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Jeff Malec sits down with Josh Blanchfield of Avos to trace his path from physics at Harvard, poker pro, and 11 years at Bridgewater (including co-heading the trading desk during Lehman) to running a concentrated, risk-aware commodities and macro shop. Josh explains why China is “ground zero” for global commodities, detailing how its import cuts, stockpiling, and scrap policies have shaped oil, copper, gold, and uranium, and why understanding flows and participant behavior matters more than neat top-down supply-demand models. He breaks down how Avos blends macro with very granular micro, like Chinese spec flows around Lunar New Year, refinery outages, crack spreads, and uranium's inelastic buyers, to build convex, options-heavy trades that aim to capture upside tails while avoiding the classic commodity-fund blowup. Along the way, they dig into the realities of radical transparency at Bridgewater, the limits and promise of AI as a “research team we never hired,” the risks of an AI-driven labor shock, the true drivers of the dollar's dominance and petrodollar fears, why he's skeptical on small modular reactors but bullish nuclear, and how his Substack and broader investment philosophy challenge received wisdom on everything from munis to equity valuations. - SEND IT!Chapters:00:00-01:19= Intro01:20-09:01= From Boulder Trails to China's Oil Trap: Josh's Origin Story and DB Cooper Commodities09:02-19:27=China's Dollar Dilemma, Gold Grab, and the Real Story Behind Commodity Power19:28–30:36 = From Poker Tables to Lehman's Collapse: Josh's Bridgewater Baptism by Fire30:37–37:57 = AI, Jobs, and Impossible Growth: Rethinking the Macro Behind the Magnificent Seven38:38–49:04 = Gold Flows, Burning Refineries, and the Uranium Edge49:05–56:26 = Capacity, Convexity, and Why Small Nuclear Isn't So Small56:27–01:09:15 = Munis, Myths, and Moneyball: Josh's Skeptical Playbook and Pop-Culture LensFrom the Episode:PODCAST:“Dr. Copper”: From Chilean Mines to Chinese Smelters to AI Data Centers in the US – with Kurt Nelson & Natalie Scott-GrayPODCAST:Going Nuclear: How Uranium is Powering Portfolios with Trevor Hall & Justin HuhnPODCAST:OpenSnow's Joel Gratz built a Pod Shop for Powder Days: the PMs are Meteorologists and the Returns are FaceshotsBLOG:The Definitive List of the Best Investing MoviesFollow along with Josh and Avos on LinkedIn and Substack, and be sure to check out avos.co to learn more about what they are up to.Don't forget to subscribe toThe Derivative, follow us on Twitter at@rcmAlts andsign-up for our blog digest.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visitwww.rcmalternatives.com/disclaimer
Together with Shaya in Camp Sternberg we discussed the promise Hashem made to the Avos and the journey towards EY
Confira a Jornada Esportiva da Sintonia Esportiva para Portugal e Croácia.
Confira a Jornada Esportiva da Sintonia Esportiva para Holanda e Marrocos.
Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
Why is Rachel Imeinu buried on the road—outside Chevron, the resting place of the Avos and Imahos? And why is it specifically her weeping that brings Klal Yisrael home from exile?In this shiur, delivered at Kever Rachel to the campers of Sdei Chemed, we explore the story of Rachel Imeinu through the lens of Internal Family Systems—IFS.When pain feels too overwhelming or foreign to our essential self, we exile it. We then develop protective parts: anger protects us from feeling weak, ambition protects us from feeling like failures, and criticism protects us from confronting our own wounds. The inner exile mirrors the exile of Klal Yisrael.Rachel represents the compassionate presence that can meet the parts of ourselves we have pushed away. Her tears do not erase the pain. They create enough safety for us to feel it, reintegrate it, and return home.
התוכן יש לנצל ימים אלו, עוד לפני ה"משנכנס אב" בפועל, להסביר לבנ"י שה"גלינו מארצנו" לא הי' כי הגוים היו יותר בכמות ולכן הי' להם שליטה על בנ"י – אלא "מפני חטאינו". ולכן אין ליהודי לפחד מזה שהוא מוקף מ"שבעים זאבים", עליו רק להזהיר שלא יהי' ה"מפני חטאינו", ולחיות באופן של "עם לבדד ישכון", כאילו אין עולם מסביבו, ולכן אינו מתפעל ש"בגוים לא יתחשב" – שהגוים לא מתחשבים בו. כאשר דברים אלו יצאו מן הלב, יכנסו אל הלב ויפעלו פעולתם – לחזק את הבטחון בה' ולהוסיף בלימוד התורה וקיום המצוות. ואי"ז "הסברה" רק לשם הרגעה... אלא זהו המצב האמיתי שבנ"י הם למעלה מחוקי הטבע, "עם לבדד ישכון". וכאשר בנ"י עומדים על היסודות של עם ישראל – "מראש צורים אראנו ומגבעות אשורנו", האבות והאמהות – ילכו לבטח דרכם וכו'. כמו"כ יש לנצל ימים אלו להוסיף בצדקה, שכ"א יתן פרוטה או כמה פרוטות לצדקה כל בוקר, ובע"ש – לתת כפליים, גם בשביל יום השבת.א' השיחות דהתוועדות אור ליום ועש"ק פ' מטו"מ, ערב ר"ח מנחם-אב ה'תשל"ד ל"הנחה פרטית" או התרגום ללה"ק של השיחה: https://thedailysicha.com/?date=13-07-2026 Synopsis These days should be utilized, even before Av begins, to explain to Jews that the fact that “We were exiled from our land” was not because the nations were greater in number and therefore had dominion over the Jewish people, but “because of our sins.” Therefore, a Jew should not be intimidated by the fact that he is surrounded by “seventy wolves”; his only concern should be to ensure that there is no “our sins,” and to live as “a people that will dwell alone,” as though there were no world around him, and therefore being undisturbed by the fact that “he is not reckoned among the nations” i.e. that the nations do not take him into account. When these words come from the heart, they will enter the heart and accomplish their purpose – strengthening trust in Hashem and increasing Torah and mitzvos. And this is not just some explanation designed to calm people down; this is the reality: The Jewish people stand above the laws of nature, because they are “a people that will dwell alone.” And when the Jewish people stands firmly upon its foundation – “From their beginning I see them as mountain peaks, and I behold them as hills,” referring to the Avos and Imahos – they will proceed securely on their path etc. Likewise, these days should be utilized to increase in tzedakah, with every individual giving a coin or a few coins to tzedakah every morning, and giving double on Friday to account for Shabbos as well.Sichah of Thursday night, parashas Matos-Masei, Erev Rosh Chodesh Menachem-Av 5734 For a transcript in English of the Sicha: https://thedailysicha.com/?date=13-07-2026 לזכות מנוחה בת שיינא שתחי' ליום ההולדת שלה כ"ח תמוזלשנת ברכה והצלחה, ואריכות ימים ושנים טובות
Baixe o material deste episódio: https://forms.gle/rLmiXAZpV8iTTfxF6Seja bem-vindo ao Geopolítica em Campo, o podcast dedicado a analisar o mundo através das quatro linhas. Por aqui, geopolítica, história, cultura e atualidades são exploradas a fundo, revelando as relações de poder que movem o planeta. Se você deseja uma visão ainda mais aprofundada sobre a geopolítica mundial e assuntos da atualidade – seja você estudante, educador, professor ou entusiasta – considere apoiar o nosso trabalho. Nossos assinantes têm acesso a aulas e materiais exclusivos dentro do curso Geopolítica e Atualidades, um conteúdo riquíssimo e aprofundado.Acesse: https://pay.hotmart.com/P104984502P?checkoutMode=10 e junte-se a nós!Neste episódio... com o time titular desfalcado, os professores Vitor Augusto e Bernardo Mesquita assumem o controle dos microfones para um balanço completo e dinâmico das 16 avos de final da Copa. Analisamos o mata-mata até aqui, projetando o aguardado duelo das oitavas entre a Inglaterra e o surpreendente México, debatendo os pontos fortes da seleção mexicana, a simbiose única de sua torcida no Estádio Azteca e a paixão latina que contrasta com a fria infraestrutura de transporte e o distanciamento do público nos Estados Unidos e Canadá. O debate esquenta quando a dupla abre o jogo sobre a "NBAização" e a mercantilização do futebol a partir da Copa de 1994, discutindo o impacto tático e comercial das pausas de hidratação adotadas pela FIFA sob forte onda de calor, a evolução tecnológica com o VAR e o chip na bola, e a iminente reestruturação que o mercado de apostas e publicidades vem impondo ao esporte — incluindo as novas restrições a patrocínios de bets na Premier League. Bom episódio!
SIM, SIM, SIM: Mais um DROPS ESPECIAL do MellonCast sobre a COPA DO MUNDO 2026! E no programa de hoje, Sérgio Leandro, Carol Perruso e Guilherme Colichini comentam a fase de 16 avos e os primeiros jogos das oitava de final. Brasil pode passar da Noruega de Haaland? A Argentina perdeu seu status de favorita depois de quase ser eliminada por Cabo Verde? Projeções, palpites e momento Rádio Speak Mellon.
O empate de Portugal frente à Colômbia domina a conversa deste episódio do "AM Bola na Rede", onde debatemos as consequências do resultado para a seleção. Em continuidade, o XI da terceira ronda e antecipação dos jogos dos 16 avos de final.Os comentários são do Ailton Ricardo Pereira e do Diogo Ribeiro.
התוכן הפירוש הפשוט במ"ש ברביעי דפ' בלק "מראש צורים אראנו ומגבעות אשורנו" הוא האבות ואמהות, אבל מזה שכל אחד נק' "בן אברהם יצחק ויעקב", וכל אחת נק' "בת שרה רבקה רחל ולאה", מוכח שבכאו"א נמצאים ה"אבות ואמהות"! ואדרבא - זהו העצם והפנימיות שלהם, וחכם, שלא מסתכל על חיצוניות הדברים, רואה זאת. והרי יהודי הוא למעלה מזמן ומקום, שלכן תובעים ממנו לא להתפעל מזמן ומקום - "עם לבדד ישכון ובגוים לא יתחשב" - עד שהגוים מברכים אותו, כמ"ש בפ' בלק. וההוראה: יש לדעת שגם יהודי בזמננו, ה'תשל"ב, קשור, עד שזהו החוזק שלו, עם ה"אבות ואמהות"! ומזה, שיהודי הוא בעצם למעלה מן הטבע, מובן גם שזוהי שטות שאין כמוה שבשר-ודם יחליט שכחות אלו שלמע' מן הטבע ילכו לגוי!ב' חלקים משיחת י"ג תמוז ה'תשל"ב ל"הנחה פרטית" או התרגום ללה"ק של השיחה: https://thedailysicha.com/?date=25-06-2026 Synopsis According to its simple meaning, the verse (in revi'i of parashas Balak), “From the mountain peaks I see him, and from the hills I behold him,” refers to the Avos and Imahos. But the Avos and Imahos exist within every Jew, each of whom is called a son of Avraham, Yitzchok, and Yaakov or a daughter of Sarah, Rivkah, Rochel, and Leah (as is evident to any wise person who looks beyond the surface of things). And since a Jew is above time and place, therefore he is expected to not be affected by time and place, and to be “a people that dwells alone and is not reckoned among the nations,” to the extent that even the nations of the world bless him, as it says in parashas Balak. The lesson is as follows: One must know that even a Jew in our times, in the year 5732, is connected to the Avos and Imahos to the point that they are his strength and power. And since a Jew is inherently above nature, it is also obvious that it is utter foolishness for human beings to try and decide that these powers, which are above nature, should be granted to a gentile.2 excerpts from sichah of 13 Tammuz 5732 For a transcript in English of the Sicha: https://thedailysicha.com/?date=25-06-2026
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The Meraglim were not simple people. They were great leaders, tzaddikim, and respected voices in Klal Yisrael. And yet, the Torah reveals a moment where fear entered the room and began to sound like wisdom.In this shiur, delivered in Tomer Devorah, Rav Burg explores the inner difference between Yehoshua and Calev. Yehoshua is saved through Moshe Rabbeinu's tefillah and the addition of the small letter י, the humble point within a person that refuses to be erased. Calev is saved by leaving the group, going to Chevron, lowering himself at the graves of the Avos, and reconnecting to the roots beneath the fear.What emerges is a powerful understanding of two kinds of smallness. There is the smallness of the Meraglim, who see giants and feel like grasshoppers. And there is the smallness of the י, a humility that remains anchored in Hashem and therefore cannot be intimidated by giants.
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Learn the Amidah and Kaddish with simple and straightforward recordings of Ashkenazi tradition. how to say kaddish how to daven learn amidah amidah prayer guide kaddish tutorial jewish prayer for beginners tefillah guide daily prayer jewish how to pray jewish learn jewish prayers kaddish pronunciation amidah step by step guided tefillah orthodox prayer guide
Learning Weekly from Likutei Moharan chapter 42 Rabeinu Nachman ben Faiga Simcha on Davening with Torah, Song & Joy
Harav Eliyahu Hakkakian shares an explanation from Rav Elyashiv zt”l on how the connection between parents and children played a central role in Yetzias Mitzrayim, and its lesson for us.
התוכן התוועדות זו קשורה עם שבת מבה"ח שבט. בדורנו זה ניתוסף בו ענין מיוחד – יום ההילולא של עשירי בשבט. בנוגע ליום ההילולא כותב אדה"ז שאז עולה "פעולתו אשר עבד בה", וזה פסוק בהפטורת פ' וארא שבו מדובר אודות ענינים דלעו"ז והפיכתם לעניני קדושה, שזוהי כללות הכוונה בירידת הנשמה בגוף בכלל, ובגלות בפרט. וזוהי ההכנה ל"אנכי אעלך גם עלה" בגאולה אמיתית והשלימה. ובשבת זו מברכים את החודש בשש הענינים "לששון ולשמחה וכו'" ומסיימים "ונאמר אמן" – שזה באופן נצחי גם בעוה"ז, ובמילא ההכנה לזה צ"ל עבודה באופן של תקיפות והחלטיות ש"לא ישוב לכסלה עוד". והדרך לעבודה זו כבר סלולה ע"י נשיאי ישראל עד לשלשת האבות – "וארא אל אברהם וגו'", וכמ"ש כמ"פ הכוונה בפרש"י על פסוק זה "אל האבות" – להדגיש שהיותם ה"אבות" דכ"א – הצד השווה ביניהם – זה מה שנוגע ליצי"מ ולגאולה העתידה וכו'.משיחת מוצש"פ וארא, מבה"ח שבט ה'תשל"ט ל"הנחה פרטית" או התרגום ללה"ק של השיחה: https://thedailysicha.com/?date=16-01-2026 Synopsis This farbrengen is in connection with the Shabbos preceding the month of Shevat, which has many unique themes, including, in our generation, the yom hilula of my father-in-law, the Rebbe, on 10 Shevat. The Alter Rebbe writes that on a tzaddik's yom hilula, “the work in which he worked” ascends above etc.; citing a verse from the haftorah of Parashas Va'eira, which discusses the transformation of kelipah to holiness, which is the general purpose of the soul's decent into the body in general, and its decent into exile in particular. And this what prepares for the time when “I will also bring you up again,” upon the true and complete Redemption. On this Shabbos we bless the new month with the six expressions, “for gladness and for joy…,” and we conclude with “and let us say Amen,” which confirms it an eternal reality even in this world; therefore, the way to prepare for this is also to decide firmly and resolutely to “never to return to foolishness again.” The path for this service has already been paved by the Nesi'im of the Jewish people, going all the way back to the three Avos – “I appeared to Avraham, etc.”; meaning, as Rashi explains, “to the Avos,” emphasizing that what is relevant to the Exodus from Egypt and the future Redemption is the quality shared equally by Avraham, Yitzchak, and Yaakov – the fact that they are the Avos of every Jew.Excerpt from sichah of Motza'ei Shabbos Parashas Va'eira, 5739 For a transcript in English of the Sicha: https://thedailysicha.com/?date=16-01-2026
This episode discusses numerous tactics and values we can learn from how the Avos were Mechanech their children.
Have any questions, insights, or feedback? Send me a text!Length: 1 hour 34 minutesSynopsis: This evening (1/8/26), in our Thursday night Pirkei Avos shiur for women, we finally concluded our analysis of Avos 1:6. In many ways, this was a follow-up to our Rambam Shiur on friendship, both because I originally intended to cover Rabbeinu Yonah in that shiur, and because Rabbeinu Yonah complements the Rambam. We ended up building on the foundation of the previous shiur, but this one can still be listened to as a standalone. I found Rabbeinu Yonah's focus to be a bit more practical in its orientation than the Rambam's, but if you're only gonna listen to one, it should definitely be the Rambam!-----מקורות:אבות א:ורמב"םרבינו יונהיין לבנוןרבינו יונה - משלי טו:כב; יז:ט-----The Torah content for the remainder of January is sponsored by Naomi Schwartz in memory of her father, Dovid Yitzchok ben Chaim Yeruchum Fishel z”l, who dedicated his life to learning and teaching Torah to countless students b'simcha. His first yahrtzeit is the 23rd of Teves.-----If you've gained from what you've learned here, please consider contributing to my Patreon at www.patreon.com/rabbischneeweiss. Alternatively, if you would like to make a direct contribution to the "Rabbi Schneeweiss Torah Content Fund," my Venmo is @Matt-Schneeweiss, and my Zelle and PayPal are mattschneeweiss at gmail. Even a small contribution goes a long way to covering the costs of my podcasts, and will provide me with the financial freedom to produce even more Torah content for you.If you would like to sponsor a day's or a week's worth of content, or if you are interested in enlisting my services as a teacher or tutor, you can reach me at rabbischneeweiss at gmail. Thank you to my listeners for listening, thank you to my readers for reading, and thank you to my supporters for supporting my efforts to make Torah ideas available and accessible to everyone.-----Substack: rabbischneeweiss.substack.com/YUTorah: yutorah.org/teachers/Rabbi-Matt-SchneeweissPatreon: patreon.com/rabbischneeweissYouTube Channel: youtube.com/rabbischneeweissInstagram: instagram.com/rabbischneeweiss/"The Stoic Jew" Podcast: thestoicjew.buzzsprout.com"Machshavah Lab" Podcast: machshavahlab.buzzsprout.com"The Mishlei Podcast": mishlei.buzzsprout.com"Rambam Bekius" Podcast: rambambekius.buzzsprout.com"The Tefilah Podcast": tefilah.buzzsprout.comOld Blog: kolhaseridim.blogspot.com/WhatsApp Content Hub (where I post all my content and announce my public classes): https://chat.whatsapp.com/GEB1EPIAarsELfHWuI2k0HAmazon Wishlist: amazon.com/hz/wishlist/ls/Y72CSP86S24W?ref_=wl_sharel
The converts may have reverted to paganism but the impact would still be felt.
Have any questions, insights, or feedback? Send me a text!Length: 1 hour 57 minutesSynopsis: This evening (12/11/25), in our Thursday night Pirkei Avos shiur for women, we learned one of my favorite Rambam passages of all time: his mini-discourse on friendship. I can honestly say that this was the most comprehensive shiur I've ever given on the topic. We took the mishnah, raised every question we could, then read the Rambam, raised every question we could on that, and then answered all of them. I mentioned in shiur that the first time I learned this Rambam, it permanently shaped how I think about all relationships, and that each time I revisit it, I walk away with a clearer understanding. Tonight's shiur proved that once again.-----מקורות:אבות א:ו; ה:טזרמב"םר' יצחק שילת - ביאור לפירוש רמב"ם למשנה-----This week's Torah content is sponsored by Rifka Kaplan-Peck in memory of her grandpa, Izrail Kaplan (a”h), who never forgot to look up above and appreciate another day.-----If you've gained from what you've learned here, please consider contributing to my Patreon at www.patreon.com/rabbischneeweiss. Alternatively, if you would like to make a direct contribution to the "Rabbi Schneeweiss Torah Content Fund," my Venmo is @Matt-Schneeweiss, and my Zelle and PayPal are mattschneeweiss at gmail. Even a small contribution goes a long way to covering the costs of my podcasts, and will provide me with the financial freedom to produce even more Torah content for you.If you would like to sponsor a day's or a week's worth of content, or if you are interested in enlisting my services as a teacher or tutor, you can reach me at rabbischneeweiss at gmail. Thank you to my listeners for listening, thank you to my readers for reading, and thank you to my supporters for supporting my efforts to make Torah ideas available and accessible to everyone.-----Substack: rabbischneeweiss.substack.com/YU Torah: yutorah.org/teachers/Rabbi-Matt-SchneeweissPatreon: patreon.com/rabbischneeweissYouTube Channel: youtube.com/rabbischneeweissInstagram: instagram.com/rabbischneeweiss/"The Stoic Jew" Podcast: thestoicjew.buzzsprout.com"Machshavah Lab" Podcast: machshavahlab.buzzsprout.com"The Mishlei Podcast": mishlei.buzzsprout.com"Rambam Bekius" Podcast: rambambekius.buzzsprout.com"The Tefilah Podcast": tefilah.buzzsprout.comOld Blog: kolhaseridim.blogspot.com/WhatsApp Content Hub (where I post all my content and announce my public classes): https://chat.whatsapp.com/GEB1EPIAarsELfHWuI2k0HAmazon Wishlist: amazon.com/hz/wishlist/ls/Y72CSP86S24W?ref_=wl_sharel
Translating the vision of the Avos into our unique service of Hashem.
Thursday 17 Tishrei
Thursday 17 Tishrei
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Did the Rabbis of Eretz Yisroel learn the lesson of שִׂנְאַת חִנָּם in the wake of the Destruction of the בֵּית הַמִּקְדָּשׁ?