POPULARITY
Categories
Happy Anal August! Anal sex is one of the most talked-about—and most misunderstood—sexual experiences. Some people absolutely love it, while for others it's a firm no. So what makes the difference? Is it preference, preparation, anatomy, or simply misinformation? In this episode, we're joined by Alex Hall, co-founder and host of The Bottom's Digest, sexual health educator, and body autonomy advocate, to answer the questions people are often too embarrassed to ask. We explore why anal sex feels pleasurable for some people, why it isn't for everyone, and how to approach it in a way that prioritizes comfort, communication, and consent. Alex shares practical advice for anyone who is curious about trying anal for the first time, including how to prepare physically and mentally for a more enjoyable experience. No conversation about anal would be complete without talking about poop. We tackle the realities of digestive health, whether you should eat before anal sex, why diet and fiber can make such a difference, and simple preparation strategies that can help you feel more confident. We also clear up the confusion around douching versus enemas, discussing when they may or may not be necessary and sharing safe, practical tips for anyone who chooses to douche. Finally, Alex answers some of the most common questions listeners have: What should recovery look like afterward? Will your body "go back to normal?" How can you make longer sessions more comfortable? And is anal sex possible with larger partners? Whether you're completely new to anal sex, looking to improve your experiences, or simply curious to learn more, this episode offers evidence-based information, practical guidance, and plenty of myth-busting—all with a judgment-free approach that centers pleasure, safety, and body autonomy. About Alex Hall Alex Hall is the co-founder and host of The Bottom's Digest, a platform dedicated to teaching people how to bottom safely while prioritizing pleasure from the mouth to the bum. He is a sexual health educator, butt and gut recipe developer, body autonomy activist, and proud husband to a fellow Scorpio. Born in Louisiana and raised in Houston, Texas, Alex draws on his Southern roots to make inclusive, approachable sex education accessible to everyone, regardless of their background or what they enjoy in the bedroom. To learn more about Alex Hall: Http://thebottomsdigest.com http://youtube.com/@bottomsdigest http://instagram.com/bottomsdigest http://tiktok.com/@bottomsdigest Come to our October 2026 Couple's retreats! Learn more and reserve your spot here: https://www.shamelesssex.com/retreat Do you love us? Do you REALLY love us? Then order our book now! Go to shamelesssex.com to snag your copy Support Shameless Sex by sending us gifts via our Amazon Wish List Follow us on IG @shamelesssexpodcast Other links: Up-level your life and get at least 15% off any annual membership at http://masterclass.com/shameless Get 45% off our favorite ethical (and educatonal) porn with code PLEASURE at http://erikalust.com — that's Erika with a K Get 10% off + free shipping with code SHAMELESS on Uberlube AKA our favorite lubricant at http://uberlube.com Get 15% off the best sex toys with code SHAMELESSSEX at http://purepleasureshop.com Work with some of our favorite sexual health and hormone specialists at https://swanmd.com + mention Shameless Sex for a discount
A breaking development out of the Lindsay Clancy triple murder trial this morning: we heard directly from Lindsay Clancy who confirmed to the judge she was agreeing to much of the physical evidence the prosecution would be presenting in the case. It’s a highly unusual move in a murder case, but because Clancy already admits to strangling her three young children, this avoids unnecessary days of testimony proving chain of custody from witnesses who handled the blood samples and other DNA evidence linking Clancy to the killings. Bottom line, it’s not in dispute whether she killed her children, the question is, was she criminally responsible for the murders if she was suffering from postpartum psychosis. See omnystudio.com/listener for privacy information.
What do you do when life changes overnight? Whether it's the loss of a loved one, a broken relationship, financial hardship, or an unexpected setback, change can leave you feeling overwhelmed and stuck. In this encouraging message from Joshua 1, Pastor Jeff Schreve shares God's roadmap for navigating life's toughest transitions—learning to grieve, let go, and move forward with courage and faith.
In this episode of SLP Coffee Talk, Hallie's back with returning guest Shelby Davis, a school-based SLP at Community High School in Teaneck, NJ, and a doctoral candidate at Monmouth University. Shelby's diving into the 5th-year transition program she's helping build for students on the spectrum and others with complex learning needs — designed to bridge the gap between high school and real independence. From vocational skill-building to community partnerships, Shelby walks through how the program came together, what SLPs can offer beyond the classroom, and how any SLP can bring these strategies into their own practice, transition program or not.Bullet Points to Discuss: Why four years isn't always enough — and what a 5th-year transition program looks like in practice Moving beyond classroom goals to communication students actually need at work, in the community, and at home The skill areas worth targeting: self-advocacy, executive functioning, vocational communication, problem-solving Real-world practice — job shadowing, budgeting trips, even a visit to the post office Why repetition and hands-on practice outside the classroom matters most for autistic and other diverse learners Getting SLPs, OTs, teachers, counselors, and families all working from the same playbook The resources behind the program — Speech Time Fun, a monthly themed curriculum, and the NYT Learning NetworkHere's what we learned: There's almost no existing research on 5th-year transition programs — which is part of why Shelby's building her doctoral work around it Real-world self-advocacy starts small: affirmation flashcards students can lean on when asking for help at a register or counter Admin buy-in came down to a clear proposal — mock curriculum, funding, staff certifications, not just an idea Parents said yes faster than expected — once they saw the goal was independence, not delay Bottom line for older students: treat them like people, not projects — connect to their interests firstLearn more about Shelby Davis: Instagram: https://www.instagram.com/shelbyadavis/ Learn more about Hallie Sherman and SLP Elevate:
Hey friend — if you're planning a pool day and want to bring something better than boxed rosé (but still chill and easy), this episode's for you. We're big fans of low-drama, high-fun batched drinks: think margaritas and mojitos as the MVPs. They're simple to scale, super tweakable, and they won't leave you with a sad, flat, sugary mess after a few hours in the sun. Quick PSA: don't bring Long Island iced tea to the heat. Also, please don't do blue motherfuckers. Learned that the hard way — way too much alcohol with way too much artificial sugar and a color that makes you question life choices. If you're making something for a group, pick something that stays pleasant in a pitcher. Real talk on batched cocktails: start simple. Margaritas are the perfect base — tequila, lime, and a touch of agave. Mojitos are great too, just keep the soda separate so it stays fizzy when you serve. For fruit-forward sweetness, use ripe fruit (watermelon, strawberries, peaches) and muddle it in the pitcher for natural flavor instead of dumping in extra sugar. Sugar + sun = rough morning, so let the fruit do the work. Want to get fancy? Try spicy margaritas with jalapeño, or play with citrus like blood orange or a lemon-lime-orange blend. If you want bubbles, batch the base and top each poured drink with Prosecco or soda — don't pre-mix the fizz. Also, remember large-batch ratios sometimes need a little tweaking from your single-drink recipe, so taste and adjust before you serve. Another favorite hack: make a few different lemonades (spicy watermelon lemonade, triple-citrus lemonade, ginger-peach lemonade) and let folks pick their liquor — rum, vodka, tequila, gin — so people can control strength and sweetness. It's great for guests who don't drink much; they still get a delicious refresher without the buzz. Bottom line: keep it fresh, keep it simple, and don't over-sweeten. If you try one of these batched ideas (or invent your own twist), tell us how it went — we love hearing your variations. Hit us up at truecrimesagainstwine@gmail.com or on Instagram. We'll send you some swag if it's cute enough. Cheers and enjoy the pool!
Get in, we're going to the Cloud 9 Tour. Take a trip with us to Barbie's (Megan's) Dream House! We talk dress codes at concerts, the fine line between being boring and being rude, and much , much more. Bottom line... we love Megan in this house!
Nosipho Radebe speaks to Prof Natanya Meyer, Acting Chair in Entrepreneurship Education at the University of Johannesburg and co-author ofthe 2026 Global Entrepreneurship Monitor (GEM) National Expert Special Report on South AfricaSee omnystudio.com/listener for privacy information.
Trump Derangement Syndrome strikes again.
On this episode of our new market wrap show Last Call, we examine the hidden rotation beneath calm stock market indexes, including sharp AI and semiconductor volatility, small-cap strength, forced fund liquidations, higher rates and changing Federal Reserve guidance. Jack Forehand and Matt Zeigler are joined by Jim Paulsen, Ben Hunt, Brent Kochuba, Cameron Dawson and Dave Nadig to discuss stock market correction risk, the economics of the AI data center buildout, options flows, market leverage, regulation and what could drive volatility next.Follow Last Call on SpotifyFollow Last Call on Apple PodcastsTopics coveredWhy market indexes can hide sharp rotation, dispersion and volatility in semiconductors and high-beta technology stocksJim Paulsen's Policy Pain framework linking oil, Treasury yields, dollar strength and lagged effects on stocks, bonds and economic growthWhy technology stocks could enter a bear market while old-economy sectors, small caps and value stocks hold upBen Hunt's World War AI thesis comparing the AI infrastructure buildout with inflation-adjusted World War II spendingHow hyperscalers, equity issuance, private credit and government financing could crowd out consumers and businessesWhy data centers could consume nearly one quarter of U.S. electricity and lead to higher prices, rationing and government interventionWhat the Situational Awareness fund liquidation and Citadel portfolio transaction reveal about forced market flowsHow options correlations and narrow market breadth can separate a technical rebound from a fundamental AI bottomRisks from speculative retail investments, weakened regulators, leverage and cyclical semiconductor profit marginsWhy reduced Fed forward guidance could create surprise policy decisions and greater algorithmic market volatilityTimestamps00:00 Market rotation and AI volatility beneath the indexes04:07 Jim Paulsen on Policy Pain and market vulnerability09:23 Why tightening hurts stocks before helping bonds14:23 Tech bear market risk and a possible leadership shift18:23 Ben Hunt on World War AI, private credit and systemic risk26:00 Data center electricity demand and the energy constraint31:29 Brent Kochuba on the Situational Awareness liquidation36:00 The forced buying behind the AI stock rebound40:00 Why the liquidation bounce may not signal an AI bottom44:00 How forced flows distort fundamental market narratives48:00 Retail investing pitches, liquidity and cycle FOMO52:00 Deregulation by destaffing at the SEC and CFTC56:00 Semiconductor operating leverage and fragile S&P 500 margins01:00:07 Jack's grievance with the YouTube algorithm01:04:29 What happens when the Fed stops giving forward guidance01:08:34 How markets could react to a surprise Fed decisionLearn more about the Excess Returns podcast network:https://excessreturns.coNo information discussed in this podcast should be construed as investment advice. Securities discussed may be held by the hosts and guests, their firms or their clients.
Amanda Kahlow, Founder & CEO of 1mind, joins Sam Jacobs, AJ Bruno, and Asad Zaman to break down how an AI-powered solutions engineer named Nigel took 33% of the talk time in a two and a half hour enterprise meeting and produced a $278,000 deal. Topics include why AI aimed at efficiency gains misses real revenue impact, Amanda's prediction that marketing, sales, and customer success collapse into one function within 12 months, and why AI adoption has to be top-down instead of bottoms-up. Plus, the 15 agents running behind every superhuman, a 98% accuracy bar measured by live evals, whether agents will negotiate with other agents on the buy side, and a bulls versus bears round on Salesforce, sales dinners, and the health of the average go-to-market team. Key Takeaways: - Most go-to-market teams are pointing AI at the wrong layer. Better forecasting, faster research, and cleaner dashboards make the people you already have marginally more productive, which is not where the revenue is. As Amanda Kahlow, Founder & CEO at 1mind, framed it: "My thesis is that buying and selling happens in the conversation." Everything built around the conversation to enable a seller is, in her words, yesterday's workflow. - Trust, not novelty, is what moves an enterprise deal. Amanda flew a red-eye to Austin for a second meeting with a CPO and CMO, brought a superhuman named Nigel on screen, and watched the room turn to the AI for depth even she could not provide. As she told it, "the CPO was like, Amanda, shut up, basically. I wanna talk to Nigel." The meeting scheduled for an hour ran two and a half, and produced "a $278,000 deal from one in-person meeting going through procurement in one week". Her read on why it worked: "People say people buy from people. You buy when you trust." - The human face on an AI agent is a click-through device, not the value. Amanda's verdict after a year of selling them: "The face is a novelty." 1mind drops the face entirely on live calls because the movement distracts. The important part is the conversational AI, where "each superhuman has roughly 15 agents working behind the scenes." One handles small talk, another loads the live demo, another builds the perspective slide a human seller would normally take a week to produce. - Bottom-up AI adoption is where the value leaks out. Amanda's pushback on the idea that people who use AI will simply eat the people who do not: telling every individual to go be more efficient produces slop and no measurable gain, while the real impact, in her words, "is going to come at the top down when we think about restructuring the org". Connect with the Hosts & Guests: Host: Sam Jacobs, CEO at Pavilion - https://www.linkedin.com/in/samfjacobs/ Host: AJ Bruno, CEO at QuotaPath - https://www.linkedin.com/in/ajbruno3/ Host: Asad Zaman, CEO at STA - https://www.linkedin.com/in/azaman1/ Guest: Amanda Kahlow, Founder & CEO at 1mind - https://www.linkedin.com/in/amandakahlow/ Topline is more than a YouTube Channel: Subscribe to Topline Newsletter: https://toplinemedia.substack.com/ Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech: https://www.joinpavilion.com/topline-podcast Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack Chapters: 00:00 Introducing Amanda Kahlow 00:59 Building Superhumans At 1mind 03:24 Why Efficiency Gains Miss The Point 06:04 GTM Functions Collapse In 12 Months 08:48 The Ghost Note Debate 15:20 Nigel Takes 33% Of Talk Time 20:41 The Face Is Just Novelty 22:27 Fifteen Agents Behind One Superhuman 38:46 Compute Costs And AI Margins 41:19 How Accurate Are AI Agents? 47:08 Positioning An AI Company 52:13 When Agents Negotiate With Agents 53:54 Will CSM Jobs Survive? 57:56 Bulls and Bears 1:06:15 Boards, 6sense, And Burnout
The MAFFEO DRINKS Podcast is a leading drinks business podcast, listened to in 120 countries worldwide with 125+ episodes. Honest conversations about how the industry actually works, from the bar and what it means for the boardroom.This Episode is hosted by Chris Maffeo and brought to you by MAFFEO DRINKS.Paul Hletko is Founder & Distiller at Few Spirits“You will always be the best salesman for your product,” says Hletko. “Your job is to be so good at it that you have to hire three people to replace you.”00:00 Why does a founder have to be the brand's first salesman?00:41 What makes a founder more credible than any brand ambassador?02:50 How do you create demand before your team can even capture it?03:16 Why do things that don't scale still matter?05:24 What does it mean to fire yourself when you hire someone?07:35 How is a brand built bottom up while the business runs top down?08:38 How do you segment the trade between Italian restaurants and college bars?11:12 Why do you lose a customer the moment you forget your own occasion?12:43 What does a distributor actually need before saying yes?15:30 What's the one question that actually gets you picked up by a distributor?Find all episodes featuring Paul Hletko at themaffeodrinkspodcast.com.Bottom up. Wanna know what the conversation above means for your team? It's in the paid section.For €100 a year you get access to Maffeo Confidential (Private Podcast) and get this analysis and access to the full archive of 125 episodes, each one translated from industry conversation into the commercial decisions underneath it. Find out more at maffeodrinks.com
Send us Fan MailHistorical nuggets about two people you know from over the years come alive again with stories you will long remember.
In this Weekend Show on The KE Report, Shad and I set the stage with a KER QuickTake on commodity movements, central bank policy, and precious metals price action following recent Fed developments. We then feature Rick Bensignor to provide a technical breakdown of gold, silver, copper, and crude oil, alongside actionable insights into equity sector rotations and key price levels for investors. Segment 1 & 2 - A replay of our KER Market QuickTake, posted Wednesday. We review the commodities market on the KER Market Quick Take, discussing key trends in precious metals, copper, oil, and critical minerals. We highlight how elevated interest rates, a strengthening US dollar, and geopolitical tensions in the Middle East continue to weigh on the metals and mining equities amid the traditional summer doldrums. Segment 3 & 4 - Rick Bensignor, President of Bensignor Investment Strategies, wraps up the show by analyzing technical market trends across metals, energy, and U.S. equities. Rick breaks down key support and resistance levels for gold, copper, and oil while evaluating market breadth and the ongoing sector rotation from tech into value sectors like healthcare and financials. Click here to visit the In The Know Trader website - https://intheknowtrader.com/ If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! ----------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Has Bitcoin already found its bottom? In this episode, we break down the growing evidence that the worst of the correction may be behind us, why market sentiment remains overwhelmingly bearish despite improving fundamentals, and the key catalysts that could drive Bitcoin's next major move. We also discuss institutional demand, macro risks, and what investors should watch before the next breakout. Learn more about your ad choices. Visit megaphone.fm/adchoices
WEPAAAAA!!! 🚨 If you're out here grinding but STILL feel invisible… this one's gonna hit different. Christine Blosdale doesn't just talk branding she BUILDS authority. With 25+ years in media and a mission to help people get seen, heard, trusted, and paid, she's flipping the game on what it means to stand out. This episode dives deep into why most personal brands crash and burn and spoiler alert it ain't the algorithm. It's strategy. Christine breaks down her Authority Framework and shows how creators can stop playing small and start positioning themselves as the go-to expert. From podcast guesting hacks to building trust FAST, this convo is packed with real moves you can apply TODAY. Bottom line? Visibility = opportunity. Authority = income. And if you're not building both… what are you doing? ðŸ'€ Link to book a FREE Expert Authority Clarity Call http://www.ChatWithChristineB.com Link to the new book The Expert Authority Code http://ExpertAuthorityCode.com/ The Social Media and Branding Survival Guide: Digital Marketing So Irresistible, Even Your Ex Will Want To Follow You: https://amzn.to/4t4NhMY Assess your influence, see where you rank and how to improve your positioning. It's FUN and FREE. https://forms.fillout.com/t/g77G9QD1yjus Thank you for Watching / Listening! We appreciate your support! Host Al Mega Follow on Twitter | Instagram | Facebook: @TheRealAlMega / @ComicCrusaders Make sure to Like/Share/Subscribe if you haven't yet Rumble/Twitch: ComicCrusaders YouTube: / comiccrusadersworld Visit the official Comic Crusaders Comic Book Shop: comiccrusaders.shop Visit the OFFICIAL Comic Crusaders Swag Shop at: comiccrusaders.us Main Site: https://www.comiccrusaders.com/​​​​ Edited/Produced/Directed by Al Mega Want to create amazing live streams like ours? Then look no further than StreamYard! The BEST and EASIEST to use Streaming Solution on Earth! Check it out at: : https://streamyard.com/pal/d/6492786798886912
Michael Nadeau is the Founder of The DeFi Report.Is the market bottom in? Michael isn't sure, but he's deploying anyway.In this episode, Michael walks us through his H2 2026 outlook using onchain data and market structure analysis. We cover why classic BTC top indicators never triggered this cycle, and why he's been buying below $65K while still unsure the lows are fully in. We discuss why application layer tokens could be the big winners next bull run, why fast DeFi protocols hold a place in his portfolio, and how to think about getting long the tokenization of all assets.------
Josh Viljoen from Merchant West Investments unpacks Mondi's tough results – and why the market still liked what it saw – before turning to Woolies's trading update, which points to a challenging second half. Elana Nel from Ninety One explains whether a foreign trust has a place in your estate plan and the key considerations before making that decision. Simon shares his thoughts on why deflation is a growing problem for retailers – and why consumers may not benefit as much as they expect.
Please join us at patreon.com/tortosieshack In this episode, UCD's School of Architecture Asst Prof Orla Hegarty, is back to talk housing. We dive into the current state of housing, planning regulations, and urban development in Ireland. Orla explores the race to the bottom in housing standards, deregulation impacts, and the importance and undermining of the democratic planning processes. The Saoradh not Syria podcast is here:https://www.patreon.com/tortoiseshack/posts/patron-exclusive-164958354 Budget 2027, Taxes and a more equal society podcast with Michael Taft is here:https://www.patreon.com/tortoiseshack/posts/patron-exclusive-165240842
In this episode of the Crypto Rundown, Brendan and Tevo analyze the recent crypto market trends, Bitcoin performance, regulatory developments like the Clarity Act, and the impact of traditional finance on crypto. They also discuss tokenization, Robinhood Chain, and the recent failures in the crypto industry.Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.comCheck out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.comCheck out NPR: https://npr.orgGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Intro and Market Overview01:32 Crypto Market Trends and Bitcoin Performance03:23 Bitcoin vs Traditional Assets: Monthly Performance08:10 Technical Analysis: Bitcoin Support and Resistance11:04 Market Sentiment and Relative Strength Indicators14:29 Industry Support and Regulatory Developments19:25 The Clarity Act: Support and Opposition23:14 Institutional Support and Tokenization Growth28:50 Crypto Industry Failures and Lessons31:47 Historical Bottoms and Buying Opportunities34:54 FTX and Industry Resilience36:43 Leverage and Industry BlowupsSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Omaha Steaks and use my code BEEF for a great deal: https://www.omahasteaks.com* Check out Quince and use my code quince.com/CRYPTO101 for a great deal: https://www.quince.com* Check out ShipStation and use my code crypto for a great deal: https://www.shipstation.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Tyrone Fisher shares his take on expiring mobile data, the ongoing relevance of the Commonwealth Games and the latest vehicle fine scams as he speaks to Lester Kiewit about some of the week's more bizarre stories. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i 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/@CapeTalkSee omnystudio.com/listener for privacy information.
The pound has lost 95% of its purchasing power since 1971. Bitcoin is down 50% from its highs and the mood online is grim. Richard Byworth thinks the bottom is already in, and he's got the receipts to back it up.Jordan sits down with returning guest Richard Byworth to unpack why he believes the market is showing classic seller exhaustion, why family offices are quietly moving into bitcoin, and why the UK's wealthy are heading for the exit.
SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, July 29th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices
Crypto's regulatory window is closing, but is the market already finding its floor? This week, Ryan and Marc join Luke to weigh fading CLARITY Act odds and surprise upside trades against broader signs that crypto may be approaching its cyclical low. They also unpack SEC scrutiny of DeFi vaults, Aave versus Morpho, Bitcoin's multi-year bottom signal, and why Fake World Assets could revive onchain experimentation. Enjoy! TIMESTAMPS: 00:00 Intro 02:46 Can The CLARITY Act Pass? 06:31 Trading A CLARITY Upside Surprise 16:08 Are DeFi Vaults Securities? 21:04 Aave Versus Morpho 26:31 Has Bitcoin Found Its Bottom? 39:49 Inside Fake World Assets 54:29 The Onchain Revival FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
Red to Green - Food Tech | Sustainability | Food Innovation | Future of Food | Cultured Meat
Most investors skip your market sizing slide. Not because the number is too small, but because a $5 billion figure pulled off Statista tells them nothing about how you get your first customer. And when you claim 1% of a huge market, you quietly undercut the entire deck you just spent ten slides building. So what does a market slide that actually sells the business look like?Otto Pohl helps deep tech founders tell better company stories, with a focus on university spinouts. Former journalist, serial entrepreneur, head of communications for startups, and he has taught entrepreneurial communications at USC. In this episode he and Marina take apart the TAM SAM SOM habit and rebuild the market slide from the bottom up. You will hear why the same blood-analysis technology needs three completely different market pitches depending on whether you are talking to a medtech VC or to SoftBank, how a data center cooling startup found its one number by anchoring on PUE instead of the total market, why conquering Belgium can be a more convincing first move than claiming the world, and what changes in your market narrative between pre-seed and Series A. Plus the reason academic founders keep showing up to the beach in a tuxedo.LINKSCould use a strategic advisor on your communications and founder branding? Work with Marina at https://www.scalingnerds.com/Marina Schmidt (host) on LinkedIn: https://www.linkedin.com/in/schmidt-marina/Otto Pohl (guest) on LinkedIn: https://www.linkedin.com/in/ottopohlOtto Pohl's website & biweekly newsletter: https://www.ottopohl.com/Otto's consulting, Core Communications: https://www.ottopohl.com/servicesCHAPTERS00:00 - What the market sizing slide is actually for14:27 - Bottom-up market sizing: the numbers investors believe41:02 - Picking your wedge: why a small first market wins49:34 - Academic vs business communication: the tuxedo at the beach54:15 - How market sizing changes from pre-seed to Series AABOUT THIS EPISODEA practical guide to market sizing for startup pitch decks, built for deep tech and university spinout founders. Otto Pohl and Marina Schmidt cover TAM SAM SOM and its limits, bottom-up market sizing, how the market slide connects to your go-to-market strategy, choosing a beachhead market, and how investor expectations shift from pre-seed to Series A. Scaling Nerds is a startup podcast on communications, storytelling and PR for VC-backed founders raising their next round.KEYWORDSmarket sizing, tam sam som, pitch deck, market slide, bottom-up market sizing, go-to-market strategy, beachhead market, investor pitch, deep tech startup, university spinout, fundraising, startup marketing, startup storytelling, founder branding, startup podcast
New College Worcester has been a dedicated school for visually impaired pupils for 160 years, but it has recently joined with an education trust which has enabled them to take in their first cohort of non-visually impaired students. The school's principal Rachel Perks tells In Touch about the reasons behind the change, what impact it might have on pupils and staffing and how this change should secure their financial future.The Commonwealth Games are regarded as one of the few integrated large-scale sporting events, with disabled and non-disabled athletes competing alongside each other. The 2026 games are underway in Glasgow where some visually impaired athletes have already secured medals. With the help of BBC Scotland's sport correspondent Chris McLaughlin, In Touch provides an overview of the action so far. More to follow on next week's programme.Presenter: Peter White Producer: Beth Hemmings Production Coordinator: Helen Surtees Website image description: Peter White sits smiling in the centre of the image and he is wearing a dark green jumper. Above Peter's head is the BBC logo (three separate white squares house each of the three letters). Bottom centre and overlaying the image are the words "In Touch" and the Radio 4 logo (the word ‘radio' in a bold white font, with the number 4 inside of a white circle). The background is a bright mid-blue with two rectangles angled diagonally to the right. Both are behind Peter, one is a darker blue and the other is a lighter blue.
Most people think subconscious reprogramming starts with a dramatic breakthrough. Mine started with the colour yellow.When I was 21 I was in the pits. Bottom of my list stage school, being told I was too fat, dating boys who wrecked my mental health, and on antidepressants. Then a coach gave me one strange instruction. Notice the colour yellow. She never told me why. Within days I saw yellow everywhere, and something in me started to shift.I had no clue that one sentence would send me down a rabbit hole of subconscious mind work, NLP and hypnotherapy, or that it would become my career for nearly 8 years. Today, I'm taking you through the 3 moments that made me absolutely obsessed with subconscious reprogramming. Now, let me take you back.Topics covered on Subconscious Reprogramming:The biggest shift in your subconscious reprogramming might come from something as ordinary as a colourHow these NLP techniques completely changed the way I read human behaviourWhy two people can live the exact same moment and walk away with opposite memories of itWhat my clients say to me after a session that I could never sell you on, no matter how good my marketing isConnect with Rebecca Haydon:Apply to work with meCome say hi on Instagram | Facebook | YouTubeThe Subconscious Institute
Please join us at patreon.com/tortoiseshack Dana Besaiso is a Gaza-born Palestinian LLM candidate, specialising in Public International Law. She is also a writer with We Are Not Numbers, and having "survived" the Gaza genocide, is now completing her studies in London. She joins us to share her story of hunger, displacement, loss and her hope to complete her studies and then play a role in holding those responsible for the many crimes committed to her people accountable. Orla Hegarty on the Housing Race to the Bottom podcast:https://www.patreon.com/tortoiseshack/posts/patron-exclusive-164573894 The Syria-Saoradh Podcast:https://www.patreon.com/tortoiseshack/posts/patron-exclusive-164958354
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he thinks the bull market has entered a new phase, with more focus on quality.Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing the transition from early- to mid-cycle and what that means for your portfolio.It's Monday, July 27th at 11:30 am in New York. So, let's get after it.Our broadening call for the market has been about moving beyond the narrow leadership of the mega-cap winners and into more economically sensitive areas. That made sense in the context of our rolling recovery thesis, a period when revenue growth returns to lean cost structures, and operating leverage emerges across many sectors of the economy.But now, I think that early-cycle phase of the rolling recovery is ending, and the market is starting to rotate toward quality. That's not bearish, but it is different and can affect portfolios at the stock level. As the cycle matures, investors stop rewarding low quality beta and start focusing more on free cash flow, balance sheet strength, margins, and earnings stability. The market is not abandoning the recovery. It is becoming more selective about the best way to own it. This setup reminds me of early-to-mid 2021. After the initial post-COVID rebound, leadership shifted away from lower-quality and more speculative areas and toward higher-quality companies. The S&P 500 kept rising, but the leadership changed. I think we're seeing something similar today. The S&P itself is already a quality-heavy benchmark, with high-quality cohorts representing roughly 42 percent of the index versus about 28 percent for low quality. That should help keep the index resilient, even as the market continues to digest this transition. Could we still see near-term volatility? Absolutely. If the war escalates further or the Fed surprises us with a rate hike this week, the market can continue to correct. I continue to think 7000 on the S&P 500 is important support if investors remain uneasy about the Fed transition or the geopolitical backdrop. However, the bigger message is that leadership is changing, not that the bull market is ending.One of the most important drivers of this shift is AI adoption. Earlier in the cycle, margin expansion was about classic operating leverage: sales recovering faster than costs. From here, margin expansion will depend more on companies using AI effectively, running leaner, and turning productivity into revenue growth as well. This is why quality matters. Companies with strong pricing power, strong balance sheets, or the ability to translate AI adoption into real growth are likely to be rewarded disproportionately.Companies where AI is material to the investment thesis and pricing power is neutral to strong are seeing forward net margin expectations improve nearly 400 basis points above the median stock. Our transcript work also shows that roughly 25 percent of S&P 500 companies cited measurable benefits from AI adoption in the second quarter, up from 14 percent a year ago. That's operating leverage with a new engine. This also feeds into the AI leadership rotation. I still think semis are likely to underperform hyperscalers from here, even if both can be under pressure during the next leg of consolidation. Semis are a classic early-cycle group, and they've already seen a peak rate of change in earnings revisions. The hyperscalers, by contrast, have high quality core businesses, exposure to the agentic application layer, and an underappreciated ability to take costs out through AI-driven efficiencies. In terms of the overall S&P 500, the two variables I'm watching most closely are interest rates and oil. The bond market is pricing a meaningful probability of a Fed hike, but my base case remains that the Fed stays on hold. A hike would be a hawkish surprise and a risky maneuver, but I think even that would delay rather than derail a positive finish to 2026 with earnings growth remaining strong. Oil is the other wildcard. A sustained rise in oil is not priced into equities, and just another reason to move one's portfolio up the quality ladder.Bottom line, the broadening is not over, but it is changing shape and leadership. We're moving from early-cycle beta toward mid-cycle quality as the market seeks not only growth, but companies that can convert that growth into durable free cash flow and margin expansion. The recent elevation of quality factors has been evolving for the past month and now it's time to fully embrace it. Thanks for tuning in; I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!
On today's episode, I'm chatting with cinematographer James Kniest about his work on the upcoming Amazon original film, The Devil's Mouth. The setup is classic survival horror: a group of college friends on a Thailand trip end up trapped in submerged caves. There's a dangerous predator in the water with them, and all their ugly personal baggage and past conflicts start bubbling up while they try not to die. What makes or breaks a movie like this usually comes down to how real that claustrophobia feels, so James and I talk about what it actually takes to shoot in dark, wet, cramped spaces without it looking like a soundstage.Before we get to that interview, I want to talk about a fantastic new track from the San Francisco punk band Tess & The Details. They just released a cover of Green Day's "Scattered," which is featured on a new Green Day tribute compilation out from Coffin Curse Records and Punk Rock Radar. Even better, all the proceeds from the compilation go straight to no-kill animal shelters.Rather than just doing a carbon copy of the original Nimrod track, they completely made it their own. Frontwoman Tess Stevens directed the music video as a bit of a love letter to the Bay Area, shooting at places like an old BART station payphone and the legendary San Francisco venue Bottom of the Hill, which is unfortunately closing down at the end of 2026. I'm going to play a quick snippet of the song right now, and then I'll play the full track at the very end of the episode after the interview.Ok lets get into my conversation with James. In addition to The Devil's Mouth, we chat about our shared love of music, the current state of the film industry, and what it was like working with Mike Flanagan. The Devil's Mouth will be available to stream on Amazon Prime on 7/29. I hope you enjoy the show
I'll tell you what we want, what we really, really want. We really want to talk about songs that are, No Diggity, turning 30 years old this year. And so, on this episode of Baconsale, we're looking back to a time when Joel and Kent were merely Freshmen, and Zack was still dependent on his Mother Mother. We'll be bringing up music that made us think we could Change the World and tunes that made us feel Blue. And while it may feel like we're being Ironic with some of our choices, we'll do our best to not Sink to the Bottom of the barrel Too Much with our picks, nor will we Sell Out as we avoid the Macarena. Don't practice Santeria, just press play. Where Do You Go to find the songs we discussed on this episode? Visit Baconsale.com for the official Spotify playlist.
Andy and Randy talk about Big Ten Media Days and some of the more interesting discussions coming from the conference ahead of the season.
Pastor David Coons - Jonah 2:5-9
SEASON: 7 EPISODE: 1Episode Overview:Welcome back to Becoming Preferred, the podcast designed to help ambitious business professionals and entrepreneurs build unshakeable client trust, scale their impact, and become preferred in the markets they serve.If you run a professional services firm, an agency, or a consulting practice, you've likely fallen into a very common trap: you try to win clients by being the smartest person in the room. You show up to pitches armed with deep expertise and immediate answers, only to wonder why the client chose someone else.Our guest today says that over-indexing on your own 'smartness' is the fastest way to kill a deal. Scott Armstrong is a marketing veteran, global agency founder who scaled his business to over twenty-two million dollars, and the mastermind behind Win The Question.He is also a self-reformed 'expert' who learned how to build trust the hard way. His upcoming book, From Asshole to Ally, is a field manual on how highly qualified professionals accidentally lose trust and exactly how to get it back. Today, we're unpacking how to stop relying on rare 'rainmakers,' how to coach trust as a tactical skill across your entire team, and how to shift from pitching answers to truly winning the question. Please join me for my conversation with Scott Armstrong.Guest Bio: R. "Scott" Armstrong has spent 38 years learning what most ambitious professionals figure out the hard way: it's not about you. Scott is the founder of Win The Question, where he teaches ambitious professionals how to build trust by reducing their natural self-orientation and working to win the question before the answer.Scott's book "From Asshole to Ally: How Ambitious Professionals Lose Trust and How To Get It Back" is the field manual and it will be launch in the fall. He lives at the end of a dirt road in Creemore where he trusts his neighbors and his motorcycle.Resource Links:Website: winthequestion.comProduct Link: https://www.winthequestion.com/bookInsight Gold Timestamps:02:20 I hadn't really learned yet how to build trust, I just learned how to hustle04:27 Trust has a math to it, or professional services trust at least has a math to it05:15 Trust is really the shift from about me to about you07:31 Your upcoming book has a brilliantly provocative title, From Asshole to Ally10:30 What does it mean to win the question in a high-stakes client meeting?12:12 Stephen Covey's fifth habit, "Seek first to understand, then seek to be understood."14:23 Often the managing partner or the leader of the firm doesn't even really know what skills they're using successfully to build trust16:28 Ask before you answer17:05 You should be learning from my mistakes rather than my successes20:28 At the top of my page, I just put a little reminder, "Shut up," that's my first prep note22:38 Using that methodology, we lost a $10 million account in a review, and won it all back and more 12 months later25:08 Give me 45 minutes to come and have a conversation, and then we'll craft a perfect solution for you based on that conversation27:52 He was better at asking questions than I was, and his big win question's a real simple one31:30 One of the things I like about your podcast is how much research you all do34:05 Bottom line is if you're putting deposits into that relationship bank account on an ongoing basis, they don't divorce you when the proverbial hits the fan37:49 The tagline for that company is not go fast, don't die, it's really go fast, go far39:47 You might have a weather forecast, but it can change42:10 You can literally these days run Otter on a call or in the meeting itself... after the meeting is over, will tell you not only how often did you speak versus when your client spoke...42:49 The book is From Asshole to Ally: Why Ambitious Professionals Lose Trust and How to Get It Back by Scott Armstrong. (available Q4)43:33 Scott Armstrong at winthequestion.comConnect Socially:LinkedIn: https://www.linkedin.com/in/rscottarmstrong/Email: scott@thewtq.comSponsors: Rainmaker LeadGen Platform Demo: https://calendar.summit-learning.com/widget/booking/JKItVP7WErmCBjU2cCIxRainmaker Digital Solutions: https://www.rainmakerdigitalsolutions.com/
Lyn Alden joins Walker to discuss where Bitcoin may be in the current market cycle, why today's “peak apathy” could represent an accumulation zone, and how the massive flow of capital into AI has affected Bitcoin and crypto markets. Lyn also breaks down Orange Juice, her new permanent-capital company designed to acquire durable, cash-flowing businesses and retain part of their earnings in Bitcoin. They explore why this model differs from pure-play Bitcoin treasury companies and traditional private equity, the coming generational transfer of small businesses, and how AI can make established companies more efficient without simply replacing workers. The conversation also covers the Federal Reserve under Kevin Warsh, inflation and interest rates, AI as a long-term deflationary force, China's open-source AI strategy, the geopolitical AI arms race, and why decentralized and open-source AI could ultimately empower individuals. FOLLOW LYN: NOSTR: https://primal.net/lyn X: https://x.com/LynAldenContact CHECK OUT ORANGE JUICE: https://orangejuice.com/ LISTEN TO "THE STOLGUARD INCIDENT": https://www.audible.com/pd/The-Stolguard-Incident-Audiobook/B0H2BHLNKV PARTNERS & DISCOUNTS: LEDN: Bitcoin-backed lending. Go to ledn.io/walker and unlock liquidity WITHOUT selling your bitcoin. BLOCKSTREAM JADE: BLOCKSTREAM JADE HARDWARE WALLET: Head to https://store.blockstream.com/ and use coupon code WALKER for 10% off! BDIC™ is building an insurance marketplace on the bitcoin standard. Sign up for the waitlist at: http://bdic.io/walker Own Bitcoin Miners. Keep 100% Of The Bitcoin. Get 1st month of free hosting with https://abundantmines.com/walker Buy Bitcoin with River: http://partner.river.com/walker GET FOLD ($10 in bitcoin): https://use.foldapp.com/r/WALKER JOIN THE SUBSTACK TO GET NEW EPISODES DELIVERED STRAIGHT TO YOUR INBOX: https://walkeramerica.substack.com/ If you enjoy THE Bitcoin Podcast you can help support the show by doing the following: FOLLOW ME (Walker) on @WalkerAmerica on X | @TitcoinPodcast on X | Nostr Personal (walker) | Nostr Podcast (Titcoin) | Instagram | YouTube | Everywhere else
Welcome to Mysteries to Die For and this Toe Tag.I am TG Wolff and am here with Jack, my piano player and producer. This is normally a podcast where we combine storytelling with original music to put you at the heart of mystery. Today is a bonus episode we call a Toe Tag. It is the first chapter from a fresh release in the mystery, crime, and thriller genre.Today's featured release is DEADLY VISION by T.D. SeverinDEADLY VISION is a medical thriller. Dr. Taylor Abrams is on to something. Using virtual reality, he is working to solve heart conditions from the inside out. But not everyone is thrilled with the innovation. To those entrenched in the old ways and who use health care as a political platform, what Abrams is doing is a catastrophe that needed to be stopped.Bottom line: DEADLY VISION is for you if you like tensions high, your thrills intellectual, and your heroes genuine.The DEADLY VISION was released from Penmore Press and is promoted by Partners In Crime Tours and is available from AMAZON and other book retailers.About T.D. SeverinT.D. SEVERIN, MD., a physician/surgeon and professor of medicine, has been publishing fiction and non-fiction since 1994. He has been named one of the Nation's Best Ophthalmologists and has been honored with the prestigious Telly Award for his work on medical television programming.His writing has appeared in magazines & journals around the world with his first novel, Deadly Vision, winning multiple awards. T.D. has trekked across Tibet, scaled Mt. Everest, scuba dove the Great Barrier reef, white water rafted through the Australian Rain Forest, and delved into the mysterious ancient history all of which makes it's way into his writing. A former radio DJ, he also runs the heavy rock record label Ripple Music: www.ripple-music.com.T.D. lives with his wife and two pups in the San Francisco Bay Area and Florida.Catch Up With Our Author:www.TDSeverin.comInstagram – @tdseverinFacebook – @T.D. Severin – Author
Love Island Cast: Unofficial LoveIsland UK, USA & Australia Podcast with No Holds Barred
In this episode:• Aidan flirts with Jasmine's sister at Family Day and gets exposed at the Grafties• Explosive arguments between Aidan & Priya – they split before getting dumped• Julia calls out ‘fake' couples and the villa turns on her• Priya's controversial National Rail job-shaming comments about Elicia spark massive backlash• Bottom three couples revealed + public vote drama• Who's left standing heading into the grand final?All the biggest arguments, shady comments, and end-of-season chaos from the final week. Perfect catch-up before the winners are crowned!Who do you think should win and was Priya out of order? Drop your thoughts below
There's long been some form of "reality TV" kicking around - in the form of news programs, documentaries and game shows, for example. But in the 1990s and especially the 2000s, there was such an explosion of "unscripted" programming on television coinciding with wholesale changes in society that it was hard to separate the two. It could be argued America in particular has been susceptible to the influence of reality television. The country even elected a reality TV star - Donald Trump of "The Apprentice" - as its president. Beyond politics, reality TV has become a key platform for upcoming music stars with shows such as "The Voice" and "American Idol" and made stars of people just living their lives in front of the camera on shows like "Keeping Up With the Kardashians," "The Real Housewives" and even "Jersey Shore." And it seems we've become more likely to reward brash behavior than ever before, pulling for "villains" on shows like "Survivor" and "Big Brother." As entertainment journalists, Chuck Campbell and Wayne Bledsoe, hosts of the podcast "How We Heard It," have had their brushes with reality shows and reality stars over the years. And in this episode of the podcast they discuss and debate their experiences and observations. Has reality TV made Americans less empathetic? Has it dumbed down the country? Has it helped us in some ways by teaching us lessons about human behavior? Has it diversified our entertainment beyond the generic fare of many scripted shows? Bottom line: Is reality TV simply another form of escapist entertainment, is it a sinister force in our society, or is the truth somewhere in between? What do you think?
Jesse's long personal stories. Jasmine Crockett destroying Bottom's chance at the Senate. AOC is running for president because there is no reason not to. Why didn't Pelosi ever make a run at the presidency?Follow The Jesse Kelly Show on YouTube: https://www.youtube.com/@TheJesseKellyShowSee omnystudio.com/listener for privacy information.
In the latest episode of Small Market Bias, host Paul Garcia discussed the following topics: (00:45) David Jones Garcia re-signing with the San Antonio Spurs on a two-way contract. (05:38) Looking at changes the projected Top-8 teams out West have made so far in the offseason. (18:43) Examining the changes the projected Bottom-7 teams out West have made so far this summer. Sign up for the newsletter at TheSpotUpShot.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Every once in a while I finish a trip and, after I get home and everything dries out, I realize there were a handful of lessons that weren't obvious while I was riding. So this week, rather than another recap of the Oregon Coast, here are a few takeaways from the trip." Takeaway #1: Constraints can make for a better tour Weather forced changes. My tent forced bigger changes. Transit schedules forced even more changes. We stopped trying to preserve the original plan and started asking what the best trip looked like now. The revised trip ended up being more memorable than the one we planned. Bottom line: Sometimes constraints don't ruin a tour—they become the reason it's interesting. Takeaway #2: I think my touring philosophy is changing I've spent years optimizing for mileage. That usually means riding through interesting places instead of experiencing them. Tillamook was the perfect example. I've passed through multiple times and barely stopped. This time I spent the day exploring instead of chasing miles. Bottom line: I'm increasingly interested in using the bike to get me to experiences, not simply accumulate distance. Takeaway #3: "Ride your own ride" can happen on the same trip Brock and I started from exactly the same place. We made completely different decisions. He chose the big riding day. I chose the slower exploration day. Both approaches ended with great stories. Bottom line: There isn't one correct version of a successful bike tour. Takeaway #4: Transit isn't cheating We used buses multiple times. They made the route possible. They allowed us to adapt instead of abandoning the trip. They cost almost nothing. Bottom line: Bikes and transit complement each other remarkably well. Takeaway #5: Gear failures change everything "My tent is not viable." That one sentence completely changed the weekend. Once your shelter becomes unreliable, every decision becomes different. Confidence is part of your gear list. Bottom line: Reliability beats optimization. Takeaway #6: Where did all the bike tourists go? Peak season. Iconic route. Excellent infrastructure. Very few loaded touring bikes. Possible explanations: More gravel riders? More bikepacking? Different travel habits? Something else? Bottom line: I'm seeing enough of a pattern that I don't think it's a coincidence anymore. Takeaway #7: I'm excited about touring again Fitness is coming back. Losing weight has made a noticeable difference. I'm thinking differently about how I want trips to look. I was planning the next ride before this one ended. Bottom line: That's usually a sign you're headed in the right direction.
More on covering the blood of non-domesticated animals and birds, and how it applies to those animals that are prepared for it -- which itself requires some measure of investigation. Bottom line, only trap an animal when you truly need it for meat. Better to eat vegetables or grain, with specific advice per the money one might have to spend on food. Also, Rabbi Eina was teaching at the entrance to the house of the exilarch. Which leads into the timing of covering the blood of the non-domesticated animal. Apparently, Rabbi Eina's brother jumps in, and the parallel to brit milah (circumcision) is introduced, though the holiday may actually "win" depending on the parameters of when it would be done. Likewise, Rosh Hashanah --
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term volatility.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast, I will explain why the recent volatility in markets makes sense. It's Wednesday, July 22nd at 2 p.m. in New York. So, let's get after it. The broadening trade is back and it's gaining steam. We established this thesis last week. Importantly, there's a key reason this broadening trade is likely to continue. One of the more crowded areas of the market—semiconductors—has lost its momentum. As I've also noted before, this is not a call that the AI cycle is over. However, stocks do trade on the rate of change in growth, and expectations often reach a place where they can no longer surprise on the upside. Earnings revisions tend to get too stretched, and capital starts looking for the next place where fundamentals are improving but positioning is still light. This is no different than what happened to other leadership groups earlier this year in areas like precious metals and energy stocks. Remember, I first made the call for market broadening in our November outlook. My view is that the economy had moved into a new expansion after the rolling recession ended in April 2025. Markets were starting to catch on before the Iran conflict interrupted that trend. Investors piled back into the AI trade—especially semis—as oil prices jumped and Fed expectations shifted more hawkish. Back in June, I noted that those earnings revisions were likely nearing their peak. Hyperscale stocks starting to lag was the first indication. Since semis ultimately depend on hyperscaler spending, that divergence usually doesn't last. It doesn't mean the buildout is ending. However, the spenders may be moving from blind enthusiasm to a more disciplined phase as a means of addressing the market's concerns about falling cash flows. We've seen this pattern before. Since ChatGPT launched, this ebbing and flowing between the hyperscaler and semiconductor stocks has happened three times. This is the fourth such adjustment, during which the hyperscaler stocks are likely to outperform the semis. Since a few weeks back, hyperscalers have outperformed semiconductors by almost 30 percent. Another consequence is that the major averages may trade lower in the near term. When a crowded, large-cap leadership group is unwinding, the index can look choppy even as the market underneath is improving. That's the key distinction. The index may struggle, but the broadening can still work. Over the next month, don't be surprised if the S&P 500 trades as low as 7000 before it makes a move to 8000 by year-end. Use this weakness to add to equity positions. I continue to like Consumer Discretionary Goods, Transports, and Biotech. Discretionary Goods remains one of the cleaner expressions of the broadening thesis. Wallet share is shifting from services back toward goods, goods pricing is improving, and earnings revisions are strengthening. Transports continue to show improving revisions as volumes stabilize and pricing gets better. Biotech is one of the more attractive lower-rate beneficiaries, especially if policy expectations are too hawkish, as I think they are. On that last point, the Fed backdrop matters. The June FOMC meeting told us forward guidance is going to be limited, and the inflation path is going to drive policy. The softer-than-expected inflation data last week should allow the Fed to stay on hold rather than hiking. It may take the bond market a few more data points to fully re-price this view. Bottom line, the broadening is in gear, but it may not feel comfortable because it's happening while the crowded momentum trade unwinds, a process that is likely unfinished. That's usually how rotations in market leadership work. Like spring, it's often: in like a lion and out like a lamb. Thanks for tuning in. I hope you found it informative and useful. Let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out!
Always broke schools lay off 760 or so teachers as aldermen whine about not giving enough property tax handoffs to rich people. Ben riffs. Marj Halpern tells you what you need to know about plans to develop the south loop. Including…the Chicago Fire soccer stadium, a possible new stadium for the White Sox and, say what for existing Sox Park? Bottom line—could be another parking meter deal in the making. Marj is co-founder of One Community Near South and a longtime writer and political strategist in Chicago.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
A culinary controversy in Georgia. Rick Jackson – the Republican nominee for governor – stopped by a black-owned restaurant. And now the owner of Toast on Lenox is facing a boycott. Tamara Young is the owner of Toast on Lenox. She has since deleted a photo she posted when Jackson dropped by for a visit. Former Atlanta Mayor Keisha Lance Bottoms poured gasoline on the fire by saying anyone who welcomes her opponent has made a calculated decision and should understand the risks. Bottoms is the Democrat nominee for governor. During the China Virus Pandemic – the policies enacted by Mayor Bottoms led to the closing of more than 100 small businesses. And now she wants to shut down any business that serves a Republican. Mr. Jackson issued a statement saying he’s going to fight for all Georgians – no matter their zip code or party affiliation. I’m predicting Ms. Bottom’s chances of becoming governor are toast.See omnystudio.com/listener for privacy information.
WarRoom Battleground EP 1051: Stopping The Steal Of 2026 By Getting To The Bottom Of 2020
What does Tisha B'Av ask of us after October 7? Tisha B'Av is the saddest date on the Jewish calendar, but Rachel Goldberg-Polin argues it also offers hope and opportunity. In a conversation shaped by the personal and collective trauma of October 7, she explains why Jewish tradition gathers centuries of loss onto a single day, why it compels us to look inward, and how mourning is meant to become the first step toward repair. Rachel's suggested reading: This Is Real and You Are Completely Unprepared: The Days of Awe as a Journey of Transformation by Rabbi Alan Lew ___ Call Me Back is made possible by our subscribers. If these conversations are where you turn to understand Israel and the Jewish world, consider joining them. It's what keeps this show going. Become a Subscriber - Inside Call me Back This episode was sponsored by Birthright: Invest in the Jewish future today at onetripchangeseverything.com. ____ In this episode: - Why Tisha B'Av became Judaism's day of mourning - The original national failure: The spies and the Promised Land, - The centrality and importance of the Temples we can't comprehend - Sinat chinam and the danger of baseless hatred - Why Jewish tradition looks inward after catastrophe - How Tisha B'Av is observed and why the rituals matter - Rav Kook's answer: from baseless hatred to baseless love - Finding hope, repair, and "yet" after grief More Ark Media: Want to join Ark Media? Check out our careers page for new openings. Explore Israel Votes Listen to Ark News Daily Listen to For Heaven's Sake Listen to What's Your Number? Newsletters | Ark Media | Amit Segal | Nadav Eyal Instagram | Ark Media | Dan X | Dan Dan Senor & Saul Singer's book, The Genius of Israel Get in touch Credits: Ilan Benatar, Ryan Lohr, Beth Pearlman, Brittany Cohen, Ava Weiner, Martin Huergo, Mariangeles Burgos, and Yuval Semo
MouseChat.net – Disney, Universal, Orlando FL News & Reviews
It's the question every parent asks: "How old should my kids be before we take them to Disney World?" This week on Mouse Chat, we tackle it head-on. There's no single magic number — but there ARE ages and stages that make the trip smoother, more magical, and more worth the money. We talk through the real trade-offs at every stage: the baby and toddler years (naps, strollers, and "will they even remember it?"), the sweet spot of the preschool and early-elementary years when the magic hits hardest, the tween and teen years when thrill rides and independence change the whole trip, and the truth about multi-generational trips with a big age range in the group. We share what we've learned from our own family, honest tips on Rider Switch, height requirements, park pacing, best times of year to go with little ones, and how to plan a trip that actually matches your kids' ages instead of fighting against them. Bottom line: the "best age" is really about planning the right trip for the kids you have right now — and that's exactly what we love helping families do. Thanks for listening! If this helped, subscribe to Mouse Chat and leave us a review — it means the world and helps other families find the show.