Podcasts about Bottom

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.

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!

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.

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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

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.

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 […]

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The data will help VIMS scientists with accurate modeling.

He came to America with $7 in his pocket. Today: multi-billions in real estate acquisitions. And the #1 habit behind it all? GRATITUDE.

Damian Barrett and Joel Peterson bring you the latest footy news on AFL Daily. Essendon are off the bottom of the table after beating the Giants at Marvel Stadium. Ken Hinkley is set to be announced as the new coach of Tassie tomorrow morning. The Gold Coast SUNS' season is over while the Magpies have got a pulse after a 5th straight victory. Subscribe to AFL Daily wherever you get your podcasts.See omnystudio.com/listener for privacy information.

This is a transition place in Matthew in terms of how Jesus relates to his disciples. They’ve been in the classroom up to this point and now its hands on. This is the time for them to experience being used by God in order to gain confidence and not blow it in the future. Bottom line to this passage is this: God wants to use us.Donate to Moody Radio: http://moodyradio.org/donateto/livingalegacySee omnystudio.com/listener for privacy information.

Welcome to the DBN! This is a brand new series we're calling, Entourage with Eric. I'm bringing in my best bud in Los Angeles, Eric Sinsley, to break down the HBO classic, Entourage. Starting here with season 1, we will be reviewing and recapping our 22 favorite things from all 8 seasons... including the movie! Eric loves the show, but I've never seen it! We just watched season 1, so let us know how we did with our list of 22 things we love about Entourage season 1.Check Eric out at ‪@TheChronicCouch‬ !!!Check us out on TikTok and Instagram at  @thedylanberrynetwork  !!!#entourage #EntourageHBO #hbomax #hbo #tvreview #showreview #EntourageCast #westhollywood #hollywoodlife #tvshowrecommendations #2000stv #classictv #seriesreview 0:00 - Introduction4:07 - Locations of Entourage7:08 - Brilliant Writing10:40 - Music of the 2000s13:29 - Golf All The Time15:20 - Celebrity Purity Tour18:22 - Going To A Boxing Match19:40 - Typecasting Bit20:20 - Prepping For A Late Night Show25:48 - Product Placement28:34 - The Girl From Extra!29:37 - Maura Tierney31:54 - Video Chat33:20 - Weed Culture in Los Angeles36:03 - Celebrity Privilege37:20 - Agency Visit38:58 - Top and Bottom of the Food Chain42:24 - LeBron James Reference44:30 - Ari's Fury47:17 - R. Kelly Joke48:54 - The Gay Scene51:28 - TV Pilot Audition53:27 - Vince and Scarlett Johansson1:00:16 - Honorable Mentions1:01:16 - Season 2 is NEXT!

 Thinking about paying off your mortgage before retirement? Not so fast… Going into retirement debt-free sounds like the dream, but should you tap your retirement savings to make it happen? In this interview, Peter with Richon Planning and Erin Kennedy break it down  When it does make sense to pay off your mortgage  How to balance the numbers vs. peace of mind  Why pulling from retirement accounts could backfire  The hidden risks: taxes, reduced liquidity, and even higher Medicare premiums Bottom line: A paid-off house feels great… but the strategy behind it matters even more. Before you write that final check, give Peter a call at (919) 300-5886 or visit www.RichonPlanning.com

There's arguably no superhero in existence that has been reimagined, redefined, or reinterpreted more than Batman.  No matter how many times he's been rebooted, audiences are always willing to come back to Gotham City's greatest defender.  With so much Bat content out there, there's plenty to dissect, analyze, and of course, rank!  This podcast is dedicated to a surgical evaluation of Batman's history, with a focus on ranking several topics in the world of Batman, among other classic Bat themes and characters.Join hosts Daniel Cohen, Pop Break's former Film Editor, and Kris Ingersoll, co-host of the Media/Lit podcast, as they bring on several guests every month to share their passion for the one and only Dark Knight.  From Adam West to Robert Pattinson, no bat stone will be left unturned.  Bottom-line: If you're a Batman fan, this is required listening.On this month's podcast, we dive back into the DCU and the second live action film in James Gunn's universe – Supergirl.  It's no secret this movie has been a massive disappointment from a box office perspective.  That is certainly a topic of discussion in this podcast, but more importantly…how did we like the movie?   Alex Marcus, Podcasting Director of the Pop Break, returns once again as the Bat Crew review this movie in detail, spoilers and all!  And we'll just tell you right now, it's two against one!  Did two people like it, and one disliked it, or was it the other way around?  And who was on which side!We review this movie in depth: the performances.  The villain.  The story.  The filmmaking.  Where did it go wrong?  Where it went right.  What does this mean for the DCU going forward?  And what will its impact be on the superhero genre (you knew we had to dive into the superhero movie discussion!).We recorded this podcast the weekend Supergirl came out, and while it's certainly losing relevance by the day, we hope you'll enjoy this spirited discussion about the film!

Thanks so much for listening! For the complete show notes, links, and comments, please visit The Grey NATO Show Notes for this episode:https://thegreynato.substack.com/p/384-wind-up-chicago-2026The Grey NATO is a listener-supported podcast. If you'd like to support the show, which includes a variety of possible benefits, including additional episodes, access to the TGN Crew Slack, and even a TGN edition grey NATO, please visit the link below.Support the show

What do you do when a lender sends you a legal notice, demands more renovation money, and your deal is on the edge? Vinney "Smile" Chopra did something most investors never think of — he got GRATEFUL.

The latest CRE Exchange covers a packed week of data and market. Cole Perry and Omar Eltorai work through the June CPI print, consumer credit pullback, and existing home sales data before digging into the WSJ economist survey and Fed meeting minutes, where the most notable detail is a credit market splitting between large and small borrowers. The episode closes with early Q2 bank earnings from the four largest US banks, including reserve releases on office CRE loans at Bank of America and Wells Fargo that suggest the office credit cycle may be turning, and lender scrutiny around data center financing may be growing.Key moments01:50 Inflation hedge data03:13 Patriotic owners trivia06:57 Consumer credit update08:56 Housing and CPI prints12:31 WSJ Economist Survey22:59 Fed minutes breakdown29:34 Big bank earnings takeaways36:23 New segment: CRE Bag O' Random!42:38 Upcoming Calendar and WrapResources mentionedConsumer Credit — G.19 (May 2026) - https://www.federalreserve.gov/releases/g19/current/default.htmExisting Home Sales — June 2026 - https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-4-decrease-in-juneConsumer Price Index — June 2026 - https://www.bls.gov/news.release/cpi.nr0.htmWSJ Economist Survey — July 2026 - https://www.wsj.com/articles/economic-forecasting-survey-archive-11617814998FOMC Meeting Minutes — June 16–17, 2026 - https://www.federalreserve.gov/monetarypolicy/fomcminutes20260617.htmMassachusetts YIGBY Bill — H.5562 - https://malegislature.gov/Bills/194/H5562

Register for the full Glutenology (TM) Masterclass HERE: https://glutenology.net/registrationIn this deep-dive session of the Glutenology (TM) Health Matrix, Dr. Peter Osborne breaks down the often-misunderstood world of gluten sensitivity, separating myth from science. If you've ever wondered whether you're gluten sensitive—even after a negative celiac test—this module is essential.Discover:The key differences between gluten sensitivity, intolerance, and celiac disease* Why traditional lab tests and biopsies often miss non-celiac gluten sensitivity* How gluten can trigger autoimmune diseases, even without gut symptoms* Why genetic testing is the most reliable way to detect gluten sensitivity* Practical steps to approach your doctor with the right questions and insights

✔️ Bitcoin momentum is looking pretty good✔️ BTC Something like this?✔️ Bitcoin will never trade below 60k again✔️ BTC is still playing out similarly to the 2022 bottom structure.✔️ Looks like the pattern worked for a fourth time!✔️ Was the bear market in 2022 an exception or the new norm? ✔️ The BTC bottom will have been so obvious in hindsight✔️ Bitcoin continues to ping pong✔️ The Great Bitcoin distribution✔️ 'ORANGE JUICE' Raises $40 million to launch a permanent capital holding company✔️ Clarity Act update ✔️ Fort Knox Gold confirmed!✔️ Jason Hughes VP of Ocean discusses BIP-110✔️ Sources:► https://x.com/frankafetter/status/2076356736206655490► https://x.com/crypto_moe84/status/2076093177576997128► https://x.com/cryptofergani/status/2077066929525637136► https://x.com/cryptojellenl/status/2077010975740305718► https://x.com/cryptojellenl/status/2077041174666264922► https://x.com/bitcoinisaiah/status/2077408650562285666► https://x.com/pricedinbtc/status/2077382287096729814► https://x.com/benjamincowen/status/2077432754623705322► https://cryptobriefing.com/galaxy-digital-dormant-bitcoin-redistribution/► https://x.com/bitcoinmagazine/status/2077470068493910286► https://stocktwits.com/news-articles/markets/cryptocurrency/trump-senators-clarity-act-ethics-meeting-crypto-thursday/cZZPau2R7rB► https://x.com/wsbgold/status/2077220131919519964► https://x.com/wk057/status/2077444826232955365► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

Co-Editor Caroline Langston introduces our new Summer 2026 issue with her letter "There Is No Bottom."

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses where investors may find opportunity beyond the AI sector and risks that could slow market gains.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'll be discussing our broadening thesis and the near-term risks to monitor. It's Tuesday, July 14th at 11:30 am in New York. So, let's get after it. The broadening trade is now playing out. It's showing up in stock prices, relative performance and earnings revisions. It's also making investors question the sustainability of the most crowded areas of the market, and consider other near-term risks. I first made the broadening call late last year based on my view that the economy had entered a new expansion after completing the rolling recession in April of 2025. In a new expansion, earnings growth tends to be much better than expected because revenue growth returns to companies that have already become more cost efficient. That's classic operating leverage. The market began to anticipate that dynamic late last year, but then the Iran conflict interrupted the move. Oil surged, rate-cut expectations disappeared, and investors crowded back into the most obvious AI capex beneficiaries led by semiconductors and memory, in particular. Since mid May, that interruption has faded with oil prices falling sharply and the broadening trade has begun to work again. Importantly, the market is not abandoning AI. It is simply rotating within AI and beyond AI. And that distinction matters. Semiconductors have had a historic run, supported by earnings revisions. But even great stories get exhausted in the short term. When earnings revisions breadth is pressing against historical highs and the trade becomes one of the most crowded areas of the market, the bar for upside gets very high. At that point, the issue is not whether the story is good. The issue is whether the rate of change can keep improving. That is a very different question. The underperformance of the hyperscalers was probably the first warning sign. Semis depend on hyperscaler capex. So when the spenders start lagging the beneficiaries, that divergence usually resolves one way or another. And now we're starting to see it. Meta's decision to sell excess capacity to outside customers may not mean the AI capex cycle is over. But it does tell you the market is beginning to ask harder questions about the path and pace of that spending. Credit spreads and stock prices of these hyperscalers provide the feedback loop to managements that maybe they should curtail the pace of spend. We've had multiple corrections inside this AI cycle already. This looks like another one – not the end of the cycle, but a reset. That reset is what gives the rest of the market room to work. Our preferred ways to express the broadening remain Consumer Discretionary Goods, Transports, and Biotech. These are not the areas investors have been excited about. In fact, positioning and sentiment remain subdued. But that's exactly why I like them. The risks to the story in the short term are two-fold. First, uncertainty about the full re-opening of the strait remains high, with pivots on both sides. This is keeping oil prices volatile in the short term even if the primary trend remains lower. Second, interest rate volatility is picking up again with the entire curve shifting higher in both nominal and real terms. If this doesn't stabilize, it will have a negative impact on stocks both at the index level and even for stocks that should benefit from our broadening call. With the inflation data coming in today softer than expected, this should reduce some of the recent upward pressure on rates. However, the new Fed Chair and board remain resolute to make sure inflation doesn't rear its head again. In the end, dealing with this risk up front is a good thing in my view even if it means uncertainty for markets. Bottom line, equity markets have been consolidating and correcting for the past several months. This is the result of the peak rate of change in earnings revisions and a reaction function shift at the Fed to focus more on the inflation mandate than growth. With the recent rollover in semiconductors, heavy supply of equity and credit issuance, and a transition of leadership at the Fed, expect more volatility and corrective activity in stocks before the next leg of the bull market resumes. Don't chase momentum. Instead, add to risk on down days to areas that will benefit from a broadening in the economy and earnings growth. 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!

The Detroit Lions defense in 2025 was not bad, it was untimely. They ranked 22nd in scoring defense but finished 17th in yards allowed per game and ninth on third downs, and Pro Football Focus graded them as a top-five defense overall. The real issue was explosive plays and situational lapses at key moments. Was the Detroit Lions defense actually bad in 2025? No. The unit performed better than its reputation. As Jeff Risdon noted, the Lions were 22nd in points allowed, 17th in yards per game at 332.8, and middle of the pack at 5.4 yards per play. Crucially, they allowed a 36.9 percent third-down conversion rate, which ranked ninth, while the offense converted 38.8 percent, 19th. That disconnect fuels the perception. The defense was on the field in tough spots and failed at the worst times, which is different from being bad snap-to-snap. Which numbers explain the gap between strong grades and points allowed? Excellent. PFF's cumulative defensive grade for Detroit was 81.8, fifth overall, with a 78.5 run defense grade that ranked fourth. Tackling graded at 74.9, second behind the Green Bay Packers. The pass rush ranked fifth, and pressure rate ranked fourth, with help from Detroit Lions edge rusher Aidan Hutchinson. Coverage graded 74.1, tenth. Raw team data backs several strengths: Detroit allowed the sixth-lowest completion rate at 61.6 percent, averaged 7.3 yards per pass allowed which ranked 23rd, and posted an 8.11 percent sack rate, eighth. Special teams graded sixth. The defense simply surrendered too many explosive plays and got burned by short fields when the offense failed on third and fourth downs. Those two factors drove points more than down-to-down quality. What must change in 2026 to turn solid metrics into stops? Cut the explosives and win the pivotal snaps. That means finishing drives with takeaways or stops on third and manageable, and protecting field position instead of gifting short fields. As Jeff Risdon theorized, using more zone coverage and replacing some base 4-3 snaps with extra defensive backs or an additional lineman instead of a linebacker can specifically help in coverage. He also noted using the punter a little more in marginal situations to avoid feeding opponents favorable field position. Turnovers and situational management Risdon's Houston analogy underscores it: clean up turnover differential and third-down execution and a defense that already grades well turns those metrics into points prevented. Do the Lions have the personnel to fix it? Yes. Detroit Lions edge rusher Aidan Hutchinson closed strong after a slump and remains the headliner up front. Detroit Lions linebacker Jack Campbell delivered impact against the run, and the interior pairing of Detroit Lions defensive tackle Alim McNeill and Detroit Lions defensive tackle Tyleik Williams should be a strong one-two punch. Depth has improved in the secondary, though, as Jeff Risdon cautioned, safety Brian Branch and safety Kerby Joseph entering the start of the year is not optimal. Detroit Lions linebacker Alex Anzalone's role can flex within sub-packages to prioritize coverage matchups. Bottom line, as Risdon put it, the defense was unfortunate and untimely in 2025, and those are correctable issues. He's over the 10.5 win total. #detroitlions #lions #detroitlionspodcast #lionsdefense #nflstatistics #pff #pffranking #pffgrades #aidanhutchinson #jackcampbell #alimmcneill #tyleikwilliams #brianbranch #kirbyjoseph #alexanzalone #profootballfocus #losangelesrams #seattleseahawks #greenbaypackers #passrush Learn more about your ad choices. Visit megaphone.fm/adchoices

Topics covered in this episode: The trusted-publishing debate: how to do it right vs. why you shouldn't trust it JupyterLab 4.6 and Notebook 7.6 are out! Tau – new small, readable terminal coding agent Django Tasks and Django 6.1 Extras Joke Watch on YouTube About the show Sponsored by us! Support our work through: Our courses at Talk Python Consulting from Six Feet Up Connect with the hosts Michael: Mastodon / BlueSky / X / LinkedIn Calvin: Mastodon / BlueSky / X / LinkedIn Show: Mastodon / BlueSky / X Join us on YouTube at pythonbytes.fm/live to be part of the audience. Usually Tuesday at 7am PT. Older video versions available there too. Finally, if you want an artisanal, hand-crafted digest of every week of the show notes in email form? Add your name and email to our friends of the show list, we'll never share it. Calvin #1: The trusted-publishing debate: how to do it right vs. why you shouldn't trust it https://snarky.ca/how-to-publish-to-pypi-using-github-actions-securely/ (Brett Cannon) and https://blog.yossarian.net/2026/07/07/You-shouldnt-trust-trusted-publishing (William Woodruff) Trusted Publishing (PyPI's OIDC-based auth scheme, also now used by npm, RubyGems, crates.io, NuGet) replaces long-lived API tokens with short-lived, auto-scoped credentials tied to CI/CD machine identity. Yossarian's post: it's purely an authentication mechanism between a machine identity and a package — it says nothing about package safety or quality. PyPI deliberately avoids any "verified/trusted" badge for it, unlike its verified-URL checkmarks. Same logic applies to PyPI attestations: anyone can sign with any machine identity they control, so an attestation's presence isn't itself a trust signal. Bottom line from that post: don't confuse "trusted" (machine-to-machine) with "trustworthy" (human judgment about the package). Snarky.ca's companion piece is more practical: given GitHub Actions compromises in the news, the real fix is 3 concrete steps — run zizmor to lock down workflow permissions/checkout credentials and pin actions to commit hashes, adopt Trusted Publishing to eliminate stored PyPI tokens, and require manual approval via a GitHub environment before any publish job runs. Takeaway for listeners: Trusted Publishing is good hygiene for how you authenticate to PyPI, but it's not a substitute for securing your CI pipeline itself — or for actually vetting the packages you install. Michael #2: JupyterLab 4.6 and Notebook 7.6 are out! Michał Krassowski's rundown - a chunky minor release: 68 features, 97 bug fixes, 95 contributors, one of the biggest ever. Scratchpad console (Notebook 7.6 headliner) - a console next to your notebook sharing its kernel, for throwaway experiments. Ctrl+B. Jump to last-edited cell - new commands hop through recently edited cells. File browser glow-up - Date Created column, editable breadcrumbs with Tab-completion, and Open in Terminal. Debugger - sources open in the main area, floating step/continue overlay, live kernel-sources filter. Custom layouts (Lab) - activity bar top/bottom, draggable panels, four-way tab splits, per-panel Ctrl+scroll zoom. ~5x faster extension builds - webpack → Rspack, and jupyter-builder means no full Lab install needed to build extensions. Keyboard/a11y - add shortcuts from the UI (no JSON), Find & Replace in Edit menu (Ctrl+H). Calvin #3: Tau – new small, readable terminal coding agent Tau – new small, readable terminal coding agent (Python 3.12+), built as both a working tool and a teaching project for how coding agents work under the hood Install via uv tool install tau-ai, pipx, or pip; ships a tau CLI Three-layer architecture: tau_ai (provider-neutral model layer) → tau_agent (reusable "brain": messages, tools, events, loop) → tau_coding (CLI/TUI, file & shell tools, sessions) Supports OpenAI, Anthropic, OpenAI Codex, OpenRouter, Hugging Face, and custom/local OpenAI-compatible endpoints Built-in tools (read/write/edit/bash), durable JSONL sessions with resume/branching, project instructions via AGENTS.md, and context compaction Core harness is UI-agnostic — same brain can power the TUI, print mode, or a custom frontend — usable as a standalone library too Michael #4: Django Tasks and Django 6.1 Django 6.0 finally ships first-party background tasks (django.tasks) - out of Jake Howard's DEP 14, accepted May 2024, after two decades of everyone bolting on Celery/RQ/Huey. It's an API, not a worker. Django handles task definition, validation, queuing, and result storage - it does not execute them. You bring the backend. The default backend traps people. ImmediateBackend runs tasks inline on the request thread and blocks until done - so out of the box .enqueue() backgrounds nothing (a 5-second task means a 5-second response). The other built-in, DummyBackend, runs nothing at all. Both are dev/test only. Nice API otherwise: slap @task on a function, call .enqueue(), get back a TaskResult you look up later by id - with async twins like aenqueue(). Gotcha: args and return values must survive a JSON round-trip, so a tuple sneakily comes back as a list. The community local backend to know: django-tasks-local by Chris Beaven (SmileyChris). A ThreadPoolExecutor backend that gives real background threads with zero infrastructure - no Redis, no Celery, no database - plus a ProcessPoolBackend for CPU-bound work → github.com/lincolnloop/django-tasks-local Its catch: results live in memory, so pending tasks vanish on restart or deploy. Great for dev and low-traffic production; for persistence, drop to Jake Howard's django-tasks (DatabaseBackend + worker command). Extras Calvin: Fixing the dictionary with Python 3.14 — Hugo van Kemenade stumbled on - and got fixed - a markup bug in the OED's own citation of a 1706 use of the pi symbol. Michael: Bunny DNS is now free Jokes: What's the object-oriented way to become wealthy? Inheritance To understand what recursion is... You must first understand what recursion is 3 SQL statements walk into a NoSQL bar. Soon, they walk out They couldn't find a table.

On this episode of The Crypto Rundown, host Mark Longo welcomes back Bill Ulivieri from Cenacle Capital Management to break down a wild, volatile few weeks in the digital asset space. Bill calls his official generational bottom for Bitcoin, leaning into quantitative power laws, internal AI metrics, and cyclic low models that point to a major buying window between now and November. The guys also dive deep into the collapsing NAV discounts on MicroStrategy (MSTR), the rising options volume across IBIT and ETHA, and the latest dramatic re-shuffling in the Altcoin Universe.

UCF voted to be a bottom dweller in the Big 12.

In Touch discusses braille's future and how it adapts alongside today's variety assistive technologies that can aid with reading, writing and consuming information. We are helped by young braillists from St Vincent's School in Liverpool and three seasoned braille users, Jackie Brown, Ian Macrae and Dave Williams.Presenter & 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.

Is the Bitcoin bottom in—or could another major selloff be coming? Joe Consorti joins Walker to break down the macro forces driving Bitcoin, including the Iran conflict, the Strait of Hormuz, rising oil prices, inflation, Federal Reserve policy, and the prospect of an inflationary recession. Joe explains why an oil supply shock cannot be solved by higher interest rates, why the Fed may ultimately cut rather than hike, and how political pressure ahead of the midterms could shape markets. They also examine Strategy's controversial Bitcoin sales and dismantle claims that the company, MSTR, or its STRC preferred equity is caught in a “death spiral.” Joe explains Strategy's debt structure, the risk of forced Bitcoin liquidation, its push for inclusion in the S&P 500, and how the company can sell BTC to fund dividends while remaining a net buyer over time. Finally, Joe shares why monetary debasement sustains his long-term Bitcoin conviction—and how his Christian faith keeps him grounded amid political, economic, and geopolitical uncertainty. FOLLOW JOE: X: https://x.com/JoeConsorti Website: https://www.joeconsorti.com/ YT: https://www.youtube.com/@JoeConsorti 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

Krueg and Silver highlight the Giants' lack of power, speed, and consistency that has plagued the team all season. They also touch on the importance of the bullpen and the need for a reliable closer as we look for avenues to improve the team via trade and free agency.See omnystudio.com/listener for privacy information.

Episode 5513: Thursday We Are Getting To the Bottom Of 2020; Making Sure Blanche Gets Across The Goal Line

Episode 5511: Getting To The Bottom Of 2020 Leads To Securing The 2026 Election

Reece, Nate & Martin once again return for another episode of The Weekly KickaroundWith the top 4 in European action, the bottom six took centre stage and did not disappoint,We discuss the action from the games, our favourite players and what we are looking forward too next week

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 A Murder of Furies by Eleanor KuhnsA Murder of Furies is historic cozy. Knossos, Crete. 1450 B.C.E. At nearly seventeen, Martis is an accomplished bull dancer and an apprentice to the healer. The last two years of her life has been colored by mystery, and she faces it once again. Tinos, the consort to the High Priestess and former bull dancer, asked Martis to search for his daughter, nine-year-old Atana. Martis's search for Atana leads her into a web of conspiracy, one that will threaten to unweave the fabric of their community. Bottom line: A Murder of Furies is for you if you like your busybodies bold and your cozies Greek.About Eleanor KuhnsEleanor Kuhns is the 2011 Minotaur/Mystery Writers of America winner for first crime novel. She won for A Simple Murder and now has twelve books in the series.A Murder of Furies is the third in the Bronze Age Crete Series which began with In the Shadow of the Bull. A lifelong librarian, she transitioned to full time writing during the pandemic. She lives in upstate New York with her husband and her dog.Catch Up With Eleanor Kuhns:www.Eleanor-Kuhns.comBookBub – @eleanorkuhnsInstagram – @edl0829Facebook – @writerkuhnsWondering what to read after you finish A Murder of Furies? Partners in Crime Tours is your ultimate destination for all things mystery, crime, thriller, and cozy! Since 2011, they've been working to fill bookshelves with gripping and heart-pounding reads. Discover new mystery series and connectwith other fans with Partners in Crime. Look up Partners in Crime Tours on the web or your favorite social media – partnersincrimevbt.com.And Authors, whether you're looking to promote your latest thriller, discover a new mystery series, or connect with fellow fans of the genre, PICT has you covered. Check out their promotion options that come with the personal attention of a dedicated coordinator.Join us next week for Season 9 Stuff That Can Kill You. Chuck Brownman returns to the morgue with dang near everything as the STCKY means of murder in The Rendering of Truth

Lawsuit accuses Carrot Top of sending a sex video, Rolling Stones new album, Britney Spears sunroof surfing, "Shipwrecked: Nightmare at Sea" on Netflix, Bryan Callen humiliated, Prince Harry bombs on stage, RIP Lindsey Graham, Conor McGregor embarrassment, and Man v. Bison. RIP Lindsey Graham. Conspiracy theories are afoot. Mitch McConnell is probably dead. More controversy at the World Cup! It's down to four countries. Music: Jay Z rocked Yankee Stadium... with his wife and nepo-brat. Jack White is also dabbling in nepotism. The Rolling Stones are still putting out pretty good music. Mick Jagger still has his marbles. Richie Sambora is a little bitter about Jon Bon Jovi. There is some beef between Bon Jovi and Skid Row. Alex Van Halen doesn't want to talk about Sammy Hagar. Rick Beato loves David Lee Roth. Former Detroit Lion Terrion Arnold is facing serious charges, but several teams are looking at his talents. Conor McGregor sucked at UFC 329, losing to Max Holloway after his knee blew out. Some dude put his head out the window mid-air on Ryanair plane. Costa Concordia: Nightmare at Sea on Netflix covers the cruise line disaster. Some people believe Nolan Wells was murdered by his friends. Jenifer Lewis wrote a poem about all these white people killing Black people. TMZ had Wells' best friend on the air, but they're still suspicious. Breaking News: Mitch McConnell has provided proof of life. Lizzo's latest album BOMBED! Drew is going to break down BBL's on tomorrow's program. Can't wait. Carrot Top is looking to hold on to an NDA preventing him from being outed. Is Carrot Top gay, or what? Britney Spears is making great decisions after her recent DUI. Sydney Sweeney is striking while the iron is hot and showing off that body. Sofia Vergara is 54 and hot. Some people can't get over her 'Roast Beef Chalupa'. Paulina Porizkova married some dude named Jeff Greenstein. Good luck, Jeff. Bryan Callahan (Callen) humiliated himself at the 17th Annual World MMA Awards. Rosie O'Donnell has been sneaking into the US. She reconnected with her jailbird daughter after 10 years of estrangement... in the name of content. Markleverse: Meghan Markle showed up to England after all. She will not make any public appearances as nobody in the UK wants to see her. Prince Harry looked like a fool at some Invictus announcement. Elton John is still paying Harry's bills. They're burning all their bridges. Kate Middleton, meanwhile, looked radiant with her lovely family at Wimbledon. Matt Gutman almost fell for some scamola. Man vs Bison! Watch this video. Braves announcer CJ Nitkowski is proud of the whites. Merch, yo. Check it. If you'd like to help support the show… consider subscribing to our YouTube Channel, Facebook, Instagram and Twitter (Drew Lane, Marc Fellhauer, Trudi Daniels, Jim Bentley, BranDon, and Roberto).

Jon F from the Road to Recovery Group in Plymouth United Kingdom celebrates his 15th AA birthday at this meeting held in 2010. Support Sober Cast: https://sobercast.com/donate Email: sobercast@gmail.com Sober Cast has 3300+ episodes available, visit SoberCast.com to access all the episodes where you can easily find topics or specific speakers using tags or search. https://sobercast.com

Data from the OECD shows New Zealand at the bottom of the world in terms of wage growth. Money correspondent Susan Edmunds has been looking at the figures and spoke to Ingrid Hipkiss.

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.====================Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp  and use code POMP for 15% off.====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================0:00 - Intro0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend10:03 - Apple's Siri stumble & price hikes14:50 - Using Grok in a Tesla17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown23:34 - Why Jordi is turning bullish on bitcoin 29:55 - Tokenization, stablecoins & the AI-crypto nexus33:33 - Michael Saylor's Bitcoin sale — does it matter?38:02 - Where else Jordi is deploying capital42:04 - Does the Iran war actually matter for markets?45:00 - The new robotic hand demo that changed everything50:18 - Jordi's upcoming video

Today, we discuss whether the crypto bottom is finally confirmed and the best altcoins to buy now before the next major rally. Get the latest crypto news, Bitcoin market analysis, and top altcoin picks as we break down the biggest opportunities in the crypto market. ​​If you have ever made money watching this channel, we need your help! Join the community to help us create the best Crypto education platform on the planet! - 

We hope you enjoy today's Scripture reading and devotional aimed at equipping you for moral and spiritual transformation. Today's Bible reading is Daniel 2. To read along with the podcast, grab a print copy of the devotional. ESV Bible narration read by Bryan Chapell. Follow us on social media to stay up to date: Instagram Facebook Twitter

Send us Fan MailIn this episode...--> Microsoft has officially announced layoffs of 3,200 people at Xbox, approximately 20% of the Xbox workforce and the fourth such culling since January 2024.--> The world is still reeling from Sony's announcement last week that it will no longer be creating video game discs starting January 2028, but analysts are saying there is nothing fans can do to change the company's mind.--> Nintendo will stop selling Switch consoles in Europe and some other markets in February 2027, weeks shy of the system's 10th anniversary. --> Also: Top 3 New Releases, Gaming History 101Help support ShrfSnax (a.k.a. Brandon) in his fight against cancer:  https://gofund.me/5d7c63a15Visit out merch store at gamers-week-podcast.creator-spring.comWe love our sponsors! Please help us support those who support us!- Check out the Retro Game Club Podcast at linktr.ee/retrogameclub- Connect with CafeBTW at youtube.com/@LoveRetroBTW- Get creative with Pixel Pond production company at pixelpondllc.com- Visit Absolutely the Best Podcast: A Work in Progress at linktr.ee/absolutelythebest**Use this link to get a $20 credit when you upgrade to a paid podcast hosting plan on Buzzsprout! buzzsprout.com/?referrer_id=1884378**Get 15% off gaming chairs at blacklyte.com/Gamersweekpodcast using code GWP26!Hosts: donniegretro, wrytersview, retrogamebrewsOpening theme: "Gamers Week Theme" by Akseli TakanenPatron theme: "Chiptune Boss" by donniegretroClosing theme: "Gamers Week Full-Length Theme" by Akseli TakanenSupport the show

Alan Saunders and Zachary Smith discuss all things Pittsburgh Steelers. On today's episode, Jimmy Watkins joins the show to discuss the Cleveland Browns and their standing in the AFC North. How does he expect the QB battle to shake out? What happens with the other veterans on the team if they get off to a slow start? Does Jimmy Haslam having too much say have negative ramifications? Let's go for another Steelers Afternoon Drive and discuss all this and much more! Learn more about your ad choices. Visit megaphone.fm/adchoices

Calls for wider bans on fishing with heavy gear that drags along the seabed to protect dolphins and porpoises.We visit Hugh Lowe Farms in Kent, who have been providing strawberries to Wimbledon for over 25 years.Presented by Caz Graham and produced by Beatrice Fenton.

Hey hey beautiful human! Let's settle this once and for all: Do you need to eat before a workout? You've probably heard all kinds of answers, some people swear by fasted training, others won't touch a dumbbell without a snack first. So what's the truth? I'm giving you real-world tips you can use starting today, plus snack ideas that are quick, effective, and easy to digest. Bottom line? Fueling is personal, but there's also a strategy behind it. And I'm walking you through both. Want to feel better in your workouts and get the results you're working for? This episode is your guide. In today's episode, we're breaking it all down based on your schedule, your goals, and your body. I walk you through: When fasted workouts are fine—and when they might backfire What to eat before training (without needing a full meal) Why afternoon and evening workouts require fuel What happens when you under-eat before a lift (and how to fix it) And how to simplify your approach so your body feels strong and steady—without overthinking it

"Oh, that's haaaaaaaaard." Does Dan owe a $50 fine for the worst possible affliction? Does Zas know how to pronounce "ancillary?" When did Jaylen Brown become a bad contract? And does Greg Cote have a new addition to his catchphrase countdown? Will he tell us about the 6 worst podcasts he's ever recorded? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Judd joins Thor for a Modest Proposal Tuesday with ideas for the Vikings to increase their depth at running back and to be aggressive later this summer when turning over the bottom portion of the roster. Plus a discussion about ESPN's recent rankings of NFL rosters with the Vikings landing outside the top twenty teams.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where it may lead next.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'll discuss why I think the broadening out in equity markets can continue. It's Monday, July 6th at 11:30 am in New York. So, let's get after it. Let's talk about a market dynamic that's becoming harder to ignore. The broadening trade is back, and it's gaining momentum partly because one of the most crowded areas of the market – Semiconductors – is finally starting to lose some of its own. To be clear, this doesn't mean the AI cycle is over. However, trends don't move in straight lines, and leadership can ebb and flow; especially if there are fundamental reasons supporting it. In fact, we've seen this happen several times already over the past couple of years with the hyperscalers and semiconductors ebbing and flowing. This is based on positioning, the rate of change on expectations for capex and the returns on that capex. Meanwhile, our broadening call goes back to last November. Back then, we argued the economy had entered a new expansion after the rolling recession ended in the April of 2025. That view was based on a classic early-cycle setup where revenue growth returns to companies that had become cost efficient. That is the definition of operating leverage and that always leads to better than expected earnings growth – the core differentiation to our original outlook this year. The market started to discount that broadening late last year and into early this year. Then, the Iran war interrupted it. Oil prices surged, and the bond market went from pricing Fed cuts to pricing hikes, and investors crowded back into the obvious AI capex winners – especially Semiconductors. That made sense for a while. The revisions in Semis were spectacular. But when earnings revisions breadth gets pressed against historical extremes, the question becomes less about whether the story is good and more about whether the rate of change can keep improving. That's a much higher bar. And over the past few weeks, the market seems to be asking that question with semiconductor stocks fading. The underperformance in the hyperscalers was probably the first signal. Semis depend on hyperscaler capex, so when the spenders start to lag the beneficiaries, that divergence can't last forever. It usually ends up reconciling with hyperscalers' tempering capex guidance or indicating they are more focused on getting a return on that investment. META's announcement last week that it would begin selling excess capacity to outside customers fits right into that discussion. It doesn't kill the AI buildout, but it does change the market's perception of how linear that buildout will be. What matters for investors is how they should trade it. First, the market should continue to broaden out. Second, we continue to favor Consumer Discretionary Goods, Transports, Regional Banks, and now Biotech as part of that rotation. Discretionary Goods remains the cleanest expression, in my view, because the wallet-share shift from services back to goods is underway, goods pricing is improving, oil prices have fallen, and earnings revisions are strengthening. Transports are also showing better revisions, and Regional Banks still benefit from the broader recovery, improving loan growth dynamics and our call for a re-steepening of the yield curve. Biotech deserves more attention here, too. It is also one of the most rate-sensitive areas of the market, and our work shows it has historically done very well in falling-rate regimes. If the market's policy expectations are too hawkish – and I think they are – then Biotech offers an attractive risk-reward setup, particularly with an M&A cycle that continues to build. The Fed is part of this story as well. Chair Warsh's comments last week that inflation risks have come down should matter, especially after the weaker labor data that came out Thursday. The market had become too hawkish on policy. If falling energy prices and contained core inflation allow the Fed to stay on hold rather than hike, that should help lower rate expectations and further support broader leadership in equity markets. Bottom line, the major averages may stay choppy because Semis are a large part of the index and crowded. But, the message is improving beneath the surface. The broader market performance indicates a broader economic and earnings recovery may just be beginning. The best news is that this view is still out of consensus, which means the opportunity for investors remains significant. 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!

Big Show Announcement Starting July 6th, the podcast gets a complete makeover — three shows a week, each with a distinct purpose. The new weekly lineup: Metabolic Monday — Ben sits down with top experts in metabolic health (doctors, researchers, the people moving the needle). Every episode delivers something actionable you can use that same day. Transformation Tuesday — The tables get turned. Ben's friend Alex Montalenti interviews Ben. No script, no agenda — a heart-based conversation about the stuff Ben doesn't usually discuss: the real journey, the setbacks, the mindset. Freedom Friday — Ben and Alex go deep again, heart to heart, on what freedom really means: metabolic freedom, financial freedom, time freedom. What else is changing: Ads cut by 75% — far fewer interruptions. Two places to listen only: the audio podcast (wherever you're listening now) and Spotify video. No longer on YouTube as of July 6th — if that's where you usually watch, follow the show on audio or follow Ben on Spotify so you don't miss anything. Bottom line: New format, fewer ads, more of the conversations that matter. Mark July 6th — Metabolic Monday, Transformation Tuesday, Freedom Friday. Find All The Ben Azadi Show Sponsorship Deals ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.ketokamp.com/sponsorship-deals