is a member of the asset-allocation team at Grantham, Mayo, Van Otterloo & Co. Before joining GMO in 2009, he was co-head of global strategy at Societe Generale. A prolific and incisive writer, Montier has authored several books, including Behavioural Investing: A Practitioner's Guide to Applying Behavioural Finance; Value Investing: Tools and Techniques for Intelligent Investment; and The Little Book of Behavioral Investing. He's also a regular contributor to GMO's library of white papers and research studies on topics ranging from productivity, strategic asset allocation, contrarianism, and more. In addition to his duties at GMO, Montier is also a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts. Background  Grantham, Mayo, Van Otterloo & Co. Behavioural Investing: A Practitioner's Guide to Applying Behavioural Finance by James Montier  Value Investing: Tools and Techniques for Intelligent Investment by James Montier  The Little Book of Behavioral Investing: How Not to Be Your Own Worst Enemy by James Montier  GMO's research library   Montier's articles in GMO's research library  Montier's Role at GMO "My role is essentially to be difficult, and it turns out I'm quite good at that." Montier describes his role at GMO and how his contributions to the firm are measured. (1:10-3:11) Ben Inker bio  Fostering Debate at GMO "We have never had a house view." Why debate and constructive devil's advocacy is welcome at GMO. (3:12-4:31) "Investing is one of those fields where there is almost constant evidence that we are all wrong." How to foster humility and a diversity of views. (4:32-7:38) Debating Jeremy Grantham on mean reversion: Montier gives an example of an issue the team has debated recently--how long it takes for markets to revert to their long-term averages. (7:39-9:36) Jeremy Grantham bio  "This Time Seems Very, Very Different" by Jeremy Grantham (GMO Quarterly Letter, 1Q 2017)   "The S&P 500: Just Say No" by Matt Kadnar and James Montier (Aug. 15, 2017)  Forecasting and Portfolio Construction How the debate over mean reversion informs GMO's asset-class forecasts. (9:37-10:09) GMO 7-Year Asset Class Forecast (May 2019)  Corporate concentration and low interest rates: How GMO is reconsidering these variables and their impact on the asset-class forecasts it makes. (10:10-11:38) "The Idolatry of Interest Rates, Part II: Financial Heresy and Potential Utility in an ERP Framework" by James Montier and Ben Inker (Aug. 11, 2015) How GMO incorporates its asset-class forecasts into the multi-asset strategies it manages. (11:39-12:37) GMO Benchmark-Free Allocation III GBMFX   The appeal of a "robust" forecast that's meant to help portfolios withstand various potential outcomes. (12:38-14:15) "Our portfolios look a little freakish." Montier explains why GMO is U.S.-stock-phobic and, conversely, why the firm is finding value in alternatives. (14:16-18:04) GMO Benchmark-Free Allocation II Fund's asset allocation  Sir John Templeton: "If you want to have a better performance than the crowd, you must do things differently from the crowd." Career risk: Where individual investors hold an edge over institutions. (18:05-18:55) "Career Risk Is Likely to Always Dominate Investing" by Jeremy Grantham (Dec. 24, 2014, Finanz and Wirtschaft)  Alternatives Montier defines "alternatives." Different ways of owning standard risks--depression risk, inflation risk, and liquidity. (18:56-21:49) "The General Theory of Employment, Interest, and Money" by John Maynard Keynes  Montier presents two examples of alternative strategies that GMO employs--merger arbitrage and put-selling--to own standard risks in different ways. (21:50-25:49)  Merger-arbitrage definition   Put-selling definition  "Is This Purgatory, or Is It Hell?" by Ben Inker (GMO Quarterly Letter, 3Q 2014)  "We should size them such that they cannot hurt the overall fund should we get something wrong." How GMO sizes its positions in alternative strategies. (25:50-27:33)  GMO Systematic Global Macro Trust  Alpha, beta, and decay: How GMO assesses an alternative strategy's vulnerability to being arbitraged away. (27:34-29:57) GMO's Bearish U.S. Equity Forecast "How do I get paid for owning this asset?" Key inputs to GMO's U.S. equity forecast--multiple, margin, yield, and growth. (29:58-32:08) "Back to Basics: Six Questions to Consider Before Investing" by Ben Inker (Nov. 8, 2010)  "A behavioral self-defense mechanism." How GMO's approach to forecasting helps to structure its thinking and anchors decision-making. (32:09-34:54) "It's really valuation where we've been most wrong." Where GMO's U.S. equity forecast erred in recent years. (34:55-36:01) "We have to wear that. We have to own it." Montier on steps that GMO has taken to introspect on its forecasting error and how that expresses itself in the way it makes decisions and manages money. (36:02-39:45) Planning Amid a Dearth of Value "A reach for yield in any way, shape, or form." Explaining the dearth of value. (39:46-41:43) "The Deep Causes of Secular Stagnation and the Rise of Populism" by James Montier and Philip Pilkington (March 22, 2017)  "We have always been pretty bad at (forecasting), and it's unlikely we're going to get a lot better." (41:44-44:37) How should investors and advisors forecast asset-class returns and plan for the future? (44:38-47:25) "Investing for Retirement: The Defined Contribution Challenge" by Ben Inker and Martin Tarlie (April 5, 2014) Capital Allocation Montier on the folly of firms borrowing to repurchase shares: "The more stable the environment, the easier it is to take on leverage, but the greater the danger that taking leverage creates further down the line when you get some random shock." (47:26-50:49) "The Late Cycle Lament: The Dual Economy, Minsky Moments, and Other Concerns" by James Montier (Dec. 17, 2018)   "The Financial Instability Hypothesis" by Hyman P. Minsky (May 1992; The Jerome Levy Economics Institute of Bard College)